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[REM] l10n_us_hr_payroll_401k: available in professional
H14528
This commit is contained in:
Mayank Patel
@@ -1,3 +0,0 @@
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# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
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from . import models
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@@ -1,25 +0,0 @@
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# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
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{
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'name': 'USA - 401K Payroll',
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'author': 'Hibou Corp. <hello@hibou.io>',
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'version': '15.0.1.0.0',
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'category': 'Payroll',
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'depends': [
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'l10n_us_hr_payroll',
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],
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'description': """
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* Adds fields to HR Contract for amount or percentage to withhold for retirement savings.
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* Adds rules to withhold and have a company match.
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""",
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'data': [
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'data/payroll.xml',
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'views/contract_views.xml',
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'views/payroll_views.xml',
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],
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'demo': [
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],
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'auto_install': False,
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'license': 'OPL-1',
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}
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@@ -1,119 +0,0 @@
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<?xml version="1.0" encoding="UTF-8" ?>
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<odoo>
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<!-- Partners and Contribution Registers -->
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<record id="res_partner_ira_provider" model="res.partner">
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<field name="name">IRA Provider</field>
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<field name="supplier_rank">1</field>
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</record>
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<!-- Rule Parameters -->
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<record id="rule_parameter_ee_401k_contribution_limit" model="hr.rule.parameter">
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<field name="name">Employee 401K Contribution Limit</field>
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<field name="code">ee_401k_contribution_limit</field>
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<field name="country_id" ref="base.us"/>
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</record>
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<record id="rule_parameter_ee_401k_contribution_limit_2020" model="hr.rule.parameter.value">
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<field name="parameter_value">19500.0</field>
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<field name="rule_parameter_id" ref="rule_parameter_ee_401k_contribution_limit"/>
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<field name="date_from" eval="datetime(2020, 1, 1).date()"/>
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</record>
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<record id="rule_parameter_ee_401k_catchup" model="hr.rule.parameter">
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<field name="name">Employee 401K Catch-up</field>
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<field name="code">ee_401k_catchup</field>
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<field name="country_id" ref="base.us"/>
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</record>
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<record id="rule_parameter_ee_401k_catchup_2020" model="hr.rule.parameter.value">
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<field name="parameter_value">6500.0</field>
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<field name="rule_parameter_id" ref="rule_parameter_ee_401k_catchup"/>
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<field name="date_from" eval="datetime(2020, 1, 1).date()"/>
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</record>
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<record id="rule_parameter_er_401k_contribution_limit" model="hr.rule.parameter">
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<field name="name">Employer 401K Contribution Limit</field>
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<field name="code">er_401k_contribution_limit</field>
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<field name="country_id" ref="base.us"/>
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</record>
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<record id="rule_parameter_er_401k_contribution_limit_2020" model="hr.rule.parameter.value">
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<field name="parameter_value">37500.0</field>
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<field name="rule_parameter_id" ref="rule_parameter_er_401k_contribution_limit"/>
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<field name="date_from" eval="datetime(2020, 1, 1).date()"/>
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</record>
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<record id="rule_parameter_er_401k_match_percent" model="hr.rule.parameter">
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<field name="name">Employer 401K Match (%)</field>
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<field name="code">er_401k_match_percent</field>
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<field name="country_id" ref="base.us"/>
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</record>
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<data noupdate="1">
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<record id="rule_parameter_er_401k_match_percent_2020" model="hr.rule.parameter.value">
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<field name="parameter_value">0.0</field>
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<field name="rule_parameter_id" ref="rule_parameter_er_401k_match_percent"/>
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<field name="date_from" eval="datetime(2020, 1, 1).date()"/>
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</record>
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</data>
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<!-- Categories -->
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<record id="category_ee_401k_traditional" model="hr.salary.rule.category">
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<field name="name">EE: 401K Traditional</field>
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<field name="code">EE_IRA</field>
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<field name="parent_id" ref="l10n_us_hr_payroll.hr_payroll_category_ded_fit_exempt"/>
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</record>
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<record id="category_ee_401k_roth" model="hr.salary.rule.category">
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<field name="name">EE: 401K Roth</field>
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<field name="code">EE_IRA_ROTH</field>
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<field name="parent_id" ref="hr_payroll.DED"/>
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</record>
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<!-- It is impossible for only match to meet the limits, but the category exists
