Tax Balance

account_tax_balance · OCA/account-financial-reporting

    Repository
    OCA/account-financial-reporting · module folder · Try on Runboat
    Module version
    1.0.3
    Category
    Invoices & Payments
    Folder size
    0.25 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/account-financial-reporting
    Last tracking update
    2026-08-16 17:34:12
    Authors
    ACSONE SA/NV, Odoo Community Association (OCA), Agile Business Group, Therp BV, Tecnativa
    Maintainers
    ACSONE SA/NV, Odoo Community Association (OCA), Agile Business Group, Therp BV, Tecnativa
    Committers
    Carlos Lopez, Miquel Raïch, Weblate, OCA-git-bot, oca-ci, Borruso, arantxa-s73
    Odoo dependencies
    OCA/server-ux:
    - date_range
    odoo/odoo:
    - account
    - base_setup
    - base
    - web
    - onboarding
    - product
    - mail
    - bus
    - web_tour
    - html_editor
    - uom
    - analytic
    - portal
    - http_routing
    - auth_signup
    - digest
    - resource
    Python dependencies
    None
    System dependencies
    None
    Required by
    l10n_es_aeat, l10n_es_aeat_mod347
    Description
    This module allows to compute tax balances within a certain date range.
It depends on date_range module and exposes 'compute' methods that can
be called by other modules (like localization ones).

    Code Analysis ⓘ

    Views touched (6)
    XML IDNameModelTypeStatus
    view_account_move_filter Add move type group by account.move Inherits account.view_account_move_filter
    view_move_form Add move type field account.move form Inherits account.view_move_form
    view_move_tree Add move type column account.move tree Inherits account.view_move_tree
    view_tax_search_balance account.tax.search.balance account.tax search New
    view_tax_tree_balance account.tax.list.balance account.tax list New
    wizard_open_tax_balances wizard.open.tax.balances form New
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (4)

    New fields (1)
    • financial_type Selection
      compute='_compute_financial_type' readonly=True selection='_selection_financial_type' store=True
    Public methods (0)

    No public methods.

    New fields (0)

    No new fields.

    Public methods (1)
    • init(self)

    New fields (7)
    • balance Float
      compute='_compute_balance' string='Total Balance'
    • balance_refund Float
      compute='_compute_balance'
    • balance_regular Float
      compute='_compute_balance' string='Balance'
    • base_balance Float
      compute='_compute_balance' string='Total Base Balance'
    • base_balance_refund Float
      compute='_compute_balance'
    • base_balance_regular Float
      compute='_compute_balance' string='Base Balance'
    • has_moves Boolean
      compute='_compute_has_moves' search='_search_has_moves' string='Has balance in period'
    Public methods (15)
    • compute_balance(self, tax_or_base='tax', financial_type=None)
    • get_balance_domain(self, state_list, type_list)
    • get_base_balance_domain(self, state_list, type_list)
    • get_context_values(self)
    • get_lines_action(self, tax_or_base='tax', financial_type=None)
    • get_move_line_partial_domain(self, from_date, to_date, company_ids)
    • get_move_lines_domain(self, tax_or_base='tax', financial_type=None)
    • get_target_state_list(self, target_move='posted')
    • get_target_type_list(self, financial_type=None)
    • view_base_lines(self)
    • view_base_refund_lines(self)
    • view_base_regular_lines(self)
    • view_tax_lines(self)
    • view_tax_refund_lines(self)
    • view_tax_regular_lines(self)

    New fields (5)
    • company_ids Many2many → res.company
      comodel_name='res.company' default=<expr> domain=<expr> required=True string='Companies'
    • date_range_id Many2one → date.range
      args: 'date.range'
    • from_date Date
      compute='_compute_date_range' readonly=False required=True store=True
    • target_move Selection
      default='posted' required=True args: [('posted', 'All Posted Entries'), ('all', 'All Entries')], 'Target Moves'
    • to_date Date
      compute='_compute_date_range' readonly=False required=True store=True
    Public methods (1)
    • open_taxes(self)

    Loading…

    Loading…

    Loading…

    Loading…

    Loading…

    Loading…

    Loading…

    Loading…

    Loading…

    Loading…