[12.0][MIG] account_tax_balance
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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
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===========
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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Tax Balance
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:alt: License: AGPL-3
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===========
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============
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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Tax Balances
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!! This file is generated by oca-gen-addon-readme !!
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============
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--financial--reporting-lightgray.png?logo=github
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:target: https://github.com/OCA/account-financial-reporting/tree/12.0/account_tax_balance
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:alt: OCA/account-financial-reporting
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/account-financial-reporting-11-0/account-financial-reporting-11-0-account_tax_balance
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
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:target: https://runbot.odoo-community.org/runbot/91/12.0
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:alt: Try me on Runbot
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module allows to compute tax balances within a certain date range.
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This module allows to compute tax balances within a certain date range.
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It depends on date_range module and exposes 'compute' methods that can be called by other modules (like localization ones)
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It depends on date_range module and exposes 'compute' methods that can be called by other modules
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(like localization ones).
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**Table of contents**
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.. contents::
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:local:
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Usage
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Usage
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=====
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=====
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@ -18,46 +43,50 @@ Select the company, the date range, the target moves and 'open taxes'
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.. figure:: /account_tax_balance/static/description/tax_balance.png
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.. figure:: /account_tax_balance/static/description/tax_balance.png
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.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
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:alt: Try me on Runbot
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:target: https://runbot.odoo-community.org/runbot/91/11.0
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Bug Tracker
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Bug Tracker
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===========
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===========
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Bugs are tracked on `GitHub Issues
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-reporting/issues>`_.
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<https://github.com/OCA/account-financial-reporting/issues>`_. In case of trouble, please
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In case of trouble, please check there if your issue has already been reported.
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check there if your issue has already been reported. If you spotted it first,
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If you spotted it first, help us smashing it by providing a detailed and welcomed
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help us smashing it by providing a detailed and welcomed feedback.
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`feedback <https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20account_tax_balance%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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Credits
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=======
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=======
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Images
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Authors
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------
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~~~~~~~
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* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_.
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* Agile Business Group
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* Therp BV
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* Tecnativa
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* ACSONE SA/NV
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Contributors
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Contributors
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------------
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~~~~~~~~~~~~
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* Lorenzo Battistini <lorenzo.battistini@agilebg.com>
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* Lorenzo Battistini <lorenzo.battistini@agilebg.com>
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* Giovanni Capalbo <giovanni@therp.nl>
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* Giovanni Capalbo <giovanni@therp.nl>
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* Tecnativa - Antonio Espinosa
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* Tecnativa - Antonio Espinosa
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* Tecnativa - Pedro M. Baeza
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* Tecnativa - Pedro M. Baeza
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* ACSONE SA/NV - Stéphane Bidoul
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* ACSONE SA/NV - Stéphane Bidoul
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* Andrea Stirpe <a.stirpe@onestein.nl>
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Maintainer
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Maintainers
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----------
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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:target: https://odoo-community.org
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This module is maintained by the OCA.
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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promote its widespread use.
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To contribute to this module, please visit https://odoo-community.org.
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This module is part of the `OCA/account-financial-reporting <https://github.com/OCA/account-financial-reporting/tree/12.0/account_tax_balance>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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{
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{
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"name": "Tax Balance",
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"name": "Tax Balance",
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"summary": "Compute tax balances based on date range",
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"summary": "Compute tax balances based on date range",
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"version": "11.0.1.0.0",
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"version": "12.0.1.0.0",
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"category": "Accounting & Finance",
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"category": "Invoices & Payments",
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"website": "https://www.agilebg.com/",
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"website": "https://github.com/OCA/account-financial-reporting",
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"author": "Agile Business Group, Therp BV, Tecnativa, ACSONE SA/NV, "
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"author": "Agile Business Group, Therp BV, Tecnativa, ACSONE SA/NV, "
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"Odoo Community Association (OCA)",
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"Odoo Community Association (OCA)",
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"license": "AGPL-3",
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"license": "AGPL-3",
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"application": False,
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"installable": True,
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"installable": True,
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"depends": [
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"depends": [
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"account",
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"account",
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"views/account_tax_view.xml",
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"views/account_tax_view.xml",
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],
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],
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"images": [
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"images": [
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'images/tax_balance.png',
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"images/tax_balance.png",
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]
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]
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}
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}
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# © 2016 Antonio Espinosa <antonio.espinosa@tecnativa.com>
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# © 2016 Antonio Espinosa <antonio.espinosa@tecnativa.com>
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from openerp import models, fields, api
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from odoo import api, fields, models
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class AccountMove(models.Model):
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class AccountMove(models.Model):
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_inherit = 'account.move'
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_inherit = 'account.move'
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move_type = fields.Selection(
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@api.model
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string="Move type", selection=[
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def _selection_move_type(self):
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return [
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('other', 'Other'),
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('other', 'Other'),
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('liquidity', 'Liquidity'),
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('liquidity', 'Liquidity'),
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('receivable', 'Receivable'),
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('receivable', 'Receivable'),
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('receivable_refund', 'Receivable refund'),
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('receivable_refund', 'Receivable refund'),
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('payable', 'Payable'),
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('payable', 'Payable'),
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('payable_refund', 'Payable refund'),
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('payable_refund', 'Payable refund'),
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], compute='_compute_move_type', store=True, readonly=True)
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]
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move_type = fields.Selection(
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selection='_selection_move_type',
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compute='_compute_move_type', store=True, readonly=True)
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@api.multi
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@api.multi
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@api.depends(
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@api.depends(
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# © 2016 Antonio Espinosa <antonio.espinosa@tecnativa.com>
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# © 2016 Antonio Espinosa <antonio.espinosa@tecnativa.com>
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from openerp import models, fields, api, _
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from odoo import _, api, fields, models
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class AccountTax(models.Model):
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class AccountTax(models.Model):
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for tax in self:
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for tax in self:
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tax.has_moves = tax.id in ids_with_moves
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tax.has_moves = tax.id in ids_with_moves
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@api.model
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def _is_unsupported_search_operator(self, operator):
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return operator != '='
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@api.model
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@api.model
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def _search_has_moves(self, operator, value):
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def _search_has_moves(self, operator, value):
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if operator != '=' or not value:
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if self._is_unsupported_search_operator(operator) or not value:
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raise ValueError(_("Unsupported search operator"))
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raise ValueError(_("Unsupported search operator"))
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ids_with_moves = self._account_tax_ids_with_moves()
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ids_with_moves = self._account_tax_ids_with_moves()
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return [('id', 'in', ids_with_moves)]
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return [('id', 'in', ids_with_moves)]
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* Lorenzo Battistini <lorenzo.battistini@agilebg.com>
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* Giovanni Capalbo <giovanni@therp.nl>
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* Tecnativa - Antonio Espinosa
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* Tecnativa - Pedro M. Baeza
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* ACSONE SA/NV - Stéphane Bidoul
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* Andrea Stirpe <a.stirpe@onestein.nl>
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@ -0,0 +1,3 @@
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This module allows to compute tax balances within a certain date range.