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and the limits are checked against this category. -->
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<record id="category_er_401k" model="hr.salary.rule.category">
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<field name="name">ER: 401K Contribution</field>
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<field name="code">ER_IRA</field>
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<field name="parent_id" ref="hr_payroll.COMP"/>
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</record>
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<!-- Rules -->
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<record id="rule_ee_ira" model="hr.salary.rule">
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<field name="sequence" eval="110"/>
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<field name="struct_id" ref="l10n_us_hr_payroll.hr_payroll_structure"/>
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<field name="category_id" ref="category_ee_401k_traditional"/>
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<field name="name">EE: 401K</field>
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<field name="code">EE_IRA</field>
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<field name="condition_select">python</field>
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<field name="condition_python">result = ee_401k(contract.ira_amount, contract.ira_rate, payslip, categories, worked_days, inputs)</field>
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<field name="amount_select">code</field>
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<field name="amount_python_compute">result = ee_401k(contract.ira_amount, contract.ira_rate, payslip, categories, worked_days, inputs)</field>
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<field name="appears_on_payslip" eval="True"/>
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<field name="partner_id" ref="res_partner_ira_provider"/>
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</record>
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<record id="rule_ee_ira_roth" model="hr.salary.rule">
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<field name="sequence" eval="196"/>
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<field name="struct_id" ref="l10n_us_hr_payroll.hr_payroll_structure"/>
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<field name="category_id" ref="category_ee_401k_roth"/>
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<field name="name">EE: 401K Roth</field>
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<field name="code">EE_IRA_ROTH</field>
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<field name="condition_select">python</field>
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<field name="condition_python">result = ee_401k(contract.ira_roth_amount, contract.ira_roth_rate, payslip, categories, worked_days, inputs)</field>
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<field name="amount_select">code</field>
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<field name="amount_python_compute">result = ee_401k(contract.ira_roth_amount, contract.ira_roth_rate, payslip, categories, worked_days, inputs)</field>
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<field name="appears_on_payslip" eval="True"/>
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<field name="partner_id" ref="res_partner_ira_provider"/>
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</record>
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<record id="rule_er_ira" model="hr.salary.rule">
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<field name="sequence" eval="445"/>
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<field name="struct_id" ref="l10n_us_hr_payroll.hr_payroll_structure"/>
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<field name="category_id" ref="category_er_401k"/>
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<field name="name">ER: 401K Match</field>
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<field name="code">ER_IRA_MATCH</field>
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<field name="condition_select">python</field>
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<field name="condition_python">result = er_401k_match(categories.BASIC, payslip, categories, worked_days, inputs)</field>
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<field name="amount_select">code</field>
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<field name="amount_python_compute">result = er_401k_match(categories.BASIC, payslip, categories, worked_days, inputs)</field>
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<!-- Normally company contributions are not on Payslip, but this is an additional amount -->
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<field name="appears_on_payslip" eval="True"/>
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<field name="partner_id" ref="res_partner_ira_provider"/>
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</record>
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</odoo>
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@@ -1,102 +0,0 @@
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# Translation of Odoo Server.
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# This file contains the translation of the following modules:
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# * l10n_us_hr_payroll_401k
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#
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo Server 15.0+e\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2021-10-12 01:34+0000\n"
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"PO-Revision-Date: 2021-10-12 01:34+0000\n"
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"Last-Translator: \n"
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"Language-Team: \n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: \n"
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"Plural-Forms: \n"
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#. module: l10n_us_hr_payroll_401k
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#: model_terms:ir.ui.view,arch_db:l10n_us_hr_payroll_401k.hr_contract_view_form_inherit
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msgid "401K"
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msgstr "401K"
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#. module: l10n_us_hr_payroll_401k
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#: model:ir.model.fields,field_description:l10n_us_hr_payroll_401k.field_hr_contract__ira_rate
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msgid "401K Contribution (%)"
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msgstr "Contribución (%) de 401K"
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#. module: l10n_us_hr_payroll_401k
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#: model:ir.model.fields,field_description:l10n_us_hr_payroll_401k.field_hr_contract__ira_amount
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msgid "401K Contribution Amount"
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msgstr "Monto de Contribución de 401K"
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#. module: l10n_us_hr_payroll_401k
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#: model:hr.salary.rule,name:l10n_us_hr_payroll_401k.rule_ee_ira
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msgid "EE: 401K"
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msgstr "EE: 401K"
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#. module: l10n_us_hr_payroll_401k
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#: model:hr.salary.rule,name:l10n_us_hr_payroll_401k.rule_ee_ira_roth
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#: model:hr.salary.rule.category,name:l10n_us_hr_payroll_401k.category_ee_401k_roth
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msgid "EE: 401K Roth"
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msgstr "EE: 401K Roth"
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#. module: l10n_us_hr_payroll_401k
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#: model:hr.salary.rule.category,name:l10n_us_hr_payroll_401k.category_ee_401k_traditional
