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Merge branch 'new/11.0/l10n_us_ia_hr_payroll' into 11.0-test

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Jared Kipe
2019-07-19 07:19:49 -07:00
parent 53072679ea 0cd34d7e49
commit bf303e2f9a
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1
l10n_us_ia_hr_payroll/__init__.py Executable file
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from . import models

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l10n_us_ia_hr_payroll/__manifest__.py Executable file
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{
'name': 'USA - Iowa - Payroll',
'author': 'Hibou Corp. <hello@hibou.io>',
'license': 'AGPL-3',
'category': 'Localization',
'depends': ['l10n_us_hr_payroll'],
'version': '11.0.2019.0.0',
'description': """
USA::Iowa Payroll Rules.
==================================
* Contribution register and partner for Additional WithholdingTaxaction - Income Tax Withholding
* Contribution register and partner for Iowa Workforce Development- Unemployment
* Contract level Iowa Exemptions
* Company level Iowa Unemployment Rate
* Salary Structure for Iowa
""",
'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_ia_hr_payroll/data/base.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- PARTNERS -->
<record id="res_partner_ia_wd_unemp" model="res.partner">
<field name="name">Iowa Workforce Development- Unemployment Tax</field>
<field name="supplier">1</field>
<field eval="0" name="customer"/>
</record>
<record id="res_partner_ia_dor_withhold" model="res.partner">
<field name="name">Iowa Department of Revenue - Income Tax Withholding</field>
<field name="supplier">1</field>
<field eval="0" name="customer"/>
</record>
<!-- CONTRIBUTION REGISTERS -->
<record id="contrib_register_ia_wd_unemp" model="hr.contribution.register">
<field name="name">Iowa Unemployment</field>
<field name="note">Iowa Workforce Development - Unemployment</field>
<field name="partner_id" ref="res_partner_ia_wd_unemp"/>
</record>
<record id="contrib_register_ia_dor_withhold" model="hr.contribution.register">
<field name="name">Iowa Income Tax Withholding</field>
<field name="note">Iowa Department of Revenue - Income Tax Withholding</field>
<field name="partner_id" ref="res_partner_ia_dor_withhold"/>
</record>
<!-- HR SALARY RULE CATEGORIES-->
<record id="hr_payroll_ia_unemp_wages" model="hr.salary.rule.category">
<field name="name">Wage: US-IA Unemployment</field>
<field name="code">WAGE_US_IA_UNEMP</field>
</record>
<record id="hr_payroll_ia_unemp" model="hr.salary.rule.category">
<field name="name">ER: US-IA Unemployment</field>
<field name="code">ER_US_IA_UNEMP</field>
<field name="parent_id" ref="hr_payroll.COMP"/>
</record>
<record id="hr_payroll_ia_income_withhold" model="hr.salary.rule.category">
<field name="name">EE: US-IA Income Tax Withholding</field>
<field name="code">EE_US_IA_INC_WITHHOLD</field>
<field name="parent_id" ref="hr_payroll.DED"/>
</record>
</odoo>

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l10n_us_ia_hr_payroll/data/final.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- HR PAYROLL STRUCTURE -->
<record id="hr_payroll_salary_structure_us_ia_employee" model="hr.payroll.structure">
<field name="code">US_IA_EMP</field>
<field name="name">USA Iowa Employee</field>
<field eval="[(6, 0, [
ref('hr_payroll_rules_ia_unemp_wages'),
ref('hr_payroll_rules_ia_unemp'),
ref('hr_payroll_rules_ia_inc_withhold'),
])]" 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>
</odoo>

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l10n_us_ia_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_ia_unemp" model="hr.payroll.rate">
<field name="name">US IA Unemployment</field>
<field name="code">US_IA_UNEMP</field>
<field name="rate">1.0</field>
<field name="date_from">2019-01-01</field>
<field name="wage_limit_year" eval="30600.00"/>
</record>
</data>
</odoo>

