Frank Cools
ff64320ece
Task List Updates:
- Marked Phase 1 tasks as completed (database, classes, implementation)
- Marked Phase 2 configuration tasks as completed
- Added new Phase 1.5 section for MVP implementation and bug fixes
- Updated CA-3 line references to match Notice 4722 structure
- Added completion status indicators (✅ COMPLETED)
The task list now accurately reflects our current progress!
650 lines
20 KiB
Markdown
650 lines
20 KiB
Markdown
# DeclarationTVA - Task List
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## Project: French CA-3 VAT Declaration Module for Dolibarr
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**Created**: 2025-01-27
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**Status**: In Development
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**Priority**: High
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---
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## Phase 1: Foundation & Database (Week 1-2)
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### 1.1 Database Schema Design
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- [x] **Task 1.1.1**: Design database schema for PCG account mappings ✅ **COMPLETED**
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- Create `llx_declarationtva_config` table structure
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- Define fields for CA-3 box mappings (A1-A5, 08, 09, 9B, 17, 20, 21, 22, 25, 26, 28, 29)
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- Add support for multiple VAT rates (20%, 10%, 5.5%, 2.1%)
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- **Estimated**: 4 hours
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- **Dependencies**: None
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- [x] **Task 1.1.2**: Design declaration storage schema ✅ **COMPLETED**
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- Create `llx_declarationtva_declarations` table
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- Add period management fields
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- Include status tracking (draft, submitted, approved)
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- **Estimated**: 3 hours
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- **Dependencies**: Task 1.1.1
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- [x] **Task 1.1.3**: Create period management table ✅ **COMPLETED**
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- Design `llx_declarationtva_periods` table
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- Support quarterly and monthly periods
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- Add period status and validation
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- **Estimated**: 2 hours
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- **Dependencies**: None
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### 1.2 Core Class Structure
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- [x] **Task 1.2.1**: Create DeclarationTVA main class ✅ **COMPLETED**
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- File: `core/class/declarationtva.class.php`
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- Basic CRUD operations
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- Period management methods
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- **Estimated**: 6 hours
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- **Dependencies**: Task 1.1.1, 1.1.2
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- [x] **Task 1.2.2**: Create DeclarationTVA_Config class ✅ **COMPLETED**
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- File: `core/class/declarationtva_config.class.php`
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- PCG account mapping management
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- Validation methods
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- **Estimated**: 4 hours
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- **Dependencies**: Task 1.1.1
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- [x] **Task 1.2.3**: Create DeclarationTVA_Period class ✅ **COMPLETED**
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- File: `core/class/declarationtva_period.class.php`
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- Period creation and validation
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- Date range management
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- **Estimated**: 3 hours
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- **Dependencies**: Task 1.1.3
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### 1.3 Database Implementation
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- [x] **Task 1.3.1**: Update SQL schema file ✅ **COMPLETED**
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- File: `sql/dolibarr_allversions.sql`
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- Add all table creation statements
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- Include indexes and constraints
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- **Estimated**: 2 hours
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- **Dependencies**: Tasks 1.1.1, 1.1.2, 1.1.3
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- [x] **Task 1.3.2**: Create database migration scripts ✅ **COMPLETED**
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- Handle version upgrades
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- Data migration procedures
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- **Estimated**: 3 hours
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- **Dependencies**: Task 1.3.1
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---
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## Phase 1.5: MVP Implementation & Bug Fixes ✅ **COMPLETED**
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### 1.5.1 Database Issues Resolution
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- [x] **Task 1.5.1**: Fix database column name issues ✅ **COMPLETED**
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- Fixed 'Unknown column id' error by using 'rowid' instead of 'id'
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- Updated all SQL queries to use correct column names
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- **Estimated**: 2 hours
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- **Dependencies**: Task 1.3.1
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- [x] **Task 1.5.2**: Fix duplicate entry constraints ✅ **COMPLETED**
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- Resolved duplicate entry constraint violations
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- Implemented proper handling of existing inactive records
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- Added reactivation logic for existing mappings
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- **Estimated**: 3 hours
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- **Dependencies**: Task 1.5.1
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- [x] **Task 1.5.3**: Implement automatic table creation ✅ **COMPLETED**
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- Added fallback table creation in setup page
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- Ensures tables exist even if module activation fails
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- Silent table creation without user intervention
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- **Estimated**: 2 hours
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- **Dependencies**: Task 1.5.2
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### 1.5.2 Form Processing & Data Persistence
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- [x] **Task 1.5.4**: Fix form submission processing ✅ **COMPLETED**
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- Resolved account mapping save/load issues
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- Fixed multi-select form data handling
