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Add Australia CGT Planner community directory entry - #10

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Mrassimo wants to merge 3 commits into
wealthfolio:mainfrom
Mrassimo:add-australia-cgt-addon
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Add Australia CGT Planner community directory entry#10
Mrassimo wants to merge 3 commits into
wealthfolio:mainfrom
Mrassimo:add-australia-cgt-addon

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@Mrassimo

@Mrassimo Mrassimo commented Aug 11, 2026

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Summary

Adds a community directory listing for Australia CGT Planner, an addon for planning and reconciling simple Australian capital gains tax workflows.

This is the follow-up requested by @afadil on wealthfolio/wealthfolio#968 — the addon now lives in its own repository and this PR only references it.

Source: https://github.com/Mrassimo/wealthfolio-australia-cgt-addon

What the addon does

  • AUD BUY/SELL activity matching with FIFO parcel matching by symbol and account.
  • Australian income-year summaries, with same-year capital loss offset before discount and unapplied losses carried forward.
  • Current-law 50% CGT discount eligibility using the ATO 12-month timing rule.
  • Simple AMMA/AMIT cost-base adjustments per parcel and income year.
  • Dividend franking percentage surfaced for review (display only — no franking credit or dividend tax calculation).
  • Warnings for unmatched sells, non-AUD activity, and unmodelled activity types.
  • CSV export of matched lots for accountant review.

It is explicitly framed as a planning MVP, not a comprehensive Australian tax calculator and not tax advice. Scope and limitations are documented in the addon README.

Contribution type

Community directory (discovery only), per CONTRIBUTING.md:

community/directory/australia-cgt-addon/addon.store.json

Started from templates/community-directory-addon/addon.store.json. Happy to prepare a verified submission (cover art, pinned tag + commit SHA, release notes) if you'd prefer that route.

SDK 3.6.2

The addon has been migrated to the sandboxed addon runtime before being listed, following docs/sdk-3.6-sandbox-migration.md:

  • Pages and sidebar entry declared in manifest.json contributes.routes / contributes.links, with id-matched component routes registered at runtime (no createRoot in the addon).
  • All localStorage use replaced with the durable per-addon ctx.api.storage API.
  • The ABS CPI fetch goes through ctx.api.network.request() with data.api.abs.gov.au declared in manifest.network.allowedHosts and the network permission declared.
  • sdkVersion / minWealthfolioVersion set to 3.6.2; host-provided packages externalized rather than bundled.

Local checks

pnpm install
pnpm validate:addons   # Validated 10 addon records, no warnings for this entry
pnpm generate          # community/README.md regenerated

This PR also includes a regenerated official/README.md in a separate commit. It is unrelated to the addon being listed, but it is not optional: the Validate workflow runs pnpm generate followed by git diff --exit-code, and official/README.md still lists the official addons at 3.6.1 while their manifests are at 3.6.2 (since #7). Without that commit this PR fails CI on drift it did not introduce. Happy to split it out if you would rather fix it separately — this PR's own change is just the one addon.store.json and the community/README.md row.

Security

  • No secrets in the source, manifest, or metadata.
  • Permissions are limited to activities:getAll, accounts:getAll, portfolio:getHoldings, and network (ABS CPI only), each with a stated purpose.
  • No remote script loading or dynamic execution.
  • Portfolio data is never sent anywhere; the ABS request fetches a public CPI series only.

Directory listing for the Australia CGT Planner addon, which is maintained in
its own repository at https://github.com/Mrassimo/wealthfolio-australia-cgt-addon

Follows up on wealthfolio/wealthfolio#968, where the maintainer asked for the
addon to live in its own repo and be referenced from here.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
`pnpm generate` is a required pre-PR step and the Validate workflow enforces it
with `git diff --exit-code`. official/README.md still lists the official addons
at 3.6.1 while their manifests are at 3.6.2, so the check fails on main and on
any PR that does not include this regeneration.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
@Zerosignal84

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This is work in progress https://www.openaccountants.com/skills/jurisdictions/AU?source=network_open_AU but it could be a good reference point for any agents you have assisting you.

Merges main and updates the submission to the metadata shape that landed with
the two-channel model: verification removed, commercialModel added, and the
generated README hunks dropped since both tables are now produced from
metadata. Adds the derived record read from the publisher's repository.
@afadil

afadil commented Aug 20, 2026

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Contributor

Thanks for this, and sorry it sat so long. I introduced the addon sandbox in 3.6 and reworked how community listings work before getting to the queue, so your PR needed updating rather than just merging.

I've pushed the changes to your branch:

  • merged main, which clears the conflicts
  • removed verification, that field no longer exists
  • added "commercialModel": "free", tell me if that's wrong
  • dropped the two README hunks, both files are generated now (the official/README.md change was a version bump already on main)
  • added the derived record for your addon

You don't declare licence, compatibility, data handling or disclaimers any more. I read them from your repo: MIT, SDK 3.6.2, and the network permission scoped to data.api.abs.gov.au. Your tax and planning tags generate the "not tax advice" and "not financial advice" notices automatically, so you never write disclaimer copy.

One thing left from you, then I'll merge. Post this as a comment:

I have read POLICIES.md and confirm:

- [ ] I am the publisher of this addon, or authorised to act for them.
- [ ] I have the rights to the name and description, and grant Wealthfolio permission to display them.
- [ ] The repository is public and has a licence file.
- [ ] What I declared is accurate, and my manifest declares every host the addon reaches.
- [ ] There is no hidden data collection or undisclosed remote code.
- [ ] I own support, updates, security fixes, privacy, licensing, and commercial terms.
- [ ] The name doesn't imply the addon is official or endorsed.
- [ ] A listing is a link only. Wealthfolio doesn't host, audit, endorse, or support it, and may remove it.

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3 participants