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[REM] l10n_us_hr_payroll_401k: available in professional

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Mayank Patel
2024-09-11 05:48:50 +00:00
parent b5a8ea87eb
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3
l10n_us_hr_payroll_401k/__init__.py
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# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
from . import models

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l10n_us_hr_payroll_401k/__manifest__.py
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# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
{
'name': 'USA - 401K Payroll',
'author': 'Hibou Corp. <hello@hibou.io>',
'version': '15.0.1.0.0',
'category': 'Payroll',
'depends': [
'l10n_us_hr_payroll',
],
'description': """
* Adds fields to HR Contract for amount or percentage to withhold for retirement savings.
* Adds rules to withhold and have a company match.
""",
'data': [
'data/payroll.xml',
'views/contract_views.xml',
'views/payroll_views.xml',
],
'demo': [
],
'auto_install': False,
'license': 'OPL-1',
}

119
l10n_us_hr_payroll_401k/data/payroll.xml
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<?xml version="1.0" encoding="UTF-8" ?>
<odoo>
<!-- Partners and Contribution Registers -->
<record id="res_partner_ira_provider" model="res.partner">
<field name="name">IRA Provider</field>
<field name="supplier_rank">1</field>
</record>
<!-- Rule Parameters -->
<record id="rule_parameter_ee_401k_contribution_limit" model="hr.rule.parameter">
<field name="name">Employee 401K Contribution Limit</field>
<field name="code">ee_401k_contribution_limit</field>
<field name="country_id" ref="base.us"/>
</record>
<record id="rule_parameter_ee_401k_contribution_limit_2020" model="hr.rule.parameter.value">
<field name="parameter_value">19500.0</field>
<field name="rule_parameter_id" ref="rule_parameter_ee_401k_contribution_limit"/>
<field name="date_from" eval="datetime(2020, 1, 1).date()"/>
</record>
<record id="rule_parameter_ee_401k_catchup" model="hr.rule.parameter">
<field name="name">Employee 401K Catch-up</field>
<field name="code">ee_401k_catchup</field>
<field name="country_id" ref="base.us"/>
</record>
<record id="rule_parameter_ee_401k_catchup_2020" model="hr.rule.parameter.value">
<field name="parameter_value">6500.0</field>
<field name="rule_parameter_id" ref="rule_parameter_ee_401k_catchup"/>
<field name="date_from" eval="datetime(2020, 1, 1).date()"/>
</record>
<record id="rule_parameter_er_401k_contribution_limit" model="hr.rule.parameter">
<field name="name">Employer 401K Contribution Limit</field>
<field name="code">er_401k_contribution_limit</field>
<field name="country_id" ref="base.us"/>
</record>
<record id="rule_parameter_er_401k_contribution_limit_2020" model="hr.rule.parameter.value">
<field name="parameter_value">37500.0</field>
<field name="rule_parameter_id" ref="rule_parameter_er_401k_contribution_limit"/>
<field name="date_from" eval="datetime(2020, 1, 1).date()"/>
</record>
<record id="rule_parameter_er_401k_match_percent" model="hr.rule.parameter">
<field name="name">Employer 401K Match (%)</field>
<field name="code">er_401k_match_percent</field>
<field name="country_id" ref="base.us"/>
</record>
<data noupdate="1">
<record id="rule_parameter_er_401k_match_percent_2020" model="hr.rule.parameter.value">
