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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).
33 lines
738 B
Ruby
33 lines
738 B
Ruby
class Savings::StatusPillComponent < ApplicationComponent
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VARIANTS = {
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on_track: { classes: "bg-green-600/10 text-green-700", icon: "check" },
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behind: { classes: "bg-yellow-500/10 text-yellow-700", icon: "alert-triangle" },
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reached: { classes: "bg-green-600/10 text-green-700", icon: "circle-check-big" },
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no_target_date: { classes: "bg-container-inset text-secondary", icon: "calendar-off" }
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}.freeze
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def initialize(goal:)
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@goal = goal
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end
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def status
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@goal.status
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end
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def variant
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VARIANTS.fetch(status, VARIANTS[:no_target_date])
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end
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def label
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I18n.t("savings_goals.status.#{status}")
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end
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def icon_name
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variant[:icon]
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end
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def classes
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variant[:classes]
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end
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end
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