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gsinghpal
350
fusion_payroll/models/payroll_report_tax.py
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350
fusion_payroll/models/payroll_report_tax.py
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# -*- coding: utf-8 -*-
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"""
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Tax Reports
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===========
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- Payroll Tax Liability
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- Payroll Tax Payments
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- Payroll Tax and Wage Summary
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"""
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from odoo import api, fields, models, _
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class PayrollReportTaxLiability(models.AbstractModel):
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"""
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Payroll Tax Liability Report
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Shows tax amounts owed vs paid.
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"""
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_name = 'payroll.report.tax.liability'
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_inherit = 'payroll.report'
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_description = 'Payroll Tax Liability Report'
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report_name = 'Payroll Tax Liability'
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report_code = 'tax_liability'
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filter_employee = False
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def _get_columns(self):
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return [
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{'name': _('Tax Type'), 'field': 'tax_type', 'type': 'char', 'sortable': True},
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{'name': _('Tax Amount'), 'field': 'tax_amount', 'type': 'monetary', 'sortable': True},
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{'name': _('Tax Paid'), 'field': 'tax_paid', 'type': 'monetary', 'sortable': True},
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{'name': _('Tax Owed'), 'field': 'tax_owed', 'type': 'monetary', 'sortable': True},
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]
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def _get_lines(self, options):
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date_from = options.get('date', {}).get('date_from')
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date_to = options.get('date', {}).get('date_to')
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# Build domain for payslips
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domain = [
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('state', 'in', ['done', 'paid']),
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('company_id', '=', self.env.company.id),
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]
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if date_from:
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domain.append(('date_from', '>=', date_from))
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if date_to:
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domain.append(('date_to', '<=', date_to))
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payslips = self.env['hr.payslip'].search(domain)
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# Calculate totals by tax type
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tax_totals = {
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'income_tax': {'name': _('Income Tax'), 'amount': 0, 'codes': ['FED_TAX', 'PROV_TAX']},
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'ei_employee': {'name': _('Employment Insurance'), 'amount': 0, 'codes': ['EI']},
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'ei_employer': {'name': _('Employment Insurance Employer'), 'amount': 0, 'codes': ['EI_ER']},
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'cpp_employee': {'name': _('Canada Pension Plan'), 'amount': 0, 'codes': ['CPP']},
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'cpp_employer': {'name': _('Canada Pension Plan Employer'), 'amount': 0, 'codes': ['CPP_ER']},
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'cpp2_employee': {'name': _('Second Canada Pension Plan'), 'amount': 0, 'codes': ['CPP2']},
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'cpp2_employer': {'name': _('Second Canada Pension Plan Employer'), 'amount': 0, 'codes': ['CPP2_ER']},
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}
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for slip in payslips:
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if not hasattr(slip, 'line_ids') or not slip.line_ids:
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continue
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for line in slip.line_ids:
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if not hasattr(line, 'code') or not line.code:
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continue
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for key, data in tax_totals.items():
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if line.code in data['codes']:
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tax_totals[key]['amount'] += abs(line.total or 0)
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# Get paid amounts from remittances
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remittance_domain = [
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('state', '=', 'paid'),
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('company_id', '=', self.env.company.id),
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]
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if date_from:
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remittance_domain.append(('period_start', '>=', date_from))
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if date_to:
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remittance_domain.append(('period_end', '<=', date_to))
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remittances = self.env['hr.tax.remittance'].search(remittance_domain)
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# Safely get remittance fields
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def safe_sum(records, field_name):
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if not records:
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return 0
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try:
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return sum(records.mapped(field_name)) or 0
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except:
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return 0
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paid_totals = {
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'income_tax': safe_sum(remittances, 'income_tax'),
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'ei_employee': safe_sum(remittances, 'ei_employee'),
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'ei_employer': safe_sum(remittances, 'ei_employer'),
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'cpp_employee': safe_sum(remittances, 'cpp_employee'),
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'cpp2_employee': safe_sum(remittances, 'cpp2_employee'),
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'cpp_employer': safe_sum(remittances, 'cpp_employer'),
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'cpp2_employer': safe_sum(remittances, 'cpp2_employer'),
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}
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lines = []
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grand_total = {'amount': 0, 'paid': 0, 'owed': 0}
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# Federal Taxes header
