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gsinghpal
2026-02-22 01:22:18 -05:00
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135
fusion_payroll/data/hr_payroll_structure.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data noupdate="1">
<!-- ============================================================ -->
<!-- CANADA SALARY STRUCTURE -->
<!-- ============================================================ -->
<!-- Salary Structure Type (if needed) -->
<record id="structure_type_canada" model="hr.payroll.structure.type">
<field name="name">Canada</field>
<field name="country_id" ref="base.ca"/>
</record>
<!-- Canada Salary Structure -->
<record id="hr_payroll_structure_canada" model="hr.payroll.structure">
<field name="name">Canada salary structure</field>
<field name="code">Canada</field>
<field name="type_id" ref="structure_type_canada"/>
</record>
<!-- ============================================================ -->
<!-- SALARY RULE CATEGORY - CANADA (Deduction) -->
<!-- This category links to CPP, EI, Federal and Provincial Tax -->
<!-- ============================================================ -->
<record id="hr_payroll_category_canada" model="hr.salary.rule.category">
<field name="name">Deduction</field>
<field name="code">CANADA</field>
<field name="parent_id" ref="hr_payroll.DED"/>
<!-- These links are set via the UI after tax rates are created -->
<!-- cpp_deduction_id, ei_deduction_id, fed_tax_id, provincial_tax_id -->
</record>
<!-- ============================================================ -->
<!-- LINK SALARY RULES TO CANADA STRUCTURE -->
<!-- ============================================================ -->
<!-- Basic Salary -->
<record id="hr_rule_basic" model="hr.salary.rule">
<field name="name">Basic Salary</field>
<field name="code">BASIC</field>
<field name="sequence">1</field>
<field name="category_id" ref="hr_payroll.BASIC"/>
<field name="struct_id" ref="hr_payroll_structure_canada"/>
<field name="condition_select">none</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">result = payslip.paid_amount</field>
</record>
<!-- House Rent Allowance -->
<record id="hr_rule_hra" model="hr.salary.rule">
<field name="name">House Rent Allowance</field>
<field name="code">HRA</field>
<field name="sequence">5</field>
<field name="category_id" ref="hr_payroll.ALW"/>
<field name="struct_id" ref="hr_payroll_structure_canada"/>
<field name="condition_select">none</field>
<field name="amount_select">fix</field>
<field name="amount_fix">0.0</field>
</record>
<!-- Dearness Allowance -->
<record id="hr_rule_da" model="hr.salary.rule">
<field name="name">Dearness Allowance</field>
<field name="code">DA</field>
<field name="sequence">6</field>
<field name="category_id" ref="hr_payroll.ALW"/>
<field name="struct_id" ref="hr_payroll_structure_canada"/>
<field name="condition_select">none</field>
<field name="amount_select">fix</field>
<field name="amount_fix">0.0</field>
</record>
<!-- Travel Allowance -->
<record id="hr_rule_travel" model="hr.salary.rule">
<field name="name">Travel Allowance</field>
<field name="code">Travel</field>
<field name="sequence">7</field>
<field name="category_id" ref="hr_payroll.ALW"/>
<field name="struct_id" ref="hr_payroll_structure_canada"/>
<field name="condition_select">none</field>
<field name="amount_select">fix</field>
<field name="amount_fix">0.0</field>
</record>
<!-- Meal Allowance -->
<record id="hr_rule_meal" model="hr.salary.rule">
<field name="name">Meal Allowance</field>
<field name="code">Meal</field>
<field name="sequence">8</field>
<field name="category_id" ref="hr_payroll.ALW"/>
<field name="struct_id" ref="hr_payroll_structure_canada"/>
<field name="condition_select">none</field>
<field name="amount_select">fix</field>
<field name="amount_fix">0.0</field>
</record>
<!-- Medical Allowance -->
<record id="hr_rule_medical" model="hr.salary.rule">
<field name="name">Medical Allowance</field>
<field name="code">Medical</field>
<field name="sequence">9</field>
<field name="category_id" ref="hr_payroll.ALW"/>
<field name="struct_id" ref="hr_payroll_structure_canada"/>
<field name="condition_select">none</field>
<field name="amount_select">fix</field>
<field name="amount_fix">0.0</field>
</record>
<!-- Gross Salary -->
<record id="hr_rule_gross" model="hr.salary.rule">
<field name="name">Gross</field>
<field name="code">GROSS</field>
<field name="sequence">100</field>
<field name="category_id" ref="hr_payroll.GROSS"/>
