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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).
45 lines
1.0 KiB
Ruby
45 lines
1.0 KiB
Ruby
module Assistant
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Error = Class.new(StandardError)
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REGISTRY = {
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"builtin" => Assistant::Builtin,
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"external" => Assistant::External
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}.freeze
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class << self
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def for_chat(chat)
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implementation_for(chat).for_chat(chat)
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end
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def config_for(chat)
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raise Error, "chat is required" if chat.blank?
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Assistant::Builtin.config_for(chat)
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end
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def available_types
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REGISTRY.keys
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end
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def function_classes
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[
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Function::GetTransactions,
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Function::GetAccounts,
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Function::GetHoldings,
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Function::GetBalanceSheet,
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Function::GetIncomeStatement,
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Function::ImportBankStatement,
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Function::SearchFamilyFiles,
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Function::CreateSavingsGoal
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]
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end
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private
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def implementation_for(chat)
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raise Error, "chat is required" if chat.blank?
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type = ENV["ASSISTANT_TYPE"].presence || chat.user&.family&.assistant_type.presence || "builtin"
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REGISTRY.fetch(type) { REGISTRY["builtin"] }
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end
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end
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end
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