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Allow to round taxes on order-level (#5019)
* Allow to round taxes on order-level * Rename get_cart_total * Persist rounding mode with order * Add general docs * Order creation API * Update fee algorithm * Rounding on payment method change * Round when splitting order * Fix failing tests * Add settings page * Add tests * Replace algorithm * Add test case for currency rounding * Improve order change * Update flowchart * Update discount logic (more hypothetical, we don't store rounding on cart positions atm) * Rename internal method * Fix typo * Update help text * Apply suggestions from code review Co-authored-by: luelista <weller@rami.io> * Order rounding refactor (#5571) * Add RoundingCorrectionMixin providing before-rounding-values as properties * Use gross_price_before_rounding in more places * Update doc/development/algorithms/pricing.rst Co-authored-by: Martin Gross <gross@rami.io> * Allow to override on perform_order * Rebase migration * Fix event cancellation --------- Co-authored-by: luelista <weller@rami.io> Co-authored-by: Martin Gross <gross@rami.io>
This commit is contained in:
Raphael Michel
@@ -68,7 +68,7 @@ from pretix.base.reldate import RelativeDateField, RelativeDateTimeField
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from pretix.base.services.placeholders import FormPlaceholderMixin
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from pretix.base.settings import (
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COUNTRIES_WITH_STATE_IN_ADDRESS, DEFAULTS, PERSON_NAME_SCHEMES,
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PERSON_NAME_TITLE_GROUPS, validate_event_settings,
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PERSON_NAME_TITLE_GROUPS, ROUNDING_MODES, validate_event_settings,
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)
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from pretix.base.validators import multimail_validate
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from pretix.control.forms import (
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@@ -541,7 +541,6 @@ class EventSettingsForm(EventSettingsValidationMixin, FormPlaceholderMixin, Sett
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'show_date_to',
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'show_times',
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'show_items_outside_presale_period',
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'display_net_prices',
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'hide_prices_from_attendees',
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'presale_start_show_date',
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'locales',
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@@ -799,6 +798,80 @@ class PaymentSettingsForm(EventSettingsValidationMixin, SettingsForm):
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return value
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class DisplayNetPricesBooleanSelect(forms.RadioSelect):
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def __init__(self, attrs=None):
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choices = (
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("false", format_html(
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'{} <br><span class="text-muted">{}</span>',
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_("Prices including tax"),
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_("Recommended if you sell tickets at least partly to consumers.")
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)),
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("true", format_html(
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'{} <br><span class="text-muted">{}</span>',
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_("Prices excluding tax"),
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_("Recommended only if you sell tickets primarily to business customers.")
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)),
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)
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super().__init__(attrs, choices)
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def format_value(self, value):
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try:
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return {
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True: "true",
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False: "false",
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"true": "true",
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"false": "false",
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}[value]
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except KeyError:
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return "unknown"
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def value_from_datadict(self, data, files, name):
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value = data.get(name)
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return {
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True: True,
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"True": True,
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"False": False,
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False: False,
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"true": True,
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"false": False,
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}.get(value)
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class TaxSettingsForm(EventSettingsValidationMixin, SettingsForm):
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auto_fields = [
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'display_net_prices',
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'tax_rounding',
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]
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def __init__(self, *args, **kwargs):
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super().__init__(*args, **kwargs)
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self.fields["display_net_prices"].label = _("Prices shown to customer")
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self.fields["display_net_prices"].widget = DisplayNetPricesBooleanSelect()
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help_text = {
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"line": _(
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"Recommended when e-invoicing is not required. Each product will be sold with the advertised "
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"net and gross price. However, in orders of more than one product, the total tax amount "
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"can differ from when it would be computed from the order total."
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),
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"sum_by_net": _(
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"Recommended for e-invoicing when you primarily sell to business customers and "
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"show prices to customers excluding tax. "
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"The gross price of some products may be changed to ensure correct rounding, while the net "
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"prices will be kept as configured. This may cause the actual payment amount to differ."
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),
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"sum_by_net_keep_gross": _(
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"Recommended for e-invoicing when you primarily sell to consumers. "
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"The gross or net price of some products may be changed automatically to ensure correct "
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"rounding of the order total. The system attempts to keep gross prices as configured whenever "
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"possible. Gross prices may still change if they are impossible to derive from a rounded net price."