<field name="struct_id" ref="hr_payroll_structure_canada"/>
<field name="condition_select">none</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">result = categories.BASIC + categories.ALW</field>
</record>
<!-- Net Salary -->
<record id="hr_rule_net" model="hr.salary.rule">
<field name="name">Net Salary</field>
<field name="code">NET</field>
<field name="sequence">200</field>
<field name="category_id" ref="hr_payroll.NET"/>
<field name="struct_id" ref="hr_payroll_structure_canada"/>
<field name="condition_select">none</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">result = categories.GROSS + categories.DED</field>
</record>
</data>
</odoo>

60
fusion_payroll/data/hr_payslip_input_type_data.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data noupdate="1">
<!-- ============================================================ -->
<!-- CANADIAN PAYSLIP INPUT TYPES -->
<!-- These are used to pass additional pay inputs to salary rules -->
<!-- ============================================================ -->
<!-- Overtime Hours -->
<record id="input_type_ot_hours" model="hr.payslip.input.type">
<field name="name">Overtime Hours</field>
<field name="code">OT_HOURS</field>
<field name="country_id" ref="base.ca"/>
</record>
<!-- Stat Holiday Hours -->
<record id="input_type_stat_hours" model="hr.payslip.input.type">
<field name="name">Stat Holiday Hours</field>
<field name="code">STAT_HOURS</field>
<field name="country_id" ref="base.ca"/>
</record>
<!-- Bonus Amount -->
<record id="input_type_bonus" model="hr.payslip.input.type">
<field name="name">Bonus</field>
<field name="code">BONUS</field>
<field name="country_id" ref="base.ca"/>
</record>
<!-- Vacation Payout -->
<record id="input_type_vacation_payout" model="hr.payslip.input.type">
<field name="name">Vacation Payout</field>
<field name="code">VACATION_PAYOUT</field>
<field name="country_id" ref="base.ca"/>
</record>
<!-- Commission -->
<record id="input_type_commission" model="hr.payslip.input.type">
<field name="name">Commission</field>
<field name="code">COMMISSION</field>
<field name="country_id" ref="base.ca"/>
</record>
<!-- Retroactive Pay -->
<record id="input_type_retro_pay" model="hr.payslip.input.type">
<field name="name">Retroactive Pay</field>
<field name="code">RETRO_PAY</field>
<field name="country_id" ref="base.ca"/>
</record>
<!-- Shift Premium -->
<record id="input_type_shift_premium" model="hr.payslip.input.type">
<field name="name">Shift Premium</field>
<field name="code">SHIFT_PREMIUM</field>
<field name="country_id" ref="base.ca"/>
</record>
</data>
</odoo>

222
fusion_payroll/data/hr_rule_parameter_data.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data noupdate="1">
<!-- ============================================================ -->
<!-- CANADA PENSION PLAN (CPP) PARAMETERS - 2025 -->
<!-- ============================================================ -->
<record id="rule_parameter_ca_cpp_rate" model="hr.rule.parameter">
<field name="name">Canada - CPP Rate</field>
<field name="code">ca_cpp_rate</field>
<field name="country_id" ref="base.ca"/>
<field name="description">CPP employee/employer contribution rate</field>
</record>
<record id="rule_parameter_ca_cpp_rate_2025" model="hr.rule.parameter.value">
<field name="rule_parameter_id" ref="rule_parameter_ca_cpp_rate"/>
<field name="date_from">2025-01-01</field>
<field name="parameter_value">0.0595</field>
</record>
<record id="rule_parameter_ca_cpp_exemption" model="hr.rule.parameter">
<field name="name">Canada - CPP Annual Exemption</field>
<field name="code">ca_cpp_exemption</field>
<field name="country_id" ref="base.ca"/>
<field name="description">CPP basic exemption amount per year</field>
</record>
<record id="rule_parameter_ca_cpp_exemption_2025" model="hr.rule.parameter.value">
<field name="rule_parameter_id" ref="rule_parameter_ca_cpp_exemption"/>
<field name="date_from">2025-01-01</field>
<field name="parameter_value">3500.00</field>
</record>
<record id="rule_parameter_ca_cpp_max" model="hr.rule.parameter">
<field name="name">Canada - CPP Maximum Annual Contribution</field>
<field name="code">ca_cpp_max</field>
<field name="country_id" ref="base.ca"/>
<field name="description">Maximum CPP employee contribution per year</field>
</record>
<record id="rule_parameter_ca_cpp_max_2025" model="hr.rule.parameter.value">
<field name="rule_parameter_id" ref="rule_parameter_ca_cpp_max"/>
