29:null 2a:["$","title",null,{"children":"Pension Calculator 🧓👴 Rec. Concept 🚧 a0 | Declan Naughton | Observable"}] 2f:T964,. . ## notes 📝 & guide The age 30 projection (which cannot be changed yet) uses the same default assumptions as those defaults in the [Pension Calculator - Ireland 🚧 🧓👴 🇮🇪](https://observablehq.com/@declann/pension-calculator-ireland-wip) model which is being reconciled. **Verify if the age 30 value matches!** Summarising the 6 years of **actual data configured by default**: - Age 31 and 32 are 4% growth performance instead of 5% projected with all other assumptions/data exactly consistent (a 'bad' year) - Age 33 is 9% growth performance **and** 3% salary inflation instead of 2% projected (a 'good' year) - Age 34 is 3% contribution charge instead of 4% (e.g. a favor or unanticipated bonus of some kind! - good year) - Age 35 is a move in the retirement age from 65 to 67 - This is - very clearly(!) - the dominant movement in all the experience - Age 36 is 6% unit growth, 1% salary inflation, and 5% rather than 10% employer and employee contributions (e.g. if matched) i.e. a mixed bag Minimal validation has been done ⚠️ as usual, and virtually no review, but below are some things to notice. - You can use the reconciliation period handles and then drag the interval to **step through the reconciliation year-by-year**. Going year-by-year, useful annotations are added to descriptions. - By stepping through the projected fund at retirement year-by-year from start to finish, **the current answer (top line) becomes the original answer (bottom line)** as we step - The presentation can be improved: signs, directions, descriptions perhaps can be clearer, **and can be visual** (e.g. a waterfall as in [this early example](https://observablehq.com/@declann/saas-model-experience-analysis?collection=@declann/calculang)) - in fact - these numbers are begging to be visualised along with actuals. **My focus so far was on the process and the basic user experience**. . . ## thoughts 💭 The implementation patterns are intending to scale neatly and to be robust, and includes important applications of the **[design principles of calculang](https://github.com/calculang/calculang#design-principlesfeatures)**. **Reconciling numbers against expectations and benchmarks is an important understanding and interpretation tool.** This work for all numbers modelled in calculang will be generalised further and go deeper soon. . (coverage, flexibility, ..) . .30:T4c2,vizes = [ // no independent scales, other missing things to generalise {name: "👀 pensions calculator GRID of formulae by age", model: "/models/pensions/pension-calculator", height: 530, mark: "text", format:",.3f", encoding: { x:"formula", y:"age_in", color:"formula", text:"value" }, domains:{age_in:() => _.range(mutable inputs_m.age_0_in-1, mutable inputs_m.retirement_age_in+1)}}, {name: "📊 pensions calculator BAR facet of formulae by age", height: 50, width:400, model: "/models/pensions/pension-calculator", mark: "bar", encoding: {row:"formula", x:"age_in", y:"value", color:"formula"}}, {name: "📈 pensions calculator LINE facet of formulae by age", height: 50, width:400, model: "/models/pensions/pension-calculator", mark: "line", encoding: {row:"formula", x:"age_in", y:"value", color:"formula"}}, {name: "👀 pensions rec grid of formulae by age", model: "/models/pensions/rec-exec", height: 500, mark: "text", format:",.2f", encoding: { x:"rec_step_in", y:"formula", color:"formula", text:"value" } }, //{name: "📊 pensions rec bar facet of formulae by age", height: 60, model: "/models/pensions/rec", mark: "bar", encoding: {row:"formula", x:"age_in", y:"value", color:"formula"}} ]31:Tfdb,viewof viz_spec = { // DN: transferrable const rows = ["formula","value"/*,"field 🔓"*/,...formulae_info_inputs,""]; const cols = ["x","y","color","row","col","text","detail","size"/*, "field 🔓"*/] const t = html`fieldmin# stepssizecursortypeformat${cols.map(c => `${c}`).join('')} ${rows.map(r => `${r}${ r.substr(-3) == '_in' ? `` : ``}${ r != "" ? `` : ``}${cols.map(c => ``).join('')}`).join('\n')} independent scale?${cols.map(c => ``).join('')} ` // todo zero scale const el = html`${t}