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- Implemented proper form validation
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- **Estimated**: 4 hours
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- **Dependencies**: Task 1.5.2
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- [x] **Task 1.5.5**: Clean up debug code and messages ✅ **COMPLETED**
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- Removed all debugging output from production code
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- Cleaned up user interface
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- Streamlined database operations
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- **Estimated**: 1 hour
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- **Dependencies**: Task 1.5.4
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---
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## Phase 2: Configuration Interface (Week 3-4)
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### 2.1 Setup Page Enhancement
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- [x] **Task 2.1.1**: Redesign admin setup page ✅ **COMPLETED**
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- File: `admin/setup_mvp.php`
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- Replace generic parameters with CA-3 specific configuration
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- Add PCG account selection interface
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- **Estimated**: 8 hours
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- **Dependencies**: Task 1.2.2
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- [x] **Task 2.1.2**: Create PCG account mapping interface ✅ **COMPLETED**
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- Multi-select dropdown for each CA-3 line
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- Account search and filtering from Dolibarr's chart of accounts
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- Account validation against existing accounts
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- Rate selection (20%, 10%, 5.5%, 2.1%)
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- Account weighting and grouping
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- **Estimated**: 15 hours
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- **Dependencies**: Task 2.1.1
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- [x] **Task 2.1.3**: Implement multiple account selection ✅ **COMPLETED**
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- Connect to Dolibarr's `llx_accounting_account` table
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- Multi-select interface with search functionality
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- Account preview with current balances
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- Bulk operations for account management
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- **Estimated**: 12 hours
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- **Dependencies**: Task 2.1.2
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- [ ] **Task 2.1.4**: Add period configuration
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- Quarterly/monthly period selection
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- Default period settings
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- **Estimated**: 4 hours
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- **Dependencies**: Task 1.2.3
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### 2.2 User Interface Components
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- [ ] **Task 2.2.1**: Create main declaration interface
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- File: `declarationtvaindex.php`
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- Period selection dropdown
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- Declaration status display
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- **Estimated**: 6 hours
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- **Dependencies**: Task 1.2.1
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- [ ] **Task 2.2.2**: Add declaration creation wizard
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- Step-by-step process
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- Data validation at each step
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- **Estimated**: 8 hours
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- **Dependencies**: Task 2.2.1
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---
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## Phase 3: Data Processing (Week 5-6)
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### 3.1 Accounting Data Extraction
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- [ ] **Task 3.1.1**: Create data extraction methods
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- Query Dolibarr accounting tables
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- Filter by PCG account codes
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- Handle different VAT rates
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- **Estimated**: 12 hours
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- **Dependencies**: Task 1.2.1
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- [ ] **Task 3.1.2**: Implement CA-3 calculation logic
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- Section A (Output VAT): Boxes 01, 02, 03, 05, 08
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- Section B (Input VAT): Boxes 20, 21, 22
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- Section C (Result): Boxes 25, 26, 28, 29
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- Automatic calculation of totals and net amounts
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- **Estimated**: 20 hours
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- **Dependencies**: Task 3.1.1
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- [ ] **Task 3.1.3**: Add data validation
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- Cross-check calculations
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- Validate against French tax rules
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- Error reporting
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- **Estimated**: 8 hours
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- **Dependencies**: Task 3.1.2
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- [ ] **Task 3.1.4**: Implement complete CA-3 form structure (n° 3310-CA3-SD)
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- Section A: Opérations imposables - Lines A1, A2, B1-B4 (base + tax by rate)
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- Section B: TVA due - Line 17 (intra-EU acquisitions)
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- Section C: TVA déductible - Lines 20, 21 (capital goods, expenses)
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- Section D: Résultat - Lines 22, 28, 29 (credit/payment)
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- Automatic form line calculations and mapping
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- **Estimated**: 15 hours
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- **Dependencies**: Task 3.1.2
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- [ ] **Task 3.1.5**: Implement CA-3 form line mapping
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- Map PCG accounts to specific CA-3 form lines
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- Handle base amounts (HT) and VAT amounts separately
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- Support all VAT rates (20%, 10%, 5.5%, 2.1%)
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- Special operations handling (A2 line)
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- **Estimated**: 12 hours
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- **Dependencies**: Task 3.1.4
