[13.0][MIG] account_tax_balance
parent
a18cc7652f
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3c37b1647a
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@ -6,7 +6,7 @@
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{
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"name": "Tax Balance",
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"summary": "Compute tax balances based on date range",
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"version": "12.0.2.0.0",
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"version": "13.0.1.0.0",
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"category": "Invoices & Payments",
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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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@ -22,7 +22,6 @@ class AccountMove(models.Model):
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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.depends(
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'line_ids.account_id.internal_type', 'line_ids.balance',
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'line_ids.account_id.user_type_id.type'
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@ -1,16 +1,15 @@
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# Copyright 2017 ACSONE SA/NV
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from odoo import api, models
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from odoo import models
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class AccountMoveLine(models.Model):
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_inherit = 'account.move.line'
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@api.model_cr
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def init(self):
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res = super(AccountMoveLine, self).init()
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res = super().init()
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self._cr.execute("""
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SELECT indexname FROM pg_indexes
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WHERE indexname = 'account_move_line_date_tax_line_id_idx'
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@ -75,7 +75,6 @@ class AccountTax(models.Model):
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req, (company_ids, from_date, to_date, company_ids))
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return [r[0] for r in self.env.cr.fetchall()]
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@api.multi
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def _compute_has_moves(self):
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ids_with_moves = set(self._account_tax_ids_with_moves())
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for tax in self:
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@ -186,32 +185,26 @@ class AccountTax(models.Model):
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vals['domain'] = domain
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return vals
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@api.multi
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def view_tax_lines(self):
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self.ensure_one()
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return self.get_lines_action(tax_or_base='tax')
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@api.multi
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def view_base_lines(self):
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self.ensure_one()
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return self.get_lines_action(tax_or_base='base')
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@api.multi
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def view_tax_regular_lines(self):
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self.ensure_one()
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return self.get_lines_action(tax_or_base='tax', move_type='regular')
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@api.multi
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def view_base_regular_lines(self):
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self.ensure_one()
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return self.get_lines_action(tax_or_base='base', move_type='regular')
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@api.multi
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def view_tax_refund_lines(self):
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self.ensure_one()
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return self.get_lines_action(tax_or_base='tax', move_type='refund')
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@api.multi
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def view_base_refund_lines(self):
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self.ensure_one()
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return self.get_lines_action(tax_or_base='base', move_type='refund')
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@ -1,5 +1,6 @@
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# © 2016 Lorenzo Battistini - Agile Business Group
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# © 2016 Giovanni Capalbo <giovanni@therp.nl>
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# Copyright 2016 Lorenzo Battistini - Agile Business Group
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# Copyright 2016 Giovanni Capalbo <giovanni@therp.nl>
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# Copyright 2019 Andrea Stirpe <a.stirpe@onestein.nl>
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from datetime import datetime
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@ -15,7 +16,7 @@ from odoo.tests.common import HttpCase
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class TestAccountTaxBalance(HttpCase):
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def setUp(self):
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super(TestAccountTaxBalance, self).setUp()
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super().setUp()
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self.range_type = self.env['date.range.type'].create(
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{'name': 'Fiscal year',
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'company_id': False,
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@ -28,7 +29,7 @@ class TestAccountTaxBalance(HttpCase):
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'name_prefix': '%s-' % self.current_year,
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'type_id': self.range_type.id,
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'duration_count': 1,
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'unit_of_time': MONTHLY,
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'unit_of_time': str(MONTHLY),
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'count': 12})
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range_generator.action_apply()
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self.range = self.env['date.range']
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@ -45,12 +46,7 @@ class TestAccountTaxBalance(HttpCase):
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'name': 'Tax 10.0%',
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'amount': 10.0,
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'amount_type': 'percent',
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'account_id': tax_account_id,
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})
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invoice_account_id = self.env['account.account'].search(
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[('user_type_id', '=', self.env.ref(
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'account.data_account_type_receivable'
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).id)], limit=1).id
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invoice_line_account_id = self.env['account.account'].create({
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'user_type_id': self.env.ref(
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'account.data_account_type_expenses'
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@ -58,27 +54,28 @@ class TestAccountTaxBalance(HttpCase):
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'code': 'EXPTEST',
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'name': 'Test expense account',
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}).id
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invoice = self.env['account.invoice'].create({
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product = self.env.ref('product.product_product_4')
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invoice = self.env['account.move'].create({
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'partner_id': self.env.ref('base.res_partner_2').id,
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'account_id': invoice_account_id,
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'type': 'out_invoice',
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'invoice_line_ids': [
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(0, None, {
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'product_id': product.id,
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'quantity': 1.0,
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'price_unit': 100.0,
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'name': 'product that cost 100',
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'account_id': invoice_line_account_id,
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'tax_ids': [(6, 0, [tax.id])],
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}),
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]
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})
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self.env['account.invoice.line'].create({
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'product_id': self.env.ref('product.product_product_4').id,
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'quantity': 1.0,
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'price_unit': 100.0,
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'invoice_id': invoice.id,
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'name': 'product that cost 100',
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'account_id': invoice_line_account_id,
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'invoice_line_tax_ids': [(6, 0, [tax.id])],
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})
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invoice._onchange_invoice_line_ids()
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invoice._convert_to_write(invoice._cache)
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self.assertEqual(invoice.state, 'draft')
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# change the state of invoice to open by clicking Validate button
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invoice.action_invoice_open()
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invoice.action_post()
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self.assertEqual(tax.base_balance, 100.)
