diff --git a/l10n_us_nc_hr_payroll/README.rst b/l10n_us_nc_hr_payroll/README.rst new file mode 100644 index 00000000..fad4ccf4 --- /dev/null +++ b/l10n_us_nc_hr_payroll/README.rst @@ -0,0 +1,41 @@ +***************************************** +Hibou - US Payroll - North Carolina State +***************************************** + +Calculations and contribution registers for North Carolina State Payroll. + +For more information and add-ons, visit `Hibou.io `_. + +============= +Main Features +============= + +* Contribution registers and partners for: + * North Carolina Department of Revenue - Income Tax withholding + * North Carolina Department of Taxation - Unemployment +* Contract level North Carolina Exemptions +* Company level North Carolina Unemployment Rate + +.. image:: https://user-images.githubusercontent.com/15882954/41436210-cb7f6a52-6fd5-11e8-9095-48799360f4e9.png + :alt: 'Employee Contract Detail' + :width: 988 + :align: left + +USA North Carolina Employee added to Contract Salary Structure menu + +.. image:: https://user-images.githubusercontent.com/15882954/41436282-fcfd3096-6fd5-11e8-8bc8-3c4985908b23.png + :alt: 'Computed Pay Slip Detail' + :width: 988 + :align: left + +New Payslip Categories for: + +* North Carolina Income Withholding +* North Carolina Unemployment - Wages +* North Carolina Unemployment. + +======= +License +======= +Please see `LICENSE `_. +Copyright Hibou Corp. 2018 diff --git a/l10n_us_nc_hr_payroll/__init__.py b/l10n_us_nc_hr_payroll/__init__.py new file mode 100755 index 00000000..0650744f --- /dev/null +++ b/l10n_us_nc_hr_payroll/__init__.py @@ -0,0 +1 @@ +from . import models diff --git a/l10n_us_nc_hr_payroll/__manifest__.py b/l10n_us_nc_hr_payroll/__manifest__.py new file mode 100755 index 00000000..4960939c --- /dev/null +++ b/l10n_us_nc_hr_payroll/__manifest__.py @@ -0,0 +1,28 @@ +{ + 'name': 'USA - North Carolina - Payroll', + 'author': 'Hibou Corp. ', + 'license': 'AGPL-3', + 'category': 'Localization', + 'depends': ['l10n_us_hr_payroll'], + 'version': '12.0.2019.0.0', + 'description': """ +USA::North Carolina Payroll Rules. +================================== + +* Contribution register and partner for North Carolina Department of Taxaction - Unemployment +* Contribution register and partner for North Carolina Department of Taxaction - Income Tax Withholding +* Contract level North Carolina Exemptions +* Company level North Carolina Unemployment Rate + """, + + 'auto_install': False, + 'website': 'https://hibou.io/', + 'data': [ + 'views/hr_payroll_views.xml', + 'data/base.xml', + 'data/rates.xml', + 'data/rules.xml', + 'data/final.xml', + ], + 'installable': True +} diff --git a/l10n_us_nc_hr_payroll/data/base.xml b/l10n_us_nc_hr_payroll/data/base.xml new file mode 100755 index 00000000..fdefcda9 --- /dev/null +++ b/l10n_us_nc_hr_payroll/data/base.xml @@ -0,0 +1,46 @@ + + + + + + North Carolina Division of Unemployment Security - Unemployment Tax + 1 + + + + North Carolina Department of Revenue - Income Tax Withholding + 1 + + + + North Carolina Unemployment + North Carolina Division of Unemployment Security - Unemployment + + + + North Carolina Income Tax Withholding + North Carolina Department of Revenue - Income Tax Withholding + + + + + + + Wage: US-NC Unemployment + WAGE_US_NC_UNEMP + + + + ER: US-NC Unemployment + ER_US_NC_UNEMP + + + + + EE: US-NC Income Tax Withholding + EE_US_NC_INC_WITHHOLD + + + + + diff --git a/l10n_us_nc_hr_payroll/data/final.xml b/l10n_us_nc_hr_payroll/data/final.xml new file mode 100755 index 00000000..d8086c80 --- /dev/null +++ b/l10n_us_nc_hr_payroll/data/final.xml @@ -0,0 +1,19 @@ + + + + + + + US_NC_EMP + USA North Carolina Employee + + + + + + + diff --git a/l10n_us_nc_hr_payroll/data/rates.xml b/l10n_us_nc_hr_payroll/data/rates.xml new file mode 100755 index 00000000..1aaebf0d --- /dev/null +++ b/l10n_us_nc_hr_payroll/data/rates.xml @@ -0,0 +1,19 @@ + + + + + US NC Unemployment + US_NC_UNEMP + 0.6 + 2018-01-01 + + + + US NC Unemployment + US_NC_UNEMP + 1.0 + 2019-01-01 + + + + diff --git a/l10n_us_nc_hr_payroll/data/rules.xml b/l10n_us_nc_hr_payroll/data/rules.xml new file mode 100755 index 00000000..8d06ea80 --- /dev/null +++ b/l10n_us_nc_hr_payroll/data/rules.xml @@ -0,0 +1,154 @@ + + + + + + + + + Wage: US-NC Unemployment + WAGE_US_NC_UNEMP + python + result = (contract.futa_type != contract.FUTA_TYPE_BASIC) + code + +rate = payslip.dict.get_rate('US_NC_UNEMP') +year = payslip.dict.date_to.year +ytd = payslip.sum('NC_UNEMP_WAGES_2018', str(year) + '-01-01', str(year+1) + '-01-01') +ytd += contract.external_wages +remaining = rate.wage_limit_year - ytd +if remaining <= 0.0: + result = 0 +elif remaining < categories.BASIC: + result = remaining +else: + result = categories.BASIC + + + + + + + + ER: US-NC Unemployment + ER_US_NC_UNEMP + python + result = (contract.futa_type != contract.FUTA_TYPE_BASIC) + code + +rate = payslip.dict.get_rate('US_NC_UNEMP') +result_rate = -rate.rate +result = categories.WAGE_US_NC_UNEMP + +# result_rate of 0 implies 100% due to bug +if result_rate == 0.0: + result = 0.0 + + + + + + + + + EE: US-NC Income Tax Withholding + EE_US_NC_INC_WITHHOLD + python + result = True + code + +year = payslip.dict.date_to.year +wages = categories.GROSS +allowances = contract.nc_nc4_allowances +schedule_pay = contract.schedule_pay +val = 0.00 + + +# PST -> Portion of standard deduction +if year == 2018: + PST = 0.0 + allowance_multiplier = 0.0 + if 'weekly' == schedule_pay: + allowance_multiplier = 48.08 + if contract.nc_nc4_filing_status == 'head_household': + PST = 269.23 + else: + PST = 168.27 + elif 'bi-weekly' == schedule_pay: + allowance_multiplier = 96.15 + if contract.nc_nc4_filing_status == 'head_household': + PST = 538.46 + else: + PST = 336.54 + elif 'semi-monthly' == schedule_pay: + allowance_multiplier = 104.17 + if contract.nc_nc4_filing_status == 'head_household': + PST = 583.33 + else: + PST = 364.58 + elif 'monthly' == schedule_pay: + allowance_multiplier = 208.33 + if contract.nc_nc4_filing_status == 'head_household': + PST = 1166.67 + else: + PST = 729.17 + + else: + raise Exception('Invalid schedule_pay="' + schedule_pay + '" for NC Income Withholding calculation') + + # Algorithm derived from percentage method in https://files.nc.gov/ncdor/documents/files/nc-30_book_web.pdf + if contract.nc_nc4_filing_status == 'exempt': + result = 0 + else: + withholding = round(((wages - (PST + (allowance_multiplier * allowances))) * 0.05599) + contract.nc_nc4_additional_wh) + if withholding > 0.0: + result = - withholding + else: + result = 0 +else: + PST = 0.0 + allowance_multiplier = 0.0 + if 'weekly' == schedule_pay: + allowance_multiplier = 48.08 + if contract.nc_nc4_filing_status == 'head_household': + PST = 288.46 + else: + PST = 192.31 + elif 'bi-weekly' == schedule_pay: + allowance_multiplier = 96.15 + if contract.nc_nc4_filing_status == 'head_household': + PST = 576.92 + else: + PST = 384.62 + elif 'semi-monthly' == schedule_pay: + allowance_multiplier = 104.17 + if contract.nc_nc4_filing_status == 'head_household': + PST = 625.00 + else: + PST = 416.67 + elif 'monthly' == schedule_pay: + allowance_multiplier = 208.33 + if contract.nc_nc4_filing_status == 'head_household': + PST = 1250.00 + else: + PST = 833.33 + + else: + raise Exception('Invalid schedule_pay="' + schedule_pay + '" for NC Income Withholding calculation') + + # Algorithm derived from percentage method in https://files.nc.gov/ncdor/documents/files/nc-30_book_web.pdf + if contract.nc_nc4_filing_status == 'exempt': + result = 0 + else: + withholding = round(((wages - (PST + (allowance_multiplier * allowances))) * 0.0535) + contract.nc_nc4_additional_wh) + if withholding > 0.0: + result = - withholding + else: + result = 0 + + + + + + + diff --git a/l10n_us_nc_hr_payroll/models/__init__.py b/l10n_us_nc_hr_payroll/models/__init__.py new file mode 100644 index 00000000..e99aa24a --- /dev/null +++ b/l10n_us_nc_hr_payroll/models/__init__.py @@ -0,0 +1 @@ +from . import hr_payroll diff --git a/l10n_us_nc_hr_payroll/models/hr_payroll.py