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

src/lib/queries.ts

@@ -49,6 +49,7 @@ export function toPlanInput(plan: PlanWithRelations): PlanInput {
       durationYears: phase.durationYears,
       inflationRate: phase.inflationRate,
       incomeMode: phase.incomeMode,
+      incomingCapital: phase.incomingCapital,
       incomeEntries: phase.incomeEntries.map((e) => ({
         id: e.id,
         personId: e.personId,
@@ -68,6 +69,7 @@ export function toPlanInput(plan: PlanWithRelations): PlanInput {
         annualContribution: s.annualContribution,
         ownerTag: s.ownerTag,
         saleTaxRate: s.saleTaxRate,
+        carriedBaseValue: s.carriedBaseValue,
       })),
       realEstates: phase.realEstates.map((re) => ({
         id: re.id,

src/lib/types.ts

@@ -45,6 +45,9 @@ export interface SecurityInput {
   annualContribution: number;
   ownerTag: OwnerTag;
   saleTaxRate: number;
+  // Baseline-Wert bei automatischer Uebernahme aus der Vorphase (0 bei manuell angelegten
+  // Wertschriften). Siehe PhaseInput.incomingCapital fuer den Kontext.
+  carriedBaseValue: number;
 }
 
 export interface RealEstateInput {
@@ -81,6 +84,9 @@ export interface PhaseInput {
   durationYears: number;
   inflationRate: number | null;
   incomeMode: IncomeMode;
+  // Aus Verkaeufen im Uebergang aus der Vorphase verfuegbares Startkapital (automatisch
+  // gesetzt beim Speichern des Uebergangs der Vorphase).
+  incomingCapital: number;
   incomeEntries: IncomeEntryInput[];
   expenseEntries: ExpenseEntryInput[];
   securities: SecurityInput[];