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952 lines
43 KiB
Python
952 lines
43 KiB
Python
# -*- coding: utf-8 -*-
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# pylint: disable=C0326
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from odoo import Command
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from odoo.addons.account.tests.common import AccountTestInvoicingCommon
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from odoo.tests import tagged, Form
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@tagged('post_install', '-at_install')
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class TestInvoiceTaxes(AccountTestInvoicingCommon):
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@classmethod
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def setUpClass(cls):
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super().setUpClass()
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cls.other_currency = cls.setup_other_currency('HRK')
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cls.percent_tax_1 = cls.env['account.tax'].create({
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'name': '21%',
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'amount_type': 'percent',
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'amount': 21,
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'sequence': 10,
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})
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cls.percent_tax_1_incl = cls.env['account.tax'].create({
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'name': '21% incl',
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'amount_type': 'percent',
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'amount': 21,
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'price_include_override': 'tax_included',
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'include_base_amount': True,
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'sequence': 20,
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})
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cls.percent_tax_2 = cls.env['account.tax'].create({
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'name': '12%',
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'amount_type': 'percent',
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'amount': 12,
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'sequence': 30,
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})
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cls.percent_tax_3_incl = cls.env['account.tax'].create({
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'name': '5% incl',
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'amount_type': 'percent',
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'amount': 5,
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'price_include_override': 'tax_included',
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'include_base_amount': True,
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'sequence': 40,
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})
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cls.group_tax = cls.env['account.tax'].create({
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'name': 'group 12% + 21%',
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'amount_type': 'group',
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'amount': 21,
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'children_tax_ids': [
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(4, cls.percent_tax_1_incl.id),
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(4, cls.percent_tax_2.id)
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],
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'sequence': 40,
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})
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tax_report = cls.env['account.report'].create({
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'name': "Tax report",
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'country_id': cls.company_data['company'].country_id.id,
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'column_ids': [
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Command.create({
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'name': "Balance",
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'expression_label': 'balance',
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}),
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],
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})
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tax_report_line = cls.env['account.report.line'].create({
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'name': 'test_tax_report_line',
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'report_id': tax_report.id,
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'sequence': 10,
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'expression_ids': [
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Command.create({
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'label': 'balance',
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'engine': 'tax_tags',
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'formula': 'test_tax_report_line',
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}),
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],
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})
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cls.tax_tag = tax_report_line.expression_ids._get_matching_tags()
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base_report_line = cls.env['account.report.line'].create({
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'name': 'base_test_tax_report_line',
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'report_id': tax_report.id,
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'sequence': 10,
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'expression_ids': [
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Command.create({
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'label': 'balance',
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'engine': 'tax_tags',
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'formula': 'base_test_tax_report_line',
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}),
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],
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})
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cls.base_tag = base_report_line.expression_ids._get_matching_tags()
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def _create_invoice_taxes_per_line(self, taxes_per_line, inv_type='out_invoice', currency_id=False, invoice_payment_term_id=False):
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''' Create an invoice on the fly.
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:param taxes_per_line: A list of tuple (price_unit, account.tax recordset)
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'''
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vals = {
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'move_type': inv_type,
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'partner_id': self.partner_a.id,
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'invoice_line_ids': [(0, 0, {
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'name': 'xxxx',
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'quantity': 1,
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'price_unit': amount,
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'tax_ids': [(6, 0, taxes.ids)],
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}) for amount, taxes in taxes_per_line],
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}
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if currency_id:
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vals['currency_id'] = currency_id.id
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if invoice_payment_term_id:
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vals['invoice_payment_term_id'] = invoice_payment_term_id.id
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return self.env['account.move'].create(vals)
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def test_setting_tax_separately(self):
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''' Test:
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price_unit | Taxes
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------------------
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100 | 21%
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Expected:
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Tax | Taxes | Base | Amount
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--------------------------------------------
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21% | / | 100 | 21
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'''
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invoice = self._create_invoice_taxes_per_line([(100, self.env['account.tax'])])
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invoice.invoice_line_ids[0].tax_ids = self.percent_tax_1
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self.assertRecordValues(invoice.line_ids.filtered('tax_line_id'), [
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{'name': self.percent_tax_1.name, 'tax_base_amount': -100, 'balance': -21, 'tax_ids': []},
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])
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def test_one_tax_per_line(self):
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''' Test:
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price_unit | Taxes
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------------------
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100 | 21%
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121 | 21% incl
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100 | 12%
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Expected:
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Tax | Taxes | Base | Amount
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--------------------------------------------
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21% | / | 100 | 21
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21% incl | / | 100 | 21
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12% | / | 100 | 12
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'''
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invoice = self._create_invoice_taxes_per_line([
