[IMP] account_vat_period_end_statement: Lock date on confirmation

account_vat_period_end_statement/README.rst

@@ -120,6 +120,11 @@ Per calcolare gli interessi, è possibile aggiungere le informazioni da
 utilizzare (conto e percentuale) nei dati aziendali, nella scheda
 'Liquidazione IVA'.
 
+Per impostare la "Data di blocco dichiarazione fiscale" alla conferma
+della dichiarazione, abilitare "Impostare data di chiusura per
+non-consulenti" nella scheda "Liquidazione IVA" della vista scheda
+dell'azienda.
+
 **English**
 
 In order to generate VAT statement's periods, open Accounting >
@@ -146,6 +151,10 @@ associated to the account involved in the statement:
 If you need to calculate interest, you can add default information in
 your company data (percentage and account), in the 'VAT statement' tab.
 
+In order to set the "Tax Return Lock Date" when a statement is
+confirmed, enable "Set Lock Date on Confirmation" in the "VAT statement"
+tab of the Company form view.
+
 Bug Tracker
 ===========
 

account_vat_period_end_statement/__manifest__.py

@@ -4,6 +4,7 @@
 #  Copyright 2015 Associazione Odoo Italia (<http://www.odoo-italia.org>)
 #  Copyright 2021 Gianmarco Conte
 #                 - Dinamiche Aziendali Srl (<www.dinamicheaziendali.it>)
+#  Copyright 2022 ~ 2023 Simone Rubino - TAKOBI
 #  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
 
 {
@@ -16,6 +17,7 @@
     "website": "https://github.com/OCA/l10n-italy",
     "depends": [
         "account",
+        "account_lock",
         "account_tax_balance",
         "date_range",
         "l10n_it_account",

account_vat_period_end_statement/models/account.py

@@ -2,7 +2,7 @@
 # Copyright 2012-15 Agile Business Group sagl (<http://www.agilebg.com>)
 # Copyright 2015 Associazione Odoo Italia (<http://www.odoo-italia.org>)
 # Copyright 2021 Gianmarco Conte - Dinamiche Aziendali Srl (<www.dinamicheaziendali.it>)
-# Copyright 2022 Simone Rubino - TAKOBI
+# Copyright 2022 ~ 2023 Simone Rubino - TAKOBI
 # Copyright 2023 Simone Rubino - Aion Tech
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
 
@@ -392,9 +392,31 @@ def statement_paid(self):
         for statement in self:
             statement.state = "paid"
 
+    def _get_end_date(self):
+        self.ensure_one()
+        periods = self.date_range_ids
+        end_date = max(
+            periods.mapped("date_end"),
+            default=None,
+        )
+        return end_date
+
+    def _set_company_lock_date(self):
+        self.ensure_one()
+        company = self.company_id or self.env.user.company_id
+        if company.account_vat_period_end_statement_set_lock_date:
+            end_date = self._get_end_date()
+            if end_date:
+                lock_date_values = {
+                    "tax_lock_date": end_date,
+                }
+                company.update(lock_date_values)
+        return True
+
     def statement_confirmed(self):
         for statement in self:
             statement.state = "confirmed"
+            statement._set_company_lock_date()
 
     def _prepare_account_move_line(
         self, name, account_id, move_id, statement, statement_date, partner_id=False
@@ -452,7 +474,7 @@ def create_move(self):
 
             move.line_ids = lines_to_create
             move.action_post()
-            statement.state = "confirmed"
+            statement.statement_confirmed()
 
         return True
 

account_vat_period_end_statement/models/config.py

@@ -1,4 +1,5 @@
 # Copyright 2015 Alessandro Camilli ([email protected])
+# Copyright 2023 Simone Rubino - TAKOBI
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
 
 from odoo import fields, models
@@ -18,3 +19,8 @@ class ResCompany(models.Model):
         "Interest on End Vat Statement - Account",
         help="Apply interest on end vat statement",
     )
+    account_vat_period_end_statement_set_lock_date = fields.Boolean(
+        string="Set Lock Date on Confirmation",
+        help="When confirming the VAT period end statement, "
+        "the Tax Return Lock Date is set to the Statement's end date.",
+    )

account_vat_period_end_statement/readme/CONFIGURE.md

@@ -26,6 +26,8 @@ Per calcolare gli interessi, è possibile aggiungere le informazioni da
 utilizzare (conto e percentuale) nei dati aziendali, nella scheda
 'Liquidazione IVA'.
 
