glidepath 0.3.0__tar.gz → 0.4.0__tar.gz

{glidepath-0.3.0 → glidepath-0.4.0}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: glidepath
-Version: 0.3.0
+Version: 0.4.0
 Summary: Desktop retirement and investment planner (UK-first, region-extensible).
 Keywords: retirement,pension,financial-planning,investment,uk,sipp,isa,monte-carlo
 Author: James Williams
@@ -59,7 +59,7 @@ nothing is transmitted.
 
 *(All screenshots show example data, not anyone's real finances.)*
 
-What it models today (single person, UK):
+What it models today (UK, single or couple):
 
 - **Wrappers** — workplace DC, SIPP, S&S ISA, LISA, GIA and cash, with
   UK contribution relief mechanics and dividend/savings taxation.
@@ -69,6 +69,14 @@ What it models today (single person, UK):
   including deferral.
 - **Tax** — rUK and Scottish income tax from verified 2026/27 data
   files; pension allowances (AA/taper/MPAA, lump-sum allowance).
+- **Couples** — an optional partner, modelled end to end: one pooled
+  household decumulation drawing tax-efficiently across both partners'
+  wrappers with each person taxed individually (mixed rUK/Scottish
+  residency included), the marriage allowance claimed when eligible,
+  optional survivor modelling ("model death at age" — pensions pass as
+  beneficiary drawdown, ISAs via the additional permitted
+  subscription, DB schemes at their survivor fraction), and joint-life
+  annuities paying a 50/66/100% survivor income.
 - **Projection** — deterministic or Monte Carlo runs from the app:
   success rate, probability of ruin, ending-pot percentiles, and a
   probability fan chart on its own tab, reproducible from a seed. With

{glidepath-0.3.0 → glidepath-0.4.0}/README.md

@@ -31,7 +31,7 @@ nothing is transmitted.
 
 *(All screenshots show example data, not anyone's real finances.)*
 
-What it models today (single person, UK):
+What it models today (UK, single or couple):
 
 - **Wrappers** — workplace DC, SIPP, S&S ISA, LISA, GIA and cash, with
   UK contribution relief mechanics and dividend/savings taxation.
@@ -41,6 +41,14 @@ What it models today (single person, UK):
   including deferral.
 - **Tax** — rUK and Scottish income tax from verified 2026/27 data
   files; pension allowances (AA/taper/MPAA, lump-sum allowance).
+- **Couples** — an optional partner, modelled end to end: one pooled
+  household decumulation drawing tax-efficiently across both partners'
+  wrappers with each person taxed individually (mixed rUK/Scottish
+  residency included), the marriage allowance claimed when eligible,
+  optional survivor modelling ("model death at age" — pensions pass as
+  beneficiary drawdown, ISAs via the additional permitted
+  subscription, DB schemes at their survivor fraction), and joint-life
+  annuities paying a 50/66/100% survivor income.
 - **Projection** — deterministic or Monte Carlo runs from the app:
   success rate, probability of ruin, ending-pot percentiles, and a
   probability fan chart on its own tab, reproducible from a seed. With

{glidepath-0.3.0 → glidepath-0.4.0}/pyproject.toml

@@ -1,6 +1,6 @@
 [project]
 name = "glidepath"
-version = "0.3.0"
+version = "0.4.0"
 description = "Desktop retirement and investment planner (UK-first, region-extensible)."
 readme = "README.md"
 # MIT code plus one CC BY-NC-SA 4.0 data file (returns_history.toml —

