Add Employer Match Percentage Rate and Max - #56
Open
dbierdemand wants to merge 4 commits into
Open
Conversation
Introduce employerMatchPercent, employerMatchType and employerMatchRate across backend, schema, UI, and calculation logic. Updates include: convex validator accepts new fields; contribution form schema adds validation (percent 0-100, rate 0-500) and optional type; data transformers map new fields to/from Convex with defaults (type='dollarAmount', rate=100); UI dialog shows a dedicated Employer Match block with Match Rate, Limit Type (dollar vs % of income) and conditional inputs, and ensures proper form defaults/unregistering; calculation logic now applies employerMatchRate and supports percentOfIncome caps when computing employer match; tests added/updated to cover percent-of-income scenarios and schema validation. This enables employer matches defined as either a dollar cap or a percent-of-income cap and applies a configurable match rate.
employerMatchPercent (e.g., 4%) is the annual max employer match as a % of salary. The match rate (e.g., 50%) is only applied to the contribution side ($0.50 per $1 contributed), not to reduce the cap. Also fixed: incomesData is monthly in the simulation, so annualize (×12) to compute the correct annual cap, and use YTD tracking to enforce it across months.
|
@dbierdemand is attempting to deploy a commit to the Schelske Dev Co LLC's projects Team on Vercel. A member of the Team first needs to authorize it. |
Create a comprehensive public methodology page documenting Ignidash's simulation engine, return models, tax calculations, and key assumptions. Includes detailed sections on engine architecture, Monte Carlo correlation structure (with full 6x6 matrix and Cholesky decomposition), return rate models, tax convergence logic, contribution/withdrawal waterfalls, and documented limitations. Features table of contents with anchor navigation, responsive layout, and dark mode support.
1A - Federal Tax Stack: - IRMAA Part B & D surcharges with 2-year MAGI lookback - ACA premium tax credit with enhanced/non-enhanced subsidy modes - OBBBA senior standard deduction bump (age-aware, 2025-2028) - Convex + Zod schema extended: stateOfResidence, numOnMedicare, acaEnhancedSubsidies - 2-year MAGI history buffer in SimulationState - IRMAA/ACA wired through TaxProcessor, SimulationDataPoint, extractors, chart/table types - AI system prompts updated 1B - State Taxes & Test Suite: - State income tax engine (graduated, flat-rate, no-tax states) - 8 golden-file regression test personas - Tax data refresh CI script - Validation tests for IRMAA tiers, ACA FPL, standard deduction UI: - State of Residence dropdown in Tax Settings drawer - Number of People on Medicare input - Enhanced ACA Subsidies toggle
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
Add this suggestion to a batch that can be applied as a single commit.This suggestion is invalid because no changes were made to the code.Suggestions cannot be applied while the pull request is closed.Suggestions cannot be applied while viewing a subset of changes.Only one suggestion per line can be applied in a batch.Add this suggestion to a batch that can be applied as a single commit.Applying suggestions on deleted lines is not supported.You must change the existing code in this line in order to create a valid suggestion.Outdated suggestions cannot be applied.This suggestion has been applied or marked resolved.Suggestions cannot be applied from pending reviews.Suggestions cannot be applied on multi-line comments.Suggestions cannot be applied while the pull request is queued to merge.Suggestion cannot be applied right now. Please check back later.
Introduce employerMatchPercent, employerMatchType and employerMatchRate across backend, schema, UI, and calculation logic. Updates include: convex validator accepts new fields; contribution form schema adds validation (percent 0-100, rate 0-500) and optional type; data transformers map new fields to/from Convex with defaults (type='dollarAmount', rate=100); UI dialog shows a dedicated Employer Match block with Match Rate, Limit Type (dollar vs % of income) and conditional inputs, and ensures proper form defaults/unregistering; calculation logic now applies employerMatchRate and supports percentOfIncome caps when computing employer match; tests added/updated to cover percent-of-income scenarios and schema validation. This enables employer matches defined as either a dollar cap or a percent-of-income cap and applies a configurable match rate.