[IMP] l10n_us_hr_payroll: For Wisconsin 13.0

l10n_us_hr_payroll/__manifest__.py

@@ -68,6 +68,7 @@ United States of America - Payroll Rules.
         'data/state/vt_vermont.xml',
         'data/state/va_virginia.xml',
         'data/state/wa_washington.xml',
+        'data/state/wi_wisconsin.xml',
         'data/state/wy_wyoming.xml',
         'views/hr_contract_views.xml',
         'views/us_payroll_config_views.xml',

l10n_us_hr_payroll/data/state/wi_wisconsin.xml

@@ -0,0 +1,100 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <!-- Wage Base -->
+    <record id="rule_parameter_us_wi_suta_wage_base" model="hr.rule.parameter">
+        <field name="name">US WI Wisconsin SUTA Wage Base</field>
+        <field name="code">us_wi_suta_wage_base</field>
+        <field name="country_id" ref="base.us"/>
+    </record>
+    <data noupdate="1">
+        <record id="rule_parameter_us_wi_suta_wage_base_2020" model="hr.rule.parameter.value">
+            <field name="parameter_value">14000.00</field>
+            <field name="rule_parameter_id" ref="rule_parameter_us_wi_suta_wage_base"/>
+            <field name="date_from" eval="datetime(2020, 1, 1).date()"/>
+        </record>
+    </data>
+
+    <!-- Rate -->
+    <record id="rule_parameter_us_wi_suta_rate" model="hr.rule.parameter">
+        <field name="name">US WI Wisconsin SUTA Rate</field>
+        <field name="code">us_wi_suta_rate</field>
+        <field name="country_id" ref="base.us"/>
+    </record>
+    <data noupdate="1">
+        <record id="rule_parameter_us_wi_suta_rate_2020" model="hr.rule.parameter.value">
+            <field name="parameter_value">3.05</field>
+            <field name="rule_parameter_id" ref="rule_parameter_us_wi_suta_rate"/>
+            <field name="date_from" eval="datetime(2020, 1, 1).date()"/>
+        </record>
+    </data>
+
+    <record id="rule_parameter_us_wi_sit_exemption_rate" model="hr.rule.parameter">
+        <field name="name">US WI Wisconsin Exemption Rate</field>
+        <field name="code">us_wi_sit_exemption_rate</field>
+        <field name="country_id" ref="base.us"/>
+    </record>
+    <data noupdate="1">
+        <record id="rule_parameter_us_wi_sit_exemption_rate_2020" model="hr.rule.parameter.value">
+            <field name="parameter_value">22</field>
+            <field name="rule_parameter_id" ref="rule_parameter_us_wi_sit_exemption_rate"/>
+            <field name="date_from" eval="datetime(2020, 1, 1).date()"/>
+        </record>
+    </data>
+
+    <record id="rule_parameter_us_wi_sit_tax_rate" model="hr.rule.parameter">
+        <field name="name">US WI Wisconsin SIT Tax Rate</field>
+        <field name="code">us_wi_sit_tax_rate</field>
+        <field name="country_id" ref="base.us"/>
+    </record>
+    <data noupdate="1">
+        <record id="rule_parameter_us_wi_sit_tax_rate_2020" model="hr.rule.parameter.value">
+            <field name="parameter_value">{
+                'single':  ((5730, 0.0000, 0.0), (15200, 4.0000, 0.0), (16486, 4.4800, 378.80), (26227, 6.5408, 436.41), (62950, 7.0224, 1073.55), (240190, 6.2700, 3652.39), ('inf', 7.6500, 14765.34)),
+                'married': ((7870, 0.0000, 0.0), (18780, 4.0000, 0.0), (21400, 5.8400, 436.40), (28308, 7.0080, 589.41), (60750, 7.5240, 1073.52), (240190, 6.2700, 3514.46), ('inf', 7.6500, 14765.35)),
+            }</field>
+            <field name="rule_parameter_id" ref="rule_parameter_us_wi_sit_tax_rate"/>
+            <field name="date_from" eval="datetime(2020, 1, 1).date()"/>
+        </record>
+    </data>
+
+    <!-- Partners and Contribution Registers -->
+    <record id="res_partner_us_wi_dor" model="res.partner">
+        <field name="name">US Wisconsin - Department of Workforce Development - Unemployment Tax</field>
+    </record>
+
+    <record id="res_partner_us_wi_dor_sit" model="res.partner">
+        <field name="name">US Wisconsin - Department of Revenue - Income Tax</field>
+    </record>
+
+    <!-- Categories -->
+
+    <!-- Rules -->
+    <record id="hr_payroll_rule_er_us_wi_suta" model="hr.salary.rule">
+        <field name="sequence" eval="450"/>
+        <field name="struct_id" ref="hr_payroll_structure"/>
+        <field name="category_id" ref="hr_payroll_category_er_us_suta"/>
+        <field name="name">ER: US WI Wisconsin State Unemployment</field>
+        <field name="code">ER_US_WI_SUTA</field>
+        <field name="condition_select">python</field>
+        <field name="condition_python">result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_wi_suta_wage_base', rate='us_wi_suta_rate', state_code='WI')</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_wi_suta_wage_base', rate='us_wi_suta_rate', state_code='WI')</field>
+        <field name="partner_id" ref="res_partner_us_wi_dor"/>
+        <field name="appears_on_payslip" eval="False"/>
+    </record>
+
+    <record id="hr_payroll_rule_ee_us_wi_sit" model="hr.salary.rule">
+        <field name="sequence" eval="195"/>
+        <field name="struct_id" ref="hr_payroll_structure"/>
+        <field name="category_id" ref="hr_payroll_category_ee_us_sit"/>
+        <field name="name">EE: US WI Wisconsin State Income Tax Withholding</field>
+        <field name="code">EE_US_WI_SIT</field>
+        <field name="condition_select">python</field>
+        <field name="condition_python">result, _ = wi_wisconsin_state_income_withholding(payslip, categories, worked_days, inputs)</field>
+        <field name="amount_select">code</field>
+        <field name="amount_python_compute">result, result_rate = wi_wisconsin_state_income_withholding(payslip, categories, worked_days, inputs)</field>
+        <field name="partner_id" ref="res_partner_us_wi_dor_sit"/>
+        <field name="appears_on_payslip" eval="True"/>
+    </record>
+
+</odoo>

