Basic income tax estimation

libdrcr/src/austax/mod.rs

@@ -0,0 +1,823 @@
+/*
+	DrCr: Web-based double-entry bookkeeping framework
+	Copyright (C) 2022-2025  Lee Yingtong Li (RunasSudo)
+
+	This program is free software: you can redistribute it and/or modify
+	it under the terms of the GNU Affero General Public License as published by
+	the Free Software Foundation, either version 3 of the License, or
+	(at your option) any later version.
+
+	This program is distributed in the hope that it will be useful,
+	but WITHOUT ANY WARRANTY; without even the implied warranty of
+	MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+	GNU Affero General Public License for more details.
+
+	You should have received a copy of the GNU Affero General Public License
+	along with this program.  If not, see <https://www.gnu.org/licenses/>.
+*/
+
+//! Implements Australian individual income tax calculations
+
+// TODO: Ideally this would be separated into its own plugin
+
+use std::collections::HashMap;
+use std::fmt::Display;
+
+use async_trait::async_trait;
+use tokio::sync::RwLock;
+
+use crate::account_config::kinds_for_account;
+use crate::model::transaction::{Posting, Transaction, TransactionWithPostings};
+use crate::reporting::calculator::ReportingGraphDependencies;
+use crate::reporting::dynamic_report::{
+	entries_for_kind, CalculatableDynamicReport, CalculatableDynamicReportEntry,
+	CalculatableSection, CalculatedRow, DynamicReport, LiteralRow,
+};
+use crate::reporting::executor::ReportingExecutionError;
+use crate::reporting::steps::AllTransactionsExceptEarningsToEquityBalances;
+use crate::reporting::types::{
+	BalancesBetween, DateStartDateEndArgs, ReportingContext, ReportingProductId,
+	ReportingProductKind, ReportingProducts, ReportingStep, ReportingStepArgs, ReportingStepId,
+	Transactions, VoidArgs,
+};
+use crate::util::sofy_from_eofy;
+use crate::{QuantityInt, INCOME_TAX, INCOME_TAX_CONTROL};
+
+// Constants and tax calculations
+fn get_grossedup_rfb(taxable_value: QuantityInt) -> QuantityInt {
+	// FIXME: May vary from year to year
+	((taxable_value as f64) * 2.0802) as QuantityInt
+}
+
+fn get_base_income_tax(net_taxable: QuantityInt) -> QuantityInt {
+	// FIXME: May vary from year to year
+	if net_taxable <= 18200_00 {
+		0
+	} else if net_taxable <= 45000_00 {
+		(0.16 * (net_taxable - 18200_00) as f64) as QuantityInt
+	} else if net_taxable <= 135000_00 {
+		4288_00 + (0.30 * (net_taxable - 45000_00) as f64) as QuantityInt
+	} else if net_taxable <= 190000_00 {
+		31288_00 + (0.37 * (net_taxable - 135000_00) as f64) as QuantityInt
+	} else {
+		51638_00 + (0.45 * (net_taxable - 190000_00) as f64) as QuantityInt
+	}
+}
+
+// fn get_medicare_levy(net_taxable: QuantityInt) -> QuantityInt {
+// 	todo!()
+// }
+
+// fn get_medicare_levy_surcharge(
+// 	net_taxable: QuantityInt,
+// 	rfb_grossedup: QuantityInt,
+// ) -> QuantityInt {
+// 	todo!()
+// }
+
+/// Call [ReportingContext::register_lookup_fn] for all steps provided by this module
+pub fn register_lookup_fns(context: &mut ReportingContext) {
+	CalculateIncomeTax::register_lookup_fn(context);
+}
+
+/// Calculates income tax
+///
+/// [Transactions] product represents income tax charge for the year.
+/// [DynamicReport] product represents the tax summary report.
+#[derive(Debug)]
+pub struct CalculateIncomeTax {}
+
+impl CalculateIncomeTax {
+	fn register_lookup_fn(context: &mut ReportingContext) {
+		context.register_lookup_fn(
+			"CalculateIncomeTax",
+			&[ReportingProductKind::Transactions],
+			Self::takes_args,
+			Self::from_args,
+		);
+	}
+
+	fn takes_args(args: &Box<dyn ReportingStepArgs>) -> bool {
+		args.is::<VoidArgs>()
+	}
+
+	fn from_args(_args: Box<dyn ReportingStepArgs>) -> Box<dyn ReportingStep> {
+		Box::new(CalculateIncomeTax {})
+	}
+}
+
+impl Display for CalculateIncomeTax {
+	fn fmt(&self, f: &mut std::fmt::Formatter<'_>) -> std::fmt::Result {
+		f.write_fmt(format_args!("{}", self.id()))
+	}
+}
+
+#[async_trait]
+impl ReportingStep for CalculateIncomeTax {
+	fn id(&self) -> ReportingStepId {
+		ReportingStepId {
+			name: "CalculateIncomeTax",
+			product_kinds: &[
+				ReportingProductKind::DynamicReport,
+				ReportingProductKind::Transactions,
+			],
+			args: Box::new(VoidArgs {}),
+		}
+	}
+
+	fn requires(&self, context: &ReportingContext) -> Vec<ReportingProductId> {
+		// CalculateIncomeTax depends on CombineOrdinaryTransactions
+		vec![ReportingProductId {
+			name: "CombineOrdinaryTransactions",
+			kind: ReportingProductKind::BalancesBetween,
+			args: Box::new(DateStartDateEndArgs {
+				date_start: sofy_from_eofy(context.eofy_date),
+				date_end: context.eofy_date.clone(),
+			}),
+		}]
+	}
+
+	fn after_init_graph(
+		&self,
+		steps: &Vec<Box<dyn ReportingStep>>,
+		dependencies: &mut ReportingGraphDependencies,
+		_context: &ReportingContext,
+	) {
+		for other in steps {
+			if let Some(other) =
+				other.downcast_ref::<AllTransactionsExceptEarningsToEquityBalances>()
+			{
+				// AllTransactionsExceptEarningsToEquity depends on CalculateIncomeTax
+				dependencies.add_dependency(
+					other.id(),
+					ReportingProductId {
+						name: self.id().name,
+						kind: other.product_kinds[0],
+						args: if other.product_kinds[0] == ReportingProductKind::Transactions {
+							Box::new(VoidArgs {})
+						} else {
+							other.id().args
+						},
+					},
+				);
+			}
+		}
+	}
+
+	async fn execute(
+		&self,
+		context: &ReportingContext,
+		_steps: &Vec<Box<dyn ReportingStep>>,
+		_dependencies: &ReportingGraphDependencies,
+		products: &RwLock<ReportingProducts>,
+	) -> Result<ReportingProducts, ReportingExecutionError> {
+		let products = products.read().await;
+
+		// Get balances for current year
+		let balances = &products
+			.get_or_err(&ReportingProductId {
+				name: "CombineOrdinaryTransactions",
+				kind: ReportingProductKind::BalancesBetween,
+				args: Box::new(DateStartDateEndArgs {
+					date_start: sofy_from_eofy(context.eofy_date),
+					date_end: context.eofy_date.clone(),
+				}),
+			})?
+			.downcast_ref::<BalancesBetween>()
+			.unwrap()
+			.balances;
+
+		// Get taxable income and deduction accounts
+		let kinds_for_account =
+			kinds_for_account(context.db_connection.get_account_configurations().await);
+
+		// Pre-compute taxable value of reportable fringe benefits (required for MLS)
+		let rfb_taxable = balances
+			.iter()
+			.filter(|(acc, _)| {
+				kinds_for_account
+					.get(*acc)
+					.map(|kinds| kinds.iter().any(|k| k == "austax.rfb"))
+					.unwrap_or(false)
+			})
+			.map(|(_, bal)| *bal)
+			.sum();
+
+		// Generate tax summary report
+		let report = CalculatableDynamicReport::new(
+			"Tax summary".to_string(),
+			vec!["$".to_string()],
+			vec![
+				CalculatableDynamicReportEntry::CalculatableSection(CalculatableSection::new(
+					"Salary or wages (1)".to_string(),
+					Some("income1".to_string()),
+					true,
+					true,
+					{
+						let mut entries = entries_for_kind_floor(
+							"austax.income1",
+							true,
+							&vec![balances],
+							&kinds_for_account,
+							100,
+						);
+						entries.push(CalculatableDynamicReportEntry::CalculatedRow(
+							CalculatedRow {
+								calculate_fn: |report| LiteralRow {
+									text: "Total item 1".to_string(),
+									quantity: report.subtotal_for_id("income1").unwrap(),
+									id: Some("total_income1".to_string()),
+									visible: true,
+									auto_hide: true,
+									link: None,
+									heading: true,
+									bordered: true,
+								},
+							},
+						));
+						// Add spacer as child of the Section so it is hidden if the Section is hidden
+						entries.push(CalculatableDynamicReportEntry::Spacer);
+						entries
+					},
+				)),
+				CalculatableDynamicReportEntry::CalculatableSection(CalculatableSection::new(
+					"Australian Government allowances and payments (5)".to_string(),
+					Some("income5".to_string()),
+					true,
+					true,
+					{
+						let mut entries = entries_for_kind(
+							"austax.income5",
+							true,
+							&vec![balances],
+							&kinds_for_account,
+						);
+						entries.push(CalculatableDynamicReportEntry::CalculatedRow(
+							CalculatedRow {
+								calculate_fn: |report| LiteralRow {
+									text: "Total item 5".to_string(),
+									quantity: floor_quantity(
