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P1: drop the sparkline + the single mixed hero. Hero became 3 separate KPI cards (Contributed last 30d, Needs this month, Goals on track), matching the Transactions page pattern. Each KPI answers a question the user opens the page asking — saving rate, this-month action, overall health. P3: empty state copy + CTA now reflect the reason it is empty. Search returns 0 → "No goals match X" + Clear search. Chip set to non-all → "No goals match this filter" + Show all. Both → both reasons + both buttons. Drop: total_savings_balance, savings_balance_series, savings_balance_30d_delta on Family (no other consumers). Add: Family#contribution_velocity(range:).
274 lines
9.6 KiB
Ruby
274 lines
9.6 KiB
Ruby
class SavingsGoalsController < ApplicationController
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before_action :set_savings_goal, only: %i[show edit update destroy pause resume complete archive unarchive]
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STATE_FILTERS = %w[all active paused completed archived].freeze
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def index
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@counts = STATE_FILTERS.each_with_object({}) do |state, h|
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h[state] = state == "all" ? Current.family.savings_goals.count : Current.family.savings_goals.where(state: state).count
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end
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all_goals = Current.family.savings_goals.with_current_balance.alphabetically.to_a
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@active_goals = all_goals.reject { |g| %w[completed archived].include?(g.state) }
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@completed_goals = all_goals.select { |g| g.state == "completed" }
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@linkable_account_count = Current.family.accounts.where(accountable_type: "Depository").visible.count
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@savings_accounts = Current.family.savings_subtype_accounts
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@account_goal_counts = goal_count_per_account(@savings_accounts)
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@kpi = kpi_payload(@active_goals)
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@show_search = @active_goals.size > 6
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end
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def show
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@contributions = @savings_goal.savings_contributions.includes(:account).chronological.limit(50)
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@funding_breakdown = funding_breakdown_for(@savings_goal)
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@stats = stats_for(@savings_goal)
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end
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def new
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@savings_goal = Current.family.savings_goals.new(
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color: SavingsGoal::COLORS.sample,
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currency: Current.family.primary_currency_code
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)
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@linkable_accounts = linkable_accounts_for_new
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end
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def create
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@savings_goal = Current.family.savings_goals.new(savings_goal_params)
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accounts = lookup_accounts(params.dig(:savings_goal, :account_ids))
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@savings_goal.currency = accounts.first.currency if accounts.any? && @savings_goal.currency.blank?
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SavingsGoal.transaction do
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accounts.each { |a| @savings_goal.savings_goal_accounts.build(account: a) }
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@savings_goal.save!
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create_initial_contribution_if_provided!(@savings_goal, accounts)
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end
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flash[:notice] = t(".success")
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respond_to do |format|
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format.html { redirect_to savings_goal_path(@savings_goal) }
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format.turbo_stream do
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render turbo_stream: turbo_stream.action(:redirect, savings_goal_path(@savings_goal))
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end
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end
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rescue ActiveRecord::RecordInvalid
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@linkable_accounts = linkable_accounts_for_new
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render :new, status: :unprocessable_entity
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end
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def edit
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end
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def update
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if @savings_goal.update(savings_goal_update_params)
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flash[:notice] = t(".success")
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respond_to do |format|
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format.html { redirect_to savings_goal_path(@savings_goal) }
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format.turbo_stream do
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render turbo_stream: turbo_stream.action(:redirect, savings_goal_path(@savings_goal))
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end
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end
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else
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render :edit, status: :unprocessable_entity
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end
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end
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def destroy
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unless @savings_goal.archived?
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redirect_to savings_goal_path(@savings_goal), alert: t(".archive_first")
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return
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end
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@savings_goal.destroy!
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redirect_to savings_goals_path, notice: t(".success")
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end
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def pause
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perform_transition!(:pause)
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end
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def resume
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perform_transition!(:resume)
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end
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def complete
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perform_transition!(:complete)
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end
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def archive
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perform_transition!(:archive)
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end
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def unarchive
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perform_transition!(:unarchive)
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end
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private
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def set_savings_goal
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@savings_goal = Current.family.savings_goals.find(params[:id])
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end
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def savings_goal_params
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params.require(:savings_goal).permit(:name, :target_amount, :target_date, :color, :notes)
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end
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def savings_goal_update_params
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params.require(:savings_goal).permit(:name, :target_amount, :target_date, :color, :notes)
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end
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def lookup_accounts(ids)
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return [] if ids.blank?
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ids = Array(ids).reject(&:blank?)
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Current.family.accounts.where(accountable_type: "Depository").visible.where(id: ids).to_a
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end
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def linkable_accounts_for_new
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Current.family.accounts.where(accountable_type: "Depository").visible.alphabetically.to_a
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end
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def create_initial_contribution_if_provided!(goal, accounts)
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amount = params.dig(:savings_goal, :initial_contribution_amount)
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account_id = params.dig(:savings_goal, :initial_contribution_account_id)
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return if amount.blank? || account_id.blank?
