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Taxes and Tax Groups

Backlog fieldValue
Story IDAP-GS-011
EpicGeneral Settings
Story typeBusiness workflow
Review statusDraft - business analyst and business owner review required
Source evidenceAppsPortal.Apis controller, application command/query handlers, validators, domain entities, and matching MFE workflow where available
Last source review2026-07-10

User story

As tax administrators, I want to maintain taxes, groups, rates, and official codes so that transactions calculate and report tax correctly.

Acceptance criteria

  1. Only authorized users can view or execute the feature's actions.
  2. Required business data, active dependencies, tenant/branch scope, and current document state are validated.
  3. Invalid requests return actionable validation errors without applying a partial change.
  4. Search, list, view, print, and export operations use the same authorized business scope.
  5. Material create, edit, status, approval, posting, reversal, and integration actions are auditable where applicable.
  6. Financial or stock effects are applied atomically and no more than once.

Business rules

Required

Tax/group code/name, rate/effect/type, official code, effective state, and GL/group account are required for enabled tax.

Optional or conditional

Date range, exemptions, subtypes, and country metadata are conditional.

Action behavior

Save changes future tax calculation; documents retain posted tax snapshots.

Blocking rule or downstream effect

Posting fails when selected tax has neither a valid tax account nor permitted group account.

Frontend page coverage

The following UI coverage is sourced from the pulled MFE route configuration. A Module-level supporting artifact mapping is evidence of a reachable screen, but requires BA confirmation that it belongs to this story rather than a more specific feature story.

Route/pageComponentModeRoute permission/guardMapping confidenceSource
egyptian-tax-authority-integrationEtaMainComponentList/navigationPermission: AppGeneralSettingsPermissions.SignatureServiceSetting_View,; Guards: PolicyAuthGuardFeature token matchapps/erpHome/src/app/remote-entry/admin/admin-routing.module.ts:187
tax-definitionTaxDefinitionComponentList/navigationPermission: AppGeneralSettingsPermissions.TaxDefinition_List; Guards: PolicyAuthGuardFeature token matchapps/erpHome/src/app/remote-entry/general-setting/general-setting.module.ts:153
tax-groupTaxGroupComponentList/navigationPermission: AppGeneralSettingsPermissions.TaxGroup_List; Guards: PolicyAuthGuardFeature token matchapps/erpHome/src/app/remote-entry/general-setting/general-setting.module.ts:143

Observed frontend fields and validation

ComponentControlObserved frontend ruleComponent source
--No reactive formControlName controls were found for the routed components; review template-driven/shared child components.Route sources above

Observed frontend actions

ComponentClick action/handlerBusiness review requirementComponent source
TaxDefinitionComponentonEditOpen the identified editable record only with Edit permission; posted/locked records remain blocked by route or action state and list context must be recoverable on return.apps/erpHome/src/app/remote-entry/general-setting/pages/taxs/tax-definition/tax-definition.component.ts
TaxGroupComponentonEditOpen the identified editable record only with Edit permission; posted/locked records remain blocked by route or action state and list context must be recoverable on return.apps/erpHome/src/app/remote-entry/general-setting/pages/taxs/tax-group/tax-group.component.ts

Page-specific frontend acceptance criteria

  1. egyptian-tax-authority-integration - List/navigation: Load an authorized paged/searchable list or navigation page; preserve filters/sort/paging and expose only permitted row and bulk actions. Security observed: Permission: AppGeneralSettingsPermissions.SignatureServiceSetting_View,; Guards: PolicyAuthGuard
  2. tax-definition - List/navigation: Load an authorized paged/searchable list or navigation page; preserve filters/sort/paging and expose only permitted row and bulk actions. Security observed: Permission: AppGeneralSettingsPermissions.TaxDefinition_List; Guards: PolicyAuthGuard
  3. tax-group - List/navigation: Load an authorized paged/searchable list or navigation page; preserve filters/sort/paging and expose only permitted row and bulk actions. Security observed: Permission: AppGeneralSettingsPermissions.TaxGroup_List; Guards: PolicyAuthGuard

Internal Documentation — Microtec