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l10n_us_ia_hr_payroll/data/rules.xml Executable file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- HR SALARY RULES-->
<record id="hr_payroll_rules_ia_unemp_wages" model="hr.salary.rule">
<field name="sequence" eval="423"/>
<field name="category_id" ref="hr_payroll_ia_unemp_wages"/>
<field name="name">Wage: US-IA Unemployment</field>
<field name="code">WAGE_US_IA_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_IA_UNEMP')
year = int(payslip.dict.date_to[:4])
ytd = payslip.sum('WAGE_US_IA_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_ia_unemp" model="hr.salary.rule">
<field name="sequence" eval="443"/>
<field name="category_id" ref="hr_payroll_ia_unemp"/>
<field name="name">ER: US-IA Unemployment</field>
<field name="code">ER_US_IA_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_IA_UNEMP')
result_rate = -rate.rate
result = categories.WAGE_US_IA_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_ia_wd_unemp"/>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_ia_inc_withhold" model="hr.salary.rule">
<field name="sequence" eval="155"/>
<field name="category_id" ref="hr_payroll_ia_income_withhold"/>
<field name="name">EE: US-IA Income Tax Withholding</field>
<field name="code">EE_US_IA_INC_WITHHOLD</field>
<field name="condition_select">python</field>
<field name="condition_python">result = not contract.ia_w4_tax_exempt</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">
wages = categories.GROSS
federal_withholding = categories.EE_US_FED_INC_WITHHOLD
schedule_pay = contract.schedule_pay
allowances = contract.ia_w4_allowances
# It is + federal_withholding because federal_withholding is negative.
t1 = wages + federal_withholding
standard_deduction_table = {
'daily': (6.50, 16.00),
'weekly': (32.50, 80.00),
'bi-weekly': (65.00, 160.00),
'semi-monthly': (70.42, 173.33),
'monthly': (140.83, 346.67),
'annually': (1690.00, 4160.00)}
t2 = t1 - standard_deduction_table[schedule_pay][0] if allowances &lt; 2 else standard_deduction_table[schedule_pay][1]
# IMPORTANT -- ALL RATES ARE ALREADY DIVIDED BY 100 -> 8.53% is in the table as 0.0853
if schedule_pay == 'weekly':
tax_rate_table = [
(25.63, 0.0033, 0.0),
(51.27, 0.0067, 0.08),
(102.52, 0.0225, 0.025),
(230.67, 0.0414, 1.40),
(384.46, 0.0563, 6.71),
(512.62, 0.0596, 15.37),
(768.92, 0.0625, 23.01),
(1153.38, 0.0744, 39.03),
(float('inf'), 0.0853, 67.63),
]
elif schedule_pay == 'bi-weekly':
tax_rate_table = [
(51.27, 0.0033, 0.00),
(102.54, 0.0067, 0.17),
(205.04, 0.00225, 0.51),
(461.35, 0.0414, 2.82),
(768.92, 0.0563, 13.43),
(1025.23, 0.0596, 30.75),
(1537.85, 0.0625, 46.03),
(2306.77, 0.0744, 78.07),
(float('inf'), 0.0853, 135.28)
]
elif schedule_pay == 'semi-monthly':
tax_rate_table = [
(55.54, 0.0033, 0.00),
(111.08, 0.0067, 0.18),
(222.13, 0.0225, 0.55),
(499.79, 0.0414, 3.05),
(833.00, 0.0563, 14.59),
(1110.67, 0.0596, 33.31),
(1666.00, 0.0625, 49.86),
(2499.00, 0.0744, 84.57),
(float('inf'), 0.0853, 146.55)
]
elif schedule_pay == 'monthly':
tax_rate_table = [
(111.08, 0.0033, 0.00),
(222.17, 0.0067, 0.37),
(444.25, 0.0225, 1.11),
(999.58, 0.0414, 6.11),
(1666.00, 0.0563, 29.10),
(2221.33, 0.0596, 62.66),
(3332.00, 0.0625, 99.72),
(4998.00, 0.0744, 169.14),
(float('inf'), 0.0853, 293.09)
]
elif schedule_pay == 'annual':
tax_rate_table = [
(1333.00, 0.0033, 0.00),
(2666.00, 0.0067, 4.40),
(5331.00, 0.0225, 13.33),
(11995.00, 0.0414, 73.29),
(19992.00, 0.0563, 349.19),
(26656.00, 0.0596, 799.41),
(39984.00, 0.0625, 1196.58),
(59976.00, 0.0744, 2029.58),
(float('inf'), 0.0853, 3516.98)
]
t3 = 0.0
last = 0.0
for row in tax_rate_table:
cap, rate, flat_fee = row
if cap > t2:
taxed_amount = t2 - last
t3 = flat_fee + (rate * taxed_amount)
break
last = cap
deduction_per_allowance = {
'daily': 0.15,
'weekly': 0.77,
'bi-weekly': 1.54,
'semi-monthly': 3.33,
'annually': 40.00
}
t4 = t3 - (deduction_per_allowance[schedule_pay] * allowances)
t5 = t4 + contract.ia_w4_additional_wh
result = -t5
</field>
<field name="register_id" ref="contrib_register_ia_dor_withhold"/>
</record>
</odoo>

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l10n_us_ia_hr_payroll/models/__init__.py Normal file
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from . import hr_payroll

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l10n_us_ia_hr_payroll/models/hr_payroll.py Executable file
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from odoo import models, fields, api
class USIAHrContract(models.Model):
_inherit = 'hr.contract'
ia_w4_allowances = fields.Integer(string='Iowa W-4 allowances', default=0)
ia_w4_additional_wh = fields.Float(string="Iowa Additional Withholding", default=0.0)
ia_w4_tax_exempt = fields.Boolean(string="Tax Exempt")

