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[IMP] l10n_ca_hr_payroll: added working test and calculation for CPP and EI exempt case Federal

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This commit is contained in:
Jared Kipe
2021-05-26 14:38:19 -07:00
parent 6d9c12f913
commit 60af084658
19 changed files with 644 additions and 504 deletions
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2
l10n_ca_hr_payroll/__init__.py
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@@ -1,3 +1,5 @@
# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
from . import models
def _post_install_hook(cr, registry):

8
l10n_ca_hr_payroll/__manifest__.py
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@@ -3,24 +3,24 @@
{
'name': 'Canada - Payroll',
'author': 'Hibou Corp. <hello@hibou.io>',
'version': '14.0.2020.0.0',
'version': '14.0.2021.0.0',
'category': 'Payroll Localization',
'depends': [
'hr_payroll_hibou',
],
'description': """
Canada - Payroll Rules.
=========================================
=======================
""",
'data': [
'security/ir.model.access.csv',
'data/base.xml',
'data/federal.xml',
'data/ca_cpp.xml',
'security/ir.model.access.csv',
# 'views/hr_contract_views.xml',
# 'views/us_payroll_config_views.xml',
# 'views/ca_payroll_config_views.xml',
],
'demo': [
],

189
l10n_ca_hr_payroll/data/base.xml
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@@ -20,120 +20,125 @@
<field name="default_struct_id" ref="hr_ca_payroll_structure"/>
</record>
<!-- Categories -->
<!-- Included in Gross Remuneration -->
<record id="hr_payroll_category_basic_ca_salary" model="hr.salary.rule.category">
<field name="name">Wages: Salary</field>
<field name="code">SALARY</field>
<field name="parent_id" ref="hr_payroll.BASIC"/>
</record>
<!-- <record id="hr_payroll_category_basic_ca_salary" model="hr.salary.rule.category">-->
<!-- <field name="name">Wages: Salary</field>-->
<!-- <field name="code">SALARY</field>-->
<!-- <field name="parent_id" ref="hr_payroll.BASIC"/>-->
<!-- </record>-->
<record id="hr_payroll_category_basic_ca_overtime" model="hr.salary.rule.category">
<field name="name">Wages: Overtime</field>
<field name="code">OVERTIME</field>
<field name="parent_id" ref="hr_payroll.BASIC"/>
</record>
<!-- <record id="hr_payroll_category_basic_ca_overtime" model="hr.salary.rule.category">-->
<!-- <field name="name">Wages: Overtime</field>-->
<!-- <field name="code">OVERTIME</field>-->
<!-- <field name="parent_id" ref="hr_payroll.BASIC"/>-->
<!-- </record>-->
<record id="hr_payroll_category_basic_ca_pension_income" model="hr.salary.rule.category">
<field name="name">Wages: Pension Income</field>
<field name="code">PENSION</field>
<field name="parent_id" ref="hr_payroll.BASIC"/>
</record>
<!-- <record id="hr_payroll_category_basic_ca_pension_income" model="hr.salary.rule.category">-->
<!-- <field name="name">Wages: Pension Income</field>-->
<!-- <field name="code">PENSION</field>-->
<!-- <field name="parent_id" ref="hr_payroll.BASIC"/>-->
<!-- </record>-->
<record id="hr_payroll_category_basic_ca_taxable_benefits" model="hr.salary.rule.category">
<field name="name">Wages: Taxable Benefits</field>
<field name="code">TAXED_BENEFITS</field>
<field name="parent_id" ref="hr_payroll.BASIC"/>
</record>
<!-- <record id="hr_payroll_category_basic_ca_taxable_benefits" model="hr.salary.rule.category">-->
<!-- <field name="name">Wages: Taxable Benefits</field>-->
<!-- <field name="code">TAXED_BENEFITS</field>-->
<!-- <field name="parent_id" ref="hr_payroll.BASIC"/>-->
<!-- </record>-->
<!-- Excluded from Gross Remuneration-->
<record id="hr_payroll_category_alw_ca_bonus" model="hr.salary.rule.category">
<field name="name">Wages: Bonus</field>
<field name="code">BONUS</field>
<field name="parent_id" ref="hr_payroll.ALW"/>
</record>
<!-- &lt;!&ndash; Excluded from Gross Remuneration&ndash;&gt;-->
<!-- <record id="hr_payroll_category_alw_ca_bonus" model="hr.salary.rule.category">-->
<!-- <field name="name">Wages: Bonus</field>-->
<!-- <field name="code">BONUS</field>-->
<!-- <field name="parent_id" ref="hr_payroll.ALW"/>-->
<!-- </record>-->
<record id="hr_payroll_category_alw_ca_retro_pay_increase" model="hr.salary.rule.category">
<field name="name">Wages: Retroactive Pay Increase</field>
<field name="code">RETRO_PAY</field>
<field name="parent_id" ref="hr_payroll.ALW"/>
</record>
<!-- <record id="hr_payroll_category_alw_ca_retro_pay_increase" model="hr.salary.rule.category">-->
<!-- <field name="name">Wages: Retroactive Pay Increase</field>-->
<!-- <field name="code">RETRO_PAY</field>-->
<!-- <field name="parent_id" ref="hr_payroll.ALW"/>-->
<!-- </record>-->
<record id="hr_payroll_category_alw_ca_nonperiodic_payment" model="hr.salary.rule.category">
<field name="name">Wages: Non-Periodic Payments</field>
<field name="code">NON-PERIOD</field>
<field name="parent_id" ref="hr_payroll.ALW"/>
</record>
<!-- <record id="hr_payroll_category_alw_ca_nonperiodic_payment" model="hr.salary.rule.category">-->
<!-- <field name="name">Wages: Non-Periodic Payments</field>-->
<!-- <field name="code">NON-PERIOD</field>-->
<!-- <field name="parent_id" ref="hr_payroll.ALW"/>-->
<!-- </record>-->
<!-- Employee Contributed Deductions -->
<record id="hr_payroll_category_ded_ca_rpp" model="hr.salary.rule.category">
<field name="name">Deduction: Registerd Pension Plan</field>
<field name="code">DED_RPP</field>
<field name="parent_id" ref="hr_payroll.DED"/>
</record>
<!-- &lt;!&ndash; Employee Contributed Deductions &ndash;&gt;-->
<!-- <record id="hr_payroll_category_ded_ca_rpp" model="hr.salary.rule.category">-->
<!-- <field name="name">Deduction: Registerd Pension Plan</field>-->
<!-- <field name="code">DED_RPP</field>-->
<!-- <field name="parent_id" ref="hr_payroll.DED"/>-->
<!-- </record>-->
<record id="hr_payroll_category_ded_ca_rrsp" model="hr.salary.rule.category">
<field name="name">Deduction: Registerd Retirement Savings Plan</field>
<field name="code">DED_RRSP</field>
<field name="parent_id" ref="hr_payroll.DED"/>
</record>
<!-- <record id="hr_payroll_category_ded_ca_rrsp" model="hr.salary.rule.category">-->
<!-- <field name="name">Deduction: Registerd Retirement Savings Plan</field>-->
<!-- <field name="code">DED_RRSP</field>-->
<!-- <field name="parent_id" ref="hr_payroll.DED"/>-->
<!-- </record>-->
<record id="hr_payroll_category_ded_ca_prpp" model="hr.salary.rule.category">
<field name="name">Deduction: Pooled Registered Pension Plan</field>
<field name="code">DED_RPP</field>
<field name="parent_id" ref="hr_payroll.DED"/>
</record>
<!-- <record id="hr_payroll_category_ded_ca_prpp" model="hr.salary.rule.category">-->
<!-- <field name="name">Deduction: Pooled Registered Pension Plan</field>-->
<!-- <field name="code">DED_RPP</field>-->
<!-- <field name="parent_id" ref="hr_payroll.DED"/>-->
<!-- </record>-->
<record id="hr_payroll_category_ded_ca_rca" model="hr.salary.rule.category">
<field name="name">Deduction: Retirement Compensation Arrangement</field>
<field name="code">DED_RCA</field>
<field name="parent_id" ref="hr_payroll.DED"/>
</record>
<!-- <record id="hr_payroll_category_ded_ca_rca" model="hr.salary.rule.category">-->
<!-- <field name="name">Deduction: Retirement Compensation Arrangement</field>-->
<!-- <field name="code">DED_RCA</field>-->
<!-- <field name="parent_id" ref="hr_payroll.DED"/>-->
<!-- </record>-->
<record id="hr_payroll_category_ded_ca_alimony_pre_1997" model="hr.salary.rule.category">
<field name="name">Deduction: Alimony Before May 5th, 1997</field>
<field name="code">DED_ALIMONY_PRE_1997</field>
<field name="parent_id" ref="hr_payroll.DED"/>
</record>
<!-- <record id="hr_payroll_category_ded_ca_alimony_pre_1997" model="hr.salary.rule.category">-->
<!-- <field name="name">Deduction: Alimony Before May 5th, 1997</field>-->
<!-- <field name="code">DED_ALIMONY_PRE_1997</field>-->
<!-- <field name="parent_id" ref="hr_payroll.DED"/>-->
<!-- </record>-->
<record id="hr_payroll_category_ded_ca_maintenance_pre_1997" model="hr.salary.rule.category">
<field name="name">Deduction: Maintenance Before May 5th, 1997</field>
<field name="code">DED_ALIMONY_PRE_1997</field>
<field name="parent_id" ref="hr_payroll.DED"/>
</record>
<!-- <record id="hr_payroll_category_ded_ca_maintenance_pre_1997" model="hr.salary.rule.category">-->
<!-- <field name="name">Deduction: Maintenance Before May 5th, 1997</field>-->
<!-- <field name="code">DED_ALIMONY_PRE_1997</field>-->
<!-- <field name="parent_id" ref="hr_payroll.DED"/>-->
<!-- </record>-->
<record id="hr_payroll_category_ded_ca_union_dues" model="hr.salary.rule.category">
<field name="name">Deduction: Union Dues</field>
<field name="code">DED_UNION_DUES</field>
<field name="parent_id" ref="hr_payroll.DED"/>
</record>
<!-- <record id="hr_payroll_category_ded_ca_union_dues" model="hr.salary.rule.category">-->
<!-- <field name="name">Deduction: Union Dues</field>-->
<!-- <field name="code">DED_UNION_DUES</field>-->
<!-- <field name="parent_id" ref="hr_payroll.DED"/>-->
<!-- </record>-->
<record id="hr_payroll_category_ded_ca_prescribed_zone" model="hr.salary.rule.category">
<field name="name">Deduction: Living In Prescribed Zone</field>
<field name="code">DED_PRESCRIBED_ZONE</field>
<field name="parent_id" ref="hr_payroll.DED"/>
</record>
<!-- <record id="hr_payroll_category_ded_ca_prescribed_zone" model="hr.salary.rule.category">-->
<!-- <field name="name">Deduction: Living In Prescribed Zone</field>-->
<!-- <field name="code">DED_PRESCRIBED_ZONE</field>-->
<!-- <field name="parent_id" ref="hr_payroll.DED"/>-->
<!-- </record>-->
<record id="hr_payroll_category_ded_ca_employee_requested" model="hr.salary.rule.category">
<field name="name">Deduction: Employee Requested</field>
<field name="code">DED_EMPLOYEE_REQUESTED</field>
<field name="parent_id" ref="hr_payroll.DED"/>
</record>
<!-- <record id="hr_payroll_category_ded_ca_employee_requested" model="hr.salary.rule.category">-->
<!-- <field name="name">Deduction: Employee Requested</field>-->
<!-- <field name="code">DED_EMPLOYEE_REQUESTED</field>-->
<!-- <field name="parent_id" ref="hr_payroll.DED"/>-->
<!-- </record>-->
<record id="hr_payroll_category_ded_ca_td1" model="hr.salary.rule.category">
<field name="name">Deduction: TD1 Deductions</field>
<field name="code">DED_TD1</field>
<field name="parent_id" ref="hr_payroll.DED"/>
</record>
<!-- <record id="hr_payroll_category_ded_ca_td1" model="hr.salary.rule.category">-->
<!-- <field name="name">Deduction: TD1 Deductions</field>-->
<!-- <field name="code">DED_TD1</field>-->
<!-- <field name="parent_id" ref="hr_payroll.DED"/>-->
<!-- </record>-->
<record id="hr_payroll_category_ded_ca_td1" model="hr.salary.rule.category">
<field name="name">Deduction: TD1 Deductions</field>
<field name="code">DED_TD1</field>
<field name="parent_id" ref="hr_payroll.DED"/>
</record>
<!-- <record id="hr_payroll_category_ded_ca_td1" model="hr.salary.rule.category">-->
<!-- <field name="name">Deduction: TD1 Deductions</field>-->
<!-- <field name="code">DED_TD1</field>-->
<!-- <field name="parent_id" ref="hr_payroll.DED"/>-->
<!-- </record>-->

