Update french paysheet rates.

Add comments and TODOs.
Clean file.
Normalize "fixed/forfait" datas.

git-svn-id: https://svn.erp5.org/repos/public/erp5/trunk@10825 20353a03-c40f-0410-a6d1-a30d3c3de9de

bt5/erp5_payroll/SkinTemplateItem/portal_skins/erp5_payroll/PaySheetTransaction_preCalculation_l10n_fr_2006.xml

@@ -74,6 +74,14 @@
   This script define all rates to apply in 2006 to calculate an entire paysheet\n
     according french fiscal & social rules for a SME.\n
 """\n
+\n
+\n
+\n
+##########################\n
+# This part of the script define usefull variables to help us calculate dynamic rates and contributions.\n
+# This part depend mostly of the current localisation.\n
+##########################\n
+\n
 global paysheet\n
 paysheet      = context.getObject()\n
 paysheet_type = paysheet.getPortalType()\n
@@ -86,9 +94,6 @@ gross_salary = abs(paysheet.getGrossSalary())\n
 start_date   = paysheet.getStartDate()\n
 stop_date    = paysheet.getStopDate()\n
 \n
-\n
-### This part of the script define usefull variables to help us calculate dynamic rates\n
-\n
 # Each year, look at http://www.urssaf.fr to complete the table\n
 ceiling_salary_list = { 2003: 2432.0\n
                       , 2004: 2476.0\n
@@ -161,56 +166,82 @@ else:\n
   comp_type = \'new\'\n
 \n
 \n
-### This part of the script aggregate base salary and rates.\n
 \n
-default = {}\n
+##########################\n
+# This part of the script create the data structure designed to hold the result of pre calculation.\n
+# TODO: This part must be generic to be moved outside this localized script. Probably in PaySheetTransaction_preCalculation.\n
+##########################\n
 \n
-# Initialize all variables to None\n
-paysheet_services = []\n
-erp5site = context.portal_url.getPortalObject()\n
+# \'d\' is the dict which contain the default values of the Pay Sheet fast input\n
+d = {}\n
 \n
-# during 06/2005 service module has been renamed service_module\n
+# During 06/2005 service module has been renamed service_module\n
 # both names are supported\n
 # XXX This should definitly use portal_catalog !!!\n
-if hasattr(erp5site, \'payroll_service_module\') :\n
+# XXX The following code will be deprecated when the Payroll Service portal type will be used\n
+erp5site = context.portal_url.getPortalObject()\n
+if hasattr(erp5site, \'payroll_service_module\'):\n
   service_module = erp5site.payroll_service_module\n
-elif hasattr(erp5site, \'service_module\') :\n
+elif hasattr(erp5site, \'service_module\'):\n
   service_module = erp5site.service_module\n
-else :\n
+else:\n
   service_module = erp5site.service\n
 \n
+# Check service validity\n
+# TODO: Use a validation workflow on Payroll Service and check the validity of a Service there\n
+# TODO: Only choose services of the current localisation.\n
+paysheet_services = []\n
 for service in service_module.objectValues():\n
   base_cat = service.getVariationRangeBaseCategoryList()\n
   if \'tax_category\' in base_cat and \'salary_range\' in base_cat:\n
     paysheet_services.append(service)\n
-for serv in paysheet_services:\n
-  cat_list = serv.getCategoryList()\n
-  tax_cat = []\n
-  range_cat = []\n
-  for cat in cat_list:\n
-    if str(cat).find(\'tax_category\') != -1:\n
-      tax_cat.append(cat)\n
-    if str(cat).find(\'salary_range\') != -1:\n
-      range_cat.append(cat)\n
-  for base in range_cat:\n
-    mycategory = context.portal_categories.resolveCategory(base)\n
-    if mycategory is None:\n
