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User-facing rename + structural rename. Feature is now called just "Goals" everywhere — page title, sidebar nav, modal headings, flash messages, AI assistant tool. Code identifiers follow: - Models: SavingsGoal → Goal, SavingsContribution → GoalContribution, SavingsGoalAccount → GoalAccount. - Tables: savings_goals → goals, savings_contributions → goal_contributions, savings_goal_accounts → goal_accounts. FK columns savings_goal_id → goal_id. New migration db/migrate/20260511100003_rename_savings_to_goals.rb uses rename_table + rename_column; PG handles index renaming and FK redirection automatically. - Controllers: SavingsGoalsController → GoalsController, SavingsContributionsController → GoalContributionsController. - Routes: /savings_goals → /goals, nested /goals/:id/contributions (resource name shifts; old route name aliases dropped). - ViewComponent namespace: Savings::* → Goals::*. Component class names drop their redundant "Goal" prefix where the namespace already carries it: Savings::GoalCardComponent → Goals::CardComponent, Savings::GoalAvatarComponent → Goals::AvatarComponent. Others keep their names (Goals::ProgressRingComponent, Goals::StatusPillComponent, Goals::AccountStackComponent, Goals::FundingAccountsBreakdownComponent). - Stimulus controllers: savings_goal_* → goal_*, savings_goals_filter → goals_filter. Stimulus identifiers in data-controller / data-* attributes follow. - Locale keys: savings_goals: → goals: (top level), savings_contributions: → goal_contributions: (top level). All t() callers updated. - AI assistant tool: Assistant::Function::CreateSavingsGoal → Assistant::Function::CreateGoal, tool name "create_savings_goal" → "create_goal", description / response text updated. - Sidebar nav label "Savings" → "Goals". Goals/show + index page title "Savings" → "Goals". Empty goals_section heading/subtitle dropped (duplicated the page title post-rename). Original migrations create_savings_goals / create_savings_goal_accounts / create_savings_contributions remain untouched so historical replay still works; the rename migration runs on top.
187 lines
9.1 KiB
Plaintext
187 lines
9.1 KiB
Plaintext
<div class="space-y-8 pb-6 lg:pb-12">
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<header>
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<h1 class="text-2xl font-semibold text-primary"><%= t(".title") %></h1>
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<p class="text-sm text-secondary mt-1"><%= t(".subtitle") %></p>
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</header>
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<% if @counts["all"].zero? %>
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<%= render "empty_state", linkable_account_count: @linkable_account_count %>
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<% else %>
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<%# KPI strip %>
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<section class="grid grid-cols-1 md:grid-cols-3 gap-3">
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<%# Velocity %>
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<div class="bg-container rounded-xl shadow-border-xs px-5 py-5">
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<p class="text-[11px] font-medium uppercase tracking-wide text-secondary"><%= t(".kpi.velocity_label") %></p>
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<p class="text-3xl font-medium text-primary tabular-nums mt-2 privacy-sensitive">
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<%= @kpi[:velocity_30d_sign] %><%= @kpi[:velocity_30d_money].format %>
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</p>
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<% if @kpi[:velocity_direction] == :flat %>
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<p class="text-xs text-secondary mt-1 tabular-nums">
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<% if @kpi[:velocity_prior_30d_money].zero? && @kpi[:velocity_30d_money].zero? %>
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<%= t(".kpi.velocity_delta_zero_base") %>
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<% else %>
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<%= t(".kpi.velocity_delta_flat") %>
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<% end %>
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</p>
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<% elsif @kpi[:velocity_delta_percent].nil? %>
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<p class="text-xs text-success mt-1 tabular-nums"><%= t(".kpi.velocity_delta_zero_base") %></p>
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<% else %>
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<p class="text-xs <%= @kpi[:velocity_direction] == :up ? "text-success" : "text-destructive" %> mt-1 tabular-nums">
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<%= t(".kpi.velocity_delta_#{@kpi[:velocity_direction]}", percent: @kpi[:velocity_delta_percent].abs) %>
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</p>
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<% end %>
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</div>
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<%# Needs this month %>
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<div class="bg-container rounded-xl shadow-border-xs px-5 py-5">
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<p class="text-[11px] font-medium uppercase tracking-wide text-secondary"><%= t(".kpi.needs_this_month_label") %></p>
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<p class="text-3xl font-medium text-primary tabular-nums mt-2 privacy-sensitive"><%= @kpi[:needs_this_month_money].format %></p>
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<p class="text-xs text-secondary mt-1">
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<% if @kpi[:behind_count].zero? %>
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<%= t(".kpi.needs_this_month_zero_sub") %>
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<% else %>
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<%= t(".kpi.needs_this_month_sub", count: @kpi[:behind_count]) %>
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<% end %>
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</p>
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</div>
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<%# On-track count %>
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<div class="bg-container rounded-xl shadow-border-xs px-5 py-5">
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<p class="text-[11px] font-medium uppercase tracking-wide text-secondary"><%= t(".kpi.on_track_label") %></p>
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<p class="text-3xl font-medium text-primary tabular-nums mt-2">
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<%= t(".kpi.on_track_value", on_track: @kpi[:on_track_count], total: @kpi[:active_total]) %>
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</p>
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<p class="text-xs text-secondary mt-1">
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<%
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parts = []
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parts << t(".kpi.on_track_sub_parts.behind", count: @kpi[:behind_count]) if @kpi[:behind_count].positive?
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parts << t(".kpi.on_track_sub_parts.no_date", count: @kpi[:no_date_count]) if @kpi[:no_date_count].positive?
