[FIX] Avatax: Use Odoo Tax option

account_avatax_oca/__manifest__.py

@@ -17,6 +17,7 @@
         "wizard/avalara_get_company_code_view.xml",
         "wizard/avalara_salestax_address_validate_view.xml",
         "wizard/avalara_salestax_ping_view.xml",
+        "wizard/account_move_reversal.xml",
         "views/avalara_salestax_view.xml",
         "views/partner_view.xml",
         "views/product_view.xml",

account_avatax_oca/models/account_move.py

@@ -3,6 +3,7 @@
 from odoo import _, api, fields, models
 from odoo.exceptions import UserError
 from odoo.tests.common import Form
+from odoo.tools.safe_eval import safe_eval
 
 _logger = logging.getLogger(__name__)
 
@@ -109,6 +110,11 @@
     avatax_response_log = fields.Text(
         "Avatax API Response Log", readonly=True, copy=False
     )
+    avatax_amt_line_override = fields.Boolean(
+        string="Use Odoo Tax",
+        default=False,
+        help="The Odoo tax will be uploaded to Avatax",
+    )
 
     @api.model
     @api.depends("company_id")
@@ -193,6 +199,9 @@
         if not avatax_config:
             # Skip Avatax computation if no configuration is found
             return
+        avatax_line_override = (
+            self.avatax_amt_line_override and self.move_type == "out_refund"
+        )
         doc_type = self._get_avatax_doc_type(commit=commit)
         tax_date = self.get_origin_tax_date() or self.invoice_date
         taxable_lines = self._avatax_prepare_lines(doc_type)
@@ -214,6 +223,7 @@
             # TODO: can we report self.invoice_doc_no?
             self.name if self.move_type == "out_refund" else "",
             self.location_code or "",
+            avatax_line_override,
             is_override=self.move_type == "out_refund",
             currency_id=self.currency_id,
             ignore_error=300 if commit else None,
@@ -233,7 +243,7 @@
             avatax_config.commit_transaction(self.name, doc_type)
             return tax_result
 
-        if self.state == "draft":
+        if self.state == "draft" and not avatax_line_override:
             Tax = self.env["account.tax"]
             tax_result_lines = {int(x["lineNumber"]): x for x in tax_result["lines"]}
             taxes_to_set = []
@@ -254,6 +264,7 @@
                         line_taxes = line.tax_ids.filtered(lambda x: not x.is_avatax)
                         taxes_to_set.append((index, line_taxes | tax))
                     line.avatax_amt_line = tax_result_line["tax"]
+                    line.avatax_tax_type = tax_result_line["details"][0]["taxSubTypeId"]
             self.with_context(check_move_validity=False).avatax_amount = tax_result[
                 "totalTax"
             ]
@@ -285,6 +296,7 @@
                 invoice.move_type in ["out_invoice", "out_refund"]
                 and invoice.fiscal_position_id.is_avatax
                 and (invoice.state == "draft" or commit)
+                and (not invoice.avatax_amt_line_override or commit)
             ):
                 invoice._avatax_compute_tax(commit=commit)
         return True
@@ -428,11 +440,24 @@
                 move.avatax_compute_taxes()
         return moves
 
+    def action_reverse(self):
+        action = super().action_reverse()
+        avatax_tax_type = self.invoice_line_ids.filtered(lambda t: t.avatax_tax_type)
+        action["context"] = safe_eval(action.get("context", "{}"))
+        action["context"].update(
+            {
+                "default_avatax_amt_line_override": self.avatax_amt_line_override,
+                "hide_override": 1 if avatax_tax_type else 0,
+            }
+        )
+        return action
+
 
 class AccountMoveLine(models.Model):
     _inherit = "account.move.line"
 
     avatax_amt_line = fields.Float(string="AvaTax Line", copy=False)
+    avatax_tax_type = fields.Char()
 
     def _get_avatax_amount(self, qty=None):
         """
@@ -486,6 +511,9 @@
         amount = sign * line._get_avatax_amount()
         if line.quantity < 0:
             amount = -amount
+        avatax_amt = 0.0
+        if line.move_id.move_type == "out_refund":
+            avatax_amt = -(line.price_total - line.price_subtotal)
         res = {
             "qty": line.quantity,
             "itemcode": item_code,
@@ -495,6 +523,8 @@
             "id": line,
             "account_id": line.account_id.id,
             "tax_id": line.tax_ids,
+            "avatax_amt_line": round(avatax_amt, 2),
+            "avatax_tax_type": line.avatax_tax_type,
         }
         return res
 

