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Wealth module - #528

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justin-ven merged 69 commits into
simpaths:developfrom
justin-ven:wealth-module
Sep 30, 2026
Merged

justin-ven merged 69 commits into
simpaths:developfrom
justin-ven:wealth-module

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@justin-ven

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This pull request extends model functionality, adding support for pension wealth, housing wealth, mortgage debt, high-cost unsecured loans and other (financial) assets. See related documentation for further details.

@amorison amorison self-assigned this Sep 28, 2026

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I think those changes do come as a step in the right direction regarding spreading responsibilities in smaller classes rather than Person handling more and more things and growing unmanaged. It's also great to have added some tests for those new classes in the benefit unit.

I have left a set of comments, but they're more about small details than any serious problem with this set of changes. I would like to point out however that it would certainly be preferable to keep the scope of PRs as small as possible in the future, this one introduces many unrelated changes (the wealth feature itself, but also CSV serialisation, renamings and other small refactoring operations...). While I think many of those changes go in the right direction, it makes the review harder to perform and to test the changes in isolation (in particular since our integration tests are not robust). I do have some concerns about the changes relating to CSV serialisation, see the comments there.

Comment thread input/time_series_factor.xlsx Outdated
Comment thread src/main/java/simpaths/data/CSV/example/Tag.java Outdated
Comment thread src/main/java/simpaths/data/CSV/CsvToObjectLoader.java Outdated
Comment thread src/main/java/simpaths/data/CSV/CsvToObjectLoader.java Outdated
Comment thread src/main/java/simpaths/data/filters/Filters.java Outdated
Comment thread src/main/java/simpaths/model/benefitunit/WealthFinancial.java Outdated
Comment thread src/main/java/simpaths/model/benefitunit/WealthFinancial.java Outdated
Comment thread src/main/java/simpaths/model/Person.java Outdated
Comment thread src/main/java/simpaths/model/Person.java Outdated
justin-ven and others added 3 commits September 29, 2026 16:33
This is not business code, and not very informative anyway.
@amorison

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@justin-ven thanks for all these fixes. There are three small remaining comments, which are folded by github even now that the other items have been resolved so I suspect you've missed them (you have to click on "load more" above to see them).

@amorison

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All good for me now, feel free to merge if this is ready from your point of view.

@justin-ven
justin-ven merged commit 6f3cc1f into simpaths:develop Sep 30, 2026
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@justin-ven
justin-ven deleted the wealth-module branch October 17, 2026 13:11
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4 participants