Carryover amounts are generally available at the start of the year (or, in the case of tax refunds, at a time set by the tax authority). They should be contributed at that time, not at the default time for contributions.
This may require modifying TransactionStrategy, which currently sets all transactions at the same time. Alternatively, it might involve applying contribution_trans_strategy multiple times, each time after applying any inflows (and each time with a different timing attribute).
Consider adding a reconciliation_timing attribute to Tax to provide the timing for tax refunds (or payments of tax owing).
Issue #30 is a prerequisite for implementing this feature (at least insofar as it relates to other_carryover amounts).
Carryover amounts are generally available at the start of the year (or, in the case of tax refunds, at a time set by the tax authority). They should be contributed at that time, not at the default time for contributions.
This may require modifying
TransactionStrategy, which currently sets all transactions at the same time. Alternatively, it might involve applyingcontribution_trans_strategymultiple times, each time after applying any inflows (and each time with a different timing attribute).Consider adding a
reconciliation_timingattribute toTaxto provide the timing for tax refunds (or payments of tax owing).Issue #30 is a prerequisite for implementing this feature (at least insofar as it relates to
other_carryoveramounts).