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l10n_us_ia_hr_payroll/tests/__init__.py Executable file
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from . import test_us_ia_payslip

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l10n_us_ia_hr_payroll/tests/test_us_ia_payslip.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 TestUsIAPayslip(TestUsPayslip):
IA_UNEMP_MAX_WAGE = 30600
IA_UNEMP = -1.0 / 100.0
IA_INC_TAX = -0.0535
def test_taxes_weekly(self):
wages = 30000.00
schedule_pay = 'weekly'
allowances = 1
additional_wh = 0.00
employee = self._createEmployee()
contract = self._createContract(employee, wages,
struct_id=self.ref('l10n_us_ia_hr_payroll.hr_payroll_salary_structure_us_ia_employee'),
schedule_pay=schedule_pay)
contract.ia_w4_allowances = allowances
contract.ia_w4_additional_wh = additional_wh
self.assertEqual(contract.schedule_pay, 'weekly')
self._log('2019 Iowa tax first payslip weekly:')
payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
# T1 is the gross taxable wages for the pay period minus the Federal withholding amount. We add the federal
# withholding amount because it is calculated in the base US payroll module as a negative
# t1 = 30000 - (10399.66) = 19600.34
t1_to_test = wages + cats['EE_US_FED_INC_WITHHOLD']
self.assertPayrollEqual(t1_to_test, 19600.34)
# T2 is T1 minus our standard deduction which is a table of flat rates dependent on the number of allowances.
# In our case, we have a weekly period which on the table has a std deduct. of $32.50 for 0 or 1 allowances,
# and 80.00 of 2 or more allowances.
standard_deduction = 32.50 # The allowance tells us what standard_deduction amount to use.
# t2 = 19600.34 - 32.50 = 19567.84
t2_to_test = t1_to_test - standard_deduction
self.assertPayrollEqual(t2_to_test, 19567.84)
# T3 is T2 multiplied by the income rates in the large table plus a flat fee for that bracket.
# 1153.38 is the bracket floor. 8.53 is the rate, and 67.63 is the flat fee.
# t3 = 1638.38
t3_to_test = ((t2_to_test - 1153.38) * (8.53 / 100)) + 67.63
self.assertPayrollEqual(t3_to_test, 1638.38)
# T4 is T3 minus a flat amount determined by pay period * the number of deductions. For 2019, our weekly
# deduction amount per allowance is 0.77
# t4 = 1638.38 - 0.77 = 155.03
t4_to_test = t3_to_test - (0.77 * allowances)
self.assertPayrollEqual(t4_to_test, 1637.61)
# t5 is our T4 plus the additional withholding per period
# t5 = 1637.61 + 0.0
# Convert to negative as well.
t5_to_test = -t4_to_test - additional_wh
self.assertPayrollEqual(t5_to_test, -1637.61)
self.assertPayrollEqual(cats['WAGE_US_IA_UNEMP'], wages)
self.assertPayrollEqual(cats['ER_US_IA_UNEMP'], cats['WAGE_US_IA_UNEMP'] * self.IA_UNEMP)
self.assertPayrollEqual(cats['EE_US_IA_INC_WITHHOLD'], t5_to_test)
# Test additional
additional_wh = 15.00
contract.ia_w4_additional_wh = additional_wh
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['EE_US_IA_INC_WITHHOLD'], t5_to_test - additional_wh)
process_payslip(payslip)
# Make a new payslip, this one will have maximums
remaining_IA_UNEMP_wages = self.IA_UNEMP_MAX_WAGE - wages if (self.IA_UNEMP_MAX_WAGE - 2*wages < wages) \
else wages
self._log('2019 Iowa tax second payslip weekly:')
payslip = self._createPayslip(employee, '2019-02-01', '2019-02-28')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['WAGE_US_IA_UNEMP'], remaining_IA_UNEMP_wages)
self.assertPayrollEqual(cats['ER_US_IA_UNEMP'], remaining_IA_UNEMP_wages * self.IA_UNEMP)
def test_taxes_biweekly(self):
wages = 3000.00
schedule_pay = 'bi-weekly'
allowances = 1
additional_wh = 0.00
employee = self._createEmployee()
contract = self._createContract(employee, wages,
struct_id=self.ref(
'l10n_us_ia_hr_payroll.hr_payroll_salary_structure_us_ia_employee'),
schedule_pay=schedule_pay)
contract.ia_w4_allowances = allowances
contract.ia_w4_additional_wh = additional_wh
self.assertEqual(contract.schedule_pay, 'bi-weekly')
self._log('2019 Iowa tax first payslip bi-weekly:')
payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
# T1 is the gross taxable wages for the pay period minus the Federal withholding amount. We add the federal
# withholding amount because it is calculated in the base US payroll module as a negative
t1_to_test = wages + cats['EE_US_FED_INC_WITHHOLD']
