NPO-Accounting/payroll-import
6
0
Fork 0
Code Issues Pull requests Projects Releases Packages Wiki Activity Actions

Confirm my questions for Rosanne

Browse source
This commit is contained in:
Ben Sturmfels 2024-02-23 10:16:50 +11:00
parent f91302fbd4
commit 77b603a1dd
Signed by: bsturmfels
GPG key ID: 023C05E2C9C068F0
2 changed files with 5 additions and 9 deletions
Show stats Download patch file Download diff file Expand all files Collapse all files

4
TODO.md
View file

@ -3,7 +3,3 @@
* Validation/error handling on CLI arguments - required options like csv, date, period
* Potentially move employee-name->entity-tag into config
* Potentially move cat->payroll-type into config
* Confirm it's "Withholding" in individual taxes and "Liability" in employer taxes
* Confirm extra NY-only insurance/asset postings in individual taxes
* Confirm lack of :Tax: in employer taxes eg. "US:Medicare", not "US:Tax:Medicare" as in individual taxes
* Confirm lack of :memo for Karen

10
src/import.clj
View file

@ -158,9 +158,8 @@
(for [[name records] (group-by :name data)]
(let [retirement-lines (filter #(= (:type %) "Retirement") records)
witholding-lines (filter #(= (:type %) "Withholding") records)
;; TODO: We seem to add these extra insurance/asset postings for
;; Karen (NY) only, but not for say Pono/Sage/Bradley (OR). Confirm
;; with Rosanne.
;; We add these extra disability insurance/asset postings for NY only
;; as discussed in beancount/doc/Payroll.md.
insurance-lines (filter #(and (= (:type %) "Withholding")
(str/starts-with? (:category %) "NY Disability")) records)
total-retirement (->> retirement-lines
@ -222,7 +221,8 @@
{:account "Expenses:Payroll:Tax"
:amount amount
:currency "USD"
;; TODO: Check lack of ":Tax:" with Rosanne.
;; Use eg. "US:Medicare", not "US:Tax:Medicare" as
;; in individual-taxes as confirmed by Rosanne.
:meta (assoc-project
name
{:entity name
@ -237,7 +237,7 @@
:meta (assoc-project
name
{:entity (first (str/split category #" "))
:memo name
:memo name ; distinguishes multiple employees in one state
:payroll-type (str "US:" (cat->payroll-type category))})})
total-unemploy (->> unemploy-postings (map :amount) (reduce +))
asset-postings [{:account "Assets:FR:Check2721"