Files
sure/app/views/retirement/_form_fields.html.erb
ChakibMoMi 4f3230c904 Generalize pension system: multi-country strategy pattern
- Add JSONB pension_params column to retirement_configs
- Add data JSONB column to pension_entries
- Create pension calculator strategy classes (Base, DeGrv, UsSocialSecurity, UkStatePension, FrRegimeGeneral, EsSocialSecurity)
- Update RetirementConfig model to delegate to calculators
- Make PensionEntry.current_points optional for non-points systems
- Update controller strong params (pension_params: {})
- Add Stimulus pension_system_controller for dynamic form fields
- Update views with per-country field groups and conditional points columns
- Expand i18n (EN, DE) and add ES, FR locale files
- Update fixtures and tests for new schema

Addresses review feedback from jjmata on PR #1057
2026-04-09 00:37:11 +02:00

171 lines
10 KiB
Plaintext

<%# Shared fieldsets for retirement setup and edit forms %>
<%# Personal Info %>
<fieldset class="space-y-4">
<legend class="text-lg font-medium text-primary"><%= t(".personal_section") %></legend>
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
<div>
<label for="retirement_config_birth_year" class="block text-sm font-medium text-secondary mb-1"><%= t(".birth_year") %></label>
<%= f.number_field :birth_year, min: 1901, max: Date.current.year, class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2", required: true %>
</div>
<div>
<label for="retirement_config_retirement_age" class="block text-sm font-medium text-secondary mb-1"><%= t(".retirement_age") %></label>
<%= f.number_field :retirement_age, min: 50, max: 80, class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2", required: true %>
</div>
</div>
</fieldset>
<%# Financial Targets %>
<fieldset class="space-y-4">
<legend class="text-lg font-medium text-primary"><%= t(".financial_section") %></legend>
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
<div>
<label for="retirement_config_target_monthly_income" class="block text-sm font-medium text-secondary mb-1"><%= t(".target_monthly_income") %></label>
<%= f.number_field :target_monthly_income, step: 100, min: 0, class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2", required: true %>
</div>
<div>
<label for="retirement_config_current_monthly_savings" class="block text-sm font-medium text-secondary mb-1"><%= t(".current_monthly_savings") %></label>
<%= f.number_field :current_monthly_savings, step: 50, min: 0, class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
</div>
</div>
<div>
<label for="retirement_config_currency" class="block text-sm font-medium text-secondary mb-1"><%= t(".currency") %></label>
<%= f.select :currency, Money::Currency.as_options.map { |c| ["#{c.name} (#{c.iso_code})", c.iso_code] }, {}, class: "form-select w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
</div>
</fieldset>
<%# Pension System %>
<fieldset class="space-y-4" data-controller="pension-system">
<legend class="text-lg font-medium text-primary"><%= t(".pension_section") %></legend>
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
<div>
<label for="retirement_config_pension_system" class="block text-sm font-medium text-secondary mb-1"><%= t(".pension_system") %></label>
<%= f.select :pension_system,
RetirementConfig::PENSION_SYSTEMS.keys.map { |k| [t("retirement.pension_systems.#{k}", default: k.humanize), k] },
{},
class: "form-select w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2",
data: { pension_system_target: "select", action: "change->pension-system#toggle" } %>
</div>
<div>
<label for="retirement_config_country" class="block text-sm font-medium text-secondary mb-1"><%= t(".country") %></label>
<%= f.text_field :country, class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
</div>
</div>
<%# German GRV fields %>
<div data-pension-system-target="fields" data-pension-system-key="de_grv" class="grid grid-cols-1 md:grid-cols-3 gap-4">
<div>
<label class="block text-sm font-medium text-secondary mb-1"><%= t(".de_expected_annual_points") %></label>
<%= f.number_field "pension_params[expected_annual_points]", step: 0.01, min: 0,
value: f.object&.pension_params&.dig("expected_annual_points"),
class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
<p class="text-xs text-secondary mt-1"><%= t(".de_expected_annual_points_hint") %></p>
</div>
<div>
<label class="block text-sm font-medium text-secondary mb-1"><%= t(".de_rentenwert") %></label>
<%= f.number_field "pension_params[rentenwert]", step: 0.01, min: 0,
value: f.object&.pension_params&.dig("rentenwert"),
class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
<p class="text-xs text-secondary mt-1"><%= t(".de_rentenwert_hint") %></p>
</div>
<div>
<label class="block text-sm font-medium text-secondary mb-1"><%= t(".de_contribution_start_year") %></label>
