IMP l10n_us_hr_payroll for Delaware 12.0

l10n_us_hr_payroll/__manifest__.py

@@ -34,6 +34,7 @@ USA Payroll Rules.
         'data/state/az_arizona.xml',
         'data/state/ca_california.xml',
         'data/state/ct_connecticut.xml',
+        'data/state/de_delaware.xml',
         'data/state/fl_florida.xml',
         'data/state/ga_georgia.xml',
         'data/state/hi_hawaii.xml',

l10n_us_hr_payroll/data/final.xml

@@ -36,6 +36,9 @@
             ref('hr_payroll_rule_er_us_ct_suta'),
             ref('hr_payroll_rule_ee_us_ct_sit'),
 
+            ref('hr_payroll_rule_er_us_de_suta'),
+            ref('hr_payroll_rule_ee_us_de_sit'),
+
             ref('hr_payroll_rule_er_us_fl_suta'),
 
             ref('hr_payroll_rule_er_us_ga_suta'),

l10n_us_hr_payroll/data/state/de_delaware.xml

@@ -0,0 +1,107 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <!-- Wage Base -->
+    <data noupdate="1">
+        <record id="rule_parameter_us_de_suta_wage_base_2020" model="hr.payroll.rate">
+            <field name="name">US DE Delaware SUTA Wage Base</field>
+            <field name="code">us_de_suta_wage_base</field>
+            <field name="parameter_value">16500.0</field>
+            <field name="date_from" eval="datetime(2020, 1, 1).date()"/>
+        </record>
+    </data>
+
+    <!-- Rate -->
+    <data noupdate="1">
+        <record id="rule_parameter_us_de_suta_rate_2020" model="hr.payroll.rate">
+            <field name="name">US DE Delaware SUTA Rate</field>
+            <field name="code">us_de_suta_rate</field>
+            <field name="parameter_value">1.50</field>
+            <field name="date_from" eval="datetime(2020, 1, 1).date()"/>
+        </record>
+    </data>
+
+    <data noupdate="1">
+        <record id="rule_parameter_us_de_sit_tax_rate_2020" model="hr.payroll.rate">
+            <field name="name">US DE Delaware SIT Tax Rate</field>
+            <field name="code">us_de_sit_tax_rate</field>
+            <field name="parameter_value">[
+                ( 2000,    0.0, 0.00),
+                ( 5000,    0.0, 2.20),
+                (10000,   66.0, 3.90),
+                (20000,  261.0, 4.80),
+                (25000,  741.0, 5.20),
+                (60000, 1001.0, 5.55),
+                ('inf', 2943.0, 6.60),
+
+            ]</field>
+            <field name="date_from" eval="datetime(2020, 1, 1).date()"/>
+        </record>
+    </data>
+
+    <data noupdate="1">
+        <record id="rule_parameter_us_de_sit_standard_deduction_rate_2020" model="hr.payroll.rate">
+            <field name="name">US DE Delaware Standard Deduction Rate</field>
+            <field name="code">us_de_sit_standard_deduction_rate</field>
+            <field name="parameter_value">3250</field>
+            <field name="date_from" eval="datetime(2020, 1, 1).date()"/>
+        </record>
+    </data>
+
+    <data noupdate="1">
+        <record id="rule_parameter_us_de_sit_personal_exemption_rate_2020" model="hr.payroll.rate">
+            <field name="name">US DE Delaware Personal Exemption Rate</field>
+            <field name="code">us_de_sit_personal_exemption_rate</field>
+            <field name="parameter_value">110</field>
+            <field name="date_from" eval="datetime(2020, 1, 1).date()"/>
+        </record>
+    </data>
+
+    <!-- Partners and Contribution Registers -->
+    <record id="res_partner_us_de_dor" model="res.partner">
+        <field name="name">US Delaware - Division of Unemployment Insurance - Unemployment Tax</field>
+        <field name="supplier">1</field>
+    </record>
+    <record id="contrib_register_us_de_dor" model="hr.contribution.register">
+        <field name="name">US Delaware - Division of Unemployment Insurance - Unemployment Tax</field>
+        <field name="partner_id" ref="res_partner_us_de_dor"/>
+    </record>
+
+    <record id="res_partner_us_de_dor_sit" model="res.partner">
+        <field name="name">US Delaware - Division of Revenue - Income Tax</field>
+        <field name="supplier">1</field>
+    </record>
+    <record id="contrib_register_us_de_dor_sit" model="hr.contribution.register">
+        <field name="name">US Delaware - Division of Revenue - Unemployment Tax</field>
+        <field name="partner_id" ref="res_partner_us_de_dor_sit"/>
+    </record>
+
+    <!-- Categories -->
+
+    <!-- Rules -->
+    <record id="hr_payroll_rule_er_us_de_suta" model="hr.salary.rule">
+        <field name="sequence" eval="450"/>
+        <field name="category_id" ref="hr_payroll_category_er_us_suta"/>
+        <field name="name">ER: US DE Delaware State Unemployment</field>
+        <field name="code">ER_US_DE_SUTA</field>
+        <field name="condition_select">python</field>
+        <field name="condition_python">result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_de_suta_wage_base', rate='us_de_suta_rate', state_code='DE')</field>
+        <field name="amount_select">code</field>
+        <field name="amount_python_compute">result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_de_suta_wage_base', rate='us_de_suta_rate', state_code='DE')</field>
+        <field name="register_id" ref="contrib_register_us_de_dor"/>
+        <field name="appears_on_payslip" eval="False"/>
+    </record>
+
+    <record id="hr_payroll_rule_ee_us_de_sit" model="hr.salary.rule">
+        <field name="sequence" eval="195"/>
+        <field name="category_id" ref="hr_payroll_category_ee_us_sit"/>
+        <field name="name">EE: US DE Delaware State Income Tax Withholding</field>
+        <field name="code">EE_US_DE_SIT</field>
+        <field name="condition_select">python</field>
+        <field name="condition_python">result, _ = de_delaware_state_income_withholding(payslip, categories, worked_days, inputs)</field>
+        <field name="amount_select">code</field>
+        <field name="amount_python_compute">result, result_rate = de_delaware_state_income_withholding(payslip, categories, worked_days, inputs)</field>
+        <field name="register_id" ref="contrib_register_us_de_dor_sit"/>
+        <field name="appears_on_payslip" eval="True"/>
+    </record>
+
+</odoo>