{glidepath-0.3.0 → glidepath-0.4.0}/src/glidepath/app/__init__.py

@@ -105,6 +105,7 @@ from glidepath.app.firstrun import (
 )
 from glidepath.app.forms import (
     ENTITY_ID_KEY,
+    OWNER_KEY,
     ChoiceOption,
     FactsFormData,
     FactsFormResult,
@@ -112,6 +113,7 @@ from glidepath.app.forms import (
     FieldKind,
     FieldSpec,
     FormError,
+    PersonFormData,
     PlanEntityIds,
     SectionSpec,
     build_facts_form_view_model,
@@ -147,6 +149,13 @@ from glidepath.app.montecarlo import (
     run_mode_key,
     state_with_monte_carlo,
 )
+from glidepath.app.outlook import (
+    NO_OUTLOOK_MESSAGE,
+    OUTLOOK_HEADING,
+    OUTLOOK_NO_PLAN_MESSAGE,
+    OutlookPanelViewModel,
+    build_outlook_panel,
+)
 from glidepath.app.plan import (
     OVERRIDE_SOURCE,
     OverrideOutcome,
@@ -235,9 +244,13 @@ __all__ = [
     "NO_BACKTEST_MESSAGE",
     "NO_DRAWDOWN_MESSAGE",
     "NO_MONTE_CARLO_MESSAGE",
+    "NO_OUTLOOK_MESSAGE",
     "NO_PROJECTION_MESSAGE",
     "NO_RETIREMENT_MESSAGE",
+    "OUTLOOK_HEADING",
+    "OUTLOOK_NO_PLAN_MESSAGE",
     "OVERRIDE_SOURCE",
+    "OWNER_KEY",
     "REPORT_EXPORT_FAILED_PREFIX",
     "REPORT_NOT_WRITTEN_MESSAGE",
     "RETIREMENT_NO_INCOME_MESSAGE",
@@ -284,8 +297,10 @@ __all__ = [
     "LoadOutcome",
     "MonteCarloMetric",
     "MonteCarloPanelViewModel",
+    "OutlookPanelViewModel",
     "OverrideOutcome",
     "OverrideRow",
+    "PersonFormData",
     "PlanEntityIds",
     "PlanReport",
     "PlanState",
@@ -310,6 +325,7 @@ __all__ = [
     "build_drawdown_panel",
     "build_facts_form_view_model",
     "build_inspector_view_model",
+    "build_outlook_panel",
     "build_plan_report",
     "build_retirement_panel",
     "build_scenarios_view_model",

{glidepath-0.3.0 → glidepath-0.4.0}/src/glidepath/app/charts.py

@@ -10,7 +10,6 @@ inflation source (planning §5.2). Amounts stay ``Decimal`` here:
 converting them to plot coordinates is shell mechanics (§4.7).
 """
 
-from collections import Counter
 from dataclasses import dataclass
 from decimal import Decimal
 from typing import TYPE_CHECKING, Final
@@ -25,6 +24,7 @@ from glidepath.app.drawdown import (
     DrawdownPanelViewModel,
     build_drawdown_panel,
 )
+from glidepath.app.labels import numbered_unique
 from glidepath.app.montecarlo import (
     DEFAULT_RUN_MODE,
     FAN_MEDIAN_LABEL,
@@ -32,6 +32,10 @@ from glidepath.app.montecarlo import (
     MonteCarloPanelViewModel,
     build_monte_carlo_panel,
 )
+from glidepath.app.outlook import (
+    OutlookPanelViewModel,
+    build_outlook_panel,
+)
 from glidepath.app.retirement import (
     RetirementPanelViewModel,
     build_retirement_panel,
@@ -54,6 +58,7 @@ if TYPE_CHECKING:
         AssetAllocation,
         BacktestResult,
         EntityId,
+        Household,
         MonteCarloResult,
         Period,
         PeriodReportRow,
@@ -208,9 +213,9 @@ class ChartsViewModel:
     """The projection charts screen (roadmap 8.4).
 
