@retiregolden/planner-ui 0.1.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (298) hide show
  1. package/LICENSE +661 -0
  2. package/README.md +181 -0
  3. package/package.json +77 -0
  4. package/src/App.tsx +246 -0
  5. package/src/RouteErrorBoundary.tsx +45 -0
  6. package/src/assets/hero.png +0 -0
  7. package/src/assets/react.svg +1 -0
  8. package/src/assets/vite.svg +1 -0
  9. package/src/data/fedInvestClient.ts +113 -0
  10. package/src/data/localStore.ts +42 -0
  11. package/src/data/planOrigin.ts +24 -0
  12. package/src/data/planStore.ts +165 -0
  13. package/src/data/v2Backup.ts +101 -0
  14. package/src/import/ImportPage.tsx +347 -0
  15. package/src/import/ReviewChecklistView.tsx +38 -0
  16. package/src/import/brokerCsv.ts +395 -0
  17. package/src/import/csv.ts +133 -0
  18. package/src/import/genericCsv.ts +224 -0
  19. package/src/import/projectionLab.ts +350 -0
  20. package/src/import/reviewChecklist.ts +33 -0
  21. package/src/import/tenForty.ts +275 -0
  22. package/src/index.css +630 -0
  23. package/src/index.ts +16 -0
  24. package/src/learn/ArticleBody.tsx +78 -0
  25. package/src/learn/ArticlePage.tsx +57 -0
  26. package/src/learn/GlossaryPage.tsx +33 -0
  27. package/src/learn/LearnAboutScreen.tsx +41 -0
  28. package/src/learn/LearnCards.tsx +41 -0
  29. package/src/learn/LearnLink.tsx +91 -0
  30. package/src/learn/LearningCenterPage.tsx +114 -0
  31. package/src/learn/SourcesPage.tsx +98 -0
  32. package/src/learn/components/ArticleFigure.tsx +34 -0
  33. package/src/learn/components/ArticleShell.tsx +86 -0
  34. package/src/learn/components/ComparisonTable.tsx +42 -0
  35. package/src/learn/components/FormulaBlock.tsx +34 -0
  36. package/src/learn/components/PurchasingPowerChart.tsx +41 -0
  37. package/src/learn/components/RelatedArticles.tsx +27 -0
  38. package/src/learn/components/ScenarioCard.tsx +24 -0
  39. package/src/learn/components/SourceList.tsx +23 -0
  40. package/src/learn/components/charts.tsx +21 -0
  41. package/src/learn/content/about-retiregolden.ts +100 -0
  42. package/src/learn/content/aca-premium-tax-credits-and-magi.ts +103 -0
  43. package/src/learn/content/account-types-overview.ts +106 -0
  44. package/src/learn/content/after-tax-estate.ts +111 -0
  45. package/src/learn/content/agi-magi-and-taxable-income.ts +112 -0
  46. package/src/learn/content/appealing-irmaa-ssa-44.ts +95 -0
  47. package/src/learn/content/assumption-general-inflation.ts +82 -0
  48. package/src/learn/content/assumption-healthcare-inflation.ts +85 -0
  49. package/src/learn/content/assumption-heir-tax-rate.ts +79 -0
  50. package/src/learn/content/assumption-investment-returns.ts +90 -0
  51. package/src/learn/content/assumption-longevity-planning-age.ts +78 -0
  52. package/src/learn/content/assumption-recent-magi.ts +83 -0
  53. package/src/learn/content/assumption-social-security-cola.ts +89 -0
  54. package/src/learn/content/assumption-social-security-trust-fund.ts +83 -0
  55. package/src/learn/content/assumption-state-tax-override.ts +79 -0
  56. package/src/learn/content/beneficiaries-and-account-titling.ts +99 -0
  57. package/src/learn/content/break-even-useful-lens.ts +94 -0
  58. package/src/learn/content/building-a-retirement-spending-budget.ts +100 -0
  59. package/src/learn/content/cola-and-inflation-protection.ts +102 -0
  60. package/src/learn/content/divorced-spousal-and-survivor-records.ts +104 -0
  61. package/src/learn/content/dynamic-spending-guardrails.ts +90 -0
  62. package/src/learn/content/earnings-test-before-fra.ts +100 -0
  63. package/src/learn/content/employer-match-and-contribution-order.ts +104 -0
  64. package/src/learn/content/examplePlanArticles.ts +525 -0
  65. package/src/learn/content/fees-expense-ratios-and-compounding-drag.ts +98 -0
  66. package/src/learn/content/fi-number-and-four-percent-rule.ts +64 -0
  67. package/src/learn/content/filling-a-tax-bracket-with-roth-conversions.ts +98 -0
  68. package/src/learn/content/funded-ratio.ts +70 -0
  69. package/src/learn/content/healthcare-after-65.ts +103 -0
  70. package/src/learn/content/healthcare-before-65.ts +104 -0
  71. package/src/learn/content/historical-vs-random-return-models.ts +101 -0
  72. package/src/learn/content/how-assumptions-change-the-answer.ts +105 -0
  73. package/src/learn/content/how-much-can-i-spend.ts +105 -0
  74. package/src/learn/content/how-social-security-is-taxed.ts +95 -0
  75. package/src/learn/content/how-the-optimizer-thinks.ts +102 -0
  76. package/src/learn/content/how-the-optimizer-values-after-tax-estate.ts +97 -0
  77. package/src/learn/content/how-to-model-accumulation.ts +67 -0
  78. package/src/learn/content/how-to-read-a-retirement-projection.ts +115 -0
  79. package/src/learn/content/hsas-and-qualified-medical-expenses.ts +108 -0
