[16.0][ADD] account_avatax_oca_line_grouping

account_avatax_oca_line_grouping/__init__.py

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+from . import models

account_avatax_oca_line_grouping/__manifest__.py

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+{
+    "name": "Avalara Avatax Line Grouping",
+    "version": "16.0.1.0.0",
+    "category": "Accounting",
+    "summary": "Group document lines as a single line for Avatax computation",
+    "author": "Binhex, Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/account-fiscal-rule",
+    "license": "AGPL-3",
+    "depends": [
+        "account_avatax_oca",
+        "account_avatax_sale_oca",
+    ],
+    "data": [
+        "views/avalara_salestax_view.xml",
+    ],
+    "demo": [],
+    "installable": True,
+    "application": False,
+}

account_avatax_oca_line_grouping/models/__init__.py

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+from . import res_company
+from . import avalara_salestax
+from . import account_move
+from . import account_move_line
+from . import sale_order
+from . import sale_order_line

account_avatax_oca_line_grouping/models/account_move.py

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+import logging
+
+from odoo import fields, models
+from odoo.tools import float_compare, float_round
+
+_logger = logging.getLogger(__name__)
+
+
+class AccountMove(models.Model):
+    _inherit = "account.move"
+
+    def _avatax_compute_tax(self, commit=False):  # noqa: C901
+        """Contact REST API and recompute taxes for an Invoice."""
+        self and self.ensure_one()
+        avatax_config = self.company_id.get_avatax_config_company()
+        if not avatax_config:
+            # Skip Avatax computation if no configuration is found
+            return
+
+        doc_type = self._get_avatax_doc_type(commit=commit)
+        tax_date = self.get_origin_tax_date() or self.invoice_date
+        taxable_lines = self._avatax_prepare_lines(doc_type)
+
+        tax_result = avatax_config.create_transaction(
+            self.invoice_date or fields.Date.today(),
+            self.name,
+            doc_type,
+            (
+                self.so_partner_id
+                if self.so_partner_id and avatax_config.use_so_partner_id
+                else self.partner_id
+            ),
+            self.warehouse_id.partner_id or self.company_id.partner_id,
+            self.tax_address_id or self.partner_id,
+            taxable_lines,
+            self.user_id,
+            self.exemption_code or None,
+            self.exemption_code_id.code or None,
+            commit,
+            tax_date,
+            # TODO: can we report self.invoice_doc_no?
+            self.name if self.move_type == "out_refund" else "",
+            self.location_code or "",
+            is_override=self.move_type == "out_refund",
+            currency_id=self.currency_id,
+            ignore_error=300 if commit else None,
+            log_to_record=self,
+        )
+
+        # If committing, and document exists, try unvoiding it
+        # Error number 300 = GetTaxError, Expected Saved|Posted
+        if commit and tax_result.get("number") == 300:
+            _logger.info(
+                "Document %s (%s) already exists in Avatax. "
+                "Should be a voided transaction. "
+                "Unvoiding and re-committing.",
+                self.name,
+                doc_type,
+            )
+            avatax_config.unvoid_transaction(self.name, doc_type)
+            avatax_config.commit_transaction(self.name, doc_type)
+            return tax_result
+
+        if self.state == "draft":
+            Tax = self.env["account.tax"]
+            tax_result_lines = {int(x["lineNumber"]): x for x in tax_result["lines"]}
+            taxes_to_set = {}
+
+            if avatax_config.avatax_group_lines and len(tax_result_lines) == 1:
+                single_result_line = list(tax_result_lines.values())[0]
+
+                total_tax = (
+                    single_result_line.get("taxCalculated")
+                    or single_result_line.get("tax")
+                    or 0.0
+                )
+
+                inv_lines = self.invoice_line_ids.filtered(lambda l: not l.display_type)
+                if inv_lines and total_tax:
+
+                    def _line_base(line):
+                        amount = line._get_avatax_amount()
+                        if line.quantity < 0:
+                            amount = -amount
+                        return amount
+
+                    total_base = sum(_line_base(line) for line in inv_lines)
+
+                    if total_base:
+                        tax_calculation = 0.0
+                        if single_result_line.get("taxableAmount"):
+                            tax_calculation = (
+                                single_result_line["taxCalculated"]
+                                / single_result_line["taxableAmount"]
+                            )
+                        rate = round(tax_calculation * 100, 4)
+                        tax = Tax.get_avalara_tax(rate, doc_type)
+
+                        remaining_tax = total_tax
+                        currency = self.currency_id
+                        line_count = len(inv_lines)
+
+                        for idx, line in enumerate(inv_lines, start=1):
+                            base = _line_base(line)
+
+                            if idx == line_count:
+                                line_tax = remaining_tax
+                            else:
+                                share = base / total_base if total_base else 0.0
+                                line_tax = float_round(
+                                    total_tax * share,
+                                    precision_rounding=currency.rounding,
+                                )
+                                remaining_tax -= line_tax
+
+                            tax_line, line_obj = self.update_tax_details(
+                                tax, line, single_result_line
+                            )
+
+                            if tax_line:
+                                base_taxes = line.tax_ids.filtered(
+                                    lambda x: not x.is_avatax
+                                )
+                                if avatax_config.override_line_taxes:
+                                    taxes_to_set[line.id] = tax_line
+                                else:
+                                    taxes_to_set[line.id] = base_taxes | tax_line
+
+                            line.avatax_amt_line = line_tax
+            else:
+                for line in self.invoice_line_ids:
+                    tax_result_line = tax_result_lines.get(line.id)
+                    if tax_result_line:
+                        tax_calculation = 0.0
+                        if tax_result_line["taxableAmount"]:
+                            tax_calculation = (
+                                tax_result_line["taxCalculated"]
+                                / tax_result_line["taxableAmount"]
+                            )
+                        rate = round(tax_calculation * 100, 4)
+                        tax = Tax.get_avalara_tax(rate, doc_type)
+                        tax, line = self.update_tax_details(tax, line, tax_result_line)
+                        if tax and tax not in line.tax_ids:
+                            line_taxes = line.tax_ids.filtered(
+                                lambda x: not x.is_avatax
+                            )
+                            taxes_to_set[line.id] = line_taxes | tax
+                        line.avatax_amt_line = tax_result_line["tax"]
+
+            self.with_context(check_move_validity=False).avatax_amount = tax_result[
+                "totalTax"
+            ]
+            container = {"records": self}
+
+            with self.with_context(
+                avatax_invoice=self, check_move_validity=False
+            )._sync_dynamic_lines(container), self.line_ids.mapped(
+                "move_id"
+            )._check_balanced(
+                container
+            ):
+                for line_id in taxes_to_set.keys():
+                    line = self.invoice_line_ids.filtered(lambda x: x.id == line_id)
+                    line.write({"tax_ids": [(6, 0, [])]})
+                    line.with_context(
+                        avatax_invoice=self, check_move_validity=False
+                    ).write({"tax_ids": taxes_to_set.get(line_id).ids})
+
+            self._compute_amount()
+
+            if float_compare(
+                self.amount_untaxed + max(self.amount_tax, abs(self.avatax_amount)),
+                self.amount_residual,
+                precision_rounding=self.currency_id.rounding or 0.001,
+            ):
+                taxes_data = {
+                    iline.id: iline.tax_ids for iline in self.invoice_line_ids
+                }
+                self.invoice_line_ids.write({"tax_ids": [(6, 0, [])]})
+                for line in self.invoice_line_ids:
+                    line.write({"tax_ids": taxes_data[line.id].ids})
+
+        return tax_result

