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Merge pull request #25858 from alyf-de/item-tax-templates

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feat: Item Tax Templates for Germany
This commit is contained in:
Deepesh Garg 2021-06-09 12:50:27 +05:30 committed by GitHub
commit 9a282aa593
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GPG Key ID: 4AEE18F83AFDEB23
2 changed files with 447 additions and 79 deletions
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496
erpnext/setup/setup_wizard/data/country_wise_tax.json
View File

@ -481,37 +481,42 @@
}, },
"Germany": { "Germany": {
"tax_categories": [
"Umsatzsteuer",
"Vorsteuer"
],
"chart_of_accounts": { "chart_of_accounts": {
"SKR04 mit Kontonummern": { "SKR04 mit Kontonummern": {
"sales_tax_templates": [ "sales_tax_templates": [
{ {
"title": "Umsatzsteuer 19%", "title": "Umsatzsteuer",
"tax_category": "Umsatzsteuer",
"is_default": 1,
"taxes": [ "taxes": [
{ {
"account_head": { "account_head": {
"account_name": "Umsatzsteuer 19%", "account_name": "Umsatzsteuer 19%",
"account_number": "3806", "account_number": "3806",
"tax_rate": 19.00 "tax_rate": 19.00
} },
} "rate": 0.00
] },
},
{
"title": "Umsatzsteuer 7%",
"taxes": [
{ {
"account_head": { "account_head": {
"account_name": "Umsatzsteuer 7%", "account_name": "Umsatzsteuer 7%",
"account_number": "3801", "account_number": "3801",
"tax_rate": 7.00 "tax_rate": 7.00
} },
"rate": 0.00
} }
] ]
} }
], ],
"purchase_tax_templates": [ "purchase_tax_templates": [
{ {
"title": "Abziehbare Vorsteuer 19%", "title": "Vorsteuer",
"tax_category": "Vorsteuer",
"is_default": 1,
"taxes": [ "taxes": [
{ {
"account_head": { "account_head": {
@ -519,20 +524,17 @@
"account_number": "1406", "account_number": "1406",
"root_type": "Asset", "root_type": "Asset",
"tax_rate": 19.00 "tax_rate": 19.00
} },
} "rate": 0.00
] },
},
{
"title": "Abziehbare Vorsteuer 7%",
"taxes": [
{ {
"account_head": { "account_head": {
"account_name": "Abziehbare Vorsteuer 7%", "account_name": "Abziehbare Vorsteuer 7%",
"account_number": "1401", "account_number": "1401",
"root_type": "Asset", "root_type": "Asset",
"tax_rate": 7.00 "tax_rate": 7.00
} },
"rate": 0.00
} }
] ]
}, },
@ -559,38 +561,129 @@
} }
] ]
} }
] ],
}, "item_tax_templates": [
"SKR03 mit Kontonummern": {
"sales_tax_templates": [
{ {
"title": "Umsatzsteuer 19%", "title": "Umsatzsteuer 19%",
"taxes": [ "taxes": [
{ {
"account_head": { "tax_type": {
"account_name": "Umsatzsteuer 19%", "account_name": "Umsatzsteuer 19%",
"account_number": "1776", "account_number": "3806",
"tax_rate": 19.00 "tax_rate": 19.00
} },
"tax_rate": 19.00
},
{
"tax_type": {
"account_name": "Umsatzsteuer 7%",
"account_number": "3801",
"tax_rate": 7.00
},
"tax_rate": 0.00
} }
] ]
}, },
{ {
"title": "Umsatzsteuer 7%", "title": "Umsatzsteuer 7%",
"taxes": [ "taxes": [
{
"tax_type": {
"account_name": "Umsatzsteuer 19%",
"account_number": "3806",
"tax_rate": 19.00
},
"tax_rate": 0.00
},
{
"tax_type": {
"account_name": "Umsatzsteuer 7%",
"account_number": "3801",
"tax_rate": 7.00
},
"tax_rate": 7.00
}
]
},
{
"title": "Vorsteuer 19%",
"taxes": [
{
"tax_type": {
"account_name": "Abziehbare Vorsteuer 19%",
"account_number": "1406",
"root_type": "Asset",
"tax_rate": 19.00
},
"tax_rate": 19.00
},
{
"tax_type": {
"account_name": "Abziehbare Vorsteuer 7%",
"account_number": "1401",
"root_type": "Asset",
"tax_rate": 7.00
},
"tax_rate": 0.00
}
]
},
{
"title": "Vorsteuer 7%",
"taxes": [
{
"tax_type": {
"account_name": "Abziehbare Vorsteuer 19%",
"account_number": "1406",
"root_type": "Asset",
"tax_rate": 19.00
},
"tax_rate": 0.00
},
{
"tax_type": {
