audrius/suite
1
0
Fork 1
mirror of https://gitlab.com/hibou-io/hibou-odoo/suite.git synced 2025-01-20 12:37:31 +02:00
Code Issues Packages Projects Releases Wiki Activity

Merge branch 'mig/12.0/l10n_us_hr_payroll__2020' into '12.0-test'

Browse Source 
mig/12.0/l10n_us_hr_payroll__2020 into 12.0-test

See merge request hibou-io/hibou-odoo/suite!271
This commit is contained in:
Hibou Bot
2020-01-29 16:48:33 +00:00
parent 0c17207bbe e5034a1067
commit d44799a882
11 changed files with 393 additions and 0 deletions
Download Patch File Download Diff File Expand all files Collapse all files

1
l10n_us_hr_payroll/__manifest__.py
View File

@@ -30,6 +30,7 @@ USA Payroll Rules.
'data/federal/fed_941_fit_rules.xml',
'data/state/fl_florida.xml',
'data/state/ga_georgia.xml',
'data/state/mi_michigan.xml',
'data/state/mo_missouri.xml',
'data/state/ms_mississippi.xml',
'data/state/mt_montana.xml',

3
l10n_us_hr_payroll/data/final.xml
View File

@@ -21,6 +21,9 @@
ref('hr_payroll_rule_er_us_ga_suta'),
ref('hr_payroll_rule_ee_us_ga_sit'),
ref('hr_payroll_rule_er_us_mi_suta'),
ref('hr_payroll_rule_ee_us_mi_sit'),
ref('hr_payroll_rule_er_us_mo_suta'),
ref('hr_payroll_rule_ee_us_mo_sit'),

96
l10n_us_hr_payroll/data/state/mi_michigan.xml Normal file
View File

@@ -0,0 +1,96 @@
<?xml version="1.0" encoding="UTF-8" ?>
<odoo>
<!-- Wage Base -->
<data noupdate="1">
<record id="rule_parameter_us_mi_suta_wage_base_2019" model="hr.payroll.rate">
<field name="name">US MI Michigan SUTA Wage Base</field>
<field name="code">us_mi_suta_wage_base</field>
<field name="parameter_value">9500.0</field>
<field name="date_from" eval="datetime(2019, 1, 1).date()"/>
</record>
<record id="rule_parameter_us_mi_suta_wage_base_2020" model="hr.payroll.rate">
<field name="name">US MI Michigan SUTA Wage Base</field>
<field name="code">us_mi_suta_wage_base</field>
<field name="parameter_value">9000.0</field>
<field name="date_from" eval="datetime(2020, 1, 1).date()"/>
</record>
</data>
<!-- Rate -->
<data noupdate="1">
<record id="rule_parameter_us_mi_suta_rate_2019" model="hr.payroll.rate">
<field name="name">US MI Michigan SUTA Rate</field>
<field name="code">us_mi_suta_rate</field>
<field name="parameter_value">2.7</field>
<field name="date_from" eval="datetime(2019, 1, 1).date()"/>
</record>
<record id="rule_parameter_us_mi_suta_rate_2020" model="hr.payroll.rate">
<field name="name">US MI Michigan SUTA Rate</field>
<field name="code">us_mi_suta_rate</field>
<field name="parameter_value">2.7</field>
<field name="date_from" eval="datetime(2020, 1, 1).date()"/>
</record>
</data>
<data noupdate="1">
<record id="rule_parameter_us_mi_sit_exemption_rate_2019" model="hr.payroll.rate">
<field name="name">US MI Michigan Exemption Rate</field>
<field name="code">us_mi_sit_exemption_rate</field>
<field name="parameter_value">4400.0</field>
<field name="date_from" eval="datetime(2019, 1, 1).date()"/>
</record>
<record id="rule_parameter_us_mi_sit_exemption_rate_2020" model="hr.payroll.rate">
<field name="name">US MI Michigan Exemption Rate</field>
<field name="code">us_mi_sit_exemption_rate</field>
<field name="parameter_value">4750.0</field>
<field name="date_from" eval="datetime(2020, 1, 1).date()"/>
</record>
</data>
<!-- Partners and Contribution Registers -->
<record id="res_partner_us_mi_dor" model="res.partner">
<field name="name">US Michigan - Unemployment Insurance Agency - Unemployment Tax</field>
</record>
<record id="contrib_register_us_mi_dor" model="hr.contribution.register">
<field name="name">US Michigan - Unemployment Insurance Agency - Unemployment Tax</field>
<field name="partner_id" ref="res_partner_us_mi_dor"/>
</record>
<record id="res_partner_us_mi_dor_sit" model="res.partner">
<field name="name">US Michigan - Department of Treasury - Income Tax</field>
</record>
<record id="contrib_register_us_mi_dor_sit" model="hr.contribution.register">
<field name="name">US Michigan - Department of Treasury - Income Tax</field>
<field name="partner_id" ref="res_partner_us_mi_dor_sit"/>
</record>
<!-- Categories -->
<!-- Rules -->
<record id="hr_payroll_rule_er_us_mi_suta" model="hr.salary.rule">
<field name="sequence" eval="450"/>
<field name="category_id" ref="hr_payroll_category_er_us_suta"/>
<field name="name">ER: US MI Michigan State Unemployment</field>
<field name="code">ER_US_MI_SUTA</field>
<field name="condition_select">python</field>
<field name="condition_python">result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_mi_suta_wage_base', rate='us_mi_suta_rate', state_code='MI')</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_mi_suta_wage_base', rate='us_mi_suta_rate', state_code='MI')</field>
<field name="register_id" ref="contrib_register_us_mi_dor"/>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rule_ee_us_mi_sit" model="hr.salary.rule">
<field name="sequence" eval="195"/>
<field name="category_id" ref="hr_payroll_category_ee_us_sit"/>
<field name="name">EE: US MI Michigan State Income Tax Withholding</field>
<field name="code">EE_US_MI_SIT</field>
<field name="condition_select">python</field>
<field name="condition_python">result, _ = mi_michigan_state_income_withholding(payslip, categories, worked_days, inputs)</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">result, result_rate = mi_michigan_state_income_withholding(payslip, categories, worked_days, inputs)</field>
<field name="register_id" ref="contrib_register_us_mi_dor_sit"/>
<field name="appears_on_payslip" eval="True"/>
</record>
</odoo>

