feat: add locale formatting config and update notebook outputs

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.

.env.example

@@ -10,3 +10,16 @@ ATHENA_API_KEY=your-api-key-here
 # PALLADIUM_TOOL_PUBLIC_ID=
 # PALLADIUM_PROPOSAL_ID=
 # PALLADIUM_ENGAGEMENT_ID=
+
+# ---------------------------------------------------------------------------
+# Locale / display formatting (Streamlit app)
+# ---------------------------------------------------------------------------
+# Currency symbol prefix (default: $)
+# PALLADIUM_CURRENCY_SYMBOL=$
+#
+# Thousands separator (default: , for Americas/UK; use . for continental Europe)
+# PALLADIUM_THOUSANDS_SEP=,
+#
+# Decimal separator (default: . for Americas/UK; use , for continental Europe)
+# PALLADIUM_DECIMAL_SEP=.
+

00_setup.ipynb

@@ -22,7 +22,7 @@
   },
   {
    "cell_type": "code",
-   "execution_count": 1,
+   "execution_count": 6,
    "id": "53fcc345",
    "metadata": {},
    "outputs": [
@@ -32,7 +32,7 @@
        "Palladium(root='palladium', athena='not tested')"
       ]
      },
-     "execution_count": 1,
+     "execution_count": 6,
      "metadata": {},
      "output_type": "execute_result"
     }
@@ -66,7 +66,7 @@
   },
   {
    "cell_type": "code",
-   "execution_count": 2,
+   "execution_count": 7,
    "id": "853aaab8",
    "metadata": {},
    "outputs": [
@@ -102,7 +102,7 @@
   },
   {
    "cell_type": "code",
-   "execution_count": 3,
+   "execution_count": 8,
    "id": "9b7fcc97",
    "metadata": {},
    "outputs": [
@@ -110,7 +110,7 @@
      "name": "stdout",
      "output_type": "stream",
      "text": [
-      "✅ Athena connected — https://athena.ouranos.helu.ca (0 report templates visible)\n"
+      "✅ Athena connected — https://athena.ouranos.helu.ca (1 report templates visible)\n"
      ]
     },
     {
@@ -119,11 +119,11 @@
        "{'status': 'ok',\n",
        " 'base_url': 'https://athena.ouranos.helu.ca',\n",
        " 'authenticated': True,\n",
-       " 'reports_found': 0,\n",
+       " 'reports_found': 1,\n",
-       " 'timestamp': '2026-06-10T06:45:10.418874'}"
+       " 'timestamp': '2026-06-10T07:08:06.947037'}"
       ]
      },
-     "execution_count": 3,
+     "execution_count": 8,
      "metadata": {},
      "output_type": "execute_result"
     }
@@ -144,16 +144,69 @@
   },
   {
    "cell_type": "code",
-   "execution_count": 4,
+   "execution_count": 9,
    "id": "83edbe4d",
    "metadata": {},
    "outputs": [
     {
-     "name": "stdout",
+     "data": {
-     "output_type": "stream",
+      "text/html": [
-     "text": [
+       "<div>\n",
-      "No TEI report templates yet — studies/202602_AmazonConnect/notebooks/00_provision.ipynb creates one.\n"
+       "<style scoped>\n",
-     ]
+       "    .dataframe tbody tr th:only-of-type {\n",
+       "        vertical-align: middle;\n",
+       "    }\n",
+       "\n",
+       "    .dataframe tbody tr th {\n",
+       "        vertical-align: top;\n",
+       "    }\n",
+       "\n",
+       "    .dataframe thead th {\n",
+       "        text-align: right;\n",
+       "    }\n",
+       "</style>\n",
+       "<table border=\"1\" class=\"dataframe\">\n",
+       "  <thead>\n",
+       "    <tr style=\"text-align: right;\">\n",
+       "      <th></th>\n",
+       "      <th>id</th>\n",
+       "      <th>name</th>\n",
+       "      <th>vendor</th>\n",
+       "      <th>version</th>\n",
+       "      <th>status</th>\n",
+       "      <th>analysis_period_years</th>\n",
+       "      <th>discount_rate</th>\n",
+       "      <th>field_count</th>\n",
+       "      <th>instance_count</th>\n",
+       "    </tr>\n",
+       "  </thead>\n",
+       "  <tbody>\n",
+       "    <tr>\n",
+       "      <th>0</th>\n",
+       "      <td>xsUTbjh4iDnJ</td>\n",
+       "      <td>Amazon Connect 2026</td>\n",
+       "      <td>AWS</td>\n",
+       "      <td>1.0</td>\n",
+       "      <td>active</td>\n",
+       "      <td>3</td>\n",
+       "      <td>0.1000</td>\n",
+       "      <td>11</td>\n",
+       "      <td>0</td>\n",
+       "    </tr>\n",
+       "  </tbody>\n",
+       "</table>\n",
+       "</div>"
+      ],
+      "text/plain": [
+       "             id                 name vendor version  status  \\\n",
+       "0  xsUTbjh4iDnJ  Amazon Connect 2026    AWS     1.0  active   \n",
+       "\n",
+       "   analysis_period_years discount_rate  field_count  instance_count  \n",
+       "0                      3        0.1000           11               0  "
+      ]
+     },
+     "metadata": {},
+     "output_type": "display_data"
     }
    ],
    "source": [
@@ -172,7 +225,7 @@
   },
   {
    "cell_type": "code",
-   "execution_count": 5,
+   "execution_count": 10,
    "id": "a247bedd",
    "metadata": {},
    "outputs": [
@@ -209,6 +262,30 @@
     "2. **Work the study** → notebooks `01_benefits` → `04_export` in the same folder.\n",
     "3. **Interactive data entry** → `make app` (or `streamlit run app/main.py`)."
    ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": null,
+   "id": "d20d824f-e464-4ff7-8191-10c2495842a0",
+   "metadata": {},
+   "outputs": [],
+   "source": []
+  },
+  {
+   "cell_type": "code",
+   "execution_count": null,
+   "id": "630ee935-7c7b-47e5-9c13-6285316823e2",
+   "metadata": {},
+   "outputs": [],
+   "source": []
+  },
+  {
+   "cell_type": "code",
+   "execution_count": null,
+   "id": "7eba3877-8e51-443f-9953-9d0a48425f9f",
+   "metadata": {},
+   "outputs": [],
+   "source": []
   }
  ],
  "metadata": {

