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(feature) Tax report disclaimer #831

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merged 134 commits into from
Jul 15, 2024
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88059de
Extend tax report sections constants
alexstotsky Mar 25, 2024
5d0a2fa
Add transactions section url getter
alexstotsky Mar 25, 2024
4443a08
Add tax transactions key/description
alexstotsky Mar 25, 2024
1aa82a4
Implement transactions tab routing
alexstotsky Mar 25, 2024
6b01f38
[wip]Tax transactions report
alexstotsky Mar 25, 2024
017f9f4
Update tax_transactions component
alexstotsky Mar 25, 2024
9556706
Add tax transactions to the main
alexstotsky Mar 25, 2024
e99d693
Cleanup
alexstotsky Mar 25, 2024
be2d29e
Actualize components naming
alexstotsky Mar 25, 2024
34d88a2
Add tax transacrions columns descriptions
alexstotsky Mar 25, 2024
5fdab16
Add transactions constants
alexstotsky Mar 25, 2024
ee1b556
Add tax transactions initial state
alexstotsky Mar 25, 2024
2fe9bd2
Implement tax transactions actions
alexstotsky Mar 25, 2024
d042a70
Add getReqTaxTransactions handler
alexstotsky Mar 25, 2024
6d1f0bb
Fix params providing
alexstotsky Mar 25, 2024
4d8c5e0
Implement fetchTransactions saga
alexstotsky Mar 25, 2024
5a43b23
lint fixes
alexstotsky Mar 25, 2024
6a687ed
Update tax reducers handling cases
alexstotsky Mar 25, 2024
42dd81c
Actualize tax report selectors
alexstotsky Mar 25, 2024
aeebb3e
Add getTransactionsData selector
alexstotsky Mar 25, 2024
ede9775
Actualize transactions mapped methods and props
alexstotsky Mar 25, 2024
b5a576c
Add refersh transactions handling
alexstotsky Mar 25, 2024
fc61a70
Fix refresh transactions handling
alexstotsky Mar 25, 2024
dbb71c6
Update locales
alexstotsky Mar 25, 2024
afd53bb
Container cleanup
alexstotsky Mar 25, 2024
cfe2800
Implement tax transaction cols config getters
alexstotsky Mar 25, 2024
d22d44c
Fix rows rendering, actualize prop-types
alexstotsky Mar 25, 2024
0387c65
Cleanup
alexstotsky Mar 25, 2024
50202b7
Fix transactions preloading state handling
alexstotsky Mar 26, 2024
4f343ab
Fix duplicated fetch on refresh
alexstotsky Apr 1, 2024
47ff4ce
Set columns default widths
alexstotsky Apr 9, 2024
49fbca9
Add tax strategy initial entry
alexstotsky Apr 9, 2024
38e8ea3
Implement getTransactionsStrategy selector
alexstotsky Apr 9, 2024
49b5808
Implement strategy handling flow in the fetchTransactions saga
alexstotsky Apr 9, 2024
bc6a900
Fix transactins reducer cases handling
alexstotsky Apr 9, 2024
54a2770
[wip]Tax strategy selector
alexstotsky Apr 9, 2024
a1d5f58
Add selector to the tax transactions report
alexstotsky Apr 9, 2024
72500cd
Actualize keys & descriptions
alexstotsky Apr 9, 2024
a7d3aeb
Update tax report constants
alexstotsky Apr 9, 2024
ef32539
Implement setTransactionsStrategy actions
alexstotsky Apr 9, 2024
dd4c2ea
Enhance export type selector
alexstotsky Apr 9, 2024
3f38dcf
Improve tarnsacactions reducers flow
alexstotsky Apr 9, 2024
38f0eea
Actualize tax sagas handling cases
alexstotsky Apr 9, 2024
ba39ea5
Actualize amounts colors
alexstotsky Apr 29, 2024
76b13a4
Adjust amount/fractions fonts
alexstotsky Apr 29, 2024
715ea1f
Add test transactions result
alexstotsky May 1, 2024
78251ce
Update locales
alexstotsky May 1, 2024
2938aa4
Actualize asset column config
alexstotsky May 1, 2024
8cbf5e1
Add trasactions cols wdith defaults
alexstotsky May 1, 2024
fcae467
