lambda-erp 0.8.2__tar.gz → 0.8.4__tar.gz

{lambda_erp-0.8.2 → lambda_erp-0.8.4}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.5
 Name: lambda-erp
-Version: 0.8.2
+Version: 0.8.4
 Summary: Core ERP logic - accounting, sales, purchasing, inventory
 Author: TORUS INVESTMENTS AG
 License-Expression: Apache-2.0

{lambda_erp-0.8.2 → lambda_erp-0.8.4}/api/chat.py

@@ -2280,6 +2280,7 @@ Use these only for items flagged `is_asset_tracked` on the Item master. Neither
 - **Reservation** (slug `reservation`) books a time window. Required: `from_datetime` and `to_datetime` (`YYYY-MM-DD` or `YYYY-MM-DD HH:MM:SS`; a bare date means midnight). Windows are **half-open** — a hire ending on the 19th and the next starting on the 19th do NOT clash. Two ways to book:
   - **pooled** — set `item_code`, `warehouse` and `qty`: "*a* machine of this type from that yard". Use this at quotation/order time when the specific unit doesn't matter yet.
   - **unit** — set `asset`: "*that* machine". `item_code`, `warehouse` and `qty` are filled in from the Asset automatically.
+- **Who it's for (do NOT skip this):** set `party` to the hiring customer's id (e.g. `CUST-005`) with `party_type = "Customer"`. The customer is almost always given by NAME — "reserve the 17t for Hans Meisterhans" — so FIRST resolve the name to a record with `search_masters` (master_type "customer") and set `party` to the matched id; never put the raw name in `party`. No match → create the customer (or ask which existing one is meant), then book. A reservation with no `party` is only for an internal block (maintenance, transport, transfer) — if the user named a customer, a booking without `party` set is a bug, not an option.
 - `status` is Reserved / Out / Returned / Cancelled. **Reserved and Out block the calendar; Returned and Cancelled do not** — so a hire that comes back early frees its slot the moment you set it to Returned. Link a booking to the order that caused it with `voucher_type` + `voucher_no`.
 - **Double-booking is refused at save time.** If you get "already committed" (that unit is taken) or "free at" (the yard's pool is exhausted for that window), do NOT retry blindly — report the conflict, then offer the alternatives: different dates, a different yard, or a different model.
 - To answer "what's free between X and Y", list reservations for the item over the window and compare against the Assets that exist; a unit with no overlapping Reserved/Out row is available.

{lambda_erp-0.8.2 → lambda_erp-0.8.4}/api/services.py

@@ -284,10 +284,59 @@ def get_document_class(doctype_slug: str):
     return doctype, DOCUMENT_CLASSES[doctype]
 
 
+# Which Company default a doc's `taxes` table draws from — keyed by the taxes
+# child doctype, so any doc that has a taxes table is covered without a hardcoded
+# doctype list. Selling -> sales default, buying -> purchase default.
+_TAX_CHILD_DEFAULT_FIELD = {
+    "Sales Taxes and Charges": "default_sales_tax_template",
+    "Purchase Taxes and Charges": "default_purchase_tax_template",
+}
+
+
+def _default_tax_rows(cls, data: dict) -> list | None:
+    """`taxes[]` rows to seed a new document from its company's default Tax
+    Template, or None to leave taxes untouched.
+
+    Applied ONLY when the caller omits `taxes` entirely — the exact case the chat
+    model kept hitting (it forgets to add MWST). An explicit `taxes: []` is left
+    alone, so a deliberately tax-free doc (export, reverse-charge, exempt) is
+    expressed by passing an empty list. The document's own tax calc then computes
+    `tax_amount` from the rate, so this only seeds charge_type/account/rate.
+    """
+    taxes_child = cls.CHILD_TABLES.get("taxes")
+    if not taxes_child or "taxes" in data:
+        return None
+    field = _TAX_CHILD_DEFAULT_FIELD.get(taxes_child[0])
+    company = data.get("company")
+    if not field or not company:
+        return None
+    db = get_db()
+    template = db.get_value("Company", company, field)
+    if not template:
+        return None
+    details = db.get_all("Tax Template Detail", filters={"parent": template},
+                         fields=["*"], order_by="idx")
+    if not details:
+        return None
+    return [
+        {
+            "charge_type": d.get("charge_type") or "On Net Total",
+            "account_head": d.get("account_head"),
+            "rate": d.get("rate") or 0,
+            "description": d.get("description") or template,
+            "add_deduct_tax": "Add",
+        }
+        for d in details
+    ]
+
+
 def create_document(doctype_slug: str, data: dict) -> dict:
     doctype, cls = get_document_class(doctype_slug)
     if not cls:
         raise ValueError(f"Unknown document type: {doctype_slug}")
+    default_taxes = _default_tax_rows(cls, data)
+    if default_taxes is not None:
+        data = {**data, "taxes": default_taxes}
     doc = cls(data)
     doc.save()
     return doc.as_dict()

