Merge PR #369 into 14.0

Signed-off-by dreispt

account_avatax_repair_oca/README.rst

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+=====================================================
+Avalara Avatax Certified Connector for Repairs Orders
+=====================================================
+
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+
+
+|badge2|
+
+This module is a component of the Avatax Integration with odoo app.
+Please refer to the corresponding documentation.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+The AvaTax module is integrated into Repair Orders and allows computation of taxes.
+Repairs order transactions do not appear in the in the AvaTax interface.
+
+The information placed in the repair order will automatically pass to the invoice
+on the Avalara server and can be viewed in the AvaTax control panel.
+
+Create New Repair Order
+
+- Navigate to: Repairs
+
+- Click Create button
+
+Compute Taxes with AvaTax
+
+- The module will calculate tax when the repair order is confirmed,
+  when the changes made to a repair order are saved, by navigating to Compute Taxes
+  or by navigating to Action >> Update taxes with Avatax.
+  At this step, the repair order will retrieve the tax amount from Avalara
+  but will not report the transaction to the AvaTax dashboard.
+  Only invoice, refund, and payment activity are reported to the dashboard.
+
+- The module will check if there is a selected warehouse
+  and will automatically determine the address of the warehouse
+  and the origin location. If no address is assigned to the warehouse
+  the module will automatically use the address of the company as its origin.
+  Location code will automatically populate with the warehouse code
+  but can be modified if needed.
+
+- Hide Exemption & Tax Based on shipping address -- this will provide this
+  feature support at repair order level.
+
+
+Tax Exemption Status
+
+- Tax exemption status can be defined on Contacts.
+
+- In a multi-company environment, the exemption status is defined per
+  Company, since each individual company is required to secure the
+  exemption certificates to claim for exemption application,
+  and this may not be the case for all Companies.
+
+- If the customer is tax exempt, in the "Avatax" tab, check the "Is Tax Exempt" checkbox.
+  When checked, the exemption details can be provided.
+  The Exemption Code is the type of exemption,
+  and the Exemption Number is an identification number to use on the customer's State.
+
+- This exemption status will only be applied for delivery addresses
+  in the State matching the State of the exemption address.
+  The same customer can have exemptions on several states.
+  For this use additional Contact/Addresses for those states,
+  and enter the exempention details there.
+
+- To make this data management simpler, is it possible to set the customer as exempt
+  country wide, using the corresponding checkbox. In this case the exemption status will
+  be used for delivery addresses in any state. Using this option has compliance risks, so
+  plase use it with care.
+
+Credits
+=======
+
+Authors
+~~~~~~~
+
+* ForgeFlow
+
+Contributors
+~~~~~~~~~~~~
+
+
+* ForgeFlow (https://www.forgeflow.com)
+
+  * Alex Paris

account_avatax_repair_oca/__init__.py

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+from . import models

account_avatax_repair_oca/__manifest__.py

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+{
+    "name": "Avalara Avatax Certified Connector for Repair Orders",
+    "version": "14.0.1.0.0",
+    "author": "ForgeFlow, Odoo Community Association (OCA)",
+    "summary": "Repair Orders with automatic Tax application using Avatax",
+    "license": "AGPL-3",
+    "category": "Inventory",
+    "website": "https://github.com/OCA/account-fiscal-rule",
+    "depends": ["account_avatax_oca", "repair"],
+    "data": [
+        "views/repair_order_view.xml",
+        "views/avalara_salestax_view.xml",
+        "views/partner_view.xml",
+    ],
+    "auto_install": True,
+}

account_avatax_repair_oca/models/__init__.py

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+from . import account_move
+from . import partner
+from . import repair_order
+from . import repair_fee
+from . import repair_line
+from . import avalara_salestax

account_avatax_repair_oca/models/account_move.py

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+from odoo import api, models
+
+
+class AccountMove(models.Model):
+    _inherit = "account.move"
+
+    @api.onchange("partner_id")
+    def _onchange_partner_id(self):
+        res = super(AccountMove, self)._onchange_partner_id()
+        self._onchange_partner_shipping_id()
+        return res
+
+    @api.onchange("partner_shipping_id")
+    def _onchange_partner_shipping_id(self):
+        res = super(AccountMove, self)._onchange_partner_shipping_id()
+        self.tax_on_shipping_address = bool(self.partner_shipping_id)
+        return res

account_avatax_repair_oca/models/avalara_salestax.py

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+from odoo import fields, models
+
+
+class AvalaraSalestax(models.Model):
+    _inherit = "avalara.salestax"
+
+    use_partner_invoice_id = fields.Boolean(
+        "Use Invoice partner's customer code in SO",
+        default=True,
+        help="Use Sales Order's Invoice Address field to determine Taxable" "Status",
+    )
+    repair_calculate_tax = fields.Boolean(
+        "Auto Calculate Tax on Repair Save",
+        help="Automatically triggers API to calculate tax If changes made on"
+        "SO's warehouse_id, tax_on_shipping_address, "
+        "SO line's price_unit, discount, product_uom_qty",
+    )
+    override_line_taxes = fields.Boolean(
+        help="When checked, the Avatax computed tax will replace any other taxes"
+        " that may exist in the document line.",
+    )

