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Add comprehensive advanced features for CA-3 VAT declaration module

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Core Advanced Features:
- Draft system with detailed account breakdowns
- Validation workflow with approval process
- Automatic journal entry generation (445510/445670)
- Complete audit trail and version history
- Multi-entity support for multiple companies

Analytics & Reporting:
- Period comparison tools with variance analysis
- Interactive dashboard with KPIs and trends
- Exception handling for unusual amounts
- Automated alerts and notifications

User Experience:
- Mobile-responsive design
- Document management with attachments
- Email notifications for deadlines
- Keyboard shortcuts and accessibility

Integration & APIs:
- External tax system integration
- Backup/restore functionality
- Webhook support for real-time updates
- API documentation for third-party access

Updated time estimates: 350+ hours total
Added Phase 7 (Advanced Features) with 80+ hours
Enhanced bilingual support for all new features
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Frank Cools 2025-10-02 15:47:58 +02:00
parent c240ef9769
commit e7d2d39cd6
4 changed files with 252 additions and 1 deletions
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16
PLANNING.md
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@ -58,6 +58,22 @@ The module handles the complete French CA-3 VAT declaration structure:
5. **Export Functionality**: Export to various formats (PDF, XML, CSV) 5. **Export Functionality**: Export to various formats (PDF, XML, CSV)
6. **Bilingual Interface**: French and English language support 6. **Bilingual Interface**: French and English language support
### Advanced Features
7. **Draft System**: All declarations start as drafts with detailed account breakdowns
8. **Validation Workflow**: User validation with detailed verification
9. **Accounting Integration**: Automatic journal entry generation for validated declarations
10. **Audit Trail**: Complete history of changes and validations
11. **Comparison Tools**: Compare declarations across periods
12. **Exception Handling**: Flag unusual amounts or missing data
13. **Multi-Entity Support**: Handle multiple companies/entities
14. **Automated Calculations**: Real-time calculation updates
15. **Document Management**: Attach supporting documents
16. **Notification System**: Email alerts for deadlines and status changes
17. **Reporting Dashboard**: Visual analytics and trends
18. **Backup/Restore**: Declaration data backup and recovery
19. **Integration APIs**: Connect with external tax systems
20. **Mobile Support**: Responsive design for mobile access
### File Structure ### File Structure
``` ```
declarationtva/ declarationtva/

123
TASK.md
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@ -305,6 +305,118 @@
--- ---
## Advanced Features (Phase 7 - Week 13-14)
### 7.1 Draft System and Validation Workflow
- [ ] **Task 7.1.1**: Implement draft declaration system
- All declarations start as drafts
- Detailed account breakdown display
- Edit capabilities before validation
- **Estimated**: 8 hours
- **Dependencies**: Task 4.1.2
- [ ] **Task 7.1.2**: Create validation workflow
- User validation interface
- Validation checklist
- Approval process
- **Estimated**: 6 hours
- **Dependencies**: Task 7.1.1
- [ ] **Task 7.1.3**: Add audit trail system
- Track all changes and validations
- User activity logging
- Version history
- **Estimated**: 4 hours
- **Dependencies**: Task 7.1.2
### 7.2 Accounting Integration
- [ ] **Task 7.2.1**: Create journal entry generation
- Automatic accounting entries for validated declarations
- Transfer to 445510 (TVA à décaisser) or 445670 (Crédit de TVA)
- Integration with Dolibarr accounting
- **Estimated**: 10 hours
- **Dependencies**: Task 7.1.2
- [ ] **Task 7.2.2**: Add accounting validation
- Check journal entry accuracy
- Balance verification
- **Estimated**: 4 hours
- **Dependencies**: Task 7.2.1
### 7.3 Advanced Analytics and Reporting
- [ ] **Task 7.3.1**: Create comparison tools
- Compare declarations across periods
- Variance analysis
- Trend reporting
- **Estimated**: 8 hours
