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HR Expense Tax Distribution

hr_expense_tax_distribution · OCA/hr-expense

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    Health
    60/100
    fair
    • Security25/25
      No findings
    • Activity25/25
      Last human commit 1 month ago
    • Required by5/25
      0 modules depend on it
    • Maturity5/25
      In 1 Odoo series since 18.0

    Heuristic over the facts below, not an audit · How it's computed

    Security findings
    Grave / minor (static analysis)
    Required by
    0
    Modules depending on it
    External deps
    0 pip · 0 bin
    Python packages / system binaries
    License
    AGPL-3
    No conflicts with its dependencies
    Folder size
    0.09 MB
    Module directory on disk
    Code analysis 0 migration notes 3 models 2 views 0 HTTP endpoints

    Description

    In standard Odoo, an expense record accepts a single set of taxes applied to the full total amount. This works well when a receipt is entirely subject to one VAT rate, but breaks down for mixed receipts where different line items are taxed at different rates.

    A typical example in France is a restaurant bill, where the applicable VAT rates depend on what was consumed:

    • 5.5 % on food (solid items)
    • 10 % on non-alcoholic beverages
    • 20 % on alcoholic beverages

    With the standard module, the user is forced to pick a single tax for the whole amount, which leads to an incorrect tax breakdown in the final accounting entry and, consequently, to wrong VAT reporting figures.

    This module solves the problem by introducing tax distribution lines on the hr.expense form. When an expense carries more than one tax, the user can split the total receipt amount across as many distribution lines as needed — one per applicable tax rate. Each line holds:

    • the tax that applies to that portion of the receipt,
    • the base amount (tax excluded) entered by the user,
    • the tax amount and the total (tax included) computed automatically.

    A validation constraint ensures that the sum of the distribution line totals equals the expense total before the expense report can be submitted.

    When the expense report is posted, the accounting entry is built from the distribution lines instead of the single tax_ids / total pair, producing a correct and auditable VAT breakdown for each applicable rate.

    The module is fully backward compatible: expenses with a single tax or no distribution lines behave exactly as in standard Odoo.

    Dependencies

    Odoo dependencies
    odoo/odoo:
    - hr_expense
    - account
    - base_setup
    - base
    - web
    - onboarding
    - product
    - mail
    - bus
    - web_tour
    - html_editor
    - uom
    - analytic
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - digest
    - resource
    - hr
    - phone_validation
    - resource_mail
    Python dependencies
    None
    System dependencies
    None
    Required by
    None

    Code analysis

    Extracted from the source by best-effort static analysis (no code is executed); details may be incomplete.

    Views touched 2

    XML IDNameModelTypeStatus
    hr_expense_view_form_tax_distribution hr.expense.form.tax.distribution hr.expense form Inherits hr_expense.hr_expense_view_form
    view_hr_expense_tax_line_tree hr.expense.tax.line.tree hr.expense.tax.line list New

    HTTP endpoints 0

    No HTTP endpoints found for this module.

    Models touched 3

    New fields (5)
    • has_tax_distribution Boolean
      compute='_compute_has_tax_distribution' store=True
    • tax_amount Monetary
      precompute=False
    • tax_amount_currency Monetary
      precompute=False
    • tax_line_ids One2many → hr.expense.tax.line
      comodel_name='hr.expense.tax.line' copy=True inverse_name='expense_id' string='Tax Distribution Lines'
    • untaxed_amount_currency Monetary
      precompute=False
    Public methods (1)
    • action_submit_expenses(self)
      Validate tax distribution totals before submission.

    New fields (0)

    No new fields.

    Public methods (0)

    No public methods.

    New fields (8)
    • base_amount_currency Monetary
      currency_field='currency_id' required=True string='Base Amount (Tax Excl.)'
    • company_id Many2one
      related='expense_id.company_id' store=True
    • currency_id Many2one
      related='expense_id.currency_id' store=True
    • expense_id Many2one → hr.expense
      comodel_name='hr.expense' index=True ondelete='cascade' required=True string='Expense'
    • sequence Integer
      default=10
    • tax_amount_currency Monetary
      compute='_compute_amounts' currency_field='currency_id' store=True string='Tax Amount'
    • tax_ids Many2many → account.tax
      check_company=True comodel_name='account.tax' domain="[('company_id', '=', company_id), ('type_tax_use', 'in', ['purchase', 'all'])]" string='Taxes'
    • total_amount_currency Monetary
      compute='_compute_amounts' currency_field='currency_id' store=True string='Total (Tax Incl.)'
    Public methods (0)

    No public methods.

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