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Adding all from 11.0 https://github.com/hibou-io/odoo-hr-payroll

Browse Source 
hr_payroll_holidays
hr_payroll_input_name_report
hr_payroll_input_report
hr_payroll_payment
hr_payroll_timesheet
hr_payslip_line_date
l10n_us_fl_hr_payroll
l10n_us_hr_payroll
l10n_us_mo_hr_payroll
l10n_us_oh_hr_payroll
l10n_us_va_hr_payroll
This commit is contained in:
Jared Kipe
2018-04-30 08:15:31 -07:00
parent 6a46f283ad
commit 6d7a221615
86 changed files with 6385 additions and 0 deletions
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3
hr_payroll_holidays/__init__.py Executable file
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# -*- coding: utf-8 -*-
from . import hr_payslip

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hr_payroll_holidays/__manifest__.py Executable file
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# -*- coding: utf-8 -*-
{
'name': 'Payroll Holidays',
'author': 'Hibou Corp. <hello@hibou.io>',
'version': '11.0.0.0.0',
'category': 'Human Resources',
'sequence': 95,
'summary': 'Register payments for Payroll Payslips',
'description': """
Simplifies getting approved Holiday Leaves onto an employee Payslip.
""",
'website': 'https://hibou.io/',
'depends': ['hr_payroll', 'hr_holidays'],
'installable': True,
'application': False,
}

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hr_payroll_holidays/hr_payslip.py Executable file
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# -*- coding: utf-8 -*-
from odoo import models, api
from odoo.addons.hr_holidays.models.hr_holidays import HOURS_PER_DAY
class HrPayslip(models.Model):
_inherit = 'hr.payslip'
@api.model
def get_worked_day_lines(self, contracts, date_from, date_to):
leaves = {}
for contract in contracts:
for leave in self._fetch_valid_leaves(contract.employee_id.id, date_from, date_to):
leave_code = self._create_leave_code(leave.holiday_status_id.name)
if leave_code in leaves:
leaves[leave_code]['number_of_days'] += leave.number_of_days_temp
leaves[leave_code]['number_of_hours'] += leave.number_of_days_temp * HOURS_PER_DAY
else:
leaves[leave_code] = {
'name': leave.holiday_status_id.name,
'sequence': 15,
'code': leave_code,
'number_of_days': leave.number_of_days_temp,
'number_of_hours': leave.number_of_days_temp * HOURS_PER_DAY,
'contract_id': contract.id,
}
res = super(HrPayslip, self).get_worked_day_lines(contracts, date_from, date_to)
res.extend(leaves.values())
return res
@api.multi
def action_payslip_done(self):
for slip in self:
leaves = self._fetch_valid_leaves(slip.employee_id.id, slip.date_from, slip.date_to)
leaves.write({'payslip_status': True})
return super(HrPayslip, self).action_payslip_done()
def _fetch_valid_leaves(self, employee_id, date_from, date_to):
valid_leaves = [
('employee_id', '=', employee_id),
('state', '=', 'validate'),
('date_from', '>=', date_from),
('date_to', '<=', date_to),
('payslip_status', '=', False),
('type', '=', 'remove'),
]
return self.env['hr.holidays'].search(valid_leaves)
def _create_leave_code(self, name):
return 'L_' + name.replace(' ', '_')

0
hr_payroll_input_name_report/__init__.py Normal file
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hr_payroll_input_name_report/__manifest__.py Normal file
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# -*- coding: utf-8 -*-
{
'name': 'Payroll Input Name Report',
'author': 'Hibou Corp. <hello@hibou.io>',
'version': '11.0.0.0.0',
'category': 'Human Resources',
'sequence': 95,
'summary': 'Improves slip reports by using your own Input\'s description',
'description': """
If a Salary Rule\'s Code is identical to an Input's Code, then the input's description
will appear on the payslip report where the rule is displayed.
""",
'website': 'https://hibou.io/',
'depends': ['hr_payroll'],
'data': ['hr_payroll_input_name_report.xml'],
'installable': True,
'application': False,
}

28
hr_payroll_input_name_report/hr_payroll_input_name_report.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="report_payslip" model="ir.ui.view">
<field name="name">hr_payroll_input_name_report.report_payslip</field>
<field name="inherit_id" ref="hr_payroll.report_payslip"/>
<field name="priority" eval="2"/>
<field name="arch" type="xml">
<xpath expr="//tbody[last()]/tr/td[2]" position="replace">
<td t-if="o.input_line_ids.filtered(lambda i: i.code == line.code)"><span t-field="o.input_line_ids.filtered(lambda i: i.code == line.code)[0].name"/></td>
<td t-if="not o.input_line_ids.filtered(lambda i: i.code == line.code)"><span t-field="line.name"/></td>
</xpath>
</field>
</record>
<record id="report_payslipdetails" model="ir.ui.view">
<field name="name">hr_payroll_input_name_report.report_payslipdetails</field>
<field name="inherit_id" ref="hr_payroll.report_payslipdetails"/>
<field name="priority" eval="2"/>
<field name="arch" type="xml">
<xpath expr="//tbody[last()]/tr/td[2]" position="replace">
<td t-if="o.input_line_ids.filtered(lambda i: i.code == line.code)"><span t-field="o.input_line_ids.filtered(lambda i: i.code == line.code)[0].name"/></td>
<td t-if="not o.input_line_ids.filtered(lambda i: i.code == line.code)"><span t-field="line.name"/></td>
</xpath>
</field>
</record>
</odoo>

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hr_payroll_input_report/__init__.py Normal file
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hr_payroll_input_report/__manifest__.py Normal file
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# -*- coding: utf-8 -*-
{
'name': 'Payroll Input Report',
'author': 'Hibou Corp. <hello@hibou.io>',
'version': '11.0.0.0.0',
'category': 'Human Resources',
'sequence': 95,
'summary': 'Adds "Worked Days" and "Other Inputs" to the payslip reports.',
'description': """
Adds "Worked Days" and "Other Inputs" to the payslip reports.
""",
'website': 'https://hibou.io/',
'depends': ['hr_payroll'],
'data': ['hr_payroll_input_report.xml'],
'installable': True,
'application': False,
}

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hr_payroll_input_report/hr_payroll_input_report.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="report_payslip" model="ir.ui.view">
<field name="name">hr_payroll_input_report.report_payslip</field>
<field name="inherit_id" ref="hr_payroll.report_payslip"/>
<field name="arch" type="xml">
<xpath expr="//table" position="after">
<h3 t-if="o.worked_days_line_ids">Worked Days</h3>
<table t-if="o.worked_days_line_ids" class="table table-condensed">
<thead>
<tr>
<th>Name</th>
<th>Code</th>
<th>Days</th>
<th>Hours</th>
</tr>
</thead>
<tbody>
<tr t-foreach="o.worked_days_line_ids" t-as="line">
<td><span t-field="line.name" /></td>
<td><span t-field="line.code" /></td>
<td><span t-field="line.number_of_days" /></td>
<td><span t-field="line.number_of_hours" /></td>
</tr>
</tbody>
</table>
<h3 t-if="o.input_line_ids">Other Inputs</h3>
<table t-if="o.input_line_ids" class="table table-condensed">
<thead>
<tr>
<th>Name</th>
<th>Code</th>
<th>Amount</th>
</tr>
</thead>
<tbody>
<tr t-foreach="o.input_line_ids" t-as="line">
<td><span t-field="line.name" /></td>
<td><span t-field="line.code" /></td>
<td><span t-field="line.amount" /></td>
</tr>
</tbody>
</table>
</xpath>
</field>
</record>
<record id="report_payslipdetails" model="ir.ui.view">
<field name="name">hr_payroll_input_report.report_payslipdetails</field>
<field name="inherit_id" ref="hr_payroll.report_payslipdetails"/>
<field name="arch" type="xml">
<xpath expr="//table" position="after">
<h3 t-if="o.worked_days_line_ids">Worked Days</h3>
<table t-if="o.worked_days_line_ids" class="table table-condensed">
<thead>
<tr>
<th>Name</th>
<th>Code</th>
<th>Days</th>
<th>Hours</th>
</tr>
</thead>
<tbody>
<tr t-foreach="o.worked_days_line_ids" t-as="line">
<td><span t-field="line.name" /></td>
<td><span t-field="line.code" /></td>
<td><span t-field="line.number_of_days" /></td>
<td><span t-field="line.number_of_hours" /></td>
</tr>
</tbody>
</table>
<h3 t-if="o.input_line_ids">Other Inputs</h3>
<table t-if="o.input_line_ids" class="table table-condensed">
<thead>
<tr>
<th>Name</th>
<th>Code</th>
<th>Amount</th>
</tr>
</thead>
<tbody>
<tr t-foreach="o.input_line_ids" t-as="line">
<td><span t-field="line.name" /></td>
<td><span t-field="line.code" /></td>
<td><span t-field="line.amount" /></td>
</tr>
</tbody>
</table>
</xpath>
</field>
</record>
</odoo>

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hr_payroll_payment/__init__.py Executable file
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# -*- coding: utf-8 -*-
from . import hr_payroll_register_payment

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hr_payroll_payment/__manifest__.py Executable file
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# -*- coding: utf-8 -*-
{
'name': 'Payroll Payments',
'author': 'Hibou Corp. <hello@hibou.io>',
'version': '11.0.0.0.0',
'category': 'Human Resources',
'sequence': 95,
'summary': 'Register payments for Payroll Payslips',
'description': """
Adds the ability to register a payment on a payslip.
""",
'website': 'https://hibou.io/',
'depends': ['hr_payroll_account'],
'data': [
'hr_payroll_register_payment.xml',
],
'installable': True,
'application': False,
}

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hr_payroll_payment/hr_payroll_register_payment.py Executable file
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# -*- coding: utf-8 -*-
from odoo import api, fields, models, _
from odoo.exceptions import ValidationError
class HrPayslip(models.Model):
_inherit = 'hr.payslip'
@api.multi
@api.depends('move_id', 'move_id.line_ids.full_reconcile_id')
def _is_paid(self):
for payslip in self:
payslip.is_paid = (
payslip.move_id and len(payslip.move_id.line_ids.filtered(lambda l: (
l.partner_id.id == payslip.employee_id.address_home_id.id and
l.account_id.internal_type == 'payable' and
not l.reconciled
))) == 0
)
is_paid = fields.Boolean(string="Has been Paid", compute='_is_paid', store=True)
class HrPayrollRegisterPaymentWizard(models.TransientModel):
_name = "hr.payroll.register.payment.wizard"
_description = "Hr Payroll Register Payment wizard"
@api.model
def _default_partner_id(self):
context = dict(self._context or {})
active_ids = context.get('active_ids', [])
payslip = self.env['hr.payslip'].browse(active_ids)
return payslip.employee_id.address_home_id.id
@api.model
def _default_amount(self):
context = dict(self._context or {})
active_ids = context.get('active_ids', [])
payslip = self.env['hr.payslip'].browse(active_ids)
amount = 0.0
for line in payslip.move_id.line_ids:
if line.account_id.internal_type == 'payable' and line.partner_id.id == payslip.employee_id.address_home_id.id:
amount += abs(line.balance)
return amount
@api.model
def _default_communication(self):
context = dict(self._context or {})
active_ids = context.get('active_ids', [])
payslip = self.env['hr.payslip'].browse(active_ids)
return payslip.number
partner_id = fields.Many2one('res.partner', string='Partner', required=True, default=_default_partner_id)
journal_id = fields.Many2one('account.journal', string='Payment Method', required=True, domain=[('type', 'in', ('bank', 'cash'))])
company_id = fields.Many2one('res.company', related='journal_id.company_id', string='Company', readonly=True, required=True)
payment_method_id = fields.Many2one('account.payment.method', string='Payment Type', required=True)
amount = fields.Monetary(string='Payment Amount', required=True, default=_default_amount)
currency_id = fields.Many2one('res.currency', string='Currency', required=True, default=lambda self: self.env.user.company_id.currency_id)
payment_date = fields.Date(string='Payment Date', default=fields.Date.context_today, required=True)
communication = fields.Char(string='Memo', default=_default_communication)
hide_payment_method = fields.Boolean(compute='_compute_hide_payment_method',
help="Technical field used to hide the payment method if the selected journal has only one available which is 'manual'")
@api.one
@api.constrains('amount')
def _check_amount(self):
if not self.amount > 0.0:
raise ValidationError('The payment amount must be strictly positive.')
@api.one
@api.depends('journal_id')
def _compute_hide_payment_method(self):
if not self.journal_id:
self.hide_payment_method = True
return
journal_payment_methods = self.journal_id.outbound_payment_method_ids
self.hide_payment_method = len(journal_payment_methods) == 1 and journal_payment_methods[0].code == 'manual'
@api.onchange('journal_id')
def _onchange_journal(self):
if self.journal_id:
# Set default payment method (we consider the first to be the default one)
payment_methods = self.journal_id.outbound_payment_method_ids
self.payment_method_id = payment_methods and payment_methods[0] or False
# Set payment method domain (restrict to methods enabled for the journal and to selected payment type)
return {'domain': {'payment_method_id': [('payment_type', '=', 'outbound'), ('id', 'in', payment_methods.ids)]}}
return {}
@api.multi
def payroll_post_payment(self):
self.ensure_one()
context = dict(self._context or {})
active_ids = context.get('active_ids', [])
payslip = self.env['hr.payslip'].browse(active_ids)
# Create payment and post it
payment = self.env['account.payment'].create({
'partner_type': 'supplier',
'payment_type': 'outbound',
'partner_id': self.partner_id.id,
'journal_id': self.journal_id.id,
'company_id': self.company_id.id,
'payment_method_id': self.payment_method_id.id,
'amount': self.amount,
'currency_id': self.currency_id.id,
'payment_date': self.payment_date,
'communication': self.communication
})
payment.post()
# Reconcile the payment and the payroll, i.e. lookup on the payable account move lines
account_move_lines_to_reconcile = self.env['account.move.line']
for line in payment.move_line_ids:
if line.account_id.internal_type == 'payable':
account_move_lines_to_reconcile |= line
for line in payslip.move_id.line_ids:
if line.account_id.internal_type == 'payable' and line.partner_id.id == self.partner_id.id:
account_move_lines_to_reconcile |= line
account_move_lines_to_reconcile.reconcile()
return {'type': 'ir.actions.act_window_close'}

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hr_payroll_payment/hr_payroll_register_payment.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Add Filter for "Needs Payment" -->
<record id="payslip_filter_needs_payment" model="ir.ui.view">
<field name="name">hr.payslip.select</field>
<field name="model">hr.payslip</field>
<field name="priority">20</field>
<field name="inherit_id" ref="hr_payroll.view_hr_payslip_filter"/>
<field name="arch" type="xml">
<data>
<xpath expr="//filter[last()]" position="after">
<filter string="Needs Payment" domain="[('is_paid', '=', False)]" help="Needs Payment Slip"/>
</xpath>
</data>
</field>
</record>
<!-- Wizard view to register payment -->
<record id="hr_payroll_register_payment_view_form" model="ir.ui.view">
<field name="name">hr.payroll.register.payment.wizard.form</field>
<field name="model">hr.payroll.register.payment.wizard</field>
<field name="arch" type="xml">
<form string="Register Payment">
<sheet>
<field name="id" invisible="1"/>
<div class="oe_title">
<h1>Draft Payment</h1>
</div>
<group>
<group>
<field name="partner_id" required="1" context="{'default_is_company': True, 'default_supplier': True}"/>
<field name="journal_id" widget="selection"/>
<field name="hide_payment_method" invisible="1"/>
<field name="payment_method_id" widget="radio" attrs="{'invisible': [('hide_payment_method', '=', True)]}"/>
<label for="amount"/>
<div name="amount_div" class="o_row">
<field name="amount"/>
<field name="currency_id" options="{'no_create': True, 'no_open': True}" groups="base.group_multi_currency"/>
</div>
</group>
<group>
<field name="payment_date"/>
<field name="communication"/>
</group>
</group>
</sheet>
<footer>
<button string='Validate' name="payroll_post_payment" type="object" class="btn-primary"/>
<button string="Cancel" class="btn-default" special="cancel"/>
</footer>
</form>
</field>
</record>
<!-- Action to launch Wizard for register payment -->
<record id="hr_payroll_register_payment_wizard_action" model="ir.actions.act_window">
<field name="name">Register Payment</field>
<field name="res_model">hr.payroll.register.payment.wizard</field>
<field name="view_type">form</field>
<field name="view_mode">form</field>
<field name="view_id" ref="hr_payroll_register_payment_view_form"/>
<field name="target">new</field>
<field name="context">{'default_payment_type': 'inbound'}</field>
<field name="domain">[('partner_type', '=', 'customer')]</field>
</record>
<!-- Button on Payslip to launch Wizard for register payment -->
<record id="hr_payslip_form" model="ir.ui.view">
<field name="name">hr.payslip.form</field>
<field name="model">hr.payslip</field>
<field name="inherit_id" ref="hr_payroll.view_hr_payslip_form"/>
<field name="arch" type="xml">
<xpath expr="//button[@name='refund_sheet']" position="before">
<button name="%(hr_payroll_payment.hr_payroll_register_payment_wizard_action)d" type="action" string="Register Payment" class="oe_highlight" attrs="{'invisible': ['|', ('state', '!=', 'done'), ('is_paid', '=', True)]}" groups="account.group_account_user"/>
</xpath>
<xpath expr="//field[@name='credit_note']" position="after">
<field name="is_paid" readonly="1"/>
</xpath>
</field>
</record>
</odoo>

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hr_payroll_timesheet/__init__.py Executable file
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# -*- coding: utf-8 -*-
from . import hr_payslip
from . import hr_contract

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hr_payroll_timesheet/__manifest__.py Executable file
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# -*- coding: utf-8 -*-
{
'name': 'Timesheets on Payslips',
'description': 'Get Timesheet and Attendence numbers onto Employee Payslips.',
'version': '11.0.0.0.0',
'website': 'https://hibou.io/',
'author': 'Hibou Corp. <hello@hibou.io>',
'license': 'AGPL-3',
'category': 'Human Resources',
'data': [
'hr_contract_view.xml',
],
'depends': [
'hr_payroll',
'hr_timesheet_attendance',
],
}

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hr_payroll_timesheet/hr_contract.py Executable file
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# -*- coding: utf-8 -*-
from odoo import models, fields
class HrContract(models.Model):
_inherit = 'hr.contract'
paid_hourly = fields.Boolean(string="Paid Hourly", default=False)

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hr_payroll_timesheet/hr_contract_view.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<record id="hr_contract_form_inherit" model="ir.ui.view">
<field name="name">hr.contract.form.inherit</field>
<field name="model">hr.contract</field>
<field name="priority">20</field>
<field name="inherit_id" ref="hr_contract.hr_contract_view_form"/>
<field name="arch" type="xml">
<data>
<xpath expr="//field[@name='wage']" position="after">
<field name="paid_hourly"/>
</xpath>
</data>
</field>
</record>
</data>
</odoo>

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hr_payroll_timesheet/hr_payslip.py Executable file
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# -*- coding: utf-8 -*-
from odoo import api, models
class HrPayslip(models.Model):
_inherit = 'hr.payslip'
@api.model
def get_worked_day_lines(self, contracts, date_from, date_to):
def create_empty_worked_lines(employee_id, contract_id, date_from, date_to):
attendance = {
'name': 'Timesheet Attendance',
'sequence': 10,
'code': 'ATTN',
'number_of_days': 0.0,
'number_of_hours': 0.0,
'contract_id': contract_id,
}
valid_days = [
('sheet_id.employee_id', '=', employee_id),
('sheet_id.state', '=', 'done'),
('sheet_id.date_from', '>=', date_from),
('sheet_id.date_to', '<=', date_to),
]
return attendance, valid_days
attendances = []
for contract in contracts:
attendance, valid_days = create_empty_worked_lines(
contract.employee_id.id,
contract.id,
date_from,
date_to
)
for day in self.env['hr_timesheet_sheet.sheet.day'].search(valid_days):
if day.total_attendance >= 0.0:
attendance['number_of_days'] += 1
attendance['number_of_hours'] += day.total_attendance
# needed so that the shown hours matches any calculations you use them for
attendance['number_of_hours'] = round(attendance['number_of_hours'], 2)
attendances.append(attendance)
res = super(HrPayslip, self).get_worked_day_lines(contracts, date_from, date_to)
res.extend(attendances)
return res

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hr_payslip_line_date/__init__.py Executable file
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# -*- coding: utf-8 -*-
from . import payslip

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hr_payslip_line_date/__manifest__.py Executable file
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# -*- encoding: utf-8 -*-
{
'name': 'Date on Payslip Lines',
'author': 'Hibou Corp. <hello@hibou.io>',
'license': 'AGPL-3',
'category': 'Human Resources',
'depends': ['hr_payroll_account'],
'version': '11.0.0.0.0',
'description': """
Date on Payslip Lines
=====================
* Adds "Date Account" (date) field to payslip line from payslip
* Adds group by date to Payslip Line search view
* Allows filtering by "Date Account" for easy period reporting
""",
'auto_install': True,
'website': 'https://hibou.io/',
'data':[
'payslip_view.xml',
],
'installable': True
}

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hr_payslip_line_date/payslip.py Executable file
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from odoo import models, fields
class PayslipLine(models.Model):
_inherit = 'hr.payslip.line'
date = fields.Date(string="Date Account", related='slip_id.date', store=True)

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hr_payslip_line_date/payslip_view.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<record id="payslip_line_filter_date" model="ir.ui.view">
<field name="name">hr.payslip.line.select</field>
<field name="model">hr.payslip.line</field>
<field name="priority">20</field>
<field name="inherit_id" ref="hr_payroll.view_hr_payslip_line_filter"/>
<field name="arch" type="xml">
<data>
<xpath expr="//group" position="inside">
<filter string="Account Date" name="date" context="{'group_by':'date'}"/>
</xpath>
</data>
</field>
</record>
</data>
</odoo>

0
l10n_ch_hr_payroll_input_name_report/__init__.py Normal file
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l10n_ch_hr_payroll_input_name_report/__manifest__.py Normal file
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# -*- coding: utf-8 -*-
{
'name': 'Swiss Payroll Input Name Report',
'author': 'Hibou Corp. <hello@hibou.io>',
'version': '11.0.0.0.0',
'category': 'Human Resources',
'sequence': 95,
'summary': 'Improves slip reports by using your own Input\'s description',
'description': """
If a Salary Rule\'s Code is identical to an Input's Code, then the input's description
will appear on the payslip report where the rule is displayed.
""",
'website': 'https://hibou.io/',
'depends': ['l10n_ch_hr_payroll_report'],
'data': ['hr_payroll_input_name_report.xml'],
'installable': True,
'application': False,
}

16
l10n_ch_hr_payroll_input_name_report/hr_payroll_input_name_report.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="report_payslip" model="ir.ui.view">
<field name="name">l10n_ch_hr_payroll_input_name_report.report_payslip</field>
<field name="inherit_id" ref="l10n_ch_hr_payroll_report.report_payslip"/>
<field name="priority" eval="2"/>
<field name="arch" type="xml">
<xpath expr="//tr/td/span[t-field='line.name']" position="replace">
<span t-field="line.name" t-if="not line.salary_rule_id.note and not o.input_line_ids.filtered(lambda i: i.code == line.code)"/>
<span t-field="o.input_line_ids.filtered(lambda i: i.code == line.code)[0].name" t-if="not line.salary_rule_id.note and o.input_line_ids.filtered(lambda i: i.code == line.code)"/>
</xpath>
</field>
</record>
</odoo>

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l10n_us_fl_hr_payroll/__init__.py Executable file
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# -*- coding: utf-8 -*-
from . import us_fl_hr_payroll

29
l10n_us_fl_hr_payroll/__manifest__.py Executable file
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# -*- encoding: utf-8 -*-
{
'name': 'USA - Florida - Payroll',
'author': 'Hibou Corp. <hello@hibou.io>',
'license': 'AGPL-3',
'category': 'Localization',
'depends': ['l10n_us_hr_payroll'],
'version': '11.0.2017.0.0',
'description': """
USA::Florida Payroll Rules.
===========================
* Florida Department of Revenue partner
* Contribution register for Florida DoR
* Company level Florida Unemployment Rate
""",
'auto_install': False,
'website': 'https://hibou.io/',
'data':[
'us_fl_hr_payroll_view.xml',
'data/base.xml',
'data/rules_2016.xml',
'data/rules_2017.xml',
'data/rules_2018.xml',
'data/final.xml',
],
'installable': True
}

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l10n_us_fl_hr_payroll/data/base.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<!-- CONTRIBUTION REGISTERS -->
<record id="res_partner_fldor" model="res.partner">
<field name="name">Florida Department of Revenue</field>
<field name="supplier">1</field>
<field eval="0" name="customer"/>
</record>
<record id="contrib_register_fldor" model="hr.contribution.register">
<field name="name">Florida Unemployment</field>
<field name="note">Florida Department of Revenue - Unemployment</field>
<field name="partner_id" ref="res_partner_fldor"/>
</record>
<!-- HR SALARY RULE CATEGORIES-->
<record id="hr_payroll_fl_unemp_wages" model="hr.salary.rule.category">
<field name="name">Florida Unemployment - Wages</field>
<field name="code">FL_UNEMP_WAGES</field>
</record>
<record id="hr_payroll_fl_unemp" model="hr.salary.rule.category">
<field name="name">Florida Unemployment</field>
<field name="code">FL_UNEMP</field>
<field name="parent_id" ref="hr_payroll.COMP"/>
</record>
</data>
</odoo>

24
l10n_us_fl_hr_payroll/data/final.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<!-- HR PAYROLL STRUCTURE -->
<record id="hr_payroll_salary_structure_us_fl_employee" model="hr.payroll.structure">
<field name="code">US_FL_EMP</field>
<field name="name">USA Florida Employee</field>
<field eval="[(6, 0, [
ref('hr_payroll_rules_fl_unemp_wages_2016'),
ref('hr_payroll_rules_fl_unemp_2016'),
ref('hr_payroll_rules_fl_unemp_wages_2017'),
ref('hr_payroll_rules_fl_unemp_2017'),
ref('hr_payroll_rules_fl_unemp_wages_2018'),
ref('hr_payroll_rules_fl_unemp_2018'),
])]" name="rule_ids"/>
<field name="company_id" ref="base.main_company"/>
<field name="parent_id" ref="l10n_us_hr_payroll.hr_payroll_salary_structure_us_employee"/>
</record>
</data>
</odoo>

49
l10n_us_fl_hr_payroll/data/rules_2016.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<!-- HR SALARY RULES-->
<record id="hr_payroll_rules_fl_unemp_wages_2016" model="hr.salary.rule">
<field name="sequence" eval="423"/>
<field name="category_id" ref="hr_payroll_fl_unemp_wages"/>
<field name="name">Florida Unemployment - Wages (2016)</field>
<field name="code">FL_UNEMP_WAGES_2016</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2016')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
###
ytd = payslip.sum('FL_UNEMP_WAGES_2016', '2016-01-01', '2017-01-01')
ytd += contract.external_wages
remaining = 7000.0 - ytd
if remaining &lt;= 0.0:
result = 0
elif remaining &lt; categories.GROSS:
result = remaining
else:
result = categories.GROSS
</field>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_fl_unemp_2016" model="hr.salary.rule">
<field name="sequence" eval="443"/>
<field name="category_id" ref="hr_payroll_fl_unemp"/>
<field name="name">Florida Unemployment (2016)</field>
<field name="code">FL_UNEMP_2016</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2016')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
result_rate = -contract.fl_unemp_rate(2016)
result = categories.FL_UNEMP_WAGES
# result_rate of 0 implies 100% due to bug
if result_rate == 0.0:
result = 0.0
</field>
<field name="register_id" ref="contrib_register_fldor"/>
<field name="appears_on_payslip" eval="False"/>
</record>
</data>
</odoo>

