[18.0][MIG] account_product_fiscal_classification: Migration to 18.0

account_product_fiscal_classification/README.rst

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+=======================================
+Account Product - Fiscal Classification
+=======================================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |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
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--fiscal--rule-lightgray.png?logo=github
+    :target: https://github.com/OCA/account-fiscal-rule/tree/18.0/account_product_fiscal_classification
+    :alt: OCA/account-fiscal-rule
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/account-fiscal-rule-18-0/account-fiscal-rule-18-0-account_product_fiscal_classification
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/account-fiscal-rule&target_branch=18.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module extends the Odoo Account module to introduce Fiscal
+Classifications.
+
+A fiscal classification is an association of purchase and sale taxes
+that have to be set on your products.
+
+|image1|
+
+This new design provides the following improvments.
+
+- It is more simple (less clicks quantity) to configure correctly a
+  product. (You only have to set a fiscal classification, instead of
+  setting one or many sale taxes, then click on purchase tab and set one
+  or many purchase taxes.)
+- Prevent users to select incompatible purchase and sale taxes. French
+  Exemple: A product can not be configured with:
+
+  - Purchase Taxes: 5.5%
+  - Sale Taxes: 20%
+
+- Optionaly, you can restrict the usage of some fiscal classifications
+  to some product categories. French Exemple : A product set in the
+  category "Beer and wine" can not have a sale tax 5,5%. (20% is
+  mandatory)
+
+.. |image1| image:: https://raw.githubusercontent.com/OCA/account-fiscal-rule/18.0/account_product_fiscal_classification/static/description/product_template_form.png
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+- Go to "Accounting > Configuration > Accounting > Fiscal
+  Classifications".
+- Create new classification, with correct purchase and sale taxes.
+
+|image1|
+
+**Note**
+
+When installing the module, it will create fiscal classifications for
+all the taxes combinations that exist in your database. If some are bad,
+you can massively move the products for a bad classification to the good
+one, using the button "Move products into another fiscal
+classification".
+
+**Optional settings**
+
+Once the fiscal classifications are created, you can create rules to
+avoid users to use some classifications that don't make sense for some
+categories.
+
+- Go to "Accounting > Configuration > Accounting > Fiscal Classification
+  Rules"
+- Create new rules.
+
+|image2|
+
+Every time a new product is created, the rules that matches the product
+setting will be checked **in the displayed order**.
+
+- If one rule is set to 'Allow', the next rules are ignored.
+- If one rule is set to 'Forbid', an error is raised.
+
+|image3|
+
+.. |image1| image:: https://raw.githubusercontent.com/OCA/account-fiscal-rule/18.0/account_product_fiscal_classification/static/description/fiscal_classification_form.png
+.. |image2| image:: https://raw.githubusercontent.com/OCA/account-fiscal-rule/18.0/account_product_fiscal_classification/static/description/fiscal_classification_rule__wine.png
+.. |image3| image:: https://raw.githubusercontent.com/OCA/account-fiscal-rule/18.0/account_product_fiscal_classification/static/description/fiscal_classification_rule__wine_warning.png
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-fiscal-rule/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/account-fiscal-rule/issues/new?body=module:%20account_product_fiscal_classification%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* Akretion
+* GRAP
+* La Louve
+
+Contributors
+------------
+
+- Sylvain LE GAL (https://twitter.com/legalsylvain)
+
+- Akretion
+
+     - Sébastien BEAU <[email protected]>
+     - Pierrick Brun <[email protected]>
+     - Renato Lima <[email protected]>
+
+- Danimar RIBEIRO
+
+- Phan Hong Phuc <[email protected]>
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+.. |maintainer-legalsylvain| image:: https://github.com/legalsylvain.png?size=40px
+    :target: https://github.com/legalsylvain
+    :alt: legalsylvain
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-legalsylvain| 
+
+This module is part of the `OCA/account-fiscal-rule <https://github.com/OCA/account-fiscal-rule/tree/18.0/account_product_fiscal_classification>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

account_product_fiscal_classification/__init__.py

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+from . import models
+from . import wizard
+
+from .hooks import create_fiscal_classification_from_product_template

