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feat: Income tax slab (#21399)

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* Feat: Multiple tax as per new taxation rule

* patch:for multiple tax slab, fix: payroll and exemption validation

* Test: Fixture

* feat: income tax slab with other charges and tax exempted deduction components

* fix: added missing init file

* fix: Patch fixed

* fix: Patch fixed

* fix: test fixes

* fix: validate duplicate exemption declaration

* fix: payment entry test case

Co-authored-by: Anurag Mishra <mishranaman123@gmail.com>
This commit is contained in:
Nabin Hait 2020-04-26 17:45:57 +05:30 committed by GitHub
parent 7e73473a65
commit 58ee6c1e08
No known key found for this signature in database
GPG Key ID: 4AEE18F83AFDEB23
38 changed files with 1298 additions and 1375 deletions
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10
erpnext/accounts/doctype/sales_invoice/sales_invoice.js
View File

@ -587,7 +587,9 @@ frappe.ui.form.on('Sales Invoice', {
frm.set_query("account_for_change_amount", function() {
return {
filters: {
account_type: ['in', ["Cash", "Bank"]]
account_type: ['in', ["Cash", "Bank"]],
company: frm.doc.company,
is_group: 0
}
};
});
@ -668,7 +670,8 @@ frappe.ui.form.on('Sales Invoice', {
frm.fields_dict["loyalty_redemption_account"].get_query = function() {
return {
filters:{
"company": frm.doc.company
"company": frm.doc.company,
"is_group": 0
}
}
};
@ -677,7 +680,8 @@ frappe.ui.form.on('Sales Invoice', {
frm.fields_dict["loyalty_redemption_cost_center"].get_query = function() {
return {
filters:{
"company": frm.doc.company
"company": frm.doc.company,
"is_group": 0
}
}
};

0
erpnext/hr/doctype/employee_other_income/__init__.py Normal file
View File

8
erpnext/hr/doctype/employee_other_income/employee_other_income.js Normal file
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@ -0,0 +1,8 @@
// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
frappe.ui.form.on('Employee Other Income', {
// refresh: function(frm) {
// }
});

138
erpnext/hr/doctype/employee_other_income/employee_other_income.json Normal file
View File

@ -0,0 +1,138 @@
{
"actions": [],
"autoname": "HR-INCOME-.######",
"creation": "2020-03-18 15:04:40.767434",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"employee",
"employee_name",
"payroll_period",
"column_break_3",
"company",
"source",
"amount",
"amended_from"
],
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{
"fieldname": "employee",
"fieldtype": "Link",
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10
erpnext/hr/doctype/employee_other_income/employee_other_income.py Normal file
View File

@ -0,0 +1,10 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
# import frappe
from frappe.model.document import Document
class EmployeeOtherIncome(Document):
pass

10
erpnext/hr/doctype/employee_other_income/test_employee_other_income.py Normal file
View File

@ -0,0 +1,10 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
from __future__ import unicode_literals
# import frappe
import unittest
class TestEmployeeOtherIncome(unittest.TestCase):
pass

746
erpnext/hr/doctype/employee_tax_exemption_declaration/employee_tax_exemption_declaration.json
View File

@ -1,620 +1,180 @@
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},
},
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},
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}
],
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"read_only_onload": 0,
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"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1,
"track_seen": 0,
"track_views": 0
],
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
}

20
erpnext/hr/doctype/employee_tax_exemption_declaration/employee_tax_exemption_declaration.py
View File

@ -8,31 +8,17 @@ from frappe.model.document import Document
from frappe import _
from frappe.utils import flt
from frappe.model.mapper import get_mapped_doc
from erpnext.hr.utils import validate_tax_declaration, get_total_exemption_amount, calculate_annual_eligible_hra_exemption
class DuplicateDeclarationError(frappe.ValidationError): pass
from erpnext.hr.utils import validate_tax_declaration, get_total_exemption_amount, \
calculate_annual_eligible_hra_exemption, validate_duplicate_exemption_for_payroll_period
class EmployeeTaxExemptionDeclaration(Document):
def validate(self):
validate_tax_declaration(self.declarations)
self.validate_duplicate()
validate_duplicate_exemption_for_payroll_period(self.doctype, self.name, self.payroll_period, self.employee)
self.set_total_declared_amount()
self.set_total_exemption_amount()
self.calculate_hra_exemption()
def validate_duplicate(self):
duplicate = frappe.db.get_value("Employee Tax Exemption Declaration",
filters = {
"employee": self.employee,
"payroll_period": self.payroll_period,
"name": ["!=", self.name],
"docstatus": ["!=", 2]
}
)
if duplicate:
frappe.throw(_("Duplicate Tax Declaration of {0} for period {1}")
.format(self.employee, self.payroll_period), DuplicateDeclarationError)
def set_total_declared_amount(self):
self.total_declared_amount = 0.0
for d in self.declarations:

2
erpnext/hr/doctype/employee_tax_exemption_declaration/test_employee_tax_exemption_declaration.py
View File

@ -6,7 +6,7 @@ from __future__ import unicode_literals
import frappe, erpnext
import unittest
from erpnext.hr.doctype.employee.test_employee import make_employee
from erpnext.hr.doctype.employee_tax_exemption_declaration.employee_tax_exemption_declaration import DuplicateDeclarationError
from erpnext.hr.utils import DuplicateDeclarationError
class TestEmployeeTaxExemptionDeclaration(unittest.TestCase):
def setUp(self):

14
erpnext/hr/doctype/employee_tax_exemption_proof_submission/employee_tax_exemption_proof_submission.json
View File

@ -21,8 +21,6 @@
"total_actual_amount",
"column_break_12",
"exemption_amount",
"other_incomes_section",
"income_from_other_sources",
"attachment_section",
"attachments",
"amended_from"
@ -111,16 +109,6 @@
"label": "Total Exemption Amount",
"read_only": 1
},
{
"fieldname": "other_incomes_section",
"fieldtype": "Section Break",
"label": "Other Incomes"
},
{
"fieldname": "income_from_other_sources",
"fieldtype": "Currency",
"label": "Income From Other Sources"
},
{
"fieldname": "attachment_section",
"fieldtype": "Section Break"
@ -142,7 +130,7 @@
],
"is_submittable": 1,
"links": [],
"modified": "2020-03-02 19:02:15.398486",
"modified": "2020-03-18 14:55:51.420016",
"modified_by": "Administrator",
"module": "HR",
"name": "Employee Tax Exemption Proof Submission",

6
erpnext/hr/doctype/employee_tax_exemption_proof_submission/employee_tax_exemption_proof_submission.py
View File

@ -7,7 +7,8 @@ import frappe
from frappe.model.document import Document
from frappe import _
from frappe.utils import flt
from erpnext.hr.utils import validate_tax_declaration, get_total_exemption_amount, calculate_hra_exemption_for_period
from erpnext.hr.utils import validate_tax_declaration, get_total_exemption_amount, \
calculate_hra_exemption_for_period, validate_duplicate_exemption_for_payroll_period
class EmployeeTaxExemptionProofSubmission(Document):
def validate(self):
@ -15,6 +16,7 @@ class EmployeeTaxExemptionProofSubmission(Document):
self.set_total_actual_amount()
self.set_total_exemption_amount()
self.calculate_hra_exemption()
validate_duplicate_exemption_for_payroll_period(self.doctype, self.name, self.payroll_period, self.employee)
def set_total_actual_amount(self):
self.total_actual_amount = flt(self.get("house_rent_payment_amount"))
@ -32,4 +34,4 @@ class EmployeeTaxExemptionProofSubmission(Document):
self.exemption_amount += hra_exemption["total_eligible_hra_exemption"]
self.monthly_hra_exemption = hra_exemption["monthly_exemption"]
self.monthly_house_rent = hra_exemption["monthly_house_rent"]
self.total_eligible_hra_exemption = hra_exemption["total_eligible_hra_exemption"]
self.total_eligible_hra_exemption = hra_exemption["total_eligible_hra_exemption"]

0
erpnext/hr/doctype/income_tax_slab/__init__.py Normal file
View File

6
erpnext/hr/doctype/income_tax_slab/income_tax_slab.js Normal file
View File

@ -0,0 +1,6 @@
// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
frappe.ui.form.on('Income Tax Slab', {
});

160
erpnext/hr/doctype/income_tax_slab/income_tax_slab.json Normal file
View File