<field name="parameter_value">0.0</field>
<field name="rule_parameter_id" ref="rule_parameter_er_401k_match_percent"/>
<field name="date_from" eval="datetime(2020, 1, 1).date()"/>
</record>
</data>
<!-- Categories -->
<record id="category_ee_401k_traditional" model="hr.salary.rule.category">
<field name="name">EE: 401K Traditional</field>
<field name="code">EE_IRA</field>
<field name="parent_id" ref="l10n_us_hr_payroll.hr_payroll_category_ded_fit_exempt"/>
</record>
<record id="category_ee_401k_roth" model="hr.salary.rule.category">
<field name="name">EE: 401K Roth</field>
<field name="code">EE_IRA_ROTH</field>
<field name="parent_id" ref="hr_payroll.DED"/>
</record>
<!-- It is impossible for only match to meet the limits, but the category exists
and the limits are checked against this category. -->
<record id="category_er_401k" model="hr.salary.rule.category">
<field name="name">ER: 401K Contribution</field>
<field name="code">ER_IRA</field>
<field name="parent_id" ref="hr_payroll.COMP"/>
</record>
<!-- Rules -->
<record id="rule_ee_ira" model="hr.salary.rule">
<field name="sequence" eval="110"/>
<field name="struct_id" ref="l10n_us_hr_payroll.hr_payroll_structure"/>
<field name="category_id" ref="category_ee_401k_traditional"/>
<field name="name">EE: 401K</field>
<field name="code">EE_IRA</field>
<field name="condition_select">python</field>
<field name="condition_python">result = ee_401k(contract.ira_amount, contract.ira_rate, payslip, categories, worked_days, inputs)</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">result = ee_401k(contract.ira_amount, contract.ira_rate, payslip, categories, worked_days, inputs)</field>
<field name="appears_on_payslip" eval="True"/>
<field name="partner_id" ref="res_partner_ira_provider"/>
</record>
<record id="rule_ee_ira_roth" model="hr.salary.rule">
<field name="sequence" eval="196"/>
<field name="struct_id" ref="l10n_us_hr_payroll.hr_payroll_structure"/>
<field name="category_id" ref="category_ee_401k_roth"/>
<field name="name">EE: 401K Roth</field>
<field name="code">EE_IRA_ROTH</field>
<field name="condition_select">python</field>
<field name="condition_python">result = ee_401k(contract.ira_roth_amount, contract.ira_roth_rate, payslip, categories, worked_days, inputs)</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">result = ee_401k(contract.ira_roth_amount, contract.ira_roth_rate, payslip, categories, worked_days, inputs)</field>
<field name="appears_on_payslip" eval="True"/>
<field name="partner_id" ref="res_partner_ira_provider"/>
</record>
<record id="rule_er_ira" model="hr.salary.rule">
<field name="sequence" eval="445"/>
<field name="struct_id" ref="l10n_us_hr_payroll.hr_payroll_structure"/>
<field name="category_id" ref="category_er_401k"/>
<field name="name">ER: 401K Match</field>
<field name="code">ER_IRA_MATCH</field>
<field name="condition_select">python</field>
<field name="condition_python">result = er_401k_match(categories.BASIC, payslip, categories, worked_days, inputs)</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">result = er_401k_match(categories.BASIC, payslip, categories, worked_days, inputs)</field>
<!-- Normally company contributions are not on Payslip, but this is an additional amount -->
<field name="appears_on_payslip" eval="True"/>
<field name="partner_id" ref="res_partner_ira_provider"/>
</record>
</odoo>

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l10n_us_hr_payroll_401k/i18n/es.po
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * l10n_us_hr_payroll_401k
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 15.0+e\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2021-10-12 01:34+0000\n"
"PO-Revision-Date: 2021-10-12 01:34+0000\n"
"Last-Translator: \n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"
#. module: l10n_us_hr_payroll_401k
#: model_terms:ir.ui.view,arch_db:l10n_us_hr_payroll_401k.hr_contract_view_form_inherit
msgid "401K"
msgstr "401K"
#. module: l10n_us_hr_payroll_401k
#: model:ir.model.fields,field_description:l10n_us_hr_payroll_401k.field_hr_contract__ira_rate
msgid "401K Contribution (%)"
msgstr "Contribución (%) de 401K"
#. module: l10n_us_hr_payroll_401k
#: model:ir.model.fields,field_description:l10n_us_hr_payroll_401k.field_hr_contract__ira_amount
msgid "401K Contribution Amount"
msgstr "Monto de Contribución de 401K"
#. module: l10n_us_hr_payroll_401k
#: model:hr.salary.rule,name:l10n_us_hr_payroll_401k.rule_ee_ira
msgid "EE: 401K"
msgstr "EE: 401K"
#. module: l10n_us_hr_payroll_401k
#: model:hr.salary.rule,name:l10n_us_hr_payroll_401k.rule_ee_ira_roth
#: model:hr.salary.rule.category,name:l10n_us_hr_payroll_401k.category_ee_401k_roth
msgid "EE: 401K Roth"
msgstr "EE: 401K Roth"
#. module: l10n_us_hr_payroll_401k
#: model:hr.salary.rule.category,name:l10n_us_hr_payroll_401k.category_ee_401k_traditional
msgid "EE: 401K Traditional"
msgstr "EE: 401K Tradicional"
#. module: l10n_us_hr_payroll_401k
#: model:hr.salary.rule.category,name:l10n_us_hr_payroll_401k.category_er_401k
msgid "ER: 401K Contribution"
msgstr "ER: 401K Contribución"
#. module: l10n_us_hr_payroll_401k
#: model:hr.salary.rule,name:l10n_us_hr_payroll_401k.rule_er_ira
msgid "ER: 401K Match"
msgstr "ER: 401K Aportación Paralela"
#. module: l10n_us_hr_payroll_401k
#: model:ir.model,name:l10n_us_hr_payroll_401k.model_hr_contract
msgid "Employee Contract"
msgstr "Contrato del empleado"
#. module: l10n_us_hr_payroll_401k
#: model:ir.model,name:l10n_us_hr_payroll_401k.model_hr_payslip
msgid "Pay Slip"
msgstr "Recibo de nómina"
#. module: l10n_us_hr_payroll_401k
#: model:ir.model.fields,help:l10n_us_hr_payroll_401k.field_hr_contract__ira_roth_amount
msgid "Post-Tax Contribution Amount"
msgstr "Monto de contribución tras impuestos"
#. module: l10n_us_hr_payroll_401k
#: model:ir.model.fields,help:l10n_us_hr_payroll_401k.field_hr_contract__ira_roth_rate
msgid "Post-Tax Contribution Percentage"
msgstr "Porcentaje de contribución tras impuestos"
#. module: l10n_us_hr_payroll_401k
#: model:ir.model.fields,help:l10n_us_hr_payroll_401k.field_hr_contract__ira_amount
msgid "Pre-Tax (traditional) Contribution Amount"
msgstr "Monto de contribución pre impuestos (tradicional)"
#. module: l10n_us_hr_payroll_401k
#: model:ir.model.fields,help:l10n_us_hr_payroll_401k.field_hr_contract__ira_rate
msgid "Pre-Tax (traditional) Contribution Percentage"
msgstr "Porcentaje de contribución pre impuestos (Tradicional)"
#. module: l10n_us_hr_payroll_401k
#: model:ir.model.fields,field_description:l10n_us_hr_payroll_401k.field_hr_contract__ira_roth_rate
msgid "Roth 401K Contribution (%)"
msgstr "Contribución (%) de Roth 401K"
#. module: l10n_us_hr_payroll_401k
#: model:ir.model.fields,field_description:l10n_us_hr_payroll_401k.field_hr_contract__ira_roth_amount
msgid "Roth 401K Contribution Amount"
msgstr "Monto de Contribución de Roth 401K"
#. module: l10n_us_hr_payroll_401k
#: model_terms:ir.ui.view,arch_db:l10n_us_hr_payroll_401k.hr_rule_parameter_view_search_inherit
msgid "US Payroll 401k"
msgstr "Nómina de EE.UU 401K"

