Uploaded image for project: 'Blesta Core'
  1. Blesta Core
  2. CORE-4294

New tax type that is included in package prices (inclusive tax)

    Details

    • Type: New Feature
    • Status: Closed
    • Priority: Major
    • Resolution: Fixed
    • Affects Version/s: None
    • Fix Version/s: 5.2.0-b1
    • Component/s: None
    • Labels:
      None

      Description

      Tax Settings

      • Rename the current "Inclusive" tax type to "Inclusive (Additive)"
      • Add a new tax type at the top of the list called "Inclusive"
      • Update the text of the Tax Type tooltip with the following:

        Inclusive will calculate tax as a part of the item prices you set.
        Inclusive (Additive) will calculate tax in addition to the item prices you set.
        Exclusive will calculate tax in addition to the item prices you set, but will not include it in the order total display.

      Behavior

      When the new "Inclusive" tax type is selected, tax should be calculated as a part of set prices. For example, if an services costs $100 and there is a tax of 10% then the service line item would be $90.91 and the tax line item would be $9.09 so the overall total would come out to $100.

      • To calculate the service price, use the equation
        • $price = $package_price / (100 + $tax_percentage)
      • To calculate the tax amount use the equation
        • $tax_price = ( $package_price / ( 100 + $tax_percentage ) ) x $tax_percentage

      This should be handled by the pricing presenter.

      Display

      In various locations, we should still show the overall total. These locations include:

      • All pricing drop downs for packages or configurable options. For example:
        • The admin add service package pricing dropdown
        • The "Wizard List" order form package list
        • The client edit service configurable option change dropdown
      • Service widget prices. For example:
        • The Billing > Services widget
        • The client profile Services widget
      • Sales reports
      • Invoice line items
      • Order form summary box line items

      Locations in which we should display the tax subtracted total include:

      • Admin service summary boxes (add or edit)
      • Client service management summary boxes (addons, upgrades, config options)
      • Invoice totals
      • Order form summary box totals

        Issue Links

          Activity

          jonathan Jonathan Reissmueller created issue -
          jonathan Jonathan Reissmueller made changes -
          Field Original Value New Value
          Rank Ranked higher
          jonathan Jonathan Reissmueller made changes -
          Story Points 8
          jonathan Jonathan Reissmueller made changes -
          Sprint 5.2.0 Sprint 1 [ 134 ]
          jonathan Jonathan Reissmueller made changes -
          Rank Ranked higher
          jonathan Jonathan Reissmueller made changes -
          Sprint 5.1.0 Sprint 8 [ 134 ] 5.2.0 Sprint 1 [ 136 ]
          jonathan Jonathan Reissmueller made changes -
          Link This issue duplicates CORE-1226 [ CORE-1226 ]
          jonathan Jonathan Reissmueller made changes -
          Sprint 5.1.0-b2 Sprint 1 [ 136 ] 5.2.0 Sprint 1 [ 137 ]
          jonathan Jonathan Reissmueller made changes -
          Assignee Jonathan Reissmueller [ jonathan ]
          jonathan Jonathan Reissmueller made changes -
          Status Open [ 1 ] In Progress [ 3 ]
          jonathan Jonathan Reissmueller made changes -
          Remaining Estimate 0 minutes [ 0 ]
          Time Spent 32 minutes [ 1920 ]
          Worklog Id 15070 [ 15070 ]
          jonathan Jonathan Reissmueller made changes -
          Status In Progress [ 3 ] In Review [ 5 ]
          Resolution Fixed [ 1 ]
          jonathan Jonathan Reissmueller made changes -
          Description h2. Tax Settings
          * Rename the current "Inclusive" tax type to "Inclusive (Additive)"
          * Add a new tax type at the top of the list called "Inclusive"
          * Update the text of the Tax Type tooltip with the following:
          {quote}
          Inclusive will calculate tax as a part of the item prices you set.
          Inclusive (Additive) will calculate tax in addition to the item prices you set.
          Exclusive will calculate tax in addition to the item prices you set, but will not include it in the order total display.
          {quote}

          h2. Behavior
          When the new "Inclusive" tax type is selected, tax should be calculated as a part of set prices. For example, if an services costs $100 and there is a tax of 10% then the service line item would be $90.91 and the tax line item would be $9.09 so the overall total would come out to $100.
          * To calculate the service price, use the equation
          ** $price = $package_price / (100 + $tax_percentage)
          * To calculate the tax amount use the equation
          ** $tax_price = ( $package_price / ( 100 + $tax_percentage ) ) x $tax_percentage

          This should be handled by the pricing presenter.

          h2. Display
          In various locations, we should still show the overall package total. These locations include:
          * All pricing drop downs for packages or configurable options. For example:
          ** The admin add service package pricing dropdown
          ** The "Wizard List" order form package list
          ** The client edit service configurable option change dropdown
          * Service widget prices. For example:
          ** The Billing > Services widget
          ** The client profile Services widget
          * Sales reports

          Locations in which we should display the tax subtracted total include:
          * Admin service summary boxes (add or edit)
          * Client service management summary boxes (addons, upgrades, config options)
          * Invoice line items
          * Order form summary boxes
          h2. Tax Settings
          * Rename the current "Inclusive" tax type to "Inclusive (Additive)"
          * Add a new tax type at the top of the list called "Inclusive"
          * Update the text of the Tax Type tooltip with the following:
          {quote}
          Inclusive will calculate tax as a part of the item prices you set.
          Inclusive (Additive) will calculate tax in addition to the item prices you set.
          Exclusive will calculate tax in addition to the item prices you set, but will not include it in the order total display.
          {quote}

          h2. Behavior
          When the new "Inclusive" tax type is selected, tax should be calculated as a part of set prices. For example, if an services costs $100 and there is a tax of 10% then the service line item would be $90.91 and the tax line item would be $9.09 so the overall total would come out to $100.
          * To calculate the service price, use the equation
          ** $price = $package_price / (100 + $tax_percentage)
          * To calculate the tax amount use the equation
          ** $tax_price = ( $package_price / ( 100 + $tax_percentage ) ) x $tax_percentage

