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#31 Merge branch 'mig/12.0/l10n_us_oh_hr_payroll' into mig/12.0/us_payroll

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Jared Kipe
2019-02-10 15:44:15 -08:00
parent 14878ae669 47f5bd4f20
commit 7616db9bf5
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l10n_us_oh_hr_payroll/README.rst Normal file
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*******************************
Hibou - US Payroll - Ohio State
*******************************
Calculations and contribution registers for Ohio State Payroll.
For more information and add-ons, visit `Hibou.io <https://hibou.io/>`_.
=============
Main Features
=============
* New Ohio Department of Revenue partner
* Contribution Registers for:
* Ohio Department of Revenue - Unemployment
* Ohio Department of Revenue - Income Tax withholding
* Contract level Ohio Withholding Allowance
* Company level Ohio Unemployment Rate
.. image:: https://user-images.githubusercontent.com/15882954/41481725-e1cbd3c4-7087-11e8-8bf7-84843bb2f943.png
:alt: 'Employee Contract Detail'
:width: 988
:align: left
USA Ohio Employee added to Contract Salary Structure Menu
.. image:: https://user-images.githubusercontent.com/15882954/41481743-f1eceb4e-7087-11e8-8d09-dd45551a3fa4.png
:alt: 'Computed Pay Slip Detail'
:width: 988
:align: left
New Payslip Categories for:
* Ohio Income Withholding
* Ohio Unemployment - Wages
* Ohio Unemployment
Upgrading to 2019
==========================
If you were using this prior to January 2019, then you will need to run the following
migration script.
Odoo Shell code::
def migrate_rule_name(rule_id):
main = env.ref(rule_id)
old_2017 = env.ref(rule_id.replace('2018', '2017'))
old_2016 = env.ref(rule_id.replace('2018', '2016'))
lines = env['hr.payslip.line'].search([('salary_rule_id', 'in', [old_2017.id, old_2016.id,])])
lines.write({'salary_rule_id': main.id})
rules = [
'l10n_us_oh_hr_payroll.hr_payroll_rules_oh_unemp_wages_2018',
'l10n_us_oh_hr_payroll.hr_payroll_rules_oh_unemp_2018',
'l10n_us_oh_hr_payroll.hr_payroll_rules_oh_inc_withhold_2018',
]
for rule_id in rules:
migrate_rule_name(rule_id)
env.cr.commit()
=======
License
=======
Please see `LICENSE <https://github.com/hibou-io/hibou-odoo-suite/blob/master/LICENSE>`_.
Copyright Hibou Corp. 2018

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l10n_us_oh_hr_payroll/__init__.py Executable file
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from . import models

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l10n_us_oh_hr_payroll/__manifest__.py Executable file
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{
'name': 'USA - Ohio - Payroll',
'author': 'Hibou Corp. <hello@hibou.io>',
'license': 'AGPL-3',
'category': 'Localization',
'depends': ['l10n_us_hr_payroll'],
'version': '12.0.2019.0.0',
'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':[
'views/hr_payroll_views.xml',
'data/base.xml',
'data/rates.xml',
'data/rules.xml',
'data/final.xml',
],
'installable': True
}

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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">Wage: US-OH Unemployment</field>
<field name="code">WAGE_US_OH_UNEMP</field>
</record>
<record id="hr_payroll_oh_unemp" model="hr.salary.rule.category">
<field name="name">ER: US-OH Unemployment</field>
<field name="code">ER_US_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">EE: US-OH Income Withholding</field>
<field name="code">EE_US_OH_INC_WITHHOLD</field>
<field name="parent_id" ref="hr_payroll.DED"/>
</record>
</data>
</odoo>

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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_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/rates.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data noupdate="1">
<record id="hr_payroll_rates_oh_unemp_2018" model="hr.payroll.rate">
<field name="name">US Ohio Unemployment</field>
<field name="code">US_OH_UNEMP</field>
<field name="rate">2.7</field>
<field name="date_from">2018-01-01</field>
<field name="wage_limit_year" eval="9500.0"/>
</record>
<record id="hr_payroll_rates_oh_unemp_2019" model="hr.payroll.rate">
<field name="name">US Ohio Unemployment</field>
<field name="code">US_OH_UNEMP</field>
<field name="rate">2.7</field>
<field name="date_from">2019-01-01</field>
<field name="wage_limit_year" eval="9500.0"/>
</record>
</data>
</odoo>