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msgid "EE: 401K Traditional"
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msgstr "EE: 401K Tradicional"
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#. module: l10n_us_hr_payroll_401k
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#: model:hr.salary.rule.category,name:l10n_us_hr_payroll_401k.category_er_401k
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msgid "ER: 401K Contribution"
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msgstr "ER: 401K Contribución"
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#. module: l10n_us_hr_payroll_401k
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#: model:hr.salary.rule,name:l10n_us_hr_payroll_401k.rule_er_ira
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msgid "ER: 401K Match"
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msgstr "ER: 401K Aportación Paralela"
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#. module: l10n_us_hr_payroll_401k
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#: model:ir.model,name:l10n_us_hr_payroll_401k.model_hr_contract
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msgid "Employee Contract"
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msgstr "Contrato del empleado"
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#. module: l10n_us_hr_payroll_401k
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#: model:ir.model,name:l10n_us_hr_payroll_401k.model_hr_payslip
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msgid "Pay Slip"
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msgstr "Recibo de nómina"
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#. module: l10n_us_hr_payroll_401k
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#: model:ir.model.fields,help:l10n_us_hr_payroll_401k.field_hr_contract__ira_roth_amount
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msgid "Post-Tax Contribution Amount"
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msgstr "Monto de contribución tras impuestos"
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#. module: l10n_us_hr_payroll_401k
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#: model:ir.model.fields,help:l10n_us_hr_payroll_401k.field_hr_contract__ira_roth_rate
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msgid "Post-Tax Contribution Percentage"
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msgstr "Porcentaje de contribución tras impuestos"
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#. module: l10n_us_hr_payroll_401k
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#: model:ir.model.fields,help:l10n_us_hr_payroll_401k.field_hr_contract__ira_amount
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msgid "Pre-Tax (traditional) Contribution Amount"
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msgstr "Monto de contribución pre impuestos (tradicional)"
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#. module: l10n_us_hr_payroll_401k
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#: model:ir.model.fields,help:l10n_us_hr_payroll_401k.field_hr_contract__ira_rate
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msgid "Pre-Tax (traditional) Contribution Percentage"
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msgstr "Porcentaje de contribución pre impuestos (Tradicional)"
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#. module: l10n_us_hr_payroll_401k
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#: model:ir.model.fields,field_description:l10n_us_hr_payroll_401k.field_hr_contract__ira_roth_rate
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msgid "Roth 401K Contribution (%)"
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msgstr "Contribución (%) de Roth 401K"
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#. module: l10n_us_hr_payroll_401k
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#: model:ir.model.fields,field_description:l10n_us_hr_payroll_401k.field_hr_contract__ira_roth_amount
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msgid "Roth 401K Contribution Amount"
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msgstr "Monto de Contribución de Roth 401K"
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#. module: l10n_us_hr_payroll_401k
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#: model_terms:ir.ui.view,arch_db:l10n_us_hr_payroll_401k.hr_rule_parameter_view_search_inherit
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msgid "US Payroll 401k"
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msgstr "Nómina de EE.UU 401K"
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@@ -1,22 +0,0 @@
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# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
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import odoo
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def migrate(cr, version):
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"""
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Salary Rules can be archived by Odoo S.A. during migration.
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This leaves them archived after the migration, and even un-archiving them
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is not enough because they will then be pointed to a "migrated" structure.
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"""
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env = odoo.api.Environment(cr, odoo.SUPERUSER_ID, {})
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xml_refs = env['ir.model.data'].search([
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('module', '=', 'l10n_us_hr_payroll_401k'),
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('model', '=', 'hr.salary.rule'),
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])
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# I don't know why Odoo makes these non-updatable...
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xml_refs.write({'noupdate': False})
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rule_ids = xml_refs.mapped('res_id')
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rules = env['hr.salary.rule'].browse(rule_ids)
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rules.write({'active': True})
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@@ -1,5 +0,0 @@
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# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
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from . import contract
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from . import payslip
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from . import update
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@@ -1,21 +0,0 @@
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# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
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from odoo import fields, models
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class HRContract(models.Model):
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_inherit = 'hr.contract'
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ira_amount = fields.Float(string="401K Contribution Amount",
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help="Pre-Tax (traditional) Contribution Amount")
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ira_rate = fields.Float(string="401K Contribution (%)",
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help="Pre-Tax (traditional) Contribution Percentage")
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ira_roth_amount = fields.Float(string="Roth 401K Contribution Amount",
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help="Post-Tax Contribution Amount")
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ira_roth_rate = fields.Float(string="Roth 401K Contribution (%)",
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help="Post-Tax Contribution Percentage")
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def company_401k_match_percent(self, payslip):
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# payslip is payslip rule's current payslip browse object
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# Override if you have employee, payslip, or contract differences.
