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Add pensions module and integrate with tax report

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Adds a full pensions feature: SIPP/workplace DC/LISA account metadata,
contribution recording with relief-at-source/net-pay/salary-sacrifice
gross calculations, state pension tracker, annual allowance monitor,
and LISA summary. Pension contributions feed into the tax report
(RAS gross totals, allowance used). Includes two Alembic migrations,
backend service/schema/API, and full frontend pensions page with
cards for allowance, state pension, LISA, and retirement projection.

Also fixes CSRF cookie secure flag (must be false for HTTP deployments)
and extends tax schemas/service to expose pension data in the report.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
megaproxy 2026-04-28 09:59:01 +00:00
parent b30e8e577b
commit 1a2c8efd01
30 changed files with 3537 additions and 8 deletions
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2
backend/app/db/models/__init__.py
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@ -12,10 +12,12 @@ from app.db.models.currency import Currency, ExchangeRate
from app.db.models.net_worth_snapshot import NetWorthSnapshot
from app.db.models.audit_log import AuditLog
from app.db.models.tax import TaxRateConfig, TaxProfile, Payslip, ManualCGTDisposal
from app.db.models.pension import PensionMetadata, PensionContribution, StatePensionRecord
__all__ = [
"User", "Session", "Account", "Category", "Transaction", "Budget",
"Asset", "AssetPrice", "InvestmentHolding", "InvestmentTransaction",
"Currency", "ExchangeRate", "NetWorthSnapshot", "AuditLog",
"TaxRateConfig", "TaxProfile", "Payslip", "ManualCGTDisposal",
"PensionMetadata", "PensionContribution", "StatePensionRecord",
]