     ``categories`` labels the shared x axis — one label per projected
-    period: the period-start year with the person's age at period
-    start alongside (roadmap 9.11; year alone until couples activate,
-    9.4 — a two-person period has no single age to show). ``message``
+    period: the period-start year with each person's age at period
+    start alongside (roadmap 9.11; both ages in household order for a
+    couple, e.g. ``2032 · 60/58`` — roadmap 9.31). ``message``
     carries the empty-state copy when there is nothing to chart; it
     is blank whenever ``charts`` is populated. ``allocation_note``
     states the asset allocation each wrapper actually ran — stated
@@ -227,6 +232,7 @@ class ChartsViewModel:
     message: str
     allocation_note: str
     monte_carlo: MonteCarloPanelViewModel
+    outlook: OutlookPanelViewModel
     retirement: RetirementPanelViewModel
     drawdown: DrawdownPanelViewModel
     backtest: BacktestPanelViewModel
@@ -366,6 +372,7 @@ def build_charts_view_model(
             monte_carlo=build_monte_carlo_panel(
                 state, mode, ending_pot_deflator=None, basis_suffix=suffix
             ),
+            outlook=build_outlook_panel(state),
             retirement=build_retirement_panel(state, mode),
             drawdown=build_drawdown_panel(state, mode),
             backtest=build_backtest_panel(
@@ -379,7 +386,7 @@ def build_charts_view_model(
     bands = _chart_bands(state, grouped, backtest_year)
     final_rows = next(reversed(grouped.values()))
     charts = [
-        _balances_chart(grouped, suffix, bands),
+        _balances_chart(grouped, suffix, bands, state.household),
         _income_chart(grouped, suffix),
         _tax_chart(grouped, suffix),
     ]
@@ -403,6 +410,7 @@ def build_charts_view_model(
             ending_pot_deflator=final_rows[0].balance_deflator,
             basis_suffix=suffix,
         ),
+        outlook=build_outlook_panel(state),
         retirement=build_retirement_panel(state, mode),
         drawdown=build_drawdown_panel(state, mode),
         backtest=build_backtest_panel(
@@ -493,7 +501,9 @@ def _allocation_note(
     household = state.household
     if household is None:
         return ""
-    labels = wrapper_display_labels(row for rows in grouped.values() for row in rows)
+    labels = wrapper_display_labels(
+        (row for rows in grouped.values() for row in rows), household
+    )
     glide = _glide_note(state)
     parts = []
     for person in household.persons:
@@ -512,17 +522,15 @@ def _allocation_note(
 
 
 def _category_label(period: Period, rows: list[PeriodReportRow]) -> str:
-    """One period's x-axis label: its start year, with the person's age.
+    """One period's x-axis label: its start year, with the persons' ages.
 
     ``2032 · 60`` reads the horizon in ages as well as calendar years
-    (roadmap 9.11). Only a single-person period carries an age — a
-    two-person household has no one age to label with (revisit with
-    couples activation, 9.4).
+    (roadmap 9.11); a two-person period labels both ages in household
+    order — ``2032 · 60/58`` (roadmap 9.31).
     """
     year = str(period.start.year)
-    if len(rows) == 1:
-        return f"{year} · {rows[0].age_at_period_start}"
-    return year
+    ages = "/".join(str(row.age_at_period_start) for row in rows)
+    return f"{year} · {ages}" if ages else year
 
 
 def _rows_by_period(
@@ -573,29 +581,34 @@ def _chart(
     )
 
 
-def wrapper_display_labels(rows: Iterable[PeriodReportRow]) -> dict[EntityId, str]:
+def wrapper_display_labels(
+    rows: Iterable[PeriodReportRow], household: Household | None = None
+) -> dict[EntityId, str]:
     """A display label per wrapper, in first-seen order.
 
-    The wrapper's kind name alone when unique; numbered in first-seen
-    order when the household holds several of one kind (entity ids are
-    generated UUIDs, so they are never shown as copy). Shared with the
-    cash-flow export (9.19), which columns its balances the same way
-    the balances chart stacks them.
+    A wrapper the user named shows its own label; the rest read their
+    kind name (entity ids are generated UUIDs, so they are never shown
+    as copy). Any name repeated across the final set — several unnamed
+    wrappers of one kind, a label colliding with a kind name, or one
+    label given twice in a hand-edited plan file — is numbered in
+    first-seen order (:func:`~glidepath.app.labels.numbered_unique`).
+    Shared with the cash-flow export (9.19), which columns its
+    balances the same way the balances chart stacks them.
     """
-    kinds: dict[EntityId, str] = {}
+    named: dict[EntityId, str] = {}
+    if household is not None:
+        named = {
+            wrapper.id: wrapper.label
+            for person in household.persons
+            for wrapper in person.wrappers
+            if wrapper.label is not None
+        }
+    bases: dict[EntityId, str] = {}
     for row in rows:
         for entry in row.wrapper_balances:
-            kinds.setdefault(entry.wrapper_id, format_wrapper_kind(entry.kind))
-    counts = Counter(kinds.values())
-    numbered: Counter[str] = Counter()
-    labels: dict[EntityId, str] = {}
-    for wrapper_id, kind in kinds.items():
-        if counts[kind] == 1:
-            labels[wrapper_id] = kind
-        else:
-            numbered[kind] += 1
-            labels[wrapper_id] = f"{kind} {numbered[kind]}"
-    return labels
+            base = named.get(entry.wrapper_id) or format_wrapper_kind(entry.kind)
+            bases.setdefault(entry.wrapper_id, base)
+    return numbered_unique(bases)
 
 
 def _deflated(
@@ -716,10 +729,13 @@ def _balances_chart(
     grouped: dict[Period, list[PeriodReportRow]],
     suffix: str,
     bands: tuple[ChartBand, ...],
+    household: Household | None,
 ) -> ChartSpec:
     """Closing balance per wrapper per period, stacked to the total."""
     series = []
-    labels = wrapper_display_labels(row for rows in grouped.values() for row in rows)
+    labels = wrapper_display_labels(
+        (row for rows in grouped.values() for row in rows), household
+    )
     for wrapper_id, label in labels.items():
         values = []
         for rows in grouped.values():

