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
@@ -55,6 +55,7 @@ export async function POST(
          durationYears: phase.durationYears,
          inflationRate: phase.inflationRate,
          incomeMode: phase.incomeMode,
+          incomingCapital: phase.incomingCapital,
          incomeEntries: {
            create: phase.incomeEntries.map((e) => ({
              personId: e.personId,
@@ -73,6 +74,7 @@ export async function POST(
              annualContribution: s.annualContribution,
              ownerTag: s.ownerTag,
              saleTaxRate: s.saleTaxRate,
+              carriedBaseValue: s.carriedBaseValue,
            })),
          },
          realEstates: {