[MIG] Migrate to v14

account_avatax/README.rst

@@ -25,21 +25,6 @@ Avalara Avatax Connector
 
 |badge1| |badge2| |badge3| |badge4| |badge5| 
 
-.. |avataxbadge1| image:: https://raw.githubusercontent.com/OCA/account-fiscal-rule/13.0/account_avatax/static/description/SalesTax.png
-    :target: https://developer.avalara.com/certification/avatax/sales-tax-badge/
-    :alt: Sales Tax Certification
-    :width: 250
-.. |avataxbadge2| image:: https://raw.githubusercontent.com/OCA/account-fiscal-rule/13.0/account_avatax/static/description/Refunds.png
-    :target: https://developer.avalara.com/certification/avatax/refunds-credit-memos-badge/
-    :alt: Refunds Certification
-    :width: 250
-.. |avataxbadge3| image:: https://raw.githubusercontent.com/OCA/account-fiscal-rule/13.0/account_avatax/static/description/AddressValidation.png
-    :target: https://developer.avalara.com/certification/avatax/address-validation-badge/
-    :alt: Address Validation Certification
-    :width: 250
-
-|avataxbadge1| |avataxbadge2| |avataxbadge3|
-
 Odoo provides integration with AvaTax, a tax solution software by Avalara
 which includes sales tax calculation for all US states and territories
 and all Canadian provinces and territories (including GST, PST, and HST).
@@ -368,7 +353,9 @@ Credits
 Authors
 ~~~~~~~
 
+* Open Source Integrators
 * Fabrice Henrion
+* Odoo SA
 
 Contributors
 ~~~~~~~~~~~~

account_avatax/__manifest__.py

@@ -1,7 +1,8 @@
 {
     "name": "Avalara Avatax Connector",
     "version": "14.0.1.0.0",
-    "author": "Fabrice Henrion, Odoo Community Association (OCA)",
+    "author": "Open Source Integrators, Fabrice Henrion,"
+    "Sodexis, Odoo Community Association (OCA)",
     "summary": "Automatic Tax application using the Avalara Avatax Service",
     "license": "AGPL-3",
     "category": "Accounting",
@@ -26,6 +27,6 @@
     "installable": True,
     "application": True,
     "external_dependencies": {"python": ["Avalara"]},
-    "development_status": "Beta",
+    "development_status": "Alpha",
     "maintainers": ["dreispt"],
 }

account_avatax/models/account_move.py

@@ -63,6 +63,7 @@ def onchange_warehouse_id(self):
     )
     warehouse_id = fields.Many2one("stock.warehouse", "Warehouse")
     avatax_amount = fields.Float(string="AvaTax", copy=False)
+    calculate_tax_on_save = fields.Boolean()
 
     @api.depends(
         "line_ids.debit",
@@ -80,7 +81,7 @@ def _compute_amount(self):
             if inv.avatax_amount:
                 inv.amount_tax = abs(inv.avatax_amount)
                 inv.amount_total = inv.amount_untaxed + inv.amount_tax
-                sign = inv.type in ["in_refund", "out_refund"] and -1 or 1
+                sign = inv.move_type in ["in_refund", "out_refund"] and -1 or 1
                 inv.amount_total_signed = inv.amount_total * sign
 
     @api.depends("tax_on_shipping_address", "partner_id", "partner_shipping_id")
@@ -114,7 +115,7 @@ def get_origin_tax_date(self):
     # Same as v12
     def _get_avatax_doc_type(self, commit=True):
         self.ensure_one()
-        if "refund" in self.type:
+        if "refund" in self.move_type:
             doc_type = "ReturnInvoice" if commit else "ReturnOrder"
         else:
             doc_type = "SalesInvoice" if commit else "SalesOrder"
@@ -126,7 +127,7 @@ def _avatax_prepare_lines(self, doc_type=None):
         Prepare the lines to use for Avatax computation.
         Returns a list of dicts
         """
-        sign = 1 if self.type.startswith("out") else -1
+        sign = 1 if self.move_type.startswith("out") else -1
         lines = [
             line._avatax_prepare_line(sign, doc_type)
             for line in self.invoice_line_ids
@@ -159,9 +160,9 @@ def _avatax_compute_tax(self, commit=False):
             commit,
             tax_date,
             # TODO: can we report self.invoice_doc_no?
-            self.name if self.type == "out_refund" else "",
+            self.name if self.move_type == "out_refund" else "",
             self.location_code or "",
-            is_override=self.type == "out_refund",
+            is_override=self.move_type == "out_refund",
             currency_id=self.currency_id,
             ignore_error=300 if commit else None,
         )
@@ -208,7 +209,6 @@ def _avatax_compute_tax(self, commit=False):
 
