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mirror of https://github.com/invoiceninja/invoiceninja.git synced 2024-11-08 20:22:42 +01:00

Fixes for auto calculating taxes

This commit is contained in:
David Bomba 2023-03-24 18:58:59 +11:00
parent aa51299a10
commit 680277f062
8 changed files with 240 additions and 49 deletions

View File

@ -24,5 +24,8 @@ class InvoiceTaxData
public function __construct(public Response $origin)
{
foreach($origin as $key => $value) {
$this->{$key} = $value;
}
}
}

View File

@ -13,7 +13,7 @@ namespace App\DataMapper\Tax;
interface RuleInterface
{
public function run();
public function tax();
public function taxByType(?int $type);

View File

@ -93,7 +93,7 @@ class Response
public float $district5UseTax = 0;
public string $originDestination = "";
public function __construct(?array $data)
public function __construct($data)
{
foreach($data as $key => $value){

View File

@ -11,7 +11,9 @@
namespace App\DataMapper\Tax\de;
use App\Models\Product;
use App\DataMapper\Tax\RuleInterface;
use App\DataMapper\Tax\ZipTax\Response;
class Rule implements RuleInterface
{
@ -89,8 +91,91 @@ class Rule implements RuleInterface
public bool $foreign_consumer_tax_exempt = true;
public function run()
public string $tax_name1 = '';
public float $tax_rate1 = 0;
public string $tax_name2 = '';
public float $tax_rate2 = 0;
public string $tax_name3 = '';
public float $tax_rate3 = 0;
public function __construct(public Response $tax_data)
{
$this->tax_data = $tax_data;
}
public function tax(): self
{
$this->tax_name1 = 21;
$this->tax_rate1 = "VAT";
return $this;
}
public function taxByType(?int $product_tax_type): self
{
if(!$product_tax_type)
return $this;
match($product_tax_type){
Product::PRODUCT_TAX_EXEMPT => $this->taxExempt(),
Product::PRODUCT_TYPE_DIGITAL => $this->taxDigital(),
Product::PRODUCT_TYPE_SERVICE => $this->taxService(),
Product::PRODUCT_TYPE_SHIPPING => $this->taxShipping(),
Product::PRODUCT_TYPE_PHYSICAL => $this->taxPhysical(),
default => $this->default(),
};
return $this;
}
public function taxExempt(): self
{
$this->tax_name1 = '';
$this->tax_rate1 = 0;
return $this;
}
public function taxDigital(): self
{
$this->tax();
return $this;
}
public function taxService(): self
{
if($this->tax_data->txbService == 'Y')
$this->tax();
return $this;
}
public function taxShipping(): self
{
if($this->tax_data->txbFreight == 'Y')
$this->tax();
return $this;
}
public function taxPhysical(): self
{
$this->tax();
return $this;
}
public function default(): self
{
$this->tax_name1 = '';
$this->tax_rate1 = 0;
return $this;
}
}

View File

@ -13,6 +13,7 @@ namespace App\DataMapper\Tax\us;
use App\Models\Product;
use App\DataMapper\Tax\RuleInterface;
use App\DataMapper\Tax\ZipTax\Response;
class Rule implements RuleInterface
{
@ -79,22 +80,25 @@ class Rule implements RuleInterface
public string $tax_name3 = '';
public float $tax_rate3 = 0;
public function __construct(public RuleInterface $tax_data)
public function __construct(public Response $tax_data)
{
$this->tax_data = $tax_data;
nlog($tax_data);
}
public function run()
public function tax(): self
{
$this->tax_name1 = $this->tax_data->taxSales * 100;
$this->tax_rate1 = "{$this->tax_data->geoState} Sales Tax";
$this->tax_rate1 = $this->tax_data->taxSales * 100;
$this->tax_name1 = "{$this->tax_data->geoState} Sales Tax";
return $this;
}
public function taxByType(?int $product_tax_type)
public function taxByType(?int $product_tax_type): self
{
if(!$product_tax_type)
return;
return $this;
match($product_tax_type){
Product::PRODUCT_TAX_EXEMPT => $this->taxExempt(),
@ -108,39 +112,50 @@ class Rule implements RuleInterface
return $this;
}
public function taxExempt()
public function taxExempt(): self
{
$this->tax_name1 = '';
$this->tax_rate1 = 0;
return $this;
}
public function taxDigital()
public function taxDigital(): self
{
$this->tax_name1 = '';
$this->tax_rate1 = 0;
$this->tax();
return $this;
}
public function taxService()
public function taxService(): self
{
if($this->tax_data->txbService == 'Y')
$this->run();
$this->tax();
return $this;
}
public function taxShipping()
public function taxShipping(): self
{
if($this->tax_data->txbFreight == 'N')
$this->run();
if($this->tax_data->txbFreight == 'Y')
$this->tax();
return $this;
}
public function taxPhysical()
public function taxPhysical(): self
{
$this->tax();
return $this;
}
public function default(): self
{
$this->tax_name1 = '';
$this->tax_rate1 = 0;
}
public function default()
{
$this->tax_name1 = '';
$this->tax_rate1 = 0;
return $this;
}
}

