[ADD] hr_payroll_tds: Introduced Tax Declaration Sub-menu

With this commit
================

- Added a Tax Declaration sub-menu under the Contracts menu, allowing users
  to define new TDS declarations.
- Introduced a "Generate Declarations" button in the TDS declaration form,
  opening a wizard for selecting employees.

- Implemented four selection modes for employee filtering:
    - By Employee
    - By Department
    - By Job Position
    - By Salary Structure
- Based on the selected mode, the relevant field (e.g., list of departments
  for "By Department") is dynamically displayed.
- Employees are filtered according to the selected criteria, ensuring that only
  those with valid contracts are included.

- TDS Declaration Form Enhancements:
    - A stat button now displays the count of generated tax declarations.
    - Clicking the stat button opens a list view of the generated declarations.
    - Clicking on a specific declaration opens its form view for detailed review.

- TDS Calculation & Deductions:
   - The Tax Declaration tab in the form now computes TDS based on
     the New Tax Regime and an employee’s total income.
   - Added an "Other Deductions" tab to manage additional deductions.

- Integration with Employee Form:
   - A TDS Declaration stat button is now available on the Employee form.
   - Clicking it opens a list of TDS declarations related to
     the selected employee.

Author: siha-odoo

.gitignore

@@ -127,3 +127,4 @@ dmypy.json
 
 # Pyre type checker
 .pyre/
+.vscode/shortcuts.json

hr_payroll_tds/__init__.py

@@ -0,0 +1,2 @@
+from . import models
+from . import wizard

hr_payroll_tds/__manifest__.py

@@ -0,0 +1,20 @@
+{
+    "name": "Payroll/TDS",
+    "version": "1.0",
+    "author": "Harsh Siddhpara siha",
+    "summary": "Add Tax Declaration in contracts menu",
+    "depends": ["l10n_in_hr_payroll"],
+    "data": [
+        "security/security.xml",
+        "security/ir.model.access.csv",
+        "wizard/hr_tds_declaration_wizard_view.xml",
+        "views/hr_tds_declaration_views.xml",
+        "views/hr_payroll_menu.xml",
+        "views/hr_tds_declaration_details_views.xml",
+        "views/hr_tds_report.xml",
+        "views/report_tds_declaration_template.xml",
+        "data/hr_rule_parameters_data.xml"
+    ],
+    "installable": True,
+    "license": "LGPL-3",
+}

hr_payroll_tds/data/hr_rule_parameters_data.xml

@@ -0,0 +1,33 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="l10n_in_rule_parameter_tds_tax_slabs" model="hr.rule.parameter">
+        <field name="name">India: TDS Rate Chart New Regime</field>
+        <field name="code">l10n_in_tds_rate_chart_new_regime</field>
+        <field name="country_id" ref="base.in"/>
+    </record>
+    <record id="l10n_in_rule_parameter_tds_tax_slabs_value" model="hr.rule.parameter.value">
+        <field name="parameter_value">[
+            (0.0, (0, 300000),0),
+            (0.05, (300001, 700000),0),
+            (0.1, (700001, 1000000),20000),
+            (0.15, (1000001, 1200000),50000),
+            (0.2, (1200001, 1500000),80000),
+            (0.3, (1500001, float('inf')),140000)
+        ]</field>
+        <field name="rule_parameter_id" ref="l10n_in_rule_parameter_tds_tax_slabs"/>
+        <field name="date_from" eval="datetime(2000, 1, 1).date()"/>
+    </record>
+
+    <record id="l10n_in_rule_parameter_standard_deduction_new_regime" model="hr.rule.parameter">
+        <field name="name">India: Standard Deduction New Regime</field>
+        <field name="code">l10n_in_standard_deduction_new_regime</field>
+        <field name="country_id" ref="base.in"/>
+    </record>
+    <record id="l10n_in_rule_parameter_standard_deduction_value" model="hr.rule.parameter.value">
+        <field name="parameter_value">75000</field>
+        <field name="rule_parameter_id" ref="l10n_in_rule_parameter_standard_deduction_new_regime"/>
+        <field name="date_from" eval="datetime(2000, 1, 1).date()"/>
+    </record>
+
+</odoo>

hr_payroll_tds/models/__init__.py

@@ -0,0 +1,3 @@
+from . import hr_tds_declaration
+from . import hr_tds_declaration_details
+from . import hr_employee

