2 commits

Author	SHA1	Message	Date
Viktor Barzin	4da58fe56e	fire-planner: lazy-refresh /networth from wf_sync (default TTL 1d) ... The account_snapshot cache fed /networth, /networth/history, and /scenarios/{id}/progress. No CronJob populated it, so the cache had drifted ~18 days behind the wealthfolio_sync mirror (last refresh 2026-05-09 via manual kubectl exec; Grafana reads wf_sync directly and stayed fresh). Switch to lazy refresh on read: each request to those endpoints now checks MAX(account_snapshot.snapshot_date) — if it's older than NETWORTH_CACHE_TTL_DAYS (default 1), pull fresh rows from wf_sync via read_account_snapshots_from_pg and upsert. Idempotent under concurrency (existing ON CONFLICT DO UPDATE). Plumbing: - Add get_wf_sync_session dependency that yields None when the wf_sync factory isn't wired (keeps existing tests' behaviour: no refresh attempted, they continue to seed account_snapshot directly). - Wire wf_sync engine + session_factory in app.lifespan when WEALTHFOLIO_SYNC_DB_CONNECTION_STRING is set. - Centralise the staleness check in refresh_account_snapshots_if_stale. Tests: - 271 existing tests still green. - Three new tests in test_api_networth_refresh.py covering: empty cache triggers refresh, stale cache triggers refresh, fresh cache skips refresh (asserts the wf_sync value is NOT served).	2026-05-27 18:21:12 +00:00
Viktor Barzin	9cc781a8d6	fire-planner: ProjectionLab parity Wave 1 — tabbed shell, year stats, goals, ... 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