Rémy Taymans
5 years ago
13 changed files with 1072 additions and 1073 deletions
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2easy_my_coop_taxshelter_report/__manifest__.py
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113easy_my_coop_taxshelter_report/data/mail_template_data.xml
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30easy_my_coop_taxshelter_report/data/scheduler_data.xml
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2easy_my_coop_taxshelter_report/models/__init__.py
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115easy_my_coop_taxshelter_report/models/mail_template.py
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738easy_my_coop_taxshelter_report/models/tax_shelter_declaration.py
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47easy_my_coop_taxshelter_report/reports/tax_shelter_report.xml
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162easy_my_coop_taxshelter_report/reports/tax_shelter_resold_report.xml
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266easy_my_coop_taxshelter_report/reports/tax_shelter_shares_report.xml
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220easy_my_coop_taxshelter_report/reports/tax_shelter_subscription_report.xml
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14easy_my_coop_taxshelter_report/security/ir.model.access.csv
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36easy_my_coop_taxshelter_report/static/src/css/coop_report.css
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400easy_my_coop_taxshelter_report/views/tax_shelter_declaration_view.xml
@ -1,56 +1,57 @@ |
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<odoo> |
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<!-- Mail template are declared in a NOUPDATE block |
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so users can freely customize/delete them --> |
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<data noupdate="1"> |
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<record id="email_template_tax_shelter_certificate" model="mail.template"> |
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<field name="name">Tax Shelter Certificate - Send By Email</field> |
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<field name="email_from">${(object.company_id.coop_email_contact or object.user_id.email)|safe}</field> |
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<field name="subject">Tax Shelter Certificate</field> |
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<field name="partner_to">${object.partner_id.id}</field> |
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<field name="reply_to">${(object.company_id.coop_email_contact or object.user_id.email)|safe}</field> |
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<field name="model_id" ref="model_tax_shelter_certificate"/> |
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<field name="auto_delete" eval="True"/> |
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<field name="lang">${object.partner_id.lang}</field> |
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<field name="easy_my_coop" eval="True"/> |
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<field name="body_html"><![CDATA[ |
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<div style="font-family: 'Lucica Grande', Ubuntu, Arial, Verdana, sans-serif; font-size: 12px; color: rgb(34, 34, 34); background-color: #FFF; "> |
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<p>Hello ${object.partner_id.name},</p> |
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|
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<p>You have subscribed to some shares of ${object.company_id.name} on ${object.declaration_id.fiscal_year}. |
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You can benefit from the tax shelter, it means a tax reduction of ${object.declaration_id.tax_shelter_percentage} percent on the invested amount. |
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For this you will find in attachments the documents certifying that you've suscribed to ${object.company_id.name} shares</p> |
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<p>A dedicated FAQ is coming soon on ${object.company_id.website}.</p> |
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<p>For any additional questions, please contact ${object.company_id.coop_email_contact}</p> |
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<p>Sustainably your,</p> |
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<p>${object.company_id.name}.</p> |
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|
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% if object.company_id.street: |
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${object.company_id.street} |
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% endif |
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% if object.company_id.street2: |
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${object.company_id.street2}<br/> |
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% endif |
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% if object.company_id.city or object.company_id.zip: |
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${object.company_id.zip} ${object.company_id.city}<br/> |
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% endif |
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% if object.company_id.country_id: |
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${object.company_id.state_id and ('%s, ' % object.company_id.state_id.name) or ''} ${object.company_id.country_id.name or ''}<br/> |
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% endif |
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% if object.company_id.phone: |
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Phone: ${object.company_id.phone} |
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% endif |
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|
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% if object.company_id.website: |
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<div> |
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Web : <a href="${object.company_id.website}">${object.company_id.website}</a> |
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</div> |
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%endif |
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|
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<div> |
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<img src=${object.company_id.logo_web}> |
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</div> |
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</div> |
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]]></field> |
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</record> |
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</data> |
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</odoo> |
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<?xml version="1.0" encoding="utf-8"?> |
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<odoo> |
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<!-- Mail template are declared in a NOUPDATE block |
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so users can freely customize/delete them --> |
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<data noupdate="1"> |
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<record id="email_template_tax_shelter_certificate" model="mail.template"> |
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<field name="name">Tax Shelter Certificate - Send By Email</field> |
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<field name="email_from">${(object.company_id.coop_email_contact or object.user_id.email)|safe}</field> |
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<field name="subject">Tax Shelter Certificate</field> |
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<field name="partner_to">${object.partner_id.id}</field> |
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<field name="reply_to">${(object.company_id.coop_email_contact or object.user_id.email)|safe}</field> |
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<field name="model_id" ref="model_tax_shelter_certificate"/> |
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<field name="auto_delete" eval="True"/> |
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<field name="lang">${object.partner_id.lang}</field> |
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<field name="easy_my_coop" eval="True"/> |
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<field name="body_html"><![CDATA[ |
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<div style="font-family: 'Lucica Grande', Ubuntu, Arial, Verdana, sans-serif; font-size: 12px; color: rgb(34, 34, 34); background-color: #FFF; "> |
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<p>Hello ${object.partner_id.name},</p> |
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|
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<p>You have subscribed to some shares of ${object.company_id.name} on ${object.declaration_id.fiscal_year}. |
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You can benefit from the tax shelter, it means a tax reduction of ${object.declaration_id.tax_shelter_percentage} percent on the invested amount. |
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For this you will find in attachments the documents certifying that you've suscribed to ${object.company_id.name} shares</p> |
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<p>A dedicated FAQ is coming soon on ${object.company_id.website}.</p> |
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<p>For any additional questions, please contact ${object.company_id.coop_email_contact}</p> |
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<p>Sustainably your,</p> |
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<p>${object.company_id.name}.</p> |
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|
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% if object.company_id.street: |
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${object.company_id.street} |
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% endif |
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% if object.company_id.street2: |
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${object.company_id.street2}<br/> |
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% endif |
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% if object.company_id.city or object.company_id.zip: |
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${object.company_id.zip} ${object.company_id.city}<br/> |
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% endif |
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% if object.company_id.country_id: |
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${object.company_id.state_id and ('%s, ' % object.company_id.state_id.name) or ''} ${object.company_id.country_id.name or ''}<br/> |
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% endif |
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% if object.company_id.phone: |
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Phone: ${object.company_id.phone} |
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% endif |
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|
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% if object.company_id.website: |
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<div> |
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Web : <a href="${object.company_id.website}">${object.company_id.website}</a> |
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</div> |
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%endif |
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|
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<div> |
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<img src=${object.company_id.logo_web}> |
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</div> |
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</div> |
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]]></field> |
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</record> |
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</data> |
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</odoo> |
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@ -1,15 +1,15 @@ |
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<?xml version="1.0" encoding="utf-8"?> |
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<odoo> |
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<data noupdate="1"> |
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<record forcecreate="True" id="ir_cron_mail_tax_shelter_action" model="ir.cron"> |
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<field name="name">Tax shelter mail batch mail</field> |
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<field name="model_id" ref="model_tax_shelter_certificate"/> |
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<field name="state">code</field> |
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<field name="code">model.batch_send_tax_shelter_certificate()</field> |
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<field name="interval_number">1</field> |
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<field name="interval_type">hours</field> |
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<field name="numbercall">-1</field> |
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<field name="doall" eval="False"/> |
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</record> |
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</data> |
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</odoo> |
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<?xml version="1.0" encoding="utf-8"?> |
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<odoo> |
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<data noupdate="1"> |
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<record forcecreate="True" id="ir_cron_mail_tax_shelter_action" model="ir.cron"> |
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<field name="name">Tax shelter mail batch mail</field> |
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<field name="model_id" ref="model_tax_shelter_certificate"/> |
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<field name="state">code</field> |
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<field name="code">model.batch_send_tax_shelter_certificate()</field> |
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<field name="interval_number">1</field> |
