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SD App — Status

Section titled “SD App — Status”

Last Updated: 2026-03-27

Current Phase

Section titled “Current Phase”

Active track: A1 (FastAPI Backend — deployment next) Last action: A1-Task-1 + A1-Task-2 + A1-Task-3 complete (31/31 API tests passing) Next: A1-Task-4 deployment (Railway + Cloudflare) → A1-Task-5 CI/CD

Track M — Math Library

Section titled “Track M — Math Library”

Phase M1 — Interest-Only: Annual Projections ✅ Complete

Section titled “Phase M1 — Interest-Only: Annual Projections ✅ Complete”
  • Task-1: Canada — VB6 port + golden fixtures + pytest
  • Task-2: US — tax model + golden fixtures + pytest

Phase M2 — Interest-Only: Historical Analysis ✅ Complete

Section titled “Phase M2 — Interest-Only: Historical Analysis ✅ Complete”

(Prerequisite: asset-history project stable)

  • Task-1: Historical analysis, Canada (annual)
  • Task-2: Historical analysis, US (annual)
  • Task-3: Integrate historical return compositions into annual projections (future)

Phase M3 — Term Loans: Annual Projections + Historical ✅ Complete

Section titled “Phase M3 — Term Loans: Annual Projections + Historical ✅ Complete”
  • Task-1: Projections, Canada
  • Task-2: Projections, US
  • Task-3: Historical analysis, Canada (annual)
  • Task-4: Historical analysis, US (annual)

Phase M4 — Monthly Cash Flows ✅ Complete

Section titled “Phase M4 — Monthly Cash Flows ✅ Complete”
  • Task-1: Interest-Only monthly — projections (CA + US) ✅ + historical monthly ✅
  • Task-2: Term Loan monthly — projections (CA + US) ✅ + historical monthly ✅

Phase M5 — Audit Artifacts ⬜

Section titled “Phase M5 — Audit Artifacts ⬜”
  • Task-1: Enhanced first-principles testing
  • Task-2: Cross-validation against other software
  • Task-3: Accuracy audit documentation (partner-ready)

Phase M6 — Structure Upgrades + Future Strategies ⬜

Section titled “Phase M6 — Structure Upgrades + Future Strategies ⬜”
  • Task-1: Account types (taxable, registered, tax-free)
  • Task-2: Additional strategies (Smith Maneuver, LifeCycle, Debt Swap, combos)
  • Task-3: Performance optimization (parallel, Monte Carlo)
  • Task-4: Big Rocks (80/20) analysis tools
  • Task-5: Ikigai-Impact analysis tools

Track A — API Layer

Section titled “Track A — API Layer”

Phase A1 — FastAPI Backend 🟡 Active

Section titled “Phase A1 — FastAPI Backend 🟡 Active”
  • Task-1: Project scaffold (sd-api)
  • Task-2: Interest-only + term loan endpoints (CA + US, annual + monthly)
  • Task-3: Historical data endpoints
  • Task-4: Deployment (Railway + Cloudflare)
  • Task-5: CI/CD pipeline

Phase A2 — Auth + Scale ⬜

Section titled “Phase A2 — Auth + Scale ⬜”
  • Task-1: Auth gate
  • Task-2: CI/CD pipeline

Track U — UI Renderer

Section titled “Track U — UI Renderer”

Phase U1 — SD Snapshot (Demo Teaser) 🟡 Active

Section titled “Phase U1 — SD Snapshot (Demo Teaser) 🟡 Active”
  • Task-1: sd-math Python library + VB6 port
  • Task-2: Golden fixtures (LevPro validation)
  • Task-3: SvelteKit renderers (int-only + term-loan, CA/EN + CA/FR)
  • Task-4: Snapshot normalization ($500/month gross basis)
  • Task-5: Output simplification + “See All” progressive disclosure
  • Task-6: Optional — live API form inputs

Phase U2+ — Deferred ⬜

Section titled “Phase U2+ — Deferred ⬜”

(Planning deferred until math + API tracks are stable)