chore: keep back code to be a part of other apps / to be ported later
This commit is contained in:
Sagar Vora
parent
0810674c8a
commit
12b7e14fde
@ -506,6 +506,10 @@ accounting_dimension_doctypes = [
|
||||
]
|
||||
|
||||
regional_overrides = {
|
||||
"India": {
|
||||
"erpnext.hr.utils.calculate_annual_eligible_hra_exemption": "erpnext.regional.india.utils.calculate_annual_eligible_hra_exemption",
|
||||
"erpnext.hr.utils.calculate_hra_exemption_for_period": "erpnext.regional.india.utils.calculate_hra_exemption_for_period",
|
||||
},
|
||||
"France": {
|
||||
"erpnext.tests.test_regional.test_method": "erpnext.regional.france.utils.test_method"
|
||||
},
|
||||
|
||||
@ -5,6 +5,8 @@
|
||||
import frappe
|
||||
from frappe import _
|
||||
|
||||
import erpnext
|
||||
|
||||
|
||||
def execute(filters=None):
|
||||
data = get_data(filters)
|
||||
@ -14,7 +16,7 @@ def execute(filters=None):
|
||||
|
||||
|
||||
def get_columns(filters):
|
||||
return [
|
||||
columns = [
|
||||
{
|
||||
"label": _("Employee"),
|
||||
"options": "Employee",
|
||||
@ -29,6 +31,14 @@ def get_columns(filters):
|
||||
"fieldtype": "Link",
|
||||
"width": 160,
|
||||
},
|
||||
]
|
||||
|
||||
if erpnext.get_region() == "India":
|
||||
columns.append(
|
||||
{"label": _("PAN Number"), "fieldname": "pan_number", "fieldtype": "Data", "width": 140}
|
||||
)
|
||||
|
||||
columns += [
|
||||
{"label": _("Income Tax Component"), "fieldname": "it_comp", "fieldtype": "Data", "width": 170},
|
||||
{
|
||||
"label": _("Income Tax Amount"),
|
||||
@ -47,6 +57,8 @@ def get_columns(filters):
|
||||
{"label": _("Posting Date"), "fieldname": "posting_date", "fieldtype": "Date", "width": 140},
|
||||
]
|
||||
|
||||
return columns
|
||||
|
||||
|
||||
def get_conditions(filters):
|
||||
conditions = [""]
|
||||
@ -73,6 +85,11 @@ def get_data(filters):
|
||||
|
||||
data = []
|
||||
|
||||
if erpnext.get_region() == "India":
|
||||
employee_pan_dict = frappe._dict(
|
||||
frappe.db.sql(""" select employee, pan_number from `tabEmployee`""")
|
||||
)
|
||||
|
||||
component_types = frappe.db.sql(
|
||||
""" select name from `tabSalary Component`
|
||||
where is_income_tax_component = 1 """
|
||||
@ -100,15 +117,20 @@ def get_data(filters):
|
||||
)
|
||||
|
||||
for d in entry:
|
||||
data.append(
|
||||
{
|
||||
"employee": d.employee,
|
||||
"employee_name": d.employee_name,
|
||||
"it_comp": d.salary_component,
|
||||
"posting_date": d.posting_date,
|
||||
"it_amount": d.amount,
|
||||
"gross_pay": d.gross_pay,
|
||||
}
|
||||
)
|
||||
|
||||
employee = {
|
||||
"employee": d.employee,
|
||||
"employee_name": d.employee_name,
|
||||
"it_comp": d.salary_component,
|
||||
"posting_date": d.posting_date,
|
||||
# "pan_number": employee_pan_dict.get(d.employee),
|
||||
"it_amount": d.amount,
|
||||
"gross_pay": d.gross_pay,
|
||||
}
|
||||
|
||||
if erpnext.get_region() == "India":
|
||||
employee["pan_number"] = employee_pan_dict.get(d.employee)
|
||||
|
||||
data.append(employee)
|
||||
|
||||
return data
|
||||
|
||||
@ -0,0 +1,8 @@
|
||||
// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
|
||||
// For license information, please see license.txt
|
||||
|
||||
frappe.ui.form.on('Lower Deduction Certificate', {
|
||||
// refresh: function(frm) {
|
||||
|
||||
// }
|
||||
});
|
||||
@ -0,0 +1,140 @@
|
||||
{
|
||||
"actions": [],
|
||||
"autoname": "field:certificate_no",
|
||||
"creation": "2020-03-10 23:12:10.072631",
|
||||
"doctype": "DocType",
|
||||
"editable_grid": 1,
|
||||
"engine": "InnoDB",
|
||||
"field_order": [
|
||||
"certificate_details_section",
|
||||
"tax_withholding_category",
|
||||
"fiscal_year",
|
||||
"column_break_3",
|
||||
"certificate_no",
|
||||
"section_break_3",
|
||||
"supplier",
|
||||
"column_break_7",
|
||||
"pan_no",
|
||||
"validity_details_section",
|
||||
"valid_from",
|
||||
"column_break_10",
|
||||
"valid_upto",
|
||||
"section_break_9",
|
||||
"rate",
|
||||
"column_break_14",
|
||||
"certificate_limit"
|
||||
],
|
||||
"fields": [
|
||||
{
|
||||
"fieldname": "certificate_no",
|
||||
"fieldtype": "Data",
|
||||
"in_list_view": 1,
|
||||
"label": "Certificate No",
|
||||
"reqd": 1,
|
||||
"unique": 1
|
||||
},
|
||||
{
|
||||
"fieldname": "section_break_3",
|
||||
"fieldtype": "Section Break",
|
||||
"label": "Deductee Details"
|
||||
},
|
||||
{
|
||||
"fieldname": "supplier",
|
||||
"fieldtype": "Link",
|