+										report.subtotal_for_id("income5").unwrap(),
+										100,
+									),
+									id: Some("total_income5".to_string()),
+									visible: true,
+									auto_hide: true,
+									link: None,
+									heading: true,
+									bordered: true,
+								},
+							},
+						));
+						entries.push(CalculatableDynamicReportEntry::Spacer);
+						entries
+					},
+				)),
+				CalculatableDynamicReportEntry::CalculatableSection(CalculatableSection::new(
+					"Gross interest (10)".to_string(),
+					Some("income10".to_string()),
+					true,
+					true,
+					{
+						let mut entries = entries_for_kind(
+							"austax.income10",
+							true,
+							&vec![balances],
+							&kinds_for_account,
+						);
+						entries.push(CalculatableDynamicReportEntry::CalculatedRow(
+							CalculatedRow {
+								calculate_fn: |report| LiteralRow {
+									text: "Total item 10".to_string(),
+									quantity: floor_quantity(
+										report.subtotal_for_id("income10").unwrap(),
+										100,
+									),
+									id: Some("total_income10".to_string()),
+									visible: true,
+									auto_hide: true,
+									link: None,
+									heading: true,
+									bordered: true,
+								},
+							},
+						));
+						entries.push(CalculatableDynamicReportEntry::Spacer);
+						entries
+					},
+				)),
+				CalculatableDynamicReportEntry::CalculatableSection(CalculatableSection::new(
+					"Partnerships and trusts (13)".to_string(),
+					Some("income13".to_string()),
+					true,
+					true,
+					{
+						let mut entries = entries_for_kind(
+							"austax.income13",
+							true,
+							&vec![balances],
+							&kinds_for_account,
+						);
+						entries.push(CalculatableDynamicReportEntry::CalculatedRow(
+							CalculatedRow {
+								calculate_fn: |report| LiteralRow {
+									text: "Total item 13".to_string(),
+									quantity: floor_quantity(
+										report.subtotal_for_id("income13").unwrap(),
+										100,
+									),
+									id: Some("total_income13".to_string()),
+									visible: true,
+									auto_hide: true,
+									link: None,
+									heading: true,
+									bordered: true,
+								},
+							},
+						));
+						entries.push(CalculatableDynamicReportEntry::Spacer);
+						entries
+					},
+				)),
+				CalculatableDynamicReportEntry::CalculatableSection(CalculatableSection::new(
+					"Foreign source income and foreign assets or property (20)".to_string(),
+					Some("income20".to_string()),
+					true,
+					true,
+					{
+						let mut entries = entries_for_kind(
+							"austax.income20",
+							true,
+							&vec![balances],
+							&kinds_for_account,
+						);
+						entries.push(CalculatableDynamicReportEntry::CalculatedRow(
+							CalculatedRow {
+								calculate_fn: |report| LiteralRow {
+									text: "Total item 20".to_string(),
+									quantity: floor_quantity(
+										report.subtotal_for_id("income20").unwrap(),
+										100,
+									),
+									id: Some("total_income20".to_string()),
+									visible: true,
+									auto_hide: true,
+									link: None,
+									heading: true,
+									bordered: true,
+								},
+							},
+						));
+						entries.push(CalculatableDynamicReportEntry::Spacer);
+						entries
+					},
+				)),
+				CalculatableDynamicReportEntry::CalculatableSection(CalculatableSection::new(
+					"Other income (24)".to_string(),
+					Some("income24".to_string()),
+					true,
+					true,
+					{
+						let mut entries = entries_for_kind(
+							"austax.income24",
+							true,
+							&vec![balances],
+							&kinds_for_account,
+						);
+						entries.push(CalculatableDynamicReportEntry::CalculatedRow(
+							CalculatedRow {
+								calculate_fn: |report| LiteralRow {
+									text: "Total item 24".to_string(),
+									quantity: floor_quantity(
+										report.subtotal_for_id("income24").unwrap(),
+										100,
+									),
+									id: Some("total_income24".to_string()),
+									visible: true,
+									auto_hide: true,
+									link: None,
+									heading: true,
+									bordered: true,
+								},
+							},
+						));
+						entries.push(CalculatableDynamicReportEntry::Spacer);
+						entries
+					},
+				)),
+				CalculatableDynamicReportEntry::CalculatedRow(CalculatedRow {
+					calculate_fn: |report| LiteralRow {
+						text: "Total assessable income".to_string(),
+						quantity: vec![
+							report
+								.quantity_for_id("total_income1")
+								.map(|v| v[0])
+								.unwrap_or(0) + report
+								.quantity_for_id("total_income5")
+								.map(|v| v[0])
+								.unwrap_or(0) + report
+								.quantity_for_id("total_income10")
+								.map(|v| v[0])
+								.unwrap_or(0) + report
+								.quantity_for_id("total_income13")
+								.map(|v| v[0])
+								.unwrap_or(0) + report
+								.quantity_for_id("total_income20")
+								.map(|v| v[0])
+								.unwrap_or(0) + report
+								.quantity_for_id("total_income24")
+								.map(|v| v[0])
+								.unwrap_or(0),
+						],
+						id: Some("total_income".to_string()),
+						visible: true,
+						auto_hide: false,
+						link: None,
+						heading: true,
+						bordered: true,
+					},
+				}),
+				CalculatableDynamicReportEntry::Spacer,
+				CalculatableDynamicReportEntry::CalculatableSection(CalculatableSection::new(
+					"Work-related travel expenses (D2)".to_string(),
+					Some("d2".to_string()),
+					true,
+					true,
+					{
+						let mut entries = entries_for_kind(
+							"austax.d2",
+							false,
+							&vec![balances],
+							&kinds_for_account,
+						);
+						entries.push(CalculatableDynamicReportEntry::CalculatedRow(
+							CalculatedRow {
+								calculate_fn: |report| LiteralRow {
+									text: "Total item D2".to_string(),
+									quantity: floor_quantity(
+										report.subtotal_for_id("d2").unwrap(),
+										100,
+									),
+									id: Some("total_d2".to_string()),
+									visible: true,
+									auto_hide: true,
+									link: None,
+									heading: true,
+									bordered: true,
+								},
+							},
+						));
+						entries.push(CalculatableDynamicReportEntry::Spacer);
+						entries
+					},
+				)),
+				CalculatableDynamicReportEntry::CalculatableSection(CalculatableSection::new(
+					"Work-related self-education expenses (D4)".to_string(),
+					Some("d4".to_string()),
+					true,
+					true,
+					{
+						let mut entries = entries_for_kind(
+							"austax.d4",
+							false,
+							&vec![balances],
+							&kinds_for_account,
+						);
+						entries.push(CalculatableDynamicReportEntry::CalculatedRow(
+							CalculatedRow {
+								calculate_fn: |report| LiteralRow {
+									text: "Total item D4".to_string(),
+									quantity: floor_quantity(
+										report.subtotal_for_id("d4").unwrap(),
+										100,
+									),
+									id: Some("total_d4".to_string()),
+									visible: true,
+									auto_hide: true,
+									link: None,
+									heading: true,
+									bordered: true,
+								},
+							},
+						));
+						entries.push(CalculatableDynamicReportEntry::Spacer);
+						entries
+					},
+				)),
+				CalculatableDynamicReportEntry::CalculatableSection(CalculatableSection::new(
+					"Other work-related expenses (D5)".to_string(),
+					Some("d5".to_string()),
+					true,
+					true,
+					{
+						let mut entries = entries_for_kind(
+							"austax.d5",
+							false,
+							&vec![balances],
+							&kinds_for_account,
+						);
+						entries.push(CalculatableDynamicReportEntry::CalculatedRow(
+							CalculatedRow {
+								calculate_fn: |report| LiteralRow {
+									text: "Total item D5".to_string(),
+									quantity: floor_quantity(
+										report.subtotal_for_id("d5").unwrap(),
+										100,
+									),
+									id: Some("total_d5".to_string()),
+									visible: true,
+									auto_hide: true,
+									link: None,
+									heading: true,
+									bordered: true,
+								},
+							},
+						));
+						entries.push(CalculatableDynamicReportEntry::Spacer);
+						entries
+					},
+				)),
+				CalculatableDynamicReportEntry::CalculatableSection(CalculatableSection::new(
+					"Gifts or donations (D9)".to_string(),
+					Some("d9".to_string()),
+					true,
+					true,
+					{
+						let mut entries = entries_for_kind(
+							"austax.d9",
+							false,
+							&vec![balances],
