Initial commit: OCA Financial packages (186 packages)

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/README.md

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+# Avalara Avatax Certified Connector
+
+Odoo addon: account_avatax_oca
+
+## Installation
+
+```bash
+pip install odoo-bringout-oca-account-fiscal-rule-account_avatax_oca
+```
+
+## Dependencies
+
+This addon depends on:
+- sale_stock
+- base_geolocalize
+
+## Manifest Information
+
+- **Name**: Avalara Avatax Certified Connector
+- **Version**: 16.0.1.7.0
+- **Category**: Accounting
+- **License**: AGPL-3
+- **Installable**: True
+
+## Source
+
+Based on [OCA/account-fiscal-rule](https://github.com/OCA/account-fiscal-rule) branch 16.0, addon `account_avatax_oca`.
+
+## License
+
+This package maintains the original AGPL-3 license from the upstream Odoo project.
+
+## Documentation
+
+- Overview: doc/OVERVIEW.md
+- Architecture: doc/ARCHITECTURE.md
+- Models: doc/MODELS.md
+- Controllers: doc/CONTROLLERS.md
+- Wizards: doc/WIZARDS.md
+- Install: doc/INSTALL.md
+- Usage: doc/USAGE.md
+- Configuration: doc/CONFIGURATION.md
+- Dependencies: doc/DEPENDENCIES.md
+- Troubleshooting: doc/TROUBLESHOOTING.md
+- FAQ: doc/FAQ.md

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/README.rst

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+==================================
+Avalara Avatax Certified Connector
+==================================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:7f9e0f6757252679c2b9dd5853a0ef54dd73e94fb1ff3289c902ef982cda6ea5
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Production/Stable
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--fiscal--rule-lightgray.png?logo=github
+    :target: https://github.com/OCA/account-fiscal-rule/tree/16.0/account_avatax_oca
+    :alt: OCA/account-fiscal-rule
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/account-fiscal-rule-16-0/account-fiscal-rule-16-0-account_avatax_oca
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/account-fiscal-rule&target_branch=16.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+.. |avataxbadge1| image:: https://raw.githubusercontent.com/OCA/account-fiscal-rule/16.0/account_avatax_oca/static/description/SalesTax.png
+    :target: https://developer.avalara.com/certification/avatax/sales-tax-badge/
+    :alt: Sales Tax Certification
+    :width: 250
+.. |avataxbadge2| image:: https://raw.githubusercontent.com/OCA/account-fiscal-rule/16.0/account_avatax_oca/static/description/Refunds.png
+    :target: https://developer.avalara.com/certification/avatax/refunds-credit-memos-badge/
+    :alt: Refunds Certification
+    :width: 250
+.. |avataxbadge3| image:: https://raw.githubusercontent.com/OCA/account-fiscal-rule/16.0/account_avatax_oca/static/description/AddressValidation.png
+    :target: https://developer.avalara.com/certification/avatax/address-validation-badge/
+    :alt: Address Validation Certification
+    :width: 250
+
+|avataxbadge1| |avataxbadge2| |avataxbadge3|
+
+Odoo provides integration with AvaTax, a tax solution software by Avalara
+which includes sales tax calculation for all US states and territories
+and all Canadian provinces and territories (including GST, PST, and HST).
+
+This module is capable of automatically detecting origin (Output Warehouse)
+and destination (Client Address), then calculating and reporting taxes
+to the user's Avalara account as well as a recording the correct sales taxes
+for the validated addresses within Odoo ERP.
+
+This module is compatible both with the Odoo Enterprise and Odoo Community
+editions.
+
+An Avatax account is needed. Account information to access
+the Avatax dashboard can be obtained through the Avalara website here:
+https://www.avalara.com/products/calculations.html
+
+Once configured, the module operates in the background and performs
+calculations and reporting seamlessly to the AvaTax server.
+
+This guide includes instructions for the following elements:
+
+- Activating your organization's AvaTax account and downloading the product
+- Entering the AvaTax credentials into your Odoo database and configuring it
+  to use AvaTax services and features within Odoo
+
+Note: Test the module before deploying in live environment.
+All changes to the AvaTax settings must be performed by a user with
+administrative access rights.
+
+
+**IMPORTANT - resolving name conflict with Odoo EE**
+
+Avatax support was added to Odoo EE 14 and 15.
+Unfortunately the module names used are the same as the OCA ones,
+and because of this name collision the OCA modules were forced to change name.
+
+The main module was renamed from ``account_avatax`` (now used by Odoo EE) to
+``account_avatax_oca``.
+
+To apply this change in your odoo database and continue using the OCA Avalara certified
+connector:
+
+  1. Ensure you have the latest version from the OCA, and you see ``account_avatax_oca``
+       in your Apps list.
+  2. Install the new ``account_avatax_oca`` module
+  3. Unistall the ``account_avatax`` module
+  4. Confirm that your configurations were kept safe, in particular:
+       Avatax API, "Avatax" default Fiscal Position, and "Avatax" default Tax record.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Installation
+============
+
+Before installing the Avatax app, the Avalara Python client
+must be installed in your system.
+It is available at https://pypi.org/project/Avalara.
+
+Typically it can be installed in your system usin ``pip``::
+
+    pip3 install Avalara
+
+The base app, ``account_Avatax``, adds Avatax support to Customer Invoices.
+Inthe official app store: https://apps.odoo.com/apps/modules/15.0/account_avatax/
+
+The ``account_avatax_sale`` extension adds support to Quotations / Sales Orders.
+Inthe official app store: https://apps.odoo.com/apps/modules/15.0/account_avatax_sale/
+
+In most cases you will want to download and install both modules.
+
+To install the Avatax app:
+
+- Download the AvaTax modules
+- Extract the downloaded files
+- Upload the extracted directories into your Odoo module/addons directory
+- Log into Odoo as an Administrator and enable the Developer Mode, in 'Settings'
+- Navigate to 'Apps', select the 'Update Apps List' menu, to have the new apps listed.
+- In the Apps list, search for 'AvaTax'
+- Click on the Install button. If available, the ``account_avatax_sale`` module will
+  also be installed automatically.
+
+Configuration
+=============
+
+To configure an Odoo company to use Avatax, follow these steps.
+Note tha tsome of them might be configured out of the box
+for the Odoo default company.
+
+1. Configure AvaTax API Connection
+2. Configure Company Taxes
+3. Configure Customers
+4. Configure Products
+
+
+Configure Avatax API Connection
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Before you can configure the Odoo Avatax connector,
+you will need some connection details ready:
+
+- Login to https://home.avalara.com/
+- Navigate to Settings >> All AvaTax Settings.
+  There you will see the company details.
+- Take note of the Account ID and Company Code
+- Navigate to Settings >> License and API Keys.
+  In the "Reset License Key" tab, click on the "Generate License Key" button,
+  and take note of it.
+
+To configure AvaTax connector in Odoo:
+
+- Navigate to: Accounting/Invoicing App >> Configuration >> AvaTax >> AvaTax API
+- Click on the Create button
+- Fill out the form with the elements collected from the AvaTax website:
+
+  * Account ID
+  * License Key
+  * Service URL: usually Production, or Sandox if you have that available.
+  * Company Code
+
+- Click the Test Connection button
+- Click the Save button
+
+Other Avatax API advanced configurations:
+
+- Tax Calculation tab:
+
+  - Disable Document Recording/Commiting: invoices will not be stored in Avalara
+  - Enable UPC Taxability: this will transmit Odoo's product ean13 number
+    instead of its Internal Reference. If there is no ean13
+    then the Internal Reference will be sent automatically.
+  - Hide Exemption & Tax Based on shipping address -- this will give user ability
+    to hide or show Tax Exemption and Tax Based on shipping address fields
+    at the invoice level.
+
+- Address Validation tab:
+
+  - Automatic Address Validation: automatically attempts
+    to validate on creation and update of customer record,
+    last validation date will be visible and stored
+  - Require Validated Addresses: if validation for customer is required but not valid,
+    the validation will be forced
+  - Return validation results in upper case: validation results
+    will return in upper case form
+
+- Advanced tab:
+
+  - Automatically generate missing customer code: generates a customer code
+    on creation and update of customer profile
+  - Log API requests: enables detailed AvaTax transaction logging within application
+  - Request Timeout: default is 300ms
+  - Countries: countries where AvaTax can be used.
+
+
+Configure Company Taxes
+~~~~~~~~~~~~~~~~~~~~~~~
+
+Each company linked to AvaTax and their associated warehouses
+should be configured to ensure the correct tax is calculated
+and applied for all transactions.
+
+
+Validate Company Address:
+
+- On the AvTax API configuration form, click on the "Company Address" link
+- On the company address form, click on the "validate" button
+  in the "AvaTax" tab
+
+Validate Warehouse Address:
+
+- Navigate to: Inventory >> Configuration >> Warehouse Management >> Warehouses
+- For each warehouse, open the correspoding from view
+- On the Warehouse form, click on the "Address" link
+- On the warehouse address form, click on the "validate" button
+  in the "AvaTax" tab
+
+Fiscal Positions is what tells the AvaTax connector if the AvaTax service
+should be used for a particular Sales Order or Invoice.
+
+Configure Fiscal Position:
+
+- Navigate to: Accounting/Invoicing App >> Configuration >> Accounting
+  >> Fiscal Positions
+- Ensure there is a Fiscal Position record for the Company,
+  with the "Use Avatax API" flag checked
+
+When the appropriate Fiscal Position is being used, and a tax rate is retrieved form
+AvaTax, then the corresponding Tax is automatically created in Odoo
+using a template tax record, that should have the appropriate accounting configurations.
+
+Configure Taxes:
+
+- Navigate to: Accounting/Invoicing App >> Configuration >> Accounting >> Taxes
+- Ensure there is a Tax record for the Company, with the "Is Avatax" flag checked
+  (visible in the "Advanced Options" tab). This Tax should have:
+
+  * Tax Type: Sales
+  * Tax Computation: Percentage of Price
+  * Amount: 0.0%
+  * Distribution for Invoices: ensure correct account configuration
+  * Distribution for Credit Notes: ensure correct account configuration
+
+
+Configure Customers
+~~~~~~~~~~~~~~~~~~~
+
+Exemption codes are allowed for users where they may apply (ex. Government entities).
+ Navigate to: Accounting or Invoicing App >> Configuration >> AvaTax >> Exemption Code
+
+The module is installed with 16 predefined exemption codes.
+ You can add, remove, and modify exemption codes.
+
+Properly configuring each customer ensures the correct tax is calculated
+and applied for all transactions.
+
+Create New Customer
+
+- Navigate to Contacts
+- Click Create button
+
+Configure and Validate Customer Address
+
+- Enter Customer Address
+- Under AvaTax >> Validation, click Validate button
+- AvaTax Module will attempt to match the address you entered
+  with a valid address in its database.
+  Click the Accept button if the address is valid.
+
+Tax Exemption Status
+
+- If the customer is tax exempt, check the box under
+  AvaTax >> Tax Exemption >> Is Tax Exempt and
+- Select the desired Tax Exempt Code from the dropdown menu.
+
+
+Configure Products
+~~~~~~~~~~~~~~~~~~
+
+Create product tax codes to assign to products and/or product categories.
+Navigate to: Accounting or Invoicing App >> Configuration >> AvaTax >> Product Tax Codes.
+
+From here you can add, remove, and modify the product tax codes.
+
+
+Products in Odoo are typically assigned to product categories.
+AvaTax settings can also be assigned to the product category
+when a product category is created.
+
+- Create New Product Category
+
+  - Navigate to: Inventory >> Configuration >> Products >> Product Categories
+  - Click Create button
+
+- Configure Product Category Tax Code
+
+  - Under AvaTax Properties >> Tax Code
+  - Select the desired Tax Code
+
+Usage
+=====
+
+Customer Invoices
+~~~~~~~~~~~~~~~~~
+
+The AvaTax module is integrated into Sales Invoices
+and is applied to each transaction.
+The transaction log in the AvaTax dashboard shows the invoice details
+and displays whether the transaction is in an uncommitted or committed status.
+
+A validated invoice will have a Committed status
+and a cancelled invoice will have a Voided status.
+
+The module will check if there is a selected warehouse
+and will automatically determine the address of the warehouse
+and the origin location.
+If no address is assigned to the warehouse, the company address is used.
+
+Discounts are handled when they are enabled in Odoo's settings.
+They are calculated as a net deduction on the line item cost
+before the total is sent to AvaTax.
+
+Create New Customer Invoice
+^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+- Navigate to: Accounting or Invoicing >> Customers >> Invoices.
+- Click Create button.
+
+Validate Invoice
+^^^^^^^^^^^^^^^^
+
+- Ensure that Tax based on shipping address is checked.
+- Line items should have AVATAX selected under Taxes for internal records.
+- To complete the invoice, click the Validate button.
+- The sale order will now appear in the AvaTax dashboard.
+
+Register Payment
+^^^^^^^^^^^^^^^^
+
+- Click the Register Payment button to finalize the invoice.
+
+
+Customer Refunds
+^^^^^^^^^^^^^^^^
+
+Odoo applies refunds as opposed to voids in its accounting module.
+As with customer invoices, the AvaTax module is integrated
+with customer refunds and is applied to each transaction.
+
+Refunded invoice transactions will be indicated
+ with a negative total in the AvaTax interface.
+
+Initiate Customer Refund
+
+- Navigate to: Accounting or Invoicing >> Customers >> Invoices
+- Select the invoice you wish to refund
+- Click Add Credit Note button
+
+Create Credit Note
+
+- Under Credit Method, select Create a draft credit note.
+- Enter a reason.
+- Click Add Credit Note button.
+
+Note: You will be taken to the Credit Notes list view
+
+Validate Refund
+
+- Select the Credit Note you wish to validate, review and then click Validate button.
+
+Register Refund Payment
+
+- Click Register Payment button to complete a refund
+
+
+Sales Orders
+~~~~~~~~~~~~
+
+The AvaTax module is integrated into Sales Orders and allows computation of taxes.
+Sales order transactions do not appear in the in the AvaTax interface.
+
+The information placed in the sales order will automatically pass to the invoice
+ on the Avalara server and can be viewed in the AvaTax control panel.
+
+Discounts are handled when they are enabled in Odoo's settings.
+They will be reported as a net deduction on the line item cost.
+
+Create New Sales Order
+
+- Navigate to: Sales >> Orders >> Orders
+- Click Create button
+
+Compute Taxes with AvaTax
+
+- The module will calculate tax when the sales order is confirmed,
+  or by navigating to Action >> Update taxes with Avatax.
+  At this step, the sales order will retrieve the tax amount from Avalara
+  but will not report the transaction to the AvaTax dashboard.
+  Only invoice, refund, and payment activity are reported to the dashboard.
+- The module will check if there is a selected warehouse
+  and will automatically determine the address of the warehouse
+  and the origin location. If no address is assigned to the warehouse
+  the module will automatically use the address of the company as its origin.
+  Location code will automatically populate with the warehouse code
+  but can be modified if needed.
+
+Known issues / Roadmap
+======================
+
+The development of this module was driven by US companies to compute Sales Tax.
+
+However the Avatax service supports more use cases, that could be added:
+
+- Add support to EU VAT
+- Add support to US Use Tax on Purchases / vendor Bills
+
+Other improvements that could be added:
+
+- Detect and warn if customers State is not a nexus available for the current account
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-fiscal-rule/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/account-fiscal-rule/issues/new?body=module:%20account_avatax_oca%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+~~~~~~~
+
+* Open Source Integrators
+* Fabrice Henrion
+* Sodexis
+
+Contributors
+~~~~~~~~~~~~
+
+* Odoo SA
+
+  * Fabrice Henrion
+
+* Open Source Integrators (https://opensourceintegrators.com)
+
+  * Daniel Reis <dreis@opensourceintegrators.com>
+  * Bhavesh Odedra <bodedra@opensourceintegrators.com>
+  * Sandip Mangukiya <smangukiya@opensourceintegrators.com>
+  * Nikul Chaudhary <nchaudhary@opensourceintegrators.com>
+
+* Serpent CS
+
+  * Murtuza Saleh
+
+* Sodexis
+
+  * Atchuthan Ubendran
+
+- Kencove (<https://kencove.com>)
+  - Don Kendall \<<kendall@donkendall.com>\>
+  - Mohamed Alkobrosli \<<malkobrosly@kencove.com>\>
+  - Wai-Lun Lin \<<wlin@kencove.com>\>
+
+Other credits
+~~~~~~~~~~~~~
+
+This module was originally developed by Fabrice Henrion at Odoo SA,
+and maintained up to version 11.
+
+For version 12, Fabrice invited partners to migrate this modules to
+later version, and maintain it.
+
+Open Source Integrators performed the migration to Odoo 12
+, and later added support for the more up to date REST API
+, alongside with the legacy SOAP API.
+
+With the addition of the REST API, a deep refactor was introduced,
+changing the tax calculation approach, from just setting the total
+tax amount, to instead adding the tax rates to each document line
+and then having Odoo do all the other computations.
+
+For Odoo 13, the legacy SOAP support was supported, and
+additional refactoring was done to contribute the module
+to the Odoo Community Association.
+
+Maintainers
+~~~~~~~~~~~
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+.. |maintainer-dreispt| image:: https://github.com/dreispt.png?size=40px
+    :target: https://github.com/dreispt
+    :alt: dreispt
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-dreispt| 
+
+This module is part of the `OCA/account-fiscal-rule <https://github.com/OCA/account-fiscal-rule/tree/16.0/account_avatax_oca>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/__init__.py

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+from . import models
+from . import wizard
+from .hooks import pre_init_hook
+from .hooks import post_load_hook

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/__manifest__.py

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+{
+    "name": "Avalara Avatax Certified Connector",
+    "version": "16.0.1.7.0",
+    "author": "Open Source Integrators, Fabrice Henrion,"
+    "Sodexis, Odoo Community Association (OCA)",
+    "summary": "Compute Sales Tax using the Avalara Avatax Service",
+    "license": "AGPL-3",
+    "category": "Accounting",
+    "website": "https://github.com/OCA/account-fiscal-rule",
+    "depends": ["sale_stock", "base_geolocalize"],
+    "pre_init_hook": "pre_init_hook",
+    "post_load": "post_load_hook",
+    "data": [
+        "security/avalara_salestax_security.xml",
+        "security/ir.model.access.csv",
+        "data/avalara_salestax_data.xml",
+        "data/avalara_salestax_exemptions.xml",
+        "wizard/avalara_get_company_code_view.xml",
+        "wizard/avalara_salestax_address_validate_view.xml",
+        "wizard/avalara_salestax_ping_view.xml",
+        "views/avalara_salestax_view.xml",
+        "views/partner_view.xml",
+        "views/product_view.xml",
+        "views/account_move_action.xml",
+        "views/account_move_view.xml",
+        "views/account_tax_view.xml",
+        "views/account_fiscal_position_view.xml",
+    ],
+    "demo": ["demo/avatax_demo.xml"],
+    "images": ["static/description/avatax_icon.png"],
+    "installable": True,
+    "application": True,
+    "external_dependencies": {"python": ["Avalara"]},
+    "development_status": "Production/Stable",
+    "maintainers": ["dreispt"],
+}

