owlplanner 2025.6.21__py3-none-any.whl → 2025.8.1__py3-none-any.whl
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- owlplanner/abcapi.py +1 -1
- owlplanner/config.py +3 -5
- owlplanner/mylogging.py +1 -1
- owlplanner/plan.py +309 -208
- owlplanner/progress.py +1 -1
- owlplanner/rates.py +1 -23
- owlplanner/tax2025.py +120 -41
- owlplanner/timelists.py +3 -2
- owlplanner/utils.py +1 -1
- owlplanner/version.py +1 -1
- {owlplanner-2025.6.21.dist-info → owlplanner-2025.8.1.dist-info}/METADATA +1 -1
- owlplanner-2025.8.1.dist-info/RECORD +22 -0
- owlplanner-2025.6.21.dist-info/RECORD +0 -22
- {owlplanner-2025.6.21.dist-info → owlplanner-2025.8.1.dist-info}/WHEEL +0 -0
- {owlplanner-2025.6.21.dist-info → owlplanner-2025.8.1.dist-info}/licenses/LICENSE +0 -0
owlplanner/abcapi.py
CHANGED
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@@ -18,7 +18,7 @@ A for matrix, B for bounds, C for constraints. Thus the name ABCAPI.
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Copyright © 2024 - Martin-D. Lacasse
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Disclaimers: This code is for
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Disclaimers: This code is for educational purposes only and does not constitute financial advice.
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"""
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owlplanner/config.py
CHANGED
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@@ -6,7 +6,7 @@ This file contains utility functions to save case parameters.
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Copyright © 2024 - Martin-D. Lacasse
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Disclaimers: This code is for
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Disclaimers: This code is for educational purposes only and does not constitute financial advice.
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"""
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@@ -65,9 +65,8 @@ def saveConfig(myplan, file, mylog):
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# Rates Selection.
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diconf["Rates Selection"] = {
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"Heirs rate on tax-deferred estate": float(100 * myplan.nu),
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"Long-term capital gain tax rate": float(100 * myplan.psi),
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"Dividend rate": float(100 * myplan.mu),
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"
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"OBBBA expiration year": myplan.yOBBBA,
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"Method": myplan.rateMethod,
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}
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if myplan.rateMethod in ["user", "stochastic"]:
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@@ -228,9 +227,8 @@ def readConfig(file, *, verbose=True, logstreams=None, readContributions=True):
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# Rates Selection.
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p.setDividendRate(float(diconf["Rates Selection"].get("Dividend rate", 1.8))) # Fix for mod.
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p.setLongTermCapitalTaxRate(float(diconf["Rates Selection"]["Long-term capital gain tax rate"]))
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p.setHeirsTaxRate(float(diconf["Rates Selection"]["Heirs rate on tax-deferred estate"]))
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p.
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p.yOBBBA = int(diconf["Rates Selection"].get("OBBBA expiration year", 2032))
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frm = None
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to = None
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owlplanner/mylogging.py
CHANGED
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@@ -6,7 +6,7 @@ This file contains routines for handling error messages.
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Copyright © 2024 - Martin-D. Lacasse
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Disclaimers: This code is for
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Disclaimers: This code is for educational purposes only and does not constitute financial advice.
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"""
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