fix: dynamic tax rate for default tax template in setup wizard

india_compliance/gst_india/constants/custom_fields.py

@@ -53,6 +53,15 @@
             "insert_after": "parent_company",
         },
         *party_fields[1:],
+        {
+            "fieldname": "default_gst_rate",
+            "label": "Default GST Rate (%)",
+            "fieldtype": "Select",
+            "options": "5\n12\n18\n28",
+            "default": 18,
+            "depends_on": "eval:doc.country == 'India' && doc.__islocal",
+            "insert_after": "country",
+        },
         {
             "fieldname": "default_customs_expense_account",
             "label": "Default Customs Duty Expense Account",

india_compliance/gst_india/overrides/company.py

@@ -22,11 +22,14 @@ def make_company_fixtures(doc, method=None):
     if not frappe.flags.country_change or doc.country != "India":
         return
 
-    create_company_fixtures(doc.name)
+    create_company_fixtures(doc.name, doc.default_gst_rate)
 
 
-def create_company_fixtures(company):
-    make_default_tax_templates(company)
+def create_company_fixtures(company, tax_rate=None):
+    if not frappe.flags.in_setup_wizard:
+        # Manual Trigger in Setup Wizard with custom rate
+        make_default_tax_templates(company, tax_rate=tax_rate)
+
     make_default_customs_accounts(company)
     make_default_gst_expense_accounts(company)
 
@@ -57,14 +60,41 @@ def make_default_gst_expense_accounts(company):
 
 
 @frappe.whitelist()
-def make_default_tax_templates(company: str):
+def make_default_tax_templates(company: str, tax_rate=None):
     frappe.has_permission("Company", ptype="write", doc=company, throw=True)
 
-    default_taxes = frappe.get_file_json(get_data_file_path("tax_defaults.json"))
+    default_taxes = get_tax_defaults(tax_rate)
     from_detailed_data(company, default_taxes)
     update_gst_settings(company)
 
 
+def get_tax_defaults(tax_rate):
+    if not tax_rate:
+        tax_rate = 18
+
+    tax_rate = int(tax_rate)
+    default_taxes = frappe.get_file_json(get_data_file_path("tax_defaults.json"))
+    if tax_rate == 18:
+        return default_taxes
+
+    return modify_tax_defaults(default_taxes, tax_rate)
+
+
+def modify_tax_defaults(default_taxes, tax_rate):
+    # Identifying new_rate based on existing rate
+    for template_type in ("sales_tax_templates", "purchase_tax_templates"):
+        template = default_taxes["chart_of_accounts"]["*"][template_type]
+        for tax in template:
+            for row in tax.get("taxes"):
+                rate = (
+                    tax_rate if row["account_head"]["tax_rate"] == 18 else tax_rate / 2
+                )
+
+                row["account_head"]["tax_rate"] = rate
+
+    return default_taxes
+
+
 def update_gst_settings(company):
     # Will only add default GST accounts if present
     input_account_names = ["Input Tax CGST", "Input Tax SGST", "Input Tax IGST"]

india_compliance/gst_india/overrides/test_company.py

@@ -1,6 +1,8 @@
 import frappe
 from frappe.tests.utils import FrappeTestCase
 
+from india_compliance.gst_india.overrides.company import get_tax_defaults
+
 
 class TestCompanyFixtures(FrappeTestCase):
     @classmethod
@@ -31,3 +33,18 @@ def tearDownClass(cls):
     def test_tax_defaults_setup(self):
         # Check for tax category creations.
         self.assertTrue(frappe.db.exists("Tax Category", "Reverse Charge In-State"))
+
+    def test_get_tax_defaults(self):
+        tax_rate = 12
+        default_taxes = get_tax_defaults(tax_rate=tax_rate)
+
+        for template_type in ("sales_tax_templates", "purchase_tax_templates"):
+            template = default_taxes["chart_of_accounts"]["*"][template_type]
+            for tax in template:
+                for row in tax.get("taxes"):
+                    expected_rate = (
+                        tax_rate
+                        if "IGST " in row["account_head"]["account_name"]
+                        else tax_rate / 2
+                    )
+                    self.assertEqual(row["account_head"]["tax_rate"], expected_rate)

india_compliance/patches.txt

@@ -3,7 +3,7 @@ execute:import frappe; frappe.delete_doc_if_exists("DocType", "GSTIN")
 
 [post_model_sync]
 india_compliance.patches.v14.set_default_for_overridden_accounts_setting
-execute:from india_compliance.gst_india.setup import create_custom_fields; create_custom_fields() #37
+execute:from india_compliance.gst_india.setup import create_custom_fields; create_custom_fields() #38
 execute:from india_compliance.gst_india.setup import create_property_setters; create_property_setters() #5
 india_compliance.patches.post_install.remove_old_fields
 india_compliance.patches.post_install.update_company_gstin

india_compliance/public/js/setup_wizard.js

@@ -16,6 +16,14 @@ function update_erpnext_slides_settings() {
 
     slide.fields.splice(_index, 0, company_gstin_field);
 
+    slide.fields.splice(4, 0, {
+        fieldname: "default_gst_rate",
+        fieldtype: "Select",
+        label: __("Default GST Rate (%)"),
+        options: [5, 12, 18, 28],
+        default: 18,
+    });
+
     slide.fields.push({
         fieldname: "enable_audit_trail",
         fieldtype: "Check",

india_compliance/setup_wizard.py

@@ -2,6 +2,7 @@
 from frappe import _
 
 from india_compliance.audit_trail.utils import enable_audit_trail
+from india_compliance.gst_india.overrides.company import make_default_tax_templates
 from india_compliance.gst_india.overrides.party import validate_pan
 from india_compliance.gst_india.utils import guess_gst_category, is_api_enabled
 from india_compliance.gst_india.utils.gstin_info import get_gstin_info
@@ -36,6 +37,17 @@ def get_setup_wizard_stages(params=None):
                 }
             ],
         },
+        {
+            "status": _("Wrapping up"),
+            "fail_msg": _("Failed to Create Tax Template"),
+            "tasks": [
+                {
+                    "fn": setup_tax_template,
+                    "args": params,
+                    "fail_msg": _("Failed to Create Tax Template"),
+                }
+            ],
+        },
     ]
 
     return stages
@@ -96,3 +108,16 @@ def can_fetch_gstin_info():
     return is_api_enabled() and not frappe.get_cached_value(
         "GST Settings", None, "sandbox_mode"
     )
+
+
+def setup_tax_template(params):
+    if not (params.company_name and frappe.db.exists("Company", params.company_name)):
+        return
+
+    if not params.default_gst_rate:
+        params.default_gst_rate = 18
+
+    make_default_tax_templates(params.company_name, int(params.default_gst_rate))
+    frappe.db.set_value(
+        "Company", params.company_name, "default_gst_rate", params.default_gst_rate
+    )