Add tax identifiers to company

modules/account_invoice/invoice.py

@@ -1383,9 +1383,12 @@ class Invoice(Workflow, ModelSQL, ModelView, TaxableMixin, InvoiceReportMixin):
         "Returns the field name of invoice_sequence to use"
         return f'{self.type}_{self.sequence_type}_sequence'
 
-    def get_tax_identifier(self):
+    def get_tax_identifier(self, pattern=None):
         "Return the default computed tax identifier"
-        return self.company.party.tax_identifier
+        pattern = pattern.copy() if pattern is not None else {}
+        if self.invoice_address and self.invoice_address.country:
+            pattern.setdefault('country', self.invoice_address.country.id)
+        return self.company.get_tax_identifier(pattern)
 
     @property
     def invoice_report_versioned(self):

modules/company/CHANGELOG

@@ -1,3 +1,4 @@
+* Add tax identifiers to company
 
 Version 7.4.0 - 2024-11-04
 --------------------------

modules/company/__init__.py

@@ -12,6 +12,7 @@ __all__ = ['register', 'CompanyReport']
 def register():
     Pool.register(
         company.Company,
+        company.CompanyTaxIdentifier,
         company.CompanyLogoCache,
         company.Employee,
         company.CompanyConfigStart,

modules/company/company.py

@@ -12,10 +12,11 @@ except ImportError:
     PIL = None
 
 from trytond.config import config
-from trytond.model import ModelSQL, ModelView, Unique, fields
+from trytond.model import (
+    MatchMixin, ModelSQL, ModelView, Unique, fields, sequence_ordered)
 from trytond.model.exceptions import SQLConstraintError
 from trytond.pool import Pool
-from trytond.pyson import Eval, If
+from trytond.pyson import Bool, Eval, If
 from trytond.report import Report
 from trytond.tools import timezone as tz
 from trytond.transaction import Transaction
@@ -60,6 +61,10 @@ class Company(ModelSQL, ModelView):
         help="Used to compute the today date.")
     employees = fields.One2Many('company.employee', 'company', 'Employees',
         help="Add employees to the company.")
+    tax_identifiers = fields.One2Many(
+        'company.company.tax_identifier', 'company', "Tax Identifiers",
+        help="Uses the first identifier that matches the criteria.\n"
+        "If none match, uses the party's tax identifier.")
 
     @property
     def header_used(self):
@@ -195,6 +200,80 @@ class Company(ModelSQL, ModelView):
         caches = [c for r in companies for c in r.logo_cache]
         Cache.delete(caches)
 
+    def get_tax_identifier(self, pattern=None):
+        if pattern is None:
+            pattern = {}
+        for record in self.tax_identifiers:
+            if record.match(pattern):
+                return record.tax_identifier
+        return self.party.tax_identifier
+
+
+class CompanyTaxIdentifier(
+        MatchMixin, sequence_ordered(), ModelSQL, ModelView):
+    __name__ = 'company.company.tax_identifier'
+
+    company = fields.Many2One(
+        'company.company', "Company", required=True, ondelete='CASCADE')
+    company_party = fields.Function(
+        fields.Many2One(
+            'party.party', "Company Party",
+            context={
+                'company': Eval('company', None),
+                }),
+        'on_change_with_company_party')
+
+    country = fields.Many2One(
+        'country.country', "Country", ondelete='RESTRICT',
+        states={
+            'invisible': Bool(Eval('organization')),
+            },
+        help="Applies only to addresses in this country.")
+    organization = fields.Many2One(
+        'country.organization', "Organization",
+        states={
+            'invisible': Bool(Eval('country')),
+            },
+        help="Applies only to addresses in this organization.")
+
+    tax_identifier = fields.Many2One(
+        'party.identifier', "Tax Identifier",
+        help="The identifier used for tax report.")
+
+    @classmethod
+    def __setup__(cls):
+        pool = Pool()
+        Party = pool.get('party.party')
+        super().__setup__()
+        cls.__access__.add('company')
+        tax_identifier_types = Party.tax_identifier_types()
+        cls.tax_identifier.domain = [
+            ('party', '=', Eval('company_party', -1)),
+            ('type', 'in', tax_identifier_types),
+            ]
+
+    @classmethod
+    def default_company(cls):
+        return Transaction().context.get('company')
+
+    @fields.depends('company', '_parent_company.party')
+    def on_change_with_company_party(self, name=None):
+        if self.company:
+            return self.company.party
+
+    def match(self, pattern, match_none=False):
+        if 'country' in pattern:
+            pattern = pattern.copy()
+            country = pattern.pop('country')
+            if country is not None or match_none:
+                if self.country and self.country.id != country:
+                    return False
+                if (self.organization
+                        and country not in [
+                            c.id for c in self.organization.countries]):
+                    return False
+        return super().match(pattern, match_none=match_none)
+
 
 class CompanyLogoCache(ModelSQL):
     __name__ = 'company.company.logo.cache'

modules/company/company.xml

@@ -96,6 +96,18 @@ this repository contains the full copyright notices and license terms. -->
             <field name="perm_delete" eval="True"/>
         </record>
 
