Merge pull request #47627 from ljain112/fix-item--tax-template-taxes

fix: auto append_taxes_from_item_tax_template in backend

erpnext/accounts/doctype/accounts_settings/accounts_settings.js

@@ -22,4 +22,21 @@ frappe.ui.form.on("Accounts Settings", {
 			}
 		);
 	},
+
+	add_taxes_from_taxes_and_charges_template(frm) {
+		toggle_tax_settings(frm, "add_taxes_from_taxes_and_charges_template");
+	},
+	add_taxes_from_item_tax_template(frm) {
+		toggle_tax_settings(frm, "add_taxes_from_item_tax_template");
+	},
 });
+
+function toggle_tax_settings(frm, field_name) {
+	if (frm.doc[field_name]) {
+		const other_field =
+			field_name === "add_taxes_from_item_tax_template"
+				? "add_taxes_from_taxes_and_charges_template"
+				: "add_taxes_from_item_tax_template";
+		frm.set_value(other_field, 0);
+	}
+}

erpnext/accounts/doctype/accounts_settings/accounts_settings.json

@@ -32,6 +32,7 @@
   "determine_address_tax_category_from",
   "column_break_19",
   "add_taxes_from_item_tax_template",
+  "add_taxes_from_taxes_and_charges_template",
   "book_tax_discount_loss",
   "round_row_wise_tax",
   "print_settings",
@@ -623,6 +624,13 @@
    "fieldname": "allow_pegged_currencies_exchange_rates",
    "fieldtype": "Check",
    "label": "Allow Implicit Pegged Currency Conversion"
+  },
+  {
+   "default": "0",
+   "description": "If no taxes are set, and Taxes and Charges Template is selected, the system will automatically apply the taxes from the chosen template.",
+   "fieldname": "add_taxes_from_taxes_and_charges_template",
+   "fieldtype": "Check",
+   "label": "Automatically Add Taxes from Taxes and Charges Template"
   }
  ],
  "grid_page_length": 50,

erpnext/accounts/doctype/accounts_settings/accounts_settings.py

@@ -25,6 +25,7 @@ class AccountsSettings(Document):
 
 		acc_frozen_upto: DF.Date | None
 		add_taxes_from_item_tax_template: DF.Check
+		add_taxes_from_taxes_and_charges_template: DF.Check
 		allow_multi_currency_invoices_against_single_party_account: DF.Check
 		allow_pegged_currencies_exchange_rates: DF.Check
 		allow_stale: DF.Check
@@ -76,6 +77,7 @@ class AccountsSettings(Document):
 	# end: auto-generated types
 
 	def validate(self):
+		self.validate_auto_tax_settings()
 		old_doc = self.get_doc_before_save()
 		clear_cache = False
 
@@ -142,3 +144,13 @@ class AccountsSettings(Document):
 		if self.has_value_changed("reconciliation_queue_size"):
 			if cint(self.reconciliation_queue_size) < 5 or cint(self.reconciliation_queue_size) > 100:
 				frappe.throw(_("Queue Size should be between 5 and 100"))
+
+	def validate_auto_tax_settings(self):
+		if self.add_taxes_from_item_tax_template and self.add_taxes_from_taxes_and_charges_template:
+			frappe.throw(
+				_("You cannot enable both the settings '{0}' and '{1}'.").format(
+					frappe.bold(self.meta.get_label("add_taxes_from_item_tax_template")),
+					frappe.bold(self.meta.get_label("add_taxes_from_taxes_and_charges_template")),
+				),
+				title=_("Auto Tax Settings Error"),
+			)

erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py

@@ -843,6 +843,10 @@ class TestSalesInvoice(ERPNextTestSuite):
 		w = self.make()
 		self.assertEqual(w.outstanding_amount, w.base_rounded_total)
 
+	@IntegrationTestCase.change_settings(
+		"Accounts Settings",
+		{"add_taxes_from_item_tax_template": 0, "add_taxes_from_taxes_and_charges_template": 0},
+	)
 	def test_rounded_total_with_cash_discount(self):
 		si = frappe.copy_doc(self.globalTestRecords["Sales Invoice"][2])
 

erpnext/controllers/accounts_controller.py

@@ -1138,10 +1138,17 @@ class AccountsController(TransactionBase):
 			return True
 