"account_name": "Abziehbare Vorsteuer 7%",
"account_number": "1401",
"root_type": "Asset",
"tax_rate": 7.00
},
"tax_rate": 7.00
}
]
}
]
},
"SKR03 mit Kontonummern": {
"sales_tax_templates": [
{
"title": "Umsatzsteuer",
"tax_category": "Umsatzsteuer",
"is_default": 1,
"taxes": [
{
"account_head": {
"account_name": "Umsatzsteuer 19%",
"account_number": "1776",
"tax_rate": 19.00
},
"rate": 0.00
},
{ {
"account_head": { "account_head": {
"account_name": "Umsatzsteuer 7%", "account_name": "Umsatzsteuer 7%",
"account_number": "1771", "account_number": "1771",
"tax_rate": 7.00 "tax_rate": 7.00
} },
"rate": 0.00
} }
] ]
} }
], ],
"purchase_tax_templates": [ "purchase_tax_templates": [
{ {
"title": "Abziehbare Vorsteuer 19%", "title": "Vorsteuer",
"tax_category": "Vorsteuer",
"is_default": 1,
"taxes": [ "taxes": [
{ {
"account_head": { "account_head": {
@ -598,20 +691,107 @@
"account_number": "1576", "account_number": "1576",
"root_type": "Asset", "root_type": "Asset",
"tax_rate": 19.00 "tax_rate": 19.00
} },
} "rate": 0.00
] },
},
{
"title": "Abziehbare Vorsteuer 7%",
"taxes": [
{ {
"account_head": { "account_head": {
"account_name": "Abziehbare Vorsteuer 7%", "account_name": "Abziehbare Vorsteuer 7%",
"account_number": "1571", "account_number": "1571",
"root_type": "Asset", "root_type": "Asset",
"tax_rate": 7.00 "tax_rate": 7.00
} },
"rate": 0.00
}
]
}
],
"item_tax_templates": [
{
"title": "Umsatzsteuer 19%",
"taxes": [
{
"tax_type": {
"account_name": "Umsatzsteuer 19%",
"account_number": "1776",
"tax_rate": 19.00
},
"tax_rate": 19.00
},
{
"tax_type": {
"account_name": "Umsatzsteuer 7%",
"account_number": "1771",
"tax_rate": 7.00
},
"tax_rate": 0.00
}
]
},
{
"title": "Umsatzsteuer 7%",
"taxes": [
{
"tax_type": {
"account_name": "Umsatzsteuer 19%",
"account_number": "1776",
"tax_rate": 19.00
},
"tax_rate": 0.00
},
{
"tax_type": {
"account_name": "Umsatzsteuer 7%",
"account_number": "1771",
"tax_rate": 7.00
},
"tax_rate": 7.00
}
]
},
{
"title": "Vorsteuer 19%",
"taxes": [
{
"tax_type": {
"account_name": "Abziehbare Vorsteuer 19%",
"account_number": "1576",
"root_type": "Asset",
"tax_rate": 19.00
},
"tax_rate": 19.00
},
{
"tax_type": {
"account_name": "Abziehbare Vorsteuer 7%",
"account_number": "1571",
"root_type": "Asset",
"tax_rate": 7.00
},
"tax_rate": 0.00
}
]
},
{
"title": "Vorsteuer 7%",
"taxes": [
{
"tax_type": {
"account_name": "Abziehbare Vorsteuer 19%",
"account_number": "1576",
"root_type": "Asset",
"tax_rate": 19.00
},
"tax_rate": 0.00
},
{
"tax_type": {
"account_name": "Abziehbare Vorsteuer 7%",
"account_number": "1571",
"root_type": "Asset",
"tax_rate": 7.00
},
"tax_rate": 7.00
} }
] ]
} }
@ -620,33 +800,34 @@
"Standard with Numbers": { "Standard with Numbers": {
"sales_tax_templates": [ "sales_tax_templates": [
{ {
"title": "Umsatzsteuer 19%", "title": "Umsatzsteuer",
"tax_category": "Umsatzsteuer",
"is_default": 1,
"taxes": [ "taxes": [
{ {
"account_head": { "account_head": {
"account_name": "Umsatzsteuer 19%", "account_name": "Umsatzsteuer 19%",
"account_number": "2301", "account_number": "2301",
"tax_rate": 19.00 "tax_rate": 19.00
} },
} "rate": 0.00
] },
},
{
"title": "Umsatzsteuer 7%",
"taxes": [
{ {
"account_head": { "account_head": {
"account_name": "Umsatzsteuer 7%", "account_name": "Umsatzsteuer 7%",
"account_number": "2302", "account_number": "2302",
"tax_rate": 7.00 "tax_rate": 7.00
} },
"rate": 0.00
} }
] ]
} }
], ],
"purchase_tax_templates": [ "purchase_tax_templates": [
{ {
"title": "Abziehbare Vorsteuer 19%", "title": "Vorsteuer",
"tax_category": "Vorsteuer",
"is_default": 1,
"taxes": [ "taxes": [
{ {
"account_head": { "account_head": {
