Code

Rework evaluation export#127

Code

Merged

provinzio merged 146 commits intomainprovinzio/CoinTaxman:mainfrom rework-evaluation-exportprovinzio/CoinTaxman:rework-evaluation-exportCopy head branch name to clipboardMay 14, 2022

+2,491-533

Commits

Commits on Apr 8, 2022

• CHANGE save list of rows for each operation

  provinzio

  committed
  51fca76

  Copy full SHA for 51fca76

• UPDATE misc.group_by to also accept list[str]

  provinzio

  committed
  a6ccf11

  Copy full SHA for a6ccf11

• ADD dsum which sums decimals and returns decimal

  Show description for b39b77b
  provinzio

  committed
  b39b77b

  Copy full SHA for b39b77b

• CHANGE merge identical operations together

  provinzio

  committed
  abeca6a

  Copy full SHA for abeca6a

• UPDATE book: ignore operations with change=0

  provinzio

  committed
  a16c6df

  Copy full SHA for a16c6df

• CHANGE match fees with buy/sell operations, remove fees from book.operations.list

  Show description for 86a1390
  provinzio

  committed
  86a1390

  Copy full SHA for 86a1390

• FIX typo invsted

  provinzio

  committed
  71f5c0d

  Copy full SHA for 71f5c0d

• FIX typo mereged

  provinzio

  committed
  e872a05

  Copy full SHA for e872a05

• UPDATE Extend information in error message when kraken internal deposit/withdrawal matching fails (6ea275f)

  provinzio

  committed
  89f9412

  Copy full SHA for 89f9412

• UPDATE Make taxman helper functions static

  provinzio

  committed
  d19c35e

  Copy full SHA for d19c35e

• UPDATE comment in tax evaluation

  provinzio

  committed
  581fb9f

  Copy full SHA for 581fb9f

• ADD config error when country is not implemented

  Show description for 41c0ee3
  provinzio

  committed
  41c0ee3

  Copy full SHA for 41c0ee3

• UPDATE is_fiat docstring

  Show description for 3721933
  provinzio

  committed
  3721933

  Copy full SHA for 3721933

• RENAME TaxEvent.sell_price to sell_value

  Show description for e76ffe9
  provinzio

  committed
  e76ffe9

  Copy full SHA for e76ffe9

• ADD platform to export and specify date column header

  Show description for 3aaf6f8
  provinzio

  committed
  3aaf6f8

  Copy full SHA for 3aaf6f8

• CHANGE do not upper config.FIAT value in bitpanda import

  Show description for 75f527d
  provinzio

  committed
  75f527d

  Copy full SHA for 75f527d

• ADD make drun. Shortcut for development (format lint run)