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<field name="interval_type">hours</field> |
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<field name="numbercall">-1</field> |
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<field name="doall" eval="False"/> |
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</record> |
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</data> |
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</odoo> |
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@ -1,2 +1,2 @@ |
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from . import tax_shelter_declaration |
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from . import tax_shelter_declaration |
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from . import mail_template |
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@ -1,60 +1,55 @@ |
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from odoo import api, models |
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|
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|
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class MailTemplate(models.Model): |
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_inherit = "mail.template" |
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|
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# def init(self): |
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# for template_id in EMAIL_TEMPLATE_IDS: |
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# mail_template = self.env.ref(template_id) |
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# mail_template.easy_my_coop = True |
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|
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@api.multi |
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def send_mail_with_multiple_attachments(self, res_id, |
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additional_attachments, |
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force_send=False, |
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raise_exception=False): |
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"""Generates a new mail message for the given template and record, |
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and schedules it for delivery through the ``mail`` |
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module's scheduler. |
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|
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:param int res_id: id of the record to render the template with |
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(model is taken from the template) |
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:param bool force_send: if True, the generated mail.message is |
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immediately sent after being created, as if the scheduler |
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was executed for this message only. |
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:returns: id of the mail.message that was created |
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""" |
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self.ensure_one() |
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Mail = self.env['mail.mail'] |
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# TDE FIXME: should remove dfeault_type from context |
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Attachment = self.env['ir.attachment'] |
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|
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# create a mail_mail based on values, without attachments |
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values = self.generate_email(res_id) |
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values['recipient_ids'] = [(4, pid) for pid in values.get('partner_ids', list())] |
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attachment_ids = values.pop('attachment_ids', []) |
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attachments = values.pop('attachments', []) |
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# add a protection against void email_from |
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if 'email_from' in values and not values.get('email_from'): |
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values.pop('email_from') |
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mail = Mail.create(values) |
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|
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# manage attachments |
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attachments.extend(additional_attachments) |
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for attachment in attachments: |
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attachment_data = { |
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'name': attachment[0], |
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'datas_fname': attachment[0], |
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'datas': attachment[1], |
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'res_model': 'mail.message', |
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'res_id': mail.mail_message_id.id, |
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} |
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attachment_ids.append(Attachment.create(attachment_data).id) |
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if attachment_ids: |
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values['attachment_ids'] = [(6, 0, attachment_ids)] |
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mail.write({'attachment_ids': [(6, 0, attachment_ids)]}) |
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|
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if force_send: |
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mail.send(raise_exception=raise_exception) |
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return mail.id # TDE CLEANME: return mail + api.returns ? |
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from odoo import api, models |
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|
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|
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class MailTemplate(models.Model): |
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_inherit = "mail.template" |
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|
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@api.multi |
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def send_mail_with_multiple_attachments(self, res_id, |
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additional_attachments, |
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force_send=False, |
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raise_exception=False): |
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"""Generates a new mail message for the given template and record, |
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and schedules it for delivery through the ``mail`` |
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module's scheduler. |
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|
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:param int res_id: id of the record to render the template with |
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(model is taken from the template) |
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:param bool force_send: if True, the generated mail.message is |
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immediately sent after being created, as if the scheduler |
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was executed for this message only. |
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:returns: id of the mail.message that was created |
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""" |
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self.ensure_one() |
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Mail = self.env['mail.mail'] |
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# TDE FIXME: should remove dfeault_type from context |
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Attachment = self.env['ir.attachment'] |
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|
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# create a mail_mail based on values, without attachments |
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values = self.generate_email(res_id) |
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values['recipient_ids'] = [(4, pid) for pid in values.get('partner_ids', list())] |
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attachment_ids = values.pop('attachment_ids', []) |
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attachments = values.pop('attachments', []) |
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# add a protection against void email_from |
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if 'email_from' in values and not values.get('email_from'): |
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values.pop('email_from') |
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mail = Mail.create(values) |
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|
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# manage attachments |
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attachments.extend(additional_attachments) |
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for attachment in attachments: |
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attachment_data = { |
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'name': attachment[0], |
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'datas_fname': attachment[0], |
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'datas': attachment[1], |
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'res_model': 'mail.message', |
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'res_id': mail.mail_message_id.id, |
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} |
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attachment_ids.append(Attachment.create(attachment_data).id) |
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if attachment_ids: |
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values['attachment_ids'] = [(6, 0, attachment_ids)] |
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mail.write({'attachment_ids': [(6, 0, attachment_ids)]}) |
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|
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if force_send: |
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mail.send(raise_exception=raise_exception) |
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return mail.id # TDE CLEANME: return mail + api.returns ? |
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@ -1,366 +1,372 @@ |
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import base64 |
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|
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from odoo import api, fields, models |
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|
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TYPE_MAP = { |
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'subscription': 'subscribed', |
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'transfer': 'transfered', |
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'sell_back': 'resold' |
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} |
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|
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REPORT_DIC = { |
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'subscription': ( |
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'easy_my_coop_taxshelter_report.action_tax_shelter_subscription_report', |
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'Tax Shelter Subscription' |
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), |
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'shares': ( |
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'easy_my_coop_taxshelter_report.action_tax_shelter_shares_report', |
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'Tax Shelter Shares' |
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) |
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} |
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|
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|
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class TaxShelterDeclaration(models.Model): |
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|
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_name = "tax.shelter.declaration" |
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_description = "Tax Shelter Declaration" |
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|
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name = fields.Char(string='Declaration year', required=True) |
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fiscal_year = fields.Char(String="Fiscal year", required=True) |
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tax_shelter_certificates = fields.One2many('tax.shelter.certificate', |
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'declaration_id', |
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string='Tax shelter certificates', |
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readonly=True) |
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date_from = fields.Date(string='Date from', required=True) |
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date_to = fields.Date(string='Date to', required=True) |
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month_from = fields.Char(String='Month from', required=True) |
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month_to = fields.Char(String='Month to', required=True) |
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tax_shelter_percentage = fields.Selection([('30', '30%'), |
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('45', '45%')], |
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string='Tax Shelter percentage', |
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required=True) |
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state = fields.Selection([('draft', 'Draft'), |
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('computed', 'Computed'), |
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('validated', 'Validated')], |
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string='State', required=True, default="draft") |
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company_id = fields.Many2one('res.company', string='Company', |
