btctax_cli/cli.rs
1//! The clap-4 command surface for `btctax`, extracted into the library so tooling
2//! (the `xtask` man-page generator) can obtain the `Command` via `Cli::command()`
3//! (`clap::CommandFactory`). The binary (`main.rs`) is a thin dispatch over these types.
4//!
5//! FILE-FORMAT DOCS — SINGLE SOURCE OF TRUTH: the long-help (`///` doc-comments with
6//! `#[arg(verbatim_doc_comment)]`) on the file/format-taking args below is rendered BOTH
7//! into `--help` (clap) AND into the per-subcommand man page (clap_mangen), zero drift.
8//! Formats were read from the writers, never from stale comments: export CSVs from
9//! `render.rs`, the classify-raw serde shape from `btctax-core::EventPayload`, the key
10//! armor from `btctax-store::Vault::backup_key`, the selections header from
11//! `cmd::reconcile::import_selections`, the lot pick from `eventref::parse_lot_pick`.
12use btctax_core::{FilingStatus, LotMethod};
13use clap::{Parser, Subcommand, ValueEnum};
14use std::path::PathBuf;
15
16#[derive(Parser)]
17#[command(name = "btctax", about = "Offline US Bitcoin tax ledger (Phase 1)")]
18pub struct Cli {
19 /// Path to the encrypted vault (vault.pgp).
20 #[arg(long, global = true, default_value = "vault.pgp")]
21 pub vault: PathBuf,
22 #[command(subcommand)]
23 pub command: Command,
24}
25
26#[derive(Subcommand)]
27pub enum Command {
28 /// Create the encrypted vault + force a key backup.
29 Init {
30 /// File to write the forced key backup to: an ASCII-armored, passphrase(S2K)-encrypted
31 /// private key, owner-only (mode 0600). Identical format to `backup-key --out`. Store it
32 /// offline — it is the only way to recover the vault if you lose `vault.key`.
33 ///
34 /// FORMAT (structure — NOT a real key):
35 /// -----BEGIN PGP PRIVATE KEY BLOCK-----
36 /// ... base64 armor of the S2K-encrypted secret key ...
37 /// -----END PGP PRIVATE KEY BLOCK-----
38 #[arg(long, verbatim_doc_comment)]
39 key_backup: PathBuf,
40 /// Clear an interrupted/half-created init (orphan `vault.key`, no encrypted store) and start fresh.
41 #[arg(long, default_value_t = false)]
42 repair: bool,
43 },
44 /// Import one or more export files (auto-groups Swan).
45 Import { files: Vec<PathBuf> },
46 /// FR9 integrity check (non-zero exit on hard blockers).
47 Verify,
48 /// Show holdings + realized disposals/removals/income. With --tax-year: standalone TaxResult.
49 #[command(alias = "show")]
50 Report {
51 /// Filter realized disposals/removals/income to a specific calendar year (display path).
52 #[arg(long)]
53 year: Option<i32>,
54 /// Compute the crypto-attributable federal tax for the given tax year (B.5 / Task 9).
55 /// Requires a stored tax profile (`tax-profile --year Y ...`) and the bundled TY table.
56 /// Independent of --year; the two flags are not aliased.
57 #[arg(long)]
58 tax_year: Option<i32>,
59 /// Cumulative prior-year TAXABLE gifts (post-annual-exclusion Form 709 amounts), not
60 /// gross gifts. Used for the §2505 lifetime-exclusion consumption advisory. Defaults to
61 /// $0 when omitted (the advisory discloses this assumption). Must not be negative.
62 #[arg(long)]
63 prior_taxable_gifts: Option<String>,
64 },
65 /// Emit a reconciliation decision event.
66 #[command(subcommand)]
67 Reconcile(Reconcile),
68 /// Show or set projection config (TP8 fee treatment / pre-2025 lot method / forward method).
69 Config {
70 #[arg(long, value_enum)]
71 set_fee_treatment: Option<FeeArg>,
72 #[arg(long, value_enum)]
73 set_pre2025_method: Option<MethodLotArg>,
74 #[arg(long, default_value_t = false)]
75 attest_pre2025_method: bool,
76 /// §A.5(a): append a MethodElection decision (the forward standing order). Not a flag
77 /// mutation — this is an event in the ledger. Use --effective-from to set the date
78 /// (default: today / the decision's made-date).
79 #[arg(long, value_enum)]
80 set_forward_method: Option<MethodLotArg>,
81 /// Effective-from date for --set-forward-method (YYYY-MM-DD). Defaults to made-date.