@ -0,0 +1,160 @@
{
"actions": [],
"autoname": "Prompt",
"creation": "2020-03-17 16:50:35.564915",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"effective_from",
"company",
"column_break_3",
"allow_tax_exemption",
"standard_tax_exemption_amount",
"disabled",
"amended_from",
"taxable_salary_slabs_section",
"slabs",
"taxes_and_charges_on_income_tax_section",
"other_taxes_and_charges"
],
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"fieldtype": "Date",
"in_list_view": 1,
"label": "Effective from",
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},
{
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"fieldtype": "Column Break"
},
{
"default": "0",
"description": "If enabled, Tax Exemption Declaration will be considered for income tax calculation.",
"fieldname": "allow_tax_exemption",
"fieldtype": "Check",
"label": "Allow Tax Exemption"
},
{
"fieldname": "taxable_salary_slabs_section",
"fieldtype": "Section Break",
"label": "Taxable Salary Slabs"
},
{
"fieldname": "amended_from",
"fieldtype": "Link",
"label": "Amended From",
"no_copy": 1,
"options": "Income Tax Slab",
"print_hide": 1,
"read_only": 1
},
{
"fieldname": "slabs",
"fieldtype": "Table",
"label": "Taxable Salary Slabs",
"options": "Taxable Salary Slab",
"reqd": 1
},
{
"allow_on_submit": 1,
"default": "0",
"fieldname": "disabled",
"fieldtype": "Check",
"label": "Disabled"
},
{
"depends_on": "allow_tax_exemption",
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"fieldtype": "Currency",
"label": "Standard Tax Exemption Amount",
"options": "Company:company:default_currency"
},
{
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"fieldtype": "Link",
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"options": "Company"
},
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"label": "Taxes and Charges on Income Tax"
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"fieldtype": "Table",
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"options": "Income Tax Slab Other Charges"
}
],
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"links": [],
"modified": "2020-04-24 12:28:36.805904",
"modified_by": "Administrator",
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10
erpnext/hr/doctype/income_tax_slab/income_tax_slab.py Normal file
View File

@ -0,0 +1,10 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
# import frappe
from frappe.model.document import Document
class IncomeTaxSlab(Document):
pass

10
erpnext/hr/doctype/income_tax_slab/test_income_tax_slab.py Normal file
View File

@ -0,0 +1,10 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
from __future__ import unicode_literals
# import frappe
import unittest
class TestIncomeTaxSlab(unittest.TestCase):
pass

0
erpnext/hr/doctype/income_tax_slab_other_charges/__init__.py Normal file
View File

75
erpnext/hr/doctype/income_tax_slab_other_charges/income_tax_slab_other_charges.json Normal file
View File

@ -0,0 +1,75 @@
{
"actions": [],
"creation": "2020-04-24 11:46:59.041180",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"description",
"column_break_2",
"percent",
"conditions_section",
"min_taxable_income",
"column_break_7",
"max_taxable_income"
],
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{
"fieldname": "column_break_2",
"fieldtype": "Column Break"
},
{
"columns": 2,
"fieldname": "min_taxable_income",
"fieldtype": "Currency",
"in_list_view": 1,
"label": "Min Taxable Income",
"options": "Company:company:default_currency"
},
{
"columns": 4,
"fieldname": "description",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Description",
"reqd": 1
},
{
"columns": 2,
"fieldname": "percent",
"fieldtype": "Percent",
"in_list_view": 1,
"label": "Percent",
"reqd": 1
},
{
"fieldname": "conditions_section",
"fieldtype": "Section Break",
"label": "Conditions"
},
{
"fieldname": "column_break_7",
"fieldtype": "Column Break"
},
{
"columns": 2,
"fieldname": "max_taxable_income",
"fieldtype": "Currency",
"in_list_view": 1,
"label": "Max Taxable Income",
"options": "Company:company:default_currency"
}
],
"istable": 1,
"links": [],
"modified": "2020-04-24 13:27:43.598967",
"modified_by": "Administrator",
"module": "HR",
"name": "Income Tax Slab Other Charges",
"owner": "Administrator",
"permissions": [],
"quick_entry": 1,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
}

10
erpnext/hr/doctype/income_tax_slab_other_charges/income_tax_slab_other_charges.py Normal file
View File

@ -0,0 +1,10 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
# import frappe
from frappe.model.document import Document
class IncomeTaxSlabOtherCharges(Document):
pass

