Commit Graph

48 Commits

Author SHA1 Message Date
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
239007d733 dont hide the comments even if they are small amounts, fix the years we pay rego if we lease/buyout car, etc. 2025-03-04 20:57:48 +11:00
a82ff530bd just fixed up buyout needing to get more rego and insurance from nov 25 onward 2025-02-20 22:13:07 +11:00
545c15e276 fair change in calcs to handle switching from fortnightly lease payments while working to monthly when I quit, and allowing for a buyout instead of continuing the lease when I quit - this will be a bit dodgy until we get an accurate buyout figure and its around when I officially leave work / my final payment - so not really sure how all that will land with +12 weeks notice, etc. But, its functional/as accurate as I can make it for now - with a question still as to how many actual extra payments are made after I stop working - I presume its pay forward, so last pay will include 2 weeks of lease paid, but I am not dealing with that overlap 2 weeks / so might be short a $2k payment or even half it - Again, need accurate figures at time of quitting 2025-02-20 17:01:01 +11:00
5fabec0125 decided to move the save / comp buttons to under the summary, just looks better 2025-02-20 16:09:02 +11:00
f52a6ef033 laying ground-work for car leasing to reflect changing to monthly after-tax or even buying out. For now, no actual change in calcs, just prep work 2025-02-20 15:52:14 +11:00
4dbc8216d7 update notes around car leasing now I have phoned sgfleet and better understand options 2025-02-20 15:51:31 +11:00
a12f17d399 update to support new fields: Car_buyout, Car_buyout_date, Ioniq6_future and updated to pass in dynamic opts for drop-downs for sell shares and ioniq6 future 2025-02-20 15:51:07 +11:00
3f7ff98978 updated to support new fields Car_buyout, Car_buyout_date, Ioniq6_future 2025-02-20 15:50:31 +11:00
27f4766f10 allow passing of options into display class to remove hardcoding in html template, to support more than one select/drop-down. Also, made chaning the future for the ioniq6 payouts toggle appropiate buyout/lease vars to be readonly 2025-02-20 15:50:02 +11:00
e67bdb98cd allow passing of options into display class to remove hardcoding in html template, to support more than one select/drop-down 2025-02-20 15:48:39 +11:00
e2351b83f7 made a container for this 2025-02-19 12:14:18 +11:00
852265b820 much simpler annotations spacing, and works better - just use 4 vert levels all left-aligned, not moving x offset every 2nd 2025-02-19 12:13:51 +11:00
8cbff9e2fa correctly show comparison data if the date is changed, not just the value for a comparison set 2025-02-15 21:09:13 +11:00
d6d2b93f42 collapse 000 to k in save name, move comp* alert to under the comp button to make it neater 2025-02-15 20:32:31 +11:00
ffa7e509ed fix up the alert-info width to be width of column its in, rather than hard-code it 2025-02-14 16:45:03 +11:00
7751f29a0f moved to a container, reduced default font size to 80% as it was just too large, updated requirements.txt to support containerisation (added gunicorn), but also removed locked versions 2025-02-14 16:34:16 +11:00
926cee9a6c improved comparison text 2025-02-14 16:20:45 +11:00
d0124213fc saving now works, remove exports completely 2025-02-14 16:08:28 +11:00
1f077341c9 saving now works, remove exports completely 2025-02-14 16:08:17 +11:00
f3bc8d574d added now var to support save dialog naming based on now (YYYY-MM-DD), and removed export functionality. stub for saving data is there 2025-02-14 15:17:39 +11:00
fcff9233cb removed export button, made save button call modal dialog and it calls /save route 2025-02-14 15:16:21 +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
3cf1f1d4de update for clarity on progress of comparison rewrite 2025-02-13 17:09:08 +11:00
ce38b3d1f0 add annotations properly now 2025-02-12 18:06:49 +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
af38b45034 revamp of front-end to ditch lazy table, and use divs / bootstrap better 2025-02-10 17:38:31 +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
9ac3fff5f2 add post-lease car costs 2025-02-07 17:04:43 +11:00
19f422392a more thoughts, particularly around what is hidden in my salary, forgot to post lease car costs for ioniq 2025-02-07 17:04:28 +11:00
0df717c775 temporarily moved csv to a new EXPORTS dir 2025-02-07 16:01:12 +11:00
32b9eae6b0 temporarily moved csv to a new EXPORTS dir 2025-02-07 16:01:03 +11:00
3f007bd69b considering better way to do export and comparions 2025-02-07 16:00:40 +11:00
cc46c46f5a testing by hand comparing last value, seems more useful for now 2025-02-06 14:09:39 +11:00
63467828d3 remember to also update D_leave_owed_in_days 2025-02-06 14:09:23 +11:00
8135ecb473 more thoughts on comparisons and accuracy 2025-02-06 14:09:05 +11:00
a9894c6b58 added thoughts 2025-02-06 10:15:07 +11:00
b7768d767c first hard-coded version of a compare capability 2025-02-06 10:11:45 +11:00
b4ba66eb4d should have ignore this anyway 2025-02-06 10:11:19 +11:00
e0c82e8359 updated starting figures based on todays data - for yesterday really 2025-02-06 10:10:31 +11:00
fa54003f30 added note around compare feature 2025-02-06 10:10:08 +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
ae867d8fac dont double tax my leave, salary is already taxed, so this is probably closer to real - albeit, the after tax average amount vs extra at full 37% tax, its probably a little generous now). 2025-01-30 17:24:20 +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
4b08f8830b added a gitignore 2025-01-30 16:24:01 +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