<field name="date_from">2025-01-01</field>
<field name="parameter_value">4034.10</field>
</record>
<!-- ============================================================ -->
<!-- SECOND CANADA PENSION PLAN (CPP2) PARAMETERS - 2025 -->
<!-- ============================================================ -->
<record id="rule_parameter_ca_cpp2_rate" model="hr.rule.parameter">
<field name="name">Canada - CPP2 Rate</field>
<field name="code">ca_cpp2_rate</field>
<field name="country_id" ref="base.ca"/>
<field name="description">CPP2 contribution rate (on earnings above YMPE)</field>
</record>
<record id="rule_parameter_ca_cpp2_rate_2025" model="hr.rule.parameter.value">
<field name="rule_parameter_id" ref="rule_parameter_ca_cpp2_rate"/>
<field name="date_from">2025-01-01</field>
<field name="parameter_value">0.04</field>
</record>
<record id="rule_parameter_ca_cpp2_max" model="hr.rule.parameter">
<field name="name">Canada - CPP2 Maximum Annual Contribution</field>
<field name="code">ca_cpp2_max</field>
<field name="country_id" ref="base.ca"/>
<field name="description">Maximum CPP2 employee contribution per year</field>
</record>
<record id="rule_parameter_ca_cpp2_max_2025" model="hr.rule.parameter.value">
<field name="rule_parameter_id" ref="rule_parameter_ca_cpp2_max"/>
<field name="date_from">2025-01-01</field>
<field name="parameter_value">396.00</field>
</record>
<record id="rule_parameter_ca_ympe" model="hr.rule.parameter">
<field name="name">Canada - YMPE (CPP Ceiling 1)</field>
<field name="code">ca_ympe</field>
<field name="country_id" ref="base.ca"/>
<field name="description">Year's Maximum Pensionable Earnings - CPP first ceiling</field>
</record>
<record id="rule_parameter_ca_ympe_2025" model="hr.rule.parameter.value">
<field name="rule_parameter_id" ref="rule_parameter_ca_ympe"/>
<field name="date_from">2025-01-01</field>
<field name="parameter_value">71300.00</field>
</record>
<record id="rule_parameter_ca_yampe" model="hr.rule.parameter">
<field name="name">Canada - YAMPE (CPP Ceiling 2)</field>
<field name="code">ca_yampe</field>
<field name="country_id" ref="base.ca"/>
<field name="description">Year's Additional Maximum Pensionable Earnings - CPP second ceiling</field>
</record>
<record id="rule_parameter_ca_yampe_2025" model="hr.rule.parameter.value">
<field name="rule_parameter_id" ref="rule_parameter_ca_yampe"/>
<field name="date_from">2025-01-01</field>
<field name="parameter_value">81200.00</field>
</record>
<!-- ============================================================ -->
<!-- EMPLOYMENT INSURANCE (EI) PARAMETERS - 2025 -->
<!-- ============================================================ -->
<record id="rule_parameter_ca_ei_rate" model="hr.rule.parameter">
<field name="name">Canada - EI Rate</field>
<field name="code">ca_ei_rate</field>
<field name="country_id" ref="base.ca"/>
<field name="description">EI employee contribution rate</field>
</record>
<record id="rule_parameter_ca_ei_rate_2025" model="hr.rule.parameter.value">
<field name="rule_parameter_id" ref="rule_parameter_ca_ei_rate"/>
<field name="date_from">2025-01-01</field>
<field name="parameter_value">0.0164</field>
</record>
<record id="rule_parameter_ca_ei_max" model="hr.rule.parameter">
<field name="name">Canada - EI Maximum Annual Premium</field>
<field name="code">ca_ei_max</field>
<field name="country_id" ref="base.ca"/>
<field name="description">Maximum EI employee premium per year</field>
</record>
<record id="rule_parameter_ca_ei_max_2025" model="hr.rule.parameter.value">
<field name="rule_parameter_id" ref="rule_parameter_ca_ei_max"/>
<field name="date_from">2025-01-01</field>
<field name="parameter_value">1077.48</field>
</record>
<record id="rule_parameter_ca_ei_employer_mult" model="hr.rule.parameter">
<field name="name">Canada - EI Employer Multiplier</field>
<field name="code">ca_ei_employer_mult</field>
<field name="country_id" ref="base.ca"/>
<field name="description">EI employer contribution multiplier (1.4x employee)</field>
</record>
<record id="rule_parameter_ca_ei_employer_mult_2025" model="hr.rule.parameter.value">
<field name="rule_parameter_id" ref="rule_parameter_ca_ei_employer_mult"/>
<field name="date_from">2025-01-01</field>
<field name="parameter_value">1.4</field>
</record>
<!-- ============================================================ -->
<!-- FEDERAL TAX PARAMETERS - 2025 -->
<!-- ============================================================ -->
<record id="rule_parameter_ca_fed_bpa" model="hr.rule.parameter">