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(100, self.percent_tax_1),
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(121, self.percent_tax_1_incl),
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(100, self.percent_tax_2),
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])
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invoice.action_post()
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self.assertRecordValues(invoice.line_ids.filtered('tax_line_id').sorted(lambda x: x.name), [
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{'name': self.percent_tax_2.name, 'tax_base_amount': -100, 'balance': -12, 'tax_ids': []},
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{'name': self.percent_tax_1.name, 'tax_base_amount': -100, 'balance': -21, 'tax_ids': []},
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{'name': self.percent_tax_1_incl.name, 'tax_base_amount': -100, 'balance': -21, 'tax_ids': []},
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])
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def test_affecting_base_amount(self):
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''' Test:
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price_unit | Taxes
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------------------
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121 | 21% incl, 12%
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100 | 12%
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Expected:
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Tax | Taxes | Base | Amount
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--------------------------------------------
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21% incl | 12% | 100 | 21
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12% | / | 121 | 14.52
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12% | / | 100 | 12
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'''
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invoice = self._create_invoice_taxes_per_line([
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(121, self.percent_tax_1_incl + self.percent_tax_2),
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(100, self.percent_tax_2),
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])
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invoice.action_post()
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self.assertRecordValues(invoice.line_ids.filtered('tax_line_id').sorted(lambda x: -x.balance), [
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{'name': self.percent_tax_1_incl.name, 'tax_base_amount': -100, 'balance': -21, 'tax_ids': [self.percent_tax_2.id]},
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{'name': self.percent_tax_2.name, 'tax_base_amount': -221, 'balance': -26.52, 'tax_ids': []},
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])
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def test_group_of_taxes(self):
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''' Test:
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price_unit | Taxes
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------------------
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121 | 21% incl + 12%
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100 | 12%
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Expected:
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Tax | Taxes | Base | Amount
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--------------------------------------------
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21% incl | / | 100 | 21
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12% | 21% incl | 121 | 14.52
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12% | / | 100 | 12
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'''
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invoice = self._create_invoice_taxes_per_line([
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(121, self.group_tax),
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(100, self.percent_tax_2),
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])
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invoice.action_post()
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self.assertRecordValues(invoice.line_ids.filtered('tax_line_id').sorted('balance'), [
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{'name': self.percent_tax_1_incl.name, 'tax_base_amount': -100.0, 'balance': -21.0, 'tax_ids': [self.percent_tax_2.id]},
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{'name': self.percent_tax_2.name, 'tax_base_amount': -121.0, 'balance': -14.52, 'tax_ids': []},
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{'name': self.percent_tax_2.name, 'tax_base_amount': -100.0, 'balance': -12.0, 'tax_ids': []},
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])
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def _create_tax_tag(self, tag_name):
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return self.env['account.account.tag'].create({
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'name': tag_name,
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'applicability': 'taxes',
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'country_id': self.env.company.country_id.id,
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})
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def test_tax_repartition(self):
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inv_base_tag = self._create_tax_tag('invoice_base')
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inv_tax_tag_10 = self._create_tax_tag('invoice_tax_10')
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inv_tax_tag_90 = self._create_tax_tag('invoice_tax_90')
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ref_base_tag = self._create_tax_tag('refund_base')
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ref_tax_tag = self._create_tax_tag('refund_tax')
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account_1 = self.env['account.account'].create({'name': 'test1', 'code': 'test1', 'account_type': 'asset_current'})
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account_2 = self.env['account.account'].create({'name': 'test2', 'code': 'test2', 'account_type': 'asset_current'})
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tax = self.env['account.tax'].create({
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'name': "Tax with account",
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'amount_type': 'fixed',
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'type_tax_use': 'sale',
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'amount': 42,
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'invoice_repartition_line_ids': [
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(0,0, {
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'repartition_type': 'base',
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'tag_ids': [(4, inv_base_tag.id, 0)],
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}),
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(0,0, {
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'factor_percent': 10,
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'repartition_type': 'tax',
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'account_id': account_1.id,
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'tag_ids': [(4, inv_tax_tag_10.id, 0)],
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}),
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(0,0, {
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'factor_percent': 90,
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'repartition_type': 'tax',
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'account_id': account_2.id,
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'tag_ids': [(4, inv_tax_tag_90.id, 0)],
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}),
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],
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'refund_repartition_line_ids': [
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(0,0, {
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'repartition_type': 'base',
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'tag_ids': [(4, ref_base_tag.id, 0)],
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}),
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(0,0, {
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'factor_percent': 10,
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'repartition_type': 'tax',
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'tag_ids': [(4, ref_tax_tag.id, 0)],
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}),
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(0,0, {
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'factor_percent': 90,
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'repartition_type': 'tax',
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'account_id': account_1.id,
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'tag_ids': [(4, ref_tax_tag.id, 0)],
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}),
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],
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})
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# Test invoice repartition
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invoice = self._create_invoice_taxes_per_line([(100, tax)], inv_type='out_invoice')
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invoice.action_post()
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self.assertEqual(len(invoice.line_ids), 4, "There should be 4 account move lines created for the invoice: payable, base and 2 tax lines")
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inv_base_line = invoice.line_ids.filtered(lambda x: not x.tax_repartition_line_id and x.account_id.account_type != 'asset_receivable')
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self.assertEqual(len(inv_base_line), 1, "There should be only one base line generated")
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self.assertEqual(abs(inv_base_line.balance), 100, "Base amount should be 100")
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self.assertEqual(inv_base_line.tax_tag_ids, inv_base_tag, "Base line should have received base tag")
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inv_tax_lines = invoice.line_ids.filtered(lambda x: x.tax_repartition_line_id.repartition_type == 'tax')
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self.assertEqual(len(inv_tax_lines), 2, "There should be two tax lines, one for each repartition line.")