82 #[arg(long)]
83 effective_from: Option<String>,
84 },
85 /// FR10: export decrypted SQLite + CSV (the NFR2 plaintext exception).
86 ExportSnapshot {
87 /// Output DIRECTORY receiving the decrypted SQLite DB (snapshot.sqlite) + projection CSVs
88 /// (the NFR2 plaintext exception; created owner-only). ALWAYS writes: lots.csv,
89 /// disposals.csv, removals.csv, income.csv. With --tax-year it ALSO writes form8949.csv,
90 /// schedule_d.csv, form8283.csv, and schedule_se.csv (schedule_se only when there is
91 /// business self-employment income). The `event` column in disposals.csv / removals.csv /
92 /// income.csv is the event-ref that reconcile commands consume (select-lots,
93 /// set-donation-details, reclassify-income, …).
94 ///
95 /// FORMAT (removals.csv header + one sample donation row):
96 /// event,kind,removed_at,lot,sat,basis,fmv_at_transfer,term,acquired_at,claimed_deduction,donee
97 /// import|coinbase|X,donation,2025-03-01,import|coinbase|X#0,25000,120.00,150.00,long,2023-01-05,150.00,Charity Y
98 #[arg(long, verbatim_doc_comment)]
99 out: PathBuf,
100 /// Also emit the per-tax-year Form 8949 + Schedule D CSVs (form8949.csv / schedule_d.csv),
101 /// scoped to this calendar year. Omit to write only the all-years projection CSVs.
102 #[arg(long)]
103 tax_year: Option<i32>,
104 },
105 /// Export the passphrase-protected key.
106 BackupKey {
107 /// File to write the exported key to: an ASCII-armored, passphrase(S2K)-encrypted private
108 /// key, owner-only (mode 0600). Identical format to `init --key-backup`.
109 ///
110 /// FORMAT (structure — NOT a real key):
111 /// -----BEGIN PGP PRIVATE KEY BLOCK-----
112 /// ... base64 armor of the S2K-encrypted secret key ...
113 /// -----END PGP PRIVATE KEY BLOCK-----
114 #[arg(long, verbatim_doc_comment)]
115 out: PathBuf,
116 },
117 /// Lot-specific-identification optimizer (§C — read-only proposal or gated persistence).
118 #[command(subcommand)]
119 Optimize(Optimize),
120 /// Set or show the per-tax-year tax profile (filing status, income, MAGI, etc.).
121 TaxProfile {
122 /// The tax year (e.g. 2025).
123 #[arg(long)]
124 year: i32,
125 /// IRS filing status.
126 #[arg(long, value_enum)]
127 filing_status: Option<FilingStatusArg>,
128 /// Ordinary taxable income EXCLUDING all app-computed crypto items (net ST gains,
129 /// mining/staking ordinary income). The engine adds the crypto items on top (B.1 / I5).
130 #[arg(long)]
131 ordinary_taxable_income: Option<String>,
132 /// Modified AGI excluding crypto items, for the §1411 NIIT threshold comparison.
133 ///
134 /// IMPORTANT (§1411 contract): this value MUST already include the taxpayer's qualified
135 /// dividends and non-crypto net capital gains (and any other MAGI add-backs from
136 /// §1411(d)). The engine adds ONLY the crypto AGI delta on top (ambiguity #5 in the
137 /// design). Omitting QD or non-crypto cap gains from this figure understates NIIT.
138 #[arg(
139 long,
140 long_help = "Modified AGI excluding crypto items, for the §1411 NIIT \
141 threshold comparison.\n\nIMPORTANT (§1411 contract): this value MUST already \
142 include the taxpayer's qualified dividends and non-crypto net capital gains (and \
143 any other MAGI add-backs from §1411(d)). The engine adds ONLY the crypto AGI \
144 delta on top (ambiguity #5 in the design). Omitting QD or non-crypto cap gains \
145 from this figure understates NIIT."
146 )]
147 magi_excluding_crypto: Option<String>,
148 /// Qualified dividends + other preferential-rate income sharing the §1(h) 0/15/20 LTCG
149 /// rate stack. Required when setting a profile.
150 #[arg(long)]
151 qualified_dividends: Option<String>,
152 /// Non-crypto net LT-character capital gain already in the profile (optional; defaults
153 /// to 0 when omitted).
