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alexpung / UK-Investment-tax-calculator

Capital gain and dividend tax calculator for UK tax
https://alexpung.github.io/UK-Investment-tax-calculator/
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Fix incorrect calculation when an option is assigned #92

Closed alexpung closed 2 months ago

alexpung commented 2 months ago

Summary by CodeRabbit

coderabbitai[bot] commented 2 months ago

Walkthrough

The changes introduce a new method, AttachTradeToUnderlying, in the OptionTradeTaxCalculation class to enhance the organization of option trade handling. The UkOptionTradeCalculator file is updated to clarify tax implications for exercised and assigned options, streamlining the logic for premium costs. New unit tests are added for option assignment trades, and existing tests are modified to support parameterized testing. Overall, the updates improve code clarity and structure in the investment tax calculation framework.

Changes

File Path Change Summary
.../Options/OptionTradeTaxCalculation.cs Added method AttachTradeToUnderlying for improved trade attachment logic; refactored inline logic.
.../Options/UkOptionTradeCalculator.cs Updated comments and logic in MatchExercisedOption and MatchAssignedOption for clarity; replaced conditional logic with AttachTradeToUnderlying.
UnitTest/Test/TradeCalculations/Options/UkTradeCalculatorOptionAssignmentTest.cs Introduced new unit test class UkTradeCalculatorOptionAssignmentTest with a parameterized test method for short put options.
UnitTest/Test/TradeCalculations/Options/UkTradeCalculatorOptionExerciseTest.cs Changed two test methods to support parameterized testing with option dates.
UnitTest/Test/TradeCalculations/Options/UkTradeCalculatorOptionExpireTest.cs Modified two test methods for parameterized testing with option dates.

Possibly related PRs

🐰 "In the meadow where options play,
New methods hop and dance today.
With tests that leap and bounds that grow,
Clarity shines, as profits flow.
A joyful change in tax we see,
Hooray for trades, as bright as can be!" 🐇

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