76
l10n_ca_hr_payroll/data/ca_cpp.xml
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@@ -1,47 +1,47 @@
<?xml version="1.0" encoding="UTF-8" ?>
<odoo>
<record id="rule_parameter_ca_cpp" model="hr.rule.parameter">
<field name="name">CA Canada Pension Plan</field>
<field name="code">ca_cpp</field>
<field name="country_id" ref="base.ca"/>
</record>
<!-- <record id="rule_parameter_ca_cpp" model="hr.rule.parameter">-->
<!-- <field name="name">CA Canada Pension Plan</field>-->
<!-- <field name="code">ca_cpp</field>-->
<!-- <field name="country_id" ref="base.ca"/>-->
<!-- </record>-->
<data noupdate="1">
<record id="rule_parameter_ca_cpp_2021_01" model="hr.rule.parameter.value">
<field name="parameter_value">{
'annually': (
( 0, 0.1500, 0.00),
( 49029, 0.2050, 2696.00),
( 98040, 0.2600, 8088.00),
( 151978, 0.2900, 12648.00),
( 216511, 0.3300, 21308.00),
( 'inf', 0.3300, 21308.00),
),
}</field>
<field name="rule_parameter_id" ref="rule_parameter_ca_cpp"/>
<field name="date_from" eval="datetime(2021, 1, 1).date()"/>
</record>
</data>
<!-- <data noupdate="1">-->
<!-- <record id="rule_parameter_ca_cpp_2021_01" model="hr.rule.parameter.value">-->
<!-- <field name="parameter_value">{-->
<!-- 'annually': (-->
<!-- ( 0, 0.1500, 0.00),-->
<!-- ( 49029, 0.2050, 2696.00),-->
<!-- ( 98040, 0.2600, 8088.00),-->
<!-- ( 151978, 0.2900, 12648.00),-->
<!-- ( 216511, 0.3300, 21308.00),-->
<!-- ( 'inf', 0.3300, 21308.00),-->
<!-- ),-->
<!-- }</field>-->
<!-- <field name="rule_parameter_id" ref="rule_parameter_ca_cpp"/>-->
<!-- <field name="date_from" eval="datetime(2021, 1, 1).date()"/>-->
<!-- </record>-->
<!-- </data>-->
<record id="res_partner_ca_cpp" model="res.partner">
<field name="name">CA Federal - Canada Revenue Agency - Canada Pension Plan</field>
</record>
<!-- <record id="res_partner_ca_cpp" model="res.partner">-->
<!-- <field name="name">CA Federal - Canada Revenue Agency - Canada Pension Plan</field>-->
<!-- </record>-->
<!-- Rules -->
<record id="hr_payroll_rule_ee_ca_cpp" model="hr.salary.rule">
<field name="sequence" eval="110"/>
<field name="struct_id" ref="hr_ca_payroll_structure"/>
<field name="category_id" ref="hr_payroll_category_ded_ca_rpp"/>
<field name="name">EE: CA Canada Pension Plan</field>
<field name="code">EE_CA_CPP</field>
<field name="condition_select">python</field>
<field name="condition_python">result, _ = ca_cpp_canada_pension_plan_withholding(payslip, categories)</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">result, result_rate = ca_cpp_canada_pension_plan_withholding(payslip, categories)</field>
<field name="partner_id" ref="res_partner_ca_cpp"/>
<field name="appears_on_payslip" eval="True"/>
</record>
<!-- &lt;!&ndash; Rules &ndash;&gt;-->
<!-- <record id="hr_payroll_rule_ee_ca_cpp" model="hr.salary.rule">-->
<!-- <field name="sequence" eval="110"/>-->
<!-- <field name="struct_id" ref="hr_ca_payroll_structure"/>-->
<!-- <field name="category_id" ref="hr_payroll_category_ded_ca_rpp"/>-->
<!-- <field name="name">EE: CA Canada Pension Plan</field>-->
<!-- <field name="code">EE_CA_CPP</field>-->
<!-- <field name="condition_select">python</field>-->
<!-- <field name="condition_python">result, _ = ca_cpp_canada_pension_plan_withholding(payslip, categories)</field>-->
<!-- <field name="amount_select">code</field>-->
<!-- <field name="amount_python_compute">result, result_rate = ca_cpp_canada_pension_plan_withholding(payslip, categories)</field>-->
<!-- <field name="partner_id" ref="res_partner_ca_cpp"/>-->
<!-- <field name="appears_on_payslip" eval="True"/>-->
<!-- </record>-->