  provinzio

  committed
  9cc3c6c

  Copy full SHA for 9cc3c6c

• REFACTOR BalanceQueue

  Show description for d456c50
  provinzio

  committed
  d456c50

  Copy full SHA for d456c50

• MOVE taxman staticmethods outside the class, convert tax_deadline to constant

  provinzio

  committed
  d238d8e

  Copy full SHA for d238d8e

• fixup REFACTOR BalanceQueue

  provinzio

  committed
  ed8f705

  Copy full SHA for ed8f705

• REFACTOR rename module import transaction to tr

  provinzio

  committed
  9bba7b9

  Copy full SHA for 9bba7b9

• CHANGE Binance operation "Launchpool Interest" to CoinLendInterest

  provinzio

  committed
  6d9d70c

  Copy full SHA for 6d9d70c

• UPDATE error message when operation type was not found

  provinzio

  committed
  484b47e

  Copy full SHA for 484b47e

• ADD docstring to Staking operations

  provinzio

  committed
  7b8132c

  Copy full SHA for 7b8132c

• UPDATE Add warning when buffer fee is used, shouldn't happen

  provinzio

  committed
  c7ad990

  Copy full SHA for c7ad990

• FIX merge identical operations before getting prices from csv

  Show description for 7f8fa37
  provinzio

  committed
  7f8fa37

  Copy full SHA for 7f8fa37

• WORK IN PROGRESS

  Show description for 539fd5b
  provinzio

  committed
  539fd5b

  Copy full SHA for 539fd5b

Commits on Apr 13, 2022

• ADD basic transfer matching algorithm

  jhoogstraat

  committed
  7426249

  Copy full SHA for 7426249

• Cleanup

  jhoogstraat

  committed
  2b9cabd

  Copy full SHA for 2b9cabd

• Include foreign fiat currencies

  jhoogstraat

  committed
  00acedd

  Copy full SHA for 00acedd

Commits on Apr 23, 2022

• UPDATE format

  provinzio

  committed
  e6563c2

  Copy full SHA for e6563c2

• FIX Wrong variable used

  provinzio

  committed
  443b4d7

  Copy full SHA for 443b4d7

• Merge branch 'resolve-deposits-2' into match-fees-with-operations

  provinzio

  committed
  a19e266

  Copy full SHA for a19e266

• ADD docstring for misc.dsum

  provinzio

  committed
  a60ac32

  Copy full SHA for a60ac32

• FIX misc.group_by docstring

  provinzio

  committed
  fd6c867

  Copy full SHA for fd6c867

• FIX misc.is_fiat docstring

  provinzio

  committed
  b67a175

  Copy full SHA for b67a175

• UPDATE format

  provinzio

  committed
  0fbb8e3

  Copy full SHA for 0fbb8e3

• ADD warning when not all withdrawals could be matched

  provinzio

  committed
  436a701

  Copy full SHA for 436a701

• FIX matching fees looped over wrong variable

  provinzio

  committed
  3e391f3

  Copy full SHA for 3e391f3

Commits on Apr 24, 2022

• ADD misc.cdecimal

  provinzio

  committed
  0eae371

  Copy full SHA for 0eae371

• ADD price_data.get_partial_cost

  provinzio

  committed
  8409bd5

  Copy full SHA for 8409bd5

• FIX typo

  provinzio

  committed
  943f47b

  Copy full SHA for 943f47b

• ADD save withdrawn_coins in tr.Withdrawal

  provinzio

  committed
  ae80beb

  Copy full SHA for ae80beb

Commits on Apr 27, 2022

• FIX set country specific locale and local timezone

  provinzio

  committed
  3df6700

  Copy full SHA for 3df6700

• ADD Withdrawal.partial_withdrawn_coins assert

  provinzio

  committed
  f8d0dbf

  Copy full SHA for f8d0dbf

• ADD new TaxReportEntry class for improved export

  provinzio

  committed
  3ac4d9f

  Copy full SHA for 3ac4d9f

• CHANGE Rework tax evaluation and export

  provinzio

  committed
  51d2c9f

  Copy full SHA for 51d2c9f

• RM old tr.TaxEvent class

  provinzio

  committed
  b46529d

  Copy full SHA for b46529d

• RENAME event_type of Lending/StakingInterestReportEntry

  provinzio

  committed
  5f548a1

  Copy full SHA for 5f548a1

• ADD TODO for export

  provinzio

  committed
  d2c86fd

  Copy full SHA for d2c86fd

• ADD archive hint after evaluation

  provinzio

  committed
  70e8d63

  Copy full SHA for 70e8d63

• FIX mypy linting errors

  provinzio

  committed
  f937214

  Copy full SHA for f937214

Commits on May 4, 2022

• Merge remote-tracking branch 'origin/main' into rework-evaluation-export

  provinzio

  committed
  20d5180

  Copy full SHA for 20d5180

• ADD docstring Taxman._evaluate_sell

  provinzio

  committed
  1b8fa18

  Copy full SHA for 1b8fa18

• CHANGE ignore deposit/withdrawal fees and raise warning instead asking for help