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l10n_us_oh_hr_payroll/data/rules.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">Wage: US-OH Unemployment</field>
<field name="code">WAGE_US_OH_UNEMP</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (contract.futa_type != contract.FUTA_TYPE_BASIC)</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
###
rate = payslip.dict.get_rate('US_OH_UNEMP')
year = payslip.dict.date_to.year
ytd = payslip.sum('WAGE_US_OH_UNEMP', str(year) + '-01-01', str(year+1) + '-01-01')
ytd += contract.external_wages
remaining = rate.wage_limit_year - ytd
if remaining &lt;= 0.0:
result = 0
elif remaining &lt; categories.BASIC:
result = remaining
else:
result = categories.BASIC
</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">ER: US-OH Unemployment</field>
<field name="code">ER_US_OH_UNEMP</field>
<field name="condition_select">python</field>
<field name="condition_python">result = (contract.futa_type != contract.FUTA_TYPE_BASIC)</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
rate = payslip.dict.get_rate('US_OH_UNEMP')
result_rate = -rate.rate
result = categories.WAGE_US_OH_UNEMP
# 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">EE: US-OH Income Withholding</field>
<field name="code">EE_US_OH_INC_WITHHOLD</field>
<field name="condition_select">python</field>
<field name="condition_python">result = True</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
year = payslip.dict.date_to.year
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 https://www.tax.ohio.gov/Portals/0/employer_withholding/2019%20tables/WTH_OptionalComputerFormula_2019.pdf
if year == 2018:
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
else:
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) * 1.075
elif TW &lt;= 15000.0:
WD = ((((TW - 10000.0) * 0.02) + 75.0) / PP) * 1.075
elif TW &lt;= 20000.0:
WD = ((((TW - 15000.0) * 0.025) + 175.0) / PP) * 1.075
elif TW &lt;= 40000.0:
WD = ((((TW - 20000.0) * 0.03) + 300.0) / PP) * 1.075
elif TW &lt;= 80000.0:
WD = ((((TW - 40000.0) * 0.035) + 900.0) / PP) * 1.075
elif TW &lt;= 100000.0:
WD = ((((TW - 80000.0) * 0.04) + 2300.0) / PP) * 1.075
else:
WD = ((((TW - 100000.0) * 0.05) + 3100.0) / PP) * 1.075
result = -WD
</field>
<field name="register_id" ref="contrib_register_ohdor_withhold"/>
</record>
</data>
</odoo>

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l10n_us_oh_hr_payroll/models/__init__.py Normal file
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from . import hr_payroll

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l10n_us_oh_hr_payroll/models/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)
oh_additional_withholding = fields.Float(string="Additional Withholding", default=0.0)

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l10n_us_oh_hr_payroll/tests/__init__.py Executable file
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from . import test_us_oh_payslip_2018
from . import test_us_oh_payslip_2019

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l10n_us_oh_hr_payroll/tests/test_us_oh_payslip_2018.py Executable file
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from odoo.addons.l10n_us_hr_payroll.tests.test_us_payslip import TestUsPayslip, process_payslip
from odoo.addons.l10n_us_hr_payroll.models.l10n_us_hr_payroll import USHrContract
class TestUsOhPayslip(TestUsPayslip):
###
# Taxes and Rates
###
OH_UNEMP_MAX_WAGE = 9500.0
OH_UNEMP = -2.7 / 100.0
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()
contract = self._createContract(employee, salary, struct_id=self.ref('l10n_us_oh_hr_payroll.hr_payroll_salary_structure_us_oh_employee'))
self._log('2017 Ohio tax last payslip:')
payslip = self._createPayslip(employee, '2017-12-01', '2017-12-31')
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['WAGE_US_OH_UNEMP'], salary)
self.assertPayrollEqual(cats['ER_US_OH_UNEMP'], cats['WAGE_US_OH_UNEMP'] * self.OH_UNEMP)
self.assertPayrollEqual(cats['EE_US_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['WAGE_US_OH_UNEMP'], remaining_oh_unemp_wages)
self.assertPayrollEqual(cats['ER_US_OH_UNEMP'], remaining_oh_unemp_wages * self.OH_UNEMP)
def test_2018_taxes_with_external(self):
salary = 5000.0
external_wages = 6000.0
employee = self._createEmployee()
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'))
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['WAGE_US_OH_UNEMP'], self.OH_UNEMP_MAX_WAGE - external_wages)
self.assertPayrollEqual(cats['ER_US_OH_UNEMP'], cats['WAGE_US_OH_UNEMP'] * self.OH_UNEMP)
def test_2018_taxes_with_state_exempt(self):
salary = 5000.0
external_wages = 6000.0
employee = self._createEmployee()
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)
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)
# FUTA_TYPE_BASIC
self.assertPayrollEqual(cats.get('WAGE_US_OH_UNEMP', 0.0), 0.0)
self.assertPayrollEqual(cats.get('ER_US_OH_UNEMP', 0.0), cats.get('WAGE_US_OH_UNEMP', 0.0) * 0.0)