         return tax_result
 
-    # Same as v12
     def avatax_compute_taxes(self, commit=False):
         """
         Called from Invoice's Action menu.
@@ -229,8 +229,7 @@ def avatax_commit_taxes(self):
                 avatax_config.commit_transaction(invoice.name, doc_type)
         return True
 
-    # action_invoice_open in v12
-    def post(self):
+    def action_post(self):
         avatax_config = self.company_id.get_avatax_config_company()
         if avatax_config and avatax_config.force_address_validation:
             for addr in [self.partner_id, self.partner_shipping_id]:
@@ -243,11 +242,11 @@ def post(self):
         # However, we can't save the invoice because it wasn't assigned a
         # number yet
         self.avatax_compute_taxes(commit=False)
-        super().post()
+        res = super().action_post()
         # We can only commit to Avatax after validating the invoice
         # because we need the generated Invoice number
         self.avatax_compute_taxes(commit=True)
-        return True
+        return res
 
     # prepare_return in v12
     def _reverse_move_vals(self, default_values, cancel=True):
@@ -277,7 +276,7 @@ def button_draft(self):
         """
         for invoice in self:
             if (
-                invoice.type in ["out_invoice", "out_refund"]
+                invoice.move_type in ["out_invoice", "out_refund"]
                 and self.fiscal_position_id.is_avatax
                 and invoice.state == "posted"
             ):
@@ -286,6 +285,50 @@ def button_draft(self):
                 avatax.void_transaction(invoice.name, doc_type)
         return super(AccountMove, self).button_draft()
 
+    @api.onchange(
+        "invoice_line_ids",
+        "warehouse_id",
+        "tax_address_id",
+        "tax_on_shipping_address",
+    )
+    def onchange_avatax_calculation(self):
+        avatax_config = self.env["avalara.salestax"].sudo().search([], limit=1)
+        self.calculate_tax_on_save = False
+        if avatax_config.invoice_calculate_tax:
+            if (
+                self._origin.warehouse_id != self.warehouse_id
+                or self._origin.tax_address_id.street != self.tax_address_id.street
+                or self._origin.tax_on_shipping_address != self.tax_on_shipping_address
+            ):
+                self.calculate_tax_on_save = True
+                return
+            for line in self.invoice_line_ids:
+                if (
+                    line._origin.price_unit != line.price_unit
+                    or line._origin.discount != line.discount
+                    or line._origin.quantity != line.quantity
+                ):
+                    self.calculate_tax_on_save = True
+                    break
+
+    def write(self, vals):
+        result = super(AccountMove, self).write(vals)
+        avatax_config = self.env["avalara.salestax"].sudo().search([], limit=1)
+        for record in self:
+            if (
+                avatax_config.invoice_calculate_tax
+                and record.calculate_tax_on_save
+                and record.state == "draft"
+                and not self._context.get("skip_second_write", False)
+            ):
+                record.with_context(skip_second_write=True).write(
+                    {
+                        "calculate_tax_on_save": False,
+                    }
+                )
+                self.avatax_compute_taxes()
+        return result
+
 
 class AccountMoveLine(models.Model):
     _inherit = "account.move.line"

account_avatax/models/avalara_salestax.py

@@ -136,6 +136,12 @@ def _get_avatax_supported_countries(self):
         help="Allows ean13 to be reported in place of Item Reference"
         " as upc identifier.",
     )
+    invoice_calculate_tax = fields.Boolean(
+        "Auto Calculate Tax on Invoice Save",
+        help="Automatically triggers API to calculate tax If changes made on"
+        "Invoice's warehouse_id, tax_on_shipping_address, "
+        "Invoice line's price_unit, discount, quantity",
+    )
     # TODO: add option to Display Prices with Tax Included
 
