Commit 699b0d5
* feat(savings): add savings goals
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).
* fix(savings): DS conformance pass on stepper, ring, card, status pill
- StatusPill: use functional `text-success` / `text-warning` tokens with
matching icon colors and `px-2 py-1`, mirroring
`app/views/budget_categories/_budget_category.html.erb:29-43`.
- ProgressRing: rework center text to match `_budget_donut.html.erb`
(small "Saved" label, `text-3xl font-medium` headline, "of $X"
underline). Stroke color now derives from goal.status (yellow when
behind, blue on track, green reached, gray for no-date).
- GoalCard bar: track height + transition match budget category bar
(`h-1.5`, `transition-all duration-500`, `inline-size`).
- Index/show layouts: render page header inline (`<h1>` + actions). The
default application layout doesn't yield `:page_actions`, so the
CTA + kebab menu wouldn't appear when emitted via `content_for`.
- Stepper review summary: target the actual form inputs by `name`
rather than relying on the `data-target` Stimulus attribute, since
`money_field` puts the attribute on the wrapper. Step 1 validation
scoped to the step 1 panel.
- Demo generator: filter Depository accounts via
`where(accountable_type: "Depository")` — Rails delegated_type
generates the `depository?` predicate, not a `.depository` scope.
* feat(savings): rebuild UI to match Claude Design + adopt shared donut-chart
Previous savings goals UI looked nothing like the Claude Design output
(see sure-design-context/design/savings-goals/project/goals/*.jsx) and
the hand-rolled ring did not match the segmented D3 donut used at
app/views/budgets/_budget_donut.html.erb. This rewires the surface end
to end.
Donut chart:
- SavingsGoal#to_donut_segments_json returns the same segment shape as
Budget#to_donut_segments_json: filled portion in goal color, unused
remainder as `var(--budget-unallocated-fill)`. Visual identity is now
the same: segmented arc with cornerRadius and gap, courtesy of the
shared `donut-chart` Stimulus controller and D3.
- ProgressRingComponent renders a `data-controller="donut-chart"` div
with the same default-content/inner-text pattern as `_budget_donut`.
Index page (matches GoalsIndex.jsx):
- Page header: title + "Save toward what matters." subtitle + "New goal"
primary CTA right-aligned.
- Summary strip card: total saved / target, overall bar, active goals,
on-track ratio, behind count.
- State filter rendered as DS::Tabs-style pill nav (`bg-surface-inset
p-1 rounded-lg`, white-pill active state).
- Cards rebuilt: avatar (44px, rounded-xl, white initial on goal color)
+ name + secondary line ("N days left · by date" / "No target date" /
"Completed" / "Past due"), status pill with leading dot, big
$current/$target line + percent, bar in status colour, AccountStack
(overlapping initials) + "N accounts" + "to go".
Goal detail (matches GoalDetail.jsx):
- Header: 64px avatar + h1 name + status pill + "Target $X by date ·
N days left" subline + Edit (outline) + Add contribution (primary) +
kebab (DS::Menu for AASM transitions).
- Donut-chart ring card with stats overlay.
- 4-col stat row (Avg monthly, Total contributions, Target date,
Started) with mono numerals and "Needs $X/mo" / "Above target pace"
sub-captions where relevant.
- Two-col bottom: contributions list (avatar + account · date · source
· green +$amount) and funding accounts breakdown (stacked bar +
per-account row with $ and % of saved).
New components: Savings::AccountStackComponent (overlapping account
initials with ring-2 ring-container). StatusPillComponent now uses a
leading colored dot instead of an icon. GoalAvatarComponent radii
match Claude Design (rounded-md/lg/xl/2xl) and white initial.
Locale: new keys under savings_goals.{index.subtitle, index.summary.*,
goal_card.{accounts,days_left,completed,past_due,no_target_date},
show.header.*, show.ring.{of,to_go}, show.stats.*, show.funding_balance,
show.of_saved, show.notes}.
* feat(savings): match Claude Design — projection chart, target-icon modal, grouped funding accounts
Brings the savings goals UI closer to the Claude Design reference shared
by the user. Changes:
- Sidebar nav label: "Savings goals" → "Savings".
- Status pill copy: "Behind" → "Behind pace" (matches Pill component
from GoalsCommon.jsx).
- Empty state rewritten with a large target icon, "No goals yet"
heading, and the descriptive body copy from the design.
Goal detail page (matches GoalDetail.jsx):
- New "← All goals" back link above the header.
- 2-column hero: ring card on the left (320px column), Projection card
on the right.
- Projection card uses a new D3 Stimulus controller
(`savings-goal-projection-chart`) that draws:
· saved area + line from goal creation → today (solid, primary)
· dashed projection segment from today → target date (yellow when
behind, green when on track)
· horizontal dashed target line with label
· today marker (vertical dashed line + dot)
Data shape comes from `SavingsGoal#projection_payload`.
- Card subtitle generates a contextual sentence ("At $X/mo you'll fall
short. Bump to $Y/mo to hit it on time." / "At your current pace
you'll reach this goal around Month YYYY." / "Goal reached. Nice
work.") with a strong tag highlighting the actionable figure.
- Stat row now shows Linked balance (sum across linked accounts) +
"N accounts" sub-caption instead of duplicate "Target date" stat.
New goal modal (matches the design images 2 + 3):
- DS::Dialog custom header: DS::FilledIcon target glyph + title + step
subtitle ("Step 1 of 2 · Goal details" / "Step 2 of 2 · Review &
start") that updates as the user advances.
- Connected stepper at top of body: numbered circles connected by a
bar, step-1 circle flips to ✓ when complete.
- Step 1 heading "What are you saving for?" + supporting copy.
- Name field paired with a target glyph affordance on its left.
- Target amount + Target date in a 2-col grid.
- Funding accounts list now grouped by account subtype with uppercase
section headers (CHECKING / SAVINGS / HSA / CD / MONEY MARKET /
OTHER), each row showing avatar + name + subtype + balance.
- Step 2 heading "Looks good?" + Review card (goal target + funding
accounts summary + suggested monthly = target/months_remaining), and
a disclosure for the optional initial contribution.
- Footer: "Cancel" left text-button (closes modal) / "Back" left text
when on step 2; "Continue →" or "Create goal →" right arrow button.
Demo generator: Depository accounts now set `subtype` ("checking" /
"savings") on the accountable so they group correctly in the modal.
Tests: all green, 35 runs in the savings suite, 92 assertions.
* feat(savings): rebuild index to match Claude Design
- Page header: title "Savings" + "Your savings accounts and the goals
you're working toward." Removed the top-right New goal button (moves
into the Goals section).
- Hero card: "Total in savings" with sum-of-savings-subtype balance,
30-day delta vs last 30 days (Family#savings_balance_30d_delta),
3-stat sub-row (Accounts / Active goals / Saved toward goals), and a
D3 sparkline area chart on the right (new
`savings-sparkline` Stimulus controller, sourced from
Family#savings_balance_series).
