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sure/app/views/goals/_form_stepper.html.erb
Guillem Arias 9b61e4a41b refactor: rename Savings Goals feature to Goals
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.
2026-05-11 20:08:32 +02:00

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<%# locals: (goal:, linkable_accounts:) %>
<div data-controller="goal-stepper">
<% if goal.errors[:base].any? %>
<%= render "shared/form_errors", model: goal %>
<% end %>
<%# Connected stepper %>
<div class="flex items-center gap-3 mb-6">
<div class="flex items-center gap-2" data-goal-stepper-target="step1Indicator">
<span data-goal-stepper-target="step1Circle" class="w-7 h-7 rounded-full inline-flex items-center justify-center bg-inverse text-inverse text-xs font-medium">1</span>
<span class="text-sm font-medium text-primary"><%= t("goals.form_stepper.step1.label") %></span>
</div>
<div class="flex-1 border-t-2 border-secondary" data-goal-stepper-target="stepperLine"></div>
<div class="flex items-center gap-2" data-goal-stepper-target="step2Indicator">
<span data-goal-stepper-target="step2Circle" class="w-7 h-7 rounded-full inline-flex items-center justify-center border border-secondary text-secondary text-xs font-medium">2</span>
<span class="text-sm font-medium text-secondary"><%= t("goals.form_stepper.step2.label") %></span>
</div>
</div>
<%= styled_form_with model: goal, url: goals_path, class: "space-y-4", data: { action: "keydown.enter->goal-stepper#blockEnter" } do |f| %>
<section data-goal-stepper-target="step1Panel" class="space-y-5">
<div>
<h3 class="text-lg font-semibold text-primary mb-1"><%= t("goals.form_stepper.step1.heading") %></h3>
<p class="text-sm text-secondary"><%= t("goals.form_stepper.step1.subheading") %></p>
</div>
<div>
<div class="flex items-center gap-2">
<span class="shrink-0" data-goal-stepper-target="avatarPreview">
<%= render Goals::AvatarComponent.new(name: goal.name, color: goal.color, size: "md") %>
</span>
<%= f.text_field :name,
placeholder: t("goals.form_stepper.step1.fields.name_placeholder"),
autofocus: true,
label: t("goals.form_stepper.step1.fields.name"),
container_class: "flex-1",
data: { goal_stepper_target: "nameInput", action: "input->goal-stepper#nameChanged" } %>
</div>
<p class="hidden mt-1.5 text-xs text-destructive" data-goal-stepper-target="nameError"><%= t("goals.form_stepper.errors.name_required") %></p>
</div>
<div class="grid grid-cols-2 gap-3">
<div>
<%= f.money_field :target_amount,
label: t("goals.form_stepper.step1.fields.target_amount"),
hide_currency: true,
amount_data: { goal_stepper_target: "amountInput", action: "input->goal-stepper#amountChanged" } %>
<p class="hidden mt-1.5 text-xs text-destructive" data-goal-stepper-target="amountError"><%= t("goals.form_stepper.errors.amount_required") %></p>
</div>
<%= f.date_field :target_date,
label: t("goals.form_stepper.step1.fields.target_date") %>
</div>
<div>
<div class="mb-2">
<span class="block text-sm font-medium text-primary"><%= t("goals.form_stepper.step1.fields.funding_accounts") %></span>
<p class="text-xs text-secondary mt-0.5"><%= t("goals.form_stepper.step1.fields.funding_accounts_hint") %></p>
</div>
<div class="bg-container-inset rounded-lg p-1">
<% grouped = linkable_accounts.group_by { |a| a.subtype.to_s.presence || "other" } %>
<% grouped.each_with_index do |(subtype, accts), group_idx| %>
<div class="px-3 py-2 text-[11px] font-medium uppercase tracking-wide text-secondary"><%= t("goals.form_stepper.step1.subtypes.#{subtype}", default: subtype.titleize) %></div>
<div class="bg-container rounded-md <%= "mb-1" if group_idx < grouped.size - 1 %>">
<% accts.each_with_index do |account, idx| %>
<label class="flex items-center gap-3 px-3 py-2.5 cursor-pointer hover:bg-surface-hover <%= "border-t border-subdued" if idx > 0 %>">
<%= check_box_tag "goal[account_ids][]",
account.id,
false,
id: "goal_account_ids_#{account.id}",
class: "checkbox checkbox--light shrink-0",
data: {
goal_stepper_target: "linkedAccountCheckbox",
action: "change->goal-stepper#linkedAccountChanged",
account_name: account.name,
account_subtype: account.subtype || subtype,
account_balance: account.balance
} %>
