Perf Issue HTML only

curl_samples.sh

bash-3.2$ time curl -H "Accept: text/html" http://localhost:8002/forecast/214/1116543?use_item_assumptions=true > /tmp/goo.html
  % Total    % Received % Xferd  Average Speed   Time    Time     Time  Current
                                 Dload  Upload   Total   Spent    Left  Speed
100  321k  100  321k    0     0   168k      0  0:00:01  0:00:01 --:--:--  168k

real	0m1.921s
user	0m0.008s
sys	0m0.006s


bash-3.2$ time curl http://localhost:8002/forecast/214/1116543?use_item_assumptions=true > /tmp/goo.json
  % Total    % Received % Xferd  Average Speed   Time    Time     Time  Current
                                 Dload  Upload   Total   Spent    Left  Speed
100  657k  100  657k    0     0  32.6M      0 --:--:-- --:--:-- --:--:-- 33.8M

real	0m0.032s
user	0m0.008s
sys	0m0.007s

curl_with_details

bash-3.2$ time curl -H "Accept: text/html" -skw "\ntime_connect: %{time_connect}s\ntime_namelookup: %{time_namelookup}s\ntime_pretransfer: %{time_pretransfer}\ntime_starttransfer: %{time_starttransfer}s\ntime_redirect: %{time_redirect}s\ntime_total: %{time_total}s\n\n" -Lo /tmp/goo.html http://localhost:8002/forecast/214/1116543?use_item_assumptions=true

time_connect: 0.004878s
time_namelookup: 0.004677s
time_pretransfer: 0.004906
time_starttransfer: 2.004142s
time_redirect: 0.000000s
time_total: 2.004880s


real	0m2.017s
user	0m0.007s
sys	0m0.006s


bash-3.2$ time curl -skw "\ntime_connect: %{time_connect}s\ntime_namelookup: %{time_namelookup}s\ntime_pretransfer: %{time_pretransfer}\ntime_starttransfer: %{time_starttransfer}s\ntime_redirect: %{time_redirect}s\ntime_total: %{time_total}s\n\n" -Lo /tmp/goo.json http://localhost:8002/forecast/214/1116543?use_item_assumptions=true

time_connect: 0.004826s
time_namelookup: 0.004578s
time_pretransfer: 0.004871
time_starttransfer: 0.020730s
time_redirect: 0.000000s
time_total: 0.022098s


real	0m0.035s
user	0m0.008s
sys	0m0.007s
bash-3.2$ 

filters.rs

//! Collection of tera filters

// --- module imports ---

extern crate separator;

// --- module use statements ---

use rocket_contrib::tera::{self, to_value, Value};
use rocket_contrib::{Engines, Template};
use self::separator::Separatable;
use std::collections::HashMap;

// --- module function definitions ---

/// Register all custom tera filters
///
///  * `engines` - Engines, to add some tera filters
///
pub fn register_filters(engines: &mut Engines) -> () {
    info!("Registering tera filters");
    engines.tera.register_filter("as_number", as_number);
    engines.tera.register_filter("as_money", as_money);
    engines.tera.register_filter("as_percent", as_percent);
    engines.tera.register_filter(
        "sheltered_qualified_dividends",
        sheltered_qualified_dividends,
    );
}

/// Formats an integer with commas
///
///  * `value` - Value being transformed
///  * `args` - Arguments to filter
///  * _return_ - Transformed value
///
fn as_number(value: Value, _args: HashMap<String, Value>) -> tera::Result<Value> {
    let result: Value;
    // custom <fn as_number>

    use serde_json::from_value;

    let value: i64 = match from_value::<i64>(value.clone()) {
        Ok(s) => s,
        Err(_) => {
            return Err(format!(
              "Filter `{}` was called on an incorrect value: got `{}` but expected a {}",
              "as_number",
              value,
              stringify!(i64)
            ).into());
        }
    };

    result = to_value(if value > 0 {
        format!("{}", value.separated_string())
    } else if value < 0 {
        format!("({})", (-value).separated_string())
    } else {
        "_".to_string()
    }).unwrap();

    // end <fn as_number>

    Ok(result)
}

/// Formats floating point input as money with consisting rounding, commas, etc
///
///  * `value` - Value being transformed
///  * `args` - Arguments to filter
///  * _return_ - Transformed value
///
fn as_money(value: Value, _args: HashMap<String, Value>) -> tera::Result<Value> {
    let result: Value;
    // custom <fn as_money>

    use serde_json::from_value;

    let value: f64 = match from_value::<f64>(value.clone()) {
        Ok(s) => s,
        Err(_) => {
            return Err(format!(
              "Filter `{}` was called on an incorrect value: got `{}` but expected a {}",
              "as_money",
              value,
              stringify!(f64)
            ).into());
        }
    };

    result = to_value(if value > 0.0 {
        format!("${}", value.separated_string())
    } else if value < 0.0 {
        format!("$({})", (-value).separated_string())
    } else {
        "_".to_string()
    }).unwrap();

    // end <fn as_money>

    Ok(result)
}

/// Formats floating point input as a percentage
///
///  * `value` - Value being transformed
///  * `args` - Arguments to filter
///  * _return_ - Transformed value
///
fn as_percent(value: Value, _args: HashMap<String, Value>) -> tera::Result<Value> {
    let result: Value;
    // custom <fn as_percent>

    use serde_json::from_value;

    let value: f64 = match from_value::<f64>(value.clone()) {
        Ok(s) => s,
        Err(_) => {
            return Err(format!(
              "Filter `{}` was called on an incorrect value: got `{}` but expected a {}",
              "as_money",
              value,
              stringify!(f64)
            ).into());
        }
    };

    result = to_value(format!("{:.2}%", value*100.0)).unwrap();