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/data/avalara_salestax_data.xml

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+<odoo noupdate="1">
+    <record id="avatax_fiscal_position_us" model="account.fiscal.position">
+        <field name="name">Avatax Tax Mapping (US)</field>
+        <field name="is_avatax" eval="True" />
+        <field name="auto_apply" eval="True" />
+        <field name="country_id" ref="base.us" />
+    </record>
+    <record id="avatax_tax_group" model="account.tax.group">
+        <field name="name">AvaTax</field>
+    </record>
+    <!-- Used as template for automatic Tax records created -->
+    <record id="avatax" model="account.tax">
+        <field name="name">AVATAX</field>
+        <field name="description">Sales Tax</field>
+        <field name="tax_group_id" ref="avatax_tax_group" />
+        <field name="amount_type">percent</field>
+        <field name="amount" eval="0.00" />
+        <field name="type_tax_use">sale</field>
+        <field name="is_avatax">True</field>
+        <field name="country_id" ref="base.us" />
+    </record>
+</odoo>

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/data/avalara_salestax_exemptions.xml

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+<data noupdate="1">
+    <!--
+   Partner Exemption Code
+   -->
+    <record id="federal_government_type" model="exemption.code">
+        <field name="name">Federal Government</field>
+        <field name="code">A</field>
+    </record>
+    <record id="state_government_type" model="exemption.code">
+        <field name="name">State Government</field>
+        <field name="code">B</field>
+    </record>
+    <record id="tribe_indian_band_type" model="exemption.code">
+        <field name="name">Tribe / Status Indian / Indian Band</field>
+        <field name="code">C</field>
+    </record>
+    <record id="foreign_diplomat_type" model="exemption.code">
+        <field name="name">Foreign Diplomat</field>
+        <field name="code">D</field>
+    </record>
+    <record id="charitable_org_type" model="exemption.code">
+        <field name="name">Charitable or Benevolent Org</field>
+        <field name="code">E</field>
+    </record>
+    <record id="religious_eductional_org_type" model="exemption.code">
+        <field name="name">Religious or Educational Org</field>
+        <field name="code">F</field>
+    </record>
+    <record id="resale_type" model="exemption.code">
+        <field name="name">Resale</field>
+        <field name="code">G</field>
+    </record>
+    <record id="commercial_agriculture_production_type" model="exemption.code">
+        <field name="name">Commercial Agricultural Production</field>
+        <field name="code">H</field>
+    </record>
+    <record id="industrial_manufacturer_type" model="exemption.code">
+        <field name="name">Industrial Production / Manufacturer</field>
+        <field name="code">I</field>
+    </record>
+    <record id="direct_pay_permit_type" model="exemption.code">
+        <field name="name">Direct Pay Permit</field>
+        <field name="code">J</field>
+    </record>
+    <record id="direct_mail_type" model="exemption.code">
+        <field name="name">Direct Mail</field>
+        <field name="code">K</field>
+    </record>
+    <record id="other_type" model="exemption.code">
+        <field name="name">Other</field>
+        <field name="code">L</field>
+    </record>
+    <record id="local_government_type" model="exemption.code">
+        <field name="name">Local Government</field>
+        <field name="code">N</field>
+    </record>
+    <record id="commercial_aquaculture_type" model="exemption.code">
+        <field name="name">Commercial Aquaculture</field>
+        <field name="code">P</field>
+    </record>
+    <record id="commercial_fishery_type" model="exemption.code">
+        <field name="name">Commercial Fishery</field>
+        <field name="code">Q</field>
+    </record>
+    <record id="non_resident_type" model="exemption.code">
+        <field name="name">Non-Resident</field>
+        <field name="code">R</field>
+    </record>
+</data>

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/demo/avatax_demo.xml

@@ -0,0 +1,44 @@
+<odoo>
+
+    <record id="avatax_customer" model="res.partner">
+        <field name="name">Washington Customer</field>
+        <field name="street">100 Ravine Ln Ne</field>
+        <field name="city">Bainbridge Island</field>
+        <field name="state_id" ref="base.state_us_48" />
+        <field name="country_id" ref="base.us" />
+        <field name="zip">98110-2687</field>
+    </record>
+
+    <record id="avatax_product_taxcodeP" model="product.tax.code">
+        <field name="name">P0000000</field>
+        <field name="type">product</field>
+    </record>
+    <record id="avatax_product_taxcodeNT" model="product.tax.code">
+        <field name="name">NT</field>
+        <field name="type">product</field>
+    </record>
+    <record id="avatax_product_taxcodeF" model="product.tax.code">
+        <field name="name">FR020100</field>
+        <field name="type">freight</field>
+    </record>
+
+    <record id="avatax_product_sku1" model="product.product">
+        <field name="name">Test Item P0000000</field>
+        <field name="detailed_type">product</field>
+        <field name="list_price">100.0</field>
+        <field name="tax_code_id" ref="avatax_product_taxcodeP" />
+    </record>
+    <record id="avatax_product_sku2" model="product.product">
+        <field name="name">Test Item NT</field>
+        <field name="detailed_type">product</field>
+        <field name="list_price">100.0</field>
+        <field name="tax_code_id" ref="avatax_product_taxcodeNT" />
+    </record>
+    <record id="avatax_product_freight" model="product.product">
+        <field name="name">Common Carrier FR020100</field>
+        <field name="detailed_type">service</field>
+        <field name="list_price">50.0</field>
+        <field name="tax_code_id" ref="avatax_product_taxcodeF" />
+    </record>
+
+</odoo>

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/hooks.py

@@ -0,0 +1,102 @@
+# Copyright (C) 2022 Open Source Integrators
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import _, api
+from odoo.tools import frozendict
+
+from odoo.addons.account.models.account_move_line import AccountMoveLine
+
+
+def pre_init_hook(cr):
+    # Preserve key data when moving from account_avatax to account_avatax_oca
+    # The process is to first install account_avatax_oca
+    # and then uninstall account_avatax
+    cr.execute(
+        """
+        UPDATE ir_model_data
+        SET module = 'account_avatax_oca'
+        WHERE name in ('avatax_fiscal_position_us', 'account_avatax')
+    """
+    )
+
+
+def post_load_hook():  # noqa: C901
+    @api.depends(
+        "tax_ids",
+        "currency_id",
+        "partner_id",
+        "analytic_distribution",
+        "balance",
+        "partner_id",
+        "move_id.partner_id",
+        "price_unit",
+        "quantity",
+    )
+    def _compute_all_tax_new(self):
+        for line in self:
+            sign = line.move_id.direction_sign
+            if line.display_type == "tax":
+                line.compute_all_tax = {}
+                line.compute_all_tax_dirty = False
+                continue
+            if line.display_type == "product" and line.move_id.is_invoice(True):
+                amount_currency = sign * line.price_unit * (1 - line.discount / 100)
+                handle_price_include = True
+                quantity = line.quantity
+            else:
+                amount_currency = line.amount_currency
+                handle_price_include = False
+                quantity = 1
+            compute_all_currency = line.tax_ids.with_context(
+                current_aml=line.id
+            ).compute_all(
+                amount_currency,
+                currency=line.currency_id,
+                quantity=quantity,
+                product=line.product_id,
+                partner=line.move_id.partner_id or line.partner_id,
+                is_refund=line.is_refund,
+                handle_price_include=handle_price_include,
+                include_caba_tags=line.move_id.always_tax_exigible,
+                fixed_multiplicator=sign,
+            )
+            rate = line.amount_currency / line.balance if line.balance else 1
+            line.compute_all_tax_dirty = True
+            line.compute_all_tax = {
+                frozendict(
+                    {
+                        "tax_repartition_line_id": tax["tax_repartition_line_id"],
+                        "group_tax_id": tax["group"] and tax["group"].id or False,
+                        "account_id": tax["account_id"] or line.account_id.id,
+                        "currency_id": line.currency_id.id,
+                        "analytic_distribution": (
+                            (tax["analytic"] or not tax["use_in_tax_closing"])
+                            and line.move_id.state == "draft"
+                        )
+                        and line.analytic_distribution,
+                        "tax_ids": [(6, 0, tax["tax_ids"])],
+                        "tax_tag_ids": [(6, 0, tax["tag_ids"])],
+                        "partner_id": line.move_id.partner_id.id or line.partner_id.id,
+                        "move_id": line.move_id.id,
+                        "display_type": line.display_type,
+                    }
+                ): {
+                    "name": tax["name"]
+                    + (" " + _("(Discount)") if line.display_type == "epd" else ""),
+                    "balance": tax["amount"] / rate,
+                    "amount_currency": tax["amount"],
+                    "tax_base_amount": tax["base"]
+                    / rate
+                    * (-1 if line.tax_tag_invert else 1),
+                }
+                for tax in compute_all_currency["taxes"]
+                if tax["amount"]
+            }
+            if not line.tax_repartition_line_id:
+                line.compute_all_tax[frozendict({"id": line.id})] = {
+                    "tax_tag_ids": [(6, 0, compute_all_currency["base_tags"])],
+                }
+
+    if not hasattr(AccountMoveLine, "_compute_all_tax_origin"):
+        AccountMoveLine._compute_all_tax_origin = AccountMoveLine._compute_all_tax
+    AccountMoveLine._compute_all_tax = _compute_all_tax_new

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/models/__init__.py

@@ -0,0 +1,8 @@
+from . import avalara_salestax
+from . import product
+from . import partner
+from . import account_move
+from . import account_fiscal_position
+from . import account_tax
+from . import res_company
+from . import avatax_rest_api

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/models/account_fiscal_position.py

@@ -0,0 +1,7 @@
+from odoo import fields, models
+
+
+class FiscalPosition(models.Model):
+    _inherit = "account.fiscal.position"
+
+    is_avatax = fields.Boolean(string="Use Avatax API")

