120 lines
3.7 KiB
Python
120 lines
3.7 KiB
Python
"""
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tax_models.py
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This module contains the models for the tax calculation of taxable income.
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"""
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import math
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from django.core.exceptions import ValidationError
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from django.db import models
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from django.utils.text import format_lazy
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from django.utils.translation import gettext_lazy as _
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from base.horilla_company_manager import HorillaCompanyManager
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from base.models import Company
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from horilla.models import HorillaModel
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from payroll.models.models import FilingStatus
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class PayrollSettings(HorillaModel):
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"""
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Payroll settings model
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"""
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choices = [
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("prefix", _("Prefix")),
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("postfix", _("Postfix")),
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]
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currency_symbol = models.CharField(null=True, default="$", max_length=5)
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position = models.CharField(
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max_length=15, null=True, choices=choices, default="postfix"
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)
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company_id = models.ForeignKey(Company, null=True, on_delete=models.PROTECT)
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objects = HorillaCompanyManager("company_id")
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def __str__(self):
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return f"Payroll Settings {self.currency_symbol}"
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class TaxBracket(HorillaModel):
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"""
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TaxBracket model
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"""
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filing_status_id = models.ForeignKey(
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FilingStatus,
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on_delete=models.CASCADE,
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verbose_name=_("Filing status"),
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)
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min_income = models.FloatField(
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null=False, blank=False, verbose_name=_("Min. Income")
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)
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max_income = models.FloatField(null=True, blank=True, verbose_name=_("Max. Income"))
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tax_rate = models.FloatField(
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null=False, blank=False, default=0.0, verbose_name=_("Tax Rate")
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)
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objects = models.Manager()
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def __str__(self):
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if self.max_income != math.inf:
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return (
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f"{self.filing_status_id}"
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f"{self.tax_rate}% tax rate on "
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f"{self.min_income} and {self.max_income}"
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)
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return (
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f"{self.tax_rate}% tax rate on taxable income equal or above "
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f"{self.min_income} for {self.filing_status_id}"
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)
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def get_display_max_income(self):
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"""
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Retrieves the maximum income.
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Returns:
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float or None: The maximum income if it is a finite value, otherwise None.
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"""
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if self.max_income != math.inf:
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return self.max_income
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return None
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def clean(self):
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super().clean()
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existing_bracket = TaxBracket.objects.filter(
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filing_status_id=self.filing_status_id,
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min_income=self.min_income,
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max_income=self.max_income,
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tax_rate=self.tax_rate,
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).exclude(pk=self.pk)
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if existing_bracket.exists():
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raise ValidationError(_("This tax bracket already exists"))
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if self.max_income is None:
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self.max_income = math.inf
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if self.min_income >= self.max_income:
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raise ValidationError(
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{"max_income": _("Maximum income must be greater than minimum income.")}
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)
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existing_brackets = TaxBracket.objects.filter(
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filing_status_id=self.filing_status_id
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).exclude(pk=self.pk)
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if existing_brackets.filter(max_income__gte=self.min_income).exists():
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tax_bracket = existing_brackets.filter(
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max_income__gte=self.min_income
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).first()
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if tax_bracket.min_income <= self.max_income:
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raise ValidationError(
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{
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"min_income": format_lazy(
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"The minimum income of this tax bracket must be \
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greater than the maximum income of {}.",
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tax_bracket,
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)
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}
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)
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