@tasksai/install 0.1.38 → 0.1.40

package/runtime/workflows/realtor/seller_offer/scripts/build_workbook.mjs

@@ -0,0 +1,233 @@
+// Optional host adapter. Requires @oai/artifact-tool; the core engine does not.
+import fs from 'node:fs/promises';
+import path from 'node:path';
+import { Workbook, SpreadsheetFile } from '@oai/artifact-tool';
+
+const [input, output] = process.argv.slice(2);
+if (!input || !output) throw new Error('Usage: build_workbook.mjs result.json NEW_OUTPUT_DIR');
+const data = JSON.parse(await fs.readFile(input, 'utf8'));
+const wb = Workbook.create();
+const summary = wb.worksheets.add('Comparison');
+const inputs = wb.worksheets.add('Offer inputs');
+const costs = wb.worksheets.add('Costs');
+const evidence = wb.worksheets.add('Evidence');
+const queue = wb.worksheets.add('Verification');
+const navy = '#233E53', pale = '#F0F4F8', ink = '#1B2935';
+const currency = '"$"#,##0.00;("$"#,##0.00);"$"0.00';
+const literal = x => typeof x === 'string' && /^[=+@-]/.test(x) ? "'" + x : x;
+const q = s => '"' + String(s).replaceAll('"', '""') + '"';
+const at = (s, address, val) => { s.getRange(address).values = [[literal(val ?? 'Not supplied')]]; };
+const f = (s, address, formula) => { s.getRange(address).formulas = [[formula]]; };
+const stamp = v => v ? new Date(`${v}T00:00:00Z`) : 'Source date not supplied';
+function base(s, lastCol, rows, widths) {
+  const range = s.getRange(`A1:${lastCol}${Math.max(6, rows)}`);
+  range.format.font = {name:'Arial', size:11, color:ink};
+  range.format.rowHeight = 25;
+  range.format.verticalAlignment = 'center';
+  s.showGridLines = false;
+  widths.forEach((w,i) => { s.getRangeByIndexes(0,i,Math.max(6, rows),1).format.columnWidth = w; });
+}
+function heading(s, row, names) {
+  s.getRangeByIndexes(row-1,0,1,names.length).values = [names];
+  s.getRangeByIndexes(row-1,0,1,names.length).format = {fill:navy, font:{name:'Arial', size:11, bold:true, color:'#FFFFFF'}, wrapText:true, rowHeight:36};
+}
+function band(s, row, cols) {
+  if (row % 2 === 0) s.getRangeByIndexes(row-1,0,1,cols).format.fill = pale;
+}
+base(inputs,'G',100,[15,23,36,36,18,28,33]);
+at(inputs,'A2','Offer inputs');
+inputs.getRange('A2').format.font = {name:'Arial',size:16,bold:true};
+at(inputs,'A3','Edit column C for scenarios; column D preserves the generated input. Regenerate all files after edits.');
+heading(inputs,5,['Offer','Field','Editable value','Original value','Source','Location','Recorded confirmation']);
+const priceRows = {}, termRows = {}, originalComparisons = {};
+let ir = 6;
+for (const offer of data.offers) {
+  originalComparisons[offer.id] = [];
+  termRows[offer.id] = {};
+  for (const [key,val] of [['price',offer.price],['earnest_money',offer.earnest_money],...Object.entries(offer.terms)]) {
+    const ev = data.evidence.find(x => x.target === `${offer.id}.${key}`);
+    let typed = val ?? 'Not supplied';
+    if (val !== null && ['price','earnest_money'].includes(key)) typed = Number(val);
+    if (val && key === 'closing') typed = stamp(val);
+    inputs.getRange(`A${ir}:G${ir}`).values = [[offer.id,key.replaceAll('_',' '),literal(typed),literal(typed),ev?.source_id ?? 'Missing',literal(ev?.locator ?? 'Missing'),literal(ev?.verified_by ? `${ev.verified_by} on ${ev.verified_on}` : 'Not confirmed')]];
+    inputs.getRange(`C${ir}`).format.font.color = '#0000FF';
+    inputs.getRange(`A${ir}:G${ir}`).format.wrapText = true;
+    inputs.getRange(`E${ir}`).format.horizontalAlignment = 'center';
+    if (['price','earnest_money'].includes(key)) inputs.getRange(`C${ir}:D${ir}`).setNumberFormat(currency);