@ -654,20 +835,107 @@
"account_number": "1501", "account_number": "1501",
"root_type": "Asset", "root_type": "Asset",
"tax_rate": 19.00 "tax_rate": 19.00
} },
} "rate": 0.00
] },
},
{
"title": "Abziehbare Vorsteuer 7%",
"taxes": [
{ {
"account_head": { "account_head": {
"account_name": "Abziehbare Vorsteuer 7%", "account_name": "Abziehbare Vorsteuer 7%",
"account_number": "1502", "account_number": "1502",
"root_type": "Asset", "root_type": "Asset",
"tax_rate": 7.00 "tax_rate": 7.00
} },
"rate": 0.00
}
]
}
],
"item_tax_templates": [
{
"title": "Umsatzsteuer 19%",
"taxes": [
{
"tax_type": {
"account_name": "Umsatzsteuer 19%",
"account_number": "2301",
"tax_rate": 19.00
},
"tax_rate": 19.00
},
{
"tax_type": {
"account_name": "Umsatzsteuer 7%",
"account_number": "2302",
"tax_rate": 7.00
},
"tax_rate": 0.00
}
]
},
{
"title": "Umsatzsteuer 7%",
"taxes": [
{
"tax_type": {
"account_name": "Umsatzsteuer 19%",
"account_number": "2301",
"tax_rate": 19.00
},
"tax_rate": 0.00
},
{
"tax_type": {
"account_name": "Umsatzsteuer 7%",
"account_number": "2302",
"tax_rate": 7.00
},
"tax_rate": 7.00
}
]
},
{
"title": "Vorsteuer 19%",
"taxes": [
{
"tax_type": {
"account_name": "Abziehbare Vorsteuer 19%",
"account_number": "1501",
"root_type": "Asset",
"tax_rate": 19.00
},
"tax_rate": 19.00
},
{
"tax_type": {
"account_name": "Abziehbare Vorsteuer 7%",
"account_number": "1502",
"root_type": "Asset",
"tax_rate": 7.00
},
"tax_rate": 0.00
}
]
},
{
"title": "Vorsteuer 7%",
"taxes": [
{
"tax_type": {
"account_name": "Abziehbare Vorsteuer 19%",
"account_number": "1501",
"root_type": "Asset",
"tax_rate": 19.00
},
"tax_rate": 0.00
},
{
"tax_type": {
"account_name": "Abziehbare Vorsteuer 7%",
"account_number": "1502",
"root_type": "Asset",
"tax_rate": 7.00
},
"tax_rate": 7.00
} }
] ]
} }
@ -676,13 +944,69 @@
"*": { "*": {
"sales_tax_templates": [ "sales_tax_templates": [
{ {
"title": "Umsatzsteuer 19%", "title": "Umsatzsteuer",
"tax_category": "Umsatzsteuer",
"is_default": 1,
"taxes": [ "taxes": [
{ {
"account_head": { "account_head": {
"account_name": "Umsatzsteuer 19%", "account_name": "Umsatzsteuer 19%",
"tax_rate": 19.00 "tax_rate": 19.00
} },
"rate": 0.00
},
{
"account_head": {
"account_name": "Umsatzsteuer 7%",
"tax_rate": 7.00
},
"rate": 0.00
}
]
}
],
"purchase_tax_templates": [
{
"title": "Vorsteuer 19%",
"tax_category": "Vorsteuer",
"is_default": 1,
"taxes": [
{
"account_head": {
"account_name": "Abziehbare Vorsteuer 19%",
"tax_rate": 19.00,
"root_type": "Asset"
},
"rate": 0.00
},
{
"account_head": {
"account_name": "Abziehbare Vorsteuer 7%",
"root_type": "Asset",
"tax_rate": 7.00
},
"rate": 0.00
}
]
}
],
"item_tax_templates": [
{
"title": "Umsatzsteuer 19%",
"taxes": [
{
"tax_type": {
"account_name": "Umsatzsteuer 19%",
"tax_rate": 19.00
},
"tax_rate": 19.00
},
{
"tax_type": {
"account_name": "Umsatzsteuer 7%",
"tax_rate": 7.00
},
"tax_rate": 0.00
} }
] ]
}, },
@ -690,36 +1014,60 @@
"title": "Umsatzsteuer 7%", "title": "Umsatzsteuer 7%",
"taxes": [ "taxes": [
{ {
"account_head": { "tax_type": {
"account_name": "Umsatzsteuer 19%",
"tax_rate": 19.00
},
"tax_rate": 0.00
},
{
"tax_type": {
"account_name": "Umsatzsteuer 7%", "account_name": "Umsatzsteuer 7%",
"tax_rate": 7.00 "tax_rate": 7.00
} },
} "tax_rate": 7.00
]
}
],
"purchase_tax_templates": [
{
"title": "Abziehbare Vorsteuer 19%",
"taxes": [
{
"account_head": {
"account_name": "Abziehbare Vorsteuer 19%",
"tax_rate": 19.00,
"root_type": "Asset"
}
} }
] ]
}, },
{ {
"title": "Abziehbare Vorsteuer 7%", "title": "Vorsteuer 19%",
"taxes": [ "taxes": [
{ {
"account_head": { "tax_type": {
"account_name": "Abziehbare Vorsteuer 19%",