+							&kinds_for_account,
+						);
+						entries.push(CalculatableDynamicReportEntry::CalculatedRow(
+							CalculatedRow {
+								calculate_fn: |report| LiteralRow {
+									text: "Total item D9".to_string(),
+									quantity: floor_quantity(
+										report.subtotal_for_id("d9").unwrap(),
+										100,
+									),
+									id: Some("total_d9".to_string()),
+									visible: true,
+									auto_hide: true,
+									link: None,
+									heading: true,
+									bordered: true,
+								},
+							},
+						));
+						entries.push(CalculatableDynamicReportEntry::Spacer);
+						entries
+					},
+				)),
+				CalculatableDynamicReportEntry::CalculatableSection(CalculatableSection::new(
+					"Other deductions (D15)".to_string(),
+					Some("d15".to_string()),
+					true,
+					true,
+					{
+						let mut entries = entries_for_kind(
+							"austax.d15",
+							false,
+							&vec![balances],
+							&kinds_for_account,
+						);
+						entries.push(CalculatableDynamicReportEntry::CalculatedRow(
+							CalculatedRow {
+								calculate_fn: |report| LiteralRow {
+									text: "Total item D15".to_string(),
+									quantity: floor_quantity(
+										report.subtotal_for_id("d15").unwrap(),
+										100,
+									),
+									id: Some("total_d15".to_string()),
+									visible: true,
+									auto_hide: true,
+									link: None,
+									heading: true,
+									bordered: true,
+								},
+							},
+						));
+						entries.push(CalculatableDynamicReportEntry::Spacer);
+						entries
+					},
+				)),
+				CalculatableDynamicReportEntry::CalculatedRow(CalculatedRow {
+					calculate_fn: |report| LiteralRow {
+						text: "Total deductions".to_string(),
+						quantity: vec![
+							report
+								.quantity_for_id("total_d2")
+								.map(|v| v[0])
+								.unwrap_or(0) + report
+								.quantity_for_id("total_d4")
+								.map(|v| v[0])
+								.unwrap_or(0) + report
+								.quantity_for_id("total_d5")
+								.map(|v| v[0])
+								.unwrap_or(0) + report
+								.quantity_for_id("total_d9")
+								.map(|v| v[0])
+								.unwrap_or(0) + report
+								.quantity_for_id("total_d15")
+								.map(|v| v[0])
+								.unwrap_or(0),
+						],
+						id: Some("total_deductions".to_string()),
+						visible: true,
+						auto_hide: false,
+						link: None,
+						heading: true,
+						bordered: true,
+					},
+				}),
+				CalculatableDynamicReportEntry::Spacer,
+				CalculatableDynamicReportEntry::CalculatedRow(CalculatedRow {
+					calculate_fn: |report| LiteralRow {
+						text: "Net taxable income".to_string(),
+						quantity: vec![
+							report.quantity_for_id("total_income").unwrap()[0]
+								- report.quantity_for_id("total_deductions").unwrap()[0],
+						],
+						id: Some("net_taxable".to_string()),
+						visible: true,
+						auto_hide: false,
+						link: None,
+						heading: true,
+						bordered: true,
+					},
+				}),
+				// Precompute RFB amount as this is required for MLS
+				CalculatableDynamicReportEntry::LiteralRow(LiteralRow {
+					text: "Taxable value of reportable fringe benefits".to_string(),
+					quantity: vec![rfb_taxable],
+					id: Some("rfb_taxable".to_string()),
+					visible: false,
+					auto_hide: false,
+					link: None,
+					heading: false,
+					bordered: false,
+				}),
+				CalculatableDynamicReportEntry::CalculatedRow(CalculatedRow {
+					calculate_fn: |report| LiteralRow {
+						text: "Grossed-up value".to_string(),
+						quantity: vec![get_grossedup_rfb(
+							report.quantity_for_id("rfb_taxable").unwrap()[0],
+						)],
+						id: Some("rfb_grossedup".to_string()),
+						visible: false,
+						auto_hide: false,
+						link: None,
+						heading: false,
+						bordered: false,
+					},
+				}),
+				CalculatableDynamicReportEntry::Spacer,
+				CalculatableDynamicReportEntry::CalculatedRow(CalculatedRow {
+					calculate_fn: |report| LiteralRow {
+						text: "Base income tax".to_string(),
+						quantity: vec![get_base_income_tax(
+							report.quantity_for_id("net_taxable").unwrap()[0],
+						)],
+						id: Some("tax_base".to_string()),
+						visible: true,
+						auto_hide: false,
+						link: None,
+						heading: false,
+						bordered: false,
+					},
+				}),
+				// CalculatableDynamicReportEntry::CalculatedRow(CalculatedRow {
+				// 	calculate_fn: |report| LiteralRow {
+				// 		text: "Medicare levy".to_string(),
+				// 		quantity: vec![get_medicare_levy(
+				// 			report.quantity_for_id("net_taxable").unwrap()[0],
+				// 		)],
+				// 		id: Some("tax_ml".to_string()),
+				// 		visible: true,
+				// 		auto_hide: true,
+				// 		link: None,
+				// 		heading: false,
+				// 		bordered: false,
+				// 	},
+				// }),
+				// CalculatableDynamicReportEntry::CalculatedRow(CalculatedRow {
+				// 	calculate_fn: |report| LiteralRow {
+				// 		text: "Medicare levy".to_string(),
+				// 		quantity: vec![get_medicare_levy_surcharge(
+				// 			report.quantity_for_id("net_taxable").unwrap()[0],
+				// 			report.quantity_for_id("rfb_grossedup").unwrap()[0],
+				// 		)],
+				// 		id: Some("tax_mls".to_string()),
+				// 		visible: true,
+				// 		auto_hide: true,
+				// 		link: None,
+				// 		heading: false,
+				// 		bordered: false,
+				// 	},
+				// }),
+				CalculatableDynamicReportEntry::CalculatedRow(CalculatedRow {
+					calculate_fn: |report| LiteralRow {
+						text: "Total income tax".to_string(),
+						quantity: vec![
+							report.quantity_for_id("tax_base").unwrap()[0], // + report.quantity_for_id("tax_ml").map(|v| v[0]).unwrap_or(0)
+							                                                // + report.quantity_for_id("tax_mls").map(|v| v[0]).unwrap_or(0),
+						],
+						id: Some("total_tax".to_string()),
+						visible: true,
+						auto_hide: false,
+						link: None,
+						heading: true,
+						bordered: true,
+					},
+				}),
+			],
+		);
+
+		let mut report: DynamicReport = report.calculate();
+		report.auto_hide();
+
+		let total_tax = report.quantity_for_id("total_tax").unwrap()[0];
+
+		// Generate income tax transaction
+		let transactions = Transactions {
+			transactions: vec![TransactionWithPostings {
+				transaction: Transaction {
+					id: None,
+					dt: context
+						.db_connection
+						.metadata()
+						.eofy_date
+						.and_hms_opt(0, 0, 0)
+						.unwrap(),
+					description: "Estimated income tax".to_string(),
+				},
+				postings: vec![
+					Posting {
+						id: None,
+						transaction_id: None,
+						description: None,
+						account: INCOME_TAX.to_string(),
+						quantity: total_tax,
+						commodity: context.db_connection.metadata().reporting_commodity.clone(),
+						quantity_ascost: Some(total_tax),
+					},
+					Posting {
+						id: None,
+						transaction_id: None,
+						description: None,
+						account: INCOME_TAX_CONTROL.to_string(),
+						quantity: -total_tax,
+						commodity: context.db_connection.metadata().reporting_commodity.clone(),
+						quantity_ascost: Some(total_tax),
+					},
+				],
+			}],
+		};
+
+		// Store products
+		let mut result = ReportingProducts::new();
+		result.insert(
+			ReportingProductId {
+				name: self.id().name,
+				kind: ReportingProductKind::Transactions,
+				args: Box::new(VoidArgs {}),
+			},
+			Box::new(transactions),
+		);
+		result.insert(
+			ReportingProductId {
+				name: self.id().name,
+				kind: ReportingProductKind::DynamicReport,
+				args: Box::new(VoidArgs {}),
+			},
+			Box::new(report),
+		);
+		Ok(result)
+	}
+}
+
+/// Call [entries_for_kind] then round results down to next multiple of `floor`
+fn entries_for_kind_floor(
+	kind: &str,
+	invert: bool,
+	balances: &Vec<&HashMap<String, QuantityInt>>,
+	kinds_for_account: &HashMap<String, Vec<String>>,
+	floor: QuantityInt,
+) -> Vec<CalculatableDynamicReportEntry> {
+	let mut entries_for_kind = entries_for_kind(kind, invert, balances, kinds_for_account);
+	entries_for_kind.iter_mut().for_each(|e| match e {
+		CalculatableDynamicReportEntry::LiteralRow(row) => row
+			.quantity
+			.iter_mut()
+			.for_each(|v| *v = (*v / floor) * floor),
+		_ => unreachable!(),
+	});
+	entries_for_kind
+}
+
+fn floor_quantity(mut quantity: Vec<QuantityInt>, floor: QuantityInt) -> Vec<QuantityInt> {
+	quantity.iter_mut().for_each(|v| *v = (*v / floor) * floor);
+	quantity
+}