<field name="name">Canada - Federal Basic Personal Amount</field>
<field name="code">ca_fed_bpa</field>
<field name="country_id" ref="base.ca"/>
<field name="description">Federal basic personal amount (TD1 default)</field>
</record>
<record id="rule_parameter_ca_fed_bpa_2025" model="hr.rule.parameter.value">
<field name="rule_parameter_id" ref="rule_parameter_ca_fed_bpa"/>
<field name="date_from">2025-01-01</field>
<field name="parameter_value">16129</field>
</record>
<record id="rule_parameter_ca_fed_cea" model="hr.rule.parameter">
<field name="name">Canada - Canada Employment Amount</field>
<field name="code">ca_fed_cea</field>
<field name="country_id" ref="base.ca"/>
<field name="description">Canada Employment Amount for federal tax credit</field>
</record>
<record id="rule_parameter_ca_fed_cea_2025" model="hr.rule.parameter.value">
<field name="rule_parameter_id" ref="rule_parameter_ca_fed_cea"/>
<field name="date_from">2025-01-01</field>
<field name="parameter_value">1433</field>
</record>
<record id="rule_parameter_ca_fed_brackets" model="hr.rule.parameter">
<field name="name">Canada - Federal Tax Brackets</field>
<field name="code">ca_fed_brackets</field>
<field name="country_id" ref="base.ca"/>
<field name="description">Federal income tax brackets: [(threshold, rate), ...]</field>
</record>
<record id="rule_parameter_ca_fed_brackets_2025" model="hr.rule.parameter.value">
<field name="rule_parameter_id" ref="rule_parameter_ca_fed_brackets"/>
<field name="date_from">2025-01-01</field>
<field name="parameter_value">[(57375, 0.15), (114750, 0.205), (177882, 0.26), (253414, 0.29), (float('inf'), 0.33)]</field>
</record>
<!-- ============================================================ -->
<!-- ONTARIO PROVINCIAL TAX PARAMETERS - 2025 -->
<!-- ============================================================ -->
<record id="rule_parameter_ca_on_bpa" model="hr.rule.parameter">
<field name="name">Canada Ontario - Basic Personal Amount</field>
<field name="code">ca_on_bpa</field>
<field name="country_id" ref="base.ca"/>
<field name="description">Ontario basic personal amount</field>
</record>
<record id="rule_parameter_ca_on_bpa_2025" model="hr.rule.parameter.value">
<field name="rule_parameter_id" ref="rule_parameter_ca_on_bpa"/>
<field name="date_from">2025-01-01</field>
<field name="parameter_value">12399</field>
</record>
<record id="rule_parameter_ca_on_brackets" model="hr.rule.parameter">
<field name="name">Canada Ontario - Tax Brackets</field>
<field name="code">ca_on_brackets</field>
<field name="country_id" ref="base.ca"/>
<field name="description">Ontario income tax brackets: [(threshold, rate), ...]</field>
</record>
<record id="rule_parameter_ca_on_brackets_2025" model="hr.rule.parameter.value">
<field name="rule_parameter_id" ref="rule_parameter_ca_on_brackets"/>
<field name="date_from">2025-01-01</field>
<field name="parameter_value">[(52886, 0.0505), (105775, 0.0915), (150000, 0.1116), (220000, 0.1216), (float('inf'), 0.1316)]</field>
</record>
<!-- ============================================================ -->
<!-- VACATION PAY RATE -->
<!-- ============================================================ -->
<record id="rule_parameter_ca_vacation_rate" model="hr.rule.parameter">
<field name="name">Canada - Vacation Pay Rate</field>
<field name="code">ca_vacation_rate</field>
<field name="country_id" ref="base.ca"/>
<field name="description">Vacation pay percentage (Ontario minimum 4%)</field>
</record>
<record id="rule_parameter_ca_vacation_rate_2025" model="hr.rule.parameter.value">
<field name="rule_parameter_id" ref="rule_parameter_ca_vacation_rate"/>
<field name="date_from">2025-01-01</field>
<field name="parameter_value">0.04</field>
</record>
</data>
</odoo>

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fusion_payroll/data/hr_salary_rules.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data noupdate="1">
<!-- ============================================================ -->
<!-- OVERTIME PAY - 1.5x Regular Rate -->
<!-- ============================================================ -->
<record id="hr_overtime_pay" model="hr.salary.rule">
<field name="name">Overtime Pay</field>
<field name="code">OT_PAY</field>
<field name="sequence">101</field>
<field name="struct_id" ref="hr_payroll_structure_canada"/>
<field name="category_id" ref="hr_payroll.ALW"/>
<field name="condition_select">python</field>
