From 0408f7082052a2b9e27787aad8415fab79b7c37b Mon Sep 17 00:00:00 2001
From: Miguel Velasco <Miguel.velasco@me.com>
Date: Thu, 19 Feb 2026 22:07:53 -0500
Subject: [PATCH 1/2] feat: Add functionality to export longevity analysis
 projection data to CSV.

---
 src/components/features/LongevityAnalysis.tsx | 14 +++-
 src/utils/exportCsv.ts                        | 66 +++++++++++++++++++
 2 files changed, 78 insertions(+), 2 deletions(-)
 create mode 100644 src/utils/exportCsv.ts

diff --git a/src/components/features/LongevityAnalysis.tsx b/src/components/features/LongevityAnalysis.tsx
index 19dcf03..aef1629 100644
--- a/src/components/features/LongevityAnalysis.tsx
+++ b/src/components/features/LongevityAnalysis.tsx
@@ -2,7 +2,8 @@ import React from 'react';
 import { LongevityResult, UserProfile } from '../../types';
 import { AreaChart, Area, XAxis, YAxis, CartesianGrid, Tooltip as RechartsTooltip, ResponsiveContainer, BarChart, Bar, Legend } from 'recharts';
 import Tooltip from '../common/Tooltip';
-import { AlertTriangle, CheckCircle, HelpCircle } from 'lucide-react';
+import { AlertTriangle, CheckCircle, HelpCircle, Download } from 'lucide-react';
+import { exportLongevityToCsv } from '../../utils/exportCsv';
 
 interface LongevityAnalysisProps {
   longevity: LongevityResult;
@@ -72,7 +73,16 @@ const LongevityAnalysis: React.FC<LongevityAnalysisProps> = ({ longevity, profil
 
       {/* Chart */}
       <div className="bg-white dark:bg-slate-900 p-6 rounded-xl border border-slate-200 dark:border-slate-800 shadow-sm min-h-[400px] transition-colors">
-        <h3 className="text-lg font-bold text-slate-800 dark:text-white mb-4">Portfolio Balance Projection</h3>
+        <div className="flex justify-between items-center mb-4">
+          <h3 className="text-lg font-bold text-slate-800 dark:text-white">Portfolio Balance Projection</h3>
+          <button
+            onClick={() => exportLongevityToCsv(projection)}
+            className="flex items-center gap-2 px-3 py-1.5 text-sm font-medium text-slate-700 bg-white border border-slate-300 rounded-lg hover:bg-slate-50 focus:outline-none focus:ring-2 focus:ring-slate-500 focus:border-slate-500 dark:bg-slate-800 dark:text-slate-200 dark:border-slate-600 dark:hover:bg-slate-700 transition-colors"
+          >
+            <Download className="w-4 h-4" />
+            Export to CSV
+          </button>
+        </div>
         <div className="h-[300px] w-full">
           <ResponsiveContainer width="100%" height="100%">
             <AreaChart
diff --git a/src/utils/exportCsv.ts b/src/utils/exportCsv.ts
new file mode 100644
index 0000000..8070f20
--- /dev/null
+++ b/src/utils/exportCsv.ts
@@ -0,0 +1,66 @@
+import { YearProjection } from '../types';
+
+export const exportLongevityToCsv = (projection: YearProjection[]) => {
+    if (!projection || projection.length === 0) return;
+
+    const headers = [
+        'Age',
+        'Year',
+        'Total Assets',
+        'Brokerage Balance',
+        'Trad IRA Balance',
+        'Roth IRA Balance',
+        'HSA Balance',
+        'Total Withdrawal',
+        'Brokerage Withdrawal',
+        'Trad IRA Withdrawal',
+        'Roth IRA Withdrawal',
+        'HSA Withdrawal',
+        'Early Withdrawal Penalty',
+        'RMD Amount',
+        'Social Security Income',
+        'Pension Income',
+        'Dividend Income',
+        'Estimated Tax',
+        'Effective Tax Rate (%)'
+    ];
+
+    const rows = projection.map(data => {
+        // Math.round to match the displayed values which are generally rounded for ease of reading
+        return [
+            data.age,
+            data.year,
+            Math.round(data.totalAssets),
+            Math.round(data.brokerage),
+            Math.round(data.traditionalIRA),
+            Math.round(data.rothIRA),
+            Math.round(data.hsa),
+            Math.round(data.withdrawal),
+            Math.round(data.withdrawalBrokerage),
+            Math.round(data.withdrawalTrad),
+            Math.round(data.withdrawalRoth),
+            Math.round(data.withdrawalHSA),
+            Math.round(data.earlyWithdrawalPenalty || 0),
+            Math.round(data.rmdAmount || 0),
+            Math.round(data.socialSecurityIncome || 0),
+            Math.round(data.pensionIncome || 0),
+            Math.round(data.dividendIncome || 0),
+            Math.round(data.estimatedTax || 0),
+            data.effectiveTaxRate ? (data.effectiveTaxRate * 100).toFixed(2) : '0.00'
+        ];
+    });
+
+    const csvContent = [
+        headers.join(','),
+        ...rows.map(row => row.join(','))
+    ].join('\n');
+
+    const blob = new Blob([csvContent], { type: 'text/csv;charset=utf-8;' });
+    const url = URL.createObjectURL(blob);
+    const link = document.createElement('a');
+    link.setAttribute('href', url);
+    link.setAttribute('download', 'fiscal_sunset_longevity_projection.csv');
+    document.body.appendChild(link);
+    link.click();
+    document.body.removeChild(link);
+};

From c23eb63860571ea4860bfb590a4edab55fbe290e Mon Sep 17 00:00:00 2001
From: Miguel Velasco <Miguel.velasco@me.com>
Date: Mon, 23 Feb 2026 20:38:43 -0500
Subject: [PATCH 2/2] feat: Add GitHub Copilot instructions to .gitignore

---
 .gitignore | 1 +
 1 file changed, 1 insertion(+)

diff --git a/.gitignore b/.gitignore
index c3b9e3c..435c512 100644
--- a/.gitignore
+++ b/.gitignore
@@ -29,6 +29,7 @@ gcpdeploy.md
 deploy.sh
 todo.md
 .agent/*
+.github/copilot-instructions.md
 
 .agent/*