+    if (key === 'closing' && val) inputs.getRange(`C${ir}:D${ir}`).setNumberFormat('yyyy-mm-dd');
+    if (key === 'price') priceRows[offer.id] = ir;
+    termRows[offer.id][key] = ir;
+    originalComparisons[offer.id].push(`'Offer inputs'!C${ir}='Offer inputs'!D${ir}`);
+    inputs.getRange(`A${ir}:G${ir}`).format.rowHeight = 66;
+    band(inputs,ir,7);
+    ir++;
+  }
+}
+inputs.freezePanes.freezeRows(5);
+base(costs,'L',400,[13,30,15,17,10,14,13,15,18,18,18,18]);
+at(costs,'A2','Seller costs');
+costs.getRange('A2').format.font = {name:'Arial',size:16,bold:true};
+at(costs,'A3','D uses dollars for fixed and daily amounts, percent points for percent items. Blue text is editable.');
+at(costs,'A4','J is the signed base effect. K and L are conditional adjustments, not complete proceeds. Source details are in Evidence.');
+heading(costs,5,['Offer','Item','Calculation','Amount or rate','Days','Direction','Payer','Treatment','Computed amount','Base effect','Low adjustment','High adjustment']);
+const costSpans = {};
+let cr = 6;
+for (const offer of data.offers) {
+  const start = cr;
+  for (const line of offer.costs) {
+    const a = line.amount;
+    const raw = a.kind === 'percent' ? a.rate : a.kind === 'per_diem' ? a.daily_rate : a.value;
+    const v = raw == null ? 'Not supplied' : Number(raw);
+    const days = a.kind === 'per_diem' ? (a.days ?? 'Not supplied') : '';
+    const vals = [offer.id,`${line.id}: ${line.label}`,a.kind,v,days,line.direction,line.payer,line.treatment];
+    costs.getRange(`A${cr}:H${cr}`).values = [vals.map(literal)];
+    costs.getRange(`C${cr}:H${cr}`).format.font.color = '#0000FF';
+    costs.getRange(`B${cr}`).format.wrapText = true;
+    costs.getRange(`A${cr}:L${cr}`).format.rowHeight = 45;
+    const p = `'Offer inputs'!C${priceRows[offer.id]}`;
+    f(costs,`I${cr}`,`=IF(AND(ISNUMBER(D${cr}),D${cr}>=0),IF(C${cr}="fixed",IF(ROUND(D${cr},2)=D${cr},D${cr},"Check cents"),IF(C${cr}="percent",IF(AND(D${cr}<=100,ISNUMBER(${p}),${p}>0),ROUND(${p}*D${cr}/100,2),"Check price or rate"),IF(C${cr}="per_diem",IF(AND(ISNUMBER(E${cr}),E${cr}>=0,E${cr}<=3660,MOD(E${cr},1)=0,ROUND(D${cr},2)=D${cr}),ROUND(D${cr}*E${cr},2),"Check days or cents"),"Check calculation"))),"Amount not supplied")`);
+    const allocation = `AND(OR(F${cr}="deduction",F${cr}="credit"),OR(G${cr}="seller",G${cr}="buyer",G${cr}="unknown"),OR(H${cr}="base",H${cr}="conditional",H${cr}="excluded"))`;
+    f(costs,`J${cr}`,`=IF(${allocation},IF(OR(G${cr}="buyer",H${cr}="excluded"),0,IF(ISNUMBER(I${cr}),IF(AND(G${cr}="seller",H${cr}="base"),IF(F${cr}="deduction",-I${cr},I${cr}),0),"Amount not supplied")),"Check allocation")`);
+    for (const [col,direction] of [['K','deduction'],['L','credit']]) {
+      f(costs,`${col}${cr}`,`=IF(${allocation},IF(OR(G${cr}="buyer",H${cr}="excluded"),0,IF(ISNUMBER(I${cr}),IF(AND(OR(G${cr}="unknown",H${cr}="conditional"),F${cr}=${q(direction)}),${direction === 'deduction' ? '-' : ''}I${cr},0),"Amount not supplied")),"Check allocation")`);
+    }
+    for (const [index,val] of vals.entries()) {
+      if (index < 2) continue;
+      const col = String.fromCharCode(65+index);
+      originalComparisons[offer.id].push(`'Costs'!${col}${cr}=${typeof val === 'number' ? val : q(val)}`);
+    }
+    band(costs,cr,12);
+    cr++;
+  }
+  costSpans[offer.id] = [start,cr-1];
+}
+costs.getRange(`D6:D${cr-1}`).setNumberFormat('0.00####');
+costs.getRange(`I6:L${cr-1}`).setNumberFormat(currency);
+costs.getRange(`C6:C${cr-1}`).dataValidation = {rule:{type:'list',values:['fixed','percent','per_diem']}};