  80. package/src/learn/content/hsas-as-retirement-accounts.ts +101 -0
  81. package/src/learn/content/inflation-risk.ts +98 -0
  82. package/src/learn/content/inherited-ira-10-year-rule.ts +105 -0
  83. package/src/learn/content/insurance-in-your-retirement-plan.ts +103 -0
  84. package/src/learn/content/irmaa-two-year-lookback.ts +99 -0
  85. package/src/learn/content/long-term-care-costs-and-insurance.ts +103 -0
  86. package/src/learn/content/long-term-care-insurance-as-risk-transfer.ts +98 -0
  87. package/src/learn/content/longevity-risk.ts +99 -0
  88. package/src/learn/content/marginal-vs-effective-tax-rate.ts +98 -0
  89. package/src/learn/content/medicare-part-b-vs-part-d-irmaa.ts +102 -0
  90. package/src/learn/content/mortality-weighted-social-security.ts +113 -0
  91. package/src/learn/content/moving-to-retiregolden.ts +86 -0
  92. package/src/learn/content/niit-high-income-investment-tax.ts +98 -0
  93. package/src/learn/content/ordinary-income-vs-capital-gains.ts +103 -0
  94. package/src/learn/content/paying-conversion-taxes-taxable-vs-ira.ts +102 -0
  95. package/src/learn/content/pensions-and-annuities.ts +101 -0
  96. package/src/learn/content/permanent-life-insurance-in-a-plan.ts +106 -0
  97. package/src/learn/content/pia-aime-and-bend-points.ts +103 -0
  98. package/src/learn/content/planner-overview.ts +106 -0
  99. package/src/learn/content/planning-for-couples-and-survivor-years.ts +108 -0
  100. package/src/learn/content/privacy-what-stays-in-your-browser.ts +99 -0
  101. package/src/learn/content/qcds-qualified-charitable-distributions.ts +101 -0
  102. package/src/learn/content/reading-the-results-page.ts +96 -0
  103. package/src/learn/content/reading-the-social-security-analysis-page.ts +106 -0
  104. package/src/learn/content/real-estate-home-equity-and-debt.ts +100 -0
  105. package/src/learn/content/reports-csv-exports-and-sharing.ts +101 -0
  106. package/src/learn/content/risk-based-guardrails.ts +100 -0
  107. package/src/learn/content/rmds-required-minimum-distributions.ts +100 -0
  108. package/src/learn/content/roth-conversion-basics.ts +104 -0
  109. package/src/learn/content/rsus-and-espp.ts +101 -0
  110. package/src/learn/content/rule-of-55-and-72t.ts +107 -0
  111. package/src/learn/content/savings-rate-biggest-lever.ts +66 -0
  112. package/src/learn/content/seed-your-plan-from-your-tax-return.ts +93 -0
  113. package/src/learn/content/sensitivity-testing-what-changes-the-answer.ts +104 -0
  114. package/src/learn/content/sequence-of-returns-risk.ts +98 -0
  115. package/src/learn/content/social-security-bridge.ts +67 -0
  116. package/src/learn/content/social-security-claiming-age-basics.ts +113 -0
  117. package/src/learn/content/social-security-taxes-vs-benefits.ts +76 -0
  118. package/src/learn/content/spending-profiles-and-the-retirement-smile.ts +92 -0
  119. package/src/learn/content/spousal-and-survivor-benefits.ts +120 -0
  120. package/src/learn/content/ssdi-and-retirement-planning.ts +72 -0
  121. package/src/learn/content/standard-deduction-senior-deduction-and-itemizing.ts +97 -0
  122. package/src/learn/content/state-income-taxes-in-retirement.ts +97 -0
  123. package/src/learn/content/step-up-in-basis.ts +102 -0
  124. package/src/learn/content/survivor-planning-for-couples.ts +110 -0
  125. package/src/learn/content/survivor-spending-in-couple-plans.ts +98 -0
  126. package/src/learn/content/tax-cliffs-and-bracket-edges.ts +105 -0
  127. package/src/learn/content/tax-loss-and-gain-harvesting.ts +99 -0
  128. package/src/learn/content/taxable-brokerage-basis-and-capital-gains.ts +99 -0
  129. package/src/learn/content/three-big-questions-spending-time-risk.ts +103 -0
  130. package/src/learn/content/tips-ladders.ts +92 -0
  131. package/src/learn/content/todays-dollars-vs-future-dollars.ts +107 -0
  132. package/src/learn/content/traditional-vs-roth-contributions.ts +113 -0
  133. package/src/learn/content/troubleshooting-surprising-results.ts +105 -0
  134. package/src/learn/content/trust-fund-haircut-scenarios.ts +101 -0
  135. package/src/learn/content/understanding-monte-carlo-success-rate.ts +118 -0
  136. package/src/learn/content/understanding-your-plan-assumptions.ts +134 -0
  137. package/src/learn/content/using-assumptions-and-provenance.ts +98 -0
  138. package/src/learn/content/using-scenarios-to-compare-choices.ts +99 -0
  139. package/src/learn/content/what-changes-when-you-move-states.ts +141 -0
  140. package/src/learn/content/what-is-fire.ts +65 -0
  141. package/src/learn/content/what-monte-carlo-proves.ts +98 -0
  142. package/src/learn/content/what-retiregolden-models.ts +103 -0
  143. package/src/learn/content/what-retirement-healthcare-really-costs.ts +117 -0
  144. package/src/learn/content/why-95-percent-is-not-a-guarantee.ts +98 -0
