Basic implementation of tax summary report
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libdrcr/src/austax/mod.rs
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661
libdrcr/src/austax/mod.rs
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/*
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DrCr: Web-based double-entry bookkeeping framework
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Copyright (C) 2022-2025 Lee Yingtong Li (RunasSudo)
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This program is free software: you can redistribute it and/or modify
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it under the terms of the GNU Affero General Public License as published by
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the Free Software Foundation, either version 3 of the License, or
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(at your option) any later version.
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This program is distributed in the hope that it will be useful,
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but WITHOUT ANY WARRANTY; without even the implied warranty of
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MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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GNU Affero General Public License for more details.
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You should have received a copy of the GNU Affero General Public License
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along with this program. If not, see <https://www.gnu.org/licenses/>.
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*/
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//! Implements Australian individual income tax calculations
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// TODO: Ideally this would be separated into its own plugin
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use std::collections::HashMap;
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use std::fmt::Display;
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use async_trait::async_trait;
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use tokio::sync::RwLock;
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use crate::account_config::kinds_for_account;
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use crate::reporting::calculator::ReportingGraphDependencies;
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use crate::reporting::dynamic_report::{
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entries_for_kind, CalculatableDynamicReport, CalculatableDynamicReportEntry,
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CalculatableSection, CalculatedRow, DynamicReport, LiteralRow,
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};
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use crate::reporting::executor::ReportingExecutionError;
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use crate::reporting::steps::AllTransactionsExceptEarningsToEquityBalances;
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use crate::reporting::types::{
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BalancesBetween, DateStartDateEndArgs, ReportingContext, ReportingProductId,
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ReportingProductKind, ReportingProducts, ReportingStep, ReportingStepArgs, ReportingStepId,
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Transactions, VoidArgs,
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};
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use crate::util::sofy_from_eofy;
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use crate::QuantityInt;
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/// Call [ReportingContext::register_lookup_fn] for all steps provided by this module
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pub fn register_lookup_fns(context: &mut ReportingContext) {
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CalculateIncomeTax::register_lookup_fn(context);
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}
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/// Calculates income tax
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///
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/// [Transactions] product represents income tax charge for the year.
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/// [DynamicReport] product represents the tax summary report.
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#[derive(Debug)]
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pub struct CalculateIncomeTax {}
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impl CalculateIncomeTax {
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fn register_lookup_fn(context: &mut ReportingContext) {
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context.register_lookup_fn(
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"CalculateIncomeTax",
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&[ReportingProductKind::Transactions],
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Self::takes_args,
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Self::from_args,
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);
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}
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fn takes_args(args: &Box<dyn ReportingStepArgs>) -> bool {
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args.is::<VoidArgs>()
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}
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fn from_args(_args: Box<dyn ReportingStepArgs>) -> Box<dyn ReportingStep> {
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Box::new(CalculateIncomeTax {})
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}
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}
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impl Display for CalculateIncomeTax {
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fn fmt(&self, f: &mut std::fmt::Formatter<'_>) -> std::fmt::Result {
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f.write_fmt(format_args!("{}", self.id()))
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}
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}
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#[async_trait]
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impl ReportingStep for CalculateIncomeTax {
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fn id(&self) -> ReportingStepId {
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ReportingStepId {
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name: "CalculateIncomeTax",
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product_kinds: &[
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ReportingProductKind::DynamicReport,
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ReportingProductKind::Transactions,
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],
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args: Box::new(VoidArgs {}),
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}
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}
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fn requires(&self, context: &ReportingContext) -> Vec<ReportingProductId> {
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// CalculateIncomeTax depends on CombineOrdinaryTransactions
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vec![ReportingProductId {
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name: "CombineOrdinaryTransactions",
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kind: ReportingProductKind::BalancesBetween,
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args: Box::new(DateStartDateEndArgs {
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date_start: sofy_from_eofy(context.eofy_date),
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date_end: context.eofy_date.clone(),
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}),
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}]
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}
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fn after_init_graph(
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&self,
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steps: &Vec<Box<dyn ReportingStep>>,
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dependencies: &mut ReportingGraphDependencies,
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_context: &ReportingContext,
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) {
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for other in steps {
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if let Some(other) =
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other.downcast_ref::<AllTransactionsExceptEarningsToEquityBalances>()
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{
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// AllTransactionsExceptEarningsToEquity depends on CalculateIncomeTax
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dependencies.add_dependency(
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other.id(),
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ReportingProductId {
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name: self.id().name,
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kind: other.product_kinds[0],
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args: if other.product_kinds[0] == ReportingProductKind::Transactions {
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Box::new(VoidArgs {})
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} else {
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other.id().args
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},
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},
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);
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}
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}
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}
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async fn execute(
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&self,
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context: &ReportingContext,
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_steps: &Vec<Box<dyn ReportingStep>>,
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_dependencies: &ReportingGraphDependencies,
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products: &RwLock<ReportingProducts>,
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) -> Result<ReportingProducts, ReportingExecutionError> {
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let products = products.read().await;
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// Get balances for current year
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let balances = &products
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.get_or_err(&ReportingProductId {
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name: "CombineOrdinaryTransactions",
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kind: ReportingProductKind::BalancesBetween,
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args: Box::new(DateStartDateEndArgs {
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date_start: sofy_from_eofy(context.eofy_date),
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date_end: context.eofy_date.clone(),
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}),
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})?
