Initial commit
This commit is contained in:
gsinghpal
546
fusion_payroll/models/payroll_config_settings.py
Normal file
546
fusion_payroll/models/payroll_config_settings.py
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# -*- coding: utf-8 -*-
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from odoo import models, fields, api, _
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from odoo.exceptions import UserError
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from datetime import date
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class PayrollConfigSettings(models.Model):
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"""
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Payroll Configuration Settings
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One record per company storing all payroll-related settings.
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"""
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_name = 'payroll.config.settings'
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_description = 'Payroll Configuration Settings'
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_rec_name = 'company_id'
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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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ondelete='cascade',
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)
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@api.model
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def default_get(self, fields_list):
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"""Ensure we get or create settings for the current company."""
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res = super().default_get(fields_list)
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company_id = self.env.context.get('default_company_id') or self.env.company.id
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if 'company_id' in fields_list:
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res['company_id'] = company_id
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return res
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@api.model_create_multi
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def create(self, vals_list):
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"""Ensure only one settings record per company."""
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records = self.browse()
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for vals in vals_list:
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company_id = vals.get('company_id') or self.env.company.id
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# Check if settings already exist for this company
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existing = self.search([('company_id', '=', company_id)], limit=1)
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if existing:
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# Update existing instead of creating new
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existing.write(vals)
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records |= existing
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else:
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# Create new record
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new_record = super(PayrollConfigSettings, self).create([vals])
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records |= new_record
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return records
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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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# =========================================================================
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# GENERAL TAX INFO
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# =========================================================================
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company_legal_name = fields.Char(
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string='Company Legal Name',
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help='Legal name of the company (may differ from trade/DBA name)',
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)
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company_legal_street = fields.Char(
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string='Street Address',
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help='Legal address street',
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)
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company_legal_street2 = fields.Char(
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string='Street Address 2',
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)
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company_legal_city = fields.Char(
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string='City',
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)
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company_legal_country_id = fields.Many2one(
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'res.country',
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string='Country',
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default=lambda self: self.env.ref('base.ca', raise_if_not_found=False),
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)
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company_legal_state_id = fields.Many2one(
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'res.country.state',
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string='Province',
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domain="[('country_id', '=?', company_legal_country_id)]",
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)
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@api.onchange('company_legal_country_id')
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def _onchange_company_legal_country_id(self):
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"""Clear state when country changes."""
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if self.company_legal_country_id and self.company_legal_state_id:
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if self.company_legal_state_id.country_id != self.company_legal_country_id:
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self.company_legal_state_id = False
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company_legal_zip = fields.Char(
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string='Postal Code',
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)
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# =========================================================================
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# CONTACT INFORMATION
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# =========================================================================
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payroll_contact_first_name = fields.Char(
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string='First Name',
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help='First name of the primary payroll contact',
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)
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payroll_contact_last_name = fields.Char(
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string='Last Name',
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help='Last name of the primary payroll contact',
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)
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payroll_contact_phone = fields.Char(
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string='Business Phone',
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help='Business phone number for payroll contact',
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)
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payroll_contact_email = fields.Char(
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string='Email Address',
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help='Email address for payroll contact (required for ROE and T4 forms)',
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)
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# =========================================================================
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# FEDERAL TAX INFO
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# =========================================================================
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cra_business_number = fields.Char(
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string='CRA Business Number',
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help='Canada Revenue Agency Business Number',
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)
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cra_reference_number = fields.Char(
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string='Reference Number',
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help='CRA Reference Number (RP prefix)',
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default='0001',
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)
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cra_owner1_sin = fields.Char(
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string='SIN: Owner 1',
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help='Social Insurance Number for Owner 1',
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)
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cra_owner2_sin = fields.Char(
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string='SIN: Owner 2',
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help='Social Insurance Number for Owner 2 (optional)',
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)
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cra_representative_rac = fields.Char(
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string='Representative Identifier (RAC)',
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help='CRA Representative Authorization Code (optional)',
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)
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federal_tax_payment_frequency = fields.Selection([
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('monthly', 'Monthly'),
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('quarterly', 'Quarterly'),
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('annually', 'Annually'),
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], string='Payment Frequency', default='monthly')
