Repository navigation
okama Planner v0.2.0 — neutral Excel reports
Neutral English Excel reports for saved household forecasts, under MIT.
- Optional
reportsextra 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.