single-year drag, Settings highlight, Dashboard empty state
Round 2 of agent-driven UX review.
- api status badge was always "unreachable" because client called
/api/healthz but FastAPI mounts /healthz at root (so k8s probes
hit it without the SPA prefix). Client now calls /healthz directly.
- Progress page rendered without the shell sidebar/tabs because its
route was sibling to ScenarioShell; moved it inside as a nested
route (also drops the redundant "← Plan" breadcrumb since the tab
bar handles that now).
- EventGantt: single-year (point) events no longer render edge handles
since the bar is too narrow to distinguish "edge grab" from "middle
grab" — for points the whole bar moves; resize via the popover.
Bars wider than 24px keep their edge handles.
- Settings sub-nav: Milestones now points at /settings/milestones
(consistent active highlight); /settings index redirects there.
- Dashboard "Last 12 months" chart shows an explainer when the
history has fewer than 2 snapshots instead of an empty axis.
- Stub tabs that are currently active get a slate-300 underline +
slate-500 text rather than the bold slate-900 — visually honest
about what's a placeholder.
Frontend typecheck/test/build green.
Round-1 fixes from the headless UI review:
Backend
- scenarios PATCH now allows config_json/name/description on cartesian
scenarios (so users can pin flex_rules + notes that recompute will
preserve). Core fields (jurisdiction/strategy/etc.) still blocked
because they're rebuilt on recompute. Existing test updated.
Frontend
- Sidebar Plans switcher: drop the kind=user filter so the switcher
surfaces all 120 cartesian scenarios that ship out of the box.
- Settings → Milestones now reachable at both /settings (index) and
/settings/milestones (explicit) — the agent navigated to the latter
and got a blank page.
- EventGantt background click capture: explicit pointerEvents="all" +
fillOpacity=0 so click-to-add reliably fires on empty regions
between bars.
- Plan tab stat badges moved out of the chart card into a dedicated
row above the fan — previously they overlapped the chart's title,
legend caption ("p10/p50/p..."), and right-side withdrawal axis.
- Stub tabs (Tax Analytics / Compare / Reports / Estate) and stub
Settings sub-pages (Dividends / Bonds / Tax / Metrics / Other) get
a "soon" badge + slate-300 styling so they're clearly placeholders.
- New "Portfolio depleted at this year" pill renders in the badge
row when the scrubbed year's NW is 0 — previously the badges
silently went to £0 with no UI cue.
- Test life-event from the smoke run cleaned up from prod DB.
246 pytest pass; mypy/ruff clean; frontend typecheck/test/build green.
Three small UX wins:
- /scenarios/:id Run now — POSTs /simulate with the scenario's params
and renders the result in a "Live preview run" card below the
persisted projection. Removes the recompute-or-wait friction.
- /what-if Save as scenario — appears once a simulation has run.
Prompts for a name (with a sensible default), POSTs the form values
to /scenarios as a user scenario, redirects to its detail page.
- /scenarios/:id/edit — PATCH form for user scenarios. Pre-fills from
current scenario; on save invalidates the scenarios query and
navigates back to detail. Backend already rejects PATCH on
cartesian; the UI also hides the Edit button for them.
api.scenarios gained patch(). 7 tests pass, typecheck + build clean.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Multi-select on /scenarios — checkbox per row, capped at 5. When ≥2
are picked, a "Compare N" button appears that navigates to
/compare?ids=1,2,3.
/compare page pulls each scenario + its latest projection in
parallel via useQueries. Each scenario gets a distinct hue (5 in
the palette); median lines drawn solid, p10 + p90 dashed at 60%
opacity. Stats table below shows success / p10 / p50 / p90 endings
+ median lifetime tax per scenario, with inline "no run yet" rows
for scenarios missing a projection (404 from /projection treated
as soft state, not error).
7 tests pass (was 5). Bundle still ~470 KB gz.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
/scenarios/new — form posts to POST /scenarios with name, description,
jurisdiction, strategy, glide path, leave-UK year, spending, NW seed,
savings, horizon. Required-name validation; on success invalidates the
scenarios query and navigates to the new detail page.
/scenarios/:id — Delete button (user scenarios only; cartesian are
backend-protected). Browser confirm prompt + DELETE /scenarios/{id} +
invalidate + redirect to list.
api.scenarios gains create() and delete(). New ScenarioCreateBody type.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
/scenarios — table of all scenarios with filter chips (all/cartesian/
user). Cartesian scenarios get a neutral badge; user-defined get an
emerald accent. Empty-state nudges the user to run /recompute.
/scenarios/:id — params summary + the latest persisted MC projection.
Reuses FanChart so chart code is shared with /what-if. 404 on the
projection endpoint is treated as "no run yet" (don't retry); other
errors surface normally.
Nav grew a Scenarios tab. typecheck + 5 tests + build pass.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
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>
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>