<field name="condition_python">result = 'OT_HOURS' in inputs</field>
<field name="amount_select">code</field>
<field name="appears_on_payslip">True</field>
<field name="amount_python_compute">
# Overtime Pay - 1.5x regular hourly rate
OT_MULTIPLIER = 1.5
ot_hours = inputs['OT_HOURS'].amount if 'OT_HOURS' in inputs else 0
# Calculate hourly rate from paid amount (assuming semi-monthly ~86.67 hours)
hourly_rate = payslip.paid_amount / 86.67 if payslip.paid_amount else 0
result = ot_hours * hourly_rate * OT_MULTIPLIER
</field>
</record>
<!-- ============================================================ -->
<!-- STAT HOLIDAY PAY -->
<!-- ============================================================ -->
<record id="hr_stat_holiday_pay" model="hr.salary.rule">
<field name="name">Stat Holiday Pay</field>
<field name="code">STAT_PAY</field>
<field name="sequence">102</field>
<field name="struct_id" ref="hr_payroll_structure_canada"/>
<field name="category_id" ref="hr_payroll.ALW"/>
<field name="condition_select">python</field>
<field name="condition_python">result = 'STAT_HOURS' in inputs</field>
<field name="amount_select">code</field>
<field name="appears_on_payslip">True</field>
<field name="amount_python_compute">
# Stat Holiday Pay
stat_hours = inputs['STAT_HOURS'].amount if 'STAT_HOURS' in inputs else 0
hourly_rate = payslip.paid_amount / 86.67 if payslip.paid_amount else 0
result = stat_hours * hourly_rate
</field>
</record>
<!-- ============================================================ -->
<!-- BONUS PAY -->
<!-- ============================================================ -->
<record id="hr_bonus_pay" model="hr.salary.rule">
<field name="name">Bonus</field>
<field name="code">BONUS_PAY</field>
<field name="sequence">103</field>
<field name="struct_id" ref="hr_payroll_structure_canada"/>
<field name="category_id" ref="hr_payroll.ALW"/>
<field name="condition_select">python</field>
<field name="condition_python">result = 'BONUS' in inputs</field>
<field name="amount_select">code</field>
<field name="appears_on_payslip">True</field>
<field name="amount_python_compute">
# Bonus Pay - direct amount from input
result = inputs['BONUS'].amount if 'BONUS' in inputs else 0
</field>
</record>
<!-- ============================================================ -->
<!-- CPP EMPLOYEE - Canada Pension Plan (Employee Portion) -->
<!-- Uses rule parameters for rates and limits -->
<!-- ============================================================ -->
<record id="hr_cpp_employee" model="hr.salary.rule">
<field name="name">CPP Employee</field>
<field name="code">CPP_EE</field>
<field name="sequence">150</field>
<field name="struct_id" ref="hr_payroll_structure_canada"/>
<field name="category_id" ref="hr_payroll.DED"/>
<field name="condition_select">none</field>
<field name="amount_select">code</field>
<field name="appears_on_payslip">True</field>
<field name="amount_python_compute">
# CPP Employee Deduction - Using Rule Parameters
CPP_RATE = payslip._rule_parameter('ca_cpp_rate')
CPP_EXEMPTION = payslip._rule_parameter('ca_cpp_exemption')
CPP_MAX = payslip._rule_parameter('ca_cpp_max')
PAY_PERIODS = 24 # Semi-monthly
exemption_per_period = CPP_EXEMPTION / PAY_PERIODS
gross = categories['GROSS']
pensionable = max(0, gross - exemption_per_period)
cpp = pensionable * CPP_RATE
# YTD check - get year start
from datetime import date
year_start = date(payslip.date_from.year, 1, 1)
ytd = payslip._sum('CPP_EE', year_start, payslip.date_from) or 0
remaining = CPP_MAX + ytd # ytd is negative
if remaining &lt;= 0:
result = 0
elif cpp > remaining:
result = -remaining
else:
result = -cpp
</field>
</record>
<!-- ============================================================ -->
<!-- CPP EMPLOYER - 1:1 Match -->
<!-- ============================================================ -->
<record id="hr_cpp_employer" model="hr.salary.rule">
<field name="name">CPP Employer</field>
<field name="code">CPP_ER</field>
<field name="sequence">151</field>
<field name="struct_id" ref="hr_payroll_structure_canada"/>
<field name="category_id" ref="hr_payroll.COMP"/>
<field name="condition_select">none</field>
<field name="amount_select">code</field>
<field name="appears_on_payslip">True</field>
<field name="amount_python_compute">
# CPP Employer - 1:1 match with employee
result = abs(CPP_EE) if CPP_EE else 0
</field>
</record>
<!-- ============================================================ -->
<!-- CPP2 EMPLOYEE - Second Canada Pension Plan -->