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required=True, |
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change_default=True, readonly=True, |
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default=lambda self: self.env['res.company']._company_default_get()) |
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tax_shelter_capital_limit = fields.Float(string="Tax shelter capital limit", |
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required=True) |
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previously_subscribed_capital = fields.Float(String="Capital previously subscribed", |
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readonly=True) |
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excluded_cooperator = fields.Many2many('res.partner', |
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string="Excluded cooperator", |
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domain=[('cooperator', '=', True)], |
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help="If these cooperator have" |
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" subscribed share during the time" |
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" frame of this Tax Shelter " |
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"Declaration. They will be marked " |
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"as non eligible") |
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|
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def _excluded_from_declaration(self, entry): |
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if entry.date >= self.date_from and entry.date <= self.date_to: |
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declaration = self |
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else: |
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declaration = self.search([('date_from', '<=', entry.date), |
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('date_to', '>=', entry.date)]) |
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if entry.partner_id.id in declaration.excluded_cooperator.ids: |
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return True |
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return False |
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|
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def _prepare_line(self, certificate, entry, ongoing_capital_sub, excluded): |
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line_vals = {} |
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line_vals['tax_shelter_certificate'] = certificate.id |
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line_vals['share_type'] = entry.share_product_id.id |
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line_vals['share_short_name'] = entry.share_short_name |
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line_vals['share_unit_price'] = entry.share_unit_price |
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line_vals['quantity'] = entry.quantity |
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line_vals['transaction_date'] = entry.date |
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line_vals['type'] = TYPE_MAP[entry.type] |
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if entry.type == 'subscription': |
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if not excluded: |
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capital_after_sub = ongoing_capital_sub + entry.total_amount_line |
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else: |
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capital_after_sub = ongoing_capital_sub |
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line_vals['capital_before_sub'] = ongoing_capital_sub |
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line_vals['capital_after_sub'] = capital_after_sub |
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line_vals['capital_limit'] = self.tax_shelter_capital_limit |
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if ongoing_capital_sub < self.tax_shelter_capital_limit and not excluded: |
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line_vals['tax_shelter'] = True |
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return line_vals |
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|
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def _compute_certificates(self, entries, partner_certificate): |
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ongoing_capital_sub = 0.0 |
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for entry in entries: |
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certificate = partner_certificate.get(entry.partner_id.id, False) |
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|
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if not certificate: |
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# create a certificate for this cooperator |
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cert_vals = {} |
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cert_vals['declaration_id'] = self.id |
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cert_vals['partner_id'] = entry.partner_id.id |
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cert_vals['cooperator_number'] = entry.partner_id.cooperator_register_number |
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certificate = self.env['tax.shelter.certificate'].create(cert_vals) |
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partner_certificate[entry.partner_id.id] = certificate |
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excluded = self._excluded_from_declaration(entry) |
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line_vals = self._prepare_line(certificate, entry, ongoing_capital_sub, excluded) |
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certificate.write({'lines': [(0, 0, line_vals)]}) |
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|
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if entry.type == 'subscription' and not excluded: |
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ongoing_capital_sub += entry.total_amount_line |
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|
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return partner_certificate |
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|
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@api.one |
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def compute_declaration(self): |
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entries = self.env['subscription.register'].search([ |
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('partner_id.is_company', '=', False), |
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('date', '<=', self.date_to), |
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('type', 'in', ['subscription', |
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'sell_back', |
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'transfer']) |
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]) |
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|
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subscriptions = entries.filtered((lambda r: r.type == 'subscription' and r.date < self.date_from)) #noqa |
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cap_prev_sub = 0.0 |
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for subscription in subscriptions: |
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cap_prev_sub += subscription.total_amount_line |
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|
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self.previously_subscribed_capital = cap_prev_sub |
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|
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partner_cert = {} |
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|
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partner_cert = self._compute_certificates(entries, partner_cert) |
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|
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self.state = 'computed' |
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|
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@api.one |
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def validate_declaration(self): |
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self.tax_shelter_certificates.write({'state': 'validated'}) |
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self.state = 'validated' |
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|
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@api.one |
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def reset_declaration(self): |
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if not self.state == 'validated': |
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self.tax_shelter_certificates.unlink() |
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self.state = 'draft' |
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|
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|
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class TaxShelterCertificate(models.Model): |
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_name = "tax.shelter.certificate" |
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_description = "Tax Shelter Certificate" |
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_order = "cooperator_number asc" |
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|
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cooperator_number = fields.Integer(string='Cooperator number', |
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required=True, |
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readonly=True) |
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partner_id = fields.Many2one('res.partner', string='Cooperator', |
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required=True, readonly=True) |
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state = fields.Selection([('draft', 'Draft'), |
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('validated', 'Validated'), |
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('no_eligible', 'No eligible'), |
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('sent', 'Sent')], |
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string='State', required=True, default="draft") |
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declaration_id = fields.Many2one('tax.shelter.declaration', |
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string='Declaration', required=True, |
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readonly=True, ondelete="restrict") |
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lines = fields.One2many('certificate.line', |
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'tax_shelter_certificate', |
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string='Certificate lines', readonly=True) |
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previously_subscribed_lines = fields.One2many(compute='_compute_certificate_lines', |
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comodel_name='certificate.line', |
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string='Previously Subscribed lines', |
|||
readonly=True) |
|||
previously_subscribed_eligible_lines = fields.One2many( |
|||
compute='_compute_certificate_lines', |
|||
comodel_name='certificate.line', |
|||
string='Previously Subscribed eligible lines', |
|||
readonly=True) |
|||
subscribed_lines = fields.One2many(compute='_compute_certificate_lines', |
|||
comodel_name='certificate.line', |
|||
string='Shares subscribed', |
|||
readonly=True) |
|||
resold_lines = fields.One2many(compute='_compute_certificate_lines', |
|||
comodel_name='certificate.line', |
|||
string='Shares resold', |
|||
readonly=True) |
|||
transfered_lines = fields.One2many(compute='_compute_certificate_lines', |
|||
comodel_name='certificate.line', |
|||
string='Shares transfered', |
|||
readonly=True) |
|||
total_amount_previously_subscribed = fields.Float(compute='_compute_amounts', |
|||
string='Total previously subscribed') |
|||
total_amount_eligible_previously_subscribed = fields.Float(compute='_compute_amounts', |
|||
string='Total eligible previously subscribed') |
|||
total_amount_subscribed = fields.Float(compute='_compute_amounts', |
|||
string='Total subscribed') |
|||
total_amount_eligible = fields.Float(compute='_compute_amounts', |
|||
string='Total amount eligible To Tax shelter') |
|||
total_amount_resold = fields.Float(compute='_compute_amounts', |
|||
string='Total resold') |
|||
total_amount_transfered = fields.Float(compute='_compute_amounts', |
|||
string='Total transfered') |
|||
total_amount = fields.Float(compute='_compute_amounts', |
|||
string='Total', readonly=True) |
|||
company_id = fields.Many2one(related="declaration_id.company_id", |
|||
string="Company") |
|||
|
|||
def generate_pdf_report(self, report_type): |
|||
report, name = REPORT_DIC[report_type] |
|||
report = self.env.ref(report).render_qweb_pdf(self) |
|||
report = base64.b64encode(report) |
|||
report_name = self.partner_id.name + ' ' + name + ' ' + self.declaration_id.name + '.pdf' |
|||
|
|||
return (report_name, report) |
|||
|
|||
def generate_certificates_report(self): |
|||
attachments = [] |
|||
if self.total_amount_eligible > 0: |
|||
attachments.append(self.generate_pdf_report('subscription')) |
|||
if self.partner_id.total_value > 0: |
|||
attachments.append(self.generate_pdf_report('shares')) |
|||
# if self.total_amount_resold > 0 or self.total_amount_transfered > 0: |
|||
# TODO |
|||
return attachments |
|||
|
|||
@api.multi |
|||
def send_certificates(self): |
|||
tax_shelter_mail_template = self.env.ref('easy_my_coop_taxshelter_report.email_template_tax_shelter_certificate', False) |
|||
for certificate in self: |
|||
if certificate.total_amount_eligible + certificate.total_amount_eligible_previously_subscribed > 0: |
|||
attachments = certificate.generate_certificates_report() |
|||
if len(attachments) > 0: |
|||
tax_shelter_mail_template.send_mail_with_multiple_attachments(certificate.id, attachments,True) |
|||
certificate.state = 'sent' |
|||
else: |
|||
certificate.state = 'no_eligible' |
|||
self.env.cr.commit() |
|||
|
|||
@api.multi |
|||
def print_subscription_certificate(self): |
|||
self.ensure_one() |
|||
report, name = REPORT_DIC['subscription'] |
|||
return self.env.ref(report).report_action(self) |
|||
|
|||
@api.multi |
|||
def print_shares_certificate(self): |
|||
self.ensure_one() |
|||
report, name = REPORT_DIC['shares'] |
|||
return self.env.ref(report).report_action(self) |
|||
|
|||
@api.multi |
|||