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l10n_us_fl_hr_payroll/data/rules_2017.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<!-- HR SALARY RULES-->
<record id="hr_payroll_rules_fl_unemp_wages_2017" model="hr.salary.rule">
<field name="sequence" eval="423"/>
<field name="category_id" ref="hr_payroll_fl_unemp_wages"/>
<field name="name">Florida Unemployment - Wages (2017)</field>
<field name="code">FL_UNEMP_WAGES_2017</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2017')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
###
ytd = payslip.sum('FL_UNEMP_WAGES_2017', '2017-01-01', '2018-01-01')
ytd += contract.external_wages
remaining = 7000.0 - ytd
if remaining &lt;= 0.0:
result = 0
elif remaining &lt; categories.GROSS:
result = remaining
else:
result = categories.GROSS
</field>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_fl_unemp_2017" model="hr.salary.rule">
<field name="sequence" eval="443"/>
<field name="category_id" ref="hr_payroll_fl_unemp"/>
<field name="name">Florida Unemployment (2017)</field>
<field name="code">FL_UNEMP_2017</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2017')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
result_rate = -contract.fl_unemp_rate(2017)
result = categories.FL_UNEMP_WAGES
# result_rate of 0 implies 100% due to bug
if result_rate == 0.0:
result = 0.0
</field>
<field name="register_id" ref="contrib_register_fldor"/>
<field name="appears_on_payslip" eval="False"/>
</record>
</data>
</odoo>

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l10n_us_fl_hr_payroll/data/rules_2018.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<!-- HR SALARY RULES-->
<record id="hr_payroll_rules_fl_unemp_wages_2018" model="hr.salary.rule">
<field name="sequence" eval="423"/>
<field name="category_id" ref="hr_payroll_fl_unemp_wages"/>
<field name="name">Florida Unemployment - Wages (2018)</field>
<field name="code">FL_UNEMP_WAGES_2018</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2018')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
###
ytd = payslip.sum('FL_UNEMP_WAGES_2018', '2018-01-01', '2019-01-01')
ytd += contract.external_wages
remaining = 7000.0 - ytd
if remaining &lt;= 0.0:
result = 0
elif remaining &lt; categories.GROSS:
result = remaining
else:
result = categories.GROSS
</field>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_fl_unemp_2018" model="hr.salary.rule">
<field name="sequence" eval="443"/>
<field name="category_id" ref="hr_payroll_fl_unemp"/>
<field name="name">Florida Unemployment (2018)</field>
<field name="code">FL_UNEMP_2018</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2018')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
result_rate = -contract.fl_unemp_rate(2018)
result = categories.FL_UNEMP_WAGES
# result_rate of 0 implies 100% due to bug
if result_rate == 0.0:
result = 0.0
</field>
<field name="register_id" ref="contrib_register_fldor"/>
<field name="appears_on_payslip" eval="False"/>
</record>
</data>
</odoo>

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l10n_us_fl_hr_payroll/tests/__init__.py Executable file
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# -*- coding: utf-8 -*-
from . import test_us_fl_payslip_2016
from . import test_us_fl_payslip_2017
from . import test_us_fl_payslip_2018

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l10n_us_fl_hr_payroll/tests/test_us_fl_payslip_2016.py Executable file
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# -*- coding: utf-8 -*-
from odoo.addons.l10n_us_hr_payroll.tests.test_us_payslip import TestUsPayslip, process_payslip
from odoo.addons.l10n_us_hr_payroll.l10n_us_hr_payroll import USHrContract
class TestUsFlPayslip(TestUsPayslip):
###
# 2016 Taxes and Rates
###
def test_2016_taxes(self):
salary = 5000.0;
## tax maximums
FL_UNEMP_MAX_WAGE = 7000.0
employee = self._createEmployee()
employee.company_id.fl_unemp_rate_2016 = 2.7
contract = self._createContract(employee, salary, struct_id=self.ref('l10n_us_fl_hr_payroll.hr_payroll_salary_structure_us_fl_employee'))
## tax rates
FL_UNEMP = contract.fl_unemp_rate(2016) / -100.0
self._log('2016 Florida tax first payslip:')
payslip = self._createPayslip(employee, '2016-01-01', '2016-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FL_UNEMP_WAGES'], salary)
self.assertPayrollEqual(cats['FL_UNEMP'], cats['FL_UNEMP_WAGES'] * FL_UNEMP)
process_payslip(payslip)
# Make a new payslip, this one will have maximums
remaining_fl_unemp_wages = FL_UNEMP_MAX_WAGE - salary if (FL_UNEMP_MAX_WAGE - 2*salary < salary) else salary
self._log('2016 Florida tax second payslip:')
payslip = self._createPayslip(employee, '2016-02-01', '2016-02-29') # 2016 is a leap year
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FL_UNEMP_WAGES'], remaining_fl_unemp_wages)
self.assertPayrollEqual(cats['FL_UNEMP'], remaining_fl_unemp_wages * FL_UNEMP)
def test_2016_taxes_with_external(self):
salary = 5000.0;
external_wages = 6000.0
employee = self._createEmployee()
employee.company_id.fl_unemp_rate_2016 = 2.7
contract = self._createContract(employee, salary, external_wages=external_wages, struct_id=self.ref('l10n_us_fl_hr_payroll.hr_payroll_salary_structure_us_fl_employee'))
## tax maximums
FL_UNEMP_MAX_WAGE = 7000.0
## tax rates
FL_UNEMP = contract.fl_unemp_rate(2016) / -100.0
self._log('2016 Forida_external tax first payslip:')
payslip = self._createPayslip(employee, '2016-01-01', '2016-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FL_UNEMP_WAGES'], FL_UNEMP_MAX_WAGE - external_wages)
self.assertPayrollEqual(cats['FL_UNEMP'], cats['FL_UNEMP_WAGES'] * FL_UNEMP)
def test_2016_taxes_with_state_exempt(self):
salary = 5000.0;
external_wages = 6000.0
employee = self._createEmployee()
employee.company_id.fl_unemp_rate_2016 = 2.7
contract = self._createContract(employee, salary, external_wages=external_wages, struct_id=self.ref(
'l10n_us_fl_hr_payroll.hr_payroll_salary_structure_us_fl_employee'), futa_type=USHrContract.FUTA_TYPE_BASIC)
## tax maximums
FL_UNEMP_MAX_WAGE = 7000.0
## tax rates
FL_UNEMP = contract.fl_unemp_rate(2016) / -100.0
self.assertPayrollEqual(FL_UNEMP, 0.0)
self._log('2016 Forida_external tax first payslip:')
payslip = self._createPayslip(employee, '2016-01-01', '2016-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FL_UNEMP_WAGES'], FL_UNEMP_MAX_WAGE - external_wages)
self.assertPayrollEqual(cats['FL_UNEMP'], cats['FL_UNEMP_WAGES'] * FL_UNEMP)

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l10n_us_fl_hr_payroll/tests/test_us_fl_payslip_2017.py Executable file
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# -*- coding: utf-8 -*-
from odoo.addons.l10n_us_hr_payroll.tests.test_us_payslip import TestUsPayslip, process_payslip
from odoo.addons.l10n_us_hr_payroll.l10n_us_hr_payroll import USHrContract
class TestUsFlPayslip(TestUsPayslip):
###
# 2017 Taxes and Rates
###
FL_UNEMP_MAX_WAGE = 7000.0
def test_2017_taxes(self):
salary = 5000.0
employee = self._createEmployee()
employee.company_id.fl_unemp_rate_2017 = 2.7
contract = self._createContract(employee, salary, struct_id=self.ref('l10n_us_fl_hr_payroll.hr_payroll_salary_structure_us_fl_employee'))
# tax rates
fl_unemp = contract.fl_unemp_rate(2017) / -100.0
self._log('2017 Florida tax first payslip:')
payslip = self._createPayslip(employee, '2017-01-01', '2017-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FL_UNEMP_WAGES'], salary)
self.assertPayrollEqual(cats['FL_UNEMP'], cats['FL_UNEMP_WAGES'] * fl_unemp)
process_payslip(payslip)
# Make a new payslip, this one will have maximums
remaining_fl_unemp_wages = self.FL_UNEMP_MAX_WAGE - salary if (self.FL_UNEMP_MAX_WAGE - 2*salary < salary) \
else salary
self._log('2017 Florida tax second payslip:')
payslip = self._createPayslip(employee, '2017-02-01', '2017-02-28')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FL_UNEMP_WAGES'], remaining_fl_unemp_wages)
self.assertPayrollEqual(cats['FL_UNEMP'], remaining_fl_unemp_wages * fl_unemp)
def test_2017_taxes_with_external(self):
salary = 5000.0
external_wages = 6000.0
employee = self._createEmployee()
employee.company_id.fl_unemp_rate_2017 = 2.7
contract = self._createContract(employee, salary, external_wages=external_wages,
struct_id=self.ref('l10n_us_fl_hr_payroll.hr_payroll_salary_structure_us_fl_employee'))
# tax rates
fl_unemp = contract.fl_unemp_rate(2017) / -100.0
self._log('2017 Forida_external tax first payslip:')
payslip = self._createPayslip(employee, '2017-01-01', '2017-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FL_UNEMP_WAGES'], self.FL_UNEMP_MAX_WAGE - external_wages)
self.assertPayrollEqual(cats['FL_UNEMP'], cats['FL_UNEMP_WAGES'] * fl_unemp)
def test_2017_taxes_with_state_exempt(self):
salary = 5000.0
external_wages = 6000.0
employee = self._createEmployee()
employee.company_id.fl_unemp_rate_2017 = 2.7
contract = self._createContract(employee, salary, external_wages=external_wages, struct_id=self.ref(
'l10n_us_fl_hr_payroll.hr_payroll_salary_structure_us_fl_employee'), futa_type=USHrContract.FUTA_TYPE_BASIC)
# tax rates
fl_unemp = contract.fl_unemp_rate(2017) / -100.0
self.assertPayrollEqual(fl_unemp, 0.0)
self._log('2017 Forida_external tax first payslip:')
payslip = self._createPayslip(employee, '2017-01-01', '2017-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FL_UNEMP_WAGES'], self.FL_UNEMP_MAX_WAGE - external_wages)
self.assertPayrollEqual(cats['FL_UNEMP'], cats['FL_UNEMP_WAGES'] * fl_unemp)

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l10n_us_fl_hr_payroll/tests/test_us_fl_payslip_2018.py Executable file
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# -*- coding: utf-8 -*-
from odoo.addons.l10n_us_hr_payroll.tests.test_us_payslip import TestUsPayslip, process_payslip
from odoo.addons.l10n_us_hr_payroll.l10n_us_hr_payroll import USHrContract
class TestUsFlPayslip(TestUsPayslip):
###
# 2018 Taxes and Rates
###
FL_UNEMP_MAX_WAGE = 7000.0
def test_2018_taxes(self):
salary = 5000.0
employee = self._createEmployee()
employee.company_id.fl_unemp_rate_2018 = 2.7
contract = self._createContract(employee, salary, struct_id=self.ref('l10n_us_fl_hr_payroll.hr_payroll_salary_structure_us_fl_employee'))
# tax rates
fl_unemp = contract.fl_unemp_rate(2018) / -100.0
self._log('2018 Florida tax first payslip:')
payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FL_UNEMP_WAGES'], salary)
self.assertPayrollEqual(cats['FL_UNEMP'], cats['FL_UNEMP_WAGES'] * fl_unemp)
process_payslip(payslip)
# Make a new payslip, this one will have maximums
remaining_fl_unemp_wages = self.FL_UNEMP_MAX_WAGE - salary if (self.FL_UNEMP_MAX_WAGE - 2*salary < salary) \
else salary
self._log('2018 Florida tax second payslip:')
payslip = self._createPayslip(employee, '2018-02-01', '2018-02-28')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FL_UNEMP_WAGES'], remaining_fl_unemp_wages)
self.assertPayrollEqual(cats['FL_UNEMP'], remaining_fl_unemp_wages * fl_unemp)
def test_2018_taxes_with_external(self):
salary = 5000.0
external_wages = 6000.0
employee = self._createEmployee()
employee.company_id.fl_unemp_rate_2018 = 2.7
contract = self._createContract(employee, salary, external_wages=external_wages,
struct_id=self.ref('l10n_us_fl_hr_payroll.hr_payroll_salary_structure_us_fl_employee'))
# tax rates
fl_unemp = contract.fl_unemp_rate(2018) / -100.0
self._log('2018 Forida_external tax first payslip:')
payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FL_UNEMP_WAGES'], self.FL_UNEMP_MAX_WAGE - external_wages)
self.assertPayrollEqual(cats['FL_UNEMP'], cats['FL_UNEMP_WAGES'] * fl_unemp)
def test_2018_taxes_with_state_exempt(self):
salary = 5000.0
external_wages = 6000.0
employee = self._createEmployee()
employee.company_id.fl_unemp_rate_2018 = 2.7
contract = self._createContract(employee, salary, external_wages=external_wages, struct_id=self.ref(
'l10n_us_fl_hr_payroll.hr_payroll_salary_structure_us_fl_employee'), futa_type=USHrContract.FUTA_TYPE_BASIC)
# tax rates
fl_unemp = contract.fl_unemp_rate(2018) / -100.0
self.assertPayrollEqual(fl_unemp, 0.0)
self._log('2018 Forida_external tax first payslip:')
payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FL_UNEMP_WAGES'], self.FL_UNEMP_MAX_WAGE - external_wages)
self.assertPayrollEqual(cats['FL_UNEMP'], cats['FL_UNEMP_WAGES'] * fl_unemp)

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l10n_us_fl_hr_payroll/us_fl_hr_payroll.py Executable file
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from odoo import models, fields, api
class USFLHrContract(models.Model):
_inherit = 'hr.contract'
@api.multi
def fl_unemp_rate(self, year):
self.ensure_one()
if self.futa_type == self.FUTA_TYPE_BASIC:
return 0.0
if hasattr(self.employee_id.company_id, 'fl_unemp_rate_' + str(year)):
return self.employee_id.company_id['fl_unemp_rate_' + str(year)]
raise NotImplemented('Year (' + str(year) + ') Not implemented for US Florida.')
class FLCompany(models.Model):
_inherit = 'res.company'
# Defaults from :: http://floridarevenue.com/dor/taxes/reemployment.html
fl_unemp_rate_2016 = fields.Float(string="Florida Unemployment Rate 2016", default=2.7)
fl_unemp_rate_2017 = fields.Float(string="Florida Unemployment Rate 2017", default=2.7)
fl_unemp_rate_2018 = fields.Float(string="Florida Unemployment Rate 2018", default=2.7)

20
l10n_us_fl_hr_payroll/us_fl_hr_payroll_view.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<record id="us_fl_view_company_form" model="ir.ui.view">
<field name="name">res.company.form</field>
<field name="model">res.company</field>
<field name="priority">20</field>
<field name="inherit_id" ref="base.view_company_form"/>
<field name="arch" type="xml">
<data>
<xpath expr="//field[@name='currency_id']" position="after">
<field name="fl_unemp_rate_2016"/>
<field name="fl_unemp_rate_2017"/>
<field name="fl_unemp_rate_2018"/>
</xpath>
</data>
</field>
</record>
</data>
</odoo>

3
l10n_us_hr_payroll/__init__.py Executable file
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# -*- coding: utf-8 -*-
from . import l10n_us_hr_payroll

32
l10n_us_hr_payroll/__manifest__.py Executable file
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# -*- encoding: utf-8 -*-
{
'name': 'USA - Payroll',
'author': 'Hibou Corp. <hello@hibou.io>',
'license': 'AGPL-3',
'category': 'Localization',
'depends': ['hr_payroll'],
'version': '11.0.2017.0.0',
'description': """
USA Payroll Rules.
==================
* Contract W4 Filing Status & Allowances
* FICA Social Security (with wages cap)
* FICA Medicare
* FICA Additioal Medicare Wages & Tax
* FUTA Federal Unemployment (with wages cap)
* Federal Income Tax Withholdings based on W4 values
""",
'auto_install': False,
'website': 'https://hibou.io/',
'data': [
'l10n_us_hr_payroll_view.xml',
'data/base.xml',
'data/rules_2016.xml',
'data/rules_2017.xml',
'data/rules_2018.xml',
'data/final.xml',
],
'installable': True
}

136
l10n_us_hr_payroll/data/base.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<!-- CONTRIBUTION REGISTERS -->
<record id="res_partner_eftps_941" model="res.partner">
<field name="name">EFTPS - Form 941</field>
<field name="supplier">1</field>
<field eval="0" name="customer"/>
</record>
<record id="res_partner_eftps_940" model="res.partner">
<field name="name">EFTPS - Form 940</field>
<field name="supplier">1</field>
<field eval="0" name="customer"/>
</record>
<record id="contrib_register_eftps_941" model="hr.contribution.register">
<field name="name">EFTPS - 941 (FICA + Federal Witholding)</field>
<field name="note">Electronic Federal Tax Payment System - Form 941</field>
<field name="partner_id" ref="res_partner_eftps_941"/>
</record>
<record id="contrib_register_eftps_940" model="hr.contribution.register">
<field name="name">EFTPS - 940 (FUTA)</field>
<field name="note">Electronic Federal Tax Payment System - Form 940</field>
<field name="partner_id" ref="res_partner_eftps_940"/>
</record>
<!-- HR SALARY RULE CATEGORIES-->
<record id="hr_payroll_fica_emp_ss_wages" model="hr.salary.rule.category">
<field name="name">FICA Employee Social Security - Wages</field>
<field name="code">FICA_EMP_SS_WAGES</field>
</record>
<record id="hr_payroll_fica_emp_m_wages" model="hr.salary.rule.category">
<field name="name">FICA Employee Medicare - Wages</field>
<field name="code">FICA_EMP_M_WAGES</field>
</record>
<record id="hr_payroll_fica_emp_m_add_wages" model="hr.salary.rule.category">
<field name="name">FICA Employee Medicare Additional - Wages</field>
<field name="code">FICA_EMP_M_ADD_WAGES</field>
</record>
<record id="hr_payroll_futa_wages" model="hr.salary.rule.category">
<field name="name">FUTA Federal Unemployment - Wages</field>
<field name="code">FUTA_WAGES</field>
</record>
<record id="hr_payroll_fica_emp_ss" model="hr.salary.rule.category">
<field name="name">FICA Employee Social Security</field>
<field name="code">FICA_EMP_SS</field>
<field name="parent_id" ref="hr_payroll.DED"/>
</record>
<record id="hr_payroll_fica_emp_m" model="hr.salary.rule.category">
<field name="name">FICA Employee Medicare</field>
<field name="code">FICA_EMP_M</field>
<field name="parent_id" ref="hr_payroll.DED"/>
</record>
<record id="hr_payroll_fica_emp_m_add" model="hr.salary.rule.category">
<field name="name">FICA Employee Medicare Additional</field>
<field name="code">FICA_EMP_M_ADD</field>
<field name="parent_id" ref="hr_payroll.DED"/>
</record>
<record id="hr_payroll_fed_income_withhold" model="hr.salary.rule.category">
<field name="name">Federal Income Withholding</field>
<field name="code">FED_INC_WITHHOLD</field>
<field name="parent_id" ref="hr_payroll.DED"/>
</record>
<record id="hr_payroll_fica_comp_ss" model="hr.salary.rule.category">
<field name="name">FICA Company Social Security</field>
<field name="code">FICA_COMP_SS</field>
<field name="parent_id" ref="hr_payroll.COMP"/>
</record>
<record id="hr_payroll_fica_comp_m" model="hr.salary.rule.category">
<field name="name">FICA Company Medicare</field>
<field name="code">FICA_COMP_M</field>
<field name="parent_id" ref="hr_payroll.COMP"/>
</record>
<record id="hr_payroll_futa" model="hr.salary.rule.category">
<field name="name">FUTA Federal Unemployment</field>
<field name="code">FUTA</field>
<field name="parent_id" ref="hr_payroll.COMP"/>
</record>
<!-- HR SALARY RULES-->
<!-- Employee Deductions and Calculations -->
<!-- Company Contributions -->
<record id="hr_payroll_rules_fica_comp_ss" model="hr.salary.rule">
<field name="sequence" eval="440"/>
<field name="category_id" ref="hr_payroll_fica_comp_ss"/>
<field name="name">FICA Company Social Security</field>
<field name="code">FICA_COMP_SS</field>
<field name="condition_select">none</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">result = categories.FICA_EMP_SS</field>
<field name="register_id" ref="contrib_register_eftps_941"/>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_fica_comp_m" model="hr.salary.rule">
<field name="sequence" eval="441"/>
<field name="category_id" ref="hr_payroll_fica_comp_m"/>
<field name="name">FICA Company Medicare</field>
<field name="code">FICA_COMP_M</field>
<field name="condition_select">none</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">result = categories.FICA_EMP_M</field>
<field name="register_id" ref="contrib_register_eftps_941"/>
<field name="appears_on_payslip" eval="False"/>
</record>
<!-- Salary Rules -->
<!-- Company Contributions -->
<record id="hr_payroll_rules_fica_comp_ss" model="hr.salary.rule">
<field name="sequence" eval="440"/>
<field name="category_id" ref="hr_payroll_fica_comp_ss"/>
<field name="name">FICA Company Social Security</field>
<field name="code">FICA_COMP_SS</field>
<field name="condition_select">none</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">result = categories.FICA_EMP_SS</field>
<field name="register_id" ref="contrib_register_eftps_941"/>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_fica_comp_m" model="hr.salary.rule">
<field name="sequence" eval="441"/>
<field name="category_id" ref="hr_payroll_fica_comp_m"/>
<field name="name">FICA Company Medicare</field>
<field name="code">FICA_COMP_M</field>
<field name="condition_select">none</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">result = categories.FICA_EMP_M</field>
<field name="register_id" ref="contrib_register_eftps_941"/>
<field name="appears_on_payslip" eval="False"/>
</record>
</data>
</odoo>

51
l10n_us_hr_payroll/data/final.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<!-- HR PAYROLL STRUCTURE -->
<record id="hr_payroll_salary_structure_us_employee" model="hr.payroll.structure">
<field name="code">US_EMP</field>
<field name="name">USA Employee</field>
<field eval="[(6, 0, [
ref('hr_payroll_rules_fica_comp_ss'),
ref('hr_payroll_rules_fica_comp_m'),
ref('hr_payroll_rules_fica_emp_ss_wages_2016'),
ref('hr_payroll_rules_fica_emp_m_wages_2016'),
ref('hr_payroll_rules_fica_emp_m_add_wages_2016'),
ref('hr_payroll_rules_fica_emp_ss_2016'),
ref('hr_payroll_rules_fica_emp_m_2016'),
ref('hr_payroll_rules_fica_emp_m_add_2016'),
ref('hr_payroll_rules_futa_wages_2016'),
ref('hr_payroll_rules_futa_2016'),
ref('hr_payroll_rules_fed_inc_withhold_2016_single'),
ref('hr_payroll_rules_fed_inc_withhold_2016_married'),
ref('hr_payroll_rules_fica_emp_ss_wages_2017'),
ref('hr_payroll_rules_fica_emp_m_wages_2017'),
ref('hr_payroll_rules_fica_emp_m_add_wages_2017'),
ref('hr_payroll_rules_fica_emp_ss_2017'),
ref('hr_payroll_rules_fica_emp_m_2017'),
ref('hr_payroll_rules_fica_emp_m_add_2017'),
ref('hr_payroll_rules_futa_wages_2017'),
ref('hr_payroll_rules_futa_2017'),
ref('hr_payroll_rules_fed_inc_withhold_2017_single'),
ref('hr_payroll_rules_fed_inc_withhold_2017_married'),
ref('hr_payroll_rules_fica_emp_ss_wages_2018'),
ref('hr_payroll_rules_fica_emp_m_wages_2018'),
ref('hr_payroll_rules_fica_emp_m_add_wages_2018'),
ref('hr_payroll_rules_fica_emp_ss_2018'),
ref('hr_payroll_rules_fica_emp_m_2018'),
ref('hr_payroll_rules_fica_emp_m_add_2018'),
ref('hr_payroll_rules_futa_wages_2018'),
ref('hr_payroll_rules_futa_2018'),
ref('hr_payroll_rules_fed_inc_withhold_2018_single'),
ref('hr_payroll_rules_fed_inc_withhold_2018_married'),
])]" name="rule_ids"/>
<field name="company_id" ref="base.main_company"/>
<field name="parent_id" ref="hr_payroll.structure_base"/>
</record>
</data>
</odoo>

