[14.0][IMP] l10n_th_withholding_tax_cert, add personal income tax

l10n_th_withholding_tax_cert/__manifest__.py

@@ -13,9 +13,11 @@
         "security/account_security.xml",
         "security/ir.model.access.csv",
         "wizard/create_withholding_tax_cert.xml",
+        "wizard/create_pit_withholding_tax_cert.xml",
         "views/withholding_tax_cert.xml",
         "views/account_payment_view.xml",
         "views/account_move_view.xml",
+        "views/res_partner_view.xml",
     ],
     "installable": True,
     "development_status": "Beta",

l10n_th_withholding_tax_cert/models/__init__.py

@@ -3,3 +3,4 @@
 from . import withholding_tax_cert
 from . import account_payment
 from . import account_move
+from . import res_partner

l10n_th_withholding_tax_cert/models/account_move.py

@@ -1,7 +1,7 @@
 # Copyright 2019 Ecosoft Co., Ltd (https://ecosoft.co.th/)
 # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
 
-from odoo import _, api, fields, models
+from odoo import api, fields, models
 
 
 class AccountMove(models.Model):
@@ -29,11 +29,10 @@ def _compute_wt_cert_cancel(self):
             record.wt_cert_cancel = wt_cancel
 
     def button_wt_certs(self):
-        return {
-            "name": _("Withholding Tax Certs."),
-            "view_mode": "tree,form",
-            "res_model": "withholding.tax.cert",
-            "view_id": False,
-            "type": "ir.actions.act_window",
-            "domain": [("id", "in", self.wt_cert_ids.ids)],
-        }
+        self.ensure_one()
+        action = self.env.ref(
+            "l10n_th_withholding_tax_cert.action_withholding_tax_cert_menu"
+        )
+        result = action.sudo().read()[0]
+        result["domain"] = [("id", "in", self.wt_cert_ids.ids)]
+        return result

l10n_th_withholding_tax_cert/models/account_payment.py

@@ -1,7 +1,7 @@
 # Copyright 2019 Ecosoft Co., Ltd (https://ecosoft.co.th/)
 # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
 
-from odoo import _, api, fields, models
+from odoo import api, fields, models
 
 
 class AccountPayment(models.Model):
@@ -13,7 +13,6 @@ class AccountPayment(models.Model):
         string="Withholding Tax Cert.",
         readonly=True,
     )
-
     wt_cert_cancel = fields.Boolean(
         compute="_compute_wt_cert_cancel",
         store=True,
@@ -30,11 +29,10 @@ def _compute_wt_cert_cancel(self):
             record.wt_cert_cancel = wt_cancel
 
     def button_wt_certs(self):
-        return {
-            "name": _("Withholding Tax Certs."),
-            "view_mode": "tree,form",
-            "res_model": "withholding.tax.cert",
-            "view_id": False,
-            "type": "ir.actions.act_window",
-            "domain": [("id", "in", self.wt_cert_ids.ids)],
-        }
+        self.ensure_one()
+        action = self.env.ref(
+            "l10n_th_withholding_tax_cert.action_withholding_tax_cert_menu"
+        )
+        result = action.sudo().read()[0]
+        result["domain"] = [("id", "in", self.wt_cert_ids.ids)]
+        return result

l10n_th_withholding_tax_cert/models/res_partner.py

@@ -0,0 +1,20 @@
+# Copyright 2021 Ecosoft Co., Ltd (https://ecosoft.co.th/)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
+
+from odoo import models
+
+
+class ResPartner(models.Model):
+    _inherit = "res.partner"
+
+    def button_wt_certs(self):
+        self.ensure_one()
+        action = self.env.ref(
+            "l10n_th_withholding_tax_cert.action_withholding_tax_cert_menu"
+        )
+        result = action.sudo().read()[0]
+        certs = self.env["withholding.tax.cert"].search(
+            [("supplier_partner_id", "=", self.id)]
+        )
+        result["domain"] = [("id", "in", certs.ids)]
+        return result

l10n_th_withholding_tax_cert/models/withholding_tax_cert.py

@@ -295,6 +295,18 @@ def action_create_withholding_tax_cert(self):
             "type": "ir.actions.act_window",
         }
 