`//ffAB` let up = () => { const mins = el.querySelectorAll(`input[class="mins"]`) mins.forEach(d => {d.disabled = false}) var o = {cursor:{}, independent_scales:{}, types:{},formats:{},encodings:{"x":"","y":"formula","color":"formula","row":"","text":"value","detail":"","size":"","field 🔓":""}}; cols.forEach(c => { var s = el.querySelector(`input[name="${c}"]:checked`) o.encodings[c] = s ? s.value : ''; if (s.value && s.value != 'formula' && s.value != 'value') { el.querySelector(`input[id="${s.value}_min"]`).disabled = true } s = el.querySelector(`input[id="independent_scale_${c}"]`) o.independent_scales[c] = s.checked }) rows.filter(r => r.substr(-3) == "_in").forEach(r => { var s = el.querySelector(`input[id="cursor_${r}"]`); o.cursor[r] = s.value == '' ? undefined : +s.value; //o.types[r] = el.querySelector(`select[id="type_${r}"]`).value }) rows.filter(r => r != "").forEach(r => { //var s = el.querySelector(`input[id="cursor_${r}"]`); //o.cursor[r] = +s.value; o.types[r] = el.querySelector(`select[id="type_${r}"]`).value o.formats[r] = el.querySelector(`input[id="format_${r}"]`).value }) //var s = el.querySelector('input[name="x"]:checked') el.value = o//s ? s.value : '' el.dispatchEvent(new Event("input", {bubbles: true})); } //el.on el.onchange = up; // this is for configuring the default viz spec el.querySelector(`input[id="x_formula"]`).checked = true; el.querySelector(`input[id="y_age_in"]`).checked = true; el.querySelector(`input[id="color_formula"]`).checked = true; el.querySelector(`input[id="text_value"]`).checked = true; (el).dispatchEvent(new Event("input", {bubbles: true})) up() //el.onload = up; //el.querySelector(`input[id="x_formula"]`).checked = true; //el.getElementById("formula_x").checked = true; //el.dispatchEvent(new Event("input", {bubbles: true})); return el; }32:T52e,// age_in,20,70,10,30,60,10 input_domains_config = d3.csvParse( `input,min,max,step,default0,default1,step_sens,label age_in,18,60,1,31,31,1,age age_0_in,18,65,1,30,30,5,starting age salary_0_in,10000,200000,1000,50000,50000,30000,starting salary salary_inflation_rate_in,-0.02,0.10,0.01,0.02,0.02,0.03,salary growth rate empee_contribution_rate_in,0.00,0.30,0.01,0.1,0.1,0.05,empee contribution as % of salary emper_contribution_rate_in,0.00,0.30,0.01,0.1,0.1,0.05,empee contribution as % of salary contribution_charge_in,0.00,0.30,0.01,0.1,0.1,0.05,empee contribution as % of salary unit_growth_rate_in,-0.02,0.10,0.01,0.05,0.05,0.02,investment growth rate retirement_age_in,50,75,1,65,65,5,retirement age fund_value_0_in,0,1000000,1000,0,0,50000,starting fund value annual_salary_in,0,1000000,1000,50000,50000,50000 addl_credit_in,0,1,1,0,0,1 num_bars_in,0,20,1,10,10,5 container_height$_in,0,600,1,500,500,100 top_margin$_in,0,20,1,10,10,5 bottom_margin$_in,0,20,1,10,10,5 gap$_in,0,20,1,10,10,15 bar_height$_in,0,50,1,25,25,5 rec_step_in,0,13,1,0,0,1,rec step age_opening_in,30,35,1,30,30,1,rec opening age age_closing_in,30,35,1,31,31,1,rec closing age age_opening_closing_offset_in,0,50,1,0,0,1,rec age offset actuals_in, gross_salary_in, pension_contribution_in, tax_credits_in `, d => ({...d, min:+d.min,max:+d.max}))33:T9a1,vega_interactive = { // credit to Mike Bostock (starting point): https://observablehq.com/@mbostock/hello-vega-embed const v = window.vega = await require("vega"); const vl = window.vl = await require("vega-lite"); const ve = await require("vega-embed"); async function vega(spec, options) { const div = document.createElement("div"); div.value = (await ve(div, spec, options)).view; div.value.addEventListener('mousemove', (event, item) => { //console.log(item); if (item != undefined && item.datum != undefined && item.datum.formula != undefined) { viewof formula_select.value = item.datum.formula; viewof formula_select.dispatchEvent(new CustomEvent("input")) } }) div.value.addEventListener('click', (event, item) => { console.log(item.datum); /*viewof formula_select.value = item.datum.formula; viewof formula_select.dispatchEvent(new CustomEvent("input")); viewof month_select.value = item.datum.month_in; viewof month_select.dispatchEvent(new CustomEvent("input"));*/ //if (item.datum.age_0_in != undefined) {viewof inputs.value = {...viewof inputs.value, age_0_in:item.datum.age_0_in}; //cursor.month_in.push(item.datum.month_in); //viewof inputs.dispatchEvent(new CustomEvent("input"))}; // if (item.datum.age_in != undefined) {viewof inputs.value = {...viewof inputs.value, age_in:item.datum.age_in}; //cursor.month_in.push(item.datum.month_in); //viewof inputs.dispatchEvent(new CustomEvent("input"))}; //viewof inputs.value = { ...viewof inputs.value, ...item.datum }; //viewof inputs.dispatchEvent(new CustomEvent("input")) viewof formula_select.value = item.datum.formula; viewof formula_select.dispatchEvent(new CustomEvent("input")) //y.value.insert('selection_age_0_in_store', [{unit: "concat_1_layer_0", fields: [{"field":"age_0_in","channel":"x","type":"E"}] , values:[10]}]) //y.value.insert('selection_dampener_in_store', [{unit: "concat_2_concat_2_layer_0", fields: [{"field":"dampener_in","channel":"x","type":"E"}] , values:[0.95]}]) //.run() // NOW TODO addSignalListener stuff... is it trigerred for above?? // until there is a selection api... //https://github.com/vega/vega-lite/issues/2790#issuecomment-976633121 // https://github.com/vega/vega-lite/issues/1830#issuecomment-926138326 }) // DN return div; } vega.changeset = v.changeset; return vega; }34:[{"id":"fb3eda0ffb7359692fd621be9cfd128c763ff6c3f74e27d98df7ea6daa79774b4896d804204512d41901bc88574d568e8809e2d26622dfa70a092ed4bb1017ed","href":"https://static.observableusercontent.com/files/fb3eda0ffb7359692fd621be9cfd128c763ff6c3f74e27d98df7ea6daa79774b4896d804204512d41901bc88574d568e8809e2d26622dfa70a092ed4bb1017ed","name":"actual_data_template_updated@9.csv","type":"text/csv","lastModified":1682549388895.063,"size":506}] 2d:{"id":"783474ae79b885df","slug":"pension-calculator-reconciliator-concept-wip","title":"Pension Calculator 🧓👴 Rec. Concept 🚧 a0","thumbnail":"b9517023987312ce8f28b4c1cfdc64ae5e2e6a4ddb3783dd8ecbc9c15028b8b2","access_level":"public","create_time":"$D2023-04-10T22:49:51.660Z","update_time":"$D2023-10-01T20:46:06.030Z","view_time":null,"first_public_time":"$D2023-04-26T02:04:15.126Z","has_unpublished_edits":null,"fork":{"id":"a21228793191f672","slug":"pensions-calculator-wip","title":"Pension Calculator 🧓👴 🚧 easy version","owner":{"id":"fa28dcfb9c2f53ce","login":"declann","name":"Declan Naughton"}},"stars":0,"starred":false,"owner":{"type":"team","id":"fa28dcfb9c2f53ce","login":"declann","name":"Declan Naughton","avatar_url":"https://avatars-next.observableusercontent.com/b36edfd0f90184ac4c0a8d8726969fe861a1d1fe9417e998413c8a47e6163983","tier":"starter_2024"},"version":3357,"publish_version":null,"role":null,"authored":false,"authors":[{"type":"individual","id":"fca367047a53a31f","login":"declann","name":"Declan Naughton","avatar_url":"https://avatars-next.observableusercontent.com/b36edfd0f90184ac4c0a8d8726969fe861a1d1fe9417e998413c8a47e6163983","tier":null}],"members":[{"type":"individual","id":"fca367047a53a31f","login":"declann","name":"Declan Naughton","avatar_url":"https://avatars-next.observableusercontent.com/b36edfd0f90184ac4c0a8d8726969fe861a1d1fe9417e998413c8a47e6163983","tier":null,"role":"editor"}],"comments":[],"custom_thumbnail":true,"trashed":false,"lapsed":null,"subscribed":null,"forks":2,"collection":{"id":"ba17c9710e3d4563","slug":"calculang","title":"calculang","owner":{"id":"fa28dcfb9c2f53ce","login":"declann","name":"Declan Naughton"}},"type":"notebook","body":{"title":"Pension Calculator 🧓👴 Rec. Concept 🚧 a0","cells":[{"id":0,"value":"# Pension Calculator 🧓👴 Rec. Concept 🚧 a0\n\n**This model is under construction 🚧**\n\n⚠️ *The assumptions, methodology and limitations of a model should be carefully considered for any purpose you apply it to. I haven't even listed these here, nor otherwise documented the model fully/clearly.* **Proceed with caution** 🙏\n\n⚠️ *Not recommended to enter real personal or sensitive details. **Contact me with real-world calculation or model requirements instead.*** 🗣✅\n\n⚠️ *This is not a complete model/narrative and you should not rely on it.*","pinned":false,"hidden":false,"mode":"md","author":"$undefined","summary":"$undefined","output":"","database":"$undefined"},{"id":2408,"value":"⚠️ *Not financial advice and no warranty etc.* 🙃\n\n⚠️ *Not validated with any tests* 🤦‍♂️*, please report [Issues](https://github.com/declann/calculang-miscellaneous-models/issues).*","pinned":false,"hidden":false,"mode":"md","author":"$undefined","summary":"$undefined","output":"","database":"$undefined"},{"id":2557,"value":"*The model is made with [calculang](https://github.com/calculang/calculang), a language for calculations for transparency and certainty about numbers* 🔍💬🧮\n\n.\n\n.\n\n.\n\n**Reconciling numbers against expectations and benchmarks is an important understanding and interpretation tool.** Below is a concept which generalises easily (i.e. for other models), relying on the [design principles of calculang](https://github.com/calculang/calculang#design-principlesfeature) to scale conceptually and to be robust.\n\n.\n\n.","pinned":false,"hidden":false,"mode":"md","author":"$undefined","summary":"$undefined","output":"","database":"$undefined"},{"id":785,"value":"### *inputs* ⚙️","pinned":false,"hidden":false,"mode":"md","author":"$undefined","summary":"$undefined","output":"","database":"$undefined"},{"id":2960,"value":"**initial projection assumptions** - They are = the default values in the [Pension Calculator - Ireland 🚧 🧓👴 🇮🇪](https://observablehq.com/@declann/pension-calculator-ireland-wip). They can't yet be updated.