604
l10n_us_hr_payroll/data/rules_2016.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<!-- HR SALARY RULES-->
<!-- Employee Deductions and Calculations -->
<record id="hr_payroll_rules_fica_emp_ss_wages_2016" model="hr.salary.rule">
<field name="sequence" eval="120"/>
<field name="category_id" ref="hr_payroll_fica_emp_ss_wages"/>
<field name="name">FICA Employee Social Security Wages (2016)</field>
<field name="code">FICA_EMP_SS_WAGES_2016</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2016')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
###
ytd = payslip.sum('FICA_EMP_SS_WAGES_2016', '2016-01-01', '2017-01-01')
ytd += contract.external_wages
remaining = 118500.0 - ytd
if remaining &lt;= 0.0:
result = 0
elif remaining &lt; categories.GROSS:
result = remaining
else:
result = categories.GROSS
</field>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_fica_emp_m_wages_2016" model="hr.salary.rule">
<field name="sequence" eval="121"/>
<field name="category_id" ref="hr_payroll_fica_emp_m_wages"/>
<field name="name">FICA Employee Medicare Wages (2016)</field>
<field name="code">FICA_EMP_M_WAGES_2016</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2016')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">result = categories.GROSS</field>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_fica_emp_m_add_wages_2016" model="hr.salary.rule">
<field name="sequence" eval="122"/>
<field name="category_id" ref="hr_payroll_fica_emp_m_add_wages"/>
<field name="name">FICA Employee Medicare Additional Wages (2016)</field>
<field name="code">FICA_EMP_M_ADD_WAGES_2016</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2016')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
###
ADD_M = 200000.0
norm_med_ytd = payslip.sum('FICA_EMP_M_WAGES_2016', '2016-01-01', '2017-01-01')
norm_med_cur = categories.FICA_EMP_M_WAGES
if ADD_M &gt; norm_med_ytd:
diff = ADD_M - norm_med_ytd
if norm_med_cur &gt; diff:
result = norm_med_cur - diff
else:
result = 0 # normal condition
else:
result = norm_med_cur # after YTD wages have passed the max
</field>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_fica_emp_ss_2016" model="hr.salary.rule">
<field name="sequence" eval="140"/>
<field name="category_id" ref="hr_payroll_fica_emp_ss"/>
<field name="name">FICA Employee Social Security (2016)</field>
<field name="code">FICA_EMP_SS_2016</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2016')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
### this should be "rules.FICA_EMP_SS_WAGES_2016", but it doesn't work
result_rate = -6.2
result = categories.FICA_EMP_SS_WAGES
</field>
<field name="register_id" ref="contrib_register_eftps_941"/>
</record>
<record id="hr_payroll_rules_fica_emp_m_2016" model="hr.salary.rule">
<field name="sequence" eval="141"/>
<field name="category_id" ref="hr_payroll_fica_emp_m"/>
<field name="name">FICA Employee Medicare (2016)</field>
<field name="code">FICA_EMP_M_2016</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2016')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
### this should be "rules.FICA_EMP_M_WAGES_2016", but it doesn't work
result_rate = -1.45
result = categories.FICA_EMP_M_WAGES
</field>
<field name="register_id" ref="contrib_register_eftps_941"/>
</record>
<record id="hr_payroll_rules_fica_emp_m_add_2016" model="hr.salary.rule">
<field name="sequence" eval="142"/>
<field name="category_id" ref="hr_payroll_fica_emp_m_add"/>
<field name="name">FICA Employee Medicare Additional (2016)</field>
<field name="code">FICA_EMP_M_ADD_2016</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2016')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
### this should be "rules.FICA_EMP_M_ADD_WAGES_2016", but it doesn't work
result_rate = -0.9
result = categories.FICA_EMP_M_ADD_WAGES
</field>
<field name="register_id" ref="contrib_register_eftps_941"/>
</record>
<!-- Federal Income Tax Withholding -->
<record id="hr_payroll_rules_fed_inc_withhold_2016_single" model="hr.salary.rule">
<field name="sequence" eval="145"/>
<field name="category_id" ref="hr_payroll_fed_income_withhold"/>
<field name="name">Federal Income Withholding - Single (2016)</field>
<field name="code">FED_INC_WITHHOLD_2016_S</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2016' and contract.w4_filing_status != 'married' and contract.w4_filing_status)</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
wages = categories.GROSS
allowances = contract.w4_allowances
is_nra = contract.w4_is_nonresident_alien
schedule_pay = contract.schedule_pay
val = 0.00
additional = contract.w4_additional_withholding
###
# Single WEEKLY
###
if 'weekly' == schedule_pay:
wages -= allowances * 77.90
if is_nra:
wages += 43.30
if wages &gt; 43 and wages &lt;= 222:
val = 0.00 + ((wages - 43) * 0.10)
elif wages &gt; 222 and wages &lt;= 767:
val = 17.90 + ((wages - 222) * 0.15)
elif wages &gt; 767 and wages &lt;= 1796:
val = 99.65 + ((wages - 767) * 0.25)
elif wages &gt; 1796 and wages &lt;= 3700:
val = 356.90 + ((wages - 1796) * 0.28)
elif wages &gt; 3700 and wages &lt;= 7992:
val = 890.02 + ((wages - 3700) * 0.33)
elif wages &gt; 7992 and wages &lt;= 8025:
val = 2306.38 + ((wages - 7992) * 0.35)
elif wages &gt; 8025:
val = 2317.93 + ((wages - 8025) * 0.396)
###
# Single BIWEEKLY
###
elif 'bi-weekly' == schedule_pay:
wages -= allowances * 155.80
if is_nra:
wages += 86.50
if wages &gt; 87 and wages &lt;= 443:
val = 0.00 + ((wages - 87) * 0.10)
elif wages &gt; 443 and wages &lt;= 1535:
val = 35.60 + ((wages - 443) * 0.15)
elif wages &gt; 1535 and wages &lt;= 3592:
val = 199.40 + ((wages - 1535) * 0.25)
elif wages &gt; 3592 and wages &lt;= 7400:
val = 713.65 + ((wages - 3592) * 0.28)
elif wages &gt; 7400 and wages &lt;= 15985:
val = 1779.89 + ((wages - 7400) * 0.33)
elif wages &gt; 15985 and wages &lt;= 16050:
val = 4612.94 + ((wages - 15985) * 0.35)
elif wages &gt; 16050:
val = 4635.69 + ((wages - 16050) * 0.396)
###
# Single SEMIMONTHLY
###
elif 'semi-monthly' == schedule_pay:
wages -= allowances * 168.80
if is_nra:
wages += 93.80
if wages &gt; 94 and wages &lt;= 480:
val = 0.00 + ((wages - 94) * 0.10)
elif wages &gt; 480 and wages &lt;= 1663:
val = 38.60 + ((wages - 480) * 0.15)
elif wages &gt; 1663 and wages &lt;= 3892:
val = 216.05 + ((wages - 1663) * 0.25)
elif wages &gt; 3892 and wages &lt;= 8017:
val = 773.30 + ((wages - 3892) * 0.28)
elif wages &gt; 8017 and wages &lt;= 17317:
val = 1928.30 + ((wages - 8017) * 0.33)
elif wages &gt; 17317 and wages &lt;= 17388:
val = 4997.30 + ((wages - 17317) * 0.35)
elif wages &gt; 17388:
val = 5022.15 + ((wages - 17388) * 0.396)
###
# Single MONTHLY
###
elif 'monthly' == schedule_pay:
wages -= allowances * 337.50
if is_nra:
wages += 187.50
if wages &gt; 188 and wages &lt;= 960:
val = 0.00 + ((wages - 188) * 0.10)
elif wages &gt; 960 and wages &lt;= 3325:
val = 77.20 + ((wages - 960) * 0.15)
elif wages &gt; 3325 and wages &lt;= 7783:
val = 431.95 + ((wages - 3325) * 0.25)
elif wages &gt; 7783 and wages &lt;= 16033:
val = 1546.45 + ((wages - 7783) * 0.28)
elif wages &gt; 16033 and wages &lt;= 34633:
val = 3856.45 + ((wages - 16033) * 0.33)
elif wages &gt; 34633 and wages &lt;= 34775:
val = 9994.45 + ((wages - 34633) * 0.35)
elif wages &gt; 34775:
val = 10044.15 + ((wages - 34775) * 0.396)
###
# Single QUARTERLY
###
elif 'quarterly' == schedule_pay:
wages -= allowances * 1012.50
if is_nra:
wages += 562.50
if wages &gt; 563 and wages &lt;= 2881:
val = 0.00 + ((wages - 563) * 0.10)
elif wages &gt; 2881 and wages &lt;= 9975:
val = 231.80 + ((wages - 2881) * 0.15)
elif wages &gt; 9975 and wages &lt;= 23350:
val = 1295.90 + ((wages - 9975) * 0.25)
elif wages &gt; 23350 and wages &lt;= 48100:
val = 4639.65 + ((wages - 23350) * 0.28)
elif wages &gt; 48100 and wages &lt;= 103900:
val = 11569.65 + ((wages - 48100) * 0.33)
elif wages &gt; 103900 and wages &lt;= 104325:
val = 29983.65 + ((wages - 103900) * 0.35)
elif wages &gt; 104325:
val = 30132.40 + ((wages - 104325) * 0.396)
###
# Single SEMIANNUAL
###
elif 'semi-annually' == schedule_pay:
wages -= allowances * 2025.00
if is_nra:
wages += 1125.0
if wages &gt; 1125 and wages &lt;= 5763:
val = 0.00 + ((wages - 1125) * 0.10)
elif wages &gt; 5763 and wages &lt;= 19950:
val = 463.80 + ((wages - 5763) * 0.15)
elif wages &gt; 19950 and wages &lt;= 46700:
val = 2591.85 + ((wages - 19950) * 0.25)
elif wages &gt; 46700 and wages &lt;= 96200:
val = 9279.35 + ((wages - 46700) * 0.28)
elif wages &gt; 96200 and wages &lt;= 207800:
val = 23139.35 + ((wages - 96200) * 0.33)
elif wages &gt; 207800 and wages &lt;= 208650:
val = 59967.35 + ((wages - 207800) * 0.35)
elif wages &gt; 208650:
val = 60264.85 + ((wages - 208650) * 0.396)
###
# Single ANNUAL
###
elif 'annually' == schedule_pay:
wages -= allowances * 4050.00
if is_nra:
wages += 2250.0
if wages &gt; 2250 and wages &lt;= 11525:
val = 0.00 + ((wages - 2250) * 0.10)
elif wages &gt; 11525 and wages &lt;= 39900:
val = 927.50 + ((wages - 11525) * 0.15)
elif wages &gt; 39900 and wages &lt;= 93400:
val = 5183.75 + ((wages - 39900) * 0.25)
elif wages &gt; 93400 and wages &lt;= 192400:
val = 18558.75 + ((wages - 93400) * 0.28)
elif wages &gt; 192400 and wages &lt;= 415600:
val = 46278.75 + ((wages - 192400) * 0.33)
elif wages &gt; 415600 and wages &lt;= 417300:
val = 119934.75 + ((wages - 415600) * 0.35)
elif wages &gt; 417300:
val = 120529.75 + ((wages - 417300) * 0.396)
else:
raise Exception('Invalid schedule_pay="' + schedule_pay + '" for W4 Allowance calculation')
result = -(val + additional)
</field>
<field name="register_id" ref="contrib_register_eftps_941"/>
</record>
<record id="hr_payroll_rules_fed_inc_withhold_2016_married" model="hr.salary.rule">
<field name="sequence" eval="145"/>
<field name="category_id" ref="hr_payroll_fed_income_withhold"/>
<field name="name">Federal Income Withholding - Married (2016)</field>
<field name="code">FED_INC_WITHHOLD_2016_M</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2016' and contract.w4_filing_status == 'married')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
wages = categories.GROSS
allowances = contract.w4_allowances
is_nra = contract.w4_is_nonresident_alien
schedule_pay = contract.schedule_pay
val = 0.00
additional = contract.w4_additional_withholding
###
# Married WEEKLY
###
if 'weekly' == schedule_pay:
wages -= allowances * 77.90
if is_nra:
wages += 43.30
if wages &gt; 164 and wages &lt;= 521:
val = 0.00 + ((wages - 164) * 0.10)
elif wages &gt; 521 and wages &lt;= 1613:
val = 35.70 + ((wages - 521) * 0.15)
elif wages &gt; 1613 and wages &lt;= 3086:
val = 199.50 + ((wages - 1613) * 0.25)
elif wages &gt; 3086 and wages &lt;= 4615:
val = 567.75 + ((wages - 3086) * 0.28)
elif wages &gt; 4615 and wages &lt;= 8113:
val = 995.87 + ((wages - 4615) * 0.33)
elif wages &gt; 8113 and wages &lt;= 9144:
val = 2150.21 + ((wages - 8113) * 0.35)
elif wages &gt; 9144:
val = 2511.06 + ((wages - 9144) * 0.396)
###
# Married BIWEEKLY
###
elif 'bi-weekly' == schedule_pay:
wages -= allowances * 155.80
if is_nra:
wages += 86.50
if wages &gt; 329 and wages &lt;= 1042:
val = 0.00 + ((wages - 329) * 0.10)
elif wages &gt; 1042 and wages &lt;= 3225:
val = 71.30 + ((wages - 1042) * 0.15)
elif wages &gt; 3225 and wages &lt;= 6171:
val = 398.75 + ((wages - 3225) * 0.25)
elif wages &gt; 6171 and wages &lt;= 9231:
val = 1135.25 + ((wages - 6171) * 0.28)
elif wages &gt; 9231 and wages &lt;= 16227:
val = 1992.05 + ((wages - 9231) * 0.33)
elif wages &gt; 16227 and wages &lt;= 18288:
val = 4300.73 + ((wages - 16227) * 0.35)
elif wages &gt; 18288:
val = 5022.08 + ((wages - 18288) * 0.396)
###
# Married SEMIMONTHLY
###
elif 'semi-monthly' == schedule_pay:
wages -= allowances * 168.80
if is_nra:
wages += 93.80
if wages &gt; 356 and wages &lt;= 1129:
val = 0.00 + ((wages - 356) * 0.10)
elif wages &gt; 1129 and wages &lt;= 3494:
val = 77.30 + ((wages - 1129) * 0.15)
elif wages &gt; 3494 and wages &lt;= 6685:
val = 432.05 + ((wages - 3494) * 0.25)
elif wages &gt; 6685 and wages &lt;= 10000:
val = 1229.80 + ((wages - 6685) * 0.28)
elif wages &gt; 10000 and wages &lt;= 17579:
val = 2158.00 + ((wages - 10000) * 0.33)
elif wages &gt; 17579 and wages &lt;= 19813:
val = 4659.07 + ((wages - 17579) * 0.35)
elif wages &gt; 19813:
val = 5440.97 + ((wages - 19813) * 0.396)
###
# Married MONTHLY
###
elif 'monthly' == schedule_pay:
wages -= allowances * 337.50
if is_nra:
wages += 187.50
if wages &gt; 713 and wages &lt;= 2258:
val = 0.00 + ((wages - 713) * 0.10)
elif wages &gt; 2258 and wages &lt;= 6988:
val = 154.50 + ((wages - 2258) * 0.15)
elif wages &gt; 6988 and wages &lt;= 13371:
val = 864.00 + ((wages - 6988) * 0.25)
elif wages &gt; 13371 and wages &lt;= 20000:
val = 2459.75 + ((wages - 13371) * 0.28)
elif wages &gt; 20000 and wages &lt;= 35158:
val = 4315.87 + ((wages - 20000) * 0.33)
elif wages &gt; 35158 and wages &lt;= 39625:
val = 9318.01 + ((wages - 35158) * 0.35)
elif wages &gt; 39625:
val = 10881.46 + ((wages - 39625) * 0.396)
###
# Married QUARTERLY
###
elif 'quarterly' == schedule_pay:
wages -= allowances * 1012.50
if is_nra:
wages += 562.50
if wages &gt; 2138 and wages &lt;= 6775:
val = 0.00 + ((wages - 2138) * 0.10)
elif wages &gt; 6775 and wages &lt;= 20963:
val = 463.70 + ((wages - 6775) * 0.15)
elif wages &gt; 20963 and wages &lt;= 40113:
val = 2591.90 + ((wages - 20963) * 0.25)
elif wages &gt; 40113 and wages &lt;= 60000:
val = 7379.40 + ((wages - 40113) * 0.28)
elif wages &gt; 60000 and wages &lt;= 105475:
val = 12947.76 + ((wages - 60000) * 0.33)
elif wages &gt; 105475 and wages &lt;= 118875:
val = 27954.51 + ((wages - 105475) * 0.35)
elif wages &gt; 118875:
val = 32644.51 + ((wages - 118875) * 0.396)
###
# Married SEMIANNUAL
###
elif 'semi-annually' == schedule_pay:
wages -= allowances * 2025.00
if is_nra:
wages += 1125.0
if wages &gt; 4275 and wages &lt;= 13550:
val = 0.00 + ((wages - 4275) * 0.10)
elif wages &gt; 13550 and wages &lt;= 41925:
val = 927.50 + ((wages - 13550) * 0.15)
elif wages &gt; 41925 and wages &lt;= 80225:
val = 5183.75 + ((wages - 41925) * 0.25)
elif wages &gt; 80225 and wages &lt;= 120000:
val = 14758.75 + ((wages - 80225) * 0.28)
elif wages &gt; 120000 and wages &lt;= 210950:
val = 25895.75 + ((wages - 120000) * 0.33)
elif wages &gt; 210950 and wages &lt;= 237750:
val = 55909.25 + ((wages - 210950) * 0.35)
elif wages &gt; 237750:
val = 65289.25 + ((wages - 237750) * 0.396)
###
# Married ANNUAL
###
elif 'annually' == schedule_pay:
wages -= allowances * 4050.00
if is_nra:
wages += 2250.0
if wages &gt; 8550 and wages &lt;= 27100:
val = 0.00 + ((wages - 8550) * 0.10)
elif wages &gt; 27100 and wages &lt;= 83850:
val = 1855.00 + ((wages - 27100) * 0.15)
elif wages &gt; 83850 and wages &lt;= 160450:
val = 10367.50 + ((wages - 83850) * 0.25)
elif wages &gt; 160450 and wages &lt;= 240000:
val = 29517.50 + ((wages - 160450) * 0.28)
elif wages &gt; 240000 and wages &lt;= 421900:
val = 51791.50 + ((wages - 240000) * 0.33)
elif wages &gt; 421900 and wages &lt;= 475500:
val = 111818.50 + ((wages - 421900) * 0.35)
elif wages &gt; 475500:
val = 130578.50 + ((wages - 475500) * 0.396)
else:
raise Exception('Invalid schedule_pay="' + schedule_pay + '" for W4 Allowance calculation')
result = -(val + additional)
</field>
<field name="register_id" ref="contrib_register_eftps_941"/>
</record>
<record id="hr_payroll_rules_futa_wages_2016" model="hr.salary.rule">
<field name="sequence" eval="422"/>
<field name="category_id" ref="hr_payroll_futa_wages"/>
<field name="name">FUTA Federal Unemployment - Wages (2016)</field>
<field name="code">FUTA_WAGES_2016</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2016' and contract.futa_type != contract.FUTA_TYPE_EXEMPT)</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
###
ytd = payslip.sum('FUTA_WAGES_2016', '2016-01-01', '2017-01-01')
ytd += contract.external_wages
remaining = 7000.0 - ytd
if remaining &lt;= 0.0:
result = 0
elif remaining &lt; categories.GROSS:
result = remaining
else:
result = categories.GROSS
</field>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_futa_2016" model="hr.salary.rule">
<field name="sequence" eval="442"/>
<field name="category_id" ref="hr_payroll_futa"/>
<field name="name">FUTA Federal Unemployment (2016)</field>
<field name="code">FUTA_2016</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2016' and contract.futa_type != contract.FUTA_TYPE_EXEMPT)</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
result_rate = -(contract.futa_rate(2016))
result = categories.FUTA_WAGES
</field>
<field name="register_id" ref="contrib_register_eftps_940"/>
<field name="appears_on_payslip" eval="False"/>
</record>
</data>
</odoo>

604
l10n_us_hr_payroll/data/rules_2017.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<!-- HR SALARY RULES-->
<!-- Employee Deductions and Calculations -->
<record id="hr_payroll_rules_fica_emp_ss_wages_2017" model="hr.salary.rule">
<field name="sequence" eval="120"/>
<field name="category_id" ref="hr_payroll_fica_emp_ss_wages"/>
<field name="name">FICA Employee Social Security Wages (2017)</field>
<field name="code">FICA_EMP_SS_WAGES_2017</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2017')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
###
ytd = payslip.sum('FICA_EMP_SS_WAGES_2017', '2017-01-01', '2018-01-01')
ytd += contract.external_wages
remaining = 127200.0 - ytd
if remaining &lt;= 0.0:
result = 0
elif remaining &lt; categories.GROSS:
result = remaining
else:
result = categories.GROSS
</field>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_fica_emp_m_wages_2017" model="hr.salary.rule">
<field name="sequence" eval="121"/>
<field name="category_id" ref="hr_payroll_fica_emp_m_wages"/>
<field name="name">FICA Employee Medicare Wages (2017)</field>
<field name="code">FICA_EMP_M_WAGES_2017</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2017')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">result = categories.GROSS</field>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_fica_emp_m_add_wages_2017" model="hr.salary.rule">
<field name="sequence" eval="122"/>
<field name="category_id" ref="hr_payroll_fica_emp_m_add_wages"/>
<field name="name">FICA Employee Medicare Additional Wages (2017)</field>
<field name="code">FICA_EMP_M_ADD_WAGES_2017</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2017')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
###
ADD_M = 200000.0
norm_med_ytd = payslip.sum('FICA_EMP_M_WAGES_2017', '2017-01-01', '2018-01-01')
norm_med_cur = categories.FICA_EMP_M_WAGES
if ADD_M &gt; norm_med_ytd:
diff = ADD_M - norm_med_ytd
if norm_med_cur &gt; diff:
result = norm_med_cur - diff
else:
result = 0 # normal condition
else:
result = norm_med_cur # after YTD wages have passed the max
</field>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_fica_emp_ss_2017" model="hr.salary.rule">
<field name="sequence" eval="140"/>
<field name="category_id" ref="hr_payroll_fica_emp_ss"/>
<field name="name">FICA Employee Social Security (2017)</field>
<field name="code">FICA_EMP_SS_2017</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2017')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
### this should be "rules.FICA_EMP_SS_WAGES_2017", but it doesn't work
result_rate = -6.2
result = categories.FICA_EMP_SS_WAGES
</field>
<field name="register_id" ref="contrib_register_eftps_941"/>
</record>
<record id="hr_payroll_rules_fica_emp_m_2017" model="hr.salary.rule">
<field name="sequence" eval="141"/>
<field name="category_id" ref="hr_payroll_fica_emp_m"/>
<field name="name">FICA Employee Medicare (2017)</field>
<field name="code">FICA_EMP_M_2017</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2017')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
### this should be "rules.FICA_EMP_M_WAGES_2017", but it doesn't work
result_rate = -1.45
result = categories.FICA_EMP_M_WAGES
</field>
<field name="register_id" ref="contrib_register_eftps_941"/>
</record>
<record id="hr_payroll_rules_fica_emp_m_add_2017" model="hr.salary.rule">
<field name="sequence" eval="142"/>
<field name="category_id" ref="hr_payroll_fica_emp_m_add"/>
<field name="name">FICA Employee Medicare Additional (2017)</field>
<field name="code">FICA_EMP_M_ADD_2017</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2017')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
### this should be "rules.FICA_EMP_M_ADD_WAGES_2017", but it doesn't work
result_rate = -0.9
result = categories.FICA_EMP_M_ADD_WAGES
</field>
<field name="register_id" ref="contrib_register_eftps_941"/>
</record>
<!-- Federal Income Tax Withholding -->
<record id="hr_payroll_rules_fed_inc_withhold_2017_single" model="hr.salary.rule">
<field name="sequence" eval="145"/>
<field name="category_id" ref="hr_payroll_fed_income_withhold"/>
<field name="name">Federal Income Withholding - Single (2017)</field>
<field name="code">FED_INC_WITHHOLD_2017_S</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2017' and contract.w4_filing_status != 'married' and contract.w4_filing_status)</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
wages = categories.GROSS
allowances = contract.w4_allowances
is_nra = contract.w4_is_nonresident_alien
schedule_pay = contract.schedule_pay
val = 0.00
additional = contract.w4_additional_withholding
###
# Single WEEKLY
###
if 'weekly' == schedule_pay:
wages -= allowances * 77.90
if is_nra:
wages += 44.20
if wages &gt; 44 and wages &lt;= 224:
val = 0.00 + ((wages - 44) * 0.10)
elif wages &gt; 224 and wages &lt;= 774:
val = 18.00 + ((wages - 224) * 0.15)
elif wages &gt; 774 and wages &lt;= 1812:
val = 100.50 + ((wages - 774) * 0.25)
elif wages &gt; 1812 and wages &lt;= 3730:
val = 360.00 + ((wages - 1812) * 0.28)
elif wages &gt; 3730 and wages &lt;= 8058:
val = 897.04 + ((wages - 3730) * 0.33)
elif wages &gt; 8058 and wages &lt;= 8090:
val = 2325.28 + ((wages - 8058) * 0.35)
elif wages &gt; 8090:
val = 2336.48 + ((wages - 8090) * 0.396)
###
# Single BIWEEKLY
###
elif 'bi-weekly' == schedule_pay:
wages -= allowances * 155.80
if is_nra:
wages += 88.50
if wages &gt; 88 and wages &lt;= 447:
val = 0.00 + ((wages - 88) * 0.10)
elif wages &gt; 447 and wages &lt;= 1548:
val = 35.90 + ((wages - 447) * 0.15)
elif wages &gt; 1548 and wages &lt;= 3623:
val = 201.05 + ((wages - 1548) * 0.25)
elif wages &gt; 3623 and wages &lt;= 7460:
val = 719.80 + ((wages - 3623) * 0.28)
elif wages &gt; 7460 and wages &lt;= 16115:
val = 1794.16 + ((wages - 7460) * 0.33)
elif wages &gt; 16115 and wages &lt;= 16181:
val = 4650.31 + ((wages - 16115) * 0.35)
elif wages &gt; 16181:
val = 4673.41 + ((wages - 16181) * 0.396)
###
# Single SEMIMONTHLY
###
elif 'semi-monthly' == schedule_pay:
wages -= allowances * 168.80
if is_nra:
wages += 95.80
if wages &gt; 96 and wages &lt;= 484:
val = 0.00 + ((wages - 96) * 0.10)
elif wages &gt; 484 and wages &lt;= 1677:
val = 38.80 + ((wages - 484) * 0.15)
elif wages &gt; 1677 and wages &lt;= 3925:
val = 217.75 + ((wages - 1677) * 0.25)
elif wages &gt; 3925 and wages &lt;= 8081:
val = 779.75 + ((wages - 3925) * 0.28)
elif wages &gt; 8081 and wages &lt;= 17458:
val = 1943.43 + ((wages - 8081) * 0.33)
elif wages &gt; 17458 and wages &lt;= 17529:
val = 5037.84 + ((wages - 17458) * 0.35)
elif wages &gt; 17529:
val = 5062.69 + ((wages - 17529) * 0.396)
###
# Single MONTHLY
###
elif 'monthly' == schedule_pay:
wages -= allowances * 337.50
if is_nra:
wages += 191.70
if wages &gt; 192 and wages &lt;= 969:
val = 0.00 + ((wages - 192) * 0.10)
elif wages &gt; 969 and wages &lt;= 3354:
val = 77.70 + ((wages - 969) * 0.15)
elif wages &gt; 3354 and wages &lt;= 7850:
val = 435.45 + ((wages - 3354) * 0.25)
elif wages &gt; 7850 and wages &lt;= 16163:
val = 1559.45 + ((wages - 7850) * 0.28)
elif wages &gt; 16163 and wages &lt;= 34917:
val = 3887.09 + ((wages - 16163) * 0.33)
elif wages &gt; 34917 and wages &lt;= 35058:
val = 10075.91 + ((wages - 34917) * 0.35)
elif wages &gt; 35058:
val = 10125.26 + ((wages - 35058) * 0.396)
###
# Single QUARTERLY
###
elif 'quarterly' == schedule_pay:
wages -= allowances * 1012.50
if is_nra:
wages += 575.00
if wages &gt; 575 and wages &lt;= 2906:
val = 0.00 + ((wages - 575) * 0.10)
elif wages &gt; 2906 and wages &lt;= 10063:
val = 233.10 + ((wages - 2906) * 0.15)
elif wages &gt; 10063 and wages &lt;= 23550:
val = 1306.65 + ((wages - 10063) * 0.25)
elif wages &gt; 23550 and wages &lt;= 48488:
val = 4678.40 + ((wages - 23550) * 0.28)
elif wages &gt; 48488 and wages &lt;= 104750:
val = 11661.04 + ((wages - 48488) * 0.33)
elif wages &gt; 104750 and wages &lt;= 105175:
val = 30227.50 + ((wages - 104750) * 0.35)
elif wages &gt; 105175:
val = 30376.25 + ((wages - 105175) * 0.396)
###
# Single SEMIANNUAL
###
elif 'semi-annually' == schedule_pay:
wages -= allowances * 2025.00
if is_nra:
wages += 1150.0
if wages &gt; 1150 and wages &lt;= 5813:
val = 0.00 + ((wages - 1150) * 0.10)
elif wages &gt; 5813 and wages &lt;= 20125:
val = 466.30 + ((wages - 5813) * 0.15)
elif wages &gt; 20125 and wages &lt;= 47100:
val = 2613.10 + ((wages - 20125) * 0.25)
elif wages &gt; 47100 and wages &lt;= 96975:
val = 9356.85 + ((wages - 47100) * 0.28)
elif wages &gt; 96975 and wages &lt;= 209500:
val = 23321.85 + ((wages - 96975) * 0.33)
elif wages &gt; 209500 and wages &lt;= 210350:
val = 60455.10 + ((wages - 209500) * 0.35)
elif wages &gt; 210350:
val = 60752.60 + ((wages - 210350) * 0.396)
###
# Single ANNUAL
###
elif 'annually' == schedule_pay:
wages -= allowances * 4050.00
if is_nra:
wages += 2300.0
if wages &gt; 2300 and wages &lt;= 11625:
val = 0.00 + ((wages - 2300) * 0.10)
elif wages &gt; 11625 and wages &lt;= 40250:
val = 932.50 + ((wages - 11625) * 0.15)
elif wages &gt; 40250 and wages &lt;= 94200:
val = 5226.25 + ((wages - 40250) * 0.25)
elif wages &gt; 94200 and wages &lt;= 193950:
val = 18713.75 + ((wages - 94200) * 0.28)
elif wages &gt; 193950 and wages &lt;= 419000:
val = 46643.75 + ((wages - 193950) * 0.33)
elif wages &gt; 419000 and wages &lt;= 420700:
val = 120910.25 + ((wages - 419000) * 0.35)
elif wages &gt; 420700:
val = 121505.25 + ((wages - 420700) * 0.396)
else:
raise Exception('Invalid schedule_pay="' + schedule_pay + '" for W4 Allowance calculation')
result = -(val + additional)
</field>
<field name="register_id" ref="contrib_register_eftps_941"/>
</record>
<record id="hr_payroll_rules_fed_inc_withhold_2017_married" model="hr.salary.rule">
<field name="sequence" eval="145"/>
<field name="category_id" ref="hr_payroll_fed_income_withhold"/>
<field name="name">Federal Income Withholding - Married (2017)</field>
<field name="code">FED_INC_WITHHOLD_2017_M</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2017' and contract.w4_filing_status == 'married')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
wages = categories.GROSS
allowances = contract.w4_allowances
is_nra = contract.w4_is_nonresident_alien
schedule_pay = contract.schedule_pay
val = 0.00
additional = contract.w4_additional_withholding
###
# Married WEEKLY
###
if 'weekly' == schedule_pay:
wages -= allowances * 77.90
if is_nra:
wages += 44.20
if wages &gt; 166 and wages &lt;= 525:
val = 0.00 + ((wages - 166) * 0.10)
elif wages &gt; 525 and wages &lt;= 1626:
val = 35.90 + ((wages - 525) * 0.15)
elif wages &gt; 1626 and wages &lt;= 3111:
val = 201.05 + ((wages - 1626) * 0.25)
elif wages &gt; 3111 and wages &lt;= 4654:
val = 572.30 + ((wages - 3111) * 0.28)
elif wages &gt; 4654 and wages &lt;= 8180:
val = 1004.34 + ((wages - 4654) * 0.33)
elif wages &gt; 8180 and wages &lt;= 9218:
val = 2167.92 + ((wages - 8180) * 0.35)
elif wages &gt; 9218:
val = 2531.22 + ((wages - 9218) * 0.396)
###
# Married BIWEEKLY
###
elif 'bi-weekly' == schedule_pay:
wages -= allowances * 155.80
if is_nra:
wages += 88.50
if wages &gt; 333 and wages &lt;= 1050:
val = 0.00 + ((wages - 333) * 0.10)
elif wages &gt; 1050 and wages &lt;= 3252:
val = 71.70 + ((wages - 1050) * 0.15)
elif wages &gt; 3252 and wages &lt;= 6221:
val = 402.00 + ((wages - 3252) * 0.25)
elif wages &gt; 6221 and wages &lt;= 9308:
val = 1144.25 + ((wages - 6221) * 0.28)
elif wages &gt; 9308 and wages &lt;= 16360:
val = 2008.61 + ((wages - 9308) * 0.33)
elif wages &gt; 16360 and wages &lt;= 18437:
val = 4335.77 + ((wages - 16360) * 0.35)
elif wages &gt; 18437:
val = 5062.72 + ((wages - 18437) * 0.396)
###
# Married SEMIMONTHLY
###
elif 'semi-monthly' == schedule_pay:
wages -= allowances * 168.80
if is_nra:
wages += 95.80
if wages &gt; 360 and wages &lt;= 1138:
val = 0.00 + ((wages - 360) * 0.10)
elif wages &gt; 1138 and wages &lt;= 3523:
val = 77.80 + ((wages - 1138) * 0.15)
elif wages &gt; 3523 and wages &lt;= 6740:
val = 435.55 + ((wages - 3523) * 0.25)
elif wages &gt; 6740 and wages &lt;= 10083:
val = 1239.80 + ((wages - 6740) * 0.28)
elif wages &gt; 10083 and wages &lt;= 17723:
val = 2175.84 + ((wages - 10083) * 0.33)
elif wages &gt; 17723 and wages &lt;= 19973:
val = 4697.04 + ((wages - 17723) * 0.35)
elif wages &gt; 19973:
val = 5484.54 + ((wages - 19973) * 0.396)
###
# Married MONTHLY
###
elif 'monthly' == schedule_pay:
wages -= allowances * 337.50
if is_nra:
wages += 191.70
if wages &gt; 721 and wages &lt;= 2275:
val = 0.00 + ((wages - 721) * 0.10)
elif wages &gt; 2275 and wages &lt;= 7046:
val = 155.40 + ((wages - 2275) * 0.15)
elif wages &gt; 7046 and wages &lt;= 13479:
val = 871.05 + ((wages - 7046) * 0.25)
elif wages &gt; 13479 and wages &lt;= 20167:
val = 2479.30 + ((wages - 13479) * 0.28)
elif wages &gt; 20167 and wages &lt;= 35446:
val = 4351.94 + ((wages - 20167) * 0.33)
elif wages &gt; 35446 and wages &lt;= 39946:
val = 9394.01 + ((wages - 35446) * 0.35)
elif wages &gt; 39946:
val = 10969.01 + ((wages - 39946) * 0.396)
###
# Married QUARTERLY
###
elif 'quarterly' == schedule_pay:
wages -= allowances * 1012.50
if is_nra:
wages += 575.00
if wages &gt; 2163 and wages &lt;= 6825:
val = 0.00 + ((wages - 2163) * 0.10)
elif wages &gt; 6825 and wages &lt;= 21138:
val = 466.20 + ((wages - 6825) * 0.15)
elif wages &gt; 21138 and wages &lt;= 40438:
val = 2613.15 + ((wages - 21138) * 0.25)
elif wages &gt; 40438 and wages &lt;= 60500:
val = 7438.15 + ((wages - 40438) * 0.28)
elif wages &gt; 60500 and wages &lt;= 106338:
val = 13055.51 + ((wages - 60500) * 0.33)
elif wages &gt; 106338 and wages &lt;= 119838:
val = 28182.05 + ((wages - 106338) * 0.35)
elif wages &gt; 119838:
val = 32907.05 + ((wages - 119838) * 0.396)
###
# Married SEMIANNUAL
###
elif 'semi-annually' == schedule_pay:
wages -= allowances * 2025.00
if is_nra:
wages += 1150.0
if wages &gt; 4325 and wages &lt;= 13650:
val = 0.00 + ((wages - 4325) * 0.10)
elif wages &gt; 13650 and wages &lt;= 42275:
val = 932.50 + ((wages - 13650) * 0.15)
elif wages &gt; 42275 and wages &lt;= 80875:
val = 5226.25 + ((wages - 42275) * 0.25)
elif wages &gt; 80875 and wages &lt;= 121000:
val = 14876.25 + ((wages - 80875) * 0.28)
elif wages &gt; 121000 and wages &lt;= 212675:
val = 26111.25 + ((wages - 121000) * 0.33)
elif wages &gt; 212675 and wages &lt;= 239675:
val = 56364.00 + ((wages - 212675) * 0.35)
elif wages &gt; 239675:
val = 65814.00 + ((wages - 239675) * 0.396)
###
# Married ANNUAL
###
elif 'annually' == schedule_pay:
wages -= allowances * 4050.00
if is_nra:
wages += 2300.0
if wages &gt; 8650 and wages &lt;= 27300:
val = 0.00 + ((wages - 8650) * 0.10)
elif wages &gt; 27300 and wages &lt;= 84550:
val = 1865.00 + ((wages - 27300) * 0.15)
elif wages &gt; 84550 and wages &lt;= 161750:
val = 10452.50 + ((wages - 84550) * 0.25)
elif wages &gt; 161750 and wages &lt;= 242000:
val = 29752.50 + ((wages - 161750) * 0.28)
elif wages &gt; 242000 and wages &lt;= 425350:
val = 52222.50 + ((wages - 242000) * 0.33)
elif wages &gt; 425350 and wages &lt;= 479350:
val = 112728.00 + ((wages - 425350) * 0.35)
elif wages &gt; 479350:
val = 131628.00 + ((wages - 479350) * 0.396)
else:
raise Exception('Invalid schedule_pay="' + schedule_pay + '" for W4 Allowance calculation')
result = -(val + additional)
</field>
<field name="register_id" ref="contrib_register_eftps_941"/>
</record>
<record id="hr_payroll_rules_futa_wages_2017" model="hr.salary.rule">
<field name="sequence" eval="422"/>
<field name="category_id" ref="hr_payroll_futa_wages"/>
<field name="name">FUTA Federal Unemployment - Wages (2017)</field>
<field name="code">FUTA_WAGES_2017</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2017' and contract.futa_type != contract.FUTA_TYPE_EXEMPT)</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
###
ytd = payslip.sum('FUTA_WAGES_2017', '2017-01-01', '2018-01-01')
ytd += contract.external_wages
remaining = 7000.0 - ytd
if remaining &lt;= 0.0:
result = 0
elif remaining &lt; categories.GROSS:
result = remaining
else:
result = categories.GROSS
</field>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_futa_2017" model="hr.salary.rule">
<field name="sequence" eval="442"/>
<field name="category_id" ref="hr_payroll_futa"/>
<field name="name">FUTA Federal Unemployment (2017)</field>
<field name="code">FUTA_2017</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2017' and contract.futa_type != contract.FUTA_TYPE_EXEMPT)</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
result_rate = -(contract.futa_rate(2017))
result = categories.FUTA_WAGES
</field>
<field name="register_id" ref="contrib_register_eftps_940"/>
<field name="appears_on_payslip" eval="False"/>
</record>
</data>
</odoo>