libdrcr/src/lib.rs

@@ -1,4 +1,5 @@
 pub mod account_config;
+pub mod austax;
 pub mod db;
 pub mod model;
 pub mod reporting;
@@ -11,4 +12,6 @@ pub type QuantityInt = i64;
 // Magic strings
 // TODO: Make this configurable
 pub const CURRENT_YEAR_EARNINGS: &'static str = "Current Year Earnings";
+pub const INCOME_TAX: &'static str = "Income Tax";
+pub const INCOME_TAX_CONTROL: &'static str = "Income Tax Control";
 pub const RETAINED_EARNINGS: &'static str = "Retained Earnings";

libdrcr/src/main.rs

@@ -20,11 +20,9 @@ use std::sync::Arc;
 
 use chrono::NaiveDate;
 use libdrcr::db::DbConnection;
-use libdrcr::reporting::builders::register_dynamic_builders;
 use libdrcr::reporting::calculator::{steps_as_graphviz, steps_for_targets};
 use libdrcr::reporting::dynamic_report::DynamicReport;
 use libdrcr::reporting::generate_report;
-use libdrcr::reporting::steps::register_lookup_fns;
 use libdrcr::reporting::types::{
 	DateArgs, DateStartDateEndArgs, MultipleDateArgs, MultipleDateStartDateEndArgs,
 	ReportingContext, ReportingProductId, ReportingProductKind, VoidArgs,
@@ -43,8 +41,9 @@ async fn main() {
 		NaiveDate::from_ymd_opt(2025, 6, 30).unwrap(),
 		"$".to_string(),
 	);
-	register_lookup_fns(&mut context);
-	register_dynamic_builders(&mut context);
+	libdrcr::reporting::steps::register_lookup_fns(&mut context);
+	libdrcr::reporting::builders::register_dynamic_builders(&mut context);
+	libdrcr::austax::register_lookup_fns(&mut context);
 
 	let context = Arc::new(context);
 
