Chart Room

What this screen is for

The Chart Room is a read-only view of one household for a meeting: a map of the people and entities, a lifeline from this year to age 100 with goals, advice, life events and pension phases on it, the published projection drawn underneath, and a strip of what needs attention. Nothing on it can be edited. Every detail panel ends in one link to the screen that owns the edit.

Pick a household from the list at the top, which holds every household in the firm by name; the page also opens on a household named in the address or already active elsewhere in Aether. A household that is not yours to see is reported as not found rather than as empty.

Where the money comes from

The net wealth line is drawn only from a published general projection, using the combined household figures stored with that publication at the time it was published. A year whose value is missing is dropped from the line, never drawn as $0. The page never calculates, extends or smooths a series.

The Published projection list offers every general publication for the household, newest first, labelled with its name and publish date, and the newest is drawn by default. A publication from a run that modelled nobody is left out of the list. With no publication at all the list reads “No published projection” and the plot area links to Projections to calculate and publish one.

Where a resilience fan was stored with that publication when it was published, its 10th to 90th percentile bands are drawn under the line, and a note under the plot says how many simulated market sequences produced them and that they are not a prediction. Bands are drawn only when their years match the published line exactly; otherwise the single line is drawn as before. In adviser view the note also names the date the fan was computed and its seed.

Beyond the last modelled year the plot is shaded “Unmodelled” with a link to extend the projection. Hovering the line shows the year, the youngest client’s age that year, and the published figure.

Two things on the lifeline come from the projection workspace as it stands now, not from the publication: the life-event markers and the pension phases. Their detail panel says so. If the workspace has been edited since it was published, these markers describe the edited workspace while the line describes the publication.

The household map

The map places the household’s clients in the top band, children and key relatives in the middle, and entities at the bottom. Children come from the fact-find and connect to every client in the household, because the fact-find does not record which parent a child belongs to. Relatives are drawn only when their relationship is parent, sibling, adult child or grandchild, and hang off the primary client or the partner as the fact-find says. There is no line between the two clients.

Entities come from the fact-find’s entity list, matched by name to the household’s business entity records. Where an entity has structured roles recorded, one labelled line is drawn per client and role. Where it has none, a dashed line is drawn to any client whose name appears in the entity’s director, shareholder, trustee, appointor, beneficiary or member text; that line carries no label, and the detail panel says it is a recorded association, not an ownership percentage.

The map shows at most twenty-four people and entities. Clients are always shown; beyond them, children, relatives and entities fill the remaining places in that order, and the rest are hidden behind a Show all (+N more) control. Long names are cut to twenty-two characters on the map; the full name is in the detail panel.

Selecting a person or entity opens a panel with their role, age or date of birth, and, in adviser view, a count of linked accounts. That count reads the older CRM account list, which the fact-find does not write to, so a client whose accounts were recorded through the fact-find can show zero.

The lifeline

The lifeline runs from this year to the year the youngest client turns 100, using dates of birth. Without a date of birth it falls back to the ages in the selected publication’s workspace, and without those it shows calendar years only, through the last modelled year or forty years out; in both fallback cases a note under the timeline says so. The age shown against each year is the youngest client’s.

Four lanes:

Lane	What is on it
Life events	Events in the projection workspace, other than phased retirement and pension commencement. Hidden entirely in Present.
Goals	Every goal recorded for the household or its clients, placed at its target year or date; one with neither sits under “No date” in the list
Advice moments	Every recommendation for a client in the household, placed in the year it was last updated
Pension phases	Each person’s retirement, at the workspace’s retirement age; phased retirement and pension commencement events

Several items in one year on one lane collapse into a single marker with a count; selecting it highlights that year’s group in the Timeline events list below, where each item is listed on its own. Items with no date sit under “No date” in the list and get no marker. The year control under the timeline moves a cursor across every layer, and Zoom in, Zoom out and 100% change the visible span.

Selecting an advice moment shows its status and, in adviser view, its validity, with a Show working button where a calculation trace exists, and links to Advice. A goal links to the fact-find. An event or pension phase links to Projections.

Needs attention

In adviser view the strip lists up to twelve items, in this order:

Badge	What qualifies
Overdue	An open task for the household with a due date before today, or the household’s next review date if it has passed
Advice validity	A recommendation whose validity is stale, outdated or expired
Upcoming	An open task due within the next ninety days, or the household review if due within ninety days
Implementation	A pending step on an open implementation checklist

Within a badge, earlier dates come first. A task with no due date, or one due more than ninety days out, does not appear. The strip does not say how many items were cut by the cap of twelve; when there is nothing to show it reads that nothing needs attention. Selecting an item highlights it on the map or lifeline and moves the year cursor; it does not open a panel.

Present

Present puts the page into client-safe view and switches Aether’s meeting mode on for this household, which locks the household pickers on other screens to this household until you exit. In client-safe view:

• The lifeline shows only goals and advice moments marked visible to the portal, and no life events at all.
• The attention strip becomes a list of next steps: portal-visible goals, then portal-visible advice, then pending steps owned by the client or by either party, capped at six. It carries no task descriptions, assignees, notes or staleness reasons, because the list it is built from has no place for them.
• Detail panels drop the linked-account count, the validity line and the Show working button, and the workspace annotations are described as the projection plan.
• The fan note keeps the qualifier and drops the computed date and seed.

An Adviser detail toggle appears while presenting so you can flip to the full view and back without leaving presentation. Exit presentation restores adviser view and switches meeting mode off. Escape closes an open panel first; a second Escape exits.

What this page does not do

• Draw money from anything but a publication. The working projection, however current, is not plotted until it is published.
• Say how many attention items were cut. Both lists are capped without a count.
• Infer a retirement or pension phase from balances or age rules; only a retirement age set in the workspace, or a pension event, places one.
• Edit anything.