Milestones

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• Phase 9 — Extensions

  Scottish bands, LISA/GIA/cash, new tax-year data, couples spike, AA carry-forward, DB accrual (§8 Phase 9)

  No due date

  •5/6 issues closed
  83% complete1 open5 closed

• Phase 8 — GUI (PySide6)

  App shell + disclaimer, facts entry, assumptions inspector, charts, scenario manager (§8 Phase 8)

  No due date

  •5/5 issues closed
  100% complete0 open5 closed

• Phase 7 — Monte Carlo

  Seeded randomness, stochastic returns, path runner, sequence-of-returns fixtures (§8 Phase 7)

  No due date

  •4/4 issues closed
  100% complete0 open4 closed

• Phase 6 — Scenarios and persistence

  Scenario/Override model, .glidepath.json, comparison report, migrations (§8 Phase 6)

  No due date

  •4/4 issues closed
  100% complete0 open4 closed

• Phase 5 — Decumulation

  Withdrawal strategies, tax-free cash, guardrails, outflows, annuities (§8 Phase 5)

  No due date

  •5/5 issues closed
  100% complete0 open5 closed

• Phase 4 — Deterministic projection

  First end-to-end result: step loop, DB + state pension, reporting, golden scenario (§8 Phase 4)

  No due date

  •5/5 issues closed
  100% complete0 open5 closed

• Phase 3 — Wrappers and accumulation

  Wrapper model, contributions and relief, AA/taper/MPAA, fees/growth, glide path (§8 Phase 3)

  No due date

  •5/5 issues closed
  100% complete0 open5 closed

• Phase 2 — UK region data and tax

  UK package, TOML data files, rUK income tax, age rules, future-year policy (§8 Phase 2)

  No due date

  •5/5 issues closed
  100% complete0 open5 closed

• Phase 1 — Core primitives

  No UK anything: value types, calendar, Fact/Assumption/Decision, household skeleton, boundary guards (docs/planning.md §8 Phase 1)

  No due date

  •5/5 issues closed
  100% complete0 open5 closed