+Per impostare la "Data di blocco dichiarazione fiscale" alla conferma della dichiarazione, abilitare "Impostare data di chiusura per non-consulenti" nella scheda "Liquidazione IVA" della vista scheda dell'azienda.
+
 **English**
 
 In order to generate VAT statement's periods, open Accounting \>
@@ -52,3 +54,5 @@ associated to the account involved in the statement:
 If you need to calculate interest, you can add default information in
 your company data (percentage and account), in the 'VAT statement'
 tab.
+
+In order to set the "Tax Return Lock Date" when a statement is confirmed, enable "Set Lock Date on Confirmation" in the "VAT statement" tab of the Company form view.

account_vat_period_end_statement/static/description/index.html

@@ -455,6 +455,10 @@ <h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
 <p>Per calcolare gli interessi, è possibile aggiungere le informazioni da
 utilizzare (conto e percentuale) nei dati aziendali, nella scheda
 ‘Liquidazione IVA’.</p>
+<p>Per impostare la “Data di blocco dichiarazione fiscale” alla conferma
+della dichiarazione, abilitare “Impostare data di chiusura per
+non-consulenti” nella scheda “Liquidazione IVA” della vista scheda
+dell’azienda.</p>
 <p><strong>English</strong></p>
 <p>In order to generate VAT statement’s periods, open Accounting &gt;
 Configuration &gt; Accounting &gt; Date ranges &gt; Generate Date Ranges (visible
@@ -479,6 +483,9 @@ <h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
 </ol>
 <p>If you need to calculate interest, you can add default information in
 your company data (percentage and account), in the ‘VAT statement’ tab.</p>
+<p>In order to set the “Tax Return Lock Date” when a statement is
+confirmed, enable “Set Lock Date on Confirmation” in the “VAT statement”
+tab of the Company form view.</p>
 </div>
 <div class="section" id="bug-tracker">
 <h1><a class="toc-backref" href="#toc-entry-2">Bug Tracker</a></h1>

account_vat_period_end_statement/tests/test_vat_statement.py

@@ -328,3 +328,36 @@ def test_report_multiple_payment_info(self):
             report_content.decode(),
         )
         self.assertEqual(len(payment_infos), 1)
+
+    def test_set_lock_date(self):
+        """
+        Confirming the statement sets the lock date.
+        """
+        # Arrange
+        period = self.current_period
+        self.init_invoice(
+            "out_invoice",
+            invoice_date=self.recent_date,
+            amounts=[100],
+            taxes=self.account_tax_22,
+            post=True,
+        )
+        statement = self._get_statement(
+            period,
+            self.last_year_date,
+            self.env["account.account"].browse(),
+            payment_term=self.env.ref("account.account_payment_term_advance_60days"),
+        )
+        company = statement.company_id
+        company.account_vat_period_end_statement_set_lock_date = True
+        # pre-condition
+        self.assertFalse(company.tax_lock_date)
+
+        # Act
+        statement.create_move()
+
+        # Assert
+        self.assertEqual(
+            period.date_end,
+            company.tax_lock_date,
+        )

account_vat_period_end_statement/views/config.xml

@@ -18,6 +18,7 @@
                         <field
                             name="of_account_end_vat_statement_interest_account_id"
                         />
+                        <field name="account_vat_period_end_statement_set_lock_date" />
                     </group>
                 </page>
                </xpath>