102 lines
4.2 KiB
Python
102 lines
4.2 KiB
Python
# DrCr: Web-based double-entry bookkeeping framework
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# Copyright (C) 2022–2023 Lee Yingtong Li (RunasSudo)
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as published by
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# the Free Software Foundation, either version 3 of the License, or
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# (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <https://www.gnu.org/licenses/>.
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from flask import render_template, url_for
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from drcr.models import AccountConfiguration, Posting, Transaction, TrialBalancer
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from drcr.database import db
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from drcr.webapp import eofy_date
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import drcr.plugins
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from .reports import tax_summary_report
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from . import views
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def plugin_init():
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drcr.plugins.data_sources.append(('cgt_adjustments', 'CGT adjustments'))
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drcr.plugins.advanced_reports.append(('cgt_assets', 'CGT assets'))
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drcr.plugins.advanced_reports.append(('tax_summary', 'Tax summary'))
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drcr.plugins.account_kinds.append(('austax.income1', 'Salary or wages (1)'))
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drcr.plugins.account_kinds.append(('austax.income5', 'Australian Government allowances and payments (5)'))
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drcr.plugins.account_kinds.append(('austax.income10', 'Gross interest (10)'))
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drcr.plugins.account_kinds.append(('austax.income13', 'Partnerships and trusts (13)'))
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#drcr.plugins.account_kinds.append(('austax.income18', 'Net capital gain (18)'))
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drcr.plugins.account_kinds.append(('austax.income20', 'Foreign source income and foreign assets or property (20)'))
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drcr.plugins.account_kinds.append(('austax.d2', 'Work-related travel expenses (D2)'))
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drcr.plugins.account_kinds.append(('austax.d4', 'Work-related self-education expenses (D4)'))
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drcr.plugins.account_kinds.append(('austax.d5', 'Other work-related expenses (D5)'))
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drcr.plugins.account_kinds.append(('austax.d9', 'Gifts or donations (D9)'))
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drcr.plugins.account_kinds.append(('austax.offset', 'Tax offset'))
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drcr.plugins.account_kinds.append(('austax.paygw', 'PAYG withheld amounts'))
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drcr.plugins.account_kinds.append(('austax.cgtasset', 'CGT asset'))
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drcr.plugins.account_kinds.append(('austax.rfb', 'Reportable fringe benefit'))
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drcr.plugins.transaction_providers.append(make_tax_transactions)
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def make_tax_transactions():
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report = tax_summary_report()
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tax_amount = report.by_id('total_tax').amount
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# Get EOFY date
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dt = eofy_date()
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# Estimated tax payable
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transactions = [Transaction(
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dt=dt,
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description='Estimated income tax',
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postings=[
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Posting(account='Income Tax', quantity=tax_amount.quantity, commodity='$'),
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Posting(account='Income Tax Control', quantity=-tax_amount.quantity, commodity='$')
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]
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)]
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# Mandatory study loan repayment
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loan_repayment = report.by_id('loan_repayment').amount
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if loan_repayment.quantity != 0:
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transactions.append(Transaction(
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dt=dt,
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description='Mandatory study loan repayment payable',
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postings=[
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Posting(account='HELP', quantity=loan_repayment.quantity, commodity='$'), # FIXME: Correct account
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Posting(account='Income Tax Control', quantity=-loan_repayment.quantity, commodity='$')
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]
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))
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# Get trial balance
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balancer = TrialBalancer()
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balancer.apply_transactions(db.session.scalars(db.select(Transaction).options(db.selectinload(Transaction.postings))).all())
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accounts = dict(sorted(balancer.accounts.items()))
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# Get account configurations
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account_configurations = AccountConfiguration.get_all_kinds()
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# PAYG withholding
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for account_name, kinds in account_configurations.items():
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if 'austax.paygw' in kinds:
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if account_name in accounts and accounts[account_name].quantity != 0:
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# Transfer balance to Income Tax Control
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transactions.append(Transaction(
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dt=dt,
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description='PAYG withheld amounts',
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postings=[
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Posting(account='Income Tax Control', quantity=accounts[account_name].quantity, commodity='$'),
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Posting(account=account_name, quantity=-accounts[account_name].quantity, commodity='$')
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]
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))
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return transactions
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