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.downcast_ref::<BalancesBetween>()
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.unwrap()
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.balances;
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// Get taxable income and deduction accounts
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let kinds_for_account =
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kinds_for_account(context.db_connection.get_account_configurations().await);
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// Generate tax summary report
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let report = CalculatableDynamicReport::new(
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"Tax summary".to_string(),
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vec!["$".to_string()],
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vec![
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CalculatableDynamicReportEntry::CalculatableSection(CalculatableSection::new(
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"Salary or wages (1)".to_string(),
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Some("income1".to_string()),
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true,
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true,
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{
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let mut entries = entries_for_kind_floor(
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"austax.income1",
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true,
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&vec![balances],
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&kinds_for_account,
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100,
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);
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entries.push(CalculatableDynamicReportEntry::CalculatedRow(
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CalculatedRow {
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calculate_fn: |report| LiteralRow {
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text: "Total item 1".to_string(),
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quantity: report.subtotal_for_id("income1").unwrap(),
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id: Some("total_income1".to_string()),
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visible: true,
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auto_hide: true,
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link: None,
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heading: true,
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bordered: true,
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},
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},
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));
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// Add spacer as child of the Section so it is hidden if the Section is hidden
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entries.push(CalculatableDynamicReportEntry::Spacer);
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entries
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},
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)),
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CalculatableDynamicReportEntry::CalculatableSection(CalculatableSection::new(
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"Australian Government allowances and payments (5)".to_string(),
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Some("income5".to_string()),
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true,
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true,
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{
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let mut entries = entries_for_kind(
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"austax.income5",
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true,
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&vec![balances],
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&kinds_for_account,
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);
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entries.push(CalculatableDynamicReportEntry::CalculatedRow(
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CalculatedRow {
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calculate_fn: |report| LiteralRow {
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text: "Total item 5".to_string(),
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quantity: floor_quantity(
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report.subtotal_for_id("income5").unwrap(),
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100,
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),
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id: Some("total_income5".to_string()),
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visible: true,
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auto_hide: true,
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link: None,
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heading: true,
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bordered: true,
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},
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},
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));
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entries.push(CalculatableDynamicReportEntry::Spacer);
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entries
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},
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)),
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CalculatableDynamicReportEntry::CalculatableSection(CalculatableSection::new(
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"Gross interest (10)".to_string(),
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Some("income10".to_string()),
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true,
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true,
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{
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let mut entries = entries_for_kind(
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"austax.income10",
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true,
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&vec![balances],
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&kinds_for_account,
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);
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entries.push(CalculatableDynamicReportEntry::CalculatedRow(
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CalculatedRow {
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calculate_fn: |report| LiteralRow {
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text: "Total item 10".to_string(),
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quantity: floor_quantity(
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report.subtotal_for_id("income10").unwrap(),
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100,
