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Add endowment spending distribution, move planning docs to private

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- Add IPEDS F2H03C (spending distribution for current use) to endowment schema, loader, queries, and dashboard
- Endowment tab now shows spend rate alongside investment return rate
- Move planning docs to planning/ directory (gitignored)
- Update data dictionary

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
emfurst 2026-04-01 07:27:57 -04:00
commit a766f6ff0d
8 changed files with 22 additions and 344 deletions
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src/admin_analytics/ipeds/finance.py
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@ -47,6 +47,7 @@ F2_ENDOWMENT_VARIANTS = {
"endowment_eoy": ["F2H02"],
"new_gifts": ["F2H03A"],
"net_investment_return": ["F2H03B"],
"spending_distribution": ["F2H03C"],
"other_changes": ["F2H03D"],
"total_private_gifts": ["F2D08"],
"total_investment_return": ["F2D10"],
@ -55,7 +56,7 @@ F2_ENDOWMENT_VARIANTS = {
ENDOWMENT_COLUMNS = [
"unitid", "year", "endowment_boy", "endowment_eoy", "new_gifts",
"net_investment_return", "other_changes", "total_private_gifts",
"net_investment_return", "spending_distribution", "other_changes", "total_private_gifts",
"total_investment_return", "long_term_investments",
]