owlplanner 2025.11.2__tar.gz → 2025.11.5__tar.gz

{owlplanner-2025.11.2 → owlplanner-2025.11.5}/INSTALL.md

@@ -1,4 +1,4 @@
-# Owl
+# Owl - Optimal Wealth Lab
 
 ## A retirement exploration tool based on linear programming
 

{owlplanner-2025.11.2 → owlplanner-2025.11.5}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: owlplanner
-Version: 2025.11.2
+Version: 2025.11.5
 Summary: Owl: Retirement planner with great wisdom
 Project-URL: HomePage, https://github.com/mdlacasse/owl
 Project-URL: Repository, https://github.com/mdlacasse/owl
@@ -705,7 +705,7 @@ Requires-Dist: toml
 Description-Content-Type: text/markdown
 
 
-# Owl   
+# Owl - Optimal Wealth Lab
 
 ## A retirement exploration tool based on linear programming
 

{owlplanner-2025.11.2 → owlplanner-2025.11.5}/README.md

@@ -1,5 +1,5 @@
 
-# Owl   
+# Owl - Optimal Wealth Lab
 
 ## A retirement exploration tool based on linear programming
 

{owlplanner-2025.11.2 → owlplanner-2025.11.5}/RELEASE_NOTES.md

@@ -1,3 +1,9 @@
+### Version 2025.11.05
+- Mentioning Owl as Optimal Wealth Lab
+- Port to Streamlit 1.50 which broke many widgets
+- Rework backprojection of assets to beginning of the year
+- Rework Docker to smaller Alpine image and fix docs
+
 ### Version 2025.07.01
 
 Added:

{owlplanner-2025.11.2 → owlplanner-2025.11.5}/USER_GUIDE.md

@@ -1,4 +1,4 @@
-# Owl
+# Owl - Optimal Wealth Lab
 
 ## A retirement exploration tool based on linear programming
 

{owlplanner-2025.11.2 → owlplanner-2025.11.5}/docker/README.md

@@ -1,4 +1,4 @@
-# Owl
+# Owl - Optimal Wealth Lab
 
 ## A retirement exploration tool based on linear programming
 

{owlplanner-2025.11.2 → owlplanner-2025.11.5}/pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "hatchling.build"
 
 [project]
 name = "owlplanner"
-version = "2025.11.02"
+version = "2025.11.05"
 authors = [
   { name="Martin-D. Lacasse", email="martin.d.lacasse@gmail.com" },
 ]

owlplanner-2025.11.5/src/owlplanner/version.py

@@ -0,0 +1 @@
+__version__ = "2025.11.05"

{owlplanner-2025.11.2 → owlplanner-2025.11.5}/tests/test_ui_asset_allocation.py

@@ -3,12 +3,12 @@ import ui.Asset_Allocation as aa
 
 def test_checkAccountAllocs_valid(monkeypatch):
     # Mock kz.getKey to return 25 for each call (4*25=100)
-    monkeypatch.setattr(aa.kz, "getKey", lambda key: 25)
+    monkeypatch.setattr(aa.kz, "getCaseKey", lambda key: 25)
     assert aa.checkAccountAllocs(0, "") is True
 
 
 def test_checkAccountAllocs_invalid(monkeypatch):
-    # Mock kz.getKey to return 20 for each call (4*20=80)
-    monkeypatch.setattr(aa.kz, "getKey", lambda key: 20)
+    # Mock kz.getCaseKey to return 20 for each call (4*20=80)
+    monkeypatch.setattr(aa.kz, "getCaseKey", lambda key: 20)
     # Should trigger error and return False
     assert aa.checkAccountAllocs(0, "") is False

{owlplanner-2025.11.2 → owlplanner-2025.11.5}/tests/test_ui_compare_summaries.py

@@ -10,7 +10,7 @@ def test_compareSummaries(monkeypatch):
         "case1": {"summaryDf": df1},
         "case2": {"summaryDf": df2},
     }
-    monkeypatch.setattr(sskeys, "getKey", lambda key: df1 if key == "summaryDf" else None)
+    monkeypatch.setattr(sskeys, "getCaseKey", lambda key: df1 if key == "summaryDf" else None)
     monkeypatch.setattr(sskeys, "onlyCaseNames", lambda: ["case2"])
     monkeypatch.setattr(sskeys, "currentCaseName", lambda: "case1")
     sskeys.ss = type("SS", (), {"cases": cases})()

{owlplanner-2025.11.2 → owlplanner-2025.11.5}/tests/test_ui_sskeys.py

@@ -14,11 +14,11 @@ def test_getIndex_not_found():
 
 def test_caseHasNoPlan(monkeypatch):
     # Mock getKey to return None
-    monkeypatch.setattr(sskeys, "getKey", lambda key: None)
+    monkeypatch.setattr(sskeys, "getCaseKey", lambda key: None)
     assert sskeys.caseHasNoPlan() is True
 
 
 def test_caseHasPlan(monkeypatch):
     # Mock getKey to return a non-None value
-    monkeypatch.setattr(sskeys, "getKey", lambda key: "something")
+    monkeypatch.setattr(sskeys, "getCaseKey", lambda key: "something")
     assert sskeys.caseHasNoPlan() is False

{owlplanner-2025.11.2 → owlplanner-2025.11.5}/ui/About_Owl.py

@@ -4,7 +4,7 @@ import sskeys as kz
 import owlbridge as owb
 
 
-st.write("# :material/info: About Owl 🦉")
+st.write("# :material/info: About Owl - Optimal Wealth Lab🦉")
 kz.divider("orange")
 
 st.write(f"This is Owl version {owb.version()} running on Streamlit {st.__version__}.")

