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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.
38 lines
1.2 KiB
Ruby
38 lines
1.2 KiB
Ruby
require "test_helper"
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class Goal::RetirementStatementTest < ActiveSupport::TestCase
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setup do
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@statement = goal_retirement_statements(:grv_2025)
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end
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test "fixture is valid" do
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assert @statement.valid?, @statement.errors.full_messages.to_sentence
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end
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test "default scope excludes soft-deleted rows" do
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@statement.update_column(:deleted, true)
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assert_not Goal::RetirementStatement.exists?(@statement.id)
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assert Goal::RetirementStatement.unscoped.exists?(@statement.id)
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end
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test "points_delta is nil for earliest, signed for later" do
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assert_nil goal_retirement_statements(:grv_2023).points_delta
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assert_in_delta 2.50, goal_retirement_statements(:grv_2025).points_delta, 0.001
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end
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test "soft_replace! soft-deletes self and inserts replacement" do
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new_stmt = nil
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assert_difference -> { Goal::RetirementStatement.unscoped.count }, 1 do
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new_stmt = @statement.soft_replace!(projected_monthly_amount: 1600)
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end
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assert @statement.reload.deleted
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assert_equal 1600, new_stmt.projected_monthly_amount.to_i
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assert_not new_stmt.deleted
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end
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test "money uses projected_currency" do
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assert_equal Money.new(1510, "EUR"), @statement.projected_monthly_amount_money
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end
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end
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