154 #[arg(long)]
155 other_net_capital_gain: Option<String>,
156 /// §1212(b) short-term capital loss carryforward into this year (optional; defaults to 0).
157 #[arg(long)]
158 carryforward_short: Option<String>,
159 /// §1212(b) long-term capital loss carryforward into this year (optional; defaults to 0).
160 #[arg(long)]
161 carryforward_long: Option<String>,
162 /// Form W-2 Social Security wages (Box 3 + Box 7 tips; Schedule SE line 8a).
163 /// Reduces the §1401(a) SS cap: ss_cap = max(0, wage_base − w2_ss_wages). Optional;
164 /// defaults to $0. Must not be negative.
165 #[arg(long)]
166 w2_ss_wages: Option<String>,
167 /// Medicare wages (Box 5; Form 8959 line 1).
168 /// Reduces the Additional-Medicare threshold: addl_threshold = max(0, threshold − w2_medicare_wages)
169 /// (§1401(b)(2)(B)/Form 8959 Part II). Optional; defaults to $0. Must not be negative.
170 #[arg(long)]
171 w2_medicare_wages: Option<String>,
172 /// Schedule C deductible business expenses for the year — reduces net SE earnings;
173 /// the income-tax stack above is NOT adjusted (see the advisory).
174 /// Optional; defaults to $0. Must not be negative.
175 #[arg(long)]
176 schedule_c_expenses: Option<String>,
177 /// Show the stored profile for `--year` instead of setting it.
178 #[arg(long, default_value_t = false)]
179 show: bool,
180 },
181}
182
183/// `optimize` subcommand tree. Task 9 adds `Run`; Task 10 adds `Accept`; Task 11 adds `Consult`.
184#[derive(Subcommand)]
185pub enum Optimize {
186 /// Mode-1 what-if: print the tax-saving lot-selection proposal. NOTHING is filed or bound.
187 Run {
188 /// The tax year to optimize (must be 2025 or later).
189 #[arg(long)]
190 tax_year: i32,
191 },
192 /// Mode-1 gated persistence: recompute the optimum and persist the proposed LotSelection(s),
193 /// gated per disposal (§1.1012-1(j)). A genuinely-contemporaneous pick (made ≤ sale) persists
194 /// freely; an already-executed disposal persists ONLY with a narrow per-disposal `--attest`
195 /// scoped to one `--disposal`; a 2027+ broker-held pick is refused. Revoke via `reconcile void`.
196 Accept {
197 /// The tax year to accept (must be 2025 or later).
198 #[arg(long)]
199 tax_year: i32,
200 /// Restrict to ONE disposal (required to carry `--attest`).
201 #[arg(long)]
202 disposal: Option<String>,
203 /// Narrow contemporaneous-ID attestation for an already-executed disposal. Requires
204 /// `--disposal` (no blanket attestation across all disposals).
205 #[arg(long)]
206 attest: Option<String>,
207 },
208 /// Mode-2 read-only pre-trade what-if (§C.3): tax-min lots + ST/LT split + federal tax + ST→LT
209 /// timing. NOTHING is written — no event, no side-table row. Tax decision-support only;
210 /// not buy/sell/hold advice.
211 Consult {
212 /// Hypothetical sale amount in satoshis (required).
213 #[arg(long)]
214 sell: String,
215 /// Wallet to sell from, e.g. `self:cold` or `exchange:coinbase:default` (required; per-wallet
216 /// pool is mandatory post-2025).
217 #[arg(long)]
218 wallet: Option<String>,
219 /// Sale date for the what-if (YYYY-MM-DD; defaults to today UTC if omitted).
220 #[arg(long)]
221 at: Option<String>,
222 /// Explicit USD proceeds for the hypothetical sale. Required when `--at` is a future date
223 /// with no bundled dataset price and `--fmv` is not used. Mutually exclusive with `--fmv`.
224 #[arg(long, conflicts_with = "fmv")]
225 proceeds: Option<String>,
226 /// Use the bundled daily-close FMV for `--at` instead of an explicit proceeds amount.
227 /// A future date with no dataset price will return a ProceedsRequired error. Mutually
228 /// exclusive with `--proceeds`.
229 #[arg(long, conflicts_with = "proceeds")]
230 fmv: bool,
231 },
232}
233
234#[derive(Subcommand)]
235pub enum Reconcile {
236 /// Confirm a self-transfer (TransferLink).