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- [ ] **Task 3.1.6**: Create detailed account breakdown system
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- Show source account for each amount in draft declarations
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- Display transaction details behind each CA-3 line
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- Allow drill-down from form lines to individual transactions
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- Export detailed breakdown reports
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- **Estimated**: 10 hours
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- **Dependencies**: Task 3.1.5
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- [ ] **Task 3.1.7**: Implement EU transaction handling
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- Incoming EU invoices: autoliquidation (4452xxx + 4456xx)
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- B2B EU sales: no French VAT, lines 05/06 (base HT only)
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- B2C EU sales: OSS threshold handling (€10,000)
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- Special cases: construction, energy reverse charge
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- **Estimated**: 15 hours
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- **Dependencies**: Task 3.1.5
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- [ ] **Task 3.1.8**: Add DEB/DES integration
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- Link CA-3 lines 05/06 with DEB/DES data
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- Cross-validation between CA-3 and exchange declarations
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- Automatic DEB/DES data import
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- **Estimated**: 12 hours
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- **Dependencies**: Task 3.1.7
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### 3.2 Period Management
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- [ ] **Task 3.2.1**: Implement period calculation
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- Automatic period detection
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- Date range validation
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- **Estimated**: 4 hours
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- **Dependencies**: Task 1.2.3
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- [ ] **Task 3.2.2**: Add period locking mechanism
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- Prevent modifications to submitted periods
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- Audit trail
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- **Estimated**: 3 hours
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- **Dependencies**: Task 3.2.1
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---
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## Phase 4: User Interface (Week 7-8)
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### 4.1 Main Interface Development
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- [ ] **Task 4.1.1**: Create declaration list view
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- Show all declarations by period
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- Status indicators
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- Action buttons (edit, delete, export)
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- **Estimated**: 6 hours
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- **Dependencies**: Task 2.2.1
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- [ ] **Task 4.1.2**: Add declaration detail view
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- CA-3 form display
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- Editable fields
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- Calculation summary
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- **Estimated**: 8 hours
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- **Dependencies**: Task 3.1.2
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- [ ] **Task 4.1.3**: Create period management interface
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- Period creation
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- Period status management
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- **Estimated**: 4 hours
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- **Dependencies**: Task 3.2.1
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### 4.2 Form Handling
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- [ ] **Task 4.2.1**: Implement form validation
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- Client-side validation
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- Server-side validation
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- Error message display
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- **Estimated**: 6 hours
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- **Dependencies**: Task 4.1.2
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- [ ] **Task 4.2.2**: Add auto-save functionality
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- Save draft declarations
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- Restore previous sessions
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- **Estimated**: 4 hours
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- **Dependencies**: Task 4.2.1
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---
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## Phase 5: Export and Reporting (Week 9-10)
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### 5.1 PDF Generation
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- [ ] **Task 5.1.1**: Create PDF template
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- File: `templates/declarationtva/ca3_pdf.tpl`
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- Official CA-3 form layout
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- Company information header
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- **Estimated**: 8 hours
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- **Dependencies**: Task 4.1.2
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- [ ] **Task 5.1.2**: Implement PDF generation
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- Use Dolibarr PDF engine
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- Data population
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- Formatting and styling
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- **Estimated**: 6 hours
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- **Dependencies**: Task 5.1.1
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### 5.2 Export Formats
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- [ ] **Task 5.2.1**: Create XML export
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- French tax authority format
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- Data structure compliance
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- **Estimated**: 6 hours
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- **Dependencies**: Task 3.1.2
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- [ ] **Task 5.2.2**: Create CSV export
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- Data analysis format
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- Customizable fields
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- **Estimated**: 3 hours
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- **Dependencies**: Task 3.1.2
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### 5.3 Reporting Features
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- [ ] **Task 5.3.1**: Add declaration history
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- Previous periods view
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- Comparison functionality
