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Merge pull request #287 from invopop/release-0.76
Release 0.76
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‎CHANGELOG.md

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@@ -4,7 +4,7 @@ All notable changes to GOBL will be documented in this file.
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The format is based on [Keep a Changelog](http://keepachangelog.com/) and this project adheres to [Semantic Versioning](http://semver.org/). See also the [GOBL versions](https://docs.gobl.org/overview/versions) documentation site for more details.
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## [vX.XX.X] - XXXX-XX-XX
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## [v0.76.0] - 2024-05-13
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Finally, invoice multi-currency support! It's been a very long time coming, but we've finalized the details on how to handle currency conversion in invoices and potentially other documents.
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@@ -14,6 +14,7 @@ Finally, invoice multi-currency support! It's been a very long time coming, but
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- Automatic conversion of invoice line item prices into invoice currency based on exchange rates defined in invoice if no alternative prices provided.
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- If an invoice has a currency that is different from that of the tax regime, a validation rule ensures that an exchange rate is defined.
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- `currency.Amount` - new model that combines a currency with an amount.
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- BE: added Belgium regime.
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### Changed
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‎data/regimes/be.json

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{
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"$schema": "https://gobl.org/draft-0/tax/regime",
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"name": {
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"en": "Belgium"
5+
},
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"time_zone": "Europe/Brussels",
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"country": "BE",
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"currency": "EUR",
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"tags": [
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{
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"key": "simplified",
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"name": {
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"de": "Vereinfachte Rechnung",
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"en": "Simplified Invoice",
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"es": "Factura Simplificada",
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"it": "Fattura Semplificata"
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},
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"desc": {
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"de": "Wird für B2C-Transaktionen verwendet, wenn die Kundendaten nicht verfügbar sind. Bitte wenden Sie sich an die örtlichen Behörden, um die Grenzwerte zu ermitteln.",
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"en": "Used for B2C transactions when the client details are not available, check with local authorities for limits.",
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"es": "Usado para transacciones B2C cuando los detalles del cliente no están disponibles, consulte con las autoridades locales para los límites.",
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"it": "Utilizzato per le transazioni B2C quando i dettagli del cliente non sono disponibili, controllare con le autorità locali per i limiti."
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}
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},
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{
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"key": "reverse-charge",
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"name": {
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"de": "Umkehr der Steuerschuld",
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"en": "Reverse Charge",
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"es": "Inversión del Sujeto Pasivo",
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"it": "Inversione del soggetto passivo"
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}
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},
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{
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"key": "self-billed",
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"name": {
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"de": "Rechnung durch den Leistungsempfänger",
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"en": "Self-billed",
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"es": "Facturación por el destinatario",
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"it": "Autofattura"
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}
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},
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{
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"key": "customer-rates",
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"name": {
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"de": "Kundensätze",
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"en": "Customer rates",
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"es": "Tarifas aplicables al destinatario",
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"it": "Aliquote applicabili al destinatario"
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}
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},
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{
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"key": "partial",
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"name": {
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"de": "Teilweise",
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"en": "Partial",
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"es": "Parcial",
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"it": "Parziale"
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}
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}
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],
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"scenarios": [
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{
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"schema": "bill/invoice",
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"list": [
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{
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"tags": [
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"reverse-charge"
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],
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"note": {
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"key": "legal",
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"src": "reverse-charge",
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"text": "Reverse charge: Customer to account for VAT to the relevant tax authority."
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}
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}
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]
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}
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],
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"corrections": [
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{
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"schema": "bill/invoice",
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"types": [
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"credit-note"
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]
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}
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],
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"categories": [
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{
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"code": "VAT",
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"name": {
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"en": "VAT"
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},
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"title": {
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"en": "Value Added Tax"
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},
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"rates": [
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{
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"key": "standard",
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"name": {
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"de": "Standardsatz",
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"en": "Standard Rate",
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"fr": "Taux standard",
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"nl": "Standaardtarief"
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},
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"values": [
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{
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"since": "2011-01-04",
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"percent": "21.0%"
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}
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]
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},
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{
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"key": "intermediate",
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"name": {
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"de": "Mittlerer Satz",
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"en": "Intermediate Rate",
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"fr": "Taux intermédiaire",
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"nl": "Tussentarief"
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},
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"values": [
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{
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"since": "2011-01-01",
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"percent": "12.0%"
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}
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]
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},
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{
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"key": "reduced",
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"name": {
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"de": "Ermäßigter Satz",
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"en": "Reduced Rate",
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"fr": "Taux réduit",
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"nl": "Verlaagd Tarief"
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},
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"values": [
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{
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"since": "2011-01-04",
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"percent": "6.0%"
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}
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]
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},
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{
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"key": "zero",
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"name": {
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"en": "Zero Rate"
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},
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"values": [
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{
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"percent": "0.0%"
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}
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]
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}
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],
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"sources": [
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{
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"title": {
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"en": "VAT rates | FPS Finance"
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},
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"url": "https://finance.belgium.be/en/enterprises/vat/vat-obligation/rates-and-calculation/vat-rates#q1"
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}
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]
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}
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]
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}