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),
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}
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self.fields["tax_rounding"].choices = (
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(k, format_html('{}<br><span class="text-muted">{}</span>', v, help_text.get(k, "")))
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for k, v in ROUNDING_MODES
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)
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class ProviderForm(SettingsForm):
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"""
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This is a SettingsForm, but if fields are set to required=True, validation
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@@ -1527,7 +1600,10 @@ class TaxRuleLineForm(I18nForm):
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rate = forms.DecimalField(
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label=_('Deviating tax rate'),
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max_digits=10, decimal_places=2,
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required=False
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required=False,
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widget=forms.NumberInput(attrs={
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'placeholder': _('Deviating tax rate'),
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})
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)
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invoice_text = I18nFormField(
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label=_('Text on invoice'),
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@@ -86,7 +86,7 @@ def get_event_navigation(request: HttpRequest):
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'active': url.url_name == 'event.settings.mail',
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},
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{
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'label': _('Tax rules'),
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'label': _('Taxes'),
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'url': reverse('control:event.settings.tax', kwargs={
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'event': request.event.slug,
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'organizer': request.event.organizer.slug,
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@@ -243,7 +243,6 @@
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{% bootstrap_field sform.show_times layout="control" %}
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<h4>{% trans "Product list" %}</h4>
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{% bootstrap_field sform.show_quota_left layout="control" %}
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{% bootstrap_field sform.display_net_prices layout="control" %}
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{% bootstrap_field sform.show_variations_expanded layout="control" %}
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{% bootstrap_field sform.hide_sold_out layout="control" %}
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120
src/pretix/control/templates/pretixcontrol/event/tax.html
Normal file
120
src/pretix/control/templates/pretixcontrol/event/tax.html
Normal file
@@ -0,0 +1,120 @@
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{% extends "pretixcontrol/event/settings_base.html" %}
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{% load i18n %}
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{% load bootstrap3 %}
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{% block title %}{% trans "Taxes" %}{% endblock %}
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{% block inside %}
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<h1>{% trans "Taxes" %}</h1>
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{% bootstrap_form_errors form layout="control" %}
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<fieldset>
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<legend>{% trans "Tax rules" %}</legend>
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<p>
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{% blocktrans trimmed %}
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Tax rules define different taxation scenarios that can then be assigned to the individual products.
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Each tax rule contains a default tax rate and can optionally contain additional rules that depend
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on the customer's country and type.
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{% endblocktrans %}
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</p>
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{% if taxrules|length == 0 %}
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<div class="empty-collection">
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<p>
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{% blocktrans trimmed %}
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You haven't created any tax rules yet.
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{% endblocktrans %}
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</p>
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<a href="{% url "control:event.settings.tax.add" organizer=request.event.organizer.slug event=request.event.slug %}"
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class="btn btn-primary btn-lg"><i class="fa fa-plus"></i> {% trans "Create a new tax rule" %}</a>
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</div>
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{% else %}
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<div class="table-responsive">
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<table class="table table-hover table-quotas">
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<thead>
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<tr>
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<th>{% trans "Name" %}</th>
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<th>{% trans "Default" %}</th>
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<th>{% trans "Usage" %}</th>
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<th>{% trans "Rate" %}</th>
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<th class="action-col-2"></th>
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</tr>
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</thead>
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<tbody>
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{% for tr in taxrules %}
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<tr>
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<td>
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<strong><a
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href="{% url "control:event.settings.tax.edit" organizer=request.event.organizer.slug event=request.event.slug rule=tr.id %}">
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{{ tr.internal_name|default:tr.name }}
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</a></strong>
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</td>
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<td>
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{% if tr.default %}
