Set period on registration/renewal invoices

website/moneybirdsynchronization/models.py

@@ -64,6 +64,17 @@ def ledger_id_for_payable_model(obj) -> Optional[int]:
     return None
 
 
+def datetime_to_membership_period(date):
+    """Convert a :class:`~datetime.date` to a period that corresponds with the current membership period."""
+    start_date = date
+    if start_date.month == 8:
+        start_date = start_date.replace(month=9, day=1)
+    end_date = start_date.replace(month=8, day=31)
+    if start_date.month > 8:
+        end_date = end_date.replace(year=start_date.year + 1)
+    return f"{start_date.strftime('%Y%m%d')}..{end_date.strftime('%Y%m%d')}"
+
+
 class MoneybirdProject(models.Model):
     name = models.CharField(
         _("Name"),
@@ -269,6 +280,14 @@ def to_moneybird(self):
 
         ledger_id = ledger_id_for_payable_model(self.payable_object)
 
+        period = None
+        tax_rate_id = None
+        if isinstance(self.payable_object, (Registration, Renewal)):
+            period = datetime_to_membership_period(
+                self.payable_object.created_at.date()
+            )
+            tax_rate_id = settings.MONEYBIRD_ZERO_TAX_RATE_ID
+
         source_url = settings.BASE_URL + reverse(
             f"admin:{self.payable_object._meta.app_label}_{self.payable_object._meta.model_name}_change",
             args=(self.object_id,),
@@ -306,6 +325,12 @@ def to_moneybird(self):
             data["external_sales_invoice"]["details_attributes"][0]["id"] = int(
                 self.moneybird_details_attribute_id
             )
+        if period is not None:
+            data["external_sales_invoice"]["details_attributes"][0]["period"] = period
+        if tax_rate_id is not None:
+            data["external_sales_invoice"]["details_attributes"][0][
+                "tax_rate_id"
+            ] = int(tax_rate_id)
 
         return data
 

website/thaliawebsite/settings.py

@@ -1115,3 +1115,9 @@ def from_env(
     if os.environ.get("MONEYBIRD_CARD_FINANCIAL_ACCOUNT_ID")
     else None
 )
+
+MONEYBIRD_ZERO_TAX_RATE_ID: Optional[int] = (
+    int(os.environ.get("MONEYBIRD_ZERO_TAX_RATE_ID"))
+    if os.environ.get("MONEYBIRD_ZERO_TAX_RATE_ID")
+    else None
+)