# Pit Tax Reporter

> Implement and refactor Polish PIT tax reporters and related parsing/aggregation logic. Use when adding or modifying reporters in polish_pit_calculator/tax_reporters/, normalizing broker exports, adjusting exchange-rate usage/caching, or updating tests to assert full report outputs. Use when this capability is needed.

- Skill: `tomevault-io/pit-tax-reporter` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds@latest add tomevault-io/pit-tax-reporter`
- Raw SKILL.md: https://api.skillmd.com/api/skills/tomevault-io/pit-tax-reporter/raw
- Safety review: pending (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Docs & Writing
- Author: tomevault-io (https://skillmd.com/u/tomevault-io)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/tomevault-io/pit-tax-reporter

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# Pit Tax Reporter

## Overview

Build reporter changes safely by preserving tax semantics and verifying full outputs.
Use this workflow for Charles Schwab, IBKR, Coinbase, Revolut, Trade, Crypto, Employment,
and shared tax models.

## Workflow

1. Confirm target behavior before editing:
- Expected output is `TaxReport` and `TaxRecord` values by year.
- Required CLI/report table behavior if app flow is touched.
2. Keep reporter contract stable:
- Reporter classes live in `polish_pit_calculator/tax_reporters/`.
- Keep `name()`, `validators()`, `to_entry_data()`, and `generate(logs)` coherent.
- Keep registry deserialization compatible with `polish_pit_calculator.tax_reporters.<ClassName>`.
3. Normalize inputs deterministically:
- Parse dates, currencies, and numeric values explicitly.
- Handle malformed rows by dropping/raising consistently.
4. Keep financial semantics explicit:
- Preserve FIFO matching and per-year aggregation rules.
- Keep exchange-rate lookups and cache behavior consistent.
5. Prefer focused refactors:
- Reduce duplication without changing external behavior.
- Keep reporter responsibilities clear and testable.
6. Test with full-output assertions:
- Compare full dataframes/tax reports, not selected fields.
- Mock cross-module dependencies when unit-testing a module.
7. Run quality gates:
- `uv run pytest -q`
- `pre-commit run --all-files`

## Output Standard

Provide:
- Behavior summary.
- Exact files changed.
- Test evidence (`pytest` + `pre-commit` results).
- Any assumptions or unresolved data-contract questions.

## References

Use `references/reporter-checklist.md` for implementation and testing checks.

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<!-- tomevault:4.0:skill_md:2026-04-11 -->