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v0.1.1 - Fixes and Improvements

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@NimbleEngineer21 NimbleEngineer21 released this 05 Mar 03:17
6091bae

Fixes and improvements for the initial release.

Calculation Fixes

  • Past expense/paycheck double-counting — Paychecks and recurring expenses with start dates before today are no longer counted toward future projections. Past payments are already reflected in your cash balance.

New Features

  • Spouse paycheck support — Add a second income stream in the Setup Wizard and Projections page. Spouse paychecks are included in cash flow projections and monthly savings calculations.
  • Partial liquidation — Set a "Liq %" per asset and retirement account on the Dashboard to model selling only a portion of your holdings.
  • Capital sales on Dashboard — Planned capital sales (vehicles, property) now appear as rows in the Dashboard table.
  • Investments step in Setup Wizard — Optionally add investments during initial setup with automatic ticker detection for stocks, crypto, and other assets.

UI Improvements

  • Ko-fi button alignment — Left padding now matches sidebar nav items.
  • Stale data indicator — The refresh button dot turns amber when prices are more than 30 minutes old. Updates live throughout the session.
  • Sell Date / Purchase Date reordered — Sell Date appears first in the header for a more logical reading order.
  • Import page column spacing — Table cells have proper padding for readability.
  • Dashboard sticky header — Table header stays visible when scrolling.
  • Timeline label overlap — Markers that are close together now stagger labels above and below the track.

Schema

  • Bumps schema from v3 to v6. Existing data is automatically migrated.
  • New users start with an empty platform fee list; fees are auto-populated when importing from known platforms (ComputerShare, Gemini, PayPal, Fidelity).

Tests

  • 441 tests (up from 419), covering cash flow projections, partial liquidation, spouse income, and all schema migrations v3 through v6.