mirror of
https://github.com/we-promise/sure.git
synced 2026-05-31 16:29:03 +00:00
77660d2ee4
Adds a standalone Savings goals feature: a piggy-bank style tracker that lets a family set a target, link one or more Depository accounts as funding sources, and log manual contributions over time. Supersedes #1569 (closed) — same intent, redesigned per reviewer + Discord feedback. What this adds: - New `/savings_goals` sidebar entry (piggy-bank icon) with index, show, state-filtered tabs (all/active/paused/completed/archived), and a 2-step modal stepper for creation (Identity → Review). - Multi-account funding via a `SavingsGoalAccount` join: a goal requires ≥1 linked Depository account (checking/savings/HSA/CD/money-market), and all linked accounts must share the goal's currency. - Tracker balance model: goal balance = SUM(contributions.amount). No auto-flow from account balances. Contributions are pure logical records and don't move money between accounts. - Manual contributions modal scoped to the goal's linked accounts. Initial contributions seeded at creation can't be deleted; manual ones can. - AASM lifecycle: active / paused / completed / archived. Hard-delete only after archive. - Status pills (On track / Behind / Reached / No date) derived from pace vs target_date. - AI Assistant tool `create_savings_goal` lets the sidebar chat create a goal end-to-end from a natural-language prompt; soft errors carry the available-accounts list back to the LLM (mirrors the existing `import_bank_statement` pattern). - Family-scoped throughout (`Current.family`-only access, account family-scoping enforced both in controllers and the AI tool). - Demo data seed wires up 4 sample goals across the Depository accounts. Intentionally out of scope (separate PRs / v1.1): - Auto-fund from budget surplus + Sidekiq cron + budget-show card. - Dashboard "Savings goals" widget. - "Behind pace" projection chart on the detail page. - `evaluate_savings_goal_feasibility` LLM tool (level-setting before create_savings_goal). - Spend-less goals inside Budgets. - Family-member-private goals (deferred investigation).
34 lines
1.2 KiB
Plaintext
34 lines
1.2 KiB
Plaintext
<%= render DS::Dialog.new do |dialog| %>
|
|
<% dialog.with_header(title: t(".heading")) %>
|
|
<% dialog.with_body do %>
|
|
<% if @contribution.errors.any? %>
|
|
<%= render "shared/form_errors", model: @contribution %>
|
|
<% end %>
|
|
|
|
<%= styled_form_with model: @contribution,
|
|
url: savings_goal_contributions_path(@savings_goal),
|
|
class: "space-y-3" do |f| %>
|
|
<%= f.money_field :amount,
|
|
label: t(".amount"),
|
|
required: true,
|
|
autofocus: true %>
|
|
|
|
<%= label_tag "savings_contribution[account_id]", t(".source_account"), class: "block text-sm text-secondary" %>
|
|
<%= select_tag "savings_contribution[account_id]",
|
|
options_from_collection_for_select(@savings_goal.linked_accounts, :id, :name),
|
|
class: "w-full",
|
|
include_blank: t(".select_account") %>
|
|
|
|
<%= f.date_field :contributed_at,
|
|
label: t(".contributed_at"),
|
|
required: true %>
|
|
|
|
<%= f.text_area :notes, label: t(".notes"), rows: 2 %>
|
|
|
|
<div class="flex justify-end pt-2">
|
|
<%= f.submit t(".submit") %>
|
|
</div>
|
|
<% end %>
|
|
<% end %>
|
|
<% end %>
|