Merge PR #4916 into 18.0

OCA-git-bot · OCA-git-bot · commit 94182b1ac701 · 2025-11-07T10:52:24.000Z
Signed-off-by tafaRU
diff --git a/l10n_it_vat_settlement_date/README.rst b/l10n_it_vat_settlement_date/README.rst
@@ -1,7 +1,3 @@
-.. image:: https://odoo-community.org/readme-banner-image
-   :target: https://odoo-community.org/get-involved?utm_source=readme
-   :alt: Odoo Community Association
-
 =========================
 ITA - Data competenza IVA
 =========================
@@ -17,7 +13,7 @@ ITA - Data competenza IVA
 .. |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/license-AGPL--3-blue.png
+.. |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%2Fl10n--italy-lightgray.png?logo=github
@@ -36,10 +32,25 @@ ITA - Data competenza IVA
 
 Aggiunge la data competenza IVA per le fatture fornitori.
 
+La data di competenza IVA può essere impostata nella fattura e viene
+utilizzata automaticamente in:
+
+-  Liquidazione IVA (modulo
+   ``l10n_it_account_vat_period_end_settlement``)
+-  Registro IVA (modulo ``l10n_it_vat_registries``)
+-  Saldo delle imposte (modulo ``account_tax_balance``)
+
 **English**
 
 Add settlement date for bills.
 
+The VAT settlement date can be set in the invoice and is automatically
+used in:
+
+-  VAT Settlement (module ``l10n_it_account_vat_period_end_settlement``)
+-  VAT Registry (module ``l10n_it_vat_registries``)
+-  Tax Balance (module ``account_tax_balance``)
+
 **Table of contents**
 
 .. contents::
@@ -66,9 +77,9 @@ Authors
 Contributors
 ------------
 
-- `Aion Tech <https://aiontech.company/>`__:
+-  `Aion Tech <https://aiontech.company/>`__:
 
-  - Simone Rubino <simone.rubino@aion-tech.it>
+   -  Simone Rubino <simone.rubino@aion-tech.it>
 
 Maintainers
 -----------
diff --git a/l10n_it_vat_settlement_date/models/account_tax.py b/l10n_it_vat_settlement_date/models/account_tax.py
@@ -2,6 +2,8 @@
 # Copyright 2024 Simone Rubino - Aion Tech
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
 
+import re
+
 from odoo import models
 from odoo.osv import expression
 
@@ -46,3 +48,19 @@ def get_move_line_partial_domain(self, from_date, to_date, company_ids):
         if self.env.context.get("use_l10n_it_vat_settlement_date"):
             domain = self._inject_vat_settlement_date_domain(domain)
         return domain
+
+    def _inject_vat_settlement_date_query(self, query):
+        date_field_name = "date"
+        settlement_date_field_name = "l10n_it_vat_settlement_date"
+        settled_query = re.sub(
+            rf"\b{date_field_name}\b",  # Substitute only whole word
+            settlement_date_field_name,
+            query,
+        )
+        return settled_query
+
+    def _account_tax_ids_with_moves_query(self):
+        query, params = super()._account_tax_ids_with_moves_query()
+        if self.env.context.get("use_l10n_it_vat_settlement_date"):
+            query = self._inject_vat_settlement_date_query(query)
+        return query, params
diff --git a/l10n_it_vat_settlement_date/readme/DESCRIPTION.md b/l10n_it_vat_settlement_date/readme/DESCRIPTION.md
@@ -2,6 +2,16 @@
 
 Aggiunge la data competenza IVA per le fatture fornitori.
 
+La data di competenza IVA può essere impostata nella fattura e viene utilizzata automaticamente in:
+- Liquidazione IVA (modulo `l10n_it_account_vat_period_end_settlement`)
+- Registro IVA (modulo `l10n_it_vat_registries`)
+- Saldo delle imposte (modulo `account_tax_balance`)
+
 **English**
 
 Add settlement date for bills.
+
+The VAT settlement date can be set in the invoice and is automatically used in:
+- VAT Settlement (module `l10n_it_account_vat_period_end_settlement`)
+- VAT Registry (module `l10n_it_vat_registries`)
+- Tax Balance (module `account_tax_balance`)
diff --git a/l10n_it_vat_settlement_date/static/description/index.html b/l10n_it_vat_settlement_date/static/description/index.html
@@ -3,7 +3,7 @@
 <head>
 <meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
 <meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
-<title>README.rst</title>
+<title>ITA - Data competenza IVA</title>
 <style type="text/css">
 
 /*
@@ -360,25 +360,35 @@
 </style>
 </head>
 <body>
-<div class="document">
+<div class="document" id="ita-data-competenza-iva">
+<h1 class="title">ITA - Data competenza IVA</h1>
 
