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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).
30 lines
1.1 KiB
Plaintext
30 lines
1.1 KiB
Plaintext
<%# locals: (linkable_account_count:) %>
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<div class="bg-container rounded-xl shadow-border-xs py-16">
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<div class="flex flex-col items-center text-center max-w-md mx-auto">
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<div class="w-12 h-12 rounded-full bg-container-inset flex items-center justify-center mb-3">
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<%= icon("piggy-bank", size: "lg") %>
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</div>
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<h2 class="text-base font-medium text-primary mb-1"><%= t("savings_goals.empty_state.heading") %></h2>
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<p class="text-sm text-secondary mb-4"><%= t("savings_goals.empty_state.subtitle") %></p>
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<% if linkable_account_count > 0 %>
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<%= render DS::Link.new(
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text: t("savings_goals.empty_state.new_goal"),
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variant: "primary",
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href: new_savings_goal_path,
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icon: "plus",
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frame: :modal
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) %>
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<% else %>
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<p class="text-sm text-secondary mb-3"><%= t("savings_goals.empty_state.no_depository_accounts") %></p>
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<%= render DS::Link.new(
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text: t("savings_goals.empty_state.add_account"),
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variant: "primary",
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href: new_account_path,
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icon: "plus"
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) %>
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<% end %>
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</div>
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</div>
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