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bf0f10c21f
Data plane for Retirement v2 (no FIRE math yet — that is PR3). Five migrations + four AR models, wired to Goal::Retirement. Models: - PensionSource — state/workplace/other source with country, pension system, tax treatment, payout shape (string-backed + inclusion validations rather than PG enums, so v2 can add countries without ALTER TYPE). monetize :amount; end_age required for fixed-term. - Goal::RetirementStatement — append-only audit journal. default_scope excludes soft-deleted rows; soft_replace! does soft-delete + insert; points_delta drives the "—"/signed Δ column; monetize against projected_currency. - Goal::RetirementAdjustment — signed today's-money deltas to the spending target, ordered, applicable_at?(age). - RetirementBucketEntry — account selection join, unique per plan, same-family guard. Goal::Retirement gains the four associations + bucket_accounts and an ADJUSTMENTS_LIMIT (10) cap. retirement_params jsonb added to goals for PR3 plan settings. Namespaced fixture classes mapped via set_fixture_class so the goal_retirement association resolves. Minimal fixtures + model tests (112 runs green, incl. goal/family/controller regression sweep). No new gems.
55 lines
1.7 KiB
Ruby
55 lines
1.7 KiB
Ruby
class Goal::RetirementStatement < ApplicationRecord
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include Monetizable
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self.table_name = "goal_retirement_statements"
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belongs_to :goal_retirement, class_name: "Goal::Retirement", foreign_key: :goal_retirement_id
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belongs_to :pension_source
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validates :received_on, presence: true
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validates :projected_monthly_amount, presence: true, numericality: { greater_than_or_equal_to: 0 }
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validates :projected_currency, presence: true
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# Append-only audit: soft-deleted rows stay in the table for history but
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# drop out of every normal read. Edits go through soft_replace!.
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default_scope { where(deleted: false) }
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scope :chronological, -> { order(:received_on) }
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monetize :projected_monthly_amount
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# Δ in pension points vs the prior active statement for the same source.
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# nil for the earliest row (renders "—" in the journal).
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def points_delta
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return nil if current_points.nil?
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prior = pension_source.statements
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.where("received_on < ?", received_on)
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.chronological
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.last
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return nil if prior.nil? || prior.current_points.nil?
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current_points - prior.current_points
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end
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# Edit = soft-delete this row + insert a replacement, preserving the
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# audit trail. Returns the new statement.
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def soft_replace!(attrs)
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new_statement = nil
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self.class.transaction do
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update_column(:deleted, true)
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new_statement = pension_source.statements.create!(
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attributes
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.except("id", "deleted", "created_at", "updated_at")
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.merge(attrs.stringify_keys)
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)
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end
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new_statement
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end
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private
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def monetizable_currency
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projected_currency
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end
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end
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