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self.assertEqual(abs(inv_tax_lines.filtered(lambda x: x.account_id == account_1).balance), 4.2, "Tax line on account 1 should amount to 4.2 (10% of 42)")
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self.assertEqual(inv_tax_lines.filtered(lambda x: x.account_id == account_1).tax_tag_ids, inv_tax_tag_10, "Tax line on account 1 should have 10% tag")
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self.assertAlmostEqual(abs(inv_tax_lines.filtered(lambda x: x.account_id == account_2).balance), 37.8, 2, "Tax line on account 2 should amount to 37.8 (90% of 42)")
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self.assertEqual(inv_tax_lines.filtered(lambda x: x.account_id == account_2).tax_tag_ids, inv_tax_tag_90, "Tax line on account 2 should have 90% tag")
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# Test refund repartition
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refund = self._create_invoice_taxes_per_line([(100, tax)], inv_type='out_refund')
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refund.action_post()
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self.assertEqual(len(refund.line_ids), 4, "There should be 4 account move lines created for the refund: payable, base and 2 tax lines")
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ref_base_line = refund.line_ids.filtered(lambda x: not x.tax_repartition_line_id and x.account_id.account_type != 'asset_receivable')
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self.assertEqual(len(ref_base_line), 1, "There should be only one base line generated")
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self.assertEqual(abs(ref_base_line.balance), 100, "Base amount should be 100")
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self.assertEqual(ref_base_line.tax_tag_ids, ref_base_tag, "Base line should have received base tag")
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ref_tax_lines = refund.line_ids.filtered(lambda x: x.tax_repartition_line_id.repartition_type == 'tax')
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self.assertEqual(len(ref_tax_lines), 2, "There should be two refund tax lines")
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self.assertEqual(abs(ref_tax_lines.filtered(lambda x: x.account_id == ref_base_line.account_id).balance), 4.2, "Refund tax line on base account should amount to 4.2 (10% of 42)")
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self.assertAlmostEqual(abs(ref_tax_lines.filtered(lambda x: x.account_id == account_1).balance), 37.8, 2, "Refund tax line on account 1 should amount to 37.8 (90% of 42)")
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self.assertEqual(ref_tax_lines.mapped('tax_tag_ids'), ref_tax_tag, "Refund tax lines should have the right tag")
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def test_division_tax(self):
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'''
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Test that when using division tax, with percentage amount
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100% any change on price unit is correctly reflected on
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the whole move.
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Complete scenario:
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- Create a division tax, 100% amount, included in price.
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- Create an invoice, with only the mentioned tax
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- Change price_unit of the aml
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- Total price of the move should change as well
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'''
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sale_tax = self.env['account.tax'].create({
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'name': 'tax',
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'type_tax_use': 'sale',
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'amount_type': 'division',
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'amount': 100,
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'price_include_override': 'tax_included',
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'include_base_amount': True,
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})
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invoice = self._create_invoice_taxes_per_line([(100, sale_tax)])
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self.assertRecordValues(invoice.line_ids.filtered('tax_line_id'), [{
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'name': sale_tax.name,
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'tax_base_amount': 0.0,
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'balance': -100,
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}])
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# change price unit, everything should change as well
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with Form(invoice) as invoice_form:
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with invoice_form.invoice_line_ids.edit(0) as line_edit:
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line_edit.price_unit = 200
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self.assertRecordValues(invoice.line_ids.filtered('tax_line_id'), [{
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'name': sale_tax.name,
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'tax_base_amount': 0.0,
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'balance': -200,
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}])
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def test_misc_journal_entry_tax_tags_sale(self):
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sale_tax = self.env['account.tax'].create({
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'name': 'tax',
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'type_tax_use': 'sale',
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'amount_type': 'percent',
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'amount': 10,
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'invoice_repartition_line_ids': [
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(0, 0, {
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'repartition_type': 'base',
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'tag_ids': [(6, 0, self.base_tag.ids)],
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}),
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(0, 0, {
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'repartition_type': 'tax',
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'tag_ids': [(6, 0, self.tax_tag.ids)],
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}),
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],
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'refund_repartition_line_ids': [
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(0, 0, {
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'repartition_type': 'base',
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'tag_ids': [(6, 0, self.base_tag.ids)],
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}),
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(0, 0, {
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'repartition_type': 'tax',
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'tag_ids': [(6, 0, self.tax_tag.ids)],
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}),
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],
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})
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inv_tax_rep_ln = sale_tax.invoice_repartition_line_ids.filtered(lambda x: x.repartition_type == 'tax')
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ref_tax_rep_ln = sale_tax.refund_repartition_line_ids.filtered(lambda x: x.repartition_type == 'tax')
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# === Tax in debit ===
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move_form = Form(self.env['account.move'], view='account.view_move_form')
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move_form.ref = 'azerty'
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# Debit base tax line.
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with move_form.line_ids.new() as credit_line:
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credit_line.name = 'debit_line_1'
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credit_line.account_id = self.company_data['default_account_revenue']
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credit_line.debit = 1000.0
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credit_line.tax_ids.clear()
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credit_line.tax_ids.add(sale_tax)
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# Balance the journal entry.
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with move_form.line_ids.new() as credit_line:
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credit_line.name = 'balance'
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credit_line.account_id = self.company_data['default_account_revenue']
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credit_line.credit = 1100.0
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move = move_form.save()
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self.assertRecordValues(move.line_ids.sorted('balance'), [
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{'balance': -1100.0, 'tax_ids': [], 'tax_tag_ids': [], 'tax_base_amount': 0, 'tax_repartition_line_id': False},
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{'balance': 100.0, 'tax_ids': [], 'tax_tag_ids': self.tax_tag.ids, 'tax_base_amount': 1000, 'tax_repartition_line_id': ref_tax_rep_ln.id},
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{'balance': 1000.0, 'tax_ids': sale_tax.ids, 'tax_tag_ids': self.base_tag.ids, 'tax_base_amount': 0, 'tax_repartition_line_id': False},
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])
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# === Tax in credit ===
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move_form = Form(self.env['account.move'], view='account.view_move_form')
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move_form.ref = 'azerty'
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# Debit base tax line.
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with move_form.line_ids.new() as credit_line:
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credit_line.name = 'debit_line_1'
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credit_line.account_id = self.company_data['default_account_revenue']
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credit_line.credit = 1000.0
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credit_line.tax_ids.clear()
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credit_line.tax_ids.add(sale_tax)
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# Balance the journal entry.