hr_payroll_tds/models/hr_employee.py

@@ -0,0 +1,16 @@
+from odoo import exceptions, models
+
+class Employee(models.Model):
+    _inherit = "hr.employee"
+
+    def action_open_related_tds_declaration(self):
+        """Opens the TDS Declarations associated with the current employee."""
+
+        action = self.env["ir.actions.actions"]._for_xml_id("hr_payroll_tds.action_open_declarations")
+        target_ids = self.env["hr.tds.declaration.details"].search([("employee_id", "=", self.id)])
+        if not target_ids:
+            raise exceptions.UserError("No TDS declaration available for current employee.")   
+        action["views"] = [[False, "list"], [False, "form"]]
+        action["domain"] = [("id", "in", target_ids.ids)]
+
+        return action

hr_payroll_tds/models/hr_tds_declaration.py

@@ -0,0 +1,61 @@
+import datetime
+from odoo import api, fields, models
+
+class HrTdsDeclaration(models.Model):
+    _name = "hr.tds.declaration"
+    _description = "TDS declaration"
+
+    def _get_financial_year_selection(self):
+        current_year = datetime.date.today().year
+        previous_year = f"{current_year-1}-{current_year}"
+        current_financial_year = f"{current_year}-{current_year+1}"
+        return [(previous_year, previous_year), (current_financial_year, current_financial_year)]
+    
+    name = fields.Char(string="TDS Declaration", required=True)
+    tds_declaration_ids = fields.One2many("hr.tds.declaration.details", "tds_declaration_id")
+    financial_year = fields.Selection(
+        selection=_get_financial_year_selection,
+        string="Financial Year",
+        required=True,
+        default=lambda self: f"{datetime.date.today().year}-{datetime.date.today().year + 1}",
+        )
+    start_date = fields.Date(string="Start Date", compute="_compute_dates",readonly=False)
+    end_date = fields.Date(string="End Date", compute="_compute_dates",readonly=False)
+    tds_declaration_count = fields.Integer(compute="_compute_declarations_count")
+    company_id = fields.Many2one("res.company", default=lambda self: self.env.company)
+    state = fields.Selection(
+        selection=[
+            ("new", "New"),
+            ("draft", "Draft"),
+            ("confirmed", "Confirmed"),
+            ("accepted", "Accepted")
+        ],
+        string="Status",
+        default = "new"
+    )
+
+    @api.depends("financial_year")
+    def _compute_dates(self):
+        if self.financial_year:
+            start_year = int(self.financial_year.split("-")[0])
+            end_year = int(self.financial_year.split("-")[1])
+            self.start_date = fields.Date.to_date(f"{start_year}-04-01")
+            self.end_date = fields.Date.to_date(f"{end_year}-03-31")
+    
+    def _compute_declarations_count(self):
+        self.tds_declaration_count = len(self.tds_declaration_ids)
+    
+    def action_approved(self):
+        self.state = "accepted"
+
+    def action_set_to_draft(self):
+        self.state = "draft"
+    
+    def action_open_declarations(self):
+        return {
+            "type": "ir.actions.act_window",
+            "res_model": "hr.tds.declaration.details",
+            "views": [[False, "list"], [False, "form"]],
+            "domain": [["id", "in", self.tds_declaration_ids.ids]],
+            "name": f"TDS Declaration {self.financial_year}",
+        }

