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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.
40 lines
1.1 KiB
Ruby
40 lines
1.1 KiB
Ruby
require "test_helper"
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class PensionSourceTest < ActiveSupport::TestCase
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setup do
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@source = pension_sources(:de_grv_bob)
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end
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test "fixture is valid" do
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assert @source.valid?, @source.errors.full_messages.to_sentence
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end
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test "validates enum-like inclusions" do
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@source.kind = "bogus"
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assert_not @source.valid?
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assert_includes @source.errors.attribute_names, :kind
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end
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test "end_age required for fixed-term payout" do
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@source.payout_shape = "monthly_fixed_term"
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@source.end_age = nil
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assert_not @source.valid?
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assert_includes @source.errors[:end_age],
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I18n.t("activerecord.errors.models.pension_source.attributes.end_age.required_for_fixed_term")
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end
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test "end_age must exceed start_age" do
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@source.end_age = @source.start_age - 1
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assert_not @source.valid?
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end
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test "amount_money uses the source currency" do
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assert_equal Money.new(1510, "EUR"), @source.amount_money
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end
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test "effective_rate_override bounded between 0 and 1" do
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@source.effective_rate_override = 1.5
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assert_not @source.valid?
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end
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end
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