- Accounts section: lists Depository accounts with subtype = "savings"
as cards (blue avatar, name, subtype, balance, "Funds N goals"). New
Savings::AccountCardComponent.
- Goals section header: "Goals" + "Save toward what matters." + "New
goal" button right-aligned to the section (not the page header).
- Removed state-filter pill nav. Active goals render in the main grid;
Completed goals get a "Completed · N" divider w/ check-circle icon
and their own grid below.
- Goal card layout reworked: horizontal bar replaced with a 64px donut
ring on the right side of the card header (ring colour tracks
goal.status — yellow=behind, primary=on-track, green=reached). Pill
is inline with the goal name.
- Status pill copy: "Behind pace" → "Behind".
- Filter bar (copied from settings/providers): search input + status
chips (All / On track / Behind / No date). Hidden when ≤ 6 active
goals. Powered by `savings-goals-filter` Stimulus controller —
toggles `.hidden` on cards by goal name + status.
- Family#savings_subtype_accounts, total_savings_balance,
savings_balance_series, savings_balance_30d_delta helpers; controller
computes hero payload + account-goal counts for the cards.
* fix(savings): refine hero spacing, goal/account card padding, sparkline negative range
- Sparkline (`savings-sparkline` controller): dropped the `Math.max(0,
yMin)` clamp on the y-axis domain so negative balances (or any series
that dips into negative territory) render fully instead of being
cropped off the canvas.
- Hero card: padding `p-6` → `p-7`, column ratio
`[minmax(0,1fr)_minmax(0,1.6fr)]` so the chart breathes, min height
bumped to 220px, sparkline container `h-full min-h-[200px]` so it
fills the card vertically. Stats row now sits at the bottom of the
text column via `mt-auto pt-6`; labels promoted to `text-xs`, values
to `text-lg`.
- Section vertical rhythm: outer `space-y-6` → `space-y-8`.
- Goal card: padding `p-[18px]` → `p-6`. Internal gap from header row
to amount line `mt-3.5` → `mt-5`. Account-row gap `mt-3` → `mt-4`.
- Account card: padding `p-5` → `p-6`.
- Status pill "Behind" dot: `bg-yellow-500` → `bg-yellow-600` for a
warmer/ambery tone matching the Claude Design reference.
- Goal card donut "behind" stroke: `var(--color-yellow-500)` →
`var(--color-yellow-600)` to match the pill.
* fix(savings): add bottom padding so last card clears the mobile fixed bottom-nav
* feat(savings): add "ONGOING · N" + "COMPLETED · N" section dividers
Same pattern as the bank-providers page's `AVAILABLE · 3` header (see
`app/views/settings/providers/_search_filters.html.erb` references):
small uppercase tracking-wide secondary label, separator dot, tabular
count. Replaces the prior "Completed · 1" inline label with a more
consistent treatment and adds an "Ongoing · N" header above the active
goals grid.
Name choice: "Ongoing" rather than "Active" because the grid includes
both `active` and `paused` AASM states; "ongoing" reads as still-in-
progress for both. Parallel to the existing "Completed" sibling.
* fix(savings): bump space between ONGOING/COMPLETED header and goal grid
* fix(savings): rebalance spacing — moves the gap onto the grid, not the header
Previous attempt put `mb-5` on the section header so the goal grid sat
~20px below it, but that also pushed the "No goals match" empty card
down because it shares the same header. Margin collapse meant the
empty card's own `mt-3` was getting added to the new big header `mb`.
Rework: header back to `mb-2.5`, grid gets `mt-3` of its own. Empty
card keeps its `mt-3`. Both children collapse to ~12px below the
header now, which matches the breathing room the empty card had before
this thread of edits.
* fix(savings_goals): equalize ONGOING/COMPLETED header spacing across cards and empty state
Move section gap from per-child mt-3 to a single mb-4 on the header, and
toggle the grid wrapper hidden when no cards are visible. The previous
markup gave inconsistent ONGOING-tag-to-content distance because the
empty card sat below a 0-height grid, stacking margins differently than
the cards layout.
* fix(savings_goals): update ONGOING count when filtering by status or search
The "ONGOING · N" badge was server-rendered with @active_goals.size and
never re-synced when the Stimulus filter hid cards. Add a count target
and update it alongside the existing empty/grid toggles.
* feat(savings_goals): replace hero card with KPI strip + differentiate empty states
P1: drop the sparkline + the single mixed hero. Hero became 3 separate
KPI cards (Contributed last 30d, Needs this month, Goals on track),
matching the Transactions page pattern. Each KPI answers a question the
user opens the page asking — saving rate, this-month action, overall
health.
P3: empty state copy + CTA now reflect the reason it is empty. Search
returns 0 → "No goals match X" + Clear search. Chip set to non-all → "No
goals match this filter" + Show all. Both → both reasons + both
buttons.
Drop: total_savings_balance, savings_balance_series,
savings_balance_30d_delta on Family (no other consumers).
Add: Family#contribution_velocity(range:).
* feat(savings_goals): status pill icons + paused variant, attention-first sort, paused chip, rename "No date" to "Open-ended"
P4: status pills now carry an icon alongside the colored tint
(circle-check / triangle-alert / star / infinity / pause), so color is
no longer the sole signal. Drop the redundant dot.
P4: default sort on the active goals list becomes attention-first —
behind → on_track → no_target_date → paused, alphabetical within bucket.
The user opens the page and lands on the goals that need them.
P5: add a Paused filter chip + render paused goal cards with opacity-75
so they read as inactive at a glance. Rename "No date" chip to
"Open-ended" — clearer to non-jargon readers.
* feat(savings_goals): goal card pace + status-driven footer
Each card now answers "what's my next move" without clicking into the
detail page. Under the amount/target row, a pace line shows actual avg
contributions vs the monthly target. The footer (previously "$X left")
switches by status:
- behind → "Save $Y/mo to catch up"
- on_track → "Last contribution Nd ago" (or "today" / "No contributions yet")
- reached / completed → "Goal reached"
- no_target_date → "No deadline set"
- paused → "Paused"
Add SavingsGoal#last_contribution_at and #last_contribution_days_ago.
Both these methods and average_monthly_contribution now respect a loaded
:savings_contributions association so the index page doesn't N+1.
Controller eager-loads :savings_contributions + :linked_accounts.
* feat(savings_goals): drop Accounts section from index
The Accounts grid duplicated the sidebar account list. Removing it gives
the Goals section more breathing room and the page a tighter narrative:
header → KPIs → Goals.
Delete Savings::AccountCardComponent, Family#savings_subtype_accounts,
the @savings_accounts / @account_goal_counts controller refs, and the
related locale keys. Sidebar still shows the savings-subtype Depository
accounts under "Cash" — no information is lost.
* feat(savings_goals/new): drop required asterisks, hide currency, collapse notes, clean footer
P1 of modal refactor — visual fidelity baseline against the Claude
Design reference and refactoring-ui rules.
Drop required: true on name + target_amount (suppresses both the red `*`
indicator and the browser-default HTML5 validation tooltip). Client-side
validation moves into the Stimulus stepper in a follow-up commit.
