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