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l10n_us_hr_payroll_401k/migrations/13.0.0.0.1/pre-migration.py
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# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
import odoo
def migrate(cr, version):
"""
Salary Rules can be archived by Odoo S.A. during migration.
This leaves them archived after the migration, and even un-archiving them
is not enough because they will then be pointed to a "migrated" structure.
"""
env = odoo.api.Environment(cr, odoo.SUPERUSER_ID, {})
xml_refs = env['ir.model.data'].search([
('module', '=', 'l10n_us_hr_payroll_401k'),
('model', '=', 'hr.salary.rule'),
])
# I don't know why Odoo makes these non-updatable...
xml_refs.write({'noupdate': False})
rule_ids = xml_refs.mapped('res_id')
rules = env['hr.salary.rule'].browse(rule_ids)
rules.write({'active': True})

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l10n_us_hr_payroll_401k/models/__init__.py
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# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
from . import contract
from . import payslip
from . import update

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l10n_us_hr_payroll_401k/models/contract.py
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# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
from odoo import fields, models
class HRContract(models.Model):
_inherit = 'hr.contract'
ira_amount = fields.Float(string="401K Contribution Amount",
help="Pre-Tax (traditional) Contribution Amount")
ira_rate = fields.Float(string="401K Contribution (%)",
help="Pre-Tax (traditional) Contribution Percentage")
ira_roth_amount = fields.Float(string="Roth 401K Contribution Amount",
help="Post-Tax Contribution Amount")
ira_roth_rate = fields.Float(string="Roth 401K Contribution (%)",
help="Post-Tax Contribution Percentage")
def company_401k_match_percent(self, payslip):
# payslip is payslip rule's current payslip browse object
# Override if you have employee, payslip, or contract differences.
return payslip.rule_parameter('er_401k_match_percent')

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l10n_us_hr_payroll_401k/models/payslip.py
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# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
from datetime import date
from odoo import fields, models
def ee_401k(amount, rate, payslip, categories, worked_days, inputs):
MAX = payslip.rule_parameter('ee_401k_contribution_limit')
if payslip.dict.ira_period_age() >= 50:
MAX += payslip.rule_parameter('ee_401k_catchup')
wages = categories.BASIC
year = payslip.date_to.year
next_year = str(year + 1)
from_ = str(year) + '-01-01'
to = next_year + '-01-01'
ytd = payslip.sum_category('EE_IRA', from_, to)
ytd += payslip.sum_category('EE_IRA_ROTH', from_, to)
remaining = MAX + ytd
if remaining <= 0.0:
result = 0
else:
result = -amount
result -= (wages * rate) / 100.0
if remaining + result <= 0.0:
result = -remaining
return result
def er_401k_match(wages, payslip, categories, worked_days, inputs):
MAX = payslip.rule_parameter('er_401k_contribution_limit')
employee_contrib = -(categories.EE_IRA + categories.EE_IRA_ROTH)
year = payslip.date_to.year
next_year = str(year + 1)
from_ = str(year) + '-01-01'
to = next_year + '-01-01'
ytd = payslip.sum_category('ER_IRA', from_, to)
rate = payslip.contract_id.company_401k_match_percent(payslip)
wages_match = (wages * rate) / 100.0
if employee_contrib <= wages_match:
result = employee_contrib
else:
result = wages_match
remaining = MAX - ytd
if remaining <= 0.0:
result = 0
else:
if remaining - result < 0.0:
result = remaining
return -result
class HRPayslip(models.Model):
_inherit = 'hr.payslip'
def _age_on_date(self, birthday, cutoff):
if isinstance(cutoff, str):
try:
cutoff = fields.Date.from_string(cutoff)
except:
cutoff = None
if cutoff is None:
# Dec. 31st in calendar year
cutoff = date(self.date_to.year, 12, 31)
if not birthday:
return -1
years = cutoff.year - birthday.year
if birthday.month > cutoff.month or (birthday.month == cutoff.month and birthday.day > cutoff.day):
years -= 1
return years
def ira_period_age(self, cutoff=None):
birthday = self.employee_id.birthday
return self._age_on_date(birthday, cutoff)
def _get_base_local_dict(self):
res = super()._get_base_local_dict()
res.update({
'ee_401k': ee_401k,
'er_401k_match': er_401k_match,
})
return res

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l10n_us_hr_payroll_401k/models/update.py
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# 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

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l10n_us_hr_payroll_401k/tests/__init__.py
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# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
# Moved to l10n_us_hr_payroll_401k_params

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l10n_us_hr_payroll_401k/views/contract_views.xml
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<?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>

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l10n_us_hr_payroll_401k/views/payroll_views.xml
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<?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>