{glidepath-0.3.0 → glidepath-0.4.0}/src/glidepath/app/display.py

@@ -70,6 +70,8 @@ ASSUMPTION_NAMES: Final[Mapping[str, str]] = {
         "Annuity rate (inflation-linked, single life, age 65)"
     ),
     "annuity.age_adjustment": "Annuity rate age adjustment",
+    "db.survivor_fraction": "DB survivor pension fraction",
+    "spending.survivor_multiplier": "Survivor spending multiplier",
 }
 """Human display names for the shipped assumption keys (roadmap 8.3).
 
@@ -127,6 +129,13 @@ def format_recorded(moment: datetime) -> str:
     return moment.date().isoformat()
 
 
+def _format_temporal(value: date) -> str:
+    """A datetime (a recorded-on moment, and a date subclass) or a date."""
+    if isinstance(value, datetime):
+        return format_recorded(value)
+    return format_date(value)
+
+
 def format_value(value: object) -> str:
     """Any fact, decision, or assumption value as display text.
 
@@ -134,12 +143,12 @@ def format_value(value: object) -> str:
     numbers, enum choices, policy strings, and structured tables
     (rendered as compact ``key=value`` pairs, truncated when long).
     """
+    if isinstance(value, bool):  # before any numeric type: bool is an int
+        return "Yes" if value else "No"
     if isinstance(value, Money):
         return format_money(value)
-    if isinstance(value, datetime):  # before date: datetime is a date subclass
-        return format_recorded(value)
     if isinstance(value, date):
-        return format_date(value)
+        return _format_temporal(value)
     if isinstance(value, Enum):
         generic = str(value.name).replace("_", " ").capitalize()
         return _ENUM_LABELS.get(value, generic)

{glidepath-0.3.0 → glidepath-0.4.0}/src/glidepath/app/drawdown.py

@@ -22,6 +22,7 @@ from decimal import Decimal
 from typing import TYPE_CHECKING, Any, Final
 
 from glidepath.app.display import format_money, format_percent
+from glidepath.app.labels import PERSON_NAMES
 from glidepath.app.montecarlo import (
     MAX_PATHS,
     MONTE_CARLO_PATHS_MESSAGE,
@@ -29,7 +30,7 @@ from glidepath.app.montecarlo import (
     path_pool,
 )
 from glidepath.app.plan import PlanState, region_for, replanned_state
-from glidepath.app.retirement import parsed_percent
+from glidepath.app.retirement import parsed_percent, parsed_person_position
 from glidepath.core import (
     AssumptionKey,
     Money,
@@ -44,7 +45,7 @@ from glidepath.core import (
 if TYPE_CHECKING:
     from datetime import date
 
-    from glidepath.core import AssumptionSet, Household
+    from glidepath.core import AssumptionSet, EntityId, Household
 
 _ONE = Decimal(1)
 _TWO = Decimal(2)
@@ -53,6 +54,10 @@ DRAWDOWN_HEADING: Final = "How much can I draw down?"
 
 DRAWDOWN_AGE_LABEL: Final = "Retirement age"
 
+DRAWDOWN_PERSON_LABEL: Final = "Whose retirement age"
+
+DRAWDOWN_PERSON_MESSAGE: Final = "Pick whose retirement age to test."
+
 DRAWDOWN_SUCCESS_LABEL: Final = "Success target (%)"
 