604
l10n_us_hr_payroll/data/rules_2018.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<!-- HR SALARY RULES-->
<!-- Employee Deductions and Calculations -->
<record id="hr_payroll_rules_fica_emp_ss_wages_2018" model="hr.salary.rule">
<field name="sequence" eval="120"/>
<field name="category_id" ref="hr_payroll_fica_emp_ss_wages"/>
<field name="name">FICA Employee Social Security Wages (2018)</field>
<field name="code">FICA_EMP_SS_WAGES_2018</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2018')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
###
ytd = payslip.sum('FICA_EMP_SS_WAGES_2018', '2018-01-01', '2019-01-01')
ytd += contract.external_wages
remaining = 128400.0 - ytd
if remaining &lt;= 0.0:
result = 0
elif remaining &lt; categories.GROSS:
result = remaining
else:
result = categories.GROSS
</field>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_fica_emp_m_wages_2018" model="hr.salary.rule">
<field name="sequence" eval="121"/>
<field name="category_id" ref="hr_payroll_fica_emp_m_wages"/>
<field name="name">FICA Employee Medicare Wages (2018)</field>
<field name="code">FICA_EMP_M_WAGES_2018</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2018')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">result = categories.GROSS</field>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_fica_emp_m_add_wages_2018" model="hr.salary.rule">
<field name="sequence" eval="122"/>
<field name="category_id" ref="hr_payroll_fica_emp_m_add_wages"/>
<field name="name">FICA Employee Medicare Additional Wages (2018)</field>
<field name="code">FICA_EMP_M_ADD_WAGES_2018</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2018')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
###
ADD_M = 200000.0
norm_med_ytd = payslip.sum('FICA_EMP_M_WAGES_2018', '2018-01-01', '2019-01-01')
norm_med_cur = categories.FICA_EMP_M_WAGES
if ADD_M &gt; norm_med_ytd:
diff = ADD_M - norm_med_ytd
if norm_med_cur &gt; diff:
result = norm_med_cur - diff
else:
result = 0 # normal condition
else:
result = norm_med_cur # after YTD wages have passed the max
</field>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_fica_emp_ss_2018" model="hr.salary.rule">
<field name="sequence" eval="140"/>
<field name="category_id" ref="hr_payroll_fica_emp_ss"/>
<field name="name">FICA Employee Social Security (2018)</field>
<field name="code">FICA_EMP_SS_2018</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2018')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
### this should be "rules.FICA_EMP_SS_WAGES_2018", but it doesn't work
result_rate = -6.2
result = categories.FICA_EMP_SS_WAGES
</field>
<field name="register_id" ref="contrib_register_eftps_941"/>
</record>
<record id="hr_payroll_rules_fica_emp_m_2018" model="hr.salary.rule">
<field name="sequence" eval="141"/>
<field name="category_id" ref="hr_payroll_fica_emp_m"/>
<field name="name">FICA Employee Medicare (2018)</field>
<field name="code">FICA_EMP_M_2018</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2018')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
### this should be "rules.FICA_EMP_M_WAGES_2018", but it doesn't work
result_rate = -1.45
result = categories.FICA_EMP_M_WAGES
</field>
<field name="register_id" ref="contrib_register_eftps_941"/>
</record>
<record id="hr_payroll_rules_fica_emp_m_add_2018" model="hr.salary.rule">
<field name="sequence" eval="142"/>
<field name="category_id" ref="hr_payroll_fica_emp_m_add"/>
<field name="name">FICA Employee Medicare Additional (2018)</field>
<field name="code">FICA_EMP_M_ADD_2018</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2018')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
### this should be "rules.FICA_EMP_M_ADD_WAGES_2018", but it doesn't work
result_rate = -0.9
result = categories.FICA_EMP_M_ADD_WAGES
</field>
<field name="register_id" ref="contrib_register_eftps_941"/>
</record>
<!-- Federal Income Tax Withholding -->
<record id="hr_payroll_rules_fed_inc_withhold_2018_single" model="hr.salary.rule">
<field name="sequence" eval="145"/>
<field name="category_id" ref="hr_payroll_fed_income_withhold"/>
<field name="name">Federal Income Withholding - Single (2018)</field>
<field name="code">FED_INC_WITHHOLD_2018_S</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2018' and contract.w4_filing_status != 'married' and contract.w4_filing_status)</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
wages = categories.GROSS
allowances = contract.w4_allowances
is_nra = contract.w4_is_nonresident_alien
schedule_pay = contract.schedule_pay
val = 0.00
additional = contract.w4_additional_withholding
###
# Single WEEKLY
###
if 'weekly' == schedule_pay:
wages -= allowances * 79.80
if is_nra:
wages += 151.00
if wages &gt; 71 and wages &lt;= 254:
val = 0.00 + ((wages - 71) * 0.10)
elif wages &gt; 254 and wages &lt;= 815:
val = 18.30 + ((wages - 254) * 0.12)
elif wages &gt; 815 and wages &lt;= 1658:
val = 85.62 + ((wages - 815) * 0.22)
elif wages &gt; 1658 and wages &lt;= 3100:
val = 271.08 + ((wages - 1658) * 0.24)
elif wages &gt; 3100 and wages &lt;= 3917:
val = 617.16 + ((wages - 3100) * 0.32)
elif wages &gt; 3917 and wages &lt;= 9687:
val = 878.60 + ((wages - 3917) * 0.35)
elif wages &gt; 9687:
val = 2898.10 + ((wages - 9687) * 0.37)
###
# Single BIWEEKLY
###
elif 'bi-weekly' == schedule_pay:
wages -= allowances * 159.60
if is_nra:
wages += 301.90
if wages &gt; 142 and wages &lt;= 509:
val = 0.00 + ((wages - 142) * 0.10)
elif wages &gt; 509 and wages &lt;= 1631:
val = 36.70 + ((wages - 509) * 0.12)
elif wages &gt; 1631 and wages &lt;= 3315:
val = 171.34 + ((wages - 1631) * 0.22)
elif wages &gt; 3315 and wages &lt;= 6200:
val = 541.82 + ((wages - 3315) * 0.24)
elif wages &gt; 6200 and wages &lt;= 7835:
val = 1234.22 + ((wages - 6200) * 0.32)
elif wages &gt; 7835 and wages &lt;= 19373:
val = 1757.42 + ((wages - 7835) * 0.35)
elif wages &gt; 19373:
val = 5795.72 + ((wages - 19373) * 0.37)
###
# Single SEMIMONTHLY
###
elif 'semi-monthly' == schedule_pay:
wages -= allowances * 172.90
if is_nra:
wages += 327.10
if wages &gt; 154 and wages &lt;= 551:
val = 0.00 + ((wages - 154) * 0.10)
elif wages &gt; 551 and wages &lt;= 1767:
val = 39.70 + ((wages - 551) * 0.12)
elif wages &gt; 1767 and wages &lt;= 3592:
val = 185.62 + ((wages - 1767) * 0.22)
elif wages &gt; 3592 and wages &lt;= 6717:
val = 587.12 + ((wages - 3592) * 0.24)
elif wages &gt; 6717 and wages &lt;= 8488:
val = 1337.12 + ((wages - 6717) * 0.32)
elif wages &gt; 8488 and wages &lt;= 20988:
val = 1903.84 + ((wages - 8488) * 0.35)
elif wages &gt; 20988:
val = 6278.84 + ((wages - 20988) * 0.37)
###
# Single MONTHLY
###
elif 'monthly' == schedule_pay:
wages -= allowances * 345.80
if is_nra:
wages += 654.20
if wages &gt; 308 and wages &lt;= 1102:
val = 0.00 + ((wages - 308) * 0.10)
elif wages &gt; 1102 and wages &lt;= 3533:
val = 79.40 + ((wages - 1102) * 0.12)
elif wages &gt; 3533 and wages &lt;= 7183:
val = 371.12 + ((wages - 3533) * 0.22)
elif wages &gt; 7183 and wages &lt;= 13433:
val = 1174.12 + ((wages - 7183) * 0.24)
elif wages &gt; 13433 and wages &lt;= 16975:
val = 2674.12 + ((wages - 13433) * 0.32)
elif wages &gt; 16975 and wages &lt;= 41975:
val = 3807.56 + ((wages - 16975) * 0.35)
elif wages &gt; 41975:
val = 12557.56 + ((wages - 41975) * 0.37)
###
# Single QUARTERLY
###
elif 'quarterly' == schedule_pay:
wages -= allowances * 1037.50
if is_nra:
wages += 1962.50
if wages &gt; 925 and wages &lt;= 3306:
val = 0.00 + ((wages - 925) * 0.10)
elif wages &gt; 3306 and wages &lt;= 10600:
val = 238.10 + ((wages - 3306) * 0.12)
elif wages &gt; 10600 and wages &lt;= 21550:
val = 1113.38 + ((wages - 10600) * 0.22)
elif wages &gt; 21550 and wages &lt;= 40300:
val = 3522.38 + ((wages - 21550) * 0.24)
elif wages &gt; 40300 and wages &lt;= 50925:
val = 8022.38 + ((wages - 40300) * 0.32)
elif wages &gt; 50925 and wages &lt;= 125925:
val = 11422.38 + ((wages - 50925) * 0.35)
elif wages &gt; 125925:
val = 37672.38 + ((wages - 125925) * 0.37)
###
# Single SEMIANNUAL
###
elif 'semi-annually' == schedule_pay:
wages -= allowances * 2075.00
if is_nra:
wages += 3925.00
if wages &gt; 1850 and wages &lt;= 6613:
val = 0.00 + ((wages - 1850) * 0.10)
elif wages &gt; 6613 and wages &lt;= 21200:
val = 476.30 + ((wages - 6613) * 0.12)
elif wages &gt; 21200 and wages &lt;= 43100:
val = 2226.74 + ((wages - 21200) * 0.22)
elif wages &gt; 43100 and wages &lt;= 80600:
val = 7044.74 + ((wages - 43100) * 0.24)
elif wages &gt; 80600 and wages &lt;= 101850:
val = 16044.74 + ((wages - 80600) * 0.32)
elif wages &gt; 101850 and wages &lt;= 251850:
val = 22844.74 + ((wages - 101850) * 0.35)
elif wages &gt; 251850:
val = 75344.74 + ((wages - 251850) * 0.37)
###
# Single ANNUAL
###
elif 'annually' == schedule_pay:
wages -= allowances * 4150.00
if is_nra:
wages += 7850.00
if wages &gt; 3700 and wages &lt;= 13225:
val = 0.00 + ((wages - 3700) * 0.10)
elif wages &gt; 13225 and wages &lt;= 42400:
val = 952.50 + ((wages - 13225) * 0.12)
elif wages &gt; 42400 and wages &lt;= 86200:
val = 4453.50 + ((wages - 42400) * 0.22)
elif wages &gt; 86200 and wages &lt;= 161200:
val = 14089.50 + ((wages - 86200) * 0.24)
elif wages &gt; 161200 and wages &lt;= 203700:
val = 32089.50 + ((wages - 161200) * 0.32)
elif wages &gt; 203700 and wages &lt;= 503700:
val = 45689.50 + ((wages - 203700) * 0.35)
elif wages &gt; 503700:
val = 150689.50 + ((wages - 503700) * 0.37)
else:
raise Exception('Invalid schedule_pay="' + schedule_pay + '" for W4 Allowance calculation')
result = -(val + additional)
</field>
<field name="register_id" ref="contrib_register_eftps_941"/>
</record>
<record id="hr_payroll_rules_fed_inc_withhold_2018_married" model="hr.salary.rule">
<field name="sequence" eval="145"/>
<field name="category_id" ref="hr_payroll_fed_income_withhold"/>
<field name="name">Federal Income Withholding - Married (2018)</field>
<field name="code">FED_INC_WITHHOLD_2018_M</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2018' and contract.w4_filing_status == 'married')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
wages = categories.GROSS
allowances = contract.w4_allowances
is_nra = contract.w4_is_nonresident_alien
schedule_pay = contract.schedule_pay
val = 0.00
additional = contract.w4_additional_withholding
###
# Married WEEKLY
###
if 'weekly' == schedule_pay:
wages -= allowances * 79.80
if is_nra:
wages += 151.00
if wages &gt; 222 and wages &lt;= 588:
val = 0.00 + ((wages - 222) * 0.10)
elif wages &gt; 588 and wages &lt;= 1711:
val = 36.60 + ((wages - 588) * 0.12)
elif wages &gt; 1711 and wages &lt;= 3395:
val = 171.36 + ((wages - 1711) * 0.22)
elif wages &gt; 3395 and wages &lt;= 6280:
val = 541.84 + ((wages - 3395) * 0.24)
elif wages &gt; 6280 and wages &lt;= 7914:
val = 1234.24 + ((wages - 6280) * 0.32)
elif wages &gt; 7914 and wages &lt;= 11761:
val = 1757.12 + ((wages - 7914) * 0.35)
elif wages &gt; 11761:
val = 3103.57 + ((wages - 11761) * 0.37)
###
# Married BIWEEKLY
###
elif 'bi-weekly' == schedule_pay:
wages -= allowances * 159.60
if is_nra:
wages += 301.90
if wages &gt; 444 and wages &lt;= 1177:
val = 0.00 + ((wages - 444) * 0.10)
elif wages &gt; 1177 and wages &lt;= 3421:
val = 73.30 + ((wages - 1177) * 0.12)
elif wages &gt; 3421 and wages &lt;= 6790:
val = 342.58 + ((wages - 3421) * 0.22)
elif wages &gt; 6790 and wages &lt;= 12560:
val = 1083.76 + ((wages - 6790) * 0.24)
elif wages &gt; 12560 and wages &lt;= 15829:
val = 2468.56 + ((wages - 12560) * 0.32)
elif wages &gt; 15829 and wages &lt;= 23521:
val = 3514.64 + ((wages - 15829) * 0.35)
elif wages &gt; 23521:
val = 6206.84 + ((wages - 23521) * 0.37)
###
# Married SEMIMONTHLY
###
elif 'semi-monthly' == schedule_pay:
wages -= allowances * 172.90
if is_nra:
wages += 327.10
if wages &gt; 481 and wages &lt;= 1275:
val = 0.00 + ((wages - 481) * 0.10)
elif wages &gt; 1275 and wages &lt;= 3706:
val = 79.40 + ((wages - 1275) * 0.12)
elif wages &gt; 3706 and wages &lt;= 7356:
val = 371.12 + ((wages - 3706) * 0.22)
elif wages &gt; 7356 and wages &lt;= 13606:
val = 1174.12 + ((wages - 7356) * 0.24)
elif wages &gt; 13606 and wages &lt;= 17148:
val = 2674.12 + ((wages - 13606) * 0.32)
elif wages &gt; 17148 and wages &lt;= 25481:
val = 3807.56 + ((wages - 17148) * 0.35)
elif wages &gt; 25481:
val = 6724.11 + ((wages - 25481) * 0.37)
###
# Married MONTHLY
###
elif 'monthly' == schedule_pay:
wages -= allowances * 345.80
if is_nra:
wages += 654.20
if wages &gt; 963 and wages &lt;= 2550:
val = 0.00 + ((wages - 963) * 0.10)
elif wages &gt; 2550 and wages &lt;= 7413:
val = 158.70 + ((wages - 2550) * 0.12)
elif wages &gt; 7413 and wages &lt;= 14713:
val = 742.26 + ((wages - 7413) * 0.22)
elif wages &gt; 14713 and wages &lt;= 27213:
val = 2348.26 + ((wages - 14713) * 0.24)
elif wages &gt; 27213 and wages &lt;= 34296:
val = 5348.26 + ((wages - 27213) * 0.32)
elif wages &gt; 34296 and wages &lt;= 50963:
val = 7614.82 + ((wages - 34296) * 0.35)
elif wages &gt; 50963:
val = 13448.27 + ((wages - 50963) * 0.37)
###
# Married QUARTERLY
###
elif 'quarterly' == schedule_pay:
wages -= allowances * 1037.50
if is_nra:
wages += 1962.50
if wages &gt; 2888 and wages &lt;= 7650:
val = 0.00 + ((wages - 2888) * 0.10)
elif wages &gt; 7650 and wages &lt;= 22238:
val = 476.20 + ((wages - 7650) * 0.12)
elif wages &gt; 22238 and wages &lt;= 44138:
val = 2226.76 + ((wages - 22238) * 0.22)
elif wages &gt; 44138 and wages &lt;= 81638:
val = 7044.76 + ((wages - 44138) * 0.24)
elif wages &gt; 81638 and wages &lt;= 102888:
val = 16044.76 + ((wages - 81638) * 0.32)
elif wages &gt; 102888 and wages &lt;= 152888:
val = 22844.76 + ((wages - 102888) * 0.35)
elif wages &gt; 152888:
val = 40344.76 + ((wages - 152888) * 0.37)
###
# Married SEMIANNUAL
###
elif 'semi-annually' == schedule_pay:
wages -= allowances * 2075.00
if is_nra:
wages += 3925.00
if wages &gt; 5775 and wages &lt;= 15300:
val = 0.00 + ((wages - 5775) * 0.10)
elif wages &gt; 15300 and wages &lt;= 44475:
val = 952.50 + ((wages - 15300) * 0.12)
elif wages &gt; 44475 and wages &lt;= 88275:
val = 4453.50 + ((wages - 44475) * 0.22)
elif wages &gt; 88275 and wages &lt;= 163275:
val = 14089.50 + ((wages - 88275) * 0.24)
elif wages &gt; 163275 and wages &lt;= 205775:
val = 32089.50 + ((wages - 163275) * 0.32)
elif wages &gt; 205775 and wages &lt;= 305775:
val = 45689.50 + ((wages - 205775) * 0.35)
elif wages &gt; 305775:
val = 80689.50 + ((wages - 305775) * 0.37)
###
# Married ANNUAL
###
elif 'annually' == schedule_pay:
wages -= allowances * 4150.00
if is_nra:
wages += 7850.00
if wages &gt; 11550 and wages &lt;= 30600:
val = 0.00 + ((wages - 11550) * 0.10)
elif wages &gt; 30600 and wages &lt;= 88950:
val = 1905.00 + ((wages - 30600) * 0.12)
elif wages &gt; 88950 and wages &lt;= 176550:
val = 8907.00 + ((wages - 88950) * 0.22)
elif wages &gt; 176550 and wages &lt;= 326550:
val = 28179.00 + ((wages - 176550) * 0.24)
elif wages &gt; 326550 and wages &lt;= 411550:
val = 64179.00 + ((wages - 326550) * 0.32)
elif wages &gt; 411550 and wages &lt;= 611550:
val = 91379.00 + ((wages - 411550) * 0.35)
elif wages &gt; 611550:
val = 161379.00 + ((wages - 611550) * 0.37)
else:
raise Exception('Invalid schedule_pay="' + schedule_pay + '" for W4 Allowance calculation')
result = -(val + additional)
</field>
<field name="register_id" ref="contrib_register_eftps_941"/>
</record>
<record id="hr_payroll_rules_futa_wages_2018" model="hr.salary.rule">
<field name="sequence" eval="422"/>
<field name="category_id" ref="hr_payroll_futa_wages"/>
<field name="name">FUTA Federal Unemployment - Wages (2018)</field>
<field name="code">FUTA_WAGES_2018</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2018' and contract.futa_type != contract.FUTA_TYPE_EXEMPT)</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
###
ytd = payslip.sum('FUTA_WAGES_2018', '2018-01-01', '2019-01-01')
ytd += contract.external_wages
remaining = 7000.0 - ytd
if remaining &lt;= 0.0:
result = 0
elif remaining &lt; categories.GROSS:
result = remaining
else:
result = categories.GROSS
</field>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_futa_2018" model="hr.salary.rule">
<field name="sequence" eval="442"/>
<field name="category_id" ref="hr_payroll_futa"/>
<field name="name">FUTA Federal Unemployment (2018)</field>
<field name="code">FUTA_2018</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2018' and contract.futa_type != contract.FUTA_TYPE_EXEMPT)</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
result_rate = -(contract.futa_rate(2018))
result = categories.FUTA_WAGES
</field>
<field name="register_id" ref="contrib_register_eftps_940"/>
<field name="appears_on_payslip" eval="False"/>
</record>
</data>
</odoo>