-      context.log("PaySheetTransaction_preCalculation", "WARNING! Category not found: %s" % base)\n
+\n
+\n
+for service in paysheet_services:\n
+  # XXX Is there a better way to get categorylist ? Something like getCategoryList(base=\'tax_category\') will be nice to have.\n
+  service_categories = service.getCategoryList()\n
+  tax_categories          = []\n
+  salary_range_categories = []\n
+  for category in service_categories:\n
+    if   category.startswith(\'tax_category/\'): tax_categories.append(category)\n
+    elif category.startswith(\'salary_range/\'): salary_range_categories.append(category)\n
+  for salary_range in salary_range_categories:\n
+    salary_range_object = context.portal_categories.resolveCategory(salary_range)\n
+    if salary_range_object is None:\n
+      context.log( "PaySheetTransaction_preCalculation"\n
+                 , "WARNING! Category not found: %s" % salary_range\n
+                 )\n
     else:\n
-      new_name = serv.getId() + \'/\' + mycategory.getId()\n
-      default[new_name] = { \'employer_rate\': None\n
+      preview_line_uid = "%s/%s" % (service.getId(), salary_range_object.getId())\n
+      d[preview_line_uid] = { \'employer_rate\': None\n
                             , \'employee_rate\': None\n
                             , \'base\'         : None\n
                             }\n
 \n
+\n
+\n
+##########################\n
+# This part of the script calculate the default salaey range and rates.\n
+# This part is the core of the script: all rates and amounts are defined below.\n
+#\n
+# Here is a model of a line definition:\n
+#   d[\'payroll_service_id/salary_range_category_id\'] = \\\n
+#   { \'employer_rate\' : employer_rate_in_percent\n
+#   , \'employee_rate\' : employee_rate_in_percent\n
+#   , \'base\'          : contribution_base_in_currency\n
+#   }\n
+# Rates and base must be floats.\n
+# Be carefull: Rates are not in percents !\n
+##########################\n
+\n
 # Sickness insurance = Assurance maladie\n
 if executive:\n
   employer_rate = None\n
-  employee_rate = 1.15\n
+  employee_rate = 0.85\n
 else:\n
   employer_rate = 13.10\n
   employee_rate = 0.75\n
-default[\'sickness_insurance/salaire_brut\'] = \\\n
+d[\'sickness_insurance/salaire_brut\'] = \\\n
 { \'employer_rate\' : employer_rate\n
 , \'employee_rate\' : employee_rate\n
 , \'base\'          : gross_salary\n
@@ -218,18 +249,18 @@ default[\'sickness_insurance/salaire_brut\'] = \\\n
 \n
 # Old-age insurance = Assurance vieillesse\n
 if executive:\n
-  default[\'oldage_insurance/salaire_plafonne\'] = \\\n
+  d[\'oldage_insurance/salaire_plafonne\'] = \\\n
   { \'employer_rate\' : None\n
   , \'employee_rate\' : 6.65\n
   , \'base\'          : limited_salary\n
   }\n
 else:\n
-  default[\'oldage_insurance/salaire_brut\'] = \\\n
+  d[\'oldage_insurance/salaire_brut\'] = \\\n
   { \'employer_rate\' : 1.60\n
   , \'employee_rate\' : 0.10\n
   , \'base\'          : gross_salary\n
   }\n
-  default[\'oldage_insurance/salaire_plafonne\'] = \\\n
+  d[\'oldage_insurance/salaire_plafonne\'] = \\\n
   { \'employer_rate\' : 8.30\n
   , \'employee_rate\' : 6.65\n
   , \'base\'          : limited_salary\n
@@ -237,7 +268,7 @@ else:\n
 \n
 # Family benefits = Allocations familliale\n
 if not executive:\n
-  default[\'family_benefits/salaire_brut\'] = \\\n
+  d[\'family_benefits/salaire_brut\'] = \\\n
   { \'employer_rate\' : 5.40\n
   , \'employee_rate\' : None\n
   , \'base\'          : gross_salary\n
@@ -245,7 +276,7 @@ if not executive:\n
 \n
 # Industrial accident = Accidents du travail\n
 if not executive:\n
-  default[\'industrial_accident/salaire_brut\'] = \\\n
+  d[\'industrial_accident/salaire_brut\'] = \\\n
   { \'employer_rate\' : 1.10\n
   , \'employee_rate\' : None\n
   , \'base\'          : gross_salary\n
@@ -253,13 +284,13 @@ if not executive:\n
 \n
 # Lodging helps = Aide au logemenent\n
 # if company_size > 9:\n
-#   default[\'lodging_helps/salaire_brut\'] = \\\n
+#   d[\'lodging_helps/salaire_brut\'] = \\\n
 #   { \'employer_rate\' : 0.40\n
 #   , \'employee_rate\' : None\n
 #   , \'base\'          : gross_salary\n
 #   }\n
 # else:\n
-#   default[\'lodging_helps/salaire_plafonne\'] = \\\n
+#   d[\'lodging_helps/salaire_plafonne\'] = \\\n
 #   { \'employer_rate\' : 0.10\n
 #   , \'employee_rate\' : None\n
 #   , \'base\'          : limited_salary\n
@@ -268,33 +299,33 @@ if not executive:\n
 # Transport payment\n
 # TODO: rate depending of the town, 1.80 is the \'default\' value (when the town isn\'t referenced by laws)\n
 if company_size > 9:\n
-  default[\'transport_payment/salaire_brut\'] = \\\n
+  d[\'transport_payment/salaire_brut\'] = \\\n
   { \'employer_rate\' : 1.80\n
   , \'employee_rate\' : None\n
   , \'base\'          : gross_salary\n
   }\n
 \n
 # CSG\n
-default[\'csg_deductible/salaire_brut_csg\'] = \\\n
+d[\'csg_deductible/salaire_brut_csg\'] = \\\n
 { \'employer_rate\' : None\n
 , \'employee_rate\' : 5.10\n
 , \'base\'          : 0.97 * gross_salary\n
 }\n
-default[\'csg_non_deductible/salaire_brut_csg\'] = \\\n
+d[\'csg_non_deductible/salaire_brut_csg\'] = \\\n
 { \'employer_rate\' : None\n
 , \'employee_rate\' : 2.9\n
 , \'base\'          : 0.97 * gross_salary\n
 }\n
 \n
 # CRDS\n
-# default[\'crds/salaire_brut_crds\'] = \\\n
+# d[\'crds/salaire_brut_crds\'] = \\\n
 # { \'employer_rate\' : None\n
 # , \'employee_rate\' : 0.50\n
 # , \'base\'          : 0.97 * gross_salary\n
 # }\n
 \n
 # Unemployment insurance = Assurance chomage\n
-default[\'unemployment_insurance/salaire_brut\'] = \\\n
+d[\'unemployment_insurance/salaire_brut\'] = \\\n
 { \'employer_rate\' : 4.04\n
 , \'employee_rate\' : 2.44\n
 , \'base\'          : gross_salary\n
@@ -305,7 +336,7 @@ default[\'unemployment_insurance/salaire_brut\'] = \\\n
 fngs_employer_rate = 0.25\n
 if start_date >= DateTime(2006, 7, 1):\n
   fngs_employer_rate = 0.15\n
-default[\'fngs/salaire_brut\'] = \\\n
+d[\'fngs/salaire_brut\'] = \\\n
 { \'employer_rate\' : fngs_employer_rate\n
 , \'employee_rate\' : None\n
 , \'base\'          : gross_salary\n
@@ -314,7 +345,7 @@ default[\'fngs/salaire_brut\'] = \\\n
 # ARRCO\n
 if not executive:\n
   if salary_slices.has_key(\'1\'):\n
-    default[\'arrco/tranche_1\'] = \\\n
+    d[\'arrco/tranche_1\'] = \\\n
     { \'employer_rate\' : 4.5\n
     , \'employee_rate\' : 3.0\n
     , \'base\'          : salary_slices[\'1\']\n
@@ -326,14 +357,13 @@ if not executive:\n
     else:\n
       employee_share_rate = 8.0\n
       employer_share_rate = 12.0\n
-\n
-    default[\'arrco/tranche_2\'] = \\\n
+    d[\'arrco/tranche_2\'] = \\\n
     { \'employer_rate\' : employer_share_rate\n
     , \'employee_rate\' : employee_share_rate\n
     , \'base\'          : salary_slices[\'2\']\n
     }\n
 elif salary_slices.has_key(\'A\'):\n
-  default[\'arrco/tranche_a\'] = \\\n
+  d[\'arrco/tranche_a\'] = \\\n
   { \'employer_rate\' : 4.5\n
   , \'employee_rate\' : 3.0\n
   , \'base\'          : salary_slices[\'A\']\n
@@ -342,26 +372,26 @@ elif salary_slices.has_key(\'A\'):\n
 # AGFF\n
 if executive:\n
   if salary_slices.has_key(\'A\'):\n
-    default[\'agff_tranche_a/tranche_a\'] = \\\n
+    d[\'agff_tranche_a/tranche_a\'] = \\\n
     { \'employer_rate\' : 1.20\n
     , \'employee_rate\' : 0.80\n
     , \'base\'          : salary_slices[\'A\']\n
     }\n
   if salary_slices.has_key(\'B\'):\n
-    default[\'agff_tranche_b/tranche_b\'] = \\\n
+    d[\'agff_tranche_b/tranche_b\'] = \\\n
     { \'employer_rate\' : 1.30\n
     , \'employee_rate\' : 0.90\n
     , \'base\'          : salary_slices[\'B\']\n
     }\n
 else:\n
   if salary_slices.has_key(\'1\'):\n
-    default[\'agff_tranche_a/tranche_1\'] = \\\n
+    d[\'agff_tranche_a/tranche_1\'] = \\\n
     { \'employer_rate\' : 1.20\n
     , \'employee_rate\' : 0.80\n
     , \'base\'          : salary_slices[\'1\']\n
     }\n
   if salary_slices.has_key(\'2\'):\n
-    default[\'agff_tranche_b/tranche_2\'] = \\\n
+    d[\'agff_tranche_b/tranche_2\'] = \\\n
     { \'employer_rate\' : 1.30\n
     , \'employee_rate\' : 0.90\n
     , \'base\'          : salary_slices[\'2\']\n
@@ -371,14 +401,14 @@ else:\n
 # TODO: fix the repartition of share rate in case of slice C\n
 if executive:\n
   if salary_slices.has_key(\'B\'):\n
-    default[\'argic/tranche_b\'] = \\\n
+    d[\'argic/tranche_b\'] = \\\n
     { \'employer_rate\' : 12.60\n
     , \'employee_rate\' : 7.70\n
     , \'base\'          : salary_slices[\'B\']\n
     }\n
   if salary_slices.has_key(\'C\'):\n
     # free repartition (20.30% to share between employee & employer)\n
-    default[\'argic/tranche_c\'] = \\\n
+    d[\'argic/tranche_c\'] = \\\n
     { \'employer_rate\' : 10.15\n
     , \'employee_rate\' : 10.15\n
     , \'base\'          : salary_slices[\'C\']\n
@@ -387,19 +417,19 @@ if executive:\n
 # CET\n
 if executive:\n
   if salary_slices.has_key(\'A\'):\n
-    default[\'cet/tranche_a\'] = \\\n
+    d[\'cet/tranche_a\'] = \\\n
     { \'employer_rate\' : 0.22\n
     , \'employee_rate\' : 0.13\n
     , \'base\'          : salary_slices[\'A\']\n
     }\n
   if salary_slices.has_key(\'B\'):\n
-    default[\'cet/tranche_b\'] = \\\n
+    d[\'cet/tranche_b\'] = \\\n
     { \'employer_rate\' : 0.22\n
     , \'employee_rate\' : 0.13\n
     , \'base\'          : salary_slices[\'B\']\n
     }\n
   if salary_slices.has_key(\'C\'):\n
-    default[\'cet/tranche_c\'] = \\\n
+    d[\'cet/tranche_c\'] = \\\n
     { \'employer_rate\' : 0.22\n
     , \'employee_rate\' : 0.13\n
     , \'base\'          : salary_slices[\'C\']\n
@@ -407,7 +437,7 @@ if executive:\n
 \n
 # Life insurance = Assurance vie\n
 # if executive == True and salary_slices.has_key(\'A\'):\n
-#   default[\'life_insurance/tranche_a\'] = \\\n
+#   d[\'life_insurance/tranche_a\'] = \\\n
 #   { \'employer_rate\' : 1.5\n
 #   , \'employee_rate\' : None\n
 #   , \'base\'          : salary_slices[\'A\']\n
@@ -415,36 +445,36 @@ if executive:\n
 \n
 # APEC forfaitaire\n
 if executive:\n
-  default[\'apec/forfait\'] = \\\n
+  d[\'apec/forfait\'] = \\\n
   { \'employer_rate\' : 3.72\n
   , \'employee_rate\' : 2.49\n
-  , \'base\'          : 100.0\n
+  , \'base\'          : 1.0\n
   }\n
   if salary_slices.has_key(\'B\'):\n
-    default[\'apec/tranche_b\'] = \\\n
+    d[\'apec/tranche_b\'] = \\\n
     { \'employer_rate\' : 0.036\n
     , \'employee_rate\' : 0.024\n
     , \'base\'          : salary_slices[\'B\']\n
     }\n
 \n
-# Retirement = Retraite forfaitaire\n
+# Retirement = Retraite Cadre forfaitaire\n
 if executive:\n
-  default[\'cavcic/forfait\'] = \\\n
-  { \'employer_rate\' : 34.58\n
-  , \'employee_rate\' : 20.75\n
-  , \'base\'          : 100.0\n
+  d[\'cavcic/forfait\'] = \\\n
+  { \'employer_rate\' : 35.62\n
+  , \'employee_rate\' : 21.21\n
+  , \'base\'          : 1.0\n
   }\n
 \n
 # construction tax\n
 # if company_size > 9:\n
-#   default[\'construction_tax/salaire_brut\'] = \\\n
+#   d[\'construction_tax/salaire_brut\'] = \\\n
 #   { \'employer_rate\' : 0.45\n
 #   , \'employee_rate\' : None\n
 #   , \'base\'          : gross_salary\n
 #   }\n
 \n
 # training tax\n
-# default[\'training_tax/salaire_brut\'] = \\\n
+# d[\'training_tax/salaire_brut\'] = \\\n
 # { \'employer_rate\' : 0.50\n
 # , \'employee_rate\' : None\n
 # , \'base\'          : gross_salary\n
@@ -455,7 +485,7 @@ if executive:\n
 #   rate = 0.15\n
 # else:\n
 #   rate = 1.5\n
-# default[\'courses_tax/salaire_brut\'] = \\\n
+# d[\'courses_tax/salaire_brut\'] = \\\n
 # { \'employer_rate\' : rate\n
 # , \'employee_rate\' : None\n
 # , \'base\'          : gross_salary\n
@@ -471,7 +501,7 @@ if col_agr not in (None, \'\') and \'syntec\' in col_agr.lower():\n
   syntec_rate = 0.96\n
   if employee.getMaritalStatusId() == \'married\':\n
     syntec_rate *= 2\n
-  default[\'syntec_insurance/salaire_plafonne_syntec\'] = \\\n
+  d[\'syntec_insurance/salaire_plafonne_syntec\'] = \\\n
   { \'employer_rate\' : syntec_rate\n
   , \'employee_rate\' : syntec_rate\n
   , \'base\'          : ceiling_salary\n
@@ -483,33 +513,47 @@ if col_agr not in (None, \'\') and \'syntec\' in col_agr.lower():\n
 #   * non-working days (= absences)\n
 # Thanks to this, the accountant has the freedom to add the missing amount of money\n
 #   that this script can\'t guess.\n
-default[\'retenue_maladie/forfait\'] = \\\n
+d[\'retenue_maladie/forfait\'] = \\\n
 { \'employer_rate\' : None\n
 , \'employee_rate\' : None\n
-, \'base\'          : 100.0\n
+, \'base\'          : 1.0\n
 }\n
-default[\'primes/forfait\'] = \\\n
+d[\'primes/forfait\'] = \\\n
 { \'employer_rate\' : None\n
 , \'employee_rate\' : None\n
-, \'base\'          : 100.0\n
+, \'base\'          : 1.0\n
 }\n
-default[\'absences/forfait\'] = \\\n
+d[\'absences/forfait\'] = \\\n
 { \'employer_rate\' : None\n
 , \'employee_rate\' : None\n
-, \'base\'          : 100.0\n
+, \'base\'          : 1.0\n
 }\n
 \n
 # Also add a brand new line for "Reduction Fillon", a negative contribution.\n
 # This tax can be calculated automaticcaly.\n
 # Because of lack of time we just let the accountant do the work.\n
 # See coresponding service description for more details.\n
-default[\'reduction_fillon_forfait/forfait\'] = \\\n
+d[\'reduction_fillon_forfait/forfait\'] = \\\n
 { \'employer_rate\' : None\n
 , \'employee_rate\' : None\n
-, \'base\'          : 100.0\n
+, \'base\'          : 1.0\n
 }\n
 \n
-return default\n
+# Because all rates above are written in percents, we must convert them in pure floats.\n
+# TODO: this part is generic, so move it to PaySheetTransaction_preCalculation script.\n
+for line_id in d.keys():\n
+  # Only \'Fixed\' (or \'Forfait\' in french) base are expressed in percents\n
+  if not line_id.endswith(\'/forfait\'):\n
+    # Fix percents\n
+    for share_type in [\'employer_rate\', \'employee_rate\']:\n
+      share_value = d[line_id][share_type]\n
+      if share_value not in (\'\', None):\n
+        d[line_id][share_type] = share_value / 100.0\n
+  # Normalize the value of \'Fixed\' (or \'Forfait\' in french) base to 1.0\n
+  else:\n
+    d[line_id][\'base\'] = 1.0\n
+\n
+return d\n
 
