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d57bdd02e1
- Extract Custom pension calculator class (was mapped to Base, which raises NotImplementedError — now explicit and safe) - Remove if/custom short-circuit from estimated_monthly_pension — all systems go through pension_calculator uniformly - Add PENSION_SYSTEM_GROUPS constant for grouped UI select and COUNTRY_TO_PENSION_SYSTEM + suggest_pension_system(country) for auto-detection - Setup action pre-selects pension system and country from family profile - Form dropdown now uses grouped_options_for_select grouped by region - Show page displays UK State Pension qualifying-years progress bar for uk_sp - Add pension_system_groups i18n keys in EN/DE/ES/FR - Add UK progress i18n keys (uk_progress_title, uk_qualifying_years, uk_years_remaining) in all four locales - Add 5 calculator unit tests (DE, US, UK, FR, ES) and update schema.rb to reflect GeneralizePensionSystems migration (pension_params JSONB, data JSONB, current_points nullable, old DE-specific columns removed) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
179 lines
10 KiB
Plaintext
179 lines
10 KiB
Plaintext
<%# Shared fieldsets for retirement setup and edit forms %>
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<%# Personal Info %>
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<fieldset class="space-y-4">
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<legend class="text-lg font-medium text-primary"><%= t(".personal_section") %></legend>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div>
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<label for="retirement_config_birth_year" class="block text-sm font-medium text-secondary mb-1"><%= t(".birth_year") %></label>
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<%= f.number_field :birth_year, min: 1901, max: Date.current.year, class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2", required: true %>
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</div>
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<div>
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<label for="retirement_config_retirement_age" class="block text-sm font-medium text-secondary mb-1"><%= t(".retirement_age") %></label>
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<%= f.number_field :retirement_age, min: 50, max: 80, class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2", required: true %>
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</div>
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</div>
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</fieldset>
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<%# Financial Targets %>
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<fieldset class="space-y-4">
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<legend class="text-lg font-medium text-primary"><%= t(".financial_section") %></legend>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div>
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<label for="retirement_config_target_monthly_income" class="block text-sm font-medium text-secondary mb-1"><%= t(".target_monthly_income") %></label>
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<%= f.number_field :target_monthly_income, step: 100, min: 0, class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2", required: true %>
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</div>
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<div>
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<label for="retirement_config_current_monthly_savings" class="block text-sm font-medium text-secondary mb-1"><%= t(".current_monthly_savings") %></label>
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<%= f.number_field :current_monthly_savings, step: 50, min: 0, class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
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</div>
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</div>
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<div>
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<label for="retirement_config_currency" class="block text-sm font-medium text-secondary mb-1"><%= t(".currency") %></label>
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<%= f.select :currency, Money::Currency.as_options.map { |c| ["#{c.name} (#{c.iso_code})", c.iso_code] }, {}, class: "form-select w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
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</div>
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</fieldset>
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<%# Pension System %>
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<fieldset class="space-y-4" data-controller="pension-system">
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<legend class="text-lg font-medium text-primary"><%= t(".pension_section") %></legend>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div>
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<label for="retirement_config_pension_system" class="block text-sm font-medium text-secondary mb-1"><%= t(".pension_system") %></label>
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<%= f.select :pension_system,
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grouped_options_for_select(
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RetirementConfig::PENSION_SYSTEM_GROUPS.map do |group_key, systems|
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[
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t("retirement.pension_system_groups.#{group_key}"),
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systems.map { |k| [ t("retirement.pension_systems.#{k}", default: k.humanize), k ] }
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]
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end,
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f.object&.pension_system
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),
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{},
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class: "form-select w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2",
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data: { pension_system_target: "select", action: "change->pension-system#toggle" } %>
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</div>
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<div>
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<label for="retirement_config_country" class="block text-sm font-medium text-secondary mb-1"><%= t(".country") %></label>
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<%= f.text_field :country, class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
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</div>
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</div>
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<%# German GRV fields %>
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<div data-pension-system-target="fields" data-pension-system-key="de_grv" class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div>
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<label class="block text-sm font-medium text-secondary mb-1"><%= t(".de_expected_annual_points") %></label>
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<%= f.number_field "pension_params[expected_annual_points]", step: 0.01, min: 0,
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value: f.object&.pension_params&.dig("expected_annual_points"),
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class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
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<p class="text-xs text-secondary mt-1"><%= t(".de_expected_annual_points_hint") %></p>
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</div>
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<div>
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<label class="block text-sm font-medium text-secondary mb-1"><%= t(".de_rentenwert") %></label>
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<%= f.number_field "pension_params[rentenwert]", step: 0.01, min: 0,
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value: f.object&.pension_params&.dig("rentenwert"),
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class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
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<p class="text-xs text-secondary mt-1"><%= t(".de_rentenwert_hint") %></p>
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</div>
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<div>
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<label class="block text-sm font-medium text-secondary mb-1"><%= t(".de_contribution_start_year") %></label>
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<%= f.number_field "pension_params[contribution_start_year]", min: 1960, max: Date.current.year,