    // end <fn as_percent>

    Ok(result)
}

/// Returns list of sheltered qualified dividends from `Worksheet` if any, or empty list if none
///
///  * `value` - Value being transformed
///  * `args` - Arguments to filter
///  * _return_ - Transformed value
///
fn sheltered_qualified_dividends(
    value: Value, _args: HashMap<String, Value>
) -> tera::Result<Value> {
    let result: Value;
    // custom <fn sheltered_qualified_dividends>

    result = to_value("TODO!!").unwrap();

    // end <fn sheltered_qualified_dividends>

    Ok(result)
}

forecast.html.tera

{% import "worksheets" as worksheets %}
{% import "balance_sheet_proof" as bsp %}

{% import "forecast_config" as forecast_config %}
{% import "core" as core %}
{% import "end_balance_streams" as end_balance_streams %}
{% import "assumption_details" as assumption_details %}
{% set start_year = year_range.start %}
{% set end_year = year_range.end %}
{% set num_years = end_year - start_year %}
{% set forecast_config = forecast_details.forecast_config %}
{% set bsps = forecast_details.balance_sheet_proofs %}
<!DOCTYPE html>
<html lang="en">
  <head>
    <title>"{{ forecast_details.dossier_name }}" Forecast</title>
    <meta charset="utf-8">
    <meta name="viewport" content="width=device-width, initial-scale=1">
    <link rel="stylesheet" href="https://maxcdn.bootstrapcdn.com/bootstrap/4.0.0/css/bootstrap.min.css" integrity="sha384-Gn5384xqQ1aoWXA+058RXPxPg6fy4IWvTNh0E263XmFcJlSAwiGgFAW/dAiS6JXm" crossorigin="anonymous">
    <link rel="stylesheet" href="https://maxcdn.bootstrapcdn.com/bootstrap/3.3.7/css/bootstrap-theme.min.css" integrity="sha384-rHyoN1iRsVXV4nD0JutlnGaslCJuC7uwjduW9SVrLvRYooPp2bWYgmgJQIXwl/Sp" crossorigin="anonymous">
  </head>

  <body style="background-color: rgb(255,255,204,0.2);">

    <div class="card-body" style="width: 60rem;">
      <h5 class="card-title">
        {% if forecast_id == 0 %}
          <i>Geometric Mean Forecast</i>
        {% else %}
          <i>Random Forecast (id={{forecast_id | as_number}})</i>
        {% endif %}
     </h5>
        <div class="container">
          <div class="row">
            <div class="col-sm">
                <div class="container">
                  <div class="card">
                    <div class="card-body">
                      <h4 class="card-title">Forecast Details</h4>                   
                      <table class="user-table table-sm table-striped">
                          {% if forecast_details %}       
                            <tr>
                                <td nowrap><strong>Dossier<strong></td>
                                <td nowrap><em>{{ forecast_details.dossier_name }} ({{dossier_id | as_number}})</em></td>
                            </tr>
                            <tr>
                              <td><strong>Duration:</strong></td> 
                              <td>{{ forecast_details.forecast_millis | as_number }} ms</td>
                              </tr>
                          {% endif %}
                          {{ forecast_config::configured_range(forecast_config=forecast_config) }}
                          {{ forecast_config::year_range(range=year_range, label="Evaluated Range") }}                          
                          <td nowrap>Forecast Tax Override</td>
                          <td nowrap>{{ forecast_config.forecast_tax_treatment }}</td>
                          </tr>
                          <tr>
                          <td nowrap>Primary User</td>
                              <td nowrap>{{ forecast_config.primary_user }}</td>
                          </tr>
                          <tr>
                              <td nowrap>Growth Outlook</td>
                              <td nowrap>{{ forecast_config.growth_outlook }}</td>
                          </tr>
                          <tr>
                              <td nowrap>Inflation</td>
                              <td>{{ core::rate_curve_pct(rc=forecast_config.inflation) }}</td>
                          </tr>
                          <tr>
                              <td nowrap>Cost of Capital</td>
                              <td>{{ core::rate_curve_pct(rc=forecast_config.cost_of_capital) }}</td>
                          </tr>
                      </table>
                    </div>
                  </div>
                </div>
            </div>
  {% if forecast_details %}
            <div class="col-sm">
                <div class="container">
  {% set user_markers = forecast_details.year_markers.user_markers %}
  {% if user_markers %}
                    <div class="card">
                        <div class="card-body">
                            <h4 class="card-title">Person Events</h4>
                            <table class="user-year-markers-table table-sm table-striped">
                                <tr>
                                <th>Person</th>
                                <th nowrap>Event</th>
                                <th nowrap>Age/Year</th>
                                </tr>
                                {% for uym in user_markers %}
                                <tr>
                                <th nowrap>{{uym.user}}</th>
                                <th nowrap>
                                    {{ uym.user_year_marker_type }}
                                </th>
                                <th nowrap>{{uym.year - uym.birth_year}}/{{uym.year}}</th>
                                </tr>
                                {% endfor %}
                            </table>
                        </div>
                    </div>
  {% endif %}
                </div>
            </div>
  {% endif %}
        </div>
    </div>


  {% set end_balance_streams = forecast_details.end_balance_streams %}
  {% set worksheets = forecast_details.worksheets %}
  {% set inflation = forecast_details.inflation * 100.0 %}

  <table class="end-balance-table table-sm table-striped">
    <tr><td class="table-success" colspan="5" style="text-align:center; border-bottom:2px solid blue; border-top: 2px solid blue;"><h4>Balances Sheet Items</h4></td></tr>
  
    <theader>
      <tr>
        <th>Item</th>
        <th nowrap>Growth Item</th>
        <th >Assumption Source</th>
        <th >Growth Assumption</th>
        <th style="text-align:right">Realized Log-Ret</th>
        <th >PV Final Year @ {{inflation | round(precision=2)}}%</th> 
        <th style="text-align:right">Initial</th>   
        {{ worksheets::year_headers(worksheets=worksheets)}}      
      </tr>
    </theader>

