IMP l10n_us_hr_payroll Port l10n_us_la_hr_payroll LA Louisiana including migration

l10n_us_hr_payroll/__manifest__.py

@@ -40,6 +40,7 @@ United States of America - Payroll Rules.
         'data/state/id_idaho.xml',
         'data/state/il_illinois.xml',
         'data/state/in_indiana.xml',
+        'data/state/la_louisiana.xml',
         'data/state/mi_michigan.xml',
         'data/state/mn_minnesota.xml',
         'data/state/mo_missouri.xml',

l10n_us_hr_payroll/data/state/la_louisiana.xml

@@ -0,0 +1,141 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <!-- Wage Base -->
+    <record id="rule_parameter_us_la_suta_wage_base" model="hr.rule.parameter">
+        <field name="name">US LA Louisiana SUTA Wage Base</field>
+        <field name="code">us_la_suta_wage_base</field>
+        <field name="country_id" ref="base.us"/>
+    </record>
+    <data noupdate="1">
+        <record id="rule_parameter_us_la_suta_wage_base_2019" model="hr.rule.parameter.value">
+            <field name="parameter_value">7700.0</field>
+            <field name="rule_parameter_id" ref="rule_parameter_us_la_suta_wage_base"/>
+            <field name="date_from" eval="datetime(2019, 1, 1).date()"/>
+        </record>
+        <record id="rule_parameter_us_la_suta_wage_base_2020" model="hr.rule.parameter.value">
+            <field name="parameter_value">7700.0</field>
+            <field name="rule_parameter_id" ref="rule_parameter_us_la_suta_wage_base"/>
+            <field name="date_from" eval="datetime(2020, 1, 1).date()"/>
+        </record>
+    </data>
+
+    <!-- Rate -->
+    <record id="rule_parameter_us_la_suta_rate" model="hr.rule.parameter">
+        <field name="name">US LA Louisiana SUTA Rate</field>
+        <field name="code">us_la_suta_rate</field>
+        <field name="country_id" ref="base.us"/>
+    </record>
+    <data noupdate="1">
+        <record id="rule_parameter_us_la_suta_rate_2019" model="hr.rule.parameter.value">
+            <field name="parameter_value">6.20</field>
+            <field name="rule_parameter_id" ref="rule_parameter_us_la_suta_rate"/>
+            <field name="date_from" eval="datetime(2019, 1, 1).date()"/>
+        </record>
+        <record id="rule_parameter_us_la_suta_rate_2020" model="hr.rule.parameter.value">
+            <field name="parameter_value">6.20</field>
+            <field name="rule_parameter_id" ref="rule_parameter_us_la_suta_rate"/>
+            <field name="date_from" eval="datetime(2020, 1, 1).date()"/>
+        </record>
+    </data>
+
+    <record id="rule_parameter_us_la_sit_tax_rate" model="hr.rule.parameter">
+        <field name="name">US LA Louisiana SIT Tax Rate</field>
+        <field name="code">us_la_sit_tax_rate</field>
+        <field name="country_id" ref="base.us"/>
+    </record>
+    <data noupdate="1">
+        <record id="rule_parameter_us_la_sit_tax_rate_2019" model="hr.rule.parameter.value">
+            <field name="parameter_value">{
+                 'single': ((12500.00, 2.10), (50000.00, 1.60), ('inf', 1.35)),
+                 'married': ((25000.00, 2.10), (100000.00, 1.65), ('inf', 1.35)),
+            }</field>
+            <field name="rule_parameter_id" ref="rule_parameter_us_la_sit_tax_rate"/>
+            <field name="date_from" eval="datetime(2019, 1, 1).date()"/>
+        </record>
+        <record id="rule_parameter_us_la_sit_tax_rate_2020" model="hr.rule.parameter.value">
+            <field name="parameter_value">{
+                 'single': ((12500.00, 2.10), (50000.00, 1.60), ('inf', 1.35)),
+                 'married': ((25000.00, 2.10), (100000.00, 1.65), ('inf', 1.35)),
+            }</field>
+            <field name="rule_parameter_id" ref="rule_parameter_us_la_sit_tax_rate"/>
+            <field name="date_from" eval="datetime(2020, 1, 1).date()"/>
+        </record>
+    </data>
+
+    <record id="rule_parameter_us_la_sit_personal_exemption_rate" model="hr.rule.parameter">
+        <field name="name">US LA Louisiana Personal Exemption Rate</field>
+        <field name="code">us_la_sit_personal_exemption_rate</field>
+        <field name="country_id" ref="base.us"/>