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- **Estimated**: 4 hours
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- **Dependencies**: Task 4.1.1
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- [ ] **Task 5.3.2**: Create summary reports
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- Annual VAT summary
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- Trend analysis
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- **Estimated**: 5 hours
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- **Dependencies**: Task 5.3.1
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---
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## Phase 6: Testing and Documentation (Week 11-12)
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### 6.1 Unit Testing
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- [ ] **Task 6.1.1**: Create test suite
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- File: `test/phpunit/`
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- Test all core classes
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- Test calculation logic
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- **Estimated**: 8 hours
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- **Dependencies**: All previous tasks
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- [ ] **Task 6.1.2**: Integration testing
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- Test with real Dolibarr data
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- Performance testing
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- **Estimated**: 6 hours
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- **Dependencies**: Task 6.1.1
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### 6.2 Documentation
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- [ ] **Task 6.2.1**: Create user manual
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- Setup instructions
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- Usage guide
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- Troubleshooting
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- **Estimated**: 6 hours
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- **Dependencies**: All previous tasks
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- [ ] **Task 6.2.2**: Create developer documentation
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- API documentation
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- Code comments
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- Architecture overview
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- **Estimated**: 4 hours
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- **Dependencies**: All previous tasks
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### 6.3 French Compliance
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- [ ] **Task 6.3.1**: Validate tax compliance
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- Review with French tax expert
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- Format validation
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- **Estimated**: 4 hours
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- **Dependencies**: Task 5.2.1
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- [ ] **Task 6.3.2**: Final testing
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- End-to-end testing
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- User acceptance testing
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- **Estimated**: 6 hours
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- **Dependencies**: Task 6.3.1
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---
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## Language Support
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### 6.4 Bilingual Interface
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- [ ] **Task 6.4.1**: Complete French translations
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- File: `langs/fr_FR/declarationtva.lang`
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- All interface elements
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- Error messages
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- **Estimated**: 4 hours
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- **Dependencies**: All UI tasks
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- [ ] **Task 6.4.2**: Complete English translations
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- File: `langs/en_US/declarationtva.lang`
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- Update existing translations
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- **Estimated**: 2 hours
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- **Dependencies**: Task 6.4.1
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---
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## Advanced Features (Phase 7 - Week 13-14)
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### 7.1 Draft System and Validation Workflow
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- [ ] **Task 7.1.1**: Implement draft declaration system
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- All declarations start as drafts
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- Detailed account breakdown display
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- Edit capabilities before validation
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- **Estimated**: 8 hours
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- **Dependencies**: Task 4.1.2
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- [ ] **Task 7.1.2**: Create validation workflow
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- User validation interface
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- Validation checklist
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- Approval process
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- **Estimated**: 6 hours
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- **Dependencies**: Task 7.1.1
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- [ ] **Task 7.1.3**: Add audit trail system
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- Track all changes and validations
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- User activity logging
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- Version history
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- **Estimated**: 4 hours
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- **Dependencies**: Task 7.1.2
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### 7.2 Accounting Integration
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- [ ] **Task 7.2.1**: Create journal entry generation
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- Automatic accounting entries for validated declarations
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- Transfer to 445510 (TVA à décaisser) or 445670 (Crédit de TVA)
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- Integration with Dolibarr accounting
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- **Estimated**: 10 hours
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- **Dependencies**: Task 7.1.2
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- [ ] **Task 7.2.2**: Add accounting validation
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- Check journal entry accuracy
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- Balance verification
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- **Estimated**: 4 hours
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- **Dependencies**: Task 7.2.1
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### 7.3 Advanced Analytics and Reporting
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- [ ] **Task 7.3.1**: Create comparison tools
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- Compare declarations across periods
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- Variance analysis
