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
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
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
4594630b9e
simple visual treatment of key dates
2025-09-11 20:45:34 +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
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
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
3749c01e93
hacky better formatting of Totals
2025-08-30 14:10:56 +10:00
7422321227
call calc_future_totals to pass data onto html so we can show per bill type annual amount in this year
2025-08-30 13:59:29 +10:00
8f69023ffd
format totals per year and based on dates/END_YEAR
2025-08-28 21:19:58 +10:00
6bccfade2b
remove debug
2025-08-22 18:00:15 +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
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
b43b472e4b
support esimated for new_bill - any GUI new bill is not an estimate
2025-08-20 18:07:39 +10:00
c05fa1cc61
clean up / rename derive_bill_data to be process_bill_data
2025-08-18 17:44:16 +10:00
6403ca7775
add support for bill_freq
2025-08-18 11:13:55 +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
cea4cb9ed4
improved when I finish work vs bluring the 12 week payout and changed to using today() instead of now() as I dont need anything but dates
2025-05-09 14:22:59 +10:00
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
d0124213fc
saving now works, remove exports completely
2025-02-14 16:08:28 +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
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
cc46c46f5a
testing by hand comparing last value, seems more useful for now
2025-02-06 14:09:39 +11:00
b7768d767c
first hard-coded version of a compare capability
2025-02-06 10:11:45 +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
