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okama Planner v0.2.0 — neutral Excel reports

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@chilango74 chilango74 released this 07 Oct 10:58

Neutral English Excel reports for saved household forecasts, under MIT.

  • Optional reports extra with independently configurable company, contacts, accent color and local logo.
  • Summary, monthly Budget, separate portfolio/net-capital Balance, Goals, both scenarios' Assumptions and Comparison, source Ledger and editing/licensing Instructions.
  • Budget subtotals and scenario differences use Excel formulas. Forecast results stay fixed: change the request and rerun Planner to change financial assumptions.
  • Two entirely synthetic branded workbooks are attached. Both were recalculated with LibreOffice: 298 formulas each, zero errors; their numerical values match across brands. Layout was visually checked.
  • 225 tests and Ruff pass locally. The wheel with optional dependencies was installed in a clean environment without private lfp; both saved JSON results and a native forecast result exported successfully.

Configuration and boundaries: report guide.
The layout and fictional logos were created independently; no private templates or client records are used.
Gamma/equivalent alpha, goal-specific investment portfolios, country tax/FX models and a web UI remain unavailable. Financial calculation logic is unchanged.

The attached workbooks already contain cached formula values. Newly generated workbooks need Excel/LibreOffice recalculation before consumers read cached values. Wheel, sdist and both workbooks are covered by SHA256SUMS.