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v0.4.0 — Tax & export

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@yuens1002 yuens1002 released this 13 Jun 12:26
v0.4.0
e2150cc
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Learn about vigilant mode.

What's new

  • generate_report — Schedule C & E modes: fiscal-year P&L for sole-proprietor (Schedule C) and rental real estate (Schedule E) segments. Schedule C groups income/expense accounts by taxLine; Schedule E groups by property then by taxLine. Null taxLine → "Unclassified" bucket; entries without propertyId on Schedule E accounts → "Unassigned" property bucket. Pure domain engines in src/domain/tax.ts. Completes P3 tax reports.
  • export_report tool: render any report (monthly-reconciliation, schedule-c, schedule-e) as markdown (human-readable) or csv (spreadsheet-ready). Re-fetches data fresh; no need to call generate_report first.

Details

See CHANGELOG for the full entry.

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