def _compute_amounts(self): |
|||
for certificate in self: |
|||
total_amount_previously_subscribed = 0 |
|||
total_amount_previously_eligible = 0 |
|||
total_amount_subscribed = 0 |
|||
total_amount_elligible = 0 |
|||
total_amount_transfered = 0 |
|||
total_amount_resold = 0 |
|||
|
|||
for line in certificate.subscribed_lines: |
|||
total_amount_subscribed += line.amount_subscribed |
|||
total_amount_elligible += line.amount_subscribed_eligible |
|||
certificate.total_amount_subscribed = total_amount_subscribed |
|||
certificate.total_amount_eligible = total_amount_elligible |
|||
|
|||
for line in certificate.previously_subscribed_eligible_lines: |
|||
total_amount_previously_eligible += line.amount_subscribed_eligible |
|||
certificate.total_amount_eligible_previously_subscribed = total_amount_previously_eligible |
|||
|
|||
for line in certificate.previously_subscribed_lines: |
|||
total_amount_previously_subscribed += line.amount_subscribed |
|||
certificate.total_amount_previously_subscribed = total_amount_previously_subscribed |
|||
|
|||
for line in certificate.transfered_lines: |
|||
total_amount_transfered += line.amount_transfered |
|||
certificate.total_amount_transfered = total_amount_transfered |
|||
|
|||
for line in certificate.resold_lines: |
|||
total_amount_resold += line.amount_resold |
|||
certificate.total_amount_resold = total_amount_resold |
|||
certificate.total_amount = certificate.total_amount_previously_subscribed + certificate.total_amount_subscribed + certificate.total_amount_resold + certificate.total_amount_transfered |
|||
|
|||
@api.depends('lines') |
|||
def _compute_certificate_lines(self): |
|||
for certificate in self: |
|||
certificate.previously_subscribed_lines = certificate.lines.filtered(lambda r: r.type == 'subscribed' and r.transaction_date < certificate.declaration_id.date_from) |
|||
certificate.previously_subscribed_eligible_lines = certificate.lines.filtered(lambda r: r.type == 'subscribed' and r.transaction_date < certificate.declaration_id.date_from and r.tax_shelter) |
|||
certificate.subscribed_lines = certificate.lines.filtered(lambda r: r.type == 'subscribed' and r.transaction_date >= certificate.declaration_id.date_from and r.transaction_date <= certificate.declaration_id.date_to) |
|||
certificate.resold_lines = certificate.lines.filtered(lambda r: r.type == 'resold' and r.transaction_date >= certificate.declaration_id.date_from and r.transaction_date <= certificate.declaration_id.date_to) |
|||
certificate.transfered_lines = certificate.lines.filtered(lambda r: r.type == 'transfered' and r.transaction_date >= certificate.declaration_id.date_from and r.transaction_date <= certificate.declaration_id.date_to) |
|||
|
|||
@api.model |
|||
def batch_send_tax_shelter_certificate(self): |
|||
certificates = self.search([('state', '=', 'validated')], limit=80) |
|||
certificates.send_certificates() |
|||
|
|||
|
|||
class TaxShelterCertificateLine(models.Model): |
|||
|
|||
_name = "certificate.line" |
|||
_description = "Tax Shelter Certificate Line" |
|||
|
|||
declaration_id = fields.Many2one(related='tax_shelter_certificate.declaration_id', |
|||
string="Declaration") |
|||
tax_shelter_certificate = fields.Many2one('tax.shelter.certificate', |
|||
string="Tax shelter certificate", |
|||
ondelete='cascade', |
|||
required=True) |
|||
share_type = fields.Many2one('product.product', |
|||
string='Share type', |
|||
required=True, |
|||
readonly=True) |
|||
share_unit_price = fields.Float(string='Share price', |
|||
required=True, |
|||
readonly=True) |
|||
quantity = fields.Integer(string='Number of shares', |
|||
required=True, |
|||
readonly=True) |
|||
transaction_date = fields.Date(string="Transaction date") |
|||
tax_shelter = fields.Boolean(string="Tax shelter eligible", readonly=True) |
|||
type = fields.Selection([('subscribed', 'Subscribed'), |
|||
('resold', 'Resold'), |
|||
('transfered', 'Transfered'), |
|||
('kept', 'Kept')], |
|||
required=True, readonly=True) |
|||
amount_subscribed = fields.Float(compute='_compute_totals', |
|||
string='Amount subscribed', |
|||
store=True) |
|||
amount_subscribed_eligible = fields.Float(compute='_compute_totals', |
|||
string='Amount subscribed eligible', |
|||
store=True) |
|||
amount_resold = fields.Float(compute='_compute_totals', |
|||
string='Amount resold', |
|||
store=True) |
|||
amount_transfered = fields.Float(compute='_compute_totals', |
|||
string='Amount transfered', |
|||
store=True) |
|||
share_short_name = fields.Char(string='Share type name', readonly=True) |
|||
capital_before_sub = fields.Float(string="Capital before subscription", |
|||
readonly=True) |
|||
capital_after_sub = fields.Float(string="Capital after subscription", |
|||
readonly=True) |
|||
capital_limit = fields.Float(string="Capital limit", readonly=True) |
|||
|
|||
@api.multi |
|||
@api.depends('quantity', 'share_unit_price') |
|||
def _compute_totals(self): |
|||
for line in self: |
|||
if line.type == 'subscribed': |
|||
line.amount_subscribed = line.share_unit_price * line.quantity |
|||
if line.type == 'subscribed' and line.tax_shelter: |
|||
if (line.capital_before_sub < line.capital_limit |
|||
and line.capital_after_sub >= line.capital_limit): |
|||
line.amount_subscribed_eligible = line.capital_limit - line.capital_before_sub #noqa |
|||
elif (line.capital_before_sub < line.capital_limit |
|||
and line.capital_after_sub <= line.capital_limit): |
|||
line.amount_subscribed_eligible = line.share_unit_price * line.quantity #noqa |
|||
elif line.capital_before_sub >= line.capital_limit: |
|||
line.amount_subscribed_eligible = 0 |
|||
if line.type == 'resold': |
|||
line.amount_resold = line.share_unit_price * -(line.quantity) |
|||
if line.type == 'transfered': |
|||
line.amount_transfered = line.share_unit_price * -(line.quantity) #noqa |
|||
import base64 |
|||
|
|||
from odoo import api, fields, models |
|||
|
|||
TYPE_MAP = { |
|||
'subscription': 'subscribed', |
|||
'transfer': 'transfered', |
|||
'sell_back': 'resold' |
|||
} |
|||
|
|||
REPORT_DIC = { |
|||
'subscription': ( |
|||
'easy_my_coop_taxshelter_report.action_tax_shelter_subscription_report', |
|||
'Tax Shelter Subscription' |
|||
), |
|||
'shares': ( |
|||
'easy_my_coop_taxshelter_report.action_tax_shelter_shares_report', |
|||
'Tax Shelter Shares' |
|||
) |
|||
} |
|||
|
|||
|
|||
class TaxShelterDeclaration(models.Model): |
|||
|
|||
_name = "tax.shelter.declaration" |
|||
_description = "Tax Shelter Declaration" |
|||
|
|||
name = fields.Char(string='Declaration year', required=True) |
|||
fiscal_year = fields.Char(String="Fiscal year", required=True) |
|||
tax_shelter_certificates = fields.One2many('tax.shelter.certificate', |
|||
'declaration_id', |
|||
string='Tax shelter certificates', |
|||
readonly=True) |
|||
date_from = fields.Date(string='Date from', required=True) |
|||
date_to = fields.Date(string='Date to', required=True) |
|||
month_from = fields.Char(String='Month from', required=True) |
|||
month_to = fields.Char(String='Month to', required=True) |
|||
tax_shelter_percentage = fields.Selection([('30', '30%'), |
|||
('45', '45%')], |
|||
string='Tax Shelter percentage', |
|||
required=True) |
|||
state = fields.Selection([('draft', 'Draft'), |
|||
('computed', 'Computed'), |
|||
('validated', 'Validated')], |
|||
string='State', required=True, default="draft") |
|||
company_id = fields.Many2one('res.company', string='Company', |
|||
required=True, |
|||
change_default=True, readonly=True, |
|||
default=lambda self: self.env['res.company']._company_default_get()) |
|||
tax_shelter_capital_limit = fields.Float(string="Tax shelter capital limit", |
|||
required=True) |
|||
previously_subscribed_capital = fields.Float(String="Capital previously subscribed", |
|||
readonly=True) |
|||
excluded_cooperator = fields.Many2many('res.partner', |
|||
string="Excluded cooperator", |
|||
domain=[('cooperator', '=', True)], |
|||
help="If these cooperator have" |
|||
" subscribed share during the time" |
|||
" frame of this Tax Shelter " |
|||
"Declaration. They will be marked " |
|||
"as non eligible") |
|||
|
|||
def _excluded_from_declaration(self, entry): |
|||
if entry.date >= self.date_from and entry.date <= self.date_to: |
|||
declaration = self |
|||
else: |
|||
declaration = self.search([('date_from', '<=', entry.date), |
|||
('date_to', '>=', entry.date)]) |
|||
if entry.partner_id.id in declaration.excluded_cooperator.ids: |
|||
return True |
|||
return False |
|||
|
|||
def _prepare_line(self, certificate, entry, ongoing_capital_sub, excluded): |
|||
line_vals = {} |
|||
line_vals['tax_shelter_certificate'] = certificate.id |
|||
line_vals['share_type'] = entry.share_product_id.id |
|||
line_vals['share_short_name'] = entry.share_short_name |
|||
line_vals['share_unit_price'] = entry.share_unit_price |
|||
line_vals['quantity'] = entry.quantity |
|||
line_vals['transaction_date'] = entry.date |
|||
line_vals['type'] = TYPE_MAP[entry.type] |
|||
if entry.type == 'subscription': |
|||
if not excluded: |
|||
capital_after_sub = ongoing_capital_sub + entry.total_amount_line |
|||
else: |
|||
capital_after_sub = ongoing_capital_sub |
|||
line_vals['capital_before_sub'] = ongoing_capital_sub |
|||
line_vals['capital_after_sub'] = capital_after_sub |
|||
line_vals['capital_limit'] = self.tax_shelter_capital_limit |
|||
if ongoing_capital_sub < self.tax_shelter_capital_limit and not excluded: |
|||
line_vals['tax_shelter'] = True |
|||
return line_vals |
|||
|
|||
def _compute_certificates(self, entries, partner_certificate): |
|||
ongoing_capital_sub = 0.0 |
|||
for entry in entries: |
|||
certificate = partner_certificate.get(entry.partner_id.id, False) |
|||
|
|||
if not certificate: |
|||
# create a certificate for this cooperator |
|||
cert_vals = {} |
|||
cert_vals['declaration_id'] = self.id |
|||
cert_vals['partner_id'] = entry.partner_id.id |
|||
cert_vals['cooperator_number'] = entry.partner_id.cooperator_register_number |
|||
certificate = self.env['tax.shelter.certificate'].create(cert_vals) |
|||
partner_certificate[entry.partner_id.id] = certificate |
|||
excluded = self._excluded_from_declaration(entry) |
|||
line_vals = self._prepare_line(certificate, entry, ongoing_capital_sub, excluded) |
|||
certificate.write({'lines': [(0, 0, line_vals)]}) |
|||
|
|||
if entry.type == 'subscription' and not excluded: |
|||
ongoing_capital_sub += entry.total_amount_line |
|||
|
|||
return partner_certificate |
|||
|
|||
@api.one |
|||
def compute_declaration(self): |
|||
entries = self.env['subscription.register'].search([ |
|||
('partner_id.is_company', '=', False), |
|||
('date', '<=', self.date_to), |
|||
('type', 'in', ['subscription', |
|||
'sell_back', |
|||
'transfer']) |
|||
]) |
|||
|
|||
subscriptions = entries.filtered((lambda r: r.type == 'subscription' and r.date < self.date_from)) #noqa |
|||
cap_prev_sub = 0.0 |
|||
for subscription in subscriptions: |
|||
cap_prev_sub += subscription.total_amount_line |
|||
|
|||
self.previously_subscribed_capital = cap_prev_sub |
|||
|
|||
partner_cert = {} |
|||
|
|||
partner_cert = self._compute_certificates(entries, partner_cert) |
|||
|
|||
self.state = 'computed' |
|||
|
|||
@api.one |
|||
def validate_declaration(self): |
|||
self.tax_shelter_certificates.write({'state': 'validated'}) |
|||
self.state = 'validated' |
|||
|
|||
@api.one |
|||
def reset_declaration(self): |
|||
if not self.state == 'validated': |
|||
self.tax_shelter_certificates.unlink() |
|||
self.state = 'draft' |
|||
|
|||
|
|||
class TaxShelterCertificate(models.Model): |
|||
_name = "tax.shelter.certificate" |
|||
_description = "Tax Shelter Certificate" |
|||
_order = "cooperator_number asc" |
|||
|
|||
cooperator_number = fields.Integer(string='Cooperator number', |
|||
required=True, |
|||
readonly=True) |
|||
partner_id = fields.Many2one('res.partner', string='Cooperator', |
|||
required=True, readonly=True) |
|||
state = fields.Selection([('draft', 'Draft'), |
|||
('validated', 'Validated'), |
|||
('no_eligible', 'No eligible'), |
|||
('sent', 'Sent')], |
|||
string='State', required=True, default="draft") |
|||
declaration_id = fields.Many2one('tax.shelter.declaration', |
|||
string='Declaration', required=True, |
|||
readonly=True, ondelete="restrict") |
|||
lines = fields.One2many('certificate.line', |
|||
'tax_shelter_certificate', |
|||
string='Certificate lines', readonly=True) |
|||
previously_subscribed_lines = fields.One2many(compute='_compute_certificate_lines', |
|||
comodel_name='certificate.line', |
|||
string='Previously Subscribed lines', |
|||
readonly=True) |
|||
previously_subscribed_eligible_lines = fields.One2many( |
|||
compute='_compute_certificate_lines', |
|||
comodel_name='certificate.line', |
|||
string='Previously Subscribed eligible lines', |
|||
readonly=True) |
|||
subscribed_lines = fields.One2many(compute='_compute_certificate_lines', |
|||
comodel_name='certificate.line', |
|||
string='Shares subscribed', |
|||
readonly=True) |
|||
resold_lines = fields.One2many(compute='_compute_certificate_lines', |
|||
comodel_name='certificate.line', |
|||
string='Shares resold', |
|||
readonly=True) |
|||
transfered_lines = fields.One2many(compute='_compute_certificate_lines', |
|||
comodel_name='certificate.line', |
|||
string='Shares transfered', |
|||
readonly=True) |
|||
total_amount_previously_subscribed = fields.Float(compute='_compute_amounts', |
|||
string='Total previously subscribed') |
|||
total_amount_eligible_previously_subscribed = fields.Float(compute='_compute_amounts', |
|||
string='Total eligible previously subscribed') |
|||
total_amount_subscribed = fields.Float(compute='_compute_amounts', |
|||
string='Total subscribed') |
|||
total_amount_eligible = fields.Float(compute='_compute_amounts', |
|||
string='Total amount eligible To Tax shelter') |
|||
total_amount_resold = fields.Float(compute='_compute_amounts', |
|||
string='Total resold') |
|||
total_amount_transfered = fields.Float(compute='_compute_amounts', |
|||
string='Total transfered') |
|||
total_amount = fields.Float(compute='_compute_amounts', |
|||
string='Total', readonly=True) |
|||
company_id = fields.Many2one(related="declaration_id.company_id", |
|||
string="Company") |
|||
|
|||
def generate_pdf_report(self, report_type): |
|||
report, name = REPORT_DIC[report_type] |
|||
report = self.env.ref(report).render_qweb_pdf(self) |
|||
report = base64.b64encode(report) |
|||
report_name = self.partner_id.name + ' ' + name + ' ' + self.declaration_id.name + '.pdf' |
|||
|
|||
return (report_name, report) |
|||
|
|||
def generate_certificates_report(self): |
|||
attachments = [] |
|||
if self.total_amount_eligible > 0: |
|||
attachments.append(self.generate_pdf_report('subscription')) |
|||
if self.partner_id.total_value > 0: |
|||
attachments.append(self.generate_pdf_report('shares')) |
