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income streams, Sankey cashflow, progress overlay, settings sub-pages
Wave 1 (9 features across 4 streams):
Stream A — dashboard skeleton
1.A.1 ScenarioShell with top tabs (Plan/Cash Flow/Tax Analytics/Compare/
Reports/Estate/Settings) + left Sidebar with Plans switcher.
1.A.2 GET /scenarios/{id}/year-stats?year=N returning per-year metrics
(NW, Δ NW, taxable income, taxes, eff. rate, spending, contribs,
investment growth). YearScrubber + YearStatsPanel render the
right-hand sidebar; URL ?year= preserves selection.
1.A.3 FanChart gains optional `milestones` prop (lib/milestone.ts maps
life_event.kind → emoji) + selectedYear marker line.
Stream B — goals + progress
1.B.1 New goals_eval module: target_nw_by_year / never_run_out /
target_real_income probability evaluation. Wired into POST
/simulate (exact, per-path) and GET /scenarios/{id}/projection
(approximated from persisted fan via percentile interpolation).
GoalsSection renders pass/fail badges.
1.B.2 GET /scenarios/{id}/progress overlays AccountSnapshot totals on
the projection fan; ProgressPage shows variance side-panel.
Stream C — income + cashflow
1.C.1 New IncomeStream model + alembic 0003 + CRUD endpoints. Engine
aggregates streams into per-year inflows + taxable arrays;
income tax routes through the jurisdiction tax engine.
IncomeStreamsSection on Plan tab.
1.C.2 GET /scenarios/{id}/cashflow?year=N returns sources/sinks for
an ECharts Sankey (sums conserve). CashflowTab body.
Stream D — settings
1.D.1 SettingsTab + sub-nav (Milestones/Rates/Dividends/Bonds/Tax/
Metrics/Other/Notes); placeholder cards for unbuilt sub-pages.
1.D.2 LifeEventsSection relocated to /scenarios/:id/settings.
1.D.3 RatesSettings (Fixed/Historical/Advanced segmented + per-asset
cards). SimulateRequest gains rates_mode, inflation_pct,
stocks/bonds growth + dividend, stocks_allocation. New
build_fixed_paths() in simulator. Real-return arithmetic
verified against (1+g+d)/(1+i)−1 ≈ 5.4%.
1.D.4 NotesSettings — markdown textarea, save-on-blur, stored in
scenario.config_json.notes.
Backend: 238 pytest pass (+19 new), mypy + ruff clean.
Frontend: typecheck + 7 unit tests + production build clean.
Roadmap for Wave 2-N is documented in the implementation plan.
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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_year_stats.py | ||
| test_cli.py | ||
| test_db_schema.py | ||
| test_e2e.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_spending_plan.py | ||
| test_strategies.py | ||
| test_tax_base.py | ||
| test_tax_other_regimes.py | ||
| test_tax_uk.py | ||