87 lines
3.1 KiB
Python
87 lines
3.1 KiB
Python
# DrCr: Web-based double-entry bookkeeping framework
|
|
# Copyright (C) 2022–2023 Lee Yingtong Li (RunasSudo)
|
|
#
|
|
# This program is free software: you can redistribute it and/or modify
|
|
# it under the terms of the GNU Affero General Public License as published by
|
|
# the Free Software Foundation, either version 3 of the License, or
|
|
# (at your option) any later version.
|
|
#
|
|
# This program is distributed in the hope that it will be useful,
|
|
# but WITHOUT ANY WARRANTY; without even the implied warranty of
|
|
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
|
# GNU Affero General Public License for more details.
|
|
#
|
|
# You should have received a copy of the GNU Affero General Public License
|
|
# along with this program. If not, see <https://www.gnu.org/licenses/>.
|
|
|
|
from flask import render_template
|
|
|
|
from drcr.models import AccountConfiguration, Posting, Transaction, TrialBalancer
|
|
from drcr.database import db
|
|
import drcr.plugins
|
|
from drcr.webapp import app
|
|
|
|
from .reports import tax_summary_report
|
|
|
|
from datetime import datetime
|
|
|
|
def plugin_init():
|
|
drcr.plugins.advanced_reports.append(('/tax/summary', 'Tax summary'))
|
|
|
|
drcr.plugins.account_kinds.append(('austax.income1', 'Salary or wages (1)'))
|
|
drcr.plugins.account_kinds.append(('austax.income5', 'Australian Government allowances and payments (5)'))
|
|
drcr.plugins.account_kinds.append(('austax.d4', 'Work-related self-education expenses (D4)'))
|
|
drcr.plugins.account_kinds.append(('austax.d5', 'Other work-related expenses (D5)'))
|
|
drcr.plugins.account_kinds.append(('austax.paygw', 'PAYG withheld amounts'))
|
|
|
|
drcr.plugins.transaction_providers.append(make_tax_transactions)
|
|
|
|
@app.route('/tax/summary')
|
|
def tax_summary():
|
|
report = tax_summary_report()
|
|
return render_template('report.html', report=report)
|
|
|
|
def make_tax_transactions():
|
|
report = tax_summary_report()
|
|
tax_amount = report.by_id('total_tax').amount
|
|
|
|
# Get EOFY date
|
|
dt = datetime.now().replace(month=6, day=30)
|
|
if dt < datetime.now():
|
|
dt = dt.replace(year=dt.year + 1)
|
|
|
|
# Estimated tax payable
|
|
transactions = [Transaction(
|
|
dt=dt,
|
|
description='Estimated income tax',
|
|
postings=[
|
|
Posting(account='Income Tax', quantity=tax_amount.quantity, commodity='$'),
|
|
Posting(account='Income Tax Control', quantity=-tax_amount.quantity, commodity='$')
|
|
]
|
|
)]
|
|
|
|
# Get trial balance
|
|
balancer = TrialBalancer()
|
|
balancer.apply_transactions(db.session.scalars(db.select(Transaction).options(db.selectinload(Transaction.postings))).all())
|
|
|
|
accounts = dict(sorted(balancer.accounts.items()))
|
|
|
|
# Get account configurations
|
|
account_configurations = AccountConfiguration.get_all_kinds()
|
|
|
|
# PAYG withholding
|
|
for account_name, kinds in account_configurations.items():
|
|
if 'austax.paygw' in kinds:
|
|
if accounts[account_name].quantity != 0:
|
|
# Transfer balance to Income Tax Control
|
|
transactions.append(Transaction(
|
|
dt=dt,
|
|
description='PAYG withheld amounts',
|
|
postings=[
|
|
Posting(account='Income Tax Control', quantity=accounts[account_name].quantity, commodity='$'),
|
|
Posting(account=account_name, quantity=-accounts[account_name].quantity, commodity='$')
|
|
]
|
|
))
|
|
|
|
return transactions
|