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[UPDT] PAYROLL: Updated calculation method of employee contribution amount in deduction

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This commit is contained in:
Horilla
2024-03-15 11:45:51 +05:30
parent 54c30761c3
commit 052bd46023
3 changed files with 149 additions and 37 deletions
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36
payroll/methods/methods.py
View File

@@ -12,7 +12,7 @@ from dateutil.relativedelta import relativedelta
from base.methods import get_pagination
from leave.models import Holiday, CompanyLeave
from attendance.models import Attendance
from payroll.models.models import Contract, Payslip
from payroll.models.models import Contract, Deduction, Payslip
def get_holiday_dates(range_start: date, range_end: date) -> list:
@@ -579,6 +579,40 @@ def paginator_qry(qryset, page_number):
return qryset
def calculate_employer_contribution(data):
"""
This method is used to calculate the employer contribution
"""
pay_head_data = data["pay_data"]
deductions_to_process = [
pay_head_data.get("pretax_deductions"),
pay_head_data.get("post_tax_deductions"),
pay_head_data.get("tax_deductions"),
pay_head_data.get("net_deductions"),
]
for deductions in deductions_to_process:
if deductions:
for deduction in deductions:
if (
deduction.get("deduction_id")
and deduction.get("employer_contribution_rate", 0) > 0
):
object = Deduction.objects.filter(
id=deduction.get("deduction_id")
).first()
if object:
amount = pay_head_data.get(object.based_on)
employer_contribution_amount = (
amount * object.employer_rate
) / 100
deduction["based_on"] = object.based_on
deduction["employer_contribution_amount"] = (
employer_contribution_amount
)
return data
def save_payslip(**kwargs):
"""
This method is used to save the generated payslip

136
payroll/methods/payslip_calc.py
View File

@@ -62,14 +62,110 @@ filter_mapping = {
}
def calculate_employer_contribution(deduction: Deduction, amount: float):
"""
This method is used to calculate the employer contribution
"""
employer_contribution_amount = 0
if max(0, deduction.employer_rate):
employer_contribution_amount = (amount * deduction.employer_rate) / 100
return employer_contribution_amount
tets = {
"net_pay": 35140.905000000006,
"employee": 1,
"allowances": [
{
"allowance_id": 5,
"title": "Low Basic Pay Assistance",
"is_taxable": True,
"amount": 0,
},
{
"allowance_id": 13,
"title": "Bonus point Redeem for Adam Luis ",
"is_taxable": True,
"amount": 75.0,
},
{
"allowance_id": 17,
"title": "Motorcycle",
"is_taxable": True,
"amount": 5000.0,
},
{
"allowance_id": 2,
"title": "Meal Allowance",
"is_taxable": False,
"amount": 800.0,
},
],
"gross_pay": 39284.09090909091,
"contract_wage": 35000.0,
"basic_pay": 33409.09090909091,
"paid_days": 21.0,
"unpaid_days": 1.0,
"taxable_gross_pay": {"taxable_gross_pay": 35848.47727272727},
"basic_pay_deductions": [],
"gross_pay_deductions": [],
"pretax_deductions": [
{
"deduction_id": 1,
"title": "Social Security (FICA)",
"is_pretax": True,
"amount": 2435.6136363636365,
"employer_contribution_rate": 6.2,
},
{
"deduction_id": 62,
"title": "Late Come penalty",
"is_pretax": True,
"amount": 200.0,
"employer_contribution_rate": 0.0,
},
],
"post_tax_deductions": [
{
"deduction_id": 2,
"title": "Medicare tax",
"is_pretax": False,
"amount": 484.43181818181824,
"employer_contribution_rate": 1.45,
},
{
"deduction_id": 55,
"title": "ESI",
"is_pretax": False,
"amount": 0,
"employer_contribution_rate": 3.25,
},
{
"deduction_id": 73,
"title": "Test",
"is_pretax": False,
"amount": 0.0,
"employer_contribution_rate": 0.0,
},
],
"tax_deductions": [
{
"deduction_id": 75,
"title": "test tax netpay",
"is_tax": True,
"amount": 668.1818181818182,
"employer_contribution_rate": 3.0,
}
],
"net_deductions": [
{
"deduction_id": 74,
"title": "Test Netpay",
"is_pretax": False,
"amount": 354.9586363636364,
"employer_contribution_rate": 2.0,
}
],
"total_deductions": 3788.227272727273,
"loss_of_pay": 1590.909090909091,
"federal_tax": 0,
"start_date": "2024-02-01",
"end_date": "2024-02-29",
"range": "Feb 01 2024 - Feb 29 2024",
}
def dynamic_attr(obj, attribute_path):
@@ -357,16 +453,12 @@ def calculate_tax_deduction(*_args, **kwargs):
amount = if_condition_on(**kwargs)
deductions_amt.append(amount)
for deduction, amount in zip(deductions, deductions_amt):
employer_contribution_amount = calculate_employer_contribution(
deduction, kwargs[deduction.based_on]
)
serialized_deduction = {
"deduction_id": deduction.id,
"title": deduction.title,
"is_tax": deduction.is_tax,
"amount": amount,
"employer_contribution_rate": deduction.employer_rate,
"employer_contribution_amount": employer_contribution_amount,
}
serialized_deductions.append(serialized_deduction)
return {"tax_deductions": serialized_deductions}
@@ -466,16 +558,12 @@ def calculate_pre_tax_deduction(*_args, **kwargs):
kwargs["component"] = deduction
pre_tax_deductions_amt.append(if_condition_on(**kwargs))
for deduction, amount in zip(pre_tax_deductions, pre_tax_deductions_amt):
employer_contribution_amount = calculate_employer_contribution(
deduction, kwargs[deduction.based_on]
)
serialized_deduction = {
"deduction_id": deduction.id,
"title": deduction.title,
"is_pretax": deduction.is_pretax,
"amount": amount,
"employer_contribution_rate": deduction.employer_rate,
"employer_contribution_amount": employer_contribution_amount,
}
serialized_deductions.append(serialized_deduction)
return {"pretax_deductions": serialized_deductions, "installments": installments}
@@ -548,7 +636,7 @@ def calculate_post_tax_deduction(*_args, **kwargs):
else:
if deduction.based_on != "net_pay":
calculation_function = calculation_mapping.get(deduction.based_on)
amount, taxable_gross_pay = calculation_function(
amount = calculation_function(
**{
"employee": employee,
"start_date": start_date,
@@ -558,7 +646,6 @@ def calculate_post_tax_deduction(*_args, **kwargs):
"total_allowance": total_allowance,
"basic_pay": basic_pay,
"day_dict": day_dict,
"taxable_deduction": True,
}
)
kwargs["amount"] = amount
@@ -567,16 +654,12 @@ def calculate_post_tax_deduction(*_args, **kwargs):
post_tax_deductions_amt.append(amount)
for deduction, amount in zip(post_tax_deductions, post_tax_deductions_amt):
employer_contribution_amount = calculate_employer_contribution(
deduction, taxable_gross_pay
)
serialized_deduction = {
"deduction_id": deduction.id,
"title": deduction.title,
"is_pretax": deduction.is_pretax,
"amount": amount,
"employer_contribution_rate": deduction.employer_rate,
"employer_contribution_amount": employer_contribution_amount,
}
serialized_deductions.append(serialized_deduction)
for deduction in post_tax_deductions:
@@ -614,16 +697,12 @@ def calculate_net_pay_deduction(net_pay, net_pay_deductions, **kwargs):
deduction_amt.append(amount)
net_deduction = 0
for deduction, amount in zip(deductions, deduction_amt):
employer_contribution_amount = calculate_employer_contribution(
deduction, net_pay
)
serialized_deduction = {
"deduction_id": deduction.id,
"title": deduction.title,
"is_pretax": deduction.is_pretax,
"amount": amount,
"employer_contribution_rate": deduction.employer_rate,
"employer_contribution_amount": employer_contribution_amount,
}
net_deduction = amount + net_deduction
serialized_net_pay_deductions.append(serialized_deduction)
@@ -734,10 +813,7 @@ def calculate_based_on_taxable_gross_pay(*_args, **kwargs):
taxable_gross_pay = taxable_gross_pay["taxable_gross_pay"]
rate = component.rate
amount = taxable_gross_pay * rate / 100
if kwargs["taxable_deduction"]:
return amount, taxable_gross_pay
else:
return amount
return amount
def calculate_based_on_net_pay(component, net_pay, day_dict):