l10n_us_hr_payroll/models/hr_payslip.py

@@ -19,6 +19,7 @@ from .state.ar_arkansas import ar_arkansas_state_income_withholding
 from .state.az_arizona import az_arizona_state_income_withholding
 from .state.ca_california import ca_california_state_income_withholding
 from .state.ct_connecticut import ct_connecticut_state_income_withholding
+from .state.de_delaware import de_delaware_state_income_withholding
 from .state.ga_georgia import ga_georgia_state_income_withholding
 from .state.hi_hawaii import hi_hawaii_state_income_withholding
 from .state.id_idaho import id_idaho_state_income_withholding
@@ -71,6 +72,7 @@ class HRPayslip(models.Model):
             'az_arizona_state_income_withholding': az_arizona_state_income_withholding,
             'ca_california_state_income_withholding': ca_california_state_income_withholding,
             'ct_connecticut_state_income_withholding': ct_connecticut_state_income_withholding,
+            'de_delaware_state_income_withholding': de_delaware_state_income_withholding,
             'ga_georgia_state_income_withholding': ga_georgia_state_income_withholding,
             'hi_hawaii_state_income_withholding': hi_hawaii_state_income_withholding,
             'id_idaho_state_income_withholding': id_idaho_state_income_withholding,

l10n_us_hr_payroll/models/state/de_delaware.py

@@ -0,0 +1,49 @@
+# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
+
+from .general import _state_applies, sit_wage
+
+
+def de_delaware_state_income_withholding(payslip, categories, worked_days, inputs):
+    """
+    Returns SIT eligible wage and rate.
+
+    :return: result, result_rate (wage, percent)
+    """
+    state_code = 'DE'
+    if not _state_applies(payslip, state_code):
+        return 0.0, 0.0
+
+    # Determine Wage
+    wage = sit_wage(payslip, categories)
+    if not wage:
+        return 0.0, 0.0
+
+    filing_status = payslip.dict.contract_id.us_payroll_config_value('de_w4_sit_filing_status')
+    if not filing_status:
+        return 0.0, 0.0
+
+    pay_periods = payslip.dict.get_pay_periods_in_year()
+    additional = payslip.dict.contract_id.us_payroll_config_value('state_income_tax_additional_withholding')
+    tax_table = payslip.dict.rule_parameter('us_de_sit_tax_rate')
+    personal_exemption = payslip.dict.rule_parameter('us_de_sit_personal_exemption_rate')
+    allowances = payslip.dict.contract_id.us_payroll_config_value('de_w4_sit_dependent')
+    standard_deduction = payslip.dict.rule_parameter('us_de_sit_standard_deduction_rate')
+
+    taxable_income = wage * pay_periods
+    if filing_status == 'single':
+        taxable_income -= standard_deduction
+    else:
+        taxable_income -= standard_deduction * 2
+
+    withholding = 0.0
+    last = 0.0
+    for row in tax_table:
+        if taxable_income <= float(row[0]):
+            withholding = (row[1] + ((row[2] / 100.0) * (taxable_income - last)) - (allowances * personal_exemption))
+            break
+        last = row[0]
+
+    withholding = max(withholding, 0.0)
+    withholding = withholding / pay_periods
+    withholding += additional
+    return wage, -((withholding / wage) * 100.0)

l10n_us_hr_payroll/models/us_payroll_config.py

@@ -85,6 +85,12 @@ class HRContractUSPayrollConfig(models.Model):
         ('f', 'F'),
     ], string='Connecticut CT-W4 Withholding Code', help='CT-W4 1.')
 
