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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.
43 lines
1.2 KiB
Ruby
43 lines
1.2 KiB
Ruby
class Retirement::StatementsController < ApplicationController
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include RetirementScoped
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before_action :set_statement, only: %i[destroy]
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def new
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@statement = @plan.statements.new(
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received_on: Date.current,
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projected_currency: Current.family.primary_currency_code
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)
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@pension_sources = @plan.pension_sources.order(:start_age)
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end
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def create
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@statement = @plan.statements.new(statement_params)
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if @statement.save
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redirect_to retirement_path, notice: t(".created")
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else
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@pension_sources = @plan.pension_sources.order(:start_age)
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render :new, status: :unprocessable_entity
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end
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end
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# Append-only audit: deleting flips the soft-delete flag so history is kept.
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def destroy
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@statement.update!(deleted: true)
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redirect_to retirement_path, notice: t(".deleted")
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end
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private
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def set_statement
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@statement = @plan.statements.find(params[:id])
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end
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def statement_params
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params.require(:goal_retirement_statement).permit(
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:pension_source_id, :received_on, :projected_monthly_amount,
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:projected_currency, :projected_at_age, :current_points,
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:raw_source_doc, :notes
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)
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end
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end
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