||||
"in_list_view": 1,
|
||||
"label": "Supplier",
|
||||
"options": "Supplier",
|
||||
"reqd": 1
|
||||
},
|
||||
{
|
||||
"fetch_from": "supplier.pan",
|
||||
"fetch_if_empty": 1,
|
||||
"fieldname": "pan_no",
|
||||
"fieldtype": "Data",
|
||||
"in_list_view": 1,
|
||||
"label": "PAN No",
|
||||
"reqd": 1
|
||||
},
|
||||
{
|
||||
"fieldname": "validity_details_section",
|
||||
"fieldtype": "Section Break",
|
||||
"label": "Validity Details"
|
||||
},
|
||||
{
|
||||
"fieldname": "valid_upto",
|
||||
"fieldtype": "Date",
|
||||
"label": "Valid Upto",
|
||||
"reqd": 1
|
||||
},
|
||||
{
|
||||
"fieldname": "section_break_9",
|
||||
"fieldtype": "Section Break"
|
||||
},
|
||||
{
|
||||
"fieldname": "rate",
|
||||
"fieldtype": "Percent",
|
||||
"label": "Rate Of TDS As Per Certificate",
|
||||
"reqd": 1
|
||||
},
|
||||
{
|
||||
"fieldname": "certificate_limit",
|
||||
"fieldtype": "Currency",
|
||||
"label": "Certificate Limit",
|
||||
"reqd": 1
|
||||
},
|
||||
{
|
||||
"fieldname": "certificate_details_section",
|
||||
"fieldtype": "Section Break",
|
||||
"label": "Certificate Details"
|
||||
},
|
||||
{
|
||||
"fieldname": "column_break_3",
|
||||
"fieldtype": "Column Break"
|
||||
},
|
||||
{
|
||||
"fieldname": "column_break_10",
|
||||
"fieldtype": "Column Break"
|
||||
},
|
||||
{
|
||||
"fieldname": "column_break_14",
|
||||
"fieldtype": "Column Break"
|
||||
},
|
||||
{
|
||||
"fieldname": "column_break_7",
|
||||
"fieldtype": "Column Break"
|
||||
},
|
||||
{
|
||||
"fieldname": "valid_from",
|
||||
"fieldtype": "Date",
|
||||
"in_list_view": 1,
|
||||
"label": "Valid From",
|
||||
"reqd": 1
|
||||
},
|
||||
{
|
||||
"fieldname": "fiscal_year",
|
||||
"fieldtype": "Link",
|
||||
"label": "Fiscal Year",
|
||||
"options": "Fiscal Year",
|
||||
"reqd": 1
|
||||
},
|
||||
{
|
||||
"fieldname": "tax_withholding_category",
|
||||
"fieldtype": "Link",
|
||||
"label": "Tax Withholding Category",
|
||||
"options": "Tax Withholding Category",
|
||||
"reqd": 1
|
||||
}
|
||||
],
|
||||
"index_web_pages_for_search": 1,
|
||||
"links": [],
|
||||
"modified": "2021-10-23 18:33:38.962622",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Regional",
|
||||
"name": "Lower Deduction Certificate",
|
||||
"naming_rule": "By fieldname",
|
||||
"owner": "Administrator",
|
||||
"permissions": [],
|
||||
"sort_field": "modified",
|
||||
"sort_order": "DESC",
|
||||
"track_changes": 1
|
||||
}
|
||||
@ -0,0 +1,60 @@
|
||||
# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
|
||||
# For license information, please see license.txt
|
||||
|
||||
|
||||
import frappe
|
||||
from frappe import _
|
||||
from frappe.model.document import Document
|
||||
from frappe.utils import get_link_to_form, getdate
|
||||
|
||||
from erpnext.accounts.utils import get_fiscal_year
|
||||
|
||||
|
||||
class LowerDeductionCertificate(Document):
|
||||
def validate(self):
|
||||
self.validate_dates()
|
||||
self.validate_supplier_against_tax_category()
|
||||
|
||||
def validate_dates(self):
|
||||
if getdate(self.valid_upto) < getdate(self.valid_from):
|
||||
frappe.throw(_("Valid Upto date cannot be before Valid From date"))
|
||||
|
||||
fiscal_year = get_fiscal_year(fiscal_year=self.fiscal_year, as_dict=True)
|
||||
|
||||
if not (fiscal_year.year_start_date <= getdate(self.valid_from) <= fiscal_year.year_end_date):
|
||||
frappe.throw(_("Valid From date not in Fiscal Year {0}").format(frappe.bold(self.fiscal_year)))
|
||||
|
||||
if not (fiscal_year.year_start_date <= getdate(self.valid_upto) <= fiscal_year.year_end_date):
|
||||
frappe.throw(_("Valid Upto date not in Fiscal Year {0}").format(frappe.bold(self.fiscal_year)))
|
||||
|
||||
def validate_supplier_against_tax_category(self):
|
||||
duplicate_certificate = frappe.db.get_value(
|
||||
"Lower Deduction Certificate",
|
||||
{
|
||||
"supplier": self.supplier,
|
||||
"tax_withholding_category": self.tax_withholding_category,
|
||||
"name": ("!=", self.name),
|
||||
},
|
||||
["name", "valid_from", "valid_upto"],
|
||||
as_dict=True,
|
||||
)
|
||||
if duplicate_certificate and self.are_dates_overlapping(duplicate_certificate):
|
||||
certificate_link = get_link_to_form("Lower Deduction Certificate", duplicate_certificate.name)
|
||||
frappe.throw(
|
||||
_(
|
||||
"There is already a valid Lower Deduction Certificate {0} for Supplier {1} against category {2} for this time period."