b/l10n_us_nc_hr_payroll/models/hr_payroll.py new file mode 100755 index 00000000..0746427c --- /dev/null +++ b/l10n_us_nc_hr_payroll/models/hr_payroll.py @@ -0,0 +1,17 @@ +from odoo import models, fields, api + + +class USNCHrContract(models.Model): + _inherit = 'hr.contract' + + nc_nc4_allowances = fields.Integer(string='North Carolina NC-4 Allowances', default=0) + nc_nc4_filing_status = fields.Selection([ + ('exempt', 'Exempt'), + ('single', 'Single'), + ('married', 'Married'), + ('surviving_spouse', 'Surviving Spouse'), + ('head_household', 'Head of Household') + ], string='NC Filing Status', default='single') + nc_nc4_additional_wh = fields.Float(string="Additional Witholding", default=0.0, + help="If you are filling out NC-4 NRA, this would be box 4; " \ + "otherwise box 2.") diff --git a/l10n_us_nc_hr_payroll/tests/__init__.py b/l10n_us_nc_hr_payroll/tests/__init__.py new file mode 100755 index 00000000..f5eee306 --- /dev/null +++ b/l10n_us_nc_hr_payroll/tests/__init__.py @@ -0,0 +1,2 @@ +from . import test_us_nc_payslip_2018 +from . import test_us_nc_payslip_2019 diff --git a/l10n_us_nc_hr_payroll/tests/test_us_nc_payslip_2018.py b/l10n_us_nc_hr_payroll/tests/test_us_nc_payslip_2018.py new file mode 100755 index 00000000..eb5079fe --- /dev/null +++ b/l10n_us_nc_hr_payroll/tests/test_us_nc_payslip_2018.py @@ -0,0 +1,378 @@ +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 TestUsNCPayslip(TestUsPayslip): + ### + # Taxes and Rates + ### + NC_UNEMP_MAX_WAGE = 23500.0 + NC_UNEMP = -0.6 / 100.0 + + + def test_2018_taxes_weekly(self): + salary = 5000.0 + schedule_pay = 'weekly' + # allowance_multiplier and Portion of Standard Deduction for weekly + allowance_multiplier = 48.08 + PST = 168.27 + + exemption = 1 + # Algorithm derived from percentage method in https://files.nc.gov/ncdor/documents/files/nc-30_book_web.pdf + + wh = -round((salary - (PST + (allowance_multiplier * exemption))) * 0.05599) + + employee = self._createEmployee() + + contract = self._createContract(employee, salary, struct_id=self.ref('l10n_us_nc_hr_payroll.hr_payroll_salary_structure_us_nc_employee'), schedule_pay=schedule_pay) + contract.nc_nc4_allowances = exemption + + self.assertEqual(contract.schedule_pay, 'weekly') + + self._log('2018 North Carolina tax first payslip weekly:') + payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['WAGE_US_NC_UNEMP'], salary) + self.assertPayrollEqual(cats['ER_US_NC_UNEMP'], cats['WAGE_US_NC_UNEMP'] * self.NC_UNEMP) + self.assertPayrollEqual(cats['EE_US_NC_INC_WITHHOLD'], wh) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + + remaining_NC_UNEMP_wages = self.NC_UNEMP_MAX_WAGE - salary if (self.NC_UNEMP_MAX_WAGE - 2*salary < salary) \ + else salary + + self._log('2018 North Carolina tax second payslip weekly:') + payslip = self._createPayslip(employee, '2018-02-01', '2018-02-28') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['WAGE_US_NC_UNEMP'], remaining_NC_UNEMP_wages) + self.assertPayrollEqual(cats['ER_US_NC_UNEMP'], remaining_NC_UNEMP_wages * self.NC_UNEMP) + + def test_2018_taxes_with_external_weekly(self): + salary = 5000.0 + external_wages = 30000.0 + + schedule_pay = 'weekly' + + employee = self._createEmployee() + + contract = self._createContract(employee, salary, external_wages=external_wages, + struct_id=self.ref('l10n_us_nc_hr_payroll.hr_payroll_salary_structure_us_nc_employee'), schedule_pay=schedule_pay) + + self._log('2018 NorthCarolina_external tax first payslip weekly:') + payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['WAGE_US_NC_UNEMP'], max(self.NC_UNEMP_MAX_WAGE - external_wages, 0.0)) + self.assertPayrollEqual(cats['ER_US_NC_UNEMP'], cats['WAGE_US_NC_UNEMP'] * self.NC_UNEMP) + + def test_2018_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_nc_hr_payroll.hr_payroll_salary_structure_us_nc_employee'), futa_type=USHrContract.FUTA_TYPE_BASIC, schedule_pay=schedule_pay) + + self._log('2018 North Carolina exempt tax first payslip