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finplan/TODO
2025-08-31 16:52:33 +10:00

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UI:
For bills:
* estimate future bills/growth:
[DONE] - calculate pragmatic min/avg/max/simple
- need to handle future only bills (like health insurance which only kicks in when I quit)
- could work by guessing start dates of bills for now (hack); OR
- we put some smarts in so they future bills have a base and kick in the date I quit
- remove bills from Living_Expenses (carefully - but by hand)
- fold future bills into calc so they are taken out in a more time and growth appropriate way
- inflation can then be put to a more realistic quarterly figure
* might need to be able to mark a specific bill as an outlier - so we ignore the data somehow (think Gas is messing with my bills)
LONGER/HARDER:
* need to work out 'first bill' and 'last bill' to auto-fill missing bills based on
-- all missing bills follow varying growth models & its by choice -- therefore I need this in DB
- ANN: flat, min, avg, max, manual
- QTR: flat, qtrly seasonal: min/avg/max/manual, qtrly simple: min/avg/max/manual, annual: min/avg/max/manual
- MON: flat, monthly: min/avg/max/manual, annual: min/avg/max/manual
-- use this logic to add missing bills (date):
-- ANN: missing annual bill, find date based on MM-DD and add new year - given we start with first_bill anyway, will only be used for future bill predictions
-- QTR: missing quarterly bill, find date based on MM-DD and ??? - can have missing bilsl in first year
-- MON: missing monthly bills, find date based on DD and put in each missing month
-- use this logic to add missing bills (amount):
-- ANN: future only, so add ann_growth (based on drop-down) for each future year
-- QTR: add growth (based on drop-down) for each future year
-- MON: add growth (based on drop-down) for each future year
MUCH LONGER/HARDER:
potentially for each bill_type, there are unique extras - e.g. THIS feels too hard:
water has 2 fixed charges (water & sewerage) and then a consumption charge (per ML)
elec has 1 fixe charge (daily) and then consumption (per kwh) BUT, also daily solar rate
gas has fixed charge and consumption
internet, kayo is monthly fixed (but can go up sometimes)
eweka is annual fixed
phone is messier again.