<!-- Uses rule parameters for rates and limits -->
<!-- ============================================================ -->
<record id="hr_cpp2_employee" model="hr.salary.rule">
<field name="name">CPP2 Employee</field>
<field name="code">CPP2_EE</field>
<field name="sequence">152</field>
<field name="struct_id" ref="hr_payroll_structure_canada"/>
<field name="category_id" ref="hr_payroll.DED"/>
<field name="condition_select">none</field>
<field name="amount_select">code</field>
<field name="appears_on_payslip">True</field>
<field name="amount_python_compute">
# CPP2 (Second CPP) - Using Rule Parameters
CPP2_RATE = payslip._rule_parameter('ca_cpp2_rate')
YMPE = payslip._rule_parameter('ca_ympe')
YAMPE = payslip._rule_parameter('ca_yampe')
CPP2_MAX = payslip._rule_parameter('ca_cpp2_max')
PAY_PERIODS = 24
gross = categories['GROSS']
annual_equiv = gross * PAY_PERIODS
result = 0
# CPP2 only on earnings between YMPE and YAMPE
if annual_equiv > YMPE:
cpp2_base = min(annual_equiv, YAMPE) - YMPE
cpp2_per_period = (cpp2_base * CPP2_RATE) / PAY_PERIODS
# YTD check
from datetime import date
year_start = date(payslip.date_from.year, 1, 1)
ytd = abs(payslip._sum('CPP2_EE', year_start, payslip.date_from) or 0)
remaining = CPP2_MAX - ytd
if remaining > 0:
result = -min(cpp2_per_period, remaining)
</field>
</record>
<!-- ============================================================ -->
<!-- CPP2 EMPLOYER - 1:1 Match -->
<!-- ============================================================ -->
<record id="hr_cpp2_employer" model="hr.salary.rule">
<field name="name">CPP2 Employer</field>
<field name="code">CPP2_ER</field>
<field name="sequence">153</field>
<field name="struct_id" ref="hr_payroll_structure_canada"/>
<field name="category_id" ref="hr_payroll.COMP"/>
<field name="condition_select">none</field>
<field name="amount_select">code</field>
<field name="appears_on_payslip">True</field>
<field name="amount_python_compute">
# CPP2 Employer - 1:1 match
result = abs(CPP2_EE) if CPP2_EE else 0
</field>
</record>
<!-- ============================================================ -->
<!-- EI EMPLOYEE - Employment Insurance -->
<!-- Uses rule parameters for rates and limits -->
<!-- ============================================================ -->
<record id="hr_ei_employee" model="hr.salary.rule">
<field name="name">EI Employee</field>
<field name="code">EI_EE</field>
<field name="sequence">154</field>
<field name="struct_id" ref="hr_payroll_structure_canada"/>
<field name="category_id" ref="hr_payroll.DED"/>
<field name="condition_select">none</field>
<field name="amount_select">code</field>
<field name="appears_on_payslip">True</field>
<field name="amount_python_compute">
# EI Employee - Using Rule Parameters
EI_RATE = payslip._rule_parameter('ca_ei_rate')
EI_MAX = payslip._rule_parameter('ca_ei_max')
gross = categories['GROSS']
ei = gross * EI_RATE
# YTD check
from datetime import date
year_start = date(payslip.date_from.year, 1, 1)
ytd = abs(payslip._sum('EI_EE', year_start, payslip.date_from) or 0)
remaining = EI_MAX - ytd
if remaining &lt;= 0:
result = 0
elif ei > remaining:
result = -remaining
else:
result = -ei
</field>
</record>
<!-- ============================================================ -->
<!-- EI EMPLOYER - 1.4x Employee Premium -->
<!-- ============================================================ -->
<record id="hr_ei_employer" model="hr.salary.rule">
<field name="name">EI Employer</field>
<field name="code">EI_ER</field>
<field name="sequence">155</field>
<field name="struct_id" ref="hr_payroll_structure_canada"/>
<field name="category_id" ref="hr_payroll.COMP"/>
<field name="condition_select">none</field>
<field name="amount_select">code</field>
<field name="appears_on_payslip">True</field>
<field name="amount_python_compute">
# EI Employer - Using Rule Parameter for multiplier
EI_ER_MULT = payslip._rule_parameter('ca_ei_employer_mult')
result = abs(EI_EE) * EI_ER_MULT if EI_EE else 0
</field>
</record>
<!-- ============================================================ -->
<!-- FEDERAL INCOME TAX -->
<!-- Uses rule parameters for brackets and credits -->
<!-- ============================================================ -->
<record id="hr_fed_tax" model="hr.salary.rule">
<field name="name">Federal Income Tax</field>
<field name="code">FED_TAX</field>
<field name="sequence">160</field>
<field name="struct_id" ref="hr_payroll_structure_canada"/>