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return unless BigDecimal(amount.to_s) > 0
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source = accounts.find { |a| a.id == account_id }
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raise ActiveRecord::RecordInvalid.new(goal) unless source
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goal.savings_contributions.create!(
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account: source,
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amount: amount,
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currency: goal.currency,
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source: "initial",
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contributed_at: Date.current
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)
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end
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def funding_breakdown_for(goal)
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totals = goal.savings_contributions
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.group(:account_id)
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.sum(:amount)
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goal.linked_accounts.map do |account|
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amount = totals[account.id] || 0
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{ account: account, amount: amount, money: Money.new(amount, goal.currency) }
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end
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end
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def kpi_payload(active_goals)
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family = Current.family
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currency = family.primary_currency_code
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today = Date.current
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velocity_30d = family.contribution_velocity(range: (today - 30)..today)
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velocity_prior_30d = family.contribution_velocity(range: (today - 60)..(today - 31))
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delta_amount = velocity_30d - velocity_prior_30d
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delta_percent = velocity_prior_30d.zero? ? nil : ((delta_amount / velocity_prior_30d) * 100).round(1)
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velocity_direction = if delta_amount.positive? then :up
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elsif delta_amount.negative? then :down
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else :flat
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end
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behind = active_goals.select { |g| g.status == :behind }
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on_track = active_goals.select { |g| g.status == :on_track }
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no_date = active_goals.select { |g| g.status == :no_target_date }
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paused = active_goals.select(&:paused?)
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needs = behind.sum { |g| g.monthly_target_amount.to_d }
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{
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currency: currency,
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velocity_30d: velocity_30d,
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velocity_30d_money: Money.new(velocity_30d.abs, currency),
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velocity_prior_30d_money: Money.new(velocity_prior_30d, currency),
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velocity_30d_sign: velocity_direction == :down ? "−" : (velocity_direction == :up ? "+" : ""),
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velocity_delta_amount_money: Money.new(delta_amount.abs, currency),
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velocity_delta_percent: delta_percent,
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velocity_direction: velocity_direction,
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needs_this_month_money: Money.new(needs, currency),
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behind_count: behind.size,
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on_track_count: on_track.size,
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no_date_count: no_date.size,
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paused_count: paused.size,
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active_total: active_goals.size
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}
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end
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def goal_count_per_account(accounts)
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return {} if accounts.empty?
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SavingsGoalAccount
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.where(account_id: accounts.map(&:id))
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.joins(:savings_goal)
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.where.not(savings_goals: { state: %w[archived] })
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.group(:account_id)
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.count
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end
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def stats_for(goal)
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avg = goal.average_monthly_contribution.to_d
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sub_avg = if goal.monthly_target_amount && goal.monthly_target_amount.to_d > avg
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t("savings_goals.show.stats.needs_per_month", amount: Money.new(goal.monthly_target_amount, goal.currency).format)
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else
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t("savings_goals.show.stats.above_target_pace")
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end
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sub_target = if goal.monthly_target_amount
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t("savings_goals.show.stats.needs_per_month", amount: Money.new(goal.monthly_target_amount, goal.currency).format)
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else
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t("savings_goals.show.stats.no_required_pace")
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end
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months_since_start = ((Date.current.year - goal.created_at.year) * 12 + (Date.current.month - goal.created_at.month)).clamp(0, 1200)
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sub_started = t("savings_goals.show.stats.months_ago", count: months_since_start)
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linked_balance = goal.linked_accounts.sum { |a| a.balance.to_d }
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sub_linked = t("savings_goals.show.stats.n_accounts", count: goal.linked_accounts.size)
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summary = projection_summary(goal, avg)
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{
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avg_monthly: avg,
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avg_monthly_sub: sub_avg,
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contributions_count: goal.savings_contributions.count,
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monthly_target_sub: sub_target,
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started_sub: sub_started,
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linked_balance: linked_balance,
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linked_balance_sub: sub_linked,
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projection_summary: summary
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}
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end
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def projection_summary(goal, avg_monthly)
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currency = goal.currency
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money = ->(amount) { Money.new(amount, currency).format }
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if goal.completed? || goal.progress_percent >= 100
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t("savings_goals.show.projection.reached")
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elsif goal.target_date.nil?
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t("savings_goals.show.projection.no_target_date")
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elsif goal.monthly_target_amount && avg_monthly < goal.monthly_target_amount
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t("savings_goals.show.projection.behind",
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current: money.call(avg_monthly),
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required: money.call(goal.monthly_target_amount))
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elsif avg_monthly.positive?
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months_to_target = (goal.remaining_amount.to_d / avg_monthly).ceil
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projected_date = Date.current >> months_to_target.to_i
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t("savings_goals.show.projection.on_track",
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date: projected_date.strftime("%b %Y"))
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else
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t("savings_goals.show.projection.no_pace")
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end
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end
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def perform_transition!(event)
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if @savings_goal.aasm.may_fire_event?(event)
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@savings_goal.public_send("#{event}!")
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respond_to do |format|
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format.html { redirect_to savings_goal_path(@savings_goal), notice: t(".success") }
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format.turbo_stream do
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render turbo_stream: turbo_stream.action(:redirect, savings_goal_path(@savings_goal))
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end
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end
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else
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redirect_to savings_goal_path(@savings_goal), alert: t(".invalid_transition")
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end
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end
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end
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