US Sales Tax Engine

• us_tax_calculated_at Datetime
  string='Tax Calculated At'
• us_tax_source Char
  help='Source used for the last US tax calculation.' string='Tax Source'

• action_calculate_us_tax(self)
  Manual trigger — recalculate US tax for this invoice.

• us_tax_category_id Many2one → us.tax.product.category
  help='Fiscal classification for US Sales Tax calculation. If empty, defaults to TANGIBLE GOODS.' string='US Tax Category' args: 'us.tax.product.category'

No public methods.

• us_tax_cache_ttl_hours Integer
  config_parameter='l10n_us_tax.cache_ttl_hours' default=720 help='Hours to keep API responses in cache. Default: 720 (30 days).' string='Cache TTL (hours)'
• us_tax_confidence_threshold Float
  config_parameter='l10n_us_tax.confidence_threshold' default=0.7 help='Minimum ZIP-to-jurisdiction confidence to use local data (0.0–1.0).' string='ZIP Confidence Threshold'
• us_tax_engine_active Boolean
  config_parameter='l10n_us_tax.engine_active' help='Activate hybrid US Sales Tax calculation for US customer addresses.' string='Enable US Sales Tax Engine'
• us_tax_engine_mode Selection
  config_parameter='l10n_us_tax.engine_mode' default='hybrid' help='How the engine selects the tax rate source.' string='Engine Mode' args: [('local', 'Local Database Only'), ('api', 'External API Only'), ('hybrid', 'Hybrid (Local First, API Fallback)')]
• us_tax_fail_policy Selection
  config_parameter='l10n_us_tax.fail_policy' default='warn' help='What happens when all configured API providers fail.' string='API Failure Policy' args: [('block', 'Block — prevent document confirmation'), ('warn', 'Warn — proceed with $0 tax + warning'), ('last_cache', 'Use Last Cache — use expired cache if available'), ('manual', 'Manual — let user enter rate')]

No public methods.

• us_tax_exempt Boolean
  help='When checked, this partner is exempt from US Sales Tax on all orders. Attach the exemption certificate document to this record.' string='US Tax Exempt'
• us_tax_exemption_code Char
  help='Category of exemption (e.g. RESALE, AGRICULTURE, GOVERNMENT, NONPROFIT).' string='Exemption Code'
• us_tax_exemption_number Char
  help='Official exemption certificate number issued by the state authority.' string='Exemption Certificate #'

No public methods.

• us_tax_based_on_shipping Boolean
  default=True help='When checked (default), US Sales Tax is calculated using the shipping address. Uncheck to use the billing/invoice address instead.' string='Tax Based on Shipping Address'
• us_tax_calculated_at Datetime
  string='Tax Calculated At'
• us_tax_source Char
  help='Source used for the last US tax calculation.' string='Tax Source'

• action_calculate_us_tax(self)
  Manual trigger — recalculate US tax for this order.
• action_confirm(self)
  Auto-calculate tax on confirmation if engine is active.

• active Boolean
  default=True
• address_hash Char
  index=True required=True
• cached_at Datetime
  default=fields.Datetime.now
• city_rate Float
  digits=(5, 4)
• county_rate Float
  digits=(5, 4)
• district_rate Float
  digits=(5, 4)
• expires_at Datetime
  index=True
• provider_id Many2one → us.tax.provider
  ondelete='set null' args: 'us.tax.provider'
• request_payload Text
• response_payload Text
• source_date Date
  help='Rate effective date reported by provider.'
• state_id Many2one → res.country.state
  index=True args: 'res.country.state'
• state_rate Float
  digits=(5, 4)
• total_rate Float
  digits=(5, 4)
• zip Char
  index=True size=5

• build_hash(self, zip_code, state_code, product_category_code, date_month)
  @api.model
  Build a deterministic cache key.
• create_or_update(self, address_hash, provider_id, rates, ttl_hours, request_payload=None, response_payload=None, zip_code=None, state_id=None)
  @api.model
  Upsert a cache entry.
• get_valid_entry(self, address_hash, provider_id=None)
  @api.model
  Return a non-expired cache entry or None.
• purge_expired(self)
  @api.model
  Called by cron to archive expired entries.