467
erpnext/hr/doctype/payroll_period/payroll_period.json
View File

@ -1,401 +1,102 @@
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"in_list_view": 0,
"in_standard_filter": 0,
"label": "Standard Tax Exemption Amount",
"length": 0,
"no_copy": 0,
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"precision": "",
"print_hide": 0,
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"fieldname": "periods",
"fieldtype": "Table",
"label": "Payroll Periods",
"options": "Payroll Period Date"
}
],
"has_web_view": 0,
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"idx": 0,
"image_view": 0,
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"modified": "2019-04-26 01:45:03.160929",
"modified_by": "Administrator",
"module": "HR",
"name": "Payroll Period",
"name_case": "",
"owner": "Administrator",
],
"links": [],
"modified": "2020-03-18 18:13:23.859980",
"modified_by": "Administrator",
"module": "HR",
"name": "Payroll Period",
"owner": "Administrator",
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"track_changes": 1
}

5
erpnext/hr/doctype/payroll_period/payroll_period.py
View File

@ -45,8 +45,9 @@ class PayrollPeriod(Document):
+ _(") for {0}").format(self.company)
frappe.throw(msg)
def get_payroll_period_days(start_date, end_date, employee):
company = frappe.db.get_value("Employee", employee, "company")
def get_payroll_period_days(start_date, end_date, employee, company=None):
if not company:
company = frappe.db.get_value("Employee", employee, "company")
payroll_period = frappe.db.sql("""
select name, start_date, end_date
from `tabPayroll Period`