    <tbody>

      {% if forecast_details.item_identifiers.worths %}
        <tr><td class="table-warning" colspan="5" style="text-align:center; border-bottom:2px solid blue; border-top: 2px solid blue;"><em>Non Financial Assets</em></td></tr>
      {% endif %}

      {% for ebs in end_balance_streams %}

        {% if forecast_details.item_identifiers.worths | length == loop.index - 1 %}
          <tr><td class="table-warning" colspan="5" style="text-align:center; border-bottom:2px solid blue; border-top: 2px solid blue;"><em>Financial Assets</em></td></tr>
        {% endif %}

        {% set ad = ebs.assumption_details %}        
        <tr>
          <td nowrap>{{ad.id}}</td>
          {{ assumption_details::assumption_details(assumption_details=ad) }}
          {% if  ad.growth_assumption_details %}
            {{ assumption_details::resolved_growth_source(growth_assumption_details=ad.growth_assumption_details) }}
            {{ assumption_details::normal(normal_spec=ad.growth_assumption_details.growth.growth_assumption.normal_spec) }}
          {% endif %}

          {% set log_ret = ebs.log_returns * 100.0 / num_years %}
          <td nowrap style="text-align:right">{{ log_ret | round(precision=3) }} %</td>
          <td style="text-align:right; border-right: 2px solid blue;">{{ebs.pv_end_balance  | round(precision=0) | as_money }}</td> 
          <td style="text-align:right"> {{ ebs.initial_balance | round(precision=0) | as_money }} </td>
          {{ end_balance_streams::end_balances(end_balance_streams=ebs) }}
        </tr>
      {% endfor %}      
      
      <tr class="table-info" ><td colspan="5" style="border-bottom: 2px solid green;"></td></tr>

      {{ worksheets::label_row(label="Basic Allocation") }}
      {{ worksheets::end_balance_detail_inset_row(label="Stock", table_row=worksheets::stock_allocation(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_inset_row(label="Bond", table_row=worksheets::bond_allocation(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_inset_row(label="Cash", table_row=worksheets::cash_allocation(worksheets=worksheets)) }}
{#      {{ worksheets::end_balance_detail_inset_row(label="Other", table_row=worksheets::other_allocation(worksheets=worksheets)) }}  #}

      {{ worksheets::net_worth_row(pv_end_value=forecast_details.pv_end_net_value, worksheets=worksheets) }}

      <tr><td class="table-success" colspan="5" style="text-align:center; border-bottom:2px solid blue; border-top: 2px solid blue;"><h4>Annual Details</h4></td></tr>

{% if forecast_details.total_sheltered_distributions != 0.0 %}
      {{ worksheets::label_row(label="Sheltered Distributions") }}
      {{ worksheets::end_balance_detail_inset_row(label="Sheltered Qualified Divs", table_row=worksheets::sheltered_qualified_dividends(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_inset_row(label="Sheltered Unqualified Divs", table_row=worksheets::sheltered_unqualified_dividends(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_inset_row(label="Sheltered Cap Gain Dist", table_row=worksheets::sheltered_capital_gain_distributions(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_inset_row(label="Sheltered Interest", table_row=worksheets::sheltered_interest(worksheets=worksheets)) }}
{% endif %}

{% if forecast_details.total_taxable_distributions != 0.0 %}
      {{ worksheets::label_row(label="Non-Sheltered Distributions") }}
      {{ worksheets::end_balance_detail_inset_row(label="Qualified Divs", table_row=worksheets::qualified_dividends(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_inset_row(label="Unqualified Divs", table_row=worksheets::unqualified_dividends(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_inset_row(label="Cap Gain Dist", table_row=worksheets::capital_gain_distributions(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_inset_row(label="Interest", table_row=worksheets::interest(worksheets=worksheets)) }}
{% endif %}

      {{ worksheets::label_row(label="Taxable Distributions By Treatment") }}
      {{ worksheets::end_balance_detail_inset_row(label="Reinvested", table_row=worksheets::reinvested(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_inset_row(label="Disbursed", table_row=worksheets::disbursed(worksheets=worksheets)) }}

      {{ worksheets::label_row(label="Capital Gains/Losses") }}
      {{ worksheets::end_balance_detail_row(label="Long Term Cap Gains/(Loss)", table_row=worksheets::long_term_capital_gains(worksheets=worksheets)) }}

{% if forecast_details.total_penalties != 0.0 %}
      {{ worksheets::label_row(label="Loss Carry Forward Details") }}
      {{ worksheets::end_balance_detail_row(label="Prior Losses Available", table_row=worksheets::prior_losses_available(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_row(label="Losses Offsetting Gains", table_row=worksheets::losses_offsetting_gains(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_row(label="Losses Offsetting Ord Inc", table_row=worksheets::losses_offsetting_ordinary_income(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_row(label="Remaining Losses", table_row=worksheets::remaining_losses(worksheets=worksheets)) }}
{% endif %}
   
      {{ worksheets::end_balance_summary_row(label="Total Income", table_row=worksheets::total_income(worksheets=worksheets)) }}


      {{ worksheets::end_balance_detail_inset_row(label="Earned Income", table_row=worksheets::earned_income(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_inset_row(label="Passive Income", table_row=worksheets::passive_income(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_inset_row(label="Portfolio Income", table_row=worksheets::portfolio_income(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_inset_row(label="Ordinary Income", table_row=worksheets::ordinary_income(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_double_inset_row(label="Required Min Dist", table_row=worksheets::rmd(worksheets=worksheets)) }}
      
{% if forecast_details.total_retirement_investments != 0.0 %}
      {{ worksheets::end_balance_detail_inset_row(label="Retirement Deductions", table_row=worksheets::retirement_deductions(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_inset_row(label="Retirement Investments", table_row=worksheets::retirement_contributions(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_inset_row(label="Employer Match", table_row=worksheets::employer_match(worksheets=worksheets)) }}
{% endif %}
      