l10n_us_hr_payroll/models/hr_payslip.py

@@ -48,6 +48,7 @@ from .state.vt_vermont import vt_vermont_state_income_withholding
 from .state.va_virginia import va_virginia_state_income_withholding
 from .state.wa_washington import wa_washington_fml_er, \
                                  wa_washington_fml_ee
+from .state.wi_wisconsin import wi_wisconsin_state_income_withholding
 
 
 class HRPayslip(models.Model):
@@ -115,6 +116,7 @@ class HRPayslip(models.Model):
             'va_virginia_state_income_withholding': va_virginia_state_income_withholding,
             'wa_washington_fml_er': wa_washington_fml_er,
             'wa_washington_fml_ee': wa_washington_fml_ee,
+            'wi_wisconsin_state_income_withholding': wi_wisconsin_state_income_withholding,
         })
         return res
 

l10n_us_hr_payroll/models/state/wi_wisconsin.py

@@ -0,0 +1,47 @@
+# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
+
+from .general import _state_applies, sit_wage
+
+
+def wi_wisconsin_state_income_withholding(payslip, categories, worked_days, inputs):
+    """
+    Returns SIT eligible wage and rate.
+
+    :return: result, result_rate (wage, percent)
+    """
+    state_code = 'WI'
+    if not _state_applies(payslip, state_code):
+        return 0.0, 0.0
+
+    # Determine Wage
+    wage = sit_wage(payslip, categories)
+    if not wage:
+        return 0.0, 0.0
+
+    if payslip.contract_id.us_payroll_config_value('state_income_tax_exempt'):
+        return 0.0, 0.0
+
+    filing_status = payslip.contract_id.us_payroll_config_value('wi_wt4_sit_filing_status')
+    if not filing_status:
+        return 0.0, 0.0
+
+    pay_periods = payslip.dict.get_pay_periods_in_year()
+    additional = payslip.contract_id.us_payroll_config_value('state_income_tax_additional_withholding')
+    exemptions = payslip.contract_id.us_payroll_config_value('wi_wt4_sit_exemptions')
+    exemption_amt = payslip.rule_parameter('us_wi_sit_exemption_rate')
+    tax_table = payslip.rule_parameter('us_wi_sit_tax_rate')[filing_status]
+
+    taxable_income = wage * pay_periods
+    withholding = 0.0
+    last = 0.0
+    for row in tax_table:
+        amt, rate, flat_fee = row
+        if taxable_income <= float(amt):
+            withholding = (((taxable_income - last) * (rate / 100)) + flat_fee) - (exemptions * exemption_amt)
+            break
+        last = amt
+
+    withholding = max(withholding, 0.0)
+    withholding /= pay_periods
+    withholding += additional
+    return wage, -((withholding / wage) * 100.0)