• calculated_at Datetime
  default=fields.Datetime.now index=True
• calculated_by Many2one → res.users
  default=<expr> ondelete='set null' args: 'res.users'
• city_rate Float
  digits=(5, 4)
• county_rate Float
  digits=(5, 4)
• currency_id Many2one → res.currency
  default=<expr> args: 'res.currency'
• district_rate Float
  digits=(5, 4)
• document_ref Char
  compute='_compute_document_ref' help='Human-readable reference.' store=False
• error_message Text
• full_address Char
• nexus_applied Boolean
• partner_id Many2one → res.partner
  ondelete='set null' args: 'res.partner'
• product_category_id Many2one → us.tax.product.category
  ondelete='set null' args: 'us.tax.product.category'
• provider_id Many2one → us.tax.provider
  ondelete='set null' args: 'us.tax.provider'
• request_payload Text
• res_id Integer
  index=True
• res_model Char
  help='sale.order or account.move' index=True
• response_payload Text
  help='Sanitized — no API keys stored.'
• shipping_city Char
• shipping_county Char
• shipping_state_id Many2one → res.country.state
  args: 'res.country.state'
• shipping_zip Char
  size=5
• source Selection
  required=True args: [('local', 'Local Database'), ('api', 'External API'), ('cache', 'Cached Result'), ('manual', 'Manual Rate'), ('exempt_nexus', 'Exempt — No Nexus'), ('exempt_rule', 'Exempt — Tax Rule'), ('exempt_partner', 'Exempt — Partner Certificate'), ('error', 'Error')]
• state_rate Float
  digits=(5, 4)
• status Selection
  default='success' args: [('success', 'Success'), ('error', 'Error'), ('skipped', 'Skipped')]
• tax_amount Monetary
  currency_field='currency_id'
• taxable_amount Monetary
  currency_field='currency_id'
• total_rate Float
  digits=(5, 4)

• log_calculation(self, payload)
  @api.model
  Create an audit log entry. payload is a dict of field values. Uses sudo() because audit logs are system records — any user who triggers a tax calculation should have their action logged regardless of their group permissions on this model.
• unlink(self)
• write(self, vals)

No new fields.

• calculate_for_invoice(self, move)
  @api.model
  Calculate and apply US Sales Tax for an account.move record.
• calculate_for_sale_order(self, order)
  @api.model
  Calculate and apply US Sales Tax for a sale.order record.

• can_rollback Boolean
  default=True
• effective_date Date
  help='Rates effective date from the imported source.'
• error_log Text
• file_name Char
• finished_at Datetime
• imported_by Many2one → res.users
  default=<expr> ondelete='set null' args: 'res.users'
• name Char
  compute='_compute_name' store=True
• records_created Integer
  default=0
• records_skipped Integer
  default=0
• records_updated Integer
  default=0
• source Char
  help='florida_dor, texas_open_data, manual_csv, api_ziptax' required=True
• started_at Datetime
  default=fields.Datetime.now
• state_id Many2one → res.country.state
  domain=[('country_id.code', '=', 'US')] string='State Covered' args: 'res.country.state'
• status Selection
  default='pending' args: [('pending', 'Pending'), ('running', 'Running'), ('done', 'Done'), ('failed', 'Failed')]

• action_rollback(self)
  Archive all rates created by this batch.