Pass hide_currency: true on the money_field so single-currency families
don't see a redundant inline currency dropdown.
Wrap the Notes textarea in a <details> disclosure ("Add notes (optional)"
summary) so step 1 isn't padded with rarely-used fields.
Drop the footer top border-subdued divider so the action row floats
against the dialog's existing padding boundary.
Drop the view-layer SavingsGoal::COLORS.sample fallback on hidden color
field — the controller already seeds @savings_goal.color.
* feat(savings_goals/new): live previewable name avatar + ghost cancel + circular header icon
Replace the big square DS::FilledIcon next to the name input with a
small Savings::GoalAvatarComponent that previews the goal's avatar
(seeded color + first character of the typed name, updates live via
new stepper#nameChanged action).
Switch the modal header's target avatar from FilledIcon(size: lg,
rounded: false) → (size: md, rounded: true) — matches the goal-avatar
shape used elsewhere on the page.
Replace the hand-rolled <button> for Cancel/Back with DS::Button
variant: "ghost". Stepper now drills into the button's inner span to
swap the label, same pattern already used for the Continue/Create
button on the right.
Drop the now-unused footerLeftLabel target.
* feat(savings_goals/new): deterministic account avatar color via name hash
Replace the hardcoded var(--color-blue-500) on every funding-account
row's avatar with a deterministic pick from Category::COLORS based on
the account name's hash. Rows now read at a glance instead of melting
into one blue column.
* feat(savings_goals/new): inline per-field error state in stepper
Drop the top-of-form server-error banner (kept only when model.errors
on :base, which is rare) and stop relying on input.reportValidity()
browser-default tooltips.
Stepper validates step 1 manually when Continue is clicked:
- name empty → red ring on input + "Please give your goal a name." below
- target_amount ≤ 0 → red ring + "Set a target amount greater than zero."
- no funding account checked → "Select at least one funding account."
Each error clears as soon as the user fixes the field — typing in the
name field clears the name error, entering an amount > 0 clears the
amount error, checking any account clears the accounts error.
Drop the now-unused flashLinkedAccountsRequired() shake; replaced by
the per-field error pattern.
* feat(savings_goals/new): checkbox styling, visible stepper, DS::Disclosure for notes, drop redundant cancel
Use Sure's .checkbox checkbox--light classes on the funding-account
check_box_tag — matches transactions / entries / settings pages.
Stepper line: 2px tall bg-secondary in resting state (was 1px bg-subdued
which disappeared in dark mode). Step 2 inactive circle: border-secondary
outline instead of bg-container-inset fill — visible in both themes.
Notes collapse switches from raw <details> to DS::Disclosure for
consistency with the rest of Sure's DS.
Drop the footer Cancel button — the close X in the modal header already
handles that, and double cancel was redundant. The footer-left slot now
only renders Back (with arrow-left icon) and only on step 2.
* fix(savings_goals): status pill icons inherit pill's semantic color
Pass color: "current" to the icon helper so triangle-alert / circle-check
/ star / infinity / pause render in the same color as the pill's text
(text-success / text-warning / text-secondary). The icon helper defaults
to text-secondary, which made all icons grey regardless of pill variant.
* fix(savings_goals/new): name field uses .form-field wrapper for floating label
Drop the outer <label>Name</label> heading + label: false on the
text_field, and pass label: t(...) + container_class: "flex-1" so
styled_form_builder wraps the name input in Sure's standard .form-field
component. Label now sits inside the input box, matching the new
transaction modal pattern (and every other styled_form_with form across
Sure).
The avatar still sits as a sibling outside the box, flex-aligned center.
* fix(savings_goals/new): stepper line uses border-secondary token
bg-secondary is not a registered Sure utility, so the previous h-0.5
bg-secondary div rendered with no background — the line was just a
transparent slot, barely visible in either theme.
Replace with border-t-2 border-secondary on the connector div, and
toggle border-inverse / border-secondary on step transition. Both
classes are real Sure tokens with proper light/dark variants
(alpha-black-200 / alpha-white-300 for border-secondary).
* fix(savings_goals/new): notes textarea uses .form-field wrapper
Passing label: false to f.text_area stripped the .form-field container,
leaving a naked textarea with no border or visible label inside the
DS::Disclosure. Pass a real label ("Notes (optional)") so styled_form_with
wraps it like every other textarea in Sure (transactions/_form.html.erb,
trades/show.html.erb, etc.). Bump rows to 3.
* fix(savings_goals/new): step 2 back button inline + form-field wrappers on initial-contribution inputs
DS::Button treats "hidden" as a display override class — adding
class: "hidden" stripped the base inline-flex display, so when Stimulus
later removed the hidden class the icon and text stacked vertically.
Wrap the Back button in a hidden <div> and toggle the wrapper instead;
the button keeps its inline-flex base.
The Amount + From-account inputs in step 2 used label_tag +
number_field_tag / select_tag directly with no .form-field wrapper, so
they rendered as bare inputs (same issue Name had in step 1). Wrap
each in .form-field > .form-field__body with form-field__label and
form-field__input classes — matches the styled_form_with pattern used
by Target amount / Target date in step 1.
* feat(savings_goals/new): step 2 initial-contribution amount uses money_field
Add virtual attr_accessors for initial_contribution_amount and
initial_contribution_account_id on SavingsGoal so the form builder can
bind to them without the model needing real columns.
Replace the raw number_field_tag with f.money_field hide_currency: true
so the field shows the currency symbol prefix and step-aware precision,
matching the Target amount field in step 1.
* feat(savings_goals/show): cleanup — drop misleading stats, hide add-contrib when reached, last-contribution recency
D1 — Drop the "Linked balance" stat. It summed the linked accounts'
total balances (e.g. $204K) rather than the amount saved toward the
goal ($1K), so it overstated progress by ~200x. Replace with a
"Target pace" card showing required $/mo.
D2 — Drop the redundant "← All goals" link. The breadcrumb nav above
the header already shows Home › Savings Goals.
D3 — Hide the Add-contribution button on reached / completed goals.
Logically you don't keep contributing after the goal is done.
D5 — Add last-contribution recency to the header sub ("Last
contribution 3d ago"), matching the goal card footer pattern from
the index refactor.
D11 — Stat row now 3 cards instead of 4 (avg monthly, total
contributions, target pace). Drop the "Started" card — low-signal for
new users.
* feat(savings_goals/show): catch-up callout for behind goals
For behind (non-paused) goals with a target_date, render a DS::Alert
warning under the header surfacing the actionable insight from the
index card: "Save $X/mo to catch up · Bump your monthly contribution
to stay on track for <date> · [+ Add $X]".
The CTA prefills the contribution flow with the target monthly amount
in the button label so the user sees exactly what to commit to.
Mirrors the goal-card footer pattern shipped during the index refactor —
the detail page now carries the pace narrative forward instead of
hiding it inside the projection paragraph.