‎data/regimes/es.json

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"es": "Código de Exención de TicketBAI"
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},
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"desc": {
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"en": "Codes used by TicketBAI for both \"exempt\" and \"not-subject\"\ntransactions. In the TicketBAI format these are separated,\nbut in order to simplify GOBL and be more closely aligned with\nother countries we've combined them into one."
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"en": "Codes used by TicketBAI for both \"exempt\", \"not-subject\", and reverse\ncharge transactions. In the TicketBAI format these are separated,\nbut in order to simplify GOBL and be more closely aligned with\nother countries we've combined them into one."
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},
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"codes": [
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{
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{
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"code": "OT",
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"name": {
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"en": "Not subject: pursuant to Article 7 of the VAT Law. Other cases of non-subject.",
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"es": "No sujeto: por el artículo 7 de la Ley del IVA. Otros supuestos de no sujeción."
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"en": "Not subject: pursuant to Article 7 of the VAT Law - other cases of non-subject",
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"es": "No sujeto: por el artículo 7 de la Ley del IVA - otros supuestos de no sujeción"
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}
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},
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{
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"code": "RL",
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"name": {
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"en": "Not subject: pursuant to localization rules.",
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"es": "No sujeto: por reglas de localización."
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"en": "Not subject: pursuant to localization rules",
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"es": "No sujeto: por reglas de localización"
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}
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},
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{
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"code": "VT",
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"name": {
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"en": "Not subject: sales made on behalf of third parties (amount not computable for VAT or IRPF purposes)",
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"es": "No sujeto: ventas realizadas por cuenta de terceros (importe no computable a efectos de IVA ni de IRPF)"
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}
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},
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{
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"code": "IE",
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"name": {
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"en": "Not subject in the TAI due to localization rules, but foreign tax, IPS/IGIC or VAT from another EU member state is passed on",
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"es": "No sujeto en el TAI por reglas de localización, pero repercute impuesto extranjero, IPS/IGIC o IVA de otro estado miembro UE"
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}
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},
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{
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"code": "S2",
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"name": {
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"en": "Subject and not exempt: with reverse charge",
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"es": "Sujeto y no exenta: con inversión del sujeto pasivo"
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}
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}
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]
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"en": "Zero Rate",
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"es": "Tipo Cero"
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},
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"desc": {
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"en": "May be applied to exports and intra-community supplies."
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},
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"values": [
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{
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"percent": "0.0%"
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}
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],
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"extensions": [
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"es-tbai-product"
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"es-tbai-product",
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"es-tbai-exemption"
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],
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"map": {
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"facturae-tax-type-code": "01"

‎data/regimes/mx.json

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}
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],
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"extensions": [
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{
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"key": "mx-cfdi-issue-place",
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"name": {
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"en": "Place of Issue",
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"es": "Lugar de Expedición"
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},
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"desc": {
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"en": "Post code of where the invoice was issued. In CFDI, this translates to the 'LugarExpedicion'.",
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"es": "Código postal de donde se emitió la factura. En CFDI se traduce a 'LugarExpedicion'."
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},
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"pattern": "^[0-9]{5}$"
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},
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{
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"key": "mx-cfdi-post-code",
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"name": {
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"en": "Post Code",
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"es": "Código Postal"
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},
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"desc": {
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"en": "Post code of where the invoice was issued.\nIn CFDI, this translates to the 'LugarExpedicion' in the case of the supplier\nand 'DomicilioFiscalReceptor' for customers.\nExample value: '01000'.",
72-
"es": "Código postal de donde se emitió la factura.\nEn CFDI se traduce a 'LugarExpedicion' en el caso del emisor, y\n'DomicilioFiscalReceptor' para el receptor.\nValor de ejemplor: '01000'."
83+
"en": "Post code of a supplier or customer to use instead of an address. Example: \"01000\".",
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"es": "Código postal de un emisor o receptor para usar en lugar de una dirección. Ejemplo: \"01000\"."
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},
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"pattern": "^[0-9]{5}$"
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},