16
l10n_us_hr_payroll/migrations/data.py
View File

@@ -14,6 +14,10 @@ FIELDS_CONTRACT_TO_US_PAYROLL_FORMS_2020 = {
'ga_g4_additional_allowances': 'ga_g4_sit_additional_allowances',
'ga_g4_additional_wh': 'state_income_tax_additional_withholding',
'mi_w4_exemptions': 'mi_w4_sit_exemptions',
'mi_w4_tax_exempt': 'state_income_tax_exempt',
'mi_w4_additional_wh': 'state_income_tax_additional_withholding',
'mo_mow4_filing_status': 'mo_mow4_sit_filing_status',
'mo_mow4_additional_withholding': 'state_income_tax_additional_withholding',
@@ -69,6 +73,11 @@ XMLIDS_TO_REMOVE_2020 = [
'l10n_us_ga_hr_payroll.hr_payroll_ga_income_withhold',
'l10n_us_ga_hr_payroll.hr_payroll_rules_ga_unemp_wages',
'l10n_us_mi_hr_payroll.hr_payroll_mi_unemp_wages',
'l10n_us_mi_hr_payroll.hr_payroll_mi_unemp',
'l10n_us_mi_hr_payroll.hr_payroll_mi_income_withhold',
'l10n_us_mi_hr_payroll.hr_payroll_rules_mi_unemp_wages',
'l10n_us_mo_hr_payroll.hr_payroll_mo_unemp_wages',
'l10n_us_mo_hr_payroll.hr_payroll_mo_unemp',
'l10n_us_mo_hr_payroll.hr_payroll_mo_income_withhold',
@@ -175,6 +184,13 @@ XMLIDS_TO_RENAME_2020 = {
'l10n_us_ga_hr_payroll.hr_payroll_rules_ga_unemp': 'l10n_us_hr_payroll.hr_payroll_rule_er_us_ga_suta',
'l10n_us_ga_hr_payroll.hr_payroll_rules_ga_inc_withhold': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_ga_sit',
'l10n_us_mi_hr_payroll.res_partner_mi_uia_unemp': 'l10n_us_hr_payroll.res_partner_us_mi_dor',
'l10n_us_mi_hr_payroll.res_partner_mi_dot_withhold': 'l10n_us_hr_payroll.res_partner_us_mi_dor_sit',
'l10n_us_mi_hr_payroll.contrib_register_mi_uia_unemp': 'l10n_us_hr_payroll.contrib_register_us_mi_dor',
'l10n_us_mi_hr_payroll.contrib_register_mi_dot_withhold': 'l10n_us_hr_payroll.contrib_register_us_mi_dor_sit',
'l10n_us_mi_hr_payroll.hr_payroll_rules_mi_unemp': 'l10n_us_hr_payroll.hr_payroll_rule_er_us_mi_suta',
'l10n_us_mi_hr_payroll.hr_payroll_rules_mi_inc_withhold': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_mi_sit',
'l10n_us_mo_hr_payroll.res_partner_modor_unemp': 'l10n_us_hr_payroll.res_partner_us_mo_dor',
'l10n_us_mo_hr_payroll.res_partner_modor_withhold': 'l10n_us_hr_payroll.res_partner_us_mo_dor_sit',
'l10n_us_mo_hr_payroll.contrib_register_modor_unemp': 'l10n_us_hr_payroll.contrib_register_us_mo_dor',

2
l10n_us_hr_payroll/models/hr_payslip.py
View File

@@ -15,6 +15,7 @@ from .state.general import general_state_unemployment, \
general_state_income_withholding, \
is_us_state
from .state.ga_georgia import ga_georgia_state_income_withholding
from .state.mi_michigan import mi_michigan_state_income_withholding
from .state.mo_missouri import mo_missouri_state_income_withholding
from .state.ms_mississippi import ms_mississippi_state_income_withholding
from .state.mt_montana import mt_montana_state_income_withholding
@@ -57,6 +58,7 @@ class HRPayslip(models.Model):
'general_state_income_withholding': general_state_income_withholding,
'is_us_state': is_us_state,
'ga_georgia_state_income_withholding': ga_georgia_state_income_withholding,
'mi_michigan_state_income_withholding': mi_michigan_state_income_withholding,
'mo_missouri_state_income_withholding': mo_missouri_state_income_withholding,
'ms_mississippi_state_income_withholding': ms_mississippi_state_income_withholding,
'mt_montana_state_income_withholding': mt_montana_state_income_withholding,

35
l10n_us_hr_payroll/models/state/mi_michigan.py Normal file
View File

@@ -0,0 +1,35 @@
# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
from .general import _state_applies
def mi_michigan_state_income_withholding(payslip, categories, worked_days, inputs):
"""
Returns SIT eligible wage and rate.
WAGE = GROSS + DED_FIT_EXEMPT
:return: result, result_rate (wage, percent)
"""
state_code = 'MI'
if not _state_applies(payslip, state_code):
return 0.0, 0.0
if payslip.dict.contract_id.us_payroll_config_value('state_income_tax_exempt'):
return 0.0, 0.0
# Determine Wage
wage = categories.GROSS + categories.DED_FIT_EXEMPT
pay_periods = payslip.dict.get_pay_periods_in_year()
additional = payslip.dict.contract_id.us_payroll_config_value('state_income_tax_additional_withholding')
exemption_rate = payslip.dict.rule_parameter('us_mi_sit_exemption_rate')
exemption = payslip.dict.contract_id.us_payroll_config_value('mi_w4_sit_exemptions')
if wage == 0.0:
return 0.0, 0.0
annual_exemption = (exemption * exemption_rate) / pay_periods
withholding = ((wage - annual_exemption) * 0.0425)
if withholding < 0.0:
withholding = 0.0
withholding += additional
return wage, -((withholding / wage) * 100.0)

2
l10n_us_hr_payroll/models/us_payroll_config.py
View File

@@ -64,6 +64,8 @@ class HRContractUSPayrollConfig(models.Model):
ga_g4_sit_additional_allowances = fields.Integer(string='Georgia G-4 Additional Allowances',
help='G-4 5.')
mi_w4_sit_exemptions = fields.Integer(string='Michigan MI W-4 Exemptions', help='MI-W4 6.')
mo_mow4_sit_filing_status = fields.Selection([
('', 'Exempt'),
('single', 'Single or Married Spouse Works or Married Filing Separate'),

3
l10n_us_hr_payroll/tests/__init__.py
View File

@@ -10,6 +10,9 @@ from . import test_us_fl_florida_payslip_2020
from . import test_us_ga_georgia_payslip_2019
from . import test_us_ga_georgia_payslip_2020
from . import test_us_mi_michigan_payslip_2019
from . import test_us_mi_michigan_payslip_2020
from . import test_us_mo_missouri_payslip_2019
from . import test_us_mo_missouri_payslip_2020

