Files
sure/app/javascript/controllers/savings_goal_projection_chart_controller.js
Guillem Arias 696fbc0b43 feat(savings): match Claude Design — projection chart, target-icon modal, grouped funding accounts
Brings the savings goals UI closer to the Claude Design reference shared
by the user. Changes:

- Sidebar nav label: "Savings goals" → "Savings".
- Status pill copy: "Behind" → "Behind pace" (matches Pill component
  from GoalsCommon.jsx).
- Empty state rewritten with a large target icon, "No goals yet"
  heading, and the descriptive body copy from the design.

Goal detail page (matches GoalDetail.jsx):
- New "← All goals" back link above the header.
- 2-column hero: ring card on the left (320px column), Projection card
  on the right.
- Projection card uses a new D3 Stimulus controller
  (`savings-goal-projection-chart`) that draws:
    · saved area + line from goal creation → today (solid, primary)
    · dashed projection segment from today → target date (yellow when
      behind, green when on track)
    · horizontal dashed target line with label
    · today marker (vertical dashed line + dot)
  Data shape comes from `SavingsGoal#projection_payload`.
- Card subtitle generates a contextual sentence ("At $X/mo you'll fall
  short. Bump to $Y/mo to hit it on time." / "At your current pace
  you'll reach this goal around Month YYYY." / "Goal reached. Nice
  work.") with a strong tag highlighting the actionable figure.
- Stat row now shows Linked balance (sum across linked accounts) +
  "N accounts" sub-caption instead of duplicate "Target date" stat.

New goal modal (matches the design images 2 + 3):
- DS::Dialog custom header: DS::FilledIcon target glyph + title + step
  subtitle ("Step 1 of 2 · Goal details" / "Step 2 of 2 · Review &
  start") that updates as the user advances.
- Connected stepper at top of body: numbered circles connected by a
  bar, step-1 circle flips to ✓ when complete.
- Step 1 heading "What are you saving for?" + supporting copy.
- Name field paired with a target glyph affordance on its left.
- Target amount + Target date in a 2-col grid.
- Funding accounts list now grouped by account subtype with uppercase
  section headers (CHECKING / SAVINGS / HSA / CD / MONEY MARKET /
  OTHER), each row showing avatar + name + subtype + balance.
- Step 2 heading "Looks good?" + Review card (goal target + funding
  accounts summary + suggested monthly = target/months_remaining), and
  a disclosure for the optional initial contribution.
- Footer: "Cancel" left text-button (closes modal) / "Back" left text
  when on step 2; "Continue →" or "Create goal →" right arrow button.

Demo generator: Depository accounts now set `subtype` ("checking" /
"savings") on the accountable so they group correctly in the modal.

Tests: all green, 35 runs in the savings suite, 92 assertions.
2026-05-11 12:08:47 +02:00

