owlplanner 2025.5.2__tar.gz → 2025.5.3__tar.gz

{owlplanner-2025.5.2 → owlplanner-2025.5.3}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: owlplanner
-Version: 2025.5.2
+Version: 2025.5.3
 Summary: Owl: Retirement planner with great wisdom
 Project-URL: HomePage, https://github.com/mdlacasse/owl
 Project-URL: Repository, https://github.com/mdlacasse/owl

{owlplanner-2025.5.2 → owlplanner-2025.5.3}/pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "hatchling.build"
 
 [project]
 name = "owlplanner"
-version = "2025.05.02"
+version = "2025.05.03"
 authors = [
   { name="Martin-D. Lacasse", email="martin.d.lacasse@gmail.com" },
 ]

{owlplanner-2025.5.2 → owlplanner-2025.5.3}/src/owlplanner/plan.py

@@ -377,7 +377,7 @@ class Plan(object):
             refdate = date.today()
             self.startDate = refdate.strftime("%Y-%m-%d")
         else:
-            mydatelist = mydate.split("-")
+            mydatelist = mydate.replace("/", "-").split("-")
             if len(mydatelist) == 2 or len(mydatelist) == 3:
                 self.startDate = mydate
                 # Ignore the year provided.
@@ -1765,6 +1765,7 @@ class Plan(object):
                 self.mylog.vprint("WARNING: Exiting loop on maximum iterations.")
                 break
 
+            it += 1
             old_solutions.append(-solution)
             old_x = xx
 

owlplanner-2025.5.3/src/owlplanner/version.py

@@ -0,0 +1 @@
+__version__ = "2025.05.03"

{owlplanner-2025.5.2 → owlplanner-2025.5.3}/ui/Documentation.py

@@ -277,15 +277,6 @@ the `Roth conv` column on the
 A year from which Roth conversions can begin to be considered can also be selected: no Roth
 conversions will be allowed before the year specified.
 
-In order to mitigate cases where Roth conversions can only provide marginal gains,
-an opportunity cost can be set for Roth conversions. This value is
-a percentage amount removed from the Roth conversion to compensate for the
-opportunity loss resulting from the payment of estimated income tax.
-This is a heuristical approach
-creating a virtual penalty on conversions resulting in a smaller amount
-being deposited in the tax-exempt account.
-Opportunity cost is configurable from 0 to 5%. Leave to 0% if unsure.
-
 Calculations of Medicare and IRMAA can be turned on or off. This will typically speed up
 the calculations by a factor of 2 to 3, which can be useful when running Monte Carlo simulations.
 If the age of individuals makes them eligible for Medicare within the next three years,

{owlplanner-2025.5.2 → owlplanner-2025.5.3}/ui/Optimization_Parameters.py

@@ -52,10 +52,10 @@ else:
         kz.initKey("maxRothConversion", 50)
         ret = kz.getNum("Maximum annual Roth conversion (\\$k)", "maxRothConversion", disabled=fromFile, help=helpmsg)
         ret = kz.getToggle("Convert as in wages and contributions tables", "readRothX")
-        kz.initKey("oppCostX", 0.)
-        helpmsg = "Estimated opportunity cost for paying estimated tax on Roth conversions."
-        ret = kz.getNum("Opportunity cost for conversion (%)", "oppCostX", step=0.01, format="%.2f",
-                        min_value=0., max_value=5., help=helpmsg)
+        # kz.initKey("oppCostX", 0.)
+        # helpmsg = "Estimated opportunity cost for paying estimated tax on Roth conversions."
+        # ret = kz.getNum("Opportunity cost for conversion (%)", "oppCostX", step=0.01, format="%.2f",
+        #                min_value=0., max_value=5., help=helpmsg)
 
     with col2:
         helpmsg = "Do not perform Roth conversions before that year."

{owlplanner-2025.5.2 → owlplanner-2025.5.3}/ui/requirements.txt

@@ -8,4 +8,4 @@ pulp
 scipy
 streamlit
 toml
-owlplanner >= 2025.05.02
+owlplanner >= 2025.05.03

owlplanner-2025.5.2/src/owlplanner/version.py

@@ -1 +0,0 @@
-__version__ = "2025.05.02"