|
||||
).format(
|
||||
certificate_link, frappe.bold(self.supplier), frappe.bold(self.tax_withholding_category)
|
||||
)
|
||||
)
|
||||
|
||||
def are_dates_overlapping(self, duplicate_certificate):
|
||||
valid_from = duplicate_certificate.valid_from
|
||||
valid_upto = duplicate_certificate.valid_upto
|
||||
if valid_from <= getdate(self.valid_from) <= valid_upto:
|
||||
return True
|
||||
elif valid_from <= getdate(self.valid_upto) <= valid_upto:
|
||||
return True
|
||||
elif getdate(self.valid_from) <= valid_from and valid_upto <= getdate(self.valid_upto):
|
||||
return True
|
||||
return False
|
||||
@ -0,0 +1,9 @@
|
||||
# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
|
||||
# See license.txt
|
||||
|
||||
# import frappe
|
||||
import unittest
|
||||
|
||||
|
||||
class TestLowerDeductionCertificate(unittest.TestCase):
|
||||
pass
|
||||
0
erpnext/regional/india/__init__.py
Normal file
0
erpnext/regional/india/__init__.py
Normal file
321
erpnext/regional/india/setup.py
Normal file
321
erpnext/regional/india/setup.py
Normal file
@ -0,0 +1,321 @@
|
||||
# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
|
||||
# License: GNU General Public License v3. See license.txt
|
||||
|
||||
|
||||
import frappe
|
||||
from frappe.custom.doctype.custom_field.custom_field import create_custom_fields
|
||||
|
||||
|
||||
def setup(company=None, patch=True):
|
||||
# Company independent fixtures should be called only once at the first company setup
|
||||
if patch or frappe.db.count("Company", {"country": "India"}) <= 1:
|
||||
make_custom_fields()
|
||||
create_gratuity_rule()
|
||||
create_salary_components()
|
||||
|
||||
|
||||
def make_custom_fields():
|
||||
create_custom_fields(
|
||||
{
|
||||
"Salary Component": [
|
||||
{
|
||||
"fieldname": "component_type",
|
||||
"label": "Component Type",
|
||||
"fieldtype": "Select",
|
||||
"insert_after": "description",
|
||||
"options": (
|
||||
"\nProvident Fund\nAdditional Provident Fund\nProvident Fund" " Loan\nProfessional Tax"
|
||||
),
|
||||
"depends_on": 'eval:doc.type == "Deduction"',
|
||||
"translatable": 0,
|
||||
},
|
||||
],
|
||||
"Employee": [
|
||||
{
|
||||
"fieldname": "ifsc_code",
|
||||
"label": "IFSC Code",
|
||||
"fieldtype": "Data",
|
||||
"insert_after": "bank_ac_no",
|
||||
"print_hide": 1,
|
||||
"depends_on": 'eval:doc.salary_mode == "Bank"',
|
||||
"translatable": 0,
|
||||
},
|
||||
{
|
||||
"fieldname": "pan_number",
|
||||
"label": "PAN Number",
|
||||
"fieldtype": "Data",
|
||||
"insert_after": "payroll_cost_center",
|
||||
"print_hide": 1,
|
||||
"translatable": 0,
|
||||
},
|
||||
{
|
||||
"fieldname": "micr_code",
|
||||
"label": "MICR Code",
|
||||
"fieldtype": "Data",
|
||||
"insert_after": "ifsc_code",
|
||||
"print_hide": 1,
|
||||
"depends_on": 'eval:doc.salary_mode == "Bank"',
|
||||
"translatable": 0,
|
||||
},
|
||||
{
|
||||
"fieldname": "provident_fund_account",
|
||||
"label": "Provident Fund Account",
|
||||
"fieldtype": "Data",
|
||||
"insert_after": "pan_number",
|
||||
"translatable": 0,
|
||||
},
|
||||
],
|
||||
"Company": [
|
||||
{
|
||||
"fieldname": "hra_section",
|
||||
"label": "HRA Settings",
|
||||
"fieldtype": "Section Break",
|
||||
"insert_after": "asset_received_but_not_billed",
|
||||
"collapsible": 1,
|
||||
},
|
||||
{
|
||||
"fieldname": "basic_component",
|
||||
"label": "Basic Component",
|
||||
"fieldtype": "Link",
|
||||
"options": "Salary Component",
|
||||
"insert_after": "hra_section",
|
||||
},
|
||||
{
|
||||
"fieldname": "hra_component",
|
||||
"label": "HRA Component",
|
||||
"fieldtype": "Link",
|
||||
"options": "Salary Component",
|
||||
"insert_after": "basic_component",
|
||||
},
|
||||
{
|
||||
"fieldname": "hra_column_break",
|
||||
"fieldtype": "Column Break",
|
||||
"insert_after": "hra_component",
|
||||
},
|
||||
{
|
||||
"fieldname": "arrear_component",
|
||||
"label": "Arrear Component",
|
||||
"fieldtype": "Link",
|
||||
"options": "Salary Component",
|
||||
"insert_after": "hra_column_break",
|
||||
},
|
||||
{
|
||||
"fieldname": "non_profit_section",
|
||||
"label": "Non Profit Settings",
|
||||
"fieldtype": "Section Break",
|
||||
"insert_after": "arrear_component",
|
||||
"collapsible": 1,
|
||||
},
|
||||
{
|
||||
"fieldname": "company_80g_number",
|
||||
"label": "80G Number",
|
||||
"fieldtype": "Data",
|
||||
"insert_after": "non_profit_section",
|
||||
"translatable": 0,
|
||||
},
|
||||
{
|
||||
"fieldname": "with_effect_from",
|
||||
"label": "80G With Effect From",
|
||||
"fieldtype": "Date",
|
||||
"insert_after": "company_80g_number",
|
||||
},
|
||||
],
|
||||
"Employee Tax Exemption Declaration": [
|
||||
{
|
||||
"fieldname": "hra_section",
|
||||
"label": "HRA Exemption",
|
||||
"fieldtype": "Section Break",
|
||||
"insert_after": "declarations",
|
||||
},
|
||||
{
|
||||
"fieldname": "monthly_house_rent",
|
||||
"label": "Monthly House Rent",