201 lines
6.2 KiB
JavaScript

import { Controller } from "@hotwired/stimulus";
import * as d3 from "d3";
// Projection chart for a savings goal. Renders:
// - Saved area + line from goal creation → today (solid)
// - Dashed projection line from today → target date (yellow if behind,
// green if on track)
// - Horizontal dashed target line with label
// - Today marker (vertical line + dot)
//
// Data shape passed via `data-savings-goal-projection-chart-data-value`
// matches SavingsGoal#projection_payload.
export default class extends Controller {
static values = { data: Object };
connect() {
this._draw();
this._resize = this._draw.bind(this);
window.addEventListener("resize", this._resize);
}
disconnect() {
window.removeEventListener("resize", this._resize);
}
_draw() {
const root = this.element;
root.innerHTML = "";
const data = this.dataValue || {};
const width = root.clientWidth || 720;
const height = root.clientHeight || 240;
if (width <= 0 || height <= 0) return;
const margin = { top: 28, right: 24, bottom: 28, left: 16 };
const innerWidth = width - margin.left - margin.right;
const innerHeight = height - margin.top - margin.bottom;
const start = new Date(data.start_date);
const today = new Date(data.today);
const target = data.target_date ? new Date(data.target_date) : null;
const targetAmount = data.target_amount || 0;
const currentAmount = data.current_amount || 0;
const avgMonthly = data.avg_monthly || 0;
const endDate = target || new Date(today.getTime() + 30 * 24 * 60 * 60 * 1000);
const savedSeries = [{ date: start, value: 0 }].concat(
(data.saved_series || []).map((p) => ({ date: new Date(p.date), value: p.value })),
);
if (savedSeries[savedSeries.length - 1].date < today) {
savedSeries.push({ date: today, value: currentAmount });
}
const projectionEnd = target
? Math.max(currentAmount, currentAmount + avgMonthly * Math.max(0, this._monthsBetween(today, target)))
: currentAmount;
const projectionSeries = target
? [
{ date: today, value: currentAmount },
{ date: target, value: projectionEnd },
]
: [];
const yMax = Math.max(targetAmount * 1.05, projectionEnd, currentAmount, 1);
const x = d3.scaleTime().domain([start, endDate]).range([margin.left, margin.left + innerWidth]);
const y = d3.scaleLinear().domain([0, yMax]).range([margin.top + innerHeight, margin.top]);
const svg = d3
.select(root)
.append("svg")
.attr("width", width)
.attr("height", height)
.attr("viewBox", `0 0 ${width} ${height}`)
.attr("preserveAspectRatio", "none");
const defs = svg.append("defs");
const gradient = defs
.append("linearGradient")
.attr("id", `saved-fill-${this._id()}`)
.attr("x1", 0).attr("y1", 0).attr("x2", 0).attr("y2", 1);
gradient.append("stop").attr("offset", "0%").attr("stop-color", "var(--text-primary)").attr("stop-opacity", 0.10);
gradient.append("stop").attr("offset", "100%").attr("stop-color", "var(--text-primary)").attr("stop-opacity", 0);
if (targetAmount > 0) {
svg
.append("line")
.attr("x1", margin.left)
.attr("x2", margin.left + innerWidth)
.attr("y1", y(targetAmount))
.attr("y2", y(targetAmount))
.attr("stroke", "var(--border-strong)")
.attr("stroke-width", 1)
.attr("stroke-dasharray", "3 3");
svg
.append("text")
.attr("x", margin.left + innerWidth - 4)
.attr("y", y(targetAmount) - 6)
.attr("text-anchor", "end")
.attr("font-size", 10)
.attr("fill", "var(--text-secondary)")
.text(`Target · ${this._fmtMoney(targetAmount, data.currency)}`);
}
const area = d3
.area()
.x((d) => x(d.date))
.y0(margin.top + innerHeight)
.y1((d) => y(d.value))
.curve(d3.curveMonotoneX);
const line = d3
.line()
.x((d) => x(d.date))
.y((d) => y(d.value))
.curve(d3.curveMonotoneX);
svg
.append("path")
.datum(savedSeries)
.attr("fill", `url(#saved-fill-${this._id()})`)
.attr("d", area);
svg
.append("path")
.datum(savedSeries)
.attr("fill", "none")
.attr("stroke", "var(--text-primary)")
.attr("stroke-width", 2)
.attr("stroke-linejoin", "round")
.attr("stroke-linecap", "round")
.attr("d", line);
if (projectionSeries.length) {
const willHit = projectionEnd >= targetAmount;
svg
.append("path")
.datum(projectionSeries)
.attr("fill", "none")
.attr("stroke", willHit ? "var(--color-green-600)" : "var(--color-yellow-600)")
.attr("stroke-width", 2)
.attr("stroke-linecap", "round")
.attr("stroke-dasharray", "4 4")
.attr("d", line);
}
svg
.append("line")
.attr("x1", x(today))
.attr("x2", x(today))
.attr("y1", margin.top)
.attr("y2", margin.top + innerHeight)
.attr("stroke", "var(--border-subdued)")
.attr("stroke-width", 1)
.attr("stroke-dasharray", "2 4");
svg
.append("circle")
.attr("cx", x(today))
.attr("cy", y(currentAmount))
.attr("r", 4)
.attr("fill", "var(--text-primary)")
.attr("stroke", "var(--bg-container)")
.attr("stroke-width", 2);
const tickFmt = d3.timeFormat("%b %y");
const tickCount = Math.min(5, Math.max(2, Math.round(innerWidth / 110)));
const ticks = x.ticks(tickCount);
svg
.append("g")
.selectAll("text")
.data(ticks)
.enter()
.append("text")
.attr("x", (d) => x(d))
.attr("y", height - 8)
.attr("text-anchor", "middle")
.attr("font-size", 10)
.attr("fill", "var(--text-subdued)")
.text((d) => tickFmt(d));
}
_monthsBetween(a, b) {
return (b - a) / (1000 * 60 * 60 * 24 * 30.44);
}
_fmtMoney(amount, currency) {
const symbol = currency === "EUR" ? "€" : currency === "GBP" ? "£" : "$";
return `${symbol}${Math.round(amount).toLocaleString()}`;
}
_id() {
if (!this._cachedId) {
this._cachedId = Math.random().toString(36).slice(2, 8);
}
return this._cachedId;
}
}