README.md

@@ -261,7 +261,7 @@ palladium/
 │   └── __main__.py
 ├── app/                               # Streamlit UI — works with any TEI study
 │   ├── main.py                        # entry point
-│   ├── pages/                         # benefits, costs, summary, versions
+│   ├── views/                         # benefits, costs, summary, versions (NOT `pages/` — avoids Streamlit auto-multipage)
 │   └── components/                    # tables, charts
 ├── studies/                           # One folder per TEI engagement
 │   └── 202602_AmazonConnect/

app/components/charts.py

@@ -9,24 +9,24 @@ from core.notebook_helpers import charts as core_charts
 
 def cashflow(yearly_breakdown, *, initial_cost: float = 0.0) -> None:
     fig = core_charts.cashflow_chart(yearly_breakdown, initial_cost=initial_cost)
-    st.plotly_chart(fig, use_container_width=True)
+    st.plotly_chart(fig, width="stretch")
 
 
 def benefits_bar(items) -> None:
     fig = core_charts.benefits_bar(items)
-    st.plotly_chart(fig, use_container_width=True)
+    st.plotly_chart(fig, width="stretch")
 
 
 def cost_pie(items) -> None:
     fig = core_charts.cost_breakdown_pie(items)
-    st.plotly_chart(fig, use_container_width=True)
+    st.plotly_chart(fig, width="stretch")
 
 
 def scenario_bars(scenarios) -> None:
     fig = core_charts.scenario_comparison(scenarios)
-    st.plotly_chart(fig, use_container_width=True)
+    st.plotly_chart(fig, width="stretch")
 
 
 def waterfall(values) -> None:
     fig = core_charts.waterfall(values)
-    st.plotly_chart(fig, use_container_width=True)
+    st.plotly_chart(fig, width="stretch")

app/components/tables.py

@@ -5,9 +5,11 @@ from __future__ import annotations
 import pandas as pd
 import streamlit as st
 
+from app.locale import currency_fmt, fmt_currency, fmt_pct, pct_fmt, _STANDARD_LOCALE
+
 
 def _years_for_table(fields: list[dict], analysis_years: int) -> list[int]:
-    """Years 1..N — taken from analysis_period_years on the report."""
+    """Years 1..N -- taken from analysis_period_years on the report."""
     return list(range(1, max(int(analysis_years or 3), 1) + 1))
 
 
@@ -26,6 +28,11 @@ def value_editor(
     columns, an ``initial`` column for costs, a risk_adjustment column, and
     a notes column. Returns the edited DataFrame; the caller is responsible
     for converting it back to value-row dicts and PUTting to Athena.
+
+    Currency columns use the locale configured via PALLADIUM_CURRENCY_SYMBOL /
+    PALLADIUM_THOUSANDS_SEP / PALLADIUM_DECIMAL_SEP in .env.
+    The risk_adj column is stored as a 0-1 fraction and displayed as a
+    percentage (e.g. 0.20 -> "20.00%").
     """
     fields = [
         f
@@ -44,43 +51,76 @@ def value_editor(
     for f in fields:
         v = by_key.get(f["field_key"], {}) or {}
         yv = v.get("year_values") or {}
+        risk_raw = float(v.get("risk_adjustment") or 0.0)
         row = {
             "field_key": f["field_key"],
             "label": f.get("label", f["field_key"]),
             "category": f.get("category", "") or "",
         }
         if table == "costs":
-            row["Initial"] = float(v.get("initial") or 0.0)
+            if _STANDARD_LOCALE:
+                row["Initial"] = float(v.get("initial") or 0.0)
+            else:
+                row["Initial"] = fmt_currency(float(v.get("initial") or 0.0))
         for y in years:
-            row[f"Year {y}"] = float(yv.get(str(y)) or 0.0)
+            raw = float(yv.get(str(y)) or 0.0)
-        row["risk_adj"] = float(v.get("risk_adjustment") or 0.0)
+            if _STANDARD_LOCALE:
+                row[f"Year {y}"] = raw
+            else:
+                row[f"Year {y}"] = fmt_currency(raw)
+        # Risk adj: store as fraction for standard locales (NumberColumn handles
+        # display), or pre-format as "20.00%" string for non-standard locales.
+        if _STANDARD_LOCALE:
+            row["risk_adj"] = risk_raw
+        else:
+            row["risk_adj"] = fmt_pct(risk_raw)
         row["notes"] = v.get("notes", "") or ""
         rows.append(row)
 
     df = pd.DataFrame(rows)
 
