Odoo-Modules/fusion_payroll/docs/EXTRACTION_LOG.md

Fusion Payroll - Canada

Reverse Engineered from: pragmatic_odoo_canada_payroll

Extraction Date: 2024-12-31
Target Base: Odoo Enterprise hr_payroll
Original Module: pragmatic_odoo_canada_payroll (90 external identifiers)

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Module Summary

What Was Extracted

Component	Count	Status
New Models	2	✅ Complete
Extended Models	2	✅ Complete
Views	4	✅ Complete
Salary Structure	1	✅ Complete
Salary Rule Category	1	✅ Complete
Salary Rules	14	✅ Complete
Tax Data Records	14	✅ Complete
Security Rules	2	✅ Complete

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Models

New Models Created

1. tax.yearly.rates

Configuration for yearly tax rates (Federal, Provincial, CPP, EI)

Field	Type	Description
fiscal_year	Many2one	Link to account.fiscal.year
tax_type	Selection	federal / provincial
ded_type	Selection	cpp / ei
tax_yearly_rate_ids	One2many	Tax bracket lines
fed_tax_credit	Float	Federal tax credit
provincial_tax_credit	Float	Provincial tax credit
canada_emp_amount	Float	Canada Employment Amount
exemption	Float	CPP exemption amount
max_cpp	Float	Maximum CPP contribution
emp_contribution_rate	Float	Employee CPP rate
employer_contribution_rate	Float	Employer CPP rate
ei_date	Date	EI effective date
ei_rate	Float	EI rate
ei_earnings	Float	Maximum EI earnings
emp_ei_amount	Float	Employee EI amount
employer_ei_amount	Float	Employer EI amount

2. tax.yearly.rate.line

Tax bracket lines for federal/provincial taxes

Field	Type	Description
tax_id	Many2one	Parent tax.yearly.rates
tax_bracket	Float	Income threshold
tax_rate	Float	Tax rate percentage
tax_constant	Float	Tax constant

Extended Models

1. hr.contract

Added fields for employee tax credits:

• fed_tax_credit - Federal Tax Credit
• provincial_tax_credit - Provincial Tax Credit

2. hr.salary.rule.category

Added fields to link Canadian payroll configuration:

• cpp_deduction_id - Link to CPP yearly rates
• ei_deduction_id - Link to EI yearly rates
• fed_tax_id - Link to Federal tax rates
• provincial_tax_id - Link to Provincial tax rates
• Related fields for CPP/EI values

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Salary Structure

Name: Canada salary structure
Code: Canada
Parent: Base for new structures

Salary Rules in Structure

Sequence	Name	Code	Category	Type
1	Basic Salary	BASIC	Basic	Base
5	House Rent Allowance	HRA	Allowance	Base
6	Dearness Allowance	DA	Allowance	Base
7	Travel Allowance	Travel	Allowance	Base
8	Meal Allowance	Meal	Allowance	Base
9	Medical Allowance	Medical	Allowance	Base
100	Gross	GROSS	Gross	Computed
103	CPP_Employee	CPP_EMPLOYEE	Deduction	Python
104	CPP_Employer	CPP_EMPLOYER	Company Contribution	Python
105	EI_Employee	EI_EMPLOYEE	Deduction	Python
106	EI_Employer	EI_EMPLOYER	Company Contribution	Python
107	Federal Income Tax	FED	Deduction	Python
108	Province Income Tax	PR	Deduction	Python
200	Net Salary	NET	Net	Computed

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Tax Data (2025)

Federal Tax Brackets (Canada)

Bracket	Rate	Constant
$55,867	15.00%	$0
$111,733	20.50%	$0
$173,205	26.00%	$0
$246,752	29.00%	$0
$246,752+	33.00%	$0

Canada Employment Amount: $1,433.00

Provincial Tax Brackets (Ontario)

Bracket	Rate	Constant
$52,886	5.05%	$0
$105,775	9.15%	$0
$150,000	11.16%	$0
$220,000	12.16%	$0
$220,000+	13.16%	$0

CPP (Canada Pension Plan)

• Employee Contribution Rate: 5.95%
• Employer Contribution Rate: 5.95%
• Exemption Amount: $134.61 (per pay period)
• Maximum CPP: $4,034.10

EI (Employment Insurance)

• EI Rate: 1.64%
• Maximum EI Earnings: $65,700.00
• Employee EI Amount: $1,077.48
• Employer EI Amount: $1,508.47

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Calculation Logic

Pay Period

The module assumes semi-monthly pay periods (24 per year).
All annual amounts are divided by 24.

CPP Calculation

CPP = (GROSS - Exemption/24) * Rate / 100

Capped at annual maximum with year-to-date tracking.

EI Calculation

EI = GROSS * Rate / 100

Capped at annual maximum with year-to-date tracking. Employer pays 1.4x employee portion.

Tax Calculation

Uses progressive tax brackets:

1. Determine bracket based on semi-monthly wage
2. Apply rate and constant
3. Subtract tax credits (personal credits, CPP, EI, Canada Employment)

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Installation

1. Copy module to Odoo addons directory
2. Update Apps List
3. Install "Fusion Payroll - Canada"
4. Configure:
   • Create Fiscal Year if needed
   • Go to Payroll → Configuration → Yearly Rates
   • Link CPP, EI, Federal, Provincial records to Salary Rule Category
   • Assign Canada structure to employee contracts

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Notes

• Year-to-date calculations use hardcoded date ranges (update for each year)
• Tax brackets should be updated annually per CRA guidelines
• Employer EI is 1.4x employee portion
• Module designed for Ontario - add other provinces as needed