""" models.py Used to register models """ import calendar from datetime import date, datetime, timedelta from django import forms from django.db import models from django.dispatch import receiver from django.contrib import messages from django.db.models.signals import post_save from django.core.exceptions import ValidationError from django.utils.translation import gettext_lazy as _ from django.utils import timezone from django.db.models.signals import pre_save, pre_delete from django.http import QueryDict from horilla.models import HorillaModel from horilla_audit.models import HorillaAuditInfo, HorillaAuditLog from asset.models import Asset from base import thread_local_middleware from base.models import ( Company, EmployeeShift, WorkType, JobRole, Department, JobPosition, ) from base.horilla_company_manager import HorillaCompanyManager from employee.models import BonusPoint, EmployeeWorkInformation, Employee from attendance.models import ( Attendance, strtime_seconds, validate_time_format, ) from leave.models import LeaveRequest, LeaveType # Create your models here. def min_zero(value): """ The minimum value zero validation method """ if value < 0: raise ValidationError(_("Value must be greater than zero")) def get_date_range(start_date, end_date): """ Returns a list of all dates within a given date range. Args: start_date (date): The start date of the range. end_date (date): The end date of the range. Returns: list: A list of date objects representing all dates within the range. Example: start_date = date(2023, 1, 1) end_date = date(2023, 1, 10) date_range = get_date_range(start_date, end_date) for date_obj in date_range: print(date_obj) """ date_list = [] delta = end_date - start_date for i in range(delta.days + 1): current_date = start_date + timedelta(days=i) date_list.append(current_date) return date_list class FilingStatus(HorillaModel): """ FilingStatus model """ based_on_choice = [ ("basic_pay", _("Basic Pay")), ("gross_pay", _("Gross Pay")), ("taxable_gross_pay", _("Taxable Gross Pay")), ] filing_status = models.CharField( max_length=30, blank=False, verbose_name=_("Filing status"), ) based_on = models.CharField( max_length=255, choices=based_on_choice, null=False, blank=False, default="taxable_gross_pay", verbose_name=_("Based on"), ) description = models.TextField( blank=True, verbose_name=_("Description"), max_length=255, ) company_id = models.ForeignKey( Company, null=True, editable=False, on_delete=models.PROTECT ) objects = HorillaCompanyManager() def __str__(self) -> str: return str(self.filing_status) class Contract(HorillaModel): """ Contract Model """ COMPENSATION_CHOICES = ( ("salary", _("Salary")), ("hourly", _("Hourly")), ("commission", _("Commission")), ) PAY_FREQUENCY_CHOICES = ( ("weekly", _("Weekly")), ("monthly", _("Monthly")), ("semi_monthly", _("Semi-Monthly")), ) WAGE_CHOICES = ( ("hourly", _("Hourly")), ("daily", _("Daily")), ("monthly", _("Monthly")), ) CONTRACT_STATUS_CHOICES = ( ("draft", _("Draft")), ("active", _("Active")), ("expired", _("Expired")), ("terminated", _("Terminated")), ) try: # Here would be not filing status model at the initial/empty db FILING_STATUS_CHOICES = [("", _("None"))] + list( FilingStatus.objects.values_list("id", "filing_status") ) except: pass contract_name = models.CharField( max_length=250, help_text=_("Contract Title."), verbose_name=_("Contract") ) employee_id = models.ForeignKey( Employee, on_delete=models.PROTECT, related_name="contract_set", verbose_name=_("Employee"), ) contract_start_date = models.DateField(verbose_name=_("Start Date")) contract_end_date = models.DateField( null=True, blank=True, verbose_name=_("End Date") ) wage_type = models.CharField( choices=WAGE_CHOICES, max_length=250, default="monthly", verbose_name=_("Wage Type"), ) pay_frequency = models.CharField( max_length=20, null=True, choices=PAY_FREQUENCY_CHOICES, default="monthly", verbose_name=_("Pay Frequency"), ) wage = models.FloatField(verbose_name=_("Basic Salary"), null=True, default=0) filing_status = models.ForeignKey( FilingStatus, on_delete=models.PROTECT, related_name="contracts", null=True, blank=True, verbose_name=_("Filing Status"), ) contract_status = models.CharField( choices=CONTRACT_STATUS_CHOICES, max_length=250, default="draft", verbose_name=_("Status"), ) department = models.ForeignKey( Department, on_delete=models.PROTECT, null=True, blank=True, related_name="contracts", verbose_name=_("Department"), ) job_position = models.ForeignKey( JobPosition, on_delete=models.PROTECT, null=True, blank=True, related_name="contracts", verbose_name=_("Job Position"), ) job_role = models.ForeignKey( JobRole, on_delete=models.PROTECT, null=True, blank=True, related_name="contracts", verbose_name=_("Job Role"), ) shift = models.ForeignKey( EmployeeShift, on_delete=models.PROTECT, null=True, blank=True, related_name="contracts", verbose_name=_("Shift"), ) work_type = models.ForeignKey( WorkType, on_delete=models.PROTECT, null=True, blank=True, related_name="contracts", verbose_name=_("Work Type"), ) notice_period_in_days = models.IntegerField( default=30, help_text=_("Notice period in total days."), validators=[min_zero], verbose_name=_("Notice Period"), ) contract_document = models.FileField(upload_to="uploads/", null=True, blank=True) deduct_leave_from_basic_pay = models.BooleanField( default=True, verbose_name=_("Deduct From Basic Pay"), help_text=_("Deduct the leave amount from basic pay."), ) calculate_daily_leave_amount = models.BooleanField( default=True, verbose_name=_("Calculate Daily Leave Amount"), help_text=_( "Leave amount will be calculated by dividing the basic pay by number of working days." ), ) deduction_for_one_leave_amount = models.FloatField( null=True, blank=True, default=0, verbose_name=_("Deduction For One Leave Amount"), ) note = models.TextField(null=True, blank=True, max_length=255) history = HorillaAuditLog( related_name="history_set", bases=[ HorillaAuditInfo, ], ) objects = HorillaCompanyManager("employee_id__employee_work_info__company_id") def __str__(self) -> str: return f"{self.contract_name} -{self.contract_start_date} - {self.contract_end_date}" def clean(self): if self.contract_end_date is not None: if self.contract_end_date < self.contract_start_date: raise ValidationError( {"contract_end_date": _("End date must be greater than start date")} ) if ( self.contract_status == "active" and Contract.objects.filter( employee_id=self.employee_id, contract_status="active" ) .exclude(id=self.pk) .count() >= 1 ): raise forms.ValidationError( _("An active contract already exists for this employee.") ) if ( self.contract_status == "draft" and Contract.objects.filter( employee_id=self.employee_id, contract_status="draft" ) .exclude(id=self.pk) .count() >= 1 ): raise forms.ValidationError( _("A draft contract already exists for this employee.") ) if self.wage_type in ["daily", "monthly"]: if not self.calculate_daily_leave_amount: if self.deduction_for_one_leave_amount is None: raise ValidationError( {"deduction_for_one_leave_amount": _("This field is required")} ) def save(self, *args, **kwargs): if EmployeeWorkInformation.objects.filter( employee_id=self.employee_id ).exists(): if self.department is None: self.department = self.employee_id.employee_work_info.department_id if self.job_position is None: self.job_position = self.employee_id.employee_work_info.job_position_id if self.job_role is None: self.job_role = self.employee_id.employee_work_info.job_role_id if self.work_type is None: self.work_type = self.employee_id.employee_work_info.work_type_id if self.shift is None: self.shift = self.employee_id.employee_work_info.shift_id if self.contract_end_date is not None and self.contract_end_date < date.today(): self.contract_status = "expired" if ( self.contract_status == "active" and Contract.objects.filter( employee_id=self.employee_id, contract_status="active" ) .exclude(id=self.id) .count() >= 1 ): raise forms.ValidationError( _("An active contract already exists for this employee.") ) if ( self.contract_status == "draft" and Contract.objects.filter( employee_id=self.employee_id, contract_status="draft" ) .exclude(id=self.pk) .count() >= 1 ): raise forms.ValidationError( _("A draft contract already exists for this employee.") ) super().save(*args, **kwargs) return self class Meta: """ Meta class to add additional options """ unique_together = ["employee_id", "contract_start_date", "contract_end_date"] class WorkRecord(models.Model): """ WorkRecord Model """ choices = [ ("FDP", _("Present")), ("HDP", _("Half Day Present")), ("ABS", _("Absent")), ("HD", _("Holiday/Company Leave")), ("CONF", _("Conflict")), ("DFT", _("Draft")), ] record_name = models.CharField(max_length=250, null=True, blank=True) work_record_type = models.CharField(max_length=5, null=True, choices=choices) employee_id = models.ForeignKey( Employee, on_delete=models.PROTECT, verbose_name=_("Employee") ) date = models.DateField(null=True, blank=True) at_work = models.CharField( null=True, blank=True, validators=[ validate_time_format, ], default="00:00", max_length=5, ) min_hour = models.CharField( null=True, blank=True, validators=[ validate_time_format, ], default="00:00", max_length=5, ) at_work_second = models.IntegerField(null=True, blank=True, default=0) min_hour_second = models.IntegerField(null=True, blank=True, default=0) note = models.TextField(max_length=255) message = models.CharField(max_length=30, null=True, blank=True) is_attendance_record = models.BooleanField(default=False) is_leave_record = models.BooleanField(default=False) day_percentage = models.FloatField(default=0) last_update = models.DateTimeField(null=True, blank=True) objects = HorillaCompanyManager("employee_id__employee_work_info__company_id") def save(self, *args, **kwargs): self.last_update = timezone.now() super().save(*args, **kwargs) def clean(self): super().clean() if not 0.0 <= self.day_percentage <= 1.0: raise ValidationError(_("Day percentage must be between 0.0 and 1.0")) def __str__(self): return ( self.record_name if self.record_name is not None else f"{self.work_record_type}-{self.date}" ) class OverrideAttendance(Attendance): """ Class to override Attendance model save method """ # Additional fields and methods specific to AnotherModel @receiver(pre_save, sender=Attendance) def attendance_pre_save(sender, instance, **_kwargs): """ Overriding Attendance model save method """ min_hour_second = strtime_seconds(instance.minimum_hour) at_work_second = strtime_seconds(instance.attendance_worked_hour) status = "FDP" if instance.at_work_second >= min_hour_second else "HDP" status = "ABS" if instance.at_work_second <= min_hour_second / 2 else status if instance.first_save: status = ( "CONF" if WorkRecord.objects.filter( date=instance.attendance_date, is_attendance_record=True, employee_id=instance.employee_id, ).exists() or instance.attendance_validated is False else status ) message = _("Validate the attendance") if status == "CONF" else _("Validated") if ( status == "CONF" and WorkRecord.objects.filter( date=instance.attendance_date, is_attendance_record=True, employee_id=instance.employee_id, ).exists() ): message = _("Work record already exists") message = ( _("Incomplete minimum hour") if status == "HDP" and min_hour_second / 2 > at_work_second else message ) work_record = WorkRecord.objects.filter( date=instance.attendance_date, is_attendance_record=True, employee_id=instance.employee_id, ) work_record = ( WorkRecord() if not WorkRecord.objects.filter( date=instance.attendance_date, employee_id=instance.employee_id, ).exists() else WorkRecord.objects.filter( date=instance.attendance_date, employee_id=instance.employee_id, ).first() ) work_record.employee_id = instance.employee_id work_record.date = instance.attendance_date work_record.at_work = instance.attendance_worked_hour work_record.min_hour = instance.minimum_hour work_record.min_hour_second = min_hour_second work_record.at_work_second = at_work_second work_record.work_record_type = status work_record.message = message work_record.is_attendance_record = True if instance.attendance_validated: work_record.day_percentage = ( 1.00 if at_work_second > min_hour_second / 2 else 0.50 ) work_record.save() if status == "HDP" and work_record.is_leave_record: message = _("Half day leave") if status == "FDP": message = _("Present") @receiver(post_save, sender=Attendance) def attendance_post_save(sender, instance, **_kwargs): """ Function triggered after saving an instance of Attendance. """ work_record = ( WorkRecord() if not WorkRecord.objects.filter( date=instance.attendance_date, employee_id=instance.employee_id, ).exists() else WorkRecord.objects.filter( date=instance.attendance_date, employee_id=instance.employee_id, ).first() ) message = work_record.message status = work_record.work_record_type if not instance.attendance_clock_out: status = "FDP" message = _("Currently working") work_record.message = message work_record.work_record_type = status work_record.save() @receiver(pre_delete, sender=Attendance) def attendance_pre_delete(sender, instance, **_kwargs): """ Overriding Attendance model delete method """ # Perform any actions before deleting the instance # ... WorkRecord.objects.filter( employee_id=instance.employee_id, is_attendance_record=True, date=instance.attendance_date, ).delete() class OverrideLeaveRequest(LeaveRequest): """ Class to override Attendance model save method """ # Additional fields and methods specific to AnotherModel @receiver(pre_save, sender=LeaveRequest) def leaverequest_pre_save(sender, instance, **_kwargs): """ Overriding LeaveRequest model save method """ if ( instance.start_date == instance.end_date and instance.end_date_breakdown != instance.start_date_breakdown ): instance.end_date_breakdown = instance.start_date_breakdown super(LeaveRequest, instance).save() period_dates = get_date_range(instance.start_date, instance.end_date) if instance.status == "approved": for date in period_dates: try: work_entry = ( WorkRecord.objects.filter( date=date, employee_id=instance.employee_id, ) if WorkRecord.objects.filter( date=date, employee_id=instance.employee_id, ).exists() else WorkRecord() ) work_entry.employee_id = instance.employee_id work_entry.is_leave_record = True work_entry.day_percentage = ( 0.50 if instance.start_date == date and instance.start_date_breakdown == "first_half" or instance.end_date == date and instance.end_date_breakdown == "second_half" else 0.00 ) # scheduler task to validate the conflict entry for half day if they # take half day leave is when they mark the attendance. status = ( "CONF" if instance.start_date == date and instance.start_date_breakdown == "first_half" or instance.end_date == date and instance.end_date_breakdown == "second_half" else "ABS" ) work_entry.work_record_type = status work_entry.date = date work_entry.message = ( "Absent" if status == "ABS" else _("Half day Attendance need to validate") ) work_entry.save() except: pass else: for date in period_dates: WorkRecord.objects.filter( is_leave_record=True, date=date, employee_id=instance.employee_id ).delete() class OverrideWorkInfo(EmployeeWorkInformation): """ This class is to override the Model default methods """ @receiver(pre_save, sender=EmployeeWorkInformation) def employeeworkinformation_pre_save(sender, instance, **_kwargs): """ This method is used to override the save method for EmployeeWorkInformation Model """ active_employee = ( instance.employee_id if instance.employee_id.is_active == True else None ) if active_employee is not None: contract_exists = active_employee.contract_set.exists() if not contract_exists: contract = Contract() contract.contract_name = f"{active_employee}'s Contract" contract.employee_id = active_employee contract.contract_start_date = datetime.today() contract.wage = ( instance.basic_salary if instance.basic_salary is not None else 0 ) contract.save() # Create your models here. def rate_validator(value): """ Percentage validator """ if value < 0: raise ValidationError(_("Rate must be greater than 0")) if value > 100: raise ValidationError(_("Rate must be less than 100")) CONDITION_CHOICE = [ ("equal", _("Equal (==)")), ("notequal", _("Not Equal (!=)")), ("lt", _("Less Than (<)")), ("gt", _("Greater Than (>)")), ("le", _("Less Than or Equal To (<=)")), ("ge", _("Greater Than or Equal To (>=)")), ("icontains", _("Contains")), ] IF_CONDITION_CHOICE = [ ("equal", _("Equal (==)")), ("notequal", _("Not Equal (!=)")), ("lt", _("Less Than (<)")), ("gt", _("Greater Than (>)")), ("le", _("Less Than or Equal To (<=)")), ("ge", _("Greater Than or Equal To (>=)")), ] FIELD_CHOICE = [ ("children", _("Children")), ("marital_status", _("Marital Status")), ("experience", _("Experience")), ("employee_work_info__experience", _("Company Experience")), ("gender", _("Gender")), ("country", _("Country")), ("state", _("State")), ("contract_set__pay_frequency", _("Pay Frequency")), ("contract_set__wage_type", _("Wage Type")), ("contract_set__department__department", _("Department on Contract")), ] class MultipleCondition(models.Model): """ MultipleCondition Model """ field = models.CharField( max_length=255, ) condition = models.CharField( max_length=255, choices=CONDITION_CHOICE, null=True, blank=True ) value = models.CharField( max_length=255, null=True, blank=True, help_text=_("The value must be like the data stored in the database"), ) class Allowance(HorillaModel): """ Allowance model """ exceed_choice = [ ("ignore", _("Exclude the allowance")), ("max_amount", _("Provide max amount")), ] based_on_choice = [ ("basic_pay", _("Basic Pay")), ("attendance", _("Attendance")), ("shift_id", _("Shift")), ("overtime", _("Overtime")), ("work_type_id", _("Work Type")), ] if_condition_choice = [ ("basic_pay", _("Basic Pay")), ] title = models.CharField( max_length=255, null=False, blank=False, help_text=_("Title of the allowance") ) one_time_date = models.DateField( null=True, blank=True, help_text=_( "The one-time allowance in which the allowance will apply to the payslips \ if the date between the payslip period" ), ) include_active_employees = models.BooleanField( default=False, verbose_name=_("Include all active employees"), help_text=_("Target allowance to all active employees in the company"), ) specific_employees = models.ManyToManyField( Employee, verbose_name=_("Employees Specific"), blank=True, related_name="allowance_specific", help_text=_("Target allowance to the specific employees"), ) exclude_employees = models.ManyToManyField( Employee, verbose_name=_("Exclude Employees"), related_name="allowance_excluded", blank=True, help_text=_( "To ignore the allowance to the employees when target them by all employees \ or through condition-based" ), ) is_taxable = models.BooleanField( default=True, help_text=_("This field is used to calculate the taxable allowances"), ) is_condition_based = models.BooleanField( default=False, help_text=_( "This field is used to target allowance \ to the specific employees when the condition satisfies with the employee's information" ), ) # If condition based field = models.CharField( max_length=255, choices=FIELD_CHOICE, null=True, blank=True, help_text=_("The related field of the employees"), ) condition = models.CharField( max_length=255, choices=CONDITION_CHOICE, null=True, blank=True ) value = models.CharField( max_length=255, null=True, blank=True, help_text=_("The value must be like the data stored in the database"), ) is_fixed = models.BooleanField( default=True, help_text=_("To specify, the allowance is fixed or not") ) amount = models.FloatField( null=True, blank=True, validators=[min_zero], help_text=_("Fixed amount for this allowance"), ) # If is fixed is false based_on = models.CharField( max_length=255, default="basic_pay", choices=based_on_choice, null=True, blank=True, help_text=_( "If the allowance is not fixed then specifies how the allowance provided" ), ) rate = models.FloatField( null=True, blank=True, validators=[ rate_validator, ], help_text=_("The percentage of based on"), ) # If based on attendance per_attendance_fixed_amount = models.FloatField( null=True, blank=True, default=0.00, validators=[min_zero], help_text=_("The attendance fixed amount for one validated attendance"), ) # If based on shift shift_id = models.ForeignKey( EmployeeShift, on_delete=models.PROTECT, null=True, blank=True, verbose_name=_("Shift"), ) shift_per_attendance_amount = models.FloatField( null=True, default=0.00, blank=True, validators=[min_zero], help_text=_("The fixed amount for one validated attendance with that shift"), ) amount_per_one_hr = models.FloatField( null=True, default=0.00, blank=True, validators=[min_zero], help_text=_( "The fixed amount for one hour overtime that are validated \ and approved the overtime attendance" ), ) work_type_id = models.ForeignKey( WorkType, on_delete=models.PROTECT, null=True, blank=True, verbose_name=_("Work Type"), ) work_type_per_attendance_amount = models.FloatField( null=True, default=0.00, blank=True, validators=[min_zero], help_text=_( "The fixed amount for one validated attendance with that work type" ), ) # for apply only has_max_limit = models.BooleanField( default=False, verbose_name=_("Has max limit for allowance"), help_text=_("Limit the allowance amount"), ) maximum_amount = models.FloatField( null=True, blank=True, validators=[min_zero], help_text=_("The maximum amount for the allowance"), ) maximum_unit = models.CharField( max_length=20, null=True, default="month_working_days", choices=[ ( "month_working_days", _("For working days on month"), ), # ("monthly_working_days", "For working days on month"), ], help_text="The maximum amount for ?", ) if_choice = models.CharField( max_length=10, choices=if_condition_choice, default="basic_pay", help_text=_("The pay head for the if condition"), ) if_condition = models.CharField( max_length=10, choices=IF_CONDITION_CHOICE, default="gt", help_text=_("Apply for those, if the pay-head conditions satisfy"), ) if_amount = models.FloatField( default=0.00, help_text=_("The amount of the pay-head") ) company_id = models.ForeignKey( Company, null=True, editable=False, on_delete=models.PROTECT ) only_show_under_employee = models.BooleanField(default=False, editable=False) is_loan = models.BooleanField(default=False, editable=False) objects = HorillaCompanyManager() other_conditions = models.ManyToManyField( MultipleCondition, blank=True, editable=False ) class Meta: """ Meta class for additional options """ unique_together = [ "title", "is_taxable", "is_condition_based", "field", "condition", "value", "is_fixed", "amount", "based_on", "rate", "per_attendance_fixed_amount", "shift_id", "shift_per_attendance_amount", "amount_per_one_hr", "work_type_id", "work_type_per_attendance_amount", ] verbose_name = _("Allowance") def reset_based_on(self): """Reset