|||
# if self.total_amount_resold > 0 or self.total_amount_transfered > 0: |
|||
# TODO |
|||
return attachments |
|||
|
|||
@api.multi |
|||
def send_certificates(self): |
|||
tax_shelter_mail_template = self.env.ref('easy_my_coop_taxshelter_report.email_template_tax_shelter_certificate', False) |
|||
for certificate in self: |
|||
if certificate.total_amount_eligible + certificate.total_amount_eligible_previously_subscribed > 0: |
|||
attachments = certificate.generate_certificates_report() |
|||
if len(attachments) > 0: |
|||
tax_shelter_mail_template.send_mail_with_multiple_attachments(certificate.id, attachments,True) |
|||
certificate.state = 'sent' |
|||
else: |
|||
certificate.state = 'no_eligible' |
|||
self.env.cr.commit() |
|||
|
|||
@api.multi |
|||
def print_subscription_certificate(self): |
|||
self.ensure_one() |
|||
report, name = REPORT_DIC['subscription'] |
|||
return self.env.ref(report).report_action(self) |
|||
|
|||
@api.multi |
|||
def print_shares_certificate(self): |
|||
self.ensure_one() |
|||
report, name = REPORT_DIC['shares'] |
|||
return self.env.ref(report).report_action(self) |
|||
|
|||
@api.multi |
|||
def _compute_amounts(self): |
|||
for certificate in self: |
|||
total_amount_previously_subscribed = 0 |
|||
total_amount_previously_eligible = 0 |
|||
total_amount_subscribed = 0 |
|||
total_amount_elligible = 0 |
|||
total_amount_transfered = 0 |
|||
total_amount_resold = 0 |
|||
|
|||
for line in certificate.subscribed_lines: |
|||
total_amount_subscribed += line.amount_subscribed |
|||
total_amount_elligible += line.amount_subscribed_eligible |
|||
certificate.total_amount_subscribed = total_amount_subscribed |
|||
certificate.total_amount_eligible = total_amount_elligible |
|||
|
|||
for line in certificate.previously_subscribed_eligible_lines: |
|||
total_amount_previously_eligible += line.amount_subscribed_eligible |
|||
certificate.total_amount_eligible_previously_subscribed = total_amount_previously_eligible |
|||
|
|||
for line in certificate.previously_subscribed_lines: |
|||
total_amount_previously_subscribed += line.amount_subscribed |
|||
certificate.total_amount_previously_subscribed = total_amount_previously_subscribed |
|||
|
|||
for line in certificate.transfered_lines: |
|||
total_amount_transfered += line.amount_transfered |
|||
certificate.total_amount_transfered = total_amount_transfered |
|||
|
|||
for line in certificate.resold_lines: |
|||
total_amount_resold += line.amount_resold |
|||
certificate.total_amount_resold = total_amount_resold |
|||
certificate.total_amount = certificate.total_amount_previously_subscribed + certificate.total_amount_subscribed + certificate.total_amount_resold + certificate.total_amount_transfered |
|||
|
|||
@api.depends('lines') |
|||
def _compute_certificate_lines(self): |
|||
for certificate in self: |
|||
certificate.previously_subscribed_lines = certificate.lines.filtered(lambda r: r.type == 'subscribed' and r.transaction_date < certificate.declaration_id.date_from) |
|||
certificate.previously_subscribed_eligible_lines = certificate.lines.filtered(lambda r: r.type == 'subscribed' and r.transaction_date < certificate.declaration_id.date_from and r.tax_shelter) |
|||
certificate.subscribed_lines = certificate.lines.filtered(lambda r: r.type == 'subscribed' and r.transaction_date >= certificate.declaration_id.date_from and r.transaction_date <= certificate.declaration_id.date_to) |
|||
certificate.resold_lines = certificate.lines.filtered(lambda r: r.type == 'resold' and r.transaction_date >= certificate.declaration_id.date_from and r.transaction_date <= certificate.declaration_id.date_to) |
|||
certificate.transfered_lines = certificate.lines.filtered(lambda r: r.type == 'transfered' and r.transaction_date >= certificate.declaration_id.date_from and r.transaction_date <= certificate.declaration_id.date_to) |
|||
|
|||
@api.model |
|||
def batch_send_tax_shelter_certificate(self): |
|||
certificates = self.search([('state', '=', 'validated')], limit=80) |
|||
certificates.send_certificates() |
|||
|
|||
|
|||
class TaxShelterCertificateLine(models.Model): |
|||
|
|||
_name = "certificate.line" |
|||
_description = "Tax Shelter Certificate Line" |
|||
|
|||
declaration_id = fields.Many2one(related='tax_shelter_certificate.declaration_id', |
|||
string="Declaration") |
|||
tax_shelter_certificate = fields.Many2one('tax.shelter.certificate', |
|||
string="Tax shelter certificate", |
|||
ondelete='cascade', |
|||
required=True) |
|||
share_type = fields.Many2one('product.product', |
|||
string='Share type', |
|||
required=True, |
|||
readonly=True) |
|||
share_unit_price = fields.Float(string='Share price', |
|||
required=True, |
|||
readonly=True) |
|||
quantity = fields.Integer(string='Number of shares', |
|||
required=True, |
|||
readonly=True) |
|||
transaction_date = fields.Date(string="Transaction date") |
|||
tax_shelter = fields.Boolean(string="Tax shelter eligible", readonly=True) |
|||
type = fields.Selection([('subscribed', 'Subscribed'), |
|||
('resold', 'Resold'), |
|||
('transfered', 'Transfered'), |
|||
('kept', 'Kept')], |
|||
required=True, readonly=True) |
|||
amount_subscribed = fields.Float(compute='_compute_totals', |
|||
string='Amount subscribed', |
|||
store=True) |
|||
amount_subscribed_eligible = fields.Float(compute='_compute_totals', |
|||
string='Amount subscribed eligible', |
|||
store=True) |
|||
amount_resold = fields.Float(compute='_compute_totals', |
|||
string='Amount resold', |
|||
store=True) |
|||
amount_transfered = fields.Float(compute='_compute_totals', |
|||
string='Amount transfered', |
|||
store=True) |
|||
share_short_name = fields.Char(string='Share type name', readonly=True) |
|||
capital_before_sub = fields.Float(string="Capital before subscription", |
|||
readonly=True) |
|||
capital_after_sub = fields.Float(string="Capital after subscription", |
|||
readonly=True) |
|||
capital_limit = fields.Float(string="Capital limit", readonly=True) |
|||
|
|||
@api.multi |
|||
@api.depends('quantity', 'share_unit_price') |
|||
def _compute_totals(self): |
|||
for line in self: |
|||
if line.type == 'subscribed': |
|||
line.amount_subscribed = line.share_unit_price * line.quantity |
|||
if line.type == 'subscribed' and line.tax_shelter: |
|||
if (line.capital_before_sub < line.capital_limit |
|||
and line.capital_after_sub >= line.capital_limit): |
|||
line.amount_subscribed_eligible = ( |
|||
line.capital_limit - line.capital_before_sub |
|||
) |
|||
elif (line.capital_before_sub < line.capital_limit |
|||
and line.capital_after_sub <= line.capital_limit): |
|||
line.amount_subscribed_eligible = ( |
|||
line.share_unit_price * line.quantity |
|||
) |
|||
elif line.capital_before_sub >= line.capital_limit: |
|||
line.amount_subscribed_eligible = 0 |
|||
if line.type == 'resold': |
|||
line.amount_resold = line.share_unit_price * -(line.quantity) |
|||
if line.type == 'transfered': |
|||
line.amount_transfered = ( |
|||
line.share_unit_price * -(line.quantity) |
|||
) |
|||
@ -1,24 +1,23 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
|
|||
<data noupdate="0"> |
|||
<report |
|||
id="action_tax_shelter_subscription_report" |
|||
model="tax.shelter.certificate" |
|||
string="Tax shelter subscription report" |
|||
report_type="qweb-pdf" |
|||
name="easy_my_coop_taxshelter_report.tax_shelter_subscription_report" |
|||
file="easy_my_coop_taxshelter_report.tax_shelter_subscription_report.xml" |
|||
multi="True" |
|||
menu="True"/> |
|||
<report |
|||
id="action_tax_shelter_shares_report" |
|||
model="tax.shelter.certificate" |
|||
string="Tax shelter shares report" |
|||
report_type="qweb-pdf" |
|||
name="easy_my_coop_taxshelter_report.tax_shelter_shares_report" |
|||
file="easy_my_coop_taxshelter_report.tax_shelter_shares_report.xml" |
|||
multi="True" |
|||
menu="True"/> |
|||
</data> |
|||
</odoo> |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<data noupdate="0"> |
|||
<report |
|||
id="action_tax_shelter_subscription_report" |
|||
model="tax.shelter.certificate" |
|||
string="Tax shelter subscription report" |
|||
report_type="qweb-pdf" |
|||
name="easy_my_coop_taxshelter_report.tax_shelter_subscription_report" |
|||
file="easy_my_coop_taxshelter_report.tax_shelter_subscription_report.xml" |
|||
multi="True" |
|||
menu="True"/> |
|||
<report |
|||
id="action_tax_shelter_shares_report" |
|||
model="tax.shelter.certificate" |
|||
string="Tax shelter shares report" |
|||
report_type="qweb-pdf" |
|||
name="easy_my_coop_taxshelter_report.tax_shelter_shares_report" |
|||
file="easy_my_coop_taxshelter_report.tax_shelter_shares_report.xml" |
|||
multi="True" |
|||
menu="True"/> |
|||
</data> |
|||
</odoo> |
|||
@ -1,81 +1,81 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<template id="tax_shelter_report_resold_document"> |
|||
<t t-call="web.external_layout"> |
|||
<t t-set="address"> |
|||
<address t-field="o.partner_id" t-options='{"widget": "contact", "fields": ["address", "name"], "no_marker": True}' /> |
|||
<div t-if="o.partner_id.cooperator_register_number"> |
|||
Numéro de coopérateur : <span t-field="o.partner_id.cooperator_register_number"/> |
|||
</div> |
|||
</t> |
|||
<div class="page mt32" style="font-size: 10px !important;"> |
|||
|
|||
<h2 style="font-size: 3em;"> |
|||
<span>Déclaration Tax Shelter</span><br/> |
|||
<small>Attestation concernant une des quatre années suivant l’acquisition de parts</small> |
|||
</h2> |
|||
|
|||
<p> |
|||
Cher membre, |
|||
</p> |
|||
|
|||
<p> |
|||
A la date du <span t-field="o.partner_id.effective_date"/>, vous êtes devenu coopérateur de <span t-field="o.company_id.name"/>. |
|||
</p> |
|||
|
|||
<p> |
|||
Cette lettre confirme qu’en date du <span t-field="o.declaration_id.date_to"/>, vous êtes toujours en possession de parts de <span t-field="o.company_id.name"/> |
|||
pour un montant total de <span t-field="o.partner_id.total_value" t-field-options='{"widget": "monetary", "display_currency": "res_company.currency_id"}'/> euros et que la condition prévue à l’article 145(26), $3, alinéa 2, CIR92 est remplie. |
|||
</p> |
|||
|
|||
<p> |
|||
L' Article 145/26, CIR 92 sur les revenus <span t-field="o.declaration_id.fiscal_year"/>, connu aussi comme normative Tax Shelter, donnent droit à une réduction d’impôt à hauteur de  <span t-field="o.declaration_id.tax_shelter_percentage"/> du montant de la valeur des parts souscrites depuis <span t-field="o.declaration_id.month_from"/> (et avant <span t-field="o.declaration_id.month_to"/> pour la déclaration des revenus  <span t-field="o.declaration_id.fiscal_year"/>). |
|||
</p> |
|||
|
|||
<p> |
|||
Cette lettre vaut donc comme certificat que <span t-field="o.company_id.name"/> remplit en effet tous les critères permettant un tel avantage fiscal. Dans les grandes lignes il faut être une micro-entreprise n’ayant encore jamais distribué de dividende et qui n'est pas issue d’une fusion ou scission de sociétés et qui répond à au moins deux des trois critères suivants : |
|||
<ul> |
|||
<li>le total du bilan est inférieur ou égal à 350.000 euros ;</li> |
|||
<li>le chiffre d’affaires, hors taxe sur la valeur ajoutée, est inférieur ou égal à 700.000 euros ;</li> |
|||
<li>la moyenne des travailleurs occupés pendant l’année est inférieure ou égale à 10.</li> |
|||
</ul> |
|||
</p> |
|||
|
|||
<p> |
|||
Le maintien de la réduction d’impôt n’est possible que si l'investisseur conserve les parts de la coopérative pendant 4 ans au minimum, sauf si la sortie est imposée par des conditions extérieures (telles que la faillite, par exemple). En cas de sortie volontaire avant la période de 4 ans, l’avantage fiscal devra être remboursé au prorata du nombre de mois entre la sortie et les 4 ans. La coopérative s’engage à fournir pour chacune des quatre années suivant l’année d’acquisition une attestation certifiant que ces parts sont toujours en possession du souscripteur. |
|||
</p> |
|||
|
|||
<p> |
|||
L’apport de capitaux par le chef d’entreprise lui-même ou par des administrateurs existants de la société ne permet pas de bénéficier du tax shelter. |
|||
</p> |
|||
|
|||
<p> |
|||
Pour bénéficier de la réduction d’impôts, vous pouvez joindre cette lettre à votre déclaration fiscale pour les revenus <span t-field="o.declaration_id.fiscal_year"/>. |
|||
</p> |
|||
|
|||
<p> |
|||
Pour toute information complémentaire, consultez le texte de l’Arrêté Royale. |
|||
</p> |
|||
|
|||
<p> |
|||
Pour le Conseil d'administration de <span t-field="o.company_id.name"/>,<br/> |
|||
<strong t-field="o.company_id.board_representative"/><br/> |
|||
<img t-if="o.company_id.signature_scan" |
|||
t-attf-class="mt16" |
|||
t-attf-style="{{ 'min-height: 50px; max-height: 100px' if report_type == 'pdf' else '' }}" |
|||
t-att-src="'data:image/png;base64,%s' % o.company_id.signature_scan.decode()" |
|||
/> |
|||
</p> |
|||
|
|||
</div> |
|||
</t> |
|||
</template> |
|||
|
|||
<template id="tax_shelter_resold_report"> |
|||
<t t-call="web.html_container"> |
|||
<t t-foreach="docs" t-as="o"> |
|||
<t t-call="easy_my_coop_taxshelter_report.tax_shelter_report_shares_document" t-lang="o.partner_id.lang"/> |
|||
</t> |
|||
</t> |
|||
</template> |
|||
</odoo> |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<template id="tax_shelter_report_resold_document"> |
|||
<t t-call="web.external_layout"> |
|||
<t t-set="address"> |
|||
<address t-field="o.partner_id" t-options='{"widget": "contact", "fields": ["address", "name"], "no_marker": True}' /> |
|||
<div t-if="o.partner_id.cooperator_register_number"> |
|||
Numéro de coopérateur : <span t-field="o.partner_id.cooperator_register_number"/> |
|||
</div> |
|||
</t> |
|||
<div class="page mt32" style="font-size: 10px !important;"> |
|||
|
|||
<h2 style="font-size: 3em;"> |
|||
<span>Déclaration Tax Shelter</span><br/> |
|||
<small>Attestation concernant une des quatre années suivant l’acquisition de parts</small> |
|||
</h2> |
|||
|
|||
<p> |
|||
Cher membre, |
|||
</p> |
|||
|
|||
<p> |
|||
A la date du <span t-field="o.partner_id.effective_date"/>, vous êtes devenu coopérateur de <span t-field="o.company_id.name"/>. |
|||
</p> |
|||
|
|||
<p> |
|||
Cette lettre confirme qu’en date du <span t-field="o.declaration_id.date_to"/>, vous êtes toujours en possession de parts de <span t-field="o.company_id.name"/> |
|||
pour un montant total de <span t-field="o.partner_id.total_value" t-field-options='{"widget": "monetary", "display_currency": "res_company.currency_id"}'/> euros et que la condition prévue à l’article 145(26), $3, alinéa 2, CIR92 est remplie. |
|||
</p> |
|||
|
|||
<p> |
|||
L' Article 145/26, CIR 92 sur les revenus <span t-field="o.declaration_id.fiscal_year"/>, connu aussi comme normative Tax Shelter, donnent droit à une réduction d’impôt à hauteur de  <span t-field="o.declaration_id.tax_shelter_percentage"/> du montant de la valeur des parts souscrites depuis <span t-field="o.declaration_id.month_from"/> (et avant <span t-field="o.declaration_id.month_to"/> pour la déclaration des revenus  <span t-field="o.declaration_id.fiscal_year"/>). |