\n\n**actuals data** age 31+: updated from template in [Pension Calculator - Ireland 🚧 🧓👴 🇮🇪](https://observablehq.com/@declann/pension-calculator-ireland-wip), this is a [File Attachment](https://observablehq.com/@observablehq/file-attachments), which you **can** update.","pinned":false,"hidden":false,"mode":"md","author":"$undefined","summary":"$undefined","output":"","database":"$undefined"},{"id":2800,"value":"viewof iv = interval([start, end], {\n step: 1,\n value: [start,end],\n label: 'reconciliation period',\n width:250\n})","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":2498,"value":"### *projected fund at retirement, reconciliation*","pinned":false,"hidden":false,"mode":"md","author":"$undefined","summary":"$undefined","output":"","database":"$undefined"},{"id":2723,"value":"data","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"","database":"$undefined"},{"id":3185,"value":"### *other Age ${iv[1]} values, reconciliation*","pinned":false,"hidden":false,"mode":"md","author":"$undefined","summary":"$undefined","output":"","database":"$undefined"},{"id":3189,"value":"viewof f = Inputs.select(Object.values(introspection.cul_functions).filter(d => d.cul_scope_id == 1 && d.reason == 'definition').map(d => d.name), {label: \"formula\", value: \"fund_value\"})","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":3182,"value":"data2","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"","database":"$undefined"},{"id":2994,"value":"$2f","pinned":false,"hidden":false,"mode":"md","author":"$undefined","summary":"$undefined","output":"","database":"$undefined"},{"id":2905,"value":"## versions\n\n[a0](https://observablehq.com/@declann/pension-calculator-reconciliator-concept-wip@3312)\n\n\n## credits\n\nmade with 💖 and [calculang](https://github.com/calculang).\n\n.\n\n.","pinned":false,"hidden":false,"mode":"md","author":"$undefined","summary":"$undefined","output":"","database":"$undefined"},{"id":3132,"value":"start = actuals_in[0].age_0_in","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":3135,"value":"end = actuals_in[actuals_in.length-1].age_in","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":3311,"value":"","pinned":false,"hidden":false,"mode":"md","author":"$undefined","summary":"$undefined","output":"","database":"$undefined"},{"id":2881,"value":"ref = \"db3bd\"","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":3248,"value":"descs_annotated = [`Age ${iv[1]} value`, ...model.rec_order.map((d,i) => d+'_in' + ' [' + model[d]({age_in: iv[1], rec_step_in:0, age_opening_in:iv[0], age_closing_in:iv[1], actuals_in}) + ' -> ' + model[d]({age_in: iv[1], rec_step_in:model.rec_order.length+10, age_opening_in:iv[0], age_closing_in:iv[1], actuals_in})+']')]","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":3258,"value":"descs_not_annotated = [`Age ${iv[1]} value`, ...model.rec_order.map((d,i) => d+'_in')]","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":3260,"value":"descs = iv[1] - iv[0] == 1 ? descs_annotated : descs_not_annotated","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":2715,"value":"data = descs.map((desc,rec_step_in) => ({rec_step_in, desc: `${rec_step_in == 0 ? '' : `➡ Age ${iv[0]} `}${desc}${rec_step_in == model.rec_order.length ? ` 🟰 Age ${iv[0]} value` : ''}`, value: model.projected_fund_value({age_in: iv[1], rec_step_in:rec_step_in, age_opening_in:iv[0], age_closing_in:iv[1], actuals_in}).toFixed(2),\nimpact: (model.projected_fund_value({age_in: iv[1], rec_step_in, age_opening_in:iv[0], age_closing_in:iv[1], actuals_in}) - model.projected_fund_value({ age_in: iv[1], rec_step_in:rec_step_in-1, age_opening_in:iv[0], age_closing_in:iv[1], actuals_in})).toFixed(2) })).map(d => ({...d, good_guy_impact:-d.impact}))","pinned":true,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":3179,"value":"data2 = descs.map((desc,rec_step_in) => ({rec_step_in, desc: `${rec_step_in == 0 ? '' : `➡ Age ${iv[0]} `}${desc}${rec_step_in == model.rec_order.length ? ` 🟰 Age ${iv[0]} value` : ''}`, value: model[f]({age_opening_closing_offset_in: 0, age_in: iv[1], rec_step_in:rec_step_in, age_opening_in:iv[0], age_closing_in:iv[1], actuals_in}).toFixed(2),\nimpact: (model[f]({age_opening_closing_offset_in: 0, age_in: iv[1], rec_step_in, age_opening_in:iv[0], age_closing_in:iv[1], actuals_in}) - model[f]({age_opening_closing_offset_in: 0, age_in: iv[1], rec_step_in:rec_step_in-1, age_opening_in:iv[0], age_closing_in:iv[1], actuals_in})).toFixed(2) })).map(d => ({...d, good_guy_impact:-d.impact}))","pinned":true,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":2774,"value":"actuals_in = FileAttachment(\"actual_data_template_updated@9.csv\").csv({typed:true})","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":3356,"value":"JSON.stringify(actuals_in)","pinned":true,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":3023,"value":"# ignore everything below this line\n\n---\n\n.\n\n.\n\n.\n\n.\n\n.