|
||||
"fieldtype": "Currency",
|
||||
"insert_after": "hra_section",
|
||||
},
|
||||
{
|
||||
"fieldname": "rented_in_metro_city",
|
||||
"label": "Rented in Metro City",
|
||||
"fieldtype": "Check",
|
||||
"insert_after": "monthly_house_rent",
|
||||
"depends_on": "monthly_house_rent",
|
||||
},
|
||||
{
|
||||
"fieldname": "salary_structure_hra",
|
||||
"label": "HRA as per Salary Structure",
|
||||
"fieldtype": "Currency",
|
||||
"insert_after": "rented_in_metro_city",
|
||||
"read_only": 1,
|
||||
"depends_on": "monthly_house_rent",
|
||||
},
|
||||
{
|
||||
"fieldname": "hra_column_break",
|
||||
"fieldtype": "Column Break",
|
||||
"insert_after": "salary_structure_hra",
|
||||
"depends_on": "monthly_house_rent",
|
||||
},
|
||||
{
|
||||
"fieldname": "annual_hra_exemption",
|
||||
"label": "Annual HRA Exemption",
|
||||
"fieldtype": "Currency",
|
||||
"insert_after": "hra_column_break",
|
||||
"read_only": 1,
|
||||
"depends_on": "monthly_house_rent",
|
||||
},
|
||||
{
|
||||
"fieldname": "monthly_hra_exemption",
|
||||
"label": "Monthly HRA Exemption",
|
||||
"fieldtype": "Currency",
|
||||
"insert_after": "annual_hra_exemption",
|
||||
"read_only": 1,
|
||||
"depends_on": "monthly_house_rent",
|
||||
},
|
||||
],
|
||||
"Employee Tax Exemption Proof Submission": [
|
||||
{
|
||||
"fieldname": "hra_section",
|
||||
"label": "HRA Exemption",
|
||||
"fieldtype": "Section Break",
|
||||
"insert_after": "tax_exemption_proofs",
|
||||
},
|
||||
{
|
||||
"fieldname": "house_rent_payment_amount",
|
||||
"label": "House Rent Payment Amount",
|
||||
"fieldtype": "Currency",
|
||||
"insert_after": "hra_section",
|
||||
},
|
||||
{
|
||||
"fieldname": "rented_in_metro_city",
|
||||
"label": "Rented in Metro City",
|
||||
"fieldtype": "Check",
|
||||
"insert_after": "house_rent_payment_amount",
|
||||
"depends_on": "house_rent_payment_amount",
|
||||
},
|
||||
{
|
||||
"fieldname": "rented_from_date",
|
||||
"label": "Rented From Date",
|
||||
"fieldtype": "Date",
|
||||
"insert_after": "rented_in_metro_city",
|
||||
"depends_on": "house_rent_payment_amount",
|
||||
},
|
||||
{
|
||||
"fieldname": "rented_to_date",
|
||||
"label": "Rented To Date",
|
||||
"fieldtype": "Date",
|
||||
"insert_after": "rented_from_date",
|
||||
"depends_on": "house_rent_payment_amount",
|
||||
},
|
||||
{
|
||||
"fieldname": "hra_column_break",
|
||||
"fieldtype": "Column Break",
|
||||
"insert_after": "rented_to_date",
|
||||
"depends_on": "house_rent_payment_amount",
|
||||
},
|
||||
{
|
||||
"fieldname": "monthly_house_rent",
|
||||
"label": "Monthly House Rent",
|
||||
"fieldtype": "Currency",
|
||||
"insert_after": "hra_column_break",
|
||||
"read_only": 1,
|
||||
"depends_on": "house_rent_payment_amount",
|
||||
},
|
||||
{
|
||||
"fieldname": "monthly_hra_exemption",
|
||||
"label": "Monthly Eligible Amount",
|
||||
"fieldtype": "Currency",
|
||||
"insert_after": "monthly_house_rent",
|
||||
"read_only": 1,
|
||||
"depends_on": "house_rent_payment_amount",
|
||||
},
|
||||
{
|
||||
"fieldname": "total_eligible_hra_exemption",
|
||||
"label": "Total Eligible HRA Exemption",
|
||||
"fieldtype": "Currency",
|
||||
"insert_after": "monthly_hra_exemption",
|
||||
"read_only": 1,
|
||||
"depends_on": "house_rent_payment_amount",
|
||||
},
|
||||
],
|
||||
}
|
||||
)
|
||||
|
||||
|
||||
def create_gratuity_rule():
|
||||
# Standard Indain Gratuity Rule
|
||||
if frappe.db.exists("Gratuity Rule", "Indian Standard Gratuity Rule"):
|
||||
return
|
||||
|
||||
rule = frappe.new_doc("Gratuity Rule")
|
||||
rule.update(
|
||||
{
|
||||
"name": "Indian Standard Gratuity Rule",
|
||||
"calculate_gratuity_amount_based_on": "Current Slab",
|
||||
"work_experience_calculation_method": "Round Off Work Experience",
|
||||
"minimum_year_for_gratuity": 5,
|
||||
"gratuity_rule_slabs": [
|
||||
{
|
||||
"from_year": 0,
|
||||
"to_year": 0,
|
||||
"fraction_of_applicable_earnings": 15 / 26,
|
||||
}
|
||||
],
|
||||
}
|
||||
)
|
||||
rule.flags.ignore_mandatory = True
|
||||
rule.save()
|
||||
|
||||
|
||||
def create_salary_components():
|
||||
docs = [
|
||||
{
|
||||
"doctype": "Salary Component",
|
||||
"salary_component": "Professional Tax",
|
||||
"description": "Professional Tax",
|
||||
"type": "Deduction",
|
||||
"exempted_from_income_tax": 1,
|
||||
},
|
||||
{
|
||||
"doctype": "Salary Component",
|
||||
"salary_component": "Provident Fund",
|
||||
"description": "Provident fund",
|
||||
"type": "Deduction",
|
||||
"is_tax_applicable": 1,
|
||||
},
|
||||
{
|
||||
"doctype": "Salary Component",
|
||||
"salary_component": "House Rent Allowance",
|
||||
"description": "House Rent Allowance",
|
||||
"type": "Earning",
|
||||
"is_tax_applicable": 1,
|
||||
},
|
||||
{
|
||||
"doctype": "Salary Component",
|
||||
"salary_component": "Basic",
|
||||
"description": "Basic",
|
||||
"type": "Earning",
|
||||
"is_tax_applicable": 1,