‎data/schemas/bill/invoice.json

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"title": "Tags",
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"description": "Special tax tags that apply to this invoice according to local requirements."
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},
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"ext": {
786+
"$ref": "https://gobl.org/draft-0/tax/extensions",
787+
"title": "Extensions",
788+
"description": "Additional extensions that are applied to the invoice as a whole as opposed to specific\nsections."
789+
},
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"meta": {
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"$ref": "https://gobl.org/draft-0/cbc/meta",
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"title": "Meta",

‎data/schemas/currency/amount.json

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{
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"$schema": "https://json-schema.org/draft/2020-12/schema",
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"$id": "https://gobl.org/draft-0/currency/amount",
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"$ref": "#/$defs/Amount",
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"$defs": {
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"Amount": {
7+
"properties": {
8+
"label": {
9+
"type": "string",
10+
"title": "Label",
11+
"description": "Label allows for additional information to be added to the\ncurrency Amount that may be useful."
12+
},
13+
"currency": {
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"$ref": "https://gobl.org/draft-0/currency/code",
15+
"title": "Currency",
16+
"description": "Code defines the currency for this amount."
17+
},
18+
"value": {
19+
"$ref": "https://gobl.org/draft-0/num/amount",
20+
"title": "Value",
21+
"description": "Value is the amount in the currency."
22+
}
23+
},
24+
"type": "object",
25+
"required": [
26+
"currency",
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"value"
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],
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"description": "An Amount represents a monetary value in a specific currency."
30+
}
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}
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}

‎data/schemas/currency/exchange-rate.json

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"$defs": {
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"ExchangeRate": {
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"properties": {
8-
"currency": {
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"from": {
99
"$ref": "https://gobl.org/draft-0/currency/code",
10-
"title": "Currency",
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"description": "ISO currency code this rate represents."
10+
"title": "From",
11+
"description": "Currency code this will be converted from."
12+
},
13+
"to": {
14+
"$ref": "https://gobl.org/draft-0/currency/code",
15+
"title": "To",
16+
"description": "Currency code this exchange rate will convert into."
1217
},
1318
"amount": {
1419
"$ref": "https://gobl.org/draft-0/num/amount",
1520
"title": "Amount",
16-
"description": "How much is 1.00 of this currency worth in the documents currency."
21+
"description": "How much is 1 of the \"from\" currency worth in the \"to\" currency."
22+
},
23+
"at": {
24+
"$ref": "https://gobl.org/draft-0/cal/date-time",
25+
"title": "At",
26+
"description": "At represents the date and time (which may be 00:00:00) when the\ncurrency rate amount was determined."
1727
}
1828
},
1929
"type": "object",
2030
"required": [
21-
"currency",
31+
"from",
32+
"to",
2233
"amount"
2334
],
24-
"description": "ExchangeRate contains data on the rate to be used when converting amounts from the document's base currency to whatever is defined."
35+
"description": "ExchangeRate contains data on the rate to be used when converting amounts from one currency into another."
2536
}
2637
}
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}

‎data/schemas/org/item.json

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"title": "Price",
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"description": "Base price of a single unit to be sold."
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},
52+
"alt_prices": {
53+
"items": {
54+
"$ref": "https://gobl.org/draft-0/currency/amount"
55+
},
56+
"type": "array",
57+
"title": "Alternative Prices",
58+
"description": "AltPrices defines a list of prices with their currencies that may be used\nas an alternative to the item's base price."
59+
},
5260
"unit": {
5361
"$ref": "https://gobl.org/draft-0/org/unit",
5462
"title": "Unit",

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