• delimiter Char
  default=',' size=1
• effective_date Date
  default=fields.Date.today required=True
• file_data Binary
  required=True string='File'
• file_name Char
• preview_html Html
  readonly=True
• source Selection
  default='generic_csv' required=True args: [('florida_dor', 'Florida DOR (Master Address List)'), ('texas_open_data', 'Texas Open Data'), ('generic_csv', 'Generic CSV (any state)')]
• state_id Many2one → res.country.state
  domain=[('country_id.code', '=', 'US')] required=True args: 'res.country.state'

• action_import(self)
  Execute import using the appropriate importer.
• action_preview(self)
  Show first 5 rows as preview before committing import.

• active Boolean
  default=True
• child_ids One2many → us.tax.jurisdiction
  args: 'us.tax.jurisdiction', 'parent_id'
• city Char
  index=True
• complete_name Char
  compute='_compute_complete_name' recursive=True store=True
• county Char
  index=True
• district_code Char
• name Char
  index=True required=True
• parent_id Many2one → us.tax.jurisdiction
  index=True ondelete='restrict' string='Parent Jurisdiction' args: 'us.tax.jurisdiction'
• parent_path Char
  index=True
• rate_ids One2many → us.tax.rate
  args: 'us.tax.rate', 'jurisdiction_id'
• state_id Many2one → res.country.state
  domain=[('country_id.code', '=', 'US')] index=True required=True args: 'res.country.state'
• type Selection
  index=True required=True args: [('state', 'State'), ('county', 'County'), ('city', 'City'), ('district', 'Special District')]
• zip_mapping_ids One2many → us.tax.zip.mapping
  args: 'us.tax.zip.mapping', 'jurisdiction_id'

No public methods.

• active Boolean
  default=True
• company_id Many2one → res.company
  default=<expr> required=True args: 'res.company'
• notes Text
• start_date Date
  help='Date when economic nexus was established in this state.'
• state_id Many2one → res.country.state
  domain=[('country_id.code', '=', 'US')] required=True args: 'res.country.state'
• threshold_amount Float
  help='Economic nexus threshold in USD (informational for MVP).'
• threshold_transactions Integer
  help='Transaction count threshold (informational for MVP).'

• has_nexus(self, company_id, state_id)
  @api.model
  Check if a company has active nexus in a given state.

• active Boolean
  default=True
• code Char
  help='Technical code: TANGIBLE, SERVICE, FOOD, MEDICINE, DIGITAL, SHIPPING, EXEMPT' index=True required=True size=32
• default_taxable Boolean
  default=True help='Taxable by default. Override per state via Tax Rules.'
• description Text
  translate=True
• name Char
  required=True translate=True

No public methods.

• account_id_param Char
  help='ir.config_parameter key for Account ID (if required).'
• active Boolean
  default=False
• api_key_param Char
  help='ir.config_parameter key for API Key.'
• calls_this_month Integer
  default=0 help='Calls made this month. Reset by monthly cron.' readonly=True
• code Char
  help="Unique provider code (e.g. 'local'; external providers define their own code in their own addon)." index=True required=True size=32
• description Text
• is_paid Boolean
  default=False help='Mark if this provider requires payment after trial/free tier ends.'
• limit_alert_sent Boolean
  default=False help='Whether the 80% warning has been sent this month.'
• limit_status Selection
  compute='_compute_limit_status' args: [('ok', 'OK'), ('warning', 'Warning (>80%)'), ('exceeded', 'Limit Exceeded'), ('unlimited', 'Unlimited')]
• limit_usage_pct Float
  compute='_compute_limit_status' help='Percentage of monthly limit used.'
• monthly_call_limit Integer
  default=0 help='Monthly API call limit. 0 = unlimited (paid/enterprise plans).'
• name Char
  required=True
• priority Integer
  default=10 help='Lower number = higher priority in fallback chain. Engine tries providers in ascending priority order.'
• sandbox_mode Boolean
  default=True help='Use sandbox/test endpoints. Disable for production.'
• supports_address_level Boolean
  default=False help='Provider can resolve by full address (not just ZIP).'
• supports_zip_level Boolean
  default=True help='Provider can resolve by ZIP code.'
• timeout Integer
  default=5 help='API request timeout in seconds.'