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/models/account_move.py

@@ -0,0 +1,532 @@
+import logging
+
+from odoo import _, api, fields, models
+from odoo.exceptions import UserError
+from odoo.tools import float_compare
+
+_logger = logging.getLogger(__name__)
+
+
+class AccountMove(models.Model):
+    """Inherit to implement the tax calculation using avatax API"""
+
+    _inherit = "account.move"
+
+    @api.depends("partner_shipping_id", "partner_id", "company_id")
+    def _compute_onchange_exemption(self):
+        """
+        Set the exemption to use for the Invoice.
+        An exemption can be applied if
+        there an exemption for the delivery address Country + State
+        - Get the delivery address Country & State
+        - Search the invoiced commercial partner addresses
+          for an exemption in this Country & State
+        - In case there is a "country wide" exemption, use it.
+
+        Example:
+        - ACME company partner, USA CA, has exemption status
+        - ACME Invoicing address, USA CA, no exemption status
+        - ACME Delivery address, USA CA, no exemption status
+
+        Invoice to ACME Invoicing, Shipped to ACME Delivery with be exempt.
+
+        For this to work properly, the "exemption_lock" is no longer supported.
+        """
+        for invoice in self.filtered(lambda x: x.state == "draft"):
+            invoice_partner = invoice.partner_id.commercial_partner_id
+            ship_to_address = (
+                hasattr(invoice, "partner_shipping_id")
+                and invoice.partner_shipping_id
+                or invoice_partner
+            )
+            # Find an exemption address matching the Country + State
+            # of the Delivery address
+            exemption_addresses = (
+                invoice_partner | invoice_partner.child_ids
+            ).filtered("property_tax_exempt")
+            exemption_address_naive = exemption_addresses.filtered(
+                lambda a: a.country_id == ship_to_address.country_id
+                and (
+                    a.state_id == ship_to_address.state_id
+                    or invoice_partner.property_exemption_country_wide
+                )
+            )[:1]
+            # Force Company to get the correct values from the Property fields
+            exemption_address = exemption_address_naive.with_company(
+                invoice.company_id.id
+            )
+            invoice.exemption_code = exemption_address.property_exemption_number
+            invoice.exemption_code_id = exemption_address.property_exemption_code_id
+
+    @api.onchange("warehouse_id")
+    def onchange_warehouse_id(self):
+        if self.warehouse_id:
+            if self.warehouse_id.company_id:
+                self.company_id = self.warehouse_id.company_id
+            if self.warehouse_id.code:
+                self.location_code = self.warehouse_id.code
+
+    is_avatax = fields.Boolean(related="fiscal_position_id.is_avatax")
+    invoice_doc_no = fields.Char(
+        "Source/Ref Invoice No",
+        readonly=True,
+        states={"draft": [("readonly", False)]},
+        help="Reference of the invoice",
+    )
+    exemption_code = fields.Char(
+        "Exemption Number",
+        compute=_compute_onchange_exemption,
+        readonly=False,  # New computed writeable fields
+        store=True,
+        help="It show the customer exemption number",
+    )
+    exemption_code_id = fields.Many2one(
+        "exemption.code",
+        "Exemption Code",
+        compute=_compute_onchange_exemption,
+        readonly=False,  # New computed writeable fields
+        store=True,
+        help="It show the customer exemption code",
+    )
+    exemption_locked = fields.Boolean(
+        help="Exemption code won't be automatically changed, "
+        "for instance, when changing the Customer."
+    )
+    tax_on_shipping_address = fields.Boolean(
+        "Tax based on shipping address", default=True
+    )
+    tax_address_id = fields.Many2one(
+        "res.partner", "Tax Shipping Address", compute="_compute_tax_address_id"
+    )
+    location_code = fields.Char(readonly=True, states={"draft": [("readonly", False)]})
+    warehouse_id = fields.Many2one("stock.warehouse", "Warehouse")
+    avatax_amount = fields.Float(string="AvaTax", copy=False)
+    calculate_tax_on_save = fields.Boolean()
+    so_partner_id = fields.Many2one(comodel_name="res.partner", string="SO Partner")
+    avatax_request_log = fields.Text(
+        "Avatax API Request Log", readonly=True, copy=False
+    )
+    avatax_response_log = fields.Text(
+        "Avatax API Response Log", readonly=True, copy=False
+    )
+
+    @api.model
+    @api.depends("company_id")
+    def _compute_hide_exemption(self):
+        avatax_config = self.env.company.get_avatax_config_company()
+        for inv in self:
+            inv.hide_exemption = avatax_config.hide_exemption
+
+    hide_exemption = fields.Boolean(
+        "Hide Exemption & Tax Based on shipping address",
+        compute=_compute_hide_exemption,  # For past transactions visibility
+        default=lambda self: self.env.company.get_avatax_config_company,
+        help="Uncheck the this field to show exemption fields on SO/Invoice form view. "
+        "Also, it will show Tax based on shipping address button",
+    )
+
+    @api.depends("tax_on_shipping_address", "partner_id", "partner_shipping_id")
+    def _compute_tax_address_id(self):
+        for invoice in self:
+            invoice.tax_address_id = (
+                invoice.partner_shipping_id
+                if invoice.tax_on_shipping_address
+                else invoice.partner_id
+            )
+
+    @api.onchange("tax_address_id", "fiscal_position_id")
+    def onchange_reset_avatax_amount(self):
+        """
+        When changing quantities or prices, reset the Avatax computed amount.
+        The Odoo computed tax amount will then be shown, as a reference.
+        The Avatax amount will be recomputed upon document validation.
+        """
+        for inv in self:
+            inv.avatax_amount = 0
+            for line in inv.invoice_line_ids:
+                line.avatax_amt_line = 0
+
+    # Same as v12
+    def get_origin_tax_date(self):
+        if self.invoice_doc_no:
+            orig_invoice = self.search(
+                [
+                    ("name", "=", self.invoice_doc_no),
+                    ("partner_id", "=", self.partner_id.id),
+                ]
+            )
+            return orig_invoice.invoice_date
+        return False
+
+    # Same as v12
+    def _get_avatax_doc_type(self, commit=True):
+        self.ensure_one()
+        avatax_config = self.company_id.get_avatax_config_company()
+        if avatax_config.disable_tax_reporting:
+            commit = False
+        if "refund" in self.move_type:
+            doc_type = "ReturnInvoice" if commit else "ReturnOrder"
+        else:
+            doc_type = "SalesInvoice" if commit else "SalesOrder"
+        return doc_type
+
+    # Same as v12
+    def _avatax_prepare_lines(self, doc_type=None):
+        """
+        Prepare the lines to use for Avatax computation.
+        Returns a list of dicts
+        """
+        sign = 1 if self.move_type.startswith("out") else -1
+        lines = [
+            line._avatax_prepare_line(sign, doc_type)
+            for line in self.invoice_line_ids
+            if line.price_subtotal or line.quantity
+        ]
+        return [x for x in lines if x]
+
+    def update_tax_details(self, tax, line, tax_result_line):
+        """Method to update details in tax"""
+        return tax, line
+
+    # Same as v12
+    def _avatax_compute_tax(self, commit=False):
+        """Contact REST API and recompute taxes for a Sale Order"""
+        # Override to handle lines with split taxes (e.g. TN)
+        self and self.ensure_one()
+        avatax_config = self.company_id.get_avatax_config_company()
+        if not avatax_config:
+            # Skip Avatax computation if no configuration is found
+            return
+        doc_type = self._get_avatax_doc_type(commit=commit)
+        tax_date = self.get_origin_tax_date() or self.invoice_date
+        taxable_lines = self._avatax_prepare_lines(doc_type)
+        tax_result = avatax_config.create_transaction(
+            self.invoice_date or fields.Date.today(),
+            self.name,
+            doc_type,
+            (
+                self.so_partner_id
+                if self.so_partner_id and avatax_config.use_so_partner_id
+                else self.partner_id
+            ),
+            self.warehouse_id.partner_id or self.company_id.partner_id,
+            self.tax_address_id or self.partner_id,
+            taxable_lines,
+            self.user_id,
+            self.exemption_code or None,
+            self.exemption_code_id.code or None,
+            commit,
+            tax_date,
+            # TODO: can we report self.invoice_doc_no?
+            self.name if self.move_type == "out_refund" else "",
+            self.location_code or "",
+            is_override=self.move_type == "out_refund",
+            currency_id=self.currency_id,
+            ignore_error=300 if commit else None,
+            log_to_record=self,
+        )
+        # If commiting, and document exists, try unvoiding it
+        # Error number 300 = GetTaxError, Expected Saved|Posted
+        if commit and tax_result.get("number") == 300:
+            _logger.info(
+                "Document %s (%s) already exists in Avatax. "
+                "Should be a voided transaction. "
+                "Unvoiding and re-commiting.",
+                self.name,
+                doc_type,
+            )
+            avatax_config.unvoid_transaction(self.name, doc_type)
+            avatax_config.commit_transaction(self.name, doc_type)
+            return tax_result
+
+        if self.state == "draft":
+            Tax = self.env["account.tax"]
+            tax_result_lines = {int(x["lineNumber"]): x for x in tax_result["lines"]}
+            taxes_to_set = {}
+            for line in self.invoice_line_ids:
+                tax_result_line = tax_result_lines.get(line.id)
+                if tax_result_line:
+                    # rate = tax_result_line.get("rate", 0.0)
+                    tax_calculation = 0.0
+                    if tax_result_line["taxableAmount"]:
+                        tax_calculation = (
+                            tax_result_line["taxCalculated"]
+                            / tax_result_line["taxableAmount"]
+                        )
+                    rate = round(tax_calculation * 100, 4)
+                    tax = Tax.get_avalara_tax(rate, doc_type)
+                    tax, line = self.update_tax_details(tax, line, tax_result_line)
+                    if tax and tax not in line.tax_ids:
+                        line_taxes = line.tax_ids.filtered(lambda x: not x.is_avatax)
+                        taxes_to_set[line.id] = line_taxes | tax
+                    line.avatax_amt_line = tax_result_line["tax"]
+            self.with_context(check_move_validity=False).avatax_amount = tax_result[
+                "totalTax"
+            ]
+            container = {"records": self}
+
+            # Set Taxes on lines in a way that properly triggers onchanges
+            # This same approach is also used by the official account_taxcloud connector
+            with self.with_context(
+                avatax_invoice=self, check_move_validity=False
+            )._sync_dynamic_lines(container), self.line_ids.mapped(
+                "move_id"
+            )._check_balanced(
+                container
+            ):
+                for line_id in taxes_to_set.keys():
+                    line = self.invoice_line_ids.filtered(lambda x: x.id == line_id)
+                    line.write({"tax_ids": [(6, 0, [])]})
+                    line.with_context(
+                        avatax_invoice=self, check_move_validity=False
+                    ).write({"tax_ids": taxes_to_set.get(line_id).ids})
+            # After taxes are changed is needed to force compute taxes again, in 16 version
+            # change of tax doesn't trigger compute of taxes on header for unknown reason
+            self._compute_amount()
+            if float_compare(
+                self.amount_untaxed + max(self.amount_tax, abs(self.avatax_amount)),
+                self.amount_residual,
+                precision_rounding=self.currency_id.rounding or 0.001,
+            ):
+                taxes_data = {
+                    iline.id: iline.tax_ids for iline in self.invoice_line_ids
+                }
+                self.invoice_line_ids.write({"tax_ids": [(6, 0, [])]})
+                for line in self.invoice_line_ids:
+                    line.write({"tax_ids": taxes_data[line.id].ids})
+        return tax_result
+
+    # Same as v13
+    def avatax_compute_taxes(self, commit=False):
+        """
+        Called from Invoice's Action menu.
+        Forces computation of the Invoice taxes
+        """
+        for invoice in self:
+            if (
+                invoice.move_type in ["out_invoice", "out_refund"]
+                and invoice.fiscal_position_id.is_avatax
+                and (invoice.state == "draft" or commit)
+            ):
+                invoice._avatax_compute_tax(commit=commit)
+        return True
+
+    def avatax_commit_taxes(self):
+        for invoice in self:
+            avatax_config = invoice.company_id.get_avatax_config_company()
+            if not avatax_config.disable_tax_reporting:
+                doc_type = invoice._get_avatax_doc_type()
+                avatax_config.commit_transaction(invoice.name, doc_type)
+        return True
+
+    def is_avatax_calculated(self):
+        """
+        Only apply Avatax for these types of documents.
+        Can be extended to support other types.
+        """
+        return self.is_sale_document()
+
+    def _post(self, soft=True):
+        for invoice in self:
+            if invoice.is_avatax_calculated():
+                avatax_config = self.company_id.get_avatax_config_company()
+                if avatax_config and avatax_config.force_address_validation:
+                    for addr in [self.partner_id, self.partner_shipping_id]:
+                        if not addr.date_validation:
+                            # The Validate action will be interrupted
+                            # if the address is not validated
+                            raise UserError(_("Avatax address is not validated!"))
+                # We should compute taxes before validating the invoice
+                # to ensure correct account moves
+                # However, we can't save the invoice because it wasn't assigned a
+                # number yet
+                invoice.avatax_compute_taxes(commit=False)
+        res = super()._post(soft=soft)
+        for invoice in res:
+            if invoice.is_avatax_calculated():
+                # We can only commit to Avatax after validating the invoice
+                # because we need the generated Invoice number
+                invoice.avatax_compute_taxes(commit=True)
+        return res
+
+    # prepare_return in v12
+    def _reverse_move_vals(self, default_values, cancel=True):
+        # OVERRIDE
+        # Don't keep anglo-saxon lines if not cancelling an existing invoice.
+        move_vals = super(AccountMove, self)._reverse_move_vals(
+            default_values, cancel=cancel
+        )
+        move_vals.update(
+            {
+                "invoice_doc_no": self.name,
+                "invoice_date": default_values
+                and default_values.get("invoice_date")
+                or self.invoice_date,
+                "tax_on_shipping_address": self.tax_on_shipping_address,
+                "warehouse_id": self.warehouse_id.id,
+                "location_code": self.location_code,
+                "exemption_code": self.exemption_code or "",
+                "exemption_code_id": self.exemption_code_id.id or None,
+                "tax_address_id": self.tax_address_id.id,
+            }
+        )
+        return move_vals
+
+    # action_cancel in v12
+    def button_draft(self):
+        """
+        Sets invoice to Draft, either from the Posted or Cancelled states
+        """
+        posted_invoices = self.filtered(
+            lambda invoice: invoice.move_type in ["out_invoice", "out_refund"]
+            and invoice.fiscal_position_id.is_avatax
+            and invoice.state == "posted"
+        )
+        res = super(AccountMove, self).button_draft()
+        for invoice in posted_invoices:
+            avatax_config = invoice.company_id.get_avatax_config_company()
+            if avatax_config:
+                doc_type = invoice._get_avatax_doc_type()
+                avatax_config.void_transaction(invoice.name, doc_type)
+        return res
+
+    @api.onchange(
+        "invoice_line_ids",
+        "warehouse_id",
+        "tax_address_id",
+        "tax_on_shipping_address",
+        "partner_id",
+    )
+    def onchange_avatax_calculation(self):
+        avatax_config = self.env.company.get_avatax_config_company()
+        self.calculate_tax_on_save = False
+        if avatax_config.invoice_calculate_tax:
+            if (
+                self._origin.warehouse_id != self.warehouse_id
+                or self._origin.tax_address_id.street != self.tax_address_id.street
+                or self._origin.partner_id != self.partner_id
+                or self._origin.tax_on_shipping_address != self.tax_on_shipping_address
+            ):
+                self.calculate_tax_on_save = True
+                return
+            for line in self.invoice_line_ids:
+                if (
+                    line._origin.price_unit != line.price_unit
+                    or line._origin.discount != line.discount
+                    or line._origin.quantity != line.quantity
+                ) and line.display_type == "product":
+                    self.calculate_tax_on_save = True
+                    break
+
+    def write(self, vals):
+        result = super(AccountMove, self).write(vals)
+        avatax_config = self.env.company.get_avatax_config_company()
+        for record in self:
+            if (
+                avatax_config.invoice_calculate_tax
+                and record.calculate_tax_on_save
+                and record.state == "draft"
+                and not self._context.get("skip_second_write", False)
+            ):
+                record.with_context(skip_second_write=True).write(
+                    {"calculate_tax_on_save": False}
+                )
+                record.avatax_compute_taxes()
+        return result
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        moves = super().create(vals_list)
+        avatax_config = self.env.company.get_avatax_config_company()
+        for move in moves:
+            if (
+                avatax_config.invoice_calculate_tax
+                and move.calculate_tax_on_save
+                and not self._context.get("skip_second_write", False)
+            ):
+                move.with_context(skip_second_write=True).write(
+                    {"calculate_tax_on_save": False}
+                )
+                move.avatax_compute_taxes()
+        return moves
+
+
+class AccountMoveLine(models.Model):
+    _inherit = "account.move.line"
+
+    avatax_amt_line = fields.Float(string="AvaTax Line", copy=False)
+
+    def _get_avatax_amount(self, qty=None):
+        """
+        Return the company currency line amount, after discounts,
+        to use for Tax calculation.
+
+        Can be used to compute unit price only, using qty=1.
+
+        Code extracted from account/models/account_move.py,
+        from the compute_base_line_taxes() nested function,
+        adjusted to compute line amount instead of unit price.
+        """
+        self.ensure_one()
+        base_line = self
+        move = base_line.move_id
+        sign = -1 if move.is_inbound() else 1
+        quantity = qty or base_line.quantity
+        base_amount = base_line.price_unit * quantity
+        if base_line.currency_id:
+            price_unit_foreign_curr = (
+                sign * base_amount * (1 - (base_line.discount / 100.0))
+            )
+            price_unit_comp_curr = base_line.currency_id._convert(
+                price_unit_foreign_curr,
+                move.company_id.currency_id,
+                move.company_id,
+                move.date,
+            )
+        else:
+            price_unit_comp_curr = (
+                sign * base_amount * (1 - (base_line.discount / 100.0))
+            )
+        return -price_unit_comp_curr
+
+    # Same in v12
+    def _avatax_prepare_line(self, sign=1, doc_type=None):
+        """
+        Prepare a line to use for Avatax computation.
+        Returns a dict
+        """
+        line = self
+        res = {}
+        # Add UPC to product item code
+        avatax_config = line.company_id.get_avatax_config_company()
+        product = line.product_id
+        if product.barcode and avatax_config.upc_enable:
+            item_code = "UPC:%d" % product.barcode
+        else:
+            item_code = product.default_code or ("ID:%d" % product.id)
+        tax_code = line.product_id.applicable_tax_code_id.name
+        amount = sign * line._get_avatax_amount()
+        if line.quantity < 0:
+            amount = -amount
+        res = {
+            "qty": line.quantity,
+            "itemcode": item_code,
+            "description": line.name,
+            "amount": amount,
+            "tax_code": tax_code,
+            "id": line,
+            "account_id": line.account_id.id,
+            "tax_id": line.tax_ids,
+        }
+        return res
+
+    @api.onchange("price_unit", "discount", "quantity")
+    def onchange_reset_tax_amt(self):
+        """
+        When changing quantities or prices, reset the Avatax computed amount.
+        The Odoo computed tax amount will then be shown, as a reference.
+        The Avatax amount will be recomputed upon document validation.
+        """
+        for line in self:
+            line.avatax_amt_line = 0.0
+            line.move_id.avatax_amount = 0.0

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/models/account_tax.py

@@ -0,0 +1,131 @@
+from math import copysign
+
+from odoo import _, api, exceptions, fields, models
+from odoo.tools.float_utils import float_compare
+
+
+class AccountTax(models.Model):
+    """Inherit to implement the tax using avatax API"""
+
+    _inherit = "account.tax"
+
+    is_avatax = fields.Boolean()
+
+    @api.model
+    def _get_avalara_tax_domain(self, tax_rate, doc_type):
+        return [
+            ("amount", "=", tax_rate),
+            ("is_avatax", "=", True),
+            (
+                "company_id",
+                "=",
+                self.env.company.id,
+            ),
+        ]
+
+    @api.model
+    def _get_avalara_tax_name(self, tax_rate, doc_type=None):
+        return _("{}%*").format(str(tax_rate))
+
+    @api.model
+    def get_avalara_tax(self, tax_rate, doc_type):
+        domain = self._get_avalara_tax_domain(tax_rate, doc_type)
+        tax = self.with_context(active_test=False).search(domain, limit=1)
+        if tax and not tax.active:
+            tax.active = True
+        if not tax:
+            domain = self._get_avalara_tax_domain(0, doc_type)
+            tax_template = self.search(domain, limit=1)
+            if not tax_template:
+                raise exceptions.UserError(
+                    _("Please configure Avatax Tax for Company %s:")
+                    % self.env.company.name
+                )
+            # If you get a unique constraint error here,
+            # check the data for your existing Avatax taxes.
+            vals = {
+                "amount": tax_rate,
+                "name": self._get_avalara_tax_name(tax_rate, doc_type),
+            }
+            tax = tax_template.sudo().copy(default=vals)
+            # Odoo core does not use the name set in default dict
+            tax.name = vals.get("name")
+        return tax
+
+    def compute_all(
+        self,
+        price_unit,
+        currency=None,
+        quantity=1.0,
+        product=None,
+        partner=None,
+        is_refund=False,
+        handle_price_include=True,
+        include_caba_tags=False,
+        fixed_multiplicator=1,
+    ):
+        """
+        Adopted as the central point to inject custom tax computations.
+        Avatax logic is triggered if the "avatax_invoice" is set in the context.
+        To find the Avatax amount, we search an Invoice line with the same
+        quantity, price and product.
+        """
+        res = super().compute_all(
+            price_unit,
+            currency,
+            quantity,
+            product,
+            partner,
+            is_refund,
+            handle_price_include,
+            include_caba_tags,
+            fixed_multiplicator,
+        )
+        avatax_invoice = self.env.context.get("avatax_invoice")
+        current_aml = False
+        if "current_aml" in self.env.context:
+            current_aml = self.env["account.move.line"].browse(
+                self.env.context.get("current_aml")
+            )
+            if not (
+                current_aml.display_type == "product"
+                and current_aml.account_type != "asset_receivable"
+            ):
+                avatax_invoice = False
+        if avatax_invoice:
+            # Find the Avatax amount in the invoice Lines
+            # Looks up the line for the current product, price_unit, and quantity
+            # Note that the price_unit used must consider discount
+            base = res["total_excluded"]
+            digits = 6
+            avatax_amount = None
+            if current_aml:
+                avatax_amount = copysign(current_aml.avatax_amt_line, base)
+            else:
+                for line in avatax_invoice.invoice_line_ids:
+                    price_unit = line.currency_id._convert(
+                        price_unit,
+                        avatax_invoice.company_id.currency_id,
+                        avatax_invoice.company_id,
+                        avatax_invoice.date,
+                    )
+                    if (
+                        line.product_id == product
+                        and float_compare(line.quantity, quantity, digits) == 0
+                    ):
+                        avatax_amount = copysign(line.avatax_amt_line, base)
+                        break
+            if avatax_amount is None:
+                avatax_amount = 0.0
+                raise exceptions.UserError(
+                    _(
+                        "Incorrect retrieval of Avatax amount for Invoice %(avatax_invoice)s:"
+                        " product %(product.display_name)s, price_unit %(-price_unit)f"
+                        " , quantity %(quantity)f"
+                    )
+                )
+            for tax_item in res["taxes"]:
+                if tax_item["amount"] != 0:
+                    tax_item["amount"] = avatax_amount
+            res["total_included"] = base + avatax_amount
+        return res