<%= render Goals::AvatarComponent.new(name: account.name, color: Goals::AvatarComponent.color_for(account.name), size: "md") %>
<div class="flex-1 min-w-0">
<p class="text-sm font-medium text-primary truncate"><%= account.name %></p>
<p class="text-xs text-secondary"><%= (account.subtype || subtype).titleize %></p>
</div>
<span class="text-sm text-primary tabular-nums"><%= Money.new(account.balance, account.currency).format %></span>
</label>
<% end %>
</div>
<% end %>
</div>
<p class="hidden mt-1.5 text-xs text-destructive" data-goal-stepper-target="accountsError"><%= t("goals.form_stepper.errors.accounts_required") %></p>
</div>
<%= render DS::Disclosure.new(title: t("goals.form_stepper.step1.fields.notes_summary"), align: "right") do %>
<%= f.text_area :notes,
label: t("goals.form_stepper.step1.fields.notes"),
rows: 3,
placeholder: t("goals.form_stepper.step1.fields.notes_placeholder") %>
<% end %>
<%= f.hidden_field :color %>
</section>
<section data-goal-stepper-target="step2Panel" class="space-y-5 hidden">
<div>
<h3 class="text-lg font-semibold text-primary mb-1"><%= t("goals.form_stepper.step2.heading") %></h3>
<p class="text-sm text-secondary"><%= t("goals.form_stepper.step2.subheading") %></p>
</div>
<div class="border border-subdued rounded-lg p-5 space-y-4">
<div class="flex items-center gap-3">
<%= render DS::FilledIcon.new(variant: :container, icon: "target", size: "lg", rounded: false) %>
<div class="min-w-0 flex-1">
<p class="text-base font-medium text-primary truncate" data-goal-stepper-target="reviewName">—</p>
<p class="text-sm text-secondary tabular-nums" data-goal-stepper-target="reviewSummary">—</p>
</div>
</div>
<div class="border-t border-subdued pt-3 flex items-center justify-between text-sm">
<span class="text-secondary"><%= t("goals.form_stepper.step2.funding_accounts") %></span>
<span class="text-primary tabular-nums" data-goal-stepper-target="reviewAccounts">—</span>
</div>
<div class="border-t border-subdued pt-3 flex items-center justify-between text-sm">
<span class="text-secondary"><%= t("goals.form_stepper.step2.suggested_monthly") %></span>
<span class="text-primary tabular-nums" data-goal-stepper-target="reviewSuggested">—</span>
</div>
</div>
<details class="border border-subdued rounded-lg group" data-goal-stepper-target="initialContributionToggle">
<summary class="flex items-center gap-3 p-4 cursor-pointer list-none">
<%= render DS::FilledIcon.new(variant: :container, icon: "zap", size: "md", rounded: false) %>
<div class="flex-1">
<p class="text-sm font-medium text-primary"><%= t("goals.form_stepper.step2.add_initial_contribution") %></p>
<p class="text-xs text-secondary"><%= t("goals.form_stepper.step2.add_initial_contribution_sub") %></p>
</div>
<%= icon("chevron-down", size: "sm") %>
</summary>
<div class="px-4 pb-4 space-y-3">
<%= f.money_field :initial_contribution_amount,
label: t("goals.form_stepper.step2.initial_amount"),
hide_currency: true,
amount_data: { goal_stepper_target: "initialContributionAmount" } %>
<div class="form-field">
<div class="form-field__body">
<%= label_tag "goal[initial_contribution_account_id]",
t("goals.form_stepper.step2.initial_account"),
class: "form-field__label" %>
<%= select_tag "goal[initial_contribution_account_id]",
options_for_select([]),
include_blank: t("goals.form_stepper.step2.select_account"),
data: { goal_stepper_target: "initialContributionAccountSelect" },
class: "form-field__input" %>
</div>
</div>
</div>
</details>
</section>
<div class="flex items-center justify-between pt-2">
<div class="hidden" data-goal-stepper-target="footerLeftButton">
<%= render DS::Button.new(
variant: "ghost",
text: t("goals.form_stepper.back"),
icon: "arrow-left",
icon_position: :left,
data: {
action: "click->goal-stepper#footerLeft"
}
) %>
</div>
<%= render DS::Button.new(
text: t("goals.form_stepper.continue"),
variant: "primary",
icon: "arrow-right",
icon_position: :right,
data: {
goal_stepper_target: "footerRightButton",
action: "click->goal-stepper#footerRight"
}
) %>
<button type="submit"
class="sr-only"
tabindex="-1"
aria-hidden="true"
data-goal-stepper-target="submitButton"><%= t("goals.form_stepper.submit") %></button>
</div>
<% end %>
</div>