account_avatax_oca/models/avalara_salestax.py

@@ -195,6 +195,7 @@ def create_transaction(
         invoice_date=None,
         reference_code=None,
         location_code=None,
+        avatax_line_override=None,
         is_override=None,
         currency_id=None,
         ignore_error=None,
@@ -284,6 +285,7 @@ def create_transaction(
             location_code,
             currency_code,
             partner.vat or None,
+            avatax_line_override,
             is_override,
             ignore_error=ignore_error,
             log_to_record=log_to_record,

account_avatax_oca/models/avatax_rest_api.py

@@ -222,6 +222,7 @@ def get_tax(
         location_code=None,
         currency_code="USD",
         vat=None,
+        avatax_line_override=None,
         is_override=False,
         ignore_error=None,
         log_to_record=False,
@@ -255,6 +256,18 @@ def get_tax(
                 "quantity": line.get("qty", 1),
                 "amount": line.get("amount", 0.0),
                 "taxCode": line.get("tax_code"),
+                "taxOverride": {
+                    "type": "TaxAmountByTaxType",
+                    "reason": "Refund",
+                    "taxAmountByTaxTypes": [
+                        {
+                            "taxTypeId": line.get("avatax_tax_type"),
+                            "TaxAmount": line.get("avatax_amt_line", 0.0),
+                        }
+                    ],
+                }
+                if avatax_line_override and line.get("avatax_tax_type")
+                else None,
             }
             for line in received_lines
         ]
@@ -295,7 +308,7 @@ def get_tax(
             "type": doc_type,
             "commit": commit,
         }
-        if is_override and invoice_date:
+        if is_override and invoice_date and not avatax_line_override:
             create_transaction.update(
                 {
                     "taxOverride": {

account_avatax_oca/security/avalara_salestax_security.xml

@@ -27,4 +27,11 @@
         model="ir.rule"
         search="[('model_id', '=', ref('model_product_tax_code'))]"
     />
+    <record id="access_avatax_override_group" model="res.groups">
+        <field name="name">Can View Avatax Override</field>
+        <field
+            name="users"
+            eval="[(4, ref('base.user_root')),(4, ref('base.user_admin'))]"
+        />
+    </record>
 </odoo>

account_avatax_oca/views/account_move_view.xml

@@ -60,6 +60,11 @@
                     name="invoice_doc_no"
                     attrs="{'invisible': [('move_type','!=','out_refund')]}"
                 />
+                <field
+                    name="avatax_amt_line_override"
+                    groups="account_avatax.access_avatax_override_group"
+                    attrs="{'invisible': [('move_type','!=','out_refund')]}"
+                />
             </field>
             <xpath expr="//field[@name='partner_shipping_id']" position="after">
                 <field name="so_partner_id" readonly="1" />

account_avatax_oca/wizard/__init__.py

@@ -1,3 +1,4 @@
 from . import avalara_salestax_ping
 from . import avalara_salestax_address_validate
 from . import avalara_get_company_code
+from . import account_move_reversal

account_avatax_oca/wizard/account_move_reversal.py

@@ -0,0 +1,20 @@
+from odoo import fields, models
+
+
+class AccountMoveReversal(models.TransientModel):
+    """
+    Account move reversal wizard, it cancel an account move by reversing it.
+    """
+
+    _inherit = "account.move.reversal"
+
+    avatax_amt_line_override = fields.Boolean(
+        string="Use Odoo Tax",
+        default=False,
+        help="The Odoo tax will be uploaded to Avatax",
+    )
+
+    def _prepare_default_reversal(self, move):
+        res = super()._prepare_default_reversal(move)
+        res.update({"avatax_amt_line_override": self.avatax_amt_line_override})
+        return res

account_avatax_oca/wizard/account_move_reversal.xml

@@ -0,0 +1,16 @@
+<odoo>
+    <record id="view_account_move_reversal" model="ir.ui.view">
+        <field name="name">account.move.reversal.form</field>
+            <field name="model">account.move.reversal</field>
+        <field name="inherit_id" ref="account.view_account_move_reversal" />
+        <field name="type">form</field>
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='date']" position="after">
+                <field
+                    name="avatax_amt_line_override"
+                    invisible="not context.get('hide_override')"
+                />
+            </xpath>
+        </field>
+    </record>
+</odoo>