{% if forecast_details.total_penalties != 0.0 %}
      {{ worksheets::label_row(label="Penalties") }}      
      {{ worksheets::end_balance_detail_inset_row(label="College 529 Penalties", table_row=worksheets::college_penalties(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_inset_row(label="HSA Penalties", table_row=worksheets::health_care_penalty(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_inset_row(label="Early Withdrawal Penalties", table_row=worksheets::early_withdrawal_penalty(worksheets=worksheets)) }}
{% endif %}

      {{ worksheets::end_balance_summary_row(label="Adjusted Gross Income", table_row=worksheets::agi(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_row(label="Tax Basis", table_row=worksheets::tax_basis(worksheets=worksheets)) }}      
      {{ worksheets::end_balance_detail_inset_row(label="Standard Deduction", table_row=worksheets::standard_deduction(worksheets=worksheets)) }}   
      {{ worksheets::end_balance_detail_row(label="Marginal Rate", table_row=worksheets::marginal_tax_rates(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_row(label="Effective Rate", table_row=worksheets::effective_tax_rates(worksheets=worksheets)) }}
      
      {{ worksheets::end_balance_detail_row(label="Total Tax Bill", table_row=worksheets::total_tax_bill(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_inset_row(label="Ordinary Tax Bill", table_row=worksheets::tax_bill(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_inset_row(label="Soc. Sec. Tax", table_row=worksheets::social_security_tax(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_inset_row(label="Medicare Tax", table_row=worksheets::medicare_tax(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_inset_row(label="Long Term Cap Gain Tax", table_row=worksheets::long_term_capital_gains_tax(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_double_inset_row(label="On LTCG", table_row=worksheets::long_term_capital_gains(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_double_inset_row(label="With LTCG Hurdle", table_row=worksheets::long_term_capital_gains_hurdle(worksheets=worksheets)) }}
      

{#
      <tr><td class="table-primary" colspan="5" style="text-align:center;  border-bottom:2px solid blue; border-top: 2px solid blue;"><h5>Flow Summary</h5></td></tr>

      {{ worksheets::end_balance_summary_row(label="Net Flows", table_row=worksheets::net_flows(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_inset_row(label="Total Inflows", table_row=worksheets::inflows(worksheets=worksheets)) }}
      {{ worksheets::end_balance_detail_inset_row(label="Total Outflows", table_row=worksheets::outflows(worksheets=worksheets)) }}
#}

      {{ worksheets::end_balance_summary_row(label="Remaining Shortfall", table_row=worksheets::remaining_shortfalls(worksheets=worksheets)) }}      

      {{ worksheets::label_row(label="Balance Breakdown") }}      
      {{ worksheets::end_balance_detail_row(label="Start Balance", table_row=worksheets::summary_start_balances(worksheets=worksheets)) }}

      {{ worksheets::end_balance_detail_inset_row(label="Total Increases", table_row=bsp::total_up(bsps=bsps)) }}

      {{ worksheets::end_balance_detail_double_inset_row(label="Worth Growth", table_row=bsp::worth_growth(bsps=bsps)) }}
      {{ worksheets::end_balance_detail_double_inset_row(label="Holding Growth", table_row=bsp::holding_growth(bsps=bsps)) }}
      {{ worksheets::end_balance_detail_double_inset_row(label="Modeled Inflows", table_row=bsp::modeled_inflows(bsps=bsps)) }}
      {{ worksheets::end_balance_detail_double_inset_row(label="Employer Match", table_row=bsp::employer_match(bsps=bsps)) }}

      {{ worksheets::end_balance_detail_inset_row(label="Total Decreases", table_row=bsp::total_down(bsps=bsps)) }}

      {{ worksheets::end_balance_detail_double_inset_row(label="Modeled Outflows", table_row=bsp::modeled_outflows(bsps=bsps)) }}
      {{ worksheets::end_balance_detail_double_inset_row(label="Tax Bill", table_row=bsp::tax_bill(bsps=bsps)) }}
      {{ worksheets::end_balance_detail_double_inset_row(label="Penalties", table_row=bsp::penalties(bsps=bsps)) }}

      {{ worksheets::end_balance_detail_row(label="Proof End Balance", table_row=bsp::proof_end_balance(bsps=bsps)) }}


  {% set cash_flow_streams = forecast_details.cash_flow_streams %}
  {% if cash_flow_streams %}
    <tr><td class="table-success" colspan="5" style="text-align:center; border-bottom:2px solid blue; border-top: 2px solid blue;"><h4>Modeled Cash Flows</h4></td></tr>
    
      <tr>
        <th>Flow</th>
        <th nowrap>Growth Item</th>        
        <th >Assumption Source</th>        
        <th >Growth Assumption</th>      
        <th style="text-align:right">Realized Log-Ret</th>  
        <th >PV Sum @ {{inflation | round(precision=2)}}%</th> 
        <th style="text-align:right">Initial</th>   
        {{ worksheets::year_headers(worksheets=worksheets)}}       

      </tr>
      {% for cfs in cash_flow_streams %}
          {% set ad = cfs.assumption_details %}
        <tr>
          <td nowrap>{{ad.id}}</td>

          {{ assumption_details::assumption_details(assumption_details=ad)}}
          
          {% if ad.growth_assumption_details %}
            {% if ad.growth_assumption_details.resolved_source == "DossierPinned" %}
          <td nowrap>📌</td>
            {% elif ad.growth_assumption_details.resolved_source == "DossierNormalSpec" %}
          <td nowrap>📁</td>                
            {% else %}
          <td nowrap>{{ad.growth_assumption_details.growth_source}}</td>        
            {% endif %}
          {{ assumption_details::normal(normal_spec=ad.growth_assumption_details.growth.growth_assumption.normal_spec)}}
          {% else %}
          <td style="text-align:center">Fixed</td>
          <td style="text-align:center">__</td>
          <td style="text-align:center">__</td>
          {% endif %}

