Income Ladder Snapshot

A static advisor tool for turning a private Income Ladder workbook into a concise client-ready PDF. Excel remains the source of truth; the app only reads an uploaded workbook in the browser and renders a clean web preview plus a compact print report.

No backend, database, authentication, serverless functions, analytics, or paid services are used.

What the App Does

• Lets an advisor upload a local .xlsx, .xls, or .xlsm Income Ladder workbook.
• Parses displayed workbook values locally in browser memory.
• Summarizes annual cash flow, shortfall timing, distributions, withdrawals, and upcoming maturities.
• Adds report metadata fields for client name, prepared by, and report date.
• Generates a client PDF through the browser print flow.
• Clears all visible report data from React state when the advisor clears the report.

Tech Stack

• Vite
• React
• TypeScript
• Tailwind CSS
• Recharts
• SheetJS/xlsx

Run Locally

npm install
npm run dev

Vite will print the local URL in the terminal.

Build

npm run build

The production build is written to dist/ and is fully static.

GitHub Pages Deployment From main

This repo is configured for a GitHub Project Page:

https://fernando-ace.github.io/Income-Ladder-Snapshot/

vite.config.ts keeps the required project base path:

base: "/Income-Ladder-Snapshot/"

In GitHub Pages settings, use:

Source: Deploy from a branch
Branch: main
Folder: / (root)

Before pushing, run:

npm run build:pages

That command builds the Vite app, syncs the latest built bundle into root assets/, and updates the GitHub Pages fallback in index.html so the main branch can serve the app directly. This repo no longer uses a gh-pages branch.

Privacy

The app is fully static and local-only. Uploaded workbooks are parsed locally in the browser and are not uploaded to a backend.

Workbook contents are kept in React memory state only. The app does not persist uploaded workbook data to localStorage, sessionStorage, IndexedDB, cookies, URL params, backend APIs, analytics, or external services.

Real advisor or client workbooks should never be committed to this repo or placed in /public. The local advisor workbook used during development is not part of the public app.