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with move_form.line_ids.new() as debit_line:
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debit_line.name = 'balance'
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debit_line.account_id = self.company_data['default_account_revenue']
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debit_line.debit = 1100.0
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move = move_form.save()
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self.assertRecordValues(move.line_ids.sorted('balance'), [
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{'balance': -1000.0, 'tax_ids': sale_tax.ids, 'tax_tag_ids': self.base_tag.ids, 'tax_base_amount': 0, 'tax_repartition_line_id': False},
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{'balance': -100.0, 'tax_ids': [], 'tax_tag_ids': self.tax_tag.ids, 'tax_base_amount': -1000, 'tax_repartition_line_id': inv_tax_rep_ln.id},
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{'balance': 1100.0, 'tax_ids': [], 'tax_tag_ids': [], 'tax_base_amount': 0, 'tax_repartition_line_id': False},
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])
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def test_misc_journal_entry_tax_tags_purchase(self):
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purch_tax = self.env['account.tax'].create({
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'name': 'tax',
|
|
'type_tax_use': 'purchase',
|
|
'amount_type': 'percent',
|
|
'amount': 10,
|
|
'invoice_repartition_line_ids': [
|
|
(0, 0, {
|
|
'repartition_type': 'base',
|
|
'tag_ids': [(6, 0, self.base_tag.ids)],
|
|
}),
|
|
(0, 0, {
|
|
'repartition_type': 'tax',
|
|
'tag_ids': [(6, 0, self.tax_tag.ids)],
|
|
}),
|
|
],
|
|
'refund_repartition_line_ids': [
|
|
(0, 0, {
|
|
'repartition_type': 'base',
|
|
'tag_ids': [(6, 0, self.base_tag.ids)],
|
|
}),
|
|
(0, 0, {
|
|
'repartition_type': 'tax',
|
|
'tag_ids': [(6, 0, self.tax_tag.ids)],
|
|
}),
|
|
],
|
|
})
|
|
|
|
inv_tax_rep_ln = purch_tax.invoice_repartition_line_ids.filtered(lambda x: x.repartition_type == 'tax')
|
|
ref_tax_rep_ln = purch_tax.refund_repartition_line_ids.filtered(lambda x: x.repartition_type == 'tax')
|
|
|
|
# === Tax in debit ===
|
|
|
|
move_form = Form(self.env['account.move'])
|
|
move_form.ref = 'azerty'
|
|
|
|
# Debit base tax line.
|
|
with move_form.line_ids.new() as credit_line:
|
|
credit_line.name = 'debit_line_1'
|
|
credit_line.account_id = self.company_data['default_account_revenue']
|
|
credit_line.debit = 1000.0
|
|
credit_line.tax_ids.clear()
|
|
credit_line.tax_ids.add(purch_tax)
|
|
|
|
# Balance the journal entry.
|
|
with move_form.line_ids.new() as credit_line:
|
|
credit_line.name = 'balance'
|
|
credit_line.account_id = self.company_data['default_account_revenue']
|
|
credit_line.credit = 1100.0
|
|
|
|
move = move_form.save()
|
|
|
|
self.assertRecordValues(move.line_ids.sorted('balance'), [
|
|
{'balance': -1100.0, 'tax_ids': [], 'tax_tag_ids': [], 'tax_base_amount': 0, 'tax_repartition_line_id': False},
|
|
{'balance': 100.0, 'tax_ids': [], 'tax_tag_ids': self.tax_tag.ids, 'tax_base_amount': 1000, 'tax_repartition_line_id': inv_tax_rep_ln.id},
|
|
{'balance': 1000.0, 'tax_ids': purch_tax.ids, 'tax_tag_ids': self.base_tag.ids, 'tax_base_amount': 0, 'tax_repartition_line_id': False},
|
|
])
|
|
|
|
# === Tax in credit ===
|
|
|
|
move_form = Form(self.env['account.move'])
|
|
move_form.ref = 'azerty'
|
|
|
|
# Debit base tax line.
|
|
with move_form.line_ids.new() as credit_line:
|
|
credit_line.name = 'debit_line_1'
|
|
credit_line.account_id = self.company_data['default_account_revenue']
|
|
credit_line.credit = 1000.0
|
|
credit_line.tax_ids.clear()
|
|
credit_line.tax_ids.add(purch_tax)
|
|
|
|
# Balance the journal entry.
|
|
with move_form.line_ids.new() as debit_line:
|
|
debit_line.name = 'balance'
|
|
debit_line.account_id = self.company_data['default_account_revenue']
|
|
debit_line.debit = 1100.0
|
|
|
|
move = move_form.save()
|
|
|
|
self.assertRecordValues(move.line_ids.sorted('balance'), [
|
|
{'balance': -1000.0, 'tax_ids': purch_tax.ids, 'tax_tag_ids': self.base_tag.ids, 'tax_base_amount': 0, 'tax_repartition_line_id': False},
|
|
{'balance': -100.0, 'tax_ids': [], 'tax_tag_ids': self.tax_tag.ids, 'tax_base_amount': -1000, 'tax_repartition_line_id': ref_tax_rep_ln.id},
|
|
{'balance': 1100.0, 'tax_ids': [], 'tax_tag_ids': [], 'tax_base_amount': 0, 'tax_repartition_line_id': False},
|
|
])
|
|
|
|
def test_misc_entry_tax_group_signs(self):
|
|
""" Tests sign inversion of the tags on misc operations made with tax
|
|
groups.
