Update tax wizard

account_tax_update · OCA/account-financial-tools

    Repository
    OCA/account-financial-tools · module folder · Try on Runboat
    Module version
    1.0.44
    Category
    Base
    Folder size
    0.18 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    None
    Last tracking update
    2026-08-07 07:17:46
    Authors
    Camptocamp, Odoo Community Association (OCA), Therp BV
    Maintainers
    Camptocamp, Odoo Community Association (OCA), Therp BV
    Committers
    Pedro M. Baeza, Vincent Van Rossem
    Odoo dependencies
    odoo/odoo:
    - account
    - base_setup
    - base
    - web_kanban
    - web
    - product
    - decimal_precision
    - mail
    - bus
    - web_tour
    - report
    - analytic
    - web_planner
    Python dependencies
    None
    System dependencies
    None
    Required by
    None
    Description
    This module aims at assisting the finance manager with implementing a tax
increase. Currently, only taxes that apply a percentage are covered.

The module creates a new menu item 'Update tax wizard' in the financial
settings menu, under the Taxes submenu. Using the wizard, you can select
the sales and purchase taxes that need to be upgraded and assign a new
percentage.

The selected taxes are in fact duplicated by running the wizard, so that
existing entries in the system are not affected. The new taxes are mapped
automatically in the appropriate fiscal positions. The wizard can replace
default values on accounts and products on demand. Defaults for purchase
and sales taxes can be set at independent times. During the transition,
the old taxes can still be selected manually on invoice lines etc.

You can select to also duplicate linked tax code

After the transition, the old taxes can be made inactive.

This module is compatible with OpenERP 7.0

    Code Analysis ⓘ

    Views touched (4)
    XML IDNameModelTypeStatus
    tax_tree_view Tax tree view for the add lines wizard account.tax tree New
    update_tax_config_add_lines_form Update tax select taxes form" account.update.tax.select_taxes form New
    update_tax_config_form Update tax config form" account.update.tax.config form New
    update_tax_config_line_tree Update tax config line tree" account.update.tax.config.line tree New
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (4)

    New fields (0)

    No new fields.

    Public methods (1)
    • name_get(self, cr, uid, ids, context=None)

    New fields (0)

    No new fields.

    Public methods (4)
    • add_lines(self, cr, uid, ids, context=None)
      Call the wizard that adds configuration lines
    • confirm(self, cr, uid, ids, context=None)
      Set the configuration to confirmed, so that no new taxes can be added. Create the duplicate taxes, rename the legacy taxes and recreate the hierarchical structure. Construct the fiscal position tax mappings.
    • set_defaults(self, cr, uid, ids, context=None)
    • set_inactive(self, cr, uid, ids, context=None)

    New fields (0)

    No new fields.

    Public methods (0)

    No public methods.

    New fields (0)

    No new fields.

    Public methods (1)
    • save_taxes(self, cr, uid, ids, context=None)
      Create tax lines in the update tax configuration based on a user selection of taxes. From these taxes, gather their hierarchically related other taxes which need to be duplicated to. From this gathering, ignore any taxes that might have been added by the user earlier on.

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