39 Commits

Author SHA1 Message Date
f309dfa947 redid bills UI, you can now choose CPI or FLAT X% as well, via a drop-down not a set of buttons. The changing of inflation also tweaks any bills using CPI, all works 2025-12-23 18:35:52 +11:00
0a9a50f9a1 added ability to delete comparison sets, also made future bills recalc for Hydunday/D_quit dependent future bills, this is not effectively functional -v1.0 :) 2025-11-04 11:36:36 +11:00
9cc907fb62 added a basic comparison set page, with a table of the data that changes only (just to fit it in) and allowing them to be deleted 2025-11-01 22:48:21 +11:00
227e95cab7 add a button to recalc bills by removing all esimated bills and rebuild them 2025-10-17 21:22:07 +11:00
489fb3ee2b update comment 2025-09-05 16:13:51 +10:00
c5cfc00793 put back ioniq 6 future bills, but use bill data to set values - assumption at present is they are yearly bills, could do better, but good enough for now. This commit also changes selects to return bill_type not bill_type_id and removed some debugs for bill amt in calc loop 2025-09-05 12:20:08 +10:00
ebac4aaf66 incorporate bills for dates/amounts into calculations, still need to do future bills on triggers 2025-09-03 22:35:24 +10:00
3a5b77f12d Change approach with Qtr bills, all are simple based on last qtr - when we have normal Qtr bills (freq 'Quarterly') we just use last qtrs data for growth much easier. For GAS, we have the 'Quaterly (forced)' freq. which uses the forced/calc. amount per qtr for growth, its good enough for Gas bills - which dont always have 4 bills a year 2025-08-31 16:32:00 +10:00
07f2a321ec added support for Quarterly (seasonal) and Quarterly (fixed), also updated live DB to match 2025-08-31 11:07:08 +10:00
338b63aa06 now the UI shows annual costs, updated the comments and bills figure again to be more accurate 2025-08-30 13:58:56 +10:00
aee8916471 updating comment / bills total 2025-08-30 13:13:43 +10:00
e84faffd79 when choosing a Tab, make the new bill drop-down be of that type. When we save a new bill, change the last-tab to be the type of bill we just added 2025-08-28 20:47:12 +10:00
91ebc227b6 add support for simple growth, also remove all estimated bills when we add a new real bill 2025-08-28 19:46:51 +10:00
b05f7b05e8 now remembers ui values for which tab we are on and whether we clicked show estimated or not 2025-08-22 16:51:04 +10:00
78141d097f amount needs to be cast to a float to be a .2f in new bill 2025-08-22 14:07:49 +10:00
3521d4c126 make radio button for min / avg / max growth value be pushed into which_growth in the DB for bill_type row, then also delete estimated bills for that bill_type, and then calling /bills, causes the estimated bills to be filled back in based on the new chosen growth model 2025-08-21 18:20:32 +10:00
c469f6d281 force new bill to restrict the amount to $/c (2 decimal points) 2025-08-21 16:51:57 +10:00
5ebd623d88 replaced ann_growth with ann_growth_min, ann_growth_avg, ann_growth_max in DB 2025-08-20 18:07:09 +10:00
232f16deba made bill_freq have simple / hard-coded number of bills for a year, e.g. annual == 1, monthly == 12, etc) 2025-08-18 17:45:20 +10:00
adac3eceeb added bill_freq table and referenced it, tweak growth field to ann_growth and added a set_bill_type_growth, for when we can derive a value 2025-08-18 11:13:31 +10:00
b02e03339e Changing a bill (bill_data) now works, as does cancelling cleanly - this is now functional. I have renamed/improved the left-hand-side fields, right-hand-side next - to improve consistency between html and db and bill_data and bill_type 2025-08-14 15:32:09 +10:00
67c855b731 redo the way we do padding to be much more accurate 2025-05-24 16:19:29 +10:00
7b1112eb76 use new /data/ location for finance.db in prod 2025-04-30 13:55:49 +10:00
2809c01d8e updated starting values 2025-04-30 13:00:07 +10:00
3828f849a4 allow the db to persist in /srv/docker/container, if we are in PROD 2025-04-29 15:15:37 +10:00
1f993397b7 updated comment to keep rough ME bank total, so I dont have to look it up 2025-04-29 12:05:51 +10:00
9baa3b4987 only sell shares in the first year if its not in the same financial year, also show original buffer in comparing note 2025-03-20 17:23:48 +11:00
762746a0c1 update comments, including updated version using for inflation 2025-03-04 20:58:47 +11:00
3f7ff98978 updated to support new fields Car_buyout, Car_buyout_date, Ioniq6_future 2025-02-20 15:50:31 +11:00
d0124213fc saving now works, remove exports completely 2025-02-14 16:08:28 +11:00
1272d3a786 comparison now works as required 2025-02-13 21:51:39 +11:00
14de3f1790 change to col-auto everywhere, with some more forcing of width maximums to make the page more consistent, redid defaults to incorporate updated per fortnight lease cost, and updated inflation figure/notes/references. Updated default Living expenses to 84000 to match latest view of data, fixed up compare_to to now work, shows a graph of data to compare with, allows drop-down to be compare_to nothing or a saved set, only 1 hand saved for now. Annotations on graph for large changes in savings now work and are legible - had to allow overlap and do some overly complex left/right up/down offsetting to make them all sensible 2025-02-13 17:12:02 +11:00
65ed02812a converted over to using a class in disp.py that defines data about each variable in the form, and use an array of these objects to format the form in templates/index.html -- provides consistency of bootstrap classes and makes it far easier to move items around columns/rows in the future, e.g. when I resign. Also, now retrieve actual values form comparison set data (still have hardcoded cset_id for now), but also stopped using separate vars for items like CBA/TLS, and buried them into the finance_data 2025-02-12 17:25:23 +11:00
b9b6da1f7a re-vamp of front-end to use less space. Also, first pass at using comparison data from DB, and created a function to find the last comparison value and use that in the table 2025-02-10 16:53:37 +11:00
63467828d3 remember to also update D_leave_owed_in_days 2025-02-06 14:09:23 +11:00
e0c82e8359 updated starting figures based on todays data - for yesterday really 2025-02-06 10:10:31 +11:00
c2886faa30 now allows downloading, defaults include health care and better leave calc. This is probably good enough now, so I have also saved a snapshot/csv of the data 2025-01-31 20:07:40 +11:00
b9f54505cc removed M_* variables that are no longer relevant, cleaned up interface to have columns more ordered, updated default values in DB to be more as accurate as I can make them for now 2025-01-30 16:53:31 +11:00
01d373e731 initial commit of finplan - works, with basic csv dump, need to remove unneeded variables, reformat and improve csv next 2025-01-30 16:23:05 +11:00