|
|
"""
|
|
def _create_group_of_taxes(tax_type):
|
|
# We use asymmetric tags between the child taxes to avoid shadowing errors
|
|
child1_sale_tax = self.env['account.tax'].create({
|
|
'sequence': 1,
|
|
'name': 'child1_%s' % tax_type,
|
|
'type_tax_use': 'none',
|
|
'amount_type': 'percent',
|
|
'amount': 5,
|
|
'invoice_repartition_line_ids': [
|
|
(0, 0, {
|
|
'repartition_type': 'base',
|
|
'tag_ids': [(6, 0, self.base_tag.ids)],
|
|
}),
|
|
(0, 0, {
|
|
'repartition_type': 'tax',
|
|
'tag_ids': [(6, 0, self.tax_tag.ids)],
|
|
}),
|
|
],
|
|
'refund_repartition_line_ids': [
|
|
(0, 0, {'repartition_type': 'base'}),
|
|
(0, 0, {'repartition_type': 'tax'}),
|
|
],
|
|
})
|
|
child2_sale_tax = self.env['account.tax'].create({
|
|
'sequence': 2,
|
|
'name': 'child2_%s' % tax_type,
|
|
'type_tax_use': 'none',
|
|
'amount_type': 'percent',
|
|
'amount': 10,
|
|
'invoice_repartition_line_ids': [
|
|
(0, 0, {'repartition_type': 'base'}),
|
|
(0, 0, {'repartition_type': 'tax'}),
|
|
],
|
|
'refund_repartition_line_ids': [
|
|
(0, 0, {
|
|
'repartition_type': 'base',
|
|
'tag_ids': [(6, 0, self.base_tag.ids)],
|
|
}),
|
|
(0, 0, {
|
|
'repartition_type': 'tax',
|
|
'tag_ids': [(6, 0, self.tax_tag.ids)],
|
|
}),
|
|
],
|
|
})
|
|
return self.env['account.tax'].create({
|
|
'name': 'group_%s' % tax_type,
|
|
'type_tax_use': tax_type,
|
|
'amount_type': 'group',
|
|
'amount': 10,
|
|
'children_tax_ids':[(6,0,[child1_sale_tax.id, child2_sale_tax.id])]
|
|
})
|
|
|
|
def _create_misc_operation(tax, tax_field):
|
|
with Form(self.env['account.move'], view='account.view_move_form') as move_form:
|
|
for line_field in ('debit', 'credit'):
|
|
line_amount = tax_field == line_field and 1000 or 1150
|
|
with move_form.line_ids.new() as line_form:
|
|
line_form.name = '%s_line' % line_field
|
|
line_form.account_id = self.company_data['default_account_revenue']
|
|
line_form.debit = line_field == 'debit' and line_amount or 0
|
|
line_form.credit = line_field == 'credit' and line_amount or 0
|
|
|
|
if tax_field == line_field:
|
|
line_form.tax_ids.clear()
|
|
line_form.tax_ids.add(tax)
|
|
|
|
return move_form.save()
|
|
|
|
sale_group = _create_group_of_taxes('sale')
|
|
purchase_group = _create_group_of_taxes('purchase')
|
|
|
|
# Sale tax on debit: use refund repartition
|
|
debit_sale_move = _create_misc_operation(sale_group, 'debit')
|
|
self.assertRecordValues(debit_sale_move.line_ids.sorted('balance'), [
|
|
{'balance': -1150.0, 'tax_ids': [], 'tax_tag_ids': [], 'tax_base_amount': 0},
|
|
{'balance': 50.0, 'tax_ids': [], 'tax_tag_ids': [], 'tax_base_amount': 1000},
|
|
{'balance': 100.0, 'tax_ids': [], 'tax_tag_ids': self.tax_tag.ids, 'tax_base_amount': 1000},
|
|
{'balance': 1000.0, 'tax_ids': sale_group.ids, 'tax_tag_ids': self.base_tag.ids, 'tax_base_amount': 0},
|
|
])
|
|
|
|
# Sale tax on credit: use invoice repartition
|
|
credit_sale_move = _create_misc_operation(sale_group, 'credit')
|
|
self.assertRecordValues(credit_sale_move.line_ids.sorted('balance'), [
|
|
{'balance': -1000.0, 'tax_ids': sale_group.ids, 'tax_tag_ids': self.base_tag.ids, 'tax_base_amount': 0},
|
|
{'balance': -100.0, 'tax_ids': [], 'tax_tag_ids': [], 'tax_base_amount': -1000},
|
|
{'balance': -50.0, 'tax_ids': [], 'tax_tag_ids': self.tax_tag.ids, 'tax_base_amount': -1000},
|
|
{'balance': 1150.0, 'tax_ids': [], 'tax_tag_ids': [], 'tax_base_amount': 0},
|
|
])
|
|
|
|
# Purchase tax on debit: use invoice repartition
|
|
debit_purchase_move = _create_misc_operation(purchase_group, 'debit')
|
|
self.assertRecordValues(debit_purchase_move.line_ids.sorted('balance'), [
|
|
{'balance': -1150.0, 'tax_ids': [], 'tax_tag_ids': [], 'tax_base_amount': 0},
|
|
{'balance': 50.0, 'tax_ids': [], 'tax_tag_ids': self.tax_tag.ids, 'tax_base_amount': 1000},
|
|
{'balance': 100.0, 'tax_ids': [], 'tax_tag_ids': [], 'tax_base_amount': 1000},
|
|
{'balance': 1000.0, 'tax_ids': purchase_group.ids, 'tax_tag_ids': self.base_tag.ids, 'tax_base_amount': 0},
|
|
])
|
|
|
|
# Purchase tax on credit: use refund repartition
|
|
credit_purchase_move = _create_misc_operation(purchase_group, 'credit')
|
|
self.assertRecordValues(credit_purchase_move.line_ids.sorted('balance'), [
|
|
{'balance': -1000.0, 'tax_ids': purchase_group.ids, 'tax_tag_ids': self.base_tag.ids, 'tax_base_amount': 0},