account_avatax_oca_line_grouping/models/account_move_line.py

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+from odoo import models
+
+
+class AccountMoveLine(models.Model):
+    _inherit = "account.move.line"
+
+    def _avatax_prepare_line(self, sign=1, doc_type=None):
+        """
+        Prepare invoice line data for Avatax.
+
+        When company.avatax_group_lines is enabled, only the first invoice line
+        of the move will produce a dict, aggregating the amounts of all lines.
+        All other lines will return {} so they are ignored in the Avatax payload.
+        """
+        move = self.move_id
+        company = move.company_id
+
+        if company and getattr(company, "avatax_group_lines", False):
+            first_line = move.invoice_line_ids[:1]
+            if not first_line or self != first_line[0]:
+                return {}
+
+            total_amount = 0.0
+            for line in move.invoice_line_ids:
+                amount = sign * line._get_avatax_amount()
+                if hasattr(line, "quantity") and line.quantity < 0:
+                    amount = -amount
+                total_amount += amount
+
+            line = first_line[0]
+            product = line.product_id
+
+            item_code = None
+            tax_code = None
+            upc_enable = False
+            avatax_config = None
+
+            if hasattr(company, "get_avatax_config_company"):
+                avatax_config = company.get_avatax_config_company()
+                if avatax_config:
+                    upc_enable = bool(getattr(avatax_config, "upc_enable", False))
+
+            if product:
+                if product.barcode and upc_enable:
+                    item_code = "UPC:%s" % product.barcode
+                else:
+                    item_code = product.default_code or "ID:%d" % product.id
+                tax_code = product.applicable_tax_code_id.name
+
+            if not item_code:
+                item_code = "DOC:%s" % (move.name or move.ref or move.id)
+            description = line.name or move.name or "Combined Items"
+
+            return {
+                "qty": 1,
+                "itemcode": item_code,
+                "description": description,
+                "amount": total_amount,
+                "tax_code": tax_code,
+                "id": line,
+                "account_id": line.account_id.id,
+                "tax_id": line.tax_ids,
+            }
+
+        return super()._avatax_prepare_line(sign=sign, doc_type=doc_type)

account_avatax_oca_line_grouping/models/avalara_salestax.py

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+from odoo import fields, models
+
+
+class AvalaraSalestax(models.Model):
+    _inherit = "avalara.salestax"
+
+    avatax_group_lines = fields.Boolean(
+        string="Group document lines for Avatax",
+        related="company_id.avatax_group_lines",
+        readonly=False,
+        help=(
+            "If enabled on the company, Avatax will receive a single aggregated "
+            "line per document instead of one line per order/invoice line."
+        ),
+    )

account_avatax_oca_line_grouping/models/res_company.py

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+from odoo import fields, models
+
+
+class ResCompany(models.Model):
+    _inherit = "res.company"
+
+    avatax_group_lines = fields.Boolean(
+        string="Group document lines for Avatax",
+        help=(
+            "If enabled, all lines of a Sales Order or Invoice will be sent to "
+            "Avatax as a single aggregated line for tax computation."
+        ),
+        default=False,
+    )