  provinzio

  committed
  67524c4

  Copy full SHA for 67524c4

• ADD config option ALL_AIRDROPS_ARE_GIFTS to tax all airdrops as gifts

  provinzio

  committed
  cacdb5c

  Copy full SHA for cacdb5c

• UPDATE format, style ADD helping comments

  provinzio

  committed
  c1cfcc5

  Copy full SHA for c1cfcc5

• UPDATE increase size of disclaimer in README.md

  provinzio

  committed
  391ca22

  Copy full SHA for 391ca22

• UPDATE README.md

  provinzio

  committed
  3c392bd

  Copy full SHA for 3c392bd

• ADD labels for tr.UnrealizedSellReportEntry

  provinzio

  committed
  dc6d174

  Copy full SHA for dc6d174

• RM unrealized TODOs

  provinzio

  committed
  8078788

  Copy full SHA for 8078788

• UPDATE docstring of evaluate_taxation

  provinzio

  committed
  0251673

  Copy full SHA for 0251673

• RM export_evaluation_as_csv

  provinzio

  committed
  fe63599

  Copy full SHA for fe63599

• RM unused csv module

  provinzio

  committed
  8435b0f

  Copy full SHA for 8435b0f

• FIX linting error

  provinzio

  committed
  15ad9bb

  Copy full SHA for 15ad9bb

• FIX __patch_002 allow time without time zone in old database

  provinzio

  committed
  19accac

  Copy full SHA for 19accac

• ADD TaxReportEntry.fields helper function

  provinzio

  committed
  df04a95

  Copy full SHA for df04a95

• FIX add "utc" to all TaxReportEntry date labels

  provinzio

  committed
  a46f3bd

  Copy full SHA for a46f3bd

• ADD column_num_to_string, column_string_to_num for excel column manipulation

  provinzio

  committed
  61fdf73

  Copy full SHA for 61fdf73

• ADD TaxReportEntry.excel_labels helper function

  provinzio

  committed
  9d3af09

  Copy full SHA for 9d3af09

• UPDATE evaluation export

  Show description for 2dc72bd
  provinzio

  committed
  2dc72bd

  Copy full SHA for 2dc72bd

Commits on May 5, 2022

• ADD Savings as allowed account type for binance book

  provinzio

  committed
  529e126

  Copy full SHA for 529e126

• FIX typo

  provinzio

  committed
  db732a3

  Copy full SHA for db732a3

• UPDATE move unmatched deposit warning out of the forloop for a summarizing warning message

  provinzio

  committed
  b83b039

  Copy full SHA for b83b039

• FIX resolve deposits : sort deposits after withdrawals

  provinzio

  committed
  faca8db

  Copy full SHA for faca8db

• FIX resolve deposit docstring

  Show description for 696ed83
  provinzio

  committed
  696ed83

  Copy full SHA for 696ed83

• UPDATE improve comments, warning and error messages

  provinzio

  committed
  395bb1e

  Copy full SHA for 395bb1e

• FIX do not raise error when unrealized sell can not be calculated, only raise warning

  provinzio

  committed
  36d4a48

  Copy full SHA for 36d4a48

• FIX evaluate operations one by one

  Show description for 7d45520
  provinzio

  committed
  7d45520

  Copy full SHA for 7d45520

• FIX ignore None taxation_type in evaluation summary

  provinzio

  committed
  75a0585

  Copy full SHA for 75a0585

• FIX Withdrawal.withdrawn_coins

  provinzio

  committed
  d187435

  Copy full SHA for d187435

• FIX TaxReportEntry.__post_init__ : check excel values and fields not the default name/fields

  provinzio

  committed
  a3fed35

  Copy full SHA for a3fed35

• FIX allow TaxReportEntry.taxable_gain to be None in case a ReportEntry is never taxable and should not have this column

  provinzio

  committed
  df37ebf

  Copy full SHA for df37ebf

• ADD custom format for importing (#55)

  provinzio

  committed
  8272587

  Copy full SHA for 8272587

• FIX add xlsxwriter to requirements.txt

  provinzio

  committed
  e952fe2

  Copy full SHA for e952fe2

• ADD remark from book operations to export file

  provinzio

  committed
  66f11a3

  Copy full SHA for 66f11a3

• UPDATE save transaction remarks as list

  provinzio

  committed
  5e54071

  Copy full SHA for 5e54071

• UPDATE All deposits / withdrawals are now shown in the export

  provinzio

  committed
  d559de6

  Copy full SHA for d559de6

• UPDATE some ReportEntry event_type names

  provinzio

  committed
  235e30f

  Copy full SHA for 235e30f

Commits on May 6, 2022

• FIX Do not raise error when not enough home fiat in queue

  provinzio

  committed
  b46752e

  Copy full SHA for b46752e

Commits on May 8, 2022

• UPDATE Respect existing xlsx and log files when finding filename for export files