          This should be handled by the pricing presenter.

          h2. Display
          In various locations, we should still show the overall total. These locations include:
          * All pricing drop downs for packages or configurable options. For example:
          ** The admin add service package pricing dropdown
          ** The "Wizard List" order form package list
          ** The client edit service configurable option change dropdown
          * Service widget prices. For example:
          ** The Billing > Services widget
          ** The client profile Services widget
          * Sales reports
          * Invoice line items
          * Order form summary box line items

          Locations in which we should display the tax subtracted total include:
          * Admin service summary boxes (add or edit)
          * Client service management summary boxes (addons, upgrades, config options)
          * Invoice totals
          * Order form summary box totals
          jonathan Jonathan Reissmueller made changes -
          Resolution Fixed [ 1 ]
          Status In Review [ 5 ] Reopened [ 4 ]
          jonathan Jonathan Reissmueller made changes -
          Status Reopened [ 4 ] In Progress [ 3 ]
          jonathan Jonathan Reissmueller made changes -
          Time Spent 32 minutes [ 1920 ] 5 hours, 18 minutes [ 19080 ]
          Worklog Id 15106 [ 15106 ]
          jonathan Jonathan Reissmueller made changes -
          Sprint 5.2.0 Sprint 1 [ 137 ] 5.2.0 Sprint 2 [ 135 ]
          jonathan Jonathan Reissmueller made changes -
          Rank Ranked lower
          jonathan Jonathan Reissmueller made changes -
          Status In Progress [ 3 ] In Review [ 5 ]
          Resolution Fixed [ 1 ]
          abdy Abdy Franco made changes -
          Link This issue blocks CORE-4160 [ CORE-4160 ]
          abdy Abdy Franco made changes -
          Time Spent 5 hours, 18 minutes [ 19080 ] 6 hours, 56 minutes [ 24960 ]
          Worklog Id 15140 [ 15140 ]
          jonathan Jonathan Reissmueller made changes -
          Status In Review [ 5 ] Closed [ 6 ]
          jonathan Jonathan Reissmueller made changes -
          Resolution Fixed [ 1 ]
          Status Closed [ 6 ] Reopened [ 4 ]
          jonathan Jonathan Reissmueller made changes -
          Status Reopened [ 4 ] In Progress [ 3 ]
          jonathan Jonathan Reissmueller made changes -
          Sprint 5.2.0 Sprint 2 [ 135 ] 5.2.0 Sprint 2, 5.2.0 Sprint 3 [ 135, 140 ]
          jonathan Jonathan Reissmueller made changes -
          Rank Ranked higher
          jonathan Jonathan Reissmueller made changes -
          Time Spent 6 hours, 56 minutes [ 24960 ] 2 days, 30 minutes [ 59400 ]
          Worklog Id 15212 [ 15212 ]
          jonathan Jonathan Reissmueller made changes -
          Rank Ranked higher
          jonathan Jonathan Reissmueller made changes -
          Status In Progress [ 3 ] In Review [ 5 ]
          Resolution Fixed [ 1 ]
          abdy Abdy Franco made changes -
          Time Spent 2 days, 30 minutes [ 59400 ] 2 days, 2 hours, 16 minutes [ 65760 ]
          Worklog Id 15218 [ 15218 ]
          abdy Abdy Franco made changes -
          Time Spent 2 days, 2 hours, 16 minutes [ 65760 ] 2 days, 5 hours, 14 minutes [ 76440 ]
          Worklog Id 15221 [ 15221 ]
          abdy Abdy Franco made changes -
          Time Spent 2 days, 5 hours, 14 minutes [ 76440 ] 2 days, 5 hours, 43 minutes [ 78180 ]
          Worklog Id 15223 [ 15223 ]
          abdy Abdy Franco made changes -
          Time Spent 2 days, 5 hours, 43 minutes [ 78180 ] 2 days, 6 hours, 49 minutes [ 82140 ]
          Worklog Id 15224 [ 15224 ]
          jonathan Jonathan Reissmueller made changes -
          Status In Review [ 5 ] Closed [ 6 ]
          abdy Abdy Franco made changes -
          Resolution Fixed [ 1 ]
          Status Closed [ 6 ] Reopened [ 4 ]
          abdy Abdy Franco made changes -
          Time Spent 2 days, 6 hours, 49 minutes [ 82140 ] 3 days, 24 minutes [ 87840 ]
          Worklog Id 15242 [ 15242 ]
          jonathan Jonathan Reissmueller made changes -
          Status Reopened [ 4 ] Closed [ 6 ]
          Resolution Fixed [ 1 ]

            People

            • Assignee:
              jonathan Jonathan Reissmueller
              Reporter:
              jonathan Jonathan Reissmueller
            • Votes:
              0 Vote for this issue
              Watchers:
              1 Start watching this issue

              Dates

              • Created:
                Updated:
                Resolved:
                Fix Release Date:
                23/Sep/21

                Time Tracking

                Estimated:
                Original Estimate - Not Specified
                Not Specified
                Remaining:
                Remaining Estimate - 0 minutes
                0m
                Logged:
                Time Spent - 4 days, 25 minutes
                4d 25m

                  Agile