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),
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id: Some("total_income10".to_string()),
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visible: true,
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auto_hide: true,
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link: None,
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heading: true,
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bordered: true,
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},
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},
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));
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entries.push(CalculatableDynamicReportEntry::Spacer);
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entries
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},
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)),
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CalculatableDynamicReportEntry::CalculatableSection(CalculatableSection::new(
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"Partnerships and trusts (13)".to_string(),
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Some("income13".to_string()),
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true,
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true,
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{
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let mut entries = entries_for_kind(
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"austax.income13",
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true,
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&vec![balances],
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&kinds_for_account,
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);
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entries.push(CalculatableDynamicReportEntry::CalculatedRow(
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CalculatedRow {
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calculate_fn: |report| LiteralRow {
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text: "Total item 13".to_string(),
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quantity: floor_quantity(
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report.subtotal_for_id("income13").unwrap(),
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100,
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),
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id: Some("total_income13".to_string()),
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visible: true,
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auto_hide: true,
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link: None,
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heading: true,
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bordered: true,
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},
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},
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));
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entries.push(CalculatableDynamicReportEntry::Spacer);
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entries
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},
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)),
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CalculatableDynamicReportEntry::CalculatableSection(CalculatableSection::new(
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"Foreign source income and foreign assets or property (20)".to_string(),
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Some("income20".to_string()),
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true,
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true,
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{
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let mut entries = entries_for_kind(
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"austax.income20",
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true,
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&vec![balances],
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&kinds_for_account,
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);
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entries.push(CalculatableDynamicReportEntry::CalculatedRow(
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CalculatedRow {
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calculate_fn: |report| LiteralRow {
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text: "Total item 20".to_string(),
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quantity: floor_quantity(
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report.subtotal_for_id("income20").unwrap(),
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100,
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),
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id: Some("total_income20".to_string()),
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visible: true,
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auto_hide: true,
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link: None,
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heading: true,
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bordered: true,
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},
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},
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));
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entries.push(CalculatableDynamicReportEntry::Spacer);
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entries
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},
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)),
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CalculatableDynamicReportEntry::CalculatableSection(CalculatableSection::new(
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"Other income (24)".to_string(),
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Some("income24".to_string()),
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true,
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true,
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{
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let mut entries = entries_for_kind(
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"austax.income24",
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true,
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&vec![balances],
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&kinds_for_account,
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);
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entries.push(CalculatableDynamicReportEntry::CalculatedRow(
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CalculatedRow {
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calculate_fn: |report| LiteralRow {
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text: "Total item 24".to_string(),
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quantity: floor_quantity(
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report.subtotal_for_id("income24").unwrap(),