          {% if cfs.log_returns %}
          <td nowrap style="text-align:right">{{ cfs.log_returns * 100.0 | round(precision=3)}} %</td>
          {% else %}
          <td nowrap style="text-align:right">_</td>          
          {% endif %}

          <td nowrap style="text-align:right; border-right: 2px solid blue;">{{cfs.cumulative_pv | round(precision=0) | as_money }}</td>
          <td nowrap style="text-align:right;">
            {% if cfs.initial_value %}
              {% if cfs.flow_direction == "InFlow" %}
                {% set initial_value = cfs.initial_value.value %}
                {% set arrow = "↑" %}
              {% else %}
                {% set initial_value = 0.0 - cfs.initial_value.value %}           
                {% set arrow = "↓" %}                 
              {% endif %}

            {{ initial_value | round(precision=0) | as_money }}:{{arrow}}
            {% else %}
            _        
            {% endif %}
          </td>
          {% for dv in cfs.values %}
            <td style="text-align:right">{{dv | round(precision=0) | as_money}}</td>
          {% endfor %}
      </tr>
      {% endfor %}
  {% endif %}
      </tbody>
  </table>
</body>
</html>

html_dispatch_method.rs

/// Get a forecast for a dossier using the standard `include_forecast_details` option.
///
/// This is a simple get version, without configuration options, of the `post_forecast` route.
///
///  * `dossier_id` - Id of `Dossier` to forecast
///  * `forecast_id` - Id of `Forecast` - 0 indicating _Geometric Mean Forecast_, otherwise a _Random Forecast_
///  * `get_forecast_query_parms` - Additional  query parameters
///  * `data_layer` - Access to the `DataLayer` provided by `plus_persist`
///  * _return_ - The http response to request as html `Option<Template>`
///
#[cfg_attr(feature = "cargo-clippy", allow(needless_pass_by_value))]
#[get("/forecast/<dossier_id>/<forecast_id>?<get_forecast_query_parms>", rank = 1)]
fn get_forecast_html(
    dossier_id: i32, forecast_id: u32, get_forecast_query_parms: GetForecastQueryParms,
    data_layer: DataLayer,
) -> Option<Template> {

    use stopwatch::Stopwatch;
    let sw = Stopwatch::start_new();

    let result = match get_forecast(
        dossier_id,
        forecast_id,
        get_forecast_query_parms,
        data_layer,
    ) {
        Ok(forecast) => {
            Some(Template::render("forecast", &forecast))
        }
        Err(err) => {
            warn!("Unable to handle html request {}", err);
            None
        }
    };

    println!("Tera Timings {} ms", sw.elapsed_ms());
    result
}

json_dispatch_method.rs

/// Get a forecast for a dossier using the standard `include_forecast_details` option.
///
/// This is a simple get version, without configuration options, of the `post_forecast` route.
///
///  * `dossier_id` - Id of `Dossier` to forecast
///  * `forecast_id` - Id of `Forecast` - 0 indicating _Geometric Mean Forecast_, otherwise a _Random Forecast_
///  * `get_forecast_query_parms` - Additional  query parameters
///  * `data_layer` - Access to the `DataLayer` provided by `plus_persist`
///  * _return_ - The http response to request as json `Json<GetForecastReply>`
///
#[cfg_attr(feature = "cargo-clippy", allow(needless_pass_by_value))]
#[get("/forecast/<dossier_id>/<forecast_id>?<get_forecast_query_parms>",
      format = "application/json", rank = 0)]
fn get_forecast_json(
    dossier_id: i32, forecast_id: u32, get_forecast_query_parms: GetForecastQueryParms,
    data_layer: DataLayer,
) -> Json<GetForecastReply> {
    let mut _rest_timing_guard = ForecastTimingGuard::new(
        "TODO".into(),
        RestTimingType::GetTiming,
        RestObjectType::Forecast,
    );

    match get_forecast(
        dossier_id,
        forecast_id,
        get_forecast_query_parms,
        data_layer,
    ) {
        Ok(forecast) => {
            // custom <get_forecast_json_timing>

            if let Some(ref forecast_details) = forecast.forecast_details {
                _rest_timing_guard
                    .forecast_timing_entry
                    .forecast_scale_details =
                    forecast_details.get_forecast_scale_details();
            }

            // end <get_forecast_json_timing>

            Json(GetForecastReply {
                forecast: Some(forecast),
                error_details: None,
            })
        }
        Err(err) => Json(GetForecastReply {
            forecast: None,
            error_details: Some(ErrorDetails {
                error_message: format!("{}", err),
            }),
        }),
    }
}

sample_code.rs

/// A forecast of a dossier
#[derive(Clone, Debug, Default, Deserialize, PartialEq, Serialize)]
pub struct Forecast {
    /// Database id of the dossier
    #[serde(skip_serializing_if = "is_default")]
    pub dossier_id: Option<i32>,
    /// Identifier for this forecast.
    ///
    /// The `forecast_id` is used to seed the random generator, to provide
    /// reproducible forecasts.
    ///
    pub forecast_id: u32,
    /// Range for the forecast - may differ from input config due to bounds check
    pub year_range: YearRange,
    /// Net worth at end of forecast
    pub end_net_worth: f64,
    /// Present value of net worth at end of forecast
    pub pv_end_net_worth: f64,
    /// Mean of _annual_ difference between all _incomes_ and _expenses_
    pub mean_cash_flow_delta: f64,
    /// Details of the forecast
    #[serde(skip_serializing_if = "is_default")]
    pub forecast_details: Option<Box<ForecastDetails>>,
}