  provinzio

  committed
  f77d12d

  Copy full SHA for f77d12d

• UPDATE Group portfolio at deadline depending on SINGLE or MULTI DEPOT method; Respect config option CALCULATE_UNREALIZED_GAINS

  provinzio

  committed
  0769ef2

  Copy full SHA for 0769ef2

• CHANGE Export dates in LOCAL_TIMEZONE

  provinzio

  committed
  7d935aa

  Copy full SHA for 7d935aa

• RENAME additional_fee parameter to add_fee_in_fiat

  provinzio

  committed
  885a2cc

  Copy full SHA for 885a2cc

• REFACTOR Calculation of buy cost for taxation

  Show description for 9f951f5
  provinzio

  committed
  9f951f5

  Copy full SHA for 9f951f5

• ADD link of trading pairs between buy and sell

  provinzio

  committed
  2f5a73f

  Copy full SHA for 2f5a73f

• FIX Buy/Sell types in fee matching interchanged

  provinzio

  committed
  aec4dff

  Copy full SHA for aec4dff

• FIX Resolve all trades (not only trades with fees)

  provinzio

  committed
  14ca913

  Copy full SHA for 14ca913

• FIX Calculate buying cost with selling value of previous trade

  provinzio

  committed
  285866e

  Copy full SHA for 285866e

• ADD Show buys in export file

  provinzio

  committed
  735359a

  Copy full SHA for 735359a

• FIX linting error, remove unused variables

  provinzio

  committed
  5a86940

  Copy full SHA for 5a86940

• Merge remote-tracking branch 'origin/main' into rework-evaluation-export

  provinzio

  committed
  9ffbf63

  Copy full SHA for 9ffbf63

• FIX typo

  provinzio

  committed
  b84426d

  Copy full SHA for b84426d

• ADD excel autofilter to export file

  provinzio

  committed
  5a80bc8

  Copy full SHA for 5a80bc8

• RENAME UnrealizedSellReportEntry.event_type

  provinzio

  committed
  c84a299

  Copy full SHA for c84a299

• FIX remove empty row from excel export summary

  provinzio

  committed
  8361afb

  Copy full SHA for 8361afb

• UPDATE improve column width of exported xlsx file

  provinzio

  committed
  cd7e08c

  Copy full SHA for cd7e08c

• RENAME CommissionReportEntry.event_type

  provinzio

  committed
  4a80843

  Copy full SHA for 4a80843

• RM deprecated TODOs and refactor remaining TODos

  provinzio

  committed
  a3e8bba

  Copy full SHA for a3e8bba

• UPDATE resolve some unnecessary warnings

  provinzio

  committed
  4d1ba6a

  Copy full SHA for 4d1ba6a

• CHANGE remove config.FIAT from unrealized sell report entries

  provinzio

  committed
  8ee480b

  Copy full SHA for 8ee480b

• CHANGE increase log level of file handler to warning

  provinzio

  committed
  00e1473

  Copy full SHA for 00e1473

• FIX dirty fix to determine buying cost of bought bnb from small asset transfer

  provinzio

  committed
  5eac93f

  Copy full SHA for 5eac93f

• CHANGE only add buys of tax year to export file

  provinzio

  committed
  f739ff7

  Copy full SHA for f739ff7

• FORMAT export file

  provinzio

  committed
  5e21a53

  Copy full SHA for 5e21a53

• UPDATE rename report columns Werbungskosten

  provinzio

  committed
  4c818e7

  Copy full SHA for 4c818e7

• CHANGE calculate sell value from bought coins market price

  provinzio

  committed
  48a57a1

  Copy full SHA for 48a57a1

• UPDATE gain/loss of buy/transfer sheet always positiv

  provinzio

  committed
  96f8c7f

  Copy full SHA for 96f8c7f

• CHANGE do not output values in xlsx file when column is "-"