weekly:') + payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats.get('WAGE_US_NC_UNEMP', 0.0), 0.0) + self.assertPayrollEqual(cats.get('ER_US_NC_UNEMP', 0.0), cats.get('WAGE_US_NC_UNEMP', 0.0) * self.NC_UNEMP) + + def test_2018_taxes_biweekly(self): + salary = 5000.0 + schedule_pay = 'bi-weekly' + # allowance_multiplier and Portion of Standard Deduction for weekly + allowance_multiplier = 96.15 + PST = 336.54 + + allowances = 2 + # Algorithm derived from percentage method in https://files.nc.gov/ncdor/documents/files/nc-30_book_web.pdf + + wh = -round((salary - (PST + (allowance_multiplier * allowances))) * 0.05599) + + employee = self._createEmployee() + + contract = self._createContract(employee, salary, struct_id=self.ref('l10n_us_nc_hr_payroll.hr_payroll_salary_structure_us_nc_employee'), schedule_pay=schedule_pay) + contract.nc_nc4_allowances = allowances + + self.assertEqual(contract.schedule_pay, 'bi-weekly') + + self._log('2018 North Carolina tax first payslip bi-weekly:') + payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['WAGE_US_NC_UNEMP'], salary) + self.assertPayrollEqual(cats['ER_US_NC_UNEMP'], cats['WAGE_US_NC_UNEMP'] * self.NC_UNEMP) + self.assertPayrollEqual(cats['EE_US_NC_INC_WITHHOLD'], wh) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + + remaining_NC_UNEMP_wages = self.NC_UNEMP_MAX_WAGE - salary if (self.NC_UNEMP_MAX_WAGE - 2*salary < salary) \ + else salary + + self._log('2018 North Carolina tax second payslip bi-weekly:') + payslip = self._createPayslip(employee, '2018-02-01', '2018-02-28') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['WAGE_US_NC_UNEMP'], remaining_NC_UNEMP_wages) + self.assertPayrollEqual(cats['ER_US_NC_UNEMP'], remaining_NC_UNEMP_wages * self.NC_UNEMP) + + def test_2018_taxes_semimonthly(self): + salary = 4000.0 + schedule_pay = 'semi-monthly' + nc_nc4_filing_status = 'head_household' + # allowance_multiplier and Portion of Standard Deduction for weekly + allowance_multiplier = 104.17 + PST = 583.33 + + allowances = 1 + # Algorithm derived from percentage method in https://files.nc.gov/ncdor/documents/files/nc-30_book_web.pdf + + wh = -round((salary - (PST + (allowance_multiplier * allowances))) * 0.05599) + + employee = self._createEmployee() + + contract = self._createContract(employee, salary, struct_id=self.ref( + 'l10n_us_nc_hr_payroll.hr_payroll_salary_structure_us_nc_employee'), schedule_pay=schedule_pay) + contract.nc_nc4_allowances = allowances + contract.nc_nc4_filing_status = nc_nc4_filing_status + + self.assertEqual(contract.schedule_pay, 'semi-monthly') + + self._log('2018 North Carolina tax first payslip:') + payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['WAGE_US_NC_UNEMP'], salary) + self.assertPayrollEqual(cats['ER_US_NC_UNEMP'], cats['WAGE_US_NC_UNEMP'] * self.NC_UNEMP) + self.assertPayrollEqual(cats['EE_US_NC_INC_WITHHOLD'], wh) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + + remaining_NC_UNEMP_wages = self.NC_UNEMP_MAX_WAGE - salary if (self.NC_UNEMP_MAX_WAGE - 2 * salary < salary) \ + else salary + + self._log('2018 North Carolina tax second payslip:') + payslip = self._createPayslip(employee, '2018-02-01', '2018-02-28') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['WAGE_US_NC_UNEMP'], remaining_NC_UNEMP_wages) + self.assertPayrollEqual(cats['ER_US_NC_UNEMP'], remaining_NC_UNEMP_wages * self.NC_UNEMP) + + def test_2018_taxes_monthly(self): + salary = 4000.0 + schedule_pay = 'monthly' + # allowance_multiplier and Portion of Standard Deduction for weekly + allowance_multiplier = 208.33 + PST = 729.17 + + allowances = 1 + # Algorithm derived from percentage method in https://files.nc.gov/ncdor/documents/files/nc-30_book_web.pdf + + wh = -round((salary - (PST + (allowance_multiplier * allowances))) * 0.05599) + + employee = self._createEmployee() + + contract = self._createContract(employee, salary, struct_id=self.ref( + 'l10n_us_nc_hr_payroll.hr_payroll_salary_structure_us_nc_employee'), schedule_pay=schedule_pay) + contract.nc_nc4_allowances = allowances + + self.assertEqual(contract.schedule_pay, 'monthly') + + self._log('2018 North Carolina tax first payslip:') + payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['WAGE_US_NC_UNEMP'], salary) + self.assertPayrollEqual(cats['ER_US_NC_UNEMP'], cats['WAGE_US_NC_UNEMP'] * self.NC_UNEMP) + self.assertPayrollEqual(cats['EE_US_NC_INC_WITHHOLD'], wh) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + + remaining_NC_UNEMP_wages = self.NC_UNEMP_MAX_WAGE - salary if ( + self.NC_UNEMP_MAX_WAGE - 2 * salary < salary) \ + else salary + + self._log('2018 North Carolina tax second payslip:') + payslip = self._createPayslip(employee, '2018-02-01', '2018-02-28') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['WAGE_US_NC_UNEMP'], remaining_NC_UNEMP_wages) + self.assertPayrollEqual(cats['ER_US_NC_UNEMP'], remaining_NC_UNEMP_wages * self.NC_UNEMP) + + def test_tax_exempt(self): + salary = 4000.0 + wh = 0 + schedule_pay = 'weekly' + excemptions = 1 + + employee = self._createEmployee() + + contract = self._createContract(employee, salary, struct_id=self.ref( + 'l10n_us_nc_hr_payroll.hr_payroll_salary_structure_us_nc_employee'), schedule_pay=schedule_pay) + contract.nc_nc4_allowances = excemptions + contract.nc_nc4_filing_status = 'exempt' + + self.assertEqual(contract.schedule_pay, 'weekly') + + self._log('2018 North Carolina tax first payslip:') + payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['WAGE_US_NC_UNEMP'], salary) + self.assertPayrollEqual(cats['ER_US_NC_UNEMP'], cats['WAGE_US_NC_UNEMP'] * self.NC_UNEMP) + self.assertPayrollEqual(cats['EE_US_NC_INC_WITHHOLD'], wh) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + + remaining_NC_UNEMP_wages = self.NC_UNEMP_MAX_WAGE - salary if ( + self.NC_UNEMP_MAX_WAGE - 2 * salary < salary) \ + else salary + + self._log('2018 North Carolina tax second payslip:') + payslip = self._createPayslip(employee, '2018-02-01', '2018-02-28') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['WAGE_US_NC_UNEMP'], remaining_NC_UNEMP_wages) + self.assertPayrollEqual(cats['ER_US_NC_UNEMP'], remaining_NC_UNEMP_wages * self.NC_UNEMP) + + def test_additional_withholding(self): + salary = 4000.0 + schedule_pay = 'weekly' + # allowance_multiplier and Portion of Standard Deduction for weekly + allowance_multiplier = 48.08 + PST = 168.27 + additional_wh = 40.0 + + #4000 - (168.27 + (48.08 * 1) + + allowances = 1 + # Algorithm derived from percentage method in https://files.nc.gov/ncdor/documents/files/nc-30_book_web.pdf + + wh = -round(((salary - (PST + (allowance_multiplier * allowances))) * 0.05599) + additional_wh) + + employee = self._createEmployee() + + contract = self._createContract(employee, + salary, + struct_id=self.ref('l10n_us_nc_hr_payroll.hr_payroll_salary_structure_us_nc_employee'), + schedule_pay=schedule_pay) + contract.w4_is_nonresident_alien = True + contract.nc_nc4_additional_wh = additional_wh + contract.nc_nc4_allowances = allowances + + self.assertEqual(contract.schedule_pay, 'weekly') + self.assertEqual(contract.w4_is_nonresident_alien, True) + + self._log('2018 North Carolina tax first payslip weekly:') + payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['WAGE_US_NC_UNEMP'], salary) + self.assertPayrollEqual(cats['ER_US_NC_UNEMP'], cats['WAGE_US_NC_UNEMP'] * self.NC_UNEMP) + self.assertPayrollEqual(cats['EE_US_NC_INC_WITHHOLD'], wh) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + + remaining_NC_UNEMP_wages = self.NC_UNEMP_MAX_WAGE - salary if (self.NC_UNEMP_MAX_WAGE - 2 * salary < salary) \ + else salary + + self._log('2018 North Carolina tax second payslip weekly:') + payslip = self._createPayslip(employee, '2018-02-01', '2018-02-28') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['WAGE_US_NC_UNEMP'], remaining_NC_UNEMP_wages) + self.assertPayrollEqual(cats['ER_US_NC_UNEMP'], remaining_NC_UNEMP_wages * self.NC_UNEMP) + + def test_underflow(self): + salary = 150.0 + schedule_pay = 'weekly' + # allowance_multiplier and Portion of Standard Deduction for weekly + allowance_multiplier = 48.08 + PST = 168.27 + + exemption = 1 + + # Withholding should be 0, since pay is so low it's less than PST. + wh = 0.0 + + employee = self._createEmployee() + + contract = self._createContract(employee, salary, struct_id=self.ref( + 'l10n_us_nc_hr_payroll.hr_payroll_salary_structure_us_nc_employee'), schedule_pay=schedule_pay) + contract.nc_nc4_allowances = exemption + + self.assertEqual(contract.schedule_pay, 'weekly') + + self._log('2018 North Carolina tax first payslip weekly:') + payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['WAGE_US_NC_UNEMP'], salary) + self.assertPayrollEqual(cats['ER_US_NC_UNEMP'], cats['WAGE_US_NC_UNEMP'] * self.NC_UNEMP) + self.assertPayrollEqual(cats['EE_US_NC_INC_WITHHOLD'], wh) + + process_payslip(payslip) diff --git a/l10n_us_nc_hr_payroll/tests/test_us_nc_payslip_2019.py b/l10n_us_nc_hr_payroll/tests/test_us_nc_payslip_2019.py new file mode 100755 index 00000000..2b30e8c1 --- /dev/null +++ b/l10n_us_nc_hr_payroll/tests/test_us_nc_payslip_2019.py @@ -0,0 +1,379 @@ +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 TestUsNCPayslip(TestUsPayslip): + ### + # Taxes and Rates + ### + NC_UNEMP_MAX_WAGE = 24300.0 + NC_UNEMP = -1.0 / 100.0 + NC_INC_TAX = -0.0535 + + + def test_2019_taxes_weekly(self): + salary = 5000.0 + schedule_pay = 'weekly' + # allowance_multiplier and Portion of Standard Deduction for weekly + allowance_multiplier = 48.08 + PST = 192.31 + + exemption = 1 + # Algorithm derived from percentage method in https://files.nc.gov/ncdor/documents/files/nc-30_book_web.pdf + + wh = -round((salary - (PST + (allowance_multiplier * exemption))) * -self.NC_INC_TAX) + + employee = self._createEmployee() + + contract = self._createContract(employee, salary, struct_id=self.ref('l10n_us_nc_hr_payroll.hr_payroll_salary_structure_us_nc_employee'), schedule_pay=schedule_pay) + contract.nc_nc4_allowances = exemption + + self.assertEqual(contract.schedule_pay, 'weekly') + + self._log('2019 North Carolina tax first payslip weekly:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['WAGE_US_NC_UNEMP'], salary) + self.assertPayrollEqual(cats['ER_US_NC_UNEMP'], cats['WAGE_US_NC_UNEMP'] * self.NC_UNEMP) + self.assertPayrollEqual(cats['EE_US_NC_INC_WITHHOLD'], wh) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + + remaining_NC_UNEMP_wages = self.NC_UNEMP_MAX_WAGE - salary if (self.NC_UNEMP_MAX_WAGE - 2*salary < salary) \ + else salary + + self._log('2019 North Carolina 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_NC_UNEMP'], remaining_NC_UNEMP_wages) + self.assertPayrollEqual(cats['ER_US_NC_UNEMP'], remaining_NC_UNEMP_wages * self.NC_UNEMP) + + def test_2019_taxes_with_external_weekly(self): + salary = 5000.0 + external_wages = 30000.0 + + schedule_pay = 'weekly' + + employee = self._createEmployee() + + contract = self._createContract(employee, salary, external_wages=external_wages, + struct_id=self.ref('l10n_us_nc_hr_payroll.hr_payroll_salary_structure_us_nc_employee'), schedule_pay=schedule_pay) + + self._log('2019 NorthCarolina_external tax first payslip weekly:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['WAGE_US_NC_UNEMP'], max(self.NC_UNEMP_MAX_WAGE - external_wages, 0.0)) + self.assertPayrollEqual(cats['ER_US_NC_UNEMP'], cats['WAGE_US_NC_UNEMP'] * self.NC_UNEMP) + + def test_2019_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_nc_hr_payroll.hr_payroll_salary_structure_us_nc_employee'), futa_type=USHrContract.FUTA_TYPE_BASIC, schedule_pay=schedule_pay) + + self._log('2019 North Carolina exempt tax first payslip weekly:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats.get('WAGE_US_NC_UNEMP', 0.0), 0.0) + self.assertPayrollEqual(cats.get('ER_US_NC_UNEMP', 0.0), cats.get('WAGE_US_NC_UNEMP', 0.0) * self.NC_UNEMP) + + def test_2019_taxes_biweekly(self): + salary = 5000.0 + schedule_pay = 'bi-weekly' + # allowance_multiplier and Portion of Standard Deduction for weekly + allowance_multiplier = 96.15 + PST = 384.62 + + allowances = 2 + # Algorithm derived from percentage method in