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federal_tax_effective_date = fields.Date(
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string='Effective Date',
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help='Date when this payment frequency became effective',
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)
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federal_tax_form_type = fields.Char(
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string='Form Type',
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default='Form PD7A',
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help='CRA form type (e.g., Form PD7A)',
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)
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federal_tax_display = fields.Char(
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string='Current Schedule',
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compute='_compute_federal_tax_display',
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help='Display format: "Form PD7A, paying monthly since 01/01/2019"',
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)
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# =========================================================================
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# PROVINCIAL TAX INFO (One2many to payment schedules)
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# =========================================================================
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provincial_tax_schedule_ids = fields.One2many(
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'payroll.tax.payment.schedule',
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'config_id',
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string='Provincial Tax Payment Schedules',
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help='Date-effective payment schedules by province',
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)
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# =========================================================================
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# EMAIL NOTIFICATIONS
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# =========================================================================
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notification_email_primary_ids = fields.Many2many(
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'res.partner',
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'payroll_config_notification_primary_rel',
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'config_id',
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'partner_id',
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string='Primary Notification Recipients',
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help='Contacts who will receive primary payroll notifications',
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)
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notification_send_to_options = [
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('you', 'Send to you'),
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('accountants', 'Send to accountant(s)'),
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('both', 'Send to you and accountant(s)'),
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]
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notification_setup_send_to = fields.Selection(
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notification_send_to_options,
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string='Setup Notifications',
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default='both',
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)
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notification_form_filing_send_to = fields.Selection(
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notification_send_to_options,
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string='Form Filing Notifications',
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default='both',
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)
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notification_payday_send_to = fields.Selection(
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notification_send_to_options,
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string='Payday Notifications',
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default='both',
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)
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notification_tax_send_to = fields.Selection(
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notification_send_to_options,
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string='Tax Notifications',
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default='both',
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)
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notification_payday_reminders_send_to = fields.Selection(
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notification_send_to_options,
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string='Payday Reminders',
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default='both',
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)
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notification_tax_setup_reminders_send_to = fields.Selection(
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notification_send_to_options,
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string='Tax Setup Reminders',
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default='both',
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)
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# =========================================================================
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# PRINTING PREFERENCES
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# =========================================================================
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print_preference = fields.Selection([
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('pay_stubs_only', 'Pay stubs only'),
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('paycheques_and_stubs', 'Paycheques and pay stubs on QuickBooks-compatible cheque paper'),
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], string='Print Preference', default='paycheques_and_stubs')
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paystub_layout = fields.Selection([
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('one_pay_stub', 'Paycheque and 1 pay stub'),
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('two_pay_stubs', 'Paycheque and 2 pay stubs'),
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], string='Paystub Layout',
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help='Number of pay stubs per paycheque',
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default='two_pay_stubs',
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)
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show_accrued_vacation_hours = fields.Boolean(
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string='Show Accrued Vacation Hours on Pay Stub',
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default=True,
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)
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show_accrued_vacation_balance = fields.Boolean(
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string='Show Accrued Vacation Balance on Pay Stub',
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default=False,
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)
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# =========================================================================
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# DIRECT DEPOSIT
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# =========================================================================
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direct_deposit_funding_time = fields.Selection([
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('1-day', '1-day'),
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('2-day', '2-day'),
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('3-day', '3-day'),
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], string='Funding Time', default='2-day',
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help='Time for direct deposit funds to be available',
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)
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direct_deposit_funding_limit = fields.Monetary(
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string='Funding Limit',
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currency_field='currency_id',
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default=0.0,
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help='Maximum amount per payroll for direct deposit (0 = no limit)',
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)
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direct_deposit_funding_period_days = fields.Integer(
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string='Funding Period (Days)',
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default=6,
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help='Period in days for funding limit calculation',
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)
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# =========================================================================
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# BANK ACCOUNTS
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# =========================================================================
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payroll_bank_account_id = fields.Many2one(
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'account.journal',
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string='Payroll Bank Account',
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domain="[('type', 'in', ('bank', 'cash')), ('company_id', '=', company_id)]",
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help='Bank or cash journal used for payroll payments',
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ondelete='set null',
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)
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@api.onchange('company_id')
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def _onchange_company_id(self):
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"""Update journal and account domains when company changes."""
