Cover Legacy Story and chart toggle in journey test and video

script/demo/README.md

@@ -1,7 +1,7 @@
 # Journey walkthrough video
 
-Records the member happy path (sign up → confirm email → About You → build and
-share a scenario → public view) as a video using Playwright against the local
+Records the member happy path (sign up → confirm email → About You → Your legacy story →
+build and share a scenario → public view) as a video using Playwright against the local
 dev server. Same flow as `test/system/user_journey_test.rb`, slowed down for
 viewing.
 

script/demo/record.mjs

@@ -94,6 +94,21 @@ async function run() {
     await page.getByText("Saved.").first().waitFor();
     await pause(1500);
 
+    // Your legacy story (also autosaves)
+    await page.getByRole("link", { name: "Dashboard" }).click();
+    await pause();
+    await page.getByRole("link", { name: "Your legacy story" }).click();
+    await page.getByRole("heading", { name: "Your legacy" }).waitFor();
+    await pause();
+    await type(page, "#user_legacy_story_supported_organizations",
+      "The local food bank and the county library, because no one should go hungry or without books.");
+    await page.getByText("Saved.").first().waitFor();
+    await pause(1500);
+    await page.locator("#user_legacy_story_core_values").scrollIntoViewIfNeeded();
+    await type(page, "#user_legacy_story_core_values", "Generosity, curiosity, and community.");
+    await page.getByText("Saved.").first().waitFor();
+    await pause(1500);
+
     // Build a scenario
     await page.getByRole("link", { name: "Dashboard" }).click();
     await pause();
@@ -113,7 +128,10 @@ async function run() {
     await page.getByText("$100,000").first().waitFor();
     await pause(1500);
 
+    // Both allocation sections and the summary panel have a "... giving" heading;
+    // only the allocation sections carry the dialog controller.
     const oneTime = page.locator("[data-controller='dialog']", { hasText: /one time giving/i }).first();
+    const ongoing = page.locator("[data-controller='dialog']", { hasText: /ongoing giving/i }).first();
     await oneTime.getByRole("button", { name: "+ Add allocation" }).click();
     await pause();
     await oneTime.getByRole("button", { name: "Select a category" }).click();
@@ -125,6 +143,23 @@ async function run() {
     await page.getByText("$5,000").first().waitFor();
     await pause(2000);
 
+    // Ongoing allocation (percentage slider defaults to 20%)
+    await ongoing.getByRole("button", { name: "+ Add allocation" }).click();
+    await pause();
+    await ongoing.getByRole("button", { name: "Select a category" }).click();
+    await pause();
+    await ongoing.locator("button[data-name='Education']").click();
+    await pause(1500);
+    await ongoing.getByRole("button", { name: "Create" }).click();
+    await page.getByText("20% allocated across 2 causes").waitFor();
+    await pause(2000);
+
+    // Toggle the summary chart between bar and pie
+    await page.getByRole("button", { name: "Pie" }).click();
+    await pause(2500);
+    await page.getByRole("button", { name: "Bar" }).click();
+    await pause(1500);
+
     // Share → open the public link as an anonymous visitor
     await page.getByRole("button", { name: "Share" }).click();
     await pause();

test/system/user_journey_test.rb

@@ -1,8 +1,8 @@
 require "application_system_test_case"
 
 # Walks the happy path a brand-new member takes on a tenant: sign up, confirm
-# via the emailed link, fill in About You (autosave), build a giving scenario,
-# share it, and view the shared page anonymously.
+# via the emailed link, fill in About You and Your Legacy Story (both autosave),
+# build a giving scenario, share it, and view the shared page anonymously.
 class UserJourneyTest < ApplicationSystemTestCase
   include ActiveJob::TestHelper
 
@@ -18,7 +18,7 @@ class UserJourneyTest < ApplicationSystemTestCase
     Capybara.app_host = @original_app_host
   end
 
-  test "a new member signs up, confirms, fills out About You, builds and shares a scenario" do
+  test "a new member signs up, confirms, fills out their story, builds and shares a scenario" do
     # Landing → sign up
     visit "/"
     assert_selector "h1", text: "Your Legacy Starts Here"
@@ -54,6 +54,21 @@ class UserJourneyTest < ApplicationSystemTestCase
     visit "/users/biography"
     assert_field "user_biography_birthplace", with: "Arlington, VA"
 
+    # Legacy Story autosaves too
+    visit "/dashboard"
+    click_link "Your legacy story"
+    assert_selector "h1", text: "Your legacy"
+    fill_in "user_legacy_story_supported_organizations", with: "The local food bank, because no one should go hungry."
+    fill_in "user_legacy_story_core_values", with: "Generosity and community."
+    assert_text "Saved."
+
+    story = user.reload.user_legacy_story
+    assert_equal "The local food bank, because no one should go hungry.", story.supported_organizations
+    assert_equal "Generosity and community.", story.core_values
+
+    visit "/users/legacy_story"
+    assert_field "user_legacy_story_core_values", with: "Generosity and community."
+
     # Build a scenario
     visit "/dashboard"
     click_link "Explore options"
@@ -78,6 +93,21 @@ class UserJourneyTest < ApplicationSystemTestCase
     assert_text "Education"
     assert_text "$5,000"
 
+    within ongoing_section do
+      click_button "+ Add allocation"
+      click_button "Select a category"
+      find("button[data-name='Education']").click
+      click_button "Create"
+    end
+    assert_text "20% allocated across 2 causes"
+
+    # Toggle the ongoing summary between bar and pie charts
+    click_button "Pie"
+    assert_selector "[data-tabs-target='panel'][data-type='pie']:not(.hidden)"
+    assert_selector "[data-tabs-target='panel'][data-type='bar'].hidden", visible: :all
+    click_button "Bar"
+    assert_selector "[data-tabs-target='panel'][data-type='bar']:not(.hidden)"
+
     # Share and view the read-only page without signing in
     click_button "Share"
     click_button "Create share link"
@@ -97,7 +127,19 @@ class UserJourneyTest < ApplicationSystemTestCase
   private
 
   def one_time_section
-    find("h3", text: /one time giving/i).ancestor("[data-controller='dialog']")
+    allocation_section(/one time giving/i)
+  end
+
+  def ongoing_section
+    allocation_section(/ongoing giving/i)
+  end
+
+  # The allocation sections and the summary panel both have a "... giving" h3;
+  # only the allocation sections carry the dialog controller and add button.
+  def allocation_section(title)
+    find("[data-controller='dialog']", text: title).tap do |section|
+      section.assert_selector "button", text: "+ Add allocation"
+    end
   end
 
   # Pull the first link containing `prefix` out of the email and return it as a