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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).
125 lines
3.7 KiB
JavaScript
125 lines
3.7 KiB
JavaScript
import { Controller } from "@hotwired/stimulus";
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// 2-step modal stepper for creating a savings goal.
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//
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// Single <form> with two panels. Step 1 collects identity (name, amount,
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// date, color, notes). Step 2 collects ≥1 linked depository accounts and
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// optionally an initial contribution. Submit button stays disabled until at
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// least one linked account is selected. Step state lives entirely in the
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// DOM — no half-records.
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export default class extends Controller {
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static targets = [
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"step1Panel",
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"step2Panel",
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"step1Indicator",
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"step2Indicator",
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"step1Field",
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"nameField",
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"targetAmountField",
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"linkedAccountCheckbox",
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"initialContributionAmount",
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"initialContributionAccountSelect",
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"reviewPanel",
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"reviewName",
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"reviewAmount",
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"reviewDate",
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"reviewAccounts",
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"submitButton",
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];
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next(event) {
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event?.preventDefault?.();
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if (!this.validateStep1()) return;
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this.step1PanelTarget.classList.add("hidden");
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this.step2PanelTarget.classList.remove("hidden");
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this.markStepActive(2);
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this.updateReview();
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this.refreshSubmitState();
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}
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back(event) {
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event?.preventDefault?.();
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this.step2PanelTarget.classList.add("hidden");
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this.step1PanelTarget.classList.remove("hidden");
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this.markStepActive(1);
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}
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linkedAccountChanged() {
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this.refreshAccountSelect();
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this.refreshSubmitState();
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this.updateReview();
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}
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validateStep1() {
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let ok = true;
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this.step1FieldTargets.forEach((field) => {
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if (!field.checkValidity()) {
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field.reportValidity();
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ok = false;
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}
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});
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return ok;
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}
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refreshSubmitState() {
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const anyChecked = this.linkedAccountCheckboxTargets.some((cb) => cb.checked);
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this.submitButtonTarget.disabled = !anyChecked;
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}
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refreshAccountSelect() {
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if (!this.hasInitialContributionAccountSelectTarget) return;
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const select = this.initialContributionAccountSelectTarget;
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const previous = select.value;
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select.innerHTML = "";
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const blank = document.createElement("option");
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blank.value = "";
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blank.textContent = select.dataset.blankLabel || "—";
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select.appendChild(blank);
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this.linkedAccountCheckboxTargets
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.filter((cb) => cb.checked)
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.forEach((cb) => {
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const opt = document.createElement("option");
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opt.value = cb.value;
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opt.textContent = cb.dataset.accountName || cb.value;
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select.appendChild(opt);
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});
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if ([...select.options].some((o) => o.value === previous)) {
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select.value = previous;
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}
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}
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updateReview() {
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if (!this.hasReviewPanelTarget) return;
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if (this.hasReviewNameTarget && this.hasNameFieldTarget) {
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this.reviewNameTarget.textContent = this.nameFieldTarget.value || "—";
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}
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if (this.hasReviewAmountTarget && this.hasTargetAmountFieldTarget) {
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this.reviewAmountTarget.textContent = this.targetAmountFieldTarget.value || "—";
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}
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if (this.hasReviewDateTarget) {
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const dateInput = this.element.querySelector('input[type="date"][name="savings_goal[target_date]"]');
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this.reviewDateTarget.textContent = dateInput?.value || "—";
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}
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if (this.hasReviewAccountsTarget) {
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const names = this.linkedAccountCheckboxTargets
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.filter((cb) => cb.checked)
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.map((cb) => cb.dataset.accountName || cb.value);
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this.reviewAccountsTarget.textContent = names.length ? names.join(", ") : "—";
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}
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}
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markStepActive(stepNumber) {
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if (this.hasStep1IndicatorTarget) {
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this.step1IndicatorTarget.classList.toggle("text-primary", stepNumber === 1);
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}
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if (this.hasStep2IndicatorTarget) {
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this.step2IndicatorTarget.classList.toggle("text-primary", stepNumber === 2);
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}
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}
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}
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