525
erpnext/hr/doctype/salary_component/salary_component.json
View File

@ -1,264 +1,263 @@
{
"allow_import": 1,
"allow_rename": 1,
"autoname": "field:salary_component",
"creation": "2016-06-30 15:42:43.631931",
"doctype": "DocType",
"document_type": "Setup",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"salary_component",
"salary_component_abbr",
"type",
"description",
"column_break_4",
"is_payable",
"depends_on_payment_days",
"is_tax_applicable",
"deduct_full_tax_on_selected_payroll_date",
"round_to_the_nearest_integer",
"statistical_component",
"do_not_include_in_total",
"disabled",
"flexible_benefits",
"is_flexible_benefit",
"max_benefit_amount",
"column_break_9",
"pay_against_benefit_claim",
"only_tax_impact",
"create_separate_payment_entry_against_benefit_claim",
"section_break_11",
"variable_based_on_taxable_salary",
"section_break_5",
"accounts",
"condition_and_formula",
"condition",
"amount",
"amount_based_on_formula",
"formula",
"column_break_28",
"help"
],
"fields": [
{
"fieldname": "salary_component",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Name",
"reqd": 1,
"unique": 1
},
{
"fieldname": "salary_component_abbr",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Abbr",
"print_width": "120px",
"reqd": 1,
"width": "120px"
},
{
"fieldname": "type",
"fieldtype": "Select",
"in_standard_filter": 1,
"label": "Type",
"options": "Earning\nDeduction",
"reqd": 1
},
{
"default": "1",
"depends_on": "eval:doc.type == \"Earning\"",
"fieldname": "is_tax_applicable",
"fieldtype": "Check",
"label": "Is Tax Applicable"
},
{
"default": "1",
"fieldname": "is_payable",
"fieldtype": "Check",
"label": "Is Payable"
},
{
"default": "1",
"fieldname": "depends_on_payment_days",
"fieldtype": "Check",
"label": "Depends on Payment Days",
"print_hide": 1
},
{
"default": "0",
"fieldname": "do_not_include_in_total",
"fieldtype": "Check",
"label": "Do Not Include in Total"
},
{
"default": "0",
"depends_on": "is_tax_applicable",
"fieldname": "deduct_full_tax_on_selected_payroll_date",
"fieldtype": "Check",
"label": "Deduct Full Tax on Selected Payroll Date"
},
{
"fieldname": "column_break_4",
"fieldtype": "Column Break"
},
{
"default": "0",
"fieldname": "disabled",
"fieldtype": "Check",
"label": "Disabled"
},
{
"fieldname": "description",
"fieldtype": "Small Text",
"in_list_view": 1,
"label": "Description"
},
{
"default": "0",
"description": "If selected, the value specified or calculated in this component will not contribute to the earnings or deductions. However, it's value can be referenced by other components that can be added or deducted. ",
"fieldname": "statistical_component",
"fieldtype": "Check",
"label": "Statistical Component"
},
{
"depends_on": "eval:doc.type==\"Earning\" && doc.statistical_component!=1",
"fieldname": "flexible_benefits",
"fieldtype": "Section Break",
"label": "Flexible Benefits"
},
{
"default": "0",
"fieldname": "is_flexible_benefit",
"fieldtype": "Check",
"label": "Is Flexible Benefit"
},
{
"depends_on": "is_flexible_benefit",
"fieldname": "max_benefit_amount",
"fieldtype": "Currency",
"label": "Max Benefit Amount (Yearly)"
},
{
"fieldname": "column_break_9",
"fieldtype": "Column Break"
},
{
"default": "0",
"depends_on": "is_flexible_benefit",
"fieldname": "pay_against_benefit_claim",
"fieldtype": "Check",
"label": "Pay Against Benefit Claim"
},
{
"default": "0",
"depends_on": "eval:doc.is_flexible_benefit == 1 & doc.create_separate_payment_entry_against_benefit_claim !=1",
"fieldname": "only_tax_impact",
"fieldtype": "Check",
"label": "Only Tax Impact (Cannot Claim But Part of Taxable Income)"
},
{
"default": "0",
"depends_on": "eval:doc.is_flexible_benefit == 1 & doc.only_tax_impact !=1",
"fieldname": "create_separate_payment_entry_against_benefit_claim",
"fieldtype": "Check",
"label": "Create Separate Payment Entry Against Benefit Claim"
},
{
"depends_on": "eval:doc.type=='Deduction'",
"fieldname": "section_break_11",
"fieldtype": "Section Break"
},
{
"default": "0",
"fieldname": "variable_based_on_taxable_salary",
"fieldtype": "Check",
"label": "Variable Based On Taxable Salary"
},
{
"depends_on": "eval:doc.statistical_component != 1",
"fieldname": "section_break_5",
"fieldtype": "Section Break",
"label": "Accounts"
},
{
"fieldname": "accounts",
"fieldtype": "Table",
"label": "Accounts",
"options": "Salary Component Account"
},
{
"collapsible": 1,
"depends_on": "eval:doc.is_flexible_benefit != 1 && doc.variable_based_on_taxable_salary != 1",
"fieldname": "condition_and_formula",
"fieldtype": "Section Break",
"label": "Condition and Formula"
},
{
"fieldname": "condition",
"fieldtype": "Code",