194
l10n_us_hr_payroll/tests/test_us_mi_michigan_payslip_2019.py Executable file
View File

@@ -0,0 +1,194 @@
# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
from .common import TestUsPayslip, process_payslip
class TestUsMIPayslip(TestUsPayslip):
# Taxes and Rates
MI_UNEMP_MAX_WAGE = 9500.0
MI_UNEMP = - 2.7 / 100.0
MI_INC_TAX = - 4.25 / 100.0
ANNUAL_EXEMPTION_AMOUNT = 4400.00
PAY_PERIOD_DIVISOR = {
'weekly': 52.0,
'bi-weekly': 26.0,
'semi-monthly': 24.0,
'monthly': 12.0
}
def test_2019_taxes_weekly(self):
salary = 5000.0
schedule_pay = 'weekly'
exemptions = 1
employee = self._createEmployee()
contract = self._createContract(employee,
wage=salary,
state_id=self.get_us_state('MI'),
state_income_tax_additional_withholding=0.0,
mi_w4_sit_exemptions=1.0,
schedule_pay='weekly')
allowance_amount = self.ANNUAL_EXEMPTION_AMOUNT / self.PAY_PERIOD_DIVISOR[schedule_pay]
wh = -((salary - (allowance_amount * exemptions)) * -self.MI_INC_TAX)
self._log('2019 Michigan 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.MI_UNEMP)
self.assertPayrollAlmostEqual(cats['EE_US_SIT'], wh)
#
process_payslip(payslip)
# Make a new payslip, this one will have maximums
remaining_MI_UNEMP_wages = self.MI_UNEMP_MAX_WAGE - salary if (self.MI_UNEMP_MAX_WAGE - 2*salary < salary) \
else salary
self._log('2019 Michigan 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_MI_UNEMP_wages * self.MI_UNEMP)
def test_2019_taxes_biweekly(self):
salary = 5000.0
schedule_pay = 'bi-weekly'
allowance_amount = self.ANNUAL_EXEMPTION_AMOUNT / self.PAY_PERIOD_DIVISOR[schedule_pay]
exemption = 2
wh = -((salary - (allowance_amount * exemption)) * -self.MI_INC_TAX)
employee = self._createEmployee()
contract = self._createContract(employee,
wage=salary,
state_id=self.get_us_state('MI'),
state_income_tax_additional_withholding=0.0,
mi_w4_sit_exemptions=2.0,
schedule_pay='bi-weekly')
self._log('2019 Michigan 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.MI_UNEMP)
self.assertPayrollEqual(cats['EE_US_SIT'], wh)
process_payslip(payslip)
# Make a new payslip, this one will have maximums
remaining_MI_UNEMP_wages = self.MI_UNEMP_MAX_WAGE - salary if (self.MI_UNEMP_MAX_WAGE - 2*salary < salary) \
else salary
self._log('2019 Michigan 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_MI_UNEMP_wages * self.MI_UNEMP)
def test_2019_taxes_semimonthly(self):
salary = 5000.0
schedule_pay = 'semi-monthly'
allowance_amount = self.ANNUAL_EXEMPTION_AMOUNT / self.PAY_PERIOD_DIVISOR[schedule_pay]
exemption = 1
wh = -((salary - (allowance_amount * exemption)) * -self.MI_INC_TAX)
employee = self._createEmployee()
contract = self._createContract(employee,
wage=salary,
state_id=self.get_us_state('MI'),
state_income_tax_additional_withholding=0.0,
mi_w4_sit_exemptions=1.0,
schedule_pay='semi-monthly')
self._log('2019 Michigan tax first payslip semi-monthly:')
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.MI_UNEMP)
self.assertPayrollEqual(cats['EE_US_SIT'], wh)
process_payslip(payslip)
# Make a new payslip, this one will have maximums
remaining_MI_UNEMP_wages = self.MI_UNEMP_MAX_WAGE - salary if (self.MI_UNEMP_MAX_WAGE - 2 * salary < salary) \
else salary
self._log('2019 Michigan tax second payslip semi-monthly:')
payslip = self._createPayslip(employee, '2019-02-01', '2019-02-28')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['ER_US_SUTA'], remaining_MI_UNEMP_wages * self.MI_UNEMP)
def test_2019_taxes_monthly(self):
salary = 5000.0
schedule_pay = 'monthly'
allowance_amount = self.ANNUAL_EXEMPTION_AMOUNT / self.PAY_PERIOD_DIVISOR[schedule_pay]
exemption = 1
wh = -((salary - (allowance_amount * exemption)) * -self.MI_INC_TAX)
employee = self._createEmployee()
contract = self._createContract(employee,
wage=salary,
state_id=self.get_us_state('MI'),
state_income_tax_additional_withholding=0.0,
mi_w4_sit_exemptions=1.0,
schedule_pay='monthly')
self._log('2019 Michigan tax first payslip monthly:')
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.MI_UNEMP)
self.assertPayrollEqual(cats['EE_US_SIT'], wh)
process_payslip(payslip)
# Make a new payslip, this one will have maximums
remaining_MI_UNEMP_wages = self.MI_UNEMP_MAX_WAGE - salary if (
self.MI_UNEMP_MAX_WAGE - (2 * salary) < salary) \
else salary
self._log('2019 Michigan tax second payslip monthly:')
payslip = self._createPayslip(employee, '2019-02-01', '2019-02-28')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['ER_US_SUTA'], remaining_MI_UNEMP_wages * self.MI_UNEMP)
def test_additional_withholding(self):
salary = 5000.0
schedule_pay = 'weekly'
allowance_amount = 0.0
allowance_amount = self.ANNUAL_EXEMPTION_AMOUNT / self.PAY_PERIOD_DIVISOR[schedule_pay]
additional_wh = 40.0
exemption = 1
wh = -(((salary - (allowance_amount * exemption)) * -self.MI_INC_TAX) + additional_wh)
employee = self._createEmployee()
contract = self._createContract(employee,
wage=salary,
state_id=self.get_us_state('MI'),
state_income_tax_additional_withholding=40.0,
mi_w4_sit_exemptions=1.0,
schedule_pay='weekly')
self._log('2019 Michigan tax first payslip with additional withholding:')
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.MI_UNEMP)
self.assertPayrollAlmostEqual(cats['EE_US_SIT'], wh)
process_payslip(payslip)