+    </record>
+    <data noupdate="1">
+        <record id="rule_parameter_us_la_sit_personal_exemption_rate_2019" model="hr.rule.parameter.value">
+            <field name="parameter_value">4500</field>
+            <field name="rule_parameter_id" ref="rule_parameter_us_la_sit_personal_exemption_rate"/>
+            <field name="date_from" eval="datetime(2019, 1, 1).date()"/>
+        </record>
+        <record id="rule_parameter_us_la_sit_personal_exemption_rate_2020" model="hr.rule.parameter.value">
+            <field name="parameter_value">4500</field>
+            <field name="rule_parameter_id" ref="rule_parameter_us_la_sit_personal_exemption_rate"/>
+            <field name="date_from" eval="datetime(2020, 1, 1).date()"/>
+        </record>
+    </data>
+
+    <record id="rule_parameter_us_la_sit_dependent_rate" model="hr.rule.parameter">
+        <field name="name">US LA Louisiana Dependent Rate</field>
+        <field name="code">us_la_sit_dependent_rate</field>
+        <field name="country_id" ref="base.us"/>
+    </record>
+    <data noupdate="1">
+        <record id="rule_parameter_us_la_sit_dependent_rate_2019" model="hr.rule.parameter.value">
+            <field name="parameter_value">1000.0</field>
+            <field name="rule_parameter_id" ref="rule_parameter_us_la_sit_dependent_rate"/>
+            <field name="date_from" eval="datetime(2019, 1, 1).date()"/>
+        </record>
+        <record id="rule_parameter_us_la_sit_dependent_rate_2020" model="hr.rule.parameter.value">
+            <field name="parameter_value">1000.0</field>
+            <field name="rule_parameter_id" ref="rule_parameter_us_la_sit_dependent_rate"/>
+            <field name="date_from" eval="datetime(2020, 1, 1).date()"/>
+        </record>
+    </data>
+
+    <!-- Partners and Contribution Registers -->
+    <record id="res_partner_us_la_dor" model="res.partner">
+        <field name="name">US Louisiana - Workforce Commission (LWC) - Unemployment Tax</field>
+    </record>
+
+    <record id="res_partner_us_la_dor_sit" model="res.partner">
+        <field name="name">US Louisiana - Department of Revenue (LDOR) - Income Tax</field>
+    </record>
+
+    <!-- Categories -->
+
+    <!-- Rules -->
+    <record id="hr_payroll_rule_er_us_la_suta" model="hr.salary.rule">
+        <field name="sequence" eval="450"/>
+        <field name="struct_id" ref="hr_payroll_structure"/>
+        <field name="category_id" ref="hr_payroll_category_er_us_suta"/>
+        <field name="name">ER: US LA Louisiana State Unemployment</field>
+        <field name="code">ER_US_LA_SUTA</field>
+        <field name="condition_select">python</field>
+        <field name="condition_python">result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_la_suta_wage_base', rate='us_la_suta_rate', state_code='LA')</field>
+        <field name="amount_select">code</field>
+        <field name="amount_python_compute">result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_la_suta_wage_base', rate='us_la_suta_rate', state_code='LA')</field>
+        <field name="partner_id" ref="res_partner_us_la_dor"/>
+        <field name="appears_on_payslip" eval="False"/>
+    </record>
+
+    <record id="hr_payroll_rule_ee_us_la_sit" model="hr.salary.rule">
+        <field name="sequence" eval="195"/>
+        <field name="struct_id" ref="hr_payroll_structure"/>
+        <field name="category_id" ref="hr_payroll_category_ee_us_sit"/>
+        <field name="name">EE: US LA Louisiana State Income Tax Withholding</field>
+        <field name="code">EE_US_LA_SIT</field>
+        <field name="condition_select">python</field>
+        <field name="condition_python">result, _ = la_louisiana_state_income_withholding(payslip, categories, worked_days, inputs)</field>
+        <field name="amount_select">code</field>
+        <field name="amount_python_compute">result, result_rate = la_louisiana_state_income_withholding(payslip, categories, worked_days, inputs)</field>
+        <field name="partner_id" ref="res_partner_us_la_dor_sit"/>
+        <field name="appears_on_payslip" eval="True"/>
+    </record>
+
+</odoo>