+    _cur_fmt = currency_fmt()
+    _pct_fmt_str = pct_fmt()
+
     column_config: dict = {
         "field_key": st.column_config.TextColumn("Key", disabled=True, width="small"),
         "label": st.column_config.TextColumn("Field", disabled=True),
         "category": st.column_config.TextColumn("Category", disabled=True, width="small"),
-        "risk_adj": st.column_config.NumberColumn(
-            "Risk Adj.", min_value=0.0, max_value=1.0, step=0.05, format="%.2f"
-        ),
         "notes": st.column_config.TextColumn("Notes", width="medium"),
     }
-    if table == "costs":
+
-        column_config["Initial"] = st.column_config.NumberColumn(
+    if _STANDARD_LOCALE:
-            "Initial", format="$%.0f"
+        column_config["risk_adj"] = st.column_config.NumberColumn(
+            "Risk Adj.",
+            min_value=0.0,
+            max_value=1.0,
+            step=0.05,
+            format=_pct_fmt_str,
+            help="Enter as a decimal fraction (e.g. 0.20 = 20%)",
         )
-    for y in years:
+        if table == "costs":
-        column_config[f"Year {y}"] = st.column_config.NumberColumn(
+            column_config["Initial"] = st.column_config.NumberColumn(
-            f"Year {y}", format="$%.0f"
+                "Initial", format=_cur_fmt
+            )
+        for y in years:
+            column_config[f"Year {y}"] = st.column_config.NumberColumn(
+                f"Year {y}", format=_cur_fmt
+            )
+    else:
+        # Non-standard locale: display as pre-formatted strings (read-only display;
+        # user edits the raw number and we re-format on save).
+        column_config["risk_adj"] = st.column_config.TextColumn(
+            "Risk Adj.", help="Displayed as percentage; stored as 0-1 fraction"
         )
+        if table == "costs":
+            column_config["Initial"] = st.column_config.TextColumn("Initial")
+        for y in years:
+            column_config[f"Year {y}"] = st.column_config.TextColumn(f"Year {y}")
 
     edited = st.data_editor(
         df,
         column_config=column_config,
-        use_container_width=True,
+        width="stretch",
         num_rows="fixed",
         hide_index=True,
         key=key,

app/locale.py

@@ -0,0 +1,87 @@
+"""
+Locale / formatting settings for the Palladium Streamlit app.
+
+All settings are read from environment variables (via .env) so the same
+codebase can be deployed for different regions without code changes.
+
+Environment variables
+---------------------
+PALLADIUM_CURRENCY_SYMBOL   Default: "$"
+    Prefix shown before monetary values (e.g. "$", "€", "£", "CAD ").
+
+PALLADIUM_THOUSANDS_SEP     Default: ","
+    Thousands separator used in number display (e.g. "," for Americas,
+    "." for continental Europe, " " for some locales).
+
+PALLADIUM_DECIMAL_SEP       Default: "."
+    Decimal separator (e.g. "." for Americas/UK, "," for continental Europe).
+
+Note: Streamlit's NumberColumn ``format`` uses printf-style strings.
+The ``%,`` flag (thousands separator) is supported in Streamlit ≥ 1.31.
+For non-standard separators (e.g. European "." thousands / "," decimal)
+the values are pre-formatted as strings and displayed in TextColumns.
+"""
+
+from __future__ import annotations
+
+import os
+
+
+def _env(key: str, default: str) -> str:
+    return os.environ.get(key, default).strip()
+
+
+# ---------------------------------------------------------------------------
+# Resolved settings (read once at import time; restart app to pick up changes)
+# ---------------------------------------------------------------------------
+CURRENCY_SYMBOL: str = _env("PALLADIUM_CURRENCY_SYMBOL", "$")
+THOUSANDS_SEP: str = _env("PALLADIUM_THOUSANDS_SEP", ",")
+DECIMAL_SEP: str = _env("PALLADIUM_DECIMAL_SEP", ".")
+
+# True when the locale uses standard printf-compatible separators
+# (i.e. "," thousands + "." decimal — the C/POSIX default).
+# When False, we pre-format values as strings instead of relying on printf.
+_STANDARD_LOCALE: bool = THOUSANDS_SEP == "," and DECIMAL_SEP == "."
+
+
+def currency_fmt() -> str:
+    """Return a Streamlit NumberColumn ``format`` string for currency.
+
+    For standard locales returns e.g. ``"$%,.0f"`` (thousands-separated,
+    no decimal places).  For non-standard locales returns ``"%s"`` and
+    callers should use :func:`fmt_currency` to pre-format the value.
+    """
+    if _STANDARD_LOCALE:
+        return f"{CURRENCY_SYMBOL}%,.0f"
+    return "%s"
+
+
+def pct_fmt() -> str:
+    """Return a Streamlit NumberColumn ``format`` string for percentages.
+
+    Stores the value as a fraction (0–1) and displays as e.g. ``"20.00%"``.
+    Streamlit's ``%%`` in format strings renders a literal ``%``.
+    """
+    if _STANDARD_LOCALE:
+        return "%.2f%%"
+    return "%s"
+
+
+def fmt_currency(value: float) -> str:
+    """Format *value* as a currency string using the configured locale."""
+    if _STANDARD_LOCALE:
+        return f"{CURRENCY_SYMBOL}{value:,.0f}"
+    # Non-standard: build manually
+    integer_part = f"{int(abs(value)):,}".replace(",", THOUSANDS_SEP)
+    sign = "-" if value < 0 else ""
+    return f"{sign}{CURRENCY_SYMBOL}{integer_part}"
+
+
+def fmt_pct(value: float) -> str:
+    """Format *value* (0–1 fraction) as a percentage string."""
+    pct = value * 100
+    if _STANDARD_LOCALE:
+        return f"{pct:.2f}%"
+    integer_part = f"{int(pct)}"
+    decimal_part = f"{abs(pct) % 1:.2f}"[1:]  # ".xx"
+    return f"{integer_part}{DECIMAL_SEP}{decimal_part[1:]}%"

app/main.py

@@ -24,6 +24,7 @@ if str(_ROOT) not in sys.path:
 import streamlit as st
 
 from core.tei_client import AthenaAPIError, TEIClient
+from app.utils import icon, inject_icons
 
 st.set_page_config(
     page_title="Palladium — TEI Calculator",
@@ -32,6 +33,7 @@ st.set_page_config(
 )
 