35
l10n_us_hr_payroll/tests/test_us_mi_michigan_payslip_2020.py Executable file
View File

@@ -0,0 +1,35 @@
# 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 TestUsMIPayslip(TestUsPayslip):
# Taxes and Rates
MI_UNEMP_MAX_WAGE = 9000.0
MI_UNEMP = 2.7
def _test_sit(self, wage, exemptions, additional_withholding, schedule_pay, date_start, expected_withholding):
employee = self._createEmployee()
contract = self._createContract(employee,
wage=wage,
state_id=self.get_us_state('MI'),
mi_w4_sit_exemptions=exemptions,
state_income_tax_additional_withholding=additional_withholding,
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('MI', self.MI_UNEMP, date(2020, 1, 1), wage_base=self.MI_UNEMP_MAX_WAGE)
self._test_sit(5000.0, 1, 100.0, 'weekly', date(2020, 1, 1), 308.62)
self._test_sit(5000.0, 1, 0.0, 'weekly', date(2020, 1, 1), 208.62)
self._test_sit(5000.0, 1, 5.0, 'semi-monthly', date(2020, 1, 1), 209.09)
self._test_sit(5000.0, 1, 5.0, 'monthly', date(2020, 1, 1), 200.68)
self._test_sit(5000.0, 200, 0.0, 'monthly', date(2020, 1, 1), 0.0)

6
l10n_us_hr_payroll/views/us_payroll_config_views.xml
View File

@@ -55,6 +55,12 @@
<field name="state_income_tax_additional_withholding" string="Additional Withholding 6."/>
<field name="state_income_tax_exempt" string="Exempt 8."/>
</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."/>
<field name="state_income_tax_additional_withholding" string="Additional Withholding 7."/>
<field name="state_income_tax_exempt" string="Exempt 8."/>
</group>
<group name="state_mo_missouri" string="MO Missouri" attrs="{'invisible':[('state_id', '!=', %(base.state_us_38)s)]}">
<p colspan="2"><h3>Form MO W-4 - State Income Tax</h3></p>
<field name="mo_mow4_sit_filing_status" string="Filing Status 1."/>