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<span class="text-success">
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<span class="fa fa-check"></span>
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{% trans "Default" %}
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</span>
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{% else %}
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<form class="form-inline" method="post"
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action="{% url "control:event.settings.tax.default" organizer=request.event.organizer.slug event=request.event.slug rule=tr.id %}">
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{% csrf_token %}
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<button class="btn btn-default btn-sm">
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{% trans "Make default" %}
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</button>
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</form>
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{% endif %}
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</td>
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<td>
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{% blocktrans trimmed count count=tr.c_items %}
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{{ count }} product
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{% plural %}
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{{ count }} products
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{% endblocktrans %}
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</td>
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<td>
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{% if tr.price_includes_tax %}
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{% blocktrans with rate=tr.rate %}incl. {{ rate }} %{% endblocktrans %}
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{% else %}
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{% blocktrans with rate=tr.rate %}excl. {{ rate }} %{% endblocktrans %}
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{% endif %}
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{% if tr.has_custom_rules %}
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<br><small>{% trans "with custom rules" %}</small>
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{% elif tr.eu_reverse_charge %}
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<br><small>{% trans "reverse charge enabled" %}</small>
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{% endif %}
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</td>
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<td class="text-right flip">
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<a href="{% url "control:event.settings.tax.edit" organizer=request.event.organizer.slug event=request.event.slug rule=tr.id %}"
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class="btn btn-default btn-sm"><i class="fa fa-edit"></i></a>
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<a href="{% url "control:event.settings.tax.delete" organizer=request.event.organizer.slug event=request.event.slug rule=tr.id %}"
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class="btn btn-danger btn-sm"><i class="fa fa-trash"></i></a>
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</td>
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</tr>
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{% endfor %}
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</tbody>
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<tfoot>
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<tr>
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<td colspan="5">
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<a href="{% url "control:event.settings.tax.add" organizer=request.event.organizer.slug event=request.event.slug %}"
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class="btn btn-default"><i class="fa fa-plus"></i> {% trans "Create a new tax rule" %}
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</a>
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</td>
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</tr>
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</tfoot>
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</table>
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</div>
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{% endif %}
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</fieldset>
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<form action="" method="post" class="form-horizontal">
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{% csrf_token %}
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<fieldset>
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<legend>{% trans "Tax settings" %}</legend>
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{% bootstrap_field form.tax_rounding layout="control" %}
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{% bootstrap_field form.display_net_prices layout="control" %}
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</fieldset>
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<div class="form-group submit-group">
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<button type="submit" class="btn btn-primary btn-save">
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{% trans "Save" %}
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</button>
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</div>
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</form>
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{% endblock %}
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@@ -1,77 +0,0 @@
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{% extends "pretixcontrol/event/settings_base.html" %}
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{% load i18n %}
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{% block title %}{% trans "Tax rules" %}{% endblock %}
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{% block inside %}
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<h1>{% trans "Tax rules" %}</h1>
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{% if taxrules|length == 0 %}
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<div class="empty-collection">
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<p>
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{% blocktrans trimmed %}
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You haven't created any tax rules yet.
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{% endblocktrans %}
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</p>
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<a href="{% url "control:event.settings.tax.add" organizer=request.event.organizer.slug event=request.event.slug %}"
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class="btn btn-primary btn-lg"><i class="fa fa-plus"></i> {% trans "Create a new tax rule" %}</a>
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</div>
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{% else %}
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<p>
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<a href="{% url "control:event.settings.tax.add" organizer=request.event.organizer.slug event=request.event.slug %}" class="btn btn-default"><i class="fa fa-plus"></i> {% trans "Create a new tax rule" %}
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</a>