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100,
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),
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id: Some("total_income24".to_string()),
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visible: true,
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auto_hide: true,
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link: None,
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heading: true,
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bordered: true,
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},
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},
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));
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entries.push(CalculatableDynamicReportEntry::Spacer);
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entries
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},
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)),
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CalculatableDynamicReportEntry::CalculatedRow(CalculatedRow {
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calculate_fn: |report| LiteralRow {
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text: "Total assessable income".to_string(),
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quantity: vec![
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report
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.quantity_for_id("total_income1")
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.map(|v| v[0])
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.unwrap_or(0) + report
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.quantity_for_id("total_income5")
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.map(|v| v[0])
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.unwrap_or(0) + report
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.quantity_for_id("total_income10")
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.map(|v| v[0])
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.unwrap_or(0) + report
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.quantity_for_id("total_income13")
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.map(|v| v[0])
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.unwrap_or(0) + report
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.quantity_for_id("total_income20")
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.map(|v| v[0])
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.unwrap_or(0) + report
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.quantity_for_id("total_income24")
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.map(|v| v[0])
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.unwrap_or(0),
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],
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id: Some("total_income".to_string()),
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visible: true,
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auto_hide: false,
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link: None,
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heading: true,
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bordered: true,
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},
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}),
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CalculatableDynamicReportEntry::Spacer,
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CalculatableDynamicReportEntry::CalculatableSection(CalculatableSection::new(
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"Work-related travel expenses (D2)".to_string(),
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Some("d2".to_string()),
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true,
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true,
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{
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let mut entries = entries_for_kind(
|
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"austax.d2",
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false,
|
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&vec![balances],
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&kinds_for_account,
|
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);
|
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entries.push(CalculatableDynamicReportEntry::CalculatedRow(
|
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CalculatedRow {
|
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calculate_fn: |report| LiteralRow {
|
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text: "Total item D2".to_string(),
|
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quantity: floor_quantity(
|
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report.subtotal_for_id("d2").unwrap(),
|
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100,
|
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),
|
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id: Some("total_d2".to_string()),
|
||||
visible: true,
|
||||
auto_hide: true,
|
||||
link: None,
|
||||
heading: true,
|
||||
bordered: true,
|
||||
},
|
||||
},
|
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));
|
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entries.push(CalculatableDynamicReportEntry::Spacer);
|
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entries
|
||||
},
|
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)),
|
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CalculatableDynamicReportEntry::CalculatableSection(CalculatableSection::new(
|
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"Work-related self-education expenses (D4)".to_string(),
|
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Some("d4".to_string()),
|
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true,
|
||||
true,
|
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{
|
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let mut entries = entries_for_kind(
|
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"austax.d4",
|
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false,
|
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&vec![balances],
|
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&kinds_for_account,
|
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);
|
||||
entries.push(CalculatableDynamicReportEntry::CalculatedRow(
|
||||
CalculatedRow {
|
||||
calculate_fn: |report| LiteralRow {
|
||||
text: "Total item D4".to_string(),
|
||||
quantity: floor_quantity(
|
||||
report.subtotal_for_id("d4").unwrap(),
|
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100,
|
||||
),
|
||||
id: Some("total_d4".to_string()),
|
||||
visible: true,
|
||||
auto_hide: true,
|
||||
link: None,
|
||||
heading: true,
|
||||
bordered: true,
|
||||
},
|
||||
},
|
||||
));
|
||||
entries.push(CalculatableDynamicReportEntry::Spacer);
|
||||
entries
|
||||
},
|
||||
)),
|
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CalculatableDynamicReportEntry::CalculatableSection(CalculatableSection::new(
|
||||
"Other work-related expenses (D5)".to_string(),
|