@@ -65,7 +64,7 @@ async fn main() {
 		// },
 		ReportingProductId {
 			name: "BalanceSheet",
-			kind: ReportingProductKind::Generic,
+			kind: ReportingProductKind::DynamicReport,
 			args: Box::new(MultipleDateArgs {
 				dates: vec![DateArgs {
 					date: NaiveDate::from_ymd_opt(YEAR, 6, 30).unwrap(),
@@ -74,7 +73,7 @@ async fn main() {
 		},
 		ReportingProductId {
 			name: "IncomeStatement",
-			kind: ReportingProductKind::Generic,
+			kind: ReportingProductKind::DynamicReport,
 			args: Box::new(MultipleDateStartDateEndArgs {
 				dates: vec![DateStartDateEndArgs {
 					date_start: NaiveDate::from_ymd_opt(YEAR - 1, 7, 1).unwrap(),
@@ -109,6 +108,18 @@ async fn main() {
 	let products = generate_report(targets, Arc::clone(&context))
 		.await
 		.unwrap();
+
+	let result = products
+		.get_or_err(&ReportingProductId {
+			name: "CalculateIncomeTax",
+			kind: ReportingProductKind::DynamicReport,
+			args: Box::new(VoidArgs {}),
+		})
+		.unwrap();
+
+	println!("Tax summary:");
+	println!("{:?}", result);
+
 	let result = products
 		.get_or_err(&ReportingProductId {
 			name: "AllTransactionsExceptEarningsToEquity",
@@ -133,7 +144,7 @@ async fn main() {
 		},
 		ReportingProductId {
 			name: "BalanceSheet",
-			kind: ReportingProductKind::Generic,
+			kind: ReportingProductKind::DynamicReport,
 			args: Box::new(MultipleDateArgs {
 				dates: vec![DateArgs {
 					date: NaiveDate::from_ymd_opt(YEAR, 6, 30).unwrap(),
@@ -148,7 +159,7 @@ async fn main() {
 	let result = products
 		.get_or_err(&ReportingProductId {
 			name: "BalanceSheet",
-			kind: ReportingProductKind::Generic,
+			kind: ReportingProductKind::DynamicReport,
 			args: Box::new(MultipleDateArgs {
 				dates: vec![DateArgs {
 					date: NaiveDate::from_ymd_opt(YEAR, 6, 30).unwrap(),
@@ -173,7 +184,7 @@ async fn main() {
 		},
 		ReportingProductId {
 			name: "TrialBalance",
-			kind: ReportingProductKind::Generic,
+			kind: ReportingProductKind::DynamicReport,
 			args: Box::new(DateArgs {
 				date: NaiveDate::from_ymd_opt(YEAR, 6, 30).unwrap(),
 			}),
@@ -186,7 +197,7 @@ async fn main() {
 	let result = products
 		.get_or_err(&ReportingProductId {
 			name: "TrialBalance",
-			kind: ReportingProductKind::Generic,
+			kind: ReportingProductKind::DynamicReport,
 			args: Box::new(DateArgs {
 				date: NaiveDate::from_ymd_opt(YEAR, 6, 30).unwrap(),
 			}),

libdrcr/src/reporting/dynamic_report.rs

@@ -155,22 +155,28 @@ impl CalculatableDynamicReport {
 	}
 
 	/// Calculate the subtotals for the [Section] with the given id
-	pub fn subtotal_for_id(&self, id: &str) -> Vec<QuantityInt> {
-		let entry = self.by_id(id).expect("Invalid id");
-		if let CalculatableDynamicReportEntry::CalculatableSection(section) = entry {
-			section.subtotal(&self)
+	pub fn subtotal_for_id(&self, id: &str) -> Option<Vec<QuantityInt>> {
+		if let Some(entry) = self.by_id(id) {
+			if let CalculatableDynamicReportEntry::CalculatableSection(section) = entry {
+				Some(section.subtotal(&self))
+			} else {
+				panic!("Called subtotal_for_id on non-Section");
+			}
 		} else {
-			panic!("Called subtotal_for_id on non-Section");
+			None
 		}
 	}
 
 	// Return the quantities for the [LiteralRow] with the given id
-	pub fn quantity_for_id(&self, id: &str) -> Vec<QuantityInt> {
-		let entry = self.by_id(id).expect("Invalid id");
-		if let CalculatableDynamicReportEntry::LiteralRow(row) = entry {
-			row.quantity
+	pub fn quantity_for_id(&self, id: &str) -> Option<Vec<QuantityInt>> {
+		if let Some(entry) = self.by_id(id) {
+			if let CalculatableDynamicReportEntry::LiteralRow(row) = entry {
+				Some(row.quantity)
+			} else {
+				panic!("Called quantity_for_id on non-LiteralRow");
+			}
 		} else {
-			panic!("Called quantity_for_id on non-LiteralRow");
+			None
 		}
 	}
 }
@@ -218,6 +224,59 @@ impl DynamicReport {
 	pub fn to_json(&self) -> String {
 		serde_json::to_string(self).unwrap()
 	}
+
+	/// Look up [DynamicReportEntry] by id
+	///
+	/// Returns a cloned copy of the [DynamicReportEntry]. This is necessary because the entry may be within a [Section], and [RefCell] semantics cannot express this type of nested borrow.
+	pub fn by_id(&self, id: &str) -> Option<DynamicReportEntry> {
+		// Manually iterate over self.entries rather than self.entries()
+		// To catch the situation where entry is already mutably borrowed
+		for entry in self.entries.iter() {
+			match entry {
+				DynamicReportEntry::Section(section) => {
+					if let Some(i) = &section.id {
+						if i == id {
+							return Some(entry.clone());
+						}
+					}
+					if let Some(e) = section.by_id(id) {
+						return Some(match e {
+							DynamicReportEntry::Section(section) => {
+								DynamicReportEntry::Section(section.clone())
+							}
+							DynamicReportEntry::LiteralRow(row) => {
+								DynamicReportEntry::LiteralRow(row.clone())
+							}
+							DynamicReportEntry::Spacer => DynamicReportEntry::Spacer,
+						});
+					}
+				}
+				DynamicReportEntry::LiteralRow(row) => {
+					if let Some(i) = &row.id {
+						if i == id {
+							return Some(entry.clone());
+						}
+					}
+				}
+				DynamicReportEntry::Spacer => (),
+			}
+		}
+
+		None
+	}
+
+	// Return the quantities for the [LiteralRow] with the given id
+	pub fn quantity_for_id(&self, id: &str) -> Option<Vec<QuantityInt>> {
+		if let Some(entry) = self.by_id(id) {
+			if let DynamicReportEntry::LiteralRow(row) = entry {
+				Some(row.quantity)
+			} else {
+				panic!("Called quantity_for_id on non-LiteralRow");
+			}
+		} else {
+			None
+		}
+	}
 }
 
 impl ReportingProduct for DynamicReport {}
@@ -296,7 +355,9 @@ impl CalculatableSection {
 
 					calculated_entries.push(DynamicReportEntry::LiteralRow(updated_row));
 				}
-				CalculatableDynamicReportEntry::Spacer => (),
+				CalculatableDynamicReportEntry::Spacer => {
+					calculated_entries.push(DynamicReportEntry::Spacer);
+				}
 			}
 		}
 