+costs.getRange(`F6:F${cr-1}`).dataValidation = {rule:{type:'list',values:['deduction','credit']}};
+costs.getRange(`G6:G${cr-1}`).dataValidation = {rule:{type:'list',values:['seller','buyer','unknown']}};
+costs.getRange(`H6:H${cr-1}`).dataValidation = {rule:{type:'list',values:['base','conditional','excluded']}};
+costs.freezePanes.freezeRows(5);
+const endCol = String.fromCharCode(65+data.offers.length);
+base(summary,endCol,27,[29,...data.offers.map(()=>34)]);
+at(summary,'A2',data.route === 'single_offer_estimate' ? 'Seller offer estimate' : 'Seller offer comparison');
+summary.getRange('A2').format.font = {name:'Arial',size:17,bold:true};
+at(summary,'A3',`As of ${data.as_of}. USD. Professional review required.`);
+at(summary,'A4',data.example ? 'Demonstration using fictional records. Not an actual transaction.' : 'Preliminary estimates. No offer selected or communicated.');
+heading(summary,6,['Term',...data.offers.map(x=>x.label)]);
+const labels = ['Offer price','Base deductions','Base credits','Known subtotal','Conditional low','Conditional high','Calculation scope','Earnest money','Financing','Financing evidence','Contingencies','Closing','Possession','Expiration'];
+labels.forEach((x,i)=>at(summary,`A${7+i}`,x));
+for (const [i,offer] of data.offers.entries()) {
+  const col = String.fromCharCode(66+i);
+  const [start,end] = costSpans[offer.id];
+  const j = `'Costs'!J${start}:J${end}`, k = `'Costs'!K${start}:K${end}`, l = `'Costs'!L${start}:L${end}`;
+  const n = end-start+1;
+  f(summary,`${col}7`,`='Offer inputs'!C${priceRows[offer.id]}`);
+  f(summary,`${col}8`,`=IF(COUNT(${j})=${n},-SUMIF(${j},"<0",${j}),"Input needed")`);
+  f(summary,`${col}9`,`=IF(COUNT(${j})=${n},SUMIF(${j},">0",${j}),"Input needed")`);
+  f(summary,`${col}10`,`=IF(AND(ISNUMBER(${col}7),${col}7>0,ROUND(${col}7,2)=${col}7,COUNT(${j})=${n}),${col}7+SUM(${j}),"Input needed")`);
+  for (const [r,range,bound] of [[11,k,'net_low'],[12,l,'net_high']]) {
+    if (offer[bound] === null) at(summary,`${col}${r}`,'Not established - resolve inputs');
+    else f(summary,`${col}${r}`,`=IF(AND(ISNUMBER(${col}10),COUNT(${range})=${n}),${col}10+SUM(${range}),"Input needed")`);
+  }
+  f(summary,`${col}13`,`=IF(AND(${originalComparisons[offer.id].join(',')}),${q(offer.estimate_complete ? 'Financial inputs accounted for; professional review required' : 'Unresolved inputs remain; see Verification')},"Inputs changed; review and regenerate all files")`);
+  ['earnest_money','financing','financing_evidence','contingencies','closing','possession','expiration'].forEach((key,jj)=>f(summary,`${col}${14+jj}`,`='Offer inputs'!C${termRows[offer.id][key]}`));
+  summary.getRange(`${col}7:${col}12`).setNumberFormat(currency);
+  summary.getRange(`${col}14`).setNumberFormat(currency);
+  summary.getRange(`${col}18`).setNumberFormat('yyyy-mm-dd');
+  summary.getRange(`${col}7:${col}20`).format.font.color = '#008000';
+}
+summary.getRange(`A7:${endCol}20`).format.wrapText = true;
+summary.getRange(`A7:${endCol}20`).format.rowHeight = 38;
+summary.getRange(`A13:${endCol}13`).format.rowHeight = 63;
+summary.getRange(`A16:${endCol}17`).format.rowHeight = 72;
+summary.getRange(`A10:${endCol}10`).format.borders = {top:{style:'thin',color:navy}};
+summary.getRange(`A10:${endCol}10`).format.font.bold = true;
+at(summary,'A22','Earnest money is informational only. It is not another proceeds deduction or credit.');
+at(summary,'A23','Word and HTML are snapshots. Regenerate them after changing the inputs.');