* feat(savings_goals/show): status-specific hero card + paused/archived banners
D6 — Paused goals render a top info banner ("This goal is paused" +
[Resume goal]) before the hero. Archived goals get the same treatment
with a Restore CTA when applicable.
D8 — No-target-date goals replace the empty projection chart with a
focused prompt card: calendar-plus icon, "Add a target date" heading,
short copy, and a "Set target date" CTA that opens the edit modal.
Stops wasting the right half of the hero on an unrenderable chart.
D9 — Reached / completed goals replace the projection chart with a
celebration card: party-popper green icon, "Goal reached. Nice work."
heading, target-hit confirmation copy, and an "Archive goal" CTA when
the state machine allows it.
The original projection chart still renders for behind / on_track goals
with a real target_date — that's the only case where it adds value.
* feat(savings_goals/show): combo monthly-pace stat card
D7 — Merge the separate Avg-monthly and Target-pace cards into one
wider "Monthly pace" card spanning 2/3 of the stat row. Shows actual
$/mo + target $/mo inline, with a delta line below:
- behind → "Behind by $X/mo" (text-warning)
- on/ahead → "Above target pace" (text-success)
- no target_date → "No required pace"
Total contributions stays as a separate, smaller card at 1/3 width.
The action pyramid finally points at the actionable stat — pace is
visually primary, raw count secondary.
* feat(savings_goals/show): scrollable contributions list + hide pace card for reached goals
D10 — Drop the silent .limit(50) on the contributions query and put the
list in a max-h-[480px] scrollable container. Goals with many
contributions now show all of them without truncation, but the page
stays compact via the inner scroll.
Polish — reached / completed goals no longer render the combo monthly-
pace card. After the goal is hit, comparing actual vs required pace is
moot (and target $0/mo · Above target pace was awkward filler). Only the
Total contributions card remains in the stat row.
D12 (clickable contribution rows) deferred — adding a dedicated
contribution detail/edit route adds enough scope to warrant its own
ticket. The per-row delete X already covers the only mutation people
need from this view.
* fix(savings_goals/show): chart contrast, breadcrumbs, contributions list polish
Chart — Sure's "text-X" / "border-X" tokens are Tailwind utility
classes, not CSS custom properties, so var(--text-secondary) etc.
resolved to empty inside SVG attributes. Read data-theme on draw and
pass real hex colors (textPrimary, textSecondary, borderSubdued,
containerBg) into d3 fills/strokes. "Target · $X" label and axis tick
labels now have proper contrast in both themes.
Breadcrumbs — set @breadcrumbs in the show action so the layout renders
Home › Savings › <goal name> with the middle entry clickable back to
the index. Matches the convention used by imports / reports / family
exports.
Contributions list — drop the broken divide-y divide-subdued (Tailwind
divide- utilities don't pick up Sure's semantic border tokens). Switch
to space-y-3 rows matching the funding-accounts breakdown component.
Drop the border-b separator under the heading; the card now reads as
one continuous panel. Move the delete X to hover-revealed and reserve
an inert spacer for non-manual rows so the right column stays aligned.
* feat(savings_goals): demo variety, breadcrumb naming, ring token, list pattern, header split, tone down behind noise
Demo — extend generate_savings_goals! with three more goals to exercise
status-specific UX: Wedding fund (on_track w/ 6 months of contributions
matching required pace), Sabbatical (paused), Old laptop fund (archived).
House downpayment gains 12 contributions so the scrollable list has real
density. Total now 7 demo goals covering behind / on_track / no_date /
paused / archived / reached.
Breadcrumbs — set @breadcrumbs on index too (it was relying on the
Rails-derived "Savings goals" label). Both views now read "Home →
Savings → ..." consistently, matching the sidebar nav text and H1.
Ring token — goal-card ring stroke switched from var(--color-gray-200)
(a hard light color identical in both themes) to
var(--budget-unallocated-fill) which is gray-50 light / gray-700 dark,
matching the detail page's progress ring.
Contributions list — replace the inline hover-revealed delete-X with
DS::Menu kebab, matching tags/_tag.html.erb and categories/_category.
Each row also gets hover:bg-surface-hover with a px-3 -mx-3 negative
margin to extend the hover area across the card padding. Non-manual
contributions render a 9x9 spacer so the right column stays aligned.
Header sub split — drop the long "·" chain into two lines: primary fact
(target / days left) in text-secondary, recency note in text-subdued
underneath. Less wall-of-text.
Behind noise — pill, ring, catch-up alert and projection chart already
signal "behind". The Monthly-pace combo card's "Behind by $X/mo" delta
no longer renders in text-warning — it switches to text-subdued so the
warning palette doesn't repeat across the page. The catch-up alert stays
loud because it's the primary action; the rest stays informational.
CustomConfirm wired with destructive: true on the contribution delete so
the confirm button gets the outline-destructive treatment.
* fix(savings_goals): ring on_track color, contributions horizontal scroll, modal restored on back, chart saved fill
Ring on on_track / no_target_date goal cards rendered with no progress
arc — ring_color returned var(--text-primary) / var(--text-subdued)
which aren't real CSS custom properties (Sure's text tokens are Tailwind
utilities). Switch to var(--color-green-500) / var(--color-gray-400)
which ARE CSS vars from the Tailwind palette and resolve at SVG fill
time.
Contributions list had a horizontal scrollbar because the rows used
-mx-3 px-3 to extend the hover background, which pushed content beyond
the card padding. Drop the negative-margin trick and add
overflow-x-hidden to the scroll container. Rows still hover-highlight
inside the card bounds.
Modal cache restoration — Turbo cached pages with open <dialog> elements
inside <turbo-frame id="modal">. After dismissing the new-goal modal
and navigating to a goal detail page, browser back restored the cached
index page WITH the dialog still in the modal frame; the dialog's
Stimulus controller then ran auto-open and reopened it. Now the dialog
close handler empties the parent modal turbo-frame so the cache
snapshot is clean.
Chart saved-fill — bump area gradient stop-opacity 0.10 → 0.22 so the
contribution history is more visible against the dark canvas. Chart
was rendering correctly but the white-at-10%-opacity gradient was too
faint to read on top of the dashed projection.
* fix(savings_goals/show): chart axis includes backdated contributions, legend uses real colors
projection_payload's start_date was created_at, but demo seeds (and
manual imports) can have contributions backdated before created_at —
those points were getting clipped/pushed left of the chart's x-domain
and the saved-series line couldn't render. Use min(created_at,
earliest contribution date) so the axis spans the full history.
Legend "saved" line stroke was var(--text-primary) which doesn't
resolve (Tailwind utility, not CSS var) → invisible swatch. Wrap in
text-primary span + stroke="currentColor".
Legend "projection" line was hardcoded yellow — chart paints green for
on_track goals → mismatch. Pick legend color based on goal status so
it matches what the chart actually draws.
* fix(savings_goals): neutral ring percent, chart start vertical-line, contribution select wrapper, deterministic account colors
Ring percentage no longer takes the warning yellow tint when behind —
the colored ring stroke + status pill + catch-up alert already signal
the state, doubling it on the percent number was noise. Reached stays
green (celebratory), everything else uses text-primary (white/dark).