  145. package/src/learn/content/why-roth-conversions-raise-other-costs.ts +106 -0
  146. package/src/learn/content/why-small-tax-cliffs-can-matter.ts +109 -0
  147. package/src/learn/content/widows-penalty-and-survivor-brackets.ts +106 -0
  148. package/src/learn/content/withdrawal-order-basics.ts +105 -0
  149. package/src/learn/glossary.ts +191 -0
  150. package/src/learn/inlineMarkdown.tsx +54 -0
  151. package/src/learn/learn.css +537 -0
  152. package/src/learn/learningRegistry.ts +502 -0
  153. package/src/longevity/LongevityResults.tsx +85 -0
  154. package/src/longevity/LongevityWizard.tsx +305 -0
  155. package/src/longevity/constants.ts +15 -0
  156. package/src/longevity/factors.ts +125 -0
  157. package/src/longevity/model.ts +31 -0
  158. package/src/longevity/persistedGuard.ts +129 -0
  159. package/src/longevity/storage.ts +40 -0
  160. package/src/mc/messages.ts +118 -0
  161. package/src/mc/monteCarlo.worker.ts +44 -0
  162. package/src/mc/pool.ts +267 -0
  163. package/src/mc/runRequest.ts +125 -0
  164. package/src/optimize/messages.ts +84 -0
  165. package/src/optimize/optimize.worker.ts +29 -0
  166. package/src/optimize/runOptimize.ts +92 -0
  167. package/src/optimize/runSpendingSolve.ts +47 -0
  168. package/src/optimize/runner.ts +21 -0
  169. package/src/optimize/spendingMessages.ts +44 -0
  170. package/src/optimize/spendingRunner.ts +21 -0
  171. package/src/optimize/spendingSolve.worker.ts +18 -0
  172. package/src/planner/AssumptionsCardPage.tsx +136 -0
  173. package/src/planner/BucketLensCard.tsx +114 -0
  174. package/src/planner/ComparePlansPage.tsx +219 -0
  175. package/src/planner/DisclaimerPage.tsx +88 -0
  176. package/src/planner/HowTestedPage.tsx +159 -0
  177. package/src/planner/LiveStatus.tsx +15 -0
  178. package/src/planner/LongevityModal.tsx +55 -0
  179. package/src/planner/Modal.tsx +97 -0
  180. package/src/planner/MonteCarloPage.tsx +907 -0
  181. package/src/planner/OptimizePage.tsx +611 -0
  182. package/src/planner/PlanContext.tsx +198 -0
  183. package/src/planner/PlanPickerPage.tsx +124 -0
  184. package/src/planner/PlanWorkspace.tsx +290 -0
  185. package/src/planner/ProvenancePanel.tsx +45 -0
  186. package/src/planner/RelocationComparePage.tsx +485 -0
  187. package/src/planner/ReportPage.tsx +375 -0
  188. package/src/planner/ResultsPage.tsx +817 -0
  189. package/src/planner/ScenariosPage.tsx +285 -0
  190. package/src/planner/SocialSecuritySection.tsx +556 -0
  191. package/src/planner/SpendingSolverPage.tsx +512 -0
  192. package/src/planner/SsAnalysisPage.tsx +1134 -0
  193. package/src/planner/SurvivalPercentileModal.tsx +161 -0
  194. package/src/planner/SurvivorTransitionPage.tsx +286 -0
  195. package/src/planner/assumptionsExport.ts +371 -0
  196. package/src/planner/bucketLens.ts +89 -0
  197. package/src/planner/chartFrame.ts +8 -0
  198. package/src/planner/chartStyle.ts +11 -0
  199. package/src/planner/dialogViews.tsx +184 -0
  200. package/src/planner/dialogs.tsx +133 -0
  201. package/src/planner/examples/ExampleLibrary.tsx +189 -0
  202. package/src/planner/examples/ExamplePreviewBanner.tsx +55 -0
  203. package/src/planner/examples/ExamplesPage.tsx +25 -0
  204. package/src/planner/examples/OpenExampleButton.tsx +61 -0
  205. package/src/planner/examples/buildAggressiveSaver.ts +102 -0
  206. package/src/planner/examples/buildAnnuityEstate.ts +137 -0
  207. package/src/planner/examples/buildBaristaFire.ts +115 -0
  208. package/src/planner/examples/buildBracketFillRoth.ts +65 -0
  209. package/src/planner/examples/buildBridgeEarlyRetirement.ts +94 -0
  210. package/src/planner/examples/buildBrokerageNoHsa.ts +109 -0
  211. package/src/planner/examples/buildCoastFire.ts +88 -0
  212. package/src/planner/examples/buildContext.ts +20 -0
  213. package/src/planner/examples/buildEarlyCareerMatch.ts +93 -0
  214. package/src/planner/examples/buildEarlyRetireeAca.ts +61 -0
  215. package/src/planner/examples/buildExampleCouple.ts +103 -0
  216. package/src/planner/examples/buildFixedTargetSpending.ts +74 -0
  217. package/src/planner/examples/buildGlidepathAllocation.ts +131 -0
  218. package/src/planner/examples/buildGuardrailsFlex.ts +120 -0
  219. package/src/planner/examples/buildHsaPropertyDepth.ts +109 -0
  220. package/src/planner/examples/buildHsaStealthRetirement.ts +97 -0
  221. package/src/planner/examples/buildLeanFatFire.ts +109 -0
  222. package/src/planner/examples/buildLtcShock.ts +62 -0
  223. package/src/planner/examples/buildMovingStateTax.ts +53 -0
  224. package/src/planner/examples/buildNoAnnuityBrokerage.ts +92 -0
  225. package/src/planner/examples/buildRmdIrmaa.ts +55 -0
  226. package/src/planner/examples/buildSalaryGrowthEscalation.ts +96 -0
  227. package/src/planner/examples/buildStaticAllocationControl.ts +96 -0
  228. package/src/planner/examples/buildSurvivorYears.ts +62 -0