45
l10n_ca_hr_payroll/data/federal.xml
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@@ -9,16 +9,14 @@
<data noupdate="1">
<record id="rule_parameter_ca_fed_tax_rate_2021_01" model="hr.rule.parameter.value">
<field name="parameter_value">{
'annually': (
( 0, 0.1500, 0.00),
( 49029, 0.2050, 2696.00),
( 98040, 0.2600, 8088.00),
( 151978, 0.2900, 12648.00),
( 216511, 0.3300, 21308.00),
( 'inf', 0.3300, 21308.00),
),
}</field>
<field name="parameter_value">[
( 0, 0.1500, 0.00),
( 49020, 0.2050, 2696.00),
( 98040, 0.2600, 8088.00),
( 151978, 0.2900, 12648.00),
( 216511, 0.3300, 21308.00),
( 'inf', 0.3300, 21308.00),
]</field>
<field name="rule_parameter_id" ref="rule_parameter_ca_fed_tax_rate"/>
<field name="date_from" eval="datetime(2021, 1, 1).date()"/>
</record>
@@ -28,17 +26,36 @@
<field name="name">CA Federal - Canada Revenue Agency - Federal Income Tax</field>
</record>
<!-- Categories -->
<record id="hr_payroll_category_ee_fed_fit" model="hr.salary.rule.category">
<field name="name">EE: Federal Income Tax Withholding</field>
<field name="code">EE_CA_FIT</field>
<field name="parent_id" ref="hr_payroll.DED"/>
</record>
<record id="hr_payroll_category_ee_fed_cpp" model="hr.salary.rule.category">
<field name="name">EE: Canada Pension Plan</field>
<field name="code">EE_CA_CPP</field>
<field name="parent_id" ref="hr_payroll.DED"/>
</record>
<record id="hr_payroll_category_ee_fed_ei" model="hr.salary.rule.category">
<field name="name">EE: CA Employment Insurance</field>
<field name="code">EE_CA_EI</field>
<field name="parent_id" ref="hr_payroll.DED"/>
</record>
<!-- Rules -->
<record id="hr_payroll_rule_ee_ca_fit" model="hr.salary.rule">
<record id="hr_payroll_rule_ee_fed_fit" model="hr.salary.rule">
<field name="sequence" eval="195"/>
<field name="struct_id" ref="hr_ca_payroll_structure"/>
<field name="category_id" ref="hr_payroll_category_basic_ca_salary"/>
<field name="category_id" ref="hr_payroll_category_ee_fed_fit"/>
<field name="name">EE: CA Federal Income Tax</field>
<field name="code">EE_CA_FIT</field>
<field name="condition_select">python</field>
<field name="condition_python">result, _ = ca_fit_federal_income_tax_withholding(payslip)</field>
<field name="condition_python">result, _ = ca_fit_federal_income_tax_withholding(payslip, categories, worked_days, inputs)</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">result, result_rate = ca_fit_federal_income_tax_withholding(payslip)</field>
<field name="amount_python_compute">result, result_rate = ca_fit_federal_income_tax_withholding(payslip, categories, worked_days, inputs)</field>
<field name="partner_id" ref="res_partner_ca_fed"/>
<field name="appears_on_payslip" eval="True"/>
</record>

4
l10n_ca_hr_payroll/models/__init__.py
View File

@@ -1,4 +1,6 @@
# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
from . import ca_payroll_config
from . import hr_ca_contract
from . import hr_contract
from . import hr_payslip
from .federal import ca_fit