the this fields when is_fixed attribute is true""" attributes_to_reset = [ "based_on", "rate", "per_attendance_fixed_amount", "shift_id", "shift_per_attendance_amount", "amount_per_one_hr", "work_type_id", "work_type_per_attendance_amount", "maximum_amount", ] for attribute in attributes_to_reset: setattr(self, attribute, None) self.has_max_limit = False def clean(self): super().clean() self.clean_fixed_attributes() if not self.is_condition_based: self.field = None self.condition = None self.value = None if not self.is_fixed: if not self.based_on: raise ValidationError( _( "If the 'Is fixed' field is disabled, the 'Based on' field is required." ) ) if self.is_condition_based: if not self.field or not self.value or not self.condition: raise ValidationError( _( "If condition based, all fields (field, value, condition) must be filled." ) ) if self.based_on == "attendance" and not self.per_attendance_fixed_amount: raise ValidationError( { "based_on": _( "If based on is attendance, \ then per attendance fixed amount must be filled." ) } ) if self.based_on == "shift_id" and not self.shift_id: raise ValidationError(_("If based on is shift, then shift must be filled.")) if self.based_on == "work_type_id" and not self.work_type_id: raise ValidationError( _("If based on is work type, then work type must be filled.") ) if self.is_fixed and self.amount < 0: raise ValidationError({"amount": _("Amount should be greater than zero.")}) if self.has_max_limit and self.maximum_amount is None: raise ValidationError({"maximum_amount": _("This field is required")}) if not self.has_max_limit: self.maximum_amount = None def clean_fixed_attributes(self): """Clean the amount field and trigger the reset_based_on function based on the condition""" if not self.is_fixed: self.amount = None if self.is_fixed: if self.amount is None: raise ValidationError({"amount": _("This field is required")}) self.reset_based_on() def __str__(self) -> str: return str(self.title) def save(self): super().save() if ( not self.include_active_employees and not self.specific_employees.first() and not self.is_condition_based ): self.include_active_employees = True super().save() class Deduction(HorillaModel): """ Deduction model """ if_condition_choice = [ ("basic_pay", _("Basic Pay")), ("gross_pay", _("Gross Pay")), ] based_on_choice = [ ("basic_pay", _("Basic Pay")), ("gross_pay", _("Gross Pay")), ("taxable_gross_pay", _("Taxable Gross Pay")), ("net_pay", _("Net Pay")), ] exceed_choice = [ ("ignore", _("Exclude the deduction")), ("max_amount", _("Provide max amount")), ] title = models.CharField(max_length=255, help_text=_("Title of the deduction")) one_time_date = models.DateField( null=True, blank=True, help_text=_( "The one-time deduction in which the deduction will apply to the payslips \ if the date between the payslip period" ), ) include_active_employees = models.BooleanField( default=False, verbose_name=_("Include all active employees"), help_text=_("Target deduction to all active employees in the company"), ) specific_employees = models.ManyToManyField( Employee, verbose_name=_("Employees Specific"), related_name="deduction_specific", help_text=_("Target deduction to the specific employees"), blank=True, ) exclude_employees = models.ManyToManyField( Employee, verbose_name=_("Exclude Employees"), related_name="deduction_exclude", blank=True, help_text=_( "To ignore the deduction to the employees when target them by all employees \ or through condition-based" ), ) is_tax = models.BooleanField( default=False, help_text=_("To specify the deduction is tax or normal deduction"), ) is_pretax = models.BooleanField( default=True, help_text=_( "To find taxable gross, \ taxable_gross = (basic_pay + taxable_deduction)-pre_tax_deductions " ), ) is_condition_based = models.BooleanField( default=False, help_text=_( "This field is used to target deduction \ to the specific employees when the condition satisfies with the employee's information" ), ) # If condition based then must fill field, value, and condition, field = models.CharField( max_length=255, choices=FIELD_CHOICE, null=True, blank=True, help_text=_("The related field of the employees"), ) condition = models.CharField( max_length=255, choices=CONDITION_CHOICE, null=True, blank=True ) value = models.CharField( max_length=255, null=True, blank=True, help_text=_("The value must be like the data stored in the database"), ) update_compensation = models.CharField( null=True, blank=True, max_length=10, choices=[ ( "basic_pay", _("Basic pay"), ), ("gross_pay", _("Gross Pay")), ("net_pay", _("Net Pay")), ], help_text=_( "Update compensation is used to update \ pay-head before any other deduction calculation starts" ), ) is_fixed = models.BooleanField( default=True, help_text=_("To specify, the deduction is fixed or not"), ) # If fixed amount then fill amount amount = models.FloatField( null=True, blank=True, validators=[min_zero], help_text=_("Fixed amount for this deduction"), ) based_on = models.CharField( max_length=255, choices=based_on_choice, null=True, blank=True, help_text=_( "If the deduction is not fixed then specifies how the deduction provided" ), ) rate = models.FloatField( null=True, blank=True, default=0.00, validators=[ rate_validator, ], verbose_name=_("Employee rate"), help_text=_("The percentage of based on"), ) employer_rate = models.FloatField( default=0.00, validators=[ rate_validator, ], ) has_max_limit = models.BooleanField( default=False, verbose_name=_("Has max limit for deduction"), help_text=_("Limit the deduction"), ) maximum_amount = models.FloatField( null=True, blank=True, validators=[min_zero], help_text=_("The maximum amount for the deduction"), ) maximum_unit = models.CharField( max_length=20, null=True, default="month_working_days", choices=[ ("month_working_days", _("For working days on month")), # ("monthly_working_days", "For working days on month"), ], help_text=_("The maximum amount for ?"), ) if_choice = models.CharField( max_length=10, choices=if_condition_choice, default="basic_pay", help_text=_("The pay head for the if condition"), ) if_condition = models.CharField( max_length=10, choices=IF_CONDITION_CHOICE, default="gt", help_text=_("Apply for those, if the pay-head conditions satisfy"), ) if_amount = models.FloatField( default=0.00, help_text=_("The amount of the pay-head") ) company_id = models.ForeignKey( Company, null=True, editable=False, on_delete=models.PROTECT ) only_show_under_employee = models.BooleanField(default=False, editable=False) objects = HorillaCompanyManager() is_installment = models.BooleanField(default=False, editable=False) other_conditions = models.ManyToManyField( MultipleCondition, blank=True, editable=False ) def installment_payslip(self): """ Method to retrieve the payslip associated with this installment. """ payslip = Payslip.objects.filter(installment_ids=self).first() return payslip def clean(self): super().clean() if self.is_tax: self.is_pretax = False if not self.is_fixed: if not self.based_on: raise ValidationError( _( "If the 'Is fixed' field is disabled, the 'Based on' field is required." ) ) if self.is_pretax and self.based_on in ["taxable_gross_pay"]: raise ValidationError( { "based_on": _( " Don't choose taxable gross pay when pretax is enabled." ) } ) if self.is_pretax and self.based_on in ["net_pay"]: raise ValidationError( {"based_on": _(" Don't choose net pay when pretax is enabled.")} ) if self.is_tax and self.based_on in ["net_pay"]: raise ValidationError( {"based_on": _(" Don't choose net pay when the tax is enabled.")} ) if not self.is_fixed: self.amount = None else: self.based_on = None self.rate = None self.clean_condition_based_on() if self.has_max_limit: if self.maximum_amount is None: raise ValidationError({"maximum_amount": _("This fields required")}) if self.is_condition_based: if not self.field or not self.value or not self.condition: raise ValidationError( { "is_condition_based": _( "If condition based, all fields \ (field, value, condition) must be filled." ) } ) if self.update_compensation is None: if self.is_fixed: if self.amount is None: raise ValidationError({"amount": _("This field is required")}) def clean_condition_based_on(self): """ Clean the field, condition, and value attributes when not condition-based. """ if not self.is_condition_based: self.field = None self.condition = None self.value = None def __str__(self) -> str: return str(self.title) def save(self): super().save() if ( not self.include_active_employees and not self.specific_employees.first() and not self.is_condition_based ): self.include_active_employees = True super().save() class Payslip(HorillaModel): """ Payslip model """ status_choices = [ ("draft", _("Draft")), ("review_ongoing", _("Review Ongoing")), ("confirmed", _("Confirmed")), ("paid", _("Paid")), ] group_name = models.CharField( max_length=50, null=True, blank=True, verbose_name=_("Batch name") ) reference = models.CharField(max_length=255, unique=False) employee_id = models.ForeignKey( Employee, on_delete=models.PROTECT, verbose_name=_("Employee") ) start_date = models.DateField() end_date = models.DateField() pay_head_data = models.JSONField() contract_wage = models.FloatField(null=True, default=0) basic_pay = models.FloatField(null=True, default=0) gross_pay = models.FloatField(null=True, default=0) deduction = models.FloatField(null=True, default=0) net_pay = models.FloatField(null=True, default=0) status = models.CharField( max_length=20, null=True, default="draft", choices=status_choices ) sent_to_employee = models.BooleanField(null=True, default=False) objects = HorillaCompanyManager("employee_id__employee_work_info__company_id") installment_ids = models.ManyToManyField(Deduction, editable=False) history = HorillaAuditLog( related_name="history_set", bases=[ HorillaAuditInfo, ], ) def __str__(self) -> str: return f"Payslip for {self.employee_id} - Period: {self.start_date} to {self.end_date}" def clean(self): super().clean() today = date.today() if self.end_date < self.start_date: raise ValidationError( { "end_date": _( "The end date must be greater than or equal to the start date" ) } ) if self.end_date > today: raise ValidationError(_("The end date cannot be in the future.")) if self.start_date > today: raise ValidationError(_("The start date cannot be in the future.")) def save(self, *args, **kwargs): if ( Payslip.objects.filter( employee_id=self.employee_id, start_date=self.start_date, end_date=self.end_date, ).count() > 1 ): raise ValidationError(_("Employee ,start and end date must be unique")) if not isinstance(self.pay_head_data, (QueryDict, dict)): raise ValidationError(_("The data must be in dictionary or querydict type")) super().save(*args, **kwargs) def get_name(self): """ Method is used to get the full name of the owner """ return self.employee_id.get_full_name() def get_company(self): """ Method is used to get the full name of the owner """ return getattr( getattr( getattr(getattr(self, "employee_id", None), "employee_work_info", None), "company_id", None, ), "company", None, ) def get_payslip_title(self): """ Method to generate the title for a payslip. Returns: str: The title for the payslip. """ if self.group_name: return self.group_name return ( f"Payslip {self.start_date} to {self.end_date}" if self.start_date != self.end_date else f"Payslip for {self.start_date}" ) class Meta: """ Meta class for additional options """ ordering = [ "-end_date", ] class LoanAccount(HorillaModel): """ This modal is used to store the loan Account details """ loan_type = [ ("loan", _("Loan")), ("advanced_salary", _("Advanced Salary")), ("fine", _("Penalty / Fine")), ] type = models.CharField(default="loan", choices=loan_type, max_length=15) title = models.CharField(max_length=20) employee_id = models.ForeignKey( Employee, on_delete=models.PROTECT, verbose_name=_("Employee") ) loan_amount = models.FloatField(default=0, verbose_name=_("Amount")) provided_date = models.DateField() allowance_id = models.ForeignKey( Allowance, on_delete=models.SET_NULL, editable=False, null=True ) description = models.TextField(null=True, max_length=255) deduction_ids = models.ManyToManyField(Deduction, editable=False) is_fixed = models.BooleanField(default=True, editable=False) rate = models.FloatField(default=0, editable=False) installments = models.IntegerField(verbose_name=_("Total installments")) installment_start_date = models.DateField( help_text="From the start date deduction will apply" ) apply_on = models.CharField(default="end_of_month", max_length=10, editable=False) settled = models.BooleanField(default=False) asset_id = models.ForeignKey( Asset, on_delete=models.PROTECT, null=True, editable=False ) objects = HorillaCompanyManager("employee_id__employee_work_info__company_id") def get_installments(self): """ Method to calculate installment schedule for the loan. Returns: dict: A dictionary representing the installment schedule with installment dates as keys and corresponding installment amounts as values. """ loan_amount = self.loan_amount total_installments = self.installments installment_amount = loan_amount / total_installments installment_start_date = self.installment_start_date installment_schedule = {} installment_date = installment_start_date installment_date_copy = installment_start_date installment_schedule = {} for _ in range(total_installments): installment_schedule[str(installment_date)] = installment_amount month = installment_date.month + 1 year = installment_date.year if month > 12: month = 1 year = year + 1 day = installment_date_copy.day total_days_in_month = calendar.monthrange(year, month)[1] day = min(day, total_days_in_month) installment_date = date(day=day, month=month, year=year) return installment_schedule def delete(self, *args, **kwargs): """ Method to delete the instance and associated objects. """ self.deduction_ids.all().delete() if self.allowance_id is not None: self.allowance_id.delete() if not Payslip.objects.filter( installment_ids__in=list(self.deduction_ids.values_list("id", flat=True)) ).exists(): super().delete(*args, **kwargs) return def installment_ratio(self): """ Method to calculate the ratio of paid installments to total installments in loan account. """ total_installments = self.installments installment_paid = Payslip.objects.filter( installment_ids__in=self.deduction_ids.all() ).count() if not installment_paid: return 0 return (installment_paid / total_installments) * 100 @receiver(post_save, sender=LoanAccount) def create_installments(sender, instance, created, **kwargs): """ Post save metod for loan account """ installments = [] if created and instance.asset_id is None and instance.type != "fine": loan = Allowance() loan.amount = instance.loan_amount loan.title = instance.title loan.include_active_employees = False loan.amount = instance.loan_amount loan.only_show_under_employee = True loan.is_fixed = True loan.one_time_date = instance.provided_date loan.is_loan = True loan.save() loan.include_active_employees = False loan.specific_employees.add(instance.employee_id) loan.save() instance.allowance_id = loan # Here create the instance... super(LoanAccount, instance).save() else: deductions = instance.deduction_ids.values_list("id", flat=True) # Re create deduction only when existing installment not exists in payslip if not Payslip.objects.filter(installment_ids__in=deductions).exists(): Deduction.objects.filter(id__in=deductions).delete() # Installment deductions for ( installment_date, installment_amount, ) in instance.get_installments().items(): installment = Deduction() installment.title = instance.title installment.include_active_employees = False installment.amount = installment_amount installment.is_fixed = True installment.one_time_date = installment_date installment.only_show_under_employee = True installment.is_installment = True installment.save() installment.include_active_employees = False installment.specific_employees.add(instance.employee_id) installment.save() installments.append(installment) instance.deduction_ids.set(installments) class ReimbursementMultipleAttachment(models.Model): """ ReimbursementMultipleAttachement Model """ attachment = models.FileField(upload_to="payroll/reimbursements") objects = models.Manager() class Reimbursement(HorillaModel): """ Reimbursement Model """ reimbursement_types = [ ("reimbursement", "Reimbursement"), ("leave_encashment", "Leave Encashment"), ("bonus_encashment", "Bonus Point Encashment"), ] status_types = [ ("requested", "Requested"), ("approved", "Approved"), ("rejected", "Rejected"), ] title = models.CharField(max_length=50) type = models.CharField( choices=reimbursement_types, max_length=16, default="reimbursement" ) employee_id = models.ForeignKey( Employee, on_delete=models.PROTECT, verbose_name="Employee" ) allowance_on = models.DateField() attachment = models.FileField(upload_to="payroll/reimbursements", null=True) other_attachments = models.ManyToManyField( ReimbursementMultipleAttachment, blank=True, editable=False ) leave_type_id = models.ForeignKey( LeaveType, on_delete=models.PROTECT, null=True, verbose_name="Leave type" ) ad_to_encash = models.FloatField( default=0, help_text="Available Days to encash", verbose_name="Available days" ) cfd_to_encash = models.FloatField( default=0, help_text="Carry Forward Days to encash", verbose_name="Carry forward days", ) bonus_to_encash = models.IntegerField( default=0, help_text="Bonus points to encash", verbose_name="Bonus points", ) amount = models.FloatField(default=0) status = models.CharField( max_length=10, choices=status_types, default="requested", editable=False ) approved_by = models.ForeignKey( Employee, on_delete=models.SET_NULL, null=True, related_name="approved_by", editable=False, ) description = models.TextField(null=True, max_length=255) allowance_id = models.ForeignKey( Allowance, on_delete=models.SET_NULL, null=True, editable=False ) objects = HorillaCompanyManager("employee_id__employee_work_info__company_id") def save(self, *args, **kwargs) -> None: request = getattr(thread_local_middleware._thread_locals, "request", None) amount_for_leave = ( EncashmentGeneralSettings.objects.first().leave_amount if EncashmentGeneralSettings.objects.first() else 1 ) # Setting the created use if the used dont have the permission has_perm = request.user.has_perm("payroll.add_reimbursement") if not has_perm: self.employee_id = request.user.employee_get if self.type == "reimbursement" and self.attachment is None: raise ValidationError({"attachment": "This field is required"}) if self.type == "leave_encashment" and self.leave_type_id is None: raise ValidationError({"leave_type_id": "This field is required"}) if self.type == "leave_encashment": if self.status == "requested": self.amount = ( self.cfd_to_encash + self.ad_to_encash ) * amount_for_leave self.cfd_to_encash = max((round(self.cfd_to_encash * 2) / 2), 0) self.ad_to_encash = max((round(self.ad_to_encash * 2) / 2), 0) assigned_leave = self.leave_type_id.employee_available_leave.filter( employee_id=self.employee_id ).first() if self.status != "approved" or self.allowance_id is None: super().save(*args, **kwargs) if self.status == "approved" and self.allowance_id is None: if self.type == "reimbursement": proceed = True elif self.type == "bonus_encashment": proceed = False bonus_points = BonusPoint.objects.get(employee_id=self.employee_id) if bonus_points.points >= self.bonus_to_encash: proceed = True bonus_points.points -= self.bonus_to_encash bonus_points.reason = "bonus points has been redeemed." bonus_points.save() else: request = getattr( thread_local_middleware._thread_locals, "request", None ) if request: messages.info( request, "The employee don't have that much bonus points to encash.", ) else: proceed = False if assigned_leave: available_days = assigned_leave.available_days carryforward_days = assigned_leave.carryforward_days if ( available_days >= self.ad_to_encash and carryforward_days >= self.cfd_to_encash ): proceed = True assigned_leave.available_days = ( available_days - self.ad_to_encash ) assigned_leave.carryforward_days = ( carryforward_days - self.cfd_to_encash ) assigned_leave.save() else: request = getattr( thread_local_middleware._thread_locals, "request", None ) if request: messages.info( request, _( "The employee don't have that much leaves \ to encash in CFD / Available days" ), ) if proceed: reimbursement = Allowance() reimbursement.one_time_date = self.allowance_on reimbursement.title = self.title reimbursement.only_show_under_employee = True reimbursement.include_active_employees = False reimbursement.amount = self.amount reimbursement.save() reimbursement.include_active_employees = False reimbursement.specific_employees.add(self.employee_id) reimbursement.save() self.allowance_id = reimbursement if request: self.approved_by = request.user.employee_get else: self.status = "requested" super().save(*args, **kwargs) elif self.status == "rejected" and self.allowance_id is not None: cfd_days = self.cfd_to_encash available_days = self.ad_to_encash if self.type == "leave encashment": if assigned_leave: assigned_leave.available_days = ( assigned_leave.available_days + available_days ) assigned_leave.carryforward_days = ( assigned_leave.carryforward_days + cfd_days ) assigned_leave.save() self.allowance_id.delete() def delete(self, *args, **kwargs): if self.allowance_id: self.allowance_id.delete() return super().delete(*args, **kwargs) def __str__(self): return f"{self.title}" # changing status canceled to reject for existing reimbursement try: if Reimbursement.objects.filter(status="canceled").exists(): Reimbursement.objects.filter(status="canceled").update(status="rejected") except: pass class ReimbursementFile(models.Model): file = models.FileField(upload_to="payroll/request_files") objects = models.Manager() class ReimbursementrequestComment(HorillaModel): """ ReimbursementRequestComment Model """ request_id = models.ForeignKey(Reimbursement, on_delete=models.CASCADE) employee_id = models.ForeignKey(Employee, on_delete=models.CASCADE) comment = models.TextField(null=True, verbose_name=_("Comment"), max_length=255) files = models.ManyToManyField(ReimbursementFile, blank=True) created_at = models.DateTimeField( auto_now_add=True, verbose_name=_("Created At"), null=True, ) def __str__(self) -> str: return f"{self.comment}" class PayrollGeneralSetting(models.Model): """ PayrollGeneralSetting """ notice_period = models.IntegerField( help_text="Notice period in days", validators=[min_zero], default=30, ) company_id = models.ForeignKey(Company, on_delete=models.CASCADE, null=True) class EncashmentGeneralSettings(models.Model): """ BonusPointGeneralSettings model """ bonus_amount = models.IntegerField(default=1) leave_amount = models.IntegerField(blank=True, null=True, verbose_name="Amount") objects = models.Manager()