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Migrated from monorepo during Forgejo registry consolidation 2026-05-07
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Viktor Barzin 18981459b3
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Details
frontend: life events + retirement goals sections on scenario detail 
Two new nested CRUD sections on /scenarios/:id, each list + add form
in one card:

- Life events: name, kind (free-text with datalist suggestions —
  retirement, kid_born, mortgage_payoff, sabbatical, inheritance...),
  year_start, optional year_end (one-time vs ranged), £/year delta.
  One-line summary per row; Delete button per item.

- Goals: name, kind (target_nw, never_run_out, inheritance,
  spending_floor), comparator (>= < etc), target amount, target year,
  success threshold (probability bar). Same list+add+delete layout.

Both wire through the existing FastAPI endpoints (POST/GET on
nested paths, DELETE on flat /life-events/{id} and /goals/{id})
already shipped in Phase 0c. Mutations invalidate per-scenario
queries so the list refreshes immediately.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-09 22:17:04 +00:00
alembic schema: add life_event, retirement_goal; extend scenario with kind/parent 2026-05-09 21:36:58 +00:00
fire_planner api: expand FastAPI surface for scenarios, networth, life-events, goals, simulate 2026-05-09 21:48:36 +00:00
frontend frontend: life events + retirement goals sections on scenario detail 2026-05-09 22:17:04 +00:00
tests api: expand FastAPI surface for scenarios, networth, life-events, goals, simulate 2026-05-09 21:48:36 +00:00
.gitignore Initial extraction from monorepo 2026-05-07 17:06:19 +00:00
.woodpecker.yml Phase 4: drop registry.viktorbarzin.me, Forgejo only 2026-05-07 23:17:46 +00:00
alembic.ini Initial extraction from monorepo 2026-05-07 17:06:19 +00:00
Dockerfile Initial extraction from monorepo 2026-05-07 17:06:19 +00:00
PLAYBOOK_VIKTOR.md Initial extraction from monorepo 2026-05-07 17:06:19 +00:00
poetry.lock Initial extraction from monorepo 2026-05-07 17:06:19 +00:00
pyproject.toml api: expand FastAPI surface for scenarios, networth, life-events, goals, simulate 2026-05-09 21:48:36 +00:00
README.md Initial extraction from monorepo 2026-05-07 17:06:19 +00:00

README.md

fire-planner

Risk-adjusted, tax-minimised FIRE retirement planner. Consumes today's portfolio, savings rate, and RSU vest schedule from sibling services (wealthfolio, payslip-ingest, hmrc-sync) and returns the after-tax probability of success for each combination of jurisdiction, withdrawal strategy, and "year you break UK tax residency".

Layout

  • fire_planner/ — package
    • tax/ — per-jurisdiction tax engines (UK, nomad, Malaysia, Thailand, Cyprus, Bulgaria)
    • returns/ — Shiller 1871+ data + block bootstrap sampler
    • strategies/ — Trinity 4% SWR, Guyton-Klinger guardrails, VPW
    • ingest/ — pulls from wealthfolio / payslip-ingest / hmrc-sync
    • simulator.py — vectorised NumPy MC engine
    • scenarios.py — Cartesian product over (jurisdiction × strategy × leave-UK-year × glide)
    • app.py — FastAPI on-demand /recompute
    • __main__.py — click CLI: ingest, simulate, recompute-all, migrate

Common commands

poetry install
pytest -v
mypy .
ruff check .
yapf --recursive .

# Run migrations against the local DB:
DB_CONNECTION_STRING=postgresql+asyncpg://... alembic upgrade head

# CLI
DB_CONNECTION_STRING=... python -m fire_planner ingest
DB_CONNECTION_STRING=... python -m fire_planner simulate --scenario=cyprus-vpw-leave-y3
DB_CONNECTION_STRING=... python -m fire_planner recompute-all

Schema

Six tables in fire_planner schema on pg-cluster-rw:

  • account_snapshot — daily NW per account (Wealthfolio)
  • scenario — Cartesian-product scenario definition
  • mc_run — execution metadata + summary stats per (scenario, run_at)
  • mc_path — sparse storage (top decile, bottom decile, median)
  • projection_yearly — deterministic point projection per scenario
  • scenario_summary — denormalised fast-read for Grafana