|
|
{'balance': -100.0, 'tax_ids': [], 'tax_tag_ids': self.tax_tag.ids, 'tax_base_amount': -1000},
|
|
{'balance': -50.0, 'tax_ids': [], 'tax_tag_ids': [], 'tax_base_amount': -1000},
|
|
{'balance': 1150.0, 'tax_ids': [], 'tax_tag_ids': [], 'tax_base_amount': 0},
|
|
])
|
|
|
|
def test_tax_calculation_foreign_currency_large_quantity(self):
|
|
''' Test:
|
|
Foreign currency with rate of 1.1726 and tax of 21%
|
|
price_unit | Quantity | Taxes
|
|
------------------
|
|
2.82 | 20000 | 21% not incl
|
|
'''
|
|
self.env['res.currency.rate'].create({
|
|
'name': '2018-01-01',
|
|
'rate': 1.1726,
|
|
'currency_id': self.other_currency.id,
|
|
'company_id': self.env.company.id,
|
|
})
|
|
self.other_currency.rounding = 0.05
|
|
|
|
invoice = self.env['account.move'].create({
|
|
'move_type': 'out_invoice',
|
|
'partner_id': self.partner_a.id,
|
|
'currency_id': self.other_currency.id,
|
|
'invoice_date': '2018-01-01',
|
|
'date': '2018-01-01',
|
|
'invoice_line_ids': [(0, 0, {
|
|
'name': 'xxxx',
|
|
'quantity': 20000,
|
|
'price_unit': 2.82,
|
|
'tax_ids': [(6, 0, self.percent_tax_1.ids)],
|
|
})]
|
|
})
|
|
|
|
self.assertRecordValues(invoice.line_ids.filtered('tax_line_id'), [{
|
|
'tax_base_amount': -48098.24, # 20000 * 2.82 / 1.1726
|
|
'credit': 10100.63, # tax_base_amount * 0.21
|
|
}])
|
|
|
|
def test_ensure_no_unbalanced_entry(self):
|
|
''' Ensure to not create an unbalanced journal entry when saving. '''
|
|
self.env['res.currency.rate'].create({
|
|
'name': '2018-01-01',
|
|
'rate': 0.654065014,
|
|
'currency_id': self.other_currency.id,
|
|
'company_id': self.env.company.id,
|
|
})
|
|
self.other_currency.rounding = 0.05
|
|
|
|
invoice = self._create_invoice_taxes_per_line([
|
|
(5, self.percent_tax_3_incl),
|
|
(10, self.percent_tax_3_incl),
|
|
(50, self.percent_tax_3_incl),
|
|
], currency_id=self.other_currency, invoice_payment_term_id=self.pay_terms_a)
|
|
invoice.action_post()
|
|
|
|
def test_tax_calculation_multi_currency(self):
|
|
self.env['res.currency.rate'].create({
|
|
'name': '2018-01-01',
|
|
'rate': 0.273748,
|
|
'currency_id': self.other_currency.id,
|
|
'company_id': self.env.company.id,
|
|
})
|
|
self.other_currency.rounding = 0.01
|
|
|
|
invoice = self.env['account.move'].create({
|
|
'move_type': 'out_invoice',
|
|
'partner_id': self.partner_a.id,
|
|
'currency_id': self.other_currency.id,
|
|
'invoice_date': '2018-01-01',
|
|
'date': '2018-01-01',
|
|
'invoice_line_ids': [(0, 0, {
|
|
'name': 'xxxx',
|
|
'quantity': 1,
|
|
'price_unit': 155.32,
|
|
'tax_ids': [(6, 0, self.percent_tax_1.ids)],
|
|
})]
|
|
})
|
|
|
|
self.assertRecordValues(invoice.line_ids.filtered('tax_line_id'), [{
|
|
'tax_base_amount': -567.38, # 155.32 * 1 / (1 / 0.273748)
|
|
'balance': -119.15, # tax_base_amount * 0.21
|
|
}])
|
|
|
|
self.assertRecordValues(invoice.line_ids.filtered(lambda l: not l.name), [{
|
|
'balance': 686.53,
|
|
}])
|
|
|
|
with Form(invoice) as invoice_form:
|
|
invoice_form.currency_id = self.other_currency
|
|
|
|
self.assertRecordValues(invoice.line_ids.filtered('tax_line_id'), [{
|
|
'tax_base_amount': -567.38,
|
|
'balance': -119.15,
|
|
}])
|
|
|
|
self.assertRecordValues(invoice.line_ids.filtered(lambda l: l.account_id.account_type == 'asset_receivable'), [{
|
|
'balance': 686.53,
|
|
}])
|
|
|
|
def test_fixed_tax_with_zero_price(self):
|
|
fixed_tax = self.env['account.tax'].create({
|
|
'name': 'Test 5 fixed',
|
|
'amount_type': 'fixed',
|
|
'amount': 5,
|
|
})
|
|
invoice = self._create_invoice_taxes_per_line([
|
|
(0, fixed_tax),
|
|
])
|
|
self.assertRecordValues(invoice.line_ids.filtered('tax_line_id'), [{
|
|
'credit': 5.0,
|
|
'debit': 0,
|
|
}])
|
|
invoice.invoice_line_ids.quantity = 2
|
|
self.assertRecordValues(invoice.line_ids.filtered('tax_line_id'), [{
|
|
'credit': 10.0,
|
|
'debit': 0,
|
|
}])
|
|
|
|
def test_tax_repartition_lines_dispatch_amount_1(self):
|
|
""" Ensure the tax amount is well dispatched to the repartition lines and the rounding errors are well managed.
|
|
The 5% tax is applied on 1 so the total tax amount should be 0.05.
|
|
However, there are 10 tax repartition lines of 0.05 * 0.1 = 0.005 that will be rounded to 0.01.
|
|
The test checks the tax amount doesn't become 10 * 0.01 = 0.1 instead of 0.05.