237 LinkTransfer {
238 out: String,
239 #[arg(long, conflicts_with = "to_wallet")]
240 to_event: Option<String>,
241 #[arg(long)]
242 to_wallet: Option<String>,
243 },
244 /// Classify an inbound TransferIn as income.
245 ClassifyInboundIncome {
246 in_ref: String,
247 #[arg(long)]
248 kind: String,
249 #[arg(long)]
250 fmv: Option<String>,
251 #[arg(long)]
252 business: bool,
253 },
254 /// Classify an inbound TransferIn as a received gift.
255 ClassifyInboundGift {
256 in_ref: String,
257 #[arg(long)]
258 fmv_at_gift: String,
259 #[arg(long)]
260 donor_basis: Option<String>,
261 #[arg(long)]
262 donor_acquired: Option<String>,
263 },
264 /// Classify an inbound TransferIn as an inbound self-transfer ("my own coins" returning) —
265 /// non-taxable, creates a fresh lot. `--basis` defaults to $0 (conservative; fires the honest
266 /// zero-basis advisory when omitted); `--acquired` defaults to the receipt date (short-term).
267 ClassifyInboundSelfTransfer {
268 in_ref: String,
269 #[arg(long)]
270 basis: Option<String>,
271 #[arg(long)]
272 acquired: Option<String>,
273 },
274 /// Reclassify a pending TransferOut.
275 ReclassifyOutflow {
276 out: String,
277 #[arg(long, value_enum)]
278 as_kind: OutKindArg,
279 #[arg(long)]
280 amount: String,
281 #[arg(long)]
282 fee: Option<String>,
283 #[arg(long)]
284 appraisal: bool,
285 /// Free-form donee identifier (e.g. "Alice", "Charity X"). Carried through to
286 /// removals.csv and Form 8283; does not affect tax math.
287 #[arg(long)]
288 donee: Option<String>,
289 },
290 /// Set a manual FMV on an event.
291 SetFmv {
292 event: String,
293 #[arg(long)]
294 fmv: String,
295 },
296 /// Void a revocable decision.
297 Void { target: String },
298 /// Resolve an Unclassified row from a JSON imported payload.
299 ClassifyRaw {
300 target: String,
301 /// A JSON-encoded imported EventPayload (serde externally-tagged: `{"Variant":{...}}`) to
302 /// resolve the Unclassified target as. Must be an IMPORTED variant — Acquire, Income,
303 /// Dispose, TransferOut, TransferIn, or Unclassified. USD fields (usd_cost, fee_usd, …) are
304 /// decimal STRINGS; `sat` is an integer.
305 ///
306 /// FORMAT (Acquire example):
307 /// {"Acquire":{"sat":2000000,"usd_cost":"1680.00","fee_usd":"5.00","basis_source":"ExchangeProvided"}}
308 #[arg(long, verbatim_doc_comment)]
309 payload_json: String,
310 },
311 /// Accept an import conflict.
312 AcceptConflict { conflict: String },
313 /// Reject an import conflict.
314 RejectConflict { conflict: String },
315 /// Path-B safe-harbor allocate (from the actual pre-2025 position).
316 SafeHarborAllocate {
317 #[arg(long, value_enum, default_value_t = MethodArg::Actual)]
318 method: MethodArg,
319 #[arg(long)]
320 attest: bool,
321 },
322 /// Attest an existing allocation as timely.
323 SafeHarborAttest,
324 /// §A.4 Specific-ID: pick the exact lots a disposal consumes.
325 SelectLots {
326 disposal: String,
327 /// One lot pick per --from flag (repeatable). Each PICK is
328 /// `<origin_event_id>#<split_sequence>:<sat>`. The origin_event_id + split come from the
329 /// `lot` column of disposals.csv or the `origin_event`/`split` columns of lots.csv
330 /// (export-snapshot). The total sat across the picks must equal the disposal's principal
331 /// (validated in the fold).
332 ///
333 /// FORMAT (two picks):
334 /// --from import|coinbase|X#0:25000 --from import|river|Y#1:5000
335 #[arg(long = "from", required = true, verbatim_doc_comment)]
336 from: Vec<String>,
337 },
338 /// §A.4 Batch import LotSelections from a CSV (disposal_ref,origin_event_id,split_sequence,sat).
339 ImportSelections {
340 /// CSV of lot picks imported as LotSelection decisions (§A.4). The header is REQUIRED and
341 /// validated loudly; rows sharing a disposal_ref are grouped into a single decision.
