admGitAICDS f22b0a3f27 Uebersicht der offenen Punkte statt Assistent, Bestaetigung je Phasenzelle ...

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

2026-08-16 15:02:15 +02:00

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20260708171600_init

Initial commit: FPT Financial Planning Tool

2026-07-08 19:19:39 +02:00

20260709010000_add_transition_automation

Automate transition: carried-over securities auto-appear in next phase, sale proceeds tracked as incoming capital with allocation status indicators

2026-07-08 20:20:20 +02:00

20260709120000_rework_realestate

Rework real estate model: purchase price + mortgage + amortization only, no appreciation; amortization counts against savings quota; sale price/tax entered at transition time with correct mortgage payoff; carry over income/expenses to new phases

2026-07-08 21:35:10 +02:00

20260711090000_multi_user

Major rework: multi-user accounts (register/login, per-user data isolation), new layout with sidebar/dashboard/profile menu, matrix phase view with collapsible category columns, life timeline with ages per phase, live budget capping, collapsible transitions, mobile support

2026-07-11 17:31:18 +02:00

20260713100000_element_model_rework

Rework core model: financial elements as plan-wide entities across phases; derived phase types (Erwerb/Pension/Misch) with retirement-capped durations and per-plan retirement age; AHV (gap years + couple ceiling), PK payout/annuity, 3a, real estate, other assets/debts; horizontal timeline with retirement markers; phase x element matrix with detail panel; savings/consumption quota + available-capital key figures with red status

2026-07-13 07:55:58 +02:00

20260713150000_profile_to_plan_v3

V3: 3 Farbschemata, Grundprofil auf Plan-Ebene, Erstellungs-Popups, integer-Zahlenfelder mit Beschleunigungs-Spinner, Carry-Forward des Zielwerts, gefuehrter Uebergang

2026-07-13 14:49:42 +02:00

20260714120000_person_name

Personen koennen einen Namen bekommen (Plan-Einstellungen)

2026-07-14 08:32:19 +02:00

20260715120000_plan_initial_cash

Cash-Anfangswert (erste Lebensphase) editierbar

2026-07-15 12:48:02 +02:00

20260716210000_drop_phase_inflation_rate

Drei Berechnungs-Fixes: Phaseninflation, Tilgungsraten, Vorbezugssteuer

2026-07-16 22:22:34 +02:00

20260716230000_phase_cash_transition

Einmalige Sonderein-/ausgaben am Cash-Uebergang (Roadmap Nr. 1)

2026-07-17 08:14:44 +02:00

20260718090000_plan_scenario_hierarchy

Szenario-Hierarchie: Plan als Behaelter, Diff-Markierung (V6)

2026-07-18 09:51:44 +02:00

20260718140000_scenario_start_year

UI-Umbau: Analyse-Bereich, Planstart, Zeitachse mit Phasen

2026-07-18 13:40:31 +02:00

20260719210000_scenario_versioning

Versionierung und Aenderungshistorie je Szenario

2026-07-19 22:09:10 +02:00

20260720090000_actuals

Effektive Werte: Plan-Ist-Vergleich (Roadmap 5)

2026-07-20 20:35:07 +02:00

20260720140000_plan_level_profile

V7: Haushalt auf Plan-Ebene, Annahmen bleiben am Szenario

2026-07-20 21:53:12 +02:00

20260720160000_saved_analyses

Navigation auf Plan-Ebene und gespeicherte Analysen (Roadmap-Redesign)

2026-07-20 22:21:02 +02:00

20260721090000_reports

PDF-Berichte (Roadmap 11)

2026-07-21 08:30:18 +02:00

20260724120000_version_zero_start

Modul-Review 3: Struktur, Dashboard, CSV-Export und Grafiken

2026-07-25 12:16:07 +02:00

20260726090000_retirement_decision

Pensionierung: Entscheid ans Element, AHV-Vorbezug/Aufschub, PK-Kapitalquote

2026-07-26 13:18:38 +02:00

20260726140000_base_data_and_assistant

Fundament: Element-Stammdaten, Fixpunkte, Horizont in Jahren, PK-Bezugsalter

2026-07-26 22:06:04 +02:00

20260816120000_horizon_derived

Assistent auf zwei Schritte, Pensionsalter fix 65, Horizont abgeleitet

2026-08-16 12:18:56 +02:00

20260816150000_review_state

Uebersicht der offenen Punkte statt Assistent, Bestaetigung je Phasenzelle

2026-08-16 15:02:15 +02:00

migration_lock.toml

Initial commit: FPT Financial Planning Tool

2026-07-08 19:19:39 +02:00