القائمة
Where to change what in the tax report pipeline (new report type, new broker, new tax authority). Use when adding features, refactoring, or navigating the codebase to find the right layer.
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
| name | pipeline-and-structure |
| description | Where to change what in the tax report pipeline (new report type, new broker, new tax authority). Use when adding features, refactoring, or navigating the codebase to find the right layer. |
Generic guidance for this project. For country- or broker-specific details, use the complementary skills (e.g. slovenian-tax-edavki, ibkr-flex-query).
| Goal | Location | Notes |
|---|---|---|
| New report type (same tax authority) | Tax authority provider under src/TaxAuthorityProvider/TaxAuthorities/<Country>/ | Extend report generation (XML/CSV) and report type enum; reuse existing grouping and lot matching. |
| New broker | src/BrokerageExportProviders/Brokerages/<Broker>/ | Implement CommonBrokerageExportProvider: discover files, load to broker-specific type (CommonBrokerageEvents), merge, transform to sequence of StagingFinancialGrouping. See resources/docs/brokerage-development/translations/README.en.md. |
| New tax authority (country) | src/TaxAuthorityProvider/TaxAuthorities/<Country>/ | Implement abstract TaxAuthorityProvider (generateExportForTaxAuthority, generateSpreadsheetExport); add config/schemas and report generation as needed. |
| Lot matching logic | src/Core/LotMatching/ and tax authority report generation | NONE / FIFO / PROVIDED are configured per report; implementation lives in Core and in how each tax authority uses the processor. |
| Staging → core processing | src/Core/StagingFinancialEvents/ | Event and lot processors (stock, derivative, cash); grouping processor. Change here when the broker-agnostic staging format or core domain model changes. |
| Company/country/treaty lookups | src/InfoProviders/ and lookup JSONs | Use the infoproviders-lookup-data skill for when and how to edit the JSONs. |
imports → broker (Extract + Transform) → StagingFinancialGrouping[] → StagingFinancialGroupingProcessor → FinancialGrouping[] → TaxAuthorityProvider → exports
Broker and tax authority implementations are isolated in their own trees; the core pipeline (StagingFinancialEvents, FinancialEvents, LotMatching) stays broker- and country-agnostic.
IBKR Flex Query XML structure and how it maps to SegmentedTrades. Use when editing IBKR Extract/Transform, adding transaction types, debugging XML parsing, or working with IBKR test fixtures.
When and how to edit InfoProviders lookup JSONs (company, country, treaty, ISIN). Use when fixing "Failed processing stock lot", wrong country or company data, or adding fallbacks for unresolved identifiers.
Slovenian tax reporting and EDavki forms (DOH_DIV, DOH_KDVP, D_IFI, DOH_OBR). Use when working on Slovenia tax authority provider, EDavki XML/CSV generation, userConfig.yml taxpayer fields, or Slovenian report types and XSDs.