• action_reset_monthly_counter(self)
• action_validate_credentials(self)
• get_api_key(self)
  Safely retrieve API key from ir.config_parameter.
• increment_call_counter(self)
  Increment monthly call counter and send alert if threshold reached.
• is_limit_reached(self)
  Return True if this provider has reached its monthly call limit.
• is_limit_warning(self)
  Return True if this provider is at ≥80% of its monthly limit.

• active Boolean
  default=True
• city_rate Float
  default=0.0 digits=(5, 4)
• county_rate Float
  default=0.0 digits=(5, 4)
• district_rate Float
  default=0.0 digits=(5, 4)
• effective_date Date
  index=True required=True
• end_date Date
  help='Leave empty if this rate is currently in effect.' index=True
• import_batch_id Many2one → us.tax.import.batch
  args: 'us.tax.import.batch'
• jurisdiction_id Many2one → us.tax.jurisdiction
  index=True ondelete='restrict' required=True args: 'us.tax.jurisdiction'
• notes Text
• product_tax_category_id Many2one → us.tax.product.category
  help='Leave empty to apply to all categories.' args: 'us.tax.product.category'
• source Char
  default='manual' help='Origin: e.g. florida_dor, manual, or the code of an external provider module.'
• source_url Char
  string='Source URL'
• state_id Many2one
  index=True related='jurisdiction_id.state_id' store=True
• state_rate Float
  default=0.0 digits=(5, 4)
• total_rate Float
  compute='_compute_total_rate' digits=(5, 4) help='Sum of all rate components.' store=True

• get_rate_for_date(self, jurisdiction_id, date, product_category_id=None)
  @api.model
  Return the rate valid on a given date for a jurisdiction. Preference: specific product category > generic (null category). A category-specific rate is tried first when one is requested; if none exists, falls back to the generic rate rather than returning nothing — a jurisdiction is rarely imported with a rate row for every category.

• active Boolean
  default=True
• effective_date Date
• end_date Date
• exemption_reason Char
  help='Legal or regulatory basis for exemption.'
• product_tax_category_id Many2one → us.tax.product.category
  ondelete='restrict' required=True args: 'us.tax.product.category'
• rate_override Float
  digits=(5, 4) help='If set, use this rate instead of the standard jurisdiction rate.'
• state_id Many2one → res.country.state
  domain=[('country_id.code', '=', 'US')] help='Leave empty to apply to all US states.' args: 'res.country.state'
• taxable Boolean
  default=True help='Is this category taxable in this state?'

• is_taxable(self, state_id, product_category_id, date=None)
  @api.model
  Check if a product category is taxable in a state on a given date. Returns: (taxable: bool, rate_override: float | None)

• city Char
• confidence Float
  default=1.0 help='Confidence 0.0-1.0. Highest wins when ZIP has multiple jurisdictions.'
• county Char
• import_batch_id Many2one → us.tax.import.batch
  args: 'us.tax.import.batch'
• imported_at Datetime
  default=fields.Datetime.now
• jurisdiction_id Many2one → us.tax.jurisdiction
  index=True ondelete='restrict' required=True args: 'us.tax.jurisdiction'
• source Char
  default='manual' help='Data origin: florida_dor, texas_open_data, api_ziptax, manual'
• state_id Many2one → res.country.state
  domain=[('country_id.code', '=', 'US')] index=True required=True args: 'res.country.state'
• zip Char
  index=True required=True size=5 string='ZIP Code'
• zip4 Char
  size=4 string='ZIP+4'

• get_best_jurisdiction(self, zip_code, state_code=None, confidence_min=0.7)
  @api.model
  Return the best jurisdiction for a ZIP code. Args: zip_code: 5-digit ZIP string state_code: Optional 2-letter state code to narrow down confidence_min: Minimum confidence threshold Returns: us.tax.jurisdiction record or empty recordset