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l10n_us_oh_hr_payroll/tests/test_us_oh_payslip_2019.py Executable file
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from odoo.addons.l10n_us_hr_payroll.tests.test_us_payslip import TestUsPayslip, process_payslip
from odoo.addons.l10n_us_hr_payroll.models.l10n_us_hr_payroll import USHrContract
class TestUsOhPayslip(TestUsPayslip):
###
# Taxes and Rates
###
OH_UNEMP_MAX_WAGE = 9500.0
OH_UNEMP = -2.7 / 100.0
def test_2019_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 * 1.075
employee = self._createEmployee()
contract = self._createContract(employee, salary, struct_id=self.ref('l10n_us_oh_hr_payroll.hr_payroll_salary_structure_us_oh_employee'))
self._log('2018 Ohio tax last payslip:')
payslip = self._createPayslip(employee, '2018-12-01', '2018-12-31')
payslip.compute_sheet()
process_payslip(payslip)
self._log('2019 Ohio tax first payslip:')
payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['WAGE_US_OH_UNEMP'], salary)
self.assertPayrollEqual(cats['ER_US_OH_UNEMP'], cats['WAGE_US_OH_UNEMP'] * self.OH_UNEMP)
self.assertPayrollEqual(cats['EE_US_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('2019 Ohio tax second payslip:')
payslip = self._createPayslip(employee, '2019-02-01', '2019-02-28')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['WAGE_US_OH_UNEMP'], remaining_oh_unemp_wages)
self.assertPayrollEqual(cats['ER_US_OH_UNEMP'], remaining_oh_unemp_wages * self.OH_UNEMP)
def test_2019_taxes_with_external(self):
salary = 5000.0
external_wages = 6000.0
employee = self._createEmployee()
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'))
self._log('2019 Ohio_external tax first payslip:')
payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['WAGE_US_OH_UNEMP'], self.OH_UNEMP_MAX_WAGE - external_wages)
self.assertPayrollEqual(cats['ER_US_OH_UNEMP'], cats['WAGE_US_OH_UNEMP'] * self.OH_UNEMP)
def test_2019_taxes_with_state_exempt(self):
salary = 5000.0
external_wages = 6000.0
employee = self._createEmployee()
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)
self._log('2019 Ohio exempt tax first payslip:')
payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
# FUTA_TYPE_BASIC
self.assertPayrollEqual(cats.get('WAGE_US_OH_UNEMP', 0.0), 0.0)
self.assertPayrollEqual(cats.get('ER_US_OH_UNEMP', 0.0), cats.get('WAGE_US_OH_UNEMP', 0.0) * 0.0)

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l10n_us_oh_hr_payroll/views/hr_payroll_views.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<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">130</field>
<field name="inherit_id" ref="hr_contract.hr_contract_view_form"/>
<field name="arch" type="xml">
<data>
<xpath expr="//group[@name='state_filing']" position="inside">
<group string="Ohio" name="oh">
<field name="oh_income_allowances" string="Allowances"/>
<field name="oh_additional_withholding" string="Additional Withholding"/>
</group>
</xpath>
</data>
</field>
</record>
</data>
</odoo>