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The Plan-tab editors (interactive Gantt for life events, flex spending
rules) are now available in What-If too — with local state instead of
DB persistence so users can tweak before committing to a scenario.
Architecture refactor:
- EventGantt is now a controlled component. The `scenarioId` prop +
internal useMutation/useQueryClient hooks went away; the component
takes a `persister: { create, patch, delete }` prop and delegates
every mutation through it. Plan tab wires it to lifeEventsApi +
cache invalidation; What-If wires it to React local state with
negative ids for new events.
- FlexRulesEditor is similarly controlled. Takes `rules + onChange`
instead of a `scenario` object. Plan tab wraps it with the PATCH
/scenarios/:id mutation; What-If wraps it with setFlexRules.
Backend:
- New stateless POST /scenarios/spending-profile-preview endpoint
takes base_spending_gbp + horizon + life_events + flex_rules in the
body and returns the same SpendingProfileResponse shape as the
read-only /scenarios/{id}/spending-profile endpoint. Used by
What-If to render the stacked-area chart against unsaved events.
- SpendingProfileResponse.scenario_id loosened to int | None to
support the preview variant.
Frontend:
- What-If page gains `events` + `flexRules` local state, an
EventGantt + FlexRulesEditor wired through them, and a Visx
spending-profile chart fed by /spending-profile-preview.
- Sim auto-refresh: a 600ms debounced effect re-fires /simulate
whenever the form / events / flex rules change. Manual "Run
simulation" button stays as an immediate trigger.
- "Save as scenario" still works — preserves the scenario params but
not yet the life events / flex rules (a Wave-3 follow-up could
POST them after the scenario is created).
247 pytest pass; mypy + ruff + frontend typecheck/test/build all clean.
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|---|---|---|
| .. | ||
| api | ||
| ingest | ||
| reporters | ||
| returns | ||
| strategies | ||
| tax | ||
| __init__.py | ||
| __main__.py | ||
| actualbudget.py | ||
| app.py | ||
| db.py | ||
| flex_spending.py | ||
| fx.py | ||
| glide_path.py | ||
| goals_eval.py | ||
| income_streams.py | ||
| life_events.py | ||
| scenarios.py | ||
| simulator.py | ||