111
l10n_ca_hr_payroll/models/ca_payroll_config.py
View File

@@ -14,53 +14,68 @@ class HRContractCanadaPayrollConfig(models.Model):
employee_id = fields.Many2one('hr.employee', string="Employee", required=True)
state_id = fields.Many2one('res.country.state', string="Applied State")
state_code = fields.Char(related='state_id.code')
#
# contributes_to_rpp = fields.Boolean(
# string='Employee Contributes to a registered pension plan (RPP)?',
# help='For tax deduction purposes, employers can deduct amounts contributed to an RPP, RRSP, PRPP, or RCA by or on behalf of an employee to determine the employee\'s taxable income',
# )
# rpp_withdrawal_per_check = fields.Float(
# string='RPP to Withdrawal Per Paycheck',
# help='Enter the dollar amount to be withdrawn per paycheck for a registered pension plan'
# )
#
# contributes_to_rrsp = fields.Boolean(
# string='Contributes to a registered retirement savings plan (RRSP)',
# help='For tax deduction purposes, employers can deduct amounts contributed to an RPP, RRSP, PRPP, or RCA by or on behalf of an employee to determine the employee\'s taxable income',
# )
# rrsp_withdrawal_per_check = fields.Float(
# string='RRSP to Withdrawal Per Paycheck',
# help='Enter the dollar amount to be withdrawn per paycheck for a registered retirement savings plan (RRSP)'
# )
#
# contributes_to_prpp = fields.Boolean(
# string='Contributes to a pooled registered pension plan (PRPP)?',
# help='For tax deduction purposes, employers can deduct amounts contributed to an RPP, RRSP, PRPP, or RCA by or on behalf of an employee to determine the employee\'s taxable income',
# )
# contributes_to_rca = fields.Boolean(
# string='Contributes to a retirement compensation arrangement (RCA)?',
# help='For tax deduction purposes, employers can deduct amounts contributed to an RPP, RRSP, PRPP, or RCA by or on behalf of an employee to determine the employee\'s taxable income',
# )
# alimony_or_maintenance_deduction_required = fields.Boolean(
# string='Alimony or maintenance payments required?',
# help='Annual deductions such as child care expenses and support payments, requested by an employee or pensioner and authorized by a tax services office or tax centre',
# )
# union_dues_deducted = fields.Boolean(
# string='Dues deducted?',
# help='Union dues for the pay period paid to a trade union, an association of public servants, or dues required under the law of a province to a parity or advisory committee or similar body',
# )
# lives_in_prescribed_zone = fields.Boolean(
# string='Perscribed zone deduction?',
# help='Annual deduction for living in a prescribed zone, as shown on Form TD1'
# )
# other_anual_deductions = fields.Boolean(
# string='Other annual deductions?',
# help='Annual deductions such as child care expenses and support payments, requested by an employee or pensioner and authorized by a tax services office or tax centre'
# )
# paid_commission = fields.Boolean(
# string='Paid a commission?',
# help='Does the employee receive any commissions?',
# )
contributes_to_rpp = fields.Boolean(
string='Employee Contributes to a registered pension plan (RPP)?',
help='For tax deduction purposes, employers can deduct amounts contributed to an RPP, RRSP, PRPP, or RCA by or on behalf of an employee to determine the employee\'s taxable income',
)
rpp_withdrawal_per_check = fields.Float(
string='RPP to Withdrawal Per Paycheck',
help='Enter the dollar amount to be withdrawn per paycheck for a registered pension plan'
)
# fed_fit_exempt = fields.Boolean()
# td1_fit_additional = fields.Float()
# td1_fit_tc = fields.Float()
contributes_to_rrsp = fields.Boolean(
string='Contributes to a registered retirement savings plan (RRSP)',
help='For tax deduction purposes, employers can deduct amounts contributed to an RPP, RRSP, PRPP, or RCA by or on behalf of an employee to determine the employee\'s taxable income',
)
rrsp_withdrawal_per_check = fields.Float(
string='RRSP to Withdrawal Per Paycheck',
help='Enter the dollar amount to be withdrawn per paycheck for a registered retirement savings plan (RRSP)'
)
contributes_to_prpp = fields.Boolean(
string='Contributes to a pooled registered pension plan (PRPP)?',
help='For tax deduction purposes, employers can deduct amounts contributed to an RPP, RRSP, PRPP, or RCA by or on behalf of an employee to determine the employee\'s taxable income',
)
contributes_to_rca = fields.Boolean(
string='Contributes to a retirement compensation arrangement (RCA)?',
help='For tax deduction purposes, employers can deduct amounts contributed to an RPP, RRSP, PRPP, or RCA by or on behalf of an employee to determine the employee\'s taxable income',
)
alimony_or_maintenance_deduction_required = fields.Boolean(
string='Alimony or maintenance payments required?',
help='Annual deductions such as child care expenses and support payments, requested by an employee or pensioner and authorized by a tax services office or tax centre',
)
union_dues_deducted = fields.Boolean(
string='Dues deducted?',
help='Union dues for the pay period paid to a trade union, an association of public servants, or dues required under the law of a province to a parity or advisory committee or similar body',
)
lives_in_prescribed_zone = fields.Boolean(
string='Perscribed zone deduction?',
help='Annual deduction for living in a prescribed zone, as shown on Form TD1'
)
other_anual_deductions = fields.Boolean(
string='Other annual deductions?',
help='Annual deductions such as child care expenses and support payments, requested by an employee or pensioner and authorized by a tax services office or tax centre'
)
paid_commission = fields.Boolean(
string='Paid a commission?',
help='Does the employee receive any commissions?',
)
def ca_payroll_config_value(self, name):
return self.ca_payroll_config_id[name]
# fed_td1_1_basic_personal_amount = fields.Float()
# fed_td1_2_caregiver_amount = fields.Float()
# fed_td1_3_age_amount = fields.Float()
# fed_td1_4_pension_income_amount = fields.Float()
# fed_td1_5_tuition = fields.Float()
# fed_td1_6_disability_amount = fields.Float()
# fed_td1_7_spouse_amount = fields.Float()
# fed_td1_8_dependant_amount = fields.Float()
fed_td1_total_claim_amount = fields.Float()
fed_td1_deduction_prescribed_zone = fields.Float()
fed_td1_additional = fields.Float()
is_cpp_exempt = fields.Boolean()
is_ei_exempt = fields.Boolean()

51
l10n_ca_hr_payroll/models/common.py
View File

@@ -1,25 +1,26 @@
def _compute_employee_contribution_deductions(payslip):
# todo: _compute_employee_contribution_deductions
return 0.0
def _compute_annual_taxable_income(payslip):
# A = Annual taxable income = [P × (I – F – F2 – U1 )] – HD – F1
# # If the result is negative, T = L.
# annual_taxable_income = (
# annual_pay_periods_p
# *(
# gross_remuneration_i
# - employee_contribution_deductions_f
# - required_deductions_f2
# - union_dues_u1
# )
# - prescribed_zone_hd
# - employee_requested_deduction_f1
# )
pay_periods = payslip.dict.get_pay_periods_in_year()
annual_pay_periods_p = pay_periods[payslip.contract_id.schedule_pay]
gross_remuneration_i = annual_pay_periods_p * payslip.contract_id.wage
employee_contribution_deductions_f = _compute_employee_contribution_deductions(payslip)
required_deductions_f2 = _compute_employee_contribution_deductions(payslip)
pass
# # Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
#
# def _compute_employee_contribution_deductions(payslip):
# # todo: _compute_employee_contribution_deductions
# return 0.0
#
# def _compute_annual_taxable_income(payslip):
# # A = Annual taxable income = [P × (I – F – F2 – U1 )] – HD – F1
# # # If the result is negative, T = L.
# # annual_taxable_income = (
# # annual_pay_periods_p
# # *(
# # gross_remuneration_i
# # - employee_contribution_deductions_f
# # - required_deductions_f2
# # - union_dues_u1
# # )
# # - prescribed_zone_hd
# # - employee_requested_deduction_f1
# # )
# pay_periods = payslip.dict.get_pay_periods_in_year()
# annual_pay_periods_p = pay_periods[payslip.contract_id.schedule_pay]
# gross_remuneration_i = annual_pay_periods_p * payslip.contract_id.wage
# employee_contribution_deductions_f = _compute_employee_contribution_deductions(payslip)
# required_deductions_f2 = _compute_employee_contribution_deductions(payslip)
# pass

1
l10n_ca_hr_payroll/models/federal/__init__.py
View File

@@ -0,0 +1 @@
# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.

