pit-tax-reporter

name	pit-tax-reporter
description	Implement and refactor Polish PIT tax reporters and related parsing/aggregation logic. Use when adding or modifying reporters in polish_pit_calculator/tax_reporters/, normalizing broker exports, adjusting exchange-rate usage/caching, or updating tests to assert full report outputs. Use when this capability is needed.
metadata	{"author":"adamrajfer"}

Pit Tax Reporter

Overview

Build reporter changes safely by preserving tax semantics and verifying full outputs. Use this workflow for Charles Schwab, IBKR, Coinbase, Revolut, Trade, Crypto, Employment, and shared tax models.

Workflow

1. Confirm target behavior before editing:

• Expected output is TaxReport and TaxRecord values by year.
• Required CLI/report table behavior if app flow is touched.

2. Keep reporter contract stable:

• Reporter classes live in polish_pit_calculator/tax_reporters/.
• Keep name(), validators(), to_entry_data(), and generate(logs) coherent.
• Keep registry deserialization compatible with polish_pit_calculator.tax_reporters.<ClassName>.

3. Normalize inputs deterministically:

• Parse dates, currencies, and numeric values explicitly.
• Handle malformed rows by dropping/raising consistently.

4. Keep financial semantics explicit:

• Preserve FIFO matching and per-year aggregation rules.
• Keep exchange-rate lookups and cache behavior consistent.

5. Prefer focused refactors:

• Reduce duplication without changing external behavior.
• Keep reporter responsibilities clear and testable.

6. Test with full-output assertions:

• Compare full dataframes/tax reports, not selected fields.
• Mock cross-module dependencies when unit-testing a module.

7. Run quality gates:

• uv run pytest -q
• pre-commit run --all-files

Output Standard

Provide:

• Behavior summary.
• Exact files changed.
• Test evidence (pytest + pre-commit results).
• Any assumptions or unresolved data-contract questions.

References

Use references/reporter-checklist.md for implementation and testing checks.

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