Release 0.5.7
v0.5.7Simplified internal account naming, enhanced reporting and validation, support for multiple pillar 3a accounts.
Core
- Internal: Simplified account naming by introducing namespaces, resulting in clearer and more intuitive account names. Account format is now “TYPE PERSON ACCOUNT” (e.g., “pillar3a X VIAC”); defaults to “DEFAULT” for accounts and “JOINT” for person if not specified.
- Merged internal structures for pillar2 (account and deposit), pillar 3a (account and deposit), and pillar 3b, and parametrized by account type to improve maintainability and extendability.
- Created dedicated commands PILLAR3B_ACCOUNT, PILLAR3B_CONTRIBUTION, and PILLAR3B_PAYOUT using genericAccount (similarly to pillar2 and pillar3); pillar3b is now included in the completeness map and accounts are closed automatically upon reaching age 65, increasing code consistency and reliability.
- Added support for multiple pillar 3a accounts per person and contributions of any amount, not just “max”, providing greater flexibility for users.
Input
- Validation for percentages added for increased input reliability.
- Improved validation for account names: better error messages and smarter use of namespaces to prevent hard-to-understand account names.
- Made account name extraction more lenient and case insensitive, making the input process more forgiving and user-friendly.
Reporting
- Reworked reporting to parse results into an internal structure, simplifying manipulation and enabling further reporting extensions.
- Improved reporting: added liquidity, revenue, and expenses charts, explicit retirement date, explanatory texts, more user-friendly coloring, in-data labels for relevant events, and improved sorting in expenses and revenue sections.
- Improved consistency of wording for pillar entries in FR and EN, creating more professional and clear reports.