owlplanner 2025.4.2__tar.gz → 2025.4.7__tar.gz

{owlplanner-2025.4.2 → owlplanner-2025.4.7}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: owlplanner
-Version: 2025.4.2
+Version: 2025.4.7
 Summary: Owl: Retirement planner with great wisdom
 Project-URL: HomePage, https://github.com/mdlacasse/owl
 Project-URL: Repository, https://github.com/mdlacasse/owl
@@ -885,7 +885,9 @@ assets to support, even with no estate being left.
 - Image from [freepik](https://freepik.com)
 - Optimization solver from [HiGHS](https://highs.dev)
 - Streamlit Community Cloud [Streamlit](https://streamlit.io)
-- Contributors: Josh (noimjosh@gmail.com) for Docker image code
+- Contributors: Josh (noimjosh@gmail.com) for Docker image code,
+ Dale Seng (sengsational) for great insights and suggestions,
+ Robert E. Anderson (NH-RedAnt) for bug fixes and suggestions.
 
 ---------------------------------------------------------------------
 

{owlplanner-2025.4.2 → owlplanner-2025.4.7}/README.md

@@ -182,7 +182,9 @@ assets to support, even with no estate being left.
 - Image from [freepik](https://freepik.com)
 - Optimization solver from [HiGHS](https://highs.dev)
 - Streamlit Community Cloud [Streamlit](https://streamlit.io)
-- Contributors: Josh (noimjosh@gmail.com) for Docker image code
+- Contributors: Josh (noimjosh@gmail.com) for Docker image code,
+ Dale Seng (sengsational) for great insights and suggestions,
+ Robert E. Anderson (NH-RedAnt) for bug fixes and suggestions.
 
 ---------------------------------------------------------------------
 

{owlplanner-2025.4.2 → owlplanner-2025.4.7}/pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "hatchling.build"
 
 [project]
 name = "owlplanner"
-version = "2025.04.02"
+version = "2025.04.07"
 authors = [
   { name="Martin-D. Lacasse", email="martin.d.lacasse@gmail.com" },
 ]

owlplanner-2025.4.7/reponse.txt

@@ -0,0 +1,20 @@
+
+Hi Mike,
+
+Thank you so much for the income tax preparation. I have a few questions after reviewing the return:
+
+- Roth conversion was made as an in-plan conversion from a 401k to a Roth-401k. Do we still need form 8606?
+- Out of curiosity, Roth conversion was for $240,000.00 with 0.79 deamed coming from a designated Roth contribution. Why was the $1 been added as a taxable item in statement 4? This is a minor point (and therefore can stay as is). Just curiosity as I said.
+- How do I pay your fees?
+
+Questions for the future:
+- You mentioned that the 2023 filing has to be corrected. Is it to my benefit or against it?
+- I am planning to stop my consulting job at the end of May. Would it still be worth creating a Corporation for 5 months?
+- I will probably move to FL later this year (I was in Atlanta for my daughter - she will likely move to CA shortly).  I am planning to perform another large Roth conversion this year (preventing large RMDs). I will need your advice as to when to proceed.
+
+
+I submitted signed form 8879 through your portal.
+
+Thanks again,
+
+Martin

owlplanner-2025.4.7/src/owlplanner/version.py

@@ -0,0 +1 @@
+__version__ = "2025.04.07"

{owlplanner-2025.4.2 → owlplanner-2025.4.7}/ui/About_Owl.py

@@ -33,7 +33,9 @@ Copyright © 2024 - Martin-D. Lacasse
     [odfpy](https://https://pypi.org/project/odfpy),
     [toml](https://toml.io),
  and [Streamlit](https://streamlit.io) for the front-end
-- Contributors: Josh (noimjosh@gmail.com) for Docker image code.
+- Contributors: Josh (noimjosh@gmail.com) for Docker image code,
+ Dale Seng (sengsational) for great insights and suggestions,
+ Robert E. Anderson (NH-RedAnt) for bug fixes and suggestions.
 
 #### :orange[Bugs and Feature Requests]
 - Please submit bugs and feature requests through

{owlplanner-2025.4.2 → owlplanner-2025.4.7}/ui/Documentation.py

@@ -406,6 +406,9 @@ when considering Monte Carlo simulations, consider:
 #### Logs
 Messages coming from the underlying Owl calculation engine are displayed on this page.
 
