account_tax_balance
Enables accountants to compute and explore tax balances over a given period with drilldown into underlying journal entries.
Key Features
- account.tax: Computes regular and refund balances and bases for taxes in the selected date range and companies using context-aware domains.
- account.tax: Provides a has_moves boolean and search helper to quickly filter taxes with activity in the chosen period.
- account.tax: Offers actions that open filtered journal entries for tax and base amounts, split between regular and refund moves.
- account.move: Classifies moves into financial types such as liquidity, receivable, payable, and refunds based on their lines to support filtering.
- account.move.line: Adds a database index on date and tax line to speed up balance computations.
- wizard.open.tax.balances: Guides users through selecting companies, date range, and target moves before launching the tax balance report with contextual filters.
- reporting: Adds a tax balance list view with aggregated totals and quick access buttons for detailed move lines.
- installation: Pre-initializes financial_type values on existing journal entries to avoid heavy recomputation during module installation.