libdrcr/src/reporting/steps.rs

@@ -51,7 +51,6 @@ pub fn register_lookup_fns(context: &mut ReportingContext) {
 	AllTransactionsExceptEarningsToEquityBalances::register_lookup_fn(context);
 	AllTransactionsIncludingEarningsToEquity::register_lookup_fn(context);
 	BalanceSheet::register_lookup_fn(context);
-	CalculateIncomeTax::register_lookup_fn(context);
 	CombineOrdinaryTransactions::register_lookup_fn(context);
 	CombineOrdinaryTransactionsBalances::register_lookup_fn(context);
 	CurrentYearEarningsToEquity::register_lookup_fn(context);
@@ -384,7 +383,7 @@ impl BalanceSheet {
 	fn register_lookup_fn(context: &mut ReportingContext) {
 		context.register_lookup_fn(
 			"BalanceSheet",
-			&[ReportingProductKind::Generic],
+			&[ReportingProductKind::DynamicReport],
 			Self::takes_args,
 			Self::from_args,
 		);
@@ -412,7 +411,7 @@ impl ReportingStep for BalanceSheet {
 	fn id(&self) -> ReportingStepId {
 		ReportingStepId {
 			name: "BalanceSheet",
-			product_kinds: &[ReportingProductKind::Generic],
+			product_kinds: &[ReportingProductKind::DynamicReport],
 			args: Box::new(self.args.clone()),
 		}
 	}
@@ -474,7 +473,7 @@ impl ReportingStep for BalanceSheet {
 							CalculatedRow {
 								calculate_fn: |report| LiteralRow {
 									text: "Total assets".to_string(),
-									quantity: report.subtotal_for_id("assets"),
+									quantity: report.subtotal_for_id("assets").unwrap(),
 									id: Some("total_assets".to_string()),
 									visible: true,
 									auto_hide: false,
@@ -500,7 +499,7 @@ impl ReportingStep for BalanceSheet {
 							CalculatedRow {
 								calculate_fn: |report| LiteralRow {
 									text: "Total liabilities".to_string(),
-									quantity: report.subtotal_for_id("liabilities"),
+									quantity: report.subtotal_for_id("liabilities").unwrap(),
 									id: Some("total_liabilities".to_string()),
 									visible: true,
 									auto_hide: false,
@@ -526,7 +525,7 @@ impl ReportingStep for BalanceSheet {
 							CalculatedRow {
 								calculate_fn: |report| LiteralRow {
 									text: "Total equity".to_string(),
-									quantity: report.subtotal_for_id("equity"),
+									quantity: report.subtotal_for_id("equity").unwrap(),
 									id: Some("total_equity".to_string()),
 									visible: true,
 									auto_hide: false,
@@ -550,7 +549,7 @@ impl ReportingStep for BalanceSheet {
 		result.insert(
 			ReportingProductId {
 				name: "BalanceSheet",
-				kind: ReportingProductKind::Generic,
+				kind: ReportingProductKind::DynamicReport,
 				args: Box::new(self.args.clone()),
 			},
 			Box::new(report),
@@ -559,110 +558,6 @@ impl ReportingStep for BalanceSheet {
 	}
 }
 
-/// Calculates income tax
-#[derive(Debug)]
-pub struct CalculateIncomeTax {}
-
-impl CalculateIncomeTax {
-	fn register_lookup_fn(context: &mut ReportingContext) {
-		context.register_lookup_fn(
-			"CalculateIncomeTax",
-			&[ReportingProductKind::Transactions],
-			Self::takes_args,
-			Self::from_args,
-		);
-	}
-
-	fn takes_args(args: &Box<dyn ReportingStepArgs>) -> bool {
-		args.is::<VoidArgs>()
-	}
-
-	fn from_args(_args: Box<dyn ReportingStepArgs>) -> Box<dyn ReportingStep> {
-		Box::new(CalculateIncomeTax {})
-	}
-}
-
-impl Display for CalculateIncomeTax {
-	fn fmt(&self, f: &mut std::fmt::Formatter<'_>) -> std::fmt::Result {
-		f.write_fmt(format_args!("{}", self.id()))
-	}
-}
-
-#[async_trait]
-impl ReportingStep for CalculateIncomeTax {
-	fn id(&self) -> ReportingStepId {
-		ReportingStepId {
-			name: "CalculateIncomeTax",
-			product_kinds: &[ReportingProductKind::Transactions],
-			args: Box::new(VoidArgs {}),
-		}
-	}
-
-	fn requires(&self, context: &ReportingContext) -> Vec<ReportingProductId> {
-		// CalculateIncomeTax depends on CombineOrdinaryTransactions
-		vec![ReportingProductId {
-			name: "CombineOrdinaryTransactions",
-			kind: ReportingProductKind::BalancesBetween,
-			args: Box::new(DateStartDateEndArgs {
-				date_start: sofy_from_eofy(context.eofy_date),
-				date_end: context.eofy_date.clone(),
-			}),
-		}]
-	}
-
-	fn after_init_graph(
-		&self,
-		steps: &Vec<Box<dyn ReportingStep>>,
-		dependencies: &mut ReportingGraphDependencies,
-		_context: &ReportingContext,
-	) {
-		for other in steps {
-			if let Some(other) =
-				other.downcast_ref::<AllTransactionsExceptEarningsToEquityBalances>()
-			{
-				// AllTransactionsExceptEarningsToEquity depends on CalculateIncomeTax
-				dependencies.add_dependency(
-					other.id(),
-					ReportingProductId {
-						name: self.id().name,
-						kind: other.product_kinds[0],
-						args: if other.product_kinds[0] == ReportingProductKind::Transactions {
-							Box::new(VoidArgs {})
-						} else {
-							other.id().args
-						},
-					},
-				);
-			}
-		}
-	}
-
-	async fn execute(
-		&self,
-		_context: &ReportingContext,
-		_steps: &Vec<Box<dyn ReportingStep>>,
-		_dependencies: &ReportingGraphDependencies,
-		_products: &RwLock<ReportingProducts>,
-	) -> Result<ReportingProducts, ReportingExecutionError> {
-		eprintln!("Stub: CalculateIncomeTax.execute");
-
-		let transactions = Transactions {
-			transactions: Vec::new(),
-		};
-
-		let mut result = ReportingProducts::new();
-		result.insert(
-			ReportingProductId {
-				name: self.id().name,
-				kind: ReportingProductKind::Transactions,
-				args: Box::new(VoidArgs {}),
-			},
-			Box::new(transactions),
-		);
-		Ok(result)
-	}
-}
-
 /// Combines all steps producing ordinary transactions (returns transaction list)
 ///
 /// By default, these are [DBTransactions] and [PostUnreconciledStatementLines].
@@ -1120,7 +1015,7 @@ impl IncomeStatement {
 	fn register_lookup_fn(context: &mut ReportingContext) {
 		context.register_lookup_fn(
 			"IncomeStatement",
-			&[ReportingProductKind::Generic],
+			&[ReportingProductKind::DynamicReport],
 			Self::takes_args,
 			Self::from_args,
 		);
@@ -1148,7 +1043,7 @@ impl ReportingStep for IncomeStatement {
 	fn id(&self) -> ReportingStepId {
 		ReportingStepId {
 			name: "IncomeStatement",
-			product_kinds: &[ReportingProductKind::Generic],
+			product_kinds: &[ReportingProductKind::DynamicReport],
 			args: Box::new(self.args.clone()),
 		}
 	}
@@ -1214,7 +1109,7 @@ impl ReportingStep for IncomeStatement {
 							CalculatedRow {
 								calculate_fn: |report| LiteralRow {
 									text: "Total income".to_string(),
-									quantity: report.subtotal_for_id("income"),
+									quantity: report.subtotal_for_id("income").unwrap(),
 									id: Some("total_income".to_string()),
 									visible: true,
 									auto_hide: false,
@@ -1240,7 +1135,7 @@ impl ReportingStep for IncomeStatement {
 							CalculatedRow {
 								calculate_fn: |report| LiteralRow {
 									text: "Total expenses".to_string(),
-									quantity: report.subtotal_for_id("expenses"),
+									quantity: report.subtotal_for_id("expenses").unwrap(),
 									id: Some("total_expenses".to_string()),
 									visible: true,
 									auto_hide: false,
@@ -1258,9 +1153,10 @@ impl ReportingStep for IncomeStatement {
 					calculate_fn: |report| LiteralRow {
 						text: "Net surplus (deficit)".to_string(),
 						quantity: report
-							.quantity_for_id("total_income") // Get total income row
+							.quantity_for_id("total_income")
+							.unwrap() // Get total income row
 							.iter()
-							.zip(report.quantity_for_id("total_expenses").iter()) // Zip with total expenses row
+							.zip(report.quantity_for_id("total_expenses").unwrap().iter()) // Zip with total expenses row
 							.map(|(i, e)| i - e) // Compute net surplus
 							.collect(),
 						id: Some("net_surplus".to_string()),
@@ -1282,7 +1178,7 @@ impl ReportingStep for IncomeStatement {
 		result.insert(
 			ReportingProductId {
 				name: "IncomeStatement",
-				kind: ReportingProductKind::Generic,
+				kind: ReportingProductKind::DynamicReport,
 				args: Box::new(self.args.clone()),
 			},
 			Box::new(report),
@@ -1546,7 +1442,7 @@ impl TrialBalance {
 	fn register_lookup_fn(context: &mut ReportingContext) {
 		context.register_lookup_fn(
 			"TrialBalance",
-			&[ReportingProductKind::Generic],
+			&[ReportingProductKind::DynamicReport],
 			Self::takes_args,
 			Self::from_args,
 		);
@@ -1574,7 +1470,7 @@ impl ReportingStep for TrialBalance {
 	fn id(&self) -> ReportingStepId {
 		ReportingStepId {
 			name: "TrialBalance",
-			product_kinds: &[ReportingProductKind::Generic],
+			product_kinds: &[ReportingProductKind::DynamicReport],
 			args: Box::new(self.args.clone()),
 		}
 	}
@@ -1677,7 +1573,7 @@ impl ReportingStep for TrialBalance {
 		result.insert(
 			ReportingProductId {
 				name: "TrialBalance",
-				kind: ReportingProductKind::Generic,
+				kind: ReportingProductKind::DynamicReport,
 				args: Box::new(self.args.clone()),
 			},
 			Box::new(report),