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- Trend reporting
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- **Estimated**: 8 hours
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- **Dependencies**: Task 5.3.1
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- [ ] **Task 7.3.2**: Build reporting dashboard
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- Visual analytics and trends
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- Key performance indicators
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- Interactive charts
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- **Estimated**: 10 hours
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- **Dependencies**: Task 7.3.1
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- [ ] **Task 7.3.3**: Add exception handling
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- Flag unusual amounts
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- Missing data detection
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- Automated alerts
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- **Estimated**: 6 hours
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- **Dependencies**: Task 3.1.3
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### 7.4 Document and Notification Management
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- [ ] **Task 7.4.1**: Implement document management
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- Attach supporting documents
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- File organization
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- Document versioning
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- **Estimated**: 6 hours
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- **Dependencies**: Task 4.1.2
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- [ ] **Task 7.4.2**: Create notification system
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- Email alerts for deadlines
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- Status change notifications
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- Reminder system
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- **Estimated**: 8 hours
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- **Dependencies**: Task 7.1.2
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### 7.5 Multi-Entity and Integration Features
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- [ ] **Task 7.5.1**: Add multi-entity support
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- Handle multiple companies
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- Entity-specific configurations
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- Consolidated reporting
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- **Estimated**: 12 hours
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- **Dependencies**: Task 1.2.1
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- [ ] **Task 7.5.2**: Create integration APIs
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- Connect with external tax systems
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- API documentation
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- Webhook support
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- **Estimated**: 10 hours
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- **Dependencies**: Task 7.2.1
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- [ ] **Task 7.5.3**: Implement backup/restore
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- Declaration data backup
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- Recovery procedures
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- Data migration tools
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- **Estimated**: 6 hours
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- **Dependencies**: Task 7.1.3
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### 7.6 Mobile and User Experience
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- [ ] **Task 7.6.1**: Add mobile support
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- Responsive design
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- Mobile-optimized interface
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- Touch-friendly controls
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- **Estimated**: 8 hours
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- **Dependencies**: Task 4.1.1
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- [ ] **Task 7.6.2**: Enhance user experience
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- Improved navigation
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- Keyboard shortcuts
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- Accessibility features
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- **Estimated**: 6 hours
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- **Dependencies**: Task 7.6.1
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### 7.7 Dolibarr Workflow Integration
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- [ ] **Task 7.7.1**: Create Dolibarr hook system
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- File: `core/triggers/interface_99_modDeclarationTVA_DeclarationTVATrigger.class.php`
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- Implement hook interface
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- Register hooks for invoice processing
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- **Estimated**: 8 hours
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- **Dependencies**: Task 1.2.1
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- [ ] **Task 7.7.2**: Implement autoliquidation automation
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- Hook into `supplier_invoice_validate`
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- Auto-detect EU suppliers
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- Create VAT due and deductible entries
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- **Estimated**: 12 hours
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- **Dependencies**: Task 7.7.1
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- [ ] **Task 7.7.3**: Add EU transaction automation
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- Hook into `invoice_validate` for customer invoices
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- Auto-apply EU transaction rules
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- Handle B2B vs B2C scenarios
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- **Estimated**: 10 hours
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- **Dependencies**: Task 7.7.2
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- [ ] **Task 7.7.4**: Create custom fields for VAT processing
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- EU supplier flag
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- VAT treatment selection
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- Transaction type classification
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- **Estimated**: 6 hours
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- **Dependencies**: Task 7.7.1
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- [ ] **Task 7.7.5**: Implement batch processing
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- Handle multiple invoices
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- Bulk VAT processing
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- Progress tracking
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- **Estimated**: 8 hours
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- **Dependencies**: Task 7.7.3
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## Advanced Intelligence Features (Phase 9 - Week 15-16)
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### 9.1 VAT Forecasting & Analytics
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- [ ] **Task 9.1.1**: Implement VAT forecasting
