tktax-analysis

Overview

tktax-analysis is a Rust crate dedicated to robust, production-grade tax and financial data analysis (ἀνάλυσις). It integrates multiple transaction sources (e.g., Amazon purchases, charity donatio (Latin), medical records, etc.) and provides an extensible framework for categorization, histogram generation, and summarization. By capitalizing on a composable set of traits and robust error handling, this crate streamlines year-end reporting, business expense analysis, philanthropic contributions, and beyond.

Core capabilities:

• Account Analysis: Parameterized via AccountAnalysis<TxCat> for any user-defined TransactionCategory.
• Hooks: AccountAnalysisHooks enable flexible instantiation of business and medical transaction sets, donation builders, and category maps.
• Donations: Structured philanthropic data ingestion, including optional Amazon item mappings.
• Monthly and Histogram Summaries: Summaries by month and visual histograms to highlight bursts or spikes in financial flow.
• Extensive Reporting: Configurable for short or full reports (via AccountAnalysisFlags) to highlight medical/insurance expenses, treasury transactions, checks, and more.

Example Usage

use tktax_analysis::*;
use tktax_transaction_category::MyCustomCategory; // a user-defined TxCat

fn main() -> Result<(), AccountError> {
    // Acquire program config from your environment or configuration file
    let program_config = ProgramConfig::new(/* ... */);

    // Construct hooks for specialized analysis
    let hooks = AccountAnalysisHooksBuilder::default()
        .program_config(program_config)
        // Provide user-defined function pointers for custom data initialization
        .create_amazon_biz_expenses_fn(Some(my_create_amazon_biz_expenses))
        // ...
        .build()
        .map_err(|e| AccountError::new(/* handle error without unwrap */))?;

    // Prepare account list, donation config, etc.
    let year = TrackedYear::new(2025);
    let accounts = vec![AccountKind::Checking, AccountKind::Credit];
    let donation_config = Some(DonationConfig::new(/* ... */));

    // Perform the full analysis
    hooks.run_analysis::<MyCustomCategory>(year, accounts, donation_config.as_ref())?;

    Ok(())
}

1. Implement your custom TransactionCategory for domain-specific categorization.
2. Construct the required hooks and category map with your data.
3. Execute run_analysis to produce short or comprehensive financial reports.
4. Leverage the modular trait-based architecture for specialized reporting tasks, from medical disbursements to philanthropic itemization.

Features

• run_analysis fosters end-to-end data ingestion and processing.
• Bitflags in AccountAnalysisFlags deliver flexible configuration (e.g., partial or complete reports).
• Rigorously typed error-handling ensures resilience in production environments.
• Straightforward extension points (ShowAccountSummary, ShowMonthlySummary, etc.) let you adapt analysis logic to custom data structures.

License

tktax-analysis is distributed under terms compatible with typical open-source licenses (e.g., MIT). Refer to LICENSE for details.