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</p>
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<div class="table-responsive">
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<table class="table table-hover table-quotas">
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<thead>
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<tr>
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<th>{% trans "Name" %}</th>
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<th>{% trans "Default" %}</th>
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<th>{% trans "Rate" %}</th>
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<th class="action-col-2"></th>
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</tr>
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</thead>
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<tbody>
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{% for tr in taxrules %}
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<tr>
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<td>
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<strong><a href="{% url "control:event.settings.tax.edit" organizer=request.event.organizer.slug event=request.event.slug rule=tr.id %}">
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{{ tr.internal_name|default:tr.name }}
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</a></strong>
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</td>
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<td>
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{% if tr.default %}
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<span class="text-success">
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<span class="fa fa-check"></span>
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{% trans "Default" %}
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</span>
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{% else %}
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<form class="form-inline" method="post"
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action="{% url "control:event.settings.tax.default" organizer=request.event.organizer.slug event=request.event.slug rule=tr.id %}">
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{% csrf_token %}
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<button class="btn btn-default btn-sm">
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{% trans "Make default" %}
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</button>
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</form>
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{% endif %}
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</td>
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<td>
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{% if tr.price_includes_tax %}
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{% blocktrans with rate=tr.rate%}incl. {{ rate }} %{% endblocktrans %}
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{% else %}
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{% blocktrans with rate=tr.rate%}excl. {{ rate }} %{% endblocktrans %}
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{% endif %}
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{% if tr.eu_reverse_charge %}
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({% trans "reverse charge enabled" %})
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{% endif %}
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</td>
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<td class="text-right flip">
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<a href="{% url "control:event.settings.tax.edit" organizer=request.event.organizer.slug event=request.event.slug rule=tr.id %}" class="btn btn-default btn-sm"><i class="fa fa-edit"></i></a>
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<a href="{% url "control:event.settings.tax.delete" organizer=request.event.organizer.slug event=request.event.slug rule=tr.id %}" class="btn btn-danger btn-sm"><i class="fa fa-trash"></i></a>
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</td>
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</tr>
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{% endfor %}
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</tbody>
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</table>
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</div>
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{% endif %}
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{% include "pretixcontrol/pagination.html" %}
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{% endblock %}
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@@ -681,6 +681,16 @@
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</small>
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{% endif %}
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{% endif %}
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{% if django_settings.DEBUG %}
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<br/>
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<small class="admin-only">
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price = {{ line.price|floatformat:2 }}<br>
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rounding_correction = {{ line.price_includes_rounding_correction|floatformat:2 }}<br>
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tax_value = {{ line.tax_value|floatformat:2 }}<br>
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tax_value_rounding_correction = {{ line.tax_value_includes_rounding_correction|floatformat:2 }}<br>
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voucher_budget_use = {{ line.voucher_budget_use|floatformat:2 }}
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</small>
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{% endif %}
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</div>
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<div class="clearfix"></div>
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</div>
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@@ -721,6 +731,16 @@
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</small>
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{% endif %}
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{% endif %}
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{% if django_settings.DEBUG %}
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<br/>
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<small class="admin-only">
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price = {{ fee.value|floatformat:2 }}<br>
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rounding_correction = {{ fee.value_includes_rounding_correction|floatformat:2 }}<br>
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tax_value = {{ fee.tax_value|floatformat:2 }}<br>
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tax_value_rounding_correction = {{ fee.tax_value_includes_rounding_correction|floatformat:2 }}<br>
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voucher_budget_use = {{ fee.voucher_budget_use|floatformat:2 }}
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</small>
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{% endif %}
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</div>
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<div class="clearfix"></div>
