Release 0.5.2

v0.5.2

Bug fixes and notes section

Core

  • 🔄 Improved handling of OASI contributions (non-employed case): now correctly deduced from taxes.
  • 🔄 Enhanced accuracy for OASI contributions (non-employed case): now computed using the fortune instead of the taxable fortune, following GE’s fortune deduction.
  • Streamlined codebase by moving deductions logic to a separate file (taxes/taxes.go → taxes/deductions.go).
  • 🔄 Improved GE medical insurance deduction: now claims 50% of the maximum deduction (675 CHF/month for adults) instead of a fixed 1 CHF, ensuring more accurate calculations.
  • Added support for tracking notes directly in the report for easier reference.

Input

  • Make parsing of dates more robust.
  • Better error reporting when person name missing in setup section.

Reporting

  • Salary: properly report the salary in last working year (was missing).
  • Create “notes” section. Add Location (tax municipality).

Production and Tooling

  • Expand regression tests, include more scenarios.
  • Initial infrastructure to generate all transactions in bean format to simplify debugging and deep dives.

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