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/models/avalara_salestax.py

@@ -0,0 +1,328 @@
+import logging
+
+from odoo import _, api, fields, models
+from odoo.exceptions import UserError
+
+from .avatax_rest_api import AvaTaxRESTService
+
+_logger = logging.getLogger(__name__)
+
+
+class ExemptionCode(models.Model):
+    _name = "exemption.code"
+    _description = "Exemption Code"
+
+    name = fields.Char(required=True)
+    code = fields.Char()
+
+    @api.depends("name", "code")
+    def name_get(self):
+        def name(r):
+            return r.code and "({}) {}".format(r.code, r.name) or r.name
+
+        return [(r.id, name(r)) for r in self]
+
+
+class AvalaraSalestax(models.Model):
+    _name = "avalara.salestax"
+    _description = "AvaTax Configuration"
+    _rec_name = "account_number"
+
+    @api.model
+    def _get_avatax_supported_countries(self):
+        """Returns the countries supported by AvaTax Address Validation Service."""
+        return self.env["res.country"].search([("code", "in", ["US", "CA"])])
+
+    account_number = fields.Char(
+        name="Account ID", required=True, help="Account Number provided by AvaTax"
+    )
+    license_key = fields.Char(required=True, help="License Key provided by AvaTax")
+    service_url = fields.Selection(
+        [
+            ("https://rest.avatax.com/api/v2", "Production (REST API)"),
+            ("https://sandbox-rest.avatax.com/api/v2", "Sandbox (REST API)"),
+        ],
+        string="Service URL",
+        default="https://rest.avatax.com/api/v2",
+        help="The url to connect with",
+    )
+    request_timeout = fields.Integer(
+        default=300,
+        help="Defines AvaTax request time out length"
+        ", AvaTax best practices prescribes default setting of 300 seconds",
+    )
+    company_code = fields.Char(
+        default="DEFAULT",
+        required=True,
+        help="The company code as defined in the Admin Console of AvaTax",
+    )
+    logging = fields.Boolean(
+        "Log API Requests",
+        help="Enables detailed AvaTax transaction logging within application",
+    )
+    result_in_uppercase = fields.Boolean(
+        "Return validation results in upper case",
+        help="The address validation results are returned in in upper case",
+    )
+    disable_address_validation = fields.Boolean(
+        help="Disables the ability to perform address validation"
+    )
+    validation_on_save = fields.Boolean(
+        "Automatic Address Validation",
+        help="Automatically validates addresses when they are created or modified",
+    )
+    force_address_validation = fields.Boolean(
+        "Require Validated Addresses",
+        help="Only compute taxes if addresses were validated by the Avatax service",
+    )
+    auto_generate_customer_code = fields.Boolean(
+        "Automatically generate missing customer code",
+        default=True,
+        help="This will generate customer code for the customer used in the "
+        "transaction, if it doesn't have one already. "
+        "Each code is unique per customer.  "
+        "When this is disabled, you will have to manually go to each customer "
+        "and manually generate their customer code.  "
+        "This is required for Avatax and is only generated one time.",
+    )
+    disable_tax_calculation = fields.Boolean(
+        "Disable AvaTax Calculation",
+        help="No tax calculation requests will be sent to the AvaTax web service.",
+    )
+    # TODO: Control - Disable Document Recording
+    # In order for this connector to be used in conjunction
+    # with other integrations to AvaTax, the user must be able to control which connector
+    # is used for recording documents to AvaTax.
+    # From a technical standpoint, simply use DocType: 'SalesOrder' on all calls
+    # and suppress any non-getTax calls (i.e. cancelTax, postTax).
+    disable_tax_reporting = fields.Boolean(
+        "Disable Document Recording/Commiting",
+        help="No transactions will be recorded (commited) to the Avatax service.",
+    )
+    country_ids = fields.Many2many(
+        "res.country",
+        "avalara_salestax_country_rel",
+        "avalara_salestax_id",
+        "country_id",
+        "Countries",
+        default=_get_avatax_supported_countries,
+        help="Countries where address validation will be used",
+    )
+    active = fields.Boolean(
+        default=True,
+        help="Uncheck the active field to hide the record",
+    )
+    company_id = fields.Many2one(
+        "res.company",
+        "Company",
+        required=True,
+        default=lambda self: self.env.company,
+        help="Company which has subscribed to the AvaTax service",
+    )
+    company_partner_id = fields.Many2one(
+        string="Company Address",
+        related="company_id.partner_id",
+    )
+    upc_enable = fields.Boolean(
+        "Enable UPC Taxability",
+        help="Allows ean13 to be reported in place of Item Reference"
+        " as upc identifier.",
+    )
+    invoice_calculate_tax = fields.Boolean(
+        "Auto Calculate Tax on Invoice Save",
+        help="Automatically triggers API to calculate tax If changes made on"
+        "Invoice's warehouse_id, tax_on_shipping_address, "
+        "Invoice line's price_unit, discount, quantity",
+    )
+    use_so_partner_id = fields.Boolean(
+        string="Use Sale Customer Code on Invoice",
+        help="Use Sales Order's Customer field to determine Taxable "
+        "Status on the Customer Invoice. If no Sales Order exists, "
+        "Customer field on the invoice form view will be used instead",
+    )
+    hide_exemption = fields.Boolean(
+        "Hide Exemption & Tax Based on shipping address",
+        default=False,
+        help="Uncheck the this field to show exemption fields on SO/Invoice form view. "
+        "Also, it will show Tax based on shipping address button",
+    )
+    # TODO: add option to Display Prices with Tax Included
+    # Enabled the tax inclusive flag in the GetTax Request.
+
+    # constraints on uniq records creation with account_number and company_id
+    _sql_constraints = [
+        (
+            "code_company_uniq",
+            "unique (company_code)",
+            "Avalara setting is already available for this company code",
+        ),
+        (
+            "account_number_company_uniq",
+            "unique (account_number, company_id)",
+            "The account number must be unique per company!",
+        ),
+    ]
+
+    def get_avatax_rest_service(self):
+        self.ensure_one()
+        if self.disable_tax_calculation:
+            _logger.info(
+                "Avatax tax calculation is disabled, skipping Avatax API contact."
+            )
+            return False
+        return AvaTaxRESTService(
+            self.account_number,
+            self.license_key,
+            self.service_url,
+            self.request_timeout,
+            self.logging,
+            config=self,
+        )
+
+    def create_transaction(
+        self,
+        doc_date,
+        doc_code,
+        doc_type,
+        partner,
+        ship_from_address,
+        shipping_address,
+        lines,
+        user=None,
+        exemption_number=None,
+        exemption_code_name=None,
+        commit=False,
+        invoice_date=None,
+        reference_code=None,
+        location_code=None,
+        is_override=None,
+        currency_id=None,
+        ignore_error=None,
+        log_to_record=False,
+    ):
+        self.ensure_one()
+        avatax_config = self
+
+        currency_code = self.env.company.currency_id.name
+        if currency_id:
+            currency_code = currency_id.name
+
+        if not partner.customer_code:
+            if not avatax_config.auto_generate_customer_code:
+                raise UserError(
+                    _(
+                        "Customer Code for customer %(partner.name)s not defined.\n\n  "
+                        "You can edit the Customer Code in customer profile. "
+                        'You can fix by clicking "Generate Customer Code" '
+                        "button in the customer contact information"
+                    )
+                )
+            else:
+                partner.generate_cust_code()
+
+        if not shipping_address:
+            raise UserError(
+                _("There is no source shipping address defined for partner %s.")
+                % partner.name
+            )
+
+        if not ship_from_address:
+            raise UserError(_("There is no Company address defined."))
+
+        if avatax_config.validation_on_save:
+            for address in [partner, shipping_address, ship_from_address]:
+                if not address.date_validation:
+                    address.multi_address_validation(validation_on_save=True)
+
+        # this condition is required, in case user select force address validation
+        # on AvaTax API Configuration
+        if (
+            avatax_config.force_address_validation
+            and not avatax_config.disable_address_validation
+        ):
+            if not shipping_address.date_validation:
+                raise UserError(
+                    _(
+                        "Please validate the shipping address for the partner %(partner.name)s."
+                    )
+                )
+
+            # if not avatax_config.address_validation:
+            if not ship_from_address.date_validation:
+                raise UserError(_("Please validate the origin warehouse address."))
+
+        if avatax_config.disable_tax_calculation:
+            _logger.info(
+                "Avatax tax calculation is disabled. Skipping %s %s.",
+                doc_code,
+                doc_type,
+            )
+            return False
+
+        if commit and avatax_config.disable_tax_reporting:
+            _logger.warning(
+                _("Avatax commiting document %s, but it tax reporting is disabled."),
+                doc_code,
+            )
+
+        avatax = self.get_avatax_rest_service()
+        result = avatax.get_tax(
+            avatax_config.company_code,
+            doc_date,
+            doc_type,
+            partner.customer_code,
+            doc_code,
+            ship_from_address,
+            shipping_address,
+            lines,
+            exemption_number,
+            exemption_code_name,
+            user and user.name or None,
+            commit and not avatax_config.disable_tax_reporting,
+            invoice_date,
+            reference_code,
+            location_code,
+            currency_code,
+            partner.vat or None,
+            is_override,
+            ignore_error=ignore_error,
+            log_to_record=log_to_record,
+        )
+        return result
+
+    def commit_transaction(self, doc_code, doc_type):
+        self.ensure_one()
+        result = False
+        if not self.disable_tax_reporting:
+            avatax = self.get_avatax_rest_service()
+            result = avatax.call(
+                "commit_transaction", self.company_code, doc_code, {"commit": True}
+            )
+        return result
+
+    def void_transaction(self, doc_code, doc_type):
+        if self:
+            self.ensure_one()
+            result = False
+            if not self.disable_tax_reporting:
+                avatax = self.get_avatax_rest_service()
+                result = avatax.call(
+                    "void_transaction",
+                    self.company_code,
+                    doc_code,
+                    {"code": "DocVoided"},
+                )
+            return result
+
+    def unvoid_transaction(self, doc_code, doc_type):
+        self.ensure_one()
+        result = False
+        if not self.disable_tax_reporting:
+            avatax = self.get_avatax_rest_service()
+            result = avatax.call("unvoid_transaction", self.company_code, doc_code)
+        return result
+
+    def ping(self):
+        client = AvaTaxRESTService(config=self)
+        client.ping()
+        return True

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/models/avatax_rest_api.py

@@ -0,0 +1,349 @@
+# Copyright (C) 2020 Open Source Integrators
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
+import logging
+import pprint
+import socket
+
+from odoo import _, fields, tools
+from odoo.exceptions import UserError
+
+_logger = logging.getLogger(__name__)
+
+try:
+    from avalara import AvataxClient
+except Exception:
+    _logger.info("AvataxClient missing")
+
+
+class AvaTaxRESTService:
+    def __init__(
+        self,
+        username=None,
+        password=None,
+        url=None,
+        timeout=300,
+        enable_log=False,
+        config=None,
+    ):
+        self.config = config
+        self.timeout = not config and timeout or config.request_timeout
+        self.is_log_enabled = enable_log or config and config.logging
+        # Set elements adapter defaults
+        self.appname = "Odoo 15 - Open Source Integrators/OCA"
+        self.version = "a0o5a000007SPdsAAG"
+        self.hostname = socket.gethostname()
+        url = url or (config and config.service_url) or ""
+        self.environment = (
+            "sandbox" if "sandbox" in url or "development" in url else "production"
+        )
+        username = username or (config and config.account_number) or False
+        password = password or (config and config.license_key) or False
+        if username and password:
+            try:
+                self.client = AvataxClient(
+                    self.appname, self.version, self.hostname, self.environment
+                )
+            except NameError as exc:
+                raise UserError(
+                    _(
+                        "AvataxClient is not available in your system. "
+                        "Please contact your system administrator "
+                        "to 'pip3 install Avalara'"
+                    )
+                ) from exc
+            self.client.add_credentials(username, password)
+
+    def _sanitize_text(self, text):
+        res = (
+            text.replace("/", "_-ava2f-_")
+            .replace("+", "_-ava2b-_")
+            .replace("?", "_-ava3f-_")
+            .replace(" ", "%20")
+        )
+        return res
+
+    def get_result(self, response, ignore_error=None):
+        # To call from validate address and from compute tax
+        result = response.json()
+        if self.is_log_enabled:
+            _logger.info("Response\n" + pprint.pformat(result, indent=1))
+        if result.get("messages") or result.get("error"):
+            messages = result.get("messages") or result.get("error", {}).get("details")
+            if ignore_error and messages and messages[0].get("number") == ignore_error:
+                return messages[0]
+            for w_message in messages:
+                if w_message.get("severity") in ("Error", "Exception"):
+                    if w_message.get("refersTo", "").startswith("Address"):
+                        raise UserError(
+                            _(
+                                "AvaTax: Warning AvaTax could not validate the"
+                                " address:\n%s\n\n"
+                                "You can save the address and AvaTax will make an"
+                                " attempt to "
+                                "compute taxes based on the zip code if"
+                                ' "Force Address Validation" is disabled '
+                                "in the Avatax connector configuration.  \n\n "
+                                "Also please ensure that the company address is"
+                                " set and Validated.  "
+                                "You can get there by going to Sales->Customers "
+                                'and removing "Customers" filter from the search'
+                                " at the top.  "
+                                "Then go to your company contact info and validate"
+                                " your address in the Avatax Tab"
+                            )
+                            % str(", ".join(result.get("address", {}).values()))
+                        )
+                    elif w_message.get("refersTo") == "Country":
+                        raise UserError(
+                            _(
+                                "AvaTax: Notice\n\n Address Validation for this"
+                                " country not supported. "
+                                "But, Avalara will still calculate global tax"
+                                " rules."
+                            )
+                        )
+                    else:
+                        message = "AvaTax: Error: "
+                        if w_message.get("refersTo"):
+                            message += str(w_message.get("refersTo")) + "\n\n"
+                        elif w_message.get("code"):
+                            message += str(w_message.get("code")) + "\n\n"
+                        if w_message.get("summary"):
+                            message += "Summary: " + str(w_message.get("summary"))
+                        elif w_message.get("message"):
+                            message += "Message: " + str(w_message.get("message"))
+                        if w_message.get("details"):
+                            message += "\n Details: " + str(
+                                w_message.get("details", "")
+                            )
+                        elif w_message.get("description"):
+                            message += "\n Description: " + str(
+                                w_message.get("description", "")
+                            )
+                        message += "\n Severity: " + str(w_message.get("severity"))
+                        raise UserError(_(message))
+        return result
+
+    def ping(self):
+        response = self.client.ping()
+        res = response.json()
+        if self.is_log_enabled:
+            _logger.info(pprint.pformat(res, indent=1))
+        if not res.get("authenticated"):
+            raise UserError(_("The user or account could not be authenticated"))
+        return res
+
+    def validate_rest_address(
+        self, street, street2, city, zip_code, state_code, country_code
+    ):
+        if self.config.disable_address_validation:
+            raise UserError(
+                _(
+                    "The AvaTax Address Validation Service"
+                    " is disabled by the administrator."
+                    " Please make sure it's enabled for the address validation"
+                )
+            )
+        supported_countries = [x.code for x in self.config.country_ids]
+        if country_code and country_code not in supported_countries:
+            raise UserError(
+                _(
+                    "The AvaTax Address Validation Service does not support"
+                    " this country in the configuration,"
+                    " please continue with your normal process."
+                )
+            )
+        textcase = "Upper" if self.config.result_in_uppercase else "Mixed"
+        partner_data = {
+            "line1": street or "",
+            "line2": street2 or "",
+            "city": city or "",
+            "postalCode": zip_code or "",
+            "region": state_code or "",
+            "country": country_code or "",
+            "textcase": textcase,
+        }
+        response_partner = self.client.resolve_address(partner_data)
+        partner_dict = self.get_result(response_partner)
+        valid_address = partner_dict.get("validatedAddresses")[0]
+        Partner = self.config.env["res.partner"]
+        country = Partner.get_country_from_code(valid_address.get("country"))
+        state = Partner.get_state_from_code(
+            valid_address.get("region"), valid_address.get("country")
+        )
+        address_vals = {
+            "street": valid_address.get("line1", ""),
+            "street2": valid_address.get("line2", ""),
+            "city": valid_address.get("city", ""),
+            "zip": valid_address.get("postalCode", ""),
+            "country_id": country.id,
+            "state_id": state.id,
+            "date_validation": fields.Date.today(),
+            "validation_method": "avatax",
+            "partner_latitude": valid_address.get("latitude"),
+            "partner_longitude": valid_address.get("longitude"),
+        }
+        return address_vals
+
+    def _enrich_result_lines_with_tax_rate(self, avatax_result):
+        """
+        Enrich Avatax result with Odoo tax computation.
+        Tax details can have a tax rate with zero tax amount.
+        In this case the tax rate should be ignored.
+
+        result is a dict with a 'createTransactionModel' returned by Avatax
+        """
+        for line in avatax_result.get("lines", []):
+            line["rate"] = (
+                round(
+                    sum(x["rate"] for x in line["details"] if x and x.get("tax")) * 100,
+                    4,
+                )
+                or 0.0
+            )
+        return avatax_result
+
+    def _get_tax_post_process(self, data, result, doc_type):
+        """Inherit if needed"""
+        return True
+
+    def get_tax(
+        self,
+        company_code,
+        doc_date,
+        doc_type,
+        partner_code,
+        doc_code,
+        origin,
+        destination,
+        received_lines,
+        exemption_no=None,
+        customer_usage_type=None,
+        salesman_code=None,
+        commit=False,
+        invoice_date=None,
+        reference_code=None,
+        location_code=None,
+        currency_code="USD",
+        vat=None,
+        is_override=False,
+        ignore_error=None,
+        log_to_record=False,
+    ):
+        """Create tax request and get tax amount by customer address
+        @currency_code : 'USD' is the default currency code for avalara,
+        if user not specify in the own company
+        return information about how the tax was calculated.  Intended
+        for use only while the SDK is in a development environment.
+        """
+        if not origin.street:
+            raise UserError(
+                _(
+                    "Please set the Company Address "
+                    "in the partner information and validate.  "
+                    "We are checking against the first line of the address "
+                    "and it's empty.  \n\n "
+                    "Typically located in Sales->Customers, "
+                    'you have to clear "Customers" '
+                    "from search filter and type in your own company name.  "
+                    "Ensure the address is filled out "
+                    "and go to Avatax tab in the partner information "
+                    "and validate the address. Save partner update when done."
+                )
+            )
+        lineslist = [
+            {
+                "number": line["id"].id,
+                "description": tools.ustr(line.get("description", ""))[:255],
+                "itemCode": line.get("itemcode"),
+                "quantity": line.get("qty", 1),
+                "amount": line.get("amount", 0.0),
+                "taxCode": line.get("tax_code"),
+            }
+            for line in received_lines
+        ]
+
+        if doc_date and type(doc_date) != str:
+            doc_date = fields.Date.to_string(doc_date)
+        create_transaction = {
+            "addresses": {
+                "shipFrom": {
+                    "city": origin.city,
+                    "country": origin.country_id.code or None,
+                    "line1": origin.street or None,
+                    "postalCode": origin.zip,
+                    "region": origin.state_id.code or None,
+                },
+                "shipTo": {
+                    "city": destination.city,
+                    "country": destination.country_id.code or None,
+                    "line1": destination.street or None,
+                    "postalCode": destination.zip,
+                    "region": destination.state_id.code or None,
+                },
+            },
+            "lines": lineslist,
+            # 'purchaseOrderNo": "2020-02-05-001"
+            "companyCode": company_code,
+            "currencyCode": currency_code,
+            "customerCode": partner_code,
+            "businessIdentificationNo": vat,
+            "referenceCode": reference_code,
+            "salespersonCode": salesman_code and salesman_code[:25] or None,
+            "reportingLocationCode": location_code,
+            "entityUseCode": customer_usage_type,
+            "exemptionNo": exemption_no,
+            "description": doc_code or "Draft",
+            "date": doc_date,
+            "code": doc_code,
+            "type": doc_type,
+            "commit": commit,
+        }
+        if is_override and invoice_date:
+            create_transaction.update(
+                {
+                    "taxOverride": {
+                        "type": "TaxDate",
+                        "taxAmount": 0,
+                        "taxDate": fields.Date.to_string(invoice_date),
+                        "reason": "Return Items",
+                    }
+                }
+            )
+
+        data = {"createTransactionModel": create_transaction}
+        if self.is_log_enabled:
+            _logger.info(
+                "Request CreateOrAdjustTransaction %s %s (commit %s)\n%s",
+                doc_type,
+                doc_code,
+                commit,
+                pprint.pformat(data, indent=1),
+            )
+        response = self.client.create_or_adjust_transaction(data)
+        result = self.get_result(response, ignore_error=ignore_error)
+        if log_to_record:
+            log_to_record.avatax_request_log = pprint.pformat(data, indent=1)
+            log_to_record.avatax_response_log = pprint.pformat(result, indent=1)
+        self._get_tax_post_process(data, result, doc_type)
+        return self._enrich_result_lines_with_tax_rate(result)
+
+    def call(self, endpoint, company_code, doc_code, model=None, params=None):
+        if self.is_log_enabled:
+            _logger.info(
+                "Request Call %s(%s, %s, %s, %s)",
+                endpoint,
+                company_code,
+                doc_code,
+                model,
+                params,
+            )
+        company_code = self._sanitize_text(company_code)
+        doc_code = self._sanitize_text(doc_code)
+        endpoint_method = getattr(self.client, endpoint)
+        if params:
+            response = endpoint_method(company_code, doc_code, model, params)
+        else:
+            response = endpoint_method(company_code, doc_code, model)
+        result = self.get_result(response)
+        return result

