diff --git a/l10n_us_oh_hr_payroll/README.rst b/l10n_us_oh_hr_payroll/README.rst new file mode 100644 index 00000000..1312b209 --- /dev/null +++ b/l10n_us_oh_hr_payroll/README.rst @@ -0,0 +1,68 @@ +******************************* +Hibou - US Payroll - Ohio State +******************************* + +Calculations and contribution registers for Ohio State Payroll. + +For more information and add-ons, visit `Hibou.io `_. + +============= +Main Features +============= + +* New Ohio Department of Revenue partner +* Contribution Registers for: + * Ohio Department of Revenue - Unemployment + * Ohio Department of Revenue - Income Tax withholding +* Contract level Ohio Withholding Allowance +* Company level Ohio Unemployment Rate + +.. image:: https://user-images.githubusercontent.com/15882954/41481725-e1cbd3c4-7087-11e8-8bf7-84843bb2f943.png + :alt: 'Employee Contract Detail' + :width: 988 + :align: left + +USA Ohio Employee added to Contract Salary Structure Menu + +.. image:: https://user-images.githubusercontent.com/15882954/41481743-f1eceb4e-7087-11e8-8d09-dd45551a3fa4.png + :alt: 'Computed Pay Slip Detail' + :width: 988 + :align: left + +New Payslip Categories for: + +* Ohio Income Withholding +* Ohio Unemployment - Wages +* Ohio Unemployment + +Upgrading to 2019 +========================== + +If you were using this prior to January 2019, then you will need to run the following +migration script. + +Odoo Shell code:: + + def migrate_rule_name(rule_id): + main = env.ref(rule_id) + old_2017 = env.ref(rule_id.replace('2018', '2017')) + old_2016 = env.ref(rule_id.replace('2018', '2016')) + lines = env['hr.payslip.line'].search([('salary_rule_id', 'in', [old_2017.id, old_2016.id,])]) + lines.write({'salary_rule_id': main.id}) + + rules = [ + 'l10n_us_oh_hr_payroll.hr_payroll_rules_oh_unemp_wages_2018', + 'l10n_us_oh_hr_payroll.hr_payroll_rules_oh_unemp_2018', + 'l10n_us_oh_hr_payroll.hr_payroll_rules_oh_inc_withhold_2018', + ] + for rule_id in rules: + migrate_rule_name(rule_id) + + env.cr.commit() + + +======= +License +======= +Please see `LICENSE `_. +Copyright Hibou Corp. 2018 diff --git a/l10n_us_oh_hr_payroll/__init__.py b/l10n_us_oh_hr_payroll/__init__.py index 7b4348b8..c7b5ac7e 100755 --- a/l10n_us_oh_hr_payroll/__init__.py +++ b/l10n_us_oh_hr_payroll/__init__.py @@ -1,3 +1,3 @@ # -*- coding: utf-8 -*- -import hr_payroll \ No newline at end of file +import models diff --git a/l10n_us_oh_hr_payroll/__openerp__.py b/l10n_us_oh_hr_payroll/__openerp__.py index d9242e4d..7b898141 100755 --- a/l10n_us_oh_hr_payroll/__openerp__.py +++ b/l10n_us_oh_hr_payroll/__openerp__.py @@ -5,7 +5,7 @@ 'license': 'AGPL-3', 'category': 'Localization', 'depends': ['l10n_us_hr_payroll'], - 'version': '2017.0.0', + 'version': '10.0.2019.0.0', 'description': """ USA::Ohio Payroll Rules. ======================== @@ -20,11 +20,10 @@ USA::Ohio Payroll Rules. 