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Author	SHA1	Message	Date
Viktor Barzin	9cc781a8d6	fire-planner: ProjectionLab parity Wave 1 — tabbed shell, year stats, goals, All checks were successful ci/woodpecker/push/woodpecker Pipeline was successful Details income streams, Sankey cashflow, progress overlay, settings sub-pages Wave 1 (9 features across 4 streams): Stream A — dashboard skeleton 1.A.1 ScenarioShell with top tabs (Plan/Cash Flow/Tax Analytics/Compare/ Reports/Estate/Settings) + left Sidebar with Plans switcher. 1.A.2 GET /scenarios/{id}/year-stats?year=N returning per-year metrics (NW, Δ NW, taxable income, taxes, eff. rate, spending, contribs, investment growth). YearScrubber + YearStatsPanel render the right-hand sidebar; URL ?year= preserves selection. 1.A.3 FanChart gains optional `milestones` prop (lib/milestone.ts maps life_event.kind → emoji) + selectedYear marker line. Stream B — goals + progress 1.B.1 New goals_eval module: target_nw_by_year / never_run_out / target_real_income probability evaluation. Wired into POST /simulate (exact, per-path) and GET /scenarios/{id}/projection (approximated from persisted fan via percentile interpolation). GoalsSection renders pass/fail badges. 1.B.2 GET /scenarios/{id}/progress overlays AccountSnapshot totals on the projection fan; ProgressPage shows variance side-panel. Stream C — income + cashflow 1.C.1 New IncomeStream model + alembic 0003 + CRUD endpoints. Engine aggregates streams into per-year inflows + taxable arrays; income tax routes through the jurisdiction tax engine. IncomeStreamsSection on Plan tab. 1.C.2 GET /scenarios/{id}/cashflow?year=N returns sources/sinks for an ECharts Sankey (sums conserve). CashflowTab body. Stream D — settings 1.D.1 SettingsTab + sub-nav (Milestones/Rates/Dividends/Bonds/Tax/ Metrics/Other/Notes); placeholder cards for unbuilt sub-pages. 1.D.2 LifeEventsSection relocated to /scenarios/:id/settings. 1.D.3 RatesSettings (Fixed/Historical/Advanced segmented + per-asset cards). SimulateRequest gains rates_mode, inflation_pct, stocks/bonds growth + dividend, stocks_allocation. New build_fixed_paths() in simulator. Real-return arithmetic verified against (1+g+d)/(1+i)−1 ≈ 5.4%. 1.D.4 NotesSettings — markdown textarea, save-on-blur, stored in scenario.config_json.notes. Backend: 238 pytest pass (+19 new), mypy + ruff clean. Frontend: typecheck + 7 unit tests + production build clean. Roadmap for Wave 2-N is documented in the implementation plan.	2026-05-10 12:49:44 +00:00
Viktor Barzin	31193faf08	schema: add life_event, retirement_goal; extend scenario with kind/parent All checks were successful ci/woodpecker/push/woodpecker Pipeline was successful Details Two new tables and three new columns on `scenario` to give the ProjectionLab-style UI a place to land: - `scenario` gains `kind` (cartesian \| user), `name`, `description`, `parent_scenario_id`. Existing Cartesian flow keeps `kind='cartesian'` by default; user-defined scenarios point `parent_scenario_id` at the base they cloned from (NULL for root). - `life_event` — timed events on a scenario timeline: retirement, kid born, mortgage payoff, sabbatical, inheritance, etc. `year_start` and `year_end` are scenario-relative (year 0 = today). `delta_gbp_per_year` covers ranged effects; `one_time_amount_gbp` covers one-shot impacts. `enabled` lets the UI toggle without delete. - `retirement_goal` — user-defined success criteria (target_nw, never_run_out, inheritance, ...). `comparator` + `success_threshold` let the goal say "≥ £2M at year 25 in ≥ 90% of paths". Migration 0002 adds the columns + tables idempotently. 145 tests; mypy strict + ruff clean. Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>	2026-05-09 21:36:58 +00:00
Viktor Barzin	f7ef7ca4ab	Initial extraction from monorepo	2026-05-07 17:06:19 +00:00