342 /// disposal_ref is the disposal event's ref (disposals.csv `event` column); origin_event_id
343 /// is the lot's origin (lots.csv `origin_event` column).
344 ///
345 /// FORMAT (header + one sample row):
346 /// disposal_ref,origin_event_id,split_sequence,sat
347 /// import|gemini|trade|T-2.O-2,import|coinbase|X,0,1000000
348 #[arg(verbatim_doc_comment)]
349 csv: PathBuf,
350 },
351 /// SE-completion Chunk C: flip `business` (and optionally `kind`) on an already-imported Income event.
352 ///
353 /// Corrects the `business: false` hard-code that River (and other adapters) emit at ingest time,
354 /// enabling SE-tax treatment for professional miners / stakers. The engine validates that the target
355 /// event exists and is an Income event — a missing or non-Income target fires a Hard DecisionConflict
356 /// blocker (decision excluded). For TransferIn rows use `classify-inbound-income` instead.
357 ///
358 /// DecisionConflict is Hard — to re-decide, `void` the prior decision first, then re-issue.
359 ReclassifyIncome {
360 /// The Income event reference (from `report` or `income_recognized.csv` 'event' column).
361 income_event: String,
362 /// Whether this income is from a trade or business (true → SE-tax eligible).
363 /// Must be supplied explicitly: `--business true` or `--business false`.
364 #[arg(long, required = true, action = clap::ArgAction::Set)]
365 business: bool,
366 /// Optional income kind correction: mining|staking|interest|airdrop|reward.
367 /// Omit to keep the original kind (only flip `business`).
368 #[arg(long)]
369 kind: Option<String>,
370 },
371 /// Store Form 8283 Section-B donation + appraiser details for a donation event.
372 /// The event ref is the TransferOut EventId from the removals.csv 'event' column.
373 SetDonationDetails {
374 /// TransferOut event reference for the donation (from removals.csv 'event' column).
375 out_event_ref: String,
376 /// Donee organization name (Part IV; required).
377 #[arg(long, required = true)]
378 donee_name: String,
379 /// Donee mailing address (Part IV; optional).
380 #[arg(long)]
381 donee_address: Option<String>,
382 /// Donee EIN (Part IV; required for Section-B completeness).
383 #[arg(long)]
384 donee_ein: Option<String>,
385 /// Qualified appraiser name (Part III; required).
386 #[arg(long, required = true)]
387 appraiser_name: String,
388 /// Appraiser mailing address (Part III; optional).
389 #[arg(long)]
390 appraiser_address: Option<String>,
391 /// Appraiser TIN/SSN/EIN (Part III §6695A; satisfies the TIN-or-PTIN requirement).
392 #[arg(long)]
393 appraiser_tin: Option<String>,
394 /// Appraiser PTIN (Part III §6695A; satisfies the TIN-or-PTIN requirement).
395 #[arg(long)]
396 appraiser_ptin: Option<String>,
397 /// Appraiser qualifications declaration (§170(f)(11)(E)).
398 #[arg(long)]
399 appraiser_qualifications: Option<String>,
400 /// Date the qualified appraisal was made (YYYY-MM-DD).
401 #[arg(long)]
402 appraisal_date: Option<String>,
403 /// FMV determination method override (overrides the section-derived default on the
404 /// Form 8283 carrier row; resolves the Section-A fmv_method deferral when supplied).
405 #[arg(long)]
406 fmv_method: Option<String>,
407 },
408 /// Show stored Form 8283 donation details for a donation event.
409 ShowDonationDetails {
410 /// TransferOut event reference for the donation (from removals.csv 'event' column).
411 out_event_ref: String,
412 },
413 /// Bulk-confirm self-transfers: link every PENDING outbound transfer in a time frame to one
414 /// destination wallet (non-taxable). Shows a preview + requires --yes (or interactive y/N).
415 BulkLinkTransfer {
416 /// Destination wallet every selected outflow links to.
417 #[arg(long)]
418 to_wallet: String,
419 /// Restrict to a single tax year (mutually exclusive with --from/--to).
420 #[arg(long, conflicts_with_all = ["from", "to"])]
421 year: Option<i32>,
422 /// Range start (YYYY-MM-DD; requires --to).
423 #[arg(long, requires = "to")]
424 from: Option<String>,
425 /// Range end (YYYY-MM-DD, inclusive; requires --from).
426 #[arg(long, requires = "from")]
427 to: Option<String>,
428 /// Only outflows FROM this source wallet.
