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