+at(summary,'A24','Conditional bounds cover listed items only. Missing cost categories prevent a complete estimate.');
+at(summary,'A25','Sources, confirmations, exclusions and missing items are recorded on the other tabs.');
+base(evidence,'F',data.evidence.length+5,[29,40,18,30,34,18]);
+at(evidence,'A2','Evidence references');
+at(evidence,'A3','Recorded confirmations are supplied data, not independent professional validation.');
+heading(evidence,5,['Field','Source document','Source date','Location','Recorded verifier','Verification date']);
+data.evidence.forEach((e,i)=>{
+  const r=i+6;
+  evidence.getRange(`A${r}:F${r}`).values = [[e.target,`${e.source_id ?? 'Missing'}: ${e.source_title ?? 'Missing source'}`,stamp(e.source_date),literal(e.locator ?? 'Missing'),literal(e.verified_by ?? 'Not confirmed'),e.verified_on ? stamp(e.verified_on) : 'Not supplied']];
+  evidence.getRange(`C${r}`).setNumberFormat('yyyy-mm-dd');
+  evidence.getRange(`F${r}`).setNumberFormat('yyyy-mm-dd');
+  evidence.getRange(`C${r}`).format.horizontalAlignment='center';
+  evidence.getRange(`F${r}`).format.horizontalAlignment='center';
+  evidence.getRange(`A${r}:F${r}`).format.wrapText=true;
+  evidence.getRange(`A${r}:F${r}`).format.rowHeight=55;
+  band(evidence,r,6);
+});
+evidence.freezePanes.freezeRows(5);
+const questionRows = data.presentation
+  ? data.presentation.questions.map(x=>[x.label,x.messages.join(' '),x.owner])
+  : data.verification_queue.map(x=>[x.target,x.message,x.owner]);
+const reviewRows = data.presentation
+  ? data.presentation.review_checks.map(x=>[x.source,`Review extracted fields against this source: ${x.fields.join(', ')}.`,x.owner])
+  : [];
+const qrows = [...questionRows,...reviewRows,...data.offers.flatMap(o=>o.costs.filter(c=>c.note).map(c=>[`${o.id}.${c.id}`,c.note,'Supplied allocation or scenario basis'])),...data.limits.map(x=>['Scope',x,'Listing professional'])];
+base(queue,'C',qrows.length+5,[27,82,33]);
+at(queue,'A2','Verification queue');
+at(queue,'A3','Resolve these items against authorized records. This sheet does not approve presentation.');
+heading(queue,5,['Field or scope','What to confirm','Responsible person or basis']);
+qrows.forEach((row,i)=>{
+  const r=i+6;
+  queue.getRange(`A${r}:C${r}`).values=[row.map(literal)];
+  queue.getRange(`A${r}:C${r}`).format.wrapText=true;
+  queue.getRange(`A${r}:C${r}`).format.rowHeight=Math.max(60,Math.ceil(row[1].length/82)*17,Math.ceil(row[0].length/27)*17);
+  band(queue,r,3);
+});
+queue.freezePanes.freezeRows(5);
+
+// Changes are a snapshot of this saved job revision, never a live scenario claim.
+if (data.job_context) {
+  const context = data.job_context;
+  const changes = wb.worksheets.add('Package changes');
+  base(changes, 'A', context.changes.length + 7, [125]);
+  at(changes, 'A2', 'Package changes');
+  changes.getRange('A2').format.font = {name:'Arial',size:16,bold:true};
+  at(changes, 'A3', `Revision ${context.revision_id.slice(0,8)}. Previous revision ${(context.parent_revision || 'None').slice(0,8)}.`);
+  at(changes, 'A4', 'Saved package history. Scenario edits do not change this history or the Word briefing. Revise the job to regenerate both files.');
+  changes.getRange('A4').format = {wrapText:true,rowHeight:45};
+  heading(changes, 6, ['What changed']);
+  context.changes.forEach((change, i) => {
+    at(changes, `A${i+7}`, change);
+    changes.getRange(`A${i+7}`).format = {wrapText:true,rowHeight:Math.max(45, Math.ceil(change.length / 115) * 18)};
+    band(changes, i+7, 1);
+  });
+}
+
+// Check the actual spreadsheet's calculated cells against the Decimal engine.