libdrcr/src/reporting/types.rs

@@ -152,12 +152,20 @@ impl Display for ReportingProductId {
 	}
 }
 
-/// Identifies a type of [ReportingProduct]
+/// Identifies a type of [Box]ed [ReportingProduct]
+///
+/// See [Box::downcast].
 #[derive(Clone, Copy, Debug, Eq, Hash, PartialEq)]
 pub enum ReportingProductKind {
+	/// The [Box]ed [ReportingProduct] is a [Transactions]
 	Transactions,
+	/// The [Box]ed [ReportingProduct] is a [BalancesAt]
 	BalancesAt,
+	/// The [Box]ed [ReportingProduct] is a [BalancesBetween]
 	BalancesBetween,
+	/// The [Box]ed [ReportingProduct] is a [DynamicReport]
+	DynamicReport,
+	/// Unused in libdrcr - available for plugin use
 	Generic,
 }
 

src-tauri/src/lib.rs

@@ -16,6 +16,7 @@
 	along with this program.  If not, see <https://www.gnu.org/licenses/>.
 */
 
+mod libdrcr_austax;
 mod libdrcr_bridge;
 mod sql;
 
@@ -90,6 +91,7 @@ pub fn run() {
 		.invoke_handler(tauri::generate_handler![
 			get_open_filename,
 			set_open_filename,
+			libdrcr_austax::get_tax_summary,
 			libdrcr_bridge::get_all_transactions_except_earnings_to_equity,
 			libdrcr_bridge::get_all_transactions_except_earnings_to_equity_for_account,
 			libdrcr_bridge::get_balance_sheet,

src-tauri/src/libdrcr_austax.rs

@@ -0,0 +1,41 @@
+/*
+	DrCr: Web-based double-entry bookkeeping framework
+	Copyright (C) 2022-2025  Lee Yingtong Li (RunasSudo)
+
+	This program is free software: you can redistribute it and/or modify
+	it under the terms of the GNU Affero General Public License as published by
+	the Free Software Foundation, either version 3 of the License, or
+	(at your option) any later version.
+
+	This program is distributed in the hope that it will be useful,
+	but WITHOUT ANY WARRANTY; without even the implied warranty of
+	MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+	GNU Affero General Public License for more details.
+
+	You should have received a copy of the GNU Affero General Public License
+	along with this program.  If not, see <https://www.gnu.org/licenses/>.
+*/
+
+use libdrcr::reporting::dynamic_report::DynamicReport;
+use libdrcr::reporting::types::{ReportingProductId, ReportingProductKind, VoidArgs};
+use tauri::State;
+use tokio::sync::Mutex;
+
+use crate::libdrcr_bridge::get_report;
+use crate::AppState;
+
+#[tauri::command]
+pub(crate) async fn get_tax_summary(state: State<'_, Mutex<AppState>>) -> Result<String, ()> {
+	Ok(get_report(
+		state,
+		&ReportingProductId {
+			name: "CalculateIncomeTax",
+			kind: ReportingProductKind::DynamicReport,
+			args: Box::new(VoidArgs {}),
+		},
+	)
+	.await
+	.downcast_ref::<DynamicReport>()
+	.unwrap()
+	.to_json())
+}

src-tauri/src/libdrcr_bridge.rs

@@ -22,10 +22,8 @@ use std::sync::Arc;
 use chrono::NaiveDate;
 use libdrcr::db::DbConnection;
 use libdrcr::model::assertions::BalanceAssertion;
-use libdrcr::reporting::builders::register_dynamic_builders;
 use libdrcr::reporting::dynamic_report::DynamicReport;
 use libdrcr::reporting::generate_report;
-use libdrcr::reporting::steps::register_lookup_fns;
 use libdrcr::reporting::types::{
 	BalancesAt, DateArgs, DateStartDateEndArgs, MultipleDateArgs, MultipleDateStartDateEndArgs,
 	ReportingContext, ReportingProduct, ReportingProductId, ReportingProductKind, Transactions,
@@ -37,7 +35,13 @@ use tokio::sync::Mutex;
 
 use crate::AppState;
 
-async fn get_report(
+fn prepare_reporting_context(context: &mut ReportingContext) {
+	libdrcr::austax::register_lookup_fns(context);
+	libdrcr::reporting::steps::register_lookup_fns(context);
+	libdrcr::reporting::builders::register_dynamic_builders(context);
+}
+
+pub(crate) async fn get_report(
 	state: State<'_, Mutex<AppState>>,
 	target: &ReportingProductId,
 ) -> Box<dyn ReportingProduct> {
@@ -51,11 +55,11 @@ async fn get_report(
 	// Initialise ReportingContext
 	let eofy_date = db_connection.metadata().eofy_date;
 	let mut context = ReportingContext::new(db_connection, eofy_date, "$".to_string());
-	register_lookup_fns(&mut context);
-	register_dynamic_builders(&mut context);
+	prepare_reporting_context(&mut context);
 