|||
</p> |
|||
|
|||
<p> |
|||
Cette lettre vaut donc comme certificat que <span t-field="o.company_id.name"/> remplit en effet tous les critères permettant un tel avantage fiscal. Dans les grandes lignes il faut être une micro-entreprise n’ayant encore jamais distribué de dividende et qui n'est pas issue d’une fusion ou scission de sociétés et qui répond à au moins deux des trois critères suivants : |
|||
<ul> |
|||
<li>le total du bilan est inférieur ou égal à 350.000 euros ;</li> |
|||
<li>le chiffre d’affaires, hors taxe sur la valeur ajoutée, est inférieur ou égal à 700.000 euros ;</li> |
|||
<li>la moyenne des travailleurs occupés pendant l’année est inférieure ou égale à 10.</li> |
|||
</ul> |
|||
</p> |
|||
|
|||
<p> |
|||
Le maintien de la réduction d’impôt n’est possible que si l'investisseur conserve les parts de la coopérative pendant 4 ans au minimum, sauf si la sortie est imposée par des conditions extérieures (telles que la faillite, par exemple). En cas de sortie volontaire avant la période de 4 ans, l’avantage fiscal devra être remboursé au prorata du nombre de mois entre la sortie et les 4 ans. La coopérative s’engage à fournir pour chacune des quatre années suivant l’année d’acquisition une attestation certifiant que ces parts sont toujours en possession du souscripteur. |
|||
</p> |
|||
|
|||
<p> |
|||
L’apport de capitaux par le chef d’entreprise lui-même ou par des administrateurs existants de la société ne permet pas de bénéficier du tax shelter. |
|||
</p> |
|||
|
|||
<p> |
|||
Pour bénéficier de la réduction d’impôts, vous pouvez joindre cette lettre à votre déclaration fiscale pour les revenus <span t-field="o.declaration_id.fiscal_year"/>. |
|||
</p> |
|||
|
|||
<p> |
|||
Pour toute information complémentaire, consultez le texte de l’Arrêté Royale. |
|||
</p> |
|||
|
|||
<p> |
|||
Pour le Conseil d'administration de <span t-field="o.company_id.name"/>,<br/> |
|||
<strong t-field="o.company_id.board_representative"/><br/> |
|||
<img t-if="o.company_id.signature_scan" |
|||
t-attf-class="mt16" |
|||
t-attf-style="{{ 'min-height: 50px; max-height: 100px' if report_type == 'pdf' else '' }}" |
|||
t-att-src="'data:image/png;base64,%s' % o.company_id.signature_scan.decode()" |
|||
/> |
|||
</p> |
|||
|
|||
</div> |
|||
</t> |
|||
</template> |
|||
|
|||
<template id="tax_shelter_resold_report"> |
|||
<t t-call="web.html_container"> |
|||
<t t-foreach="docs" t-as="o"> |
|||
<t t-call="easy_my_coop_taxshelter_report.tax_shelter_report_shares_document" t-lang="o.partner_id.lang"/> |
|||
</t> |
|||
</t> |
|||
</template> |
|||
</odoo> |
|||
@ -1,133 +1,133 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<template id="tax_shelter_report_shares_document"> |
|||
<t t-call="web.external_layout"> |
|||
<t t-set="address"> |
|||
<address t-field="o.partner_id" t-options='{"widget": "contact", "fields": ["address", "name"], "no_marker": True}' /> |
|||
<div t-if="o.partner_id.cooperator_register_number"> |
|||
Numéro de coopérateur : <span t-field="o.partner_id.cooperator_register_number"/> |
|||
</div> |
|||
</t> |
|||
<div class="page mt32" style="font-size: 10px !important;"> |
|||
|
|||
<h2 style="font-size: 3em;"> |
|||
<span>Déclaration Tax Shelter</span><br/> |
|||
<small>Attestation concernant une des quatre années suivant l’acquisition de parts</small> |
|||
</h2> |
|||
|
|||
<p> |
|||
Cher membre, |
|||
</p> |
|||
|
|||
<p> |
|||
A la date du <span t-field="o.partner_id.effective_date"/>, vous êtes devenu coopérateur de <span t-field="o.company_id.name"/>. |
|||
</p> |
|||
|
|||
<p> |
|||
Cette lettre confirme qu’en date du <span t-field="o.declaration_id.date_to"/>, vous êtes toujours en possession de parts de <span t-field="o.company_id.name"/> |
|||
pour un montant total de <span t-field="o.partner_id.total_value" t-field-options='{"widget": "monetary", "display_currency": "res_company.currency_id"}'/> euros et que la condition prévue à l’article 145(26), $3, alinéa 2, CIR92 est remplie. |
|||
</p> |
|||
|
|||
<table class="table table-sm o_main_table" name="taxshelter_line_table"> |
|||
<thead> |
|||
<tr> |
|||
<th>Type</th> |
|||
<th>Capital before</th> |
|||
<th>Capital after</th> |
|||
<th>Tax shelter eligible</th> |
|||
<th>Date</th> |
|||
<th>Amount</th> |
|||
<th>Amount ligible</th> |
|||
</tr> |
|||
</thead> |
|||
<tbody class="invoice_tbody"> |
|||
<tr t-foreach="o.previously_subscribed_lines" t-as="l"> |
|||
<td><span t-field="l.type"/></td> |
|||
<td><span t-field="l.capital_before_sub"/></td> |
|||
<td><span t-field="l.capital_after_sub"/></td> |
|||
<td><span t-if="l.tax_shelter">Oui</span><span t-else="">Non</span></td> |
|||
<td><span t-field="l.transaction_date"/></td> |
|||
<td><span t-field="l.amount_subscribed"/></td> |
|||
<td><span t-field="l.amount_subscribed_eligible"/></td> |
|||
</tr> |
|||
<tr t-foreach="o.subscribed_lines" t-as="l"> |
|||
<td><span t-field="l.type"/></td> |
|||
<td><span t-field="l.capital_before_sub"/></td> |
|||
<td><span t-field="l.capital_after_sub"/></td> |
|||
<td><span t-if="l.tax_shelter">Oui</span><span t-else="">Non</span></td> |
|||
<td><span t-field="l.transaction_date"/></td> |
|||
<td><span t-field="l.amount_subscribed"/></td> |
|||
<td><span t-field="l.amount_subscribed_eligible"/></td> |
|||
</tr> |
|||
<tr t-foreach="o.resold_lines" t-as="l"> |
|||
<td><span t-field="l.type"/></td> |
|||
<td></td> |
|||
<td></td> |
|||
<td></td> |
|||
<td><span t-field="l.transaction_date"/></td> |
|||
<td><span t-field="l.amount_resold"/></td> |
|||
<td></td> |
|||
</tr> |
|||
<tr t-foreach="o.transfered_lines" t-as="l"> |
|||
<td><span t-field="l.type"/></td> |
|||
<td></td> |
|||
<td></td> |
|||
<td></td> |
|||
<td><span t-field="l.transaction_date"/></td> |
|||
<td><span t-field="l.amount_transfered"/></td> |
|||
<td></td> |
|||
</tr> |
|||
</tbody> |
|||
</table> |
|||
|
|||
<p> |
|||
L' Article 145/26, CIR 92 sur les revenus <span t-field="o.declaration_id.fiscal_year"/>, connu aussi comme normative Tax Shelter, donnent droit à une réduction d’impôt à hauteur de  <span t-field="o.declaration_id.tax_shelter_percentage"/> du montant de la valeur des parts souscrites depuis <span t-field="o.declaration_id.month_from"/> (et avant <span t-field="o.declaration_id.month_to"/> pour la déclaration des revenus  <span t-field="o.declaration_id.fiscal_year"/>). |
|||
</p> |
|||
|
|||
<p> |
|||
Cette lettre vaut donc comme certificat que <span t-field="o.company_id.name"/> remplit en effet tous les critères permettant un tel avantage fiscal. Dans les grandes lignes il faut être une micro-entreprise n’ayant encore jamais distribué de dividende et qui n'est pas issue d’une fusion ou scission de sociétés et qui répond à au moins deux des trois critères suivants : |
|||
<ul> |
|||
<li>le total du bilan est inférieur ou égal à 350.000 euros ;</li> |
|||
<li>le chiffre d’affaires, hors taxe sur la valeur ajoutée, est inférieur ou égal à 700.000 euros ;</li> |
|||
<li>la moyenne des travailleurs occupés pendant l’année est inférieure ou égale à 10.</li> |
|||
</ul> |
|||
</p> |
|||
|
|||
<p> |
|||
Le maintien de la réduction d’impôt n’est possible que si l'investisseur conserve les parts de la coopérative pendant 4 ans au minimum, sauf si la sortie est imposée par des conditions extérieures (telles que la faillite, par exemple). En cas de sortie volontaire avant la période de 4 ans, l’avantage fiscal devra être remboursé au prorata du nombre de mois entre la sortie et les 4 ans. La coopérative s’engage à fournir pour chacune des quatre années suivant l’année d’acquisition une attestation certifiant que ces parts sont toujours en possession du souscripteur. |
|||
</p> |
|||
|
|||
<p> |
|||
L’apport de capitaux par le chef d’entreprise lui-même ou par des administrateurs existants de la société ne permet pas de bénéficier du tax shelter. |
|||
</p> |
|||
|
|||
<p> |
|||
Pour bénéficier de la réduction d’impôts, vous pouvez joindre cette lettre à votre déclaration fiscale pour les revenus <span t-field="o.declaration_id.fiscal_year"/>. |
|||
</p> |
|||
|
|||
<p> |
|||
Pour toute information complémentaire, consultez le texte de l’Arrêté Royale. |
|||
</p> |
|||
|
|||
<p> |
|||
Pour le Conseil d'administration de <span t-field="o.company_id.name"/>,<br/> |
|||
<strong t-field="o.company_id.board_representative"/><br/> |
|||
<img t-if="o.company_id.signature_scan" |
|||
t-attf-class="mt16" |
|||
t-attf-style="{{ 'min-height: 50px; max-height: 100px' if report_type == 'pdf' else '' }}" |
|||
t-att-src="'data:image/png;base64,%s' % o.company_id.signature_scan.decode()" |
|||
/> |
|||
</p> |
|||
|
|||
</div> |
|||
</t> |
|||
</template> |
|||
|
|||
<template id="tax_shelter_shares_report"> |
|||
<t t-call="web.html_container"> |
|||
<t t-foreach="docs" t-as="o"> |
|||
<t t-call="easy_my_coop_taxshelter_report.tax_shelter_report_shares_document" t-lang="o.partner_id.lang"/> |
|||
</t> |
|||
</t> |
|||
</template> |
|||
</odoo> |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<template id="tax_shelter_report_shares_document"> |
|||
<t t-call="web.external_layout"> |
|||
<t t-set="address"> |
|||
<address t-field="o.partner_id" t-options='{"widget": "contact", "fields": ["address", "name"], "no_marker": True}' /> |
|||
<div t-if="o.partner_id.cooperator_register_number"> |
|||
Numéro de coopérateur : <span t-field="o.partner_id.cooperator_register_number"/> |
|||
</div> |
|||
</t> |
|||
<div class="page mt32" style="font-size: 10px !important;"> |
|||
|
|||
<h2 style="font-size: 3em;"> |
|||
<span>Déclaration Tax Shelter</span><br/> |
|||
<small>Attestation concernant une des quatre années suivant l’acquisition de parts</small> |
|||
</h2> |
|||
|
|||
<p> |
|||
Cher membre, |
|||
</p> |
|||
|
|||
<p> |
|||
A la date du <span t-field="o.partner_id.effective_date"/>, vous êtes devenu coopérateur de <span t-field="o.company_id.name"/>. |
|||
</p> |
|||
|
|||
<p> |
|||
Cette lettre confirme qu’en date du <span t-field="o.declaration_id.date_to"/>, vous êtes toujours en possession de parts de <span t-field="o.company_id.name"/> |
|||
pour un montant total de <span t-field="o.partner_id.total_value" t-field-options='{"widget": "monetary", "display_currency": "res_company.currency_id"}'/> euros et que la condition prévue à l’article 145(26), $3, alinéa 2, CIR92 est remplie. |
|||
</p> |
|||
|
|||
<table class="table table-sm o_main_table" name="taxshelter_line_table"> |
|||
<thead> |
|||
<tr> |
|||
<th>Type</th> |
|||
<th>Capital before</th> |
|||
<th>Capital after</th> |
|||
<th>Tax shelter eligible</th> |
|||
<th>Date</th> |
|||
<th>Amount</th> |
|||
<th>Amount ligible</th> |
|||
</tr> |
|||
</thead> |
|||
<tbody class="invoice_tbody"> |
|||
<tr t-foreach="o.previously_subscribed_lines" t-as="l"> |
|||
<td><span t-field="l.type"/></td> |
|||
<td><span t-field="l.capital_before_sub"/></td> |
|||
<td><span t-field="l.capital_after_sub"/></td> |
|||
<td><span t-if="l.tax_shelter">Oui</span><span t-else="">Non</span></td> |
|||
<td><span t-field="l.transaction_date"/></td> |
|||
<td><span t-field="l.amount_subscribed"/></td> |
|||
<td><span t-field="l.amount_subscribed_eligible"/></td> |
|||
</tr> |
|||
<tr t-foreach="o.subscribed_lines" t-as="l"> |
|||
<td><span t-field="l.type"/></td> |
|||
<td><span t-field="l.capital_before_sub"/></td> |
|||
<td><span t-field="l.capital_after_sub"/></td> |
|||
<td><span t-if="l.tax_shelter">Oui</span><span t-else="">Non</span></td> |
|||
<td><span t-field="l.transaction_date"/></td> |
|||
<td><span t-field="l.amount_subscribed"/></td> |
|||
<td><span t-field="l.amount_subscribed_eligible"/></td> |
|||
</tr> |
|||
<tr t-foreach="o.resold_lines" t-as="l"> |
|||
<td><span t-field="l.type"/></td> |
|||
<td></td> |
|||
<td></td> |
|||
<td></td> |
|||
<td><span t-field="l.transaction_date"/></td> |
|||
<td><span t-field="l.amount_resold"/></td> |
|||
<td></td> |
|||
</tr> |
|||
<tr t-foreach="o.transfered_lines" t-as="l"> |
|||
<td><span t-field="l.type"/></td> |
|||
<td></td> |
|||
<td></td> |
|||
<td></td> |
|||
<td><span t-field="l.transaction_date"/></td> |
|||
<td><span t-field="l.amount_transfered"/></td> |
|||
<td></td> |
|||
</tr> |
|||
</tbody> |
|||
</table> |
|||
|
|||
<p> |
|||
L' Article 145/26, CIR 92 sur les revenus <span t-field="o.declaration_id.fiscal_year"/>, connu aussi comme normative Tax Shelter, donnent droit à une réduction d’impôt à hauteur de  <span t-field="o.declaration_id.tax_shelter_percentage"/> du montant de la valeur des parts souscrites depuis <span t-field="o.declaration_id.month_from"/> (et avant <span t-field="o.declaration_id.month_to"/> pour la déclaration des revenus  <span t-field="o.declaration_id.fiscal_year"/>). |
|||
</p> |
|||
|
|||
<p> |
|||
Cette lettre vaut donc comme certificat que <span t-field="o.company_id.name"/> remplit en effet tous les critères permettant un tel avantage fiscal. Dans les grandes lignes il faut être une micro-entreprise n’ayant encore jamais distribué de dividende et qui n'est pas issue d’une fusion ou scission de sociétés et qui répond à au moins deux des trois critères suivants : |
|||
<ul> |
|||
<li>le total du bilan est inférieur ou égal à 350.000 euros ;</li> |
|||
<li>le chiffre d’affaires, hors taxe sur la valeur ajoutée, est inférieur ou égal à 700.000 euros ;</li> |
|||
<li>la moyenne des travailleurs occupés pendant l’année est inférieure ou égale à 10.</li> |
|||
</ul> |
|||
</p> |
|||
|
|||
<p> |
|||
Le maintien de la réduction d’impôt n’est possible que si l'investisseur conserve les parts de la coopérative pendant 4 ans au minimum, sauf si la sortie est imposée par des conditions extérieures (telles que la faillite, par exemple). En cas de sortie volontaire avant la période de 4 ans, l’avantage fiscal devra être remboursé au prorata du nombre de mois entre la sortie et les 4 ans. La coopérative s’engage à fournir pour chacune des quatre années suivant l’année d’acquisition une attestation certifiant que ces parts sont toujours en possession du souscripteur. |
|||
</p> |
|||
|
|||
<p> |
|||
L’apport de capitaux par le chef d’entreprise lui-même ou par des administrateurs existants de la société ne permet pas de bénéficier du tax shelter. |
|||
</p> |
|||
|
|||
<p> |
|||
Pour bénéficier de la réduction d’impôts, vous pouvez joindre cette lettre à votre déclaration fiscale pour les revenus <span t-field="o.declaration_id.fiscal_year"/>. |
|||
</p> |
|||
|
|||
<p> |
|||
Pour toute information complémentaire, consultez le texte de l’Arrêté Royale. |
|||
</p> |
|||
|
|||
<p> |
|||
Pour le Conseil d'administration de <span t-field="o.company_id.name"/>,<br/> |
|||
<strong t-field="o.company_id.board_representative"/><br/> |
|||