\n\n.","pinned":false,"hidden":false,"mode":"md","author":"$undefined","summary":"$undefined","output":"","database":"$undefined"},{"id":2161,"value":"### *workings* 👨‍🏫 \n\nHere is a visual of calculation workings; formulae under [*calculang formulae* 🪄](#calculang_formulae)","pinned":false,"hidden":false,"mode":"md","author":"$undefined","summary":"$undefined","output":"","database":"$undefined"},{"id":2829,"value":"mutable inputs_m = ({})","pinned":true,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":2851,"value":"inputs","pinned":true,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":2843,"value":"t()","pinned":true,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":2841,"value":"function t() { console.log(mutable inputs_m.age_0_in) }","pinned":true,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":2838,"value":"inputs_m","pinned":true,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":2849,"value":"vizes[0].domains.age_in()","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":2192,"value":"$30","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":2163,"value":"viewof picture = Inputs.select([...vizes.map(d => d.name), \"👀 grid of formulae w. deps 👪 interaction ⛔\"], {label: \"Pick a picture 🎨\", value:vizes[+q.get('viz')??0].name, disabled: [\"👀 grid of formulae w. deps 👪 interaction ⛔\"] })","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":2141,"value":"// thx to https://observablehq.com/@sachina/calendar-view-horizontal-scrolling\nv = html`\n

${x}

`","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":2412,"value":"html`${DOM.download(serialize(projection), \"pension_projection_workings\", \"download numbers\")}`","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":438,"value":"viewof inputs = {\n var obj = {m:{}};\n //obj['age_in'] = Inputs.range([inputs.age_0_in-1, inputs.retirement_age_in], {step: 1, label:'age'});\n formulae_info_inputs.forEach(d => {\n //var rate = d.indexOf(\"rate\") != -1\n var config = input_domains_config.find(e => e.input == d)\n obj[d] = Inputs.range([config.min, config.max], {step: config.step, label: mapped_inputs.indexOf(d) != -1 ? '-' : config.label, value: +config.default1, disabled: mapped_inputs.indexOf(d) != -1})\n obj.m[d] = +config.default1;\n //if (mapped_inputs.indexOf(d) != -1) obj[d].disabled = true;\n obj[d].onchange = () => {console.log('changed hi'); mutable inputs_m[d] = obj[d].value}\n })\n mutable inputs_m = obj.m\n return Inputs.form(obj)\n}","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":951,"value":"calculang_formulae = md`### *calculang formulae* 🪄\n\n*highlight or click a number in visual to see it's calculang formula below:*`","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":972,"value":"viewof formula_select = Inputs.select(/*[\"1_unit_balance_\", \"1_annual_salary_\", \"1_unit_allocation_\", \"0_unit_balance\", \"0_annual_salary\", \"0_unit_allocation\"]*/Object.entries(introspection.cul_functions).filter(([a,b]) => b.reason == 'definition').map(([a,b]) => b.name), {label: \"formula\", value:\"projected_fund_value\"})","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":985,"value":"md`\n~~~js\n${cs.filter((d, i) => i >= cul_formula_loc.start.line-1 && i < cul_formula_loc.end.line).join('\\n').slice(13)}\n~~~\n`","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":2761,"value":"model.retirement_age_projected({})","pinned":true,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":2768,"value":"MOVE CLOSING ALL THE WAY: FIRST ADD TO VIZ , OR DO SEP. PROJECTION WITH IT INCLUDED","pinned":true,"hidden":false,"mode":"md","author":"$undefined","summary":"$undefined","output":"","database":"$undefined"},{"id":1980,"value":"brief = md`.\n\n.\n\n*To calculate the projected fund value at retirement:*\n\n1. *the **employee contribution** is calculated by a given % of salary; salary is modelled according to given starting salary and growth rate*\n- *contribution is converted into a **unit allocation** at the current price; that price grows according to the **given investment growth rate** *\n- *allocated units accumulate in a **unit balance**, which multiplied by price = fund value*\n- *the **projected fund value at retirement** is just that fund value @ the given retirement age*\n\n.\n\n.\n\n## credits\n\nmade with 💖 and [calculang](https://github.com/calculang).\n\n*Below is notebook code and workings which you may ignore.* 😌\n\n---\n\n.\n\n.\n\n.\n\n.\n\n.\n\n.\n\n.\n\n.