Update tax wizard

account_tax_update
REPOSITORY
REPOSITORYOCA/account-financial-tools
GIT
GIThttps://github.com/OCA/account-financial-tools.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/account-financial-tools/tree/10.0/account_tax_update
VERSION
VERSION 1.0.44
CATEGORY
CATEGORYBase
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOdoo Community Association (OCA), Camptocamp, Therp BV
MAINTAINERS
MAINTAINERSOdoo Community Association (OCA), Camptocamp, Therp BV
COMMITTERS
COMMITTERSPedro M. Baeza, Vincent Van Rossem
WEBSITE
WEBSITE
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 00:19:57
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - account
    - base_setup
    - base
    - web_kanban
    - web
    - product
    - decimal_precision
    - mail
    - bus
    - web_tour
    - report
    - analytic
    - web_planner
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
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
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.
REPOSITORY
REPOSITORYOCA/account-financial-tools
GIT
GIThttps://github.com/OCA/account-financial-tools.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/account-financial-tools/tree/9.0/account_tax_update
VERSION
VERSION 1.0.45
CATEGORY
CATEGORYBase
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOdoo Community Association (OCA), Camptocamp SA, Therp BV
MAINTAINERS
MAINTAINERSOdoo Community Association (OCA), Camptocamp SA, Therp BV
COMMITTERS
COMMITTERSHolger Brunn
WEBSITE
WEBSITE
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 00:15:20
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - account
    - base_setup
    - base
    - web_kanban
    - web
    - product
    - decimal_precision
    - mail
    - bus
    - report
    - analytic
    - web_tip
    - web_planner
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
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
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.
REPOSITORY
REPOSITORYOCA/account-financial-tools
GIT
GIThttps://github.com/OCA/account-financial-tools.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/account-financial-tools/tree/8.0/account_tax_update
VERSION
VERSION 1.0.45
CATEGORY
CATEGORYBase
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOdoo Community Association (OCA), Camptocamp SA, Therp BV
MAINTAINERS
MAINTAINERSOdoo Community Association (OCA), Camptocamp SA, Therp BV
COMMITTERS
COMMITTERSStéphane Bidoul, Alexandre Fayolle, Nicolas Bessi
WEBSITE
WEBSITE
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 00:11:22
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - account
    - base_setup
    - base
    - web_kanban
    - web
    - product
    - decimal_precision
    - mail
    - report
    - analytic
    - board
    - edi
    - email_template
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
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
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.
REPOSITORY
REPOSITORYOCA/account-financial-tools
GIT
GIThttps://github.com/OCA/account-financial-tools.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/account-financial-tools/tree/7.0/account_tax_update
VERSION
VERSION 1.0.45
CATEGORY
CATEGORYBase
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOdoo Community Association (OCA), Camptocamp SA, Therp BV
MAINTAINERS
MAINTAINERSOdoo Community Association (OCA), Camptocamp SA, Therp BV
COMMITTERS
COMMITTERSYannick Vaucher, Alexandre Fayolle, Nicolas Bessi, Vincent Renaville, Launchpad Translations on behalf of account-core-editors, OCA Transbot, Rudolf Schnapka
WEBSITE
WEBSITE
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 00:07:14
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - account
    - base_setup
    - base
    - web_kanban
    - web
    - product
    - process
    - decimal_precision
    - mail
    - analytic
    - board
    - edi
    - email_template
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
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
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.