|
||||
},
|
||||
{
|
||||
"doctype": "Salary Component",
|
||||
"salary_component": "Arrear",
|
||||
"description": "Arrear",
|
||||
"type": "Earning",
|
||||
"is_tax_applicable": 1,
|
||||
},
|
||||
{
|
||||
"doctype": "Salary Component",
|
||||
"salary_component": "Leave Encashment",
|
||||
"description": "Leave Encashment",
|
||||
"type": "Earning",
|
||||
"is_tax_applicable": 1,
|
||||
},
|
||||
]
|
||||
|
||||
for d in docs:
|
||||
try:
|
||||
doc = frappe.get_doc(d)
|
||||
doc.flags.ignore_permissions = True
|
||||
doc.insert(ignore_if_duplicate=True)
|
||||
|
||||
except frappe.DuplicateEntryError:
|
||||
frappe.clear_messages()
|
||||
200
erpnext/regional/india/utils.py
Normal file
200
erpnext/regional/india/utils.py
Normal file
@ -0,0 +1,200 @@
|
||||
import math
|
||||
|
||||
import frappe
|
||||
from frappe import _
|
||||
from frappe.utils import add_days, date_diff, flt, get_link_to_form, month_diff
|
||||
|
||||
from erpnext.hr.utils import get_salary_assignments
|
||||
from erpnext.payroll.doctype.salary_structure.salary_structure import make_salary_slip
|
||||
|
||||
|
||||
def calculate_annual_eligible_hra_exemption(doc):
|
||||
basic_component, hra_component = frappe.db.get_value(
|
||||
"Company", doc.company, ["basic_component", "hra_component"]
|
||||
)
|
||||
|
||||
if not (basic_component and hra_component):
|
||||
frappe.throw(
|
||||
_("Please set Basic and HRA component in Company {0}").format(
|
||||
get_link_to_form("Company", doc.company)
|
||||
)
|
||||
)
|
||||
|
||||
annual_exemption = monthly_exemption = hra_amount = basic_amount = 0
|
||||
|
||||
if hra_component and basic_component:
|
||||
assignments = get_salary_assignments(doc.employee, doc.payroll_period)
|
||||
|
||||
if not assignments and doc.docstatus == 1:
|
||||
frappe.throw(
|
||||
_("Salary Structure must be submitted before submission of {0}").format(doc.doctype)
|
||||
)
|
||||
|
||||
assignment_dates = [assignment.from_date for assignment in assignments]
|
||||
|
||||
for idx, assignment in enumerate(assignments):
|
||||
if has_hra_component(assignment.salary_structure, hra_component):
|
||||
basic_salary_amt, hra_salary_amt = get_component_amt_from_salary_slip(
|
||||
doc.employee,
|
||||
assignment.salary_structure,
|
||||
basic_component,
|
||||
hra_component,
|
||||
assignment.from_date,
|
||||
)
|
||||
to_date = get_end_date_for_assignment(assignment_dates, idx, doc.payroll_period)
|
||||
|
||||
frequency = frappe.get_value(
|
||||
"Salary Structure", assignment.salary_structure, "payroll_frequency"
|
||||
)
|
||||
basic_amount += get_component_pay(frequency, basic_salary_amt, assignment.from_date, to_date)
|
||||
hra_amount += get_component_pay(frequency, hra_salary_amt, assignment.from_date, to_date)
|
||||
|
||||
if hra_amount:
|
||||
if doc.monthly_house_rent:
|
||||
annual_exemption = calculate_hra_exemption(
|
||||
basic_amount,
|
||||
hra_amount,
|
||||
doc.monthly_house_rent,
|
||||
doc.rented_in_metro_city,
|
||||
)
|
||||
if annual_exemption > 0:
|
||||
monthly_exemption = annual_exemption / 12
|
||||
else:
|
||||
annual_exemption = 0
|
||||
|
||||
return frappe._dict(
|
||||
{
|
||||
"hra_amount": hra_amount,
|
||||
"annual_exemption": annual_exemption,
|
||||
"monthly_exemption": monthly_exemption,
|
||||
}
|
||||
)
|
||||
|
||||
|
||||
def has_hra_component(salary_structure, hra_component):
|
||||
return frappe.db.exists(
|
||||
"Salary Detail",
|
||||
{
|
||||
"parent": salary_structure,
|
||||
"salary_component": hra_component,
|
||||
"parentfield": "earnings",
|
||||
"parenttype": "Salary Structure",
|
||||
},
|
||||
)
|
||||
|
||||
|
||||
def get_end_date_for_assignment(assignment_dates, idx, payroll_period):
|
||||
end_date = None
|
||||
|
||||
try:
|
||||
end_date = assignment_dates[idx + 1]
|
||||
end_date = add_days(end_date, -1)
|
||||
except IndexError:
|
||||
pass
|
||||
|
||||
if not end_date:
|
||||
end_date = frappe.db.get_value("Payroll Period", payroll_period, "end_date")
|
||||
|
||||
return end_date
|
||||
|
||||
|
||||
def get_component_amt_from_salary_slip(
|
||||
employee, salary_structure, basic_component, hra_component, from_date
|
||||
):
|
||||
salary_slip = make_salary_slip(
|
||||
salary_structure,
|
||||
employee=employee,
|
||||
for_preview=1,
|
||||
ignore_permissions=True,
|
||||
posting_date=from_date,
|
||||
)
|
||||
|
||||
basic_amt, hra_amt = 0, 0
|
||||
for earning in salary_slip.earnings:
|
||||
if earning.salary_component == basic_component:
|
||||
basic_amt = earning.amount
|
||||
elif earning.salary_component == hra_component:
|
||||
hra_amt = earning.amount
|
||||
if basic_amt and hra_amt:
|
||||
return basic_amt, hra_amt
|
||||
return basic_amt, hra_amt
|
||||
|
||||
|
||||
def calculate_hra_exemption(annual_basic, annual_hra, monthly_house_rent, rented_in_metro_city):
|
||||
# TODO make this configurable
|
||||
exemptions = []
