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77660d2ee4
Adds a standalone Savings goals feature: a piggy-bank style tracker that lets a family set a target, link one or more Depository accounts as funding sources, and log manual contributions over time. Supersedes #1569 (closed) — same intent, redesigned per reviewer + Discord feedback. What this adds: - New `/savings_goals` sidebar entry (piggy-bank icon) with index, show, state-filtered tabs (all/active/paused/completed/archived), and a 2-step modal stepper for creation (Identity → Review). - Multi-account funding via a `SavingsGoalAccount` join: a goal requires ≥1 linked Depository account (checking/savings/HSA/CD/money-market), and all linked accounts must share the goal's currency. - Tracker balance model: goal balance = SUM(contributions.amount). No auto-flow from account balances. Contributions are pure logical records and don't move money between accounts. - Manual contributions modal scoped to the goal's linked accounts. Initial contributions seeded at creation can't be deleted; manual ones can. - AASM lifecycle: active / paused / completed / archived. Hard-delete only after archive. - Status pills (On track / Behind / Reached / No date) derived from pace vs target_date. - AI Assistant tool `create_savings_goal` lets the sidebar chat create a goal end-to-end from a natural-language prompt; soft errors carry the available-accounts list back to the LLM (mirrors the existing `import_bank_statement` pattern). - Family-scoped throughout (`Current.family`-only access, account family-scoping enforced both in controllers and the AI tool). - Demo data seed wires up 4 sample goals across the Depository accounts. Intentionally out of scope (separate PRs / v1.1): - Auto-fund from budget surplus + Sidekiq cron + budget-show card. - Dashboard "Savings goals" widget. - "Behind pace" projection chart on the detail page. - `evaluate_savings_goal_feasibility` LLM tool (level-setting before create_savings_goal). - Spend-less goals inside Budgets. - Family-member-private goals (deferred investigation).
59 lines
1.7 KiB
Ruby
59 lines
1.7 KiB
Ruby
class SavingsContributionsController < ApplicationController
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before_action :set_savings_goal
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before_action :set_contribution, only: :destroy
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def new
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@contribution = @savings_goal.savings_contributions.new(
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contributed_at: Date.current,
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currency: @savings_goal.currency,
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source: "manual"
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)
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end
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def create
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@contribution = @savings_goal.savings_contributions.new(contribution_params.merge(source: "manual"))
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@contribution.account = lookup_account(params.dig(:savings_contribution, :account_id))
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@contribution.currency = @savings_goal.currency
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if @contribution.save
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flash[:notice] = t(".success")
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respond_to do |format|
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format.html { redirect_to savings_goal_path(@savings_goal) }
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format.turbo_stream do
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render turbo_stream: turbo_stream.action(:redirect, savings_goal_path(@savings_goal))
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end
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end
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else
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render :new, status: :unprocessable_entity
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end
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end
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def destroy
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if @contribution.initial?
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redirect_to savings_goal_path(@savings_goal), alert: t(".initial_not_deletable")
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return
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end
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@contribution.destroy!
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redirect_to savings_goal_path(@savings_goal), notice: t(".success")
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end
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private
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def set_savings_goal
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@savings_goal = Current.family.savings_goals.find(params[:savings_goal_id])
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end
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def set_contribution
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@contribution = @savings_goal.savings_contributions.find(params[:id])
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end
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def contribution_params
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params.require(:savings_contribution).permit(:amount, :contributed_at, :notes)
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end
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def lookup_account(id)
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return nil if id.blank?
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@savings_goal.linked_accounts.find_by(id: id)
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end
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end
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