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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).
28 lines
1.0 KiB
Ruby
28 lines
1.0 KiB
Ruby
class CreateSavingsGoals < ActiveRecord::Migration[7.2]
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def change
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create_table :savings_goals, id: :uuid do |t|
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t.references :family, null: false, foreign_key: { on_delete: :cascade }, type: :uuid
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t.string :name, null: false
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t.decimal :target_amount, precision: 19, scale: 4, null: false
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t.string :currency, null: false
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t.date :target_date
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t.string :color
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t.text :notes
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t.string :state, null: false, default: "active"
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t.timestamps
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end
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add_index :savings_goals, [ :family_id, :state ]
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add_check_constraint :savings_goals,
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"char_length(name) <= 255",
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name: "chk_savings_goals_name_length"
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add_check_constraint :savings_goals,
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"target_amount > 0",
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name: "chk_savings_goals_target_amount_positive"
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add_check_constraint :savings_goals,
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"state IN ('active','paused','completed','archived')",
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name: "chk_savings_goals_state_enum"
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end
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end
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