Files
sure/app/controllers/retirement/pension_sources_controller.rb
Guillem Arias 26bb333c34 feat(retirement): PR2 CRUD for sources, statements, adjustments, bucket
Functional data-entry surface on the (still preview) /retirement page.
The polished combined-page UI is PR4; this ships plain forms + lists so
a preview user can populate a plan end to end.

- RetirementScoped concern: tier-1 preview gate + tier-2 family
  killswitch + per-owner plan bootstrap (Goal::Retirement.for_owner
  find-or-creates, so children always have a parent). RetirementController
  now uses it.
- Nested controllers under Retirement::: PensionSources (full CRUD),
  Statements (new/create + soft-delete destroy — append-only audit),
  Adjustments (full CRUD), Buckets (replace-all account selection,
  same-family filtered). All scoped to the current user's own plan, so
  cross-user access is impossible by construction.
- Routes nested under `resource :retirement` via `scope module:`.
- Views: show page rewritten into management sections (sources,
  adjustments, bucket checkboxes, statement journal) + plain
  styled_form_with forms. Money carries privacy-sensitive.
- Goal gains a target_amount_required? hook (true); Goal::Retirement
  overrides it false — the forecast owns the target (PR3), so a plan
  can exist before any target is set.
- EN locale for the new surface. 111 controller+model tests green.

Note: delete uses Turbo confirm for now; PR4 swaps in the skinned
DS::Dialog per the design.
2026-05-29 10:49:18 +02:00

51 lines
1.2 KiB
Ruby

class Retirement::PensionSourcesController < ApplicationController
include RetirementScoped
before_action :set_source, only: %i[edit update destroy]
def new
@source = @plan.pension_sources.new(
kind: "state", country: "DE", pension_system: "de_grv",
tax_treatment: "de_renten", payout_shape: "monthly_for_life",
start_age: 67, currency: Current.family.primary_currency_code
)
end
def create
@source = @plan.pension_sources.new(source_params)
if @source.save
redirect_to retirement_path, notice: t(".created")
else
render :new, status: :unprocessable_entity
end
end
def edit; end
def update
if @source.update(source_params)
redirect_to retirement_path, notice: t(".updated")
else
render :edit, status: :unprocessable_entity
end
end
def destroy
@source.destroy!
redirect_to retirement_path, notice: t(".deleted")
end
private
def set_source
@source = @plan.pension_sources.find(params[:id])
end
def source_params
params.require(:pension_source).permit(
:name, :kind, :country, :pension_system, :tax_treatment,
:payout_shape, :start_age, :end_age, :amount, :currency,
:effective_rate_override
)
end
end