Add per-jurisdiction tax profiles (#356) - #383
Open
OCHI199 wants to merge 2 commits into
Open
Conversation
Introduce a declarative TaxProfile per jurisdiction (US/UK/DE/AU/CA) covering tax-year boundaries, holding-period thresholds and their effect (rate split, flat discount, full exemption, or none), loss matching rule identifier, flat annual allowance, and export format. User.taxJurisdiction (default US) selects the profile; buildTaxReport now resolves tax-year windows and long/short classification from it instead of a hard-coded UTC calendar year, with US behavior unchanged byte-for-byte.
|
@OCHI199 Great news! 🎉 Based on an automated assessment of this PR, the linked Wave issue(s) no longer count against your application limits. You can now already apply to more issues while waiting for a review of this PR. Keep up the great work! 🚀 |
…le-harvest-export
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
1 participant
Add this suggestion to a batch that can be applied as a single commit.This suggestion is invalid because no changes were made to the code.Suggestions cannot be applied while the pull request is closed.Suggestions cannot be applied while viewing a subset of changes.Only one suggestion per line can be applied in a batch.Add this suggestion to a batch that can be applied as a single commit.Applying suggestions on deleted lines is not supported.You must change the existing code in this line in order to create a valid suggestion.Outdated suggestions cannot be applied.This suggestion has been applied or marked resolved.Suggestions cannot be applied from pending reviews.Suggestions cannot be applied on multi-line comments.Suggestions cannot be applied while the pull request is queued to merge.Suggestion cannot be applied right now. Please check back later.
Per-Jurisdiction Tax Profiles, Wash-Sale Detection, Harvesting Engine & US Tax Export
Summary
buildTaxReportnow resolves these fromUser.taxJurisdictioninstead of a hard-coded UTC calendar year.LotDisposal/CostBasisLotledger.Test plan
npm run typecheck/npm run lint/npm testCloses #356
Closes #355
Closes #354
Closes #353