 
+
 @st.cache_resource(show_spinner=False)
 def get_client() -> TEIClient:
     return TEIClient()
@@ -75,7 +77,9 @@ def _crm_engagements(_client: TEIClient, client_name: str) -> list[dict]:
 
 def sidebar_tool_picker(client: TEIClient) -> dict | None:
     """Sidebar: pick an existing TEI tool or create one from a report template."""
-    st.sidebar.title("🛡️ Palladium")
+    st.sidebar.markdown(
+        f"{icon('shield-fill')} **Palladium**", unsafe_allow_html=True
+    )
     st.sidebar.caption("TEI Calculator")
 
     tools = _safe_call(client.list_tools) or []
@@ -163,15 +167,20 @@ def sidebar_tool_picker(client: TEIClient) -> dict | None:
         st.sidebar.markdown(f"**Public ID**: `{tool.get('id')}`")
         st.sidebar.markdown(f"**Status**: {tool.get('status', '?')}")
         st.sidebar.markdown(f"**Version**: {tool.get('current_version', 0)}")
-        if st.sidebar.button("🔄 Recalculate"):
+        if st.sidebar.button("Recalculate"):
             _safe_call(client.calculate, tool["id"])
-            st.toast("Recalculated.", icon="✅")
+            st.toast("Recalculated.", icon=None)
             st.cache_data.clear()
     return tool
 
 
 def main() -> None:
-    st.title("Palladium — TEI Calculator")
+    inject_icons()
+
+    st.markdown(
+        f"<h1 style='margin-bottom:0'>{icon('shield-fill')} Palladium — TEI Calculator</h1>",
+        unsafe_allow_html=True,
+    )
     try:
         client = get_client()
     except ValueError as e:
@@ -186,14 +195,19 @@ def main() -> None:
         st.info("Pick or create a TEI tool from the sidebar to begin.")
         return
 
-    # Tab navigation — matches `app/pages/*` modules but kept as tabs so all
+    # Tab navigation — matches `app/views/*` modules but kept as tabs so all
     # views share the chosen tool/state without re-querying.
-    tabs = st.tabs(["📊 Summary", "💰 Benefits", "💸 Costs", "🕒 Versions"])
+    #
+    # NOTE: the directory is `app/views/`, NOT `app/pages/`. Streamlit treats a
+    # `pages/` directory next to the entrypoint as auto-discovered multipage
+    # scripts, which would render blank since these modules only define
+    # `render()` and have no top-level output.
+    tabs = st.tabs(["Summary", "Benefits", "Costs", "Versions"])
 
-    from app.pages import benefits as benefits_page
+    from app.views import benefits as benefits_page
-    from app.pages import costs as costs_page
+    from app.views import costs as costs_page
-    from app.pages import summary as summary_page
+    from app.views import summary as summary_page
-    from app.pages import versions as versions_page
+    from app.views import versions as versions_page
 
     with tabs[0]:
         summary_page.render(client, tool)

app/utils.py

@@ -0,0 +1,45 @@
+"""
+Shared UI utilities for the Palladium Streamlit app.
+
+Kept in a separate module so that ``app.main`` and ``app.views.*`` can both
+import from here without creating a circular dependency.
+"""
+
+from __future__ import annotations
+
+import streamlit as st
+
+# ---------------------------------------------------------------------------
+# Bootstrap Icons — injected once at the top of every page render.
+# Using the CDN stylesheet so no npm/build step is needed.
+# ---------------------------------------------------------------------------
+_BI_CSS = """
+<link
+  rel="stylesheet"
+  href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.11.3/font/bootstrap-icons.min.css"
+/>
+<style>
+  /* Tighten up the default Streamlit header spacing */
+  .block-container { padding-top: 1.5rem; }
+  /* Make BI icons align nicely with surrounding text */
+  .bi { vertical-align: -0.125em; }
+</style>
+"""
+
+
+def inject_icons() -> None:
+    """Inject Bootstrap Icons CSS (idempotent — Streamlit deduplicates identical HTML)."""
+    st.markdown(_BI_CSS, unsafe_allow_html=True)
+
+
+def icon(name: str, *, cls: str = "") -> str:
+    """Return an inline Bootstrap Icon ``<i>`` tag.
+
+    Usage::
+
+        st.markdown(icon("bar-chart") + " Financial Summary", unsafe_allow_html=True)
+
+    See the full icon catalogue at https://icons.getbootstrap.com/
+    """
+    extra = f" {cls}" if cls else ""
+    return f'<i class="bi bi-{name}{extra}"></i>'

app/views/benefits.py

@@ -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:

app/views/costs.py

@@ -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:

app/views/summary.py

@@ -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[3].metric("Benefits PV", f"{CURRENCY_SYMBOL}{bpv/1_000_000:,.1f}M")
-    cols[4].metric("Costs PV", f"${cpv/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,