429 #[arg(long)]
430 from_wallet: Option<String>,
431 /// Print the preview and exit without writing.
432 #[arg(long)]
433 dry_run: bool,
434 /// Skip the interactive confirmation (non-interactive apply).
435 #[arg(long)]
436 yes: bool,
437 },
438 /// Bulk-classify unknown-basis inbound deposits as self-transfer-ins ("my own coins"): apply
439 /// Cycle A's `SelfTransferMine` ($0 conservative basis, non-taxable) to MANY pending inbounds in a
440 /// time frame at once. Shows a preview surfacing the total USD given $0 basis (the over-tax
441 /// exposure) + requires --yes (or interactive y/N). Each is a voidable decision; for a deposit
442 /// whose real cost you can substantiate, classify it single-item with `classify-inbound-self-transfer --basis`.
443 BulkClassifyInboundSelfTransfer {
444 /// Restrict to a single tax year (mutually exclusive with --from/--to).
445 #[arg(long, conflicts_with_all = ["from", "to"])]
446 year: Option<i32>,
447 /// Range start (YYYY-MM-DD; requires --to).
448 #[arg(long, requires = "to")]
449 from: Option<String>,
450 /// Range end (YYYY-MM-DD, inclusive; requires --from).
451 #[arg(long, requires = "from")]
452 to: Option<String>,
453 /// Only inbounds received INTO this wallet.
454 #[arg(long)]
455 wallet: Option<String>,
456 /// Print the preview and exit without writing.
457 #[arg(long)]
458 dry_run: bool,
459 /// Skip the interactive confirmation (non-interactive apply).
460 #[arg(long)]
461 yes: bool,
462 },
463 /// Bulk-classify unknown-basis inbound deposits as INCOME (mining|staking|interest|airdrop|reward):
464 /// recognize MANY pending inbounds as ordinary income at their auto-FMV (the daily-close market
465 /// value at receipt) in one confirmed batch, with a UNIFORM `--kind` + `--business` flag. Shows a
466 /// preview surfacing the total income recognized + the count of inbounds EXCLUDED because no price
467 /// was available for their date (those stay pending — an income row with no FMV would year-gate).
468 /// Each is a voidable decision; for a single deposit use `classify-inbound-income`.
469 BulkClassifyInboundIncome {
470 /// Income kind for the whole batch: mining|staking|interest|airdrop|reward.
471 #[arg(long)]
472 kind: String,
473 /// Whether this income is from a trade or business (true → SE-tax eligible).
474 #[arg(long)]
475 business: bool,
476 /// Restrict to a single tax year (mutually exclusive with --from/--to).
477 #[arg(long, conflicts_with_all = ["from", "to"])]
478 year: Option<i32>,
479 /// Range start (YYYY-MM-DD; requires --to).
480 #[arg(long, requires = "to")]
481 from: Option<String>,
482 /// Range end (YYYY-MM-DD, inclusive; requires --from).
483 #[arg(long, requires = "from")]
484 to: Option<String>,
485 /// Only inbounds received INTO this wallet.
486 #[arg(long)]
487 wallet: Option<String>,
488 /// Print the preview and exit without writing.
489 #[arg(long)]
490 dry_run: bool,
491 /// Skip the interactive confirmation (non-interactive apply).
492 #[arg(long)]
493 yes: bool,
494 },
495 /// Bulk-reclassify unknown pending OUTFLOWS as dispositions (Sell|Spend): reclassify MANY pending
496 /// `TransferOut`s as a `Dispose` in one confirmed batch, with the daily-close market value at the
497 /// outflow date as the ESTIMATED proceeds. Shows a preview surfacing the total ESTIMATED proceeds
498 /// AND the total ESTIMATED gain (sum(fmv) - sum(basis)) + the count of outflows EXCLUDED because no price
499 /// was available for their date (those stay pending — a Sell with fabricated proceeds would be a
500 /// SILENT misreport). `--kind` is UNIFORM and accepts ONLY sell|spend (gift/donate are out of
501 /// scope). Each is a voidable decision; for a single outflow use `reclassify-outflow`.
502 BulkReclassifyOutflow {
503 /// Disposition kind for the whole batch: sell|spend (gift/donate rejected — out of scope).
504 #[arg(long)]
505 kind: String,
506 /// Restrict to a single tax year (mutually exclusive with --from/--to).
507 #[arg(long, conflicts_with_all = ["from", "to"])]
508 year: Option<i32>,
509 /// Range start (YYYY-MM-DD; requires --to).