216
l10n_ca_hr_payroll/models/federal/ca_cpp.py
View File

@@ -1,113 +1,111 @@
from odoo import fields
from datetime import datetime, timedelta
import logging
_logger = logging.getLogger("__name__")
def ca_cpp_canada_pension_plan_withholding(payslip, categories):
#K2 = [(0.15 × ((0.0545 × ((S1 × PI) + B1 – $3,500)*, maximum $3,166.45)))) + (0.15 × ((0.0158 × ((S1 × IE) + B1), maximum $889.54))]
payperiods_s1 = _compute_payperiod_ratio_s1(payslip)
pensionable_income_pi = _compute_pensionable_income_pi(payslip, categories)
#todo: remove
import pydevd_pycharm
pydevd_pycharm.settrace('192.168.1.27', port=6900, stdoutToServer=True, stderrToServer=True)
return 0.0, 0.0
def _compute_payperiod_ratio_s1(payslip):
wage_type = payslip.wage_type
pay_periods = payslip.dict.PAY_PERIODS_IN_YEAR[wage_type]
if wage_type == 'annually':
return 1
elif wage_type == 'semi_annually':
if payslip.date_to.month < 7:
return 1/pay_periods
else:
return 2/pay_periods
elif wage_type == 'quarterly':
quarters = {
1:1,
2:1,
3:1,
4:2,
5:2,
6:2,
7:3,
8:3,
9:3,
10:4,
11:4,
12:4,
}
quarter = quarters[payslip.date_to.month]
return quarter/pay_periods
elif wage_type == 'bi-monthly':
bi_monthly_int = {
1:1,
2:1,
3:2,
4:2,
5:3,
6:3,
7:4,
8:4,
9:5,
10:5,
11:6,
12:6,
}
bi_monthly = bi_monthly_int[payslip.date_to.month]
return bi_monthly/pay_periods
elif wage_type == 'monthly':
return payslip.date_to.month/pay_periods
elif wage_type == 'semi-monthly':
pay_period = payslip.date_to.month * 2
if payslip.date_to.day <= 15:
return pay_period/pay_periods
else:
pay_period += 1
return pay_period/pay_periods
elif wage_type == 'bi-weekly':
week_num = payslip.date_to.isocalendar()[1]
if week_num == 53:
return 1
else:
return week_num/pay_periods
elif wage_type == 'weekly':
return payslip.date_to.isocalendar()[1]/pay_periods
elif wage_type == 'daily':
day_of_year = payslip.date_to.timetuple().tm_yday
return day_of_year/pay_periods
else:
raise Exception(f'Payslip does not have a valid wage_type. The wagetype presented is "{wage_type}".')
def _compute_pensionable_income_of_slip(slip):
pensionable_income = 0.0
for line in slip.line_ids:
if line.category_id.code == 'BASIC':
pensionable_income += line.amount
return pensionable_income
def _compute_pensionable_income_year_to_date_piytd(payslip, categories):
employee_payslips = payslip.dict.env['hr.payslip'].search([
('employee_id', '=', payslip.dict.employee_id.id),
('id', '!=', payslip.dict.id),
])
piytd = 0.0
for slip in employee_payslips:
piytd += _compute_pensionable_income_of_slip(slip)
return piytd
def _compute_pensionable_income_pi(payslip, categories):
"""
PI = Pensionable income for the pay period, or the gross income plus any taxable benefits for the pay period, plus PIYTD
"""
pensionable_income_year_to_date_piytd = _compute_pensionable_income_year_to_date_piytd(payslip, categories)
pensionable_income_for_current_payslip = _compute_pensionable_income_of_slip(payslip)
return pensionable_income_year_to_date_piytd + pensionable_income_for_current_payslip
# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
# from odoo import fields
# from datetime import datetime, timedelta
# import logging
#
#
# _logger = logging.getLogger("__name__")
#
# def ca_cpp_canada_pension_plan_withholding(payslip, categories):
# #K2 = [(0.15 × ((0.0545 × ((S1 × PI) + B1 – $3,500)*, maximum $3,166.45)))) + (0.15 × ((0.0158 × ((S1 × IE) + B1), maximum $889.54))]
#
# payperiods_s1 = _compute_payperiod_ratio_s1(payslip)
# pensionable_income_pi = _compute_pensionable_income_pi(payslip, categories)
# return 0.0, 0.0
#
# def _compute_payperiod_ratio_s1(payslip):
# wage_type = payslip.wage_type
# pay_periods = payslip.dict.PAY_PERIODS_IN_YEAR[wage_type]
# if wage_type == 'annually':
# return 1
# elif wage_type == 'semi_annually':
# if payslip.date_to.month < 7:
# return 1/pay_periods
# else:
# return 2/pay_periods
# elif wage_type == 'quarterly':
# quarters = {
# 1:1,
# 2:1,
# 3:1,
# 4:2,
# 5:2,
# 6:2,
# 7:3,
# 8:3,
# 9:3,
# 10:4,
# 11:4,
# 12:4,
# }
# quarter = quarters[payslip.date_to.month]
# return quarter/pay_periods
# elif wage_type == 'bi-monthly':
# bi_monthly_int = {
# 1:1,
# 2:1,
# 3:2,
# 4:2,
# 5:3,
# 6:3,
# 7:4,
# 8:4,
# 9:5,
# 10:5,
# 11:6,
# 12:6,
# }
# bi_monthly = bi_monthly_int[payslip.date_to.month]
# return bi_monthly/pay_periods
# elif wage_type == 'monthly':
# return payslip.date_to.month/pay_periods
# elif wage_type == 'semi-monthly':
# pay_period = payslip.date_to.month * 2
# if payslip.date_to.day <= 15:
# return pay_period/pay_periods
# else:
# pay_period += 1
# return pay_period/pay_periods
# elif wage_type == 'bi-weekly':
# week_num = payslip.date_to.isocalendar()[1]
# if week_num == 53:
# return 1
# else:
# return week_num/pay_periods
# elif wage_type == 'weekly':
# return payslip.date_to.isocalendar()[1]/pay_periods
# elif wage_type == 'daily':
# day_of_year = payslip.date_to.timetuple().tm_yday
# return day_of_year/pay_periods
# else:
# raise Exception(f'Payslip does not have a valid wage_type. The wagetype presented is "{wage_type}".')
#
# def _compute_pensionable_income_of_slip(slip):
# pensionable_income = 0.0
# for line in slip.line_ids:
# if line.category_id.code == 'BASIC':
# pensionable_income += line.amount
# return pensionable_income
#
# def _compute_pensionable_income_year_to_date_piytd(payslip, categories):
# employee_payslips = payslip.dict.env['hr.payslip'].search([
# ('employee_id', '=', payslip.dict.employee_id.id),
# ('id', '!=', payslip.dict.id),
# ])
# piytd = 0.0
# for slip in employee_payslips:
# piytd += _compute_pensionable_income_of_slip(slip)
# return piytd
#
# def _compute_pensionable_income_pi(payslip, categories):
# """
# PI = Pensionable income for the pay period, or the gross income plus any taxable benefits for the pay period, plus PIYTD
# """
# pensionable_income_year_to_date_piytd = _compute_pensionable_income_year_to_date_piytd(payslip, categories)
# pensionable_income_for_current_payslip = _compute_pensionable_income_of_slip(payslip)
# return pensionable_income_year_to_date_piytd + pensionable_income_for_current_payslip
#