+const checks = [];
+for (const [i,offer] of data.offers.entries()) {
+  const c = String.fromCharCode(66+i);
+  const actual = summary.getRange(`${c}10`).values[0][0];
+  const allBaseKnown = offer.costs.every(x => x.computed_amount !== null || x.payer === 'buyer' || x.treatment === 'excluded');
+  if (offer.known_subtotal !== null && allBaseKnown) {
+    if (typeof actual !== 'number' || Math.abs(actual-Number(offer.known_subtotal)) > .001) throw new Error(`Workbook and engine disagree for ${offer.id}`);
+    checks.push({offer:offer.id,field:'known_subtotal',expected:offer.known_subtotal,actual});
+  }
+}
+const inspected = await wb.inspect({kind:'table',range:`Comparison!A6:${endCol}20`,include:'values,formulas',tableMaxRows:15,tableMaxCols:7,maxChars:12000});
+const errors = await wb.inspect({kind:'match',searchTerm:'#REF!|#DIV/0!|#VALUE!|#NAME\\?|#N/A|#NUM!|#NULL!|#SPILL!|#CALC!',options:{useRegex:true,maxResults:30},summary:'Formula error scan'});
+await fs.writeFile(path.join(output,'workbook-checks.json'),JSON.stringify({checks,inspection:inspected.ndjson,error_scan:errors.ndjson},null,2));
+if (/"(?:value|text|match)"\s*:\s*"#(?:REF|DIV|VALUE|NAME|N\/A|NUM|NULL|SPILL|CALC)/.test(errors.ndjson)) throw new Error('Workbook contains formula errors');
+const xlsx = await SpreadsheetFile.exportXlsx(wb);
+await xlsx.save(path.join(output,'seller-comparison.xlsx'));
+if (process.env.TASKSAI_RENDER_PREVIEWS === '1') {
+  const previewDir = path.join(output,'qa-previews');
+  await fs.mkdir(previewDir,{recursive:true});
+  for (const [sheetName,range,name] of [['Comparison',`A1:${endCol}25`,'comparison'],['Offer inputs',`A1:G${ir-1}`,'inputs'],['Costs',`A1:L${cr-1}`,'costs'],['Evidence',`A1:F${Math.min(18,data.evidence.length+5)}`,'evidence'],['Verification',`A1:C${qrows.length+5}`,'verification']]) {
+    const blob = await wb.render({sheetName,range,scale:1,format:'png'});
+    await fs.writeFile(path.join(previewDir,`${name}.png`),new Uint8Array(await blob.arrayBuffer()));
+  }
+  if (data.job_context) {
+    const blob = await wb.render({sheetName:'Package changes',range:`A1:A${data.job_context.changes.length+6}`,scale:1,format:'png'});
+    await fs.writeFile(path.join(previewDir,'changes.png'),new Uint8Array(await blob.arrayBuffer()));
+  }
+}
+console.log(JSON.stringify({workbook:'seller-comparison.xlsx',reconciled:checks.length}));

package/runtime/workflows/realtor/seller_offer/scripts/build_workbook.py

@@ -0,0 +1,163 @@
+"""Distributable Excel exporter. Decimal-engine values are cached; Excel recalculates scenarios.
+
+XlsxWriter does not evaluate formulas. Qualification separately opens/recalculates exported
+files; cached values alone must never be described as independent formula verification.
+"""
+from datetime import datetime
+from decimal import Decimal
+import json
+import math
+import xlsxwriter
+from xlsxwriter.utility import xl_col_to_name
+
+CURRENCY = '"$"#,##0.00;("$"#,##0.00);"$"0.00'
+
+
+def build(data, output):
+    wb = xlsxwriter.Workbook(str(output / 'seller-comparison.xlsx'),
+                             {'strings_to_formulas': False, 'strings_to_urls': False})
+    wb.set_properties({'title': 'Seller offer comparison', 'author': 'TasksAI'})
+    wb.set_calc_mode('auto')
+    formats = {}
+    def fmt(kind='body', money=False):
+        key = kind, money
+        if key not in formats:
+            style = {'font_name':'Arial', 'font_size':11, 'font_color':'#1B2935', 'valign':'vcenter', 'text_wrap':True}
+            if kind == 'heading': style.update(bg_color='#233E53', font_color='white', bold=True)
+            if kind == 'title': style.update(font_size=17, bold=True)
+            if kind == 'edit': style.update(font_color='blue', bg_color='#F0F4F8')
+            if kind == 'formula': style.update(font_color='#008000')
+            if money: style['num_format'] = CURRENCY
+            formats[key] = wb.add_format(style)
+        return formats[key]
+    def sheet(name, widths, title, note, headers, header_row=5):
+        s = wb.add_worksheet(name); s.hide_gridlines(2)
+        s.set_default_row(30); s.freeze_panes(header_row, 0)
+        for i,w in enumerate(widths): s.set_column(i,i,w,fmt())