l10n_us_hr_payroll/models/hr_payslip.py

@@ -25,6 +25,7 @@ from .state.ia_iowa import ia_iowa_state_income_withholding
 from .state.id_idaho import id_idaho_state_income_withholding
 from .state.il_illinois import il_illinois_state_income_withholding
 from .state.in_indiana import in_indiana_state_income_withholding
+from .state.la_louisiana import la_louisiana_state_income_withholding
 from .state.mi_michigan import mi_michigan_state_income_withholding
 from .state.mn_minnesota import mn_minnesota_state_income_withholding
 from .state.mo_missouri import mo_missouri_state_income_withholding
@@ -81,6 +82,7 @@ class HRPayslip(models.Model):
             'id_idaho_state_income_withholding': id_idaho_state_income_withholding,
             'il_illinois_state_income_withholding': il_illinois_state_income_withholding,
             'in_indiana_state_income_withholding': in_indiana_state_income_withholding,
+            'la_louisiana_state_income_withholding': la_louisiana_state_income_withholding,
             'mi_michigan_state_income_withholding': mi_michigan_state_income_withholding,
             'mn_minnesota_state_income_withholding': mn_minnesota_state_income_withholding,
             'mo_missouri_state_income_withholding': mo_missouri_state_income_withholding,

l10n_us_hr_payroll/models/state/la_louisiana.py

@@ -0,0 +1,60 @@
+# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
+
+from .general import _state_applies, sit_wage
+
+
+def la_louisiana_state_income_withholding(payslip, categories, worked_days, inputs):
+    """
+    Returns SIT eligible wage and rate.
+
+    :return: result, result_rate (wage, percent)
+    """
+    state_code = 'LA'
+    if not _state_applies(payslip, state_code):
+        return 0.0, 0.0
+
+    # Determine Wage
+    wage = sit_wage(payslip, categories)
+    if not wage:
+        return 0.0, 0.0
+
+    filing_status = payslip.contract_id.us_payroll_config_value('la_l4_sit_filing_status')
+    if not filing_status:
+        return 0.0, 0.0
+
+    pay_periods = payslip.dict.get_pay_periods_in_year()
+    personal_exemptions = payslip.contract_id.us_payroll_config_value('la_l4_sit_exemptions')
+    dependent_exemptions = payslip.contract_id.us_payroll_config_value('la_l4_sit_dependents')
+    tax_table = payslip.rule_parameter('us_la_sit_tax_rate')[filing_status]
+    exemption_rate = payslip.rule_parameter('us_la_sit_personal_exemption_rate')
+    dependent_rate = payslip.rule_parameter('us_la_sit_dependent_rate')
+
+    annual_wage = wage * pay_periods
+
+    effect_cap = 0.0
+    multiplier = 0.0
+    if filing_status == 'single':
+        effect_cap = 12500.00
+        multiplier = 1.60
+    elif filing_status == 'married':
+        effect_cap = 25000.00
+        multiplier = 1.65
+
+    after_credits_under = (2.100 / 100) * (((personal_exemptions * exemption_rate) +
+                                           (dependent_exemptions * dependent_rate)) / pay_periods)
+    after_credits_over = 0.00
+    if after_credits_under > effect_cap:
+        after_credits_under = effect_cap
+        after_credits_over_check = ((personal_exemptions * exemption_rate) + (dependent_exemptions * dependent_rate)) - effect_cap
+        after_credits_over = (multiplier / 100.00) * (after_credits_over_check / pay_periods) if after_credits_over_check > 0 else 0.00
+    withholding = 0.0
+    last = 0.0
+    for amt, rate in tax_table:
+        withholding = withholding + ((rate / 100.0) * (wage - (last / pay_periods)))
+        if annual_wage <= float(amt):
+            break
+        last = amt
+
+    withholding = withholding - (after_credits_under + after_credits_over)
+    withholding = round(withholding, 2)
+    return wage, -((withholding / wage) * 100.0)