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return payslip.rule_parameter('er_401k_match_percent')
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@@ -1,83 +0,0 @@
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# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
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from datetime import date
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from odoo import fields, models
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def ee_401k(amount, rate, payslip, categories, worked_days, inputs):
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MAX = payslip.rule_parameter('ee_401k_contribution_limit')
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if payslip.dict.ira_period_age() >= 50:
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MAX += payslip.rule_parameter('ee_401k_catchup')
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wages = categories.BASIC
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year = payslip.date_to.year
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next_year = str(year + 1)
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from_ = str(year) + '-01-01'
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to = next_year + '-01-01'
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ytd = payslip.sum_category('EE_IRA', from_, to)
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ytd += payslip.sum_category('EE_IRA_ROTH', from_, to)
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remaining = MAX + ytd
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if remaining <= 0.0:
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result = 0
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else:
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result = -amount
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result -= (wages * rate) / 100.0
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if remaining + result <= 0.0:
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result = -remaining
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return result
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def er_401k_match(wages, payslip, categories, worked_days, inputs):
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MAX = payslip.rule_parameter('er_401k_contribution_limit')
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employee_contrib = -(categories.EE_IRA + categories.EE_IRA_ROTH)
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year = payslip.date_to.year
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next_year = str(year + 1)
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from_ = str(year) + '-01-01'
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to = next_year + '-01-01'
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ytd = payslip.sum_category('ER_IRA', from_, to)
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rate = payslip.contract_id.company_401k_match_percent(payslip)
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wages_match = (wages * rate) / 100.0
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if employee_contrib <= wages_match:
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result = employee_contrib
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else:
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result = wages_match
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remaining = MAX - ytd
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if remaining <= 0.0:
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result = 0
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else:
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if remaining - result < 0.0:
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result = remaining
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return -result
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class HRPayslip(models.Model):
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_inherit = 'hr.payslip'
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def _age_on_date(self, birthday, cutoff):
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if isinstance(cutoff, str):
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try:
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cutoff = fields.Date.from_string(cutoff)
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except:
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cutoff = None
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if cutoff is None:
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# Dec. 31st in calendar year
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cutoff = date(self.date_to.year, 12, 31)
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if not birthday:
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return -1
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years = cutoff.year - birthday.year
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if birthday.month > cutoff.month or (birthday.month == cutoff.month and birthday.day > cutoff.day):
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years -= 1
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return years
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def ira_period_age(self, cutoff=None):
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birthday = self.employee_id.birthday
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return self._age_on_date(birthday, cutoff)
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def _get_base_local_dict(self):
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res = super()._get_base_local_dict()
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res.update({
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'ee_401k': ee_401k,
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'er_401k_match': er_401k_match,
|
||||
})
|
||||
return res
|
||||
@@ -1,13 +0,0 @@
|
||||
# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
|
||||
|
||||
from odoo import api, models
|
||||
|
||||
|
||||
class PublisherWarrantyContract(models.AbstractModel):
|
||||
_inherit = 'publisher_warranty.contract'
|
||||
|
||||
@api.model
|
||||
def hibou_payroll_modules_to_update(self):
|
||||
res = super().hibou_payroll_modules_to_update()
|
||||
res.append('l10n_us_hr_payroll_401k')
|
||||
return res
|
||||
@@ -1,3 +0,0 @@
|
||||
# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
|
||||
|
||||
# Moved to l10n_us_hr_payroll_401k_params
|
||||
@@ -1,20 +0,0 @@
|
||||
<?xml version="1.0" encoding="UTF-8" ?>
|
||||
<odoo>
|
||||
|
||||
<record id="hr_contract_view_form_inherit" model="ir.ui.view">
|
||||
<field name="name">hr.contract.form.inherit</field>
|
||||
<field name="model">hr.contract</field>
|
||||
<field name="inherit_id" ref="hr_contract.hr_contract_view_form"/>
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr="//group[@name='salary_info']" position="after">
|
||||
<group name="usa_advantages_401k" string="401K">
|
||||
<field name="ira_amount"/>
|
||||
<field name="ira_rate"/>
|
||||
<field name="ira_roth_amount"/>
|
||||
<field name="ira_roth_rate"/>
|
||||
</group>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
</odoo>
|
||||
@@ -1,17 +0,0 @@
|
||||
<?xml version="1.0" encoding="UTF-8" ?>
|
||||
<odoo>
|
||||
|
||||
<record id="hr_rule_parameter_view_search_inherit" model="ir.ui.view">
|
||||
<field name="name">hr.rule.parameter.search.inherit</field>
|
||||
<field name="model">hr.rule.parameter</field>
|
||||
<field name="inherit_id" ref="hr_payroll.hr_rule_parameter_view_search"/>
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr="//search" position="inside">
|
||||
<filter name="us_payroll_401k"
|
||||
domain="[('code', 'ilike', '401k')]"
|
||||
string="US Payroll 401k"/>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
</odoo>
|
||||
Reference in New Issue
Block a user