|
||||
# case 1: The actual amount allotted by the employer as the HRA.
|
||||
exemptions.append(annual_hra)
|
||||
|
||||
# case 2: Actual rent paid less 10% of the basic salary.
|
||||
actual_annual_rent = monthly_house_rent * 12
|
||||
exemptions.append(flt(actual_annual_rent) - flt(annual_basic * 0.1))
|
||||
|
||||
# case 3: 50% of the basic salary, if the employee is staying in a metro city (40% for a non-metro city).
|
||||
exemptions.append(annual_basic * 0.5 if rented_in_metro_city else annual_basic * 0.4)
|
||||
|
||||
# return minimum of 3 cases
|
||||
return min(exemptions)
|
||||
|
||||
|
||||
def get_component_pay(frequency, amount, from_date, to_date):
|
||||
days = date_diff(to_date, from_date) + 1
|
||||
|
||||
if frequency == "Daily":
|
||||
return amount * days
|
||||
elif frequency == "Weekly":
|
||||
return amount * math.floor(days / 7)
|
||||
elif frequency == "Fortnightly":
|
||||
return amount * math.floor(days / 14)
|
||||
elif frequency == "Monthly":
|
||||
return amount * month_diff(to_date, from_date)
|
||||
elif frequency == "Bimonthly":
|
||||
return amount * (month_diff(to_date, from_date) / 2)
|
||||
|
||||
|
||||
def calculate_hra_exemption_for_period(doc):
|
||||
monthly_rent, eligible_hra = 0, 0
|
||||
if doc.house_rent_payment_amount:
|
||||
validate_house_rent_dates(doc)
|
||||
# TODO receive rented months or validate dates are start and end of months?
|
||||
# Calc monthly rent, round to nearest .5
|
||||
factor = flt(date_diff(doc.rented_to_date, doc.rented_from_date) + 1) / 30
|
||||
factor = round(factor * 2) / 2
|
||||
monthly_rent = doc.house_rent_payment_amount / factor
|
||||
# update field used by calculate_annual_eligible_hra_exemption
|
||||
doc.monthly_house_rent = monthly_rent
|
||||
exemptions = calculate_annual_eligible_hra_exemption(doc)
|
||||
|
||||
if exemptions["monthly_exemption"]:
|
||||
# calc total exemption amount
|
||||
eligible_hra = exemptions["monthly_exemption"] * factor
|
||||
exemptions["monthly_house_rent"] = monthly_rent
|
||||
exemptions["total_eligible_hra_exemption"] = eligible_hra
|
||||
return exemptions
|
||||
|
||||
|
||||
def validate_house_rent_dates(doc):
|
||||
if not doc.rented_to_date or not doc.rented_from_date:
|
||||
frappe.throw(_("House rented dates required for exemption calculation"))
|
||||
|
||||
if date_diff(doc.rented_to_date, doc.rented_from_date) < 14:
|
||||
frappe.throw(_("House rented dates should be atleast 15 days apart"))
|
||||
|
||||
proofs = frappe.db.sql(
|
||||
"""
|
||||
select name
|
||||
from `tabEmployee Tax Exemption Proof Submission`
|
||||
where
|
||||
docstatus=1 and employee=%(employee)s and payroll_period=%(payroll_period)s
|
||||
and (rented_from_date between %(from_date)s and %(to_date)s or rented_to_date between %(from_date)s and %(to_date)s)
|
||||
""",
|
||||
{
|
||||
"employee": doc.employee,
|
||||
"payroll_period": doc.payroll_period,
|
||||
"from_date": doc.rented_from_date,
|
||||
"to_date": doc.rented_to_date,
|
||||
},
|
||||
)
|
||||
|
||||
if proofs:
|
||||
frappe.throw(_("House rent paid days overlapping with {0}").format(proofs[0][0]))
|
||||
@ -0,0 +1,7 @@
|
||||
// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
|
||||
// For license information, please see license.txt
|
||||
/* eslint-disable */
|
||||
|
||||
frappe.require("assets/erpnext/js/salary_slip_deductions_report_filters.js", function() {
|
||||
frappe.query_reports["Professional Tax Deductions"] = erpnext.salary_slip_deductions_report_filters;
|
||||
});
|
||||
@ -0,0 +1,20 @@
|
||||
{
|
||||
"add_total_row": 0,
|
||||
"creation": "2020-06-02 00:37:44.537355",
|
||||
"disable_prepared_report": 0,
|
||||
"disabled": 0,
|
||||
"docstatus": 0,
|
||||
"doctype": "Report",
|
||||
"idx": 0,
|
||||
"is_standard": "Yes",
|
||||
"modified": "2020-06-16 19:02:26.306348",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Regional",
|
||||
"name": "Professional Tax Deductions",
|
||||
"owner": "Administrator",
|
||||
"prepared_report": 0,
|
||||
"ref_doctype": "Salary Slip",
|
||||
"report_name": "Professional Tax Deductions",
|
||||
"report_type": "Script Report",
|
||||
"roles": []
|
||||
}
|
||||
@ -0,0 +1,78 @@
|
||||
# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
|
||||
# For license information, please see license.txt
|
||||
