Changelog
Product updates
Major MVP milestones, sourced from develop branch history, edited for clarity.
Guided product tutorial, now more interactive
Added an in-app 'show me how' walkthrough with live, hands-on previews so users can explore the forecast experience before signing in. Linked from both pre-login home and the dashboard for a smoother first session.
Tutorial previews improved for what-if clarity
Refined the tutorial scenario interactions to make baseline vs. what-if changes clearer immediately while adjusting key inputs.
App UI polish & sensitivity previews
Brand-aligned product chrome, forecast hero insights, milestone chips, and live before/after net worth charts when you adjust sensitivities. Marketing site updates and Meta Pixel for acquisition tracking.
Security & auth hardening
JWT verification, route protection, and safer assumptions/sensitivities persistence across the app and API. Reduces cross-user cache bleed and tightens admin access.
Plaid import refinements
Follow-up fixes on bank connection, transaction review, and mapping imported run-rates into assumptions fields after the initial import flow shipped.
Credit card interest & sensitivities
Credit card penalty balance separated from short-term balance; inflation and related rates wired through sensitivities consistently in the engine.
Multi-state taxes & digital wallet modeling
Expanded beyond Massachusetts-only state tax logic and added digital-wallet cash-flow modeling in the engine. Part of broadening the model for more U.S. households.
Loan accounting overhaul
Student, personal, and medical loans now share consistent T-accounting: interest on the income statement, principal-only cash flows, and correct handling during payment deferment.
Vehicle modeling in the forecast
Cars support outright purchase, loan, balloon, and lease, with asset, liability, accrual expense, and cash burden arrays wired into the lifelong model and weekly overlays.
Bank import into assumptions
Plaid data can flow from linked accounts into wizard fields (income, utilities, medical, education, and more). Review UX supports multiple banks and income run-rate options.
Plaid categories → weekly overlays
Transaction categories map to forecast line items so actual spending and income can align with the model’s weekly overlay structure.
Actuals overlay (hybrid forecast)
First version of comparing bank actuals to the projection, the foundation for weekly plan-vs-reality tracking in the dashboard.
Plaid bank linking (production path)
End-to-end Plaid Link, secure token storage on AWS, and transaction sync into the app, replacing manual-only assumptions entry.
Plaid proof of concept
Initial bank connection spike validated Link, API wiring, and the path from transactions to user assumptions.
Core forecast engine & assumptions wizard
Lifelong cash-flow model (Python on AWS Lambda) paired with the eight-step assumptions wizard, goal feasibility search, dashboard charts, and sensitivity controls. MVP baseline for friends-and-family testing.
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