Commit Graph

185 Commits

Author SHA1 Message Date
94f4108a3e add_historical_annotations() 2026-01-17 22:53:08 +11:00
8d2809fdd9 some minor clean-ups and make ANNOT_LIMIT constant, and then adding in historical annotations 2026-01-17 22:52:37 +11:00
2d1dcfffd9 use media to tweak fonts to even smaller when I am on my laptop 2026-01-17 22:51:19 +11:00
3b3c42caab putting this in the repo, so I dont have to reproduce it / jic 2026-01-17 21:20:57 +11:00
b81502e6db removed debug 2026-01-17 19:41:03 +11:00
7494c0ae16 extra clarification on FIRST_YEAR fix needed 2026-01-17 19:40:54 +11:00
e05b2c7b5b Major change: I have added finance_history
* pulled old values of data via restic backups
    * inserted them into a new finance_history table
    * added a finplan user, use of sudo & better ENV (container/production) & wrapper.sh into Dockerfile (like I do for other projects)
    * recalculate the bills / Living Expenses now we have real bills for a year
    * remove tax back for now (need to handle quit date vs. end of financial year better)
    * hard-coded / hacked in 2026 for pay cycle dates / should be dynamic, but not sure I'll work in 2027+
    * refactor front-end to handle 2026 as the current year / its more or less dynamic (via hard-coded FIRST_YEAR) variable - could not use datetime, as it was in late Dec. when I noticed the issue ('next pay' was in 2026, current year was 2025)
    * also added history to graphs, changed formatting to make the history /
    * savings projections to be orannge with circles, but historical is a solid line, future is a dash, also made all lines have lineWidth: 1 for aesthetics
2026-01-17 19:28:24 +11:00
2517f8e9b9 fix up inconsistent use of col-1 and col 2026-01-17 19:27:28 +11:00
3b33390c3e updated ME bank amount in help, but mainly fixed year start being hard-coded to 2025, now works for any year 2025-12-26 11:09:01 +11:00
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
ce20c57d11 added health check, forgot to add template/cset <- allows deletion of comparison sets in earlier commit, and added a new TODO 2025-11-05 01:13:22 +11:00
d4662b9051 update TODO 2025-11-04 11:36:56 +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
4bb336645a have added quick re-estimate button 2025-10-29 22:57:50 +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
bf66e9fa7c redo D_quit logic (tax and when we can sell shares) 2025-10-17 21:20:22 +11:00
5ce614ed28 added note around tax and quitting 2025-10-17 21:19:50 +11:00
b6b396342f fix up annotation bug where we put daily amt, not bill amt in annot 2025-10-05 12:09:21 +11:00
fb2fffea7b noting need to tie bills/finance page items to recalc (change date of quit, need to redo bills future) 2025-10-05 12:08:33 +11:00
252dc23364 make payment annotations show as negatives, use this to make annotations of adding go above graph, and generally payment annotaions below the line. Then switch to have the last few annoations above the graph regardless as we run out of room at that end of the graph 2025-09-16 23:24:19 +10:00
a75db565ee Created tabbed interface for the front page, update the TODO to match 2025-09-16 22:51:23 +10:00
b1614760a6 more thoughts/how to make this more usable longer-term 2025-09-16 12:57:11 +10:00
670a63cfd7 updated TODO, removed old ones, added new around UI changes to have tabbed lower data/graphs 2025-09-16 12:54:16 +10:00
1c112e6f6b move future bills into bills.py, away from calc.py for file content consistency 2025-09-15 22:17:17 +10:00
8274da0ce0 fix up containerfluid to container-fluid, and add some margin for left/right on bills 2025-09-15 22:16:40 +10:00
6618dd16b4 use warning instead of info for consistency 2025-09-11 21:19:25 +10:00
4594630b9e simple visual treatment of key dates 2025-09-11 20:45:34 +10:00
45d173e236 actually nope, not a bug, I cant count :) 2025-09-11 17:55:44 +10:00
5ca99ca1f4 update to note fortnightly pay dates are wrong on year rollover and so I am paying myself a week early at those times 2025-09-11 17:53:56 +10:00
4389045ed5 moved some hard-coded dates to top of calc.py for ease of use in multiple functions, but also just for code readability, they are more like constants than variables. Code now works out key_dates for use in dealing with future bills / next steps 2025-09-11 17:52:28 +10:00
b69ec82510 just made graph taller for now, might one day make it smaller or larger depending on whether we are comparing or not? 2025-09-11 17:50:54 +10:00
2bd39ab24c updated TODO with progress and clarifying next steps 2025-09-11 17:50:19 +10:00
c49520af7a handle simple future bills and their growth all now done 2025-09-05 16:32:16 +10:00
1a56f80cca more clean ups 2025-09-05 16:20:09 +10:00
6ae1023f6e removed debugs, add automatic annotations if bill amount is > $1000, factor in growth for ioniq6*, added debug too 2025-09-05 16:19:53 +10:00
fc1746d749 also update to reflect bill_type_id change to bill_type 2025-09-05 16:19:01 +10:00
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
4b63b8bd44 complete the future bill handling, added new UI to match a need for it, also tighten up other TODO items 2025-09-02 23:03:48 +10:00
a0d9ac45cd remove debug, and handle (by skipping) future dated bills 2025-09-02 23:03:03 +10:00
d80cffa0dd fix up mistaken col-4 for wrong Date header, move from name to bill_type for new/update bill and support future dates by showing future in the text, rather than show an actual input type=date 2025-09-02 23:01:00 +10:00
2459dc6ea1 allow handling creating future bills - for when I quit, and will help with when switch to owning Ioniq 6 2025-09-02 22:59:45 +10:00
95d792e72f added a set of titles when adding new bill / new bill types, allows to toggle date to be when quit or normal date, with normal date we use data, with when quit, we have growth we will use for simple growth and then date(s) can be factored in based on when I quit which is changable in the main financial data 2025-09-02 22:05:16 +10:00
5914f3fdd4 clarifying next TODO 2025-08-31 16:52:33 +10:00
c21bda8da0 the 5 is unnecessary, as the width of 6ch does the sizing anyway 2025-08-31 16:48:40 +10:00
f4490e937a with dark mode, using info instead of primary feels easier on the eye and allows for consistency with graph colours 2025-08-31 16:41:40 +10:00
e373dd0009 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 16:32:18 +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