# T2 is T1 minus our standard deduction which is a table of flat rates dependent on the number of allowances.
# In our case, we have a biweekly period which on the table has a std deduct. of $65.00 for 0 or 1 allowances,
# and $160.00 of 2 or more allowances.
standard_deduction = 65.00 # The allowance tells us what standard_deduction amount to use.
t2_to_test = t1_to_test - standard_deduction
# T3 is T2 multiplied by the income rates in the large table plus a flat fee for that bracket.
t3_to_test = ((t2_to_test - 2306.77) * (8.53 / 100)) + 135.28
# T4 is T3 minus a flat amount determined by pay period * the number of deductions. For 2019, our weekly
# deduction amount per allowance is 0.77
t4_to_test = t3_to_test - (1.54 * allowances)
# t5 is our T4 plus the additional withholding per period
t5_to_test = -t4_to_test - additional_wh
self.assertPayrollEqual(cats['WAGE_US_IA_UNEMP'], wages)
self.assertPayrollEqual(cats['ER_US_IA_UNEMP'], cats['WAGE_US_IA_UNEMP'] * self.IA_UNEMP)
self.assertPayrollEqual(cats['EE_US_IA_INC_WITHHOLD'], t5_to_test - additional_wh)
process_payslip(payslip)
def test_taxes_with_external_weekly(self):
wages = 2500.00
schedule_pay = 'weekly'
allowances = 1
additional_wh = 0.00
external_wages = 500.0
employee = self._createEmployee()
contract = self._createContract(employee, wages, external_wages=external_wages,
struct_id=self.ref('l10n_us_ia_hr_payroll.hr_payroll_salary_structure_us_ia_employee'),
schedule_pay=schedule_pay)
contract.ia_w4_additional_wh = additional_wh
contract.ia_w4_allowances = allowances
self._log('2019 Iowa external tax first payslip external weekly:')
payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
# T1 is the gross taxable wages for the pay period minus the Federal withholding amount. We add the federal
# withholding amount because it is calculated in the base US payroll module as a negative
t1_to_test = wages + cats['EE_US_FED_INC_WITHHOLD']
# T2 is T1 minus our standard deduction which is a table of flat rates dependent on the number of allowances.
# In our case, we have a weekly period which on the table has a std deduct. of $32.50 for 0 or 1 allowances,
# and 80.00 of 2 or more allowances.
standard_deduction = 32.50 # The allowance tells us what standard_deduction amount to use.
t2_to_test = t1_to_test - standard_deduction
# T3 is T2 multiplied by the income rates in the large table plus a flat fee for that bracket.
t3_to_test = ((t2_to_test - 1153.38) * (8.53 / 100)) + 67.63
# T4 is T3 minus a flat amount determined by pay period * the number of deductions. For 2019, our weekly
# deduction amount per allowance is 0.77
t4_to_test = t3_to_test - (0.77 * allowances)
# t5 is our T4 plus the additional withholding per period
t5_to_test = -t4_to_test - additional_wh
self.assertPayrollEqual(cats['WAGE_US_IA_UNEMP'], wages)
self.assertPayrollEqual(cats['ER_US_IA_UNEMP'], cats['WAGE_US_IA_UNEMP'] * self.IA_UNEMP)
self.assertPayrollEqual(cats['EE_US_IA_INC_WITHHOLD'], t5_to_test)
process_payslip(payslip)
def test_taxes_with_state_exempt_weekly(self):
salary = 5000.0
external_wages = 10000.0
schedule_pay = 'weekly'
employee = self._createEmployee()
contract = self._createContract(employee,
salary,
external_wages=external_wages,
struct_id=self.ref('l10n_us_ia_hr_payroll.hr_payroll_salary_structure_us_ia_employee'),
futa_type=USHrContract.FUTA_TYPE_BASIC,
schedule_pay=schedule_pay)
contract.ia_w4_tax_exempt = True
self._log('2019 Iowa exempt tax first payslip exempt weekly:')
payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats.get('WAGE_US_IA_UNEMP', 0.0), 0.0)
self.assertPayrollEqual(cats.get('ER_US_IA_UNEMP', 0.0), cats.get('WAGE_US_IA_UNEMP', 0.0) * self.IA_UNEMP)

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l10n_us_ia_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_ia_inherit" model="ir.ui.view">
<field name="name">hr.contract.form.inherit</field>
<field name="model">hr.contract</field>
<field name="priority">119</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="Iowa" name="ia">
<field name="ia_w4_allowances" string="Allowances"/>
<field name="ia_w4_additional_wh" string="Additional Withholding"/>
<field name="ia_w4_tax_exempt" string="Tax Exempt"/>
</group>
</xpath>
</data>
</field>
</record>
</data>
</odoo>