Implement cols widths persisting for new tax report
alexstotsky May 2, 2024
e2310c0
Update mapped props
alexstotsky May 2, 2024
e523e70
Fix menu type, actualize props and types
alexstotsky May 2, 2024
cd0d967
Remove outdated tax reports
alexstotsky May 2, 2024
6b76836
Constants cleanup
alexstotsky May 2, 2024
d35e334
Actualize tax report actions
alexstotsky May 2, 2024
9c00a56
Update tax reducers handling cases
alexstotsky May 2, 2024
bb1e2a7
Actualize tax report selectors
alexstotsky May 2, 2024
0934a58
Fix styles import
alexstotsky May 2, 2024
856dcab
Actualize tax report sagas
alexstotsky May 2, 2024
bb2c1f3
Cleanup
alexstotsky May 2, 2024
6c50021
Lint fix
alexstotsky May 2, 2024
63c187d
Tax report keys/descriptions cleanup
alexstotsky May 2, 2024
e5c83bb
Main imports claenup
alexstotsky May 2, 2024
989a9f2
Unused method cleanup
alexstotsky May 2, 2024
d8938b0
Fix strategy selector naming
alexstotsky May 2, 2024
2a4f57c
Extract selector items, update export
alexstotsky May 2, 2024
87eea96
Update ws constants
alexstotsky May 2, 2024
4ac89c5
Implement handleTaxTrxReportGenerationCompleted ws saga
alexstotsky May 2, 2024
152bef1
[wip]Making tax trx report in the background
alexstotsky May 2, 2024
c5065b2
Disable refresh btn during tax report loading
alexstotsky May 2, 2024
b98d8e4
Update handleTaxTrxReportGenerationCompleted payload handling
alexstotsky May 2, 2024
439b97d
Update tax reports constants
alexstotsky May 2, 2024
49542d5
Move handleTaxTrxReportGenerationCompleted saga to the corresponding …
alexstotsky May 2, 2024
509b0fe
Cleanup
alexstotsky May 2, 2024
cdd82ab
Remove unused action import
alexstotsky May 2, 2024
36e178a
Lint fix
alexstotsky May 3, 2024
67c6ef2
Revert "Cleanup"
alexstotsky May 3, 2024
0bc4cd4
Update tax report sagas
alexstotsky May 3, 2024
f164f09
Fix tax trx initial requests order
alexstotsky May 6, 2024
c47cefb
Add trx strategy constants
alexstotsky May 6, 2024
24ef322
Update inital state entries
alexstotsky May 6, 2024
9790579
Add getTransactionsStrategy selector default
alexstotsky May 6, 2024
9ec8cf5
Unify strategy items values
alexstotsky May 6, 2024
a9ab208
Implement handleTaxTrxReportGenerationCompleted saga err handling
alexstotsky May 7, 2024
7858c8d
Lint fix
alexstotsky May 7, 2024
609a32d
Clean fetchTaxReport saga
alexstotsky May 7, 2024
73ba1d6
Actualize tax report
alexstotsky May 7, 2024
e661df8
Update exports
alexstotsky May 7, 2024
07a6d20
Cleanup
alexstotsky May 7, 2024
aaca228
Update tax report container
alexstotsky May 7, 2024
e8e445e
Provide transaction strategy handling for query sagas
alexstotsky May 7, 2024
7fe8c33
Actualize tax report exporting method
alexstotsky May 7, 2024
514dfc7
Redundant tax reports params providing cleanup
alexstotsky May 7, 2024
1702cb8
Enhance currencies formatting
alexstotsky May 8, 2024
92bf688
Adjust ccy columns copyied values formatting
alexstotsky May 8, 2024
568ab45
Optimize tax report column configuration
alexstotsky May 14, 2024
d9f2b9e
Fix section class name
alexstotsky May 14, 2024
b9391ba
Cleanup
alexstotsky May 14, 2024
914ea18
Cols getter optimization
alexstotsky May 14, 2024
60e2044
Rework and optimize tax report
alexstotsky May 15, 2024
916f150
Optimize sagas flow
alexstotsky May 15, 2024
f82e30b
Minor cleanup
alexstotsky May 15, 2024
76b52b8
Rework and improve report handling flow
alexstotsky May 15, 2024
5fcb45f
Actualize tax report entries handling
alexstotsky May 15, 2024
4d44153
Lint fix
alexstotsky May 15, 2024