<img t-if="o.company_id.signature_scan" |
|||
t-attf-class="mt16" |
|||
t-attf-style="{{ 'min-height: 50px; max-height: 100px' if report_type == 'pdf' else '' }}" |
|||
t-att-src="'data:image/png;base64,%s' % o.company_id.signature_scan.decode()" |
|||
/> |
|||
</p> |
|||
|
|||
</div> |
|||
</t> |
|||
</template> |
|||
|
|||
<template id="tax_shelter_shares_report"> |
|||
<t t-call="web.html_container"> |
|||
<t t-foreach="docs" t-as="o"> |
|||
<t t-call="easy_my_coop_taxshelter_report.tax_shelter_report_shares_document" t-lang="o.partner_id.lang"/> |
|||
</t> |
|||
</t> |
|||
</template> |
|||
</odoo> |
|||
@ -1,110 +1,110 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<template id="tax_shelter_report_subscription_document"> |
|||
<t t-call="web.external_layout"> |
|||
<t t-set="address"> |
|||
<address t-field="o.partner_id" t-options='{"widget": "contact", "fields": ["address", "name"], "no_marker": True}' /> |
|||
<div t-if="o.partner_id.cooperator_register_number"> |
|||
Numéro de coopérateur : <span t-field="o.partner_id.cooperator_register_number"/> |
|||
</div> |
|||
</t> |
|||
<div class="page mt32" style="font-size: 10px !important;"> |
|||
|
|||
<h2 style="font-size: 3em;"> |
|||
<span>Déclaration Tax Shelter</span> |
|||
</h2> |
|||
|
|||
<p> |
|||
Cher membre, |
|||
</p> |
|||
|
|||
<p> |
|||
Durant l'année <span t-field="o.declaration_id.fiscal_year"/> vous avez souscrit des parts de la <span t-field="o.company_id.name"/>. pour un montant total de |
|||
<span t-field="o.total_amount_subscribed" t-field-options='{"widget": "monetary", "display_currency": "res_company.currency_id"}'/> euros.<br/> |
|||
Le montant éligible pour le Tax shelter est de <span t-field="o.total_amount_eligible" t-field-options='{"widget": "monetary", "display_currency": "res_company.currency_id"}'/> euros.<br/> |
|||
</p> |
|||
|
|||
<table class="table table-sm o_main_table" name="taxshelter_line_table"> |
|||
<thead> |
|||
<tr> |
|||
<th>Type</th> |
|||
<th>Capital before</th> |
|||
<th>Capital after</th> |
|||
<th>Tax shelter eligible</th> |
|||
<th>Date</th> |
|||
<th>Amount</th> |
|||
<th>Amount ligible</th> |
|||
</tr> |
|||
</thead> |
|||
<tbody class="invoice_tbody"> |
|||
<tr t-foreach="o.previously_subscribed_lines" t-as="l"> |
|||
<td><span t-field="l.type"/></td> |
|||
<td><span t-field="l.capital_before_sub"/></td> |
|||
<td><span t-field="l.capital_after_sub"/></td> |
|||
<td><span t-if="l.tax_shelter">Oui</span><span t-else="">Non</span></td> |
|||
<td><span t-field="l.transaction_date"/></td> |
|||
<td><span t-field="l.amount_subscribed"/></td> |
|||
<td><span t-field="l.amount_subscribed_eligible"/></td> |
|||
</tr> |
|||
<tr t-foreach="o.subscribed_lines" t-as="l"> |
|||
<td><span t-field="l.type"/></td> |
|||
<td><span t-field="l.capital_before_sub"/></td> |
|||
<td><span t-field="l.capital_after_sub"/></td> |
|||
<td><span t-if="l.tax_shelter">Oui</span><span t-else="">Non</span></td> |
|||
<td><span t-field="l.transaction_date"/></td> |
|||
<td><span t-field="l.amount_subscribed"/></td> |
|||
<td><span t-field="l.amount_subscribed_eligible"/></td> |
|||
</tr> |
|||
</tbody> |
|||
</table> |
|||
|
|||
<p> |
|||
L' Article 145/26, CIR 92 sur les revenus <span t-field="o.declaration_id.fiscal_year"/>, connu aussi comme normative Tax Shelter, donnent droit à une réduction d’impôt à hauteur de  <span t-field="o.declaration_id.tax_shelter_percentage"/> du montant de la valeur des parts souscrites depuis <span t-field="o.declaration_id.month_from"/> (et avant <span t-field="o.declaration_id.month_to"/> pour la déclaration des revenus  <span t-field="o.declaration_id.fiscal_year"/>). |
|||
</p> |
|||
|
|||
<p> |
|||
Cette lettre vaut donc comme certificat que <span t-field="o.company_id.name"/> remplit en effet tous les critères permettant un tel avantage fiscal. Dans les grandes lignes il faut être une micro-entreprise n’ayant encore jamais distribué de dividende et qui n'est pas issue d’une fusion ou scission de sociétés et qui répond à au moins deux des trois critères suivants : |
|||
<ul> |
|||
<li>le total du bilan est inférieur ou égal à 350.000 euros ;</li> |
|||
<li>le chiffre d’affaires, hors taxe sur la valeur ajoutée, est inférieur ou égal à 700.000 euros ;</li> |
|||
<li>la moyenne des travailleurs occupés pendant l’année est inférieure ou égale à 10.</li> |
|||
</ul> |
|||
</p> |
|||
|
|||
<p> |
|||
Le maintien de la réduction d’impôt n’est possible que si l'investisseur conserve les parts de la coopérative pendant 4 ans au minimum, sauf si la sortie est imposée par des conditions extérieures (telles que la faillite, par exemple). En cas de sortie volontaire avant la période de 4 ans, l’avantage fiscal devra être remboursé au prorata du nombre de mois entre la sortie et les 4 ans. La coopérative s’engage à fournir pour chacune des quatre années suivant l’année d’acquisition une attestation certifiant que ces parts sont toujours en possession du souscripteur. |
|||
</p> |
|||
|
|||
<p> |
|||
L’apport de capitaux par le chef d’entreprise lui-même ou par des administrateurs existants de la société ne permet pas de bénéficier du tax shelter. |
|||
</p> |
|||
|
|||
<p> |
|||
Pour bénéficier de la réduction d’impôts, vous pouvez joindre cette lettre à votre déclaration fiscale pour les revenus <span t-field="o.declaration_id.fiscal_year"/>. |
|||
</p> |
|||
|
|||
<p> |
|||
Pour toute information complémentaire, consultez le texte de l’Arrêté Royale. |
|||
</p> |
|||
|
|||
<p> |
|||
Pour le Conseil d'administration de <span t-field="o.company_id.name"/>,<br/> |
|||
<strong t-field="o.company_id.board_representative"/><br/> |
|||
<img t-if="o.company_id.signature_scan" |
|||
t-attf-class="mt16" |
|||
t-attf-style="{{ 'min-height: 50px; max-height: 100px' if report_type == 'pdf' else '' }}" |
|||
t-att-src="'data:image/png;base64,%s' % o.company_id.signature_scan.decode()" |
|||
/> |
|||
</p> |
|||
</div> |
|||
</t> |
|||
</template> |
|||
|
|||
<template id="tax_shelter_subscription_report"> |
|||
<t t-call="web.html_container"> |
|||
<t t-foreach="docs" t-as="o"> |
|||
<t t-call="easy_my_coop_taxshelter_report.tax_shelter_report_subscription_document" t-lang="o.partner_id.lang"/> |
|||
</t> |
|||
</t> |
|||
</template> |
|||
</odoo> |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<template id="tax_shelter_report_subscription_document"> |
|||
<t t-call="web.external_layout"> |
|||
<t t-set="address"> |
|||
<address t-field="o.partner_id" t-options='{"widget": "contact", "fields": ["address", "name"], "no_marker": True}' /> |
|||
<div t-if="o.partner_id.cooperator_register_number"> |
|||
Numéro de coopérateur : <span t-field="o.partner_id.cooperator_register_number"/> |
|||
</div> |
|||
</t> |
|||
<div class="page mt32" style="font-size: 10px !important;"> |
|||
|
|||
<h2 style="font-size: 3em;"> |
|||
<span>Déclaration Tax Shelter</span> |
|||
</h2> |
|||
|
|||
<p> |
|||
Cher membre, |
|||
</p> |
|||
|
|||
<p> |
|||
Durant l'année <span t-field="o.declaration_id.fiscal_year"/> vous avez souscrit des parts de la <span t-field="o.company_id.name"/>. pour un montant total de |
|||
<span t-field="o.total_amount_subscribed" t-field-options='{"widget": "monetary", "display_currency": "res_company.currency_id"}'/> euros.<br/> |
|||
Le montant éligible pour le Tax shelter est de <span t-field="o.total_amount_eligible" t-field-options='{"widget": "monetary", "display_currency": "res_company.currency_id"}'/> euros.<br/> |
|||
</p> |
|||
|
|||
<table class="table table-sm o_main_table" name="taxshelter_line_table"> |
|||
<thead> |
|||
<tr> |
|||
<th>Type</th> |
|||
<th>Capital before</th> |
|||
<th>Capital after</th> |
|||
<th>Tax shelter eligible</th> |
|||
<th>Date</th> |
|||
<th>Amount</th> |
|||
<th>Amount ligible</th> |
|||
</tr> |
|||
</thead> |
|||
<tbody class="invoice_tbody"> |
|||
<tr t-foreach="o.previously_subscribed_lines" t-as="l"> |
|||
<td><span t-field="l.type"/></td> |
|||
<td><span t-field="l.capital_before_sub"/></td> |
|||
<td><span t-field="l.capital_after_sub"/></td> |
|||
<td><span t-if="l.tax_shelter">Oui</span><span t-else="">Non</span></td> |
|||
<td><span t-field="l.transaction_date"/></td> |
|||
<td><span t-field="l.amount_subscribed"/></td> |
|||
<td><span t-field="l.amount_subscribed_eligible"/></td> |
|||
</tr> |
|||
<tr t-foreach="o.subscribed_lines" t-as="l"> |
|||
<td><span t-field="l.type"/></td> |
|||
<td><span t-field="l.capital_before_sub"/></td> |
|||
<td><span t-field="l.capital_after_sub"/></td> |
|||
<td><span t-if="l.tax_shelter">Oui</span><span t-else="">Non</span></td> |
|||
<td><span t-field="l.transaction_date"/></td> |
|||
<td><span t-field="l.amount_subscribed"/></td> |
|||
<td><span t-field="l.amount_subscribed_eligible"/></td> |
|||
</tr> |
|||
</tbody> |
|||
</table> |
|||
|
|||
<p> |
|||
L' Article 145/26, CIR 92 sur les revenus <span t-field="o.declaration_id.fiscal_year"/>, connu aussi comme normative Tax Shelter, donnent droit à une réduction d’impôt à hauteur de  <span t-field="o.declaration_id.tax_shelter_percentage"/> du montant de la valeur des parts souscrites depuis <span t-field="o.declaration_id.month_from"/> (et avant <span t-field="o.declaration_id.month_to"/> pour la déclaration des revenus  <span t-field="o.declaration_id.fiscal_year"/>). |
|||
</p> |
|||
|
|||
<p> |
|||
Cette lettre vaut donc comme certificat que <span t-field="o.company_id.name"/> remplit en effet tous les critères permettant un tel avantage fiscal. Dans les grandes lignes il faut être une micro-entreprise n’ayant encore jamais distribué de dividende et qui n'est pas issue d’une fusion ou scission de sociétés et qui répond à au moins deux des trois critères suivants : |
|||
<ul> |
|||
<li>le total du bilan est inférieur ou égal à 350.000 euros ;</li> |
|||
<li>le chiffre d’affaires, hors taxe sur la valeur ajoutée, est inférieur ou égal à 700.000 euros ;</li> |
|||
<li>la moyenne des travailleurs occupés pendant l’année est inférieure ou égale à 10.</li> |
|||
</ul> |
|||
</p> |
|||
|
|||
<p> |
|||
Le maintien de la réduction d’impôt n’est possible que si l'investisseur conserve les parts de la coopérative pendant 4 ans au minimum, sauf si la sortie est imposée par des conditions extérieures (telles que la faillite, par exemple). En cas de sortie volontaire avant la période de 4 ans, l’avantage fiscal devra être remboursé au prorata du nombre de mois entre la sortie et les 4 ans. La coopérative s’engage à fournir pour chacune des quatre années suivant l’année d’acquisition une attestation certifiant que ces parts sont toujours en possession du souscripteur. |
|||
</p> |
|||
|
|||
<p> |
|||
L’apport de capitaux par le chef d’entreprise lui-même ou par des administrateurs existants de la société ne permet pas de bénéficier du tax shelter. |
|||
</p> |
|||
|
|||
<p> |
|||
Pour bénéficier de la réduction d’impôts, vous pouvez joindre cette lettre à votre déclaration fiscale pour les revenus <span t-field="o.declaration_id.fiscal_year"/>. |
|||
</p> |
|||
|
|||
<p> |
|||
Pour toute information complémentaire, consultez le texte de l’Arrêté Royale. |
|||
</p> |
|||
|
|||
<p> |
|||
Pour le Conseil d'administration de <span t-field="o.company_id.name"/>,<br/> |
|||
<strong t-field="o.company_id.board_representative"/><br/> |
|||
<img t-if="o.company_id.signature_scan" |
|||
t-attf-class="mt16" |
|||
t-attf-style="{{ 'min-height: 50px; max-height: 100px' if report_type == 'pdf' else '' }}" |
|||
t-att-src="'data:image/png;base64,%s' % o.company_id.signature_scan.decode()" |
|||
/> |
|||
</p> |
|||
</div> |
|||
</t> |
|||
</template> |
|||
|
|||
<template id="tax_shelter_subscription_report"> |
|||
<t t-call="web.html_container"> |
|||
<t t-foreach="docs" t-as="o"> |
|||
<t t-call="easy_my_coop_taxshelter_report.tax_shelter_report_subscription_document" t-lang="o.partner_id.lang"/> |
|||
</t> |
|||
</t> |
|||
</template> |
|||
</odoo> |
|||
@ -1,7 +1,7 @@ |
|||
id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink |
|||
access_tax_shelter_declaration,tax.shelter.declaration,model_tax_shelter_declaration,easy_my_coop.group_easy_my_coop_user,1,0,0,0 |
|||
access_tax_shelter_declaration,tax.shelter.declaration,model_tax_shelter_declaration,easy_my_coop.group_easy_my_coop_manager,1,1,1,1 |
|||
access_tax_shelter_certificate,tax.shelter.certificate,model_tax_shelter_certificate,easy_my_coop.group_easy_my_coop_user,1,0,0,0 |
|||
access_tax_shelter_certificate,tax.shelter.certificate,model_tax_shelter_certificate,easy_my_coop.group_easy_my_coop_manager,1,1,1,1 |
|||
access_certificate_line,certificate.line,model_certificate_line,easy_my_coop.group_easy_my_coop_user,1,0,0,0 |
|||
access_certificate_line,certificate.line,model_certificate_line,easy_my_coop.group_easy_my_coop_manager,1,1,1,1 |
|||
id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink |
|||
access_tax_shelter_declaration,tax.shelter.declaration,model_tax_shelter_declaration,easy_my_coop.group_easy_my_coop_user,1,0,0,0 |
|||
access_tax_shelter_declaration,tax.shelter.declaration,model_tax_shelter_declaration,easy_my_coop.group_easy_my_coop_manager,1,1,1,1 |
|||
access_tax_shelter_certificate,tax.shelter.certificate,model_tax_shelter_certificate,easy_my_coop.group_easy_my_coop_user,1,0,0,0 |
|||
access_tax_shelter_certificate,tax.shelter.certificate,model_tax_shelter_certificate,easy_my_coop.group_easy_my_coop_manager,1,1,1,1 |
|||
access_certificate_line,certificate.line,model_certificate_line,easy_my_coop.group_easy_my_coop_user,1,0,0,0 |
|||
access_certificate_line,certificate.line,model_certificate_line,easy_my_coop.group_easy_my_coop_manager,1,1,1,1 |
|||
@ -1,19 +1,19 @@ |
|||
.border-top-easymy-coop td { |
|||
border-top: 1pt solid #e7511e !important; |
|||
} |
|||
|
|||
.border-easymy-coop th { |
|||
border-bottom: 1pt solid #e7511e !important; |
|||
} |
|||
|
|||
.easymy-coop-normal { |
|||
font-family:Roboto-Bold; |
|||
font-size:12px; |
|||
line-height:14pt; |
|||
} |
|||
|
|||
.easymy-coop-info-title { |
|||
font-family:Roboto-Bold; |
|||
font-size:12px; |
|||
line-height:14pt; |
|||
.border-top-easymy-coop td { |
|||
border-top: 1pt solid #e7511e !important; |
|||
} |
|||
|
|||
.border-easymy-coop th { |
|||
border-bottom: 1pt solid #e7511e !important; |
|||
} |
|||
|
|||
.easymy-coop-normal { |
|||
font-family:Roboto-Bold; |
|||
font-size:12px; |
|||
line-height:14pt; |
|||
} |
|||
|
|||
.easymy-coop-info-title { |
|||
font-family:Roboto-Bold; |
|||
font-size:12px; |
|||
line-height:14pt; |
|||
} |
|||
@ -1,201 +1,199 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<data> |
|||
<menuitem name="Declaration" id="menu_easy_my_coop_main_declaration" parent="easy_my_coop.menu_main_easy_my_coop" sequence="10"/> |
|||
|
|||
<record id="tax_shelter_declaration_form" model="ir.ui.view"> |
|||
<field name="name">tax.shelter.declaration.form</field> |
|||
