Todo

https://github.com/OCA/maintainer-tools/wiki/Migration-to-version-11.0

Modules to migrate

Depends on: base
License: AGPL-3

This module provides the list of references to documents that the Mexican tax authority, Servicio de Administración Tributaria (SAT) requires to be signed/transferred.

• Anexo 20: http://omawww.sat.gob.mx/tramitesyservicios/Paginas/anexo_20_version3-3.htm

Technical Specifications

sat.receipt.type

• Add the object
• Add a required char field "Description" (name)
• Add a required char field "Code" (code)
• Add a date field "Start Date" (date_start)
• Add a date field "End Date" (date_end)

sat.receipt.use

• Add the object
• Add a required char field "Description" (name)
• Add a required char field "Code" (code)
• Add a boolean field "Apply to Natural Person" (natural)
• Add a boolean field "Apply to Moral Person" (moral)
• Add a date field "Start Date" (date_start)
• Add a date field "End Date" (date_end)

sat.relation.type

• Add the object
• Add a required char field "Description" (name)
• Add a required char field "Code" (code)
• Add a date field "Start Date" (date_start)
• Add a date field "End Date" (date_end)

Menu items

Under "Settings", add the following menu items:

• SAT
  • Receipt Types
  • Receipt Uses
  • Relation Types

Data

• Load the data for sat.receipt.type from the sheet "c_TipoDeComprobante" available in:
  http://omawww.sat.gob.mx/tramitesyservicios/Paginas/documentos/catCFDI.xls
• Load the data for sat.receipt.use from the sheet "c_UsoCFDI" available in:
  http://omawww.sat.gob.mx/tramitesyservicios/Paginas/documentos/catCFDI.xls
• Load the data for sat.relation.type from the sheet "c_TipoRelacion" available in:
  http://omawww.sat.gob.mx/tramitesyservicios/Paginas/documentos/catCFDI.xls

The "Comprobantes Fiscal Digital por Internet", or CFDI, is an electronic invoice format mandated in Mexico. It serves as a digital tax receipt that provides all the details of a business transaction: the goods or services provided, their costs and calculated taxes. Also includes other kind of documents like payrolls, goods transportation and others that may add the Mexican tax authority or SAT (Servicio de Administración Tributaria) in the future.

In order to comply with this requirement several Odoo applications are required to be modified and others may need to be created as they may not be available on Odoo Community.

Serve this issue to track the overall project progress. Bellow you will find a list of the features that need to be implemented:

• Catalogs Update from official sources (Microsoft Excel files)

• Multiple PAC (Proveedor Autorizado de Certificación ) integration

• Invoice issuing

• Credit Note ( Nota de Crédito ) issuing

• Payment ( Complemento Pago ) issuing

• Consignment Note issuing ( Carta Porte ) issuing

• Foreign Trade ( Complemento Comercio Exterior ) issuing

Official regulations and specification (Spanish): http://omawww.sat.gob.mx/tramitesyservicios/Paginas/anexo_20.htm
English speakers can get a briefing of it at: https://tipalti.com/cfdi-compliance/.

Todo

https://github.com/OCA/maintainer-tools/wiki/Migration-to-version-16.0

Modules to migrate

Missing module? Check https://github.com/OCA/maintainer-tools/wiki/%5BFAQ%5D-Missing-modules-in-migration-issue-list

Todo

https://github.com/OCA/maintainer-tools/wiki/Migration-to-version-12.0

Modules to migrate

Todo

https://github.com/OCA/maintainer-tools/wiki/Migration-to-version-14.0

Modules to migrate

• l10n_mx_res_partner
• l10n_mx_sat_account
• l10n_mx_sat_reference

Missing module? Check https://github.com/OCA/maintainer-tools/wiki/%5BFAQ%5D-Missing-modules-in-migration-issue-list

License: AGPL-3
Dependency: product

This module provides the products and unit of measures from the Mexican tax authority, Servicio de Administración Tributaria (SAT):

Usage

UoM

If you activated the unit of measures:

• Go to Inventory > Configuration > Unit of Measures > Unit of Measures
• Review the SAT UoM on the existing units of measures

Product

• Go to Inventory > Master Data > Products
• Review the SAT Product on the existing products

Technical Specifications

sat.uom

• Add a required char field "Name" (name)
• Add a required char field "Code" (code)
• Add a boolean field "Active" (active)

sat.product

• Add a required char field "Name" (name)
• Add a required char field "Code" (code)
• Add a boolean field "Active" (active)
• Extend the name_search and name_get methods to allow:

• searching using the code and the name
• displaying with "code name"

uom.uom

• Add a many2one field "SAT UoM" (sat_uom_id) to sat.uom using the domain active = True

product.template

• Add a many2one field "SAT Product" (sat_product_id) to sat.product using the domain active = True
• Add the field in a new tab "SAT"

Data

• Load the uom data from SAT
• Load the product data from SAT
• Update the existing Odoo UoM to set their corresponding SAT UoM

Demo

• Update the Odoo demo products to set their corresponding SAT Product

The Mexican tax authority (SAT) defines a set of catalogs to be used when issuing a CFDI. Those catalogs need to be accessible to the users in order to properly fill the CFDI documents.

The catalogs are published by the SAT as part of the Anexo 20 using xls format.