<%= f.number_field "pension_params[contribution_start_year]", min: 1960, max: Date.current.year,
value: f.object&.pension_params&.dig("contribution_start_year"),
class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
</div>
</div>
<%# US Social Security fields %>
<div data-pension-system-target="fields" data-pension-system-key="us_ss" class="grid grid-cols-1 md:grid-cols-2 gap-4">
<div>
<label class="block text-sm font-medium text-secondary mb-1"><%= t(".us_estimated_monthly_benefit") %></label>
<%= f.number_field "pension_params[estimated_monthly_benefit]", step: 0.01, min: 0,
value: f.object&.pension_params&.dig("estimated_monthly_benefit"),
class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
<p class="text-xs text-secondary mt-1"><%= t(".us_estimated_monthly_benefit_hint") %></p>
</div>
</div>
<%# UK State Pension fields %>
<div data-pension-system-target="fields" data-pension-system-key="uk_sp" class="grid grid-cols-1 md:grid-cols-2 gap-4">
<div>
<label class="block text-sm font-medium text-secondary mb-1"><%= t(".uk_qualifying_years") %></label>
<%= f.number_field "pension_params[qualifying_years]", step: 1, min: 0, max: 35,
value: f.object&.pension_params&.dig("qualifying_years"),
class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
<p class="text-xs text-secondary mt-1"><%= t(".uk_qualifying_years_hint") %></p>
</div>
<div>
<label class="block text-sm font-medium text-secondary mb-1"><%= t(".uk_full_weekly_rate") %></label>
<%= f.number_field "pension_params[full_weekly_rate]", step: 0.01, min: 0,
value: f.object&.pension_params&.dig("full_weekly_rate"),
class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
<p class="text-xs text-secondary mt-1"><%= t(".uk_full_weekly_rate_hint") %></p>
</div>
</div>
<%# French Régime Général fields %>
<div data-pension-system-target="fields" data-pension-system-key="fr_regime" class="grid grid-cols-1 md:grid-cols-2 gap-4">
<div>
<label class="block text-sm font-medium text-secondary mb-1"><%= t(".fr_estimated_monthly_pension") %></label>
<%= f.number_field "pension_params[estimated_monthly_pension]", step: 0.01, min: 0,
value: f.object&.pension_params&.dig("estimated_monthly_pension"),
class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
<p class="text-xs text-secondary mt-1"><%= t(".fr_estimated_monthly_pension_hint") %></p>
</div>
<div>
<label class="block text-sm font-medium text-secondary mb-1"><%= t(".fr_trimestres") %></label>
<%= f.number_field "pension_params[trimestres]", step: 1, min: 0,
value: f.object&.pension_params&.dig("trimestres"),
class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
</div>
</div>
<%# Spanish Social Security fields %>
<div data-pension-system-target="fields" data-pension-system-key="es_ss" class="grid grid-cols-1 md:grid-cols-2 gap-4">
<div>
<label class="block text-sm font-medium text-secondary mb-1"><%= t(".es_estimated_monthly_pension") %></label>
<%= f.number_field "pension_params[estimated_monthly_pension]", step: 0.01, min: 0,
value: f.object&.pension_params&.dig("estimated_monthly_pension"),
class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
<p class="text-xs text-secondary mt-1"><%= t(".es_estimated_monthly_pension_hint") %></p>
</div>
<div>
<label class="block text-sm font-medium text-secondary mb-1"><%= t(".es_contribution_years") %></label>
<%= f.number_field "pension_params[contribution_years]", step: 1, min: 0,
value: f.object&.pension_params&.dig("contribution_years"),
class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
</div>
</div>
<%# Custom / Other — just use estimated pension from entries %>
<div data-pension-system-target="fields" data-pension-system-key="custom" class="text-sm text-secondary">
<p><%= t(".custom_hint") %></p>
</div>
</fieldset>
<%# Assumptions %>
<fieldset class="space-y-4">
<legend class="text-lg font-medium text-primary"><%= t(".assumptions_section") %></legend>
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
<div>
<label for="retirement_config_expected_return_pct" class="block text-sm font-medium text-secondary mb-1"><%= t(".expected_return") %></label>
<%= f.number_field :expected_return_pct, step: 0.1, min: 0, max: 30, class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
</div>
<div>
<label for="retirement_config_inflation_pct" class="block text-sm font-medium text-secondary mb-1"><%= t(".inflation") %></label>
<%= f.number_field :inflation_pct, step: 0.1, min: 0, max: 20, class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
</div>
<div>
<label for="retirement_config_tax_rate_pct" class="block text-sm font-medium text-secondary mb-1"><%= t(".tax_rate") %></label>
<%= f.number_field :tax_rate_pct, step: 0.01, min: 0, max: 100, class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
</div>
</div>
</fieldset>