<field name="model">tax.shelter.declaration</field> |
|||
<field name="arch" type="xml"> |
|||
<form string="Tax shelter declaration"> |
|||
<header> |
|||
<button name="compute_declaration" string="Process Declaration" type="object" states="draft" class="oe_highlight" groups="easy_my_coop.group_easy_my_coop_user"/> |
|||
<button name="validate_declaration" string="Validate Declaration" type="object" states="computed" groups="easy_my_coop.group_easy_my_coop_user"/> |
|||
<button name="reset_declaration" string="Reset Declaration" type="object" states="computed" groups="easy_my_coop.group_easy_my_coop_user"/> |
|||
<field name="state" widget="statusbar"/> |
|||
</header> |
|||
<sheet> |
|||
<group> |
|||
<group> |
|||
<field name="name"/> |
|||
<field name="fiscal_year"/> |
|||
<field name="tax_shelter_percentage"/> |
|||
<field name="tax_shelter_capital_limit"/> |
|||
<field name="previously_subscribed_capital"/> |
|||
</group> |
|||
<group> |
|||
<field name="date_from"/> |
|||
<field name="date_to"/> |
|||
<field name="month_from"/> |
|||
<field name="month_to"/> |
|||
</group> |
|||
</group> |
|||
<notebook> |
|||
<page string="Tax shelter certificates"> |
|||
<field name="tax_shelter_certificates"> |
|||
<tree> |
|||
<field name="partner_id"/> |
|||
<field name="cooperator_number"/> |
|||
<field name="total_amount" sum="Total amount"/> |
|||
<field name="state"/> |
|||
<button type="object" name="send_certificates" icon="STOCK_MEDIA_PLAY" string="Send Certificates"/> |
|||
</tree> |
|||
</field> |
|||
</page> |
|||
<page string="Excluded from Tax shelter"> |
|||
<field name="excluded_cooperator"/> |
|||
</page> |
|||
</notebook> |
|||
</sheet> |
|||
</form> |
|||
</field> |
|||
</record> |
|||
|
|||
<record id="tax_shelter_declaration_tree" model="ir.ui.view"> |
|||
<field name="name">tax.shelter.declaration.tree</field> |
|||
<field name="model">tax.shelter.declaration</field> |
|||
<field name="arch" type="xml"> |
|||
<tree string="Tax shelter declaration"> |
|||
<field name="name"/> |
|||
<field name="date_from"/> |
|||
<field name="date_to"/> |
|||
<field name="tax_shelter_percentage"/> |
|||
<field name="state"/> |
|||
</tree> |
|||
</field> |
|||
</record> |
|||
|
|||
<record id="tax_shelter_declaration_action" model="ir.actions.act_window"> |
|||
<field name="name">Tax Shelter Declarations</field> |
|||
<field name="res_model">tax.shelter.declaration</field> |
|||
<field name="view_type">form</field> |
|||
<field name="view_mode">tree,form</field> |
|||
<field name="view_id" ref="tax_shelter_declaration_tree"/> |
|||
</record> |
|||
|
|||
<menuitem action="tax_shelter_declaration_action" name="Tax Shelter Declaration" id="menu_tax_shelter_declaration" parent="menu_easy_my_coop_main_declaration" sequence="10" groups="easy_my_coop.group_easy_my_coop_user"/> |
|||
|
|||
<record id="tax_shelter_certificate_form" model="ir.ui.view"> |
|||
<field name="name">tax.shelter.certificate.form</field> |
|||
<field name="model">tax.shelter.certificate</field> |
|||
<field name="arch" type="xml"> |
|||
<form string="Tax shelter certificate"> |
|||
<header> |
|||
<button type="object" name="print_subscription_certificate" string="Print Subscription Certificate" /> |
|||
<button type="object" name="print_shares_certificate" string="Print Shares Certificate" /> |
|||
<button type="object" name="send_certificates" string="Send Certificates"/> |
|||
<field name="state" widget="statusbar"/> |
|||
</header> |
|||
<sheet> |
|||
<group> |
|||
<group> |
|||
<field name="cooperator_number"/> |
|||
<field name="partner_id"/> |
|||
<field name="declaration_id"/> |
|||
</group> |
|||
<group> |
|||
<field name="total_amount_previously_subscribed"/> |
|||
<field name="total_amount_eligible_previously_subscribed"/> |
|||
<field name="total_amount_subscribed"/> |
|||
<field name="total_amount_eligible"/> |
|||
<field name="total_amount_resold"/> |
|||
<field name="total_amount_transfered"/> |
|||
<field name="total_amount"/> |
|||
</group> |
|||
</group> |
|||
<notebook> |
|||
<page string="Subscription"> |
|||
<field name="subscribed_lines"> |
|||
<tree> |
|||
<field name="capital_before_sub"/> |
|||
<field name="capital_after_sub"/> |
|||
<field name="tax_shelter"/> |
|||
<field name="transaction_date"/> |
|||
<field name="share_type"/> |
|||
<field name="share_short_name"/> |
|||
<field name="quantity"/> |
|||
<field name="share_unit_price"/> |
|||
<field name="type"/> |
|||
<field name="amount_subscribed"/> |
|||
<field name="amount_subscribed_eligible"/> |
|||
</tree> |
|||
</field> |
|||
</page> |
|||
<page string="Sell back"> |
|||
<field name="resold_lines"> |
|||
<tree> |
|||
<field name="transaction_date"/> |
|||
<field name="share_type"/> |
|||
<field name="share_short_name"/> |
|||
<field name="quantity"/> |
|||
<field name="share_unit_price"/> |
|||
<field name="type"/> |
|||
<field name="amount_resold"/> |
|||
</tree> |
|||
</field> |
|||
</page> |
|||
<page string="Transfered"> |
|||
<field name="transfered_lines"> |
|||
<tree> |
|||
<field name="transaction_date"/> |
|||
<field name="share_type"/> |
|||
<field name="share_short_name"/> |
|||
<field name="quantity"/> |
|||
<field name="share_unit_price"/> |
|||
<field name="type"/> |
|||
<field name="amount_transfered"/> |
|||
</tree> |
|||
</field> |
|||
</page> |
|||
<page string="Previously subscribed"> |
|||
<field name="previously_subscribed_lines"> |
|||
<tree> |
|||
<field name="capital_before_sub"/> |
|||
<field name="capital_after_sub"/> |
|||
<field name="tax_shelter"/> |
|||
<field name="transaction_date"/> |
|||
<field name="share_type"/> |
|||
<field name="share_short_name"/> |
|||
<field name="quantity"/> |
|||
<field name="share_unit_price"/> |
|||
<field name="type"/> |
|||
<field name="amount_subscribed"/> |
|||
<field name="amount_subscribed_eligible"/> |
|||
</tree> |
|||
</field> |
|||
</page> |
|||
</notebook> |
|||
</sheet> |
|||
</form> |
|||
</field> |
|||
</record> |
|||
|
|||
<record id="tax_shelter_certificate_tree" model="ir.ui.view"> |
|||
<field name="name">tax.shelter.certificate.tree</field> |
|||
<field name="model">tax.shelter.certificate</field> |
|||
<field name="arch" type="xml"> |
|||
<tree string="Tax shelter certificates"> |
|||
<field name="declaration_id"/> |
|||
<field name="partner_id"/> |
|||
<field name="cooperator_number"/> |
|||
<field name="total_amount_subscribed"/> |
|||
<field name="total_amount_eligible"/> |
|||
<field name="total_amount_resold"/> |
|||
<field name="total_amount_transfered"/> |
|||
<field name="total_amount"/> |
|||
<field name="state"/> |
|||
</tree> |
|||
</field> |
|||
</record> |
|||
|
|||
<record id="tax_shelter_certificate_action" model="ir.actions.act_window"> |
|||
<field name="name">Tax Shelter Certificates</field> |
|||
<field name="res_model">tax.shelter.certificate</field> |
|||
<field name="view_type">form</field> |
|||
<field name="view_mode">tree,form</field> |
|||
<field name="view_id" ref="tax_shelter_certificate_tree"/> |
|||
</record> |
|||
|
|||
<menuitem action="tax_shelter_certificate_action" name="Tax Shelter Certificates" id="menu_tax_shelter_certificate" parent="menu_easy_my_coop_main_declaration" sequence="20" groups="easy_my_coop.group_easy_my_coop_user"/> |
|||
</data> |
|||
</odoo> |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<menuitem name="Declaration" id="menu_easy_my_coop_main_declaration" parent="easy_my_coop.menu_main_easy_my_coop" sequence="10"/> |
|||
|
|||
<record id="tax_shelter_declaration_form" model="ir.ui.view"> |
|||
<field name="name">tax.shelter.declaration.form</field> |
|||
<field name="model">tax.shelter.declaration</field> |
|||
<field name="arch" type="xml"> |
|||
<form string="Tax shelter declaration"> |
|||
<header> |
|||
<button name="compute_declaration" string="Process Declaration" type="object" states="draft" class="oe_highlight" groups="easy_my_coop.group_easy_my_coop_user"/> |
|||
<button name="validate_declaration" string="Validate Declaration" type="object" states="computed" groups="easy_my_coop.group_easy_my_coop_user"/> |
|||
<button name="reset_declaration" string="Reset Declaration" type="object" states="computed" groups="easy_my_coop.group_easy_my_coop_user"/> |
|||
<field name="state" widget="statusbar"/> |
|||
</header> |
|||
<sheet> |
|||
<group> |
|||
<group> |
|||
<field name="name"/> |
|||
<field name="fiscal_year"/> |
|||
<field name="tax_shelter_percentage"/> |
|||
<field name="tax_shelter_capital_limit"/> |
|||
<field name="previously_subscribed_capital"/> |
|||
</group> |
|||
<group> |
|||
<field name="date_from"/> |
|||
<field name="date_to"/> |
|||
<field name="month_from"/> |
|||
<field name="month_to"/> |
|||
</group> |
|||
</group> |
|||
<notebook> |
|||
<page string="Tax shelter certificates"> |
|||
<field name="tax_shelter_certificates"> |
|||
<tree> |
|||
<field name="partner_id"/> |
|||
<field name="cooperator_number"/> |
|||
<field name="total_amount" sum="Total amount"/> |
|||
<field name="state"/> |
|||
<button type="object" name="send_certificates" icon="STOCK_MEDIA_PLAY" string="Send Certificates"/> |
|||
</tree> |
|||
</field> |
|||
</page> |
|||
<page string="Excluded from Tax shelter"> |
|||
<field name="excluded_cooperator"/> |
|||
</page> |
|||
</notebook> |
|||
</sheet> |
|||
</form> |
|||
</field> |
|||
</record> |
|||
|
|||
<record id="tax_shelter_declaration_tree" model="ir.ui.view"> |
|||
<field name="name">tax.shelter.declaration.tree</field> |
|||
<field name="model">tax.shelter.declaration</field> |
|||
<field name="arch" type="xml"> |
|||
<tree string="Tax shelter declaration"> |
|||
<field name="name"/> |
|||
<field name="date_from"/> |
|||
<field name="date_to"/> |
|||
<field name="tax_shelter_percentage"/> |
|||
<field name="state"/> |
|||
</tree> |
|||
</field> |
|||
</record> |
|||
|
|||
<record id="tax_shelter_declaration_action" model="ir.actions.act_window"> |
|||
<field name="name">Tax Shelter Declarations</field> |
|||
<field name="res_model">tax.shelter.declaration</field> |
|||
<field name="view_type">form</field> |
|||
<field name="view_mode">tree,form</field> |
|||
<field name="view_id" ref="tax_shelter_declaration_tree"/> |
|||
</record> |
|||
|
|||
<menuitem action="tax_shelter_declaration_action" name="Tax Shelter Declaration" id="menu_tax_shelter_declaration" parent="menu_easy_my_coop_main_declaration" sequence="10" groups="easy_my_coop.group_easy_my_coop_user"/> |
|||
|
|||
<record id="tax_shelter_certificate_form" model="ir.ui.view"> |
|||
<field name="name">tax.shelter.certificate.form</field> |
|||
<field name="model">tax.shelter.certificate</field> |
|||
<field name="arch" type="xml"> |
|||
<form string="Tax shelter certificate"> |
|||
<header> |
|||
<button type="object" name="print_subscription_certificate" string="Print Subscription Certificate" /> |
|||
<button type="object" name="print_shares_certificate" string="Print Shares Certificate" /> |
|||
<button type="object" name="send_certificates" string="Send Certificates"/> |
|||
<field name="state" widget="statusbar"/> |
|||
</header> |
|||
<sheet> |
|||
<group> |
|||
<group> |
|||
<field name="cooperator_number"/> |
|||
<field name="partner_id"/> |
|||
<field name="declaration_id"/> |
|||
</group> |
|||
<group> |
|||
<field name="total_amount_previously_subscribed"/> |
|||
<field name="total_amount_eligible_previously_subscribed"/> |
|||
<field name="total_amount_subscribed"/> |
|||
<field name="total_amount_eligible"/> |
|||
<field name="total_amount_resold"/> |
|||
<field name="total_amount_transfered"/> |
|||
<field name="total_amount"/> |
|||
</group> |
|||
</group> |
|||
<notebook> |
|||
<page string="Subscription"> |
|||
<field name="subscribed_lines"> |
|||
<tree> |
|||
<field name="capital_before_sub"/> |
|||
<field name="capital_after_sub"/> |
|||
<field name="tax_shelter"/> |
|||
<field name="transaction_date"/> |
|||
<field name="share_type"/> |
|||
<field name="share_short_name"/> |
|||
<field name="quantity"/> |
|||
<field name="share_unit_price"/> |
|||
<field name="type"/> |
|||
<field name="amount_subscribed"/> |
|||
<field name="amount_subscribed_eligible"/> |
|||
</tree> |
|||
</field> |
|||
</page> |
|||
<page string="Sell back"> |
|||
<field name="resold_lines"> |
|||
<tree> |
|||
<field name="transaction_date"/> |
|||
<field name="share_type"/> |
|||
<field name="share_short_name"/> |
|||
<field name="quantity"/> |
|||
<field name="share_unit_price"/> |
|||
<field name="type"/> |
|||
<field name="amount_resold"/> |
|||
</tree> |
|||
</field> |
|||
</page> |
|||
<page string="Transfered"> |
|||
<field name="transfered_lines"> |
|||
<tree> |
|||
<field name="transaction_date"/> |
|||
<field name="share_type"/> |
|||
<field name="share_short_name"/> |
|||
<field name="quantity"/> |
|||
<field name="share_unit_price"/> |
|||
<field name="type"/> |
|||
<field name="amount_transfered"/> |
|||
</tree> |
|||
</field> |
|||
</page> |
|||
<page string="Previously subscribed"> |
|||
<field name="previously_subscribed_lines"> |
|||
<tree> |
|||
<field name="capital_before_sub"/> |
|||
<field name="capital_after_sub"/> |
|||
<field name="tax_shelter"/> |
|||
<field name="transaction_date"/> |
|||
<field name="share_type"/> |
|||
<field name="share_short_name"/> |
|||
<field name="quantity"/> |
|||
<field name="share_unit_price"/> |
|||
<field name="type"/> |
|||
<field name="amount_subscribed"/> |
|||
<field name="amount_subscribed_eligible"/> |
|||
</tree> |
|||
</field> |
|||
</page> |
|||
</notebook> |
|||
</sheet> |
|||
</form> |
|||
</field> |
|||
</record> |
|||
|
|||
<record id="tax_shelter_certificate_tree" model="ir.ui.view"> |
|||
<field name="name">tax.shelter.certificate.tree</field> |
|||
<field name="model">tax.shelter.certificate</field> |
|||
<field name="arch" type="xml"> |
|||
<tree string="Tax shelter certificates"> |
|||
<field name="declaration_id"/> |
|||
<field name="partner_id"/> |
|||
<field name="cooperator_number"/> |
|||
<field name="total_amount_subscribed"/> |
|||
<field name="total_amount_eligible"/> |
|||
<field name="total_amount_resold"/> |
|||
<field name="total_amount_transfered"/> |
|||
<field name="total_amount"/> |
|||
<field name="state"/> |
|||
</tree> |
|||
</field> |
|||
</record> |
|||
|
|||
<record id="tax_shelter_certificate_action" model="ir.actions.act_window"> |
|||
<field name="name">Tax Shelter Certificates</field> |
|||
<field name="res_model">tax.shelter.certificate</field> |
|||
<field name="view_type">form</field> |
|||
<field name="view_mode">tree,form</field> |
|||
<field name="view_id" ref="tax_shelter_certificate_tree"/> |
|||
</record> |
|||
|
|||
<menuitem action="tax_shelter_certificate_action" name="Tax Shelter Certificates" id="menu_tax_shelter_certificate" parent="menu_easy_my_coop_main_declaration" sequence="20" groups="easy_my_coop.group_easy_my_coop_user"/> |
|||
</odoo> |
|||
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