-
-<a class="reference external image-reference" href="https://odoo-community.org/get-involved?utm_source=readme">
-<img alt="Odoo Community Association" src="https://odoo-community.org/readme-banner-image" />
-</a>
-<div class="section" id="ita-data-competenza-iva">
-<h1>ITA - Data competenza IVA</h1>
 <!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 !! This file is generated by oca-gen-addon-readme !!
 !! changes will be overwritten.                   !!
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 !! source digest: sha256:b5b3d591cbd4d4e9de44633e88e09fef38ba0ca0cacf20c7f9e3229b6b6106a1
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
-<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/license-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/l10n-italy/tree/18.0/l10n_it_vat_settlement_date"><img alt="OCA/l10n-italy" src="https://img.shields.io/badge/github-OCA%2Fl10n--italy-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/l10n-italy-18-0/l10n-italy-18-0-l10n_it_vat_settlement_date"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/l10n-italy&amp;target_branch=18.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
+<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/l10n-italy/tree/18.0/l10n_it_vat_settlement_date"><img alt="OCA/l10n-italy" src="https://img.shields.io/badge/github-OCA%2Fl10n--italy-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/l10n-italy-18-0/l10n-italy-18-0-l10n_it_vat_settlement_date"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/l10n-italy&amp;target_branch=18.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
 <p><strong>Italiano</strong></p>
 <p>Aggiunge la data competenza IVA per le fatture fornitori.</p>
+<p>La data di competenza IVA può essere impostata nella fattura e viene
+utilizzata automaticamente in:</p>
+<ul class="simple">
+<li>Liquidazione IVA (modulo
+<tt class="docutils literal">l10n_it_account_vat_period_end_settlement</tt>)</li>
+<li>Registro IVA (modulo <tt class="docutils literal">l10n_it_vat_registries</tt>)</li>
+<li>Saldo delle imposte (modulo <tt class="docutils literal">account_tax_balance</tt>)</li>
+</ul>
 <p><strong>English</strong></p>
 <p>Add settlement date for bills.</p>
+<p>The VAT settlement date can be set in the invoice and is automatically
+used in:</p>
+<ul class="simple">
+<li>VAT Settlement (module <tt class="docutils literal">l10n_it_account_vat_period_end_settlement</tt>)</li>
+<li>VAT Registry (module <tt class="docutils literal">l10n_it_vat_registries</tt>)</li>
+<li>Tax Balance (module <tt class="docutils literal">account_tax_balance</tt>)</li>
+</ul>
 <p><strong>Table of contents</strong></p>
 <div class="contents local topic" id="contents">
 <ul class="simple">
@@ -392,23 +402,23 @@ <h1>ITA - Data competenza IVA</h1>
 </ul>
 </div>
 <div class="section" id="bug-tracker">
-<h2><a class="toc-backref" href="#toc-entry-1">Bug Tracker</a></h2>
+<h1><a class="toc-backref" href="#toc-entry-1">Bug Tracker</a></h1>
 <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/l10n-italy/issues">GitHub Issues</a>.
 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
 <a class="reference external" href="https://github.com/OCA/l10n-italy/issues/new?body=module:%20l10n_it_vat_settlement_date%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
 <p>Do not contact contributors directly about support or help with technical issues.</p>
 </div>
 <div class="section" id="credits">
-<h2><a class="toc-backref" href="#toc-entry-2">Credits</a></h2>
+<h1><a class="toc-backref" href="#toc-entry-2">Credits</a></h1>
 <div class="section" id="authors">
-<h3><a class="toc-backref" href="#toc-entry-3">Authors</a></h3>
+<h2><a class="toc-backref" href="#toc-entry-3">Authors</a></h2>
 <ul class="simple">
 <li>Marco Colombo</li>
 </ul>
 </div>
 <div class="section" id="contributors">
-<h3><a class="toc-backref" href="#toc-entry-4">Contributors</a></h3>
+<h2><a class="toc-backref" href="#toc-entry-4">Contributors</a></h2>
 <ul class="simple">
 <li><a class="reference external" href="https://aiontech.company/">Aion Tech</a>:<ul>
 <li>Simone Rubino &lt;<a class="reference external" href="mailto:simone.rubino&#64;aion-tech.it">simone.rubino&#64;aion-tech.it</a>&gt;</li>
@@ -417,7 +427,7 @@ <h3><a class="toc-backref" href="#toc-entry-4">Contributors</a></h3>
 </ul>
 </div>
 <div class="section" id="maintainers">
-<h3><a class="toc-backref" href="#toc-entry-5">Maintainers</a></h3>
+<h2><a class="toc-backref" href="#toc-entry-5">Maintainers</a></h2>
 <p>This module is maintained by the OCA.</p>
 <a class="reference external image-reference" href="https://odoo-community.org">
 <img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
@@ -430,6 +440,5 @@ <h3><a class="toc-backref" href="#toc-entry-5">Maintainers</a></h3>
 </div>
 </div>
 </div>
-</div>
 </body>
 </html>
diff --git a/l10n_it_vat_settlement_date/tests/__init__.py b/l10n_it_vat_settlement_date/tests/__init__.py
@@ -1,4 +1,5 @@
 #  License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
 