Chart vertical line at the left edge was the (start_date, $0) point
the controller prepended to the saved series. When start_date equals
the first contribution date (now common after the earlier earliest-
contribution fix), this drew a vertical jump from $0 to first
contribution at x=start. Skip the prepend when there's no temporal
gap so the line starts at the first real point.
Add Contribution modal — wrap the source-account select in the styled
form-field via f.select instead of label_tag + bare select_tag. Match
the rest of Sure's form controls. Also pass hide_currency on the
amount field so single-currency families don't see a redundant USD
dropdown.
Account avatar colors — replace Ruby String#hash (randomized per
process by Ruby for DoS protection) with a deterministic MD5-based
pick from Savings::GoalAvatarComponent::PALETTE. Same account name
now resolves to the same color across processes and across
components. Apply via a new Savings::GoalAvatarComponent.color_for
helper used by both the form stepper account list and the goal-card
AccountStackComponent (which was hardcoding blue-500 for every avatar
in the stack, hence Chase + Ally looking identical on the wedding
card).
* fix(savings_goals/show): contributions list + funding accounts breakdown use per-account deterministic color
Both used goal.color for every account avatar, so every linked account
ended up the same color as the goal. Sure's convention elsewhere
(accounts/_logo.html.erb) is accountable.color (type color: Depository
→ purple) — but savings goals only link Depository accounts, so that
would still collapse to one color. Reuse the deterministic
Savings::GoalAvatarComponent.color_for(name) helper from the index card
stack instead. Same account always resolves to the same color across
processes, and multiple accounts on the same goal read as distinct.
Funding-accounts breakdown bar at the top now also colors each segment
by account so the proportions are visibly typed (not a single goal-
color block).
* fix(savings_goals): projection chart redraws when container resizes (Turbo navigation)
After submitting a new contribution, Turbo's redirect-replace stream
swaps the page; the chart's data-controller reconnects but the
container's clientWidth can momentarily be 0 (parent grid hasn't laid
out yet). The early-bail in _draw left the SVG empty and nothing
triggered another draw, so the chart stayed blank.
Add a ResizeObserver to the controller. The observer fires once the
container settles into a real size and re-runs _draw, which now paints
the chart correctly after the post-submit navigation.
* perf(savings_goals/show): preload + memoize cut show from 17 to 5 queries
- set_savings_goal: with_current_balance + includes(savings_contributions: :account, linked_accounts: []) so contributions / accounts / current balance don't re-query inside helpers and view partials
- SavingsGoal#status + #average_monthly_contribution: defined?(@ivar) memoization so the 5+ callsites per show (header banner, projection_summary, donut, goal-card pace, stats_for) don't recompute the exists?/MIN/SUM triplet each time
- SavingsGoal#projection_payload: sort loaded contributions in Ruby instead of running a fresh ORDER BY
- SavingsGoalsController#show: replace .chronological re-query with in-memory sort over the preloaded association
- funding_breakdown_for: group_by + transform_values off the loaded collection instead of an extra GROUP BY SQL
- stats_for: contributions_count uses .size to read the loaded cache instead of issuing COUNT(*)
* a11y(savings_goals): ARIA semantics + unique IDs + h2 hierarchy
- Projection chart SVG: role=img + <title> + <desc> wired through new
ariaLabelValue / ariaDescriptionValue Stimulus values. Show.html.erb
passes a localized chart label and a strip_tags'd projection summary.
- Progress ring container: role=progressbar + aria-valuenow/min/max +
aria-label so screen readers announce "Goal 27% complete. $13,250 of
$50,000 saved." instead of four disjoint spans.
- Funding-account checkboxes (stepper step 1): explicit per-account id
("savings_goal_account_ids_<id>") so each row has a unique DOM id;
duplicate-id HTML violation gone.
- show.html.erb: <h3> -> <h2> at six section headings (celebration,
no-target-date, projection, contributions, funding accounts, notes)
so the heading hierarchy is h1 -> h2, not h1 -> h3.
- goal_avatar + account_stack components: aria-hidden=true on the
decorative wrappers; the textual goal/account name beside them is
always read separately so the SR no longer prefixes every entry with
the avatar initial.
- New locale keys: savings_goals.show.ring.aria_label and
savings_goals.show.projection.aria_label.
* fix(savings_goals/new): trap Enter on step 1; add funding-accounts hint
- Pressing Enter inside a step-1 input (Name, Target amount, Target
date) used to fire the form-implicit-submission against the sr-only
submit button, jumping straight to POST /savings_goals and skipping
step 2 entirely (no initial contribution, no review).
- New blockEnter action on the form re-routes Enter to next() when
currentStep === 1, mirroring the Continue button. Notes textarea is
exempt so newlines work.
- Add an inline hint under the funding-accounts label so users know up
front what the field controls; previously the only feedback was a
tiny "must pick one" error after Continue.
* feat(savings_goals/chart): theme-follow palette, axis format, Today + ETA labels
- MutationObserver on <html>[data-theme] re-runs _draw() when the user
toggles theme so the chart's hex-resolved-at-draw-time colors follow
the surrounding dark/light card surface (previously stuck on initial
palette until a full page reload).
- Axis tick format: "%b %y" → "%b '%y" (Jan '26) to disambiguate from
a day-of-month; tick divisor 110 → 80 so 375-wide mobile gets enough
ticks; post-process to drop adjacent equal labels for short windows.
- Today vertical line: small "Today" label above it on widths >= 320.
- Projection segment: end dot in the projection color + a short-format
label ("$42K" or "Short $7.9K"). Labels suppressed at < 320 width to
avoid colliding with the Target line label.
- New _fmtMoneyShort helper: K/M shorthand. Plain prefix; full i18n /
Intl.NumberFormat tracked as a long-term follow-up.
* chore(savings_goals/stepper): use Number.parseFloat / Number.NaN per Biome
biome lint --write picked these up while auditing the chart changes.
Pure rename, no behaviour change.
* fix(savings_goals/show): dedupe ring labels, DS::Button banners, status-pill contrast
- progress_ring_component: drop the in-ring "$saved / of $target" lines.
The same money pair already renders directly below the ring in
show.html.erb (now the single source). Inside the ring keeps only
"Saved" + percent.
- show.html.erb: replace 3 hand-rolled button_to CTAs (Paused banner
"Resume goal", Archived banner "Restore goal", celebration card
"Archive goal") with DS::Button so focus/hover/disabled match the
rest of the app. variant: primary/outline, size: sm, method: :patch.
- status_pill_component: swap text-success / text-warning / text-secondary
to text-green-700 / text-yellow-700 / text-gray-700 so all 5 light-mode
pill variants pass WCAG 4.5:1. Local override pending the upstream DS
token fix tracked at we-promise/sure#1736.
