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events, interactive Visx Gantt + spending-profile chart
Charts are now the primary editor for life events. The Plan-tab body
re-orders to make charts ~80% of viewport real-estate; legacy form
sections are collapsed into a drawer.
Backend:
- alembic 0004: life_event.category enum (essential / discretionary /
not_spending). Defaults to essential so existing rows keep their
full spending impact.
- Simulator gains discretionary_outflows + flex_rules params. Tracks
per-path running ATH, applies the deepest applicable cut to
discretionary outflows when portfolio drops vs ATH (PLab-style flex
spending). Cut amount stays in the portfolio (refund pattern).
- New flex_spending module with FlexRule + applicable_cut +
cuts_per_year (vectorised). Sortable rules; "deepest cut wins" so
users specify cumulative cuts at each tier.
- New /scenarios/{id}/spending-profile endpoint returning per-year
base / essential / discretionary / flex_cut / total breakdown.
- SimulateRequest gains flex_rules + life_event.category roundtrip.
- 8 new tests; 246 total pytest pass; mypy + ruff clean.
Frontend (Visx + ECharts):
- Installed @visx/{scale,shape,group,axis,event,responsive,tooltip}
for native SVG drag interactions.
- New <SpendingProfileChart> — Visx stacked-area of base/essential/
discretionary with red flex-cut overlay, hover tooltip, click-to-
scrub-year.
- New <EventGantt> — interactive Visx Gantt:
* Click empty space → popover create at that year (default
essential spending event)
* Click a bar → inline edit popover (name, kind, range, £/y,
category) with delete button
* Drag bar middle → moves the whole event (year-resolution snap)
* Drag bar edges → resizes year_start / year_end
* All gestures persist via PATCH /life-events/{id}
- New <FlexRulesEditor> — list of {from_ath_pct, cut} tiers, save-on-
change to scenario.config_json.flex_rules.
- Plan-tab redesign: NW fan dominant top with floating stat badges
(Year/Age/NW/Δ NW/Spending/Eff. tax) over the chart; spending-
profile chart middle; Gantt bottom; flex-rules editor; legacy form
sections in a collapsed <details> drawer.
- Frontend typecheck + 7 vitest tests + production build all clean.
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| .. | ||
| __init__.py | ||
| conftest.py | ||
| test_actualbudget.py | ||
| test_api_cashflow.py | ||
| test_api_life_events_goals.py | ||
| test_api_networth.py | ||
| test_api_progress.py | ||
| test_api_scenarios.py | ||
| test_api_simulate.py | ||
| test_api_spending.py | ||
| test_api_spending_profile.py | ||
| test_api_year_stats.py | ||
| test_cli.py | ||
| test_db_schema.py | ||
| test_e2e.py | ||
| test_flex_spending.py | ||
| test_goals_eval.py | ||
| test_income_streams.py | ||
| test_ingest_wealthfolio_pg.py | ||
| test_life_events.py | ||
| test_reporters_pg.py | ||
| test_returns.py | ||
| test_returns_wealthfolio.py | ||
| test_scenarios.py | ||
| test_simulator.py | ||
| test_simulator_events.py | ||
| test_simulator_fixed_rates.py | ||
| test_simulator_flex.py | ||
| test_spending_plan.py | ||
| test_strategies.py | ||
| test_tax_base.py | ||
| test_tax_other_regimes.py | ||
| test_tax_uk.py | ||