47
l10n_us_hr_payroll/l10n_us_hr_payroll.py Executable file
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from odoo import models, fields, api
class USHrContract(models.Model):
FUTA_TYPE_EXEMPT = 'exempt'
FUTA_TYPE_BASIC = 'basic'
FUTA_TYPE_NORMAL = 'normal'
FUTA_YEARS_VALID = (
2016,
2017,
2018,
)
_inherit = 'hr.contract'
schedule_pay = fields.Selection(selection_add=[('semi-monthly', 'Semi-monthly')])
w4_allowances = fields.Integer(string='Federal W4 Allowances', default=0)
w4_filing_status = fields.Selection([
('', 'Exempt'),
('single', 'Single'),
('married', 'Married'),
('married_as_single', 'Married but at Single Rate'),
], string='Federal W4 Filing Status', default='single')
w4_is_nonresident_alien = fields.Boolean(string="Federal W4 Is Nonresident Alien", default=False)
w4_additional_withholding = fields.Float(string="Federal W4 Additional Withholding", default=0.0)
external_wages = fields.Float(string='External Existing Wages', default=0.0)
futa_type = fields.Selection([
(FUTA_TYPE_EXEMPT, 'Exempt (0%)'),
(FUTA_TYPE_NORMAL, 'Normal Net Rate (0.6%)'),
(FUTA_TYPE_BASIC, 'Basic Rate (6%)'),
], string="Federal Unemployment Tax Type (FUTA)", default='normal')
@api.multi
def futa_rate(self, year):
self.ensure_one()
if year not in self.FUTA_YEARS_VALID:
raise NotImplemented('FUTA rate for Year: ' + str(year) + ' not known.')
if self.futa_type == self.FUTA_TYPE_EXEMPT:
return 0.0
elif self.futa_type == self.FUTA_TYPE_NORMAL:
return 0.6
else:
return 6.0

27
l10n_us_hr_payroll/l10n_us_hr_payroll_view.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<record id="hr_contract_form_l10n_us_inherit" model="ir.ui.view">
<field name="name">hr.contract.form.inherit</field>
<field name="model">hr.contract</field>
<field name="priority">20</field>
<field name="inherit_id" ref="hr_contract.hr_contract_view_form"/>
<field name="arch" type="xml">
<data>
<xpath expr="//page[@name='other']" position="before">
<page string="US Filing" name="us_filing">
<group>
<field name="w4_filing_status"/>
<field name="w4_allowances"/>
<field name="w4_additional_withholding"/>
<field name="w4_is_nonresident_alien"/>
<field name="external_wages"/>
<field name="futa_type"/>
</group>
</page>
</xpath>
</data>
</field>
</record>
</data>
</odoo>

6
l10n_us_hr_payroll/tests/__init__.py Executable file
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# -*- coding: utf-8 -*-
from . import test_us_payslip
from . import test_us_payslip_2016
from . import test_us_payslip_2017
from . import test_us_payslip_2018

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l10n_us_hr_payroll/tests/test_us_payslip.py Executable file
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# -*- coding: utf-8 -*-
from logging import getLogger
from sys import float_info as sys_float_info
from odoo.tests import common
from odoo.tools.float_utils import float_round as odoo_float_round
from odoo.addons.l10n_us_hr_payroll.l10n_us_hr_payroll import USHrContract
def process_payslip(payslip):
try:
#v9
payslip.process_sheet()
except AttributeError:
payslip.action_payslip_done()
class TestUsPayslip(common.TransactionCase):
debug = False
_logger = getLogger(__name__)
float_info = sys_float_info
def float_round(self, value, digits):
return odoo_float_round(value, digits)
_payroll_digits = -1
@property
def payroll_digits(self):
if self._payroll_digits == -1:
self._payroll_digits = self.env['decimal.precision'].precision_get('Payroll')
return self._payroll_digits
def _log(self, message):
if self.debug:
self._logger.warn(message)
def _createEmployee(self):
return self.env['hr.employee'].create({
'birthday': '1985-03-14',
'country_id': self.ref('base.us'),
'department_id': self.ref('hr.dep_rd'),
'gender': 'male',
'name': 'Jared'
})
def _createContract(self, employee, salary,
schedule_pay='monthly',
w4_allowances=0,
w4_filing_status='single',
w4_is_nonresident_alien=False,
w4_additional_withholding=0.0,
external_wages=0.0,
struct_id=False,
futa_type=USHrContract.FUTA_TYPE_NORMAL,
):
if not struct_id:
struct_id = self.ref('l10n_us_hr_payroll.hr_payroll_salary_structure_us_employee')
return self.env['hr.contract'].create({
'date_start': '2016-01-01',
'date_end': '2030-12-31',
'name': 'Contract for Jared 2016',
'wage': salary,
'type_id': self.ref('hr_contract.hr_contract_type_emp'),
'employee_id': employee.id,
'struct_id': struct_id,
'resource_calendar_id': self.ref('resource.resource_calendar_std'),
'schedule_pay': schedule_pay,
'w4_allowances': w4_allowances,
'w4_filing_status': w4_filing_status,
'w4_is_nonresident_alien': w4_is_nonresident_alien,
'w4_additional_withholding': w4_additional_withholding,
'external_wages': external_wages,
'futa_type': futa_type,
'state': 'open', # if not "Running" then no automatic selection when Payslip is created
})
def _createPayslip(self, employee, date_from, date_to):
return self.env['hr.payslip'].create({
'employee_id': employee.id,
'date_from': date_from,
'date_to': date_to
})
def _getCategories(self, payslip):
detail_lines = payslip.details_by_salary_rule_category
categories = {}
for line in detail_lines:
self._log(' line code: ' + str(line.code) +
' category code: ' + line.category_id.code +
' total: ' + str(line.total) +
' rate: ' + str(line.rate) +
' amount: ' + str(line.amount))
if line.category_id.code not in categories:
categories[line.category_id.code] = line.total
else:
categories[line.category_id.code] += line.total
return categories
def assertPayrollEqual(self, first, second):
self.assertAlmostEqual(first, second, self.payroll_digits)
def test_semi_monthly(self):
salary = 80000.0
employee = self._createEmployee()
contract = self._createContract(employee, salary, schedule_pay='semi-monthly')
payslip = self._createPayslip(employee, '2016-01-01', '2016-01-14')
payslip.compute_sheet()

377
l10n_us_hr_payroll/tests/test_us_payslip_2016.py Executable file
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from .test_us_payslip import TestUsPayslip, process_payslip
from odoo.addons.l10n_us_hr_payroll.l10n_us_hr_payroll import USHrContract
class TestUsPayslip2016(TestUsPayslip):
FUTA_RATE_NORMAL_2016 = 0.6
FUTA_RATE_BASIC_2016 = 6.0
FUTA_RATE_EXEMPT_2016 = 0.0
###
# 2016 Taxes and Rates
###
def test_2016_taxes(self):
# salary is high so that second payslip runs over max
# social security salary
salary = 80000.0
## tax rates
FICA_SS = -0.062
FICA_M = -0.0145
FUTA = -self.FUTA_RATE_NORMAL_2016 / 100.0
FICA_M_ADD = -0.009
## tax maximums
FICA_SS_MAX_WAGE = 118500.0
FICA_M_MAX_WAGE = self.float_info.max
FICA_M_ADD_START_WAGE = 200000.0
FUTA_MAX_WAGE = 7000.0
employee = self._createEmployee()
contract = self._createContract(employee, salary)
self._log('2016 tax first payslip:')
payslip = self._createPayslip(employee, '2016-01-01', '2016-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FICA_EMP_SS_WAGES'], salary)
self.assertPayrollEqual(cats['FICA_EMP_SS'], cats['FICA_EMP_SS_WAGES'] * FICA_SS)
self.assertPayrollEqual(cats['FICA_EMP_M_WAGES'], salary)
self.assertPayrollEqual(cats['FICA_EMP_M'], cats['FICA_EMP_M_WAGES'] * FICA_M)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD_WAGES'], 0.0)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD'], 0.0)
self.assertPayrollEqual(cats['FICA_COMP_SS'], cats['FICA_EMP_SS'])
self.assertPayrollEqual(cats['FICA_COMP_M'], cats['FICA_EMP_M'])
self.assertPayrollEqual(cats['FUTA_WAGES'], FUTA_MAX_WAGE)
self.assertPayrollEqual(cats['FUTA'], cats['FUTA_WAGES'] * FUTA)
process_payslip(payslip)
# Make a new payslip, this one will have maximums for FICA Social Security Wages
remaining_ss_wages = FICA_SS_MAX_WAGE - salary if (FICA_SS_MAX_WAGE - 2 * salary < salary) else salary
remaining_m_wages = FICA_M_MAX_WAGE - salary if (FICA_M_MAX_WAGE - 2 * salary < salary) else salary
self._log('2016 tax second payslip:')
payslip = self._createPayslip(employee, '2016-02-01', '2016-02-29') # 2016 is a leap year
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FICA_EMP_SS_WAGES'], remaining_ss_wages)
self.assertPayrollEqual(cats['FICA_EMP_SS'], cats['FICA_EMP_SS_WAGES'] * FICA_SS)
self.assertPayrollEqual(cats['FICA_EMP_M_WAGES'], remaining_m_wages)
self.assertPayrollEqual(cats['FICA_EMP_M'], cats['FICA_EMP_M_WAGES'] * FICA_M)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD_WAGES'], 0.0)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD'], 0.0)
self.assertPayrollEqual(cats['FICA_COMP_SS'], cats['FICA_EMP_SS'])
self.assertPayrollEqual(cats['FICA_COMP_M'], cats['FICA_EMP_M'])
self.assertPayrollEqual(cats['FUTA_WAGES'], 0)
self.assertPayrollEqual(cats['FUTA'], 0)
process_payslip(payslip)
# Make a new payslip, this one will have reached Medicare Additional (employee only)
self._log('2016 tax third payslip:')
payslip = self._createPayslip(employee, '2016-03-01', '2016-03-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FICA_EMP_M_WAGES'], salary)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD_WAGES'], FICA_M_ADD_START_WAGE - (salary * 2)) # aka 40k
self.assertPayrollEqual(cats['FICA_EMP_M_ADD'], cats['FICA_EMP_M_ADD_WAGES'] * FICA_M_ADD)
process_payslip(payslip)
# Make a new payslip, this one will have all salary as Medicare Additional
self._log('2016 tax fourth payslip:')
payslip = self._createPayslip(employee, '2016-04-01', '2016-04-30')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FICA_EMP_M_WAGES'], salary)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD_WAGES'], salary)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD'], cats['FICA_EMP_M_ADD_WAGES'] * FICA_M_ADD)
process_payslip(payslip)
def test_2016_fed_income_withholding_single(self):
salary = 6000.00
schedule_pay = 'monthly'
w4_allowances = 3
w4_allowance_amt = 337.50 * w4_allowances
adjusted_salary = salary - w4_allowance_amt # should be 4987.50, but would work over a wide value for the rate
###
# Single MONTHLY form Publication 15
expected_withholding = self.float_round(-(431.95 + ((adjusted_salary - 3325) * 0.25)), self.payroll_digits)
employee = self._createEmployee()
contract = self._createContract(employee, salary, schedule_pay, w4_allowances, 'single')
self._log('2016 fed income single payslip: adjusted_salary: ' + str(adjusted_salary))
payslip = self._createPayslip(employee, '2016-01-01', '2016-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FED_INC_WITHHOLD'], expected_withholding)
def test_2016_fed_income_withholding_married_as_single(self):
salary = 500.00
schedule_pay = 'weekly'
w4_allowances = 1
w4_allowance_amt = 77.90 * w4_allowances
adjusted_salary = salary - w4_allowance_amt # should be 422.10, but would work over a wide value for the rate
###
# Single MONTHLY form Publication 15
expected_withholding = self.float_round(-(17.90 + ((adjusted_salary - 222) * 0.15)), self.payroll_digits)
employee = self._createEmployee()
contract = self._createContract(employee, salary, schedule_pay, w4_allowances, 'married_as_single')
self._log('2016 fed income married_as_single payslip: adjusted_salary: ' + str(adjusted_salary))
payslip = self._createPayslip(employee, '2016-01-01', '2016-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FED_INC_WITHHOLD'], expected_withholding)
def test_2016_fed_income_withholding_married(self):
salary = 14000.00
schedule_pay = 'bi-weekly'
w4_allowances = 2
w4_allowance_amt = 155.80 * w4_allowances
adjusted_salary = salary - w4_allowance_amt # should be 1368.84, but would work over a wide value for the rate
###
# Single MONTHLY form Publication 15
expected_withholding = self.float_round(-(1992.05 + ((adjusted_salary - 9231) * 0.33)), self.payroll_digits)
employee = self._createEmployee()
contract = self._createContract(employee, salary, schedule_pay, w4_allowances, 'married')
self._log('2016 fed income married payslip: adjusted_salary: ' + str(adjusted_salary))
payslip = self._createPayslip(employee, '2016-01-01', '2016-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FED_INC_WITHHOLD'], expected_withholding)
def test_2016_taxes_with_external(self):
## tax rates
FICA_SS = -0.062
FICA_M = -0.0145
FUTA = -self.FUTA_RATE_NORMAL_2016 / 100.0
FICA_M_ADD = -0.009
## tax maximums
FICA_SS_MAX_WAGE = 118500.0
FICA_M_MAX_WAGE = self.float_info.max
FICA_M_ADD_START_WAGE = 200000.0
FUTA_MAX_WAGE = 7000.0
# social security salary
salary = FICA_M_ADD_START_WAGE
external_wages = 6000.0
employee = self._createEmployee()
contract = self._createContract(employee, salary, external_wages=external_wages)
self._log('2016 tax first payslip:')
payslip = self._createPayslip(employee, '2016-01-01', '2016-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FICA_EMP_SS_WAGES'], FICA_SS_MAX_WAGE - external_wages)
self.assertPayrollEqual(cats['FICA_EMP_SS'], cats['FICA_EMP_SS_WAGES'] * FICA_SS)
self.assertPayrollEqual(cats['FICA_EMP_M_WAGES'], salary)
self.assertPayrollEqual(cats['FICA_EMP_M'], cats['FICA_EMP_M_WAGES'] * FICA_M)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD_WAGES'], 0.0)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD'], cats['FICA_EMP_M_ADD_WAGES'] * FICA_M_ADD)
self.assertPayrollEqual(cats['FICA_COMP_SS'], cats['FICA_EMP_SS'])
self.assertPayrollEqual(cats['FICA_COMP_M'], cats['FICA_EMP_M'])
self.assertPayrollEqual(cats['FUTA_WAGES'], FUTA_MAX_WAGE - external_wages)
self.assertPayrollEqual(cats['FUTA'], cats['FUTA_WAGES'] * FUTA)
def test_2016_taxes_with_full_futa(self):
## tax rates
FICA_SS = -0.062
FICA_M = -0.0145
FUTA = -self.FUTA_RATE_BASIC_2016 / 100.0 # because of state exemption
FICA_M_ADD = -0.009
## tax maximums
FICA_SS_MAX_WAGE = 118500.0
FICA_M_MAX_WAGE = self.float_info.max
FICA_M_ADD_START_WAGE = 200000.0
FUTA_MAX_WAGE = 7000.0
# social security salary
salary = FICA_M_ADD_START_WAGE
employee = self._createEmployee()
contract = self._createContract(employee, salary, futa_type=USHrContract.FUTA_TYPE_BASIC)
self._log('2016 tax first payslip:')
payslip = self._createPayslip(employee, '2016-01-01', '2016-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FICA_EMP_SS_WAGES'], FICA_SS_MAX_WAGE)
self.assertPayrollEqual(cats['FICA_EMP_SS'], cats['FICA_EMP_SS_WAGES'] * FICA_SS)
self.assertPayrollEqual(cats['FICA_EMP_M_WAGES'], salary)
self.assertPayrollEqual(cats['FICA_EMP_M'], cats['FICA_EMP_M_WAGES'] * FICA_M)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD_WAGES'], 0.0)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD'], cats['FICA_EMP_M_ADD_WAGES'] * FICA_M_ADD)
self.assertPayrollEqual(cats['FICA_COMP_SS'], cats['FICA_EMP_SS'])
self.assertPayrollEqual(cats['FICA_COMP_M'], cats['FICA_EMP_M'])
self.assertPayrollEqual(cats['FUTA_WAGES'], FUTA_MAX_WAGE)
self.assertPayrollEqual(cats['FUTA'], cats['FUTA_WAGES'] * FUTA)
def test_2016_taxes_with_futa_exempt(self):
## tax rates
FICA_SS = -0.062
FICA_M = -0.0145
FUTA = self.FUTA_RATE_EXEMPT_2016 # because of exemption
FICA_M_ADD = -0.009
## tax maximums
FICA_SS_MAX_WAGE = 118500.0
FICA_M_MAX_WAGE = self.float_info.max
FICA_M_ADD_START_WAGE = 200000.0
FUTA_MAX_WAGE = 7000.0
# social security salary
salary = FICA_M_ADD_START_WAGE
employee = self._createEmployee()
contract = self._createContract(employee, salary, futa_type=USHrContract.FUTA_TYPE_EXEMPT)
self._log('2016 tax first payslip:')
payslip = self._createPayslip(employee, '2016-01-01', '2016-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FICA_EMP_SS_WAGES'], FICA_SS_MAX_WAGE)
self.assertPayrollEqual(cats['FICA_EMP_SS'], cats['FICA_EMP_SS_WAGES'] * FICA_SS)
self.assertPayrollEqual(cats['FICA_EMP_M_WAGES'], salary)
self.assertPayrollEqual(cats['FICA_EMP_M'], cats['FICA_EMP_M_WAGES'] * FICA_M)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD_WAGES'], 0.0)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD'], cats['FICA_EMP_M_ADD_WAGES'] * FICA_M_ADD)
self.assertPayrollEqual(cats['FICA_COMP_SS'], cats['FICA_EMP_SS'])
self.assertPayrollEqual(cats['FICA_COMP_M'], cats['FICA_EMP_M'])
FUTA_WAGES = 0.0
if 'FUTA_WAGES' in cats:
FUTA_WAGES = cats['FUTA_WAGES']
FUTA = 0.0
if 'FUTA' in cats:
FUTA = cats['FUTA']
self.assertPayrollEqual(FUTA_WAGES, 0.0)
self.assertPayrollEqual(FUTA, FUTA_WAGES * FUTA)
def test_2016_fed_income_withholding_nonresident_alien(self):
salary = 3500.00
schedule_pay = 'quarterly'
w4_allowances = 1
w4_allowance_amt = 1012.50 * w4_allowances
nra_adjustment = 562.50 # for quarterly
adjusted_salary = salary - w4_allowance_amt + nra_adjustment # 3050
###
# Single QUARTERLY form Publication 15
expected_withholding = self.float_round(-(231.80 + ((adjusted_salary - 2881) * 0.15)), self.payroll_digits)
employee = self._createEmployee()
contract = self._createContract(employee, salary, schedule_pay, w4_allowances, 'single',
w4_is_nonresident_alien=True)
self._log('2016 fed income single payslip nonresident alien: adjusted_salary: ' + str(adjusted_salary))
payslip = self._createPayslip(employee, '2016-01-01', '2016-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FED_INC_WITHHOLD'], expected_withholding)
def test_2016_fed_income_additional_withholding(self):
salary = 50000.00
schedule_pay = 'annually'
w4_additional_withholding = 5000.0
w4_allowances = 2
w4_allowance_amt = 4050.0 * w4_allowances
adjusted_salary = salary - w4_allowance_amt # 41900
###
# Single ANNUAL form Publication 15
expected_withholding = self.float_round(-((1855 + ((adjusted_salary - 27100) * 0.15)) + w4_additional_withholding),
self.payroll_digits)
employee = self._createEmployee()
contract = self._createContract(employee, salary, schedule_pay, w4_allowances, 'married',
w4_additional_withholding=w4_additional_withholding)
self._log('2016 fed income married payslip additional withholding: adjusted_salary: ' + str(adjusted_salary))
payslip = self._createPayslip(employee, '2016-01-01', '2016-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FED_INC_WITHHOLD'], expected_withholding)
def test_2016_taxes_with_w4_exempt(self):
salary = 6000.0
schedule_pay = 'bi-weekly'
w4_allowances = 0
employee = self._createEmployee()
contract = self._createContract(employee, salary, schedule_pay, w4_allowances, '')
self._log('2016 tax w4 exempt payslip:')
payslip = self._createPayslip(employee, '2016-01-01', '2016-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
FED_INC_WITHHOLD = 0.0
if 'FED_INC_WITHHOLD' in cats:
FED_INC_WITHHOLD = cats['FED_INC_WITHHOLD']
self.assertPayrollEqual(FED_INC_WITHHOLD, 0.0)

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l10n_us_hr_payroll/tests/test_us_payslip_2017.py Executable file
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from .test_us_payslip import TestUsPayslip, process_payslip
from odoo.addons.l10n_us_hr_payroll.l10n_us_hr_payroll import USHrContract
from sys import float_info
class TestUsPayslip2017(TestUsPayslip):
# FUTA Constants
FUTA_RATE_NORMAL = 0.6
FUTA_RATE_BASIC = 6.0
FUTA_RATE_EXEMPT = 0.0
# Wage caps
FICA_SS_MAX_WAGE = 127200.0
FICA_M_MAX_WAGE = float_info.max
FICA_M_ADD_START_WAGE = 200000.0
FUTA_MAX_WAGE = 7000.0
# Rates
FICA_SS = 6.2 / -100.0
FICA_M = 1.45 / -100.0
FUTA = FUTA_RATE_NORMAL / -100.0
FICA_M_ADD = 0.9 / -100.0
###
# 2017 Taxes and Rates
###
def test_2017_taxes(self):
# salary is high so that second payslip runs over max
# social security salary
salary = 80000.0
employee = self._createEmployee()
self._createContract(employee, salary)
self._log('2016 tax last slip')
payslip = self._createPayslip(employee, '2016-12-01', '2016-12-31')
payslip.compute_sheet()
process_payslip(payslip)
self._log('2017 tax first payslip:')
payslip = self._createPayslip(employee, '2017-01-01', '2017-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FICA_EMP_SS_WAGES'], salary)
self.assertPayrollEqual(cats['FICA_EMP_SS'], cats['FICA_EMP_SS_WAGES'] * self.FICA_SS)
self.assertPayrollEqual(cats['FICA_EMP_M_WAGES'], salary)
self.assertPayrollEqual(cats['FICA_EMP_M'], cats['FICA_EMP_M_WAGES'] * self.FICA_M)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD_WAGES'], 0.0)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD'], 0.0)
self.assertPayrollEqual(cats['FICA_COMP_SS'], cats['FICA_EMP_SS'])
self.assertPayrollEqual(cats['FICA_COMP_M'], cats['FICA_EMP_M'])
self.assertPayrollEqual(cats['FUTA_WAGES'], self.FUTA_MAX_WAGE)
self.assertPayrollEqual(cats['FUTA'], cats['FUTA_WAGES'] * self.FUTA)
process_payslip(payslip)
# Make a new payslip, this one will have maximums for FICA Social Security Wages
remaining_ss_wages = self.FICA_SS_MAX_WAGE - salary if (self.FICA_SS_MAX_WAGE - 2 * salary < salary) else salary
remaining_m_wages = self.FICA_M_MAX_WAGE - salary if (self.FICA_M_MAX_WAGE - 2 * salary < salary) else salary
self._log('2017 tax second payslip:')
payslip = self._createPayslip(employee, '2017-02-01', '2017-02-28')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FICA_EMP_SS_WAGES'], remaining_ss_wages)
self.assertPayrollEqual(cats['FICA_EMP_SS'], cats['FICA_EMP_SS_WAGES'] * self.FICA_SS)
self.assertPayrollEqual(cats['FICA_EMP_M_WAGES'], remaining_m_wages)
self.assertPayrollEqual(cats['FICA_EMP_M'], cats['FICA_EMP_M_WAGES'] * self.FICA_M)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD_WAGES'], 0.0)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD'], 0.0)
self.assertPayrollEqual(cats['FICA_COMP_SS'], cats['FICA_EMP_SS'])
self.assertPayrollEqual(cats['FICA_COMP_M'], cats['FICA_EMP_M'])
self.assertPayrollEqual(cats['FUTA_WAGES'], 0)
self.assertPayrollEqual(cats['FUTA'], 0)
process_payslip(payslip)
# Make a new payslip, this one will have reached Medicare Additional (employee only)
self._log('2017 tax third payslip:')
payslip = self._createPayslip(employee, '2017-03-01', '2017-03-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FICA_EMP_M_WAGES'], salary)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD_WAGES'], self.FICA_M_ADD_START_WAGE - (salary * 2)) # aka 40k
self.assertPayrollEqual(cats['FICA_EMP_M_ADD'], cats['FICA_EMP_M_ADD_WAGES'] * self.FICA_M_ADD)
process_payslip(payslip)
# Make a new payslip, this one will have all salary as Medicare Additional
self._log('2017 tax fourth payslip:')
payslip = self._createPayslip(employee, '2017-04-01', '2017-04-30')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FICA_EMP_M_WAGES'], salary)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD_WAGES'], salary)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD'], cats['FICA_EMP_M_ADD_WAGES'] * self.FICA_M_ADD)
process_payslip(payslip)
def test_2017_fed_income_withholding_single(self):
salary = 6000.00
schedule_pay = 'monthly'
w4_allowances = 3
w4_allowance_amt = 337.50 * w4_allowances
adjusted_salary = salary - w4_allowance_amt # should be 4987.50, but would work over a wide value for the rate
###
# Single MONTHLY form Publication 15
expected_withholding = self.float_round(-(435.45 + ((adjusted_salary - 3354) * 0.25)), self.payroll_digits)
employee = self._createEmployee()
self._createContract(employee, salary, schedule_pay, w4_allowances, 'single')
self._log('2017 fed income single payslip: adjusted_salary: ' + str(adjusted_salary))
payslip = self._createPayslip(employee, '2017-01-01', '2017-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FED_INC_WITHHOLD'], expected_withholding)
def test_2017_fed_income_withholding_married_as_single(self):
salary = 500.00
schedule_pay = 'weekly'
w4_allowances = 1
w4_allowance_amt = 77.90 * w4_allowances
adjusted_salary = salary - w4_allowance_amt # should be 422.10, but would work over a wide value for the rate
###
# Single MONTHLY form Publication 15
expected_withholding = self.float_round(-(18.00 + ((adjusted_salary - 224) * 0.15)), self.payroll_digits)
employee = self._createEmployee()
self._createContract(employee, salary, schedule_pay, w4_allowances, 'married_as_single')
self._log('2017 fed income married_as_single payslip: adjusted_salary: ' + str(adjusted_salary))
payslip = self._createPayslip(employee, '2017-01-01', '2017-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FED_INC_WITHHOLD'], expected_withholding)
def test_2017_fed_income_withholding_married(self):
salary = 14000.00
schedule_pay = 'bi-weekly'
w4_allowances = 2
w4_allowance_amt = 155.80 * w4_allowances
adjusted_salary = salary - w4_allowance_amt # should be 1368.84, but would work over a wide value for the rate
###
# Single MONTHLY form Publication 15
expected_withholding = self.float_round(-(2008.61 + ((adjusted_salary - 9308) * 0.33)), self.payroll_digits)
employee = self._createEmployee()
self._createContract(employee, salary, schedule_pay, w4_allowances, 'married')
self._log('2017 fed income married payslip: adjusted_salary: ' + str(adjusted_salary))
payslip = self._createPayslip(employee, '2017-01-01', '2017-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FED_INC_WITHHOLD'], expected_withholding)
def test_2017_taxes_with_external(self):
# social security salary
salary = self.FICA_M_ADD_START_WAGE
external_wages = 6000.0
employee = self._createEmployee()
self._createContract(employee, salary, external_wages=external_wages)
self._log('2017 tax first payslip:')
payslip = self._createPayslip(employee, '2017-01-01', '2017-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FICA_EMP_SS_WAGES'], self.FICA_SS_MAX_WAGE - external_wages)
self.assertPayrollEqual(cats['FICA_EMP_SS'], cats['FICA_EMP_SS_WAGES'] * self.FICA_SS)
self.assertPayrollEqual(cats['FICA_EMP_M_WAGES'], salary)
self.assertPayrollEqual(cats['FICA_EMP_M'], cats['FICA_EMP_M_WAGES'] * self.FICA_M)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD_WAGES'], 0.0)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD'], cats['FICA_EMP_M_ADD_WAGES'] * self.FICA_M_ADD)
self.assertPayrollEqual(cats['FICA_COMP_SS'], cats['FICA_EMP_SS'])
self.assertPayrollEqual(cats['FICA_COMP_M'], cats['FICA_EMP_M'])
self.assertPayrollEqual(cats['FUTA_WAGES'], self.FUTA_MAX_WAGE - external_wages)
self.assertPayrollEqual(cats['FUTA'], cats['FUTA_WAGES'] * self.FUTA)
def test_2017_taxes_with_full_futa(self):
futa_rate = self.FUTA_RATE_BASIC / -100.0
# social security salary
salary = self.FICA_M_ADD_START_WAGE
employee = self._createEmployee()
self._createContract(employee, salary, futa_type=USHrContract.FUTA_TYPE_BASIC)
self._log('2017 tax first payslip:')
payslip = self._createPayslip(employee, '2017-01-01', '2017-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FICA_EMP_SS_WAGES'], self.FICA_SS_MAX_WAGE)
self.assertPayrollEqual(cats['FICA_EMP_SS'], cats['FICA_EMP_SS_WAGES'] * self.FICA_SS)
self.assertPayrollEqual(cats['FICA_EMP_M_WAGES'], salary)
self.assertPayrollEqual(cats['FICA_EMP_M'], cats['FICA_EMP_M_WAGES'] * self.FICA_M)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD_WAGES'], 0.0)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD'], cats['FICA_EMP_M_ADD_WAGES'] * self.FICA_M_ADD)
self.assertPayrollEqual(cats['FICA_COMP_SS'], cats['FICA_EMP_SS'])
self.assertPayrollEqual(cats['FICA_COMP_M'], cats['FICA_EMP_M'])
self.assertPayrollEqual(cats['FUTA_WAGES'], self.FUTA_MAX_WAGE)
self.assertPayrollEqual(cats['FUTA'], cats['FUTA_WAGES'] * futa_rate)
def test_2017_taxes_with_futa_exempt(self):
futa_rate = self.FUTA_RATE_EXEMPT / -100.0 # because of exemption
# social security salary
salary = self.FICA_M_ADD_START_WAGE
employee = self._createEmployee()
self._createContract(employee, salary, futa_type=USHrContract.FUTA_TYPE_EXEMPT)
self._log('2017 tax first payslip:')
payslip = self._createPayslip(employee, '2017-01-01', '2017-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FICA_EMP_SS_WAGES'], self.FICA_SS_MAX_WAGE)
self.assertPayrollEqual(cats['FICA_EMP_SS'], cats['FICA_EMP_SS_WAGES'] * self.FICA_SS)
self.assertPayrollEqual(cats['FICA_EMP_M_WAGES'], salary)
self.assertPayrollEqual(cats['FICA_EMP_M'], cats['FICA_EMP_M_WAGES'] * self.FICA_M)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD_WAGES'], 0.0)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD'], cats['FICA_EMP_M_ADD_WAGES'] * self.FICA_M_ADD)
self.assertPayrollEqual(cats['FICA_COMP_SS'], cats['FICA_EMP_SS'])
self.assertPayrollEqual(cats['FICA_COMP_M'], cats['FICA_EMP_M'])
futa_wages = 0.0
if 'FUTA_WAGES' in cats:
futa_wages = cats['FUTA_WAGES']
futa = 0.0
if 'FUTA' in cats:
futa = cats['FUTA']
self.assertPayrollEqual(futa_wages, 0.0)
self.assertPayrollEqual(futa, futa_wages * futa_rate)
def test_2017_fed_income_withholding_nonresident_alien(self):
salary = 3500.00
schedule_pay = 'quarterly'
w4_allowances = 1
w4_allowance_amt = 1012.50 * w4_allowances
nra_adjustment = 575.00 # for quarterly
adjusted_salary = salary - w4_allowance_amt + nra_adjustment # 3050
###
# Single QUARTERLY form Publication 15
expected_withholding = self.float_round(-(233.10 + ((adjusted_salary - 2906) * 0.15)), self.payroll_digits)
employee = self._createEmployee()
self._createContract(employee, salary, schedule_pay, w4_allowances, 'single',
w4_is_nonresident_alien=True)
self._log('2017 fed income single payslip nonresident alien: adjusted_salary: ' + str(adjusted_salary))
payslip = self._createPayslip(employee, '2017-01-01', '2017-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FED_INC_WITHHOLD'], expected_withholding)
def test_2017_fed_income_additional_withholding(self):
salary = 50000.00
schedule_pay = 'annually'
w4_additional_withholding = 5000.0
w4_allowances = 2
w4_allowance_amt = 4050.0 * w4_allowances
adjusted_salary = salary - w4_allowance_amt # 41900
###
# Single ANNUAL form Publication 15
expected_withholding = \
self.float_round(-((1865.00 + ((adjusted_salary - 27300) * 0.15)) + w4_additional_withholding),
self.payroll_digits)
employee = self._createEmployee()
self._createContract(employee, salary, schedule_pay, w4_allowances, 'married',
w4_additional_withholding=w4_additional_withholding)
self._log('2017 fed income married payslip additional withholding: adjusted_salary: ' + str(adjusted_salary))
payslip = self._createPayslip(employee, '2017-01-01', '2017-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FED_INC_WITHHOLD'], expected_withholding)
def test_2017_taxes_with_w4_exempt(self):
salary = 6000.0
schedule_pay = 'bi-weekly'
w4_allowances = 0
employee = self._createEmployee()
self._createContract(employee, salary, schedule_pay, w4_allowances, '')
self._log('2017 tax w4 exempt payslip:')
payslip = self._createPayslip(employee, '2017-01-01', '2017-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
fed_inc_withhold = 0.0
if 'FED_INC_WITHHOLD' in cats:
fed_inc_withhold = cats['FED_INC_WITHHOLD']
self.assertPayrollEqual(fed_inc_withhold, 0.0)