  229. package/src/planner/examples/buildUnderSavedSingle.ts +51 -0
  230. package/src/planner/examples/exampleCopy.ts +23 -0
  231. package/src/planner/examples/loadExample.ts +90 -0
  232. package/src/planner/examples/registry.ts +313 -0
  233. package/src/planner/explainPanels.tsx +233 -0
  234. package/src/planner/fields.tsx +381 -0
  235. package/src/planner/format.ts +33 -0
  236. package/src/planner/home/DataAndPrivacyCard.tsx +56 -0
  237. package/src/planner/home/GettingStartedPaths.tsx +46 -0
  238. package/src/planner/home/GettingStartedReopener.tsx +32 -0
  239. package/src/planner/home/StartHereLinks.tsx +22 -0
  240. package/src/planner/home/WelcomeHero.tsx +39 -0
  241. package/src/planner/home/YourPlans.tsx +72 -0
  242. package/src/planner/home/importErrorMessage.ts +22 -0
  243. package/src/planner/home/startHereSlugs.ts +7 -0
  244. package/src/planner/home/useHomeData.ts +190 -0
  245. package/src/planner/home/useHomeMode.ts +47 -0
  246. package/src/planner/householdActions.ts +22 -0
  247. package/src/planner/insights/InsightCardView.tsx +340 -0
  248. package/src/planner/insights/InsightsPage.tsx +204 -0
  249. package/src/planner/insights/categoryLabels.ts +11 -0
  250. package/src/planner/learnLinks.ts +85 -0
  251. package/src/planner/marketModelPicker.ts +172 -0
  252. package/src/planner/optimizePageChart.ts +40 -0
  253. package/src/planner/optimizePageClaim.ts +64 -0
  254. package/src/planner/planCompleteness.ts +27 -0
  255. package/src/planner/planContextCore.ts +26 -0
  256. package/src/planner/planner.css +2304 -0
  257. package/src/planner/provenanceLinks.ts +25 -0
  258. package/src/planner/sections/AccountFields.tsx +872 -0
  259. package/src/planner/sections/AccountsSection.tsx +89 -0
  260. package/src/planner/sections/AllocationPanel.tsx +261 -0
  261. package/src/planner/sections/AssumptionsSection.tsx +256 -0
  262. package/src/planner/sections/HouseholdSection.tsx +243 -0
  263. package/src/planner/sections/IncomeFloorSection.tsx +418 -0
  264. package/src/planner/sections/IncomeSection.tsx +170 -0
  265. package/src/planner/sections/InsuranceSection.tsx +362 -0
  266. package/src/planner/sections/SpendingSection.tsx +904 -0
  267. package/src/planner/sections/StrategySection.tsx +349 -0
  268. package/src/planner/sections/UpdateBalancesPanel.tsx +182 -0
  269. package/src/planner/sections/sectionHelpers.ts +48 -0
  270. package/src/planner/sections/shared.tsx +15 -0
  271. package/src/planner/sections.tsx +15 -0
  272. package/src/planner/ssAnalysis.ts +325 -0
  273. package/src/planner/successBand.ts +20 -0
  274. package/src/planner/survivorAnalysis.ts +277 -0
  275. package/src/planner/usStates.ts +19 -0
  276. package/src/planner/useMcSuccessRate.ts +77 -0
  277. package/src/planner/useProjection.ts +63 -0
  278. package/src/relocation/messages.ts +21 -0
  279. package/src/relocation/relocation.worker.ts +18 -0
  280. package/src/relocation/runRelocation.ts +17 -0
  281. package/src/relocation/runner.ts +22 -0
  282. package/src/report/brandingContext.ts +15 -0
  283. package/src/report/downloadReport.ts +34 -0
  284. package/src/report/reportHtml.ts +547 -0
  285. package/src/routes/LearnRoutes.tsx +46 -0
  286. package/src/routes/PlanRoutes.tsx +55 -0
  287. package/src/routes/RouteFallback.tsx +9 -0
  288. package/src/socialSecurity/breakEven.ts +107 -0
  289. package/src/socialSecurity/expectedPv.ts +164 -0
  290. package/src/socialSecurity/explain.ts +92 -0
  291. package/src/socialSecurity/ficaReturn.ts +81 -0
  292. package/src/socialSecurity/persistedSsGuard.ts +138 -0
  293. package/src/socialSecurity/ssFormUtils.ts +48 -0
  294. package/src/socialSecurity/ssaStatementXml.ts +156 -0
  295. package/src/socialSecurity/storage.ts +69 -0
  296. package/src/socialSecurity/survivorSwitching.ts +153 -0
  297. package/src/testSupport/samplePlan.ts +2 -0
  298. package/src/workers/run.ts +45 -0
package/src/index.css ADDED
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+ :root {
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+ --bg: #f4f6f8;
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+ --surface-1: #ffffff;
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+ --surface-2: #eef1f4;
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+ /* Gold rebrand (2026-07): 5.6:1 against white (--accent-fg), so white-on-accent
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+ primary buttons and accent-on-light text meet WCAG AA 4.5:1. */
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+ --accent: #84620f;
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+ --accent-soft: #D9A521;
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+ --accent-fg: #ffffff;
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+ --surface-2, a hair under WCAG AA. Guarded by tokenContrast.test.ts. */