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/models/partner.py

@@ -0,0 +1,214 @@
+import logging
+import time
+from random import random
+
+from odoo import _, api, fields, models
+from odoo.exceptions import UserError
+
+from .avatax_rest_api import AvaTaxRESTService
+
+_LOGGER = logging.getLogger(__name__)
+
+
+class ResPartner(models.Model):
+    """
+    Update partner information by adding new fields
+    according to Avalara partner configuration
+    """
+
+    _inherit = "res.partner"
+
+    date_validation = fields.Date(
+        "Last Validation Date",
+        readonly=True,
+        copy=False,
+        help="The date the address was last validated by AvaTax and accepted",
+    )
+    validation_method = fields.Selection(
+        [("avatax", "AVALARA"), ("usps", "USPS"), ("other", "Other")],
+        "Address Validation Method",
+        readonly=True,
+        copy=False,
+        help="It gets populated when the address is validated by the method",
+    )
+    validated_on_save = fields.Boolean(
+        help="Indicates if the address is already validated on save"
+        " before calling the wizard",
+    )
+    customer_code = fields.Char(copy=False)
+    tax_exempt = fields.Boolean(
+        "Is Tax Exempt (Deprecated))",
+    )
+    exemption_number = fields.Char(
+        "Exemption Number (Deprecated)",
+    )
+    exemption_code_id = fields.Many2one(
+        "exemption.code",
+        "Exemption Code (Deprecated)",
+    )
+    property_tax_exempt = fields.Boolean(
+        "Is Tax Exempt",
+        company_dependent=True,
+        help="This company or address can claim for tax exemption",
+    )
+    property_exemption_number = fields.Char(
+        "Exemption Number",
+        company_dependent=True,
+        help="The State identification number relevant fot the exemption",
+    )
+    property_exemption_code_id = fields.Many2one(
+        "exemption.code",
+        "Exemption Code",
+        company_dependent=True,
+        help="The type of exemption granted",
+    )
+
+    _sql_constraints = [
+        ("name_uniq", "unique(customer_code)", "Customer Code must be unique!"),
+    ]
+
+    @api.depends(
+        "property_tax_exempt", "property_exemption_code_id", "property_exemption_number"
+    )
+    def check_exemption_number(self):
+        """
+        When tax exempt check then atleast exemption number
+        or exemption code should be filled
+        """
+        for partner in self:
+            if partner.property_tax_exempt and not (
+                partner.property_exemption_code_id or partner.property_exemption_number
+            ):
+                raise UserError(
+                    _(
+                        "Please enter either Exemption Number or Exemption Code"
+                        " for marking customer as Exempt."
+                    )
+                )
+
+    def _get_avatax_customer_code(self):
+        self.ensure_one()
+        return "%d-%d-Cust-%d" % (
+            int(time.time()),
+            int(random() * 10),
+            self.id,
+        )
+
+    def generate_cust_code(self):
+        "Auto populate customer code"
+        for partner in self:
+            partner.customer_code = partner._get_avatax_customer_code()
+        return True
+
+    @api.onchange("tax_exempt")
+    def onchange_tax_exemption(self):
+        if not self.property_tax_exempt:
+            self.property_exemption_number = ""
+            self.property_exemption_code_id = None
+
+    def get_state_from_code(self, state_code, country_code):
+        """Returns the state from the code."""
+        state = self.env["res.country.state"].search(
+            [("code", "=", state_code), ("country_id.code", "=", country_code)],
+        )
+        return state
+
+    def get_country_from_code(self, code):
+        """Returns the country from the code."""
+        country = self.env["res.country"].search([("code", "=", code)])
+        return country
+
+    def get_valid_address_vals(self, validation_on_save=False):
+        self.ensure_one()
+        partner = self
+        # For automatic validation on save, skip
+        # if no relevant address details are given
+        if validation_on_save and not (
+            partner.city or partner.zip or partner.country_id
+        ):
+            _LOGGER.info(
+                "Skipping address validation for %d %s, not enough details.",
+                partner.id,
+                partner.display_name,
+            )
+            return False
+        avatax_config = self.env.company.get_avatax_config_company()
+        # Skip automatic validation for countries not supported by Avatax
+        supported_countries = [x.code for x in avatax_config.country_ids]
+        country_code = partner.country_id.code
+        if validation_on_save and country_code not in supported_countries:
+            _LOGGER.info(
+                "Skipping automatic address validation for %d %s"
+                ", country %s not supported.",
+                partner.id,
+                partner.display_name,
+                country_code,
+            )
+            return False
+        avatax_restpoint = AvaTaxRESTService(config=avatax_config)
+        valid_address = avatax_restpoint.validate_rest_address(
+            partner.street,
+            partner.street2,
+            partner.city,
+            partner.zip,
+            partner.state_id.code,
+            partner.country_id.code,
+        )
+        return valid_address
+
+    def multi_address_validation(self, validation_on_save=False):
+        for partner in self:
+            if not (partner.parent_id and partner.type == "contact"):
+                valid_address = partner.get_valid_address_vals(
+                    validation_on_save=validation_on_save
+                )
+                if valid_address:
+                    partner.write(valid_address)
+        return True
+
+    def button_avatax_validate_address(self):
+        """Method is used to verify of state and country"""
+        view_ref = self.env.ref(
+            "account_avatax_oca.view_avalara_salestax_address_validate"
+        )
+        ctx = self.env.context.copy()
+        ctx.update({"active_ids": self.ids, "active_id": self.id})
+        return {
+            "type": "ir.actions.act_window",
+            "name": "Address Validation",
+            "binding_view_types": "form",
+            "view_mode": "form",
+            "view_id": view_ref.id,
+            "res_model": "avalara.salestax.address.validate",
+            "nodestroy": True,
+            "res_id": False,
+            "target": "new",
+            "context": ctx,
+        }
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        partners = super().create(vals_list)
+        avatax_config = self.env.company.get_avatax_config_company()
+        for partner in partners:
+            # Auto populate customer code, if not provided
+            if not partner.customer_code:
+                partner.generate_cust_code()
+            # Auto validate address, if enabled
+            if avatax_config.validation_on_save:
+                partner.multi_address_validation(validation_on_save=True)
+                partner.validated_on_save = True
+        return partners
+
+    def write(self, vals):
+        res = super(ResPartner, self).write(vals)
+        address_fields = ["street", "street2", "city", "zip", "state_id", "country_id"]
+        if not self.env.context.get("avatax_writing") and any(
+            x in vals for x in address_fields
+        ):
+            partner = self.with_context(avatax_writing=True)
+            avatax_config = self.env.company.get_avatax_config_company()
+            if avatax_config.validation_on_save:
+                partner.multi_address_validation(validation_on_save=True)
+                partner.validated_on_save = True
+        return res

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/models/product.py

@@ -0,0 +1,64 @@
+from odoo import fields, models
+
+
+class ProductTaxCode(models.Model):
+    """Define type of tax code:
+    @param type: product is use as product code,
+    @param type: freight is use for shipping code
+    @param type: service is use for service type product
+    """
+
+    _name = "product.tax.code"
+    _description = "AvaTax Code"
+
+    name = fields.Char("Code", required=True)
+    description = fields.Char()
+    type = fields.Selection(
+        [
+            ("product", "Product"),
+            ("freight", "Freight"),
+            ("service", "Service"),
+            ("digital", "Digital"),
+            ("other", "Other"),
+        ],
+        required=True,
+        help="Type of tax code as defined in AvaTax",
+    )
+
+
+class ProductTemplate(models.Model):
+    _inherit = "product.template"
+
+    tax_code_id = fields.Many2one(
+        "product.tax.code", "Product AvaTax Code", help="AvaTax Product Tax Code"
+    )
+
+    def _compute_applicable_tax_code(self):
+        for product in self:
+            product.applicable_tax_code_id = (
+                product.tax_code_id or product.categ_id.applicable_tax_code_id
+            )
+
+    applicable_tax_code_id = fields.Many2one(
+        "product.tax.code",
+        "Applicable AvaTax Code",
+        compute=_compute_applicable_tax_code,
+    )
+
+
+class ProductCategory(models.Model):
+    _inherit = "product.category"
+
+    tax_code_id = fields.Many2one("product.tax.code", "AvaTax Code")
+
+    def _compute_applicable_tax_code(self):
+        for categ in self:
+            categ.applicable_tax_code_id = categ.tax_code_id
+            if not categ.applicable_tax_code_id and categ.parent_id:
+                categ.applicable_tax_code_id = categ.parent_id.applicable_tax_code_id
+
+    applicable_tax_code_id = fields.Many2one(
+        "product.tax.code",
+        "Applicable AvaTax Code",
+        compute=_compute_applicable_tax_code,
+    )

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/models/res_company.py

@@ -0,0 +1,28 @@
+import logging
+
+from odoo import _, models
+
+_LOGGER = logging.getLogger(__name__)
+
+
+class Company(models.Model):
+    _inherit = "res.company"
+
+    def get_avatax_config_company(self):
+        """Returns the AvaTax configuration for the Company"""
+        if self:
+            self.ensure_one()
+            AvataxConfig = self.env["avalara.salestax"]
+            res = AvataxConfig.search(
+                [("company_id", "=", self.id), ("disable_tax_calculation", "=", False)]
+            )
+            if len(res) > 1:
+                _LOGGER.warning(
+                    _("Company %s has too many Avatax configurations!"),
+                    self.display_name,
+                )
+            if len(res) < 1:
+                _LOGGER.warning(
+                    _("Company %s has no Avatax configuration."), self.display_name
+                )
+            return res and res[0]

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/readme/CONFIGURE.rst

@@ -0,0 +1,172 @@
+To configure an Odoo company to use Avatax, follow these steps.
+Note tha tsome of them might be configured out of the box
+for the Odoo default company.
+
+1. Configure AvaTax API Connection
+2. Configure Company Taxes
+3. Configure Customers
+4. Configure Products
+
+
+Configure Avatax API Connection
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Before you can configure the Odoo Avatax connector,
+you will need some connection details ready:
+
+- Login to https://home.avalara.com/
+- Navigate to Settings >> All AvaTax Settings.
+  There you will see the company details.
+- Take note of the Account ID and Company Code
+- Navigate to Settings >> License and API Keys.
+  In the "Reset License Key" tab, click on the "Generate License Key" button,
+  and take note of it.
+
+To configure AvaTax connector in Odoo:
+
+- Navigate to: Accounting/Invoicing App >> Configuration >> AvaTax >> AvaTax API
+- Click on the Create button
+- Fill out the form with the elements collected from the AvaTax website:
+
+  * Account ID
+  * License Key
+  * Service URL: usually Production, or Sandox if you have that available.
+  * Company Code
+
+- Click the Test Connection button
+- Click the Save button
+
+Other Avatax API advanced configurations:
+
+- Tax Calculation tab:
+
+  - Disable Document Recording/Commiting: invoices will not be stored in Avalara
+  - Enable UPC Taxability: this will transmit Odoo's product ean13 number
+    instead of its Internal Reference. If there is no ean13
+    then the Internal Reference will be sent automatically.
+  - Hide Exemption & Tax Based on shipping address -- this will give user ability
+    to hide or show Tax Exemption and Tax Based on shipping address fields
+    at the invoice level.
+
+- Address Validation tab:
+
+  - Automatic Address Validation: automatically attempts
+    to validate on creation and update of customer record,
+    last validation date will be visible and stored
+  - Require Validated Addresses: if validation for customer is required but not valid,
+    the validation will be forced
+  - Return validation results in upper case: validation results
+    will return in upper case form
+
+- Advanced tab:
+
+  - Automatically generate missing customer code: generates a customer code
+    on creation and update of customer profile
+  - Log API requests: enables detailed AvaTax transaction logging within application
+  - Request Timeout: default is 300ms
+  - Countries: countries where AvaTax can be used.
+
+
+Configure Company Taxes
+~~~~~~~~~~~~~~~~~~~~~~~
+
+Each company linked to AvaTax and their associated warehouses
+should be configured to ensure the correct tax is calculated
+and applied for all transactions.
+
+
+Validate Company Address:
+
+- On the AvTax API configuration form, click on the "Company Address" link
+- On the company address form, click on the "validate" button
+  in the "AvaTax" tab
+
+Validate Warehouse Address:
+
+- Navigate to: Inventory >> Configuration >> Warehouse Management >> Warehouses
+- For each warehouse, open the correspoding from view
+- On the Warehouse form, click on the "Address" link
+- On the warehouse address form, click on the "validate" button
+  in the "AvaTax" tab
+
+Fiscal Positions is what tells the AvaTax connector if the AvaTax service
+should be used for a particular Sales Order or Invoice.
+
+Configure Fiscal Position:
+
+- Navigate to: Accounting/Invoicing App >> Configuration >> Accounting
+  >> Fiscal Positions
+- Ensure there is a Fiscal Position record for the Company,
+  with the "Use Avatax API" flag checked
+
+When the appropriate Fiscal Position is being used, and a tax rate is retrieved form
+AvaTax, then the corresponding Tax is automatically created in Odoo
+using a template tax record, that should have the appropriate accounting configurations.
+
+Configure Taxes:
+
+- Navigate to: Accounting/Invoicing App >> Configuration >> Accounting >> Taxes
+- Ensure there is a Tax record for the Company, with the "Is Avatax" flag checked
+  (visible in the "Advanced Options" tab). This Tax should have:
+
+  * Tax Type: Sales
+  * Tax Computation: Percentage of Price
+  * Amount: 0.0%
+  * Distribution for Invoices: ensure correct account configuration
+  * Distribution for Credit Notes: ensure correct account configuration
+
+
+Configure Customers
+~~~~~~~~~~~~~~~~~~~
+
+Exemption codes are allowed for users where they may apply (ex. Government entities).
+ Navigate to: Accounting or Invoicing App >> Configuration >> AvaTax >> Exemption Code
+
+The module is installed with 16 predefined exemption codes.
+ You can add, remove, and modify exemption codes.
+
+Properly configuring each customer ensures the correct tax is calculated
+and applied for all transactions.
+
+Create New Customer
+
+- Navigate to Contacts
+- Click Create button
+
+Configure and Validate Customer Address
+
+- Enter Customer Address
+- Under AvaTax >> Validation, click Validate button
+- AvaTax Module will attempt to match the address you entered
+  with a valid address in its database.
+  Click the Accept button if the address is valid.
+
+Tax Exemption Status
+
+- If the customer is tax exempt, check the box under
+  AvaTax >> Tax Exemption >> Is Tax Exempt and
+- Select the desired Tax Exempt Code from the dropdown menu.
+
+
+Configure Products
+~~~~~~~~~~~~~~~~~~
+
+Create product tax codes to assign to products and/or product categories.
+Navigate to: Accounting or Invoicing App >> Configuration >> AvaTax >> Product Tax Codes.
+
+From here you can add, remove, and modify the product tax codes.
+
+
+Products in Odoo are typically assigned to product categories.
+AvaTax settings can also be assigned to the product category
+when a product category is created.
+
+- Create New Product Category
+
+  - Navigate to: Inventory >> Configuration >> Products >> Product Categories
+  - Click Create button
+
+- Configure Product Category Tax Code
+
+  - Under AvaTax Properties >> Tax Code
+  - Select the desired Tax Code

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/readme/CONTRIBUTORS.rst

@@ -0,0 +1,23 @@
+* Odoo SA
+
+  * Fabrice Henrion
+
+* Open Source Integrators (https://opensourceintegrators.com)
+
+  * Daniel Reis <dreis@opensourceintegrators.com>
+  * Bhavesh Odedra <bodedra@opensourceintegrators.com>
+  * Sandip Mangukiya <smangukiya@opensourceintegrators.com>
+  * Nikul Chaudhary <nchaudhary@opensourceintegrators.com>
+
+* Serpent CS
+
+  * Murtuza Saleh
+
+* Sodexis
+
+  * Atchuthan Ubendran
+
+- Kencove (<https://kencove.com>)
+  - Don Kendall \<<kendall@donkendall.com>\>
+  - Mohamed Alkobrosli \<<malkobrosly@kencove.com>\>
+  - Wai-Lun Lin \<<wlin@kencove.com>\>

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/readme/CREDITS.rst

@@ -0,0 +1,18 @@
+This module was originally developed by Fabrice Henrion at Odoo SA,
+and maintained up to version 11.
+
+For version 12, Fabrice invited partners to migrate this modules to
+later version, and maintain it.
+
+Open Source Integrators performed the migration to Odoo 12
+, and later added support for the more up to date REST API
+, alongside with the legacy SOAP API.
+
+With the addition of the REST API, a deep refactor was introduced,
+changing the tax calculation approach, from just setting the total
+tax amount, to instead adding the tax rates to each document line
+and then having Odoo do all the other computations.
+
+For Odoo 13, the legacy SOAP support was supported, and
+additional refactoring was done to contribute the module
+to the Odoo Community Association.

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/readme/DESCRIPTION.rst

@@ -0,0 +1,63 @@
+.. |avataxbadge1| image:: static/description/SalesTax.png
+    :target: https://developer.avalara.com/certification/avatax/sales-tax-badge/
+    :alt: Sales Tax Certification
+    :width: 250
+.. |avataxbadge2| image:: static/description/Refunds.png
+    :target: https://developer.avalara.com/certification/avatax/refunds-credit-memos-badge/
+    :alt: Refunds Certification
+    :width: 250
+.. |avataxbadge3| image:: static/description/AddressValidation.png
+    :target: https://developer.avalara.com/certification/avatax/address-validation-badge/
+    :alt: Address Validation Certification
+    :width: 250
+
+|avataxbadge1| |avataxbadge2| |avataxbadge3|
+
+Odoo provides integration with AvaTax, a tax solution software by Avalara
+which includes sales tax calculation for all US states and territories
+and all Canadian provinces and territories (including GST, PST, and HST).
+
+This module is capable of automatically detecting origin (Output Warehouse)
+and destination (Client Address), then calculating and reporting taxes
+to the user's Avalara account as well as a recording the correct sales taxes
+for the validated addresses within Odoo ERP.
+
+This module is compatible both with the Odoo Enterprise and Odoo Community
+editions.
+
+An Avatax account is needed. Account information to access
+the Avatax dashboard can be obtained through the Avalara website here:
+https://www.avalara.com/products/calculations.html
+
+Once configured, the module operates in the background and performs
+calculations and reporting seamlessly to the AvaTax server.
+
+This guide includes instructions for the following elements:
+
+- Activating your organization's AvaTax account and downloading the product
+- Entering the AvaTax credentials into your Odoo database and configuring it
+  to use AvaTax services and features within Odoo
+
+Note: Test the module before deploying in live environment.
+All changes to the AvaTax settings must be performed by a user with
+administrative access rights.
+
+
+**IMPORTANT - resolving name conflict with Odoo EE**
+
+Avatax support was added to Odoo EE 14 and 15.
+Unfortunately the module names used are the same as the OCA ones,
+and because of this name collision the OCA modules were forced to change name.
+
+The main module was renamed from ``account_avatax`` (now used by Odoo EE) to
+``account_avatax_oca``.
+
+To apply this change in your odoo database and continue using the OCA Avalara certified
+connector:
+
+  1. Ensure you have the latest version from the OCA, and you see ``account_avatax_oca``
+       in your Apps list.
+  2. Install the new ``account_avatax_oca`` module
+  3. Unistall the ``account_avatax`` module
+  4. Confirm that your configurations were kept safe, in particular:
+       Avatax API, "Avatax" default Fiscal Position, and "Avatax" default Tax record.

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/readme/INSTALL.rst

@@ -0,0 +1,26 @@
+Before installing the Avatax app, the Avalara Python client
+must be installed in your system.
+It is available at https://pypi.org/project/Avalara.
+
+Typically it can be installed in your system usin ``pip``::
+
+    pip3 install Avalara
+
+The base app, ``account_Avatax``, adds Avatax support to Customer Invoices.
+Inthe official app store: https://apps.odoo.com/apps/modules/15.0/account_avatax/
+
+The ``account_avatax_sale`` extension adds support to Quotations / Sales Orders.
+Inthe official app store: https://apps.odoo.com/apps/modules/15.0/account_avatax_sale/
+
+In most cases you will want to download and install both modules.
+
+To install the Avatax app:
+
+- Download the AvaTax modules
+- Extract the downloaded files
+- Upload the extracted directories into your Odoo module/addons directory
+- Log into Odoo as an Administrator and enable the Developer Mode, in 'Settings'
+- Navigate to 'Apps', select the 'Update Apps List' menu, to have the new apps listed.
+- In the Apps list, search for 'AvaTax'
+- Click on the Install button. If available, the ``account_avatax_sale`` module will
+  also be installed automatically.