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if self.company_id:
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return {
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'domain': {
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'payroll_bank_account_id': [('type', 'in', ('bank', 'cash')), ('company_id', '=', self.company_id.id)],
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'account_bank_account_id': [('account_type', '=', 'asset_cash'), ('company_ids', 'parent_of', self.company_id.id)],
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'account_wage_expense_id': [('account_type', 'in', ('expense', 'liability_current')), ('company_ids', 'parent_of', self.company_id.id)],
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'account_employer_tax_expense_id': [('account_type', 'in', ('expense', 'liability_current')), ('company_ids', 'parent_of', self.company_id.id)],
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'account_federal_tax_liability_id': [('account_type', 'in', ('expense', 'liability_current')), ('company_ids', 'parent_of', self.company_id.id)],
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'account_ontario_tax_liability_id': [('account_type', 'in', ('expense', 'liability_current')), ('company_ids', 'parent_of', self.company_id.id)],
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'account_vacation_pay_liability_id': [('account_type', 'in', ('expense', 'liability_current')), ('company_ids', 'parent_of', self.company_id.id)],
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}
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}
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else:
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return {
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'domain': {
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'payroll_bank_account_id': [('type', 'in', ('bank', 'cash'))],
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'account_bank_account_id': [('account_type', '=', 'asset_cash')],
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'account_wage_expense_id': [('account_type', 'in', ('expense', 'liability_current'))],
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'account_employer_tax_expense_id': [('account_type', 'in', ('expense', 'liability_current'))],
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'account_federal_tax_liability_id': [('account_type', 'in', ('expense', 'liability_current'))],
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'account_ontario_tax_liability_id': [('account_type', 'in', ('expense', 'liability_current'))],
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'account_vacation_pay_liability_id': [('account_type', 'in', ('expense', 'liability_current'))],
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}
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}
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payroll_principal_officer_info = fields.Text(
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string='Principal Officer Information',
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help='Information about the principal officer for payroll',
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)
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# =========================================================================
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# WORKERS' COMPENSATION
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# =========================================================================
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workers_comp_province = fields.Selection([
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('AB', 'Alberta'),
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('BC', 'British Columbia'),
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('MB', 'Manitoba'),
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('NB', 'New Brunswick'),
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('NL', 'Newfoundland and Labrador'),
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('NS', 'Nova Scotia'),
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('NT', 'Northwest Territories'),
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('NU', 'Nunavut'),
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('ON', 'Ontario'),
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('PE', 'Prince Edward Island'),
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('QC', 'Quebec'),
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('SK', 'Saskatchewan'),
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('YT', 'Yukon'),
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], string='Province', help='Province for workers\' compensation')
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workers_comp_class = fields.Char(
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string='Workers\' Comp Class',
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help='Workers\' compensation class code',
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)
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workers_comp_account_number = fields.Char(
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string='Workers\' Comp Account Number',
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help='Workers\' compensation account number',
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)
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# =========================================================================
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# ACCOUNTING PREFERENCES (Optional - requires account module)
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# =========================================================================
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account_bank_account_id = fields.Many2one(
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'account.account',
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string='Paycheque and Payroll Tax Payments',
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domain="[('account_type', '=', 'asset_cash'), ('company_ids', 'parent_of', company_id)]",
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help='Bank and cash account in chart of accounts for payroll',
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ondelete='set null',
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)
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account_wage_expense_id = fields.Many2one(
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'account.account',
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string='Wage Expenses',
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domain="[('account_type', 'in', ('expense', 'liability_current')), ('company_ids', 'parent_of', company_id)]",
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help='Account for wage expenses (expense or current liability)',
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ondelete='set null',
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)
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account_employer_tax_expense_id = fields.Many2one(
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'account.account',
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string='Employer Tax Expenses',
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domain="[('account_type', 'in', ('expense', 'liability_current')), ('company_ids', 'parent_of', company_id)]",
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help='Account for employer tax expenses (expense or current liability)',
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ondelete='set null',
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)
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account_federal_tax_liability_id = fields.Many2one(
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'account.account',