+    def action_create_pit_withholding_tax_cert(self):
+        view = "l10n_th_withholding_tax_cert.create_pit_withholding_tax_cert"
+        return {
+            "name": _("Create Withholding Tax Cert."),
+            "res_model": "create.pit.withholding.tax.cert",
+            "view_mode": "form",
+            "view_id": self.env.ref(view).id,
+            "context": self.env.context,
+            "target": "new",
+            "type": "ir.actions.act_window",
+        }
+
 
 class WithholdingTaxCertLine(models.Model):
     _name = "withholding.tax.cert.line"

l10n_th_withholding_tax_cert/readme/DESCRIPTION.rst

@@ -1,2 +1,4 @@
 This module allow user to create Withholding Tax Certificate from any payment or journal entry document
 that contain accounting entry on withholding tax.
+
+For personal income tax, user can create Withholding Tax Certificate from Partner window (normally once a year)

l10n_th_withholding_tax_cert/readme/USAGE.rst

@@ -1,4 +1,4 @@
-From supplier payment or journal entry that has already withheld tax,
+From supplier payment, journal entry or partner (for persona tax) that has already withheld tax,
 
 - Click action Create Withholding Tax Cert., this bring user to new Withholding Tax Certificate
 - Fill in required information for Withholding Tax Certificate

l10n_th_withholding_tax_cert/security/ir.model.access.csv

@@ -2,3 +2,4 @@ id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
 access_withholding_tax_cert,withholding.tax.cert,model_withholding_tax_cert,account.group_account_invoice,1,1,1,1
 access_withholding_tax_cert_line,withholding.tax.cert.line,model_withholding_tax_cert_line,account.group_account_invoice,1,1,1,1
 access_create_withholding_tax_cert,access_create_withholding_tax_cert,model_create_withholding_tax_cert,account.group_account_invoice,1,1,1,1
+access_create_pit_withholding_tax_cert,access_create_pit_withholding_tax_cert,model_create_pit_withholding_tax_cert,account.group_account_user,1,1,1,1

l10n_th_withholding_tax_cert/views/res_partner_view.xml

@@ -0,0 +1,21 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+    <record id="view_partner_form" model="ir.ui.view">
+        <field name="name">view.partner.form</field>
+        <field name="model">res.partner</field>
+        <field name="inherit_id" ref="base.view_partner_form" />
+        <field name="arch" type="xml">
+            <div name="button_box" position="inside">
+                <button
+                    class="oe_stat_button"
+                    name="button_wt_certs"
+                    string="WT Certs"
+                    type="object"
+                    groups="account.group_account_invoice"
+                    attrs="{'invisible':[('pit_move_ids','=',[])]}"
+                    icon="fa-bars"
+                />
+            </div>
+        </field>
+    </record>
+</odoo>

l10n_th_withholding_tax_cert/wizard/__init__.py

@@ -1,3 +1,4 @@
 # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
 
 from . import create_withholding_tax_cert
+from . import create_pit_withholding_tax_cert