hr_payroll_tds/models/hr_tds_declaration_details.py

@@ -0,0 +1,160 @@
+from odoo import api, fields, models
+
+class HrTdsDeclarationDetails(models.Model):
+    _name = "hr.tds.declaration.details"
+    _description = "Hr TDS declaration  details for genearated employees"
+
+    name = fields.Char(string="Tax Declarations")
+    tds_declaration_id = fields.Many2one("hr.tds.declaration", string="TDS Declaration")
+    employee_id = fields.Many2one("hr.employee")
+    contract_id = fields.Many2one("hr.contract", string="Contract")
+    start_date = fields.Date(string="Start Date")
+    end_date = fields.Date(string="End Date")
+    financial_year = fields.Char(string="Financial Year")
+    state = fields.Selection(
+        selection= [
+            ("new", "New"),
+            ("verify", "Confirmed"),
+            ("approve", "Approved"),
+            ("cancel", "Cancelled")
+        ],
+        string="Status",
+        default="new"
+    )
+    tax_regime = fields.Selection(
+        selection= [
+            ("new_regime", "New Regime"),
+            ("old_regiem", "Old Regime")
+        ],
+        string="Tax Regime",
+        default="new_regime"
+    )
+    age_category = fields.Selection(
+        selection= [
+            ("lt60", "Less Than 60"),
+            ("60to80", "60 - 80"),
+            ("gt80", "Above 80")
+        ],
+        string="Category (Age)",
+        default="lt60"
+    )
+    currency_id = fields.Many2one("res.currency", default=lambda self: self.env.company.currency_id.id)
+    total_income = fields.Monetary(string="Total Income (yearly)", compute="_compute_total_income", inverse="_inverse_total_income", readonly=False, store=True)
+    standard_deduction = fields.Monetary(string="Standard Deducation", compute="_compute_standard_deduction", readonly=True)
+    taxable_amount = fields.Monetary(string="Taxable Amount", compute="_compute_taxable_amount")
+    tax_on_taxable_amount = fields.Monetary(string="Tax On Taxable Amount", compute="_compute_taxable_amount")
+    rebate = fields.Monetary(string="Rebate Under Section 87A(a)", compute="_compute_taxable_amount")
+    total_tax_on_income = fields.Monetary(string="Total Tax On Income", compute="_compute_taxable_amount")
+    surcharge = fields.Monetary(string="Surcharge", compute="_compute_taxable_amount")
+    health_education_cess = fields.Monetary(string="Health and Education Cess", compute="_compute_taxable_amount")
+    total_tax_to_pay = fields.Monetary(string="Total Tax to be Paid", compute="_compute_taxable_amount")
+    monthly_tds = fields.Monetary(string="Monthly TDS Payable", compute="_compute_monthly_tds")
+    other_income_source = fields.Monetary(string="Other Source of Income")
+    other_allowance = fields.Monetary(string="Other Allowance Details")
+    #Below field is used to store manually added Total Income to ensure that while modifying other_income_source & other_allowance values are reflecting in correct manner into Total Income 
+    manually_added_total_income = fields.Float()
+    
+    @api.depends("other_income_source", "other_allowance")
+    def _compute_total_income(self):
+        for record in self:
+            if record.manually_added_total_income and record.total_income:
+                record.total_income = record.manually_added_total_income + record.other_income_source + record.other_allowance
+            else:
+                record.total_income = (record.contract_id.wage * 12 if record.contract_id.wage else 0) + record.other_income_source + record.other_allowance
+            
+    def _inverse_total_income(self):
+        for record in self:
+            if record.total_income != (record.contract_id.wage * 12 if record.contract_id.wage else 0) + record.other_income_source + record.other_allowance:
+                record.manually_added_total_income = record.total_income
+                record.total_income += record.other_income_source + record.other_allowance
+
+    
+    def _compute_standard_deduction(self):
+        for record in self:
+            record.standard_deduction = record.env['hr.rule.parameter']._get_parameter_from_code('l10n_in_standard_deduction_new_regime')
+    
+    @api.depends("total_income")
+    def _compute_taxable_amount(self):
+        """Computes the taxable amount, tax, rebate, surcharge, and total tax payable 
+            based on predefined tax slabs and thresholds.
+
+            - Calculates `taxable_amount` after standard deductions.
+            - Determines tax liability using progressive tax slabs.
+            - Applies rebate if income is below the rebate threshold.
+            - Computes surcharge for incomes exceeding the surcharge threshold.
+            - Ensures surcharge does not exceed legal limits.
+            - Adds health & education cess (4%) to derive total tax payable.
+        """
+        rule_parameter = self.env['hr.rule.parameter']
+        tax_slabs = rule_parameter._get_parameter_from_code('l10n_in_tds_rate_chart_new_regime')
+        tax_slabs_for_surcharge = rule_parameter._get_parameter_from_code('l10n_in_surcharge_rate')
+        min_income_for_surcharge = rule_parameter._get_parameter_from_code('l10n_in_min_income_surcharge')
+        min_income_for_rebate = rule_parameter._get_parameter_from_code('l10n_in_min_income_tax_rebate')
+
+        for record in self:
+            record.taxable_amount = max(record.total_income - record.standard_deduction, 0)
+
+            tax = 0
+            for rate, (lower, upper), fixed_tax in tax_slabs:
+                if record.taxable_amount >= lower and record.taxable_amount <= upper:
+                    taxable_amount_temp = record.taxable_amount - lower
+                    tax = fixed_tax + round(taxable_amount_temp * rate)
+            record.tax_on_taxable_amount = tax
+
+            if record.taxable_amount >= min_income_for_rebate:
+                marginal_income = record.taxable_amount - min_income_for_rebate
+                record.rebate = max(record.tax_on_taxable_amount - marginal_income, 0)
+            else:
+                record.rebate = record.tax_on_taxable_amount
+            record.total_tax_on_income = record.tax_on_taxable_amount - record.rebate
+
+            if record.taxable_amount > min_income_for_surcharge:
+                surcharge = 0
+                for rate, amount in tax_slabs_for_surcharge:
+                    if record.taxable_amount <= float(amount[1]):
+                        surcharge = record.total_tax_on_income * rate
+                        break
+
+                max_tax_slabs = rule_parameter._get_parameter_from_code('l10n_in_max_surcharge_tax_rate')
+                max_taxable_income, max_tax, max_surcharge = 0, 0, 0
+
+                for income, tax, surcharge_rate in max_tax_slabs:
+                    if record.taxable_amount <= income:
+                        break
+                    else:
+                        max_taxable_income, max_tax, max_surcharge = income, tax, surcharge_rate
+
+                excess_income = record.taxable_amount - max_taxable_income
+                max_tax_with_surcharge = max_tax + max_surcharge
+                total_tax_with_surcharge = record.total_tax_on_income + surcharge
+                excess_tax = total_tax_with_surcharge - max_tax_with_surcharge
+
+                if excess_tax - excess_income > 0:
+                    record.surcharge = max_tax_with_surcharge + record.taxable_amount - max_taxable_income - record.total_tax_on_income
+                else:
+                    record.surcharge = surcharge
+            else:
+                record.surcharge = 0.0
+
+            record.health_education_cess = (record.total_tax_on_income + record.surcharge) * 0.04
+            record.total_tax_to_pay = record.total_tax_on_income + record.health_education_cess + record.surcharge
+    
+    @api.depends("total_tax_to_pay")
+    def _compute_monthly_tds(self):
+        for record in self:
+            record.monthly_tds = record.total_tax_to_pay / 12
+
+    def action_tds_declaration_confirm(self):
+        if self.state == "new":
+            self.state = "verify"
+    
+    def action_tds_declaration_approve(self):
+        if self.state in ("new", "verify"):
+            self.state = "approve"
+
+    def action_tds_declaration_cancel(self):
+        if self.state not in ("cancel"):
+            self.state = "cancel"
+    
+    def action_print_tds_declaration(self):
+        return self.env.ref('hr_payroll_tds.action_report_tds_declaration').report_action(self.id)