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+ --good: #157a3a;
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+ --chart-2: #6366f1;
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+ /* Green, not amber: the gold rebrand made --chart-1 gold, and amber was
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+ indistinguishable from it in 1-vs-3 pairings (Income vs Spending,
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+ Traditional vs Taxable). Green is maximally distinct from gold. */
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+ --chart-3: #0C8F66;
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+ --chart-4: #db2777;
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+ --chart-5: #64748b;
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+ --chart-6: #7c3aed;
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+ font-family: system-ui, 'Segoe UI', Roboto, sans-serif;
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+ line-height: 1.5;
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+ }
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+
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+ :root[data-theme='light'] {
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+ color-scheme: light;
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+ }
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+
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+ :root[data-theme='dark'] {
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+ color-scheme: dark;
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+ --bg: #0e1116;
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+ --fg: #eef1f4;
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+ --muted: #97a1ad;
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+ --border: #283038;
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+ --surface-1: #161b22;
47
+ --surface-2: #1d242d;
48
+ --accent: #E3B341;
49
+ --accent-soft: #F0C75E;
50
+ --accent-fg: #241a03;
51
+ --good: #4ade80;
52
+ --warn: #fbbf24;
53
+ --bad: #f87171;
54
+ --chart-1: #E3B341;
55
+ --chart-2: #818cf8;
56
+ --chart-3: #34D399;
57
+ --chart-4: #f472b6;
58
+ --chart-5: #94a3b8;
59
+ --chart-6: #a78bfa;
60
+ --chart-7: #22d3ee;
61
+ --chart-8: #f87171;
62
+ --shadow-card: 0 1px 2px rgb(0 0 0 / 0.4), 0 2px 8px rgb(0 0 0 / 0.3);
63
+ }
64
+
65
+ @media (prefers-color-scheme: dark) {
66
+ :root:not([data-theme='light']) {
67
+ color-scheme: dark;
68
+ --bg: #0e1116;
69
+ --fg: #eef1f4;
70
+ --muted: #97a1ad;
71
+ --border: #283038;
72
+ --surface-1: #161b22;
73
+ --surface-2: #1d242d;
74
+ --accent: #E3B341;
75
+ --accent-soft: #F0C75E;
76
+ --accent-fg: #241a03;
77
+ --good: #4ade80;
78
+ --warn: #fbbf24;
79
+ --bad: #f87171;
80
+ --chart-1: #E3B341;
81
+ --chart-2: #818cf8;
82
+ --chart-3: #34D399;
83
+ --chart-4: #f472b6;
84
+ --chart-5: #94a3b8;
85
+ --chart-6: #a78bfa;
86
+ --chart-7: #22d3ee;
87
+ --chart-8: #f87171;
88
+ --shadow-card: 0 1px 2px rgb(0 0 0 / 0.4), 0 2px 8px rgb(0 0 0 / 0.3);
89
+ }
90
+ }
91
+
92
+ * {
93
+ box-sizing: border-box;
94
+ }
95
+
96
+ body {
97
+ margin: 0;
98
+ min-height: 100vh;
99
+ background: var(--bg);
100
+ color: var(--fg);
101
+ }
102
+
103
+ code {
104
+ font-size: 0.95em;
105
+ padding: 0.1em 0.35em;
106
+ border-radius: 4px;
107
+ background: color-mix(in srgb, var(--fg) 8%, transparent);
108
+ }
109
+
110
+ /* Content links: one vocabulary. Without this, prose links render the
111
+ browser-default blue with purple :visited against the app's accent system —
112
+ including on the highest-stakes rescue links ("See what would change this").
113
+ :where() keeps specificity at zero, so every class-styled anchor (.btn,
114
+ .nav-link, .rail-link, .skip-link, .kpi-value-link, …) still wins via its
115
+ own rule while the UA default (blue/purple) always loses. */
116
+ :where(a) {
117
+ color: var(--accent);
118
+ text-decoration-thickness: 1px;
119
+ text-underline-offset: 2px;
120
+ }
121
+
122
+ :where(a:visited) {
123
+ color: var(--accent);
124
+ }
125
+
126
+ :where(a:hover) {
127
+ color: color-mix(in srgb, var(--accent) 75%, var(--fg));
128
+ }
129
+
130
+ .app-shell {
131
+ max-width: 52rem;
132
+ margin: 0 auto;
133
+ padding: 0 1.25rem 3rem;
134
+ }
135
+
136
+ /* The landing/plan-picker route holds little content, so the full 80rem workspace
137
+ width leaves it looking sparse and left-weighted. A tighter shell keeps the
138
+ header and content aligned on both edges and reads as a focused column.
139
+ The compound selector outranks .planner-shell regardless of stylesheet order. */
140
+ .app-shell.app-shell--landing {
141
+ max-width: 60rem;
142
+ }
143
+
144
+ .app-header {
145
+ display: flex;
146
+ flex-wrap: wrap;
147
+ align-items: center;
148
+ justify-content: flex-start;
149
+ gap: 1rem;
150
+ padding: 1rem 0;
151
+ border-bottom: 1px solid var(--border);
152
+ }
153
+
154
+ .brand {
155
+ display: inline-flex;
156
+ align-items: center;
157
+ font-weight: 700;
158
+ font-size: 1.15rem;
159
+ color: var(--fg);
160
+ text-decoration: none;
161
+ }
162
+
163
+ .brand:hover {
164
+ text-decoration: underline;
165
+ }
166
+
167
+ .brand-logo-link:hover {
168
+ text-decoration: none;
169
+ }
170
+
171
+ .brand-logo-link picture {
172
+ display: inline-flex;
173
+ }
174
+
175
+ /* Sized by height so the header bar height is stable (no vertical CLS) while the
176
+ logo width follows the artwork's aspect ratio. */
177
+ .brand-logo {
178
+ display: block;
179
+ height: clamp(3rem, 4.5vw, 3.5rem);
180
+ width: auto;
181
+ }
182
+
183
+ /* Wraps nav + theme switcher. On wide screens it's an inline strip that fills the
184
+ bar (so the theme switcher can sit hard right); on narrow screens its children
185
+ are lifted into the header flex (display: contents) so the nav shares the logo
186
+ row and the theme switcher wraps to its own row — no hamburger, and the visual
187
+ order stays logo → nav → theme, matching DOM and tab order at every width. */
188
+ .header-menu {
189
+ display: flex;
190
+ flex: 1;
191
+ align-items: center;
192
+ gap: 1rem;
193
+ min-width: 0;
194
+ }
195
+
196
+ .nav {
197
+ display: flex;
198
+ gap: 0.5rem;
199
+ flex-wrap: wrap;
200
+ }
201
+
202
+ .theme-switcher {
203
+ display: inline-flex;
204
+ flex-wrap: nowrap;
205
+ margin-left: auto;
206
+ border: 1px solid var(--border);
207
+ border-radius: 999px;
208
+ overflow: hidden;
209
+ background: var(--surface-1);
210
+ }
211
+
212
+ .theme-switcher-button {
213
+ min-width: 4.2rem;
214
+ border: 0;
215
+ border-right: 1px solid var(--border);
216
+ background: transparent;
217
+ color: var(--muted);
218
+ cursor: pointer;
219
+ font: inherit;
220
+ font-size: 0.88rem;
221
+ padding: 0.35rem 0.65rem;
222
+ }
223
+
224
+ .theme-switcher-button:last-child {
225
+ border-right: 0;
226
+ }
227
+
228
+ .theme-switcher-button:hover {
229
+ color: var(--fg);
230
+ background: color-mix(in srgb, var(--fg) 6%, transparent);
231
+ }
232
+
233
+ .theme-switcher-button[aria-pressed='true'] {
234
+ background: var(--accent);
235
+ color: var(--accent-fg);
236
+ font-weight: 650;
237
+ }
238
+
239
+ .nav-link {
240
+ color: var(--muted);
241
+ text-decoration: none;
242
+ padding: 0.35rem 0.65rem;
243
+ border-radius: 6px;
244
+ }
245
+
246
+ .nav-link:hover {
247
+ color: var(--fg);
248
+ background: color-mix(in srgb, var(--fg) 6%, transparent);
249
+ }
250
+
251
+ .nav-link--active {
252
+ color: var(--fg);
253
+ font-weight: 600;
254
+ background: color-mix(in srgb, var(--fg) 10%, transparent);
255
+ }
256
+
257
+ .nav-link:focus-visible,
258
+ .brand:focus-visible,
259
+ .theme-switcher-button:focus-visible {
260
+ outline: 2px solid var(--accent);
261
+ outline-offset: 2px;
262
+ position: relative;
263
+ z-index: 1;
264
+ }
265
+
266
+ @media (max-width: 640px) {
267
+ /* Compact two-row header, no hamburger: the nav shares the top row with the
268
+ logo mark, and the theme switcher wraps to its own right-aligned row below
269
+ (the growing nav leaves it no room on row one). Keeping DOM order
270
+ logo → nav → theme means focus/tab order matches the visual order. */
271
+ .app-header {
272
+ gap: 0.35rem 0.5rem;
273
+ padding: 0.65rem 0;
274
+ }
275
+
276
+ .brand-logo {
277
+ height: 2.25rem;
278
+ }
279
+
280
+ .header-menu {
281
+ display: contents;
282
+ }
283
+
284
+ .nav {
285
+ flex: 1 1 auto;
286
+ min-width: 0;
287
+ gap: 0.15rem;
288
+ }
289
+
290
+ .nav .nav-link {
291
+ padding: 0.45rem 0.4rem;
292
+ font-size: 0.92rem;
293
+ }
294
+
295
+ .theme-switcher {
296
+ margin-left: auto;
297
+ }
298
+
299
+ .theme-switcher-button {
300
+ min-width: 0;
301
+ font-size: 0.82rem;
302
+ padding: 0.4rem 0.55rem;
303
+ }
304
+ }
305
+
306
+ /* Touch ergonomics: grow tap targets to ~44px on coarse pointers without
307
+ changing the visual glyph sizes on desktop. */
308
+ @media (pointer: coarse) {
309
+ .nav-link,
310
+ .theme-switcher-button {
311
+ padding-top: 0.7rem;
312
+ padding-bottom: 0.7rem;
313
+ }
314
+ }
315
+
316
+ .app-main {
317
+ padding-top: 1.75rem;
318
+ }
319
+
320
+ .page h1 {
321
+ margin: 0 0 0.75rem;
322
+ font-size: 1.75rem;
323
+ line-height: 1.2;
324
+ }
325
+
326
+ .lede {
327
+ font-size: 1.05rem;
328
+ color: var(--muted);
329
+ margin: 0 0 1.25rem;
330
+ max-width: 42em;
331
+ }
332
+
333
+ .muted {
334
+ color: var(--muted);
335
+ }
336
+
337
+ .small {
338
+ font-size: 0.9rem;
339
+ }
340
+
341
+ /* Longevity wizard */
342
+ .wizard {
343
+ max-width: 36rem;
344
+ }
345
+
346
+ .wizard.wizard-wide {
347
+ max-width: 52rem;
348
+ }
349
+
350
+ .wizard-progress {
