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gsinghpal
306
fusion_payroll/models/hr_tax_remittance.py
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306
fusion_payroll/models/hr_tax_remittance.py
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# -*- coding: utf-8 -*-
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from datetime import date, timedelta
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from dateutil.relativedelta import relativedelta
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from odoo import models, fields, api
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from odoo.exceptions import UserError
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class HrTaxRemittance(models.Model):
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_name = 'hr.tax.remittance'
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_description = 'Payroll Tax Remittance'
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_order = 'period_start desc'
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_inherit = ['mail.thread', 'mail.activity.mixin']
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STATE_SELECTION = [
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('draft', 'Draft'),
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('pending', 'Pending'),
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('due', 'Due Soon'),
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('past_due', 'Past Due'),
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('paid', 'Paid'),
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]
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PERIOD_TYPE = [
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('monthly', 'Monthly'),
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('quarterly', 'Quarterly'),
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]
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name = fields.Char(
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string='Reference',
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required=True,
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copy=False,
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default=lambda self: self.env['ir.sequence'].next_by_code('hr.tax.remittance') or 'New',
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)
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company_id = fields.Many2one(
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'res.company',
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string='Company',
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required=True,
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default=lambda self: self.env.company,
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)
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currency_id = fields.Many2one(
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related='company_id.currency_id',
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string='Currency',
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)
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state = fields.Selection(
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selection=STATE_SELECTION,
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string='Status',
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default='draft',
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tracking=True,
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compute='_compute_state',
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store=True,
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)
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# === Period Information ===
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period_type = fields.Selection(
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selection=PERIOD_TYPE,
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string='Period Type',
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default='monthly',
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)
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period_start = fields.Date(
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string='Period Start',
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required=True,
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)
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period_end = fields.Date(
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string='Period End',
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required=True,
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)
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due_date = fields.Date(
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string='Due Date',
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required=True,
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help='CRA remittance due date (15th of following month for regular remitters)',
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)
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# === CPP Amounts ===
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cpp_employee = fields.Monetary(
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string='CPP Employee',
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currency_field='currency_id',
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help='Total employee CPP contributions for period',
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)
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cpp_employer = fields.Monetary(
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string='CPP Employer',
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currency_field='currency_id',
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help='Total employer CPP contributions for period',
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)
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cpp2_employee = fields.Monetary(
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string='CPP2 Employee',
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currency_field='currency_id',
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help='Total employee CPP2 (second CPP) contributions for period',
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)
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cpp2_employer = fields.Monetary(
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string='CPP2 Employer',
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currency_field='currency_id',
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help='Total employer CPP2 contributions for period',
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)
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# === EI Amounts ===
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ei_employee = fields.Monetary(
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string='EI Employee',
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currency_field='currency_id',
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help='Total employee EI premiums for period',
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)
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ei_employer = fields.Monetary(
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string='EI Employer',
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currency_field='currency_id',
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help='Total employer EI premiums (1.4x employee) for period',
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)
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# === Tax Amounts ===
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income_tax = fields.Monetary(
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string='Income Tax',
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currency_field='currency_id',
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help='Total federal + provincial income tax withheld for period',
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)
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# === Totals ===
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total = fields.Monetary(
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string='Total Remittance',
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currency_field='currency_id',
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compute='_compute_total',
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store=True,
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)
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# === Payment Information ===
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payment_date = fields.Date(
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string='Payment Date',
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tracking=True,
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)
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payment_reference = fields.Char(
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string='Payment Reference',
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help='Bank reference or confirmation number',
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)
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payment_method = fields.Selection([
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('cra_my_business', 'CRA My Business Account'),
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('bank_payment', 'Bank Payment'),
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('cheque', 'Cheque'),
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], string='Payment Method')
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# === Linked Payslips ===
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payslip_ids = fields.Many2many(
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'hr.payslip',
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string='Related Payslips',
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help='Payslips included in this remittance period',
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)
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payslip_count = fields.Integer(
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string='Payslip Count',
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compute='_compute_payslip_count',
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)
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@api.depends('cpp_employee', 'cpp_employer', 'cpp2_employee', 'cpp2_employer',
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'ei_employee', 'ei_employer', 'income_tax')
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def _compute_total(self):
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for rec in self:
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rec.total = (
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rec.cpp_employee + rec.cpp_employer +
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rec.cpp2_employee + rec.cpp2_employer +
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rec.ei_employee + rec.ei_employer +
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rec.income_tax
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)
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@api.depends('due_date', 'payment_date')
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def _compute_state(self):
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today = date.today()
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for rec in self:
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if rec.payment_date:
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rec.state = 'paid'
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elif not rec.due_date:
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rec.state = 'draft'
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elif rec.due_date < today:
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rec.state = 'past_due'
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elif rec.due_date <= today + timedelta(days=7):
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rec.state = 'due'
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else:
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rec.state = 'pending'
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def _compute_payslip_count(self):
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for rec in self:
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rec.payslip_count = len(rec.payslip_ids)
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def action_calculate_amounts(self):
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"""Calculate remittance amounts from payslips in the period"""
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self.ensure_one()
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# Find all confirmed payslips in the period
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payslips = self.env['hr.payslip'].search([
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('company_id', '=', self.company_id.id),
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('state', 'in', ['validated', 'paid']),
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('date_from', '>=', self.period_start),
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('date_to', '<=', self.period_end),
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])
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if not payslips:
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raise UserError('No confirmed payslips found for this period.')