+from . import test_open_tax_balances
 from . import test_vat_period_end_statement
 from . import test_vat_registry
diff --git a/l10n_it_vat_settlement_date/tests/test_open_tax_balances.py b/l10n_it_vat_settlement_date/tests/test_open_tax_balances.py
@@ -0,0 +1,78 @@
+# Copyright 2025 Simone Rubino
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+import datetime
+
+from dateutil.relativedelta import relativedelta
+
+from odoo.tests import Form, tagged
+from odoo.tools.safe_eval import safe_eval
+
+from odoo.addons.account.tests.common import AccountTestInvoicingCommon
+
+
+@tagged("post_install", "-at_install")
+class TestOpenTaxBalances(AccountTestInvoicingCommon):
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.supplier_bill = cls.init_invoice(
+            "in_invoice",
+            invoice_date=datetime.date(2020, 6, 15),
+            amounts=[
+                100,
+            ],
+            taxes=cls.tax_sale_a,
+            post=True,
+        )
+
+    def _get_wizard(self, from_date, to_date):
+        """Create the wizard to show the Tax Balances."""
+        wizard_form = Form(self.env["wizard.open.tax.balances"])
+        wizard_form.from_date = from_date
+        wizard_form.to_date = to_date
+        wizard = wizard_form.save()
+        return wizard
+
+    def _get_tax_balances(self, from_date, to_date):
+        """Get the Taxes shown by the wizard."""
+        wizard = self._get_wizard(from_date, to_date)
+        taxes_action = wizard.open_taxes()
+        return (
+            self.env[taxes_action["res_model"]]
+            .with_context(**taxes_action["context"])
+            .search(safe_eval(taxes_action["domain"]))
+        )
+
+    def test_wizard(self):
+        """The settlement date is used in the Tax Balances."""
+        # Arrange
+        bill = self.supplier_bill
+        bill_tax_amount = bill.amount_tax
+        accounting_date = bill.date
+        settlement_date = accounting_date + relativedelta(years=1)
+        from_date = datetime.date(2021, 1, 1)
+        to_date = datetime.date(2021, 12, 31)
+        taxes = self._get_tax_balances(from_date, to_date)
+        tax_balance = taxes.filtered(
+            lambda tax, bill_tax=bill.line_ids.tax_ids: tax == bill_tax
+        ).balance_regular
+        # pre-condition
+        self.assertTrue(bill_tax_amount)
+        self.assertFalse(from_date <= accounting_date <= to_date)
+        self.assertTrue(from_date <= settlement_date <= to_date)
+
+        # Act
+        bill.l10n_it_vat_settlement_date = settlement_date
+        taxes = self._get_tax_balances(from_date, to_date)
+
+        # Assert
+        settled_tax_balance = taxes.filtered(
+            lambda tax, bill_tax=bill.line_ids.tax_ids: tax == bill_tax
+        ).balance_regular
+        self.assertEqual(
+            tax_balance - bill_tax_amount,
+            settled_tax_balance,
+            "Tax Balance hasn't changed "
+            "when bill settlement date is out of the wizard range",
+        )
diff --git a/l10n_it_vat_settlement_date/wizard/__init__.py b/l10n_it_vat_settlement_date/wizard/__init__.py
@@ -1,3 +1,4 @@
 # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
 
+from . import open_tax_balances
 from . import report_registro_iva_xlsx
diff --git a/l10n_it_vat_settlement_date/wizard/open_tax_balances.py b/l10n_it_vat_settlement_date/wizard/open_tax_balances.py
@@ -0,0 +1,13 @@
+# Copyright 2025 Simone Rubino
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from odoo import models
+
+
+class WizardOpenTaxBalances(models.TransientModel):
+    _inherit = "wizard.open.tax.balances"
+
+    def open_taxes(self):
+        action = super().open_taxes()
+        action.setdefault("context", dict())["use_l10n_it_vat_settlement_date"] = True
+        return action

Original file line number	Diff line number	Diff line change
`@@ -1,3 +1,4 @@`
`1`	`1`	`# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).`
`2`	`2`
	`3`	`+from . import open_tax_balances`
`3`	`4`	`from . import report_registro_iva_xlsx`