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- Historical data analysis
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- Predictive modeling for future VAT obligations
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- Seasonal pattern recognition
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- **Estimated**: 12 hours
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- **Dependencies**: Task 5.3.2
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- [ ] **Task 9.1.2**: Add anomaly detection
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- AI-powered unusual pattern detection
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- Automated alerts for suspicious transactions
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- Machine learning for VAT optimization
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- **Estimated**: 15 hours
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- **Dependencies**: Task 9.1.1
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- [ ] **Task 9.1.3**: Create cash flow impact analysis
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- VAT impact on cash flow projections
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- Payment timing optimization
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- Working capital analysis
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- **Estimated**: 8 hours
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- **Dependencies**: Task 9.1.1
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### 9.2 Tax Authority Integration
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- [ ] **Task 9.2.1**: Implement direct submission
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- Connect with French tax authority APIs
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- Direct CA-3 submission
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- Real-time validation
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- **Estimated**: 20 hours
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- **Dependencies**: Task 5.2.1
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- [ ] **Task 9.2.2**: Add electronic signatures
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- Digital signature for declarations
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- Secure submission process
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- Receipt management
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- **Estimated**: 10 hours
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- **Dependencies**: Task 9.2.1
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- [ ] **Task 9.2.3**: Create payment integration
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- Direct VAT payment processing
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- Bank account integration
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- Payment status tracking
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- **Estimated**: 12 hours
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- **Dependencies**: Task 9.2.1
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### 9.3 Advanced Compliance
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- [ ] **Task 9.3.1**: Implement regulatory updates
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- Automatic tax law change detection
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- Rule update notifications
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- Compliance impact analysis
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- **Estimated**: 8 hours
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- **Dependencies**: Task 6.3.1
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- [ ] **Task 9.3.2**: Add penalty calculation
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- Late submission penalty calculation
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- Interest calculation
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- Compliance risk assessment
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- **Estimated**: 6 hours
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- **Dependencies**: Task 9.3.1
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### 9.4 Business Intelligence
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- [ ] **Task 9.4.1**: Create advanced analytics
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- VAT analytics by customer/supplier
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- Geographic VAT analysis
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- Product category VAT analysis
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- **Estimated**: 15 hours
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- **Dependencies**: Task 7.3.2
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- [ ] **Task 9.4.2**: Implement profitability analysis
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- VAT impact on product profitability
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- Cost analysis with VAT
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- Pricing optimization suggestions
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- **Estimated**: 10 hours
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- **Dependencies**: Task 9.4.1
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## Discovered During Work
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*Tasks discovered during development will be added here*
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---
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## Notes
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- All tasks should include proper error handling
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- Code must follow Dolibarr coding standards
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- All user-facing text must be translatable
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- Database changes must be backward compatible
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- Performance optimization for large datasets
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- Security considerations for financial data
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## Total Estimated Time: 577+ hours
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### Breakdown by Phase:
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- **Phase 1-2**: Foundation & Configuration (40 hours)
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- **Phase 3**: Data Processing (87 hours)
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- **Phase 4**: User Interface (30 hours)
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- **Phase 5**: Export & Reporting (25 hours)
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- **Phase 6**: Testing & Documentation (25 hours)
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- **Phase 7**: Advanced Features (80 hours)
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- **Phase 8**: Dolibarr Workflow Integration (44 hours)
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- **Phase 9**: Advanced Intelligence (106 hours)
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- **Multiple Account Selection**: +27 hours
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- **Buffer & Integration**: 140 hours
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## Priority Order:
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1. Database schema and core classes
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2. Configuration interface
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3. Data processing and calculations
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4. User interface
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5. Export functionality
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6. Testing and documentation
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