account_avatax_repair_oca/models/partner.py

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+from odoo import _, api, fields, models
+
+
+class ResPartner(models.Model):
+    _inherit = "res.partner"
+
+    @api.onchange("property_exemption_country_wide")
+    def _onchange_property_exemption_contry_wide(self):
+        if self.property_exemption_country_wide:
+            message = (
+                _(
+                    "Enabling the exemption status for all states"
+                    " may have tax compliance risks,"
+                    " and should be carefully considered.\n\n"
+                    " Please ensure that your tax advisor was consulted and the"
+                    " necessary tax exemption documentation was obtained"
+                    " for every state this Partner may have transactions."
+                ),
+            )
+            return {"warning": {"title": _("Tax Compliance Risk"), "message": message}}
+
+    property_exemption_country_wide = fields.Boolean(
+        "Exemption Applies Country Wide",
+        help="When enabled, the delivery address State is irrelevant"
+        " when looking up the exemption status, meaning that the exemption"
+        " is considered applicable for all states",
+    )

account_avatax_repair_oca/models/repair_fee.py

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+from odoo import api, fields, models
+
+
+class RepairFee(models.Model):
+    _inherit = "repair.fee"
+
+    tax_amt_avatax = fields.Monetary(string="AvaTax")
+
+    @api.depends("tax_amt_avatax")
+    def _compute_price_total(self):
+        res = super()._compute_price_total()
+        for fee in self:
+            fee.price_total = fee.price_subtotal + fee.tax_amt_avatax
+        return res
+
+    def _avatax_prepare_line(self, sign=1, doc_type=None):
+        """
+        Prepare a line to use for Avatax computation.
+        Returns a dict
+        """
+        line = self
+        res = {}
+        # Add UPC to product item code
+        avatax_config = line.company_id.get_avatax_config_company()
+        product = line.product_id
+        if product.barcode and avatax_config.upc_enable:
+            item_code = "UPC:%d" % product.barcode
+        else:
+            item_code = product.default_code or ("ID:%d" % product.id)
+        tax_code = line.product_id.applicable_tax_code_id.name
+        amount = sign * line.price_unit * line.product_uom_qty
+        # Calculate discount amount
+        discount_amount = 0.0
+        is_discounted = False
+        res = {
+            "qty": line.product_uom_qty,
+            "itemcode": item_code,
+            "description": line.name,
+            "discounted": is_discounted,
+            "discount": discount_amount,
+            "amount": amount,
+            "tax_code": tax_code,
+            "id": line,
+            "tax_id": line.tax_id,
+        }
+        return res
+
+    @api.onchange("product_uom_qty", "discount", "price_unit", "tax_id")
+    def onchange_reset_avatax_amount(self):
+        """
+        When changing quantities or prices, reset the Avatax computed amount.
+        The Odoo computed tax amount will then be shown, as a reference.
+        The Avatax amount will be recomputed upon document validation.
+        """
+        for line in self:
+            line.tax_amt_avatax = 0
+            line.repair_id.amount_tax_avatax = 0
+
+    @api.depends(
+        "product_uom_qty", "discount", "price_unit", "tax_id", "tax_amt_avatax"
+    )
+    def _compute_amount(self):
+        """
+        If we have a Avatax computed amount, use it instead of the Odoo computed one
+        """
+        super()._compute_amount()
+        for line in self:
+            if line.tax_amt_avatax:  # Has Avatax computed amount
+                vals = {
+                    "price_tax": line.tax_amt_avatax,
+                    "price_total": line.price_subtotal + line.tax_amt_avatax,
+                }
+                line.update(vals)

account_avatax_repair_oca/models/repair_line.py

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+from odoo import api, fields, models
+
+
+class RepairLine(models.Model):
+    _inherit = "repair.line"
+
+    tax_amt_avatax = fields.Monetary(string="AvaTax")
+
+    @api.depends("tax_amt_avatax")
+    def _compute_price_total(self):
+        res = super()._compute_price_total()
+        for line in self:
+            line.price_total = line.price_subtotal + line.tax_amt_avatax
+        return res
+
+    def _avatax_prepare_line(self, sign=1, doc_type=None):
+        """
+        Prepare a line to use for Avatax computation.
+        Returns a dict
+        """
+        line = self
+        res = {}
+        # Add UPC to product item code
+        avatax_config = line.company_id.get_avatax_config_company()
+        product = line.product_id
+        if product.barcode and avatax_config.upc_enable:
+            item_code = "UPC:%d" % product.barcode
+        else:
+            item_code = product.default_code or ("ID:%d" % product.id)
+        tax_code = line.product_id.applicable_tax_code_id.name
+        amount = sign * line.price_unit * line.product_uom_qty
+        # Calculate discount amount
+        discount_amount = 0.0
+        is_discounted = False
+        res = {
+            "qty": line.product_uom_qty,
+            "itemcode": item_code,
+            "description": line.name,
+            "discounted": is_discounted,
+            "discount": discount_amount,
+            "amount": amount,
+            "tax_code": tax_code,
+            "id": line,
+            "tax_id": line.tax_id,
+        }
+        return res
+
+    @api.onchange("product_uom_qty", "discount", "price_unit", "tax_id")
+    def onchange_reset_avatax_amount(self):
+        """
+        When changing quantities or prices, reset the Avatax computed amount.
+        The Odoo computed tax amount will then be shown, as a reference.
+        The Avatax amount will be recomputed upon document validation.
+        """
+        for line in self:
+            line.tax_amt_avatax = 0
+            line.repair_id.amount_tax_avatax = 0
+
+    @api.depends(
+        "product_uom_qty", "discount", "price_unit", "tax_id", "tax_amt_avatax"
+    )
+    def _compute_amount(self):
+        """
+        If we have a Avatax computed amount, use it instead of the Odoo computed one
+        """
+        super()._compute_amount()
+        for line in self:
+            if line.tax_amt_avatax:  # Has Avatax computed amount
+                vals = {
+                    "price_tax": line.tax_amt_avatax,
+                    "price_total": line.price_subtotal + line.tax_amt_avatax,
+                }
+                line.update(vals)