calc taxes on your own

src/services/accounting-service.js

@@ -368,11 +368,108 @@ async function getBalanceSheet({ asOfDate, accountingMethod = 'Accrual' } = {})
 }
 
 async function getTaxSummary({ startDate, endDate, accountingMethod = 'Accrual' } = {}) {
-    const url = buildReportUrl('TaxSummary', { start_date: startDate, end_date: endDate, accounting_method: accountingMethod });
-    const response = await makeQboApiCall({ url, method: 'GET' });
-    const data = getJson(response);
-    throwIfFault(data, 'TaxSummary report');
-    return data;
+    const { companyId, baseUrl } = getClientInfo();
+    const qboQuery = (sql) => {
+        const url = `${baseUrl}/v3/company/${companyId}/query?query=${encodeURIComponent(sql)}&minorversion=${QBO_MINOR_VERSION}`;
+        return makeQboApiCall({ url, method: 'GET' });
+    };
+
+    const rateMap = {};
+    try {
+        const rateRes = await qboQuery('SELECT * FROM TaxRate MAXRESULTS 1000');
+        const rateData = getJson(rateRes);
+        throwIfFault(rateData, 'TaxRate query');
+        const rates = rateData?.QueryResponse?.TaxRate || [];
+        for (const r of rates) {
+            rateMap[r.Id] = {
+                name: r.Name || `Tax Rate ${r.Id}`,
+                rateValue: parseFloat(r.RateValue) || 0
+            };
+        }
+    } catch (e) {
+        console.error('TaxRate query failed, proceeding without rate names:', e.message);
+    }
+
+    const whereClause = `TxnDate >= '${startDate}' AND TxnDate <= '${endDate}'`;
+    const agg = {};
+
+    for (const entity of ['Invoice', 'SalesReceipt']) {
+        try {
+            const res = await qboQuery(`SELECT * FROM ${entity} WHERE ${whereClause} MAXRESULTS 1000`);
+            const data = getJson(res);
+            throwIfFault(data, `${entity} query`);
+            const docs = data?.QueryResponse?.[entity] || [];
+            for (const doc of docs) {
+                const taxDetail = doc.TxnTaxDetail;
+                if (!taxDetail || !taxDetail.TaxLine) continue;
+                const taxLines = Array.isArray(taxDetail.TaxLine) ? taxDetail.TaxLine : [taxDetail.TaxLine];
+                for (const line of taxLines) {
+                    const detail = line.TaxLineDetail;
+                    if (!detail || !detail.TaxRateRef) continue;
+                    const rateId = String(detail.TaxRateRef.value);
+                    const taxable = parseFloat(detail.NetAmountTaxable) || 0;
+                    const collected = parseFloat(line.Amount) || 0;
+                    if (!agg[rateId]) agg[rateId] = { taxableSales: 0, taxCollected: 0 };
+                    agg[rateId].taxableSales += taxable;
+                    agg[rateId].taxCollected += collected;
+                }
+            }
+        } catch (e) {
+            console.error(`${entity} query failed:`, e.message);
+        }
+    }
+
+    const rows = Object.entries(agg).map(([rateId, amounts]) => {
+        const info = rateMap[rateId] || { name: `Tax Rate ${rateId}`, rateValue: 0 };
+        const ratePct = info.rateValue.toFixed(3).replace(/0+$/, '').replace(/\.$/, '');
+        return {
+            type: 'Section',
+            Header: {
+                ColData: [
+                    { value: info.name },
+                    { value: '' },
+                    { value: '' },
+                    { value: `${ratePct}%` }
+                ]
+            },
+            Summary: {
+                ColData: [
+                    { value: 'Total' },
+                    { value: amounts.taxableSales.toFixed(2) },
+                    { value: amounts.taxCollected.toFixed(2) },
+                    { value: '' }
+                ]
+            }
+        };
+    });
+
+    rows.sort((a, b) => {
+        const na = a.Header.ColData[0].value;
+        const nb = b.Header.ColData[0].value;
+        if (na.includes('State') && !nb.includes('State')) return -1;
+        if (!na.includes('State') && nb.includes('State')) return 1;
+        return na.localeCompare(nb);
+    });
+
+    return {
+        Header: {
+            ReportName: 'Sales Tax Liability',
+            StartPeriod: startDate,
+            EndPeriod: endDate,
+            ReportBasis: accountingMethod
+        },
+        Columns: {
+            Column: [
+                { ColTitle: '', ColType: 'Text' },
+                { ColTitle: 'Taxable Sales', ColType: 'Money' },
+                { ColTitle: 'Tax Collected', ColType: 'Money' },
+                { ColTitle: 'Tax Rate', ColType: 'Percent' }
+            ]
+        },
+        Rows: {
+            Row: rows
+        }
+    };
 }
 
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