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/readme/ROADMAP.rst

@@ -0,0 +1,10 @@
+The development of this module was driven by US companies to compute Sales Tax.
+
+However the Avatax service supports more use cases, that could be added:
+
+- Add support to EU VAT
+- Add support to US Use Tax on Purchases / vendor Bills
+
+Other improvements that could be added:
+
+- Detect and warn if customers State is not a nexus available for the current account

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/readme/USAGE.rst

@@ -0,0 +1,103 @@
+Customer Invoices
+~~~~~~~~~~~~~~~~~
+
+The AvaTax module is integrated into Sales Invoices
+and is applied to each transaction.
+The transaction log in the AvaTax dashboard shows the invoice details
+and displays whether the transaction is in an uncommitted or committed status.
+
+A validated invoice will have a Committed status
+and a cancelled invoice will have a Voided status.
+
+The module will check if there is a selected warehouse
+and will automatically determine the address of the warehouse
+and the origin location.
+If no address is assigned to the warehouse, the company address is used.
+
+Discounts are handled when they are enabled in Odoo's settings.
+They are calculated as a net deduction on the line item cost
+before the total is sent to AvaTax.
+
+Create New Customer Invoice
+^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+- Navigate to: Accounting or Invoicing >> Customers >> Invoices.
+- Click Create button.
+
+Validate Invoice
+^^^^^^^^^^^^^^^^
+
+- Ensure that Tax based on shipping address is checked.
+- Line items should have AVATAX selected under Taxes for internal records.
+- To complete the invoice, click the Validate button.
+- The sale order will now appear in the AvaTax dashboard.
+
+Register Payment
+^^^^^^^^^^^^^^^^
+
+- Click the Register Payment button to finalize the invoice.
+
+
+Customer Refunds
+^^^^^^^^^^^^^^^^
+
+Odoo applies refunds as opposed to voids in its accounting module.
+As with customer invoices, the AvaTax module is integrated
+with customer refunds and is applied to each transaction.
+
+Refunded invoice transactions will be indicated
+ with a negative total in the AvaTax interface.
+
+Initiate Customer Refund
+
+- Navigate to: Accounting or Invoicing >> Customers >> Invoices
+- Select the invoice you wish to refund
+- Click Add Credit Note button
+
+Create Credit Note
+
+- Under Credit Method, select Create a draft credit note.
+- Enter a reason.
+- Click Add Credit Note button.
+
+Note: You will be taken to the Credit Notes list view
+
+Validate Refund
+
+- Select the Credit Note you wish to validate, review and then click Validate button.
+
+Register Refund Payment
+
+- Click Register Payment button to complete a refund
+
+
+Sales Orders
+~~~~~~~~~~~~
+
+The AvaTax module is integrated into Sales Orders and allows computation of taxes.
+Sales order transactions do not appear in the in the AvaTax interface.
+
+The information placed in the sales order will automatically pass to the invoice
+ on the Avalara server and can be viewed in the AvaTax control panel.
+
+Discounts are handled when they are enabled in Odoo's settings.
+They will be reported as a net deduction on the line item cost.
+
+Create New Sales Order
+
+- Navigate to: Sales >> Orders >> Orders
+- Click Create button
+
+Compute Taxes with AvaTax
+
+- The module will calculate tax when the sales order is confirmed,
+  or by navigating to Action >> Update taxes with Avatax.
+  At this step, the sales order will retrieve the tax amount from Avalara
+  but will not report the transaction to the AvaTax dashboard.
+  Only invoice, refund, and payment activity are reported to the dashboard.
+- The module will check if there is a selected warehouse
+  and will automatically determine the address of the warehouse
+  and the origin location. If no address is assigned to the warehouse
+  the module will automatically use the address of the company as its origin.
+  Location code will automatically populate with the warehouse code
+  but can be modified if needed.

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/security/avalara_salestax_security.xml

@@ -0,0 +1,30 @@
+<odoo noupdate="1">
+    <!-- Ensure old deprecated buggy rule is removed -->
+    <delete
+        model="ir.rule"
+        search="[
+        ('model_id', '=', ref('model_avalara_salestax')),
+        '|',
+            ('domain_force', 'like', 'user.company_id.id'),
+            ('domain_force', '=', '[\'|\',(\'company_id\',\'=\',False),(\'company_id\',\'in\',company_ids])]')
+        ]"
+    />
+    <!-- Rule for multi-company -->
+    <record id="account_salestax_avatax_comp_rule" model="ir.rule">
+        <field name="name">AvaTax multi-company</field>
+        <field name="model_id" ref="model_avalara_salestax" />
+        <field name="global" eval="True" />
+        <field
+            name="domain_force"
+        >['|',('company_id','=',False),('company_id','in',company_ids)]</field>
+    </record>
+    <!--
+    company_id field was removed from Product Tax Codes,
+    and the corresponding record rule also.
+    This ensures the old record rule is removed from the database.
+    -->
+    <delete
+        model="ir.rule"
+        search="[('model_id', '=', ref('model_product_tax_code'))]"
+    />
+</odoo>

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/security/ir.model.access.csv

@@ -0,0 +1,10 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_avalara_salestax_manager,avalara.salestax.manager,model_avalara_salestax,account.group_account_manager,1,1,1,1
+access_avalara_salestax_employee,avalara.salestax.employee,model_avalara_salestax,base.group_user,1,0,0,0
+access_product_tax_code_employee,product.tax.code.employee,model_product_tax_code,base.group_user,1,0,0,0
+access_product_tax_code_manager,product.tax.code.manager,model_product_tax_code,account.group_account_manager,1,1,1,1
+access_exemption_code_manager,exemption.code.manager,model_exemption_code,account.group_account_manager,1,1,1,1
+access_exemption_code_employee,exemption.code.employee,model_exemption_code,base.group_user,1,0,0,0
+access_avalara_salestax_ping,avalara_salestax_ping,model_avalara_salestax_ping,account.group_account_manager,1,1,1,1
+access_avalara_salestax_address_validate,avalara_salestax_address_validate,model_avalara_salestax_address_validate,base.group_user,1,1,1,1
+access_avalara_salestax_getcompany,avalara_salestax_getcompany,model_avalara_salestax_getcompany,account.group_account_manager,1,1,1,1

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/static/description/index.html