+        s.merge_range(1,0,1,max(1,len(widths)-1),title,fmt('title'))
+        s.merge_range(2,0,2,max(1,len(widths)-1),note,fmt())
+        s.set_row(2,42); s.set_row(header_row-1,36)
+        for i,h in enumerate(headers): s.write(header_row-1,i,h,fmt('heading'))
+        s.set_landscape(); s.set_paper(1); s.fit_to_pages(1,0)
+        s.repeat_rows(0,header_row-1)
+        return s
+    def write(s,r,c,v,kind='body',money=False):
+        s.write(r-1,c, 'Not supplied' if v is None else v, fmt(kind,money))
+    def formula(s,r,c,f,v,money=False):
+        s.write_formula(r-1,c,f,fmt('formula',money),'Input needed' if v is None else v)
+    def num(v): return float(Decimal(v)) if v is not None else None
+    def quote(v): return '"'+str(v).replace('"','""')+'"'
+    offers = data['offers']
+    summary = sheet('Comparison',[29]+[34]*len(offers),'Seller offer comparison',
+                    f"As of {data['as_of']}. USD. Fictional records. Professional review required.",['Term']+[o['label'] for o in offers],6)
+    inputs = sheet('Offer inputs',[14,23,36,36,40,24,32],'Offer inputs',
+                   'Blue cells support scenarios. Original values remain in column D. Regenerate both files after edits.',
+                   ['Offer','Field','Editable value','Original value','Source','Location','Recorded confirmation'])
+    costs = sheet('Costs',[13,30,15,17,10,14,13,15,19,19,19,19],'Seller costs',
+                  'D uses dollars or percent points. J is base effect; K/L are conditional adjustments. Blue cells support scenarios.',
+                  ['Offer','Item','Calculation','Amount or rate','Days','Direction','Payer','Treatment','Computed amount','Base effect','Low adjustment','High adjustment'])
+    evidence = sheet('Evidence',[29,49,18,25,30,18,65],'Evidence references',
+                     'Check exact excerpts and locations against captured original documents. Recorded confirmations are not independent validation.',
+                     ['Field','Source document','Source date','Location','Recorded verifier','Verification date','Exact excerpt'])
+    queue = sheet('Verification',[27,82,33],'Verification queue','Resolve missing inputs and check sources. This sheet does not approve presentation.',
+                  ['Field or scope','What to confirm','Responsible person or basis'])
+    rows, originals, spans, terms = {}, {}, {}, {}
+    ir, cr = 6, 6
+    for offer in offers:
+        oid=offer['id']; rows[oid]={}; originals[oid]=[]; terms[oid]={}
+        for key,val in [('price',offer['price']),('earnest_money',offer['earnest_money']),*offer['terms'].items()]:
+            ev=next((x for x in data['evidence'] if x['target']==f'{oid}.{key}'),{})
+            typed=num(val) if key in ('price','earnest_money') else val
+            if key=='closing' and val:
+                typed=(datetime.fromisoformat(val)-datetime(1899,12,30)).days
+            vals=[oid,key.replace('_',' '),typed,typed,ev.get('source_id'),ev.get('locator'),f"{ev['verified_by']} on {ev['verified_on']}" if ev.get('verified_by') else 'Not confirmed']
+            for c,v in enumerate(vals): write(inputs,ir,c,v,'edit' if c==2 else 'body', key in ('price','earnest_money') and c in (2,3))
+            if key=='closing' and val:
+                datefmt=wb.add_format({'font_name':'Arial','num_format':'yyyy-mm-dd','font_color':'blue'})
+                inputs.write_number(ir-1,2,typed,datefmt);inputs.write_number(ir-1,3,typed,datefmt)
+            inputs.set_row(ir-1,66)
+            rows[oid][key]=ir; terms[oid][key]=typed
+            originals[oid].append(f"'Offer inputs'!C{ir}='Offer inputs'!D{ir}")
+            ir+=1
+        start=cr
+        for line in offer['costs']:
+            a=line['amount'];raw=a.get('rate') if a['kind']=='percent' else a.get('daily_rate') if a['kind']=='per_diem' else a.get('value')
+            vals=[oid,f"{line['id']}: {line['label']}",a['kind'],num(raw) if raw is not None else 'Not supplied',a.get('days','') if a['kind']=='per_diem' else '',line['direction'],line['payer'],line['treatment']]
+            for c,v in enumerate(vals): write(costs,cr,c,v,'edit' if c>=2 else 'body')
+            costs.set_row(cr-1,48)