* fix(savings_goals/empty_state): pass return_to so user lands back on /savings_goals after adding an account
The "Add an account" CTA on the no-depository-accounts empty state now
appends ?return_to=/savings_goals. StoreLocation already stashes the
param into session via the global before_action; the consuming side
(subtype #create actions) honouring it is tracked at
we-promise/sure#1766.
* fix(savings_goals): use display_status for inactive goals; hide pace + projection
- SavingsGoal#display_status returns :archived / :paused before falling
through to the visualization status. Memoized like #status. The plain
#status method keeps its meaning (visualization vs. target/pace) so
callers that genuinely want "is this on track" — KPI sort, goal-card
ring color, projection_payload — keep working unchanged.
- Savings::StatusPillComponent: status_key uses display_status; new
:archived variant (bg-surface-inset / text-gray-700 / archive icon).
Previously an archived goal showed "Behind" on the detail page while
the archived banner said the goal was archived — conflicting signal.
- show.html.erb: paused/archived goals render a static recap card
(current saved vs target) instead of the projection chart. Pace stat
(avg vs required monthly) is also hidden — extrapolating "Behind by
$X/mo" against a goal that isn't accepting contributions is misleading.
- New locale keys: savings_goals.status.archived,
savings_goals.show.inactive.{heading_paused, heading_archived, body}.
- Tests cover display_status for archived / paused / active goals.
* fix(savings_goals/show): stack header on mobile so long names + actions don't collide
- header: flex-col on <sm (stacks title block + action group), flex-row
from sm up. Action group keeps its row on desktop, wraps below the
title block on phones.
- Title row: flex-wrap so the status pill drops to a second line on
narrow widths instead of squeezing the h1.
- h1: drop truncate, use break-words + min-w-0 inside the flex chain so
long names like "Investment property downpayment" wrap legibly
instead of clipping to "House …" on 375px.
- Action group: flex-wrap + sm:shrink-0 keeps Edit / Add contribution /
kebab readable when they have to share a line with the title block
at the sm breakpoint.
* fix(savings_goals/show): drop row hover so the kebab's own hover registers
Both the row and the kebab carried hover backgrounds (bg-surface-hover
on the row, bg-container-inset-hover on the icon button). The two are
near-identical shades, so the button's hover state was visually
invisible on top of the row's. Removing the row hover lets the kebab
be the sole affordance.
* feat(savings_goals/index): collapsed Archived section + archived-aware card
- Controller: @archived_goals exposes state=archived rows already pulled
by the all_goals load. No extra query (sliced from the existing array).
- Index template: <details> disclosure under "Completed" so archived
goals are reachable from the list without cluttering the active /
completed sections. Collapsed by default.
- GoalCardComponent: uses display_status for the data attribute (so the
card on the index reads as Archived instead of Behind), opacity-75
applies to archived too, footer_line short-circuits to "Archived" and
pace_line returns nil. Matches the show-page archived semantics
shipped earlier.
- Locale: new savings_goals.index.archived_section.heading and
savings_goals.goal_card.footer_archived.
* 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.
* perf+ux(goals): grouped state-count + friendly 404 for stale/cross-family deep links
- index: STATE_FILTERS count loop replaced with single Current.family.goals.group(:state).count + per-state lookup. 5 SQL queries -> 1.
- GoalsController + GoalContributionsController: rescue_from ActiveRecord::RecordNotFound -> redirect_to goals_path with a flash. Affects stale deep links AND cross-family access (previously bare 404 -> Chrome error page). Test for cross-family access updated to assert the redirect + flash key.
- New locale key goals.errors.not_found.
* ux(goals): unify "Open" for no-target-date status across all surfaces
One status, four phrasings before this commit:
- status pill: "No date"
- filter chip: "Open-ended"
- goal-card secondary line: "No target date"
- goal-card footer: "No deadline set"
Plus KPI strip sub-count: "open-ended". Pick "Open" everywhere so the
status reads identically wherever it surfaces.
* ux(goals/show): catch-up consolidation + confirm dialogs on archive / mark complete
A — Catch-up math triple-encoding. The catch-up amount (e.g. $1,531/mo)
was rendered verbatim in three places: the banner title, the projection
card subtitle, and the pace stat ("target $X/mo"). Only new information
anywhere was the buried "Behind by $Y/mo" delta in pace-card subtext.
- Banner body now carries the delta: "...currently $Y/mo behind."
- Projection sentence drops the "Bump to %{required}/mo" restatement;
reduces to "At %{current}/mo you'll miss your target date." Chart
aria-description benefits from the simpler phrasing too.
- Pace stat drops the "· target $X/mo" sub-line. Pair becomes
"$avg/mo" + "Behind by $delta/mo" — same delta now in the banner,
surfaced twice intentionally (alert vs at-a-glance stat).
K — Destructive transition confirms. Pause / Resume stay no-confirm
(recoverable). Mark complete (irreversible via UI; no may_uncomplete?
event exists) and Archive (goal disappears from active list) now wear
CustomConfirm. New locale keys: goals.show.confirm_{complete,archive}_
{title,body,cta}.
Locale catch_up body strings now interpolate %{delta} alongside %{date};
projection.behind drops %{required}. Controller#projection_summary still
passes both keys — extras are ignored by I18n.
* a11y(goals/card): scope link accessible name to title + status summary
Whole card was wrapped in <%= link_to ... %>, so screen readers
concatenated every nested text node into one accessible name (~60 words
on a typical card: avatar initial + name + status pill + percent +
balance + target + pace + accounts + footer).
- Outer wrapper now <div> carrying the filter-target + goal-name +
goal-status data attrs.
- Inner <a> wraps only the goal name. aria-label = "<name>, <status>,
<percent>% of <target>" — concise SR sentence.
- `before:absolute before:inset-0` makes the inner link's hit area span
the whole card so sighted users keep the existing click affordance.
- Ring SVG + percent overlay marked aria-hidden (decorative — same info
already in the aria-label).
- New locale key goals.goal_card.aria_progress.
* feat(goal_contributions/new): live impact preview below amount field
Add-contribution modal previously offered zero feedback on what the
typed amount would do to goal progress. Now renders "Currently X%
saved (Y of Z)." at rest and updates on each keystroke to
"Will bring you to X% saved (Y of Z)." or "Will reach your Z target."
when the contribution would close the gap.
- New goal_contribution_preview_controller.js consumes current balance
+ target + currency + three localized template strings as Stimulus
values. Intl.NumberFormat for currency formatting (locale-correct
out of the box; fallback to currencyValue prefix on environments
that don't support it).
- ERB form-level data-controller wires the values; amount input uses
amount_data: to thread the Stimulus target / action through the
money_field helper.
- Locale: goal_contributions.new.preview_{zero,nonzero,reached} with
{percent}, {current}, {newTotal}, {target} placeholders.
* feat(goals/edit): funding-accounts editor in the edit modal
Previously a user who linked the wrong account at creation had to
delete + recreate the goal. Now the edit modal carries the same
funding-accounts checkbox group as Step 1 of the stepper, pre-checked
with the goal's current links.
- GoalsController#edit loads @linkable_accounts + @currently_linked_account_ids.