"root_type": "Asset",
"tax_rate": 19.00
},
"tax_rate": 19.00
},
{
"tax_type": {
"account_name": "Abziehbare Vorsteuer 7%", "account_name": "Abziehbare Vorsteuer 7%",
"root_type": "Asset", "root_type": "Asset",
"tax_rate": 7.00 "tax_rate": 7.00
} },
"tax_rate": 0.00
}
]
},
{
"title": "Vorsteuer 7%",
"taxes": [
{
"tax_type": {
"account_name": "Abziehbare Vorsteuer 19%",
"root_type": "Asset",
"tax_rate": 19.00
},
"tax_rate": 0.00
},
{
"tax_type": {
"account_name": "Abziehbare Vorsteuer 7%",
"root_type": "Asset",
"tax_rate": 7.00
},
"tax_rate": 7.00
} }
] ]
} }

30
erpnext/setup/setup_wizard/operations/taxes_setup.py
View File

@ -11,6 +11,9 @@ from frappe import _
def setup_taxes_and_charges(company_name: str, country: str): def setup_taxes_and_charges(company_name: str, country: str):
if not frappe.db.exists('Company', company_name):
frappe.throw(_('Company {} does not exist yet. Taxes setup aborted.').format(company_name))
file_path = os.path.join(os.path.dirname(__file__), '..', 'data', 'country_wise_tax.json') file_path = os.path.join(os.path.dirname(__file__), '..', 'data', 'country_wise_tax.json')
with open(file_path, 'r') as json_file: with open(file_path, 'r') as json_file:
tax_data = json.load(json_file) tax_data = json.load(json_file)
@ -23,7 +26,7 @@ def setup_taxes_and_charges(company_name: str, country: str):
if 'chart_of_accounts' not in country_wise_tax: if 'chart_of_accounts' not in country_wise_tax:
country_wise_tax = simple_to_detailed(country_wise_tax) country_wise_tax = simple_to_detailed(country_wise_tax)
from_detailed_data(company_name, country_wise_tax.get('chart_of_accounts')) from_detailed_data(company_name, country_wise_tax)
def simple_to_detailed(templates): def simple_to_detailed(templates):
@ -74,10 +77,16 @@ def simple_to_detailed(templates):
def from_detailed_data(company_name, data): def from_detailed_data(company_name, data):
"""Create Taxes and Charges Templates from detailed data.""" """Create Taxes and Charges Templates from detailed data."""
coa_name = frappe.db.get_value('Company', company_name, 'chart_of_accounts') coa_name = frappe.db.get_value('Company', company_name, 'chart_of_accounts')
tax_templates = data.get(coa_name) or data.get('*') coa_data = data.get('chart_of_accounts', {})
sales_tax_templates = tax_templates.get('sales_tax_templates') or tax_templates.get('*') tax_templates = coa_data.get(coa_name) or coa_data.get('*', {})
purchase_tax_templates = tax_templates.get('purchase_tax_templates') or tax_templates.get('*') tax_categories = data.get('tax_categories')
item_tax_templates = tax_templates.get('item_tax_templates') or tax_templates.get('*') sales_tax_templates = tax_templates.get('sales_tax_templates') or tax_templates.get('*', {})
purchase_tax_templates = tax_templates.get('purchase_tax_templates') or tax_templates.get('*', {})
item_tax_templates = tax_templates.get('item_tax_templates') or tax_templates.get('*', {})
if tax_categories:
for tax_category in tax_categories:
make_tax_catgory(tax_category)
if sales_tax_templates: if sales_tax_templates:
for template in sales_tax_templates: for template in sales_tax_templates:
@ -233,3 +242,14 @@ def get_or_create_tax_group(company_name, root_type):
tax_group_name = tax_group_account.name tax_group_name = tax_group_account.name
return tax_group_name return tax_group_name
def make_tax_catgory(tax_category):
doctype = 'Tax Category'
if isinstance(tax_category, str):
tax_category = {'title': tax_category}
tax_category['doctype'] = doctype
if not frappe.db.exists(doctype, tax_category['title']):
doc = frappe.get_doc(tax_category)
doc.insert(ignore_permissions=True)