mirror of
https://github.com/we-promise/sure.git
synced 2026-05-30 15:59:02 +00:00
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).
37 lines
674 B
Ruby
37 lines
674 B
Ruby
class Savings::ProgressRingComponent < ApplicationComponent
|
|
SIZE = 180
|
|
STROKE = 14
|
|
RADIUS = (SIZE - STROKE) / 2.0
|
|
CIRCUMFERENCE = 2 * Math::PI * RADIUS
|
|
|
|
def initialize(goal:)
|
|
@goal = goal
|
|
end
|
|
|
|
attr_reader :goal
|
|
|
|
def percent
|
|
[ [ goal.progress_percent.to_i, 0 ].max, 100 ].min
|
|
end
|
|
|
|
def offset
|
|
CIRCUMFERENCE * (1 - percent / 100.0)
|
|
end
|
|
|
|
def stroke_color
|
|
case percent
|
|
when 0...25 then "var(--color-gray-400)"
|
|
when 25...75 then "var(--color-blue-500)"
|
|
else "var(--color-green-600)"
|
|
end
|
|
end
|
|
|
|
def current_label
|
|
goal.current_balance_money.format
|
|
end
|
|
|
|
def target_label
|
|
goal.target_amount_money.format
|
|
end
|
|
end
|