diff --git a/l10n_us_mt_hr_payroll/README.rst b/l10n_us_mt_hr_payroll/README.rst new file mode 100644 index 00000000..d7719869 --- /dev/null +++ b/l10n_us_mt_hr_payroll/README.rst @@ -0,0 +1,24 @@ +********************************** +Hibou - US Payroll - Montana State +********************************** + +Calculations and contribution registers for Montana State Payroll. + +For more information and add-ons, visit `Hibou.io `_. + +============= +Main Features +============= + +* New Partners and Contribution Registers for: + * Montana Department of Revenue + * Montana Department of Labor & Industry +* Contract level Montana Exemptions and MW-4 fields +* Payroll Rate for Montana L&I Unemployment Rate + + +======= +License +======= +Please see `LICENSE `_. +Copyright Hibou Corp. 2019 diff --git a/l10n_us_mt_hr_payroll/__init__.py b/l10n_us_mt_hr_payroll/__init__.py new file mode 100755 index 00000000..0650744f --- /dev/null +++ b/l10n_us_mt_hr_payroll/__init__.py @@ -0,0 +1 @@ +from . import models diff --git a/l10n_us_mt_hr_payroll/__manifest__.py b/l10n_us_mt_hr_payroll/__manifest__.py new file mode 100755 index 00000000..64883a44 --- /dev/null +++ b/l10n_us_mt_hr_payroll/__manifest__.py @@ -0,0 +1,28 @@ +{ + 'name': 'USA - Montana - Payroll', + 'author': 'Hibou Corp. ', + 'license': 'AGPL-3', + 'category': 'Localization', + 'depends': ['l10n_us_hr_payroll'], + 'version': '12.0.2019.0.0', + 'description': """ +USA::Montana Payroll Rules. +=========================== + +* New Partners and Contribution Registers for: + * Montana Department of Revenue + * Montana Department of Labor & Industry +* Contract level Montana Exemptions and MW-4 fields +* Payroll Rate for Montana L&I 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_mt_hr_payroll/data/base.xml b/l10n_us_mt_hr_payroll/data/base.xml new file mode 100755 index 00000000..95d98f01 --- /dev/null +++ b/l10n_us_mt_hr_payroll/data/base.xml @@ -0,0 +1,44 @@ + + + + + Montana Department of Labor & Industries + 1 + + + + Montana Department of Revenue + 1 + + + + Montana Unemployment + Montana Department of Labor & Industries + + + + Montana Income Tax Withholding + Montana Department of Revenue - Income Tax Withholding + + + + + + + Wage: US-MT Unemployment + WAGE_US_MT_UNEMP + + + + ER: US-MT Unemployment + ER_US_MT_UNEMP + + + + + EE: US-MT Income Withholding + EE_US_MT_INC_WITHHOLD + + + + diff --git a/l10n_us_mt_hr_payroll/data/final.xml b/l10n_us_mt_hr_payroll/data/final.xml new file mode 100755 index 00000000..043fb4d6 --- /dev/null +++ b/l10n_us_mt_hr_payroll/data/final.xml @@ -0,0 +1,17 @@ + + + + + + US_MT_EMP + USA Montana Employee + + + + + + diff --git a/l10n_us_mt_hr_payroll/data/rates.xml b/l10n_us_mt_hr_payroll/data/rates.xml new file mode 100644 index 00000000..d4819123 --- /dev/null +++ b/l10n_us_mt_hr_payroll/data/rates.xml @@ -0,0 +1,12 @@ + + + + + US Montana Unemployment + US_MT_UNEMP + 1.18 + 2019-01-01 + + + + \ No newline at end of file diff --git a/l10n_us_mt_hr_payroll/data/rules.xml b/l10n_us_mt_hr_payroll/data/rules.xml new file mode 100755 index 00000000..37f39c47 --- /dev/null +++ b/l10n_us_mt_hr_payroll/data/rules.xml @@ -0,0 +1,126 @@ + + + + + + + + Wage: US-MT Unemployment + WAGE_US_MT_UNEMP + python + result = (contract.futa_type != contract.FUTA_TYPE_BASIC) + code + +### +year = payslip.dict.date_to.year +rate = payslip.dict.get_rate('US_MT_UNEMP') +ytd = payslip.sum('WAGE_US_MT_UNEMP', 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-MT Unemployment + ER_US_MT_UNEMP + python + result = (contract.futa_type != contract.FUTA_TYPE_BASIC) + code + +rate = payslip.dict.get_rate('US_MT_UNEMP') +result_rate = -rate.rate +result = categories.WAGE_US_MT_UNEMP + +# result_rate of 0 implies 100% due to bug +if result_rate == 0.0: + result = 0.0 + + + + + + + + + EE: US-MT Income Withholding + EE_US_MT_INC_WITHHOLD + python + result = not contract.mt_mw4_exempt + code + +year = payslip.dict.date_to.year +G = categories.GROSS +N = contract.mt_mw4_exemptions +additional = contract.mt_mw4_additional_withholding +schedule_pay = contract.schedule_pay +result = 0.00 +float_max = float('inf') + +if year == 2019 or True: + if schedule_pay == 'weekly': + bracket = [ + (135.0, 0.0, 1.80, 0.0), + (288.0, 2.0, 4.40, 135.0), + (2308.0, 9.0, 6.00, 288.0), + (float_max, 130.0, 6.60, 2308.0), + ] + exemption_rate = 37.0 + elif schedule_pay == 'bi-weekly': + bracket = [ + (269.0, 0.0, 1.80, 0.0), + (577.0, 5.0, 4.40, 269.0), + (4615.0, 18.0, 6.00, 577.0), + (float_max, 261.0, 6.60, 4615.0), + ] + exemption_rate = 73.0 + elif schedule_pay == 'semi-monthly': + bracket = [ + (292.0, 0.0, 1.80, 0.0), + (625.0, 5.0, 4.40, 292.0), + (5000.0, 20.0, 6.00, 625.0), + (float_max, 282.0, 6.60, 5000.0), + ] + exemption_rate = 79.0 + elif schedule_pay == 'monthly': + bracket = [ + (583.0, 0.0, 1.80, 0.0), + (1250.0, 11.0, 4.40, 583.0), + (10000.0, 40.0, 6.00, 1250.0), + (float_max, 565.0, 6.60, 10000.0), + ] + exemption_rate = 158.0 + elif schedule_pay == 'annually': + bracket = [ + (7000.0, 0.0, 1.80, 0.0), + (15000.0, 126.0, 4.40, 7000.0), + (120000.0, 478.0, 6.00, 15000.0), + (float_max, 6778.0, 6.60, 120000.0), + ] + exemption_rate = 1900.0 + else: + raise Exception('Invalid schedule_pay=' + schedule_pay + ' for MT Income Withholding') + + T = G - (exemption_rate * N) + if T <= 0.0: + result = 0.0 + else: + for data in bracket: + if T < data[0]: + result = round(data[1] + ((data[2] / 100.0) * (T - data[3]))) + break + +result += additional +result = -result + + + + + diff --git a/l10n_us_mt_hr_payroll/models/__init__.py b/l10n_us_mt_hr_payroll/models/__init__.py new file mode 100644 index 00000000..e99aa24a --- /dev/null +++ b/l10n_us_mt_hr_payroll/models/__init__.py @@ -0,0 +1 @@ +from . import hr_payroll diff --git a/l10n_us_mt_hr_payroll/models/hr_payroll.py b/l10n_us_mt_hr_payroll/models/hr_payroll.py new file mode 100755 index 00000000..be1ce49e --- /dev/null +++ b/l10n_us_mt_hr_payroll/models/hr_payroll.py @@ -0,0 +1,17 @@ +from odoo import models, fields + + +class USMTHrContract(models.Model): + _inherit = 'hr.contract' + + mt_mw4_exemptions = fields.Integer(string='Montana MW-4 Exemptions', default=0, + help='Box G') + mt_mw4_additional_withholding = fields.Float(string="Montana MW-4 Additional Withholding", default=0.0, + help='Box H') + mt_mw4_exempt = fields.Selection([ + ('', 'Not Exempt'), + ('tribe', 'Registered Tribe'), + ('reserve', 'Reserve or National Guard'), + ('north_dakota', 'North Dakota'), + ('montana_for_marriage', 'Montana for Marriage'), + ], string='Exemption from Montana Withholding', default='', help='Section 2') diff --git a/l10n_us_mt_hr_payroll/tests/__init__.py b/l10n_us_mt_hr_payroll/tests/__init__.py new file mode 100755 index 00000000..52aa2a64 --- /dev/null +++ b/l10n_us_mt_hr_payroll/tests/__init__.py @@ -0,0 +1 @@ +from . import test_us_mt_payslip_2019 diff --git a/l10n_us_mt_hr_payroll/tests/test_us_mt_payslip_2019.py b/l10n_us_mt_hr_payroll/tests/test_us_mt_payslip_2019.py new file mode 100755 index 00000000..c17b5364 --- /dev/null +++ b/l10n_us_mt_hr_payroll/tests/test_us_mt_payslip_2019.py @@ -0,0 +1,129 @@ +from odoo.addons.l10n_us_hr_payroll.tests.test_us_payslip import TestUsPayslip, process_payslip + + +class TestUsMtPayslip(TestUsPayslip): + # Calculations from https://app.mt.gov/myrevenue/Endpoint/DownloadPdf?yearId=705 + MT_UNEMP = -1.18 / 100.0 + + def test_2019_taxes_one(self): + # Payroll Period Semi-Monthly example + salary = 550 + mt_mw4_exemptions = 5 + + employee = self._createEmployee() + contract = self._createContract(employee, salary, struct_id=self.ref('l10n_us_mt_hr_payroll.hr_payroll_salary_structure_us_mt_employee'), + schedule_pay='semi-monthly') + contract.mt_mw4_exemptions = mt_mw4_exemptions + + self._log('2019 Montana tax single first payslip:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['WAGE_US_MT_UNEMP'], salary) + self.assertPayrollEqual(cats['ER_US_MT_UNEMP'], cats['WAGE_US_MT_UNEMP'] * self.MT_UNEMP) + + mt_taxable_income = salary - (79.0 * mt_mw4_exemptions) + mt_withhold = round(0 + (0.018 * (mt_taxable_income - 0))) + self.assertPayrollEqual(mt_taxable_income, 155.0) + self.assertPayrollEqual(mt_withhold, 3.0) + self.assertPayrollEqual(cats['EE_US_MT_INC_WITHHOLD'], -mt_withhold) + + def test_2019_taxes_two(self): + # Payroll Period Bi-Weekly example + salary = 2950 + mt_mw4_exemptions = 2 + + employee = self._createEmployee() + contract = self._createContract(employee, salary, struct_id=self.ref('l10n_us_mt_hr_payroll.hr_payroll_salary_structure_us_mt_employee'), + schedule_pay='bi-weekly') + contract.mt_mw4_exemptions = mt_mw4_exemptions + + self._log('2019 Montana tax single first payslip:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['WAGE_US_MT_UNEMP'], salary) + self.assertPayrollEqual(cats['ER_US_MT_UNEMP'], cats['WAGE_US_MT_UNEMP'] * self.MT_UNEMP) + + # Note!! + # The example calculation uses A = 16 but the actual table describes this as A = 18 + mt_taxable_income = salary - (73.0 * mt_mw4_exemptions) + mt_withhold = round(18 + (0.06 * (mt_taxable_income - 577))) + self.assertPayrollEqual(mt_taxable_income, 2804.0) + self.assertPayrollEqual(mt_withhold, 152.0) + self.assertPayrollEqual(cats['EE_US_MT_INC_WITHHOLD'], -mt_withhold) + + def test_2019_taxes_three(self): + # Payroll Period Weekly example + salary = 135 + mt_mw4_exemptions = 1 + + employee = self._createEmployee() + contract = self._createContract(employee, salary, struct_id=self.ref('l10n_us_mt_hr_payroll.hr_payroll_salary_structure_us_mt_employee'), + schedule_pay='weekly') + contract.mt_mw4_exemptions = mt_mw4_exemptions + + self._log('2019 Montana tax single first payslip:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['WAGE_US_MT_UNEMP'], salary) + self.assertPayrollEqual(cats['ER_US_MT_UNEMP'], cats['WAGE_US_MT_UNEMP'] * self.MT_UNEMP) + + mt_taxable_income = salary - (37.0 * mt_mw4_exemptions) + mt_withhold = round(0 + (0.018 * (mt_taxable_income - 0))) + self.assertPayrollEqual(mt_taxable_income, 98.0) + self.assertPayrollEqual(mt_withhold, 2.0) + self.assertPayrollEqual(cats['EE_US_MT_INC_WITHHOLD'], -mt_withhold) + + def test_2019_taxes_three_exempt(self): + # Payroll Period Weekly example + salary = 135 + mt_mw4_exemptions = 1 + + employee = self._createEmployee() + contract = self._createContract(employee, salary, struct_id=self.ref('l10n_us_mt_hr_payroll.hr_payroll_salary_structure_us_mt_employee'), + schedule_pay='weekly') + contract.mt_mw4_exemptions = mt_mw4_exemptions + contract.mt_mw4_exempt = 'reserve' + + self._log('2019 Montana tax single first payslip:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + self.assertPayrollEqual(cats.get('EE_US_MT_INC_WITHHOLD', 0.0), 0.0) + + def test_2019_taxes_three_additional(self): + # Payroll Period Weekly example + salary = 135 + mt_mw4_exemptions = 1 + mt_mw4_additional_withholding = 20.0 + + employee = self._createEmployee() + contract = self._createContract(employee, salary, struct_id=self.ref('l10n_us_mt_hr_payroll.hr_payroll_salary_structure_us_mt_employee'), + schedule_pay='weekly') + contract.mt_mw4_exemptions = mt_mw4_exemptions + contract.mt_mw4_additional_withholding = mt_mw4_additional_withholding + + self._log('2019 Montana tax single first payslip:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + + payslip.compute_sheet() + cats = self._getCategories(payslip) + + mt_taxable_income = salary - (37.0 * mt_mw4_exemptions) + mt_withhold = round(0 + (0.018 * (mt_taxable_income - 0))) + self.assertPayrollEqual(mt_taxable_income, 98.0) + self.assertPayrollEqual(mt_withhold, 2.0) + self.assertPayrollEqual(cats['EE_US_MT_INC_WITHHOLD'], -mt_withhold + -mt_mw4_additional_withholding) diff --git a/l10n_us_mt_hr_payroll/views/hr_payroll_views.xml b/l10n_us_mt_hr_payroll/views/hr_payroll_views.xml new file mode 100755 index 00000000..99f8dbac --- /dev/null +++ b/l10n_us_mt_hr_payroll/views/hr_payroll_views.xml @@ -0,0 +1,22 @@ + + + + + hr.contract.form.inherit + hr.contract + 139 + + + + + + + + + + + + + + +