https://files.nc.gov/ncdor/documents/files/nc-30_book_web.pdf + + wh = -round((salary - (PST + (allowance_multiplier * allowances))) * -self.NC_INC_TAX) + + employee = self._createEmployee() + + contract = self._createContract(employee, salary, struct_id=self.ref('l10n_us_nc_hr_payroll.hr_payroll_salary_structure_us_nc_employee'), schedule_pay=schedule_pay) + contract.nc_nc4_allowances = allowances + + self.assertEqual(contract.schedule_pay, 'bi-weekly') + + self._log('2019 North Carolina 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['WAGE_US_NC_UNEMP'], salary) + self.assertPayrollEqual(cats['ER_US_NC_UNEMP'], cats['WAGE_US_NC_UNEMP'] * self.NC_UNEMP) + self.assertPayrollEqual(cats['EE_US_NC_INC_WITHHOLD'], wh) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + + remaining_NC_UNEMP_wages = self.NC_UNEMP_MAX_WAGE - salary if (self.NC_UNEMP_MAX_WAGE - 2*salary < salary) \ + else salary + + self._log('2019 North Carolina 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['WAGE_US_NC_UNEMP'], remaining_NC_UNEMP_wages) + self.assertPayrollEqual(cats['ER_US_NC_UNEMP'], remaining_NC_UNEMP_wages * self.NC_UNEMP) + + def test_2019_taxes_semimonthly(self): + salary = 4000.0 + schedule_pay = 'semi-monthly' + nc_nc4_filing_status = 'head_household' + # allowance_multiplier and Portion of Standard Deduction for weekly + allowance_multiplier = 104.17 + PST = 625.00 + + allowances = 1 + # Algorithm derived from percentage method in https://files.nc.gov/ncdor/documents/files/nc-30_book_web.pdf + + wh = -round((salary - (PST + (allowance_multiplier * allowances))) * -self.NC_INC_TAX) + + employee = self._createEmployee() + + contract = self._createContract(employee, salary, struct_id=self.ref( + 'l10n_us_nc_hr_payroll.hr_payroll_salary_structure_us_nc_employee'), schedule_pay=schedule_pay) + contract.nc_nc4_allowances = allowances + contract.nc_nc4_filing_status = nc_nc4_filing_status + + self.assertEqual(contract.schedule_pay, 'semi-monthly') + + self._log('2019 North Carolina 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_NC_UNEMP'], salary) + self.assertPayrollEqual(cats['ER_US_NC_UNEMP'], cats['WAGE_US_NC_UNEMP'] * self.NC_UNEMP) + self.assertPayrollEqual(cats['EE_US_NC_INC_WITHHOLD'], wh) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + + remaining_NC_UNEMP_wages = self.NC_UNEMP_MAX_WAGE - salary if (self.NC_UNEMP_MAX_WAGE - 2 * salary < salary) \ + else salary + + self._log('2019 North Carolina 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_NC_UNEMP'], remaining_NC_UNEMP_wages) + self.assertPayrollEqual(cats['ER_US_NC_UNEMP'], remaining_NC_UNEMP_wages * self.NC_UNEMP) + + def test_2019_taxes_monthly(self): + salary = 4000.0 + schedule_pay = 'monthly' + # allowance_multiplier and Portion of Standard Deduction for weekly + allowance_multiplier = 208.33 + PST = 833.33 + + allowances = 1 + # Algorithm derived from percentage method in https://files.nc.gov/ncdor/documents/files/nc-30_book_web.pdf + + wh = -round((salary - (PST + (allowance_multiplier * allowances))) * -self.NC_INC_TAX) + + employee = self._createEmployee() + + contract = self._createContract(employee, salary, struct_id=self.ref( + 'l10n_us_nc_hr_payroll.hr_payroll_salary_structure_us_nc_employee'), schedule_pay=schedule_pay) + contract.nc_nc4_allowances = allowances + + self.assertEqual(contract.schedule_pay, 'monthly') + + self._log('2019 North Carolina 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_NC_UNEMP'], salary) + self.assertPayrollEqual(cats['ER_US_NC_UNEMP'], cats['WAGE_US_NC_UNEMP'] * self.NC_UNEMP) + self.assertPayrollEqual(cats['EE_US_NC_INC_WITHHOLD'], wh) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + + remaining_NC_UNEMP_wages = self.NC_UNEMP_MAX_WAGE - salary if ( + self.NC_UNEMP_MAX_WAGE - 2 * salary < salary) \ + else salary + + self._log('2019 North Carolina 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_NC_UNEMP'], remaining_NC_UNEMP_wages) + self.assertPayrollEqual(cats['ER_US_NC_UNEMP'], remaining_NC_UNEMP_wages * self.NC_UNEMP) + + def