2
l10n_ca_hr_payroll/models/federal/ca_ei.py
View File

@@ -0,0 +1,2 @@
# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.

102
l10n_ca_hr_payroll/models/federal/ca_fit.py
View File

@@ -1,50 +1,66 @@
import logging
_logger = logging.getLogger("__name__")
def ca_fit_federal_income_tax_withholding(payslip):
# annual_taxable_income = _compute_annual_taxable_income(payslip)
# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
# _logger.warning('payslip.contract_id************************************')
# _logger.warning(str(payslip.contract_id.read()))
# _logger.warning('payslip.contract_id.structure_type_id.read()************************************')
# _logger.warning(str(payslip.contract_id.structure_type_id.read()))
# _logger.warning('payslip.contract_id.structure_type_id.struct_ids[0].read()************************************')
# _logger.warning(str(payslip.contract_id.structure_type_id.struct_ids[0].read()))
# _logger.warning('payslip.contract_id.structure_type_id.struct_ids[0].rule_ids[0].read()************************************')
# _logger.warning(str(payslip.contract_id.structure_type_id.struct_ids[0].rule_ids[0].read()))
_logger.warning('payslip.rule_parameter(rule_parameter_ca_fed_tax_rate)************************************')
_logger.warning(str(payslip.rule_parameter))
rates = payslip.rule_parameter('ca_fed_tax_rate')['annually'] #this is the hr.rule.parameter code
# _logger.warning(str(rates))
wage = payslip.contract_id.wage
_logger.warning(f'wage = {str(wage)}')
i = 0
_logger.warning(f'rates ================================== {str(rates)}')
def _compute_annual_taxable_income(payslip, categories):
"""
A = Annual taxable income
= [P × (I – F – F2 – U1 )] – HD – F1
"""
P = payslip.dict.get_pay_periods_in_year()
I = categories.GROSS \
- categories.ALW_FIT_EXEMPT \
+ categories.DED_FIT_EXEMPT
F = 0.0 # Payroll deductions for RPP or RRSP ...
F2 = 0.0
U1 = 0.0 # Union Dues
HD = 0.0 # Annual deduction for living in a prescribed zone Form TD1
F1 = 0.0 # Annual deductions such as child care and authorized
A = (P * (I - F - F2 - U1)) - HD - F1
return A
def ca_fit_federal_income_tax_withholding(payslip, categories, worked_days, inputs):
L = payslip.contract_id.ca_payroll_config_value('fed_td1_additional')
A = _compute_annual_taxable_income(payslip, categories)
# If the result is negative, T = L.
if A <= 0.0 and L:
return -L, 1.0
elif A <= 0.0:
return 0.0, 0.0
TC = payslip.contract_id.ca_payroll_config_value('fed_td1_total_claim_amount')
P = payslip.dict.get_pay_periods_in_year()
"""
T3 = Annual basic federal tax
= (R × A) – K – K1 – K2 – K3 – K4
If the result is negative, T3 = $0.
"""
rates = payslip.rule_parameter('ca_fed_tax_rate')
for annual_taxable_income, rate, federal_constant in rates:
if isinstance(annual_taxable_income, str):
_logger.warning(f'annual_taxable_income is str {annual_taxable_income}')
_logger.warning(f'wage*rate = {str(wage*rate)}, and rate is {str(rate)}')
return wage, -rate
if annual_taxable_income/12 >= wage:
if i != 0:
_logger.warning(f'if i != 0')
rate = rates[i-1][1]*100
_logger.warning(f'rate = **************************************** {rate}')
_logger.warning(f' wage*rate = *************************************** {wage*rate}')
return wage, -rate
else:
_logger.warning(f'return 0.0, 0.0')
return 0.0, 0.0
else:
_logger.warning(f' annual_taxable_income/12 = {str(annual_taxable_income/12)} which is below wage = {str(str(wage))}*****************************')
i +=1
continue
annual_taxable_income = float(annual_taxable_income)
if A < annual_taxable_income:
break
R, K = rate, federal_constant
K1 = 0.15 * TC
K2 = 0.0
if not payslip.contract_id.ca_payroll_config_value('is_cpp_exempt'):
C = categories.EE_CA_CPP
K2 += 0.15 * min(P * C, 3166.45) # min because we can only have up to
if not payslip.contract_id.ca_payroll_config_value('is_ei_exempt'):
EI = categories.EE_CA_EI
K2 += 0.15 * min(P * EI, 889.54)
K3 = 0.0 # medical
CEA = 1257.0 # TODO this is an indexed parameter
K4 = min(0.15 * A, 0.15 * CEA)
T3 = (R * A) - K - K1 - K2 - K3 - K4
return 0.0, 0.0
LCF = min(750.0, 0.15 * 0.0) # 0.0 => amount deducted or withheld during the year for the acquisition by the employee of approved shares of the capital stock of a prescribed labour-sponsored venture capital corporation
T1 = T3 - LCF
T = (T1 / P) + L
if T > 0.0:
return A, -(T / A * 100.0)
return 0.0, 0.0

10
l10n_ca_hr_payroll/models/hr_ca_contract.py
View File

@@ -1,10 +0,0 @@
from odoo import api, fields, models
class CAHRContract(models.Model):
_inherit = 'hr.contract'
ca_payroll_config_id = fields.Many2one('hr.contract.ca_payroll_config', 'Canada Payroll Forms')

12
l10n_ca_hr_payroll/models/hr_contract.py Normal file
View File

@@ -0,0 +1,12 @@
# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
from odoo import api, fields, models
class HRContract(models.Model):
_inherit = 'hr.contract'
ca_payroll_config_id = fields.Many2one('hr.contract.ca_payroll_config', 'Canada Payroll Forms')
def ca_payroll_config_value(self, name):
return self.ca_payroll_config_id[name]

5
l10n_ca_hr_payroll/tests/__init__.py
View File

@@ -1,2 +1,5 @@
# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
from . import common
from . import test_ca_federal_payslip
from . import test_ca_fed_2021_1
# from . import test_ca_province_payslip