/// Additional information provided when detailed results from forecast desired
#[derive(Clone, Debug, Default, Deserialize, PartialEq, Serialize)]
pub struct ForecastDetails {
    /// Name of the `Dossier`
    pub dossier_name: String,
    /// Config used to generate forecast - only set if `include_forecast_details` is true
    pub forecast_config: ForecastConfig,
    /// Identifiers for items in `Dossier`
    pub item_identifiers: ItemIdentifiers,
    /// User specified and inferred funding links
    pub funding_links: MapOfStrToArrayOfStr,
    /// Number of years in forecast
    pub num_years: u32,
    /// What was used to calculate taxes
    pub forecast_tax_determinants: ForecastTaxDeterminants,
    /// List of important years of the forecast
    pub year_markers: YearMarkers,
    /// List of worksheets
    pub worksheets: Vec<Worksheet>,
    /// Cash flow streams, returned if `include_cash_streams` requested
    pub cash_flow_streams: Vec<CashFlowStream>,
    /// *End Balances* of `Worth` and `Holdings`, returned if `include_balance_streams` requested
    pub end_balance_streams: Vec<EndBalanceStream>,
    /// User specified number for inflation rate to discount future values
    pub inflation: f64,
    /// Present value (discounted using `ForecastConfig::inflation`) of final net worth - for perspective
    pub pv_end_net_value: f64,
    /// Number of millis required to perform forecast
    pub forecast_millis: i64,
    /// Second accounting of end balance
    pub balance_sheet_proofs: Vec<BalanceSheetProof>,
    /// Sum of all penalties across all years in current dollars
    pub total_penalties: f64,
    /// Sum of all sheltered distributions across all years in current dollars
    pub total_sheltered_distributions: f64,
    /// Sum of all taxable distributions across all years in current dollars
    pub total_taxable_distributions: f64,
    /// Sum of all losses across all years in current dollars
    pub total_losses: f64,
    /// Sum of all retirement investments across all years in current dollars
    pub total_retirement_investments: f64,
}


/// Object containing details of _EOY_ processing
#[derive(Clone, Default, Deserialize, PartialEq, Serialize)]
pub struct Worksheet {
    /// Year for calculations
    pub year: Year,
    /// Entry for the inflation curve
    pub inflation_rate_entry: CurveRateEntry,
    /// Entry for the cost of capital curve
    pub cost_of_capital_rate_entry: CurveRateEntry,
    /// Age of primary owner
    #[serde(skip_serializing_if = "is_default")]
    pub primary_owner_age: Option<Year>,
    /// Netting in/out flows.
    pub netting: Netting,
    /// Tax statement for the year
    pub fed_tax_statement: FedTaxStatement,
    /// Tax bill for prior year
    pub tax_bill: f64,
    /// Annual _net flows_, _obligations_ if cash flows are negative, _investment_ if positive.
    ///
    /// This is the sum of `inflows` and `outflows` plus `disbursed` less the `tax_bill`.
    ///
    pub net_flows: f64,
    /// Any remaining shortfall after what can be sold has been sold
    pub remaining_shortfall: f64,
    /// Summary of draw-down, investment over the period
    pub liquidation_summary: LiquidationSummary,
    /// The taxable positions for each holding
    pub taxable_positions: Vec<TaxablePosition>,
    /// Penalties occurring in the year
    pub penalties: Penalties,
    /// Current allocation across types
    pub basic_allocation: BasicAllocation,
    /// Target allocation
    #[serde(skip_serializing_if = "is_default")]
    pub target_allocation: Option<BasicAllocation>,
}


/// A single entry in a position, representing a purchase at specific price
#[derive(Clone, Debug, Default, Deserialize, PartialEq, Serialize)]
pub struct TaxLot {
    /// Amount purchased/sold in lot
    quantity: f64,
    /// Price of one unit for lot
    price: f64,
    /// When lot was created (year of purchase/sale)
    year: Year,
}

/// Tracks lotting associated with a `Holding` position
#[derive(Clone, Debug, Default, Deserialize, PartialEq, Serialize)]
pub struct TaxablePosition {
    /// Position sum of all lots
    total_position: f64,
    /// Total cost for all lots in position
    total_cost_basis: f64,
    /// List of tax lots.
    ///
    /// This is the history of the position and will be tracked iff
    /// `TaxablePosition` is created with `from_first_lot_with_history`
    ///
    #[serde(skip_serializing_if = "is_default")]
    tax_lots: Option<Vec<TaxLot>>,
    /// Record of most recent mark price
    mark_price: f64,
}

/// Basic allocation among three categories (stock, bond, cash)
#[derive(Clone, Debug, Default, Deserialize, PartialEq, Serialize)]
pub struct BasicAllocation {
    /// Allocation to stocks
    stock: f64,
    /// Allocation to bonds
    bond: f64,
    /// Allocation to cash
    cash: f64,
    /// Allocation to other
    other: f64,
}

/// Defines set of target allocations
#[derive(Clone, Debug, Default, Deserialize, PartialEq, Serialize)]
pub struct GlidePath {
    /// List of target allocations
    pub target_allocations: Vec<TargetAllocation>,
}

/// Specifies a desired allocation for a specific year
#[derive(Clone, Debug, Default, Deserialize, PartialEq, Serialize)]
pub struct TargetAllocation {
    /// Year for an allocation
    pub year: Year,
    /// A basic target allocation for a specific year
    pub basic_allocation: BasicAllocation,
}

worksheet_macros.html.tera

{% macro money_row(row, show_empty) %}
    {% for cell in row %}
        <td style="text-align:right">{{ cell | round(precision=0) | as_money }}</td>    
    {% endfor %}
{% endmacro money_row %}

{% macro qualified_dividends(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{worksheet.netting.taxable_distributions.qualified | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro qualified_dividends %}

{% macro unqualified_dividends(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{worksheet.netting.taxable_distributions.unqualified | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro unqualified_dividends %}