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Some("d5".to_string()),
|
||||
true,
|
||||
true,
|
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{
|
||||
let mut entries = entries_for_kind(
|
||||
"austax.d5",
|
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false,
|
||||
&vec![balances],
|
||||
&kinds_for_account,
|
||||
);
|
||||
entries.push(CalculatableDynamicReportEntry::CalculatedRow(
|
||||
CalculatedRow {
|
||||
calculate_fn: |report| LiteralRow {
|
||||
text: "Total item D5".to_string(),
|
||||
quantity: floor_quantity(
|
||||
report.subtotal_for_id("d5").unwrap(),
|
||||
100,
|
||||
),
|
||||
id: Some("total_d5".to_string()),
|
||||
visible: true,
|
||||
auto_hide: true,
|
||||
link: None,
|
||||
heading: true,
|
||||
bordered: true,
|
||||
},
|
||||
},
|
||||
));
|
||||
entries.push(CalculatableDynamicReportEntry::Spacer);
|
||||
entries
|
||||
},
|
||||
)),
|
||||
CalculatableDynamicReportEntry::CalculatableSection(CalculatableSection::new(
|
||||
"Gifts or donations (D9)".to_string(),
|
||||
Some("d9".to_string()),
|
||||
true,
|
||||
true,
|
||||
{
|
||||
let mut entries = entries_for_kind(
|
||||
"austax.d9",
|
||||
false,
|
||||
&vec![balances],
|
||||
&kinds_for_account,
|
||||
);
|
||||
entries.push(CalculatableDynamicReportEntry::CalculatedRow(
|
||||
CalculatedRow {
|
||||
calculate_fn: |report| LiteralRow {
|
||||
text: "Total item D9".to_string(),
|
||||
quantity: floor_quantity(
|
||||
report.subtotal_for_id("d9").unwrap(),
|
||||
100,
|
||||
),
|
||||
id: Some("total_d9".to_string()),
|
||||
visible: true,
|
||||
auto_hide: true,
|
||||
link: None,
|
||||
heading: true,
|
||||
bordered: true,
|
||||
},
|
||||
},
|
||||
));
|
||||
entries.push(CalculatableDynamicReportEntry::Spacer);
|
||||
entries
|
||||
},
|
||||
)),
|
||||
CalculatableDynamicReportEntry::CalculatableSection(CalculatableSection::new(
|
||||
"Other deductions (D15)".to_string(),
|
||||
Some("d15".to_string()),
|
||||
true,
|
||||
true,
|
||||
{
|
||||
let mut entries = entries_for_kind(
|
||||
"austax.d15",
|
||||
false,
|
||||
&vec![balances],
|
||||
&kinds_for_account,
|
||||
);
|
||||
entries.push(CalculatableDynamicReportEntry::CalculatedRow(
|
||||
CalculatedRow {
|
||||
calculate_fn: |report| LiteralRow {
|
||||
text: "Total item D15".to_string(),
|
||||
quantity: floor_quantity(
|
||||
report.subtotal_for_id("d15").unwrap(),
|
||||
100,
|
||||
),
|
||||
id: Some("total_d15".to_string()),
|
||||
visible: true,
|
||||
auto_hide: true,
|
||||
link: None,
|
||||
heading: true,
|
||||
bordered: true,
|
||||
},
|
||||
},
|
||||
));
|
||||
entries.push(CalculatableDynamicReportEntry::Spacer);
|
||||
entries
|
||||
},
|
||||
)),
|
||||
CalculatableDynamicReportEntry::CalculatedRow(CalculatedRow {
|
||||
calculate_fn: |report| LiteralRow {
|
||||
text: "Total deductions".to_string(),
|
||||
quantity: vec![
|
||||
report
|
||||
.quantity_for_id("total_d2")
|
||||
.map(|v| v[0])
|
||||
.unwrap_or(0) + report
|
||||
.quantity_for_id("total_d4")
|
||||
.map(|v| v[0])
|
||||
.unwrap_or(0) + report
|
||||
.quantity_for_id("total_d5")
|
||||
.map(|v| v[0])
|
||||
.unwrap_or(0) + report
|
||||
.quantity_for_id("total_d9")
|
||||
.map(|v| v[0])
|
||||
.unwrap_or(0) + report
|
||||
.quantity_for_id("total_d15")
|
||||
.map(|v| v[0])
|
||||
.unwrap_or(0),
|
||||
],
|
||||
id: Some("total_deductions".to_string()),
|
||||
visible: true,
|
||||
auto_hide: false,
|
||||
link: None,
|
||||
heading: true,
|
||||
bordered: true,
|
||||
},
|
||||
}),
|
||||
CalculatableDynamicReportEntry::Spacer,
|
||||
CalculatableDynamicReportEntry::CalculatedRow(CalculatedRow {
|
||||
calculate_fn: |report| LiteralRow {
|
||||
text: "Net taxable income".to_string(),
|
||||
quantity: vec![
|
||||
report.quantity_for_id("total_income").unwrap()[0]
|
||||
- report.quantity_for_id("total_deductions").unwrap()[0],
|
||||
],
|
||||
id: Some("net_taxable".to_string()),
|
||||
visible: true,
|
||||
auto_hide: false,
|
||||
link: None,
|
||||
heading: true,
|
||||
bordered: true,
|
||||
},
|
||||
}),
|
||||
],
|
||||
);
|
||||
|
||||
let mut report: DynamicReport = report.calculate();
|
||||
report.auto_hide();
|
||||
|
||||
// Generate income tax transaction
|
||||
let transactions = Transactions {
|
||||
transactions: Vec::new(), // FIXME
|
||||
};
|
||||
|
||||
// Store products
|
||||
let mut result = ReportingProducts::new();
|
||||
result.insert(
|
||||
ReportingProductId {
|
||||
name: self.id().name,
|
||||
kind: ReportingProductKind::Transactions,
|
||||
args: Box::new(VoidArgs {}),
|
||||
},
|
||||
Box::new(transactions),
|
||||
);
|
||||
result.insert(
|
||||
ReportingProductId {
|
||||
name: self.id().name,
|
||||
kind: ReportingProductKind::DynamicReport,
|
||||
args: Box::new(VoidArgs {}),
|
||||
},
|
||||
Box::new(report),
|
||||
);
|
||||
Ok(result)
|
||||
}
|
||||
}
|
||||
|
||||
/// Call [entries_for_kind] then round results down to next multiple of `floor`
|
||||
fn entries_for_kind_floor(
|
||||
kind: &str,
|
||||
invert: bool,
|
||||
balances: &Vec<&HashMap<String, QuantityInt>>,
|
||||
kinds_for_account: &HashMap<String, Vec<String>>,
|
||||
floor: QuantityInt,
|
||||
) -> Vec<CalculatableDynamicReportEntry> {
|
||||
let mut entries_for_kind = entries_for_kind(kind, invert, balances, kinds_for_account);
|
||||
entries_for_kind.iter_mut().for_each(|e| match e {
|
||||
CalculatableDynamicReportEntry::LiteralRow(row) => row
|
||||
.quantity
|
||||
.iter_mut()
|
||||
.for_each(|v| *v = (*v / floor) * floor),
|
||||
_ => unreachable!(),
|
||||
});
|
||||
entries_for_kind
|
||||
}
|
||||
|
||||
fn floor_quantity(mut quantity: Vec<QuantityInt>, floor: QuantityInt) -> Vec<QuantityInt> {
|
||||
quantity.iter_mut().for_each(|v| *v = (*v / floor) * floor);
|
||||
quantity
|
||||
}
|
@ -1,4 +1,5 @@
|
||||
pub mod account_config;
|
||||
pub mod austax;
|
||||
pub mod db;
|
||||
pub mod model;
|
||||
pub mod reporting;
|
||||
|
@ -20,11 +20,9 @@ use std::sync::Arc;
|
||||
|
||||
use chrono::NaiveDate;
|
||||
use libdrcr::db::DbConnection;
|
||||
use libdrcr::reporting::builders::register_dynamic_builders;
|
||||
use libdrcr::reporting::calculator::{steps_as_graphviz, steps_for_targets};
|
||||
use libdrcr::reporting::dynamic_report::DynamicReport;
|
||||
use libdrcr::reporting::generate_report;
|
||||
use libdrcr::reporting::steps::register_lookup_fns;
|
||||
use libdrcr::reporting::types::{
|
||||
DateArgs, DateStartDateEndArgs, MultipleDateArgs, MultipleDateStartDateEndArgs,
|
||||
ReportingContext, ReportingProductId, ReportingProductKind, VoidArgs,
|
||||
@ -43,8 +41,9 @@ async fn main() {
|
||||
NaiveDate::from_ymd_opt(2025, 6, 30).unwrap(),
|
||||
"$".to_string(),
|
||||
);
|
||||
register_lookup_fns(&mut context);
|
||||
register_dynamic_builders(&mut context);
|
||||
libdrcr::reporting::steps::register_lookup_fns(&mut context);
|
||||
libdrcr::reporting::builders::register_dynamic_builders(&mut context);
|
||||
libdrcr::austax::register_lookup_fns(&mut context);
|
||||
|
||||
let context = Arc::new(context);
|
||||
|
||||
@ -109,6 +108,18 @@ async fn main() {
|
||||
let products = generate_report(targets, Arc::clone(&context))
|
||||
.await
|
||||
.unwrap();
|
||||
|
||||
let result = products
|
||||
.get_or_err(&ReportingProductId {
|
||||
name: "CalculateIncomeTax",
|
||||