l10n_us_hr_payroll/models/us_payroll_config.py

@@ -126,6 +126,14 @@ class HRContractUSPayrollConfig(models.Model):
 
     in_w4_sit_personal_exemption = fields.Integer(string='Indiana In-W-4 Number of Personal Exemption', help='IN-W-4 5.')
     in_w4_sit_dependent_exemption = fields.Integer(string='Indiana In-W-4 Number of Dependent Exemption', help='IN-W-4 6.')
+
+    la_l4_sit_filing_status = fields.Selection([
+        ('single', 'Single'),
+        ('married', 'Married'),
+    ], string='Louisiana LA L-4 Filing Status', help='LA L-4 3.')
+    la_l4_sit_exemptions = fields.Integer(string='Louisiana LA L-4 Number of Exemptions', help='LA L-4 6.')
+    la_l4_sit_dependents = fields.Integer(string='Louisiana LA L-4 Number of Dependents', help='LA L-4 7.')
+
     mi_w4_sit_exemptions = fields.Integer(string='Michigan MI W-4 Exemptions', help='MI-W4 6.')
 
     mn_w4mn_sit_filing_status = fields.Selection([

l10n_us_hr_payroll/tests/__init__.py

@@ -46,6 +46,9 @@ from . import test_us_il_illinois_payslip_2020
 
 from . import test_us_in_indiana_payslip_2020
 
+from . import test_us_la_louisiana_payslip_2019
+from . import test_us_la_louisiana_payslip_2020
+
 from . import test_us_mi_michigan_payslip_2019
 from . import test_us_mi_michigan_payslip_2020
 

l10n_us_hr_payroll/tests/test_us_la_louisiana_payslip_2019.py

@@ -0,0 +1,87 @@
+# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
+
+from .common import TestUsPayslip, process_payslip
+
+
+class TestUsLAPayslip(TestUsPayslip):
+
+    # TAXES AND RATES
+    LA_UNEMP_MAX_WAGE = 7700.00
+    LA_UNEMP = -(6.20 / 100.0)
+
+    def test_taxes_single_weekly(self):
+        salary = 700.00
+        schedule_pay = 'weekly'
+        filing_status = 'single'
+        exemptions = 1
+        dependents = 2
+        # SEE http://revenue.louisiana.gov/TaxForms/1306(1_12)TF.pdf for example calculations
+        # wh_to test is 19.42
+        # Our algorithm correctly rounds whereas theirs does it prematurely.
+        wh_to_check = -19.43
+        employee = self._createEmployee()
+        contract = self._createContract(employee,
+                                        wage=salary,
+                                        state_id=self.get_us_state('LA'),
+                                        la_l4_sit_filing_status=filing_status,
+                                        la_l4_sit_exemptions=exemptions,
+                                        la_l4_sit_dependents=dependents,
+                                        schedule_pay=schedule_pay)
+
+        self._log('2019 Louisiana tax first payslip weekly:')
+        payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31')
+        payslip.compute_sheet()
+        cats = self._getCategories(payslip)
+
+        self.assertPayrollEqual(cats['ER_US_SUTA'], salary * self.LA_UNEMP)
+        self.assertPayrollEqual(cats['EE_US_SIT'], wh_to_check)
+
+        process_payslip(payslip)
+
+        remaining_la_unemp_wages = self.LA_UNEMP_MAX_WAGE - salary if (self.LA_UNEMP_MAX_WAGE - 2*salary < salary) \
+            else salary
+
+        self._log('2019 Louisiana tax second payslip weekly:')
+        payslip = self._createPayslip(employee, '2019-02-01', '2019-02-28')
+        payslip.compute_sheet()
+        cats = self._getCategories(payslip)
+
+        self.assertPayrollEqual(cats['ER_US_SUTA'], remaining_la_unemp_wages * self.LA_UNEMP)
+
+    def test_taxes_married_biweekly(self):
+        salary = 4600.00
+        schedule_pay = 'bi-weekly'
+        filing_status = 'married'
+        exemptions = 2
+        dependents = 3
+        # SEE http://revenue.louisiana.gov/TaxForms/1306(1_12)TF.pdf for example calculations
+        # wh_to test is 157.12
+        wh_to_check = -157.12
+        employee = self._createEmployee()
+        contract = self._createContract(employee,
+                                        wage=salary,
+                                        state_id=self.get_us_state('LA'),
+                                        la_l4_sit_filing_status=filing_status,
+                                        la_l4_sit_exemptions=exemptions,
+                                        la_l4_sit_dependents=dependents,
+                                        schedule_pay=schedule_pay)
+
+        self._log('2019 Louisiana tax first payslip bi-weekly:')
+        payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31')
+        payslip.compute_sheet()
+        cats = self._getCategories(payslip)
+
+        self.assertPayrollEqual(cats['ER_US_SUTA'], salary * self.LA_UNEMP)
+        self.assertPayrollEqual(cats['EE_US_SIT'], wh_to_check)
+
+        process_payslip(payslip)
+
+        remaining_la_unemp_wages = self.LA_UNEMP_MAX_WAGE - salary if (self.LA_UNEMP_MAX_WAGE - 2*salary < salary) \
+            else salary
+
+        self._log('2019 Louisiana tax second payslip bi-weekly:')
+        payslip = self._createPayslip(employee, '2019-02-01', '2019-02-28')
+        payslip.compute_sheet()
+        cats = self._getCategories(payslip)
+
+        self.assertPayrollEqual(cats['ER_US_SUTA'], remaining_la_unemp_wages * self.LA_UNEMP)