account_product_fiscal_classification/__manifest__.py

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+# Copyright (C) 2014-Today GRAP (http://www.grap.coop)
+# Copyright (C) 2016-Today La Louve (<http://www.lalouve.net/>)
+# @author: Sylvain LE GAL (https://twitter.com/legalsylvain)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+{
+    "name": "Account Product - Fiscal Classification",
+    "summary": "Simplify taxes management for products",
+    "version": "18.0.1.0.0",
+    "category": "Accounting",
+    "author": "Akretion,GRAP,La Louve,Odoo Community Association (OCA)",
+    "maintainers": ["legalsylvain"],
+    "website": "https://github.com/OCA/account-fiscal-rule",
+    "license": "AGPL-3",
+    "depends": ["account", "account_usability"],
+    "excludes": ["product_tax_multicompany_default"],
+    "data": [
+        "security/ir_rule.xml",
+        "security/ir.model.access.csv",
+        "views/view_product_template.xml",
+        "wizard/view_wizard_change_fiscal_classification.xml",
+        "views/view_account_product_fiscal_classification.xml",
+        "views/view_account_product_fiscal_rule.xml",
+    ],
+    "demo": [
+        "demo/res_company.xml",
+        "demo/res_users.xml",
+        "demo/account_tax.xml",
+        "demo/account_product_fiscal_classification.xml",
+        "demo/product_template.xml",
+        "demo/product_category.xml",
+        "demo/account_product_fiscal_rule.xml",
+    ],
+    "post_init_hook": "create_fiscal_classification_from_product_template",
+    "installable": True,
+}

account_product_fiscal_classification/demo/account_product_fiscal_classification.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<!--
+    Copyright (C) 2022-Today GRAP (http://www.grap.coop)
+    @author Sylvain LE GAL (https://twitter.com/legalsylvain)
+    License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+-->
+<odoo>
+    <!-- Fiscal Classification (company 1) -->
+    <record
+        id="fiscal_classification_A_company_1"
+        model="account.product.fiscal.classification"
+    >
+        <field name="name">Demo Fiscal Classification A (20%) (Your Company)</field>
+        <field name="company_id" ref="base.main_company" />
+        <field
+            name="purchase_tax_ids"
+            eval="[Command.set([ref('account_tax_purchase_20_company_1')])]"
+        />
+        <field
+            name="sale_tax_ids"
+            eval="[Command.set([ref('account_tax_sale_20_company_1')])]"
+        />
+    </record>
+
+    <record
+        id="fiscal_classification_B_company_1"
+        model="account.product.fiscal.classification"
+    >
+        <field name="name">Demo Fiscal Classification B (Your Company)</field>
+        <field name="company_id" ref="base.main_company" />
+        <field
+            name="sale_tax_ids"
+            eval="[Command.set([
+                ref('account_tax_sale_5_company_1'),
+                ref('account_tax_sale_20_company_1'),
+            ])]"
+        />
+    </record>
+
+    <!-- Fiscal Classification (company 2) -->
+    <record
+        id="fiscal_classification_C_company_2"
+        model="account.product.fiscal.classification"
+    >
+        <field name="name">Demo Fiscal Classification C (Company 2)</field>
+        <field
+            name="company_id"
+            ref="account_product_fiscal_classification.company_2"
+        />
+        <field
+            name="purchase_tax_ids"
+            eval="[Command.set([ref('account_tax_purchase_7_company_2'), ref('account_tax_purchase_30_company_2')])]"
+        />
+        <field
+            name="sale_tax_ids"
+            eval="[Command.set([ref('account_tax_sale_7_company_2'), ref('account_tax_sale_30_company_2')])]"
+        />
+    </record>
+
+    <!-- Fiscal Classification (Global) -->
+    <record
+        id="fiscal_classification_D_global"
+        model="account.product.fiscal.classification"
+    >
+        <field name="name">Demo Fiscal Classification D (Global)</field>
+        <field name="company_id" eval="False" />
+        <field
+            name="purchase_tax_ids"
+            eval="[Command.set([ref('account_tax_purchase_20_company_1'), ref('account_tax_purchase_30_company_2')])]"
+        />
+        <field
+            name="sale_tax_ids"
+            eval="[Command.set([ref('account_tax_sale_20_company_1'), ref('account_tax_sale_30_company_2')])]"
+        />
+    </record>
+</odoo>