82
l10n_ca_hr_payroll/tests/common.py
View File

@@ -1,10 +1,12 @@
from . import common
# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
import logging
from odoo.addons.hr_payroll_hibou.tests import common
_logger = logging.getLogger("__name__")
#todo need to work in currency
import logging
_logger = logging.getLogger(__name__)
STANDARD_TOTAL_CLAIM_AMOUNT = 13808.0
class TestCAPayslip(common.TestPayslip):
@@ -14,9 +16,6 @@ class TestCAPayslip(common.TestPayslip):
self.structure_type = self.env.ref('l10n_ca_hr_payroll.ca_structure_type_employee')
self.structure = self.env.ref('l10n_ca_hr_payroll.hr_ca_payroll_structure')
self.structure_type.default_struct_id = self.structure
self._log('US structue_type %s and structure %s' % (self.structure_type, self.structure))
_logger.warning(str(self.structure_type))
def _createEmployee(self):
return self.env['hr.employee'].create({
@@ -27,23 +26,64 @@ class TestCAPayslip(common.TestPayslip):
'name': 'Jared'
})
def _createCAContract(self, employee, wage=7000, pay_schedule='monthly'):
country_id = self.env['res.country'].search([('code', '=', 'CA')])
self.assertEqual(employee.country_id, country_id, 'The employee\'s country_id is not for Canada')
def _createContract(self, employee, **kwargs):
# Override
if not 'schedule_pay' in kwargs:
kwargs['schedule_pay'] = 'monthly'
schedule_pay = kwargs['schedule_pay']
config_model = self.env['hr.contract.ca_payroll_config']
contract_model = self.env['hr.contract']
config_values = {
'name': 'Test Config Values',
'employee_id': employee.id,
}
contract_values = {
'name': 'Test Contract',
'employee_id': employee.id,
}
if 'fed_td1_total_claim_amount' not in kwargs:
kwargs['fed_td1_total_claim_amount'] = STANDARD_TOTAL_CLAIM_AMOUNT
if 'state_id' not in kwargs:
kwargs['state_id'] = self.get_ca_state('AB')
contract = self._createContract(employee,
wage=wage,
structure_type_id=self.env.ref(
'l10n_ca_hr_payroll.ca_structure_type_employee'),
pay_schedule=pay_schedule)
self.assertEqual(contract.wage, wage,
'The contract salary of "%s" does not equal the test salary of "%s".' % (
contract.wage, wage))
_logger.warning('Created Contract &&&&&&&&&&&&&&&&&&&&&&&')
for key, val in kwargs.items():
# Assume any Odoo object is in a Many2one
if hasattr(val, 'id'):
val = val.id
found = False
if hasattr(contract_model, key):
contract_values[key] = val
found = True
if hasattr(config_model, key):
config_values[key] = val
found = True
if not found:
self._logger.warn('cannot locate attribute names "%s" on contract or payroll config' % (key, ))
# US Payroll Config Defaults Should be set on the Model
config = config_model.create(config_values)
contract_values['ca_payroll_config_id'] = config.id
self._get_contract_defaults(contract_values)
self._log('creating contract with finial values: %s' % (contract_values, ))
contract = contract_model.create(contract_values)
# Compatibility with Odoo 13/14
contract.structure_type_id.default_struct_id.schedule_pay = schedule_pay
return contract
def get_providence(self):
pass
def get_ca_state(self, code, cache={}):
country_key = 'CA_COUNTRY'
if code in cache:
return cache[code]
if country_key not in cache:
cache[country_key] = self.env.ref('base.ca')
ca_country = cache[country_key]
ca_state = self.env['res.country.state'].search([
('country_id', '=', ca_country.id),
('code', '=', code),
], limit=1)
cache[code] = ca_state
return ca_state

81
l10n_ca_hr_payroll/tests/test_ca_fed_2021_1.py Normal file
View File

@@ -0,0 +1,81 @@
# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
from odoo import fields
from .common import TestCAPayslip
import logging
_logger = logging.getLogger("__name__")
class TestPayslip(TestCAPayslip):
def test_basic_federal_tax_monthly(self):
salary = 7000.0
date_from = '2021-01-01'
date_to = '2021-01-31'
employee = self._createEmployee()
# not this would make
# Monthly
# Alberta
# Federal Claim 13808
# Provincial Claim 19369
contract = self._createContract(employee,
wage=salary,
is_cpp_exempt=True,
if_ei_exempt=True,
)
self._log('2021 tax first payslip:')
payslip = self._createPayslip(employee, date_from, date_to)
self.assertEqual(payslip.contract_id, contract)
self.assertEqual(payslip.struct_id, self.structure)
self.assertEqual(payslip.date_from, fields.Date.from_string(date_from))
self.assertEqual(payslip.date_to, fields.Date.from_string(date_to))
cats = self._getCategories(payslip)
self.assertEqual(cats['GROSS'], 7000.0)
self.assertEqual(cats.get('EE_CA_CPP', 0.0), 0.0)
self.assertEqual(cats.get('EE_CA_EI', 0.0), 0.0)
self.assertPayrollAlmostEqual(cats['EE_CA_FIT'], -1022.02) # amount from apps.cra-arc.gc.ca
def test_basic_federal_tax_monthly_2(self):
salary = 2000.0
date_from = '2021-01-01'
date_to = '2021-01-31'
employee = self._createEmployee()
contract = self._createContract(employee,
wage=salary,
is_cpp_exempt=True,
if_ei_exempt=True,
)
payslip = self._createPayslip(employee, date_from, date_to)
cats = self._getCategories(payslip)
self.assertEqual(cats['GROSS'], 2000.0)
self.assertEqual(cats.get('EE_CA_CPP', 0.0), 0.0)
self.assertEqual(cats.get('EE_CA_EI', 0.0), 0.0)
self.assertPayrollAlmostEqual(cats['EE_CA_FIT'], -111.69)
def test_basic_federal_tax_weekly(self):
salary = 3000.0
date_from = '2021-01-25'
date_to = '2021-01-31'
employee = self._createEmployee()
contract = self._createContract(employee,
wage=salary,
is_cpp_exempt=True,
if_ei_exempt=True,
schedule_pay='weekly'
)
payslip = self._createPayslip(employee, date_from, date_to)
cats = self._getCategories(payslip)
self.assertEqual(cats['GROSS'], 3000.0)
self.assertEqual(cats.get('EE_CA_CPP', 0.0), 0.0)
self.assertEqual(cats.get('EE_CA_EI', 0.0), 0.0)
# TODO why is this one off by ~0.30?
self.assertPayrollAlmostEqual(cats['EE_CA_FIT'], -583.28) # FAKE
self.assertPayrollAlmostEqual(cats['EE_CA_FIT'], -583.56)