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It depends on date_range module and exposes 'compute' methods that can be called by other modules
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(like localization ones).
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@ -0,0 +1,5 @@
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Accounting --> Reporting --> Taxes Balance
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Select the company, the date range, the target moves and 'open taxes'
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.. figure:: /account_tax_balance/static/description/tax_balance.png
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@ -2,11 +2,13 @@
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# © 2016 Giovanni Capalbo <giovanni@therp.nl>
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# © 2016 Giovanni Capalbo <giovanni@therp.nl>
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from openerp.fields import Date
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from openerp.tests.common import HttpCase
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from datetime import datetime
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from datetime import datetime
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from dateutil.rrule import MONTHLY
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from dateutil.rrule import MONTHLY
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from odoo.fields import Date
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from odoo.tests.common import HttpCase
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class TestAccountTaxBalance(HttpCase):
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class TestAccountTaxBalance(HttpCase):
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at_install = False
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at_install = False
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# change the state of refund to open by clicking Validate button
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# change the state of refund to open by clicking Validate button
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refund.action_invoice_open()
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refund.action_invoice_open()
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# force the _compute_balance() to be triggered
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tax._compute_balance()
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self.assertEqual(tax.base_balance, 75.)
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self.assertEqual(tax.base_balance, 75.)
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self.assertEqual(tax.balance, 7.5)
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self.assertEqual(tax.balance, 7.5)
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self.assertEqual(tax.base_balance_regular, 100.)
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self.assertEqual(tax.base_balance_regular, 100.)
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License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
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License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
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<odoo>
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<odoo>
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<record id="view_move_tree" model="ir.ui.view">
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<record id="view_move_tree" model="ir.ui.view">
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<field name="name">Add move type column</field>
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<field name="name">Add move type column</field>
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<field name="model">account.move</field>
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<field name="model">account.move</field>
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<field name="inherit_id" ref="account.view_account_move_filter"/>
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<field name="inherit_id" ref="account.view_account_move_filter"/>
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<field name="arch" type="xml">
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<field name="arch" type="xml">
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<group expand="0" position="inside">
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<group expand="0" position="inside">
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<filter string="Move type" domain="[]" context="{'group_by':'move_type'}"/>
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<filter name="move_type" string="Move type" domain="[]" context="{'group_by':'move_type'}"/>
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</group>
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</group>
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</field>
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</field>
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</record>
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</record>
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<field name="type_tax_use"/>
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<field name="type_tax_use"/>
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<field name="account_id"/>
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<field name="account_id"/>
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<group expand="0" string="Group By">
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<group expand="0" string="Group By">
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<filter string="Tax Group" domain="[]" context="{'group_by':'tax_group_id'}"/>
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<filter name="tax_group" string="Tax Group" domain="[]" context="{'group_by':'tax_group_id'}"/>
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<filter string="Tax Scope" domain="[]" context="{'group_by':'type_tax_use'}"/>
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<filter name="tax_scope" string="Tax Scope" domain="[]" context="{'group_by':'type_tax_use'}"/>
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<filter string="Account" domain="[]" context="{'group_by':'account_id'}"/>
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<filter name="tax_account" string="Account" domain="[]" context="{'group_by':'account_id'}"/>
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</group>
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</group>
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</search>
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</search>
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</field>
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</field>
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# © 2016 Lorenzo Battistini - Agile Business Group
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# © 2016 Lorenzo Battistini - Agile Business Group
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from openerp import models, fields, api
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from odoo import api, fields, models
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class OpenTaxBalances(models.TransientModel):
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class WizardOpenTaxBalances(models.TransientModel):
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_name = 'wizard.open.tax.balances'
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_name = 'wizard.open.tax.balances'
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_description = 'Wizard Open Tax Balances'
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company_id = fields.Many2one(
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company_id = fields.Many2one(
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'res.company', 'Company', required=True,
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'res.company', 'Company', required=True,
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default=lambda self: self.env.user.company_id)
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default=lambda self: self.env.user.company_id)
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<odoo>
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<odoo>
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<record id="wizard_open_tax_balances" model="ir.ui.view">
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<record id="wizard_open_tax_balances" model="ir.ui.view">
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<field name="name">wizard_open_tax_balances</field>
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<field name="model">wizard.open.tax.balances</field>
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<field name="model">wizard.open.tax.balances</field>
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<field name="arch" type="xml">
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<field name="arch" type="xml">
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<form string="Taxes Balance">
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<form string="Taxes Balance">
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