l10n_th_withholding_tax_cert/wizard/create_pit_withholding_tax_cert.py

@@ -0,0 +1,72 @@
+# Copyright 2021 Ecosoft Co., Ltd (https://ecosoft.co.th/)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
+
+from odoo import _, fields, models
+from odoo.exceptions import UserError
+
+from ..models.withholding_tax_cert import INCOME_TAX_FORM, WHT_CERT_INCOME_TYPE
+
+
+class CreatePITWithholdingTaxCert(models.TransientModel):
+    _name = "create.pit.withholding.tax.cert"
+    _description = "Create Withholding Tax Cert Wizard From PIT"
+
+    date_from = fields.Date(required=True)
+    date_to = fields.Date(required=True)
+    income_tax_form = fields.Selection(
+        selection=INCOME_TAX_FORM,
+        string="Income Tax Form",
+        required=True,
+    )
+    date = fields.Date(default=fields.Date.today(), required=True)
+
+    def _prepare_wt_line(self, cert, partner_id):
+        CertLine = self.env["withholding.tax.cert.line"]
+        select_dict = dict(WHT_CERT_INCOME_TYPE)
+        pit_moves = partner_id.pit_move_ids.filtered(
+            lambda l: self.date_from <= l.date <= self.date_to
+            and l.payment_state == "posted"
+        )
+        if pit_moves.filtered(lambda l: not l.wt_cert_income_type):
+            raise UserError(_("Type of Income is not set on some income/tax lines"))
+        for line in pit_moves:
+            cert.wt_line += CertLine.new(
+                {
+                    "wt_cert_income_type": line.wt_cert_income_type,
+                    "wt_cert_income_desc": select_dict[line.wt_cert_income_type],
+                    "base": line.amount_income,
+                    "amount": abs(line.amount_wt),
+                }
+            )
+
+    def create_pit_wt_cert(self):
+        self.ensure_one()
+        ctx = self._context.copy()
+        model = ctx.get("active_model", False)
+        active_id = ctx.get("active_id")
+        Cert = self.env["withholding.tax.cert"]
+        cert_ids = []
+        if model != "res.partner":
+            raise UserError(
+                _("You can create pit withholding tax from partner view only.")
+            )
+        partner_id = self.env[model].browse(active_id)
+        # Create new withholding.tax.cert
+        cert = Cert.new(
+            {
+                "supplier_partner_id": partner_id.id,
+                "income_tax_form": self.income_tax_form,
+                "date": self.date,
+            }
+        )
+        self._prepare_wt_line(cert, partner_id)
+        new_cert = Cert.create(cert._convert_to_write(cert._cache))
+        cert_ids.append(new_cert.id)
+        return {
+            "name": _("Create PIT Withholding Tax Cert."),
+            "view_mode": "tree,form",
+            "res_model": "withholding.tax.cert",
+            "view_id": False,
+            "type": "ir.actions.act_window",
+            "domain": [("id", "in", cert_ids)],
+        }

l10n_th_withholding_tax_cert/wizard/create_pit_withholding_tax_cert.xml

@@ -0,0 +1,47 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+    <record id="create_pit_withholding_tax_cert" model="ir.ui.view">
+        <field name="name">Create PIT Withholding Tax Cert.</field>
+        <field name="model">create.pit.withholding.tax.cert</field>
+        <field name="arch" type="xml">
+            <form>
+                <p>
+                    Create new withholding tax cert. based on partner for withholding tax.
+                </p>
+                <group>
+                    <group>
+                        <field name="date_from" />
+                        <field name="date_to" />
+                        <field name="date" />
+                    </group>
+                    <group>
+                        <field name="income_tax_form" />
+                    </group>
+                </group>
+                <footer>
+                    <button
+                        string="Create"
+                        name="create_pit_wt_cert"
+                        type="object"
+                        default_focus="1"
+                        class="btn-primary"
+                    />
+                    <button string="Cancel" class="btn-default" special="cancel" />
+                </footer>
+            </form>
+        </field>
+    </record>
+    <record id="action_partner_create_withholding_tax_cert" model="ir.actions.server">
+        <field name="name">Create Withholding Tax Cert.</field>
+        <field
+            name="model_id"
+            ref="l10n_th_withholding_tax_cert.model_create_pit_withholding_tax_cert"
+        />
+        <field name="binding_model_id" ref="base.model_res_partner" />
+        <field name="binding_view_types">list,form</field>
+        <field name="state">code</field>
+        <field name="code">
+            action = env["withholding.tax.cert"].action_create_pit_withholding_tax_cert()
+        </field>
+    </record>
+</odoo>