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bf0f10c21f
Data plane for Retirement v2 (no FIRE math yet — that is PR3). Five migrations + four AR models, wired to Goal::Retirement. Models: - PensionSource — state/workplace/other source with country, pension system, tax treatment, payout shape (string-backed + inclusion validations rather than PG enums, so v2 can add countries without ALTER TYPE). monetize :amount; end_age required for fixed-term. - Goal::RetirementStatement — append-only audit journal. default_scope excludes soft-deleted rows; soft_replace! does soft-delete + insert; points_delta drives the "—"/signed Δ column; monetize against projected_currency. - Goal::RetirementAdjustment — signed today's-money deltas to the spending target, ordered, applicable_at?(age). - RetirementBucketEntry — account selection join, unique per plan, same-family guard. Goal::Retirement gains the four associations + bucket_accounts and an ADJUSTMENTS_LIMIT (10) cap. retirement_params jsonb added to goals for PR3 plan settings. Namespaced fixture classes mapped via set_fixture_class so the goal_retirement association resolves. Minimal fixtures + model tests (112 runs green, incl. goal/family/controller regression sweep). No new gems.
37 lines
873 B
YAML
37 lines
873 B
YAML
vacation_italy:
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family: dylan_family
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name: Vacation in Italy
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target_amount: 5000
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currency: USD
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target_date: <%= 4.months.from_now.to_date %>
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color: "#4da568"
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state: active
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emergency_fund:
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family: dylan_family
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name: Emergency fund
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target_amount: 10000
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currency: USD
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color: "#6471eb"
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state: active
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car_paydown:
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family: dylan_family
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name: Paid-off car
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target_amount: 8000
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currency: USD
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target_date: <%= 12.months.from_now.to_date %>
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color: "#e99537"
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state: paused
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# STI subtype — owner-scoped retirement plan. Excluded from the savings
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# goal routes (see Goal.savings); reachable only via RetirementController.
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retirement_bob:
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family: dylan_family
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user_id: <%= ActiveRecord::FixtureSet.identify(:family_admin, :uuid) %>
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type: Goal::Retirement
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name: Bob's Retirement
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target_amount: 1000000
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currency: USD
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state: active
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