"label": "Condition"
},
{
"default": "0",
"fieldname": "amount_based_on_formula",
"fieldtype": "Check",
"label": "Amount based on formula"
},
{
"depends_on": "amount_based_on_formula",
"fieldname": "formula",
"fieldtype": "Code",
"label": "Formula"
},
{
"depends_on": "eval:doc.amount_based_on_formula!==1",
"fieldname": "amount",
"fieldtype": "Currency",
"label": "Amount"
},
{
"fieldname": "column_break_28",
"fieldtype": "Column Break"
},
{
"fieldname": "help",
"fieldtype": "HTML",
"label": "Help",
"options": "<h3>Help</h3>\n\n<p>Notes:</p>\n\n<ol>\n<li>Use field <code>base</code> for using base salary of the Employee</li>\n<li>Use Salary Component abbreviations in conditions and formulas. <code>BS = Basic Salary</code></li>\n<li>Use field name for employee details in conditions and formulas. <code>Employment Type = employment_type</code><code>Branch = branch</code></li>\n<li>Use field name from Salary Slip in conditions and formulas. <code>Payment Days = payment_days</code><code>Leave without pay = leave_without_pay</code></li>\n<li>Direct Amount can also be entered based on Condtion. See example 3</li></ol>\n\n<h4>Examples</h4>\n<ol>\n<li>Calculating Basic Salary based on <code>base</code>\n<pre><code>Condition: base &lt; 10000</code></pre>\n<pre><code>Formula: base * .2</code></pre></li>\n<li>Calculating HRA based on Basic Salary<code>BS</code> \n<pre><code>Condition: BS &gt; 2000</code></pre>\n<pre><code>Formula: BS * .1</code></pre></li>\n<li>Calculating TDS based on Employment Type<code>employment_type</code> \n<pre><code>Condition: employment_type==\"Intern\"</code></pre>\n<pre><code>Amount: 1000</code></pre></li>\n</ol>"
},
{
"default": "0",
"fieldname": "round_to_the_nearest_integer",
"fieldtype": "Check",
"label": "Round to the Nearest Integer"
}
],
"icon": "fa fa-flag",
"modified": "2019-06-05 11:34:14.231228",
"modified_by": "Administrator",
"module": "HR",
"name": "Salary Component",
"owner": "Administrator",
"permissions": [
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "HR User",
"share": 1,
"write": 1
},
{
"read": 1,
"role": "Employee"
}
],
"sort_field": "modified",
"sort_order": "DESC"
}
"actions": [],
"allow_import": 1,
"allow_rename": 1,
"autoname": "field:salary_component",
"creation": "2016-06-30 15:42:43.631931",
"doctype": "DocType",
"document_type": "Setup",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"salary_component",
"salary_component_abbr",
"type",
"description",
"column_break_4",
"depends_on_payment_days",
"is_tax_applicable",
"deduct_full_tax_on_selected_payroll_date",
"variable_based_on_taxable_salary",
"exempted_from_income_tax",
"round_to_the_nearest_integer",
"statistical_component",
"do_not_include_in_total",
"disabled",
"flexible_benefits",
"is_flexible_benefit",
"max_benefit_amount",
"column_break_9",
"pay_against_benefit_claim",
"only_tax_impact",
"create_separate_payment_entry_against_benefit_claim",
"section_break_5",
"accounts",
"condition_and_formula",
"condition",
"amount",
"amount_based_on_formula",
"formula",
"column_break_28",
"help"
],
"fields": [
{
"fieldname": "salary_component",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Name",
"reqd": 1,
"unique": 1
},
{
"fieldname": "salary_component_abbr",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Abbr",
"print_width": "120px",
"reqd": 1,
"width": "120px"
},
{
"fieldname": "type",
"fieldtype": "Select",
"in_standard_filter": 1,
"label": "Type",
"options": "Earning\nDeduction",
"reqd": 1
},
{
"default": "1",
"depends_on": "eval:doc.type == \"Earning\"",
"fieldname": "is_tax_applicable",
"fieldtype": "Check",
"label": "Is Tax Applicable"
},
{
"default": "1",
"fieldname": "depends_on_payment_days",
"fieldtype": "Check",
"label": "Depends on Payment Days",
"print_hide": 1
},
{
"default": "0",
"fieldname": "do_not_include_in_total",
"fieldtype": "Check",
"label": "Do Not Include in Total"
},
{
"default": "0",
"depends_on": "eval:doc.is_tax_applicable && doc.type=='Earning'",
"fieldname": "deduct_full_tax_on_selected_payroll_date",
"fieldtype": "Check",
"label": "Deduct Full Tax on Selected Payroll Date"
},
{
"fieldname": "column_break_4",
"fieldtype": "Column Break"
},
{
"default": "0",
"fieldname": "disabled",
"fieldtype": "Check",
"label": "Disabled"
},
{
"fieldname": "description",
"fieldtype": "Small Text",
"in_list_view": 1,
"label": "Description"
},
{
"default": "0",
"description": "If selected, the value specified or calculated in this component will not contribute to the earnings or deductions. However, it's value can be referenced by other components that can be added or deducted. ",