kind: ReportingProductKind::DynamicReport,
|
||||
args: Box::new(VoidArgs {}),
|
||||
})
|
||||
.unwrap();
|
||||
|
||||
println!("Tax summary:");
|
||||
println!("{:?}", result);
|
||||
|
||||
let result = products
|
||||
.get_or_err(&ReportingProductId {
|
||||
name: "AllTransactionsExceptEarningsToEquity",
|
||||
|
@ -155,22 +155,28 @@ impl CalculatableDynamicReport {
|
||||
}
|
||||
|
||||
/// Calculate the subtotals for the [Section] with the given id
|
||||
pub fn subtotal_for_id(&self, id: &str) -> Vec<QuantityInt> {
|
||||
let entry = self.by_id(id).expect("Invalid id");
|
||||
if let CalculatableDynamicReportEntry::CalculatableSection(section) = entry {
|
||||
section.subtotal(&self)
|
||||
pub fn subtotal_for_id(&self, id: &str) -> Option<Vec<QuantityInt>> {
|
||||
if let Some(entry) = self.by_id(id) {
|
||||
if let CalculatableDynamicReportEntry::CalculatableSection(section) = entry {
|
||||
Some(section.subtotal(&self))
|
||||
} else {
|
||||
panic!("Called subtotal_for_id on non-Section");
|
||||
}
|
||||
} else {
|
||||
panic!("Called subtotal_for_id on non-Section");
|
||||
None
|
||||
}
|
||||
}
|
||||
|
||||
// Return the quantities for the [LiteralRow] with the given id
|
||||
pub fn quantity_for_id(&self, id: &str) -> Vec<QuantityInt> {
|
||||
let entry = self.by_id(id).expect("Invalid id");
|
||||
if let CalculatableDynamicReportEntry::LiteralRow(row) = entry {
|
||||
row.quantity
|
||||
pub fn quantity_for_id(&self, id: &str) -> Option<Vec<QuantityInt>> {
|
||||
if let Some(entry) = self.by_id(id) {
|
||||
if let CalculatableDynamicReportEntry::LiteralRow(row) = entry {
|
||||
Some(row.quantity)
|
||||
} else {
|
||||
panic!("Called quantity_for_id on non-LiteralRow");
|
||||
}
|
||||
} else {
|
||||
panic!("Called quantity_for_id on non-LiteralRow");
|
||||
None
|
||||
}
|
||||
}
|
||||
}
|
||||
@ -296,7 +302,9 @@ impl CalculatableSection {
|
||||
|
||||
calculated_entries.push(DynamicReportEntry::LiteralRow(updated_row));
|
||||
}
|
||||
CalculatableDynamicReportEntry::Spacer => (),
|
||||
CalculatableDynamicReportEntry::Spacer => {
|
||||
calculated_entries.push(DynamicReportEntry::Spacer);
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
|
@ -51,7 +51,6 @@ pub fn register_lookup_fns(context: &mut ReportingContext) {
|
||||
AllTransactionsExceptEarningsToEquityBalances::register_lookup_fn(context);
|
||||
AllTransactionsIncludingEarningsToEquity::register_lookup_fn(context);
|
||||
BalanceSheet::register_lookup_fn(context);
|
||||
CalculateIncomeTax::register_lookup_fn(context);
|
||||
CombineOrdinaryTransactions::register_lookup_fn(context);
|
||||
CombineOrdinaryTransactionsBalances::register_lookup_fn(context);
|
||||
CurrentYearEarningsToEquity::register_lookup_fn(context);
|
||||
@ -474,7 +473,7 @@ impl ReportingStep for BalanceSheet {
|
||||
CalculatedRow {
|
||||
calculate_fn: |report| LiteralRow {
|
||||
text: "Total assets".to_string(),
|
||||
quantity: report.subtotal_for_id("assets"),
|
||||
quantity: report.subtotal_for_id("assets").unwrap(),
|
||||
id: Some("total_assets".to_string()),
|
||||
visible: true,
|
||||
auto_hide: false,
|
||||
@ -500,7 +499,7 @@ impl ReportingStep for BalanceSheet {
|
||||
CalculatedRow {
|
||||
calculate_fn: |report| LiteralRow {
|
||||
text: "Total liabilities".to_string(),
|
||||
quantity: report.subtotal_for_id("liabilities"),
|
||||
quantity: report.subtotal_for_id("liabilities").unwrap(),
|
||||
id: Some("total_liabilities".to_string()),
|
||||
visible: true,
|
||||
auto_hide: false,
|
||||
@ -526,7 +525,7 @@ impl ReportingStep for BalanceSheet {
|
||||
CalculatedRow {
|
||||
calculate_fn: |report| LiteralRow {
|
||||
text: "Total equity".to_string(),
|
||||
quantity: report.subtotal_for_id("equity"),
|
||||
quantity: report.subtotal_for_id("equity").unwrap(),
|
||||
id: Some("total_equity".to_string()),
|
||||
visible: true,
|
||||
auto_hide: false,
|
||||
@ -559,110 +558,6 @@ impl ReportingStep for BalanceSheet {
|
||||
}
|
||||
}
|
||||
|
||||
/// Calculates income tax
|
||||
#[derive(Debug)]
|
||||
pub struct CalculateIncomeTax {}
|
||||
|
||||
impl CalculateIncomeTax {
|
||||
fn register_lookup_fn(context: &mut ReportingContext) {
|
||||
context.register_lookup_fn(
|
||||
"CalculateIncomeTax",
|
||||
&[ReportingProductKind::Transactions],
|
||||
Self::takes_args,
|
||||
Self::from_args,
|
||||
);
|
||||
}
|
||||
|
||||
fn takes_args(args: &Box<dyn ReportingStepArgs>) -> bool {
|
||||
args.is::<VoidArgs>()
|
||||
}
|
||||
|
||||
fn from_args(_args: Box<dyn ReportingStepArgs>) -> Box<dyn ReportingStep> {
|
||||
Box::new(CalculateIncomeTax {})
|
||||
}
|
||||
}
|
||||
|
||||
impl Display for CalculateIncomeTax {
|
||||
fn fmt(&self, f: &mut std::fmt::Formatter<'_>) -> std::fmt::Result {
|
||||
f.write_fmt(format_args!("{}", self.id()))
|
||||
}
|
||||
}
|
||||
|
||||
#[async_trait]
|
||||
impl ReportingStep for CalculateIncomeTax {
|
||||
fn id(&self) -> ReportingStepId {
|
||||
ReportingStepId {
|
||||
name: "CalculateIncomeTax",
|
||||
product_kinds: &[ReportingProductKind::Transactions],
|
||||
args: Box::new(VoidArgs {}),
|
||||
}
|
||||
}
|
||||
|
||||
fn requires(&self, context: &ReportingContext) -> Vec<ReportingProductId> {
|
||||
// CalculateIncomeTax depends on CombineOrdinaryTransactions
|
||||
vec![ReportingProductId {
|
||||
name: "CombineOrdinaryTransactions",
|
||||
kind: ReportingProductKind::BalancesBetween,
|
||||
args: Box::new(DateStartDateEndArgs {
|
||||
date_start: sofy_from_eofy(context.eofy_date),
|
||||
date_end: context.eofy_date.clone(),
|
||||
}),
|
||||
}]
|
||||
}
|
||||
|
||||
fn after_init_graph(
|
||||
&self,
|
||||
steps: &Vec<Box<dyn ReportingStep>>,
|
||||
dependencies: &mut ReportingGraphDependencies,
|
||||
_context: &ReportingContext,
|
||||
) {
|
||||
for other in steps {
|
||||
if let Some(other) =
|
||||
other.downcast_ref::<AllTransactionsExceptEarningsToEquityBalances>()
|
||||
{
|
||||
// AllTransactionsExceptEarningsToEquity depends on CalculateIncomeTax
|
||||
dependencies.add_dependency(
|
||||
other.id(),
|
||||
ReportingProductId {
|
||||
name: self.id().name,
|
||||
kind: other.product_kinds[0],
|
||||
args: if other.product_kinds[0] == ReportingProductKind::Transactions {
|
||||
Box::new(VoidArgs {})
|
||||
} else {
|
||||
other.id().args
|
||||
},
|
||||
},
|
||||
);
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
async fn execute(
|
||||
&self,
|
||||
_context: &ReportingContext,
|
||||
_steps: &Vec<Box<dyn ReportingStep>>,
|
||||
_dependencies: &ReportingGraphDependencies,
|
||||
_products: &RwLock<ReportingProducts>,
|
||||
) -> Result<ReportingProducts, ReportingExecutionError> {
|
||||
eprintln!("Stub: CalculateIncomeTax.execute");
|
||||
|
||||
let transactions = Transactions {
|
||||
transactions: Vec::new(),
|
||||
};
|
||||
|
||||
let mut result = ReportingProducts::new();
|
||||
result.insert(
|
||||
ReportingProductId {
|
||||
name: self.id().name,
|
||||
kind: ReportingProductKind::Transactions,
|
||||
args: Box::new(VoidArgs {}),
|
||||
},
|
||||
Box::new(transactions),
|
||||
);
|
||||
Ok(result)
|
||||
}
|
||||
}
|
||||
|
||||
/// Combines all steps producing ordinary transactions (returns transaction list)
|
||||
///
|
||||
/// By default, these are [DBTransactions] and [PostUnreconciledStatementLines].