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# Sum up amounts by rule code
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cpp_ee = cpp_er = cpp2_ee = cpp2_er = 0
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ei_ee = ei_er = 0
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income_tax = 0
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for payslip in payslips:
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for line in payslip.line_ids:
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code = line.code
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amount = abs(line.total)
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if code == 'CPP_EE':
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cpp_ee += amount
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elif code == 'CPP_ER':
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cpp_er += amount
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elif code == 'CPP2_EE':
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cpp2_ee += amount
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elif code == 'CPP2_ER':
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cpp2_er += amount
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elif code == 'EI_EE':
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ei_ee += amount
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elif code == 'EI_ER':
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ei_er += amount
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elif code in ('FED_TAX', 'PROV_TAX'):
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income_tax += amount
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self.write({
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'cpp_employee': cpp_ee,
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'cpp_employer': cpp_er,
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'cpp2_employee': cpp2_ee,
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'cpp2_employer': cpp2_er,
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'ei_employee': ei_ee,
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'ei_employer': ei_er,
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'income_tax': income_tax,
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'payslip_ids': [(6, 0, payslips.ids)],
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})
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return {
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'type': 'ir.actions.client',
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'tag': 'display_notification',
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'params': {
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'title': 'Amounts Calculated',
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'message': f'Calculated from {len(payslips)} payslips. Total: ${self.total:,.2f}',
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'type': 'success',
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}
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}
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def action_mark_paid(self):
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"""Mark remittance as paid"""
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self.ensure_one()
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if not self.payment_date:
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self.payment_date = date.today()
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self.state = 'paid'
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def action_view_payslips(self):
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"""View related payslips"""
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self.ensure_one()
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return {
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'type': 'ir.actions.act_window',
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'name': 'Payslips',
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'res_model': 'hr.payslip',
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'view_mode': 'list,form',
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'domain': [('id', 'in', self.payslip_ids.ids)],
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}
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@api.model
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def _get_payment_frequency_from_settings(self, company_id=None):
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"""Get payment frequency from payroll settings."""
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if not company_id:
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company_id = self.env.company.id
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settings = self.env['payroll.config.settings'].get_settings(company_id)
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return settings.federal_tax_payment_frequency or 'monthly'
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def create_monthly_remittance(self, year, month, company_id=None):
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"""Create a monthly remittance record"""
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if not company_id:
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company_id = self.env.company.id
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# Get settings for payment frequency and CRA info
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settings = self.env['payroll.config.settings'].get_settings(company_id)
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payment_freq = settings.federal_tax_payment_frequency or 'monthly'
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# Calculate period dates
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period_start = date(year, month, 1)
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if month == 12:
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period_end = date(year + 1, 1, 1) - timedelta(days=1)
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due_date = date(year + 1, 1, 15)
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else:
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period_end = date(year, month + 1, 1) - timedelta(days=1)
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due_date = date(year, month + 1, 15)
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# Create the remittance
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remittance = self.create({
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'company_id': company_id,
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'period_type': payment_freq if payment_freq in ['monthly', 'quarterly'] else 'monthly',
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'period_start': period_start,
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'period_end': period_end,
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'due_date': due_date,
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})
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# Calculate amounts
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remittance.action_calculate_amounts()
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return remittance
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class HrTaxRemittanceSequence(models.Model):
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"""Create sequence for tax remittance"""
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_name = 'hr.tax.remittance.sequence'
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_description = 'Tax Remittance Sequence Setup'
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_auto = False
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def init(self):
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# This will be handled by ir.sequence data instead
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pass
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