test_tax_exempt(self): + salary = 4000.0 + wh = 0 + schedule_pay = 'weekly' + excemptions = 1 + + employee = self._createEmployee() + + contract = self._createContract(employee, salary, struct_id=self.ref( + 'l10n_us_nc_hr_payroll.hr_payroll_salary_structure_us_nc_employee'), schedule_pay=schedule_pay) + contract.nc_nc4_allowances = excemptions + contract.nc_nc4_filing_status = 'exempt' + + self.assertEqual(contract.schedule_pay, 'weekly') + + self._log('2019 North Carolina 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_NC_UNEMP'], salary) + self.assertPayrollEqual(cats['ER_US_NC_UNEMP'], cats['WAGE_US_NC_UNEMP'] * self.NC_UNEMP) + self.assertPayrollEqual(cats['EE_US_NC_INC_WITHHOLD'], wh) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + + remaining_NC_UNEMP_wages = self.NC_UNEMP_MAX_WAGE - salary if ( + self.NC_UNEMP_MAX_WAGE - 2 * salary < salary) \ + else salary + + self._log('2019 North Carolina 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_NC_UNEMP'], remaining_NC_UNEMP_wages) + self.assertPayrollEqual(cats['ER_US_NC_UNEMP'], remaining_NC_UNEMP_wages * self.NC_UNEMP) + + def test_additional_withholding(self): + salary = 4000.0 + schedule_pay = 'weekly' + # allowance_multiplier and Portion of Standard Deduction for weekly + allowance_multiplier = 48.08 + PST = 192.31 + additional_wh = 40.0 + + #4000 - (168.27 + (48.08 * 1) + + allowances = 1 + # Algorithm derived from percentage method in https://files.nc.gov/ncdor/documents/files/nc-30_book_web.pdf + + wh = -round(((salary - (PST + (allowance_multiplier * allowances))) * -self.NC_INC_TAX) + additional_wh) + + employee = self._createEmployee() + + contract = self._createContract(employee, + salary, + struct_id=self.ref('l10n_us_nc_hr_payroll.hr_payroll_salary_structure_us_nc_employee'), + schedule_pay=schedule_pay) + contract.w4_is_nonresident_alien = True + contract.nc_nc4_additional_wh = additional_wh + contract.nc_nc4_allowances = allowances + + self.assertEqual(contract.schedule_pay, 'weekly') + self.assertEqual(contract.w4_is_nonresident_alien, True) + + self._log('2019 North Carolina tax first payslip weekly:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['WAGE_US_NC_UNEMP'], salary) + self.assertPayrollEqual(cats['ER_US_NC_UNEMP'], cats['WAGE_US_NC_UNEMP'] * self.NC_UNEMP) + self.assertPayrollEqual(cats['EE_US_NC_INC_WITHHOLD'], wh) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + + remaining_NC_UNEMP_wages = self.NC_UNEMP_MAX_WAGE - salary if (self.NC_UNEMP_MAX_WAGE - 2 * salary < salary) \ + else salary + + self._log('2019 North Carolina 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_NC_UNEMP'], remaining_NC_UNEMP_wages) + self.assertPayrollEqual(cats['ER_US_NC_UNEMP'], remaining_NC_UNEMP_wages * self.NC_UNEMP) + + def test_underflow(self): + salary = 150.0 + schedule_pay = 'weekly' + # allowance_multiplier and Portion of Standard Deduction for weekly + allowance_multiplier = 48.08 + PST = 192.31 + + exemption = 1 + + # Withholding should be 0, since pay is so low it's less than PST. + wh = 0.0 + + employee = self._createEmployee() + + contract = self._createContract(employee, salary, struct_id=self.ref( + 'l10n_us_nc_hr_payroll.hr_payroll_salary_structure_us_nc_employee'), schedule_pay=schedule_pay) + contract.nc_nc4_allowances = exemption + + self.assertEqual(contract.schedule_pay, 'weekly') + + self._log('2019 North Carolina tax first payslip weekly:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['WAGE_US_NC_UNEMP'], salary) + self.assertPayrollEqual(cats['ER_US_NC_UNEMP'], cats['WAGE_US_NC_UNEMP'] * self.NC_UNEMP) + self.assertPayrollEqual(cats['EE_US_NC_INC_WITHHOLD'], wh) + + process_payslip(payslip) diff --git a/l10n_us_nc_hr_payroll/views/hr_payroll_views.xml b/l10n_us_nc_hr_payroll/views/hr_payroll_views.xml new file mode 100755 index 00000000..ef850399 --- /dev/null +++ b/l10n_us_nc_hr_payroll/views/hr_payroll_views.xml @@ -0,0 +1,22 @@ + + + + + hr.contract.form.inherit + hr.contract + 128 + + + + + + + + + + + + + + +