|
||||
@ -1214,7 +1109,7 @@ impl ReportingStep for IncomeStatement {
|
||||
CalculatedRow {
|
||||
calculate_fn: |report| LiteralRow {
|
||||
text: "Total income".to_string(),
|
||||
quantity: report.subtotal_for_id("income"),
|
||||
quantity: report.subtotal_for_id("income").unwrap(),
|
||||
id: Some("total_income".to_string()),
|
||||
visible: true,
|
||||
auto_hide: false,
|
||||
@ -1240,7 +1135,7 @@ impl ReportingStep for IncomeStatement {
|
||||
CalculatedRow {
|
||||
calculate_fn: |report| LiteralRow {
|
||||
text: "Total expenses".to_string(),
|
||||
quantity: report.subtotal_for_id("expenses"),
|
||||
quantity: report.subtotal_for_id("expenses").unwrap(),
|
||||
id: Some("total_expenses".to_string()),
|
||||
visible: true,
|
||||
auto_hide: false,
|
||||
@ -1258,9 +1153,10 @@ impl ReportingStep for IncomeStatement {
|
||||
calculate_fn: |report| LiteralRow {
|
||||
text: "Net surplus (deficit)".to_string(),
|
||||
quantity: report
|
||||
.quantity_for_id("total_income") // Get total income row
|
||||
.quantity_for_id("total_income")
|
||||
.unwrap() // Get total income row
|
||||
.iter()
|
||||
.zip(report.quantity_for_id("total_expenses").iter()) // Zip with total expenses row
|
||||
.zip(report.quantity_for_id("total_expenses").unwrap().iter()) // Zip with total expenses row
|
||||
.map(|(i, e)| i - e) // Compute net surplus
|
||||
.collect(),
|
||||
id: Some("net_surplus".to_string()),
|
||||
|
@ -16,6 +16,7 @@
|
||||
along with this program. If not, see <https://www.gnu.org/licenses/>.
|
||||
*/
|
||||
|
||||
mod libdrcr_austax;
|
||||
mod libdrcr_bridge;
|
||||
mod sql;
|
||||
|
||||
@ -90,6 +91,7 @@ pub fn run() {
|
||||
.invoke_handler(tauri::generate_handler![
|
||||
get_open_filename,
|
||||
set_open_filename,
|
||||
libdrcr_austax::get_tax_summary,
|
||||
libdrcr_bridge::get_all_transactions_except_earnings_to_equity,
|
||||
libdrcr_bridge::get_all_transactions_except_earnings_to_equity_for_account,
|
||||
libdrcr_bridge::get_balance_sheet,
|
||||
|
41
src-tauri/src/libdrcr_austax.rs
Normal file
41
src-tauri/src/libdrcr_austax.rs
Normal file
@ -0,0 +1,41 @@
|
||||
/*
|
||||
DrCr: Web-based double-entry bookkeeping framework
|
||||
Copyright (C) 2022-2025 Lee Yingtong Li (RunasSudo)
|
||||
|
||||
This program is free software: you can redistribute it and/or modify
|
||||
it under the terms of the GNU Affero General Public License as published by
|
||||
the Free Software Foundation, either version 3 of the License, or
|
||||
(at your option) any later version.
|
||||
|
||||
This program is distributed in the hope that it will be useful,
|
||||
but WITHOUT ANY WARRANTY; without even the implied warranty of
|
||||
MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
||||
GNU Affero General Public License for more details.
|
||||
|
||||
You should have received a copy of the GNU Affero General Public License
|
||||
along with this program. If not, see <https://www.gnu.org/licenses/>.
|
||||
*/
|
||||
|
||||
use libdrcr::reporting::dynamic_report::DynamicReport;
|
||||
use libdrcr::reporting::types::{ReportingProductId, ReportingProductKind, VoidArgs};
|
||||
use tauri::State;
|
||||
use tokio::sync::Mutex;
|
||||
|
||||
use crate::libdrcr_bridge::get_report;
|
||||
use crate::AppState;
|
||||
|
||||
#[tauri::command]
|
||||
pub(crate) async fn get_tax_summary(state: State<'_, Mutex<AppState>>) -> Result<String, ()> {
|
||||
Ok(get_report(
|
||||
state,
|
||||
&ReportingProductId {
|
||||
name: "CalculateIncomeTax",
|
||||
kind: ReportingProductKind::DynamicReport,
|
||||
args: Box::new(VoidArgs {}),
|
||||
},
|
||||
)
|
||||
.await
|
||||
.downcast_ref::<DynamicReport>()
|
||||
.unwrap()
|
||||
.to_json())
|
||||
}
|
@ -22,10 +22,8 @@ use std::sync::Arc;
|
||||
use chrono::NaiveDate;
|
||||
use libdrcr::db::DbConnection;
|
||||
use libdrcr::model::assertions::BalanceAssertion;
|
||||
use libdrcr::reporting::builders::register_dynamic_builders;
|
||||
use libdrcr::reporting::dynamic_report::DynamicReport;
|
||||
use libdrcr::reporting::generate_report;
|
||||
use libdrcr::reporting::steps::register_lookup_fns;
|
||||
use libdrcr::reporting::types::{
|
||||
BalancesAt, DateArgs, DateStartDateEndArgs, MultipleDateArgs, MultipleDateStartDateEndArgs,
|
||||
ReportingContext, ReportingProduct, ReportingProductId, ReportingProductKind, Transactions,
|
||||
@ -37,7 +35,13 @@ use tokio::sync::Mutex;
|
||||
|
||||
use crate::AppState;
|
||||
|
||||
async fn get_report(
|
||||
fn prepare_reporting_context(context: &mut ReportingContext) {