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lines.append({
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'id': 'federal_header',
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'name': _('Federal Taxes'),
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'values': {
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'tax_type': _('Federal Taxes'),
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'tax_amount': '',
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'tax_paid': '',
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'tax_owed': '',
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},
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'level': -1,
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'class': 'fw-bold',
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})
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for key, data in tax_totals.items():
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paid = paid_totals.get(key, 0)
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owed = data['amount'] - paid
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grand_total['amount'] += data['amount']
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grand_total['paid'] += paid
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grand_total['owed'] += owed
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lines.append({
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'id': f'tax_{key}',
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'name': data['name'],
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'values': {
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'tax_type': f" {data['name']}",
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'tax_amount': data['amount'],
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'tax_paid': paid,
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'tax_owed': owed,
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},
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'level': 0,
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})
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# Grand total
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lines.append({
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'id': 'grand_total',
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'name': _('Total'),
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'values': {
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'tax_type': _('Total'),
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'tax_amount': grand_total['amount'],
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'tax_paid': grand_total['paid'],
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'tax_owed': grand_total['owed'],
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},
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'level': -1,
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'class': 'o_payroll_report_total fw-bold',
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})
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return lines
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class PayrollReportTaxPayments(models.AbstractModel):
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"""
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Payroll Tax Payments Report
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Shows history of tax remittance payments.
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"""
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_name = 'payroll.report.tax.payments'
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_inherit = 'payroll.report'
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_description = 'Payroll Tax Payments Report'
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report_name = 'Payroll Tax Payments'
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report_code = 'tax_payments'
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filter_employee = False
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def _get_columns(self):
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return [
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{'name': _('Payment Date'), 'field': 'payment_date', 'type': 'date', 'sortable': True},
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{'name': _('Tax Type'), 'field': 'tax_type', 'type': 'char', 'sortable': True},
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{'name': _('Amount'), 'field': 'amount', 'type': 'monetary', 'sortable': True},
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{'name': _('Payment Method'), 'field': 'payment_method', 'type': 'char', 'sortable': False},
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{'name': _('Notes'), 'field': 'notes', 'type': 'char', 'sortable': False},
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]
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def _get_lines(self, options):
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date_from = options.get('date', {}).get('date_from')
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date_to = options.get('date', {}).get('date_to')
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domain = [
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('state', '=', 'paid'),
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('company_id', '=', self.env.company.id),
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]
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if date_from:
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domain.append(('payment_date', '>=', date_from))
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if date_to:
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domain.append(('payment_date', '<=', date_to))
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remittances = self.env['hr.tax.remittance'].search(domain, order='payment_date desc')
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lines = []
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for rem in remittances:
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period_start = getattr(rem, 'period_start', '') or ''
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period_end = getattr(rem, 'period_end', '') or ''
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period_str = f"{period_start} - {period_end}" if period_start and period_end else ''
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lines.append({
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'id': f'remit_{rem.id}',
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'name': rem.name or 'Unknown',
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'values': {
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'payment_date': getattr(rem, 'payment_date', '') or '',
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'tax_type': f"Federal Taxes\n{period_str}" if period_str else 'Federal Taxes',
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'amount': getattr(rem, 'total', 0) or 0,
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'payment_method': getattr(rem, 'payment_method', None) or 'Manual',
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'notes': getattr(rem, 'payment_reference', None) or '',
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},
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'level': 0,
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'model': 'hr.tax.remittance',
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'res_id': rem.id,
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})
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return lines
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class PayrollReportTaxWageSummary(models.AbstractModel):
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"""
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Payroll Tax and Wage Summary Report
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Shows total wages, excess wages, taxable wages, and tax amounts.