`","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":15,"value":"## appendix","pinned":false,"hidden":false,"mode":"md","author":"$undefined","summary":"$undefined","output":"","database":"$undefined"},{"id":2796,"value":"import {interval} from '@mootari/range-slider@1786'","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":2940,"value":"Inputs.table(actuals_in)","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":1935,"value":"viewof code_opt_fv = Inputs.select([\"📝 calculang source 💬\", \"✨ calculang output ✨ for 🖥️\"], {label: \"🧙 via 🌲s\", value: \"📝 calculang source 💬\"})","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":2360,"value":"viewof format = Inputs.text({label: 'format',value: ',.2f'})","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":965,"value":"cul_formula_loc = introspection.cul_functions['0_'+formula_select].loc","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":981,"value":"cs = (code_opt_fv.indexOf(\"source\") != -1 ? calcuin_fv : calcuout).split('\\n')","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":2229,"value":"viz = vizes[3]//.find(d => d.name == picture)","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":2485,"value":"c_spec2 = {\n let t = {...c_spec1}\n if (t.encoding.x) t.encoding.x.axis = {labelAngle: 0, orient:\"top\"}\n return t\n}","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":1432,"value":"x = vega_interactive(c_spec2)","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":1884,"value":"viewof selected_formulae = Inputs.select(formulae_info.filter(d => formulae_info_inputs.indexOf(d.name+'_in') == -1).map(d=>d.name), {label: \"selected formulae\", multiple: true, value:formulae_info.filter(d => formulae_info_inputs.indexOf(d.name+'_in') == -1 && d.cul_source_scope_id==0).map(d=>d.name)/*[\"annual_salary\", \"annual_premium\", \"fund_value\", \"unit_price\", \"unit_balance\", \"unit_allocation\"]*/}) // excluding projected_fund_value even though it is the key output! It makes it into the table anyways","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":2290,"value":"[visual](#v)","pinned":false,"hidden":false,"mode":"md","author":"$undefined","summary":"$undefined","output":"","database":"$undefined"},{"id":1283,"value":"//viewof mark = Inputs.select([\"?\", \"bar\", \"line\", \"point\",\"text\",\"rect\"], {label: \"mark\", value:\"text\"})\nmark = viz.mark","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":1285,"value":"//viewof height = Inputs.range([0, 1000], {label: \"height\", step: 50, value:400})\nheight = viz.height","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":2221,"value":"changing the field mapping is bad now because the domains aren't configured for this, but for the input entry","pinned":false,"hidden":false,"mode":"md","author":"$undefined","summary":"$undefined","output":"","database":"$undefined"},{"id":1238,"value":"$31","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":1785,"value":"viewof viz_spec.querySelector(`input[id=\"x_formula\"]`).checked = true;","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":1798,"value":"viewof viz_spec.querySelector(`input[id=\"color_formula\"]`).checked = true;\n","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":2022,"value":"viewof viz_spec.querySelector(`input[id=\"y_age_in\"]`).checked = true;\n","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":1800,"value":"viewof viz_spec.querySelector(`input[id=\"text_value\"]`).checked = true;\n","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":1267,"value":"mapped_inputs = encodings.filter(d => d.field.substr(-3) == '_in').map(d => d.field) //Object.entries(viz_spec.encodings).map(d => d[1]).filter(d => d.substr(-3) == \"_in\")","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":2787,"value":"JSON.stringify(actuals_in)","pinned":true,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":493,"value":"// anything mapped to an enconding should go here\n\ninput_domains_A_overrides = {\n var o = {actuals_in:[[...actuals_in/*,...actuals_in*/]],\n age_opening_in: [iv[0]], age_closing_in:[iv[1]]}\n mapped_inputs.forEach(i => {\n o[i] = domains[i]\n })\n if (mapped_inputs.indexOf(\"age_in\") != -1) o.age_in = _.range(inputs.age_0_in-1,inputs.retirement_age_in+1)\n return o\n}\n\n/*input_domains_A_overrides = model_path.indexOf('pensions') != -1 ? ({\n [pvt_y]: domains[pvt_y]\n //age_in: _.range(inputs.age_0_in-1, inputs.retirement_age_in+3),\n //\n}) : ({t_in: _.range(0,12).map(m => new Date(2014,m,1))})*/","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":1667,"value":"input_domains_A_projection = {\n var o = {}\n Object.entries(/*viz_spec.cursor*/inputs).forEach(([k,v]) => {\n o[k] = [v]\n })\n Object.entries(input_domains_A_overrides).forEach(([k,v]) => {\n o[k] = v\n })\n //o.formula = Object.values(model)\n return o\n}\n ","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":1673,"value":"input_combos_A_projection = cartesianProduct(Object.entries(input_domains_A_projection).map(([k,v]) => ({[k]: v})))","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":36,"value":"### calculang plugs","pinned":false,"hidden":false,"mode":"md","author":"$undefined","summary":"$undefined","output":"","database":"$undefined"},{"id":640,"value":"// age_in bit here not done programmatically ! just use all combos?