|
||||
|
||||
import frappe
|
||||
from frappe import _
|
||||
|
||||
from erpnext.regional.report.provident_fund_deductions.provident_fund_deductions import (
|
||||
get_conditions,
|
||||
)
|
||||
|
||||
|
||||
def execute(filters=None):
|
||||
data = get_data(filters)
|
||||
columns = get_columns(filters) if len(data) else []
|
||||
|
||||
return columns, data
|
||||
|
||||
|
||||
def get_columns(filters):
|
||||
columns = [
|
||||
{
|
||||
"label": _("Employee"),
|
||||
"options": "Employee",
|
||||
"fieldname": "employee",
|
||||
"fieldtype": "Link",
|
||||
"width": 200,
|
||||
},
|
||||
{
|
||||
"label": _("Employee Name"),
|
||||
"options": "Employee",
|
||||
"fieldname": "employee_name",
|
||||
"fieldtype": "Link",
|
||||
"width": 160,
|
||||
},
|
||||
{"label": _("Amount"), "fieldname": "amount", "fieldtype": "Currency", "width": 140},
|
||||
]
|
||||
|
||||
return columns
|
||||
|
||||
|
||||
def get_data(filters):
|
||||
|
||||
data = []
|
||||
|
||||
component_type_dict = frappe._dict(
|
||||
frappe.db.sql(
|
||||
""" select name, component_type from `tabSalary Component`
|
||||
where component_type = 'Professional Tax' """
|
||||
)
|
||||
)
|
||||
|
||||
if not len(component_type_dict):
|
||||
return []
|
||||
|
||||
conditions = get_conditions(filters)
|
||||
|
||||
entry = frappe.db.sql(
|
||||
""" select sal.employee, sal.employee_name, ded.salary_component, ded.amount
|
||||
from `tabSalary Slip` sal, `tabSalary Detail` ded
|
||||
where sal.name = ded.parent
|
||||
and ded.parentfield = 'deductions'
|
||||
and ded.parenttype = 'Salary Slip'
|
||||
and sal.docstatus = 1 %s
|
||||
and ded.salary_component in (%s)
|
||||
"""
|
||||
% (conditions, ", ".join(["%s"] * len(component_type_dict))),
|
||||
tuple(component_type_dict.keys()),
|
||||
as_dict=1,
|
||||
)
|
||||
|
||||
for d in entry:
|
||||
|
||||
employee = {"employee": d.employee, "employee_name": d.employee_name, "amount": d.amount}
|
||||
|
||||
data.append(employee)
|
||||
|
||||
return data
|
||||
@ -0,0 +1,7 @@
|
||||
// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
|
||||
// For license information, please see license.txt
|
||||
/* eslint-disable */
|
||||
|
||||
frappe.require("assets/erpnext/js/salary_slip_deductions_report_filters.js", function() {
|
||||
frappe.query_reports["Provident Fund Deductions"] = erpnext.salary_slip_deductions_report_filters;
|
||||
});
|
||||
@ -0,0 +1,20 @@
|
||||
{
|
||||
"add_total_row": 0,
|
||||
"creation": "2020-06-01 23:44:07.919117",
|
||||
"disable_prepared_report": 0,
|
||||
"disabled": 0,
|
||||
"docstatus": 0,
|
||||
"doctype": "Report",
|
||||
"idx": 0,
|
||||
"is_standard": "Yes",
|
||||
"modified": "2020-06-16 18:54:19.305763",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Regional",
|
||||
"name": "Provident Fund Deductions",
|
||||
"owner": "Administrator",
|
||||
"prepared_report": 0,
|
||||
"ref_doctype": "Salary Slip",
|
||||
"report_name": "Provident Fund Deductions",
|
||||
"report_type": "Script Report",
|
||||
"roles": []
|
||||
}
|
||||
@ -0,0 +1,174 @@
|
||||
# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
|
||||
# For license information, please see license.txt
|
||||
|
||||
|
||||
import frappe
|
||||
from frappe import _
|
||||
from frappe.utils import getdate
|
||||
|
||||
|
||||
def execute(filters=None):
|
||||
data = get_data(filters)
|
||||
columns = get_columns(filters) if len(data) else []
|
||||
|
||||
return columns, data
|
||||
|
||||
|
||||
def get_columns(filters):
|
||||
columns = [
|
||||
{
|
||||
"label": _("Employee"),
|
||||
"options": "Employee",
|
||||
"fieldname": "employee",
|
||||
"fieldtype": "Link",
|
||||
"width": 200,
|
||||
},
|
||||
{
|
||||
"label": _("Employee Name"),
|
||||
"options": "Employee",
|
||||
"fieldname": "employee_name",
|
||||
"fieldtype": "Link",
|
||||
"width": 160,
|
||||
},
|
||||
{"label": _("PF Account"), "fieldname": "pf_account", "fieldtype": "Data", "width": 140},
|
||||
{"label": _("PF Amount"), "fieldname": "pf_amount", "fieldtype": "Currency", "width": 140},
|
||||
{
|
||||
"label": _("Additional PF"),
|
||||
"fieldname": "additional_pf",
|
||||
"fieldtype": "Currency",
|
||||
"width": 140,
|
||||
},
|
||||
{"label": _("PF Loan"), "fieldname": "pf_loan", "fieldtype": "Currency", "width": 140},
|
||||
