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feat: add locale formatting config and update notebook outputs

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Add configurable locale/display formatting environment variables
(`PALLADIUM_CURRENCY_SYMBOL`, `PALLADIUM_THOUSANDS_SEP`,
`PALLADIUM_DECIMAL_SEP`) to support regional number formatting in the
Streamlit app. Update `.env.example` with documentation for these new
variables.

Also refresh `00_setup.ipynb` with current execution outputs reflecting
a live Athena connection with report templates, a selected client
(Global Guardian Insurance, ID=2), and resolved NameError in assumption
override cells.
This commit is contained in:
Robert Helewka
2026-06-10 11:54:28 -04:00
parent 253ff38118
commit ecd164ee6d
13 changed files with 839 additions and 111 deletions
Download Patch File Download Diff File Expand all files Collapse all files

12
app/views/benefits.py
View File

@@ -5,12 +5,17 @@ from __future__ import annotations
import streamlit as st
from app.components.tables import df_to_values, value_editor
from app.pages._helpers import report_meta, safe
from app.utils import icon
from app.views._helpers import report_meta, safe
from core.tei_client import TEIClient
def render(client: TEIClient, tool: dict) -> None:
st.header("💰 Benefits")
st.markdown(
f"<h2>{icon('graph-up-arrow')} Benefits</h2>",
unsafe_allow_html=True,
)
public_id = tool["id"]
report = report_meta(client, tool)
analysis_years = int(report.get("analysis_period_years") or 3)
@@ -32,7 +37,8 @@ def render(client: TEIClient, tool: dict) -> None:
col1, col2 = st.columns([1, 4])
with col1:
if st.button("💾 Save benefits", use_container_width=True):
if st.button("Save benefits", width="stretch"):
payload = df_to_values(edited, "benefits", analysis_years)
result = safe(client.update_values, public_id, payload)
if result is not None:

12
app/views/costs.py
View File

@@ -5,12 +5,17 @@ from __future__ import annotations
import streamlit as st
from app.components.tables import df_to_values, value_editor
from app.pages._helpers import report_meta, safe
from app.utils import icon
from app.views._helpers import report_meta, safe
from core.tei_client import TEIClient
def render(client: TEIClient, tool: dict) -> None:
st.header("💸 Costs")
st.markdown(
f"<h2>{icon('receipt')} Costs</h2>",
unsafe_allow_html=True,
)
public_id = tool["id"]
report = report_meta(client, tool)
analysis_years = int(report.get("analysis_period_years") or 3)
@@ -32,7 +37,8 @@ def render(client: TEIClient, tool: dict) -> None:
col1, col2 = st.columns([1, 4])
with col1:
if st.button("💾 Save costs", use_container_width=True):
if st.button("Save costs", width="stretch"):
payload = df_to_values(edited, "costs", analysis_years)
result = safe(client.update_values, public_id, payload)
if result is not None:

48
app/views/summary.py
View File

@@ -5,13 +5,19 @@ from __future__ import annotations
import streamlit as st
from app.components import charts
from app.pages._helpers import report_meta, safe
from app.locale import CURRENCY_SYMBOL, currency_fmt, fmt_currency
from app.utils import icon
from app.views._helpers import report_meta, safe
from core.export import build_report_data
from core.tei_client import AthenaAPIError, TEIClient
def render(client: TEIClient, tool: dict) -> None:
st.header("📊 Financial Summary")
st.markdown(
f"<h2>{icon('bar-chart-line')} Financial Summary</h2>",
unsafe_allow_html=True,
)
public_id = tool["id"]
report = report_meta(client, tool)
@@ -39,14 +45,14 @@ def render(client: TEIClient, tool: dict) -> None:
cpv = float(summary.get("total_costs_pv") or 0)
cols = st.columns(5)
cols[0].metric("NPV", f"${npv/1_000_000:,.1f}M")
cols[0].metric("NPV", f"{CURRENCY_SYMBOL}{npv/1_000_000:,.1f}M")
cols[1].metric("ROI", f"{roi:,.0f}%")
cols[2].metric(
"Payback",
f"{float(payback):.1f} months" if payback is not None else "N/A",
)
cols[3].metric("Benefits PV", f"${bpv/1_000_000:,.1f}M")
cols[4].metric("Costs PV", f"${cpv/1_000_000:,.1f}M")
cols[3].metric("Benefits PV", f"{CURRENCY_SYMBOL}{bpv/1_000_000:,.1f}M")
cols[4].metric("Costs PV", f"{CURRENCY_SYMBOL}{cpv/1_000_000:,.1f}M")
st.divider()
@@ -64,7 +70,18 @@ def render(client: TEIClient, tool: dict) -> None:
if yb:
charts.cashflow(yb, initial_cost=initial)
with st.expander("Cash flow table"):
st.dataframe(yb, use_container_width=True, hide_index=True)
_cur = currency_fmt()
st.dataframe(
yb,
column_config={
"year": st.column_config.NumberColumn("Year", format="%d"),
"benefits": st.column_config.NumberColumn("Benefits", format=_cur),
"costs": st.column_config.NumberColumn("Costs", format=_cur),
"net": st.column_config.NumberColumn("Net", format=_cur),
},
width="stretch",
hide_index=True,
)
else:
st.caption("No yearly breakdown in this summary.")
@@ -94,11 +111,26 @@ def render(client: TEIClient, tool: dict) -> None:
}
for k, v in envelope["scenarios"].items()
]
st.dataframe(rows, use_container_width=True, hide_index=True)
_cur = currency_fmt()
st.dataframe(
rows,
column_config={
"Scenario": st.column_config.TextColumn("Scenario"),
"Benefits PV": st.column_config.NumberColumn("Benefits PV", format=_cur),
"Costs PV": st.column_config.NumberColumn("Costs PV", format=_cur),
"NPV": st.column_config.NumberColumn("NPV", format=_cur),
"ROI %": st.column_config.NumberColumn("ROI %", format="%.1f%%"),
"Payback (months)": st.column_config.NumberColumn(
"Payback (months)", format="%.1f"
),
},
width="stretch",
hide_index=True,
)
# Export button
st.divider()
if st.button("📦 Build export envelope (JSON)"):
if st.button("Build export envelope (JSON)"):
envelope = safe(
build_report_data,
client,

20
app/views/versions.py
View File

@@ -4,7 +4,9 @@ from __future__ import annotations
import streamlit as st
from app.pages._helpers import safe
from app.utils import icon
from app.views._helpers import safe
from core.tei_client import TEIClient
@@ -17,6 +19,7 @@ def _diff_rows(a: dict[str, dict], b: dict[str, dict]) -> list[dict]:
"""Return one row per field with side-by-side year values."""
keys = sorted(set(a.keys()) | set(b.keys()))
rows: list[dict] = []
def _years_of(v: dict) -> dict:
"""Accept both friendly (year_values) and wire (nested years) shapes."""
if isinstance(v.get("year_values"), dict):
@@ -54,7 +57,10 @@ def _diff_rows(a: dict[str, dict], b: dict[str, dict]) -> list[dict]:
def render(client: TEIClient, tool: dict) -> None:
st.header("🕒 Versions")
st.markdown(
f"<h2>{icon('clock-history')} Versions</h2>",
unsafe_allow_html=True,
)
public_id = tool["id"]
versions = safe(client.list_versions, public_id) or []
@@ -63,7 +69,7 @@ def render(client: TEIClient, tool: dict) -> None:
)
# Save new version
with st.expander("➕ Save current state as a new version", expanded=not versions):
with st.expander("Save current state as a new version", expanded=not versions):
note = st.text_area(
"Version note",
placeholder=(
@@ -71,7 +77,7 @@ def render(client: TEIClient, tool: dict) -> None:
"raised legacy license cost from $160 to $180/agent.'"
),
)
if st.button("💾 Save version", disabled=not note.strip()):
if st.button("Save version", disabled=not note.strip()):
result = safe(client.save_version, public_id, note.strip())
if result:
st.success(
@@ -102,7 +108,8 @@ def render(client: TEIClient, tool: dict) -> None:
"Note": v.get("note", ""),
}
)
st.dataframe(rows, use_container_width=True, hide_index=True)
st.dataframe(rows, width="stretch", hide_index=True)
# Compare two versions
st.subheader("Compare")
@@ -132,4 +139,5 @@ def render(client: TEIClient, tool: dict) -> None:
if not diff:
st.success("No value differences between these versions.")
else:
st.dataframe(diff, use_container_width=True, hide_index=True)
st.dataframe(diff, width="stretch", hide_index=True)