351
+ font-size: 0.9rem;
352
+ color: var(--muted);
353
+ margin: 0 0 1rem;
354
+ }
355
+
356
+ .wizard-fieldset {
357
+ border: 1px solid var(--border);
358
+ border-radius: 8px;
359
+ padding: 1rem 1.1rem 1.25rem;
360
+ margin: 0 0 1.25rem;
361
+ }
362
+
363
+ .wizard-fieldset legend {
364
+ font-weight: 600;
365
+ padding: 0 0.35rem;
366
+ }
367
+
368
+ .field {
369
+ display: flex;
370
+ flex-direction: column;
371
+ gap: 0.35rem;
372
+ text-align: left;
373
+ margin-top: 0.5rem;
374
+ }
375
+
376
+ .field input[type='number'] {
377
+ max-width: 8rem;
378
+ padding: 0.45rem 0.5rem;
379
+ border-radius: 6px;
380
+ border: 1px solid var(--border);
381
+ background: var(--bg);
382
+ color: var(--fg);
383
+ font-size: 1rem;
384
+ }
385
+
386
+ .field-hint {
387
+ font-size: 0.88rem;
388
+ color: var(--muted);
389
+ margin: 0.35rem 0 0;
390
+ text-align: left;
391
+ /* Hints outside the narrow form grid can run 130ch+ — cap the measure. */
392
+ max-width: 75ch;
393
+ }
394
+
395
+ .radio-stack {
396
+ display: flex;
397
+ flex-direction: column;
398
+ gap: 0.5rem;
399
+ margin-top: 0.5rem;
400
+ }
401
+
402
+ .radio-option {
403
+ display: flex;
404
+ align-items: flex-start;
405
+ gap: 0.5rem;
406
+ text-align: left;
407
+ cursor: pointer;
408
+ padding: 0.35rem 0;
409
+ }
410
+
411
+ .radio-option input {
412
+ margin-top: 0.2rem;
413
+ }
414
+
415
+ .wizard-actions {
416
+ display: flex;
417
+ flex-wrap: wrap;
418
+ gap: 0.75rem;
419
+ margin-top: 1.5rem;
420
+ }
421
+
422
+ .btn {
423
+ display: inline-flex;
424
+ align-items: center;
425
+ justify-content: center;
426
+ border-radius: 8px;
427
+ padding: 0.5rem 1rem;
428
+ font-size: 1rem;
429
+ cursor: pointer;
430
+ border: 1px solid var(--border);
431
+ text-decoration: none;
432
+ transition: background-color 120ms ease, border-color 120ms ease, color 120ms ease;
433
+ }
434
+
435
+ .btn:disabled {
436
+ opacity: 0.45;
437
+ cursor: not-allowed;
438
+ }
439
+
440
+ .btn-primary {
441
+ background: var(--accent);
442
+ color: var(--accent-fg);
443
+ border-color: transparent;
444
+ }
445
+
446
+ .btn-primary:hover:not(:disabled) {
447
+ background: color-mix(in srgb, var(--accent) 88%, var(--fg));
448
+ }
449
+
450
+ .btn-secondary {
451
+ background: transparent;
452
+ color: var(--fg);
453
+ }
454
+
455
+ .btn-secondary:hover:not(:disabled) {
456
+ border-color: color-mix(in srgb, var(--fg) 24%, var(--border));
457
+ background: color-mix(in srgb, var(--fg) 6%, transparent);
458
+ }
459
+
460
+ .btn-danger {
461
+ color: var(--bad);
462
+ }
463
+
464
+ .btn-danger:hover:not(:disabled) {
465
+ border-color: color-mix(in srgb, var(--bad) 45%, var(--border));
466
+ background: color-mix(in srgb, var(--bad) 10%, transparent);
467
+ color: var(--bad);
468
+ }
469
+
470
+ .disclaimer-box {
471
+ border: 1px solid var(--border);
472
+ border-radius: 8px;
473
+ padding: 0.85rem 1rem;
474
+ margin-bottom: 1.5rem;
475
+ background: color-mix(in srgb, var(--fg) 4%, transparent);
476
+ text-align: left;
477
+ }
478
+
479
+ .disclaimer-box p {
480
+ margin: 0;
481
+ font-size: 0.92rem;
482
+ }
483
+
484
+ .results-hero {
485
+ text-align: left;
486
+ margin-bottom: 1.5rem;
487
+ }
488
+
489
+ .results-hero h2 {
490
+ margin: 0 0 0.5rem;
491
+ font-size: 1.35rem;
492
+ }
493
+
494
+ .results-central {
495
+ font-size: 1.15rem;
496
+ margin: 0 0 0.5rem;
497
+ }
498
+
499
+ .results-detail {
500
+ text-align: left;
501
+ margin-bottom: 1rem;
502
+ }
503
+
504
+ .results-detail h3 {
505
+ margin: 0 0 0.5rem;
506
+ font-size: 1.1rem;
507
+ }
508
+
509
+ .results-list {
510
+ margin: 0;
511
+ padding-left: 1.2rem;
512
+ }
513
+
514
+ .results-list li {
515
+ margin-bottom: 0.35rem;
516
+ }
517
+
518
+ .results-list a {
519
+ color: var(--accent);
520
+ }
521
+
522
+ /* Social Security workbench */
523
+ .earnings-textarea {
524
+ width: 100%;
525
+ min-height: 10rem;
526
+ margin-top: 0.35rem;
527
+ padding: 0.5rem 0.6rem;
528
+ border-radius: 6px;
529
+ border: 1px solid var(--border);
530
+ background: var(--bg);
531
+ color: var(--fg);
532
+ font-size: 0.9rem;
533
+ font-family: ui-monospace, 'Cascadia Code', 'Consolas', monospace;
534
+ line-height: 1.45;
535
+ resize: vertical;
536
+ }
537
+
538
+ .claim-grid {
539
+ display: grid;
540
+ grid-template-columns: repeat(auto-fill, minmax(7.5rem, 1fr));
541
+ gap: 0.35rem 0.75rem;
542
+ margin-top: 0.5rem;
543
+ }
544
+
545
+ .chart-wrap {
546
+ width: 100%;
547
+ min-height: 360px;
548
+ }
549
+
550
+ /* var(--bad) tracks both theme mechanisms (prefers-color-scheme AND
551
+ [data-theme]), unlike the old hardcoded pair that missed toggled-dark. */
552
+ .error-text {
553
+ color: var(--bad);
554
+ margin-top: 0.75rem;
555
+ text-align: left;
556
+ }
557
+
558
+ .data-table {
559
+ width: 100%;
560
+ border-collapse: collapse;
561