     # constraints on uniq records creation with account_number and company_id
@@ -165,6 +171,7 @@ def get_avatax_rest_service(self):
             self.service_url,
             self.request_timeout,
             self.logging,
+            config=self,
         )
 
     def create_transaction(
@@ -279,6 +286,7 @@ def create_transaction(
 
     def commit_transaction(self, doc_code, doc_type):
         self.ensure_one()
+        result = False
         if not self.disable_tax_reporting:
             avatax = self.get_avatax_rest_service()
             result = avatax.call(
@@ -288,6 +296,7 @@ def commit_transaction(self, doc_code, doc_type):
 
     def void_transaction(self, doc_code, doc_type):
         self.ensure_one()
+        result = False
         if not self.disable_tax_reporting:
             avatax = self.get_avatax_rest_service()
             result = avatax.call(
@@ -297,6 +306,7 @@ def void_transaction(self, doc_code, doc_type):
 
     def unvoid_transaction(self, doc_code, doc_type):
         self.ensure_one()
+        result = False
         if not self.disable_tax_reporting:
             avatax = self.get_avatax_rest_service()
             result = avatax.call("unvoid_transaction", self.company_code, doc_code)

account_avatax/models/avatax_rest_api.py

@@ -77,7 +77,7 @@ def get_result(self, response, ignore_error=None):
                     if w_message.get("refersTo", "").startswith("Address"):
                         raise UserError(
                             _(
-                                "AvaTax: Warning vaTax could not validate the"
+                                "AvaTax: Warning AvaTax could not validate the"
                                 " address:\n%s\n\n"
                                 "You can save the address and AvaTax will make an"
                                 " attempt to "

account_avatax/models/partner.py

@@ -18,36 +18,6 @@ class ResPartner(models.Model):
 
     _inherit = "res.partner"
 
-    @api.model
-    def _migrate_exemption_data(self):
-        """
-        Migrate values from old exemption fields
-        into the new per company property fields
-        """
-        companies = self.env["res.company"].search([])
-        for company in companies:
-            Partner = self.env["res.partner"].with_context(force_company=company.id)
-            pending_exempt_partners = Partner.search(
-                [
-                    ("exemption_code_id", "!=", False),
-                    ("property_exemption_code_id", "=", False),
-                ]
-            )
-            if pending_exempt_partners:
-                _LOGGER.info(
-                    "Migrating exemption data on %d partners for company %s",
-                    len(pending_exempt_partners),
-                    company.display_name,
-                )
-            for partner in pending_exempt_partners:
-                partner.write(
-                    {
-                        "property_tax_exempt": partner.tax_exempt,
-                        "property_exemption_code_id": partner.exemption_code_id.id,
-                        "property_exemption_number": partner.exemption_number,
-                    }
-                )
-
     date_validation = fields.Date(
         "Last Validation Date",
         readonly=True,
@@ -66,7 +36,7 @@ def _migrate_exemption_data(self):
         help="Indicates if the address is already validated on save"
         " before calling the wizard",
     )
-    customer_code = fields.Char("Customer Code")
+    customer_code = fields.Char("Customer Code", copy=False)
     tax_exempt = fields.Boolean(
         "Is Tax Exempt (Deprecated))",
         deprecated=True,

account_avatax/readme/CREDITS.rst

@@ -1,10 +1,18 @@
-This module was originally developed by Frabrice Henrion at Odoo SA.
+This module was originally developed by Frabrice Henrion at Odoo SA,
+and maintained up to version 11.
 
-Upon release od Odoo 12, Fabrice and Odoo SA stopped supporting the module,
-and invited Odoo partners to maintain it.
+For version 12, Fabrice invited partners to migrate this modules to
+later version, and maintain it.
 
-Open Source Integrators decided to contribute the module to the OCA,
-on the Odoo 13 refactoring.
+Open Source Integrators performed the migration to Odoo 12
+, and later added support for the more up to date REST API
+, alongside with the legacy SOAP API.
 
