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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.
24 lines
472 B
YAML
24 lines
472 B
YAML
de_grv_bob:
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goal_retirement: retirement_bob
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name: German Statutory Pension
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kind: state
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country: DE
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pension_system: de_grv
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tax_treatment: de_renten
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payout_shape: monthly_for_life
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start_age: 67
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amount: 1510
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currency: EUR
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bav_bob:
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goal_retirement: retirement_bob
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name: bAV employer scheme
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kind: workplace
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country: DE
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pension_system: de_bav
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tax_treatment: de_bav
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payout_shape: lump_plus_annuity
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start_age: 65
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amount: 620
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currency: EUR
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