View File

@ -17,6 +17,7 @@ use App\DataMapper\InvoiceItem;
use App\DataMapper\BaseSettings;
use App\DataMapper\Tax\RuleInterface;
use App\Utils\Traits\NumberFormatter;
use App\DataMapper\Tax\ZipTax\Response;
class InvoiceItemSum
{
@ -55,7 +56,7 @@ class InvoiceItemSum
private bool $calc_tax = false;
private RuleInterface $rule;
public function __construct($invoice)
{
$this->tax_collection = collect([]);
@ -65,7 +66,7 @@ class InvoiceItemSum
if ($this->invoice->client) {
$this->currency = $this->invoice->client->currency();
$this->client = $this->invoice->client;
$this->calc_tax = $this->shouldCalculateTax();
$this->shouldCalculateTax();
} else {
$this->currency = $this->invoice->vendor->currency();
}
@ -99,22 +100,29 @@ class InvoiceItemSum
return $this;
}
private function shouldCalculateTax(): bool
private function shouldCalculateTax(): self
{
if(!$this->invoice->company->calculate_taxes || $this->client->is_tax_exempt)
return false;
if (!$this->invoice->company->calculate_taxes || $this->client->is_tax_exempt) {
$this->calc_tax = false;
nlog("returning false");
return $this;
}
if(in_array($this->client->country->iso_3166_2, ['US'])){ //only calculate for USA
if (in_array($this->client->country->iso_3166_2, ['US'])) { //only calculate for USA
$class = "App\DataMapper\Tax\\".strtolower($this->client->country->iso_3166_2)."\\Rule";
$this->rule = new $class($this->invoice->tax_data);
$tax_data = new Response($this->invoice->tax_data);
return true;
}
$this->rule = new $class($tax_data);
return false;
nlog("returning true");
$this->calc_tax = true;
return $this;
}
return $this;
}
private function push()
@ -149,20 +157,17 @@ class InvoiceItemSum
return $this;
}
/**
* Attempts to calculate taxes based on the clients location
* Attempts to calculate taxes based on the clients location
*
* @return self
*/
private function calcTaxesAutomatically(): self
private function calcTaxesAutomatically(): self
{
if($this->invoice->company->tax_all_products || $this->item->tax_id != ''){
$this->rule->run();
}
else {
if ($this->invoice->company->tax_all_products || $this->item->tax_id != '') {
$this->rule->tax();
} else {
$this->rule->taxByType($this->item->tax_id);
}
@ -180,8 +185,9 @@ class InvoiceItemSum
private function calcTaxes()
{
if($this->calc_tax)
if ($this->calc_tax) {
$this->calcTaxesAutomatically();
}
$item_tax = 0;
@ -190,7 +196,6 @@ class InvoiceItemSum
$item_tax += $item_tax_rate1_total;
// if($item_tax_rate1_total != 0)
if (strlen($this->item->tax_name1) > 1) {
$this->groupTax($this->item->tax_name1, $this->item->tax_rate1, $item_tax_rate1_total);
}

View File

@ -2,4 +2,5 @@ parameters:
level: 2
paths:
- app
# - tests
universalObjectCratesClasses:
- App\DataMapper\Tax\RuleInterface

View File

@ -14,11 +14,14 @@ namespace Tests\Unit\Tax;
use Tests\TestCase;
use App\Models\Client;
use App\Models\Invoice;
use App\Models\Product;
use Tests\MockAccountData;
use App\DataMapper\InvoiceItem;
use App\DataMapper\Tax\ClientTaxData;
use App\DataMapper\Tax\CompanyTaxData;
use App\DataMapper\Tax\InvoiceTaxData;
use App\DataMapper\Tax\ZipTax\Response;
use App\Factory\InvoiceFactory;
use Illuminate\Routing\Middleware\ThrottleRequests;
use Illuminate\Foundation\Testing\DatabaseTransactions;
@ -86,10 +89,89 @@ class SumTaxTest extends TestCase
}
public function testCalcLogic()
public function testCalcInvoiceNoTax()
{
$this->company->calculate_taxes = false;
$this->company->tax_all_products = true;
$this->company->save();
$client = Client::factory()->create([
'user_id' => $this->user->id,
'company_id' => $this->company->id,
'country_id' => 840,
]);
$invoice = InvoiceFactory::create($this->company->id, $this->user->id);
$invoice->client_id = $client->id;
$invoice->uses_inclusive_taxes = false;
$line_items = [];
$invoice->tax_data = new InvoiceTaxData($this->response);
$line_item = new InvoiceItem();
$line_item->quantity = 1;
$line_item->cost = 10;
$line_item->product_key = 'Test';
$line_item->notes = 'Test';
$line_item->tax_id = Product::PRODUCT_TYPE_PHYSICAL;
$line_items[] = $line_item;
$invoice->line_items = $line_items;
$invoice->save();
$invoice = $invoice->calc()->getInvoice();
$line_items = $invoice->line_items;
$this->assertEquals(10, $invoice->amount);
$this->assertEquals("", $line_items[0]->tax_name1);
$this->assertEquals(0, $line_items[0]->tax_rate1);
}
public function testCalcInvoiceTax()
{
$this->company->calculate_taxes = true;
$this->company->tax_all_products = true;
$this->company->save();
$client = Client::factory()->create([
'user_id' => $this->user->id,
'company_id' => $this->company->id,
'country_id' => 840,
]);
$invoice = InvoiceFactory::create($this->company->id, $this->user->id);
$invoice->client_id = $client->id;
$invoice->uses_inclusive_taxes = false;
$line_items = [];
$invoice->tax_data = new InvoiceTaxData($this->response);
$line_item = new InvoiceItem;
$line_item->quantity = 1;
$line_item->cost = 10;
$line_item->product_key = 'Test';
$line_item->notes = 'Test';
$line_item->tax_id = Product::PRODUCT_TYPE_PHYSICAL;
$line_items[] = $line_item;
$invoice->line_items = $line_items;
$invoice->save();
$invoice = $invoice->calc()->getInvoice();
$line_items = $invoice->line_items;
$this->assertEquals(10.88, $invoice->amount);
$this->assertEquals("CA Sales Tax", $line_items[0]->tax_name1);
$this->assertEquals(8.75, $line_items[0]->tax_rate1);
}
public function testTaxOnCompany()