app/views/versions.py

@@ -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)
+

studies/202602_AmazonConnect/notebooks/00_provision.ipynb

@@ -21,7 +21,7 @@
   },
   {
    "cell_type": "code",
-   "execution_count": 5,
+   "execution_count": 2,
    "id": "5bcc7740",
    "metadata": {},
    "outputs": [
@@ -58,7 +58,7 @@
   },
   {
    "cell_type": "code",
-   "execution_count": 6,
+   "execution_count": 3,
    "id": "386ae38b",
    "metadata": {},
    "outputs": [
@@ -111,7 +111,7 @@
   },
   {
    "cell_type": "code",
-   "execution_count": 7,
+   "execution_count": 4,
    "id": "dc46ab46",
    "metadata": {},
    "outputs": [
@@ -198,20 +198,89 @@
   },
   {
    "cell_type": "code",
-   "execution_count": 12,
+   "execution_count": 5,
    "id": "4070b9c2",
    "metadata": {},
    "outputs": [
     {
-     "ename": "AttributeError",
+     "data": {
-     "evalue": "'TEIClient' object has no attribute 'list_clients'",
+      "text/html": [
-     "output_type": "error",
+       "<div>\n",
-     "traceback": [
+       "<style scoped>\n",
-      "\u001b[31m---------------------------------------------------------------------------\u001b[39m",
+       "    .dataframe tbody tr th:only-of-type {\n",
-      "\u001b[31mAttributeError\u001b[39m                            Traceback (most recent call last)",
+       "        vertical-align: middle;\n",
-      "\u001b[36mCell\u001b[39m\u001b[36m \u001b[39m\u001b[32mIn[12]\u001b[39m\u001b[32m, line 3\u001b[39m\n\u001b[32m      1\u001b[39m CLIENT_SEARCH = \u001b[33m\"Global\"\u001b[39m          \u001b[38;5;66;03m# e.g. \"Acme\" — empty lists everyone\u001b[39;00m\n\u001b[32m      2\u001b[39m \n\u001b[32m----> \u001b[39m\u001b[32m3\u001b[39m clients = client.list_clients(search=CLIENT_SEARCH \u001b[38;5;28;01mor\u001b[39;00m \u001b[38;5;28;01mNone\u001b[39;00m)\n\u001b[32m      4\u001b[39m \u001b[38;5;28;01mif\u001b[39;00m clients:\n\u001b[32m      5\u001b[39m     display(pd.DataFrame(clients)[\n\u001b[32m      6\u001b[39m         [c for c in (\"id\", \"name\", \"vertical\", \"client_type\", \"employee_count\",\n",
+       "    }\n",
-      "\u001b[31mAttributeError\u001b[39m: 'TEIClient' object has no attribute 'list_clients'"
+       "\n",
-     ]
+       "    .dataframe tbody tr th {\n",
+       "        vertical-align: top;\n",
+       "    }\n",
+       "\n",
+       "    .dataframe thead th {\n",
+       "        text-align: right;\n",
+       "    }\n",
+       "</style>\n",
+       "<table border=\"1\" class=\"dataframe\">\n",
+       "  <thead>\n",
+       "    <tr style=\"text-align: right;\">\n",
+       "      <th></th>\n",
+       "      <th>id</th>\n",
+       "      <th>name</th>\n",
+       "      <th>vertical</th>\n",
+       "      <th>client_type</th>\n",
+       "      <th>employee_count</th>\n",
+       "      <th>contact_center_agent_count</th>\n",
+       "      <th>supervisor_count</th>\n",
+       "    </tr>\n",
+       "  </thead>\n",
+       "  <tbody>\n",
+       "    <tr>\n",
+       "      <th>0</th>\n",
+       "      <td>2</td>\n",
+       "      <td>Global Guardian Insurance</td>\n",
+       "      <td>None</td>\n",
+       "      <td>For-Profit</td>\n",
+       "      <td>12000</td>\n",
+       "      <td>2500</td>\n",
+       "      <td>None</td>\n",
+       "    </tr>\n",
+       "    <tr>\n",
+       "      <th>1</th>\n",
+       "      <td>3</td>\n",
+       "      <td>Eudaimonix</td>\n",
+       "      <td>None</td>\n",
+       "      <td>For-Profit</td>\n",
+       "      <td>1500</td>\n",
+       "      <td>300</td>\n",
+       "      <td>None</td>\n",
+       "    </tr>\n",
+       "    <tr>\n",
+       "      <th>2</th>\n",
+       "      <td>4</td>\n",
+       "      <td>Aetherium Forge</td>\n",
+       "      <td>None</td>\n",
+       "      <td>For-Profit</td>\n",
+       "      <td>500</td>\n",
+       "      <td>42</td>\n",
+       "      <td>None</td>\n",
+       "    </tr>\n",
+       "  </tbody>\n",
+       "</table>\n",
+       "</div>"
+      ],
+      "text/plain": [
+       "   id                       name vertical client_type  employee_count  \\\n",
+       "0   2  Global Guardian Insurance     None  For-Profit           12000   \n",
+       "1   3                 Eudaimonix     None  For-Profit            1500   \n",
+       "2   4            Aetherium Forge     None  For-Profit             500   \n",
+       "\n",
+       "   contact_center_agent_count supervisor_count  \n",
+       "0                        2500             None  \n",
+       "1                         300             None  \n",
+       "2                          42             None  "
+      ]
+     },
+     "metadata": {},
+     "output_type": "display_data"
     }
    ],
    "source": [
@@ -230,24 +299,112 @@
   },
   {
    "cell_type": "code",
-   "execution_count": 10,
+   "execution_count": 6,
    "id": "4e97978c",
    "metadata": {},
    "outputs": [
     {
-     "ename": "NameError",
+     "name": "stdout",
-     "evalue": "name 'clients' is not defined",
+     "output_type": "stream",
-     "output_type": "error",
+     "text": [
-     "traceback": [
+      "\n",
-      "\u001b[31m---------------------------------------------------------------------------\u001b[39m",
+      "Client profile — no re-entry needed downstream:\n"
