#5 feat: EPM module, budget layers, EPMSAVE write-back, docs site

[Anonymous]

Originally created by: grynn-in

Summary

• Fiscal calendar fix: Scoped fiscal period join to entity's calendar, eliminating 12x fan-out. Monthly periods generated from year ranges.
• Documentation site: 31-file MkDocs Material docs suite with GitHub Pages deployment, Grynn branding, reorganized nav (5 top-level groups)
• Excel VBA: EPMSAVE() immediate write-back function, scenario_id as 9th param on EPM/EPM_BUDGET/EPM_VARIANCE, EPM_BUDGET_SAVE batch macro, EnsureLogin helper
• Budget layers: Full documentation with worked example showing 4 additive layers (base/challenge/management/board) across 12 periods
• Scenario ID filtering: Optional filter on epm_value/epm_batch for multi-scenario queries (e.g., BUDGET_2025 vs BUDGET_2025_V2)
• Roadmap: Updated with D365 budget write-back (Phase 3) including OData endpoints, dimension mapping, and prerequisites

Konsol app changes (separate repo: grynn-in/konsol)

• 12 new doctypes in EPM module (Scenario Definition, Dimension, Measure, Fiscal Period, Spread Profile, Allocation Rule/Driver, Consolidation Group/Adjustment, IC Elimination Rule, Budget Input + Child)
• Budget workflow: Draft → Submitted → Approved → Rejected with 4 roles
• Shared infrastructure: clickhouse.py (sync_table/sync_doctype), dbt_config.py (regenerate_vars)
• API: budget_save, budget_save_batch, budget_cell_save endpoints
• scenario_id filter on epm_value/epm_batch
• 166 TDD tests across 10 test files

Test plan

• [x] 166 pytest tests passing (konsol)
• [x] VBA functions verified via static analysis tests
• [ ] Manual: bench --site epm.local migrate (12 doctypes install)
• [ ] Manual: Budget Input workflow in Frappe Desk
• [ ] Manual: EPMSAVE from Excel → Budget Input doc created
• [ ] Manual: mkdocs serve — docs render correctly

🤖 Generated with Claude Code

[Anonymous]

Ticket changed by: grynn-in

• status: open --> closed