14
payroll/views/component_views.py
View File

@@ -58,6 +58,7 @@ from payroll.methods.payslip_calc import (
)
from payroll.methods.tax_calc import calculate_taxable_amount
from payroll.methods.methods import (
calculate_employer_contribution,
compute_salary_on_period,
paginator_qry,
save_payslip,
@@ -196,15 +197,15 @@ def payroll_calculation(employee, start_date, end_date):
net_pay_deduction_list.append(deduction)
net_pay = net_pay - net_pay_deductions["net_deduction"]
payslip_data = {
"net_pay": net_pay,
"employee": employee,
"allowances": allowances["allowances"],
"gross_pay": gross_pay,
"contract_wage": contract_wage,
"basic_pay": basic_pay,
"gross_pay": gross_pay,
"taxable_gross_pay": taxable_gross_pay["taxable_gross_pay"],
"net_pay": net_pay,
"allowances": allowances["allowances"],
"paid_days": paid_days,
"unpaid_days": unpaid_days,
"taxable_gross_pay": taxable_gross_pay,
"basic_pay_deductions": basic_pay_deductions,
"gross_pay_deductions": gross_pay_deductions,
"pretax_deductions": pretax_deductions["pretax_deductions"],
@@ -613,6 +614,7 @@ def create_payslip(request, new_post_data=None):
data["deduction"] = payslip_data["total_deductions"]
data["net_pay"] = payslip_data["net_pay"]
data["pay_data"] = json.loads(payslip_data["json_data"])
calculate_employer_contribution(data)
data["installments"] = payslip_data["installments"]
payslip_data["instance"] = save_payslip(**data)
form = forms.PayslipForm()
@@ -1440,9 +1442,9 @@ def get_contribution_report(request):
for deduction_id, group in grouped_deductions.items():
title = group[0]["title"]
employee_contribution = sum(item["amount"] for item in group)
employee_contribution = sum(item.get("amount",0) for item in group)
employer_contribution = sum(
item["employer_contribution_amount"] for item in group
item.get("employer_contribution_amount",0) for item in group
)
total_contribution = employee_contribution + employer_contribution
if employer_contribution > 0: