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Update l10n_us_ca_hr_payroll for 2019 Rates and Limits.

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This commit is contained in:
Jared Kipe
2019-01-07 14:40:42 -08:00
parent 832f0d5ca5
commit c537b2f35f
13 changed files with 1567 additions and 778 deletions
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2
l10n_us_ca_hr_payroll/__init__.py
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@@ -1 +1 @@
from . import hr_payroll
from . import models

7
l10n_us_ca_hr_payroll/__manifest__.py
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@@ -4,7 +4,7 @@
'license': 'AGPL-3',
'category': 'Localization',
'depends': ['l10n_us_hr_payroll'],
'version': '11.0.2018.1.0',
'version': '11.0.2019.0.0',
'description': """
USA::California Payroll Rules.
==============================
@@ -22,9 +22,10 @@ USA::California Payroll Rules.
'auto_install': False,
'website': 'https://hibou.io/',
'data': [
'hr_payroll_view.xml',
'views/hr_payroll_views.xml',
'data/base.xml',
'data/rules_2018.xml',
'data/rates.xml',
'data/rules.xml',
'data/final.xml',
],
'installable': True

47
l10n_us_ca_hr_payroll/data/base.xml
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@@ -32,62 +32,43 @@
<field name="partner_id" ref="res_partner_cador_uit"/>
</record>
<!-- These are deprecated in favor of a single grouped register for CA DE88 -->
<!-- They are left here in case their details or structure is needed later. -->
<!--<record id="contrib_register_cador_withhold" model="hr.contribution.register">-->
<!--<field name="name">California Income Tax Withholding</field>-->
<!--<field name="note">California Department of Taxation - Income Tax Withholding</field>-->
<!--<field name="partner_id" ref="res_partner_cador_withhold"/>-->
<!--</record>-->
<!--<record id="contrib_register_cador_ett" model="hr.contribution.register">-->
<!--<field name="name">Employment Training Tax</field>-->
<!--<field name="note">California Department of Taxation - Employment Training Tax</field>-->
<!--<field name="partner_id" ref="res_partner_cador_ett"/>-->
<!--</record>-->
<!--<record id="contrib_register_cador_sdi" model="hr.contribution.register">-->
<!--<field name="name">State Disability Insurance</field>-->
<!--<field name="note">California Department of Taxation - State Disability Insurance</field>-->
<!--<field name="partner_id" ref="res_partner_cador_sdi"/>-->
<!--</record>-->
<!-- HR SALARY RULE CATEGORIES-->
<record id="hr_payroll_ca_uit_wages" model="hr.salary.rule.category">
<field name="name">California Unemployment Insurance Tax - Wages</field>
<field name="code">CA_UIT_WAGES</field>
<field name="name">Wage: US-CA Unemployment Insurance</field>
<field name="code">WAGE_US_CA_UNEMP</field>
</record>
<record id="hr_payroll_ca_uit" model="hr.salary.rule.category">
<field name="name">California Unemployment Insurance Tax</field>
<field name="code">CA_UIT</field>
<field name="name">ER: US-CA Unemployment Insurance</field>
<field name="code">ER_US_CA_UNEMP</field>
<field name="parent_id" ref="hr_payroll.COMP"/>
</record>
<record id="hr_payroll_ca_ett_wages" model="hr.salary.rule.category">
<field name="name">California Employee Training Tax - Wages</field>
<field name="code">CA_ETT_WAGES</field>
<field name="name">Wage: US-CA Employee Training Tax</field>
<field name="code">WAGE_US_CA_ETT</field>
</record>
<record id="hr_payroll_ca_ett" model="hr.salary.rule.category">
<field name="name">California Employee Training Tax</field>
<field name="code">CA_ETT</field>
<field name="name">ER: US-CA Employee Training Tax</field>
<field name="code">ER_US_CA_ETT</field>
<field name="parent_id" ref="hr_payroll.COMP"/>
</record>
<record id="hr_payroll_ca_sdi_wages" model="hr.salary.rule.category">
<field name="name">California State Disability Insurance - Wages</field>
<field name="code">CA_SDI_WAGES</field>
<field name="name">Wage: US-CA State Disability Insurance</field>
<field name="code">WAGE_US_CA_SDI</field>
</record>
<record id="hr_payroll_ca_sdi" model="hr.salary.rule.category">
<field name="name">California State Disability Insurance</field>
<field name="code">CA_SDI</field>
<field name="name">EE: US-CA State Disability Insurance</field>
<field name="code">EE_US_CA_SDI</field>
<field name="parent_id" ref="hr_payroll.DED"/>
</record>
<record id="hr_payroll_ca_income_withhold" model="hr.salary.rule.category">
<field name="name">California Income Withholding</field>
<field name="code">CA_WITHHOLD</field>
<field name="name">EE: US-CA Income Withholding</field>
<field name="code">EE_US_CA_INC_WITHHOLD</field>
<field name="parent_id" ref="hr_payroll.DED"/>
</record>
</data>

46
l10n_us_ca_hr_payroll/data/rates.xml Executable file
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@@ -0,0 +1,46 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="hr_payroll_rates_ca_unemp_2018" model="hr.payroll.rate">
<field name="name">US California Unemployment</field>
<field name="code">US_CA_UNEMP</field>
<field name="rate">2.6</field>
<field name="date_from">2018-01-01</field>
<field name="wage_limit_year" eval="7000"/>
</record>
<record id="hr_payroll_rates_ca_ett_2018" model="hr.payroll.rate">
<field name="name">US California Employment Training Tax</field>
<field name="code">US_CA_ETT</field>
<field name="rate">0.1</field>
<field name="date_from">2018-01-01</field>
<field name="wage_limit_year" eval="7000"/>
</record>
<record id="hr_payroll_rates_ca_sdi_2018" model="hr.payroll.rate">
<field name="name">US California State Disability Insurance</field>
<field name="code">US_CA_SDI</field>
<field name="rate">1.0</field>
<field name="date_from">2018-01-01</field>
<field name="wage_limit_year" eval="114967.0"/>
</record>
<record id="hr_payroll_rates_ca_unemp_2019" model="hr.payroll.rate">
<field name="name">US California Unemployment</field>
<field name="code">US_CA_UNEMP</field>
<field name="rate">3.4</field>
<field name="date_from">2019-01-01</field>
<field name="wage_limit_year" eval="7000"/>
</record>
<record id="hr_payroll_rates_ca_ett_2019" model="hr.payroll.rate">
<field name="name">US California Employment Training Tax</field>
<field name="code">US_CA_ETT</field>
<field name="rate">0.1</field>
<field name="date_from">2019-01-01</field>
<field name="wage_limit_year" eval="7000"/>
</record>
<record id="hr_payroll_rates_ca_sdi_2019" model="hr.payroll.rate">
<field name="name">US California State Disability Insurance</field>
<field name="code">US_CA_SDI</field>
<field name="rate">1.0</field>
<field name="date_from">2019-01-01</field>
<field name="wage_limit_year" eval="18371.0"/>
</record>
</odoo>

1005
l10n_us_ca_hr_payroll/data/rules.xml Executable file
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576
l10n_us_ca_hr_payroll/data/rules_2018.xml
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@@ -1,576 +0,0 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<!-- HR SALARY RULES-->
<!-- UIT -->
<record id="hr_payroll_rules_ca_uit_wages_2018" model="hr.salary.rule">
<field name="sequence" eval="423"/>
<field name="category_id" ref="hr_payroll_ca_uit_wages"/>
<field name="name">California Unemployment Insurance Tax - Wages (2018)</field>
<field name="code">CA_UIT_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('CA_UIT_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.BASIC:
result = remaining
else:
result = categories.BASIC
</field>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_ca_uit_2018" model="hr.salary.rule">
<field name="sequence" eval="443"/>
<field name="category_id" ref="hr_payroll_ca_uit"/>
<field name="name">California Unemployment Insurance Tax(2018)</field>
<field name="code">CA_UIT_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.ca_uit_rate(2018)
result = categories.CA_UIT_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_cador_uit"/>
<field name="appears_on_payslip" eval="False"/>
</record>
<!-- ETT -->
<record id="hr_payroll_rules_ca_ett_wages_2018" model="hr.salary.rule">
<field name="sequence" eval="423"/>
<field name="category_id" ref="hr_payroll_ca_ett_wages"/>
<field name="name">California Employment Training Tax - Wages (2018)</field>
<field name="code">CA_ETT_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('CA_ETT_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.BASIC:
result = remaining
else:
result = categories.BASIC
</field>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rules_ca_ett_2018" model="hr.salary.rule">
<field name="sequence" eval="443"/>
<field name="category_id" ref="hr_payroll_ca_ett"/>
<field name="name">California Employee Training Tax(2018)</field>
<field name="code">CA_ETT_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.ca_ett_rate(2018)
result = categories.CA_ETT_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_cador_uit"/>
<field name="appears_on_payslip" eval="False"/>
</record>
<!-- SDI -->
<record id="hr_payroll_rules_ca_sdi_wages_2018" model="hr.salary.rule">
<field name="sequence" eval="190"/>
<field name="category_id" ref="hr_payroll_ca_sdi_wages"/>
<field name="name">California State Disability Insurance Tax - Wages (2018)</field>
<field name="code">CA_SDI_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('CA_SDI_WAGES_2018', '2018-01-01', '2019-01-01')
ytd += contract.external_wages
remaining = 114967.0 - 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_ca_sdi_2018" model="hr.salary.rule">
<field name="sequence" eval="195"/>
<field name="category_id" ref="hr_payroll_ca_sdi"/>
<field name="name">California State Disability Insurance(2018)</field>
<field name="code">CA_SDI_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.ca_sdi_rate(2018)
result = categories.CA_SDI_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_cador_uit"/>
<field name="appears_on_payslip" eval="False"/>
</record>
<!-- STATE INCOME WITHHOLDING -->
<record id="hr_payroll_rules_ca_inc_withhold_2018" model="hr.salary.rule">
<field name="sequence" eval="145"/>
<field name="category_id" ref="hr_payroll_ca_income_withhold"/>
<field name="name">California Income Withholding</field>
<field name="code">CA_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.ca_de4_allowances
additional_allowances = contract.ca_additional_allowances
schedule_pay = contract.schedule_pay
filing_status = contract.ca_de4_filing_status
low_income = False
# Tables are found in http://www.edd.ca.gov/pdf_pub_ctr/18methb.pdf
# First check low income exemption table (Step 1)
low_income_exemption_table = {
'weekly': (270, 270, 540, 540),
'bi-weekly': (540, 540, 1081, 1081),
'semi-monthly': (585, 585, 1171, 1171),
'monthly': (1171, 1171, 2341, 2341),
'quarterly': (3512, 3512, 7024, 7024),
'semi-annual': (7024, 7024, 14048, 14048),
'annually': (14048, 14048, 28095, 28095),
}
if filing_status == 'head_household':
_, _, _, income = low_income_exemption_table[schedule_pay]
if wages &lt;= income:
result = 0
low_income = True
elif filing_status == 'married':
if allowances &gt;= 2:
_, _, income, _ = low_income_exemption_table[schedule_pay]
if wages &lt;= income:
result = 0
low_income = True
else:
_, income, _, _ = low_income_exemption_table[schedule_pay]
if wages &lt;= income:
result = 0
low_income = True
else:
income, _, _, _ = low_income_exemption_table[schedule_pay]
if wages &lt;= income:
result = 0
low_income = True
if not low_income:
# Estimated deduction table (Step 2)
estimated_deduction_table = {
'weekly': (19, 38, 58, 77, 96, 115, 135, 154, 173, 192),
'bi-weekly': (38, 77, 115, 154, 192, 231, 269, 308, 346, 385),
'semi-monthly': (42, 83, 125, 167, 208, 250, 292, 333, 375, 417),
'monthly': (83, 167, 250, 333, 417, 500, 583, 667, 750, 833),
'quarterly': (250, 500, 750, 1000, 1250, 1500, 1750, 2000, 2250, 2500),
'semi-annual': (500, 1000, 1500, 2000, 2500, 3000, 3500, 4000, 4500, 5000),
'annually': (1000, 2000, 3000, 4000, 5000, 6000, 7000, 8000, 9000, 10000),
}
allowance_index = additional_allowances - 1
if additional_allowances > 10:
deduction = (estimated_deduction_table[schedule_pay][0]) * additional_allowances
wages -= deduction
elif additional_allowances > 0:
deduction = estimated_deduction_table[schedule_pay][allowance_index]
wages -= deduction
# Standard deduction table (Step 3)
standard_deduction_table = {
'weekly': (81, 81, 163, 163),
'bi-weekly': (163, 163, 326, 326),
'semi-monthly': (177, 177, 353, 353),
'monthly': (353, 353, 706, 706),
'quarterly': (1059, 1059, 2118, 2118),
'semi-annual': (2118, 2118, 4236, 4236),
'annually': (4236, 4236, 8472, 8472),
}
if filing_status == 'head_household':
_, _, _, deduction = standard_deduction_table[schedule_pay]
wages -= deduction
elif filing_status == 'married':
if allowances &gt;= 2:
_, _, deduction, _ = standard_deduction_table[schedule_pay]
wages -= deduction
else:
_, deduction, _, _ = standard_deduction_table[schedule_pay]
wages -= deduction
else:
deduction, _, _, _ = standard_deduction_table[schedule_pay]
wages -= deduction
# Tax Rate Tables (Step 4)
#### WEEKLY ####
if schedule_pay == 'weekly':
if filing_status == 'head_household' and wages > 0:
tax_rate_table = [
(316, 0.011, 0.0),
(750, 0.022, 3.48),
(967, 0.044, 13.03),
(1196, 0.066, 22.58),
(1413, 0.088, 37.69),
(7212, 0.1023, 56.79),
(8654, 0.1133, 650.03),
(14423, 0.1243, 813.41),
(19231, 0.1353, 1530.50),
(float('inf'), 0.1463, 2181.02),
]
elif filing_status == 'married':
tax_rate_table = [
(316, 0.011, 0.0),
(750, 0.022, 3.48),
(1184, 0.044, 13.03),
(1642, 0.066, 32.13),
(2076, 0.088, 62.36),
(10606, 0.1023, 100.55),
(12726, 0.1133, 973.17),
(19231, 0.1243, 1213.37),
(21210, 0.1353, 2021.94),
(float('inf'), 0.1463, 2289.70),
]
else:
tax_rate_table = [
(158, 0.011, 0.0),
(375, 0.022, 1.74),
(592, 0.044, 6.51),
(821, 0.066, 16.06),
(1038, 0.088, 31.17),
(5303, 0.1023, 50.27),
(6363, 0.1133, 486.58),
(10605, 0.1243, 606.68),
(19231, 0.1353, 1133.96),
(float('inf'), 0.1463, 2301.06),
]
#### BI-WEEKLY ####
elif schedule_pay == 'bi-weekly':
if filing_status == 'head_household':
tax_rate_table = [
(632, 0.011, 0.0),
(1500, 0.022, 6.95),
(1934, 0.044, 26.05),
(2392, 0.066, 45.15),
(2826, 0.088, 75.38),
(14424, 0.1023, 113.57),
(17308, 0.1133, 1300.05),
(28846, 0.1243, 1626.81),
(38462, 0.1353, 3060.98),
(float('inf'), 0.1463, 4362.02),
]
elif filing_status == 'married':
tax_rate_table = [
(632, 0.011, 0.0),
(1500, 0.022, 6.95),
(2368, 0.044, 26.05),
(3284, 0.066, 64.24),
(4152, 0.088, 124.70),
(21212, 0.1023, 201.08),
(25452, 0.1133, 1946.32),
(38462, 0.1243, 2426.71),
(42420, 0.1353, 4043.85),
(float('inf'), 0.1463, 4579.37),
]
else:
tax_rate_table = [
(316, 0.011, 0.0),
(750, 0.022, 3.48),
(1184, 0.044, 13.03),
(1642, 0.066, 32.13),
(2076, 0.088, 62.36),
(10606, 0.1023, 100.55),
(12726, 0.1133, 973.17),
(21210, 0.1243, 1213.37),
(38462, 0.1353, 2267.93),
(float('inf'), 0.1463, 4602.13),
]
#### SEMI-MONTHLY ####
elif schedule_pay == 'semi-monthly':
if filing_status == 'head_household':
tax_rate_table = [
(686, 0.011, 0.0),
(1625, 0.022, 7.55),
(2094, 0.044, 28.21),
(2592, 0.066, 48.85),
(3062, 0.088, 81.72),
(15625, 0.1023, 123.08),
(18750, 0.1133, 1408.27),
(31250, 0.1243, 1762.33),
(41667, 0.1353, 3316.08),
(float('inf'), 0.1463, 4725.50),
]
elif filing_status == 'married':
tax_rate_table = [
(686, 0.011, 0.0),
(1624, 0.022, 7.55),
(2564, 0.044, 28.19),
(3560, 0.066, 69.55),
(4498, 0.088, 135.29),
(22978, 0.1023, 217.83),
(27574, 0.1133, 2108.33),
(41667, 0.1243, 2629.06),
(45956, 0.1353, 4380.82),
(float('inf'), 0.1463, 4961.12),
]
else:
tax_rate_table = [
(343, 0.011, 0.0),
(812, 0.022, 3.77),
(1282, 0.044, 14.09),
(1780, 0.066, 34.77),
(2249, 0.088, 67.64),
(11489, 0.1023, 108.91),
(13787, 0.1133, 1054.16),
(22978, 0.1243, 1314.52),
(41667, 0.1353, 2456.96),
(float('inf'), 0.1463, 4985.58),
]
#### MONTHLY ####
elif schedule_pay == 'monthly':
if filing_status == 'head_household':
tax_rate_table = [
(1372, 0.011, 0.0),
(3250, 0.022, 15.09),
(4188, 0.044, 56.41),
(5184, 0.066, 97.68),
(6124, 0.088, 163.42),
(31250, 0.1023, 246.148),
(37500, 0.1133, 2816.53),
(62500, 0.1243, 3524.66),
(83334, 0.1353, 6632.16),
(float('inf'), 0.1463, 9451.00),
]
elif filing_status == 'married':
tax_rate_table = [
(1372, 0.011, 0.0),
(3248, 0.022, 15.09),
(5128, 0.044, 56.36),
(7120, 0.066, 139.08),
(8996, 0.088, 270.55),
(45956, 0.1023, 435.64),
(55148, 0.1133, 4216.65),
(83334, 0.1243, 5258.10),
(91912, 0.1353, 8761.62),
(float('inf'), 0.1463, 9922.22),
]
else:
tax_rate_table = [
(686, 0.011, 0.0),
(1624, 0.022, 7.55),
(2564, 0.044, 28.19),
(3560, 0.066, 69.55),
(4498, 0.088, 135.29),
(22978, 0.1023, 217.83),
(27574, 0.1133, 2108.33),
(45956, 0.1243, 2629.06),
(83334, 0.1353, 4913.94),
(float('inf'), 0.1463, 9971.18),
]
#### QUARTERLY ####
elif schedule_pay == 'quarterly':
if filing_status == 'head_household':
tax_rate_table = [
(4114, 0.011, 0.0),
(9748, 0.022, 45.25),
(12566, 0.044, 169.20),
(15552, 0.066, 293.19),
(18369, 0.088, 490.27),
(93751, 0.1023, 738.17),
(112501, 0.1133, 8449.75),
(187501, 0.1243, 10574.13),
(250000, 0.1353, 19896.63),
(float('inf'), 0.1463, 28352.74),
]
elif filing_status == 'married':
tax_rate_table = [
(4112, 0.011, 0.0),
(9748, 0.022, 45.23),
(15384, 0.044, 169.22),
(21356, 0.066, 417.20),
(26990, 0.088, 811.35),
(137870, 0.1023, 1307.14),
(165442, 0.1133, 12650.16),
(250000, 0.1243, 15774.07),
(275736, 0.1353, 26284.63),
(float('inf'), 0.1463, 29766.71),
]
else:
tax_rate_table = [
(2056, 0.011, 0.0),
(4874, 0.022, 22.62),
(7692, 0.044, 84.62),
(10678, 0.066, 208.61),
(13495, 0.088, 405.69),
(68935, 0.1023, 653.59),
(82721, 0.1133, 6325.10),
(137868, 0.1243, 7887.05),
(250000, 0.1353, 14741.82),
(float('inf'), 0.1463, 29913.28),
]
#### SEMI-ANNUAL ####
elif schedule_pay == 'semi-annual':
if filing_status == 'head_household':
tax_rate_table = [
(8228, 0.011, 0.0),
(19496, 0.022, 90.51),
(25132, 0.044, 338.41),
(31104, 0.066, 586.39),
(36738, 0.088, 980.54),
(187502, 0.1023, 1476.33),
(225002, 0.1133, 16899.49),
(375002, 0.1243, 21148.24),
(500000, 0.1353, 39793.24),
(float('inf'), 0.1463, 56705.47),
]
elif filing_status == 'married':
tax_rate_table = [
(8224, 0.011, 0.0),
(19496, 0.022, 90.46),
(30768, 0.044, 338.44),
(42712, 0.066, 834.41),
(53980, 0.088, 1622.71),
(275740, 0.1023, 2614.29),
(330884, 0.1133, 25300.34),
(500000, 0.1243, 31548.16),
(551472, 0.1353, 52569.28),
(float('inf'), 0.1463, 59533.44),
]
else:
tax_rate_table = [
(4112, 0.011, 0.0),
(9748, 0.022, 45.23),
(15384, 0.044, 169.22),
(21356, 0.066, 417.20),
(26990, 0.088, 811.35),
(137870, 0.1023, 1307.14),
(165442, 0.1133, 12650.16),
(275736, 0.1243, 15774.07),
(500000, 0.1353, 29483.61),
(float('inf'), 0.1463, 59826.53),
]
#### ANNUAL ####
elif schedule_pay == 'annually':
if filing_status == 'head_household':
tax_rate_table = [
(16457, 0.011, 0.0),
(38991, 0.022, 181.03),
(50264, 0.044, 676.78),
(62206, 0.066, 1172.79),
(73477, 0.088, 1960.96),
(375002, 0.1023, 2952.81),
(450003, 0.1133, 33798.82),
(750003, 0.1243, 42296.43),
(1000000, 0.1353, 79586.43),
(float('inf'), 0.1463, 113411.02),
]
elif filing_status == 'married':
tax_rate_table = [
(16446, 0.011, 0.0),
(38990, 0.022, 180.91),
(61538, 0.044, 676.88),
(85422, 0.066, 1668.99),
(107960, 0.088, 3245.33),
(551476, 0.1023, 5228.67),
(661768, 0.1133, 50600.36),
(1000000, 0.1243, 63096.44),
(1102946, 0.1353, 105138.68),
(float('inf'), 0.1463, 119067.26),
]
else:
tax_rate_table = [
(8223, 0.011, 0.0),
(19495, 0.022, 90.45),
(30769, 0.044, 338.43),
(42711, 0.066, 834.49),
(53980, 0.088, 1622.66),
(275738, 0.1023, 2614.33),
(330884, 0.1133, 25300.17),
(551473, 0.1243, 31548.21),
(1000000, 0.1353, 58967.42),
(float('inf'), 0.1463, 119653.12),
]
over = 0.0
tax = 0.0
for row in tax_rate_table:
if wages &lt;= row[0]:
tax = ((wages - over) * row[1]) + row[2]
break
over = row[0]
# Exemption allowance table (Step 5)
exemption_allowance_table = {
'weekly': (2.41, 4.82, 7.23, 9.65, 12.06, 14.47, 16.88, 19.29, 21.70, 24.12),
'bi-weekly': (4.82, 9.65, 14.47, 19.29, 24.12, 28.94, 33.76, 38.58, 43.41, 48.23),
'semi-monthly': (5.23, 10.45, 15.68, 20.90, 26.13, 31.35, 36.58, 41.80, 47.03, 52.25),
'monthly': (10.45, 20.90, 31.35, 41.80, 52.25, 62.70, 73.15, 83.60, 94.05, 104.50),
'quarterly': (31.35, 62.70, 94.05, 125.40, 156.75, 188.10, 219.45, 250.80, 282.15, 313.50),
'semi-annual': (62.70, 125.40, 188.10, 250.80, 313.50, 376.20, 438.90, 501.60, 564.30, 627.00),
'annually': (125.40, 250.80, 376.20, 501.60, 627.00, 752.40, 877.80, 1003.20, 1128.60, 1254.00),
}
allowance_index = allowances - 1
if allowances > 10:
deduction = (exemption_allowance_table[schedule_pay][0]) * allowances
tax -= deduction
elif allowances > 0:
deduction = exemption_allowance_table[schedule_pay][allowance_index]
tax -= deduction
result = -tax
</field>
<field name="register_id" ref="contrib_register_cador_uit"/>
</record>
</data>
</odoo>

56
l10n_us_ca_hr_payroll/hr_payroll.py
View File

@@ -1,56 +0,0 @@
from odoo import models, fields, api
class USCAHrContract(models.Model):
_inherit = 'hr.contract'
ca_de4_allowances = fields.Integer(string="California CA-4 Allowances",
default=0,
help="Estimated Deductions claimed on DE-4")
ca_additional_allowances = fields.Integer(string="Additional Allowances", default=0)
ca_de4_filing_status = fields.Selection([
('exempt', 'Exempt'),
('single', 'Single'),
('married', 'Married'),
('head_household', 'Head of Household')
], string='CA Filing Status', default='single')
@api.multi
def ca_uit_rate(self, year):
self.ensure_one()
if self.futa_type == self.FUTA_TYPE_BASIC:
return 0.0
if hasattr(self.employee_id.company_id, 'ca_uit_rate_' + str(year)):
return self.employee_id.company_id['ca_uit_rate_' + str(year)]
raise NotImplemented('Year (' + str(year) + ') Not implemented for US California.')
def ca_ett_rate(self, year):
self.ensure_one()
if self.futa_type == self.FUTA_TYPE_BASIC:
return 0.0
if hasattr(self.employee_id.company_id, 'ca_ett_rate_' + str(year)):
return self.employee_id.company_id['ca_ett_rate_' + str(year)]
raise NotImplemented('Year (' + str(year) + ') Not implemented for US California.')
def ca_sdi_rate(self, year):
self.ensure_one()
if self.futa_type == self.FUTA_TYPE_BASIC:
return 0.0
if hasattr(self.employee_id.company_id, 'ca_sdi_rate_' + str(year)):
return self.employee_id.company_id['ca_sdi_rate_' + str(year)]
raise NotImplemented('Year (' + str(year) + ') Not implemented for US California.')
class CACompany(models.Model):
_inherit = 'res.company'
# UIT can be calculated using http://www.edd.ca.gov/pdf_pub_ctr/de44.pdf ETT is default.
ca_uit_rate_2018 = fields.Float(string="California Unemployment Insurance Tax Rate 2018", default=2.6)
ca_ett_rate_2018 = fields.Float(string="California Employment Training Tax Rate 2018", default=0.1)
ca_sdi_rate_2018 = fields.Float(string="California State Disability Insurance Rate 2018", default=1.0)

1
l10n_us_ca_hr_payroll/models/__init__.py Normal file
View File

@@ -0,0 +1 @@
from . import hr_payroll

16
l10n_us_ca_hr_payroll/models/hr_payroll.py Executable file
View File

@@ -0,0 +1,16 @@
from odoo import models, fields, api
class USCAHrContract(models.Model):
_inherit = 'hr.contract'
ca_de4_allowances = fields.Integer(string="California CA-4 Allowances",
default=0,
help="Estimated Deductions claimed on DE-4")
ca_additional_allowances = fields.Integer(string="Additional Allowances", default=0)
ca_de4_filing_status = fields.Selection([
('exempt', 'Exempt'),
('single', 'Single'),
('married', 'Married'),
('head_household', 'Head of Household')
], string='CA Filing Status', default='single')

3
l10n_us_ca_hr_payroll/tests/__init__.py
View File

@@ -1 +1,2 @@
from . import test_us_ca_payslip_2018
from . import test_us_ca_payslip_2018
from . import test_us_ca_payslip_2019

148
l10n_us_ca_hr_payroll/tests/test_us_ca_payslip_2018.py
View File

@@ -1,5 +1,4 @@
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 TestUsCAPayslip(TestUsPayslip):
@@ -10,6 +9,10 @@ class TestUsCAPayslip(TestUsPayslip):
CA_UIT_MAX_WAGE = 7000
CA_SDI_MAX_WAGE = 114967
CA_UIT = -2.6 / 100.0
CA_ETT = -0.1 / 100.0
CA_SDI = -1.0 / 100.0
# Examples from http://www.edd.ca.gov/pdf_pub_ctr/18methb.pdf
def test_example_a(self):
salary = 210
@@ -32,11 +35,6 @@ class TestUsCAPayslip(TestUsPayslip):
self.assertEqual(contract.schedule_pay, 'weekly')
# tax rates
ca_uit = contract.ca_uit_rate(2018) / -100.0
ca_ett = contract.ca_ett_rate(2018) / -100.0
ca_sdi = contract.ca_sdi_rate(2018) / -100.0
self._log('2017 California tax last payslip:')
payslip = self._createPayslip(employee, '2017-12-01', '2017-12-31')
payslip.compute_sheet()
@@ -49,13 +47,13 @@ class TestUsCAPayslip(TestUsPayslip):
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['CA_UIT_WAGES'], salary)
self.assertPayrollEqual(cats['CA_UIT'], cats['CA_UIT_WAGES'] * ca_uit)
self.assertPayrollEqual(cats['CA_ETT_WAGES'], salary)
self.assertPayrollEqual(cats['CA_ETT'], cats['CA_ETT_WAGES'] * ca_ett)
self.assertPayrollEqual(cats['CA_SDI_WAGES'], salary)
self.assertPayrollEqual(cats['CA_SDI'], cats['CA_SDI_WAGES'] * ca_sdi)
self.assertPayrollEqual(cats['CA_WITHHOLD'], wh)
self.assertPayrollEqual(cats['WAGE_US_CA_UNEMP'], salary)
self.assertPayrollEqual(cats['ER_US_CA_UNEMP'], cats['WAGE_US_CA_UNEMP'] * self.CA_UIT)
self.assertPayrollEqual(cats['WAGE_US_CA_ETT'], salary)
self.assertPayrollEqual(cats['ER_US_CA_ETT'], cats['WAGE_US_CA_ETT'] * self.CA_ETT)
self.assertPayrollEqual(cats['WAGE_US_CA_SDI'], salary)
self.assertPayrollEqual(cats['EE_US_CA_SDI'], cats['WAGE_US_CA_SDI'] * self.CA_SDI)
self.assertPayrollEqual(cats['EE_US_CA_INC_WITHHOLD'], wh)
process_payslip(payslip)
@@ -71,8 +69,8 @@ class TestUsCAPayslip(TestUsPayslip):
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['CA_UIT_WAGES'], remaining_ca_uit_wages)
self.assertPayrollEqual(cats['CA_UIT'], remaining_ca_uit_wages * ca_uit)
self.assertPayrollEqual(cats['WAGE_US_CA_UNEMP'], remaining_ca_uit_wages)
self.assertPayrollEqual(cats['ER_US_CA_UNEMP'], remaining_ca_uit_wages * self.CA_UIT)
def test_example_b(self):
salary = 1250
@@ -81,16 +79,8 @@ class TestUsCAPayslip(TestUsPayslip):
additional_allowances = 1
wh = -2.89
# tax rates
ca_uit = 2.6
ca_ett = 0.1
ca_sdi = 1.0
employee = self._createEmployee()
employee.company_id.ca_uit_rate_2018 = ca_uit
employee.company_id.ca_ett_rate_2018 = ca_ett
employee.company_id.ca_sdi_rate_2018 = ca_sdi
contract = self._createContract(employee,
salary,
struct_id=self.ref(
@@ -117,13 +107,13 @@ class TestUsCAPayslip(TestUsPayslip):
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['CA_UIT_WAGES'], salary)
self.assertPayrollEqual(cats['CA_UIT'], round((cats['CA_UIT_WAGES'] * ca_uit)/-100, 2))
self.assertPayrollEqual(cats['CA_ETT_WAGES'], salary)
self.assertPayrollEqual(cats['CA_ETT'], round((cats['CA_ETT_WAGES'] * ca_ett)/-100, 2))
self.assertPayrollEqual(cats['CA_SDI_WAGES'], salary)
self.assertPayrollEqual(cats['CA_SDI'], round((cats['CA_SDI_WAGES'] * ca_sdi)/-100, 2))
self.assertPayrollEqual(cats['CA_WITHHOLD'], wh)
self.assertPayrollEqual(cats['WAGE_US_CA_UNEMP'], salary)
self.assertPayrollEqual(cats['ER_US_CA_UNEMP'], round((cats['WAGE_US_CA_UNEMP'] * self.CA_UIT), 2))
self.assertPayrollEqual(cats['WAGE_US_CA_ETT'], salary)
self.assertPayrollEqual(cats['ER_US_CA_ETT'], round((cats['WAGE_US_CA_ETT'] * self.CA_ETT), 2))
self.assertPayrollEqual(cats['WAGE_US_CA_SDI'], salary)
self.assertPayrollEqual(cats['EE_US_CA_SDI'], round((cats['WAGE_US_CA_SDI'] * self.CA_SDI), 2))
self.assertPayrollEqual(cats['EE_US_CA_INC_WITHHOLD'], wh)
process_payslip(payslip)
@@ -139,8 +129,8 @@ class TestUsCAPayslip(TestUsPayslip):
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['CA_UIT_WAGES'], remaining_ca_uit_wages)
self.assertPayrollEqual(cats['CA_UIT'], round((remaining_ca_uit_wages * ca_uit)/-100, 2))
self.assertPayrollEqual(cats['WAGE_US_CA_UNEMP'], remaining_ca_uit_wages)
self.assertPayrollEqual(cats['ER_US_CA_UNEMP'], round((remaining_ca_uit_wages * self.CA_UIT), 2))
def test_example_c(self):
salary = 3800
@@ -149,16 +139,8 @@ class TestUsCAPayslip(TestUsPayslip):
additional_allowances = 0.72
wh = -0.72
# tax rates
ca_uit = 2.6
ca_ett = 0.1
ca_sdi = 1.0
employee = self._createEmployee()
employee.company_id.ca_uit_rate_2018 = ca_uit
employee.company_id.ca_ett_rate_2018 = ca_ett
employee.company_id.ca_sdi_rate_2018 = ca_sdi
contract = self._createContract(employee,
salary,
struct_id=self.ref(
@@ -185,13 +167,13 @@ class TestUsCAPayslip(TestUsPayslip):
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['CA_UIT_WAGES'], salary)
self.assertPayrollEqual(cats['CA_UIT'], round((cats['CA_UIT_WAGES'] * ca_uit)/-100, 2))
self.assertPayrollEqual(cats['CA_ETT_WAGES'], salary)
self.assertPayrollEqual(cats['CA_ETT'], round((cats['CA_ETT_WAGES'] * ca_ett)/-100, 2))
self.assertPayrollEqual(cats['CA_SDI_WAGES'], salary)
self.assertPayrollEqual(cats['CA_SDI'], round((cats['CA_SDI_WAGES'] * ca_sdi)/-100, 2))
self.assertPayrollEqual(cats['CA_WITHHOLD'], wh)
self.assertPayrollEqual(cats['WAGE_US_CA_UNEMP'], salary)
self.assertPayrollEqual(cats['ER_US_CA_UNEMP'], round((cats['WAGE_US_CA_UNEMP'] * self.CA_UIT), 2))
self.assertPayrollEqual(cats['WAGE_US_CA_ETT'], salary)
self.assertPayrollEqual(cats['ER_US_CA_ETT'], round((cats['WAGE_US_CA_ETT'] * self.CA_ETT), 2))
self.assertPayrollEqual(cats['WAGE_US_CA_SDI'], salary)
self.assertPayrollEqual(cats['EE_US_CA_SDI'], round((cats['WAGE_US_CA_SDI'] * self.CA_SDI), 2))
self.assertPayrollEqual(cats['EE_US_CA_INC_WITHHOLD'], wh)
process_payslip(payslip)
@@ -207,8 +189,8 @@ class TestUsCAPayslip(TestUsPayslip):
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['CA_UIT_WAGES'], remaining_ca_uit_wages)
self.assertPayrollEqual(cats['CA_UIT'], round((remaining_ca_uit_wages * ca_uit)/-100, 2))
self.assertPayrollEqual(cats['WAGE_US_CA_UNEMP'], remaining_ca_uit_wages)
self.assertPayrollEqual(cats['ER_US_CA_UNEMP'], round((remaining_ca_uit_wages * self.CA_UIT), 2))
def test_example_d(self):
salary = 800
@@ -217,16 +199,8 @@ class TestUsCAPayslip(TestUsPayslip):
additional_allowances = 0
wh = -3.31
# tax rates
ca_uit = 2.6
ca_ett = 0.1
ca_sdi = 1.0
employee = self._createEmployee()
employee.company_id.ca_uit_rate_2018 = ca_uit
employee.company_id.ca_ett_rate_2018 = ca_ett
employee.company_id.ca_sdi_rate_2018 = ca_sdi
contract = self._createContract(employee,
salary,
struct_id=self.ref(
@@ -253,13 +227,13 @@ class TestUsCAPayslip(TestUsPayslip):
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['CA_UIT_WAGES'], salary)
self.assertPayrollEqual(cats['CA_UIT'], round((cats['CA_UIT_WAGES'] * ca_uit)/-100, 2))
self.assertPayrollEqual(cats['CA_ETT_WAGES'], salary)
self.assertPayrollEqual(cats['CA_ETT'], round((cats['CA_ETT_WAGES'] * ca_ett)/-100, 2))
self.assertPayrollEqual(cats['CA_SDI_WAGES'], salary)
self.assertPayrollEqual(cats['CA_SDI'], round((cats['CA_SDI_WAGES'] * ca_sdi)/-100, 2))
self.assertPayrollEqual(cats['CA_WITHHOLD'], wh)
self.assertPayrollEqual(cats['WAGE_US_CA_UNEMP'], salary)
self.assertPayrollEqual(cats['ER_US_CA_UNEMP'], round((cats['WAGE_US_CA_UNEMP'] * self.CA_UIT), 2))
self.assertPayrollEqual(cats['WAGE_US_CA_ETT'], salary)
self.assertPayrollEqual(cats['ER_US_CA_ETT'], round((cats['WAGE_US_CA_ETT'] * self.CA_ETT), 2))
self.assertPayrollEqual(cats['WAGE_US_CA_SDI'], salary)
self.assertPayrollEqual(cats['EE_US_CA_SDI'], round((cats['WAGE_US_CA_SDI'] * self.CA_SDI), 2))
self.assertPayrollEqual(cats['EE_US_CA_INC_WITHHOLD'], wh)
process_payslip(payslip)
@@ -275,8 +249,8 @@ class TestUsCAPayslip(TestUsPayslip):
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['CA_UIT_WAGES'], remaining_ca_uit_wages)
self.assertPayrollEqual(cats['CA_UIT'], round((remaining_ca_uit_wages * ca_uit)/-100, 2))
self.assertPayrollEqual(cats['WAGE_US_CA_UNEMP'], remaining_ca_uit_wages)
self.assertPayrollEqual(cats['ER_US_CA_UNEMP'], round((remaining_ca_uit_wages * self.CA_UIT), 2))
def test_example_e(self):
salary = 1800
@@ -285,16 +259,8 @@ class TestUsCAPayslip(TestUsPayslip):
additional_allowances = 0
wh = -3.39
# tax rates
ca_uit = 2.6
ca_ett = 0.1
ca_sdi = 1.0
employee = self._createEmployee()
employee.company_id.ca_uit_rate_2018 = ca_uit
employee.company_id.ca_ett_rate_2018 = ca_ett
employee.company_id.ca_sdi_rate_2018 = ca_sdi
contract = self._createContract(employee,
salary,
struct_id=self.ref(
@@ -321,13 +287,13 @@ class TestUsCAPayslip(TestUsPayslip):
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['CA_UIT_WAGES'], salary)
self.assertPayrollEqual(cats['CA_UIT'], round((cats['CA_UIT_WAGES'] * ca_uit)/-100, 2))
self.assertPayrollEqual(cats['CA_ETT_WAGES'], salary)
self.assertPayrollEqual(cats['CA_ETT'], round((cats['CA_ETT_WAGES'] * ca_ett)/-100, 2))
self.assertPayrollEqual(cats['CA_SDI_WAGES'], salary)
self.assertPayrollEqual(cats['CA_SDI'], round((cats['CA_SDI_WAGES'] * ca_sdi)/-100, 2))
self.assertPayrollEqual(cats['CA_WITHHOLD'], wh)
self.assertPayrollEqual(cats['WAGE_US_CA_UNEMP'], salary)
self.assertPayrollEqual(cats['ER_US_CA_UNEMP'], round((cats['WAGE_US_CA_UNEMP'] * self.CA_UIT), 2))
self.assertPayrollEqual(cats['WAGE_US_CA_ETT'], salary)
self.assertPayrollEqual(cats['ER_US_CA_ETT'], round((cats['WAGE_US_CA_ETT'] * self.CA_ETT), 2))
self.assertPayrollEqual(cats['WAGE_US_CA_SDI'], salary)
self.assertPayrollEqual(cats['EE_US_CA_SDI'], round((cats['WAGE_US_CA_SDI'] * self.CA_SDI), 2))
self.assertPayrollEqual(cats['EE_US_CA_INC_WITHHOLD'], wh)
process_payslip(payslip)
@@ -343,8 +309,8 @@ class TestUsCAPayslip(TestUsPayslip):
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['CA_UIT_WAGES'], remaining_ca_uit_wages)
self.assertPayrollEqual(cats['CA_UIT'], round((remaining_ca_uit_wages * ca_uit)/-100, 2))
self.assertPayrollEqual(cats['WAGE_US_CA_UNEMP'], remaining_ca_uit_wages)
self.assertPayrollEqual(cats['ER_US_CA_UNEMP'], round((remaining_ca_uit_wages * self.CA_UIT), 2))
def test_example_f(self):
salary = 45000
@@ -353,16 +319,8 @@ class TestUsCAPayslip(TestUsPayslip):
additional_allowances = 0
wh = -121.11
# tax rates
ca_uit = 2.6
ca_ett = 0.1
ca_sdi = 1.0
employee = self._createEmployee()
employee.company_id.ca_uit_rate_2018 = ca_uit
employee.company_id.ca_ett_rate_2018 = ca_ett
employee.company_id.ca_sdi_rate_2018 = ca_sdi
contract = self._createContract(employee,
salary,
struct_id=self.ref(
@@ -389,10 +347,10 @@ class TestUsCAPayslip(TestUsPayslip):
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['CA_UIT'], round((cats['CA_UIT_WAGES'] * ca_uit)/-100, 2))
self.assertPayrollEqual(cats['CA_ETT'], round((cats['CA_ETT_WAGES'] * ca_ett)/-100, 2))
self.assertPayrollEqual(cats['CA_SDI'], round((cats['CA_SDI_WAGES'] * ca_sdi)/-100, 2))
self.assertPayrollEqual(cats['CA_WITHHOLD'], wh)
self.assertPayrollEqual(cats['ER_US_CA_UNEMP'], round((cats['WAGE_US_CA_UNEMP'] * self.CA_UIT), 2))
self.assertPayrollEqual(cats['ER_US_CA_ETT'], round((cats['WAGE_US_CA_ETT'] * self.CA_ETT), 2))
self.assertPayrollEqual(cats['EE_US_CA_SDI'], round((cats['WAGE_US_CA_SDI'] * self.CA_SDI), 2))
self.assertPayrollEqual(cats['EE_US_CA_INC_WITHHOLD'], wh)
process_payslip(payslip)

425
l10n_us_ca_hr_payroll/tests/test_us_ca_payslip_2019.py Executable file
View File

@@ -0,0 +1,425 @@
from odoo.addons.l10n_us_hr_payroll.tests.test_us_payslip import TestUsPayslip, process_payslip
class TestUsCAPayslip(TestUsPayslip):
###
# Taxes and Rates
###
CA_UIT_MAX_WAGE = 7000
CA_UIT_MAX_WAGE = 7000
CA_SDI_MAX_WAGE = 18371
CA_UIT = -3.4 / 100.0
CA_ETT = -0.1 / 100.0
CA_SDI = -1.0 / 100.0
# Examples from http://www.edd.ca.gov/pdf_pub_ctr/18methb.pdf
def test_example_a(self):
salary = 210
schedule_pay = 'weekly'
allowances = 1
additional_allowances = 0
wh = 0.00
employee = self._createEmployee()
contract = self._createContract(employee,
salary,
struct_id=self.ref(
'l10n_us_ca_hr_payroll.hr_payroll_salary_structure_us_ca_employee'),
schedule_pay=schedule_pay)
contract.ca_c4_exemptions = allowances
contract.ca_additional_allowances = additional_allowances
contract.ca_de4_filing_status = 'single'
self.assertEqual(contract.schedule_pay, 'weekly')
self._log('2018 California tax last payslip:')
payslip = self._createPayslip(employee, '2018-12-01', '2018-12-31')
payslip.compute_sheet()
process_payslip(payslip)
self._log('2019 California 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_CA_UNEMP'], salary)
self.assertPayrollEqual(cats['ER_US_CA_UNEMP'], cats['WAGE_US_CA_UNEMP'] * self.CA_UIT)
self.assertPayrollEqual(cats['WAGE_US_CA_ETT'], salary)
self.assertPayrollEqual(cats['ER_US_CA_ETT'], cats['WAGE_US_CA_ETT'] * self.CA_ETT)
self.assertPayrollEqual(cats['WAGE_US_CA_SDI'], salary)
self.assertPayrollEqual(cats['EE_US_CA_SDI'], cats['WAGE_US_CA_SDI'] * self.CA_SDI)
self.assertPayrollEqual(cats['EE_US_CA_INC_WITHHOLD'], wh)
process_payslip(payslip)
# Make a new payslip, this one will have maximums
remaining_ca_uit_wages = self.CA_UIT_MAX_WAGE - salary if (self.CA_UIT_MAX_WAGE - 2 * salary < salary) \
else salary
self._log('2019 California 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_CA_UNEMP'], remaining_ca_uit_wages)
self.assertPayrollEqual(cats['ER_US_CA_UNEMP'], remaining_ca_uit_wages * self.CA_UIT)
def test_example_b(self):
salary = 1250
schedule_pay = 'bi-weekly'
allowances = 2
additional_allowances = 1
# for additional allowances
wh = salary - 38
wh = wh - 339
wh = (wh - 632) * 0.022 + 6.95
wh = wh - 9.65
# 2.651 - 9.65
wh = -wh
employee = self._createEmployee()
contract = self._createContract(employee,
salary,
struct_id=self.ref(
'l10n_us_ca_hr_payroll.hr_payroll_salary_structure_us_ca_employee'),
schedule_pay=schedule_pay)
contract.ca_de4_allowances = allowances
contract.ca_additional_allowances = additional_allowances
contract.ca_de4_filing_status = 'married'
self.assertEqual(contract.schedule_pay, 'bi-weekly')
self.assertEqual(contract.ca_de4_filing_status, 'married')
self.assertEqual(contract.ca_de4_allowances, 2)
self.assertEqual(contract.ca_additional_allowances, 1)
self._log('2018 California tax last payslip:')
payslip = self._createPayslip(employee, '2018-12-01', '2018-12-31')
payslip.compute_sheet()
process_payslip(payslip)
self._log('2019 California 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_CA_UNEMP'], salary)
self.assertPayrollEqual(cats['ER_US_CA_UNEMP'], round((cats['WAGE_US_CA_UNEMP'] * self.CA_UIT), 2))
self.assertPayrollEqual(cats['WAGE_US_CA_ETT'], salary)
self.assertPayrollEqual(cats['ER_US_CA_ETT'], round((cats['WAGE_US_CA_ETT'] * self.CA_ETT), 2))
self.assertPayrollEqual(cats['WAGE_US_CA_SDI'], salary)
self.assertPayrollEqual(cats['EE_US_CA_SDI'], round((cats['WAGE_US_CA_SDI'] * self.CA_SDI), 2))
self.assertPayrollEqual(cats['EE_US_CA_INC_WITHHOLD'], wh)
process_payslip(payslip)
# Make a new payslip, this one will have maximums
remaining_ca_uit_wages = self.CA_UIT_MAX_WAGE - salary if (self.CA_UIT_MAX_WAGE - 2 * salary < salary) \
else salary
self._log('2019 California 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_CA_UNEMP'], remaining_ca_uit_wages)
self.assertPayrollEqual(cats['ER_US_CA_UNEMP'], round((remaining_ca_uit_wages * self.CA_UIT), 2))
def test_example_c(self):
salary = 3800
schedule_pay = 'monthly'
allowances = 5
additional_allowances = 0.72
wh = -0.11
employee = self._createEmployee()
contract = self._createContract(employee,
salary,
struct_id=self.ref(
'l10n_us_ca_hr_payroll.hr_payroll_salary_structure_us_ca_employee'),
schedule_pay=schedule_pay)
contract.ca_de4_allowances = allowances
contract.ca_additional_allowances = additional_allowances
contract.ca_de4_filing_status = 'married'
self.assertEqual(contract.schedule_pay, 'monthly')
self.assertEqual(contract.ca_de4_filing_status, 'married')
self.assertEqual(contract.ca_de4_allowances, 5)
self.assertEqual(contract.ca_additional_allowances, 0)
self._log('2018 California tax last payslip:')
payslip = self._createPayslip(employee, '2018-12-01', '2018-12-31')
payslip.compute_sheet()
process_payslip(payslip)
self._log('2019 California 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_CA_UNEMP'], salary)
self.assertPayrollEqual(cats['ER_US_CA_UNEMP'], round((cats['WAGE_US_CA_UNEMP'] * self.CA_UIT), 2))
self.assertPayrollEqual(cats['WAGE_US_CA_ETT'], salary)
self.assertPayrollEqual(cats['ER_US_CA_ETT'], round((cats['WAGE_US_CA_ETT'] * self.CA_ETT), 2))
self.assertPayrollEqual(cats['WAGE_US_CA_SDI'], salary)
self.assertPayrollEqual(cats['EE_US_CA_SDI'], round((cats['WAGE_US_CA_SDI'] * self.CA_SDI), 2))
self.assertPayrollEqual(cats['EE_US_CA_INC_WITHHOLD'], wh)
process_payslip(payslip)
# Make a new payslip, this one will have maximums
remaining_ca_uit_wages = self.CA_UIT_MAX_WAGE - salary if (self.CA_UIT_MAX_WAGE - 2 * salary < salary) \
else salary
self._log('2019 California 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_CA_UNEMP'], remaining_ca_uit_wages)
self.assertPayrollEqual(cats['ER_US_CA_UNEMP'], round((remaining_ca_uit_wages * self.CA_UIT), 2))
def test_example_d(self):
salary = 800
schedule_pay = 'weekly'
allowances = 3
additional_allowances = 0
wh = -3.18
employee = self._createEmployee()
contract = self._createContract(employee,
salary,
struct_id=self.ref(
'l10n_us_ca_hr_payroll.hr_payroll_salary_structure_us_ca_employee'),
schedule_pay=schedule_pay)
contract.ca_de4_allowances = allowances
contract.ca_additional_allowances = additional_allowances
contract.ca_de4_filing_status = 'head_household'
self.assertEqual(contract.schedule_pay, 'weekly')
self.assertEqual(contract.ca_de4_filing_status, 'head_household')
self.assertEqual(contract.ca_de4_allowances, 3)
self.assertEqual(contract.ca_additional_allowances, 0)
self._log('2018 California tax last payslip:')
payslip = self._createPayslip(employee, '2018-12-01', '2018-12-31')
payslip.compute_sheet()
process_payslip(payslip)
self._log('2019 California 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_CA_UNEMP'], salary)
self.assertPayrollEqual(cats['ER_US_CA_UNEMP'], round((cats['WAGE_US_CA_UNEMP'] * self.CA_UIT), 2))
self.assertPayrollEqual(cats['WAGE_US_CA_ETT'], salary)
self.assertPayrollEqual(cats['ER_US_CA_ETT'], round((cats['WAGE_US_CA_ETT'] * self.CA_ETT), 2))
self.assertPayrollEqual(cats['WAGE_US_CA_SDI'], salary)
self.assertPayrollEqual(cats['EE_US_CA_SDI'], round((cats['WAGE_US_CA_SDI'] * self.CA_SDI), 2))
self.assertPayrollEqual(cats['EE_US_CA_INC_WITHHOLD'], wh)
process_payslip(payslip)
# Make a new payslip, this one will have maximums
remaining_ca_uit_wages = self.CA_UIT_MAX_WAGE - salary if (self.CA_UIT_MAX_WAGE - 2 * salary < salary) \
else salary
self._log('2019 California 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_CA_UNEMP'], remaining_ca_uit_wages)
self.assertPayrollEqual(cats['ER_US_CA_UNEMP'], round((remaining_ca_uit_wages * self.CA_UIT), 2))
def test_example_e(self):
salary = 1800
schedule_pay = 'semi-monthly'
allowances = 4
additional_allowances = 0
wh = -3.08
employee = self._createEmployee()
contract = self._createContract(employee,
salary,
struct_id=self.ref(
'l10n_us_ca_hr_payroll.hr_payroll_salary_structure_us_ca_employee'),
schedule_pay=schedule_pay)
contract.ca_de4_allowances = allowances
contract.ca_additional_allowances = additional_allowances
contract.ca_de4_filing_status = 'married'
self.assertEqual(contract.schedule_pay, 'semi-monthly')
self.assertEqual(contract.ca_de4_filing_status, 'married')
self.assertEqual(contract.ca_de4_allowances, 4)
self.assertEqual(contract.ca_additional_allowances, 0)
self._log('2018 California tax last payslip:')
payslip = self._createPayslip(employee, '2018-12-01', '2018-12-31')
payslip.compute_sheet()
process_payslip(payslip)
self._log('2019 California 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_CA_UNEMP'], salary)
self.assertPayrollEqual(cats['ER_US_CA_UNEMP'], round((cats['WAGE_US_CA_UNEMP'] * self.CA_UIT), 2))
self.assertPayrollEqual(cats['WAGE_US_CA_ETT'], salary)
self.assertPayrollEqual(cats['ER_US_CA_ETT'], round((cats['WAGE_US_CA_ETT'] * self.CA_ETT), 2))
self.assertPayrollEqual(cats['WAGE_US_CA_SDI'], salary)
self.assertPayrollEqual(cats['EE_US_CA_SDI'], round((cats['WAGE_US_CA_SDI'] * self.CA_SDI), 2))
self.assertPayrollEqual(cats['EE_US_CA_INC_WITHHOLD'], wh)
process_payslip(payslip)
# Make a new payslip, this one will have maximums
remaining_ca_uit_wages = self.CA_UIT_MAX_WAGE - salary if (self.CA_UIT_MAX_WAGE - 2 * salary < salary) \
else salary
self._log('2019 California 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_CA_UNEMP'], remaining_ca_uit_wages)
self.assertPayrollEqual(cats['ER_US_CA_UNEMP'], round((remaining_ca_uit_wages * self.CA_UIT), 2))
def test_example_f(self):
salary = 45000
schedule_pay = 'annually'
allowances = 4
additional_allowances = 0
wh = -113.85
employee = self._createEmployee()
contract = self._createContract(employee,
salary,
struct_id=self.ref(
'l10n_us_ca_hr_payroll.hr_payroll_salary_structure_us_ca_employee'),
schedule_pay=schedule_pay)
contract.ca_de4_allowances = allowances
contract.ca_additional_allowances = additional_allowances
contract.ca_de4_filing_status = 'married'
self.assertEqual(contract.schedule_pay, 'annually')
self.assertEqual(contract.ca_de4_filing_status, 'married')
self.assertEqual(contract.ca_de4_allowances, 4)
self.assertEqual(contract.ca_additional_allowances, 0)
self._log('2018 California tax last payslip:')
payslip = self._createPayslip(employee, '2018-12-01', '2018-12-31')
payslip.compute_sheet()
process_payslip(payslip)
self._log('2019 California tax first payslip:')
payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['ER_US_CA_UNEMP'], round((cats['WAGE_US_CA_UNEMP'] * self.CA_UIT), 2))
self.assertPayrollEqual(cats['ER_US_CA_ETT'], round((cats['WAGE_US_CA_ETT'] * self.CA_ETT), 2))
self.assertPayrollEqual(cats['EE_US_CA_SDI'], round((cats['WAGE_US_CA_SDI'] * self.CA_SDI), 2))
self.assertPayrollEqual(cats['EE_US_CA_INC_WITHHOLD'], wh)
process_payslip(payslip)
def test_estimated_deduction_table(self):
salary = 600
allowances = 5
schedule_pay = 'bi-weekly'
expected_deduction = 192
deduction = 0
taxable_pay = 0
estimated_deduction_table = {
'weekly': (19, 38, 58, 77, 96, 115, 135, 154, 173, 192),
'bi-weekly': (38, 77, 115, 154, 192, 231, 269, 308, 346, 385),
'semi-monthly': (42, 83, 125, 167, 208, 250, 292, 333, 375, 417),
'monthly': (83, 167, 250, 333, 417, 500, 583, 667, 750, 833),
'quarterly': (250, 500, 750, 1000, 1250, 1500, 1750, 2000, 2250, 2500),
'semi-annual': (500, 1000, 1500, 2000, 2500, 3000, 3500, 4000, 4500, 5000),
'annual': (1000, 2000, 3000, 4000, 5000, 6000, 7000, 8000, 9000, 10000),
}
allowance_index = allowances - 1
if allowances > 10:
deduction = (estimated_deduction_table[schedule_pay][0]) * allowances
taxable_pay = salary - deduction
elif allowances > 0:
deduction = estimated_deduction_table[schedule_pay][allowance_index]
taxable_pay = salary - deduction
self.assertEqual(expected_deduction, deduction)
self.assertTrue(taxable_pay < salary)
self.assertEqual(taxable_pay, salary - deduction)
def test_standard_deduction_table(self):
salary = 3000
schedule_pay = 'monthly'
filing_status = 'head_household'
expected_deduction = 706
deduction = 0
taxable_pay = 0
standard_deduction_table = {
'weekly': (81, 81, 163, 163),
'bi-weekly': (163, 163, 326, 326),
'semi-monthly': (177, 177, 353, 353),
'monthly': (353, 352, 706, 706),
'quarterly': (1059, 1059, 2188, 2188),
'semi-annual': (2118, 2118, 4236, 4236),
'annual': (4236, 4236, 8471, 8472),
}
if filing_status == 'head_household':
_, _, _, deduction = standard_deduction_table[schedule_pay]
taxable_pay = salary - deduction
elif filing_status == 'married':
if allowances >= 2:
_, _, deduction, _ = standard_deduction_table[schedule_pay]
taxable_pay = salary - deduction
else:
_, deduction, _, _ = standard_deduction_table[schedule_pay]
taxable_pay = salary - deduction
else:
deduction, _, _, _ = standard_deduction_table[schedule_pay]
taxable_pay = salary - deduction
self.assertEqual(expected_deduction, deduction)
self.assertTrue(taxable_pay < salary)
self.assertEqual(taxable_pay, salary - deduction)

13
l10n_us_ca_hr_payroll/hr_payroll_view.xml → l10n_us_ca_hr_payroll/views/hr_payroll_views.xml
View File

@@ -1,19 +1,6 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<record id="us_ca_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="ca_uit_rate_2018"/>
</xpath>
</data>
</field>
</record>
<record id="hr_contract_form_l10n_us_ca_inherit" model="ir.ui.view">
<field name="name">hr.contract.form.inherit</field>
<field name="model">hr.contract</field>