<field name="category_id" ref="hr_payroll.DED"/>
<field name="condition_select">none</field>
<field name="amount_select">code</field>
<field name="appears_on_payslip">True</field>
<field name="amount_python_compute">
# Federal Income Tax - Using Rule Parameters
PAY_PERIODS = 24
brackets = payslip._rule_parameter('ca_fed_brackets')
BPA = payslip._rule_parameter('ca_fed_bpa')
CEA = payslip._rule_parameter('ca_fed_cea')
CPP_MAX = payslip._rule_parameter('ca_cpp_max')
EI_MAX = payslip._rule_parameter('ca_ei_max')
gross = categories['GROSS']
annual = gross * PAY_PERIODS
# Calculate tax using brackets
tax = 0
prev_threshold = 0
for threshold, rate in brackets:
if annual &lt;= threshold:
tax += (annual - prev_threshold) * rate
break
else:
tax += (threshold - prev_threshold) * rate
prev_threshold = threshold
# Basic personal amount credit
tax_credit = BPA * brackets[0][1] # Lowest rate
# CPP/EI credits
cpp_credit = min(abs(CPP_EE) * PAY_PERIODS if CPP_EE else 0, CPP_MAX) * brackets[0][1]
ei_credit = min(abs(EI_EE) * PAY_PERIODS if EI_EE else 0, EI_MAX) * brackets[0][1]
# Canada Employment Amount credit
cea_credit = CEA * brackets[0][1]
annual_tax = max(0, tax - tax_credit - cpp_credit - ei_credit - cea_credit)
result = -(annual_tax / PAY_PERIODS)
</field>
</record>
<!-- ============================================================ -->
<!-- PROVINCIAL INCOME TAX (ONTARIO) -->
<!-- Uses rule parameters for brackets and credits -->
<!-- ============================================================ -->
<record id="hr_prov_tax" model="hr.salary.rule">
<field name="name">Provincial Income Tax</field>
<field name="code">PROV_TAX</field>
<field name="sequence">161</field>
<field name="struct_id" ref="hr_payroll_structure_canada"/>
<field name="category_id" ref="hr_payroll.DED"/>
<field name="condition_select">none</field>
<field name="amount_select">code</field>
<field name="appears_on_payslip">True</field>
<field name="amount_python_compute">
# Ontario Provincial Tax - Using Rule Parameters
PAY_PERIODS = 24
brackets = payslip._rule_parameter('ca_on_brackets')
BPA_ON = payslip._rule_parameter('ca_on_bpa')
CPP_MAX = payslip._rule_parameter('ca_cpp_max')
EI_MAX = payslip._rule_parameter('ca_ei_max')
gross = categories['GROSS']
annual = gross * PAY_PERIODS
# Calculate tax using brackets
tax = 0
prev_threshold = 0
for threshold, rate in brackets:
if annual &lt;= threshold:
tax += (annual - prev_threshold) * rate
break
else:
tax += (threshold - prev_threshold) * rate
prev_threshold = threshold
# Ontario Basic Personal Amount credit
tax_credit = BPA_ON * brackets[0][1] # Lowest rate
# CPP/EI credits at lowest rate
cpp_credit = min(abs(CPP_EE) * PAY_PERIODS if CPP_EE else 0, CPP_MAX) * brackets[0][1]
ei_credit = min(abs(EI_EE) * PAY_PERIODS if EI_EE else 0, EI_MAX) * brackets[0][1]
annual_tax = max(0, tax - tax_credit - cpp_credit - ei_credit)
result = -(annual_tax / PAY_PERIODS)
</field>
</record>
<!-- ============================================================ -->
<!-- VACATION PAY - 4% of Earnings -->
<!-- ============================================================ -->
<record id="hr_vacation_pay" model="hr.salary.rule">
<field name="name">Vacation Pay</field>
<field name="code">VAC_PAY</field>
<field name="sequence">170</field>
<field name="struct_id" ref="hr_payroll_structure_canada"/>
<field name="category_id" ref="hr_payroll.ALW"/>
<field name="condition_select">none</field>
<field name="amount_select">code</field>
<field name="appears_on_payslip">True</field>
<field name="amount_python_compute">
# Vacation Pay - Using Rule Parameter
VAC_RATE = payslip._rule_parameter('ca_vacation_rate')
result = categories['BASIC'] * VAC_RATE
</field>
</record>
</data>
</odoo>

134
fusion_payroll/data/tax_yearly_rates_data.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data noupdate="1">
<!-- ============================================================ -->
<!-- FISCAL YEAR 2025 -->
<!-- Note: This references account.fiscal.year - ensure it exists -->
<!-- ============================================================ -->
<!-- ============================================================ -->
<!-- FEDERAL TAX RATES 2025 -->
<!-- Source: Canada Revenue Agency (CRA) 2025 Tax Brackets -->
<!-- ============================================================ -->
<record id="federal_tax" model="tax.yearly.rates">
<field name="tax_type">federal</field>
<field name="canada_emp_amount">1433.00</field>