|
|
"""
|
|
base_tax_rep = Command.create({'repartition_type': 'base', 'factor_percent': 100.0})
|
|
tax_reps = [Command.create({'repartition_type': 'tax', 'factor_percent': 10.0})] * 10
|
|
tax = self.env['account.tax'].create({
|
|
'name': "test_tax_repartition_lines_dispatch_amount_1",
|
|
'amount_type': 'percent',
|
|
'amount': 5.0,
|
|
'invoice_repartition_line_ids': [base_tax_rep] + tax_reps,
|
|
'refund_repartition_line_ids': [base_tax_rep] + tax_reps,
|
|
})
|
|
invoice = self._create_invoice_taxes_per_line([(1, tax)])
|
|
self.assertRecordValues(invoice, [{
|
|
'amount_untaxed': 1.0,
|
|
'amount_tax': 0.05,
|
|
'amount_total': 1.05,
|
|
}])
|
|
self.assertRecordValues(
|
|
invoice.line_ids.filtered('tax_line_id').sorted('balance'),
|
|
[{'balance': -0.01}] * 5,
|
|
)
|
|
|
|
def test_tax_repartition_lines_dispatch_amount_2(self):
|
|
""" Ensure the tax amount is well dispatched to the repartition lines and the rounding errors are well managed.
|
|
The 5% tax is applied on 1 so the total tax amount should be 0.05 but the distribution is 100 - 100 = 0%.
|
|
So at the end, the tax amount is 0.
|
|
However, there are 10 positive tax repartition lines of 0.05 * 0.1 = 0.005 that will be rounded to 0.01
|
|
and one negative repartition line of 50% and 2 of 25% that will give respectively 0.025 ~= 0.03 and 0.0125 ~= 0.01.
|
|
The test checks the tax amount is still zero at the end.
|
|
"""
|
|
base_tax_rep = Command.create({'repartition_type': 'base', 'factor_percent': 100.0})
|
|
plus_tax_reps = [Command.create({'repartition_type': 'tax', 'factor_percent': 10.0})] * 10
|
|
neg_tax_reps = [
|
|
Command.create({'repartition_type': 'tax', 'factor_percent': percent})
|
|
for percent in (-50, -25, -25)
|
|
]
|
|
tax = self.env['account.tax'].create({
|
|
'name': "test_tax_repartition_lines_dispatch_amount_2",
|
|
'amount_type': 'percent',
|
|
'amount': 5.0,
|
|
'invoice_repartition_line_ids': [base_tax_rep] + plus_tax_reps + neg_tax_reps,
|
|
'refund_repartition_line_ids': [base_tax_rep] + plus_tax_reps + neg_tax_reps,
|
|
})
|
|
invoice = self._create_invoice_taxes_per_line([(1, tax)], inv_type='out_refund')
|
|
self.assertRecordValues(invoice, [{
|
|
'amount_untaxed': 1.0,
|
|
'amount_tax': 0.0,
|
|
'amount_total': 1.0,
|
|
}])
|
|
self.assertRecordValues(
|
|
invoice.line_ids.filtered('tax_line_id').sorted('balance'),
|
|
[{'balance': -0.03}] + [{'balance': -0.01}] * 2 + [{'balance': 0.01}] * 5,
|
|
)
|
|
|
|
def test_tax_line_amount_currency_modification_auto_balancing(self):
|
|
date = '2017-01-01'
|
|
move = self.env['account.move'].create({
|
|
'move_type': 'out_invoice',
|
|
'date': date,
|
|
'partner_id': self.partner_a.id,
|
|
'invoice_date': date,
|
|
'currency_id': self.other_currency.id,
|
|
'invoice_payment_term_id': self.pay_terms_a.id,
|
|
'invoice_line_ids': [
|
|
Command.create({
|
|
'name': self.product_a.name,
|
|
'product_id': self.product_a.id,
|
|
'product_uom_id': self.product_a.uom_id.id,
|
|
'quantity': 1.0,
|
|
'price_unit': 1000,
|
|
'tax_ids': self.product_a.taxes_id.ids,
|
|
}),
|
|
Command.create({
|
|
'name': self.product_b.name,
|
|
'product_id': self.product_b.id,
|
|
'product_uom_id': self.product_b.uom_id.id,
|
|
'quantity': 1.0,
|
|
'price_unit': 200,
|
|
'tax_ids': self.product_b.taxes_id.ids,
|
|
}),
|
|
]
|
|
})
|
|
receivable_line = move.line_ids.filtered(lambda line: line.display_type == 'payment_term')
|
|
self.assertRecordValues(receivable_line, [
|
|
{'amount_currency': 1410.00, 'balance': 705.00},
|
|
])
|
|
|
|
# Modify the tax lines
|
|
tax_lines = move.line_ids.filtered(lambda line: line.display_type == 'tax').sorted('amount_currency')
|
|
self.assertRecordValues(tax_lines, [
|
|
{'amount_currency': -180.00, 'balance': -90.00},
|
|
{'amount_currency': -30.00, 'balance': -15.00},
|
|
])
|
|
tax_lines[0].amount_currency = -180.03
|
|
# The following line should not cause the move to become unbalanced; i.e. there should be no error
|
|
tax_lines[1].amount_currency = -29.99
|
|
|
|
self.assertRecordValues(receivable_line, [
|
|
{'amount_currency': 1410.02, 'balance': 705.02},
|
|
])
|
|
|
|
def test_product_account_tags(self):
|
|
product_tag = self.env['account.account.tag'].create({
|
|
'name': "Pikachu",
|
|
'applicability': 'products',
|
|
})
|
|
self.product_a.account_tag_ids = [Command.set(product_tag.ids)]
|
|
|
|
invoice = self.env['account.move'].create({
|
|
'move_type': 'out_invoice',
|
|
'date': '2025-01-01',
|
|
'partner_id': self.partner_a.id,
|
|
'invoice_line_ids': [
|
|
Command.create({
|
|
'name': 'test with product tag',