Some of the catalogs can be considered as extensions of existent Odoo modules others don't. Here is a list of the existent catalogs and their Odoo counterpart if any:

• c_FormaPago ( account.payment.method ? )
• c_Moneda (res.currency)
• c_TipoDeComprobante
• c_Exportacion
• c_MetodoPago
• c_CodigoPostal
• c_Periodicidad
• c_Meses
• c_TipoRelacion
• c_RegimenFiscal
• c_Pais (res.country)
• c_UsoCFDI
• c_ClaveProdServ (product.template)
• c_ClaveUnidad
• c_ObjetoImp
• c_Impuesto (account.tax)
• c_TipoFactor
• c_TasaOCuota
• c_Aduana
• c_PatenteAduanal
• c_NumPedimentoAduana
• C_Colonia
• c_Estado ( res.country.state )
• C_Localidad
• C_Municipio

Todo

https://github.com/OCA/maintainer-tools/wiki/Migration-to-version-17.0

Modules to migrate

• l10n_mx_catalogs - By @santiagordz - #43
• l10n_mx_cfdi - By @santiagordz - #45
  • Split the module with l10n_mx_cfdi_account
  • Refactor to allow adding other PAC
• l10n_mx_cfdi_account
• l10n_mx_cfdi_payroll
• l10n_mx_cfdi_stock
• l10n_mx_res_partner_csf - By @JPChavezOSI - #37

Missing module? Check https://github.com/OCA/maintainer-tools/wiki/%5BFAQ%5D-Missing-modules-in-migration-issue-list

Dependencies: l10n_mx, l10n_mx_sat_reference
License: AGPL-3

This module provides the list of grouping accounts from the Mexican tax authority, Servicio de Administración Tributaria (SAT):
http://omawww.sat.gob.mx/contabilidadelectronica/Paginas/03.htm

Configuration

• Go to Settings
• Activate the developer mode
• Go to Settings > Users
• Select your user and make sure to check "Show Full Accounting Features"

Usage

• Go to Accounting > Configuration > Accounting > Chart of Accounts
• For each account, set the field "SAT Grouping Account"

References

• http://omawww.sat.gob.mx/fichas_tematicas/buzon_tributario/Documents/e_CatalogoCuentas.pdf
• http://omawww.sat.gob.mx/fichas_tematicas/buzon_tributario/Documents/codigo_agrupador.pdf

Technical Specifications

sat.account

• Add the object
• Add a char field "Name" (name)
• Add a char field "Code" (code)
• Add a many2one field "Parent" (parent_id) to sat.account

account.account

• Add a many2one field "SAT Grouping Account" (sat_account_id) to sat.account

Menu items

• Add a menu item "Grouping Accounts" in Settings > SAT

Data

• Load the data from http://omawww.sat.gob.mx/fichas_tematicas/buzon_tributario/Documents/codigo_agrupador.pdf
• Set the "SAT Grouping Account" on the existing accounts using the tag

Dependencies: pms_base, base_address_extended

Add the street_number and street_number2 field on the pms.property form view.

• l10n_mx_toponym - by @oldyguy

• Este módulo provee los campos y los datos del SAT para entrar direcciones.
• Disponible en 9.0: #2

• l10n_mx_res_partner - by @dnieto72 in #13

• Este módulo provee un campo para entrar el RFC de un socio.

• l10n_mx_product by @dnieto72

• Provee la clave del SAT y la unidad de medida del SAT

• l10n_mx_sat_account - by @max3903 in #12
• l10n_mx_sat_reference - by @max3903 in #8
• connector_acp - by @wissensc

• Migrar https://github.com/OCA/l10n-chile/tree/12.0/connector_acp
• Cambiar las plantillas de Jinja2 a QWeb

• connector_acp_solucion_factible - by @wissensc
  Este módulo provee la parte específica para conectarse a Solución Factible (https://solucionfactible.com/) y timbrar documentos.

• l10n_mx_edt

• Este módulo es una aplicación que instala todos los módulos anteriores y permite timbrar documentos con el PAC configurado
• Provee una lista de los documentos timbrables
• Provee una lista de los PAC disponibles
• Dependencias:
  • l10n_mx_toponym
  • l10n_mx_res_partner_rfc
  • l10n_mx_product_template
  • connector_acp
• Settings
  • Permite escoger su PAC y configurarlo
  • Permite instalar módulos adicionales de complementos
  • Permite instalar módulos adicionales de addenda

• l10n_mx_edt_account

• Provee los campos necesarios en la factura, nota de credito y pago para timbrar
• Agrega esos mismos documentos en la lista de documentos timbrables

Todo

https://github.com/OCA/maintainer-tools/wiki/Migration-to-version-10.0

Modules to migrate

Todo

https://github.com/OCA/maintainer-tools/wiki/Migration-to-version-15.0

Modules to migrate

Missing module? Check https://github.com/OCA/maintainer-tools/wiki/%5BFAQ%5D-Missing-modules-in-migration-issue-list

Todo

https://github.com/OCA/maintainer-tools/wiki/Migration-to-version-13.0

Modules to migrate

Missing module? Check https://github.com/OCA/maintainer-tools/wiki/%5BFAQ%5D-Missing-modules-in-migration-issue-list