Merge pull request 'Present values rounded to cents' (#19) from rounding-to-cents into main

Reviewed-on: #19

README.md

@@ -3,16 +3,15 @@
 [![Go Report Card](https://goreportcard.com/badge/github.com/nmoniz/any2anexoj)](https://goreportcard.com/report/github.com/nmoniz/any2anexoj)
 [![Coverage Status](https://coveralls.io/repos/github/nmoniz/any2anexoj/badge.svg?branch=coveralls-badge)](https://coveralls.io/github/nmoniz/any2anexoj?branch=coveralls-badge)
 
-![Screenshot](https://i.ibb.co/TDDypq8X/Screenshot-2025-11-18-at-16-17-16.png)
+<p align="center">
+  <img src="https://i.ibb.co/0yRtwq2C/0-FBA40-FD-D97-A-4-AFB-8618-49582-DB98-F3-C.png" alt="Screenshot" border="0">
+</p>
 
 This tool converts the statements from known brokers and exchanges into a format compatible with section 9 from the Portuguese IRS form: [Mod_3_anexo_j](https://info.portaldasfinancas.gov.pt/pt/apoio_contribuinte/modelos_formularios/irs/Documents/Mod_3_anexo_J.pdf)
 
 > [!WARNING]
 > Although I made significant efforts to ensure the correctness of the calculations you should verify any outputs produced by this tool on your own or with a certified accountant.
 
-> [!NOTE]
-> This tool is in early stages of development. Use at your own risk!
-
 ## Install
 
 ```bash
@@ -24,3 +23,9 @@ go install github.com/nmoniz/any2anexoj/cmd/any2anexoj-cli@latest
 ```bash
 cat statement.csv | any2anexoj-cli --platform=tranding212
 ```
+
+## Rounding
+
+All Euro values are rounded to cents (2 decimal places) but internal calculations use the statement values with full precision.
+There are no explicit rules or details about how to round Euro values in Anexo J.
+This application rounds according to `Portaria n.º 1180/2001, art. 2.º, alínea c) e d)` (Ministerial Order / Government Order) examples, which imply we should round to the 2nd decimal place by rounding up (ceiling) or down (floor) depending on whether the third decimal place is ≥ 5 or < 5, respectively.

internal/table_writer.go

@@ -2,8 +2,10 @@ package internal
 
 import (
 	"context"
+	"fmt"
 	"io"
 
+	"github.com/biter777/countries"
 	"github.com/jedib0t/go-pretty/v6/table"
 	"github.com/jedib0t/go-pretty/v6/text"
 	"github.com/shopspring/decimal"
@@ -26,6 +28,21 @@ func NewTableWriter(w io.Writer) *TableWriter {
 	t.SetOutputMirror(w)
 	t.SetAutoIndex(true)
 	t.SetStyle(table.StyleLight)
+	t.SetColumnConfigs([]table.ColumnConfig{
+		colCountry(1),
+		colOther(2),
+		colOther(3),
+		colOther(4),
+		colOther(5),
+		colEuros(6),
+		colOther(7),
+		colOther(8),
+		colOther(9),
+		colEuros(10),
+		colEuros(11),
+		colEuros(12),
+		colCountry(13),
+	})
 
 	t.AppendHeader(table.Row{"", "", "Realisation", "Realisation", "Realisation", "Realisation", "Acquisition", "Acquisition", "Acquisition", "Acquisition", "", "", ""}, table.RowConfig{AutoMerge: true})
 	t.AppendHeader(table.Row{"Source Country", "Code", "Year", "Month", "Day", "Value", "Year", "Month", "Day", "Value", "Expenses", "Paid Taxes", "Counter Country"})
@@ -37,17 +54,62 @@ func NewTableWriter(w io.Writer) *TableWriter {
 }
 
 func (tw *TableWriter) Write(_ context.Context, ri ReportItem) error {
-	tw.totalEarned = tw.totalEarned.Add(ri.SellValue)
-	tw.totalSpent = tw.totalSpent.Add(ri.BuyValue)
-	tw.totalFees = tw.totalFees.Add(ri.Fees)
-	tw.totalTaxes = tw.totalTaxes.Add(ri.Taxes)
+	tw.totalEarned = tw.totalEarned.Add(ri.SellValue.Round(2))
+	tw.totalSpent = tw.totalSpent.Add(ri.BuyValue.Round(2))
+	tw.totalFees = tw.totalFees.Add(ri.Fees.Round(2))
+	tw.totalTaxes = tw.totalTaxes.Add(ri.Taxes.Round(2))
 
-	tw.table.AppendRow(table.Row{ri.AssetCountry, ri.Nature, ri.SellTimestamp.Year(), int(ri.SellTimestamp.Month()), ri.SellTimestamp.Day(), ri.SellValue, ri.BuyTimestamp.Year(), ri.BuyTimestamp.Month(), ri.BuyTimestamp.Day(), ri.BuyValue, ri.Fees, ri.Taxes, ri.BrokerCountry})
+	tw.table.AppendRow(table.Row{
+		ri.AssetCountry, ri.Nature,
+		ri.SellTimestamp.Year(), int(ri.SellTimestamp.Month()), ri.SellTimestamp.Day(), ri.SellValue.StringFixed(2),
+		ri.BuyTimestamp.Year(), int(ri.BuyTimestamp.Month()), ri.BuyTimestamp.Day(), ri.BuyValue.StringFixed(2),
+		ri.Fees.StringFixed(2), ri.Taxes.StringFixed(2), ri.BrokerCountry,
+	})
 
 	return nil
 }
 
 func (tw *TableWriter) Render() {
-	tw.table.AppendFooter(table.Row{"SUM", "SUM", "SUM", "SUM", "SUM", tw.totalEarned, "", "", "", tw.totalSpent, tw.totalFees, tw.totalTaxes}, table.RowConfig{AutoMerge: true, AutoMergeAlign: text.AlignRight})
+	tw.table.AppendFooter(table.Row{"SUM", "SUM", "SUM", "SUM", "SUM", tw.totalEarned.StringFixed(2), "", "", "", tw.totalSpent.StringFixed(2), tw.totalFees.StringFixed(2), tw.totalTaxes.StringFixed(2)}, table.RowConfig{AutoMerge: true, AutoMergeAlign: text.AlignRight})
 	tw.table.Render()
 }
+
+func colEuros(n int) table.ColumnConfig {
+	return table.ColumnConfig{
+		Number:      n,
+		Align:       text.AlignRight,
+		AlignFooter: text.AlignRight,
+		AlignHeader: text.AlignRight,
+		WidthMin:    12,
+		Transformer: func(val any) string {
+			return fmt.Sprintf("%v €", val)
+		},
+		TransformerFooter: func(val any) string {
+			return fmt.Sprintf("%v €", val)
+		},
+	}
+}
+
+func colOther(n int) table.ColumnConfig {
+	return table.ColumnConfig{
+		Number:      n,
+		Align:       text.AlignLeft,
+		AlignFooter: text.AlignLeft,
+		AlignHeader: text.AlignLeft,
+	}
+}
+
+func colCountry(n int) table.ColumnConfig {
+	return table.ColumnConfig{
+		Number:           n,
+		Align:            text.AlignLeft,
+		AlignFooter:      text.AlignLeft,
+		AlignHeader:      text.AlignLeft,
+		WidthMax:         24,
+		WidthMaxEnforcer: text.Trim,
+		Transformer: func(val any) string {
+			countryCode := val.(int64)
+			return fmt.Sprintf("%v - %s", val, countries.ByNumeric(int(countryCode)).Info().Name)
+		},
+	}
+}