 	// Get dynamic report
 	let targets = vec![
+		// FIXME: Make this configurable
 		ReportingProductId {
 			name: "CalculateIncomeTax",
 			kind: ReportingProductKind::Transactions,
@@ -136,7 +140,7 @@ pub(crate) async fn get_balance_sheet(
 		state,
 		&ReportingProductId {
 			name: "BalanceSheet",
-			kind: ReportingProductKind::Generic,
+			kind: ReportingProductKind::DynamicReport,
 			args: Box::new(MultipleDateArgs {
 				dates: date_args.clone(),
 			}),
@@ -165,7 +169,7 @@ pub(crate) async fn get_income_statement(
 		state,
 		&ReportingProductId {
 			name: "IncomeStatement",
-			kind: ReportingProductKind::Generic,
+			kind: ReportingProductKind::DynamicReport,
 			args: Box::new(MultipleDateStartDateEndArgs {
 				dates: date_args.clone(),
 			}),
@@ -188,7 +192,7 @@ pub(crate) async fn get_trial_balance(
 		state,
 		&ReportingProductId {
 			name: "TrialBalance",
-			kind: ReportingProductKind::Generic,
+			kind: ReportingProductKind::DynamicReport,
 			args: Box::new(DateArgs { date }),
 		},
 	)
@@ -230,8 +234,7 @@ pub(crate) async fn get_validated_balance_assertions(
 	// Initialise ReportingContext
 	let eofy_date = db_connection.metadata().eofy_date;
 	let mut context = ReportingContext::new(db_connection, eofy_date, "$".to_string());
-	register_lookup_fns(&mut context);
-	register_dynamic_builders(&mut context);
+	prepare_reporting_context(&mut context);
 
 	// Get report targets
 	let mut targets = vec![ReportingProductId {

src/austax/TaxSummaryReport.vue

@@ -0,0 +1,36 @@
+<!--
+	DrCr: Web-based double-entry bookkeeping framework
+	Copyright (C) 2022-2025  Lee Yingtong Li (RunasSudo)
+	
+	This program is free software: you can redistribute it and/or modify
+	it under the terms of the GNU Affero General Public License as published by
+	the Free Software Foundation, either version 3 of the License, or
+	(at your option) any later version.
+	
+	This program is distributed in the hope that it will be useful,
+	but WITHOUT ANY WARRANTY; without even the implied warranty of
+	MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+	GNU Affero General Public License for more details.
+	
+	You should have received a copy of the GNU Affero General Public License
+	along with this program.  If not, see <https://www.gnu.org/licenses/>.
+-->
+
+<template>
+	<DynamicReportComponent :report="report" />
+</template>
+
+<script setup lang="ts">
+	import { invoke } from '@tauri-apps/api/core';
+	import { ref } from 'vue';
+	
+	import DynamicReportComponent from '../components/DynamicReportComponent.vue';
+	import { DynamicReport } from '../reports/base.ts';
+	
+	const report = ref(null as DynamicReport | null);
+	
+	async function load() {
+		report.value = JSON.parse(await invoke('get_tax_summary'));
+	}
+	load();
+</script>

src/components/DynamicReportEntryComponent.vue

@@ -19,21 +19,25 @@
 
 <template>
 	<template v-if="literalRow">
-		<tr :class="literalRow.bordered ? 'border-y border-gray-300' : null">
-			<component :is="literalRow.heading ? 'th' : 'td'" class="py-0.5 pr-1 text-gray-900 text-start" :class="{ 'font-semibold': literalRow.heading }">
-				<a :href="literalRow.link as string" class="hover:text-blue-700 hover:underline" v-if="literalRow.link !== null">{{ literalRow.text }}</a>
-				<template v-if="literalRow.link === null">{{ literalRow.text }}</template>
-			</component>
-			<component :is="literalRow.heading ? 'th' : 'td'" class="py-0.5 pl-1 text-gray-900 text-end" :class="{ 'font-semibold': literalRow.heading }" v-html="(cell !== 0 || literalRow.heading) ? ppBracketed(cell, literalRow.link ?? undefined) : ''" v-for="cell of literalRow.quantity">
-			</component>
-		</tr>
+		<template v-if="literalRow.visible">
+			<tr :class="literalRow.bordered ? 'border-y border-gray-300' : null">
+				<component :is="literalRow.heading ? 'th' : 'td'" class="py-0.5 pr-1 text-gray-900 text-start" :class="{ 'font-semibold': literalRow.heading }">
+					<a :href="literalRow.link as string" class="hover:text-blue-700 hover:underline" v-if="literalRow.link !== null">{{ literalRow.text }}</a>
+					<template v-if="literalRow.link === null">{{ literalRow.text }}</template>
+				</component>
+				<component :is="literalRow.heading ? 'th' : 'td'" class="py-0.5 pl-1 text-gray-900 text-end" :class="{ 'font-semibold': literalRow.heading }" v-html="(cell !== 0 || literalRow.heading) ? ppBracketed(cell, literalRow.link ?? undefined) : ''" v-for="cell of literalRow.quantity">
+				</component>
+			</tr>
+		</template>
 	</template>
 	<template v-if="section">
-		<tr v-if="section.text !== null">
-			<th class="py-0.5 pr-1 text-gray-900 font-semibold text-start">{{ section.text }}</th>
-			<th></th><!-- FIXME: Have correct colspan -->
-		</tr>
-		<DynamicReportEntryComponent :entry="child" v-for="child of section.entries" />
+		<template v-if="section.visible">
+			<tr v-if="section.text !== null">
+				<th class="py-0.5 pr-1 text-gray-900 font-semibold text-start">{{ section.text }}</th>
+				<th></th><!-- FIXME: Have correct colspan -->
+			</tr>
+			<DynamicReportEntryComponent :entry="child" v-for="child of section.entries" />
+		</template>
 	</template>
 	<template v-if="entry == 'Spacer'">
 		<tr><td colspan="2" class="py-0.5">&nbsp;</td></tr><!-- FIXME: Have correct colspan -->

src/main.ts

@@ -44,6 +44,7 @@ async function initApp() {
 		{ path: '/statement-lines/import', name: 'import-statement', component: () => import('./pages/ImportStatementView.vue') },
 		{ path: '/transactions/:account', name: 'transactions', component: () => import('./pages/TransactionsView.vue') },
 		{ path: '/trial-balance', name: 'trial-balance', component: () => import('./reports/TrialBalanceReport.vue') },
+		{ path: '/austax/tax-summary', name: 'tax-summary', component: () => import('./austax/TaxSummaryReport.vue') },
 	];
 	const router = createRouter({
 		history: createWebHistory(),

src/pages/HomeView.vue

@@ -1,6 +1,6 @@
 <!--
 	DrCr: Web-based double-entry bookkeeping framework
-	Copyright (C) 2022–2024  Lee Yingtong Li (RunasSudo)
+	Copyright (C) 2022-2025  Lee Yingtong Li (RunasSudo)
 	
 	This program is free software: you can redistribute it and/or modify
 	it under the terms of the GNU Affero General Public License as published by
@@ -40,7 +40,8 @@
 		<div class="pl-4">
 			<h2 class="font-medium text-gray-700 mb-2">Advanced reports</h2>
 			<ul class="list-disc ml-6">
-				<!-- TODO: Plugin reports -->
+				<!-- TODO: Generate this list dynamically -->
+				<li><RouterLink :to="{ name: 'tax-summary' }" class="text-gray-900 hover:text-blue-700 hover:underline">Tax summary</RouterLink></li>
 			</ul>
 		</div>
 	</div>