|
||||
libdrcr::austax::register_lookup_fns(context);
|
||||
libdrcr::reporting::steps::register_lookup_fns(context);
|
||||
libdrcr::reporting::builders::register_dynamic_builders(context);
|
||||
}
|
||||
|
||||
pub(crate) async fn get_report(
|
||||
state: State<'_, Mutex<AppState>>,
|
||||
target: &ReportingProductId,
|
||||
) -> Box<dyn ReportingProduct> {
|
||||
@ -51,11 +55,11 @@ async fn get_report(
|
||||
// Initialise ReportingContext
|
||||
let eofy_date = db_connection.metadata().eofy_date;
|
||||
let mut context = ReportingContext::new(db_connection, eofy_date, "$".to_string());
|
||||
register_lookup_fns(&mut context);
|
||||
register_dynamic_builders(&mut context);
|
||||
prepare_reporting_context(&mut context);
|
||||
|
||||
// Get dynamic report
|
||||
let targets = vec![
|
||||
// FIXME: Make this configurable
|
||||
ReportingProductId {
|
||||
name: "CalculateIncomeTax",
|
||||
kind: ReportingProductKind::Transactions,
|
||||
@ -230,8 +234,7 @@ pub(crate) async fn get_validated_balance_assertions(
|
||||
// Initialise ReportingContext
|
||||
let eofy_date = db_connection.metadata().eofy_date;
|
||||
let mut context = ReportingContext::new(db_connection, eofy_date, "$".to_string());
|
||||
register_lookup_fns(&mut context);
|
||||
register_dynamic_builders(&mut context);
|
||||
prepare_reporting_context(&mut context);
|
||||
|
||||
// Get report targets
|
||||
let mut targets = vec![ReportingProductId {
|
||||
|
36
src/austax/TaxSummaryReport.vue
Normal file
36
src/austax/TaxSummaryReport.vue
Normal file
@ -0,0 +1,36 @@
|
||||
<!--
|
||||
DrCr: Web-based double-entry bookkeeping framework
|
||||
Copyright (C) 2022-2025 Lee Yingtong Li (RunasSudo)
|
||||
|
||||
This program is free software: you can redistribute it and/or modify
|
||||
it under the terms of the GNU Affero General Public License as published by
|
||||
the Free Software Foundation, either version 3 of the License, or
|
||||
(at your option) any later version.
|
||||
|
||||
This program is distributed in the hope that it will be useful,
|
||||
but WITHOUT ANY WARRANTY; without even the implied warranty of
|
||||
MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
||||
GNU Affero General Public License for more details.
|
||||
|
||||
You should have received a copy of the GNU Affero General Public License
|
||||
along with this program. If not, see <https://www.gnu.org/licenses/>.
|
||||
-->
|
||||
|
||||
<template>
|
||||
<DynamicReportComponent :report="report" />
|
||||
</template>
|
||||
|
||||
<script setup lang="ts">
|
||||
import { invoke } from '@tauri-apps/api/core';
|
||||
import { ref } from 'vue';
|
||||
|
||||
import DynamicReportComponent from '../components/DynamicReportComponent.vue';
|
||||
import { DynamicReport } from '../reports/base.ts';
|
||||
|
||||
const report = ref(null as DynamicReport | null);
|
||||
|
||||
async function load() {
|
||||
report.value = JSON.parse(await invoke('get_tax_summary'));
|
||||
}
|
||||
load();
|
||||
</script>
|
@ -44,6 +44,7 @@ async function initApp() {
|
||||
{ path: '/statement-lines/import', name: 'import-statement', component: () => import('./pages/ImportStatementView.vue') },
|
||||
{ path: '/transactions/:account', name: 'transactions', component: () => import('./pages/TransactionsView.vue') },
|
||||
{ path: '/trial-balance', name: 'trial-balance', component: () => import('./reports/TrialBalanceReport.vue') },
|
||||
{ path: '/austax/tax-summary', name: 'tax-summary', component: () => import('./austax/TaxSummaryReport.vue') },
|
||||
];
|
||||
const router = createRouter({
|
||||
history: createWebHistory(),
|
||||
|
@ -1,6 +1,6 @@
|
||||
<!--
|
||||
DrCr: Web-based double-entry bookkeeping framework
|
||||
Copyright (C) 2022–2024 Lee Yingtong Li (RunasSudo)
|
||||
Copyright (C) 2022-2025 Lee Yingtong Li (RunasSudo)
|
||||
|
||||
This program is free software: you can redistribute it and/or modify
|
||||
it under the terms of the GNU Affero General Public License as published by
|
||||
@ -40,7 +40,8 @@
|
||||
<div class="pl-4">
|
||||
<h2 class="font-medium text-gray-700 mb-2">Advanced reports</h2>
|
||||
<ul class="list-disc ml-6">
|
||||
<!-- TODO: Plugin reports -->
|
||||
<!-- TODO: Generate this list dynamically -->
|
||||
<li><RouterLink :to="{ name: 'tax-summary' }" class="text-gray-900 hover:text-blue-700 hover:underline">Tax summary</RouterLink></li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
|
Loading…
x
Reference in New Issue
Block a user