Expand description
Plan model, tax engine, and deterministic projection for the retirement planner.
Modules§
- estimate
- The plan’s expenses estimated from a bank’s exports: each row sorted
into a category, or ignored, by the user’s rules, the bank’s own column,
its transaction type or its payee’s words, the latest twelve months’
spending in each annualized in
the plan’s dollars, and each category placed, as the plan’s
[estimate]table leans, in the expense that is for it, one of its family, a new one, or the bucket - one proposal per expense. - market
- Markets for a plan to be projected through: drawn at random from its assumptions or from history, or replayed from a historical start year.
- optimize
- The optimizers: each searches a plan by re-projecting candidate plans, so every interaction the engine models is priced in rather than approximated, and emits its answer as a scenario overlay.
- params
- Tax parameters: per-year TOML tables, embedded for known years, extended
past the last known year by inflating indexed values. Values are data;
rule shapes live in
crate::tax. - plan
- The plan document: schema types, TOML load/save, and validation.
- project
- The deterministic year-by-year projection.
- search
- What every search the engine runs shares: how far it has got, a way to stop it, why it answered nothing, and the machine’s threads to run its steps on.
- statement
- The Social Security statement a person downloads from
ssa.govas XML, reduced to what a plan keeps: who it is for, and the covered earnings by year. The estimates it also carries are not read; the engine computes its own. - tax
- Federal tax formulas. The rule shapes live here; the yearly values come
from
crate::params.