3e554a4
Redundant code cleanup
alexstotsky May 15, 2024
0dc802b
Update export
alexstotsky May 15, 2024
953e4cb
Actualize tax reducers handling cases
alexstotsky May 15, 2024
13a84ae
Memoize columns generation flow
alexstotsky May 15, 2024
6fb0e0a
Optimize tax report refreshing flow
alexstotsky May 15, 2024
f262d82
Optimize sagas flow
alexstotsky May 15, 2024
c572b74
Actualize actions, constants and reducer cases
alexstotsky May 15, 2024
18d1153
Optimize tax report methods
alexstotsky May 15, 2024
e64d803
Cleanup
alexstotsky May 15, 2024
692ef9b
Lint fix
alexstotsky May 15, 2024
33c389e
Update columns configs
alexstotsky May 21, 2024
403795a
Improve initial fetching flow
alexstotsky Jun 24, 2024
8a3f89f
Add diclaimer note keys/descriptions
alexstotsky Jun 28, 2024
9d67765
[wip]Tax report disclaimer
alexstotsky Jun 28, 2024
774dc15
Update tax report constants
alexstotsky Jun 28, 2024
5e12967
Implement setShowDisclaimer action
alexstotsky Jun 28, 2024
b770596
Add disclaimer hadnling case and update initial state
alexstotsky Jun 28, 2024
426c775
Imlement getTransactionsShowDisclaimer selector
alexstotsky Jun 28, 2024
a1400ae
Add disclaimer to the tax report section
alexstotsky Jun 28, 2024
5fd596c
Fix disclaimer status handling on refreshing
alexstotsky Jun 28, 2024
ef98454
Implement disclaimer msg optional rendering
alexstotsky Jun 28, 2024
edc95e1
Add tax report disclaimer styling
alexstotsky Jun 28, 2024
70d334c
Update imports
alexstotsky Jun 28, 2024
87565c8
Actualize disclaimer content and structure
alexstotsky Jun 28, 2024
b6c7f5b
Implement disclaimer dismiss flow
alexstotsky Jun 28, 2024
7d40c97
Adjust spacing
alexstotsky Jun 28, 2024
eb08c91
Lint fix
alexstotsky Jun 28, 2024
9b46a7d
Cleanup
alexstotsky Jul 1, 2024
870974f
Lint fix
alexstotsky Jul 2, 2024
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21 changes: 15 additions & 6 deletions public/locales/en/translations.json
Original file line number Diff line number Diff line change
Expand Up @@ -556,6 +556,7 @@
},
"selector": {
"select": "Select",
"strategy": "Strategy",
"all": "All",
"inactive": "Inactive",
"balance-precision": {
Expand Down Expand Up @@ -727,16 +728,24 @@
},
"taxreport": {
"title": "Tax Report",
"sections": {
"startSnapshot": "Start Snapshot",
"endSnapshot": "End Snapshot",
"finalResult": "Final Result"
},
"startingPeriodBalances": "Starting Period Balances",
"endingPeriodBalances": "Ending Period Balances",
"startPositions": "Starting Positions Snapshot",
"endPositions": "Ending Positions Snapshot",
"movements": "Movements"
"movements": "Movements",
"cols": {
"currency": "Currency",
"amount": "Amount",
"dateAcquired": "Date Acquired ",
"dateSold": "Date Sold",
"proceeds": "Proceeds",
"cost": "Cost",
"gainOrLoss": "Gain or Loss"
},
"disclaimer": {
"title": "Disclaimer",
"message": "The tax reports generated by this app are for informational purposes only. We do not guarantee accuracy or completeness. Always consult a qualified tax advisor to ensure compliance with current tax laws and personalized advice. Your reliance on the generated reports is at your own risk."
}
},
"theme": {
"light": "Light",
Expand Down
73 changes: 0 additions & 73 deletions src/components/TaxReport/Result/Balances.columns.js

This file was deleted.

35 changes: 0 additions & 35 deletions src/components/TaxReport/Result/Result.container.js

This file was deleted.

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