-      "\u001b[31mNameError\u001b[39m                                 Traceback (most recent call last)",
-      "\u001b[36mCell\u001b[39m\u001b[36m \u001b[39m\u001b[32mIn[10]\u001b[39m\u001b[32m, line 3\u001b[39m\n\u001b[32m      1\u001b[39m CLIENT_ID = \u001b[38;5;28;01mNone\u001b[39;00m            \u001b[38;5;66;03m# ← set from the `id` column above, or leave for auto-pick\u001b[39;00m\n\u001b[32m      2\u001b[39m \n\u001b[32m----> \u001b[39m\u001b[32m3\u001b[39m \u001b[38;5;28;01mif\u001b[39;00m CLIENT_ID \u001b[38;5;28;01mis\u001b[39;00m \u001b[38;5;28;01mNone\u001b[39;00m \u001b[38;5;28;01mand\u001b[39;00m len(clients) == \u001b[32m1\u001b[39m:\n\u001b[32m      4\u001b[39m     CLIENT_ID = clients[\u001b[32m0\u001b[39m][\u001b[33m\"id\"\u001b[39m]\n\u001b[32m      5\u001b[39m     print(f\"Auto-selected the only client: {clients[\u001b[32m0\u001b[39m][\u001b[33m'name'\u001b[39m]} (id={CLIENT_ID})\")\n\u001b[32m      6\u001b[39m \u001b[38;5;28;01massert\u001b[39;00m CLIENT_ID \u001b[38;5;28;01mis\u001b[39;00m \u001b[38;5;28;01mnot\u001b[39;00m \u001b[38;5;28;01mNone\u001b[39;00m, \u001b[33m\"Set CLIENT_ID from the table above and re-run this cell.\"\u001b[39m\n",
-      "\u001b[31mNameError\u001b[39m: name 'clients' is not defined"
      ]
+    },
+    {
+     "data": {
+      "text/html": [
+       "<div>\n",
+       "<style scoped>\n",
+       "    .dataframe tbody tr th:only-of-type {\n",
+       "        vertical-align: middle;\n",
+       "    }\n",
+       "\n",
+       "    .dataframe tbody tr th {\n",
+       "        vertical-align: top;\n",
+       "    }\n",
+       "\n",
+       "    .dataframe thead th {\n",
+       "        text-align: right;\n",
+       "    }\n",
+       "</style>\n",
+       "<table border=\"1\" class=\"dataframe\">\n",
+       "  <thead>\n",
+       "    <tr style=\"text-align: right;\">\n",
+       "      <th></th>\n",
+       "      <th>Global Guardian Insurance</th>\n",
+       "    </tr>\n",
+       "  </thead>\n",
+       "  <tbody>\n",
+       "    <tr>\n",
+       "      <th>id</th>\n",
+       "      <td>2</td>\n",
+       "    </tr>\n",
+       "    <tr>\n",
+       "      <th>name</th>\n",
+       "      <td>Global Guardian Insurance</td>\n",
+       "    </tr>\n",
+       "    <tr>\n",
+       "      <th>abbreviated_name</th>\n",
+       "      <td>GGI</td>\n",
+       "    </tr>\n",
+       "    <tr>\n",
+       "      <th>vertical</th>\n",
+       "      <td>None</td>\n",
+       "    </tr>\n",
+       "    <tr>\n",
+       "      <th>client_type</th>\n",
+       "      <td>For-Profit</td>\n",
+       "    </tr>\n",
+       "    <tr>\n",
+       "      <th>employee_count</th>\n",
+       "      <td>12000</td>\n",
+       "    </tr>\n",
+       "    <tr>\n",
+       "      <th>revenue</th>\n",
+       "      <td>4500000000.0</td>\n",
+       "    </tr>\n",
+       "    <tr>\n",
+       "      <th>contact_center_agent_count</th>\n",
+       "      <td>2500</td>\n",
+       "    </tr>\n",
+       "    <tr>\n",
+       "      <th>service_desk_agent_count</th>\n",
+       "      <td>300</td>\n",
+       "    </tr>\n",
+       "    <tr>\n",
+       "      <th>supervisor_count</th>\n",
+       "      <td>None</td>\n",
+       "    </tr>\n",
+       "    <tr>\n",
+       "      <th>location_count</th>\n",
+       "      <td>120</td>\n",
+       "    </tr>\n",
+       "  </tbody>\n",
+       "</table>\n",
+       "</div>"
+      ],
+      "text/plain": [
+       "                            Global Guardian Insurance\n",
+       "id                                                  2\n",
+       "name                        Global Guardian Insurance\n",
+       "abbreviated_name                                  GGI\n",
+       "vertical                                         None\n",
+       "client_type                                For-Profit\n",
+       "employee_count                                  12000\n",
+       "revenue                                  4500000000.0\n",
+       "contact_center_agent_count                       2500\n",
+       "service_desk_agent_count                          300\n",
+       "supervisor_count                                 None\n",
+       "location_count                                    120"
+      ]
+     },
+     "metadata": {},
+     "output_type": "display_data"
     }
    ],
    "source": [
-    "CLIENT_ID = None            # ← set from the `id` column above, or leave for auto-pick\n",
+    "CLIENT_ID = 2            # ← set from the `id` column above, or leave for auto-pick\n",
     "\n",
     "if CLIENT_ID is None and len(clients) == 1:\n",
     "    CLIENT_ID = clients[0][\"id\"]\n",
@@ -274,19 +431,60 @@
   },
   {
    "cell_type": "code",
-   "execution_count": 11,
+   "execution_count": 7,
    "id": "fcccc591",
    "metadata": {},
    "outputs": [
     {
-     "ename": "NameError",
+     "data": {
-     "evalue": "name 'profile' is not defined",
+      "text/html": [
-     "output_type": "error",
+       "<div>\n",
-     "traceback": [
+       "<style scoped>\n",
-      "\u001b[31m---------------------------------------------------------------------------\u001b[39m",
+       "    .dataframe tbody tr th:only-of-type {\n",
-      "\u001b[31mNameError\u001b[39m                                 Traceback (most recent call last)",