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string='Federal Tax Liability',
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domain="[('account_type', 'in', ('expense', 'liability_current')), ('company_ids', 'parent_of', company_id)]",
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help='Account for federal tax liabilities (expense or current liability)',
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ondelete='set null',
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)
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account_ontario_tax_liability_id = fields.Many2one(
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'account.account',
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string='Ontario Tax Liability',
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domain="[('account_type', 'in', ('expense', 'liability_current')), ('company_ids', 'parent_of', company_id)]",
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help='Account for Ontario tax liabilities (expense or current liability)',
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ondelete='set null',
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)
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account_vacation_pay_liability_id = fields.Many2one(
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'account.account',
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string='Vacation Pay Liability',
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domain="[('account_type', 'in', ('expense', 'liability_current')), ('company_ids', 'parent_of', company_id)]",
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help='Account for vacation pay liabilities (expense or current liability)',
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ondelete='set null',
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)
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account_class_tracking = fields.Selection([
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('none', 'I don\'t use classes for payroll transactions'),
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('same', 'I use the same class for all employees'),
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('different', 'I use different classes for different employees'),
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], string='Class Tracking',
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default='none',
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help='How do you want to track classes for payroll transactions in QuickBooks?',
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)
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# =========================================================================
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# AUTO PAYROLL
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# =========================================================================
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auto_payroll_enabled = fields.Boolean(
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string='Auto Payroll Enabled',
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default=False,
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compute='_compute_auto_payroll',
|
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help='Whether auto payroll is currently enabled (feature not implemented)',
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)
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auto_payroll_ineligibility_reason = fields.Char(
|
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string='Ineligibility Reason',
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compute='_compute_auto_payroll',
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help='Reason why auto payroll is not available',
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)
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# =========================================================================
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# WORK LOCATIONS (One2many)
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# =========================================================================
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work_location_ids = fields.One2many(
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'payroll.work.location',
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'company_id',
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string='Work Locations',
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)
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# =========================================================================
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# COMPUTED FIELDS
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# =========================================================================
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@api.depends('federal_tax_form_type', 'federal_tax_payment_frequency', 'federal_tax_effective_date')
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def _compute_federal_tax_display(self):
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"""Format federal tax schedule display."""
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for record in self:
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if record.federal_tax_effective_date and record.federal_tax_payment_frequency:
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freq_map = {
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'monthly': 'monthly',
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'quarterly': 'quarterly',
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'annually': 'annually',
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}
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freq = freq_map.get(record.federal_tax_payment_frequency, '')
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form_type = record.federal_tax_form_type or 'Form PD7A'
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date_str = record.federal_tax_effective_date.strftime('%m/%d/%Y')
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record.federal_tax_display = f"{form_type}, paying {freq} since {date_str}"
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else:
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record.federal_tax_display = ''
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@api.depends('company_id')
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def _compute_auto_payroll(self):
|
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"""Compute auto payroll eligibility (currently always False)."""
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for record in self:
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# Feature not implemented yet
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record.auto_payroll_enabled = False
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||||
# Check for employees enrolled (placeholder logic)
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||||
employee_count = self.env['hr.employee'].search_count([
|
||||
('company_id', '=', record.company_id.id),
|
||||
])
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if employee_count == 0:
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record.auto_payroll_ineligibility_reason = 'No employees enrolled'
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else:
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record.auto_payroll_ineligibility_reason = 'Feature not yet implemented'
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||||
# =========================================================================
|
||||
# HELPER METHODS
|
||||
# =========================================================================
|
||||
|
||||
def get_payroll_contact_name(self):
|
||||
"""Return full name of payroll contact."""