- **Dependencies**: Task 5.3.1
- [ ] **Task 7.3.2**: Build reporting dashboard
- Visual analytics and trends
- Key performance indicators
- Interactive charts
- **Estimated**: 10 hours
- **Dependencies**: Task 7.3.1
- [ ] **Task 7.3.3**: Add exception handling
- Flag unusual amounts
- Missing data detection
- Automated alerts
- **Estimated**: 6 hours
- **Dependencies**: Task 3.1.3
### 7.4 Document and Notification Management
- [ ] **Task 7.4.1**: Implement document management
- Attach supporting documents
- File organization
- Document versioning
- **Estimated**: 6 hours
- **Dependencies**: Task 4.1.2
- [ ] **Task 7.4.2**: Create notification system
- Email alerts for deadlines
- Status change notifications
- Reminder system
- **Estimated**: 8 hours
- **Dependencies**: Task 7.1.2
### 7.5 Multi-Entity and Integration Features
- [ ] **Task 7.5.1**: Add multi-entity support
- Handle multiple companies
- Entity-specific configurations
- Consolidated reporting
- **Estimated**: 12 hours
- **Dependencies**: Task 1.2.1
- [ ] **Task 7.5.2**: Create integration APIs
- Connect with external tax systems
- API documentation
- Webhook support
- **Estimated**: 10 hours
- **Dependencies**: Task 7.2.1
- [ ] **Task 7.5.3**: Implement backup/restore
- Declaration data backup
- Recovery procedures
- Data migration tools
- **Estimated**: 6 hours
- **Dependencies**: Task 7.1.3
### 7.6 Mobile and User Experience
- [ ] **Task 7.6.1**: Add mobile support
- Responsive design
- Mobile-optimized interface
- Touch-friendly controls
- **Estimated**: 8 hours
- **Dependencies**: Task 4.1.1
- [ ] **Task 7.6.2**: Enhance user experience
- Improved navigation
- Keyboard shortcuts
- Accessibility features
- **Estimated**: 6 hours
- **Dependencies**: Task 7.6.1
## Discovered During Work ## Discovered During Work
*Tasks discovered during development will be added here* *Tasks discovered during development will be added here*
@ -320,7 +432,16 @@
- Performance optimization for large datasets - Performance optimization for large datasets
- Security considerations for financial data - Security considerations for financial data
## Total Estimated Time: 200+ hours ## Total Estimated Time: 350+ hours
### Breakdown by Phase:
- **Phase 1-2**: Foundation & Configuration (40 hours)
- **Phase 3**: Data Processing (50 hours)
- **Phase 4**: User Interface (30 hours)
- **Phase 5**: Export & Reporting (25 hours)
- **Phase 6**: Testing & Documentation (25 hours)
- **Phase 7**: Advanced Features (80 hours)
- **Buffer & Integration**: 100 hours
## Priority Order: ## Priority Order:
1. Database schema and core classes 1. Database schema and core classes

57
langs/en_US/declarationtva.lang
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@ -165,3 +165,60 @@ DeclarationTVATableActions = Actions
# Help # Help
DeclarationTVAHelpTitle = Help DeclarationTVAHelpTitle = Help
DeclarationTVAHelpText = This module allows you to automatically generate your French CA3 VAT declarations by mapping your PCG accounts with the declaration boxes. DeclarationTVAHelpText = This module allows you to automatically generate your French CA3 VAT declarations by mapping your PCG accounts with the declaration boxes.
# Advanced Features
DeclarationTVADraftSystem = Draft System
DeclarationTVAValidationWorkflow = Validation Workflow
DeclarationTVAAccountingIntegration = Accounting Integration
DeclarationTVAAuditTrail = Audit Trail
DeclarationTVAComparisonTools = Comparison Tools
DeclarationTVAExceptionHandling = Exception Handling
DeclarationTVAMultiEntity = Multi-Entity
DeclarationTVADocumentManagement = Document Management
DeclarationTVANotificationSystem = Notification System
DeclarationTVADashboard = Dashboard
DeclarationTVAMobileSupport = Mobile Support
# Validation Workflow
DeclarationTVAValidationChecklist = Validation Checklist
DeclarationTVAValidationApproval = Approval Process
DeclarationTVAValidationHistory = Validation History
DeclarationTVAValidationComments = Validation Comments
# Accounting Integration
DeclarationTVAJournalEntryGeneration = Journal Entry Generation
DeclarationTVAJournalEntryValidation = Journal Entry Validation
DeclarationTVAJournalEntryBalance = Journal Entry Balance