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parts << t(".kpi.on_track_sub_parts.paused", count: @kpi[:paused_count]) if @kpi[:paused_count].positive?
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%>
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<% if parts.any? %>
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<%= parts.join(" · ") %>
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<% else %>
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<%= t(".kpi.on_track_sub_all_good") %>
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<% end %>
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</p>
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</div>
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</section>
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<%# Goals section %>
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<section data-controller="goals-filter"
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data-goals-filter-empty-query-value="<%= t(".search.empty_with_query", query: "__QUERY__") %>"
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data-goals-filter-empty-filter-value="<%= t(".search.empty_with_filter") %>"
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data-goals-filter-empty-both-value="<%= t(".search.empty_with_both", query: "__QUERY__") %>"
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data-goals-filter-empty-default-value="<%= t(".search.empty") %>">
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<% if @linkable_account_count > 0 %>
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<div class="flex items-center justify-end mb-3">
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<%= render DS::Link.new(
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text: t(".new_goal"),
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variant: "primary",
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href: new_goal_path,
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icon: "plus",
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frame: :modal
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) %>
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</div>
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<% end %>
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<% if @show_search %>
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<div class="flex flex-wrap items-center gap-2.5 mb-4">
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<div class="relative flex-1 min-w-[200px]">
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<input type="search"
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autocomplete="off"
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data-goals-filter-target="input"
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data-action="input->goals-filter#filter"
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aria-label="<%= t(".search.aria_label") %>"
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placeholder="<%= t(".search.placeholder") %>"
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class="block w-full border border-secondary rounded-md py-2.5 pl-10 pr-3 bg-container focus:ring-gray-500 sm:text-sm">
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<div class="absolute inset-y-0 left-0 flex items-center pl-3 pointer-events-none">
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<%= icon "search", class: "text-secondary" %>
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</div>
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</div>
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<div class="inline-flex items-center gap-1 p-1 bg-surface-inset rounded-xl">
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<% %w[all on_track behind no_target_date paused].each do |status| %>
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<% active = status == "all" %>
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<button type="button"
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data-goals-filter-target="chip"
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data-action="click->goals-filter#selectChip"
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data-status="<%= status %>"
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aria-pressed="<%= active %>"
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class="px-2.5 py-1 text-xs font-medium rounded-lg transition-colors focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-alpha-black-100 <%= active ? "bg-container shadow-border-xs text-primary" : "text-secondary" %>">
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<%= t(".chips.#{status}") %>
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</button>
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<% end %>
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</div>
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</div>
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<% end %>
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<% if @active_goals.any? %>
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<div class="flex items-center gap-1.5 mb-4 text-[11px] font-medium uppercase tracking-wide text-secondary">
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<span><%= t(".ongoing_section.heading") %></span>
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<span class="text-subdued">·</span>
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<span class="tabular-nums" data-goals-filter-target="count"><%= @active_goals.size %></span>
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</div>
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<div class="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-3 gap-3.5" data-goals-filter-target="grid">
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<% @active_goals.each do |goal| %>
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<%= render Goals::CardComponent.new(goal: goal) %>
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<% end %>
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</div>
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<div class="hidden bg-container rounded-xl shadow-border-xs py-10 text-center" data-goals-filter-target="empty">
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<p class="text-sm text-secondary" data-goals-filter-target="emptyCopy"><%= t(".search.empty") %></p>
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<div class="mt-3 flex items-center justify-center gap-2">
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<button type="button"
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class="hidden text-xs font-medium text-secondary underline-offset-2 hover:underline focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-alpha-black-100"
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data-goals-filter-target="emptyClearSearch"
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data-action="click->goals-filter#clearSearch">
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<%= t(".search.clear_search") %>
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</button>
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<button type="button"
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class="hidden text-xs font-medium text-secondary underline-offset-2 hover:underline focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-alpha-black-100"
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data-goals-filter-target="emptyClearFilter"
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data-action="click->goals-filter#clearFilter">
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<%= t(".search.show_all") %>
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</button>
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</div>
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</div>
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<% else %>
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<div class="bg-container rounded-xl shadow-border-xs py-12 text-center">
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<p class="text-sm text-secondary"><%= t(".empty_filtered") %></p>
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</div>
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<% end %>
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</section>
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<% if @completed_goals.any? %>
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<section>
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<div class="flex items-center gap-1.5 mb-4 text-[11px] font-medium uppercase tracking-wide text-secondary">
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<span><%= t(".completed_section.heading") %></span>
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<span class="text-subdued">·</span>
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<span class="tabular-nums"><%= @completed_goals.size %></span>
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</div>
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<div class="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-3 gap-3.5">
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<% @completed_goals.each do |goal| %>
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<%= render Goals::CardComponent.new(goal: goal) %>
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<% end %>
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</div>
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</section>
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<% end %>
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<% if @archived_goals.any? %>
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<section>
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<details class="group">
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<summary class="inline-flex items-center gap-1.5 mb-4 text-[11px] font-medium uppercase tracking-wide text-secondary cursor-pointer list-none">
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<span class="text-subdued group-open:rotate-90 transition-transform"><%= icon("chevron-right", size: "sm") %></span>
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<span><%= t(".archived_section.heading") %></span>
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<span class="text-subdued">·</span>
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<span class="tabular-nums"><%= @archived_goals.size %></span>
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</summary>
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<div class="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-3 gap-3.5">
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<% @archived_goals.each do |goal| %>
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<%= render Goals::CardComponent.new(goal: goal) %>
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<% end %>
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</div>
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</details>
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</section>
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<% end %>
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<% end %>
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</div>
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