- #update accepts account_ids; when supplied, runs the create / update
inside a Goal.transaction and syncs linked accounts via
sync_linked_accounts! (set-diff: destroy_all unselected goal_accounts,
create the new ones). Validates at least one account before touching
goal_accounts so the user gets a clean re-render.
- Removing an account preserves the goal's existing contributions —
GoalContribution#account_must_be_linked_to_goal only fires on save,
so historical rows stay valid.
- _form_edit partial accepts new locals; edit.html.erb threads them
through.
- 3 new controller tests: identity-only patch leaves links intact;
account_ids patch replaces the link set; empty account_ids
re-renders with error.
* fix(goal_contributions/preview): rename templateNonZero -> templateNonzero so Stimulus matches the data attribute
Stimulus converts the JS value name templateNonZero to a kebab-cased
attribute by splitting on each capital letter, giving
data-...-template-non-zero-value. Rails' dataset helper converts the
Ruby key :goal_contribution_preview_template_nonzero_value to
data-...-template-nonzero-value (no hyphen between non and zero).
Result: the Stimulus controller resolved templateNonzeroValue to ""
and the preview pane went blank as soon as the user typed an amount.
Renaming the JS value to templateNonzero closes the conversion gap.
Verified live via Playwright: at $500 the preview reads "Will bring
you to 28% saved ($13,750 of $50,000)."; at $40,000 it flips to
"Will reach your $50,000 target."
* feat(goals/chart): y-axis labels + horizontal gridlines
Chart had no value anchor on the y-axis; users had to read the target
line label to know what amount the saved line represented. Add 3
right-aligned y-ticks ($0, $25K, $50K-style K/M shorthand) plus faint
borderSubdued gridlines at the same y values. Left margin widens to 44
when room allows.
Mobile (<320px chart inner-width) keeps the original tight 16px left
margin and skips the y-axis entirely so the short-window readout
stays uncluttered.
Verified live: desktop reads $0/$20K/$40K + Target $50,000; 375px
viewport drops the y-axis text + keeps target line + x-ticks only.
* feat(goals/show): status-aware chart variants for empty + no-target-date
Empty state (goal with zero contributions) was rendering a flat-at-$0
saved series and a flat-at-$0 projection that looked broken to anyone
opening a freshly created goal. Now show.html.erb branches on
@goal.goal_contributions.empty? and renders a piggy-bank + "Add a
contribution" CTA card before the chart card. Brand-new goals get a
clean inline call-to-action instead of a misleading line at zero.
No-target-date goals (target_amount set, target_date null) used to
render a standalone "Set a target date" prompt card and hide history
entirely. Now they render the chart with the saved history + the
target horizontal line (no projection segment, no projection legend
item), plus a secondary "Set target date" callout below the chart
linking into the edit modal. History is informative even without a
deadline.
Locale: new goals.show.empty.{heading,body,cta}.
* feat(goals/chart): hover crosshair + dot + tooltip
Chart had no way to read the value at a specific date — users had to
infer Saved amounts from line position relative to the y-axis labels
added in the previous commit.
- Transparent <rect> overlay covers the plot area + catches pointer.
- pointermove uses d3.bisector to snap to the nearest saved series
point, draws a dashed crosshair + a saved-line dot + a projection-line
dot (linearly interpolated between today and target).
- HTML tooltip lives inside the chart root (cleared on next _draw)
showing "date / Saved: $X / Projected: $Y". Clamps to viewport so it
doesn't overflow the card.
- pointerleave hides everything.
Pointer events unify mouse + touch — single handler covers both
desktop hover and mobile tap-and-drag. No keyboard nav yet; tracked as
follow-up (Stimulus controller is the right home but won't ship in
this round).
* feat(goals/stepper+chart): Step 2 derived projection + JS i18n + Intl.NumberFormat
B — Step 2 of the create stepper used to echo Step 1 fields back at
the user in three labelled rows (Funding accounts: 2 · $123,456 balance;
Suggested monthly: $1,003/mo over 12 months). Replaces those rows with
a single derived sentence:
"Save $1,003/mo across 2 accounts to hit it on time."
If no target date is set: "Set a target date to project a finish line."
The previous "Suggested monthly" + "Funding accounts" rows are dropped;
review block shows only Name, "$12,000 by May 11 2027", and the
derived insight sentence.
L — All hard-coded English templates + currency symbols in the JS
controllers go through Stimulus values now:
- goal_stepper_controller: new {currency, summaryWithDate, summaryNoDate,
accountCountOne, accountCountOther, suggestedWithDate, suggestedNoDate}
values. Money formatted via Intl.NumberFormat(undefined, { style:
"currency", currency: this.currencyValue, maximumFractionDigits: 0 }).
- goal_projection_chart_controller: _fmtMoney upgraded to Intl.NumberFormat
(was $/€/£ ternary fallback that lost JPY/INR/CHF/...).
Locale: new goals.form_stepper.step2.review.{summary_*,account_count,
suggested_*}. Old funding_accounts / suggested_monthly keys retained
(unused by the new ERB) so any translator paths in flight don't break.
Verified live via Playwright: step-2 review reads "Save $1,003/mo
across 2 accounts to hit it on time." for a $12,000 / 12-month / 2-
account goal.
* feat(goals/new): standalone page render when not in a Turbo frame
Direct nav to /goals/new used to render the index page with an empty
modal frame because the entire template was wrapped in DS::Dialog.
The URL was effectively un-shareable.
Branch on turbo_frame_request? — Turbo Frame requests still render
the DS::Dialog wrapper (the existing in-modal flow on the index page
keeps working). Non-frame requests render a standalone page-level
header (h1 + subtitle + icon) followed by the form_stepper partial.
Same Stimulus controller, same data-goal-stepper-modal-subtitle
selector, so the stepper's subtitle update path works identically.
Controller sets @breadcrumbs so the standalone variant gets the
Home > Goals > New goal trail.
Verified both paths via Playwright: direct GET renders standalone
form with h1 "New goal" + no dialog; click-from-index opens the
DS::Dialog with the stepper inside.
* fix(goals/chart): drop title-tooltip, step projection cursor, dot follows projection line, collision-aware y-ticks, clean tooltip
Four chart fixes in one pass.
1) Browser was rendering the <title> child as a native hover tooltip
that fought with the custom crosshair tooltip. Drop <title>; use
aria-label on the <svg role="img"> instead — same SR accessible name,
no native tooltip side-effect.
2/3) The hover crosshair clamped at today: bisector ran the saved
series, which ends at today, so future hovers stuck the dot at the
last saved point. Now the controller forks:
- Past hover: snap to nearest contribution via bisector.
- Future hover: snap to whole-week intervals along the projection
segment ([today, target_date]) and place the dot at the
interpolated y on the dashed line. Movement steps cleanly week
by week instead of pixel-by-pixel jitter.
4) Tooltip drops the redundant line:
- Past: "<date> · Saved: $X" (no Projected — there isn't one).
- Future: "<date> · Projected: $X" (no Saved — it's the future).
