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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.
29 lines
1.1 KiB
Ruby
29 lines
1.1 KiB
Ruby
require "test_helper"
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class RetirementBucketEntryTest < ActiveSupport::TestCase
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setup do
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@entry = retirement_bucket_entries(:bob_investment)
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@goal = goals(:retirement_bob)
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end
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test "fixture is valid" do
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assert @entry.valid?, @entry.errors.full_messages.to_sentence
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end
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test "account is unique within a plan" do
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dup = RetirementBucketEntry.new(goal_retirement: @goal, account: @entry.account)
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assert_not dup.valid?
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assert_includes dup.errors.attribute_names, :account_id
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end
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test "account must belong to the plan's family" do
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other_family = Family.create!(name: "Other", currency: "USD", locale: "en", country: "US", timezone: "UTC")
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foreign = Account.create!(family: other_family, accountable: Depository.new, name: "Foreign", currency: "USD", balance: 1)
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entry = RetirementBucketEntry.new(goal_retirement: @goal, account: foreign)
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assert_not entry.valid?
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assert_includes entry.errors[:account],
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I18n.t("activerecord.errors.models.retirement_bucket_entry.attributes.account.must_belong_to_family")
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end
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end
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