hr_payroll_tds/security/ir.model.access.csv

@@ -0,0 +1,5 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+hr_payroll_tds_declaration,hr_payroll_tds_declaration,model_hr_tds_declaration,hr_payroll_tds.group_hr_tds_user,1,1,1,1
+hr_payroll_tds_declaration_wizard,hr_payroll_tds_declaration_wizard,model_hr_tds_declaration_wizard,base.group_user,1,1,1,0
+hr_tds_declaration_details,hr_tds_declaration_details,model_hr_tds_declaration_details,hr_payroll_tds.group_hr_tds_user,1,1,1,0
+hr_employee_tds,hr_employee_tds,model_hr_employee,hr_payroll.group_hr_payroll_user,1,1,1,0

hr_payroll_tds/security/security.xml

@@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="group_hr_tds_user" model="res.groups">
+        <field name="name">Officer: Manage all tds</field>
+        <field name="category_id" ref="base.module_category_human_resources_payroll"/>
+    </record>
+
+    <record id="hr_tds_declaration_rule" model="ir.rule">
+        <field name="name">Record rule according to current company</field>
+        <field name="model_id" ref="model_hr_tds_declaration"/>
+        <field name="domain_force">[('company_id', '=', company_id)]</field>
+        <field name="groups" eval="[(4, ref('group_hr_tds_user'))]"/>
+    </record>
+
+</odoo>

hr_payroll_tds/tests/__init__.py

@@ -0,0 +1 @@
+from . import test_hr_tds_declaration