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+</head>
+<body>
+<div class="document" id="avalara-avatax-certified-connector">
+<h1 class="title">Avalara Avatax Certified Connector</h1>
+
+<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+!! This file is generated by oca-gen-addon-readme !!
+!! changes will be overwritten.                   !!
+!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+!! source digest: sha256:7f9e0f6757252679c2b9dd5853a0ef54dd73e94fb1ff3289c902ef982cda6ea5
+!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
+<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/account-fiscal-rule/tree/16.0/account_avatax_oca"><img alt="OCA/account-fiscal-rule" src="https://img.shields.io/badge/github-OCA%2Faccount--fiscal--rule-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/account-fiscal-rule-16-0/account-fiscal-rule-16-0-account_avatax_oca"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/account-fiscal-rule&amp;target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
+<p><a class="reference external image-reference" href="https://developer.avalara.com/certification/avatax/sales-tax-badge/"><img alt="Sales Tax Certification" src="https://raw.githubusercontent.com/OCA/account-fiscal-rule/16.0/account_avatax_oca/static/description/SalesTax.png" style="width: 250px;" /></a> <a class="reference external image-reference" href="https://developer.avalara.com/certification/avatax/refunds-credit-memos-badge/"><img alt="Refunds Certification" src="https://raw.githubusercontent.com/OCA/account-fiscal-rule/16.0/account_avatax_oca/static/description/Refunds.png" style="width: 250px;" /></a> <a class="reference external image-reference" href="https://developer.avalara.com/certification/avatax/address-validation-badge/"><img alt="Address Validation Certification" src="https://raw.githubusercontent.com/OCA/account-fiscal-rule/16.0/account_avatax_oca/static/description/AddressValidation.png" style="width: 250px;" /></a></p>
+<p>Odoo provides integration with AvaTax, a tax solution software by Avalara
+which includes sales tax calculation for all US states and territories
+and all Canadian provinces and territories (including GST, PST, and HST).</p>
+<p>This module is capable of automatically detecting origin (Output Warehouse)
+and destination (Client Address), then calculating and reporting taxes
+to the user’s Avalara account as well as a recording the correct sales taxes
+for the validated addresses within Odoo ERP.</p>
+<p>This module is compatible both with the Odoo Enterprise and Odoo Community
+editions.</p>
+<p>An Avatax account is needed. Account information to access
+the Avatax dashboard can be obtained through the Avalara website here:
+<a class="reference external" href="https://www.avalara.com/products/calculations.html">https://www.avalara.com/products/calculations.html</a></p>
+<p>Once configured, the module operates in the background and performs
+calculations and reporting seamlessly to the AvaTax server.</p>
+<p>This guide includes instructions for the following elements:</p>
+<ul class="simple">
+<li>Activating your organization’s AvaTax account and downloading the product</li>
+<li>Entering the AvaTax credentials into your Odoo database and configuring it
+to use AvaTax services and features within Odoo</li>
+</ul>
+<p>Note: Test the module before deploying in live environment.
+All changes to the AvaTax settings must be performed by a user with
+administrative access rights.</p>
+<p><strong>IMPORTANT - resolving name conflict with Odoo EE</strong></p>
+<p>Avatax support was added to Odoo EE 14 and 15.
+Unfortunately the module names used are the same as the OCA ones,
+and because of this name collision the OCA modules were forced to change name.</p>
+<p>The main module was renamed from <tt class="docutils literal">account_avatax</tt> (now used by Odoo EE) to
+<tt class="docutils literal">account_avatax_oca</tt>.</p>
+<p>To apply this change in your odoo database and continue using the OCA Avalara certified
+connector:</p>
+<blockquote>
+<ol class="arabic simple">
+<li><dl class="first docutils">
+<dt>Ensure you have the latest version from the OCA, and you see <tt class="docutils literal">account_avatax_oca</tt></dt>
+<dd>in your Apps list.</dd>
+</dl>
+</li>
+<li>Install the new <tt class="docutils literal">account_avatax_oca</tt> module</li>
+<li>Unistall the <tt class="docutils literal">account_avatax</tt> module</li>
+<li><dl class="first docutils">
+<dt>Confirm that your configurations were kept safe, in particular:</dt>
+<dd>Avatax API, “Avatax” default Fiscal Position, and “Avatax” default Tax record.</dd>
+</dl>
+</li>
+</ol>
+</blockquote>
+<p><strong>Table of contents</strong></p>
+<div class="contents local topic" id="contents">
+<ul class="simple">
+<li><a class="reference internal" href="#installation" id="toc-entry-1">Installation</a></li>
+<li><a class="reference internal" href="#configuration" id="toc-entry-2">Configuration</a><ul>
+<li><a class="reference internal" href="#configure-avatax-api-connection" id="toc-entry-3">Configure Avatax API Connection</a></li>
+<li><a class="reference internal" href="#configure-company-taxes" id="toc-entry-4">Configure Company Taxes</a></li>
+<li><a class="reference internal" href="#configure-customers" id="toc-entry-5">Configure Customers</a></li>
+<li><a class="reference internal" href="#configure-products" id="toc-entry-6">Configure Products</a></li>
+</ul>
+</li>
+<li><a class="reference internal" href="#usage" id="toc-entry-7">Usage</a><ul>
+<li><a class="reference internal" href="#customer-invoices" id="toc-entry-8">Customer Invoices</a><ul>
+<li><a class="reference internal" href="#create-new-customer-invoice" id="toc-entry-9">Create New Customer Invoice</a></li>
+<li><a class="reference internal" href="#validate-invoice" id="toc-entry-10">Validate Invoice</a></li>
+<li><a class="reference internal" href="#register-payment" id="toc-entry-11">Register Payment</a></li>
+<li><a class="reference internal" href="#customer-refunds" id="toc-entry-12">Customer Refunds</a></li>
+</ul>
+</li>
+<li><a class="reference internal" href="#sales-orders" id="toc-entry-13">Sales Orders</a></li>
+</ul>
+</li>
+<li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-14">Known issues / Roadmap</a></li>
+<li><a class="reference internal" href="#bug-tracker" id="toc-entry-15">Bug Tracker</a></li>
+<li><a class="reference internal" href="#credits" id="toc-entry-16">Credits</a><ul>
+<li><a class="reference internal" href="#authors" id="toc-entry-17">Authors</a></li>
+<li><a class="reference internal" href="#contributors" id="toc-entry-18">Contributors</a></li>
+<li><a class="reference internal" href="#other-credits" id="toc-entry-19">Other credits</a></li>
+<li><a class="reference internal" href="#maintainers" id="toc-entry-20">Maintainers</a></li>
+</ul>
+</li>
+</ul>
+</div>
+<div class="section" id="installation">
+<h1><a class="toc-backref" href="#toc-entry-1">Installation</a></h1>
+<p>Before installing the Avatax app, the Avalara Python client
+must be installed in your system.
+It is available at <a class="reference external" href="https://pypi.org/project/Avalara">https://pypi.org/project/Avalara</a>.</p>
+<p>Typically it can be installed in your system usin <tt class="docutils literal">pip</tt>:</p>
+<pre class="literal-block">
+pip3 install Avalara
+</pre>
+<p>The base app, <tt class="docutils literal">account_Avatax</tt>, adds Avatax support to Customer Invoices.
+Inthe official app store: <a class="reference external" href="https://apps.odoo.com/apps/modules/15.0/account_avatax/">https://apps.odoo.com/apps/modules/15.0/account_avatax/</a></p>
+<p>The <tt class="docutils literal">account_avatax_sale</tt> extension adds support to Quotations / Sales Orders.
+Inthe official app store: <a class="reference external" href="https://apps.odoo.com/apps/modules/15.0/account_avatax_sale/">https://apps.odoo.com/apps/modules/15.0/account_avatax_sale/</a></p>
+<p>In most cases you will want to download and install both modules.</p>
+<p>To install the Avatax app:</p>
+<ul class="simple">
+<li>Download the AvaTax modules</li>
+<li>Extract the downloaded files</li>
+<li>Upload the extracted directories into your Odoo module/addons directory</li>
+<li>Log into Odoo as an Administrator and enable the Developer Mode, in ‘Settings’</li>
+<li>Navigate to ‘Apps’, select the ‘Update Apps List’ menu, to have the new apps listed.</li>
+<li>In the Apps list, search for ‘AvaTax’</li>
+<li>Click on the Install button. If available, the <tt class="docutils literal">account_avatax_sale</tt> module will
+also be installed automatically.</li>
+</ul>
+</div>
+<div class="section" id="configuration">
+<h1><a class="toc-backref" href="#toc-entry-2">Configuration</a></h1>
+<p>To configure an Odoo company to use Avatax, follow these steps.
+Note tha tsome of them might be configured out of the box
+for the Odoo default company.</p>
+<ol class="arabic simple">
+<li>Configure AvaTax API Connection</li>
+<li>Configure Company Taxes</li>
+<li>Configure Customers</li>
+<li>Configure Products</li>
+</ol>
+<div class="section" id="configure-avatax-api-connection">
+<h2><a class="toc-backref" href="#toc-entry-3">Configure Avatax API Connection</a></h2>
+<p>Before you can configure the Odoo Avatax connector,
+you will need some connection details ready:</p>
+<ul class="simple">
+<li>Login to <a class="reference external" href="https://home.avalara.com/">https://home.avalara.com/</a></li>
+<li>Navigate to Settings &gt;&gt; All AvaTax Settings.
+There you will see the company details.</li>
+<li>Take note of the Account ID and Company Code</li>
+<li>Navigate to Settings &gt;&gt; License and API Keys.
+In the “Reset License Key” tab, click on the “Generate License Key” button,
+and take note of it.</li>
+</ul>
+<p>To configure AvaTax connector in Odoo:</p>
+<ul class="simple">
+<li>Navigate to: Accounting/Invoicing App &gt;&gt; Configuration &gt;&gt; AvaTax &gt;&gt; AvaTax API</li>
+<li>Click on the Create button</li>
+<li>Fill out the form with the elements collected from the AvaTax website:<ul>
+<li>Account ID</li>
+<li>License Key</li>
+<li>Service URL: usually Production, or Sandox if you have that available.</li>
+<li>Company Code</li>
+</ul>
+</li>
+<li>Click the Test Connection button</li>
+<li>Click the Save button</li>
+</ul>
+<p>Other Avatax API advanced configurations:</p>
+<ul class="simple">
+<li>Tax Calculation tab:<ul>
+<li>Disable Document Recording/Commiting: invoices will not be stored in Avalara</li>
+<li>Enable UPC Taxability: this will transmit Odoo’s product ean13 number
+instead of its Internal Reference. If there is no ean13
+then the Internal Reference will be sent automatically.</li>
+<li>Hide Exemption &amp; Tax Based on shipping address – this will give user ability
+to hide or show Tax Exemption and Tax Based on shipping address fields
+at the invoice level.</li>
+</ul>
+</li>
+<li>Address Validation tab:<ul>
+<li>Automatic Address Validation: automatically attempts
+to validate on creation and update of customer record,
+last validation date will be visible and stored</li>
+<li>Require Validated Addresses: if validation for customer is required but not valid,
+the validation will be forced</li>
+<li>Return validation results in upper case: validation results
+will return in upper case form</li>
+</ul>
+</li>
+<li>Advanced tab:<ul>
+<li>Automatically generate missing customer code: generates a customer code
+on creation and update of customer profile</li>
+<li>Log API requests: enables detailed AvaTax transaction logging within application</li>
+<li>Request Timeout: default is 300ms</li>
+<li>Countries: countries where AvaTax can be used.</li>
+</ul>
+</li>
+</ul>
+</div>
+<div class="section" id="configure-company-taxes">
+<h2><a class="toc-backref" href="#toc-entry-4">Configure Company Taxes</a></h2>
+<p>Each company linked to AvaTax and their associated warehouses
+should be configured to ensure the correct tax is calculated
+and applied for all transactions.</p>
+<p>Validate Company Address:</p>
+<ul class="simple">
+<li>On the AvTax API configuration form, click on the “Company Address” link</li>
+<li>On the company address form, click on the “validate” button
+in the “AvaTax” tab</li>
+</ul>
+<p>Validate Warehouse Address:</p>
+<ul class="simple">
+<li>Navigate to: Inventory &gt;&gt; Configuration &gt;&gt; Warehouse Management &gt;&gt; Warehouses</li>
+<li>For each warehouse, open the correspoding from view</li>
+<li>On the Warehouse form, click on the “Address” link</li>
+<li>On the warehouse address form, click on the “validate” button
+in the “AvaTax” tab</li>
+</ul>
+<p>Fiscal Positions is what tells the AvaTax connector if the AvaTax service
+should be used for a particular Sales Order or Invoice.</p>
+<p>Configure Fiscal Position:</p>
+<ul class="simple">
+<li>Navigate to: Accounting/Invoicing App &gt;&gt; Configuration &gt;&gt; Accounting
+&gt;&gt; Fiscal Positions</li>
+<li>Ensure there is a Fiscal Position record for the Company,
+with the “Use Avatax API” flag checked</li>
+</ul>
+<p>When the appropriate Fiscal Position is being used, and a tax rate is retrieved form
+AvaTax, then the corresponding Tax is automatically created in Odoo
+using a template tax record, that should have the appropriate accounting configurations.</p>
+<p>Configure Taxes:</p>
+<ul class="simple">
+<li>Navigate to: Accounting/Invoicing App &gt;&gt; Configuration &gt;&gt; Accounting &gt;&gt; Taxes</li>
+<li>Ensure there is a Tax record for the Company, with the “Is Avatax” flag checked
+(visible in the “Advanced Options” tab). This Tax should have:<ul>
+<li>Tax Type: Sales</li>
+<li>Tax Computation: Percentage of Price</li>
+<li>Amount: 0.0%</li>
+<li>Distribution for Invoices: ensure correct account configuration</li>
+<li>Distribution for Credit Notes: ensure correct account configuration</li>
+</ul>
+</li>
+</ul>
+</div>
+<div class="section" id="configure-customers">
+<h2><a class="toc-backref" href="#toc-entry-5">Configure Customers</a></h2>
+<dl class="docutils">
+<dt>Exemption codes are allowed for users where they may apply (ex. Government entities).</dt>
+<dd>Navigate to: Accounting or Invoicing App &gt;&gt; Configuration &gt;&gt; AvaTax &gt;&gt; Exemption Code</dd>
+<dt>The module is installed with 16 predefined exemption codes.</dt>
+<dd>You can add, remove, and modify exemption codes.</dd>
+</dl>
+<p>Properly configuring each customer ensures the correct tax is calculated
+and applied for all transactions.</p>
+<p>Create New Customer</p>
+<ul class="simple">
+<li>Navigate to Contacts</li>
+<li>Click Create button</li>
+</ul>
+<p>Configure and Validate Customer Address</p>
+<ul class="simple">
+<li>Enter Customer Address</li>
+<li>Under AvaTax &gt;&gt; Validation, click Validate button</li>
+<li>AvaTax Module will attempt to match the address you entered
+with a valid address in its database.
+Click the Accept button if the address is valid.</li>
+</ul>
+<p>Tax Exemption Status</p>
+<ul class="simple">
+<li>If the customer is tax exempt, check the box under
+AvaTax &gt;&gt; Tax Exemption &gt;&gt; Is Tax Exempt and</li>
+<li>Select the desired Tax Exempt Code from the dropdown menu.</li>
+</ul>
+</div>
+<div class="section" id="configure-products">
+<h2><a class="toc-backref" href="#toc-entry-6">Configure Products</a></h2>
+<p>Create product tax codes to assign to products and/or product categories.
+Navigate to: Accounting or Invoicing App &gt;&gt; Configuration &gt;&gt; AvaTax &gt;&gt; Product Tax Codes.</p>
+<p>From here you can add, remove, and modify the product tax codes.</p>
+<p>Products in Odoo are typically assigned to product categories.
+AvaTax settings can also be assigned to the product category
+when a product category is created.</p>
+<ul class="simple">
+<li>Create New Product Category<ul>
+<li>Navigate to: Inventory &gt;&gt; Configuration &gt;&gt; Products &gt;&gt; Product Categories</li>
+<li>Click Create button</li>
+</ul>
+</li>
+<li>Configure Product Category Tax Code<ul>
+<li>Under AvaTax Properties &gt;&gt; Tax Code</li>
+<li>Select the desired Tax Code</li>
+</ul>
+</li>
+</ul>
+</div>
+</div>
+<div class="section" id="usage">
+<h1><a class="toc-backref" href="#toc-entry-7">Usage</a></h1>
+<div class="section" id="customer-invoices">
+<h2><a class="toc-backref" href="#toc-entry-8">Customer Invoices</a></h2>
+<p>The AvaTax module is integrated into Sales Invoices
+and is applied to each transaction.
+The transaction log in the AvaTax dashboard shows the invoice details
+and displays whether the transaction is in an uncommitted or committed status.</p>
+<p>A validated invoice will have a Committed status
+and a cancelled invoice will have a Voided status.</p>
+<p>The module will check if there is a selected warehouse
+and will automatically determine the address of the warehouse
+and the origin location.
+If no address is assigned to the warehouse, the company address is used.</p>
+<p>Discounts are handled when they are enabled in Odoo’s settings.
+They are calculated as a net deduction on the line item cost
+before the total is sent to AvaTax.</p>
+<div class="section" id="create-new-customer-invoice">
+<h3><a class="toc-backref" href="#toc-entry-9">Create New Customer Invoice</a></h3>
+<ul class="simple">
+<li>Navigate to: Accounting or Invoicing &gt;&gt; Customers &gt;&gt; Invoices.</li>
+<li>Click Create button.</li>
+</ul>
+</div>
+<div class="section" id="validate-invoice">
+<h3><a class="toc-backref" href="#toc-entry-10">Validate Invoice</a></h3>
+<ul class="simple">
+<li>Ensure that Tax based on shipping address is checked.</li>
+<li>Line items should have AVATAX selected under Taxes for internal records.</li>
+<li>To complete the invoice, click the Validate button.</li>
+<li>The sale order will now appear in the AvaTax dashboard.</li>
+</ul>
+</div>
+<div class="section" id="register-payment">
+<h3><a class="toc-backref" href="#toc-entry-11">Register Payment</a></h3>
+<ul class="simple">
+<li>Click the Register Payment button to finalize the invoice.</li>
+</ul>
+</div>
+<div class="section" id="customer-refunds">
+<h3><a class="toc-backref" href="#toc-entry-12">Customer Refunds</a></h3>
+<p>Odoo applies refunds as opposed to voids in its accounting module.
+As with customer invoices, the AvaTax module is integrated
+with customer refunds and is applied to each transaction.</p>
+<dl class="docutils">
+<dt>Refunded invoice transactions will be indicated</dt>
+<dd>with a negative total in the AvaTax interface.</dd>
+</dl>
+<p>Initiate Customer Refund</p>
+<ul class="simple">
+<li>Navigate to: Accounting or Invoicing &gt;&gt; Customers &gt;&gt; Invoices</li>
+<li>Select the invoice you wish to refund</li>
+<li>Click Add Credit Note button</li>
+</ul>
+<p>Create Credit Note</p>
+<ul class="simple">
+<li>Under Credit Method, select Create a draft credit note.</li>
+<li>Enter a reason.</li>
+<li>Click Add Credit Note button.</li>
+</ul>
+<p>Note: You will be taken to the Credit Notes list view</p>
+<p>Validate Refund</p>
+<ul class="simple">
+<li>Select the Credit Note you wish to validate, review and then click Validate button.</li>
+</ul>
+<p>Register Refund Payment</p>
+<ul class="simple">
+<li>Click Register Payment button to complete a refund</li>
+</ul>
+</div>
+</div>
+<div class="section" id="sales-orders">
+<h2><a class="toc-backref" href="#toc-entry-13">Sales Orders</a></h2>
+<p>The AvaTax module is integrated into Sales Orders and allows computation of taxes.
+Sales order transactions do not appear in the in the AvaTax interface.</p>
+<dl class="docutils">
+<dt>The information placed in the sales order will automatically pass to the invoice</dt>
+<dd>on the Avalara server and can be viewed in the AvaTax control panel.</dd>
+</dl>
+<p>Discounts are handled when they are enabled in Odoo’s settings.
+They will be reported as a net deduction on the line item cost.</p>
+<p>Create New Sales Order</p>
+<ul class="simple">
+<li>Navigate to: Sales &gt;&gt; Orders &gt;&gt; Orders</li>
+<li>Click Create button</li>
+</ul>
+<p>Compute Taxes with AvaTax</p>
+<ul class="simple">
+<li>The module will calculate tax when the sales order is confirmed,
+or by navigating to Action &gt;&gt; Update taxes with Avatax.
+At this step, the sales order will retrieve the tax amount from Avalara
+but will not report the transaction to the AvaTax dashboard.
+Only invoice, refund, and payment activity are reported to the dashboard.</li>
+<li>The module will check if there is a selected warehouse
+and will automatically determine the address of the warehouse
+and the origin location. If no address is assigned to the warehouse
+the module will automatically use the address of the company as its origin.
+Location code will automatically populate with the warehouse code
+but can be modified if needed.</li>
+</ul>
+</div>
+</div>
+<div class="section" id="known-issues-roadmap">
+<h1><a class="toc-backref" href="#toc-entry-14">Known issues / Roadmap</a></h1>
+<p>The development of this module was driven by US companies to compute Sales Tax.</p>
+<p>However the Avatax service supports more use cases, that could be added:</p>
+<ul class="simple">
+<li>Add support to EU VAT</li>
+<li>Add support to US Use Tax on Purchases / vendor Bills</li>
+</ul>
+<p>Other improvements that could be added:</p>
+<ul class="simple">
+<li>Detect and warn if customers State is not a nexus available for the current account</li>
+</ul>
+</div>
+<div class="section" id="bug-tracker">
+<h1><a class="toc-backref" href="#toc-entry-15">Bug Tracker</a></h1>
+<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-fiscal-rule/issues">GitHub Issues</a>.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+<a class="reference external" href="https://github.com/OCA/account-fiscal-rule/issues/new?body=module:%20account_avatax_oca%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
+<p>Do not contact contributors directly about support or help with technical issues.</p>
+</div>
+<div class="section" id="credits">
+<h1><a class="toc-backref" href="#toc-entry-16">Credits</a></h1>
+<div class="section" id="authors">
+<h2><a class="toc-backref" href="#toc-entry-17">Authors</a></h2>
+<ul class="simple">
+<li>Open Source Integrators</li>
+<li>Fabrice Henrion</li>
+<li>Sodexis</li>
+</ul>
+</div>
+<div class="section" id="contributors">
+<h2><a class="toc-backref" href="#toc-entry-18">Contributors</a></h2>
+<ul class="simple">
+<li>Odoo SA<ul>
+<li>Fabrice Henrion</li>
+</ul>
+</li>
+<li>Open Source Integrators (<a class="reference external" href="https://opensourceintegrators.com">https://opensourceintegrators.com</a>)<ul>
+<li>Daniel Reis &lt;<a class="reference external" href="mailto:dreis&#64;opensourceintegrators.com">dreis&#64;opensourceintegrators.com</a>&gt;</li>
+<li>Bhavesh Odedra &lt;<a class="reference external" href="mailto:bodedra&#64;opensourceintegrators.com">bodedra&#64;opensourceintegrators.com</a>&gt;</li>
+<li>Sandip Mangukiya &lt;<a class="reference external" href="mailto:smangukiya&#64;opensourceintegrators.com">smangukiya&#64;opensourceintegrators.com</a>&gt;</li>
+<li>Nikul Chaudhary &lt;<a class="reference external" href="mailto:nchaudhary&#64;opensourceintegrators.com">nchaudhary&#64;opensourceintegrators.com</a>&gt;</li>
+</ul>
+</li>
+<li>Serpent CS<ul>
+<li>Murtuza Saleh</li>
+</ul>
+</li>
+<li>Sodexis<ul>
+<li>Atchuthan Ubendran</li>
+</ul>
+</li>
+</ul>
+<ul class="simple">
+<li>Kencove (&lt;<a class="reference external" href="https://kencove.com">https://kencove.com</a>&gt;)
+- Don Kendall &lt;&lt;<a class="reference external" href="mailto:kendall&#64;donkendall.com">kendall&#64;donkendall.com</a>&gt;&gt;
+- Mohamed Alkobrosli &lt;&lt;<a class="reference external" href="mailto:malkobrosly&#64;kencove.com">malkobrosly&#64;kencove.com</a>&gt;&gt;
+- Wai-Lun Lin &lt;&lt;<a class="reference external" href="mailto:wlin&#64;kencove.com">wlin&#64;kencove.com</a>&gt;&gt;</li>
+</ul>
+</div>
+<div class="section" id="other-credits">
+<h2><a class="toc-backref" href="#toc-entry-19">Other credits</a></h2>
+<p>This module was originally developed by Fabrice Henrion at Odoo SA,
+and maintained up to version 11.</p>
+<p>For version 12, Fabrice invited partners to migrate this modules to
+later version, and maintain it.</p>
+<p>Open Source Integrators performed the migration to Odoo 12
+, and later added support for the more up to date REST API
+, alongside with the legacy SOAP API.</p>
+<p>With the addition of the REST API, a deep refactor was introduced,
+changing the tax calculation approach, from just setting the total
+tax amount, to instead adding the tax rates to each document line
+and then having Odoo do all the other computations.</p>
+<p>For Odoo 13, the legacy SOAP support was supported, and
+additional refactoring was done to contribute the module
+to the Odoo Community Association.</p>
+</div>
+<div class="section" id="maintainers">
+<h2><a class="toc-backref" href="#toc-entry-20">Maintainers</a></h2>
+<p>This module is maintained by the OCA.</p>
+<a class="reference external image-reference" href="https://odoo-community.org">
+<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
+</a>
+<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.</p>
+<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
+<p><a class="reference external image-reference" href="https://github.com/dreispt"><img alt="dreispt" src="https://github.com/dreispt.png?size=40px" /></a></p>
+<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-fiscal-rule/tree/16.0/account_avatax_oca">OCA/account-fiscal-rule</a> project on GitHub.</p>
+<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
+</div>
+</div>
+</div>
+</body>
+</html>

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/tests/__init__.py

@@ -0,0 +1,4 @@
+from . import test_account_tax
+from . import test_avatax
+from . import test_parter
+from . import test_rest_api

