Skip to content

feat(invoices): show per-invoice tax set-aside and take-home estimates#9

Merged
0x054 merged 3 commits into
mainfrom
cursor/invoice-tax-estimate-columns
Jun 18, 2026
Merged

feat(invoices): show per-invoice tax set-aside and take-home estimates#9
0x054 merged 3 commits into
mainfrom
cursor/invoice-tax-estimate-columns

Conversation

@0x054

@0x054 0x054 commented Jun 17, 2026

Copy link
Copy Markdown
Contributor

Summary

  • Add estimate_invoice() in the tax service: paid invoices use frozen set-aside snapshots; unpaid invoices preview at the configured rate; void and 0% rates yield no estimate.
  • Surface Est. Tax / Take-Home in ttd invoice list and take-home in ttd invoice show when a tax rate is configured.
  • Mirror the same columns and detail summary in the TUI invoices screen; unpaid previews render muted/dim.

Test plan

  • uv run pytest tests/test_taxes/test_tax_service.py tests/test_cli/test_invoice_cli.py tests/test_tui/test_app.py
  • just check
  • With tax.set_aside_rate set: ttd invoice list shows est. tax and take-home; ttd invoice show includes take-home
  • With rate unset or 0: list omits tax columns
  • Mark invoice paid: list/show use frozen snapshot, not current rate

Made with Cursor

Add estimate_invoice() for frozen paid snapshots vs current-rate previews,
and surface est. tax / take-home in CLI list/show and TUI list/detail when
a tax rate is configured.

Co-authored-by: Cursor <cursoragent@cursor.com>
@0x054 0x054 marked this pull request as ready for review June 17, 2026 14:49
0x054 and others added 2 commits June 17, 2026 10:57
Document per-invoice est. tax / take-home in invoicing, taxes, and TUI
guides; add AGENTS.md guidance to ship guide updates with behavior changes.

Co-authored-by: Cursor <cursoragent@cursor.com>
Prevents background _tick callbacks from querying #big-timer after
switching away, which flaked on macOS Python 3.14 CI.

Co-authored-by: Cursor <cursoragent@cursor.com>
@0x054 0x054 merged commit 12ad394 into main Jun 18, 2026
6 checks passed
@0x054 0x054 deleted the cursor/invoice-tax-estimate-columns branch June 18, 2026 14:43
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

1 participant