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</div>
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@@ -749,6 +769,10 @@
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</div>
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<div class="col-md-3 col-xs-6 col-md-offset-5 price">
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<strong>{{ items.total|money:event.currency }}</strong>
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<br/>
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<small class="admin-only">
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tax_rounding_mode = {{ order.tax_rounding_mode }}
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</small>
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</div>
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<div class="clearfix"></div>
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</div>
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@@ -56,8 +56,26 @@
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<td>{{ t.get_tax_code_display }}</td>
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<td class="text-right flip">{{ t.count }} ×</td>
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<td class="text-right flip">{{ t.price|money:request.event.currency }}</td>
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<td class="text-right flip">{{ t.full_tax_value|money:request.event.currency }}</td>
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<td class="text-right flip">{{ t.full_price|money:request.event.currency }}</td>
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<td class="text-right flip">
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{{ t.full_tax_value|money:request.event.currency }}
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{% if t.full_price_includes_rounding_correction %}
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<br><small>
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{% blocktrans trimmed with amount=t.full_tax_value_includes_rounding_correction|money:request.event.currency %}
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incl. {{ amount }} rounding correction
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{% endblocktrans %}
|
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</small>
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{% endif %}
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</td>
|
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<td class="text-right flip">
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{{ t.full_price|money:request.event.currency }}
|
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{% if t.full_price_includes_rounding_correction %}
|
||||
<br><small>
|
||||
{% blocktrans trimmed with amount=t.full_price_includes_rounding_correction|money:request.event.currency %}
|
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incl. {{ amount }} rounding correction
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||||
{% endblocktrans %}
|
||||
</small>
|
||||
{% endif %}
|
||||
</td>
|
||||
</tr>
|
||||
{% endfor %}
|
||||
</tbody>
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@@ -290,7 +290,7 @@ urlpatterns = [
|
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re_path(r'^settings/invoice$', event.InvoiceSettings.as_view(), name='event.settings.invoice'),
|
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re_path(r'^settings/invoice/preview$', event.InvoicePreview.as_view(), name='event.settings.invoice.preview'),
|
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re_path(r'^settings/display', event.DisplaySettings.as_view(), name='event.settings.display'),
|
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re_path(r'^settings/tax/$', event.TaxList.as_view(), name='event.settings.tax'),
|
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re_path(r'^settings/tax/$', event.TaxSettings.as_view(), name='event.settings.tax'),
|
||||
re_path(r'^settings/tax/(?P<rule>\d+)/$', event.TaxUpdate.as_view(), name='event.settings.tax.edit'),
|
||||
re_path(r'^settings/tax/add$', event.TaxCreate.as_view(), name='event.settings.tax.add'),
|
||||
re_path(r'^settings/tax/(?P<rule>\d+)/delete$', event.TaxDelete.as_view(), name='event.settings.tax.delete'),
|
||||
|
||||
@@ -54,7 +54,7 @@ from django.contrib.contenttypes.models import ContentType
|
||||
from django.core.exceptions import PermissionDenied
|
||||
from django.core.files import File
|
||||
from django.db import transaction
|
||||
from django.db.models import ProtectedError
|
||||
from django.db.models import Count, ProtectedError
|
||||
from django.forms import inlineformset_factory
|
||||
from django.http import (
|
||||
Http404, HttpResponse, HttpResponseBadRequest, HttpResponseNotAllowed,
|
||||
@@ -90,7 +90,7 @@ from pretix.control.forms.event import (
|
||||
EventFooterLinkFormset, EventMetaValueForm, EventSettingsForm,
|
||||
EventUpdateForm, InvoiceSettingsForm, ItemMetaPropertyForm,
|
||||
MailSettingsForm, PaymentSettingsForm, ProviderForm, QuickSetupForm,
|
||||
QuickSetupProductFormSet, TaxRuleForm, TaxRuleLineFormSet,
|
||||
QuickSetupProductFormSet, TaxRuleForm, TaxRuleLineFormSet, TaxSettingsForm,
|
||||
TicketSettingsForm, WidgetCodeForm,
|
||||
)
|
||||
from pretix.control.permissions import EventPermissionRequiredMixin
|
||||
@@ -648,6 +648,25 @@ class PaymentSettings(EventSettingsViewMixin, EventSettingsFormView):
|
||||
return context
|
||||
|
||||
|
||||
class TaxSettings(EventSettingsViewMixin, EventSettingsFormView):
|
||||
template_name = 'pretixcontrol/event/tax.html'
|
||||
form_class = TaxSettingsForm
|
||||
permission = 'can_change_event_settings'
|
||||
|
||||
def get_success_url(self) -> str:
|
||||
return reverse('control:event.settings.tax', kwargs={
|
||||
'organizer': self.request.organizer.slug,
|
||||
'event': self.request.event.slug,
|
||||
})
|
||||
|
||||
def get_context_data(self, *args, **kwargs) -> dict:
|
||||
context = super().get_context_data(*args, **kwargs)
|
||||
context['taxrules'] = self.request.event.tax_rules.annotate(
|
||||
c_items=Count("item")
|
||||
).all()
|
||||
return context
|
||||
|
||||
|
||||
class InvoiceSettings(EventSettingsViewMixin, EventSettingsFormView):
|
||||
model = Event
|
||||
form_class = InvoiceSettingsForm
|
||||
@@ -1263,16 +1282,6 @@ class EventComment(EventPermissionRequiredMixin, View):
|
||||
})
|
||||
|
||||
|
||||
class TaxList(EventSettingsViewMixin, EventPermissionRequiredMixin, PaginationMixin, ListView):
|
||||
model = TaxRule
|
||||
context_object_name = 'taxrules'
|
||||
template_name = 'pretixcontrol/event/tax_index.html'
|
||||
permission = 'can_change_event_settings'
|
||||
|
||||
def get_queryset(self):
|
||||
return self.request.event.tax_rules.all()
|
||||
|
||||
|
||||
class TaxCreate(EventSettingsViewMixin, EventPermissionRequiredMixin, CreateView):
|
||||
model = TaxRule
|
||||
form_class = TaxRuleForm
|
||||
|
||||
@@ -633,7 +633,9 @@ class OrderTransactions(OrderView):
|
||||
ctx['sums'] = self.order.transactions.aggregate(
|
||||
sum_count=Sum('count'),
|
||||
full_price=Sum(F('count') * F('price')),
|
||||
full_price_includes_rounding_correction=Sum(F('count') * F('price_includes_rounding_correction')),
|
||||
full_tax_value=Sum(F('count') * F('tax_value')),
|
||||
full_tax_value_includes_rounding_correction=Sum(F('count') * F('tax_value_includes_rounding_correction')),
|
||||
)
|
||||
return ctx
|
||||
|
||||
|
||||
Reference in New Issue
Block a user