  provinzio

  committed
  72194f9

  Copy full SHA for 72194f9

• CHANGE Sort sheets of xlsx file

  provinzio

  committed
  56edf6b

  Copy full SHA for 56edf6b

• RENAME CommissionReportEntry.entry_type

  provinzio

  committed
  64593ca

  Copy full SHA for 64593ca

• RENAME tr.Sell taxation type to Einkünfte aus privaten Veräußerungsgeschäften

  provinzio

  committed
  2041c87

  Copy full SHA for 2041c87

• UPDATE extend summary of export file with sell value/buy cost/...

  provinzio

  committed
  64acd14

  Copy full SHA for 64acd14

• FIX mypy error

  provinzio

  committed
  f076d8e

  Copy full SHA for f076d8e

Commits on May 14, 2022

• FIX typos

  Show description for 4c76bbc
  

  provinzio

  and

  jhoogstraat

  authored
  4c76bbc

  Copy full SHA for 4c76bbc

• Merge remote-tracking branch 'origin/main' into rework-evaluation-export

  provinzio

  committed
  1ff4150

  Copy full SHA for 1ff4150

• UPDATE sorting of binance operations

  provinzio

  committed
  93f5280

  Copy full SHA for 93f5280

• RM TODO regarding increase of speculation period (#57)

  provinzio

  committed
  12afc57

  Copy full SHA for 12afc57

• FIX make archive: check xlsx files instead of csv

  provinzio

  committed
  c3496ff

  Copy full SHA for c3496ff

• RM Buy from export file for now.. added TODO to add trades instead

  provinzio

  committed
  5f08e55

  Copy full SHA for 5f08e55

• UPDATE increase width of taxation_type column in export

  provinzio

  committed
  7bcbfcf

  Copy full SHA for 7bcbfcf

• UPDATE no fees in UnrealizedSellReportEntry, better labels; do not inherit UnrealizedSellReportEntry from SellReportEntry

  provinzio

  committed
  6ea53af

  Copy full SHA for 6ea53af

• FIX valign in export

  provinzio

  committed
  b536e41

  Copy full SHA for b536e41

• ADD unrealized sell information to summary page

  provinzio

  committed
  ce56914

  Copy full SHA for ce56914

• CHANGE Add more information to general page in export

  provinzio

  committed
  e46c2fb

  Copy full SHA for e46c2fb

• Merge branch '130-how-to-handle-deposits-from-unknown-sources' into rework-evaluation-export

  provinzio

  committed
  e9ac806

  Copy full SHA for e9ac806

• CHANGE Remarks of deposits/withdrawals changed, when link is missing

  provinzio

  committed
  f42b0f9

  Copy full SHA for f42b0f9

• CHANGE Adjust warning message when missing linked deposits get sold

  provinzio

  committed
  0984393

  Copy full SHA for 0984393

• FIX Ignore error when not enough EUR in queue to pay fees

  provinzio

  committed
  3778a53

  Copy full SHA for 3778a53

• FIX Catch error when determining sell value of unrealized sell. Only raise warning.

  provinzio

  committed
  9b54ee2

  Copy full SHA for 9b54ee2

• CHANGE Ignore unrealized sell value in export when it's faulty

  provinzio

  committed
  d5d58cd

  Copy full SHA for d5d58cd

• UPDATE Ignore buffer fee warning for config.FIAT

  provinzio

  committed
  3d6c770

  Copy full SHA for 3d6c770

• CHANGE Section "Taxation in Germany". updated according to new "BMF" writing

  provinzio

  committed
  76c04b1

  Copy full SHA for 76c04b1

• MV calculation of is_taxable to _evaluate_sell

  provinzio

  committed
  3dba427

  Copy full SHA for 3dba427

• RM unused excel helper functions

  provinzio

  committed
  b03af45

  Copy full SHA for b03af45

• UPDATE make sure that module tzdata is installed by importing it in config

  provinzio

  committed
  bb2dcfe

  Copy full SHA for bb2dcfe