-For previous Odoo versions, from Odoo 9 to Odoo 12, the code is
-maintained at https://github.com/sodexis/avatax_connector.
+With the addition of the REST API, a deep refactor was introduced,
+changing the tax calculation approach, from just setting the total
+tax amount, to instead adding the tax rates to each document line
+and then having Odoo do all the other computations.
+
+For Odoo 13, the legacy SOAP support was supported, and
+additional refactoring was done to contribute the module
+to the odoo Community Association.

account_avatax/security/ir.model.access.csv

@@ -1,7 +1,9 @@
 id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
 access_avalara_salestax_manager,avalara.salestax.manager,model_avalara_salestax,account.group_account_manager,1,1,1,1
 access_avalara_salestax_employee,avalara.salestax.employee,model_avalara_salestax,base.group_user,1,0,0,0
-access_product_tax_code employee,product.tax.code.employee,model_product_tax_code,base.group_user,1,0,0,0
-access_product_tax_code manager,product.tax.code.manager,model_product_tax_code,account.group_account_manager,1,1,1,1
-access_exemption_code manager,exemption.code.manager,model_exemption_code,account.group_account_manager,1,1,1,1
-access_exemption_code employee,exemption.code.employee,model_exemption_code,base.group_user,1,0,0,0
+access_product_tax_code_employee,product.tax.code.employee,model_product_tax_code,base.group_user,1,0,0,0
+access_product_tax_code_manager,product.tax.code.manager,model_product_tax_code,account.group_account_manager,1,1,1,1
+access_exemption_code_manager,exemption.code.manager,model_exemption_code,account.group_account_manager,1,1,1,1
+access_exemption_code_employee,exemption.code.employee,model_exemption_code,base.group_user,1,0,0,0
+access_avalara_salestax_ping,avalara_salestax_ping,model_avalara_salestax_ping,base.group_user,1,1,1,1
+access_avalara_salestax_address_validate,avalara_salestax_address_validate,model_avalara_salestax_address_validate,base.group_user,1,1,1,1

account_avatax/views/account_move_view.xml

@@ -19,9 +19,10 @@
                 <field name="exemption_code_id" readonly="1" />
                 <field name="location_code" />
                 <field name="tax_on_shipping_address" />
+                <field name="calculate_tax_on_save" invisible="1" />
                 <field
                     name="invoice_doc_no"
-                    attrs="{'invisible': [('type','!=','out_refund')]}"
+                    attrs="{'invisible': [('move_type','!=','out_refund')]}"
                 />
             </field>
             <field name="invoice_incoterm_id" position="before">

account_avatax/views/avalara_salestax_view.xml

@@ -51,6 +51,7 @@
                             <group string="Avalara Submissions / Transactions">
                                 <field name="disable_tax_reporting" />
                                 <field name="upc_enable" />
+                                <field name="invoice_calculate_tax" invisible="1" />
                             </group>
                         </page>
                         <page

account_avatax/views/partner_view.xml

@@ -1,5 +1,4 @@
 <odoo>
-    <function model="res.partner" name="_migrate_exemption_data" />
     <!--
     Partner Tax & Address Validation
     -->

account_avatax_sale/README.rst

@@ -108,7 +108,9 @@ Credits
 Authors
 ~~~~~~~
 
+* Open Source Integrators
 * Fabrice Henrion
+* Odoo SA
 
 Contributors
 ~~~~~~~~~~~~

account_avatax_sale/__manifest__.py

@@ -1,13 +1,18 @@
 {
     "name": "Avalara Avatax Connector for Sales Orders",
     "version": "14.0.1.0.0",
-    "author": "Fabrice Henrion, Odoo Community Association (OCA)",
+    "author": "Open Source Integrators, Fabrice Henrion,"
+    "Sodexis, Odoo Community Association (OCA)",
     "summary": "Sales Orders with automatic Tax application using Avatax",
     "license": "AGPL-3",
     "category": "Accounting",
     "website": "https://github.com/OCA/account-fiscal-rule",
     "depends": ["account_avatax", "sale"],
-    "data": ["views/sale_order_view.xml", "views/partner_view.xml"],
+    "data": [
+        "views/sale_order_view.xml",
+        "views/partner_view.xml",
+        "views/avalara_salestax_view.xml",
+    ],
     "auto_install": True,
     "development_status": "Beta",
     "maintainers": ["dreispt"],

account_avatax_sale/models/__init__.py

@@ -1,3 +1,4 @@
 from . import account_move
 from . import partner
 from . import sale_order
+from . import avalara_salestax