{lambda_erp-0.8.2 → lambda_erp-0.8.4}/lambda_erp/accounting/setup/packs/ch.py

@@ -238,6 +238,15 @@ def ch_setup_tax(company_name, currency):
     for title, rate, leaf in _PURCHASE_TAXES:
         _template(title, "Purchase", rate, leaf)
 
+    # Make the 8.1% standard rate the company's default sales tax, so new
+    # invoices/quotations pick up MWST automatically (create_document seeds it
+    # when `taxes` is omitted). Purchase Vorsteuer stays manual — it varies by
+    # goods vs. investment, so there's no single sensible default.
+    default_sales = f"MWST Normalsatz 8.1% - {abbr}"
+    if db.exists("Tax Template", default_sales):
+        db.set_value("Company", company_name, {"default_sales_tax_template": default_sales})
+        summary.append(f"default sales tax: MWST Normalsatz 8.1%")
+
     return summary
 
 

{lambda_erp-0.8.2 → lambda_erp-0.8.4}/lambda_erp/database.py

@@ -2125,6 +2125,17 @@ def _m021_item_is_asset_tracked(db: "Database") -> None:
     db._add_column_if_missing("Item", "is_asset_tracked", "INTEGER DEFAULT 0")
 
 
+def _m022_company_default_tax_templates(db: "Database") -> None:
+    """Per-company default sales/purchase Tax Templates. When a selling/buying
+    document is created with NO `taxes` rows at all, create_document applies the
+    matching default so VAT/MWST is not silently omitted (see api/services.py).
+    Both default to NULL, so existing deployments are unaffected until a default
+    is wired — e.g. the CH pack points the sales default at the 8.1% MWST
+    template. Passing an explicit empty `taxes: []` still means a tax-free doc."""
+    db._add_column_if_missing("Company", "default_sales_tax_template", "TEXT")
+    db._add_column_if_missing("Company", "default_purchase_tax_template", "TEXT")
+
+
 Database.MIGRATIONS = [
     (1, "chat_message_session_id", _m001_chat_message_session_id),
     (2, "chat_session_user_id", _m002_chat_session_user_id),
@@ -2147,6 +2158,7 @@ Database.MIGRATIONS = [
     (19, "api_keys_per_user", _m019_api_keys_per_user),
     (20, "chat_attachment_openai_file", _m020_chat_attachment_openai_file),
     (21, "item_is_asset_tracked", _m021_item_is_asset_tracked),
+    (22, "company_default_tax_templates", _m022_company_default_tax_templates),
 ]
 
 

{lambda_erp-0.8.2 → lambda_erp-0.8.4}/pyproject.toml

@@ -1,6 +1,6 @@
 [project]
 name = "lambda-erp"
-version = "0.8.2"
+version = "0.8.4"
 description = "Core ERP logic - accounting, sales, purchasing, inventory"
 readme = "README.md"
 license = "Apache-2.0"