New /what-if route. Sticky form on the left (jurisdiction, strategy,
glide, NW seed, spending, savings, horizon, optional floor for
vpw_floor, MC paths) submits to POST /simulate; results panel renders
summary stats + the new FanChart.
FanChart component layers seven series:
- p10 invisible baseline (line, transparent)
- p10→p25 stacked area (low opacity)
- p25→p75 stacked area (IQR, mid opacity)
- p75→p90 stacked area (low opacity)
- p50 solid median line (drawn last, prominent)
- p10 + p90 dashed lines on top of the bands
Stacking deltas keeps the band fills clean — plotting raw quantiles
each as their own area would overlap badly. Reusable by scenario
detail in the next chunk (same ProjectionPoint[] shape).
5 tests pass (was 2). 470 KB gzipped (ECharts).
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
First end-to-end view: ECharts stacked area of net worth by account
over the last 365 days, fed from GET /networth/history.
- NetWorthChart component with empty-state fallback
- Mocked ReactECharts in tests so they run without a DOM canvas
- Dashboard now: headline NW + history chart + per-account cards
Bundle grew to 467 KB gzipped — ECharts is heavy by design. Will
tree-shake via echarts/core imports once the chart surface stabilises.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Bare-minimum SPA that wires up to the FastAPI backend:
- Vite 6 + React 19 + TS strict, alias @/* to src/*
- Tailwind v4 via @tailwindcss/vite (no postcss)
- TanStack Query v5 with sane defaults (30s staleTime, no auto-refetch)
- React Router 7 for routing
- ECharts + Recharts available (charts land in Phase 1a)
- Vitest + @testing-library/react for tests
- Dev proxy /api → http://localhost:8080 (FastAPI)
Pages:
- Dashboard — pulls /networth, shows total + per-account cards.
No chart yet (Phase 1a). Empty/error states for "no data" cases
point users to the ingest CLI.
Header shows live API health (queue depth from /healthz). 274 KB JS
gzipped to 87 KB. typecheck + build pass.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Adds the read+write endpoints the frontend needs to drive a
ProjectionLab-style UX on top of the existing engine.
- /networth, /networth/history — NW total + per-account from
account_snapshot (frontend chart)
- /scenarios CRUD + projection — list/get/create/patch/delete user
scenarios; cartesian read-only
- /scenarios/{id}/life-events — life event CRUD nested under scenario
- /life-events/{id} — patch + delete by id
- /scenarios/{id}/goals,
/goals/{id} — retirement goal CRUD
- /simulate, /compare — sync, no-DB-write what-if endpoints
Auth: Bearer-token dependency on writes + simulate when API_BEARER_TOKEN
is set; reads always open (lock down via Authentik-fronted ingress in
prod). Existing /recompute keeps its bearer auth.
CORS middleware reads FRONTEND_ORIGINS (comma-separated) for the dev
SPA. Lifespan now provisions the SQLAlchemy engine + session_factory
on app.state and disposes them on shutdown.
40 new tests covering happy paths and validation. 172 tests total.
mypy strict + ruff clean (B008 ignore added — Depends() in defaults
is the canonical FastAPI pattern, not a bug).
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
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>
The previous SQLite-direct reader queried `holdings_snapshot` (singular)
and `accounts.type` — both wrong against the live wealthfolio schema
(plural `holdings_snapshots`, column `account_type`). It silently
returned [] via the OperationalError fallback, leaving fire-planner with
stale account snapshots.
Switch to reading from the wealthfolio_sync PG mirror. The pg-sync
sidecar (defined in infra/stacks/wealthfolio) hourly mirrors SQLite to
Postgres with a clean schema. We read from `daily_account_valuation`
which already has total_value, cost_basis, and explicit fx_rate_to_base
per row — no JSON-decoding of position blobs.
CLI ingest no longer takes --db-path (no kubectl-exec gymnastics);
reads WEALTHFOLIO_SYNC_DB_CONNECTION_STRING from env. Falls back to
DB_CONNECTION_STRING for single-DB local dev.
13 new tests covering: latest-per-account, multi-currency FX, explicit
as-of, empty mirror, null cost_basis, full pipeline through upsert.
140 tests pass; mypy strict + ruff clean.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