 DEFAULT_DRAWDOWN_SUCCESS_VALUE: Final = "90"
@@ -144,7 +149,10 @@ class DrawdownRequest:
     basis. ``seed_text``, ``paths_text``, and ``success_text`` are read
     only under the Monte Carlo mode: the seed and path count come from
     the Monte Carlo panel's own controls, so the bands and the answer
-    always describe the same runs.
+    always describe the same runs. ``person_text`` is the whose-age
+    selection ("0" or "1"; blank means the first person) — a couple's
+    probe moves one person's retirement age with the partner's held
+    fixed (planning §4.11).
     """
 
     mode: RunMode
@@ -152,6 +160,7 @@ class DrawdownRequest:
     seed_text: str = ""
     paths_text: str = ""
     success_text: str = ""
+    person_text: str = ""
 
 
 @dataclass(frozen=True)
@@ -161,9 +170,10 @@ class DrawdownAnswer:
     ``income`` is the highest sustainable net annual income in today's
     money, or ``None`` when not even zero spending survives the plan's
     outflows. The rest is the manifest side: the retirement age the
-    answer assumed, the searched bracket's upper bound, and the basis
-    — ``seed``, ``paths``, and ``target_success_rate`` are carried
-    only for a Monte Carlo basis.
+    answer assumed and whose it was (``person_position``, the
+    household position), the searched bracket's upper bound, and the
+    basis — ``seed``, ``paths``, and ``target_success_rate`` are
+    carried only for a Monte Carlo basis.
     """
 
     income: Money | None
@@ -173,6 +183,7 @@ class DrawdownAnswer:
     seed: int | None = None
     paths: int | None = None
     target_success_rate: Decimal | None = None
+    person_position: int = 0
 
 
 @dataclass(frozen=True)
@@ -183,10 +194,18 @@ class DrawdownPanelViewModel:
     stated retirement-age decision before any run — blank without a
     plan. ``success_value`` echoes likewise or the default.
     ``success_visible`` shows the success-target control only under
-    the Monte Carlo mode. ``answer`` is the headline; ``detail`` names
-    the age, the searched bracket, and the basis; ``message`` carries
-    the no-run or failure copy — blank whenever ``answer`` is
-    populated, and vice versa.
+    the Monte Carlo mode. ``person_options`` name the persons a probe
+    can move (household order); ``person_visible`` shows that selector
+    only for a couple, and ``person_value`` echoes the held answer's
+    selection as its option position. ``person_age_defaults`` carry
+    each person's stated retirement-age decision (household order): a
+    shell writes the newly selected person's default into the age
+    field when the selector changes, so switching to the partner
+    tests *their* stated age rather than the first person's (§4.11).
+    ``answer`` is the headline; ``detail`` names the age, the
+    searched bracket, and the basis; ``message`` carries the no-run
+    or failure copy — blank whenever ``answer`` is populated, and
+    vice versa.
     """
 
     heading: str
@@ -195,6 +214,11 @@ class DrawdownPanelViewModel:
     success_label: str
     success_value: str
     success_visible: bool
+    person_label: str
+    person_options: tuple[str, ...]
+    person_value: str
+    person_visible: bool
+    person_age_defaults: tuple[str, ...]
     run_label: str
     answer: str
     detail: str
@@ -209,6 +233,8 @@ class _SolverInputs:
     seed: int | None
     paths: int | None
     target_success_rate: Decimal | None
+    person_id: EntityId
+    person_position: int
 
 
 def state_with_drawdown(
@@ -252,6 +278,7 @@ def state_with_drawdown(
                 config,
                 age=inputs.age,
                 search=search,
+                person_id=inputs.person_id,
                 parallelism=parallelism,
             )
     except Exception as exc:  # noqa: BLE001
@@ -268,6 +295,7 @@ def state_with_drawdown(
         seed=inputs.seed,
         paths=inputs.paths,
         target_success_rate=inputs.target_success_rate,
+        person_position=inputs.person_position,
     )
     changes: dict[str, Any] = {"drawdown": answer, "drawdown_error": None}
     return replace(base, **changes) if changes else base
@@ -291,6 +319,15 @@ def build_drawdown_panel(state: PlanState, mode: RunMode) -> DrawdownPanelViewMo
     else:
         headline = _headline(answer)
         detail = _detail(answer)
+    person_count = 1 if state.household is None else len(state.household.persons)
+    age_defaults = (
+        ()
+        if state.household is None
+        else tuple(
+            str(person.target_retirement_age.value)
+            for person in state.household.persons
+        )
+    )
     return DrawdownPanelViewModel(
         heading=DRAWDOWN_HEADING,
         age_label=DRAWDOWN_AGE_LABEL,
@@ -298,6 +335,11 @@ def build_drawdown_panel(state: PlanState, mode: RunMode) -> DrawdownPanelViewMo
         success_label=DRAWDOWN_SUCCESS_LABEL,
         success_value=_success_echo(answer),
         success_visible=mode is RunMode.MONTE_CARLO,
+        person_label=DRAWDOWN_PERSON_LABEL,
+        person_options=PERSON_NAMES[:person_count],
+        person_value=_person_echo(answer),
+        person_visible=person_count > 1,
+        person_age_defaults=age_defaults,
         run_label=FIND_DRAWDOWN_LABEL,
         answer=headline,
         detail=detail,
@@ -317,8 +359,13 @@ def _headline(answer: DrawdownAnswer) -> str:
 