98
l10n_ca_hr_payroll/tests/test_ca_federal_payslip.py
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from odoo import fields
from .common import TestCAPayslip
import logging
_logger = logging.getLogger("__name__")
class TestPayslip(TestCAPayslip):
def test_basic_federal_tax(self,
salary=7000.0,
date_from='2021-01-01',
date_to='2021-01-31',
state_code=None,
**extra_contract):
annual_pay_periods_p = 12
employee = self._createEmployee()
contract = self._createCAContract(employee=employee)
self._log('2021 tax first payslip:')
payslip = self._createPayslip(employee, date_from, date_to)
# self.assertEqual(payslip.struct_type_id, )
self.assertEqual(payslip.contract_id, contract, f'Payslip contract {str(payslip.contract_id)} does not equal {str(contract)}')
self.assertEqual(payslip.struct_id.name, 'Canada Employee Standard',
f'payroll structure {payslip.struct_id.name} is not correct')
self.assertEqual(payslip.date_from, fields.Date.from_string(date_from),
f'payslip date_from {payslip.date_from} is not correct ')
self.assertEqual(payslip.date_to, fields.Date.from_string(date_to),
f'payslip date_to {payslip.date_to} is not correct ')
self.assertEqual(payslip.employee_id.name, 'Jared',
f'payslip employee {payslip.employee_id.name} is not correct')
# _logger.warning(str(payslip.read()))
# for line in payslip.line_ids:
# _logger.warning(f'payslip line read {str(line)}************************************')
# _logger.warning(line.read())
# if line.name == 'EE: CA Federal Income Tax':
# _logger.warning(f'payslip line read {str(line)}************************************')
# _logger.warning(line.read())
# _logger.warning('payslip.contract_id************************************')
# _logger.warning(str(payslip.contract_id.read()))
# _logger.warning('payslip.contract_id.structure_type_id.read()************************************')
# _logger.warning(str(payslip.contract_id.structure_type_id.read()))
# _logger.warning('payslip.contract_id.structure_type_id.struct_ids[0].read()************************************')
# _logger.warning(str(payslip.contract_id.structure_type_id.struct_ids[0].read()))
# _logger.warning('payslip.contract_id.structure_type_id.struct_ids[0].rule_ids[0].read()************************************')
# _logger.warning(str(payslip.contract_id.structure_type_id.struct_ids[0].rule_ids[0].read()))
# _logger.warning('payslip.rule_parameter(rule_parameter_ca_fed_tax_rate)************************************')
# import pydevd_pycharm
# pydevd_pycharm.settrace('192.168.1.27', port=6900, stdoutToServer=True, stderrToServer=True)
# self.assertPayrollAlmostEqual(payslip.net_wage, 5565)
# self.assertEqual(payslip.net_wage, 5565, 'total tax is off')
# schedule_pay = payslip.contract_id.schedule_pay
# additional = payslip.contract_id.us_payroll_config_value('state_income_tax_additional_withholding')
# sit_allowances = payslip.contract_id.us_payroll_config_value('ca_de4_sit_allowances')
# additional_allowances = payslip.contract_id.us_payroll_config_value('ca_de4_sit_additional_allowances')
# low_income_exemption = payslip.rule_parameter('us_ca_sit_income_exemption_rate')[schedule_pay]
# estimated_deduction = payslip.rule_parameter('us_ca_sit_estimated_deduction_rate')[schedule_pay]
# tax_table = payslip.rule_parameter('us_ca_sit_tax_rate')[filing_status].get(schedule_pay)
# standard_deduction = payslip.rule_parameter('us_ca_sit_standard_deduction_rate')[schedule_pay]
# exemption_allowances = payslip.rule_parameter('us_ca_sit_exemption_allowance_rate')[schedule_pay]
#Determine the taxable income for the pay period (pay minus allowable deductions) and multiply it by the number of pay periods in the year to get an estimated annual taxable income amount. This annual taxable income amount is factor A.
#assert(gross_remuneration_for_period_i = gross payslip_pay - non_gross_remuneration)
# Calculate the basic federal tax on the estimated annual taxable income, after allowable federal non-refundable tax credits. The basic federal tax is factor T3.
# T3 = Annual basic federal tax
# = (R × A) – K – K1 – K2 – K3 – K4
# (R federal rate for income based on table
# X A Annual Income)
# - K2 Federal Canada Pension Plan contributions and employment insurance premiums tax credits for the year (the lowest federal tax rate is used to calculate this credit).
# Note: If an employee has already contributed the maximum CPP and EI, for the year with the employer, use the maximum CPP and EI deduction to determine the credit for the rest of the year. If, during the pay period in which the employee reaches the maximum, the CPP and EI, when annualized, is less than the annual maximum, use the maximum annual deduction(s) in that pay period
# - K3 Other federal non-refundable tax credits (such as medical expenses and charitable donations) authorized by a tax services office or tax centre
# - K4 Factor calculated using the Canada employment amount credit (the lowest federal tax rate is used to calculate this credit)
# - K Federal constant. The constant is the tax overcharged when applying the 20.5%, 26%, 29%, and 33% rates to the annual taxable income A
# - K1 Federal non-refundable personal tax credit (the lowest federal tax rate is used to calculate this credit)
# If the result is negative, T3 = $0.
# Calculate the annual federal tax payable. This is factor T1.
# Calculate the basic provincial or territorial tax on the estimated annual taxable income, after allowable provincial or territorial personal tax credits. The annual basic provincial or territorial tax is factor T4.
# Calculate the annual provincial or territorial tax deduction. This is factor T2.
# To get the estimated federal and provincial or territorial tax deductions for a pay period, add the federal and provincial or territorial tax, and divide the result by the number of pay periods. This is factor T.
# test_federal_with

53
l10n_ca_hr_payroll/tests/test_ca_province_payslip.py Normal file
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# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
from .common import TestCAPayslip
import logging
_logger = logging.getLogger("__name__")
class TestPayslip(TestCAPayslip):
def test_tax_alberta(self):
salary = 7000.0
date_from = '2021-01-01'
date_to = '2021-01-31'
employee = self._createEmployee()
contract = self._createContract(employee,
wage=salary,
state_id=self.get_ca_state('AB'))
payslip = self._createPayslip(employee, date_from, date_to)
# self.assertEqual(payslip.struct_type_id, )
self.assertEqual(payslip.contract_id, contract)
self.assertEqual(payslip.struct_id, self.structure)
self.assertEqual(payslip.employee_id.name, 'Jared')
cats = self._getCategories(payslip)
self.assertEqual(cats['GROSS'], 7000.0)
self.assertEqual(cats['EE_CA_FIT'], -1022.02) # amount from apps.cra-arc.gc.ca
self.assertEqual(cats['EE_CA_PIT'], -538.59) # amount from apps.cra-arc.gc.ca
# def test_tax_quebec(self):
# salary = 7000.0
# date_from = '2021-01-01'
# date_to = '2021-01-31'
#
# employee = self._createEmployee()
# contract = self._createContract(employee,
# wage=salary,
# state_id=self.get_ca_state('QC'))
#
#
# self._log('2021 tax first payslip:')
# payslip = self._createPayslip(employee, date_from, date_to)
# # self.assertEqual(payslip.struct_type_id, )
# self.assertEqual(payslip.contract_id, contract)
# self.assertEqual(payslip.struct_id, self.structure)
# self.assertEqual(payslip.employee_id.name, 'Jared')
#
# cats = self._getCategories(payslip)
# self.assertEqual(cats['GROSS'], 7000.0)
# self.assertEqual(cats['EE_CA_FIT'], -849.08) # amount from apps.cra-arc.gc.ca
# self.assertEqual(cats['EE_CA_PIT'], -538.59)