Automate transition: carried-over securities auto-appear in next phase, sale proceeds tracked as incoming capital with allocation status indicators

2026-07-08 20:20:20 +02:00
parent 837da980f2
commit a1e689167c
11 changed files with 172 additions and 31 deletions
@@ -19,6 +19,7 @@ const securitySchema = z.object({
  annualContribution: z.number(),
  ownerTag: z.enum(["PERSON_A", "PERSON_B", "HOUSEHOLD"]),
  saleTaxRate: z.number().min(0).max(100),
+  carriedBaseValue: z.number().default(0),
 });
 const realEstateSchema = z.object({
  name: z.string().min(1),