\nprojection = formulae_info.filter(d => formulae_info_inputs.indexOf(d.name+'_in') == -1).filter(d => selected_formulae.indexOf(d.name) != -1).map(({name}) => input_combos_A_projection.map(combos => ({...combos,/*[pvt_y]: combos[pvt_y],*/ formula:name, /*[name]*/value: +model[name](combos)/*.toFixed(2)*/}))).flat()\n// pre-folded!","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":1632,"value":"model_path = viz.model // lag with updating this for every viz change, rather than as-needed","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":6,"value":"model = require(URL.createObjectURL(new Blob([b64_to_utf8(module_response.data.content)], { type: \"text/javascript\" })))\n //require(`https://cdn.jsdelivr.net/gh/${location1}@${sha}/${location2}.js?v=${version}`)","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":395,"value":"// info for the available formulae (not every formula)\nformulae_info = Object.keys(model).map(d => Object.values(introspection.cul_functions).find(e => e.name == d && e.cul_scope_id == 0)).filter(d => d != undefined)","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":420,"value":"formulae_info_inputs = {\n var inputs = [];\n formulae_info.forEach(d => {\n inputs.push(d.inputs)\n })\n return [...new Set(inputs.flat())] //Object.keys(inputs);\n}","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":527,"value":"$32","pinned":true,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":1184,"value":"domains = {\n var o = {};\n for (var i in input_domains_config) {\n var d = input_domains_config[i];\n o[d.input] = _.range(d.min, d.max, d.step).map(d => +d.toFixed(2))// input_domains_config[i];\n };\n return o\n}","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":239,"value":"owner = \"declann\"","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":242,"value":"repo = \"calculang-miscellaneous-models\"","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":237,"value":"module_response = await octokit.request('GET /repos/{owner}/{repo}/contents/{model_path}.js?ref={ref}', {\n owner, repo, model_path, ref\n})","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":2013,"value":"cul_scope_id=0","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":916,"value":"calcuin_response = await octokit.request('GET /repos/{owner}/{repo}/contents/{model_path}-nomemo_esm/cul_scope_{cul_scope_id}.cul.js?ref={ref}', {\n owner, repo, model_path, cul_scope_id, ref\n})","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":1012,"value":"calcuin_response_fv = await octokit.request('GET /repos/{owner}/{repo}/contents/{model_path}-nomemo_esm/cul_scope_{cul_scope_id}.cul.js?ref={ref}', {\n owner, repo, model_path, cul_scope_id: 0, ref // won't work for scope > 9\n})","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":1017,"value":"calcuin_fv = b64_to_utf8(calcuin_response_fv.data.content)","pinned":true,"hidden":true,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":50,"value":"calcuout_response = await octokit.request('GET /repos/{owner}/{repo}/contents/{model_path}-nomemo_esm/cul_scope_{cul_scope_id}.mjs?ref={ref}', {\n owner, repo, model_path, cul_scope_id, ref\n})\n \n//fetch(`https://cdn.jsdelivr.net/gh/${location1}@${sha}/${location2}_verbose/0.js?v=${version}`).then(response => response.text())","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":294,"value":"calcuout = b64_to_utf8(calcuout_response.data.content)","pinned":false,"hidden":true,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":63,"value":"introspection_response = await octokit.request('GET /repos/{owner}/{repo}/contents/{model_path}-nomemo.introspection.json?ref={ref}', {\n owner, repo, model_path, ref\n})","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":290,"value":"introspection = JSON.parse(b64_to_utf8(introspection_response.data.content))","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":224,"value":"// https://developer.mozilla.org/en-US/docs/Glossary/Base64#the_unicode_problem\nfunction b64_to_utf8( str ) {\n return decodeURIComponent(escape(window.atob( str )));\n}","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":227,"value":"octokit_constructor = (await import('https://cdn.skypack.dev/@octokit/rest@16')).default","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":229,"value":"octokit = new octokit_constructor()","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":618,"value":"// https://stackoverflow.com/questions/18957972/cartesian-product-of-objects-in-javascript\n\nfunction copy(obj) {\n var res = {};\n for (var p in obj) res[p] = obj[p];\n return res;\n }\n ","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":616,"value":"// https://stackoverflow.com/questions/18957972/cartesian-product-of-objects-in-javascript\nfunction