 
 ]]></string> </value>
@@ -600,24 +644,22 @@ return default\n
                             <string>DateTime</string>
                             <string>old_limit</string>
                             <string>comp_type</string>
-                            <string>default</string>
-                            <string>paysheet_services</string>
+                            <string>d</string>
                             <string>erp5site</string>
                             <string>hasattr</string>
                             <string>service_module</string>
+                            <string>paysheet_services</string>
                             <string>_getiter_</string>
                             <string>service</string>
                             <string>base_cat</string>
-                            <string>serv</string>
-                            <string>cat_list</string>
-                            <string>tax_cat</string>
-                            <string>range_cat</string>
-                            <string>cat</string>
-                            <string>str</string>
-                            <string>base</string>
-                            <string>mycategory</string>
+                            <string>service_categories</string>
+                            <string>tax_categories</string>
+                            <string>salary_range_categories</string>
+                            <string>category</string>
+                            <string>salary_range</string>
+                            <string>salary_range_object</string>
                             <string>None</string>
-                            <string>new_name</string>
+                            <string>preview_line_uid</string>
                             <string>employer_rate</string>
                             <string>employee_rate</string>
                             <string>fngs_employer_rate</string>
@@ -625,6 +667,9 @@ return default\n
                             <string>employer_share_rate</string>
                             <string>col_agr</string>
                             <string>syntec_rate</string>
+                            <string>line_id</string>
+                            <string>share_type</string>
+                            <string>share_value</string>
                           </tuple>
                         </value>
                     </item>

bt5/erp5_payroll/bt/change_log

+2006-10-19 Kevin
+* Update french paysheet rates.
+
 2006-10-18 Kevin
 * Add new french payroll services.
 * Do not display base and rate for "forfait" services.

bt5/erp5_payroll/bt/revision

-21
+10
\ No newline at end of file

bt5/erp5_payroll/bt/version

-0.1.11
+0.1.12
\ No newline at end of file