l10n_us_hr_payroll/models/us_payroll_config.py

@@ -261,3 +261,9 @@ class HRContractUSPayrollConfig(models.Model):
                                            help='VA-4(P) 1(a)')
     va_va4_sit_other_exemptions = fields.Integer(string='Virginia VA-4(P) Age & Blindness Exemptions',
                                                  help='VA-4(P) 1(b)')
+
+    wi_wt4_sit_filing_status = fields.Selection([
+        ('single', 'Single'),
+        ('married', 'Married'),
+    ], string='Wisconsin WT-4 Filing Status', help='WI WT-4')
+    wi_wt4_sit_exemptions = fields.Integer(string='Wisconsin Exemptions', help='WI WT-4 1.(d)')

l10n_us_hr_payroll/tests/__init__.py

@@ -117,5 +117,7 @@ from . import test_us_va_virginia_payslip_2020
 from . import test_us_wa_washington_payslip_2019
 from . import test_us_wa_washington_payslip_2020
 
+from . import test_us_wi_wisconsin_payslip_2020
+
 from . import test_us_wy_wyoming_payslip_2019
 from . import test_us_wy_wyoming_payslip_2020

l10n_us_hr_payroll/tests/test_us_wi_wisconsin_payslip_2020.py

@@ -0,0 +1,37 @@
+# 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 TestUsWIPayslip(TestUsPayslip):
+    ###
+    #   2020 Taxes and Rates
+    ###
+    WI_UNEMP_MAX_WAGE = 14000.0
+    WI_UNEMP = 3.05
+    # Calculation based on example https://www.revenue.wi.gov/DOR%20Publications/pb166.pdf
+
+    def _test_sit(self, wage, filing_status, exemption, additional_withholding, exempt, schedule_pay,  date_start, expected_withholding):
+        employee = self._createEmployee()
+        contract = self._createContract(employee,
+                                        wage=wage,
+                                        state_id=self.get_us_state('WI'),
+                                        wi_wt4_sit_filing_status=filing_status,
+                                        wi_wt4_sit_exemptions=exemption,
+                                        state_income_tax_additional_withholding=additional_withholding,
+                                        state_income_tax_exempt=exempt,
+                                        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('WI', self.WI_UNEMP, date(2020, 1, 1), wage_base=self.WI_UNEMP_MAX_WAGE)
+        self._test_sit(300, 'single', 1, 0, False,'weekly', date(2020, 1, 1), 7.21)
+        self._test_sit(700, 'married', 3, 0, False, 'bi-weekly', date(2020, 1, 1), 13.35)
+        self._test_sit(1300, 'single', 1, 10, True, 'bi-weekly', date(2020, 1, 1), 0.00)
+        self._test_sit(700, 'married', 3, 10, False, 'bi-weekly', date(2020, 1, 1), 23.35)

l10n_us_hr_payroll/views/us_payroll_config_views.xml

@@ -274,6 +274,13 @@
                             <p colspan="2"><h3>No additional fields.</h3></p>
                             <p colspan="2">Ensure that your Employee and Employer workers' comp code fields are filled in for WA LNI withholding.</p>
                         </group>
+                        <group name="state_wi_wisconsin" string="WI Wisconsin" attrs="{'invisible':[('state_id', '!=', %(base.state_us_50)s)]}">
+                            <p colspan="2"><h3>Form WT-4 - State Income Tax</h3></p>
+                            <field name="wi_wt4_sit_filing_status" string="Filing Status"/>
+                            <field name="wi_wt4_sit_exemptions" string="Exemptions 1.(d)"/>
+                            <field name="state_income_tax_additional_withholding" string="Additional Withholding 2."/>
+                            <field name="state_income_tax_exempt" string="Exempt 3."/>
+                        </group>
                         <group name="state_wy_wyoming" string="WY Wyoming" attrs="{'invisible':[('state_id', '!=', %(base.state_us_51)s)]}">
                             <p colspan="2"><h3>No additional fields.</h3></p>
                         </group>