|
||||
self.ensure_one()
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||||
parts = []
|
||||
if self.payroll_contact_first_name:
|
||||
parts.append(self.payroll_contact_first_name)
|
||||
if self.payroll_contact_last_name:
|
||||
parts.append(self.payroll_contact_last_name)
|
||||
return ' '.join(parts) if parts else ''
|
||||
|
||||
def get_primary_notification_emails(self):
|
||||
"""Return comma-separated list of emails from primary notification recipients."""
|
||||
self.ensure_one()
|
||||
emails = []
|
||||
for partner in self.notification_email_primary_ids:
|
||||
if partner.email:
|
||||
emails.append(partner.email)
|
||||
return ', '.join(emails) if emails else ''
|
||||
|
||||
def get_primary_notification_partners(self):
|
||||
"""Return recordset of partners who should receive primary notifications."""
|
||||
self.ensure_one()
|
||||
return self.notification_email_primary_ids.filtered(lambda p: p.email)
|
||||
|
||||
def get_cra_payroll_account_number(self):
|
||||
"""Return formatted CRA payroll account number."""
|
||||
self.ensure_one()
|
||||
if self.cra_business_number and self.cra_reference_number:
|
||||
return f"{self.cra_business_number}RP{self.cra_reference_number.zfill(4)}"
|
||||
return ''
|
||||
|
||||
def get_current_tax_schedule(self, province, check_date=None):
|
||||
"""Get current tax payment schedule for a province."""
|
||||
self.ensure_one()
|
||||
if not check_date:
|
||||
check_date = date.today()
|
||||
|
||||
schedule = self.provincial_tax_schedule_ids.filtered(
|
||||
lambda s: s.province == province and s.is_current
|
||||
)
|
||||
return schedule[0] if schedule else False
|
||||
|
||||
_sql_constraints = [
|
||||
('unique_company', 'unique(company_id)', 'Only one payroll settings record is allowed per company.'),
|
||||
]
|
||||
|
||||
@api.model
|
||||
def get_settings(self, company_id=None):
|
||||
"""Get or create settings for a company."""
|
||||
if not company_id:
|
||||
company_id = self.env.company.id
|
||||
|
||||
settings = self.search([('company_id', '=', company_id)], limit=1)
|
||||
if not settings:
|
||||
settings = self.create({'company_id': company_id})
|
||||
return settings
|
||||
|
||||
def action_save(self):
|
||||
"""Save settings."""
|
||||
self.ensure_one()
|
||||
# Settings are auto-saved, this is just for the button
|
||||
return True
|
||||
|
||||
def action_edit_federal_tax(self):
|
||||
"""Toggle edit mode for federal tax fields."""
|
||||
self.ensure_one()
|
||||
# In a real implementation, this would toggle visibility of edit fields
|
||||
# For now, fields are always editable
|
||||
return True
|
||||
|
||||
def action_align_printer(self):
|
||||
"""Action for printer alignment (placeholder)."""
|
||||
self.ensure_one()
|
||||
# This would typically open a wizard or generate a test print
|
||||
# For now, just return a notification
|
||||
return {
|
||||
'type': 'ir.actions.client',
|
||||
'tag': 'display_notification',
|
||||
'params': {
|
||||
'title': _('Printer Alignment'),
|
||||
'message': _('Printer alignment feature will be implemented in a future update.'),
|
||||
'type': 'info',
|
||||
},
|
||||
}
|
||||
|
||||
def action_open_location(self):
|
||||
"""Open work location form (used from tree view)."""
|
||||
# This is called from the tree view button
|
||||
# The actual location opening is handled by the tree view's default behavior
|
||||
return True
|
||||
|
||||
@api.model
|
||||
def name_get(self):
|
||||
"""Return display name with company."""
|
||||
result = []
|
||||
for record in self:
|
||||
name = f"Payroll Settings - {record.company_id.name}"
|
||||
result.append((record.id, name))
|
||||
return result
|
||||
Reference in New Issue
Block a user