feat: track annual tax settlement (Steuerbescheid) on /reports/tax-quarter/#196
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Adds Nachzahlung / Erstattung tracking to /reports/tax-quarter/.
Previously the page only showed quarterly advance payments (Vorauszahlungen)
with no way to record what the Finanzamt actually assessed after filing.
Model: TaxYearNote gains two nullable fields:
settlement_amount — positive = Nachzahlung, negative = Erstattung
settlement_date — date of the Bescheid
View: tax_quarter_overview passes the settlement + net tax position
(advance payments + settlement) to context.
save_tax_year_note accepts the two new fields via the existing
/reports/tax-summary/note/ endpoint.
Template: new "Steuerbescheid" section below the quarterly table with an
Alpine.js inline editor, result display (colour-coded owe/refund), and
net-tax-position line. Template fully wrapped in {% trans %} per P-039.
CSS: .settlement-result / .settlement-result--owe / --refund added to
tailwind.css; no inline styles.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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Summary
/reports/tax-quarter/previously only tracked quarterly advance payments (Vorauszahlungen) with no way to record the annual settlement outcomeChanges
TaxYearNotemodel: two new nullable fields (settlement_amount,settlement_date) + migration 0008save_tax_year_noteendpoint extended to accept both fields (existing/reports/tax-summary/note/URL, no new routes)tax_quarter_overviewfetches and passes settlement data + net position to context.settlement-result,.settlement-result--owe,.settlement-result--refundintailwind.cssTest plan
/reports/tax-quarter/?year=2025— Steuerbescheid section shows "No assessment recorded yet" with a "Record assessment" button🤖 Generated with Claude Code