{% macro capital_gain_distributions(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{worksheet.netting.taxable_distributions.capital_gain_distribution | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro capital_gain_distributions %}

{% macro interest(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{worksheet.netting.taxable_distributions.interest | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro interest %}

{% macro reinvested(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{worksheet.netting.taxable_distributions.reinvested | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro reinvested %}

{% macro disbursed(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{worksheet.netting.taxable_distributions.disbursed | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro disbursed %}


{# sheltered versions  #}

{% macro sheltered_qualified_dividends(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right" class="table-info">{{worksheet.netting.sheltered_distributions.qualified | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro sheltered_qualified_dividends %}

{% macro sheltered_unqualified_dividends(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right" class="table-info">{{worksheet.netting.sheltered_distributions.unqualified | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro sheltered_unqualified_dividends %}

{% macro sheltered_capital_gain_distributions(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right" class="table-info">{{worksheet.netting.sheltered_distributions.capital_gain_distribution | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro sheltered_capital_gain_distributions %}

{% macro sheltered_interest(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right" class="table-info">{{worksheet.netting.sheltered_distributions.interest | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro sheltered_interest %}

{% macro sheltered_reinvested(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right" class="table-info">{{worksheet.netting.sheltered_distributions.reinvested | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro sheltered_reinvested %}

{% macro sheltered_disbursed(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right" class="table-info">{{worksheet.netting.sheltered_distributions.disbursed | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro sheltered_disbursed %}




{# end sheltered versions #}


{% macro long_term_capital_gains_tax(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{ -1.0 * worksheet.fed_tax_statement.long_term_capital_gains_tax | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro long_term_capital_gains_tax %}

{% macro long_term_capital_gains(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{worksheet.fed_tax_statement.tax_inputs.long_term_capital_gains | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro long_term_capital_gains %}

{% macro long_term_capital_gains_hurdle(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{worksheet.fed_tax_statement.long_term_capital_gains_hurdle | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro long_term_capital_gains_hurdle %}

{% macro passive_income(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{worksheet.fed_tax_statement.tax_inputs.passive_income | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro passive_income %}

{% macro portfolio_income(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{worksheet.fed_tax_statement.tax_inputs.portfolio_income | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro portfolio_income %}

{% macro total_income(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{worksheet.fed_tax_statement.total_income | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro total_income %}

{% macro ordinary_income(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{worksheet.fed_tax_statement.tax_inputs.ordinary_income | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro ordinary_income %}

{% macro earned_income(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{worksheet.fed_tax_statement.tax_inputs.earned_income | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro earned_income %}

{% macro agi(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{worksheet.fed_tax_statement.adjusted_gross_income | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro agi %}

{% macro retirement_deductions(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{worksheet.netting.deductible_retirement_investment | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro retirement_deductions %}

{% macro sheltered_long_term_capital_gains(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right" class="table-info">{{worksheet.netting.sheltered_long_term_capital_gain | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro long_term_capital_gains %}

{% macro prior_losses_available(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{worksheet.fed_tax_statement.prior_losses_available | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro prior_losses_available %}

{% macro losses_offsetting_ordinary_income(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{worksheet.fed_tax_statement.losses_offsetting_ordinary_income | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro losses_offsetting_ordinary_income %}

{% macro losses_offsetting_gains(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{worksheet.fed_tax_statement.losses_offsetting_gains | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro losses_offsetting_gains %}

{% macro remaining_losses(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{worksheet.fed_tax_statement.remaining_losses_available | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro remaining_losses %}

{% macro end_balances(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{worksheet.netting.period_balance.end_balance | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro end_balances %}

{% macro tax_basis(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{ worksheet.fed_tax_statement.tax_basis | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro tax_basis %}

{% macro tax_bill(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{ -1.0 * worksheet.fed_tax_statement.tax_bill | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro tax_bill %}

{% macro total_tax_bill(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right; border-bottom-style: solid;">{{ -1.0 * worksheet.fed_tax_statement.total_tax_bill | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro total_tax_bill %}

{% macro social_security_tax(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{ -1.0 * worksheet.fed_tax_statement.social_security_tax | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro social_security_tax  %}

{% macro medicare_tax(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{ -1.0 * worksheet.fed_tax_statement.medicare_tax | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro medicare_tax  %}

{% macro standard_deduction(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{ -1.0 * worksheet.fed_tax_statement.standard_deduction | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro standard_deduction  %}

{% macro inflows(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{worksheet.netting.inflows | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro inflows %}


{% macro outflows(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{ 0.0 - worksheet.netting.outflows | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro outflows %}

{% macro rmd(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{worksheet.netting.required_minimum_distribution | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro rmd %}

{% macro retirement_contributions(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{worksheet.netting.retirement_investment.employee_contribution | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro retirement_contributions %}

{% macro employer_match(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{worksheet.netting.retirement_investment.employer_match | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro employer_match %}


{% macro college_penalties(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{ -1.0 * worksheet.penalties.college_irs529_penalty | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro college_penalties %}


{% macro early_withdrawal_penalty(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{ -1.0 * worksheet.penalties.early_withdrawal_penalty | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro early_withdrawal_penalty %}

{% macro health_care_penalty(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{ -1.0 * worksheet.penalties.health_care_penalty | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro health_care_penalty %}

{% macro net_flows(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{worksheet.net_flows | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro outflows %}

{% macro summary_start_balances(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{worksheet.netting.period_balance.start_balance | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro outflows %}

{% macro summary_end_balances(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{worksheet.netting.period_balance.end_balance | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro outflows %}

{% macro summary_balance_with_growth(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{worksheet.netting.balance_with_growth | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro outflows %}