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"""
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_name = 'payroll.report.tax.wage.summary'
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_inherit = 'payroll.report'
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_description = 'Payroll Tax and Wage Summary Report'
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report_name = 'Payroll Tax and Wage Summary'
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report_code = 'tax_wage_summary'
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filter_employee = False
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def _get_columns(self):
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return [
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{'name': _('Tax Type'), 'field': 'tax_type', 'type': 'char', 'sortable': True},
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{'name': _('Total Wages'), 'field': 'total_wages', 'type': 'monetary', 'sortable': True},
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{'name': _('Excess Wages'), 'field': 'excess_wages', 'type': 'monetary', 'sortable': True},
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{'name': _('Taxable Wages'), 'field': 'taxable_wages', 'type': 'monetary', 'sortable': True},
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{'name': _('Tax Amount'), 'field': 'tax_amount', 'type': 'monetary', 'sortable': True},
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]
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def _get_lines(self, options):
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date_from = options.get('date', {}).get('date_from')
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date_to = options.get('date', {}).get('date_to')
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domain = [
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('state', 'in', ['done', 'paid']),
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('company_id', '=', self.env.company.id),
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]
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if date_from:
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domain.append(('date_from', '>=', date_from))
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if date_to:
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domain.append(('date_to', '<=', date_to))
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payslips = self.env['hr.payslip'].search(domain)
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# Calculate totals - safely handle missing gross_wage field
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total_wages = 0
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for slip in payslips:
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total_wages += getattr(slip, 'gross_wage', 0) or 0
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# Tax calculations
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tax_data = [
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{
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'name': _('Income Tax'),
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'codes': ['FED_TAX', 'PROV_TAX'],
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'total_wages': total_wages,
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'excess_wages': 0, # No excess for income tax
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},
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{
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'name': _('Employment Insurance'),
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'codes': ['EI'],
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'total_wages': total_wages,
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'excess_wages': 0, # Would need to calculate based on max
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},
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{
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'name': _('Employment Insurance Employer'),
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'codes': ['EI_ER'],
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'total_wages': total_wages,
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'excess_wages': 0,
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},
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{
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'name': _('Canada Pension Plan'),
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'codes': ['CPP'],
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'total_wages': total_wages,
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'excess_wages': 0,
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},
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{
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'name': _('Canada Pension Plan Employer'),
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'codes': ['CPP_ER'],
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'total_wages': total_wages,
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'excess_wages': 0,
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},
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{
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'name': _('Second Canada Pension Plan'),
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'codes': ['CPP2'],
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'total_wages': total_wages,
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'excess_wages': 0,
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},
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{
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'name': _('Second Canada Pension Plan Employer'),
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'codes': ['CPP2_ER'],
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'total_wages': total_wages,
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'excess_wages': 0,
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},
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]
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lines = []
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# Federal header
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lines.append({
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'id': 'federal_header',
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'name': _('Federal Taxes'),
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'values': {
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'tax_type': _('Federal Taxes'),
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'total_wages': '',
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'excess_wages': '',
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'taxable_wages': '',
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'tax_amount': '',
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},
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'level': -1,
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'class': 'fw-bold',
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})
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grand_tax = 0
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for data in tax_data:
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tax_amount = 0
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for slip in payslips:
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if not hasattr(slip, 'line_ids') or not slip.line_ids:
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continue
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for line in slip.line_ids:
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if not hasattr(line, 'code') or not line.code:
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continue
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if line.code in data['codes']:
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tax_amount += abs(line.total or 0)
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taxable = data['total_wages'] - data['excess_wages']
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grand_tax += tax_amount
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lines.append({
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'id': f"tax_{data['name']}",
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'name': data['name'],
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'values': {
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'tax_type': f" {data['name']}",
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'total_wages': data['total_wages'],
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'excess_wages': data['excess_wages'],
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'taxable_wages': taxable,
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'tax_amount': tax_amount,
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},
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'level': 0,
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})
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return lines
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