account_product_fiscal_classification/demo/account_product_fiscal_rule.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<!--
+    Copyright (C) 2022-Today GRAP (http://www.grap.coop)
+    @author Sylvain LE GAL (https://twitter.com/legalsylvain)
+    License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+-->
+<odoo>
+    <record id="rule_wine_1" model="account.product.fiscal.rule">
+        <field name="company_id" ref="base.main_company" />
+        <field name="category_ids" eval="[Command.set([ref('category_wine')])]" />
+        <field
+            name="fiscal_classification_ids"
+            eval="[Command.set([ref('fiscal_classification_A_company_1')])]"
+        />
+        <field name="action">allow</field>
+    </record>
+
+    <record id="rule_wine_2" model="account.product.fiscal.rule">
+        <field name="company_id" ref="base.main_company" />
+        <field name="category_ids" eval="[Command.set([ref('category_wine')])]" />
+        <field name="action">forbid</field>
+        <field name="message">the alcohol is sold at 20%.</field>
+    </record>
+</odoo>

account_product_fiscal_classification/demo/account_tax.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<!--
+    Copyright (C) 2014 -Today GRAP (http://www.grap.coop)
+    @author Sylvain LE GAL (https://twitter.com/legalsylvain
+    Copyright (C) 2019-Today Akretion (http://www.akretion.com)
+    @author Pierrick Brun <[email protected]>
+    License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+-->
+<odoo>
+    <record id="demo_account_tax_group" model="account.tax.group">
+        <field name="name">Demo Tax Group A</field>
+    </record>
+    <!-- Your Company Taxes -->
+    <record id="account_tax_purchase_20_company_1" model="account.tax">
+        <field name="name">Demo Purchase Tax 20% (Your Company)</field>
+        <field name="company_id" ref="base.main_company" />
+        <field name="type_tax_use">purchase</field>
+        <field name="amount">20</field>
+        <field name="tax_group_id" ref="demo_account_tax_group" />
+        <field name="country_id" ref="base.us" />
+    </record>
+
+    <record id="account_tax_sale_20_company_1" model="account.tax">
+        <field name="name">Demo Sale Tax 20% (Your Company)</field>
+        <field name="company_id" ref="base.main_company" />
+        <field name="type_tax_use">sale</field>
+        <field name="amount">20</field>
+        <field name="tax_group_id" ref="demo_account_tax_group" />
+        <field name="country_id" ref="base.us" />
+    </record>
+
+    <record id="account_tax_sale_5_company_1" model="account.tax">
+        <field name="name">Demo Sale Tax 5% (Your Company)</field>
+        <field name="company_id" ref="base.main_company" />
+        <field name="type_tax_use">sale</field>
+        <field name="amount">5</field>
+        <field name="tax_group_id" ref="demo_account_tax_group" />
+        <field name="country_id" ref="base.us" />
+    </record>
+
+    <!-- Company 2 Taxes -->
+    <record id="account_tax_purchase_7_company_2" model="account.tax">
+        <field name="name">Demo Purchase Tax 7% (Company 2)</field>
+        <field
+            name="company_id"
+            ref="account_product_fiscal_classification.company_2"
+        />
+        <field name="type_tax_use">purchase</field>
+        <field name="amount">7</field>
+        <field name="tax_group_id" ref="demo_account_tax_group" />
+        <field name="country_id" ref="base.us" />
+    </record>
+
+    <record id="account_tax_purchase_30_company_2" model="account.tax">
+        <field name="name">Demo Purchase Tax 30% (Company 2)</field>
+        <field
+            name="company_id"
+            ref="account_product_fiscal_classification.company_2"
+        />
+        <field name="type_tax_use">purchase</field>
+        <field name="amount">30</field>
+        <field name="tax_group_id" ref="demo_account_tax_group" />
+        <field name="country_id" ref="base.us" />
+    </record>
+
+    <record id="account_tax_sale_7_company_2" model="account.tax">
+        <field name="name">Demo Sale Tax 7% (Company 2)</field>
+        <field
+            name="company_id"
+            ref="account_product_fiscal_classification.company_2"
+        />
+        <field name="type_tax_use">sale</field>
+        <field name="amount">7</field>
+        <field name="tax_group_id" ref="demo_account_tax_group" />
+        <field name="country_id" ref="base.us" />
+    </record>
+
+    <record id="account_tax_sale_30_company_2" model="account.tax">
+        <field name="name">Demo Sale Tax 30% (Company 2)</field>
+        <field
+            name="company_id"
+            ref="account_product_fiscal_classification.company_2"
+        />
+        <field name="type_tax_use">sale</field>
+        <field name="amount">30</field>
+        <field name="tax_group_id" ref="demo_account_tax_group" />
+        <field name="country_id" ref="base.us" />
+    </record>
+</odoo>