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26bb333c34
Functional data-entry surface on the (still preview) /retirement page. The polished combined-page UI is PR4; this ships plain forms + lists so a preview user can populate a plan end to end. - RetirementScoped concern: tier-1 preview gate + tier-2 family killswitch + per-owner plan bootstrap (Goal::Retirement.for_owner find-or-creates, so children always have a parent). RetirementController now uses it. - Nested controllers under Retirement::: PensionSources (full CRUD), Statements (new/create + soft-delete destroy — append-only audit), Adjustments (full CRUD), Buckets (replace-all account selection, same-family filtered). All scoped to the current user's own plan, so cross-user access is impossible by construction. - Routes nested under `resource :retirement` via `scope module:`. - Views: show page rewritten into management sections (sources, adjustments, bucket checkboxes, statement journal) + plain styled_form_with forms. Money carries privacy-sensitive. - Goal gains a target_amount_required? hook (true); Goal::Retirement overrides it false — the forecast owns the target (PR3), so a plan can exist before any target is set. - EN locale for the new surface. 111 controller+model tests green. Note: delete uses Turbo confirm for now; PR4 swaps in the skinned DS::Dialog per the design.
37 lines
1.4 KiB
Ruby
37 lines
1.4 KiB
Ruby
require "test_helper"
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class Retirement::BucketsControllerTest < ActionDispatch::IntegrationTest
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setup do
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@user = users(:family_admin)
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@user.update!(preferences: (@user.preferences || {}).merge("preview_features_enabled" => true))
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@user.family.update!(retirement_disabled: false)
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sign_in @user
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ensure_tailwind_build
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@plan = Goal::Retirement.for_owner(@user)
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end
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test "update replaces the selected accounts" do
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keep = accounts(:investment)
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add = accounts(:depository)
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patch retirement_bucket_url, params: { bucket: { account_ids: [ keep.id, add.id ] } }
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assert_redirected_to retirement_path
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assert_equal [ add.id, keep.id ].sort, @plan.retirement_bucket_entries.pluck(:account_id).sort
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end
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test "update with empty selection clears the bucket" do
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patch retirement_bucket_url, params: { bucket: { account_ids: [] } }
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assert_equal 0, @plan.retirement_bucket_entries.count
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end
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test "ignores accounts from another 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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patch retirement_bucket_url, params: { bucket: { account_ids: [ foreign.id ] } }
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assert_not_includes @plan.retirement_bucket_entries.pluck(:account_id), foreign.id
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end
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end
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