 	def set_taxes_and_charges(self):
+		if self.get("taxes") or self.get("is_pos"):
+			return
+
+		if frappe.get_single_value(
+			"Accounts Settings", "add_taxes_from_taxes_and_charges_template"
+		) and hasattr(self, "taxes_and_charges"):
+			if tax_master_doctype := self.meta.get_field("taxes_and_charges").options:
+				self.append_taxes_from_master(tax_master_doctype)
+
 		if frappe.get_single_value("Accounts Settings", "add_taxes_from_item_tax_template"):
-			if hasattr(self, "taxes_and_charges") and not self.get("taxes") and not self.get("is_pos"):
-				if tax_master_doctype := self.meta.get_field("taxes_and_charges").options:
-					self.append_taxes_from_master(tax_master_doctype)
+			self.append_taxes_from_item_tax_template()
 
 	def append_taxes_from_master(self, tax_master_doctype=None):
 		if self.get("taxes_and_charges"):
@@ -1174,6 +1181,8 @@ class AccountsController(TransactionBase):
 							"rate": 0,
 							"description": account_head,
 							"set_by_item_tax_template": 1,
+							"category": "Total",
+							"add_deduct_tax": "Add",
 						},
 					)
 

erpnext/controllers/tests/test_accounts_controller.py

@@ -935,7 +935,10 @@ class TestAccountsController(IntegrationTestCase):
 		self.assertEqual(exc_je_for_si, [])
 		self.assertEqual(exc_je_for_pe, [])
 
-	@IntegrationTestCase.change_settings("Accounts Settings", {"add_taxes_from_item_tax_template": 1})
+	@IntegrationTestCase.change_settings(
+		"Accounts Settings",
+		{"add_taxes_from_item_tax_template": 0, "add_taxes_from_taxes_and_charges_template": 1},
+	)
 	def test_18_fetch_taxes_based_on_taxes_and_charges_template(self):
 		# Create a Sales Taxes and Charges Template
 		if not frappe.db.exists("Sales Taxes and Charges Template", "_Test Tax - _TC"):
@@ -964,6 +967,30 @@ class TestAccountsController(IntegrationTestCase):
 
 		self.assertEqual(sinv.total_taxes_and_charges, 4.5)
 
+	@IntegrationTestCase.change_settings(
+		"Accounts Settings",
+		{"add_taxes_from_item_tax_template": 1, "add_taxes_from_taxes_and_charges_template": 0},
+	)
+	def test_19_fetch_taxes_based_on_item_tax_template_template(self):
+		# Create a Sales Invoice
+		sinv = frappe.new_doc("Sales Invoice")
+		sinv.customer = self.customer
+		sinv.company = self.company
+		sinv.currency = "INR"
+		sinv.append(
+			"items",
+			{
+				"item_code": "_Test Item",
+				"qty": 1,
+				"rate": 50,
+				"item_tax_template": "_Test Account Excise Duty @ 10 - _TC",
+			},
+		)
+		sinv.insert()
+
+		self.assertEqual(sinv.taxes[0].account_head, "_Test Account Excise Duty - _TC")
+		self.assertEqual(sinv.total_taxes_and_charges, 5)
+
 	def test_20_journal_against_sales_invoice(self):
 		# Invoice in Foreign Currency
 		si = self.create_sales_invoice(qty=1, conversion_rate=80, rate=1)

erpnext/selling/doctype/quotation/test_quotation.py

@@ -179,6 +179,10 @@ class TestQuotation(IntegrationTestCase):
 		sales_order.delivery_date = nowdate()
 		sales_order.insert()
 
+	@IntegrationTestCase.change_settings(
+		"Accounts Settings",
+		{"add_taxes_from_item_tax_template": 0, "add_taxes_from_taxes_and_charges_template": 0},
+	)
 	def test_make_sales_order_with_terms(self):
 		from erpnext.selling.doctype.quotation.quotation import make_sales_order
 
@@ -718,6 +722,10 @@ class TestQuotation(IntegrationTestCase):
 		quotation.items[0].conversion_factor = 2.23
 		self.assertRaises(frappe.ValidationError, quotation.save)
 
+	@IntegrationTestCase.change_settings(
+		"Accounts Settings",
+		{"add_taxes_from_item_tax_template": 1, "add_taxes_from_taxes_and_charges_template": 0},
+	)
 	def test_item_tax_template_for_quotation(self):
 		from erpnext.stock.doctype.item.test_item import make_item
 
@@ -759,10 +767,7 @@ class TestQuotation(IntegrationTestCase):
 			item_doc.save()
 
 		quotation = make_quotation(item_code="_Test Item Tax Template QTN", qty=1, rate=100, do_not_submit=1)
-		self.assertFalse(quotation.taxes)
 
-		quotation.append_taxes_from_item_tax_template()
-		quotation.save()
 		self.assertTrue(quotation.taxes)
 		for row in quotation.taxes:
 			self.assertEqual(row.account_head, "_Test Vat - _TC")