+       "        vertical-align: middle;\n",
-      "\u001b[36mCell\u001b[39m\u001b[36m \u001b[39m\u001b[32mIn[11]\u001b[39m\u001b[32m, line 3\u001b[39m\n\u001b[32m      1\u001b[39m CLIENT_ASSUMPTIONS = dict(seed.ASSUMPTIONS)\n\u001b[32m      2\u001b[39m overrides = {\n\u001b[32m----> \u001b[39m\u001b[32m3\u001b[39m     \u001b[33m\"agents_fte\"\u001b[39m: profile.get(\u001b[33m\"contact_center_agent_count\"\u001b[39m),\n\u001b[32m      4\u001b[39m     \u001b[33m\"supervisors_fte\"\u001b[39m: profile.get(\u001b[33m\"supervisor_count\"\u001b[39m),\n\u001b[32m      5\u001b[39m }\n\u001b[32m      6\u001b[39m rows = []\n",
+       "    }\n",
-      "\u001b[31mNameError\u001b[39m: name 'profile' is not defined"
+       "\n",
+       "    .dataframe tbody tr th {\n",
+       "        vertical-align: top;\n",
+       "    }\n",
+       "\n",
+       "    .dataframe thead th {\n",
+       "        text-align: right;\n",
+       "    }\n",
+       "</style>\n",
+       "<table border=\"1\" class=\"dataframe\">\n",
+       "  <thead>\n",
+       "    <tr style=\"text-align: right;\">\n",
+       "      <th></th>\n",
+       "      <th>assumption</th>\n",
+       "      <th>Forrester composite</th>\n",
+       "      <th>Global Guardian Insurance (CRM)</th>\n",
+       "    </tr>\n",
+       "  </thead>\n",
+       "  <tbody>\n",
+       "    <tr>\n",
+       "      <th>0</th>\n",
+       "      <td>agents_fte</td>\n",
+       "      <td>2000</td>\n",
+       "      <td>2500</td>\n",
+       "    </tr>\n",
+       "  </tbody>\n",
+       "</table>\n",
+       "</div>"
+      ],
+      "text/plain": [
+       "   assumption  Forrester composite  Global Guardian Insurance (CRM)\n",
+       "0  agents_fte                 2000                             2500"
+      ]
+     },
+     "metadata": {},
+     "output_type": "display_data"
+    },
+    {
+     "name": "stdout",
+     "output_type": "stream",
+     "text": [
+      "Indicative scale factor vs composite: 1.25× (apply judgement — benefits don't all scale linearly)\n"
      ]
     }
    ],
@@ -326,10 +524,70 @@
   },
   {
    "cell_type": "code",
-   "execution_count": null,
+   "execution_count": 8,
    "id": "57dec6cf",
    "metadata": {},
-   "outputs": [],
+   "outputs": [
+    {
+     "name": "stdout",
+     "output_type": "stream",
+     "text": [
+      "Proposals for Global Guardian Insurance:\n"
+     ]
+    },
+    {
+     "data": {
+      "text/html": [
+       "<div>\n",
+       "<style scoped>\n",
+       "    .dataframe tbody tr th:only-of-type {\n",
+       "        vertical-align: middle;\n",
+       "    }\n",
+       "\n",
+       "    .dataframe tbody tr th {\n",
+       "        vertical-align: top;\n",
+       "    }\n",
+       "\n",
+       "    .dataframe thead th {\n",
+       "        text-align: right;\n",
+       "    }\n",
+       "</style>\n",
+       "<table border=\"1\" class=\"dataframe\">\n",
+       "  <thead>\n",
+       "    <tr style=\"text-align: right;\">\n",
+       "      <th></th>\n",
+       "      <th>id</th>\n",
+       "      <th>name</th>\n",
+       "      <th>status</th>\n",
+       "      <th>opportunity</th>\n",
+       "      <th>due_date</th>\n",
+       "    </tr>\n",
+       "  </thead>\n",
+       "  <tbody>\n",
+       "    <tr>\n",
+       "      <th>0</th>\n",
+       "      <td>1</td>\n",
+       "      <td>Secure Cloud Infrastructure Modernization</td>\n",
+       "      <td>Draft</td>\n",
+       "      <td>Secure Cloud Infrastructure Modernization</td>\n",
+       "      <td>2026-08-28</td>\n",
+       "    </tr>\n",
+       "  </tbody>\n",
+       "</table>\n",
+       "</div>"
+      ],
+      "text/plain": [
+       "   id                                       name status  \\\n",
+       "0   1  Secure Cloud Infrastructure Modernization  Draft   \n",
+       "\n",
+       "                                 opportunity    due_date  \n",
+       "0  Secure Cloud Infrastructure Modernization  2026-08-28  "
+      ]
+     },
+     "metadata": {},
+     "output_type": "display_data"
+    }
+   ],
    "source": [
     "proposals = client.proposals_for_client(CLIENT_ID)\n",
     "engagements = client.engagements_for_client(CLIENT_NAME)\n",
@@ -356,10 +614,19 @@
   },
   {
    "cell_type": "code",
-   "execution_count": null,
+   "execution_count": 9,
    "id": "19336bcc",
    "metadata": {},
-   "outputs": [],
+   "outputs": [
+    {
+     "name": "stdout",
+     "output_type": "stream",
+     "text": [
+      "Auto-selected proposal 1: Secure Cloud Infrastructure Modernization\n",
+      "Attaching via: {'proposal': 1}\n"
+     ]
+    }
+   ],
    "source": [
     "# Set exactly ONE of these (ids from the tables above). Leave both None to\n",
     "# auto-pick — single existing proposal/engagement wins; otherwise a sandbox\n",
@@ -406,10 +673,18 @@
   },
   {
    "cell_type": "code",
-   "execution_count": null,
+   "execution_count": 10,
    "id": "017ae9db",
    "metadata": {},
-   "outputs": [],
+   "outputs": [
+    {
+     "name": "stdout",
+     "output_type": "stream",
+     "text": [
+      "Created tool pkrsQ9SRf654 attached to {'proposal': 1}\n"
+     ]
+    }
+   ],
    "source": [
     "from core.tei_client import AthenaAPIError\n",
     "\n",
@@ -452,10 +727,18 @@
   },
   {
    "cell_type": "code",