+#### Quick Start
+Landing page of the application. This page describes how to quickly get started by using an example case file.
+
 #### Documentation
 These very pages.
 

{owlplanner-2025.4.2 → owlplanner-2025.4.7}/ui/Historical_Range.py

@@ -11,7 +11,7 @@ if ret is None or kz.caseHasNoPlan():
 else:
     kz.initKey("hyfrm", owb.FROM)
     kz.initKey("hyto", owb.TO)
-    kz.initKey("histoplot", None)
+    kz.initKey("histoPlot", None)
     kz.initKey("histoSummary", None)
 
     st.write(

{owlplanner-2025.4.2 → owlplanner-2025.4.7}/ui/Wages_And_Contributions.py

@@ -47,10 +47,16 @@ else:
     st.divider()
     for i in range(n):
         st.write("##### " + kz.getKey("iname" + str(i)) + "'s timetable")
-        colfor = {"year": st.column_config.NumberColumn(None, format="%d")}
+        df = kz.getKey("timeList" + str(i))
+        formatdic = {"year": st.column_config.NumberColumn(None, format="%d", disabled=True)}
+        cols = list(df.columns)
+        for col in cols[1:-1]:
+            formatdic[col] = st.column_config.NumberColumn(None, min_value=0.0, format="accounting")
+        formatdic[cols[-1]] = st.column_config.NumberColumn(None, format="accounting")
+
         newdf = st.data_editor(
-            kz.getKey("timeList" + str(i)),
-            column_config=colfor,
+            df,
+            column_config=formatdic,
             hide_index=True,
             key=kz.currentCaseName() + "_wages" + str(i),
         )

{owlplanner-2025.4.2 → owlplanner-2025.4.7}/ui/owlbridge.py

@@ -492,7 +492,7 @@ def showWorkbook(plan):
                     colfor[col] = st.column_config.NumberColumn(None, format="%d", width="small")
                 else:
                     # colfor[col] = st.column_config.NumberColumn(None, format="$ %,.0f")
-                    colfor[col] = st.column_config.NumberColumn(None, step=1)
+                    colfor[col] = st.column_config.NumberColumn(None, format="accounting", step=1)
         else:
             colfor = {}
             for col in df.columns:
@@ -695,6 +695,7 @@ def backYearsMAGI(plan):
     for i in range(plan.N_i):
         if thisyear - plan.yobs[i] >= 65:
             backyears[0] = thisyear - 2
+            backyears[1] = thisyear - 1
         elif thisyear - plan.yobs[i] >= 64:
             backyears[1] = thisyear - 1
 

{owlplanner-2025.4.2 → owlplanner-2025.4.7}/ui/requirements.txt

@@ -8,4 +8,4 @@ scipy
 streamlit
 toml
 # --extra-index-url https://test.pypi.org/simple
-owlplanner >= 2025.04.02
+owlplanner >= 2025.04.07

{owlplanner-2025.4.2 → owlplanner-2025.4.7}/ui/sskeys.py

@@ -177,8 +177,11 @@ def duplicateCase():
     ss.cases[ss.currentCase]["plan"] = None
     ss.cases[dupname] = copy.deepcopy(ss.cases[ss.currentCase])
     ss.cases[ss.currentCase]["plan"] = currentPlan
+
     ss.cases[dupname]["name"] = dupname
-    ss.cases[dupname]["summaryDf"] = None
+    for key in ["summaryDf", "histoPlot", "histoSummary", "monteCarloPlot", "monteCarloSummary"]:
+        ss.cases[dupname][key] = None
+
     ss.cases[dupname]["duplicate"] = True
     refreshCase(ss.cases[dupname])
     ss.currentCase = dupname
@@ -409,11 +412,11 @@ def getAccountAllocationRatios():
 
 
 def getPreviousMAGIs():
-    backMAGIs = [0, 0]
+    backMAGIs = [0., 0.]
     for ii in range(2):
         val = getKey(f"MAGI{ii}")
         if val:
-            backMAGIs[ii] = val
+            backMAGIs[ii] = float(val)
 
     return backMAGIs
 

owlplanner-2025.4.2/src/owlplanner/version.py

@@ -1 +0,0 @@
-__version__ = "2025.04.02"