{owlplanner-2025.11.2 → owlplanner-2025.11.5}/ui/Documentation.py

@@ -14,6 +14,7 @@ with col3:
 col1, col2 = st.columns([0.80, 0.20], gap="large")
 with col1:
     st.markdown("""
+### Owl - Optimal Wealth Lab
 #### A retirement financial exploration tool based on linear programming
 
 The goal of Owl is to provide a free and open-source ecosystem that has cutting-edge

{owlplanner-2025.11.2 → owlplanner-2025.11.5}/ui/Monte_Carlo.py

@@ -17,7 +17,7 @@ else:
         st.write("Generate a histogram of results obtained from running mutliple scenarios with stochastic rates.")
         col1, col2, col3, col4 = st.columns(4, gap="large", vertical_alignment="bottom")
         with col1:
-            kz.initKey("MC_cases", 100)
+            kz.initCaseKey("MC_cases", 100)
             kz.getIntNum("Number of random instances", "MC_cases", step=10, max_value=10000)
         with col4:
             st.button("Run Simulation", on_click=owb.runMC, disabled=kz.caseIsNotMCReady())

{owlplanner-2025.11.2 → owlplanner-2025.11.5}/ui/Quick_Start.py

@@ -7,7 +7,7 @@ with col3:
     st.image("http://github.com/mdlacasse/Owl/blob/main/docs/images/owl.png?raw=true")
     st.caption("Retirement planner with great wisdom")
 with col1:
-    st.write("# :orange[Owl Retirement Planner]\nA retirement financial exploration tool based on linear programming")
+    st.write("# :orange[Owl - Optimal Wealth Lab]\nA retirement financial exploration tool based on linear programming")
     kz.divider("orange")
     st.write("### :material/campaign: News")
     st.markdown("""

{owlplanner-2025.11.2 → owlplanner-2025.11.5}/ui/Settings.py

@@ -4,6 +4,12 @@ import sskeys as kz
 import owlbridge as owb
 
 
+def setKey(key):
+    val = kz.getGlobalKey("_"+key)
+    if val is not None:
+        kz.storeGlobalKey(key, val)
+
+
 st.write("# :material/settings: Settings")
 kz.divider("orange")
 
@@ -17,7 +23,7 @@ with col1:
     helpmsg = "Select the plotting library to use."
     index = choices.index(kz.getGlobalKey(gkey))
     ret = st.radio("Plotting backend", options=choices, index=index, args=[gkey],
-                   key=gkey, on_change=owb.setGlobalPlotBackend, help=helpmsg, horizontal=True)
+                   key="_"+gkey, on_change=owb.setGlobalPlotBackend, help=helpmsg, horizontal=True)
 
 with col2:
     choices = ("sidebar", "top")
@@ -26,8 +32,8 @@ with col2:
     st.write("#### :orange[Menu]")
     helpmsg = "Select menu appearance."
     index = choices.index(kz.getGlobalKey(mkey))
-    ret = st.radio("Menu location", options=choices, index=index,
-                   key=mkey, help=helpmsg, horizontal=True)
+    ret = st.radio("Menu location", options=choices, index=index, args=[mkey],
+                   key="_"+mkey, on_change=setKey, help=helpmsg, horizontal=True)
 
 with col3:
     choices = ("sticky", "static")
@@ -36,8 +42,8 @@ with col3:
     st.write("#### :orange[Header]")
     helpmsg = "Select header behavior."
     index = choices.index(kz.getGlobalKey(pkey))
-    ret = st.radio("Header behavior", options=choices, index=index,
-                   key=pkey, help=helpmsg, horizontal=True)
+    ret = st.radio("Header behavior", options=choices, index=index, args=[pkey],
+                   key="_"+pkey, on_change=setKey, help=helpmsg, horizontal=True)
 
 st.divider()
 st.write("""

{owlplanner-2025.11.2 → owlplanner-2025.11.5}/ui/owlbridge.py

@@ -511,7 +511,8 @@ def setDefaultPlots(plan, key):
 
 
 def setGlobalPlotBackend(key):
-    val = kz.getGlobalKey(key)
+    val = kz.getGlobalKey("_"+key)
+    kz.storeGlobalKey(key, val)
     # Apply to all existing cases.
     for casename in kz.onlyCaseNames():
         plan = kz.getKeyInCase("plan", casename)

{owlplanner-2025.11.2 → owlplanner-2025.11.5}/ui/sskeys.py

@@ -106,7 +106,8 @@ def resetTimeLists():
 def getIndex(item, choices):
     try:
         i = choices.index(item)
-    except ValueError(f"Value {item} not found in {choices}."):
+    except ValueError:
+        st.error(f"Value {item} not found in {choices}.")
         return None
 
     return i

owlplanner-2025.11.2/src/owlplanner/version.py

@@ -1 +0,0 @@
-__version__ = "2025.11.02"