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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).
28 lines
1.7 KiB
Plaintext
28 lines
1.7 KiB
Plaintext
<div class="relative inline-flex items-center justify-center" style="width: <%= Savings::ProgressRingComponent::SIZE %>px; height: <%= Savings::ProgressRingComponent::SIZE %>px;">
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<svg width="<%= Savings::ProgressRingComponent::SIZE %>"
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height="<%= Savings::ProgressRingComponent::SIZE %>"
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viewBox="0 0 <%= Savings::ProgressRingComponent::SIZE %> <%= Savings::ProgressRingComponent::SIZE %>">
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<circle cx="<%= Savings::ProgressRingComponent::SIZE / 2.0 %>"
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cy="<%= Savings::ProgressRingComponent::SIZE / 2.0 %>"
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r="<%= Savings::ProgressRingComponent::RADIUS %>"
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fill="none"
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stroke="var(--color-gray-200)"
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stroke-width="<%= Savings::ProgressRingComponent::STROKE %>" />
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<circle cx="<%= Savings::ProgressRingComponent::SIZE / 2.0 %>"
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cy="<%= Savings::ProgressRingComponent::SIZE / 2.0 %>"
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r="<%= Savings::ProgressRingComponent::RADIUS %>"
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fill="none"
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stroke="<%= stroke_color %>"
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stroke-width="<%= Savings::ProgressRingComponent::STROKE %>"
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stroke-linecap="round"
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stroke-dasharray="<%= Savings::ProgressRingComponent::CIRCUMFERENCE %>"
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stroke-dashoffset="<%= offset %>"
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transform="rotate(-90 <%= Savings::ProgressRingComponent::SIZE / 2.0 %> <%= Savings::ProgressRingComponent::SIZE / 2.0 %>)" />
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</svg>
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<div class="absolute inset-0 flex flex-col items-center justify-center text-center">
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<span class="text-2xl font-semibold text-primary tabular-nums"><%= percent %>%</span>
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<span class="text-xs text-secondary tabular-nums mt-1"><%= current_label %></span>
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<span class="text-xs text-secondary tabular-nums">of <%= target_label %></span>
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</div>
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</div>
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