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self.assertEqual(tax.balance, 10.)
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@ -116,12 +113,12 @@ class TestAccountTaxBalance(HttpCase):
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base_action = tax.view_base_lines()
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tax_action_move_lines = self.env['account.move.line'].\
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search(tax_action['domain'])
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self.assertTrue(invoice.move_id.line_ids & tax_action_move_lines)
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self.assertTrue(invoice.line_ids & tax_action_move_lines)
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self.assertEqual(
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tax_action['xml_id'], 'account.action_account_moves_all_tree')
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base_action_move_lines = self.env['account.move.line'].\
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search(base_action['domain'])
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self.assertTrue(invoice.move_id.line_ids & base_action_move_lines)
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self.assertTrue(invoice.line_ids & base_action_move_lines)
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self.assertEqual(
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base_action['xml_id'], 'account.action_account_moves_all_tree')
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@ -131,27 +128,28 @@ class TestAccountTaxBalance(HttpCase):
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state_list = tax.get_target_state_list(target_move='whatever')
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self.assertEqual(state_list, [])
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refund = self.env['account.invoice'].create({
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product = self.env.ref('product.product_product_2')
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refund = self.env['account.move'].create({
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'partner_id': self.env.ref('base.res_partner_2').id,
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'account_id': invoice_account_id,
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'type': 'out_refund',
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'invoice_line_ids': [
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(0, None, {
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'product_id': product.id,
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'quantity': 1.0,
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'price_unit': 25.0,
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'name': 'returned product that cost 25',
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'account_id': invoice_line_account_id,
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'tax_ids': [(6, 0, [tax.id])],
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}),
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]
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})
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self.env['account.invoice.line'].create({
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'product_id': self.env.ref('product.product_product_2').id,
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'quantity': 1.0,
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'price_unit': 25.0,
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'invoice_id': refund.id,
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'name': 'returned product that cost 25',
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'account_id': invoice_line_account_id,
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'invoice_line_tax_ids': [(6, 0, [tax.id])],
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})
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refund._onchange_invoice_line_ids()
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refund._convert_to_write(invoice._cache)
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self.assertEqual(refund.state, 'draft')
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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_post()
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# force the _compute_balance() to be triggered
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tax._compute_balance()
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@ -164,9 +162,12 @@ class TestAccountTaxBalance(HttpCase):
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self.assertEqual(tax.balance_refund, -2.5)
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# Taxes on liquidity type moves are included
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tax_repartition_line = tax.invoice_repartition_line_ids\
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.filtered(lambda line: line.repartition_type == 'tax')
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liquidity_account_id = self.env['account.account'].search(
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[('internal_type', '=', 'liquidity')], limit=1).id
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self.env['account.move'].create({
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move = self.env['account.move'].create({
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'type': 'entry',
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'date': Date.context_today(self.env.user),
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'journal_id': self.env['account.journal'].search(
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[('type', '=', 'bank')], limit=1).id,
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@ -183,13 +184,14 @@ class TestAccountTaxBalance(HttpCase):
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'name': 'Bank Fees',
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'tax_ids': [(4, tax.id)]
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}), (0, 0, {
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'account_id': tax.account_id.id,
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'account_id': tax_account_id,
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'debit': 0,
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'credit': 10,
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'name': 'Bank Fees',
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'tax_line_id': tax.id,
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'tax_repartition_line_id': tax_repartition_line.id,
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})],
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}).post()
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})
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move.action_post()
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tax.refresh()
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self.assertEqual(tax.base_balance, 175.)
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self.assertEqual(tax.balance, 17.5)
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@ -12,7 +12,6 @@
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<tree string="Account Tax" create="false" delete="false">
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<field name="name"/>
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<field name="description" string="Short Name"/>
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<field name="account_id"/>
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<field name="balance_regular" sum="Total"/>
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<button type="object" name="view_tax_regular_lines"
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string="View tax regular lines" icon="fa-search-plus"/>
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@ -42,14 +41,11 @@
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<field name="arch" type="xml">
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<search string="Account Tax">
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<field name="name"/>
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<field name="tag_ids"/>
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<field name="description" string="Short Name"/>
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<field name="type_tax_use"/>
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<field name="account_id"/>
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<group expand="0" string="Group By">
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<filter name="tax_group" string="Tax Group" domain="[]" context="{'group_by':'tax_group_id'}"/>
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<filter name="tax_scope" string="Tax Scope" domain="[]" context="{'group_by':'type_tax_use'}"/>
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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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</search>
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</field>
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@ -58,7 +54,6 @@
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<record id="action_tax_balances_tree" model="ir.actions.act_window">
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<field name="name">Taxes Balance</field>
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<field name="res_model">account.tax</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree</field>
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<field name="domain">[('has_moves', '=', True)]</field>
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<field name="view_id" ref="view_tax_tree_balance"/>
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@ -27,7 +27,6 @@ class WizardOpenTaxBalances(models.TransientModel):
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else:
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self.from_date = self.to_date = None
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@api.multi
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def open_taxes(self):
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self.ensure_one()
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action = self.env.ref('account_tax_balance.action_tax_balances_tree')
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@ -26,7 +26,6 @@
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<record id="action_open_tax_balances" model="ir.actions.act_window">
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<field name="name">Taxes Balance</field>
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<field name="res_model">wizard.open.tax.balances</field>
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<field name="view_type">form</field>
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<field name="view_mode">form</field>
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<field name="view_id" ref="wizard_open_tax_balances"/>
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<field name="target">new</field>
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