Add paid tax field to config for tracking YTD tax payments

Author: bufdev

internal/ibctl/ibctlconfig/ibctlconfig.go

@@ -112,6 +112,8 @@ type ExternalTaxConfigV1 struct {
 	DividendTax float64 `yaml:"dividend_tax"`
 	// InterestTax is the tax rate on interest and bond coupon income (e.g., 0.5353 for 53.53%).
 	InterestTax float64 `yaml:"interest_tax"`
+	// Paid maps currency codes to the total tax amount already paid this year (e.g., {"USD": "50000", "CAD": "30000"}).
+	Paid map[string]string `yaml:"paid"`
 }
 
 // ExternalCategorizationV1 holds classification metadata for a symbol in v1 config.
@@ -183,6 +185,8 @@ type Config struct {
 	TaxRateDividend float64
 	// TaxRateInterest is the tax rate on interest and bond coupon income (e.g., 0.5353).
 	TaxRateInterest float64
+	// TaxPaid maps currency codes to tax amounts already paid in micros for the current year.
+	TaxPaid map[string]int64
 	// CashInterestRates maps currency codes to annual interest rates on cash balances.
 	CashInterestRates map[string]float64
 	// OptionsDataProviders is the ordered list of options data providers for covered call screening.
@@ -280,11 +284,21 @@ func NewConfigV1(externalConfig ExternalConfigV1, dirPath string) (*Config, erro
 	}
 	// Extract tax rates if configured (zero defaults mean no tax impact).
 	var taxRateSTCG, taxRateLTCG, taxRateDividend, taxRateInterest float64
+	// Initialize taxPaid outside the nil check so it is always available for the Config struct.
+	taxPaid := make(map[string]int64)
 	if externalConfig.Taxes != nil {
 		taxRateSTCG = externalConfig.Taxes.STCG
 		taxRateLTCG = externalConfig.Taxes.LTCG
 		taxRateDividend = externalConfig.Taxes.DividendTax
 		taxRateInterest = externalConfig.Taxes.InterestTax
+		// Parse tax paid amounts if configured (empty map means no payments recorded).
+		for currency, value := range externalConfig.Taxes.Paid {
+			units, micros, err := mathpb.ParseToUnitsMicros(value)
+			if err != nil {
+				return nil, fmt.Errorf("invalid taxes.paid amount for %s: %w", currency, err)
+			}
+			taxPaid[strings.ToUpper(currency)] = units*1_000_000 + micros
+		}
 	}
 	// Parse and validate additions from non-IBKR brokers.
 	additions, additionLastPrices, err := parseAdditions(externalConfig.Additions, accountAliases)
@@ -326,6 +340,7 @@ func NewConfigV1(externalConfig ExternalConfigV1, dirPath string) (*Config, erro
 		TaxRateLTCG:          taxRateLTCG,
 		TaxRateDividend:      taxRateDividend,
 		TaxRateInterest:      taxRateInterest,
+		TaxPaid:              taxPaid,
 		Additions:            additions,
 		AdditionLastPrices:   additionLastPrices,
 		RealtimeSymbols:      realtimeSymbols,