+ font-size: 0.95rem;
562
+ margin: 0.5rem 0 1.25rem;
563
+ }
564
+
565
+ .data-table th,
566
+ .data-table td {
567
+ border: 1px solid var(--border);
568
+ padding: 0.45rem 0.65rem;
569
+ text-align: left;
570
+ }
571
+
572
+ .data-table th {
573
+ background: color-mix(in srgb, var(--fg) 6%, transparent);
574
+ }
575
+
576
+ .error-boundary-fallback {
577
+ max-width: 36rem;
578
+ margin: 0 auto;
579
+ padding: 1.5rem 1rem;
580
+ }
581
+
582
+ .error-boundary-stack {
583
+ font-size: 0.85rem;
584
+ overflow: auto;
585
+ padding: 0.75rem;
586
+ border-radius: 6px;
587
+ border: 1px solid var(--border);
588
+ background: color-mix(in srgb, var(--fg) 5%, transparent);
589
+ white-space: pre-wrap;
590
+ }
591
+
592
+ .sr-only {
593
+ position: absolute;
594
+ width: 1px;
595
+ height: 1px;
596
+ padding: 0;
597
+ margin: -1px;
598
+ overflow: hidden;
599
+ clip: rect(0, 0, 0, 0);
600
+ white-space: nowrap;
601
+ border: 0;
602
+ }
603
+
604
+ /* Keyboard skip link: off-screen until focused, then pinned top-left. */
605
+ .skip-link {
606
+ position: absolute;
607
+ left: 0.5rem;
608
+ top: -3rem;
609
+ z-index: 100;
610
+ padding: 0.5rem 0.9rem;
611
+ border-radius: 8px;
612
+ background: var(--accent);
613
+ color: var(--accent-fg);
614
+ text-decoration: none;
615
+ transition: top 0.15s ease;
616
+ }
617
+
618
+ .skip-link:focus {
619
+ top: 0.5rem;
620
+ }
621
+
622
+ @media (prefers-reduced-motion: reduce) {
623
+ .skip-link {
624
+ transition: none;
625
+ }
626
+ }
627
+
628
+ #main-content:focus {
629
+ outline: none;
630
+ }
package/src/index.ts ADDED
@@ -0,0 +1,16 @@
1
+ /**
2
+ * Primary product export of @retiregolden/planner-ui.
3
+ *
4
+ * `PlannerApp` is the whole planner — chrome (header/nav/footer/theme
5
+ * toggle), route table, and error boundary — everything that lives inside
6
+ * the router. The host owns the router: mount `<PlannerApp />` under its own
7
+ * `<BrowserRouter>` (or any react-router v7 router) and import
8
+ * `@retiregolden/planner-ui/index.css` for the design tokens and base styles.
9
+ *
10
+ * The full published surface is package.json `exports`: it additionally
11
+ * exposes wildcard `./*.ts` subpaths for the upstream repo's own harnesses
12
+ * (cases, owl-parity, docs tests). Those deep paths carry no stability
13
+ * promise — see README "Published API surface".
14
+ */
15
+ export { App as PlannerApp, type PlannerAppProps } from './App.tsx'
16
+ export type { ReportBranding } from './report/reportHtml'
@@ -0,0 +1,78 @@
1
+ /**
2
+ * Renders an article's structured content blocks. Text blocks (prose, heading,
3
+ * list, callout) render inline here; the richer blocks (figure, formula,
4
+ * scenario, table) render through dedicated components in ./components.
5
+ */
6
+
7
+ import { Fragment } from 'react'
8
+ import type { ArticleBlock } from './learningRegistry'
9
+ import { renderInline } from './inlineMarkdown'
10
+ import { ArticleFigure } from './components/ArticleFigure'
11
+ import { FormulaBlock } from './components/FormulaBlock'
12
+ import { ScenarioCard } from './components/ScenarioCard'
13
+ import { ComparisonTable } from './components/ComparisonTable'
14
+
15
+ /** Split a prose string into paragraphs on blank lines. */
16
+ function paragraphs(md: string): string[] {
17
+ return md
18
+ .split(/\n\s*\n/)
19
+ .map((p) => p.trim())
20
+ .filter(Boolean)
21
+ }
22
+
23
+ function Block({ block }: { block: ArticleBlock }) {
24
+ switch (block.type) {
25
+ case 'prose':
26
+ return (
27
+ <Fragment>
28
+ {paragraphs(block.md).map((p, i) => (
29
+ <p key={i}>{renderInline(p)}</p>
30
+ ))}
31
+ </Fragment>
32
+ )
33
+ case 'heading': {
34
+ const level = block.level ?? 2
35
+ return level === 3 ? <h3>{block.text}</h3> : <h2>{block.text}</h2>
36
+ }
37
+ case 'list':
38
+ return block.ordered ? (
39
+ <ol className="learn-list">
40
+ {block.items.map((item, i) => (
41
+ <li key={i}>{renderInline(item)}</li>
42
+ ))}
43
+ </ol>
44
+ ) : (
45
+ <ul className="learn-list">
46
+ {block.items.map((item, i) => (
47
+ <li key={i}>{renderInline(item)}</li>
48
+ ))}
49
+ </ul>
50
+ )
51
+ case 'callout':
52
+ return (
53
+ <div className={`learn-callout learn-callout--${block.tone ?? 'note'}`}>
54
+ {paragraphs(block.md).map((p, i) => (
55
+ <p key={i}>{renderInline(p)}</p>
56
+ ))}
57
+ </div>
58
+ )
59
+ case 'figure':
60
+ return <ArticleFigure block={block} />
61
+ case 'formula':
62
+ return <FormulaBlock block={block} />
63
+ case 'scenario':
64
+ return <ScenarioCard block={block} />
65
+ case 'table':
66
+ return <ComparisonTable block={block} />
67
+ }
68
+ }
69
+
70
+ export function ArticleBody({ blocks }: { blocks: ArticleBlock[] }) {
71
+ return (
72
+ <Fragment>
73
+ {blocks.map((block, i) => (
74
+ <Block key={i} block={block} />
75
+ ))}
76
+ </Fragment>
77
+ )
78
+ }