5) Y-axis tick label suppressed when its value falls within 5% of the
target line so "$2.5K" and "Target · $2,400" stop overlapping near
the right edge. Gridline stays; only the y-axis label drops.
Verified live via Playwright on House downpayment goal: <title>
absent, aria-label populated, past tooltip "Feb 10, 2026 · Saved:
$11,750", future tooltip "Nov 29, 2027 · Projected: $32,235",
neighbouring future x snaps to "Dec 13, 2027 · $32,704" (2-week jump
across the snapping boundary).
* ux(goals): catch-up rework, dark-mode pill contrast, color disclosure, stepper continue-right
- catch_up alert: title now leads with the new info (delta) and body
states the required rate. Was "Save $1,000/mo to catch up" + "Currently
$750/mo behind" — confusingly double-stated. Now "Behind by $750/mo" +
"Save $1,000/mo to stay on track for {date}." Locale keys swap the
%{amount}/%{delta} placement.
- Goals::StatusPillComponent: each variant carries a theme-dark: text
override so the dark-700 text doesn't disappear against the dark-mode
tinted surface. Verified in dark mode: Paused pill text is now
rgb(231,231,231) (gray-200) instead of rgb(54,54,54) (gray-700).
Pre-existing token contrast fix tracked at we-promise/sure#1736 stays
the long-term path; this is the local workaround that doesn't drop
4.5:1 in either theme.
- New goals/_color_picker.html.erb partial: <details> disclosure with
current-color preview in the summary + swatch grid in the popover.
Mirrors the categories form's pen-icon-overlay pattern in spirit
(collapsed by default; user clicks to expand). Both _form_edit and
_form_stepper render the partial; the stepper's hidden color field is
replaced by the visible disclosure.
- Stepper footer: change `justify-between` to `flex items-center` plus
`ml-auto` on the Continue wrapper. Continue now sits right-aligned in
step 1 (where Back is hidden) and stays right in step 2 with Back
taking the left edge.
* ux(goals/show): catch-up alert anchors all three numbers + scoped scrollbar on contributions list
Alert previous pass led with delta ("Behind by $750/mo") but the user
still had to reconcile that with the $1,000/mo CTA — the relationship
between current pace, gap, and required rate was implicit.
Make every number visible in the sentence:
- Title: "Save $1,000/mo to stay on track" — leads with the action +
required rate. Reduces decision load: the headline is what to do.
- Body: "You're saving $250/mo today — $750/mo short of the pace to
finish by September 11, 2026." — current pace + gap + deadline.
User can now mentally verify: $250 + $750 = $1,000. The catch-up
amount in title + body + CTA is no longer disconnected from the
current pace number; the body is the bridge.
Adds `scrollbar` utility (defined in app/assets/tailwind/application.css
as 4px gray-300 thumb) to the contributions list container. Browser-
default scrollbar was rendering as a thick dark bar in light mode on
some OSes; the in-house utility renders a thin gray thumb consistently
across themes.
* ux(goals): color picker uses Sure's inline-disclosure pattern; drop em-dash in catch-up body
Found the actual Sure pattern in app/views/accounts/_form.html.erb:27-47
("Additional details" section in the account-creation flow):
<details class="group">
<summary class="cursor-pointer text-sm text-secondary hover:text-primary flex items-center gap-1 py-2">
<%= icon "chevron-right", class: "group-open:rotate-90 transition-transform" %>
...
</summary>
<div class="space-y-2 mt-2 pl-4 border-l border-primary">...</div>
</details>
It's an inline expand (no absolute popup), chevron rotates 90° on
open, body indented with a vertical primary-color rule. My previous
partial was an absolute-positioned popover lifted from
categories/_form.html.erb — not what Sure uses for collapsible form
sections.
Rewrite _color_picker.html.erb to match: chevron + color-preview disc
+ "Color" label in the summary; swatches in an inline indented body.
Catch-up body also drops the em-dash. Was:
"You're saving $X/mo today — $Y/mo short of the pace to finish by $date."
Now two sentences:
"Your current pace is $X/mo. You need an extra $Y/mo to finish by $date."
Two short clauses, no compound separator, each conveys a single number.
Frames the gap as "extra" rather than "short", which behavioral-econ
research suggests reads as more attainable.
* ux(goals/show): catch-up CTA pre-fills + secondary "Adjust your target" link
The "Add $1,531.25" CTA used to open the contribution modal with an
empty amount field — label was a hint, not a default. Now passes the
catch-up amount via ?amount= and the contributions controller seeds
@contribution.amount from params. One click brings the user to the
modal already populated.
Adds a secondary text link below the primary CTA: "Or adjust your
target" → opens the edit modal (Turbo frame). Behavioural-econ choice
architecture: gives the rebaseline path explicitly so users who can't
realistically catch up don't feel forced into the contribution.
Trade-off: lets the alert respect autonomy — commit or recalibrate,
both fine. Action paralysis kept low by visual hierarchy (primary
button vs muted text link).
* ux(goals/show): balance-sheet-style funding widget; drop redundant stat row
Lower half of the goal detail used to be: (stat row: monthly pace +
total contributions) + (bottom row: contributions list + funding
breakdown card). Two of those four pieces were redundant:
- Total Contributions stat duplicated the count badge that already
sits beside the Contributions heading below.
- Monthly Pace stat repeated the same numbers the catch-up alert
surfaces above and the chart subtitle reads.
Adopt the dashboard Balance Sheet pattern (app/views/pages/dashboard/_
balance_sheet.html.erb) for the funding widget: inline header with
total ("Funding accounts · $13,250"), thin gap-separated segment bar,
color-dot legend with percent, and a bg-container-inset table with the
shared `pages/dashboard/group_weight` 5-stick weight indicator + value
column.
New show.html.erb bottom: just two full-width sections — funding
widget, then chronological contributions list. Both rendered only when
the goal has contributions (matches the empty-state branch added
earlier).
Locale: goals.show.funding_table.{name, weight, value}.
* feat(goals): extract shared color_icon_picker controller; add icon to goals; tinted avatar
User requested replacing the in-house color disclosure with the
categories color+icon popover. Done as a controller extraction so
categories and goals share one Stimulus controller (user's option:
"Extract a shared color_icon_picker_controller.js").
- `git mv` app/javascript/controllers/category_controller.js to
color_icon_picker_controller.js. Categories form + color_avatar
partial updated to use the new identifier (data-controller=
"color-icon-picker", target/action selectors renamed).
- Goal model gains an icon column (migration
20260511190000_add_icon_to_goals.rb) + ICONS = Category.icon_codes
+ inclusion validation. GoalsController permits :icon in
goal_params + goal_update_params.
- Goals::AvatarComponent now renders icon when present (falls back to
first-letter initial), and adopts the Categories tinted-bg + colored
-content style (bg = `color-mix(in oklab, COLOR 10%, transparent)`,
text/icon = COLOR). Matches the picker's live preview so what the
user sees during selection equals the saved state.
- New goals/_color_picker…
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