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l10n_us_hr_payroll/tests/test_us_payslip_2018.py Executable file
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from .test_us_payslip import TestUsPayslip, process_payslip
from odoo.addons.l10n_us_hr_payroll.l10n_us_hr_payroll import USHrContract
from sys import float_info
class TestUsPayslip2018(TestUsPayslip):
# FUTA Constants
FUTA_RATE_NORMAL = 0.6
FUTA_RATE_BASIC = 6.0
FUTA_RATE_EXEMPT = 0.0
# Wage caps
FICA_SS_MAX_WAGE = 128400.0
FICA_M_MAX_WAGE = float_info.max
FICA_M_ADD_START_WAGE = 200000.0
FUTA_MAX_WAGE = 7000.0
# Rates
FICA_SS = 6.2 / -100.0
FICA_M = 1.45 / -100.0
FUTA = FUTA_RATE_NORMAL / -100.0
FICA_M_ADD = 0.9 / -100.0
###
# 2018 Taxes and Rates
###
def test_2018_taxes(self):
# salary is high so that second payslip runs over max
# social security salary
salary = 80000.0
employee = self._createEmployee()
self._createContract(employee, salary)
self._log('2017 tax last slip')
payslip = self._createPayslip(employee, '2017-12-01', '2017-12-31')
payslip.compute_sheet()
process_payslip(payslip)
self._log('2018 tax first payslip:')
payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FICA_EMP_SS_WAGES'], salary)
self.assertPayrollEqual(cats['FICA_EMP_SS'], cats['FICA_EMP_SS_WAGES'] * self.FICA_SS)
self.assertPayrollEqual(cats['FICA_EMP_M_WAGES'], salary)
self.assertPayrollEqual(cats['FICA_EMP_M'], cats['FICA_EMP_M_WAGES'] * self.FICA_M)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD_WAGES'], 0.0)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD'], 0.0)
self.assertPayrollEqual(cats['FICA_COMP_SS'], cats['FICA_EMP_SS'])
self.assertPayrollEqual(cats['FICA_COMP_M'], cats['FICA_EMP_M'])
self.assertPayrollEqual(cats['FUTA_WAGES'], self.FUTA_MAX_WAGE)
self.assertPayrollEqual(cats['FUTA'], cats['FUTA_WAGES'] * self.FUTA)
process_payslip(payslip)
# Make a new payslip, this one will have maximums for FICA Social Security Wages
remaining_ss_wages = self.FICA_SS_MAX_WAGE - salary if (self.FICA_SS_MAX_WAGE - 2 * salary < salary) else salary
remaining_m_wages = self.FICA_M_MAX_WAGE - salary if (self.FICA_M_MAX_WAGE - 2 * salary < salary) else salary
self._log('2018 tax second payslip:')
payslip = self._createPayslip(employee, '2018-02-01', '2018-02-28')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FICA_EMP_SS_WAGES'], remaining_ss_wages)
self.assertPayrollEqual(cats['FICA_EMP_SS'], cats['FICA_EMP_SS_WAGES'] * self.FICA_SS)
self.assertPayrollEqual(cats['FICA_EMP_M_WAGES'], remaining_m_wages)
self.assertPayrollEqual(cats['FICA_EMP_M'], cats['FICA_EMP_M_WAGES'] * self.FICA_M)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD_WAGES'], 0.0)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD'], 0.0)
self.assertPayrollEqual(cats['FICA_COMP_SS'], cats['FICA_EMP_SS'])
self.assertPayrollEqual(cats['FICA_COMP_M'], cats['FICA_EMP_M'])
self.assertPayrollEqual(cats['FUTA_WAGES'], 0)
self.assertPayrollEqual(cats['FUTA'], 0)
process_payslip(payslip)
# Make a new payslip, this one will have reached Medicare Additional (employee only)
self._log('2018 tax third payslip:')
payslip = self._createPayslip(employee, '2018-03-01', '2018-03-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FICA_EMP_M_WAGES'], salary)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD_WAGES'], self.FICA_M_ADD_START_WAGE - (salary * 2)) # aka 40k
self.assertPayrollEqual(cats['FICA_EMP_M_ADD'], cats['FICA_EMP_M_ADD_WAGES'] * self.FICA_M_ADD)
process_payslip(payslip)
# Make a new payslip, this one will have all salary as Medicare Additional
self._log('2018 tax fourth payslip:')
payslip = self._createPayslip(employee, '2018-04-01', '2018-04-30')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FICA_EMP_M_WAGES'], salary)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD_WAGES'], salary)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD'], cats['FICA_EMP_M_ADD_WAGES'] * self.FICA_M_ADD)
process_payslip(payslip)
def test_2018_fed_income_withholding_single(self):
salary = 6000.00
schedule_pay = 'monthly'
w4_allowances = 3
w4_allowance_amt = 345.80 * w4_allowances
adjusted_salary = salary - w4_allowance_amt # should be 4962.60, but would work over a wide value for the rate
###
# Single MONTHLY form Publication 15
expected_withholding = self.float_round(-(371.12 + ((adjusted_salary - 3533) * 0.22)), self.payroll_digits)
employee = self._createEmployee()
self._createContract(employee, salary, schedule_pay, w4_allowances, 'single')
self._log('2018 fed income single payslip: adjusted_salary: ' + str(adjusted_salary))
payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FED_INC_WITHHOLD'], expected_withholding)
def test_2018_fed_income_withholding_married_as_single(self):
salary = 500.00
schedule_pay = 'weekly'
w4_allowances = 1
w4_allowance_amt = 79.80 * w4_allowances
adjusted_salary = salary - w4_allowance_amt # should be 420.50, but would work over a wide value for the rate
###
# Single MONTHLY form Publication 15
expected_withholding = self.float_round(-(18.30 + ((adjusted_salary - 254) * 0.12)), self.payroll_digits)
employee = self._createEmployee()
self._createContract(employee, salary, schedule_pay, w4_allowances, 'married_as_single')
self._log('2018 fed income married_as_single payslip: adjusted_salary: ' + str(adjusted_salary))
payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FED_INC_WITHHOLD'], expected_withholding)
def test_2018_fed_income_withholding_married(self):
salary = 14000.00
schedule_pay = 'bi-weekly'
w4_allowances = 2
w4_allowance_amt = 159.60 * w4_allowances
adjusted_salary = salary - w4_allowance_amt # should be 13680.80, but would work over a wide value for the rate
###
# Single MONTHLY form Publication 15
expected_withholding = self.float_round(-(2468.56 + ((adjusted_salary - 12560) * 0.32)), self.payroll_digits)
employee = self._createEmployee()
self._createContract(employee, salary, schedule_pay, w4_allowances, 'married')
self._log('2018 fed income married payslip: adjusted_salary: ' + str(adjusted_salary))
payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FED_INC_WITHHOLD'], expected_withholding)
def test_2018_taxes_with_external(self):
# social security salary
salary = self.FICA_M_ADD_START_WAGE
external_wages = 6000.0
employee = self._createEmployee()
self._createContract(employee, salary, external_wages=external_wages)
self._log('2018 tax first payslip:')
payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FICA_EMP_SS_WAGES'], self.FICA_SS_MAX_WAGE - external_wages)
self.assertPayrollEqual(cats['FICA_EMP_SS'], cats['FICA_EMP_SS_WAGES'] * self.FICA_SS)
self.assertPayrollEqual(cats['FICA_EMP_M_WAGES'], salary)
self.assertPayrollEqual(cats['FICA_EMP_M'], cats['FICA_EMP_M_WAGES'] * self.FICA_M)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD_WAGES'], 0.0)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD'], cats['FICA_EMP_M_ADD_WAGES'] * self.FICA_M_ADD)
self.assertPayrollEqual(cats['FICA_COMP_SS'], cats['FICA_EMP_SS'])
self.assertPayrollEqual(cats['FICA_COMP_M'], cats['FICA_EMP_M'])
self.assertPayrollEqual(cats['FUTA_WAGES'], self.FUTA_MAX_WAGE - external_wages)
self.assertPayrollEqual(cats['FUTA'], cats['FUTA_WAGES'] * self.FUTA)
def test_2018_taxes_with_full_futa(self):
futa_rate = self.FUTA_RATE_BASIC / -100.0
# social security salary
salary = self.FICA_M_ADD_START_WAGE
employee = self._createEmployee()
self._createContract(employee, salary, futa_type=USHrContract.FUTA_TYPE_BASIC)
self._log('2018 tax first payslip:')
payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FICA_EMP_SS_WAGES'], self.FICA_SS_MAX_WAGE)
self.assertPayrollEqual(cats['FICA_EMP_SS'], cats['FICA_EMP_SS_WAGES'] * self.FICA_SS)
self.assertPayrollEqual(cats['FICA_EMP_M_WAGES'], salary)
self.assertPayrollEqual(cats['FICA_EMP_M'], cats['FICA_EMP_M_WAGES'] * self.FICA_M)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD_WAGES'], 0.0)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD'], cats['FICA_EMP_M_ADD_WAGES'] * self.FICA_M_ADD)
self.assertPayrollEqual(cats['FICA_COMP_SS'], cats['FICA_EMP_SS'])
self.assertPayrollEqual(cats['FICA_COMP_M'], cats['FICA_EMP_M'])
self.assertPayrollEqual(cats['FUTA_WAGES'], self.FUTA_MAX_WAGE)
self.assertPayrollEqual(cats['FUTA'], cats['FUTA_WAGES'] * futa_rate)
def test_2018_taxes_with_futa_exempt(self):
futa_rate = self.FUTA_RATE_EXEMPT / -100.0 # because of exemption
# social security salary
salary = self.FICA_M_ADD_START_WAGE
employee = self._createEmployee()
self._createContract(employee, salary, futa_type=USHrContract.FUTA_TYPE_EXEMPT)
self._log('2018 tax first payslip:')
payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FICA_EMP_SS_WAGES'], self.FICA_SS_MAX_WAGE)
self.assertPayrollEqual(cats['FICA_EMP_SS'], cats['FICA_EMP_SS_WAGES'] * self.FICA_SS)
self.assertPayrollEqual(cats['FICA_EMP_M_WAGES'], salary)
self.assertPayrollEqual(cats['FICA_EMP_M'], cats['FICA_EMP_M_WAGES'] * self.FICA_M)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD_WAGES'], 0.0)
self.assertPayrollEqual(cats['FICA_EMP_M_ADD'], cats['FICA_EMP_M_ADD_WAGES'] * self.FICA_M_ADD)
self.assertPayrollEqual(cats['FICA_COMP_SS'], cats['FICA_EMP_SS'])
self.assertPayrollEqual(cats['FICA_COMP_M'], cats['FICA_EMP_M'])
futa_wages = 0.0
if 'FUTA_WAGES' in cats:
futa_wages = cats['FUTA_WAGES']
futa = 0.0
if 'FUTA' in cats:
futa = cats['FUTA']
self.assertPayrollEqual(futa_wages, 0.0)
self.assertPayrollEqual(futa, futa_wages * futa_rate)
def test_2018_fed_income_withholding_nonresident_alien(self):
salary = 3500.00
schedule_pay = 'quarterly'
w4_allowances = 1
w4_allowance_amt = 1037.50 * w4_allowances
nra_adjustment = 1962.50 # for quarterly
adjusted_salary = salary - w4_allowance_amt + nra_adjustment # 4425
###
# Single QUARTERLY form Publication 15
expected_withholding = self.float_round(-(238.10 + ((adjusted_salary - 3306) * 0.12)), self.payroll_digits)
employee = self._createEmployee()
self._createContract(employee, salary, schedule_pay, w4_allowances, 'single',
w4_is_nonresident_alien=True)
self._log('2018 fed income single payslip nonresident alien: adjusted_salary: ' + str(adjusted_salary))
payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FED_INC_WITHHOLD'], expected_withholding)
def test_2018_fed_income_additional_withholding(self):
salary = 50000.00
schedule_pay = 'annually'
w4_additional_withholding = 5000.0
w4_allowances = 2
w4_allowance_amt = 4150.00 * w4_allowances
adjusted_salary = salary - w4_allowance_amt # 41700
###
# Single ANNUAL form Publication 15
expected_withholding = \
self.float_round(-((1905.00 + ((adjusted_salary - 30600) * 0.12)) + w4_additional_withholding),
self.payroll_digits)
employee = self._createEmployee()
self._createContract(employee, salary, schedule_pay, w4_allowances, 'married',
w4_additional_withholding=w4_additional_withholding)
self._log('2018 fed income married payslip additional withholding: adjusted_salary: ' + str(adjusted_salary))
payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['FED_INC_WITHHOLD'], expected_withholding)
def test_2018_taxes_with_w4_exempt(self):
salary = 6000.0
schedule_pay = 'bi-weekly'
w4_allowances = 0
employee = self._createEmployee()
self._createContract(employee, salary, schedule_pay, w4_allowances, '')
self._log('2018 tax w4 exempt payslip:')
payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
fed_inc_withhold = 0.0
if 'FED_INC_WITHHOLD' in cats:
fed_inc_withhold = cats['FED_INC_WITHHOLD']
self.assertPayrollEqual(fed_inc_withhold, 0.0)

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l10n_us_hr_payroll_account/__init__.py Executable file
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# -*- coding: utf-8 -*-

22
l10n_us_hr_payroll_account/__manifest__.py Executable file
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# -*- encoding: utf-8 -*-
{
'name': 'USA - Payroll with Accounting',
'author': 'Hibou Corp. <hello@hibou.io>',
'license': 'AGPL-3',
'category': 'Localization',
'depends': ['l10n_us_hr_payroll', 'hr_payroll_account'],
'version': '11.0.2017.0.0',
'description': """
USA Payroll Accounting hooks.
=============================
* Links Rules to Accounts based on US Accounting Localization
""",
'auto_install': False,
'website': 'https://hibou.io/',
'data':[
'l10n_us_hr_payroll_account_data.xml',
],
'installable': True
}

87
l10n_us_hr_payroll_account/l10n_us_hr_payroll_account_data.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<!-- Basic -->
<record id="hr_payroll.hr_rule_basic" model="hr.salary.rule">
<!-- Salary Expense -->
<field name="account_debit" search="[('code', 'like', '212100%')]"/>
</record>
<record id="hr_payroll.hr_rule_net" model="hr.salary.rule">
<!-- Salary Payable / Accounts Payable -->
<field name="account_credit" search="[('code', 'like', '111100%')]"/>
</record>
<!-- Employee Deductions FICA & Federal Withholding -->
<record id="l10n_us_hr_payroll.hr_payroll_rules_fica_emp_ss_2016" model="hr.salary.rule">
<!-- Accounts Payable -->
<field name="account_debit" search="[('code', 'like', '111100%')]"/>
</record>
<record id="l10n_us_hr_payroll.hr_payroll_rules_fica_emp_m_2016" model="hr.salary.rule">
<!-- Accounts Payable -->
<field name="account_debit" search="[('code', 'like', '111100%')]"/>
</record>
<record id="l10n_us_hr_payroll.hr_payroll_rules_fica_emp_m_add_2016" model="hr.salary.rule">
<!-- Accounts Payable -->
<field name="account_debit" search="[('code', 'like', '111100%')]"/>
</record>
<record id="l10n_us_hr_payroll.hr_payroll_rules_fed_inc_withhold_2016_single" model="hr.salary.rule">
<!-- Accounts Payable -->
<field name="account_debit" search="[('code', 'like', '111100%')]"/>
</record>
<record id="l10n_us_hr_payroll.hr_payroll_rules_fed_inc_withhold_2016_married" model="hr.salary.rule">
<!-- Accounts Payable -->
<field name="account_debit" search="[('code', 'like', '111100%')]"/>
</record>
<!-- Company Contributions FICA & FUTA -->
<record id="l10n_us_hr_payroll.hr_payroll_rules_fica_comp_ss" model="hr.salary.rule">
<!-- Accounts Payable -->
<field name="account_debit" search="[('code', 'like', '111100%')]"/>
<!-- Salary Expense -->
<field name="account_credit" search="[('code', 'like', '220000%')]"/>
</record>
<record id="l10n_us_hr_payroll.hr_payroll_rules_fica_comp_m" model="hr.salary.rule">
<!-- Accounts Payable -->
<field name="account_debit" search="[('code', 'like', '111100%')]"/>
<!-- Salary Expense -->
<field name="account_credit" search="[('code', 'like', '220000%')]"/>
</record>
<record id="l10n_us_hr_payroll.hr_payroll_rules_futa_2016" model="hr.salary.rule">
<!-- Accounts Payable -->
<field name="account_debit" search="[('code', 'like', '111100%')]"/>
<!-- Salary Expense -->
<field name="account_credit" search="[('code', 'like', '220000%')]"/>
</record>
<!-- 2017 -->
<!-- Employee Deductions FICA & Federal Withholding -->
<record id="l10n_us_hr_payroll.hr_payroll_rules_fica_emp_ss_2017" model="hr.salary.rule">
<!-- Accounts Payable -->
<field name="account_debit" search="[('code', 'like', '111100%')]"/>
</record>
<record id="l10n_us_hr_payroll.hr_payroll_rules_fica_emp_m_2017" model="hr.salary.rule">
<!-- Accounts Payable -->
<field name="account_debit" search="[('code', 'like', '111100%')]"/>
</record>
<record id="l10n_us_hr_payroll.hr_payroll_rules_fica_emp_m_add_2017" model="hr.salary.rule">
<!-- Accounts Payable -->
<field name="account_debit" search="[('code', 'like', '111100%')]"/>
</record>
<record id="l10n_us_hr_payroll.hr_payroll_rules_fed_inc_withhold_2017_single" model="hr.salary.rule">
<!-- Accounts Payable -->
<field name="account_debit" search="[('code', 'like', '111100%')]"/>
</record>
<record id="l10n_us_hr_payroll.hr_payroll_rules_fed_inc_withhold_2017_married" model="hr.salary.rule">
<!-- Accounts Payable -->
<field name="account_debit" search="[('code', 'like', '111100%')]"/>
</record>
<!-- Company Contributions FICA & FUTA -->
<record id="l10n_us_hr_payroll.hr_payroll_rules_futa_2017" model="hr.salary.rule">
<!-- Accounts Payable -->
<field name="account_debit" search="[('code', 'like', '111100%')]"/>
<!-- Salary Expense -->
<field name="account_credit" search="[('code', 'like', '220000%')]"/>
</record>
</data>
</odoo>

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l10n_us_mo_hr_payroll/__init__.py Executable file
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# -*- coding: utf-8 -*-
from . import hr_payroll

28
l10n_us_mo_hr_payroll/__manifest__.py Executable file
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# -*- encoding: utf-8 -*-
{
'name': 'USA - Missouri - Payroll',
'author': 'Hibou Corp. <hello@hibou.io>',
'license': 'AGPL-3',
'category': 'Localization',
'depends': ['l10n_us_hr_payroll'],
'version': '11.0.2018.0.0',
'description': """
USA::Missouri Payroll Rules.
============================
* Contribution register and partner for Missouri Department of Revenue - Unemployment
* Contribution register and partner for Missouri Department of Revenue - Income Tax Withholding
* Contract level Missouri Exemptions and MO W-4 fields
* Company level Missouri Unemployment Rate
""",
'auto_install': False,
'website': 'https://hibou.io/',
'data': [
'hr_payroll_view.xml',
'data/base.xml',
'data/rules_2018.xml',
'data/final.xml',
],
'installable': True
}

46
l10n_us_mo_hr_payroll/data/base.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<!-- CONTRIBUTION REGISTERS -->
<record id="res_partner_modor_unemp" model="res.partner">
<field name="name">Missouri Department of Revenue - Unemployment Tax</field>
<field name="supplier">1</field>
<field eval="0" name="customer"/>
</record>
<record id="res_partner_modor_withhold" model="res.partner">
<field name="name">Missouri Department of Revenue - Income Tax Withholding</field>
<field name="supplier">1</field>
<field eval="0" name="customer"/>
</record>
<record id="contrib_register_modor_unemp" model="hr.contribution.register">
<field name="name">Missouri Unemployment</field>
<field name="note">Missouri Department of Revemie - Unemployment</field>
<field name="partner_id" ref="res_partner_modor_unemp"/>
</record>
<record id="contrib_register_modor_withhold" model="hr.contribution.register">
<field name="name">Missouri Income Tax Withholding</field>
<field name="note">Missouri Department of Revenue - Income Tax Withholding</field>
<field name="partner_id" ref="res_partner_modor_withhold"/>
</record>
<!-- HR SALARY RULE CATEGORIES-->
<record id="hr_payroll_mo_unemp_wages" model="hr.salary.rule.category">
<field name="name">Missouri Unemployment - Wages</field>
<field name="code">MO_UNEMP_WAGES</field>
</record>
<record id="hr_payroll_mo_unemp" model="hr.salary.rule.category">
<field name="name">Missouri Unemployment</field>
<field name="code">MO_UNEMP</field>
<field name="parent_id" ref="hr_payroll.COMP"/>
</record>
<record id="hr_payroll_mo_income_withhold" model="hr.salary.rule.category">
<field name="name">Missouri Income Withholding</field>
<field name="code">MO_INC_WITHHOLD</field>
<field name="parent_id" ref="hr_payroll.DED"/>
</record>
</data>
</odoo>

19
l10n_us_mo_hr_payroll/data/final.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<!-- HR PAYROLL STRUCTURE -->
<record id="hr_payroll_salary_structure_us_mo_employee" model="hr.payroll.structure">
<field name="code">US_MO_EMP</field>
<field name="name">USA Missouri Employee</field>
<field eval="[(6, 0, [
ref('hr_payroll_rules_mo_unemp_wages_2018'),
ref('hr_payroll_rules_mo_unemp_2018'),
ref('hr_payroll_rules_mo_inc_withhold_2018'),
])]" name="rule_ids"/>
<field name="company_id" ref="base.main_company"/>
<field name="parent_id" ref="l10n_us_hr_payroll.hr_payroll_salary_structure_us_employee"/>
</record>
</data>
</odoo>

