feat(reports): show per-project estimated tax and take-home

src/ttd/cli/_output.py

@@ -39,6 +39,8 @@ def table(*columns: str, title: str | None = None) -> Table:
         "set aside",
         "remitted",
         "balance",
+        "est. tax",
+        "take-home",
     )
     for col in columns:
         t.add_column(col, justify="right" if col.lower() in right_cols else "left")

src/ttd/cli/reports.py

@@ -12,6 +12,7 @@
 from ttd.core.errors import TtdError
 from ttd.core.money import format_hours
 from ttd.core.rollup import EntryFacts, amount, rollup_days, seconds_by_date
+from ttd.core.taxes import compute_set_aside
 from ttd.reporting import periods
 from ttd.reporting.render import day_series, hours_cell, money_cell, sparkline
 from ttd.services import entries as entry_svc
@@ -71,6 +72,8 @@ def _render(period: periods.Period, facts, rates, meta, by: str) -> None:
     days = period.days()
     total_seconds = sum(f.seconds for f in facts)
     total_amount = Decimal("0")
+    total_tax = Decimal("0")
+    set_aside_rate = settings.tax.set_aside_rate  # 0 hides the tax columns
     any_rate = False
 
     if by == "day":
@@ -82,6 +85,7 @@ def _render(period: periods.Period, facts, rates, meta, by: str) -> None:
             value = amount(billed, rates[cell.project_id])
             if value is not None:
                 total_amount += value
+                total_tax += compute_set_aside(value, set_aside_rate)
                 any_rate = True
             day_label = cell.work_date.strftime("%a %b %-d")
             t.add_row(
@@ -100,7 +104,10 @@ def _render(period: periods.Period, facts, rates, meta, by: str) -> None:
         groups: dict = {}
         for cell in cells:
             groups.setdefault(key_of(cell), []).append(cell)
-        t = table("Client" if by == "client" else "Project", "Days", "Hours", "Activity", "Amount")
+        headers = ["Client" if by == "client" else "Project", "Days", "Hours", "Activity", "Amount"]
+        if set_aside_rate > 0:
+            headers += ["Est. Tax", "Take-Home"]
+        t = table(*headers)
         for _, group in sorted(groups.items(), key=lambda kv: -sum(c.seconds for c in kv[1])):
             project, client = meta[group[0].project_id]
             label = client.slug if by == "client" else f"{client.slug}/{project.slug}"
@@ -113,23 +120,36 @@ def _render(period: periods.Period, facts, rates, meta, by: str) -> None:
                 if v is not None:
                     value += v
                     has_rate = True
+            tax = compute_set_aside(value, set_aside_rate)
             if has_rate:
                 total_amount += value
+                total_tax += tax
                 any_rate = True
             group_by_date = seconds_by_date([f for f in facts if key_of_fact(f, by, meta) == label])
-            t.add_row(
+            row = [
                 label,
                 str(len({c.work_date for c in group})),
                 hours_cell(seconds, billable),
                 sparkline(day_series(group_by_date, days)) if len(days) > 1 else "",
                 money_cell(value if has_rate else None, client.currency),
-            )
+            ]
+            if set_aside_rate > 0:
+                row += [
+                    money_cell(tax if has_rate else None, client.currency),
+                    money_cell(value - tax if has_rate else None, client.currency),
+                ]
+            t.add_row(*row)
         console.print(t)
 
     summary = f"Total: [bold]{format_hours(total_seconds)}[/bold]"
     if any_rate:
         currency = next(iter(meta.values()))[1].currency
         summary += f"  ·  [bold]{money_cell(total_amount, currency)}[/bold] billable value"
+        if set_aside_rate > 0:
+            summary += (
+                f"  ·  [bold]{money_cell(total_tax, currency)}[/bold] est. tax"
+                f"  ·  [bold]{money_cell(total_amount - total_tax, currency)}[/bold] take-home"
+            )
     console.print(summary)
 
 

src/ttd/tui/screens/reports.py

@@ -12,6 +12,7 @@
 from ttd.config.loader import get_settings
 from ttd.core.money import format_hours, format_money
 from ttd.core.rollup import EntryFacts, amount, rollup_days
+from ttd.core.taxes import compute_set_aside
 from ttd.reporting import periods
 from ttd.services import entries as entry_svc
 from ttd.services import projects as project_svc
@@ -60,8 +61,7 @@ def compose_content(self) -> ComposeResult:
             yield Label("", id="report-total", classes="muted")
 
     def setup(self) -> None:
-        table = self.query_one("#report-table", DataTable)
-        table.add_columns("project", "days", "hours", "activity", "value")
+        self._table_columns: tuple[str, ...] = ()
 
     def _period(self) -> periods.Period:
         today = date.today()
@@ -101,7 +101,17 @@ async def render_data(self) -> None:
         for cell in cells:
             groups.setdefault(cell.project_id, []).append(cell)
 