l10n_us_hr_payroll/tests/test_us_la_louisiana_payslip_2020.py

@@ -0,0 +1,34 @@
+# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
+
+from datetime import date, timedelta
+from .common import TestUsPayslip
+
+
+class TestUsLAPayslip(TestUsPayslip):
+    ###
+    #   2020 Taxes and Rates
+    ###
+    LA_UNEMP_MAX_WAGE = 7700.0
+    LA_UNEMP = 6.20
+    # Calculation based on http://revenue.louisiana.gov/TaxForms/1306(1_12)TF.pdf
+
+    def _test_sit(self, wage, filing_status, exemptions, dependents, schedule_pay,  date_start, expected_withholding):
+        employee = self._createEmployee()
+        contract = self._createContract(employee,
+                                        wage=wage,
+                                        state_id=self.get_us_state('LA'),
+                                        la_l4_sit_filing_status=filing_status,
+                                        la_l4_sit_exemptions=exemptions,
+                                        la_l4_sit_dependents=dependents,
+                                        schedule_pay=schedule_pay)
+        payslip = self._createPayslip(employee, date_start, date_start + timedelta(days=7))
+        payslip.compute_sheet()
+        cats = self._getCategories(payslip)
+
+        self._log('Computed period tax: ' + str(expected_withholding))
+        self.assertPayrollEqual(cats.get('EE_US_SIT', 0.0), -expected_withholding)
+
+    def test_2020_taxes_example(self):
+        self._test_er_suta('LA', self.LA_UNEMP, date(2020, 1, 1), wage_base=self.LA_UNEMP_MAX_WAGE)
+        self._test_sit(700.0, 'single', 1.0, 2.0, 'weekly', date(2020, 1, 1), 19.43)
+        self._test_sit(4600.0, 'married', 2.0, 3.0, 'bi-weekly', date(2020, 1, 1), 157.12)

l10n_us_hr_payroll/views/us_payroll_config_views.xml

@@ -125,6 +125,12 @@
                             <field name="in_w4_sit_dependent_exemption" string="Dependent Exemption 6."/>
                             <field name="state_income_tax_additional_withholding" string="Additional Withholding 7."/>
                         </group>
+                        <group name="state_la_louisiana" string="LA Louisiana" attrs="{'invisible':[('state_id', '!=', %(base.state_us_19)s)]}">
+                            <p colspan="2"><h3>Form LA L-4 - State Income Tax</h3></p>
+                            <field name="la_l4_sit_filing_status" string="Filing Status 3."/>
+                            <field name="la_l4_sit_exemptions" string="Personal Exemption 6."/>
+                            <field name="la_l4_sit_dependents" string="Dependent Exemption 7."/>
+                        </group>
                         <group name="state_mi_michigan" string="MI Michigan" attrs="{'invisible':[('state_id', '!=', %(base.state_us_35)s)]}">
                             <p colspan="2"><h3>Form MI-W4 - State Income Tax</h3></p>
                             <field name="mi_w4_sit_exemptions" string="Exemptions 6."/>