otroan / espp2 Goto Github PK

Frontend

• Progress indicator for downloading cached data. => Spinner
• ISO Date format. Specify that transaction history/statement uses US date format
• Mention ESPP in "Please verify"
• Ask user to verify held cash as well. Oppdatere opening balance
• ISIN is missing in the list of input
• Skatt uses , for decimal separator, report all numbers with comma?
• Split numbers on pre and post 6th of October
• Add comment about method for double taxation in the foreign shares form
• Report all numbers as positive numbers
• Hard to see that a file has been added. Small text at bottom
• UX specs
  • Make the year-dropdown less, uh, whatever it is now
  • Add taxevader monster
  • Icons for "back" buttons, file uploads
• Fix width of content (gets a bit weird going from form to results currently)
• Consider how we want to handle wires - both how the page looks, how interactive it is, and how it pops up in the flow
  • Alt A: preemptively submit the form before reaching the wires page, to know whether or not it should be shown
• P2: Smoothen error handling (e.g. if generating holdings fails, we do not fail softly)
• Form validation? (not critical, but might be nice to have)
• Specify opening balance
• Expected balance as JSON string
• Description of foreign bank account for cash balance
• Description for exchange rate/loss and how to enter that in skattemelding
• New use case for expected balance and Schwab transactions if you have sold shares held prior to 2019 before 2022
• Oles pickle + CSV results in error when run in frontend, OK in backend

Backend

• Change to whole integers
• Report positive numbers, where the tax report expects it. Still use negative numbers to indicate loss instead of gain.
• Expected balance as Pydantic object / JSON string
• Simplify opening balance (Holdings) object. Add to web API
• Count Tax reversal as part of tax paid
• Tax deduction differently calculated for pickle + csv vs pickle
• More testing

Morgan Plugin

• Parsing bug: ValueError: Unknown RSU activity: "Cash Transfer In
• Use ESPPUSD exchange rate for ESPP shares