+        <record model="ir.ui.view" id="company_tax_identifier_view_form">
+            <field name="model">company.company.tax_identifier</field>
+            <field name="type">form</field>
+            <field name="name">company_tax_identifier_form</field>
+        </record>
+
+        <record model="ir.ui.view" id="company_tax_identifier_view_list">
+            <field name="model">company.company.tax_identifier</field>
+            <field name="type">tree</field>
+            <field name="name">company_tax_identifier_list</field>
+        </record>
+
         <record model="ir.ui.view" id="user_view_form">
             <field name="model">res.user</field>
             <field name="inherit" ref="res.user_view_form"/>

modules/company/tests/test_module.py

@@ -432,5 +432,68 @@ class CompanyTestCase(
 
         datetime.now.assert_called_with(tz.ZoneInfo('CET'))
 
+    @with_transaction()
+    def test_company_tax_identifier(self):
+        "Test company tax identifier"
+        pool = Pool()
+        Country = pool.get('country.country')
+        Organization = pool.get('country.organization')
+        Identifier = pool.get('party.identifier')
+        TaxIdentifier = pool.get('company.company.tax_identifier')
+
+        company = create_company()
+
+        fr_vat = Identifier(
+            party=company.party, type='fr_vat', code="FR23334175221")
+        fr_vat.save()
+        be_vat = Identifier(
+            party=company.party, type='be_vat', code="BE403019261")
+        be_vat.save()
+
+        belgium = Country(name="Belgium")
+        belgium.save()
+        france = Country(name="France")
+        france.save()
+        germany = Country(name="Germany")
+        germany.save()
+        switzerland = Country(name="Switzerland")
+        switzerland.save()
+        europe = Organization(
+            name="Europe",
+            members=[
+                {'country': belgium},
+                {'country': france},
+                {'country': germany},
+                ])
+        europe.save()
+
+        TaxIdentifier.create([{
+                    'company': company,
+                    'country': france,
+                    'tax_identifier': fr_vat,
+                    }, {
+                    'company': company,
+                    'country': belgium,
+                    'tax_identifier': be_vat,
+                    }, {
+                    'company': company,
+                    'organization': europe,
+                    'tax_identifier': be_vat,
+                    }])
+
+        self.assertEqual(company.party.tax_identifier, fr_vat)
+        self.assertEqual(company.get_tax_identifier({
+                    'country': france.id,
+                    }), fr_vat)
+        self.assertEqual(company.get_tax_identifier({
+                    'country': belgium.id,
+                    }), be_vat)
+        self.assertEqual(company.get_tax_identifier({
+                    'country': germany.id,
+                    }), be_vat)
+        self.assertEqual(company.get_tax_identifier({
+                    'country': switzerland,
+                    }), fr_vat)
+
 
 del ModuleTestCase

modules/company/view/company_form.xml

@@ -12,6 +12,9 @@ this repository contains the full copyright notices and license terms. -->
         <page name="employees" col="1">
             <field name="employees"/>
         </page>
+        <page name="tax_identifiers">
+            <field name="tax_identifiers" colspan="4"/>
+        </page>
         <page string="Reports" col="1" id="reports">
             <separator name="logo"/>
             <field name="logo" widget="image" width="800" height="400"/>

modules/company/view/company_tax_identifier_form.xml

@@ -0,0 +1,19 @@
+<?xml version="1.0"?>
+<!-- This file is part of Tryton.  The COPYRIGHT file at the top level of
+this repository contains the full copyright notices and license terms. -->
+<form cursor="tax_identifier">
+    <label name="company"/>
+    <field name="company"/>
+    <label name="sequence"/>
+    <field name="sequence"/>
+
+    <label name="tax_identifier"/>
+    <field name="tax_identifier" colspan="3"/>
+
+    <separator id="pattern" colspan="4"/>
+
+    <label name="country"/>
+    <field name="country"/>
+    <label name="organization"/>
+    <field name="organization"/>
+</form>

modules/company/view/company_tax_identifier_list.xml

@@ -0,0 +1,9 @@
+<?xml version="1.0"?>
+<!-- This file is part of Tryton.  The COPYRIGHT file at the top level of
+this repository contains the full copyright notices and license terms. -->
+<tree sequence="sequence">
+    <field name="company" expand="1"/>
+    <field name="country" expand="1"/>
+    <field name="organization" expand="1"/>
+    <field name="tax_identifier" expand="2"/>
+</tree>

modules/sale/invoice.py

@@ -64,6 +64,17 @@ class Invoice(metaclass=PoolMeta):
         return [('lines.origin.sale' + clause[0][len(name):],
                 *clause[1:3], 'sale.line', *clause[3:])]
 
+    def get_tax_identifier(self, pattern=None):
+        if self.sales:
+            pattern = pattern.copy() if pattern is not None else {}
+            shipment_countries = {
+                s.shipment_address.country for s in self.sales
+                if s.shipment_address and s.shipment_address.country}
+            if len(shipment_countries) == 1:
+                shipment_country, = shipment_countries
+                pattern.setdefault('country', shipment_country.id)
+        return super().get_tax_identifier(pattern=pattern)
+
     @classmethod
     @process_sale
     def delete(cls, invoices):