510 #[arg(long, requires = "to")]
511 from: Option<String>,
512 /// Range end (YYYY-MM-DD, inclusive; requires --from).
513 #[arg(long, requires = "from")]
514 to: Option<String>,
515 /// Only outflows from this SOURCE wallet.
516 #[arg(long)]
517 wallet: Option<String>,
518 /// Print the preview and exit without writing.
519 #[arg(long)]
520 dry_run: bool,
521 /// Skip the interactive confirmation (non-interactive apply).
522 #[arg(long)]
523 yes: bool,
524 },
525 /// Bulk-resolve import conflicts: ACCEPT (adopt each new payload) or REJECT (keep each current
526 /// payload) MANY flagged `ImportConflict`s in one confirmed batch. Shows a `current → new` preview,
527 /// then requires --yes (or interactive y/N). Exactly one of --accept / --reject is required. Each
528 /// resolution is NON-REVOCABLE (`SupersedeImport`/`RejectImport` cannot be voided); to resolve a
529 /// conflict differently, exclude it and use single-item `accept-conflict`/`reject-conflict`.
530 #[command(group(clap::ArgGroup::new("resolve_action").required(true).args(["accept", "reject"])))]
531 BulkResolveConflict {
532 /// Accept every listed conflict (adopt each new payload onto its target).
533 #[arg(long)]
534 accept: bool,
535 /// Reject every listed conflict (keep each target's current payload).
536 #[arg(long)]
537 reject: bool,
538 /// Print the preview and exit without writing.
539 #[arg(long)]
540 dry_run: bool,
541 /// Skip the interactive confirmation (non-interactive apply).
542 #[arg(long)]
543 yes: bool,
544 },
545 /// Bulk-void MANY revocable reconcile decisions in one confirmed batch (bulk-void). Shows a preview
546 /// of every voidable decision (the SHARED `voidable_decisions` predicate — effective safe-harbor
547 /// allocations are OMITTED, #7), then requires --yes (or interactive y/N). Each void is
548 /// NON-REVOCABLE (a `VoidDecisionEvent` cannot itself be voided — re-apply the original decision to
549 /// restore). Voiding a `LotSelection` also re-exposes its disposal to the default method and clears
550 /// its optimizer attestation.
551 BulkVoid {
552 /// Print the preview and exit without writing.
553 #[arg(long)]
554 dry_run: bool,
555 /// Skip the interactive confirmation (non-interactive apply).
556 #[arg(long)]
557 yes: bool,
558 },
559 /// Match unreconciled inbound + outbound legs as self-transfers (self-transfer-passthrough C3).
560 /// With no --in/--out: PREVIEW the proposed pairs (read-only). With --in and --out: confirm ONE
561 /// pair (DROP for a same-wallet passthrough, RELOCATE for a cross-wallet transfer). NEVER automatic.
562 MatchSelfTransfers {
563 /// Confirm this in-leg (TransferIn eventref); requires --out.
564 #[arg(long = "in", requires = "out_ref")]
565 in_ref: Option<String>,
566 /// Confirm this out-leg (TransferOut eventref); requires --in.
567 #[arg(long = "out", requires = "in_ref")]
568 out_ref: Option<String>,
569 /// Override the suggested action (else the proposal's topology-derived action is used).
570 #[arg(long, value_enum)]
571 action: Option<SelfTransferActionArg>,
572 /// Print the preview and exit without writing (conflicts with --in/--out).
573 #[arg(long, conflicts_with_all = ["in_ref", "out_ref"])]
574 dry_run: bool,
575 },
576}
577
578#[derive(Copy, Clone, ValueEnum)]
579pub enum SelfTransferActionArg {
580 /// Same-wallet passthrough → SelfTransferPassthrough (both legs skipped, non-taxable).
581 Drop,
582 /// Cross-wallet transfer → TransferLink (relocate the lots to the destination wallet).