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value: f.object&.pension_params&.dig("contribution_start_year"),
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class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
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</div>
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</div>
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<%# US Social Security fields %>
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<div data-pension-system-target="fields" data-pension-system-key="us_ss" class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div>
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<label class="block text-sm font-medium text-secondary mb-1"><%= t(".us_estimated_monthly_benefit") %></label>
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<%= f.number_field "pension_params[estimated_monthly_benefit]", step: 0.01, min: 0,
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value: f.object&.pension_params&.dig("estimated_monthly_benefit"),
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class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
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<p class="text-xs text-secondary mt-1"><%= t(".us_estimated_monthly_benefit_hint") %></p>
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</div>
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</div>
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<%# UK State Pension fields %>
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<div data-pension-system-target="fields" data-pension-system-key="uk_sp" class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div>
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<label class="block text-sm font-medium text-secondary mb-1"><%= t(".uk_qualifying_years") %></label>
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<%= f.number_field "pension_params[qualifying_years]", step: 1, min: 0, max: 35,
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value: f.object&.pension_params&.dig("qualifying_years"),
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class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
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<p class="text-xs text-secondary mt-1"><%= t(".uk_qualifying_years_hint") %></p>
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</div>
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<div>
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<label class="block text-sm font-medium text-secondary mb-1"><%= t(".uk_full_weekly_rate") %></label>
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<%= f.number_field "pension_params[full_weekly_rate]", step: 0.01, min: 0,
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value: f.object&.pension_params&.dig("full_weekly_rate"),
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class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
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<p class="text-xs text-secondary mt-1"><%= t(".uk_full_weekly_rate_hint") %></p>
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</div>
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</div>
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<%# French Régime Général fields %>
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<div data-pension-system-target="fields" data-pension-system-key="fr_regime" class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div>
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<label class="block text-sm font-medium text-secondary mb-1"><%= t(".fr_estimated_monthly_pension") %></label>
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<%= f.number_field "pension_params[estimated_monthly_pension]", step: 0.01, min: 0,
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value: f.object&.pension_params&.dig("estimated_monthly_pension"),
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class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
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<p class="text-xs text-secondary mt-1"><%= t(".fr_estimated_monthly_pension_hint") %></p>
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</div>
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<div>
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<label class="block text-sm font-medium text-secondary mb-1"><%= t(".fr_trimestres") %></label>
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<%= f.number_field "pension_params[trimestres]", step: 1, min: 0,
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value: f.object&.pension_params&.dig("trimestres"),
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class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
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</div>
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</div>
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<%# Spanish Social Security fields %>
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<div data-pension-system-target="fields" data-pension-system-key="es_ss" class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div>
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<label class="block text-sm font-medium text-secondary mb-1"><%= t(".es_estimated_monthly_pension") %></label>
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<%= f.number_field "pension_params[estimated_monthly_pension]", step: 0.01, min: 0,
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value: f.object&.pension_params&.dig("estimated_monthly_pension"),
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class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
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<p class="text-xs text-secondary mt-1"><%= t(".es_estimated_monthly_pension_hint") %></p>
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</div>
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<div>
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<label class="block text-sm font-medium text-secondary mb-1"><%= t(".es_contribution_years") %></label>
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<%= f.number_field "pension_params[contribution_years]", step: 1, min: 0,
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value: f.object&.pension_params&.dig("contribution_years"),
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class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
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</div>
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</div>
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<%# Custom / Other — just use estimated pension from entries %>
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<div data-pension-system-target="fields" data-pension-system-key="custom" class="text-sm text-secondary">
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<p><%= t(".custom_hint") %></p>
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</div>
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</fieldset>
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<%# Assumptions %>
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<fieldset class="space-y-4">
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<legend class="text-lg font-medium text-primary"><%= t(".assumptions_section") %></legend>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div>
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<label for="retirement_config_expected_return_pct" class="block text-sm font-medium text-secondary mb-1"><%= t(".expected_return") %></label>
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<%= f.number_field :expected_return_pct, step: 0.1, min: 0, max: 30, class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
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</div>
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<div>
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<label for="retirement_config_inflation_pct" class="block text-sm font-medium text-secondary mb-1"><%= t(".inflation") %></label>
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<%= f.number_field :inflation_pct, step: 0.1, min: 0, max: 20, class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
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</div>
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<div>
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<label for="retirement_config_tax_rate_pct" class="block text-sm font-medium text-secondary mb-1"><%= t(".tax_rate") %></label>
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<%= f.number_field :tax_rate_pct, step: 0.01, min: 0, max: 100, class: "form-input w-full rounded-lg border border-secondary bg-container text-sm text-primary px-3 py-2" %>
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</div>
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</div>
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</fieldset>
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