'auto_install': False, 'website': 'https://hibou.io/', 'data':[ - 'hr_payroll_view.xml', + 'views/hr_payroll_views.xml', 'data/base.xml', - 'data/rules_2016.xml', - 'data/rules_2017.xml', - 'data/rules_2018.xml', + 'data/rates.xml', + 'data/rules.xml', 'data/final.xml', ], 'installable': True diff --git a/l10n_us_oh_hr_payroll/data/base.xml b/l10n_us_oh_hr_payroll/data/base.xml index afeb141d..880160a9 100755 --- a/l10n_us_oh_hr_payroll/data/base.xml +++ b/l10n_us_oh_hr_payroll/data/base.xml @@ -26,19 +26,19 @@ - Ohio Unemployment - Wages - OH_UNEMP_WAGES + Wage: US-OH Unemployment + WAGE_US_OH_UNEMP - Ohio Unemployment - OH_UNEMP + ER: US-OH Unemployment + ER_US_OH_UNEMP - Ohio Income Withholding - OH_INC_WITHHOLD + EE: US-OH Income Withholding + EE_US_OH_INC_WITHHOLD diff --git a/l10n_us_oh_hr_payroll/data/final.xml b/l10n_us_oh_hr_payroll/data/final.xml index 86b9ff86..cdbdaa88 100755 --- a/l10n_us_oh_hr_payroll/data/final.xml +++ b/l10n_us_oh_hr_payroll/data/final.xml @@ -7,14 +7,6 @@ US_OH_EMP USA Ohio Employee + + + + US Ohio Unemployment + US_OH_UNEMP + 2.7 + 2018-01-01 + + + + US Ohio Unemployment + US_OH_UNEMP + 2.7 + 2019-01-01 + + + + diff --git a/l10n_us_oh_hr_payroll/data/rules_2018.xml b/l10n_us_oh_hr_payroll/data/rules.xml similarity index 76% rename from l10n_us_oh_hr_payroll/data/rules_2018.xml rename to l10n_us_oh_hr_payroll/data/rules.xml index e2828c27..5f67e8b9 100755 --- a/l10n_us_oh_hr_payroll/data/rules_2018.xml +++ b/l10n_us_oh_hr_payroll/data/rules.xml @@ -6,16 +6,18 @@ - Ohio Unemployment - Wages (2018) - OH_UNEMP_WAGES_2018 + Wage: US-OH Unemployment + WAGE_US_OH_UNEMP python - result = (payslip.date_to[:4] == '2018') + result = (contract.futa_type != contract.FUTA_TYPE_BASIC) code ### -ytd = payslip.sum('OH_UNEMP_WAGES_2018', '2018-01-01', '2019-01-01') +rate = payslip.dict.get_rate('US_OH_UNEMP') +year = int(payslip.dict.date_from[:4]) +ytd = payslip.sum('WAGE_US_OH_UNEMP', str(year) + '-01-01', str(year+1) + '-01-01') ytd += contract.external_wages -remaining = 9500.0 - ytd +remaining = rate.wage_limit_year - ytd if remaining <= 0.0: result = 0 elif remaining < categories.GROSS: @@ -28,14 +30,15 @@ else: - Ohio Unemployment (2018) - OH_UNEMP_2018 + ER: US-OH Unemployment + ER_US_OH_UNEMP python - result = (payslip.date_to[:4] == '2018') + result = (contract.futa_type != contract.FUTA_TYPE_BASIC) code -result_rate = -contract.oh_unemp_rate(2018) -result = categories.OH_UNEMP_WAGES +rate = payslip.dict.get_rate('US_OH_UNEMP') +result_rate = -rate.rate +result = categories.WAGE_US_OH_UNEMP # result_rate of 0 implies 100% due to bug if result_rate == 0.0: @@ -48,10 +51,10 @@ if result_rate == 0.0: - Ohio Income Withholding - OH_INC_WITHHOLD_2018 + EE: US-OH Income Withholding + EE_US_OH_INC_WITHHOLD python - result = (payslip.date_to[:4] == '2018') + result = True code wages = categories.GROSS diff --git a/l10n_us_oh_hr_payroll/models/__init__.py b/l10n_us_oh_hr_payroll/models/__init__.py new file mode 100644 index 00000000..e99aa24a --- /dev/null +++ b/l10n_us_oh_hr_payroll/models/__init__.py @@ -0,0 +1 @@ +from . import hr_payroll diff --git a/l10n_us_oh_hr_payroll/models/hr_payroll.py b/l10n_us_oh_hr_payroll/models/hr_payroll.py new file mode 100755 index 00000000..9917337f --- /dev/null +++ b/l10n_us_oh_hr_payroll/models/hr_payroll.py @@ -0,0 +1,8 @@ +from odoo import models, fields, api + + +class USOHHrContract(models.Model): + _inherit = 'hr.contract' + + oh_income_allowances = fields.Integer(string='Ohio Income Allowances', default=0) + oh_additional_withholding = fields.Float(string="Additional Withholding", default=0.0) diff --git a/l10n_us_oh_hr_payroll/tests/__init__.py b/l10n_us_oh_hr_payroll/tests/__init__.py index 71db8ace..c9dbd2ee 100755 --- a/l10n_us_oh_hr_payroll/tests/__init__.py +++ b/l10n_us_oh_hr_payroll/tests/__init__.py @@ -1,5 +1,4 @@ # -*- coding: utf-8 -*- -from . import test_us_oh_payslip_2016 -from . import test_us_oh_payslip_2017 from . import test_us_oh_payslip_2018 +from . import test_us_oh_payslip_2019 diff --git a/l10n_us_oh_hr_payroll/tests/test_us_oh_payslip_2018.py b/l10n_us_oh_hr_payroll/tests/test_us_oh_payslip_2018.py index ac7ae8f9..30c735b1 100755 --- a/l10n_us_oh_hr_payroll/tests/test_us_oh_payslip_2018.py +++ b/l10n_us_oh_hr_payroll/tests/test_us_oh_payslip_2018.py @@ -9,6 +9,7 @@ class TestUsOhPayslip(TestUsPayslip): # Taxes and Rates ### OH_UNEMP_MAX_WAGE = 9500.0 + OH_UNEMP = -2.7 / 100.0 def test_2018_taxes(self): salary = 5000.0 @@ -19,15 +20,11 @@ class TestUsOhPayslip(TestUsPayslip): wd = ((tw - 40000) * 0.035 + 900) / 12 * 1.112 employee = self._createEmployee() - employee.company_id.oh_unemp_rate_2018 = 2.7 contract = self._createContract(employee, salary, struct_id=self.ref('l10n_us_oh_hr_payroll.hr_payroll_salary_structure_us_oh_employee')) - # tax rates - oh_unemp = contract.oh_unemp_rate(2018) / -100.0 - - self._log('2016 Ohio tax last payslip:') - payslip = self._createPayslip(employee, '2016-12-01', '2016-12-31') + self._log('2017 Ohio tax last payslip:') + payslip = self._createPayslip(employee, '2017-12-01', '2017-12-31') payslip.compute_sheet() process_payslip(payslip) @@ -38,9 +35,9 @@ class TestUsOhPayslip(TestUsPayslip): cats = self._getCategories(payslip) - self.assertPayrollEqual(cats['OH_UNEMP_WAGES'], salary) - self.assertPayrollEqual(cats['OH_UNEMP'], cats['OH_UNEMP_WAGES'] * oh_unemp) - self.assertPayrollEqual(cats['OH_INC_WITHHOLD'], -wd) + self.assertPayrollEqual(cats['WAGE_US_OH_UNEMP'], salary) + self.assertPayrollEqual(cats['ER_US_OH_UNEMP'], cats['WAGE_US_OH_UNEMP'] * self.OH_UNEMP) + self.assertPayrollEqual(cats['EE_US_OH_INC_WITHHOLD'], -wd) process_payslip(payslip) @@ -56,22 +53,18 @@ class TestUsOhPayslip(TestUsPayslip): cats = self._getCategories(payslip) - self.assertPayrollEqual(cats['OH_UNEMP_WAGES'], remaining_oh_unemp_wages) - self.assertPayrollEqual(cats['OH_UNEMP'], remaining_oh_unemp_wages * oh_unemp) + self.assertPayrollEqual(cats['WAGE_US_OH_UNEMP'], remaining_oh_unemp_wages) + self.assertPayrollEqual(cats['ER_US_OH_UNEMP'], remaining_oh_unemp_wages * self.OH_UNEMP) def test_2018_taxes_with_external(self): salary = 5000.0 external_wages = 6000.0 employee = self._createEmployee() - employee.company_id.oh_unemp_rate_2018 = 2.8 contract = self._createContract(employee, salary, external_wages=external_wages, struct_id=self.ref('l10n_us_oh_hr_payroll.hr_payroll_salary_structure_us_oh_employee')) - # tax rates - oh_unemp = contract.oh_unemp_rate(2018) / -100.0 - self._log('2018 Ohio_external tax first payslip:') payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31') @@ -79,24 +72,17 @@ class TestUsOhPayslip(TestUsPayslip): cats = self._getCategories(payslip) - self.assertPayrollEqual(cats['OH_UNEMP_WAGES'], self.OH_UNEMP_MAX_WAGE - external_wages) - self.assertPayrollEqual(cats['OH_UNEMP'], cats['OH_UNEMP_WAGES'] * oh_unemp) + self.assertPayrollEqual(cats['WAGE_US_OH_UNEMP'], self.OH_UNEMP_MAX_WAGE - external_wages) + self.assertPayrollEqual(cats['ER_US_OH_UNEMP'], cats['WAGE_US_OH_UNEMP'] * self.OH_UNEMP) def