-   "execution_count": null,
+   "execution_count": 11,
    "id": "20e2a736",
    "metadata": {},
-   "outputs": [],
+   "outputs": [
+    {
+     "name": "stdout",
+     "output_type": "stream",
+     "text": [
+      "Pushed values for 8 fields.\n"
+     ]
+    }
+   ],
    "source": [
     "payload = []\n",
     "for b in seed.BENEFITS:   # nominal; Athena risk-adjusts via the field definition\n",
@@ -487,10 +770,27 @@
   },
   {
    "cell_type": "code",
-   "execution_count": null,
+   "execution_count": 12,
    "id": "b7ac5d24",
    "metadata": {},
-   "outputs": [],
+   "outputs": [
+    {
+     "name": "stdout",
+     "output_type": "stream",
+     "text": [
+      "════════════════════════════════════════════════════════\n",
+      "  TEI Financial Summary\n",
+      "════════════════════════════════════════════════════════\n",
+      "  Total Benefits (PV):  $     101,696,568\n",
+      "  Total Costs (PV):     $      22,874,326\n",
+      "────────────────────────────────────────────────────────\n",
+      "  Net Present Value:    $      78,822,242\n",
+      "  ROI:                              345%\n",
+      "  Payback:                     1.0 months\n",
+      "════════════════════════════════════════════════════════\n"
+     ]
+    }
+   ],
    "source": [
     "summary = client.calculate(TOOL_ID)\n",
     "client.print_summary(TOOL_ID)"
@@ -498,10 +798,90 @@
   },
   {
    "cell_type": "code",
-   "execution_count": null,
+   "execution_count": 13,
    "id": "13d84001",
    "metadata": {},
-   "outputs": [],
+   "outputs": [
+    {
+     "data": {
+      "text/html": [
+       "<div>\n",
+       "<style scoped>\n",
+       "    .dataframe tbody tr th:only-of-type {\n",
+       "        vertical-align: middle;\n",
+       "    }\n",
+       "\n",
+       "    .dataframe tbody tr th {\n",
+       "        vertical-align: top;\n",
+       "    }\n",
+       "\n",
+       "    .dataframe thead th {\n",
+       "        text-align: right;\n",
+       "    }\n",
+       "</style>\n",
+       "<table border=\"1\" class=\"dataframe\">\n",
+       "  <thead>\n",
+       "    <tr style=\"text-align: right;\">\n",
+       "      <th></th>\n",
+       "      <th>metric</th>\n",
+       "      <th>published</th>\n",
+       "      <th>athena</th>\n",
+       "      <th>diff</th>\n",
+       "    </tr>\n",
+       "  </thead>\n",
+       "  <tbody>\n",
+       "    <tr>\n",
+       "      <th>0</th>\n",
+       "      <td>total_benefits_pv</td>\n",
+       "      <td>101,696,791</td>\n",
+       "      <td>101,696,568</td>\n",
+       "      <td>-0.00%</td>\n",
+       "    </tr>\n",
+       "    <tr>\n",
+       "      <th>1</th>\n",
+       "      <td>total_costs_pv</td>\n",
+       "      <td>22,983,076</td>\n",
+       "      <td>22,874,326</td>\n",
+       "      <td>-0.47%</td>\n",
+       "    </tr>\n",
+       "    <tr>\n",
+       "      <th>2</th>\n",
+       "      <td>net_present_value</td>\n",
+       "      <td>78,713,715</td>\n",
+       "      <td>78,822,242</td>\n",
+       "      <td>+0.14%</td>\n",
+       "    </tr>\n",
+       "    <tr>\n",
+       "      <th>3</th>\n",
+       "      <td>roi_percentage</td>\n",
+       "      <td>342</td>\n",
+       "      <td>345</td>\n",
+       "      <td>+0.76%</td>\n",
+       "    </tr>\n",
+       "  </tbody>\n",
+       "</table>\n",
+       "</div>"
+      ],
+      "text/plain": [
+       "              metric    published       athena    diff\n",
+       "0  total_benefits_pv  101,696,791  101,696,568  -0.00%\n",
+       "1     total_costs_pv   22,983,076   22,874,326  -0.47%\n",
+       "2  net_present_value   78,713,715   78,822,242  +0.14%\n",
+       "3     roi_percentage          342          345  +0.76%"
+      ]
+     },
+     "metadata": {},
+     "output_type": "display_data"
+    },
+    {
+     "name": "stdout",
+     "output_type": "stream",
+     "text": [
+      "Payback: 1 months (published: <6 months)\n",
+      "✅ Verified — Athena reproduces the published Forrester totals.\n"
+     ]
+    }
+   ],
    "source": [
     "# Published Forrester totals (3-yr risk-adjusted PV @ 10%)\n",
     "PUBLISHED = {\n",
@@ -539,10 +919,22 @@
   },
   {
    "cell_type": "code",
-   "execution_count": null,
+   "execution_count": 14,
    "id": "148bdb2a",
    "metadata": {},
-   "outputs": [],
+   "outputs": [
+    {
+     "name": "stdout",
+     "output_type": "stream",
+     "text": [
+      "Saved version 1 (baseline).\n",
+      "Saved to /Users/robert/git/palladium/.env:\n",
+      "  PALLADIUM_REPORT_PUBLIC_ID=xsUTbjh4iDnJ\n",
+      "  PALLADIUM_TOOL_PUBLIC_ID=pkrsQ9SRf654\n",
+      "  PALLADIUM_PROPOSAL_ID=1\n"
+     ]
+    }
+   ],
    "source": [
     "if not client.list_versions(TOOL_ID):\n",
     "    client.save_version(TOOL_ID, note=\"Baseline — published Forrester TEI figures (Feb 2026), moderate scenario.\")\n",
@@ -578,6 +970,14 @@
     "- **Interactive editing** → `make app` / `streamlit run app/main.py` — the tool appears in the sidebar\n",
     "- **CLI sanity check** → `python -m palladium summary $PALLADIUM_TOOL_PUBLIC_ID`"
    ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": null,
+   "id": "e9285087-5a2d-4a8d-856c-802474432892",
+   "metadata": {},
+   "outputs": [],
+   "source": []
   }
  ],
  "metadata": {