Author

SHA1

Message

Date

Viktor Barzin

9cc781a8d6

fire-planner: ProjectionLab parity Wave 1 — tabbed shell, year stats, goals,

ci/woodpecker/push/woodpecker Pipeline was successful

Details

income streams, Sankey cashflow, progress overlay, settings sub-pages

Wave 1 (9 features across 4 streams):

Stream A — dashboard skeleton
  1.A.1 ScenarioShell with top tabs (Plan/Cash Flow/Tax Analytics/Compare/
        Reports/Estate/Settings) + left Sidebar with Plans switcher.
  1.A.2 GET /scenarios/{id}/year-stats?year=N returning per-year metrics
        (NW, Δ NW, taxable income, taxes, eff. rate, spending, contribs,
        investment growth). YearScrubber + YearStatsPanel render the
        right-hand sidebar; URL ?year= preserves selection.
  1.A.3 FanChart gains optional `milestones` prop (lib/milestone.ts maps
        life_event.kind → emoji) + selectedYear marker line.

Stream B — goals + progress
  1.B.1 New goals_eval module: target_nw_by_year / never_run_out /
        target_real_income probability evaluation. Wired into POST
        /simulate (exact, per-path) and GET /scenarios/{id}/projection
        (approximated from persisted fan via percentile interpolation).
        GoalsSection renders pass/fail badges.
  1.B.2 GET /scenarios/{id}/progress overlays AccountSnapshot totals on
        the projection fan; ProgressPage shows variance side-panel.

Stream C — income + cashflow
  1.C.1 New IncomeStream model + alembic 0003 + CRUD endpoints. Engine
        aggregates streams into per-year inflows + taxable arrays;
        income tax routes through the jurisdiction tax engine.
        IncomeStreamsSection on Plan tab.
  1.C.2 GET /scenarios/{id}/cashflow?year=N returns sources/sinks for
        an ECharts Sankey (sums conserve). CashflowTab body.

Stream D — settings
  1.D.1 SettingsTab + sub-nav (Milestones/Rates/Dividends/Bonds/Tax/
        Metrics/Other/Notes); placeholder cards for unbuilt sub-pages.
  1.D.2 LifeEventsSection relocated to /scenarios/:id/settings.
  1.D.3 RatesSettings (Fixed/Historical/Advanced segmented + per-asset
        cards). SimulateRequest gains rates_mode, inflation_pct,
        stocks/bonds growth + dividend, stocks_allocation. New
        build_fixed_paths() in simulator. Real-return arithmetic
        verified against (1+g+d)/(1+i)−1 ≈ 5.4%.
  1.D.4 NotesSettings — markdown textarea, save-on-blur, stored in
        scenario.config_json.notes.

Backend: 238 pytest pass (+19 new), mypy + ruff clean.
Frontend: typecheck + 7 unit tests + production build clean.

Roadmap for Wave 2-N is documented in the implementation plan.

2026-05-10 12:49:44 +00:00

Viktor Barzin

31193faf08

schema: add life_event, retirement_goal; extend scenario with kind/parent

ci/woodpecker/push/woodpecker Pipeline was successful

Details

Two new tables and three new columns on `scenario` to give the
ProjectionLab-style UI a place to land:

- `scenario` gains `kind` (cartesian | user), `name`, `description`,
  `parent_scenario_id`. Existing Cartesian flow keeps `kind='cartesian'`
  by default; user-defined scenarios point `parent_scenario_id` at the
  base they cloned from (NULL for root).

- `life_event` — timed events on a scenario timeline: retirement, kid
  born, mortgage payoff, sabbatical, inheritance, etc. `year_start` and
  `year_end` are scenario-relative (year 0 = today).
  `delta_gbp_per_year` covers ranged effects; `one_time_amount_gbp`
  covers one-shot impacts. `enabled` lets the UI toggle without delete.

- `retirement_goal` — user-defined success criteria (target_nw,
  never_run_out, inheritance, ...). `comparator` + `success_threshold`
  let the goal say "≥ £2M at year 25 in ≥ 90% of paths".

Migration 0002 adds the columns + tables idempotently.
145 tests; mypy strict + ruff clean.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

2026-05-09 21:36:58 +00:00

Viktor Barzin

f7ef7ca4ab

Initial extraction from monorepo

2026-05-07 17:06:19 +00:00

3 commits