test_2018_taxes_with_state_exempt(self): salary = 5000.0 external_wages = 6000.0 employee = self._createEmployee() - employee.company_id.oh_unemp_rate_2018 = 2.9 - contract = self._createContract(employee, salary, external_wages=external_wages, struct_id=self.ref( 'l10n_us_oh_hr_payroll.hr_payroll_salary_structure_us_oh_employee'), futa_type=USHrContract.FUTA_TYPE_BASIC) - # tax rates - oh_unemp = contract.oh_unemp_rate(2018) / -100.0 - - self.assertPayrollEqual(oh_unemp, 0.0) - self._log('2018 Ohio exempt tax first payslip:') payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31') @@ -104,5 +90,6 @@ class TestUsOhPayslip(TestUsPayslip): cats = self._getCategories(payslip) - self.assertPayrollEqual(cats['OH_UNEMP_WAGES'], self.OH_UNEMP_MAX_WAGE - external_wages) - self.assertPayrollEqual(cats['OH_UNEMP'], cats['OH_UNEMP_WAGES'] * oh_unemp) + # FUTA_TYPE_BASIC + self.assertPayrollEqual(cats.get('WAGE_US_OH_UNEMP', 0.0), 0.0) + self.assertPayrollEqual(cats.get('ER_US_OH_UNEMP', 0.0), cats.get('WAGE_US_OH_UNEMP', 0.0) * 0.0) diff --git a/l10n_us_oh_hr_payroll/tests/test_us_oh_payslip_2017.py b/l10n_us_oh_hr_payroll/tests/test_us_oh_payslip_2019.py similarity index 50% rename from l10n_us_oh_hr_payroll/tests/test_us_oh_payslip_2017.py rename to l10n_us_oh_hr_payroll/tests/test_us_oh_payslip_2019.py index 57261538..7fc73657 100755 --- a/l10n_us_oh_hr_payroll/tests/test_us_oh_payslip_2017.py +++ b/l10n_us_oh_hr_payroll/tests/test_us_oh_payslip_2019.py @@ -8,9 +8,10 @@ class TestUsOhPayslip(TestUsPayslip): ### # Taxes and Rates ### - OH_UNEMP_MAX_WAGE = 9000.0 + OH_UNEMP_MAX_WAGE = 9500.0 + OH_UNEMP = -2.7 / 100.0 - def test_2017_taxes(self): + def test_2019_taxes(self): salary = 5000.0 # For formula here @@ -19,28 +20,24 @@ class TestUsOhPayslip(TestUsPayslip): wd = ((tw - 40000) * 0.035 + 900) / 12 * 1.112 employee = self._createEmployee() - employee.company_id.oh_unemp_rate_2017 = 2.7 contract = self._createContract(employee, salary, struct_id=self.ref('l10n_us_oh_hr_payroll.hr_payroll_salary_structure_us_oh_employee')) - # tax rates - oh_unemp = contract.oh_unemp_rate(2017) / -100.0 - - self._log('2016 Ohio tax last payslip:') - payslip = self._createPayslip(employee, '2016-12-01', '2016-12-31') + self._log('2018 Ohio tax last payslip:') + payslip = self._createPayslip(employee, '2018-12-01', '2018-12-31') payslip.compute_sheet() process_payslip(payslip) - self._log('2017 Ohio tax first payslip:') - payslip = self._createPayslip(employee, '2017-01-01', '2017-01-31') + self._log('2019 Ohio tax first payslip:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') payslip.compute_sheet() cats = self._getCategories(payslip) - self.assertPayrollEqual(cats['OH_UNEMP_WAGES'], salary) - self.assertPayrollEqual(cats['OH_UNEMP'], cats['OH_UNEMP_WAGES'] * oh_unemp) - self.assertPayrollEqual(cats['OH_INC_WITHHOLD'], -wd) + self.assertPayrollEqual(cats['WAGE_US_OH_UNEMP'], salary) + self.assertPayrollEqual(cats['ER_US_OH_UNEMP'], cats['WAGE_US_OH_UNEMP'] * self.OH_UNEMP) + self.assertPayrollEqual(cats['EE_US_OH_INC_WITHHOLD'], -wd) process_payslip(payslip) @@ -49,60 +46,50 @@ class TestUsOhPayslip(TestUsPayslip): remaining_oh_unemp_wages = self.OH_UNEMP_MAX_WAGE - salary if (self.OH_UNEMP_MAX_WAGE - 2*salary < salary) \ else salary - self._log('2017 Ohio tax second payslip:') - payslip = self._createPayslip(employee, '2017-02-01', '2017-02-28') + self._log('2019 Ohio tax second payslip:') + payslip = self._createPayslip(employee, '2019-02-01', '2019-02-28') payslip.compute_sheet() cats = self._getCategories(payslip) - self.assertPayrollEqual(cats['OH_UNEMP_WAGES'], remaining_oh_unemp_wages) - self.assertPayrollEqual(cats['OH_UNEMP'], remaining_oh_unemp_wages * oh_unemp) + self.assertPayrollEqual(cats['WAGE_US_OH_UNEMP'], remaining_oh_unemp_wages) + self.assertPayrollEqual(cats['ER_US_OH_UNEMP'], remaining_oh_unemp_wages * self.OH_UNEMP) - def test_2017_taxes_with_external(self): + def test_2019_taxes_with_external(self): salary = 5000.0 external_wages = 6000.0 employee = self._createEmployee() - employee.company_id.oh_unemp_rate_2017 = 2.8 contract = self._createContract(employee, salary, external_wages=external_wages, struct_id=self.ref('l10n_us_oh_hr_payroll.hr_payroll_salary_structure_us_oh_employee')) - # tax rates - oh_unemp = contract.oh_unemp_rate(2017) / -100.0 - - self._log('2017 Ohio_external tax first payslip:') - payslip = self._createPayslip(employee, '2017-01-01', '2017-01-31') + self._log('2019 Ohio_external tax first payslip:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') payslip.compute_sheet() cats = self._getCategories(payslip) - self.assertPayrollEqual(cats['OH_UNEMP_WAGES'], self.OH_UNEMP_MAX_WAGE - external_wages) - self.assertPayrollEqual(cats['OH_UNEMP'], cats['OH_UNEMP_WAGES'] * oh_unemp) + self.assertPayrollEqual(cats['WAGE_US_OH_UNEMP'], self.OH_UNEMP_MAX_WAGE - external_wages) + self.assertPayrollEqual(cats['ER_US_OH_UNEMP'], cats['WAGE_US_OH_UNEMP'] * self.OH_UNEMP) - def test_2017_taxes_with_state_exempt(self): + def test_2019_taxes_with_state_exempt(self): salary = 5000.0 external_wages = 6000.0 employee = self._createEmployee() - employee.company_id.oh_unemp_rate_2017 = 2.9 - contract = self._createContract(employee, salary, external_wages=external_wages, struct_id=self.ref( 'l10n_us_oh_hr_payroll.hr_payroll_salary_structure_us_oh_employee'), futa_type=USHrContract.FUTA_TYPE_BASIC) - # tax rates - oh_unemp = contract.oh_unemp_rate(2017) / -100.0 - - self.assertPayrollEqual(oh_unemp, 0.0) - - self._log('2017 Ohio exempt tax first payslip:') - payslip = self._createPayslip(employee, '2017-01-01', '2017-01-31') + self._log('2019 Ohio exempt tax first payslip:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') payslip.compute_sheet() cats = self._getCategories(payslip) - self.assertPayrollEqual(cats['OH_UNEMP_WAGES'], self.OH_UNEMP_MAX_WAGE - external_wages) - self.assertPayrollEqual(cats['OH_UNEMP'], cats['OH_UNEMP_WAGES'] * oh_unemp) + # FUTA_TYPE_BASIC + self.assertPayrollEqual(cats.get('WAGE_US_OH_UNEMP', 0.0), 0.0) + self.assertPayrollEqual(cats.get('ER_US_OH_UNEMP', 0.0), cats.get('WAGE_US_OH_UNEMP', 0.0) * 0.0) diff --git a/l10n_us_oh_hr_payroll/hr_payroll_view.xml b/l10n_us_oh_hr_payroll/views/hr_payroll_views.xml similarity index 50% rename from l10n_us_oh_hr_payroll/hr_payroll_view.xml rename to l10n_us_oh_hr_payroll/views/hr_payroll_views.xml index c4ef02b3..55a84fe4 100755 --- a/l10n_us_oh_hr_payroll/hr_payroll_view.xml +++ b/l10n_us_oh_hr_payroll/views/hr_payroll_views.xml @@ -1,21 +1,6 @@ - - res.company.form - res.company - 64 - - - - - - - - - - - hr.contract.form.inherit hr.contract