+            p=f"'Offer inputs'!C{rows[oid]['price']}"
+            f=f'=IF(AND(ISNUMBER(D{cr}),D{cr}>=0),IF(C{cr}="fixed",IF(ROUND(D{cr},2)=D{cr},D{cr},"Check cents"),IF(C{cr}="percent",IF(AND(D{cr}<=100,ISNUMBER({p}),{p}>0),ROUND({p}*D{cr}/100,2),"Check price or rate"),IF(C{cr}="per_diem",IF(AND(ISNUMBER(E{cr}),E{cr}>=0,E{cr}<=3660,MOD(E{cr},1)=0,ROUND(D{cr},2)=D{cr}),ROUND(D{cr}*E{cr},2),"Check days or cents"),"Check calculation"))),"Amount not supplied")'
+            amount=num(line['computed_amount'])
+            formula(costs,cr,8,f,amount if amount is not None else 'Amount not supplied',True)
+            allocation=f'AND(OR(F{cr}="deduction",F{cr}="credit"),OR(G{cr}="seller",G{cr}="buyer",G{cr}="unknown"),OR(H{cr}="base",H{cr}="conditional",H{cr}="excluded"))'
+            excluded=line['payer']=='buyer' or line['treatment']=='excluded'
+            base=0 if excluded else num(line['base_effect']) if amount is not None else 'Amount not supplied'
+            formula(costs,cr,9,f'=IF({allocation},IF(OR(G{cr}="buyer",H{cr}="excluded"),0,IF(ISNUMBER(I{cr}),IF(AND(G{cr}="seller",H{cr}="base"),IF(F{cr}="deduction",-I{cr},I{cr}),0),"Amount not supplied")),"Check allocation")',base,True)
+            for c,direction in [(10,'deduction'),(11,'credit')]:
+                sign='-' if direction=='deduction' else ''
+                effect=0 if excluded else 'Amount not supplied' if amount is None else ((-amount if sign else amount) if (line['payer']=='unknown' or line['treatment']=='conditional') and line['direction']==direction else 0)
+                formula(costs,cr,c,f'=IF({allocation},IF(OR(G{cr}="buyer",H{cr}="excluded"),0,IF(ISNUMBER(I{cr}),IF(AND(OR(G{cr}="unknown",H{cr}="conditional"),F{cr}={quote(direction)}),{sign}I{cr},0),"Amount not supplied")),"Check allocation")',effect,True)
+            for c,v in enumerate(vals[2:],2): originals[oid].append(f"'Costs'!{xl_col_to_name(c)}{cr}={v if isinstance(v,(int,float)) else quote(v)}")
+            cr+=1
+        spans[oid]=(start,cr-1)
+    if cr>6:
+        for col,values in [(2,['fixed','percent','per_diem']),(5,['deduction','credit']),(6,['seller','buyer','unknown']),(7,['base','conditional','excluded'])]:
+            costs.data_validation(5,col,cr-2,col,{'validate':'list','source':values,'error_type':'stop'})
+    labels=['Offer price','Base deductions','Base credits','Known subtotal','Conditional low','Conditional high','Calculation scope','Earnest money','Financing','Financing evidence','Contingencies','Closing','Possession','Expiration']
+    for r,label in enumerate(labels,7): write(summary,r,0,label);summary.set_row(r-1,72 if r in (13,16,17) else 38)
+    checks=[]
+    for col,offer in enumerate(offers,1):
+        oid=offer['id'];letter=xl_col_to_name(col);start,end=spans[oid];n=end-start+1
+        j=f"'Costs'!J{start}:J{end}";k=f"'Costs'!K{start}:K{end}";l=f"'Costs'!L{start}:L{end}"
+        count_j=f'COUNT({j})' if n else '0'
+        sum_j=f'SUM({j})' if n else '0'
+        deductions=f'-SUMIF({j},"<0",{j})' if n else '0'
+        credits=f'SUMIF({j},">0",{j})' if n else '0'
+        known=all(x['computed_amount'] is not None or x['payer']=='buyer' or x['treatment']=='excluded' for x in offer['costs'])
+        subtotal=num(offer['known_subtotal']) if known else None
+        base=[num(x['base_effect']) for x in offer['costs']]
+        formula(summary,7,col,f"='Offer inputs'!C{rows[oid]['price']}",num(offer['price']),True)
+        formula(summary,8,col,f'=IF({count_j}={n},{deductions},"Input needed")',-sum(x for x in base if x<0) if known else None,True)
+        formula(summary,9,col,f'=IF({count_j}={n},{credits},"Input needed")',sum(x for x in base if x>0) if known else None,True)
+        formula(summary,10,col,f'=IF(AND(ISNUMBER({letter}7),{letter}7>0,ROUND({letter}7,2)={letter}7,{count_j}={n}),{letter}7+{sum_j},"Input needed")',subtotal,True)
+        for r,span,bound in [(11,k,'net_low'),(12,l,'net_high')]:
+            if offer[bound] is None: write(summary,r,col,'Not established - resolve inputs')
+            else:
+                count_span=f'COUNT({span})' if n else '0'
+                sum_span=f'SUM({span})' if n else '0'
