alexpung / UK-Investment-tax-calculator

Capital gain and dividend tax calculator for UK tax
https://alexpung.github.io/UK-Investment-tax-calculator/
Other
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Yearly tax summary by listed shares/other assets #77

Closed alexpung closed 5 months ago

alexpung commented 5 months ago

Summary by CodeRabbit

coderabbitai[bot] commented 5 months ago

Walkthrough

The project primarily experienced namespace refactoring and updates, shifting from BlazorApp_Investment_Tax_Calculator to InvestmentTaxCalculator. Several Blazor component files had their namespaces updated. New functionalities were also introduced, including new components like TaxYearCgtAssetTypeReport and a service TaxYearCgtByTypeReportService to handle tax year capital gains reports. Moreover, class and method signatures were refined to enhance trade calculations for different asset types.

Changes

Files/Groups Change Summaries
MatchingDetailTable.razor, Section104HistoryTable.razor, TaxCalculationTable.razor Updated namespace imports from BlazorApp_Investment_Tax_Calculator.Components to InvestmentTaxCalculator.Components.
TaxCalculationTable.razor Adjusted type declarations for disposalCalculationGrid and _trades properties.
MainLayout.razor, AddMissingTradePage.razor, CalculationViewPage.razor, DividendDataPage.razor, MainCalculatorPage.razor, ... Updated namespace references from BlazorApp_Investment_Tax_Calculator to InvestmentTaxCalculator.
New: TaxYearCgtAssetTypeReport.razor Introduced a component for displaying Tax Year CGT reports by asset type, with injected services and grid for financial details.
New: TaxYearCgtByTypeReport.cs Introduced TaxYearCgtByTypeReport class with properties for tax year capital gains tax calculations for different asset types.
TradeCalculationResult.cs Enhanced trade calculations with the addition of AssetGroupType enum and asset type filtering in multiple methods.
New: TaxYearCgtByTypeReportService.cs Introduced a service class to generate tax year capital gains tax reports.
Updated: Program.cs Renamed namespace and added the new TaxYearCgtByTypeReportService to the DI container.
_Imports.razor Updated namespace import statement.
CapitalGainCalculator.sln, UnitTest.csproj Renamed project and updated project reference paths.

Sequence Diagram(s)

Tax Year CGT Report Generation

sequenceDiagram
    Participant User
    Participant UI as Blazor Component
    Participant Service as TaxYearCgtByTypeReportService
    Participant Model as TaxYearCgtByTypeReport

    User->>UI: Request Tax Year CGT Report by Asset Type
    UI->>Service: GetTaxYearCgtByTypeReports()
    Service->>Model: Generate Reports
    Model-->>Service: Return Reports
    Service-->>UI: Return Report Data
    UI-->>User: Display Reports

Poem

In a world of tax and numbers, neat and prim,
A namespace did quietly trim the brim.
With new reports for gains and loss,
Investments easier to count and cross.
Through the codes, algorithms weave,
Clarity found in each type they sieve.
🌟 Hooray for code that's more precise,
our tax tales now clear, neat, and nice!


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