159
l10n_us_mo_hr_payroll/data/rules_2018.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<!-- HR SALARY RULES-->
<record id="hr_payroll_rules_mo_unemp_wages_2018" model="hr.salary.rule">
<field name="sequence" eval="423"/>
<field name="category_id" ref="hr_payroll_mo_unemp_wages"/>
<field name="name">Missouri Unemployment - Wages (2018)</field>
<field name="code">MO_UNEMP_WAGES_2018</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2018')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
###
ytd = payslip.sum('MO_UNEMP_WAGES_2018', '2018-01-01', '2019-01-01')
ytd += contract.external_wages
remaining = 12500.0 - ytd
if remaining &lt;= 0.0:
result = 0
elif remaining &lt; categories.GROSS:
result = remaining
else:
result = categories.GROSS
</field>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_mo_unemp_2018" model="hr.salary.rule">
<field name="sequence" eval="443"/>
<field name="category_id" ref="hr_payroll_mo_unemp"/>
<field name="name">Missouri Unemployment (2018)</field>
<field name="code">MO_UNEMP_2018</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2018')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
result_rate = -contract.mo_unemp_rate(2018)
result = categories.MO_UNEMP_WAGES
# result_rate of 0 implies 100% due to bug
if result_rate == 0.0:
result = 0.0
</field>
<field name="register_id" ref="contrib_register_modor_unemp"/>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_mo_inc_withhold_2018" model="hr.salary.rule">
<field name="sequence" eval="145"/>
<field name="category_id" ref="hr_payroll_mo_income_withhold"/>
<field name="name">Missouri Income Withholding (2018)</field>
<field name="code">MO_INC_WITHHOLD_2018</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2018')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
TAX = [
(1028.0, 1.5),
(1028.0, 2.0),
(1028.0, 2.5),
(1028.0, 3.0),
(1028.0, 3.5),
(1028.0, 4.0),
(1028.0, 4.5),
(1028.0, 5.0),
(1028.0, 5.5),
(999999999.0, 5.9),
]
wages = categories.GROSS
exemptions = contract.mo_mow4_exemptions
filing_status = contract.mo_mow4_filing_status
additional = contract.mo_mow4_additional_withholding
spouse_employed = contract.mo_mow4_spouse_employed
schedule_pay = contract.schedule_pay
result = 0.00
if filing_status:
PP = 0
if 'weekly' == schedule_pay:
PP = 52
elif 'bi-weekly' == schedule_pay:
PP = 26
elif 'semi-monthly' == schedule_pay:
PP = 24
elif 'monthly' == schedule_pay:
PP = 12
elif 'quarterly' == schedule_pay:
PP = 4
elif 'semi-annually' == schedule_pay:
PP = 2
elif 'annually' == schedule_pay:
PP = 1
else:
raise Exception('Invalid schedule_pay="' + schedule_pay + '" for MO Income Withholding calculation')
gross_salary = PP * wages
deduction = -1
if filing_status == 'single' or (filing_status == 'married' and spouse_employed):
deduction = 6500.0
elif filing_status == 'married' and not spouse_employed:
deduction = 13000.0
else:
deduction = 9550.0
if deduction &lt; 0:
raise UserError('Invalid deduction calculation')
allowances = 0
if filing_status == 'single' or (filing_status == 'married' and spouse_employed):
if exemptions == 1:
allowances = 2100.0
elif exemptions &gt; 1:
allowances = 2100.0 + ((exemptions - 1) * 1200.0)
elif filing_status == 'married' and not spouse_employed:
if exemptions &gt; 0 and exemptions &lt; 3:
allowances = 2100.0 * exemptions
elif exemptions &gt;= 3:
allowances = 2100.0 + 2100.0 + ((exemptions - 2) * 1200.0)
else:
if exemptions == 1:
allowances = 3500.0
elif exemptions &gt; 1:
allowances = 3500.0 + ((exemptions - 1) * 1200.0)
federal = categories.FED_INC_WITHHOLD * -1 * PP
if filing_status == 'married' and not spouse_employed:
federal = min(10000.0, federal)
else:
federal = min(5000.0, federal)
mo_taxable_income = gross_salary - deduction - allowances - federal
remaining_taxable_income = mo_taxable_income
tax = 0.0
for amt, rate in TAX:
rate = rate / 100.0
remaining_taxable_income = remaining_taxable_income - amt
if remaining_taxable_income > 0.0 or remaining_taxable_income == 0.0:
tax += rate * amt
else:
tax += rate * (remaining_taxable_income + amt)
break
tax = -tax
tax = tax / PP
# Small GROSS results in an underflow
if tax &gt; 0.0:
tax = 0.0
if additional:
tax -= additional
result = round(tax)
</field>
<field name="register_id" ref="contrib_register_modor_withhold"/>
</record>
</data>
</odoo>

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l10n_us_mo_hr_payroll/hr_payroll.py Executable file
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from odoo import models, fields, api
class USMOHrContract(models.Model):
_inherit = 'hr.contract'
mo_mow4_filing_status = fields.Selection([
('', 'Exempt'),
('single', 'Single'),
('married', 'Married'),
('head_of_household', 'Head of Household'),
], string='Federal W4 Filing Status', default='single')
mo_mow4_spouse_employed = fields.Boolean(string='Missouri W-4 Spouse Employed', default=False)
mo_mow4_exemptions = fields.Integer(string='Missouri W-4 Exemptions', default=0)
mo_mow4_additional_withholding = fields.Float(string="Missouri W-4 Additional Withholding", default=0.0)
@api.multi
def mo_unemp_rate(self, year):
self.ensure_one()
if self.futa_type == self.FUTA_TYPE_BASIC:
return 0.0
if hasattr(self.employee_id.company_id, 'mo_unemp_rate_' + str(year)):
return self.employee_id.company_id['mo_unemp_rate_' + str(year)]
raise NotImplemented('Year (' + str(year) + ') Not implemented for US Missouri.')
class MOCompany(models.Model):
_inherit = 'res.company'
# Defaults from :: https://labor.mo.gov/DES/Employers/tax_rates#beginning
mo_unemp_rate_2018 = fields.Float(string="Missouri Unemployment Rate 2018", default=2.511)

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l10n_us_mo_hr_payroll/hr_payroll_view.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<record id="us_mo_view_company_form" model="ir.ui.view">
<field name="name">res.company.form</field>
<field name="model">res.company</field>
<field name="priority">64</field>
<field name="inherit_id" ref="base.view_company_form"/>
<field name="arch" type="xml">
<data>
<xpath expr="//field[@name='currency_id']" position="after">
<field name="mo_unemp_rate_2018"/>
</xpath>
</data>
</field>
</record>
<record id="hr_contract_form_l10n_us_mo_inherit" model="ir.ui.view">
<field name="name">hr.contract.form.inherit</field>
<field name="model">hr.contract</field>
<field name="priority">64</field>
<field name="inherit_id" ref="hr_contract.hr_contract_view_form"/>
<field name="arch" type="xml">
<data>
<xpath expr="//field[@name='w4_filing_status']" position="before">
<field name="mo_mow4_filing_status"/>
<field name="mo_mow4_exemptions"/>
<field name="mo_mow4_spouse_employed"/>
<field name="mo_mow4_additional_withholding"/>
</xpath>
</data>
</field>
</record>
</data>
</odoo>

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l10n_us_mo_hr_payroll/tests/__init__.py Executable file
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# -*- coding: utf-8 -*-
from . import test_us_mo_payslip_2018

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l10n_us_mo_hr_payroll/tests/test_us_mo_payslip_2018.py Executable file
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# -*- coding: utf-8 -*-
from odoo.addons.l10n_us_hr_payroll.tests.test_us_payslip import TestUsPayslip, process_payslip
from odoo.addons.l10n_us_hr_payroll.l10n_us_hr_payroll import USHrContract
class TestUsMoPayslip(TestUsPayslip):
# Calculations from http://dor.mo.gov/forms/4282_2018.pdf
SALARY = 5000.0
MO_ALLOWANCES = 3 # Different calculated amounts for different filing statuses
TAX = [
(1028.0, 1.5),
(1028.0, 2.0),
(1028.0, 2.5),
(1028.0, 3.0),
(1028.0, 3.5),
(1028.0, 4.0),
(1028.0, 4.5),
(1028.0, 5.0),
(1028.0, 5.5),
(999999999.0, 5.9),
]
def test_2018_taxes_single(self):
# Payroll Period Monthly
salary = self.SALARY
pp = 12.0
gross_salary = salary * pp
spouse_employed = False
# Single
standard_deduction = 6500.0
mo_allowance_calculated = 2100.0 + 1200.0 + 1200.0
employee = self._createEmployee()
employee.company_id.mo_unemp_rate_2018 = 2.511
contract = self._createContract(employee, salary, struct_id=self.ref('l10n_us_mo_hr_payroll.hr_payroll_salary_structure_us_mo_employee'))
contract.mo_mow4_spouse_employed = spouse_employed
contract.mo_mow4_filing_status = 'single'
contract.mo_mow4_exemptions = 3
contract.mo_mow4_additional_withholding = 0.0
# tax rates
mo_unemp = contract.mo_unemp_rate(2018) / -100.0
self._log('2018 Missouri tax first payslip:')
payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['MO_UNEMP_WAGES'], salary)
self.assertPayrollEqual(cats['MO_UNEMP'], cats['MO_UNEMP_WAGES'] * mo_unemp)
US_WITHHOLDING = cats['FED_INC_WITHHOLD']
# -693.86
self._log(US_WITHHOLDING)
us_withholding = -US_WITHHOLDING * pp
# 5000 for single and married with spouse working, 10000 for married spouse not working
us_withholding = min(5000, us_withholding)
mo_taxable_income = gross_salary - standard_deduction - mo_allowance_calculated - us_withholding
# 48306.14
self._log(mo_taxable_income)
remaining_taxable_income = mo_taxable_income
tax = 0.0
for amt, rate in self.TAX:
rate = rate / 100.0
self._log(str(amt) + ' : ' + str(rate) + ' : ' + str(remaining_taxable_income))
remaining_taxable_income = remaining_taxable_income - amt
if remaining_taxable_income > 0.0 or remaining_taxable_income == 0.0:
tax += rate * amt
else:
tax += rate * (remaining_taxable_income + amt)
break
tax = -tax
self._log('Computed annual tax: ' + str(tax))
tax = tax / pp
tax = round(tax)
self._log('Computed period tax: ' + str(tax))
self.assertPayrollEqual(cats['MO_INC_WITHHOLD'], tax)
def test_2018_spouse_not_employed(self):
# Payroll Period Semi-monthly
salary = self.SALARY
pp = 24.0
gross_salary = salary * pp
spouse_employed = False
# Single
standard_deduction = 13000.0
mo_allowance_calculated = 2100.0 + 2100.0 + 1200.0
employee = self._createEmployee()
contract = self._createContract(employee, salary,
struct_id=self.ref('l10n_us_mo_hr_payroll.hr_payroll_salary_structure_us_mo_employee'),
schedule_pay='semi-monthly')
contract.mo_mow4_spouse_employed = spouse_employed
contract.mo_mow4_filing_status = 'married'
contract.mo_mow4_exemptions = 3
contract.mo_mow4_additional_withholding = 0.0
self._log('2018 Missouri tax first payslip:')
payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
US_WITHHOLDING = cats['FED_INC_WITHHOLD']
# -693.86
self._log(US_WITHHOLDING)
us_withholding = -US_WITHHOLDING * pp
# 5000 for single and married with spouse working, 10000 for married spouse not working
us_withholding = min(10000, us_withholding)
mo_taxable_income = gross_salary - standard_deduction - mo_allowance_calculated - us_withholding
# 48306.14
self._log(mo_taxable_income)
remaining_taxable_income = mo_taxable_income
tax = 0.0
for amt, rate in self.TAX:
rate = rate / 100.0
self._log(str(amt) + ' : ' + str(rate) + ' : ' + str(remaining_taxable_income))
remaining_taxable_income = remaining_taxable_income - amt
if remaining_taxable_income > 0.0 or remaining_taxable_income == 0.0:
tax += rate * amt
else:
tax += rate * (remaining_taxable_income + amt)
break
tax = -tax
self._log('Computed annual tax: ' + str(tax))
tax = tax / pp
tax = round(tax)
self._log('Computed period tax: ' + str(tax))
self.assertPayrollEqual(cats['MO_INC_WITHHOLD'], tax)
def test_2018_head_of_household(self):
# Payroll Period Weekly
salary = self.SALARY
# Payroll Period Weekly
salary = self.SALARY
pp = 52.0
gross_salary = salary * pp
spouse_employed = False
# Single HoH
standard_deduction = 9550.0
mo_allowance_calculated = 3500.0 + 1200.0 + 1200.0
employee = self._createEmployee()
contract = self._createContract(employee, salary,
struct_id=self.ref('l10n_us_mo_hr_payroll.hr_payroll_salary_structure_us_mo_employee'),
schedule_pay='weekly')
contract.mo_mow4_spouse_employed = spouse_employed
contract.mo_mow4_filing_status = 'head_of_household'
contract.mo_mow4_exemptions = 3
contract.mo_mow4_additional_withholding = 0.0
self._log('2018 Missouri tax first payslip:')
payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
US_WITHHOLDING = cats['FED_INC_WITHHOLD']
self._log(US_WITHHOLDING)
us_withholding = -US_WITHHOLDING * pp
# 5000 for single and married with spouse working, 10000 for married spouse not working
us_withholding = min(5000, us_withholding)
mo_taxable_income = gross_salary - standard_deduction - mo_allowance_calculated - us_withholding
self._log(mo_taxable_income)
remaining_taxable_income = mo_taxable_income
tax = 0.0
for amt, rate in self.TAX:
rate = rate / 100.0
self._log(str(amt) + ' : ' + str(rate) + ' : ' + str(remaining_taxable_income))
remaining_taxable_income = remaining_taxable_income - amt
if remaining_taxable_income > 0.0 or remaining_taxable_income == 0.0:
tax += rate * amt
else:
tax += rate * (remaining_taxable_income + amt)
break
tax = -tax
self._log('Computed annual tax: ' + str(tax))
tax = tax / pp
tax = round(tax)
self._log('Computed period tax: ' + str(tax))
self.assertPayrollEqual(cats['MO_INC_WITHHOLD'], tax)
def test_2018_underflow(self):
# Payroll Period Weekly
salary = 200.0
employee = self._createEmployee()
contract = self._createContract(employee, salary,
struct_id=self.ref('l10n_us_mo_hr_payroll.hr_payroll_salary_structure_us_mo_employee'))
payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['MO_INC_WITHHOLD'], 0.0)

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l10n_us_oh_hr_payroll/__init__.py Executable file
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# -*- coding: utf-8 -*-
from . import hr_payroll

31
l10n_us_oh_hr_payroll/__manifest__.py Executable file
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# -*- encoding: utf-8 -*-
{
'name': 'USA - Ohio - Payroll',
'author': 'Hibou Corp. <hello@hibou.io>',
'license': 'AGPL-3',
'category': 'Localization',
'depends': ['l10n_us_hr_payroll'],
'version': '11.0.2017.0.0',
'description': """
USA::Ohio Payroll Rules.
========================
* Ohio Department of Revenue partner
* Contribution register for Ohio DoR Unemployment
* Contribution register for Ohio DoR Income Tax Withholding
* Contract level Ohio Withholding Allowance
* Company level Ohio Unemployment Rate
""",
'auto_install': False,
'website': 'https://hibou.io/',
'data':[
'hr_payroll_view.xml',
'data/base.xml',
'data/rules_2016.xml',
'data/rules_2017.xml',
'data/rules_2018.xml',
'data/final.xml',
],
'installable': True
}

46
l10n_us_oh_hr_payroll/data/base.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<!-- CONTRIBUTION REGISTERS -->
<record id="res_partner_ohdor_unemp" model="res.partner">
<field name="name">Ohio OBG - Unemployment</field>
<field name="supplier">1</field>
<field eval="0" name="customer"/>
</record>
<record id="res_partner_ohdor_withhold" model="res.partner">
<field name="name">Ohio OBG - Income Withholding</field>
<field name="supplier">1</field>
<field eval="0" name="customer"/>
</record>
<record id="contrib_register_ohdor_unemp" model="hr.contribution.register">
<field name="name">Ohio Unemployment</field>
<field name="note">Ohio Treasurer of State - Unemployment</field>
<field name="partner_id" ref="res_partner_ohdor_unemp"/>
</record>
<record id="contrib_register_ohdor_withhold" model="hr.contribution.register">
<field name="name">Ohio Income Tax Withholding</field>
<field name="note">Ohio Treasurer of State - Income Tax Withholding</field>
<field name="partner_id" ref="res_partner_ohdor_withhold"/>
</record>
<!-- HR SALARY RULE CATEGORIES-->
<record id="hr_payroll_oh_unemp_wages" model="hr.salary.rule.category">
<field name="name">Ohio Unemployment - Wages</field>
<field name="code">OH_UNEMP_WAGES</field>
</record>
<record id="hr_payroll_oh_unemp" model="hr.salary.rule.category">
<field name="name">Ohio Unemployment</field>
<field name="code">OH_UNEMP</field>
<field name="parent_id" ref="hr_payroll.COMP"/>
</record>
<record id="hr_payroll_oh_income_withhold" model="hr.salary.rule.category">
<field name="name">Ohio Income Withholding</field>
<field name="code">OH_INC_WITHHOLD</field>
<field name="parent_id" ref="hr_payroll.DED"/>
</record>
</data>
</odoo>

27
l10n_us_oh_hr_payroll/data/final.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<!-- HR PAYROLL STRUCTURE -->
<record id="hr_payroll_salary_structure_us_oh_employee" model="hr.payroll.structure">
<field name="code">US_OH_EMP</field>
<field name="name">USA Ohio Employee</field>
<field eval="[(6, 0, [
ref('hr_payroll_rules_oh_unemp_wages_2016'),
ref('hr_payroll_rules_oh_unemp_2016'),
ref('hr_payroll_rules_oh_inc_withhold_2016'),
ref('hr_payroll_rules_oh_unemp_wages_2017'),
ref('hr_payroll_rules_oh_unemp_2017'),
ref('hr_payroll_rules_oh_inc_withhold_2017'),
ref('hr_payroll_rules_oh_unemp_wages_2018'),
ref('hr_payroll_rules_oh_unemp_2018'),
ref('hr_payroll_rules_oh_inc_withhold_2018'),
])]" name="rule_ids"/>
<field name="company_id" ref="base.main_company"/>
<field name="parent_id" ref="l10n_us_hr_payroll.hr_payroll_salary_structure_us_employee"/>
</record>
</data>
</odoo>

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l10n_us_oh_hr_payroll/data/rules_2016.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<!-- HR SALARY RULES-->
<record id="hr_payroll_rules_oh_unemp_wages_2016" model="hr.salary.rule">
<field name="sequence" eval="423"/>
<field name="category_id" ref="hr_payroll_oh_unemp_wages"/>
<field name="name">Ohio Unemployment - Wages (2016)</field>
<field name="code">OH_UNEMP_WAGES_2016</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2016')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
###
ytd = payslip.sum('OH_UNEMP_WAGES_2016', '2016-01-01', '2017-01-01')
ytd += contract.external_wages
remaining = 9000.0 - ytd
if remaining &lt;= 0.0:
result = 0
elif remaining &lt; categories.GROSS:
result = remaining
else:
result = categories.GROSS
</field>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_oh_unemp_2016" model="hr.salary.rule">
<field name="sequence" eval="443"/>
<field name="category_id" ref="hr_payroll_oh_unemp"/>
<field name="name">Ohio Unemployment (2016)</field>
<field name="code">OH_UNEMP_2016</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2016')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
result_rate = -contract.oh_unemp_rate(2016)
result = categories.OH_UNEMP_WAGES
# result_rate of 0 implies 100% due to bug
if result_rate == 0.0:
result = 0.0
</field>
<field name="register_id" ref="contrib_register_ohdor_unemp"/>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_oh_inc_withhold_2016" model="hr.salary.rule">
<field name="sequence" eval="145"/>
<field name="category_id" ref="hr_payroll_oh_income_withhold"/>
<field name="name">Ohio Income Withholding</field>
<field name="code">OH_INC_WITHHOLD_2016</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2016')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
wages = categories.GROSS
allowances = contract.oh_income_allowances
schedule_pay = contract.schedule_pay
val = 0.00
PP = 0
if 'weekly' == schedule_pay:
PP = 52
elif 'bi-weekly' == schedule_pay:
PP = 26
elif 'semi-monthly' == schedule_pay: # impossible
PP = 24
elif 'monthly' == schedule_pay:
PP = 12
elif 'quarterly' == schedule_pay:
PP = 4
elif 'semi-annually' == schedule_pay:
PP = 2
elif 'annually' == schedule_pay:
PP = 1
else:
raise Exception('Invalid schedule_pay="' + schedule_pay + '" for OH Income Withholding calculation')
# Algorithm from http://www.tax.ohio.gov/Portals/0/employer_withholding/August2015Rates/WTH_OptionalComputerFormula_073015.pdf
TW = (wages * PP) - (650 * allowances)
if TW &lt;= 5000.0:
WD = ((TW * 0.005) / PP) * 1.112
elif TW &lt;= 10000.0:
WD = ((((TW - 5000.0) * 0.01) + 25.0) / PP) * 1.112
elif TW &lt;= 15000.0:
WD = ((((TW - 10000.0) * 0.02) + 75.0) / PP) * 1.112
elif TW &lt;= 20000.0:
WD = ((((TW - 15000.0) * 0.025) + 175.0) / PP) * 1.112
elif TW &lt;= 40000.0:
WD = ((((TW - 20000.0) * 0.03) + 300.0) / PP) * 1.112
elif TW &lt;= 80000.0:
WD = ((((TW - 40000.0) * 0.035) + 900.0) / PP) * 1.112
elif TW &lt;= 100000.0:
WD = ((((TW - 80000.0) * 0.04) + 2300.0) / PP) * 1.112
else:
WD = ((((TW - 100000.0) * 0.05) + 3100.0) / PP) * 1.112
result = -WD
</field>
<field name="register_id" ref="contrib_register_ohdor_withhold"/>
</record>
</data>
</odoo>

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l10n_us_oh_hr_payroll/data/rules_2017.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<!-- HR SALARY RULES-->
<record id="hr_payroll_rules_oh_unemp_wages_2017" model="hr.salary.rule">
<field name="sequence" eval="423"/>
<field name="category_id" ref="hr_payroll_oh_unemp_wages"/>
<field name="name">Ohio Unemployment - Wages (2017)</field>
<field name="code">OH_UNEMP_WAGES_2017</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2017')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
###
ytd = payslip.sum('OH_UNEMP_WAGES_2017', '2017-01-01', '2018-01-01')
ytd += contract.external_wages
remaining = 9000.0 - ytd
if remaining &lt;= 0.0:
result = 0
elif remaining &lt; categories.GROSS:
result = remaining
else:
result = categories.GROSS
</field>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_oh_unemp_2017" model="hr.salary.rule">
<field name="sequence" eval="443"/>
<field name="category_id" ref="hr_payroll_oh_unemp"/>
<field name="name">Ohio Unemployment (2017)</field>
<field name="code">OH_UNEMP_2017</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2017')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
result_rate = -contract.oh_unemp_rate(2017)
result = categories.OH_UNEMP_WAGES
# result_rate of 0 implies 100% due to bug
if result_rate == 0.0:
result = 0.0
</field>
<field name="register_id" ref="contrib_register_ohdor_unemp"/>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_oh_inc_withhold_2017" model="hr.salary.rule">
<field name="sequence" eval="145"/>
<field name="category_id" ref="hr_payroll_oh_income_withhold"/>
<field name="name">Ohio Income Withholding</field>
<field name="code">OH_INC_WITHHOLD_2017</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2017')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
wages = categories.GROSS
allowances = contract.oh_income_allowances
schedule_pay = contract.schedule_pay
val = 0.00
PP = 0
if 'weekly' == schedule_pay:
PP = 52
elif 'bi-weekly' == schedule_pay:
PP = 26
elif 'semi-monthly' == schedule_pay: # impossible
PP = 24
elif 'monthly' == schedule_pay:
PP = 12
elif 'quarterly' == schedule_pay:
PP = 4
elif 'semi-annually' == schedule_pay:
PP = 2
elif 'annually' == schedule_pay:
PP = 1
else:
raise Exception('Invalid schedule_pay="' + schedule_pay + '" for OH Income Withholding calculation')
# Algorithm from http://www.tax.ohio.gov/Portals/0/employer_withholding/August2015Rates/WTH_OptionalComputerFormula_073015.pdf
TW = (wages * PP) - (650 * allowances)
if TW &lt;= 5000.0:
WD = ((TW * 0.005) / PP) * 1.112
elif TW &lt;= 10000.0:
WD = ((((TW - 5000.0) * 0.01) + 25.0) / PP) * 1.112
elif TW &lt;= 15000.0:
WD = ((((TW - 10000.0) * 0.02) + 75.0) / PP) * 1.112
elif TW &lt;= 20000.0:
WD = ((((TW - 15000.0) * 0.025) + 175.0) / PP) * 1.112
elif TW &lt;= 40000.0:
WD = ((((TW - 20000.0) * 0.03) + 300.0) / PP) * 1.112
elif TW &lt;= 80000.0:
WD = ((((TW - 40000.0) * 0.035) + 900.0) / PP) * 1.112
elif TW &lt;= 100000.0:
WD = ((((TW - 80000.0) * 0.04) + 2300.0) / PP) * 1.112
else:
WD = ((((TW - 100000.0) * 0.05) + 3100.0) / PP) * 1.112
result = -WD
</field>
<field name="register_id" ref="contrib_register_ohdor_withhold"/>
</record>
</data>
</odoo>

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l10n_us_oh_hr_payroll/data/rules_2018.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<!-- HR SALARY RULES-->
<record id="hr_payroll_rules_oh_unemp_wages_2018" model="hr.salary.rule">
<field name="sequence" eval="423"/>
<field name="category_id" ref="hr_payroll_oh_unemp_wages"/>
<field name="name">Ohio Unemployment - Wages (2018)</field>
<field name="code">OH_UNEMP_WAGES_2018</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2018')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
###
ytd = payslip.sum('OH_UNEMP_WAGES_2018', '2018-01-01', '2019-01-01')
ytd += contract.external_wages
remaining = 9500.0 - ytd
if remaining &lt;= 0.0:
result = 0
elif remaining &lt; categories.GROSS:
result = remaining
else:
result = categories.GROSS
</field>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_oh_unemp_2018" model="hr.salary.rule">
<field name="sequence" eval="443"/>
<field name="category_id" ref="hr_payroll_oh_unemp"/>
<field name="name">Ohio Unemployment (2018)</field>
<field name="code">OH_UNEMP_2018</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2018')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
result_rate = -contract.oh_unemp_rate(2018)
result = categories.OH_UNEMP_WAGES
# result_rate of 0 implies 100% due to bug
if result_rate == 0.0:
result = 0.0
</field>
<field name="register_id" ref="contrib_register_ohdor_unemp"/>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_oh_inc_withhold_2018" model="hr.salary.rule">
<field name="sequence" eval="145"/>
<field name="category_id" ref="hr_payroll_oh_income_withhold"/>
<field name="name">Ohio Income Withholding</field>
<field name="code">OH_INC_WITHHOLD_2018</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2018')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
wages = categories.GROSS
allowances = contract.oh_income_allowances
schedule_pay = contract.schedule_pay
val = 0.00
PP = 0
if 'weekly' == schedule_pay:
PP = 52
elif 'bi-weekly' == schedule_pay:
PP = 26
elif 'semi-monthly' == schedule_pay: # impossible
PP = 24
elif 'monthly' == schedule_pay:
PP = 12
elif 'quarterly' == schedule_pay:
PP = 4
elif 'semi-annually' == schedule_pay:
PP = 2
elif 'annually' == schedule_pay:
PP = 1
else:
raise Exception('Invalid schedule_pay="' + schedule_pay + '" for OH Income Withholding calculation')
# Algorithm from http://www.tax.ohio.gov/Portals/0/employer_withholding/August2015Rates/WTH_OptionalComputerFormula_073015.pdf
TW = (wages * PP) - (650 * allowances)
if TW &lt;= 5000.0:
WD = ((TW * 0.005) / PP) * 1.112
elif TW &lt;= 10000.0:
WD = ((((TW - 5000.0) * 0.01) + 25.0) / PP) * 1.112
elif TW &lt;= 15000.0:
WD = ((((TW - 10000.0) * 0.02) + 75.0) / PP) * 1.112
elif TW &lt;= 20000.0:
WD = ((((TW - 15000.0) * 0.025) + 175.0) / PP) * 1.112
elif TW &lt;= 40000.0:
WD = ((((TW - 20000.0) * 0.03) + 300.0) / PP) * 1.112
elif TW &lt;= 80000.0:
WD = ((((TW - 40000.0) * 0.035) + 900.0) / PP) * 1.112
elif TW &lt;= 100000.0:
WD = ((((TW - 80000.0) * 0.04) + 2300.0) / PP) * 1.112
else:
WD = ((((TW - 100000.0) * 0.05) + 3100.0) / PP) * 1.112
result = -WD
</field>
<field name="register_id" ref="contrib_register_ohdor_withhold"/>
</record>
</data>
</odoo>