583 Relocate,
584}
585
586#[derive(Copy, Clone, ValueEnum)]
587pub enum FilingStatusArg {
588 Single,
589 Mfj,
590 Mfs,
591 Hoh,
592 Qss,
593}
594
595impl From<FilingStatusArg> for FilingStatus {
596 fn from(a: FilingStatusArg) -> Self {
597 match a {
598 FilingStatusArg::Single => FilingStatus::Single,
599 FilingStatusArg::Mfj => FilingStatus::Mfj,
600 FilingStatusArg::Mfs => FilingStatus::Mfs,
601 FilingStatusArg::Hoh => FilingStatus::HoH,
602 FilingStatusArg::Qss => FilingStatus::Qss,
603 }
604 }
605}
606
607#[derive(Copy, Clone, ValueEnum)]
608pub enum FeeArg {
609 C,
610 B,
611}
612
613#[derive(Copy, Clone, ValueEnum)]
614pub enum MethodLotArg {
615 Fifo,
616 Lifo,
617 Hifo,
618}
619
620#[derive(Copy, Clone, ValueEnum)]
621pub enum OutKindArg {
622 Sell,
623 Spend,
624 Gift,
625 Donate,
626}
627
628impl From<MethodLotArg> for LotMethod {
629 fn from(a: MethodLotArg) -> Self {
630 match a {
631 MethodLotArg::Fifo => LotMethod::Fifo,
632 MethodLotArg::Lifo => LotMethod::Lifo,
633 MethodLotArg::Hifo => LotMethod::Hifo,
634 }
635 }
636}
637
638#[derive(Copy, Clone, ValueEnum)]
639pub enum MethodArg {
640 Actual,
641 ProRata,
642}
643
644#[cfg(test)]
645mod tests {
646 use super::*;
647 use clap::CommandFactory;
648
649 /// Render the LONG help (`--help`) of a subcommand identified by its path, recursing into
650 /// nested subcommands (e.g. `["reconcile", "import-selections"]`). Mirrors what a user sees at
651 /// `btctax <path...> --help`, which includes each argument's verbatim long-help.
652 fn long_help_of(path: &[&str]) -> String {
653 let mut cmd = Cli::command();
654 for name in path {
655 cmd = cmd
656 .find_subcommand(name)
657 .unwrap_or_else(|| panic!("subcommand {name:?} exists"))
658 .clone();
659 }
660 cmd.render_long_help().to_string()
661 }
662
663 // Requirement 3, `--help` half: each file/format-taking arg's long-help carries its FORMAT +
664 // a text EXAMPLE. Tokens are comma/brace-joined (no spaces) so help-wrapping can never break
665 // them (verified against the real binary output). This is the single source of truth that
666 // clap_mangen also renders into the per-subcommand man page (Task 2).
667
668 #[test]
669 fn help_documents_key_backup_format() {
670 let h = long_help_of(&["init"]);
671 assert!(
672 h.contains("-----BEGIN PGP PRIVATE KEY BLOCK-----"),
673 "init --key-backup help must document the ASCII-armored key format:\n{h}"
674 );
675 }
676
677 #[test]
678 fn help_documents_backup_key_format() {
679 let h = long_help_of(&["backup-key"]);
680 assert!(
681 h.contains("-----BEGIN PGP PRIVATE KEY BLOCK-----"),
682 "backup-key --out help must document the ASCII-armored key format:\n{h}"
683 );
684 }
685
686 #[test]
687 fn help_documents_export_snapshot_format() {
688 let h = long_help_of(&["export-snapshot"]);
689 // The exact removals.csv header read from the render.rs writer.
690 assert!(
691 h.contains("event,kind,removed_at,lot,sat,basis,fmv_at_transfer"),
692 "export-snapshot --out help must document the projection CSV headers:\n{h}"
693 );
694 }
695
696 #[test]
697 fn help_documents_import_selections_format() {
698 let h = long_help_of(&["reconcile", "import-selections"]);
699 assert!(
700 h.contains("disposal_ref,origin_event_id,split_sequence,sat"),
701 "import-selections help must document the required CSV header:\n{h}"
702 );
703 }
704
705 #[test]
706 fn help_documents_classify_raw_format() {
707 let h = long_help_of(&["reconcile", "classify-raw"]);
708 // The exact externally-tagged serde shape (Usd = decimal string, sat = integer).
709 assert!(
710 h.contains(r#"{"Acquire":{"sat":2000000,"usd_cost":"1680.00","fee_usd":"5.00","basis_source":"ExchangeProvided"}}"#),
711 "classify-raw --payload-json help must document the JSON payload shape:\n{h}"
712 );
713 }
714
715 #[test]
716 fn help_documents_select_lots_format() {
717 let h = long_help_of(&["reconcile", "select-lots"]);
718 assert!(
719 h.contains("import|coinbase|X#0:25000"),
720 "select-lots --from help must document the <event>#<split>:<sat> pick format:\n{h}"
721 );
722 }
723}