{"label": _("Total"), "fieldname": "total", "fieldtype": "Currency", "width": 140},
|
||||
]
|
||||
|
||||
return columns
|
||||
|
||||
|
||||
def get_conditions(filters):
|
||||
conditions = [""]
|
||||
|
||||
if filters.get("department"):
|
||||
conditions.append("sal.department = '%s' " % (filters["department"]))
|
||||
|
||||
if filters.get("branch"):
|
||||
conditions.append("sal.branch = '%s' " % (filters["branch"]))
|
||||
|
||||
if filters.get("company"):
|
||||
conditions.append("sal.company = '%s' " % (filters["company"]))
|
||||
|
||||
if filters.get("month"):
|
||||
conditions.append("month(sal.start_date) = '%s' " % (filters["month"]))
|
||||
|
||||
if filters.get("year"):
|
||||
conditions.append("year(start_date) = '%s' " % (filters["year"]))
|
||||
|
||||
if filters.get("mode_of_payment"):
|
||||
conditions.append("sal.mode_of_payment = '%s' " % (filters["mode_of_payment"]))
|
||||
|
||||
return " and ".join(conditions)
|
||||
|
||||
|
||||
def prepare_data(entry, component_type_dict):
|
||||
data_list = {}
|
||||
|
||||
employee_account_dict = frappe._dict(
|
||||
frappe.db.sql(""" select name, provident_fund_account from `tabEmployee`""")
|
||||
)
|
||||
|
||||
for d in entry:
|
||||
|
||||
component_type = component_type_dict.get(d.salary_component)
|
||||
|
||||
if data_list.get(d.name):
|
||||
data_list[d.name][component_type] = d.amount
|
||||
else:
|
||||
data_list.setdefault(
|
||||
d.name,
|
||||
{
|
||||
"employee": d.employee,
|
||||
"employee_name": d.employee_name,
|
||||
"pf_account": employee_account_dict.get(d.employee),
|
||||
component_type: d.amount,
|
||||
},
|
||||
)
|
||||
|
||||
return data_list
|
||||
|
||||
|
||||
def get_data(filters):
|
||||
data = []
|
||||
|
||||
conditions = get_conditions(filters)
|
||||
|
||||
salary_slips = frappe.db.sql(
|
||||
""" select sal.name from `tabSalary Slip` sal
|
||||
where docstatus = 1 %s
|
||||
"""
|
||||
% (conditions),
|
||||
as_dict=1,
|
||||
)
|
||||
|
||||
component_type_dict = frappe._dict(
|
||||
frappe.db.sql(
|
||||
""" select name, component_type from `tabSalary Component`
|
||||
where component_type in ('Provident Fund', 'Additional Provident Fund', 'Provident Fund Loan')"""
|
||||
)
|
||||
)
|
||||
|
||||
if not len(component_type_dict):
|
||||
return []
|
||||
|
||||
entry = frappe.db.sql(
|
||||
""" select sal.name, sal.employee, sal.employee_name, ded.salary_component, ded.amount
|
||||
from `tabSalary Slip` sal, `tabSalary Detail` ded
|
||||
where sal.name = ded.parent
|
||||
and ded.parentfield = 'deductions'
|
||||
and ded.parenttype = 'Salary Slip'
|
||||
and sal.docstatus = 1 %s
|
||||
and ded.salary_component in (%s)
|
||||
"""
|
||||
% (conditions, ", ".join(["%s"] * len(component_type_dict))),
|
||||
tuple(component_type_dict.keys()),
|
||||
as_dict=1,
|
||||
)
|
||||
|
||||
data_list = prepare_data(entry, component_type_dict)
|
||||
|
||||
for d in salary_slips:
|
||||
total = 0
|
||||
if data_list.get(d.name):
|
||||
employee = {
|
||||
"employee": data_list.get(d.name).get("employee"),
|
||||
"employee_name": data_list.get(d.name).get("employee_name"),
|
||||
"pf_account": data_list.get(d.name).get("pf_account"),
|
||||
}
|
||||
|
||||
if data_list.get(d.name).get("Provident Fund"):
|
||||
employee["pf_amount"] = data_list.get(d.name).get("Provident Fund")
|
||||
total += data_list.get(d.name).get("Provident Fund")
|
||||
|
||||
if data_list.get(d.name).get("Additional Provident Fund"):
|
||||
employee["additional_pf"] = data_list.get(d.name).get("Additional Provident Fund")
|
||||
total += data_list.get(d.name).get("Additional Provident Fund")
|
||||
|
||||
if data_list.get(d.name).get("Provident Fund Loan"):
|
||||
employee["pf_loan"] = data_list.get(d.name).get("Provident Fund Loan")
|
||||
total += data_list.get(d.name).get("Provident Fund Loan")
|
||||
|
||||
employee["total"] = total
|
||||
|
||||
data.append(employee)
|
||||
|
||||
return data
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def get_years():
|
||||
year_list = frappe.db.sql_list(
|
||||
"""select distinct YEAR(end_date) from `tabSalary Slip` ORDER BY YEAR(end_date) DESC"""
|
||||
)
|
||||
if not year_list:
|
||||
year_list = [getdate().year]
|
||||
|
||||
return "\n".join(str(year) for year in year_list)
|
||||
Loading…
Reference in New Issue
Block a user