<!-- fiscal_year field should reference your fiscal year record -->
</record>
<!-- Federal Tax Bracket 1: 15% on first $55,867 -->
<record id="federal_tax_line_1" model="tax.yearly.rate.line">
<field name="tax_id" ref="federal_tax"/>
<field name="tax_bracket">55867.00</field>
<field name="tax_rate">15.00</field>
<field name="tax_constant">0.00</field>
</record>
<!-- Federal Tax Bracket 2: 20.5% on $55,867 to $111,733 -->
<record id="federal_tax_line_2" model="tax.yearly.rate.line">
<field name="tax_id" ref="federal_tax"/>
<field name="tax_bracket">111733.00</field>
<field name="tax_rate">20.50</field>
<field name="tax_constant">0.00</field>
</record>
<!-- Federal Tax Bracket 3: 26% on $111,733 to $173,205 -->
<record id="federal_tax_line_3" model="tax.yearly.rate.line">
<field name="tax_id" ref="federal_tax"/>
<field name="tax_bracket">173205.00</field>
<field name="tax_rate">26.00</field>
<field name="tax_constant">0.00</field>
</record>
<!-- Federal Tax Bracket 4: 29% on $173,205 to $246,752 -->
<record id="federal_tax_line_4" model="tax.yearly.rate.line">
<field name="tax_id" ref="federal_tax"/>
<field name="tax_bracket">246752.00</field>
<field name="tax_rate">29.00</field>
<field name="tax_constant">0.00</field>
</record>
<!-- Federal Tax Bracket 5: 33% on over $246,752 -->
<record id="federal_tax_line_5" model="tax.yearly.rate.line">
<field name="tax_id" ref="federal_tax"/>
<field name="tax_bracket">246752.01</field>
<field name="tax_rate">33.00</field>
<field name="tax_constant">0.00</field>
</record>
<!-- ============================================================ -->
<!-- PROVINCIAL TAX RATES 2025 - ONTARIO -->
<!-- Source: Ontario 2025 Tax Brackets -->
<!-- ============================================================ -->
<record id="provincial_tax" model="tax.yearly.rates">
<field name="tax_type">provincial</field>
<!-- fiscal_year field should reference your fiscal year record -->
</record>
<!-- Ontario Tax Bracket 1: 5.05% on first $52,886 -->
<record id="provincial_tax_line_1" model="tax.yearly.rate.line">
<field name="tax_id" ref="provincial_tax"/>
<field name="tax_bracket">52886.00</field>
<field name="tax_rate">5.05</field>
<field name="tax_constant">0.00</field>
</record>
<!-- Ontario Tax Bracket 2: 9.15% on $52,886 to $105,775 -->
<record id="provincial_tax_line_2" model="tax.yearly.rate.line">
<field name="tax_id" ref="provincial_tax"/>
<field name="tax_bracket">105775.00</field>
<field name="tax_rate">9.15</field>
<field name="tax_constant">0.00</field>
</record>
<!-- Ontario Tax Bracket 3: 11.16% on $105,775 to $150,000 -->
<record id="provincial_tax_line_3" model="tax.yearly.rate.line">
<field name="tax_id" ref="provincial_tax"/>
<field name="tax_bracket">150000.00</field>
<field name="tax_rate">11.16</field>
<field name="tax_constant">0.00</field>
</record>
<!-- Ontario Tax Bracket 4: 12.16% on $150,000 to $220,000 -->
<record id="provincial_tax_line_4" model="tax.yearly.rate.line">
<field name="tax_id" ref="provincial_tax"/>
<field name="tax_bracket">220000.00</field>
<field name="tax_rate">12.16</field>
<field name="tax_constant">0.00</field>
</record>
<!-- Ontario Tax Bracket 5: 13.16% on over $220,000 -->
<record id="provincial_tax_line_5" model="tax.yearly.rate.line">
<field name="tax_id" ref="provincial_tax"/>
<field name="tax_bracket">220000.01</field>
<field name="tax_rate">13.16</field>
<field name="tax_constant">0.00</field>
</record>
<!-- ============================================================ -->
<!-- CPP - CANADA PENSION PLAN 2025 -->
<!-- ============================================================ -->
<record id="cpp_ded" model="tax.yearly.rates">
<field name="ded_type">cpp</field>
<field name="emp_contribution_rate">5.95</field>
<field name="employer_contribution_rate">5.95</field>
<field name="exemption">134.61</field>
<field name="max_cpp">4034.10</field>
<!-- fiscal_year field should reference your fiscal year record -->
</record>
<!-- ============================================================ -->
<!-- EI - EMPLOYMENT INSURANCE 2025 -->
<!-- ============================================================ -->
<record id="ei_ded" model="tax.yearly.rates">
<field name="ded_type">ei</field>
<field name="ei_rate">1.64</field>
<field name="ei_earnings">65700.00</field>
<field name="emp_ei_amount">1077.48</field>
<field name="employer_ei_amount">1508.47</field>
<!-- fiscal_year field should reference your fiscal year record -->
</record>
</data>
</odoo>