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88032ce020
Reshape the goals feature to live on top of linked-account balances. A goal's balance is now the live balance of every depository account linked to it — no parallel ledger, no "log a contribution" step. The "Add contribution" affordance is replaced by a 7-day GoalPledge (kind: transfer | manual_save). GoalPledge::Reconciler matches incoming Transactions (via Account::ProviderImportAdapter) and Valuations (via Account::ReconciliationManager) against open pledges within ±5 days, ±$0.50, or ±1% — single hook covers every provider (Plaid, SimpleFIN, Lunchflow, Enable Banking, Brex, IBKR, Kraken, SnapTrade) plus manual balance edits. A 15-minute Sidekiq cron sweeps expired pledges. Goal model: balance derived from linked_accounts.sum(&:balance), new pace (90-day net non-transfer inflow), months_of_runway, last_matched_pledge_*, pledge_action_label_key (the "I just transferred…" vs "I just saved…" verb switch). UI: - Index gets a 3-card KPI strip (Contributed last 30d / Needs this month / On track) plus a pending-pledges callout. - Show page swaps the "Add contribution" CTA for the pledge modal, replaces the contribution list with a pending-pledge banner, and rebuilds the funding widget into per-account rows with a 12-bucket weekly sparkline and last-30 inflow. - Projection chart adds a required-line (dashed light from today → target) and a translucent pending-pledge bump at today's X. Schema (3 migrations): 1. goal_pledges table with PG enums (goal_pledge_kind, goal_pledge_status), open-by-expiry index, and unique-when-not-null matched_transaction_id. 2. Drop goal_contributions. 3. Partial unique index on transactions ((extra -> 'goal' ->> 'pledge_id')) built CONCURRENTLY so it doesn't block prod. After pulling: run bin/rails db:migrate, then commit the schema.rb sync separately (or let CI regenerate). Deferred to v1.1: allocation columns, contention/archived banners, "why is this behind?" diagnostic, reallocate flow, refresh-sync + Plaid throttle, unallocated-cash chip, joint-account approval, goal_activities log, polymorphic matched_entry_id/type for manual pledge audit.
107 lines
3.1 KiB
Ruby
107 lines
3.1 KiB
Ruby
class Goals::CardComponent < ApplicationComponent
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RING_SIZE = 64
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RING_STROKE = 6
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def initialize(goal:)
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@goal = goal
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end
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attr_reader :goal
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def progress_percent
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goal.progress_percent
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end
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def ring_color
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case goal.status
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when :reached then "var(--color-green-600)"
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when :behind then "var(--color-yellow-600)"
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when :on_track then "var(--color-green-500)"
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else "var(--color-gray-400)"
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end
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end
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def linked_accounts
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@linked_accounts ||= goal.linked_accounts.to_a
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end
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def linked_accounts_count_label
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I18n.t("goals.goal_card.accounts", count: linked_accounts.size)
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end
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# Single screen-reader sentence for the card's title <a> aria-label.
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# Without this, the whole-card link would inherit every nested text node
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# as its accessible name (>15 strings on a typical card).
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def aria_label
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status_text = I18n.t("goals.status.#{goal.display_status}")
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progress_text = I18n.t("goals.goal_card.aria_progress",
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percent: progress_percent,
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target: goal.target_amount_money.format)
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[ goal.name, status_text, progress_text ].join(", ")
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end
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def secondary_line
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if goal.completed?
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I18n.t("goals.goal_card.completed")
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elsif goal.target_date.nil?
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I18n.t("goals.goal_card.no_target_date")
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else
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days = (goal.target_date - Date.current).to_i
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if days >= 0
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I18n.t("goals.goal_card.days_left_by", count: days, date: I18n.l(goal.target_date, format: :long))
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else
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I18n.t("goals.goal_card.past_due")
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end
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end
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end
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def ring_circumference
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@ring_circumference ||= 2 * Math::PI * ring_radius
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end
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def ring_radius
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@ring_radius ||= (RING_SIZE - RING_STROKE) / 2.0
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end
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def ring_offset
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pct = [ [ progress_percent.to_i, 0 ].max, 100 ].min
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ring_circumference * (1 - pct / 100.0)
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end
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def pace_line
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return nil if goal.archived? || goal.paused? || goal.completed? || goal.status == :reached
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avg = goal.pace_money.format
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target = goal.monthly_target_amount ? Money.new(goal.monthly_target_amount, goal.currency).format : nil
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if target
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I18n.t("goals.goal_card.pace_with_target", avg: avg, target: target)
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else
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I18n.t("goals.goal_card.pace_no_target", avg: avg)
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end
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end
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def footer_line
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if goal.archived?
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I18n.t("goals.goal_card.footer_archived")
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elsif goal.paused?
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I18n.t("goals.goal_card.footer_paused")
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elsif goal.completed? || goal.status == :reached
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I18n.t("goals.goal_card.footer_reached")
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elsif goal.status == :behind && goal.monthly_target_amount
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catch_up = Money.new(goal.monthly_target_amount, goal.currency).format
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I18n.t("goals.goal_card.footer_catch_up", amount: catch_up)
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elsif goal.status == :no_target_date
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I18n.t("goals.goal_card.footer_no_deadline")
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else
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days = goal.last_matched_pledge_days_ago
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if days.nil?
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I18n.t("goals.goal_card.footer_no_pledges")
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elsif days.zero?
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I18n.t("goals.goal_card.footer_last_today")
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else
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I18n.t("goals.goal_card.footer_last_days", count: days)
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end
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end
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end
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end
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