|
|
'product_id': self.product_a.id,
|
|
'price_unit': 1000,
|
|
'tax_ids': self.percent_tax_1.ids,
|
|
}),
|
|
Command.create({
|
|
'name': 'test with product tag',
|
|
'product_id': self.product_b.id,
|
|
'price_unit': 100,
|
|
'tax_ids': self.percent_tax_1.ids,
|
|
}),
|
|
Command.create({
|
|
'name': 'test without product tag',
|
|
'product_id': self.product_b.id,
|
|
'price_unit': 200,
|
|
'tax_ids': self.percent_tax_2.ids,
|
|
}),
|
|
]
|
|
})
|
|
|
|
invoice.action_post()
|
|
|
|
self.assertRecordValues(
|
|
invoice.line_ids,
|
|
[
|
|
{'tax_ids': self.percent_tax_1.ids, 'tax_line_id': False, 'tax_tag_ids': product_tag.ids, 'credit': 1000, 'debit': 0},
|
|
{'tax_ids': self.percent_tax_1.ids, 'tax_line_id': False, 'tax_tag_ids': [], 'credit': 100, 'debit': 0},
|
|
{'tax_ids': self.percent_tax_2.ids, 'tax_line_id': False, 'tax_tag_ids': [], 'credit': 200, 'debit': 0},
|
|
{'tax_ids': [], 'tax_line_id': self.percent_tax_1.id, 'tax_tag_ids': product_tag.ids, 'credit': 210, 'debit': 0},
|
|
{'tax_ids': [], 'tax_line_id': self.percent_tax_1.id, 'tax_tag_ids': [], 'credit': 21, 'debit': 0},
|
|
{'tax_ids': [], 'tax_line_id': self.percent_tax_2.id, 'tax_tag_ids': [], 'credit': 24, 'debit': 0},
|
|
{'tax_ids': [], 'tax_line_id': False, 'tax_tag_ids': [], 'credit': 0, 'debit': 1555},
|
|
],
|
|
)
|
|
|
|
def test_fiscal_position_tax_mapping_with_inactive_tax(self):
|
|
""" Test that inactive taxes are not mapped by fiscal positions """
|
|
fp = self.env['account.fiscal.position'].create({'name': 'FP'})
|
|
src_tax = self.company_data['default_tax_sale']
|
|
active_tax = self.percent_tax_1.copy({
|
|
'fiscal_position_ids': [Command.set(fp.ids)],
|
|
'original_tax_ids': [Command.set(src_tax.ids)],
|
|
})
|
|
self.percent_tax_2.copy({
|
|
'active': False,
|
|
'fiscal_position_ids': [Command.set(fp.ids)],
|
|
'original_tax_ids': [Command.set(src_tax.ids)],
|
|
})
|
|
self.partner_a.property_account_position_id = fp
|
|
|
|
move = self.init_invoice('out_invoice', self.partner_a, post=True, products=[self.product])
|
|
line = move.invoice_line_ids
|
|
self.assertEqual(line.tax_ids, active_tax, f"The tax should be {active_tax.name}, but is is currently {line.tax_ids.name}")
|
|
|
|
def test_multiple_onchange_product_and_price(self):
|
|
"""
|
|
This test checks that the totals are computed correctly when an onchange is executed
|
|
with "price_unit" before "product_id" in the values.
|
|
This test covers a UI issue where the totals were not updated when the price was changed,
|
|
then the product and finally the price again.
|
|
The issue was only occuring between the change of value and the next save.
|
|
That's why the test is using the onchange method directly instead of using a Form.
|
|
"""
|
|
invoice = self.init_invoice('out_invoice', products=self.product_a)
|
|
self.assertEqual(invoice.tax_totals['base_amount'], 1000.0)
|
|
self.assertEqual(invoice.tax_totals['total_amount'], 1150.0)
|
|
# The onchange is executed directly to simulate the following flow:
|
|
# 1) unit price is changed to any value
|
|
# 2) product is changed to "Product B"
|
|
# 3) unit price is changed to 2000.0
|
|
results = invoice.onchange(
|
|
{'invoice_line_ids': [Command.update(invoice.invoice_line_ids[0].id, {'price_unit': 2000.0, 'product_id': self.product_b.id})]},
|
|
['invoice_line_ids'],
|
|
{"invoice_line_ids": {}, 'tax_totals': {}}
|
|
)
|
|
self.assertEqual(results['value']['tax_totals']['base_amount'], 2000.0)
|
|
self.assertEqual(results['value']['tax_totals']['total_amount'], 2600.0)
|
|
|
|
def test_tax_mapping_with_tax_fiscal_position_set_to_all(self):
|
|
"""
|
|
A tax without any fiscal positions assigned should be applicable to
|
|
any fiscal position.
|
|
This test ensures that when a single fiscal position exists and a tax
|
|
has no fiscal position restriction, the tax is correctly applied to
|
|
invoice lines.
|
|
"""
|
|
self.env['account.fiscal.position'].search([]).action_archive()
|
|
default_tax = self.company_data['default_tax_sale']
|
|
self.env['account.fiscal.position'].create({
|
|
'name': 'FP',
|
|
'auto_apply': True,
|
|
'country_id': self.env.company.country_id.id,
|
|
'tax_ids': default_tax.ids,
|
|
})
|
|
self.assertEqual(self.product.taxes_id, default_tax)
|
|
default_tax.fiscal_position_ids = False
|
|
self.partner_a.country_id = self.env.company.country_id.id
|
|
move = self._create_invoice_one_line(product_id=self.product, partner_id=self.partner_a, post=True)
|
|
line = move.invoice_line_ids
|
|
self.assertEqual(line.tax_ids, default_tax)
|