cartesianProduct(input, current) {\n if (!input || !input.length) { return []; }\n \n var head = input[0];\n var tail = input.slice(1);\n var output = [];\n \n for (var key in head) {\n for (var i = 0; i < head[key].length; i++) {\n var newCurrent = copy(current); \n newCurrent[key] = head[key][i];\n if (tail.length) {\n var productOfTail = \n cartesianProduct(tail, newCurrent);\n output = output.concat(productOfTail);\n } else output.push(newCurrent);\n }\n } \n return output;\n }","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":1103,"value":"$33","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":657,"value":"vega = { // credit to Mike Bostock: https://observablehq.com/@mbostock/hello-vega-embed\n const v = window.vega = await require(\"vega\");\n const vl = window.vl = await require(\"vega-lite\");\n const ve = await require(\"vega-embed\");\n async function vega(spec, options) {\n const div = document.createElement(\"div\");\n div.value = (await ve(div, spec, options)).view;\n div.value.addEventListener('click', (event, item) => { console.log(item.datum) }) // DN\n return div;\n }\n vega.changeset = v.changeset;\n return vega;\n}","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":2122,"value":"json2csv = require(\"json2csv@5.0.7/dist/json2csv.umd.js\")","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":2125,"value":"// thx to https://observablehq.com/@palewire/saving-csv\n// Ben Welsh and comments from Christophe Yamahata\nfunction serialize (data) {\n let parser = new json2csv.Parser();\n let csv = parser.parse(data);\n return new Blob([csv], {type: \"text/csv\"}) \n}","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":1291,"value":"## compassql","pinned":false,"hidden":false,"mode":"md","author":"$undefined","summary":"$undefined","output":"","database":"$undefined"},{"id":1294,"value":"cql = require(\"compassql\")","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":1296,"value":"schema = cql.schema.build(projection)","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":2348,"value":"encodings2 = Object.entries(viz.encoding).map(([e,f]) => ({channel: e, field: f, type: f == 'value' ? 'quantitative' : 'nominal', format: e == 'text' ? format : ''}))","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":1307,"value":"encodings = encodings2//Object.entries(viz_spec.encodings).filter(([k,v]) => v != '' && k != 'cursor' && k != 'independent_scales' && k != 'types' && k != 'formats').map(([k,v]) => ({channel:k,field:v,type:viz_spec.types[v],format:viz_spec.formats[v]}))","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":1303,"value":"output = cql.recommend({\n spec: {data: projection,\n mark: mark == 'bar' ? 'line' : mark,\n encodings\n },\n chooseBy: \"effectiveness\",\n}, schema);","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":1301,"value":"vlTree = cql.result.mapLeaves(output.result, function (item) {\n return item//.toSpec();\n});","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":1309,"value":"c_spec = vlTree.items[0].toSpec()","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":1311,"value":"c_spec1 = {\n var s = c_spec;\n s.data = {name: 'projection'};\n s.width = viz.width ?? 600;\n s.height = height;\n s.datasets = {projection}\n var r = {}\n Object.entries(viz_spec.independent_scales).filter(([k,v]) => v == true).forEach(([k,v]) => { r[k] = 'independent' })\n s.resolve = {scale: r}\n if (mark == \"bar\") s.mark = \"bar\"; //{\"type\": \"bar\", \"tooltip\": true};\n var p = s.mark;\n s.mark = {type: p, tooltip:true}\n if (mark == \"line\") s.mark.point = true\n \n s[\"config\"] ={\"legend\": {\"disable\": true}}\n\n //s['encoding']['x']['axis']['labelAngle'] = 0 //.x.axis.labelAngle=0// = {\"orient\": \"top\", \"labelAngle\":0};\n\n return s\n}","pinned":false,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":2530,"value":"#### TODO\n\nget more things into vizes spec:\n- domains\n- formula filter fn\n- perf RE switching models\n\nnumbers overlay, impacts/overlay\n\nMake interactions tracking and see if adding UI for it is easy, setup interactions charts","pinned":false,"hidden":false,"mode":"md","author":"$undefined","summary":"$undefined","output":"","database":"$undefined"},{"id":2710,"value":"q = new URLSearchParams(location.search)","pinned":true,"hidden":false,"mode":"ojs","author":"$undefined","summary":"$undefined","output":"$undefined","database":"$undefined"},{"id":203,"value":"## credits\n\nmade with 💖 and [calculang](https://github.com/calculang)","pinned":false,"hidden":false,"mode":"md","author":"$undefined","summary":"$undefined","output":"","database":"$undefined"}],"files":"$W34","stdlib":"1","titling":"auto"}} 2e:"$2d:body"