+    de_w4_sit_filing_status = fields.Selection([
+        ('single', 'Single or Married filing separately'),
+        ('married', 'Married filing jointly'),
+    ], string='Delaware W-4 Marital Status', help='DE W-4 3.')
+    de_w4_sit_dependent = fields.Integer(string='Delaware W-4 Dependents', help='DE W-4 4.')
+
     ga_g4_sit_filing_status = fields.Selection([
         ('exempt', 'Exempt'),
         ('single', 'Single'),

l10n_us_hr_payroll/tests/__init__.py

@@ -22,6 +22,8 @@ from . import test_us_ca_california_payslip_2020
 from . import test_us_ct_connecticut_payslip_2019
 from . import test_us_ct_connecticut_payslip_2020
 
+from . import test_us_de_delaware_payslip_2020
+
 from . import test_us_fl_florida_payslip_2019
 from . import test_us_fl_florida_payslip_2020
 

l10n_us_hr_payroll/tests/test_us_de_delaware_payslip_2020.py

@@ -0,0 +1,36 @@
+# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
+
+from datetime import date, timedelta
+from .common import TestUsPayslip
+
+
+class TestUsDEPayslip(TestUsPayslip):
+    ###
+    #   2020 Taxes and Rates
+    ###
+    DE_UNEMP_MAX_WAGE = 16500.0
+    DE_UNEMP = 1.50
+    # Calculation based on section 17. https://revenue.delaware.gov/employers-guide-withholding-regulations-employers-duties/
+
+    def _test_sit(self, wage, filing_status, additional_withholding, dependents, schedule_pay,  date_start, expected_withholding):
+        employee = self._createEmployee()
+        contract = self._createContract(employee,
+                                        wage=wage,
+                                        state_id=self.get_us_state('DE'),
+                                        de_w4_sit_filing_status=filing_status,
+                                        state_income_tax_additional_withholding=additional_withholding,
+                                        de_w4_sit_dependent=dependents,
+                                        schedule_pay=schedule_pay)
+        payslip = self._createPayslip(employee, date_start, date_start + timedelta(days=7))
+        payslip.compute_sheet()
+        cats = self._getCategories(payslip)
+
+        self._log('Computed period tax: ' + str(expected_withholding))
+        self.assertPayrollEqual(cats.get('EE_US_SIT', 0.0), -expected_withholding)
+
+    def test_2020_taxes_example(self):
+        self._test_er_suta('DE', self.DE_UNEMP, date(2020, 1, 1), wage_base=self.DE_UNEMP_MAX_WAGE)
+        self._test_sit(480.77, 'single', 0.0, 1.0, 'weekly', date(2020, 1, 1), 13.88)
+        self._test_sit(5000.0, 'single', 0.0, 2.0, 'monthly', date(2020, 1, 1), 211.93)
+        self._test_sit(5000.0, 'single', 10.0, 1.0, 'monthly', date(2020, 1, 1), 231.1)
+        self._test_sit(20000.0, 'married', 0.0, 3.0, 'quarterly', date(2020, 1, 1), 876.0)

l10n_us_hr_payroll/views/us_payroll_config_views.xml

@@ -69,6 +69,12 @@
                             <field name="ca_de4_sit_additional_allowances" string="Additional Allowances 4(c)."/>
                             <field name="state_income_tax_additional_withholding" string="Additional Withholding 2."/>
                         </group>
+                        <group name="state_de_delaware" string="DE Delaware" attrs="{'invisible':[('state_id', '!=', %(base.state_us_8)s)]}">
+                            <p colspan="2"><h3>Form DE W-4 - State Income Tax</h3></p>
+                            <field name="de_w4_sit_filing_status" string="Marital Status 3."/>
+                            <field name="de_w4_sit_dependent" string="Dependents Allowances 4."/>
+                            <field name="state_income_tax_additional_withholding" string="Additional Withholding 5."/>
+                        </group>
                         <group name="state_ct_connecticut" string="CT Connecticut" attrs="{'invisible':[('state_id', '!=', %(base.state_us_7)s)]}">
                             <p colspan="2"><h3>Form CT-W4 - State Income Tax</h3></p>
                             <field name="ct_w4na_sit_code" string="Withholding Code 1."/>