{% macro remaining_shortfalls(worksheets) %}
            {% for worksheet in worksheets %}
              {% if worksheet.remaining_shortfall > 0.0 %}
              <td style="text-align:right" class="table-danger">
              {% else %}
              <td style="text-align:right">
              {% endif %}
                {{worksheet.remaining_shortfall | round(precision=0) | as_money }}</td>
            {% endfor %}
{% endmacro outflows %}

{% macro year_headers(worksheets) %}
            {% for worksheet in worksheets %}
                <th style="text-align:right">
                {{ worksheet.year }}
                {% if worksheet.primary_owner_age %}
                <div style="whitespace: nowrap">(Age:{{ worksheet.primary_owner_age }})</div>
                {% endif %}
                </th>
            {% endfor %}
{% endmacro outflows %}

{% macro marginal_tax_rates(worksheets) %}
            {% for worksheet in worksheets %}
                <td style="text-align:right">{{ worksheet.fed_tax_statement.marginal_tax_rate | round(precision=2) | as_percent }}</td>
            {% endfor %}
{% endmacro marginal_tax_rates %}

{% macro as_pct_or_null(v) %}
{% if v == 0 %}
_
{% else %}
  {{ v | as_percent }}
{% endif %}
{% endmacro as_pct_or_null %}

{% macro stock_allocation(worksheets) %}
    {% for worksheet in worksheets %}
    <td style="text-align:right">{{ self::as_pct_or_null(v=worksheet.basic_allocation.stock) }}</td>
    {% endfor %}
{% endmacro stock_allocation %}

{% macro bond_allocation(worksheets) %}
    {% for worksheet in worksheets %}
    <td style="text-align:right">{{ self::as_pct_or_null(v=worksheet.basic_allocation.bond) }}</td>
    {% endfor %}
{% endmacro bond_allocation %}

{% macro cash_allocation(worksheets) %}
    {% for worksheet in worksheets %}
    <td style="text-align:right">{{ self::as_pct_or_null(v=worksheet.basic_allocation.cash) }}</td>
    {% endfor %}
{% endmacro cash_allocation %}

{% macro other_allocation(worksheets) %}
    {% for worksheet in worksheets %}
    <td style="text-align:right">{{ self::as_pct_or_null(v=worksheet.basic_allocation.other) }}</td>
    {% endfor %}
{% endmacro other_allocation %}

{% macro effective_tax_rates(worksheets) %}
            {% for worksheet in worksheets %}
            <td style="text-align:right" nowrap>
            {% set total_income = worksheet.fed_tax_statement.total_income + 
                worksheet.fed_tax_statement.tax_inputs.qualified_dividends + 
                worksheet.fed_tax_statement.tax_inputs.long_term_capital_gains
            %}
            {% if worksheet.fed_tax_statement.total_tax_bill > 0.0 and total_income > 0.0 %}
                {% set effective_rate = worksheet.fed_tax_statement.total_tax_bill / total_income %}
                {{ effective_rate | round(precision=6) | as_percent }}
            {% else %}
            __
            {% endif %} 
             </td>
            {% endfor %}
{% endmacro outflows %}

{% macro label_row(label) %}
      <tr>
        <td>_</td>
        <td>_</td>
        <td>_</td>
        <td>_</td>
        <td nowrap><h5>{{ label }}</h5></td>
        <td style="border-right: 2px solid blue;"></td>      
      </tr>     
{% endmacro end_balance_detail_row %}

{% macro end_balance_detail_row(label, table_row) %}
      <tr>
        <td>_</td>
        <td>_</td>
        <td>_</td>
        <td>_</td>
        <td style="text-indent: 20px" nowrap><em>{{ label }}</em></td>
        <td style="border-right: 2px solid blue;"></td>      
        <td nowrap></td>  
        {{ table_row | safe }}                  
      </tr>     
{% endmacro end_balance_detail_row %}

{% macro end_balance_detail_inset_row(label, table_row) %}
      <tr>
        <td>_</td>
        <td>_</td>
        <td>_</td>
        <td>_</td>
        <td style="text-indent: 30px" nowrap><em>{{ label }}</em></td>
        <td style="border-right: 2px solid blue;"></td>      
        <td nowrap></td>  
        {{ table_row | safe }}                  
      </tr>     
{% endmacro end_balance_detail_inset_row %}

{% macro end_balance_detail_double_inset_row(label, table_row) %}
      <tr>
        <td>_</td>
        <td>_</td>
        <td>_</td>
        <td>_</td>
        <td style="text-indent: 60px" nowrap><em>{{ label }}</em></td>
        <td style="border-right: 2px solid blue;"></td>      
        <td nowrap></td>  
        {{ table_row | safe }}                  
      </tr>     
{% endmacro end_balance_detail_double_inset_row %}

{% macro end_balance_summary_row(label, table_row) %}
      <tr>
        <td>_</td>
        <td>_</td>
        <td>_</td>
        <td>_</td>
        <td nowrap><h5>{{ label }}</h5></td>
        <td style="border-right: 2px solid blue";></td>      
        <td nowrap></td>  
        {{ table_row | safe }}                  
      </tr>     
{% endmacro end_balance_summary_row %}

{% macro net_worth_row(pv_end_value, worksheets) %}
      <tr class="table-warning">
        <td>_</td>
        <td>_</td>
        <td>_</td>
        <td>_</td>
        <td><h5>Net Worth</h5></td>
        <td style="text-align:right; border-right: 2px solid blue;">{{ pv_end_value | round(precision=0) | as_money}}</td>  
        {% for worksheet in worksheets | slice(start=0, end=1) %}
        <td style="text-align:right;">{{ worksheet.netting.period_balance.start_balance | round(precision=0) | as_money }}</td>                
        {% endfor %}
        {{ self::end_balances(worksheets=worksheets) | safe }}
      </tr>
{% endmacro net_worth_row %}

Slowdown does seem to be in tera processing