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l10n_us_oh_hr_payroll/hr_payroll.py Executable file
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from odoo import models, fields, api
class USOHHrContract(models.Model):
_inherit = 'hr.contract'
oh_income_allowances = fields.Integer(string='Ohio Income Allowances', default=0)
@api.multi
def oh_unemp_rate(self, year):
self.ensure_one()
if self.futa_type == self.FUTA_TYPE_BASIC:
return 0.0
if hasattr(self.employee_id.company_id, 'oh_unemp_rate_' + str(year)):
return self.employee_id.company_id['oh_unemp_rate_' + str(year)]
raise NotImplemented('Year (' + str(year) + ') Not implemented for US Ohio.')
class OHCompany(models.Model):
_inherit = 'res.company'
# Defaults from :: https://jfs.ohio.gov/ouc/uctax/rates.stm
oh_unemp_rate_2016 = fields.Float(string="Ohio Unemployment Rate 2016", default=2.7)
oh_unemp_rate_2017 = fields.Float(string="Ohio Unemployment Rate 2017", default=2.7)
oh_unemp_rate_2018 = fields.Float(string="Ohio Unemployment Rate 2018", default=2.7)

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l10n_us_oh_hr_payroll/hr_payroll_view.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<record id="us_fl_view_company_form" model="ir.ui.view">
<field name="name">res.company.form</field>
<field name="model">res.company</field>
<field name="priority">64</field>
<field name="inherit_id" ref="base.view_company_form"/>
<field name="arch" type="xml">
<data>
<xpath expr="//field[@name='currency_id']" position="after">
<field name="oh_unemp_rate_2016"/>
<field name="oh_unemp_rate_2017"/>
<field name="oh_unemp_rate_2018"/>
</xpath>
</data>
</field>
</record>
<record id="hr_contract_form_l10n_us_oh_inherit" model="ir.ui.view">
<field name="name">hr.contract.form.inherit</field>
<field name="model">hr.contract</field>
<field name="priority">64</field>
<field name="inherit_id" ref="hr_contract.hr_contract_view_form"/>
<field name="arch" type="xml">
<data>
<xpath expr="//field[@name='w4_filing_status']" position="before">
<field name="oh_income_allowances"/>
</xpath>
</data>
</field>
</record>
</data>
</odoo>

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l10n_us_oh_hr_payroll/tests/__init__.py Executable file
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# -*- coding: utf-8 -*-
from . import test_us_oh_payslip_2016
from . import test_us_oh_payslip_2017
from . import test_us_oh_payslip_2018

111
l10n_us_oh_hr_payroll/tests/test_us_oh_payslip_2016.py Executable file
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# -*- coding: utf-8 -*-
from odoo.addons.l10n_us_hr_payroll.tests.test_us_payslip import TestUsPayslip, process_payslip
from odoo.addons.l10n_us_hr_payroll.l10n_us_hr_payroll import USHrContract
class TestUsOhPayslip(TestUsPayslip):
###
# 2016 Taxes and Rates
###
def test_2016_taxes(self):
salary = 5000.0
## tax maximums
OH_UNEMP_MAX_WAGE = 9000.0
## For formula here
# http://www.tax.ohio.gov/Portals/0/employer_withholding/August2015Rates/WTH_OptionalComputerFormula_073015.pdf
TW = salary * 12 # = 60000
WD = ((TW - 40000) * 0.035 + 900) / 12 * 1.112
employee = self._createEmployee()
employee.company_id.oh_unemp_rate_2016 = 2.7
contract = self._createContract(employee, salary, struct_id=self.ref('l10n_us_oh_hr_payroll.hr_payroll_salary_structure_us_oh_employee'))
## tax rates
OH_UNEMP = contract.oh_unemp_rate(2016) / -100.0
self._log('2016 Ohio tax first payslip:')
payslip = self._createPayslip(employee, '2016-01-01', '2016-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['OH_UNEMP_WAGES'], salary)
self.assertPayrollEqual(cats['OH_UNEMP'], cats['OH_UNEMP_WAGES'] * OH_UNEMP)
self.assertPayrollEqual(cats['OH_INC_WITHHOLD'], -WD)
process_payslip(payslip)
# Make a new payslip, this one will have maximums
remaining_oh_unemp_wages = OH_UNEMP_MAX_WAGE - salary if (OH_UNEMP_MAX_WAGE - 2*salary < salary) else salary
self._log('2016 Ohio tax second payslip:')
payslip = self._createPayslip(employee, '2016-02-01', '2016-02-29') # 2016 is a leap year
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['OH_UNEMP_WAGES'], remaining_oh_unemp_wages)
self.assertPayrollEqual(cats['OH_UNEMP'], remaining_oh_unemp_wages * OH_UNEMP)
def test_2016_taxes_with_external(self):
salary = 5000.0
external_wages = 6000.0
employee = self._createEmployee()
employee.company_id.oh_unemp_rate_2016 = 2.8
contract = self._createContract(employee, salary, external_wages=external_wages,
struct_id=self.ref('l10n_us_oh_hr_payroll.hr_payroll_salary_structure_us_oh_employee'))
## tax maximums
OH_UNEMP_MAX_WAGE = 9000.0
## tax rates
OH_UNEMP = contract.oh_unemp_rate(2016) / -100.0
self._log('2016 Ohio_external tax first payslip:')
payslip = self._createPayslip(employee, '2016-01-01', '2016-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['OH_UNEMP_WAGES'], OH_UNEMP_MAX_WAGE - external_wages)
self.assertPayrollEqual(cats['OH_UNEMP'], cats['OH_UNEMP_WAGES'] * OH_UNEMP)
def test_2016_taxes_with_state_exempt(self):
salary = 5000.0
external_wages = 6000.0
employee = self._createEmployee()
employee.company_id.oh_unemp_rate_2016 = 2.9
contract = self._createContract(employee, salary, external_wages=external_wages, struct_id=self.ref(
'l10n_us_oh_hr_payroll.hr_payroll_salary_structure_us_oh_employee'), futa_type=USHrContract.FUTA_TYPE_BASIC)
## tax maximums
OH_UNEMP_MAX_WAGE = 9000.0
## tax rates
OH_UNEMP = contract.oh_unemp_rate(2016) / -100.0
self.assertPayrollEqual(OH_UNEMP, 0.0)
self._log('2016 Ohio exempt tax first payslip:')
payslip = self._createPayslip(employee, '2016-01-01', '2016-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['OH_UNEMP_WAGES'], OH_UNEMP_MAX_WAGE - external_wages)
self.assertPayrollEqual(cats['OH_UNEMP'], cats['OH_UNEMP_WAGES'] * OH_UNEMP)

108
l10n_us_oh_hr_payroll/tests/test_us_oh_payslip_2017.py Executable file
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# -*- coding: utf-8 -*-
from odoo.addons.l10n_us_hr_payroll.tests.test_us_payslip import TestUsPayslip, process_payslip
from odoo.addons.l10n_us_hr_payroll.l10n_us_hr_payroll import USHrContract
class TestUsOhPayslip(TestUsPayslip):
###
# Taxes and Rates
###
OH_UNEMP_MAX_WAGE = 9000.0
def test_2017_taxes(self):
salary = 5000.0
# For formula here
# http://www.tax.ohio.gov/Portals/0/employer_withholding/August2015Rates/WTH_OptionalComputerFormula_073015.pdf
tw = salary * 12 # = 60000
wd = ((tw - 40000) * 0.035 + 900) / 12 * 1.112
employee = self._createEmployee()
employee.company_id.oh_unemp_rate_2017 = 2.7
contract = self._createContract(employee, salary, struct_id=self.ref('l10n_us_oh_hr_payroll.hr_payroll_salary_structure_us_oh_employee'))
# tax rates
oh_unemp = contract.oh_unemp_rate(2017) / -100.0
self._log('2016 Ohio tax last payslip:')
payslip = self._createPayslip(employee, '2016-12-01', '2016-12-31')
payslip.compute_sheet()
process_payslip(payslip)
self._log('2017 Ohio tax first payslip:')
payslip = self._createPayslip(employee, '2017-01-01', '2017-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['OH_UNEMP_WAGES'], salary)
self.assertPayrollEqual(cats['OH_UNEMP'], cats['OH_UNEMP_WAGES'] * oh_unemp)
self.assertPayrollEqual(cats['OH_INC_WITHHOLD'], -wd)
process_payslip(payslip)
# Make a new payslip, this one will have maximums
remaining_oh_unemp_wages = self.OH_UNEMP_MAX_WAGE - salary if (self.OH_UNEMP_MAX_WAGE - 2*salary < salary) \
else salary
self._log('2017 Ohio tax second payslip:')
payslip = self._createPayslip(employee, '2017-02-01', '2017-02-28')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['OH_UNEMP_WAGES'], remaining_oh_unemp_wages)
self.assertPayrollEqual(cats['OH_UNEMP'], remaining_oh_unemp_wages * oh_unemp)
def test_2017_taxes_with_external(self):
salary = 5000.0
external_wages = 6000.0
employee = self._createEmployee()
employee.company_id.oh_unemp_rate_2017 = 2.8
contract = self._createContract(employee, salary, external_wages=external_wages,
struct_id=self.ref('l10n_us_oh_hr_payroll.hr_payroll_salary_structure_us_oh_employee'))
# tax rates
oh_unemp = contract.oh_unemp_rate(2017) / -100.0
self._log('2017 Ohio_external tax first payslip:')
payslip = self._createPayslip(employee, '2017-01-01', '2017-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['OH_UNEMP_WAGES'], self.OH_UNEMP_MAX_WAGE - external_wages)
self.assertPayrollEqual(cats['OH_UNEMP'], cats['OH_UNEMP_WAGES'] * oh_unemp)
def test_2017_taxes_with_state_exempt(self):
salary = 5000.0
external_wages = 6000.0
employee = self._createEmployee()
employee.company_id.oh_unemp_rate_2017 = 2.9
contract = self._createContract(employee, salary, external_wages=external_wages, struct_id=self.ref(
'l10n_us_oh_hr_payroll.hr_payroll_salary_structure_us_oh_employee'), futa_type=USHrContract.FUTA_TYPE_BASIC)
# tax rates
oh_unemp = contract.oh_unemp_rate(2017) / -100.0
self.assertPayrollEqual(oh_unemp, 0.0)
self._log('2017 Ohio exempt tax first payslip:')
payslip = self._createPayslip(employee, '2017-01-01', '2017-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['OH_UNEMP_WAGES'], self.OH_UNEMP_MAX_WAGE - external_wages)
self.assertPayrollEqual(cats['OH_UNEMP'], cats['OH_UNEMP_WAGES'] * oh_unemp)

108
l10n_us_oh_hr_payroll/tests/test_us_oh_payslip_2018.py Executable file
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# -*- coding: utf-8 -*-
from odoo.addons.l10n_us_hr_payroll.tests.test_us_payslip import TestUsPayslip, process_payslip
from odoo.addons.l10n_us_hr_payroll.l10n_us_hr_payroll import USHrContract
class TestUsOhPayslip(TestUsPayslip):
###
# Taxes and Rates
###
OH_UNEMP_MAX_WAGE = 9500.0
def test_2018_taxes(self):
salary = 5000.0
# For formula here
# http://www.tax.ohio.gov/Portals/0/employer_withholding/August2015Rates/WTH_OptionalComputerFormula_073015.pdf
tw = salary * 12 # = 60000
wd = ((tw - 40000) * 0.035 + 900) / 12 * 1.112
employee = self._createEmployee()
employee.company_id.oh_unemp_rate_2018 = 2.7
contract = self._createContract(employee, salary, struct_id=self.ref('l10n_us_oh_hr_payroll.hr_payroll_salary_structure_us_oh_employee'))
# tax rates
oh_unemp = contract.oh_unemp_rate(2018) / -100.0
self._log('2016 Ohio tax last payslip:')
payslip = self._createPayslip(employee, '2016-12-01', '2016-12-31')
payslip.compute_sheet()
process_payslip(payslip)
self._log('2018 Ohio tax first payslip:')
payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['OH_UNEMP_WAGES'], salary)
self.assertPayrollEqual(cats['OH_UNEMP'], cats['OH_UNEMP_WAGES'] * oh_unemp)
self.assertPayrollEqual(cats['OH_INC_WITHHOLD'], -wd)
process_payslip(payslip)
# Make a new payslip, this one will have maximums
remaining_oh_unemp_wages = self.OH_UNEMP_MAX_WAGE - salary if (self.OH_UNEMP_MAX_WAGE - 2*salary < salary) \
else salary
self._log('2018 Ohio tax second payslip:')
payslip = self._createPayslip(employee, '2018-02-01', '2018-02-28')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['OH_UNEMP_WAGES'], remaining_oh_unemp_wages)
self.assertPayrollEqual(cats['OH_UNEMP'], remaining_oh_unemp_wages * oh_unemp)
def test_2018_taxes_with_external(self):
salary = 5000.0
external_wages = 6000.0
employee = self._createEmployee()
employee.company_id.oh_unemp_rate_2018 = 2.8
contract = self._createContract(employee, salary, external_wages=external_wages,
struct_id=self.ref('l10n_us_oh_hr_payroll.hr_payroll_salary_structure_us_oh_employee'))
# tax rates
oh_unemp = contract.oh_unemp_rate(2018) / -100.0
self._log('2018 Ohio_external tax first payslip:')
payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['OH_UNEMP_WAGES'], self.OH_UNEMP_MAX_WAGE - external_wages)
self.assertPayrollEqual(cats['OH_UNEMP'], cats['OH_UNEMP_WAGES'] * oh_unemp)
def test_2018_taxes_with_state_exempt(self):
salary = 5000.0
external_wages = 6000.0
employee = self._createEmployee()
employee.company_id.oh_unemp_rate_2018 = 2.9
contract = self._createContract(employee, salary, external_wages=external_wages, struct_id=self.ref(
'l10n_us_oh_hr_payroll.hr_payroll_salary_structure_us_oh_employee'), futa_type=USHrContract.FUTA_TYPE_BASIC)
# tax rates
oh_unemp = contract.oh_unemp_rate(2018) / -100.0
self.assertPayrollEqual(oh_unemp, 0.0)
self._log('2018 Ohio exempt tax first payslip:')
payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['OH_UNEMP_WAGES'], self.OH_UNEMP_MAX_WAGE - external_wages)
self.assertPayrollEqual(cats['OH_UNEMP'], cats['OH_UNEMP_WAGES'] * oh_unemp)

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l10n_us_va_hr_payroll/__init__.py Executable file
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# -*- coding: utf-8 -*-
from . import hr_payroll

28
l10n_us_va_hr_payroll/__manifest__.py Executable file
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# -*- encoding: utf-8 -*-
{
'name': 'USA - Virginia - Payroll',
'author': 'Hibou Corp. <hello@hibou.io>',
'license': 'AGPL-3',
'category': 'Localization',
'depends': ['l10n_us_hr_payroll'],
'version': '11.0.2018.0.0',
'description': """
USA::Virginia Payroll Rules.
============================
* Contribution register and partner for Virginia Department of Taxaction - Unemployment
* Contribution register and partner for Virginia Department of Taxaction - Income Tax Withholding
* Contract level Virginia Exemptions
* Company level Virginia Unemployment Rate
""",
'auto_install': False,
'website': 'https://hibou.io/',
'data': [
'hr_payroll_view.xml',
'data/base.xml',
'data/rules_2018.xml',
'data/final.xml',
],
'installable': True
}

46
l10n_us_va_hr_payroll/data/base.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<!-- CONTRIBUTION REGISTERS -->
<record id="res_partner_vador_unemp" model="res.partner">
<field name="name">Virginia Department of Taxation - Unemployment Tax</field>
<field name="supplier">1</field>
<field eval="0" name="customer"/>
</record>
<record id="res_partner_vador_withhold" model="res.partner">
<field name="name">Virginia Department of Taxation - Income Tax Withholding</field>
<field name="supplier">1</field>
<field eval="0" name="customer"/>
</record>
<record id="contrib_register_vador_unemp" model="hr.contribution.register">
<field name="name">Virginia Unemployment</field>
<field name="note">Virginia Department of Taxation - Unemployment</field>
<field name="partner_id" ref="res_partner_vador_unemp"/>
</record>
<record id="contrib_register_vador_withhold" model="hr.contribution.register">
<field name="name">Virginia Income Tax Withholding</field>
<field name="note">Virginia Department of Taxation - Income Tax Withholding</field>
<field name="partner_id" ref="res_partner_vador_withhold"/>
</record>
<!-- HR SALARY RULE CATEGORIES-->
<record id="hr_payroll_va_unemp_wages" model="hr.salary.rule.category">
<field name="name">Virginia Unemployment - Wages</field>
<field name="code">VA_UNEMP_WAGES</field>
</record>
<record id="hr_payroll_va_unemp" model="hr.salary.rule.category">
<field name="name">Virginia Unemployment</field>
<field name="code">VA_UNEMP</field>
<field name="parent_id" ref="hr_payroll.COMP"/>
</record>
<record id="hr_payroll_va_income_withhold" model="hr.salary.rule.category">
<field name="name">Virginia Income Withholding</field>
<field name="code">VA_INC_WITHHOLD</field>
<field name="parent_id" ref="hr_payroll.DED"/>
</record>
</data>
</odoo>

19
l10n_us_va_hr_payroll/data/final.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<!-- HR PAYROLL STRUCTURE -->
<record id="hr_payroll_salary_structure_us_va_employee" model="hr.payroll.structure">
<field name="code">US_VA_EMP</field>
<field name="name">USA Virginia Employee</field>
<field eval="[(6, 0, [
ref('hr_payroll_rules_va_unemp_wages_2018'),
ref('hr_payroll_rules_va_unemp_2018'),
ref('hr_payroll_rules_va_inc_withhold_2018'),
])]" name="rule_ids"/>
<field name="company_id" ref="base.main_company"/>
<field name="parent_id" ref="l10n_us_hr_payroll.hr_payroll_salary_structure_us_employee"/>
</record>
</data>
</odoo>

99
l10n_us_va_hr_payroll/data/rules_2018.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<!-- HR SALARY RULES-->
<record id="hr_payroll_rules_va_unemp_wages_2018" model="hr.salary.rule">
<field name="sequence" eval="423"/>
<field name="category_id" ref="hr_payroll_va_unemp_wages"/>
<field name="name">Virginia Unemployment - Wages (2018)</field>
<field name="code">VA_UNEMP_WAGES_2018</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2018')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
###
ytd = payslip.sum('VA_UNEMP_WAGES_2018', '2018-01-01', '2019-01-01')
ytd += contract.external_wages
remaining = 8000.0 - ytd
if remaining &lt;= 0.0:
result = 0
elif remaining &lt; categories.GROSS:
result = remaining
else:
result = categories.GROSS
</field>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_va_unemp_2018" model="hr.salary.rule">
<field name="sequence" eval="443"/>
<field name="category_id" ref="hr_payroll_va_unemp"/>
<field name="name">Virginia Unemployment (2018)</field>
<field name="code">VA_UNEMP_2018</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2018')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
result_rate = -contract.va_unemp_rate(2018)
result = categories.VA_UNEMP_WAGES
# result_rate of 0 implies 100% due to bug
if result_rate == 0.0:
result = 0.0
</field>
<field name="register_id" ref="contrib_register_vador_unemp"/>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_va_inc_withhold_2018" model="hr.salary.rule">
<field name="sequence" eval="145"/>
<field name="category_id" ref="hr_payroll_va_income_withhold"/>
<field name="name">Virginia Income Withholding</field>
<field name="code">VA_INC_WITHHOLD_2018</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (payslip.date_to[:4] == '2018')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
wages = categories.GROSS
exemptions = contract.va_va4_exemptions
other_exemptions = contract.va_va4p_exemptions
schedule_pay = contract.schedule_pay
val = 0.00
PP = 0
if 'weekly' == schedule_pay:
PP = 52
elif 'bi-weekly' == schedule_pay:
PP = 26
elif 'semi-monthly' == schedule_pay:
PP = 24
elif 'monthly' == schedule_pay:
PP = 12
elif 'quarterly' == schedule_pay:
PP = 4
elif 'semi-annually' == schedule_pay:
PP = 2
elif 'annually' == schedule_pay:
PP = 1
else:
raise Exception('Invalid schedule_pay="' + schedule_pay + '" for VA Income Withholding calculation')
# Algorithm from https://www.tax.virginia.gov/withholding-calculator
T = wages * PP - (3000 + (exemptions * 930) + (other_exemptions * 800))
if T &lt;= 3000:
W = 0.02 * T
elif T &lt;= 5000:
W = 60 + (0.03 * (T - 3000))
elif T &lt;= 17000:
W = 120 + (0.05 * (T - 5000))
else:
W = 720 + (0.0575 * (T - 17000))
result = - (W / PP)
</field>
<field name="register_id" ref="contrib_register_vador_withhold"/>
</record>
</data>
</odoo>

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l10n_us_va_hr_payroll/hr_payroll.py Executable file
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from odoo import models, fields, api
class USVAHrContract(models.Model):
_inherit = 'hr.contract'
va_va4_exemptions = fields.Integer(string='Virginia VA-4 Exemptions', default=0)
va_va4p_exemptions = fields.Integer(string='Virginia VA-4P Exemptions', default=0)
@api.multi
def va_unemp_rate(self, year):
self.ensure_one()
if self.futa_type == self.FUTA_TYPE_BASIC:
return 0.0
if hasattr(self.employee_id.company_id, 'va_unemp_rate_' + str(year)):
return self.employee_id.company_id['va_unemp_rate_' + str(year)]
raise NotImplemented('Year (' + str(year) + ') Not implemented for US Virginia.')
class VACompany(models.Model):
_inherit = 'res.company'
# Defaults from :: https://www.payroll-taxes.com/state-tax/virginia
va_unemp_rate_2018 = fields.Float(string="Virginia Unemployment Rate 2018", default=2.53)

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l10n_us_va_hr_payroll/hr_payroll_view.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<record id="us_fl_view_company_form" model="ir.ui.view">
<field name="name">res.company.form</field>
<field name="model">res.company</field>
<field name="priority">64</field>
<field name="inherit_id" ref="base.view_company_form"/>
<field name="arch" type="xml">
<data>
<xpath expr="//field[@name='currency_id']" position="after">
<field name="va_unemp_rate_2018"/>
</xpath>
</data>
</field>
</record>
<record id="hr_contract_form_l10n_us_va_inherit" model="ir.ui.view">
<field name="name">hr.contract.form.inherit</field>
<field name="model">hr.contract</field>
<field name="priority">64</field>
<field name="inherit_id" ref="hr_contract.hr_contract_view_form"/>
<field name="arch" type="xml">
<data>
<xpath expr="//field[@name='w4_filing_status']" position="before">
<field name="va_va4_exemptions"/>
<field name="va_va4p_exemptions"/>
</xpath>
</data>
</field>
</record>
</data>
</odoo>

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l10n_us_va_hr_payroll/tests/__init__.py Executable file
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# -*- coding: utf-8 -*-
from . import test_us_va_payslip_2018

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l10n_us_va_hr_payroll/tests/test_us_va_payslip_2018.py Executable file
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# -*- coding: utf-8 -*-
from odoo.addons.l10n_us_hr_payroll.tests.test_us_payslip import TestUsPayslip, process_payslip
from odoo.addons.l10n_us_hr_payroll.l10n_us_hr_payroll import USHrContract
class TestUsVaPayslip(TestUsPayslip):
###
# Taxes and Rates
###
VA_UNEMP_MAX_WAGE = 8000.0
def test_2018_taxes(self):
salary = 5000.0
# For formula from https://www.tax.virginia.gov/withholding-calculator
"""
Key
G = Gross Pay for Pay Period P = Pay periods per year
A = Annualized gross pay E1 = Personal and Dependent Exemptions
T = Annualized taxable income E2 = Age 65 and Over & Blind Exemptions
WH = Tax to be withheld for pay period W = Annualized tax to be withheld
G x P - [$3000+ (E1 x 930) + (E2 x 800)] = T
Calculate W as follows:
If T is: W is:
Not over $3,000 2% of T
Over But Not Over Then
$3,000 $5,000 $60 + (3% of excess over $3,000)
$5,000 $17,000 $120 + (5% of excess over $5,000)
$17,000 $720 + (5.75% of excess over $17,000)
W / P = WH
"""
e1 = 2
e2 = 0
t = salary * 12 - (3000 + (e1 * 930) + (e2 * 800))
if t <= 3000:
w = 0.02 * t
elif t <= 5000:
w = 60 + (0.03 * (t - 3000))
elif t <= 17000:
w = 120 + (0.05 * (t - 5000))
else:
w = 720 + (0.0575 * (t - 17000))
wh = w / 12
employee = self._createEmployee()
employee.company_id.va_unemp_rate_2018 = 2.53
contract = self._createContract(employee, salary, struct_id=self.ref('l10n_us_va_hr_payroll.hr_payroll_salary_structure_us_va_employee'))
contract.va_va4_exemptions = e1
contract.va_va4p_exemptions = e2
# tax rates
va_unemp = contract.va_unemp_rate(2018) / -100.0
self._log('2017 Virginia tax last payslip:')
payslip = self._createPayslip(employee, '2017-12-01', '2017-12-31')
payslip.compute_sheet()
process_payslip(payslip)
self._log('2018 Virginia tax first payslip:')
payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['VA_UNEMP_WAGES'], salary)
self.assertPayrollEqual(cats['VA_UNEMP'], cats['VA_UNEMP_WAGES'] * va_unemp)
self.assertPayrollEqual(cats['VA_INC_WITHHOLD'], -wh)
process_payslip(payslip)
# Make a new payslip, this one will have maximums
remaining_va_unemp_wages = self.VA_UNEMP_MAX_WAGE - salary if (self.VA_UNEMP_MAX_WAGE - 2*salary < salary) \
else salary
self._log('2018 Virginia tax second payslip:')
payslip = self._createPayslip(employee, '2018-02-01', '2018-02-28')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['VA_UNEMP_WAGES'], remaining_va_unemp_wages)
self.assertPayrollEqual(cats['VA_UNEMP'], remaining_va_unemp_wages * va_unemp)
def test_2018_taxes_with_external(self):
salary = 5000.0
external_wages = 6000.0
employee = self._createEmployee()
employee.company_id.va_unemp_rate_2018 = 2.8
contract = self._createContract(employee, salary, external_wages=external_wages,
struct_id=self.ref('l10n_us_va_hr_payroll.hr_payroll_salary_structure_us_va_employee'))
# tax rates
va_unemp = contract.va_unemp_rate(2018) / -100.0
self._log('2018 Virginia_external tax first payslip:')
payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['VA_UNEMP_WAGES'], self.VA_UNEMP_MAX_WAGE - external_wages)
self.assertPayrollEqual(cats['VA_UNEMP'], cats['VA_UNEMP_WAGES'] * va_unemp)
def test_2018_taxes_with_state_exempt(self):
salary = 5000.0
external_wages = 6000.0
employee = self._createEmployee()
employee.company_id.va_unemp_rate_2018 = 2.9
contract = self._createContract(employee, salary, external_wages=external_wages, struct_id=self.ref(
'l10n_us_va_hr_payroll.hr_payroll_salary_structure_us_va_employee'), futa_type=USHrContract.FUTA_TYPE_BASIC)
# tax rates
va_unemp = contract.va_unemp_rate(2018) / -100.0
self.assertPayrollEqual(va_unemp, 0.0)
self._log('2018 Virginia exempt tax first payslip:')
payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['VA_UNEMP_WAGES'], self.VA_UNEMP_MAX_WAGE - external_wages)
self.assertPayrollEqual(cats['VA_UNEMP'], cats['VA_UNEMP_WAGES'] * va_unemp)