* Cédric Krier: " [issue3600] Add history to taxes" (Fri, 17 Jan 2014 21:58:45
  +0100):

> New submission from Cédric Krier <cedric.kr...@b2ck.com>:
> 
> We need a way to evolve taxes overtime but just changing the tax is not enough
> because we need to have both version depending on the time.

Only handling taxes this way is not enough. The following objects coming to my
mind need consideration of timeline, too:

- accounts
- account types
- tax rules
- tax codes
- ...

> So here is a proposal to historize the taxes, we just add a start/end date on
> the taxes and the compute method just skip the taxes that are not in the
> range. So the idea will be to create a main tax of type "none" and many
> children taxes with different date ranges so only one will be take for
> computation.

Indeed it is not historization, but timeline. Because we need to know not only
in the past, but also in the future.

I would like to request the general needs in other countries as Germany. I
think with the unification of standards in the EU those needs shouldn't be too
different.

We are using so far a different approach than the one in [1]. We added timeline
features to accounts (tying them to fiscalyears) and additionally defined
successors/predecessors. The latter is a requirement, if you need to know,
which account will replace another in a following fiscal year (e.g. we had a
tax change in Germany, where we had to handle the following problem:
after the cutoff date the tax account for payments with the old tax changed to
a new account with different code, and the account with the former code changed
description and tax value).

So tying accounts to fiscalyear and defining date ranges for the tax side
provided us the needed flexibilty for the scenarios we were encounterd with
and could imagine.

Highly appreciating the input of the needs in other countries,

Cheers,
Mathias

[1] http://codereview.tryton.org/2771002

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    Mathias Behrle
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