[IMP] l10n_nz: onboarding improvement

This tasks aims to improve the out-of-the-box configuration of the NZ localization by updating some tax groups, taxes, accounts and default COA settings. Task ids 3647518 & 3647460 closes odoo/odoo#154541 Signed-off-by: Olivier Colson (oco) <oco@odoo.com>
2024-03-06 14:30:37 +00:00
parent 45e9576a4d
commit d387f3d0d5
7 changed files with 20 additions and 13 deletions
@@ -15,7 +15,7 @@ Also:
    - activates a number of regional currencies.
    - sets up New Zealand taxes.
    """,
-    'author': 'Richard deMeester - Willow IT',
+    'author': 'Odoo S.A., Richard deMeester - Willow IT',
    'website': 'https://www.odoo.com/documentation/17.0/applications/finance/fiscal_localizations.html',
    'depends': [
        'account',
@@ -1,7 +1,7 @@
 <?xml version="1.0" encoding="utf-8"?>
 <odoo auto_sequence="1">
    <record id="tax_report" model="account.report">
-        <field name="name">Tax Report</field>
+        <field name="name">GST Report</field>
        <field name="root_report_id" ref="account.generic_tax_report"/>
        <field name="country_id" ref="base.nz"/>
        <field name="filter_fiscal_position" eval="True"/>
@@ -10,7 +10,8 @@
 "nz_11310","11310","Raw Materials","asset_current","False"
 "nz_11320","11320","Finished Goods","asset_current","False"
 "nz_11330","11330","Trading Stock on Hand","asset_current","False"
-"nz_11340","11340","Goods Shipped Not Invoiced","asset_current","False"
+"nz_11340","11340","Goods Shipped not Invoiced","asset_current","False"
+"nz_11350","11350","Work In Process (Inventory)","asset_current","False"
 "nz_12100","12100","Deposits Paid","asset_prepayments","False"
 "nz_12200","12200","Prepaid Insurance","asset_current","False"
 "nz_13110","13110","Manufacturing Plant at Cost","asset_fixed","False"
@@ -25,8 +26,9 @@
 "nz_13420","13420","Motor Vehicles Accum Dep","asset_fixed","False"
 "nz_21110","21110","Credit Card","liability_current","False"
 "nz_21200","21200","Trade Creditors","liability_payable","True"
-"nz_21210","21210","A/P Accrual - Inventory","liability_current","False"
+"nz_21210","21210","Goods Received not Billed","liability_current","False"
 "nz_21310","21310","GST Collected","liability_current","False"
+"nz_21320","21320","GST Payments","liability_current","False"
 "nz_21330","21330","GST Paid","asset_current","False"
 "nz_21350","21350","Fuel Tax Credits Accrued","liability_current","False"
 "nz_21360","21360","Import Duty Payable","liability_current","False"
@@ -1,5 +1,5 @@
 "id","name","sequence","description","invoice_label","type_tax_use","amount_type","amount","price_include","tax_group_id","repartition_line_ids/repartition_type","repartition_line_ids/document_type","repartition_line_ids/tag_ids","repartition_line_ids/account_id"
-"nz_tax_sale_15","15%","1","Sale (15%)","GST Sales","sale","percent","15.0","False","tax_group_15","base","invoice","+BOX 5",""
+"nz_tax_sale_15","15%","1","Sale (15%)","GST Sales","sale","percent","15.0","False","tax_group_gst_15","base","invoice","+BOX 5",""
 "","","","","","","","","","","tax","invoice","+BOX 5","nz_21310"
 "","","","","","","","","","","base","refund","-BOX 5",""
 "","","","","","","","","","","tax","refund","-BOX 5","nz_21310"
@@ -11,7 +11,7 @@
 "","","","","","","","","","","tax","invoice","",""
 "","","","","","","","","","","base","refund","-BOX 5||-BOX 6",""
 "","","","","","","","","","","tax","refund","",""
-"nz_tax_purchase_15","15%","1","Purch (15%)","GST Purchases","purchase","percent","15.0","False","tax_group_15","base","invoice","+BOX 11",""
+"nz_tax_purchase_15","15%","1","Purch (15%)","GST Purchases","purchase","percent","15.0","False","tax_group_gst_15","base","invoice","+BOX 11",""
 "","","","","","","","","","","tax","invoice","+BOX 11","nz_21330"
 "","","","","","","","","","","base","refund","-BOX 11",""
 "","","","","","","","","","","tax","refund","-BOX 11","nz_21330"
@@ -1,5 +1,4 @@
-"id","name","country_id"
-"tax_group_0","TAX 0%","base.nz"
-"tax_group_gst_15","GST 15%","base.nz"
-"tax_group_15","TAX 15%","base.nz"
-"tax_group_100","GST 100%","base.nz"
+"id","name","country_id","tax_payable_account_id","tax_receivable_account_id"
+"tax_group_0","GST 0%","base.nz","nz_21320","nz_21320"
+"tax_group_gst_15","GST 15%","base.nz","nz_21320","nz_21320"
+"tax_group_100","GST 100%","base.nz","nz_21320","nz_21320"
@@ -1,5 +1,5 @@
 # Part of Odoo. See LICENSE file for full copyright and licensing details.
-from odoo import models
+from odoo import models, fields
 from odoo.addons.account.models.chart_template import template


@@ -17,6 +17,7 @@ class AccountChartTemplate(models.AbstractModel):
            'property_stock_account_input_categ_id': 'nz_21210',
            'property_stock_account_output_categ_id': 'nz_11340',
            'property_stock_valuation_account_id': 'nz_11330',
+            'property_stock_account_production_cost_id': 'nz_11350',
        }

    @template('nz', 'res.company')
@@ -35,5 +36,10 @@ class AccountChartTemplate(models.AbstractModel):
                'account_journal_early_pay_discount_gain_account_id': 'nz_61620',
                'account_sale_tax_id': 'nz_tax_sale_15',
                'account_purchase_tax_id': 'nz_tax_purchase_15',
+                'fiscalyear_last_month': '3',
+                'fiscalyear_last_day': 31,
+                # Changing the opening date to the first day of the fiscal year.
+                # This way the opening entries will be set to the 31st of March.
+                'account_opening_date': fields.Date.context_today(self).replace(month=4, day=1),
            },
        }
@@ -1093,7 +1093,7 @@
            <field name="code">nz</field>
            <field name="currency_id" ref="NZD" />
            <field eval="64" name="phone_code" />
-            <field name="vat_label">IRD/GST</field>
+            <field name="vat_label">GST</field>
        </record>
        <record id="om" model="res.country">
            <field name="name">Oman</field>