+                formula(summary,r,col,f'=IF(AND(ISNUMBER({letter}10),{count_span}={n}),{letter}10+{sum_span},"Input needed")',num(offer[bound]),True)
+        scope='Financial inputs accounted for; professional review required' if offer['estimate_complete'] else 'Unresolved inputs remain; see Verification'
+        formula(summary,13,col,f'=IF(AND({",".join(originals[oid])}),{quote(scope)},"Inputs changed; review and regenerate all files")',scope)
+        for r,key in enumerate(['earnest_money','financing','financing_evidence','contingencies','closing','possession','expiration'],14):
+            formula(summary,r,col,f"='Offer inputs'!C{rows[oid][key]}",terms[oid][key] if terms[oid][key] is not None else 'Not supplied',r==14)
+            if key=='closing' and terms[oid][key] is not None:
+                summary.write_formula(r-1,col,f"='Offer inputs'!C{rows[oid][key]}",wb.add_format({'font_name':'Arial','num_format':'yyyy-mm-dd','font_color':'#008000'}),terms[oid][key])
+        checks.append({'offer':oid,'cached_subtotal':subtotal,'basis':'Decimal engine; formula recalculation requires separate qualification'})
+    for r,note in enumerate(['Earnest money is informational only; it is not another proceeds adjustment.','Word and HTML are snapshots. Regenerate all files after changing inputs.','Conditional bounds cover listed items only; missing categories prevent a complete estimate.','See Evidence, Verification and Saved concerns before relying on this package.'],22):
+        summary.merge_range(r-1,0,r-1,len(offers),note,fmt());summary.set_row(r-1,32)
+    for r,e in enumerate(data['evidence'],6):
+        vals=[e['target'],f"{e.get('source_id') or 'Missing'}: {e.get('source_title') or 'Missing source'}",e.get('source_date'),e.get('locator'),e.get('verified_by') or 'Not confirmed',e.get('verified_on'),e.get('quote')]
+        for c,v in enumerate(vals): write(evidence,r,c,v)
+        evidence.set_row(r-1,max(66,min(300,math.ceil(len(str(vals[-1]))/60)*16)))
+    view=data.get('presentation',{})
+    qrows=[[q['label'],' '.join(q['messages']),q['owner']] for q in view.get('questions',[])]
+    qrows += [[q['source'],'Review extracted fields against this source: '+', '.join(q['fields']),q['owner']] for q in view.get('review_checks',[])]
+    if not view: qrows += [[q['target'],q['message'],q['owner']] for q in data['verification_queue']]
+    qrows += [[f"{o['id']}.{c['id']}",c['note'],'Supplied allocation or scenario basis'] for o in offers for c in o['costs'] if c.get('note')]
+    qrows += [['Scope',x,'Listing professional'] for x in data['limits']]
+    for r,row in enumerate(qrows,6):
+        for c,v in enumerate(row): write(queue,r,c,v)
+        queue.set_row(r-1,max(66,math.ceil(len(row[1])/75)*16))
+    context=data.get('job_context')
+    if context:
+        changes=sheet('Package changes',[125],'Package changes',f"Revision {context['revision_id'][:8]}. Previous {(context.get('parent_revision') or 'None')[:8]}. Saved history; scenario edits require regeneration.",['What changed'],6)
+        for r,line in enumerate(context['changes'],7): write(changes,r,0,line);changes.set_row(r-1,max(45,math.ceil(len(line)/110)*17))
+        concerns=sheet('Saved concerns',[32,23,55,30,60,55],'Saved review concerns','Snapshot with this package. Recorded explanations are not professional review. Later updates require a refresh.', ['Concern','Status','Detail','Responsible role','Latest explanation','Source references'])
+        for r,c in enumerate(context.get('concerns',[]),6):
+            event=c['events'][-1]
+            vals=[c['title'],c['status'].replace('_',' '),c['detail'],c['responsible_role'],event['explanation'],'; '.join(f"{ref['source_id']}, {ref['locator']}" for ref in event['references'])]
+            for col,v in enumerate(vals): write(concerns,r,col,v)
+            concerns.set_row(r-1,max(96,math.ceil(len(vals[-1])/50)*16))
+        if not context.get('concerns'): write(concerns,6,0,'No saved concerns at preparation. This is not an independent review.')
+    wb.close()
+    (output/'workbook-checks.json').write_text(json.dumps({'exporter':'XlsxWriter','cached_values':checks,'formula_validation':'Requires independent recalculation; not performed by this exporter'},indent=2)+'\n')