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Per wallet application#138

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eprbell wants to merge 74 commits intomaineprbell/rp2:mainfrom per_wallet_applicationeprbell/rp2:per_wallet_applicationCopy head branch name to clipboard

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Commits on Dec 22, 2024

• Moved Account class from balance.py to in_transaction.py

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• Added originates_from field and improved comments

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• Initial version of transfer analysis

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• Transfer analysis unit tests

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• Added mypy exceptions for per_wallet_tax_engine.py

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Commits on Dec 24, 2024

• Fixed mypy warinig: removed type annotation from enum values

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• Fixed mypy warinig: removed type annotation from enum values

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• Fixed mypy warinig: removed type annotation from enum values

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• Fixed mypy warinig: removed type annotation from enum values

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Commits on Jan 13, 2025

• Added a few utility methods (reset_partial_amounts, add_acquired_lot, etc.)

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• Refactored get_acquired_lot_for_taxable_event (reduced indentation levels)

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• Changed long term cap gain detection to use cost_basis_timestamp (instead of timestamp)

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• Added cost_basis_timestamp

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• Changed sort_key to use cost_basis_timestamp (instead of timestamp)

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• Added cost_basis_timestamp

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• Added cost_basis_timestamp

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• Added cost_basis_timestamp

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• Removed and split into 3 files

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• Full implementation of transfer analysis

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• Unit test for per-wallet transfer analysis

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• Added top-level comment

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• Added type check in LotCandidates for accounting method

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• Added cast to make pylint happy

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• Added EOF newline

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• Reformatted with black

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• Added cast to make pylint happy

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• Reformatted with black

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• Merge branch 'main' into per_wallet_application

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• Renamed a few files to improve clarity

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Commits on Jan 14, 2025

• Merge branch 'main' into per_wallet_application

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Commits on Jan 16, 2025

• Update src/rp2/in_transaction.py

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• Added actual amount dictionary (for per-wallet application) and moved in create_unfiltered_taxable_event_set()

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• Added parameter names for optional parameters

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• Moved create_unfiltered_taxable_event_set to InputData

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• Various improvements

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• Minor format fixes

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• Updated to new transfer analyzer OO API

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• Removed resolved TODO

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• Updated to new transfer analyzer OO API

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Commits on Jan 28, 2025

• Renamed transfer_analysis_common.py

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• Added get_acquired_lot_for_timestamp()

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• Added account to balance map

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• Added a few utility functions in preparation of global allocation

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• Minor changes: renamed a few symbols

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• Refactor of old transfer_analysis_test_common.py

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• Removed skip_transfer_pointers parameter

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Commits on Jan 30, 2025

• Minor change

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Commits on Feb 2, 2025

• Fixed fee handling bug, added support for per-wallet model without transfer pointers (used by global allocation)

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• Added actual amount check. Fixed diff display problem.

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• Adjusted tests after fixing fee handling bug. Populated want amounts field.

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• Added a few comments

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• Added a few more tests

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• Fixed a FIFO test

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• Added utility function to serialize InputData as string list (for diffs)

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• Refactored diff logic, added comments, renamed a few symbols.

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Commits on Feb 3, 2025

• Added local artificial id infrastructure

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Commits on Feb 4, 2025

• Fixed a comment

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• Added/renamed test fields.

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• Renamed test fields.

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• Small changes to a comment

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Commits on Feb 6, 2025

• Added an exception

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• Fixed mypy/pylint warnings

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• Fixed mypy/pylint warnings

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• Fixed mypy/pylint warnings

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• Fixed mypy/pylint warnings

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• Fixed mypy/pylint warnings

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• Fixed mypy/pylint warnings

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• Fixed mypy/pylint warnings

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• Fixed mypy/pylint warnings

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Commits on Feb 12, 2025

• Add a TODO

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• Added actual amount parameter to _create_per_wallet_input_data_from_transaction_descriptors()

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• Added new test from Github conversation (see #135 (comment))

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• Adjusted type hint to be friendly to Python < 3.10

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• Fixed Pylint warnings

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