 def _detail(answer: DrawdownAnswer) -> str:
     """The assumed age, searched bracket, and basis under the headline."""
+    retiring = (
+        f"Retiring at age {answer.age}"
+        if answer.person_position == 0
+        else f"Your partner retiring at age {answer.age}"
+    )
     target = (
-        f"Retiring at age {answer.age} — the highest net annual income"
+        f"{retiring} — the highest net annual income"
         " the plan sustains, in today's money, searched up to"
         f" {format_money(answer.maximum)}."
     )
@@ -348,6 +395,13 @@ def _success_echo(answer: DrawdownAnswer | None) -> str:
     return str(int(answer.target_success_rate * Decimal(100)))
 
 
+def _person_echo(answer: DrawdownAnswer | None) -> str:
+    """The held answer's tested person, or the first person."""
+    if answer is None:
+        return "0"
+    return str(answer.person_position)
+
+
 def _solver_inputs(
     household: Household,
     assumptions: AssumptionSet,
@@ -359,12 +413,15 @@ def _solver_inputs(
     Raises:
         ValueError: With the user-facing message, on anything unusable
             — a planning horizon the person has already reached, an
-            unparseable or out-of-bracket age, an unusable Monte Carlo
-            seed, path count, or success target, or a Monte Carlo
-            search whose probe bound times paths would exceed the
-            search budget.
+            unparseable or out-of-bracket age or person selection, an
+            unusable Monte Carlo seed, path count, or success target,
+            or a Monte Carlo search whose probe bound times paths
+            would exceed the search budget.
     """
-    person = household.persons[0]
+    position = parsed_person_position(
+        request.person_text, len(household.persons), DRAWDOWN_PERSON_MESSAGE
+    )
+    person = household.persons[position]
     minimum_age = age_on(person.date_of_birth.value, today)
     planning_age = int_assumption_value(
         assumptions.get(AssumptionKey.HORIZON_PLANNING_AGE)
@@ -403,6 +460,8 @@ def _solver_inputs(
         seed=seed,
         paths=paths,
         target_success_rate=success,
+        person_id=person.id,
+        person_position=position,
     )
 
 

{glidepath-0.3.0 → glidepath-0.4.0}/src/glidepath/app/example.py

@@ -20,7 +20,7 @@ surface is a demonstration, and a first impression of a plan already
 in ruin reads as a broken app rather than an honest warning.
 """
 
-from glidepath.app.forms import FactsFormData
+from glidepath.app.forms import FactsFormData, PersonFormData
 
 _PERSON = {
     "date_of_birth": "1991-06-15",
@@ -58,9 +58,13 @@ def example_facts_form_data() -> FactsFormData:
     opens with can never show an error.
     """
     return FactsFormData(
-        person=dict(_PERSON),
+        persons=(
+            PersonFormData(
+                person=dict(_PERSON),
+                state_pension=dict(_STATE_PENSION),
+            ),
+        ),
         spending=dict(_SPENDING),
-        state_pension=dict(_STATE_PENSION),
         wrappers=(dict(_WORKPLACE_DC), dict(_ISA)),
         db_pensions=(),
     )

{glidepath-0.3.0 → glidepath-0.4.0}/src/glidepath/app/exports.py

@@ -211,7 +211,7 @@ def cash_flow_csv(
         return None
     report = build_report(state.result, basis)
     names = entity_names(state.household)
-    wrappers = wrapper_display_labels(report.rows)
+    wrappers = wrapper_display_labels(report.rows, state.household)
     buffer = StringIO()
     writer = csv.writer(buffer)
     writer.writerow(("Plan", plan_name))