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/tests/mock_avatax.py

@@ -0,0 +1,367 @@
+def _mock_line(product_data):
+    subtotal = product_data.get("price_unit", 0.0) * product_data.get(
+        "quantity"
+    ) - product_data.get("discount_amount")
+    tax_amount = subtotal * product_data.get("rate_expected", 0.0)
+    res = {
+        "boundaryOverrideId": 0,
+        "businessIdentificationNo": "",
+        "costInsuranceFreight": 0.0,
+        "customerUsageType": "",
+        "description": product_data.get("product")
+        and product_data.get("product").display_name
+        or "No Name",
+        "destinationAddressId": 85600959974166,
+        "details": [
+            {
+                "addressId": 85600959974167,
+                "chargedTo": "Buyer",
+                "country": "US",
+                "countyFIPS": "",
+                "exemptAmount": product_data.get("exemption_amount", 0.0),
+                "exemptReasonId": 3,
+                "exemptRuleId": 7455340,
+                "exemptUnits": product_data.get("exemption_amount", 0.0),
+                "id": 85600959974176,
+                "inState": True,
+                "isFee": False,
+                "isNonPassThru": False,
+                "jurisCode": "29",
+                "jurisName": "MISSOURI",
+                "jurisType": "STA",
+                "jurisdictionId": 2000001420,
+                "jurisdictionType": "State",
+                "liabilityType": "Seller",
+                "nonTaxableAmount": 0.0,
+                "nonTaxableRuleId": 0,
+                "nonTaxableType": "RateRule",
+                "nonTaxableUnits": 0.0,
+                "rate": product_data.get("rate_expected", 0.0),
+                "rateRuleId": 1065438,
+                "rateSourceId": 3,
+                "rateType": "General",
+                "rateTypeCode": "G",
+                "region": "MO",
+                "reportingExemptUnits": product_data.get("exemption_amount", 0.0),
+                "reportingNonTaxableUnits": 0.0,
+                "reportingTax": 0.0,
+                "reportingTaxCalculated": 0.0,
+                "reportingTaxableUnits": 0.0,
+                "serCode": "",
+                "signatureCode": "AXYM",
+                "sourcing": "Origin",
+                "stateAssignedNo": "",
+                "stateFIPS": "29",
+                "tax": tax_amount,
+                "taxAuthorityTypeId": 45,
+                "taxCalculated": tax_amount,
+                "taxName": "MO STATE TAX",
+                "taxOverride": 0.0,
+                "taxRegionId": 2078034,
+                "taxSubTypeId": "S",
+                "taxType": "Sales",
+                "taxTypeGroupId": "SalesAndUse",
+                "taxableAmount": subtotal,
+                "taxableUnits": subtotal,
+                "transactionId": 85600959974165,
+                "transactionLineId": 85600959974171,
+                "unitOfBasis": "PerCurrencyUnit",
+            },
+            {
+                "addressId": 85600959974167,
+                "chargedTo": "Buyer",
+                "country": "US",
+                "countyFIPS": "",
+                "exemptAmount": product_data.get("exemption_amount", 0.0),
+                "exemptReasonId": 3,
+                "exemptRuleId": 7455340,
+                "exemptUnits": product_data.get("exemption_amount", 0.0),
+                "id": 85600959974177,
+                "inState": True,
+                "isFee": False,
+                "isNonPassThru": False,
+                "jurisCode": "037",
+                "jurisName": "CASS",
+                "jurisType": "CTY",
+                "jurisdictionId": 1527,
+                "jurisdictionType": "County",
+                "liabilityType": "Seller",
+                "nonTaxableAmount": 0.0,
+                "nonTaxableRuleId": 0,
+                "nonTaxableType": "RateRule",
+                "nonTaxableUnits": 0.0,
+                "rate": product_data.get("rate_expected", 0.0),
+                "rateRuleId": 1654198,
+                "rateSourceId": 3,
+                "rateType": "General",
+                "rateTypeCode": "G",
+                "region": "MO",
+                "reportingExemptUnits": product_data.get("exemption_amount", 0.0),
+                "reportingNonTaxableUnits": 0.0,
+                "reportingTax": 0.0,
+                "reportingTaxCalculated": 0.0,
+                "reportingTaxableUnits": 0.0,
+                "serCode": "",
+                "signatureCode": "AYFX",
+                "sourcing": "Origin",
+                "stateAssignedNo": "56756-037-000",
+                "stateFIPS": "29",
+                "tax": tax_amount,
+                "taxAuthorityTypeId": 45,
+                "taxCalculated": tax_amount,
+                "taxName": "MO COUNTY TAX",
+                "taxOverride": 0.0,
+                "taxRegionId": 2078034,
+                "taxSubTypeId": "S",
+                "taxType": "Sales",
+                "taxTypeGroupId": "SalesAndUse",
+                "taxableAmount": subtotal,
+                "taxableUnits": subtotal,
+                "transactionId": 85600959974165,
+                "transactionLineId": 85600959974171,
+                "unitOfBasis": "PerCurrencyUnit",
+            },
+            {
+                "addressId": 85600959974167,
+                "chargedTo": "Buyer",
+                "country": "US",
+                "countyFIPS": "",
+                "exemptAmount": product_data.get("exemption_amount", 0.0),
+                "exemptReasonId": 3,
+                "exemptRuleId": 7455340,
+                "exemptUnits": product_data.get("exemption_amount", 0.0),
+                "id": 85600959974178,
+                "inState": True,
+                "isFee": False,
+                "isNonPassThru": False,
+                "jurisCode": "56756",
+                "jurisName": "PECULIAR",
+                "jurisType": "CIT",
+                "jurisdictionId": 85774,
+                "jurisdictionType": "City",
+                "liabilityType": "Seller",
+                "nonTaxableAmount": 0.0,
+                "nonTaxableRuleId": 0,
+                "nonTaxableType": "RateRule",
+                "nonTaxableUnits": 0.0,
+                "rate": product_data.get("rate_expected"),
+                "rateRuleId": 1391040,
+                "rateSourceId": 3,
+                "rateType": "General",
+                "rateTypeCode": "G",
+                "region": "MO",
+                "reportingExemptUnits": product_data.get("exemption_amount", 0.0),
+                "reportingNonTaxableUnits": 0.0,
+                "reportingTax": 0.0,
+                "reportingTaxCalculated": 0.0,
+                "reportingTaxableUnits": 0.0,
+                "serCode": "",
+                "signatureCode": "AYGM",
+                "sourcing": "Origin",
+                "stateAssignedNo": "56756-037-000",
+                "stateFIPS": "29",
+                "tax": tax_amount,
+                "taxAuthorityTypeId": 45,
+                "taxCalculated": tax_amount,
+                "taxName": "MO CITY TAX",
+                "taxOverride": 0.0,
+                "taxRegionId": 2078034,
+                "taxSubTypeId": "S",
+                "taxType": "Sales",
+                "taxTypeGroupId": "SalesAndUse",
+                "taxableAmount": subtotal,
+                "taxableUnits": subtotal,
+                "transactionId": 85600959974165,
+                "transactionLineId": 85600959974171,
+                "unitOfBasis": "PerCurrencyUnit",
+            },
+        ],
+        "discountAmount": product_data.get("discount_amount"),
+        "discountTypeId": 0,
+        "entityUseCode": "",
+        "exemptAmount": product_data.get("exemption_amount", 0.0),
+        "exemptCertId": 90867213,
+        "exemptNo": "",
+        "hsCode": "",
+        "id": 85600959974171,
+        "isItemTaxable": False,
+        "isSSTP": False,
+        "itemCode": "MPC",
+        "lineAmount": subtotal,
+        "lineLocationTypes": [
+            {
+                "documentAddressId": 85600959974167,
+                "documentLineId": 85600959974171,
+                "documentLineLocationTypeId": 85600959974174,
+                "locationTypeCode": "ShipFrom",
+            },
+            {
+                "documentAddressId": 85600959974166,
+                "documentLineId": 85600959974171,
+                "documentLineLocationTypeId": 85600959974175,
+                "locationTypeCode": "ShipTo",
+            },
+        ],
+        "lineNumber": f"{product_data.get('line_id')}",
+        "nonPassthroughDetails": [],
+        "originAddressId": 85600959974167,
+        "quantity": product_data.get("quantity"),
+        "ref1": "",
+        "ref2": "",
+        "reportingDate": "2024-09-17",
+        "revAccount": "",
+        "sourcing": "Origin",
+        "tax": tax_amount,
+        "taxCalculated": tax_amount,
+        "taxCode": "PA020122",
+        "taxCodeId": 71096,
+        "taxDate": "2024-09-17",
+        "taxEngine": "",
+        "taxIncluded": False,
+        "taxOverrideAmount": 0.0,
+        "taxOverrideReason": "",
+        "taxOverrideType": "None",
+        "taxableAmount": subtotal,
+        "transactionId": 85600959974165,
+        "vatCode": "",
+        "vatNumberTypeId": 0,
+    }
+    return subtotal, tax_amount, res
+
+
+def mock_response(product_data_list):
+    """
+    Mock to simulate avalara answer, it's only a standard compute
+    Keyword arguments:
+        product_data_list -- List of dict with:
+            - product (browse record)
+            - quantity
+            - price_unit
+            - discount_amount
+            - exemption_amount
+            - rate_expected
+            - line_id (invoice line id)
+    Return:
+        Dict with mocked response
+    """
+    lines_data = [_mock_line(product_data) for product_data in product_data_list]
+    subtotal = sum(line[0] for line in lines_data)
+    tax_amount = sum(line[1] for line in lines_data)
+    lines_data = [line[2] for line in lines_data]
+    res = {
+        "addresses": [
+            {
+                "boundaryLevel": "Zip5",
+                "city": "Hale",
+                "country": "US",
+                "id": 85600941773548,
+                "line1": "0000 E State Rd",
+                "line2": "",
+                "line3": "",
+                "postalCode": "00000-0000",
+                "region": "MI",
+                "taxRegionId": 1056912,
+                "transactionId": 85600941773547,
+            },
+            {
+                "boundaryLevel": "Address",
+                "city": "Blairsville",
+                "country": "US",
+                "id": 85600941773549,
+                "latitude": "0.000000",
+                "line1": "000 Kendall Rd",
+                "line2": "",
+                "line3": "",
+                "longitude": "0.000000",
+                "postalCode": "00000-0000",
+                "region": "PA",
+                "taxRegionId": 4012044,
+                "transactionId": 85600941773547,
+            },
+        ],
+        "adjustmentDescription": "",
+        "adjustmentReason": "NotAdjusted",
+        "apStatus": None,
+        "apStatusCode": None,
+        "batchCode": "",
+        "businessIdentificationNo": "",
+        "code": "INV/2024/09/1482",
+        "companyId": 951445,
+        "country": "US",
+        "currencyCode": "USD",
+        "customerCode": "CC-000000:0",
+        "customerUsageType": "",
+        "customerVendorCode": "CC-000000:0",
+        "date": "2024-09-17",
+        "description": "INV/2024/09/1482",
+        "destinationAddressId": 85600941773548,
+        "email": "",
+        "entityUseCode": "",
+        "exchangeRate": 1.0,
+        "exchangeRateCurrencyCode": "USD",
+        "exchangeRateEffectiveDate": "2024-09-17",
+        "exemptNo": "",
+        "id": 85600941773547,
+        "lines": lines_data,
+        "locationCode": "",
+        "locationTypes": [
+            {
+                "documentAddressId": 85600941773549,
+                "documentId": 85600941773547,
+                "documentLocationTypeId": 85600941773551,
+                "locationTypeCode": "ShipFrom",
+            },
+            {
+                "documentAddressId": 85600941773548,
+                "documentId": 85600941773547,
+                "documentLocationTypeId": 85600941773552,
+                "locationTypeCode": "ShipTo",
+            },
+        ],
+        "locked": False,
+        "modifiedDate": "2024-09-17T20:56:39.7321524Z",
+        "modifiedUserId": 1094294,
+        "originAddressId": 85600941773549,
+        "purchaseOrderNo": "",
+        "reconciled": False,
+        "referenceCode": "",
+        "region": "MI",
+        "reportingLocationCode": "",
+        "salespersonCode": "Jimmy Dunmire",
+        "softwareVersion": "24.8.0.0",
+        "status": "Committed",
+        "summary": [
+            {
+                "country": "US",
+                "exemption": 0.0,
+                "jurisCode": "26",
+                "jurisName": "MICHIGAN",
+                "jurisType": "State",
+                "nonTaxable": 0.0,
+                "rate": 0.06,
+                "rateType": "General",
+                "region": "MI",
+                "stateAssignedNo": "",
+                "tax": tax_amount,
+                "taxAuthorityType": 45,
+                "taxCalculated": tax_amount,
+                "taxName": "MI STATE TAX",
+                "taxSubType": "S",
+                "taxType": "Sales",
+                "taxable": subtotal,
+            }
+        ],
+        "taxDate": "2024-09-17",
+        "taxOverrideAmount": 0.0,
+        "taxOverrideReason": "",
+        "taxOverrideType": "None",
+        "totalAmount": subtotal,
+        "totalDiscount": 0.0,
+        "totalExempt": 0.0,
+        "totalTax": tax_amount,
+        "totalTaxCalculated": tax_amount,
+        "totalTaxable": subtotal,
+        "type": "SalesInvoice",
+        "version": 1,
+    }
+    return res

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/tests/test_account_tax.py

@@ -0,0 +1,35 @@
+# Copyright 2021 Open Source Integrators
+# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html
+
+
+from odoo import exceptions
+from odoo.tests import common
+
+
+class TestAvatax(common.TransactionCase):
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.Tax = cls.env["account.tax"]
+        cls.company1 = cls.env.ref("base.main_company")
+        cls.company2 = cls.env["res.company"].create({"name": "Company Avatax 2"})
+        cls.journal = cls.env["account.journal"].create(
+            {
+                "name": "Test Sales Journal",
+                "type": "sale",
+                "code": "TSJ",
+                "company_id": cls.company2.id,
+            }
+        )
+
+    def test_get_avatax_tax_rate(self):
+        tax75 = self.Tax.get_avalara_tax(7.5, "out_invoice")
+        self.assertEqual(tax75.amount, 7.5)
+
+    def test_get_avatax_template(self):
+        tax = self.Tax.get_avalara_tax(0, "out_invoice")
+        self.assertEqual(tax.name, "AVATAX")
+
+    def test_get_avatax_template_missing(self):
+        with self.assertRaises(exceptions.UserError):
+            self.Tax.with_company(self.company2).get_avalara_tax(0, "out_invoice")

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/tests/test_avatax.py

@@ -0,0 +1,179 @@
+# Copyright 2021 Open Source Integrators
+# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html
+
+
+from unittest.mock import patch
+
+from odoo.tests import Form, common
+
+from .mock_avatax import mock_response
+
+
+class TestAvatax(common.TransactionCase):
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.fiscal_position = cls.env["account.fiscal.position"].create(
+            {
+                "name": "Avatax Demo",
+                "is_avatax": True,
+            }
+        )
+        cls.customer = cls.env["res.partner"].create(
+            {
+                "name": "Customer",
+                "property_account_position_id": cls.fiscal_position.id,
+                "property_tax_exempt": True,
+                "property_exemption_number": "12321",
+                "property_exemption_code_id": cls.env.ref(
+                    "account_avatax_oca.resale_type"
+                ),
+            }
+        )
+
+        cls.invoice = cls.env["account.move"].create(
+            {
+                "move_type": "out_invoice",
+                "partner_id": cls.customer.id,
+                "invoice_line_ids": [
+                    (0, 0, {"name": "Invoice Line", "price_unit": 10, "quantity": 10})
+                ],
+            }
+        )
+
+    def test_100_onchange_customer_exempt(self):
+        self.invoice.partner_id = self.customer
+        self.assertEqual(
+            self.invoice.exemption_code, self.customer.property_exemption_number
+        )
+
+    @patch(
+        "odoo.addons.account_avatax_oca.models.res_company.Company.get_avatax_config_company"
+    )
+    @patch(
+        "odoo.addons.account_avatax_oca.models.avalara_salestax.AvalaraSalestax.create_transaction"  # noqa: B950
+    )
+    def test_avatax_compute_tax(
+        self, mock_create_transaction, mock_get_avatax_config_company
+    ):
+        avatax_config = self.env["avalara.salestax"].create(
+            {
+                "account_number": "123456",
+                "license_key": "123456",
+                "company_code": "DEFAULT",
+                "disable_tax_calculation": False,
+                "invoice_calculate_tax": False,
+            }
+        )
+        mock_get_avatax_config_company.return_value = avatax_config
+
+        # Force empty taxes to check only avatax taxes
+        self.invoice.invoice_line_ids.write(
+            {
+                "tax_ids": [(6, 0, [])],
+            }
+        )
+
+        invoice_line_data = [
+            {
+                "product_id": self.env["product.product"].create({"name": "Product 1"}),
+                "quantity": 5,
+                "price_unit": 102.5,
+                "rate": 0.06448,
+            },
+            {
+                "product_id": self.env["product.product"].create({"name": "Product 2"}),
+                "quantity": 4,
+                "price_unit": 25.5,
+                "rate": 0.03448,
+            },
+        ]
+
+        self.invoice.invoice_line_ids.unlink()
+        invoice_form = Form(self.invoice)
+
+        for line_data in invoice_line_data:
+            with invoice_form.invoice_line_ids.new() as line:
+                line.product_id = line_data.get("product_id")
+                line.quantity = line_data.get("quantity")
+                line.price_unit = line_data.get("price_unit")
+                line.tax_ids.clear()
+        self.assertFalse(invoice_form.calculate_tax_on_save)
+        self.invoice = invoice_form.save()
+        self.assertFalse(self.invoice.calculate_tax_on_save)
+        mock_create_transaction.return_value = mock_response(
+            [
+                {
+                    "product": line.product_id,
+                    "quantity": line.quantity,
+                    "price_unit": line.price_unit,
+                    "discount_amount": line.price_subtotal
+                    - ((line.price_unit * line.quantity) * (1 - line.discount * 100.0)),
+                    "rate_expected": line_data.get("rate"),
+                    "line_id": line.id,
+                }
+                for line, line_data in zip(
+                    self.invoice.invoice_line_ids, invoice_line_data
+                )
+            ]
+        )
+
+        self.invoice.invalidate_model(["invoice_line_ids"])
+        for line in self.invoice.invoice_line_ids:
+            self.assertFalse(bool(line.tax_ids))
+        self.invoice.action_post()
+
+        for line in self.invoice.invoice_line_ids:
+            self.assertTrue(bool(line.tax_ids))
+
+        self.assertEqual(
+            self.invoice.amount_tax + self.invoice.amount_untaxed,
+            self.invoice.amount_residual,
+        )
+        mock_get_avatax_config_company.assert_called()
+        mock_create_transaction.assert_called()
+
+        self.invoice.button_draft()
+
+        avatax_config.write(
+            {
+                "invoice_calculate_tax": True,
+            }
+        )
+
+        self.invoice.invoice_line_ids.unlink()
+
+        invoice_form = Form(self.invoice)
+        for line_data in invoice_line_data:
+            with invoice_form.invoice_line_ids.new() as line:
+                line.product_id = line_data.get("product_id")
+                line.quantity = line_data.get("quantity")
+                line.price_unit = line_data.get("price_unit")
+                line.tax_ids.clear()
+        self.assertTrue(invoice_form.calculate_tax_on_save)
+        self.invoice = invoice_form.save()
+        mock_create_transaction.return_value = mock_response(
+            [
+                {
+                    "product": line.product_id,
+                    "quantity": line.quantity,
+                    "price_unit": line.price_unit,
+                    "discount_amount": line.price_subtotal
+                    - ((line.price_unit * line.quantity) * (1 - line.discount * 100.0)),
+                    "rate_expected": line_data.get("rate"),
+                    "line_id": line.id,
+                }
+                for line, line_data in zip(
+                    self.invoice.invoice_line_ids, invoice_line_data
+                )
+            ]
+        )
+        self.assertFalse(self.invoice.calculate_tax_on_save)
+        self.invoice.action_post()
+        for line in self.invoice.invoice_line_ids:
+            self.assertTrue(bool(line.tax_ids))
+
+        self.assertEqual(
+            self.invoice.amount_tax + self.invoice.amount_untaxed,
+            self.invoice.amount_residual,
+        )

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/tests/test_parter.py

@@ -0,0 +1,12 @@
+# Copyright 2021 Open Source Integrators
+# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html
+
+from odoo.tests import common
+
+
+class TestAvatax(common.TransactionCase):
+    def test_customer_existing_code(self):
+        "Create Customer with an already existing code (data import)"
+        val_customer = {"name": "New Customer", "customer_code": "ABC"}
+        new_customer = self.env["res.partner"].create(val_customer)
+        self.assertEqual(new_customer.customer_code, "ABC")

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/tests/test_rest_api.py

@@ -0,0 +1,52 @@
+# Copyright 2022 Open Source Integrators
+# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html
+
+from odoo.tests import common
+
+from ..models.avatax_rest_api import AvaTaxRESTService
+
+
+class TestAvatax(common.TransactionCase):
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.API = AvaTaxRESTService()
+
+    def test_enrich_result_lines_with_tax_rate(self):
+        avatax_result = {
+            "lines": [
+                {
+                    "details": [
+                        {
+                            "rate": 0.056,
+                            "tax": 0.0,
+                            "taxCalculated": 0.0,
+                            "taxName": "AZ STATE TAX",
+                            "taxableAmount": 0.0,
+                        },
+                        {
+                            "rate": 0.007,
+                            "tax": 0.0,
+                            "taxCalculated": 0.0,
+                            "taxName": "AZ COUNTY TAX",
+                            "taxableAmount": 0.0,
+                        },
+                        {
+                            "rate": 0.018,
+                            "tax": 0.16,
+                            "taxCalculated": 0.16,
+                            "taxName": "AZ CITY TAX",
+                            "taxableAmount": 9.0,
+                        },
+                    ],
+                    "isItemTaxable": True,
+                    "lineAmount": 9.0,
+                    "tax": 0.16,
+                    "taxCalculated": 0.16,
+                    "taxableAmount": 9.0,
+                }
+            ]
+        }
+        result = self.API._enrich_result_lines_with_tax_rate(avatax_result)
+        rate = result["lines"][0]["rate"]
+        self.assertEqual(rate, 1.8)

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/views/account_fiscal_position_view.xml

@@ -0,0 +1,12 @@
+<odoo>
+    <record id="view_fiscal_position_form_avatax" model="ir.ui.view">
+        <field name="name">account.fiscal.position form add Avatax</field>
+        <field name="model">account.fiscal.position</field>
+        <field name="inherit_id" ref="account.view_account_position_form" />
+        <field name="arch" type="xml">
+            <field name="name" position="after">
+                <field name="is_avatax" />
+            </field>
+        </field>
+    </record>
+</odoo>

odoo-bringout-oca-account-fiscal-rule-account_avatax_oca/account_avatax_oca/views/account_move_action.xml

@@ -0,0 +1,9 @@
+<odoo>
+    <record model="ir.actions.server" id="action_account_invoice_compute_taxes">
+        <field name="name">Update taxes with AvaTax</field>
+        <field name="model_id" ref="account.model_account_move" />
+        <field name="binding_model_id" ref="account.model_account_move" />
+        <field name="state">code</field>
+        <field name="code">records.avatax_compute_taxes()</field>
+    </record>
+</odoo>