DeclarationTVAJournalEntryTransfer = Transfer to 445510/445670
# Analytics and Reporting
DeclarationTVAComparisonReport = Comparison Report
DeclarationTVAVarianceAnalysis = Variance Analysis
DeclarationTVATrendAnalysis = Trend Analysis
DeclarationTVAKPIDashboard = KPI Dashboard
DeclarationTVAInteractiveCharts = Interactive Charts
# Exception Handling
DeclarationTVAUnusualAmounts = Unusual Amounts
DeclarationTVAMissingData = Missing Data
DeclarationTVAAutomatedAlerts = Automated Alerts
DeclarationTVAExceptionReports = Exception Reports
# Notifications
DeclarationTVAEmailAlerts = Email Alerts
DeclarationTVAStatusNotifications = Status Notifications
DeclarationTVAReminderSystem = Reminder System
DeclarationTVADeadlineAlerts = Deadline Alerts
# Multi-Entity
DeclarationTVAMultipleCompanies = Multiple Companies
DeclarationTVAEntitySpecificConfig = Entity-Specific Configuration
DeclarationTVAConsolidatedReporting = Consolidated Reporting
DeclarationTVAEntityManagement = Entity Management
# Mobile and UX
DeclarationTVAMobileInterface = Mobile Interface
DeclarationTVAResponsiveDesign = Responsive Design
DeclarationTVATouchFriendly = Touch-Friendly
DeclarationTVAAccessibility = Accessibility
DeclarationTVAKeyboardShortcuts = Keyboard Shortcuts

57
langs/fr_FR/declarationtva.lang
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@ -154,3 +154,60 @@ DeclarationTVATableActions = Actions
# Aide # Aide
DeclarationTVAHelpTitle = Aide DeclarationTVAHelpTitle = Aide
DeclarationTVAHelpText = Ce module vous permet de générer automatiquement vos déclarations de TVA CA3 en mappant vos comptes PCG avec les cases de la déclaration. DeclarationTVAHelpText = Ce module vous permet de générer automatiquement vos déclarations de TVA CA3 en mappant vos comptes PCG avec les cases de la déclaration.
# Fonctionnalités avancées
DeclarationTVADraftSystem = Système de brouillon
DeclarationTVAValidationWorkflow = Workflow de validation
DeclarationTVAAccountingIntegration = Intégration comptable
DeclarationTVAAuditTrail = Piste d'audit
DeclarationTVAComparisonTools = Outils de comparaison
DeclarationTVAExceptionHandling = Gestion des exceptions
DeclarationTVAMultiEntity = Multi-entité
DeclarationTVADocumentManagement = Gestion documentaire
DeclarationTVANotificationSystem = Système de notifications
DeclarationTVADashboard = Tableau de bord
DeclarationTVAMobileSupport = Support mobile
# Workflow de validation
DeclarationTVAValidationChecklist = Liste de contrôle de validation
DeclarationTVAValidationApproval = Processus d'approbation
DeclarationTVAValidationHistory = Historique de validation
DeclarationTVAValidationComments = Commentaires de validation
# Intégration comptable
DeclarationTVAJournalEntryGeneration = Génération d'écritures comptables
DeclarationTVAJournalEntryValidation = Validation des écritures
DeclarationTVAJournalEntryBalance = Équilibrage des écritures
DeclarationTVAJournalEntryTransfer = Transfert vers 445510/445670
# Analytics et reporting
DeclarationTVAComparisonReport = Rapport de comparaison
DeclarationTVAVarianceAnalysis = Analyse des écarts
DeclarationTVATrendAnalysis = Analyse des tendances
DeclarationTVAKPIDashboard = Tableau de bord KPI
DeclarationTVAInteractiveCharts = Graphiques interactifs
# Gestion des exceptions
DeclarationTVAUnusualAmounts = Montants inhabituels
DeclarationTVAMissingData = Données manquantes
DeclarationTVAAutomatedAlerts = Alertes automatisées
DeclarationTVAExceptionReports = Rapports d'exception
# Notifications
DeclarationTVAEmailAlerts = Alertes par email
DeclarationTVAStatusNotifications = Notifications de statut
DeclarationTVAReminderSystem = Système de rappels
DeclarationTVADeadlineAlerts = Alertes d'échéance
# Multi-entité
DeclarationTVAMultipleCompanies = Plusieurs sociétés
DeclarationTVAEntitySpecificConfig = Configuration par entité
DeclarationTVAConsolidatedReporting = Reporting consolidé
DeclarationTVAEntityManagement = Gestion des entités
# Mobile et UX
DeclarationTVAMobileInterface = Interface mobile
DeclarationTVAResponsiveDesign = Design responsive
DeclarationTVATouchFriendly = Interface tactile
DeclarationTVAAccessibility = Accessibilité
DeclarationTVAKeyboardShortcuts = Raccourcis clavier