DrCr/src/plugins/austax/CGTAssetsView.vue

151 lines
6.0 KiB
Vue

<!--
DrCr: 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>
<h1 class="page-heading">
CGT assets
</h1>
<table class="min-w-full">
<thead>
<tr>
<th></th>
<th></th>
<th></th>
<th class="py-0.5 px-1 text-gray-900 font-semibold text-start border-l border-gray-300" colspan="2">Acquisition</th>
<th class="py-0.5 px-1 text-gray-900 font-semibold text-start border-l border-gray-300" colspan="2">Adjustment</th>
<th class="print:hidden"></th>
<th class="py-0.5 px-1 text-gray-900 font-semibold text-start border-l border-gray-300" colspan="2">Disposal</th>
<th class="border-l border-gray-300"></th>
</tr>
<tr>
<th class="py-0.5 text-gray-900 font-semibold text-start">Account</th>
<th class="py-0.5 text-gray-900 font-semibold text-start">Asset</th>
<th class="py-0.5 px-1 text-gray-900 font-semibold text-end">Units</th>
<th class="py-0.5 px-1 text-gray-900 font-semibold text-start border-l border-gray-300">Date</th>
<th class="py-0.5 px-1 text-gray-900 font-semibold text-end">Value</th>
<th class="py-0.5 px-1 text-gray-900 font-semibold text-end border-l border-gray-300">b/f&nbsp;</th>
<th class="py-0.5 px-1 text-gray-900 font-semibold text-end">{{ eofyDate?.format('YYYY') }}</th>
<th class="print:hidden"></th>
<th class="py-0.5 px-1 text-gray-900 font-semibold text-start border-l border-gray-300">Date</th>
<th class="py-0.5 px-1 text-gray-900 font-semibold text-end">Value</th>
<th class="py-0.5 pl-1 text-gray-900 font-semibold text-end border-l border-gray-300">Gain&nbsp;</th>
</tr>
</thead>
<tbody>
<tr v-for="asset of cgtAssets" class="border-t border-gray-300">
<td class="py-0.5 pr-1 text-gray-900">
<RouterLink :to="{ name: 'transactions', params: { account: asset.account } }" class="hover:text-blue-700 hover:underline">{{ asset.account }}</RouterLink>
</td>
<td class="py-0.5 px-1 text-gray-900">{{ cgtAssetCommodityName(asset.commodity) }}</td>
<td class="py-0.5 px-1 text-gray-900 text-end">{{ pp(asset.quantity) }}</td>
<td class="py-0.5 px-1 text-gray-900 border-l border-gray-300">{{ dayjs(asset.acquisition_dt).format('YYYY-MM-DD') }}</td>
<td class="py-0.5 px-1 text-gray-900 text-end">{{ pp(asCost(asset.quantity, asset.commodity)) }}</td>
<td class="py-0.5 px-1 text-gray-900 text-end border-l border-gray-300" v-html="costAdjustmentBroughtForward(asset)"></td>
<td class="py-0.5 px-1 text-gray-900 text-end" v-html="costAdjustmentCurrentPeriod(asset)"></td>
<td class="py-0.5 px-1 text-gray-900 text-center print:hidden">
<!--<a href="#" class="text-gray-500 hover:text-gray-700">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" class="w-4 h-4">
<path stroke-linecap="round" stroke-linejoin="round" d="M12 4.5v15m7.5-7.5h-15" />
</svg>
</a>-->
</td>
<td class="py-0.5 px-1 text-gray-900 border-l border-gray-300">{{ asset.disposal_dt !== null ? dayjs(asset.disposal_dt).format('YYYY-MM-DD') : '' }}</td>
<td class="py-0.5 px-1 text-gray-900 text-end">{{ asset.disposal_value !== null ? pp(asset.disposal_value) : '' }}</td>
<td class="py-0.5 pl-1 text-gray-900 text-end border-l border-gray-300" v-html="cgtAssetGain(asset)"></td>
</tr>
</tbody>
</table>
</template>
<script setup lang="ts">
import dayjs from 'dayjs';
import { ref } from 'vue';
import { asCost } from '../../amounts.ts';
import { CGTAsset, cgtAssetCommodityName, getCGTAssets } from './cgt.ts';
import { db } from '../../db.ts';
import { pp, ppBracketed } from '../../display.ts';
const cgtAssets = ref([] as CGTAsset[]);
const eofyDate = ref(null as dayjs.Dayjs | null);
async function load() {
// Load CGT assets
const session = await db.load();
cgtAssets.value = await getCGTAssets(session);
eofyDate.value = dayjs(db.metadata.eofy_date);
}
load();
function costAdjustmentBroughtForward(asset: CGTAsset): string {
const thisEofyDate = eofyDate.value!;
const lastEofyDate = thisEofyDate.set('year', thisEofyDate.year() - 1);
let total = 0;
for (const costAdjustment of asset.cost_adjustments) {
if (!dayjs(costAdjustment.dt).isAfter(lastEofyDate)) {
total += costAdjustment.cost_adjustment;
}
}
if (total !== 0) {
// TODO: Link to CGT adjustments page
return ppBracketed(total);
} else {
return '';
}
}
function costAdjustmentCurrentPeriod(asset: CGTAsset): string {
const thisEofyDate = eofyDate.value!;
const lastEofyDate = thisEofyDate.set('year', thisEofyDate.year() - 1);
let total = 0;
for (const costAdjustment of asset.cost_adjustments) {
if (dayjs(costAdjustment.dt).isAfter(lastEofyDate) && !dayjs(costAdjustment.dt).isAfter(thisEofyDate)) {
total += costAdjustment.cost_adjustment;
}
}
if (total !== 0) {
// TODO: Link to CGT adjustments page
return ppBracketed(total);
} else {
return '';
}
}
function cgtAssetGain(asset: CGTAsset): string {
if (asset.disposal_dt === null) {
return '';
}
// Get total cost adjustments
let totalCostAdjustment = 0;
for (const costAdjustment of asset.cost_adjustments) {
totalCostAdjustment += costAdjustment.cost_adjustment;
}
const netGain = asset.disposal_value! - (asCost(asset.quantity, asset.commodity) + totalCostAdjustment);
return ppBracketed(netGain);
}
</script>