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
@@ -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,