+        # The set-aside rate is config, reloaded each render — rebuild the
+        # column set when it crosses zero (0 disables the tax columns).
+        set_aside_rate = settings.tax.set_aside_rate
+        columns = ("project", "days", "hours", "activity", "value")
+        if set_aside_rate > 0:
+            columns += ("est. tax", "take-home")
         table = self.query_one("#report-table", DataTable)
+        if columns != self._table_columns:
+            table.clear(columns=True)
+            table.add_columns(*columns)
+            self._table_columns = columns
         table.clear()
         days = period.days()
         day_totals: dict[date, int] = {}
@@ -110,6 +120,7 @@ async def render_data(self) -> None:
         self.query_one("#report-chart", ReportChart).update_data(days, day_totals)
         total_seconds = sum(f.seconds for f in facts)
         total_value = Decimal("0")
+        total_tax = Decimal("0")
         any_rate = False
         for project_id, group in sorted(
             groups.items(), key=lambda kv: -sum(c.seconds for c in kv[1])
@@ -125,20 +136,37 @@ async def render_data(self) -> None:
                 if v is not None:
                     value += v
                     has_rate = True
-            if has_rate:
-                total_value += value
-                any_rate = True
-            table.add_row(
+            tax = compute_set_aside(value, set_aside_rate)
+            row = [
                 labels[project_id],
                 str(len({c.work_date for c in group})),
                 format_hours(seconds),
                 _heat_strip([by_date.get(d, 0) for d in days]),
                 format_money(value, currencies[project_id]) if has_rate else "—",
-            )
+            ]
+            if set_aside_rate > 0:
+                row += (
+                    [
+                        format_money(tax, currencies[project_id]),
+                        format_money(value - tax, currencies[project_id]),
+                    ]
+                    if has_rate
+                    else ["—", "—"]
+                )
+            if has_rate:
+                total_value += value
+                total_tax += tax
+                any_rate = True
+            table.add_row(*row)
         self.query_one("#report-title", Label).update(f"{period.label}")
         total = f"total {format_hours(total_seconds)}"
         if any_rate:
             total += f" · {format_money(total_value, 'USD')} billable"
+            if set_aside_rate > 0:
+                total += (
+                    f" · {format_money(total_tax, 'USD')} est. tax"
+                    f" · {format_money(total_value - total_tax, 'USD')} take-home"
+                )
         self.query_one("#report-total", Label).update(
             f"{total}   [dim]w/m switch period · \\[ ] older/newer[/dim]"
         )

tests/test_cli/test_report_cli.py

@@ -35,6 +35,36 @@ def test_report_week_by_client(isolated_config):
     assert "acme" in result.output
 
 
+def test_report_tax_columns_with_rate(isolated_config):
+    _seed()
+    runner.invoke(app, ["config", "set", "tax.set_aside_rate", "0.32"])
+    result = runner.invoke(app, ["report", "week"])
+    assert result.exit_code == 0, result.output
+    assert "Est. Tax" in result.output
+    assert "192.00" in result.output  # 32% of $600
+    assert "408.00" in result.output  # take-home
+    assert "est. tax" in result.output  # totals line
+    assert "take-home" in result.output
+
+
+def test_report_tax_summary_in_day_view(isolated_config):
+    _seed()
+    runner.invoke(app, ["config", "set", "tax.set_aside_rate", "0.32"])
+    result = runner.invoke(app, ["report", "day"])
+    assert result.exit_code == 0, result.output
+    assert "Est. Tax" not in result.output  # day view keeps per-row columns lean
+    assert "est. tax" in result.output
+    assert "take-home" in result.output
+
+
+def test_report_hides_tax_columns_without_rate(isolated_config):
+    _seed()
+    result = runner.invoke(app, ["report", "week"])
+    assert result.exit_code == 0, result.output
+    assert "Est. Tax" not in result.output
+    assert "take-home" not in result.output
+
+
 def test_report_month_empty(isolated_config):
     runner.invoke(app, ["client", "add", "Acme"])
     result = runner.invoke(app, ["report", "month", "--last"])

tests/test_tui/test_app.py

@@ -177,6 +177,26 @@ async def test_reports_screen_modes(seeded_app):
         )
 
 
+async def test_reports_screen_tax_columns(seeded_app, monkeypatch):
+    monkeypatch.setenv("TTD_TAX__SET_ASIDE_RATE", "0.32")
+    async with seeded_app.run_test(size=(140, 40)) as pilot:
+        await pilot.press("4")
+        await pilot.pause()
+        screen = seeded_app.screen
+        table = screen.query_one("#report-table")
+        labels = [str(col.label) for col in table.columns.values()]
+        assert labels[-2:] == ["est. tax", "take-home"]
+        total = str(screen.query_one("#report-total").content)
+        assert "est. tax" in total
+        assert "take-home" in total
+        # rate cleared mid-session → columns drop on the next render
+        monkeypatch.delenv("TTD_TAX__SET_ASIDE_RATE")
+        await pilot.press("r")
+        await pilot.pause()
+        labels = [str(col.label) for col in table.columns.values()]
+        assert labels == ["project", "days", "hours", "activity", "value"]
+
+
 async def test_invoices_screen_create_flow(seeded_app):
     async with seeded_app.run_test(size=(120, 40)) as pilot:
         await pilot.press("5")