"fieldname": "statistical_component",
"fieldtype": "Check",
"label": "Statistical Component"
},
{
"depends_on": "eval:doc.type==\"Earning\" && doc.statistical_component!=1",
"fieldname": "flexible_benefits",
"fieldtype": "Section Break",
"label": "Flexible Benefits"
},
{
"default": "0",
"fieldname": "is_flexible_benefit",
"fieldtype": "Check",
"label": "Is Flexible Benefit"
},
{
"depends_on": "is_flexible_benefit",
"fieldname": "max_benefit_amount",
"fieldtype": "Currency",
"label": "Max Benefit Amount (Yearly)"
},
{
"fieldname": "column_break_9",
"fieldtype": "Column Break"
},
{
"default": "0",
"depends_on": "is_flexible_benefit",
"fieldname": "pay_against_benefit_claim",
"fieldtype": "Check",
"label": "Pay Against Benefit Claim"
},
{
"default": "0",
"depends_on": "eval:doc.is_flexible_benefit == 1 & doc.create_separate_payment_entry_against_benefit_claim !=1",
"fieldname": "only_tax_impact",
"fieldtype": "Check",
"label": "Only Tax Impact (Cannot Claim But Part of Taxable Income)"
},
{
"default": "0",
"depends_on": "eval:doc.is_flexible_benefit == 1 & doc.only_tax_impact !=1",
"fieldname": "create_separate_payment_entry_against_benefit_claim",
"fieldtype": "Check",
"label": "Create Separate Payment Entry Against Benefit Claim"
},
{
"default": "0",
"depends_on": "eval:doc.type == \"Deduction\"",
"fieldname": "variable_based_on_taxable_salary",
"fieldtype": "Check",
"label": "Variable Based On Taxable Salary"
},
{
"depends_on": "eval:doc.statistical_component != 1",
"fieldname": "section_break_5",
"fieldtype": "Section Break",
"label": "Accounts"
},
{
"fieldname": "accounts",
"fieldtype": "Table",
"label": "Accounts",
"options": "Salary Component Account"
},
{
"collapsible": 1,
"depends_on": "eval:doc.is_flexible_benefit != 1 && doc.variable_based_on_taxable_salary != 1",
"fieldname": "condition_and_formula",
"fieldtype": "Section Break",
"label": "Condition and Formula"
},
{
"fieldname": "condition",
"fieldtype": "Code",
"label": "Condition"
},
{
"default": "0",
"fieldname": "amount_based_on_formula",
"fieldtype": "Check",
"label": "Amount based on formula"
},
{
"depends_on": "amount_based_on_formula",
"fieldname": "formula",
"fieldtype": "Code",
"label": "Formula"
},
{
"depends_on": "eval:doc.amount_based_on_formula!==1",
"fieldname": "amount",
"fieldtype": "Currency",
"label": "Amount"
},
{
"fieldname": "column_break_28",
"fieldtype": "Column Break"
},
{
"fieldname": "help",
"fieldtype": "HTML",
"label": "Help",
"options": "<h3>Help</h3>\n\n<p>Notes:</p>\n\n<ol>\n<li>Use field <code>base</code> for using base salary of the Employee</li>\n<li>Use Salary Component abbreviations in conditions and formulas. <code>BS = Basic Salary</code></li>\n<li>Use field name for employee details in conditions and formulas. <code>Employment Type = employment_type</code><code>Branch = branch</code></li>\n<li>Use field name from Salary Slip in conditions and formulas. <code>Payment Days = payment_days</code><code>Leave without pay = leave_without_pay</code></li>\n<li>Direct Amount can also be entered based on Condtion. See example 3</li></ol>\n\n<h4>Examples</h4>\n<ol>\n<li>Calculating Basic Salary based on <code>base</code>\n<pre><code>Condition: base &lt; 10000</code></pre>\n<pre><code>Formula: base * .2</code></pre></li>\n<li>Calculating HRA based on Basic Salary<code>BS</code> \n<pre><code>Condition: BS &gt; 2000</code></pre>\n<pre><code>Formula: BS * .1</code></pre></li>\n<li>Calculating TDS based on Employment Type<code>employment_type</code> \n<pre><code>Condition: employment_type==\"Intern\"</code></pre>\n<pre><code>Amount: 1000</code></pre></li>\n</ol>"
},
{
"default": "0",
"fieldname": "round_to_the_nearest_integer",
"fieldtype": "Check",
"label": "Round to the Nearest Integer"
},
{
"default": "0",
"depends_on": "eval:doc.type == \"Deduction\" && !doc.variable_based_on_taxable_salary",
"description": "If checked, the full amount will be deducted from taxable income before calculating income tax. Otherwise, it can be exempted via Employee Tax Exemption Declaration.",
"fieldname": "exempted_from_income_tax",
"fieldtype": "Check",
"label": "Exempted from Income Tax"
}
],
"icon": "fa fa-flag",
"links": [],
"modified": "2020-04-24 14:50:28.994054",
"modified_by": "Administrator",
"module": "HR",
"name": "Salary Component",
"owner": "Administrator",
"permissions": [
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "HR User",
"share": 1,
"write": 1
},
{
"read": 1,
"role": "Employee"
}
],
"sort_field": "modified",
"sort_order": "DESC"
}

4
erpnext/hr/doctype/salary_component/test_records.json
View File

@ -3,14 +3,12 @@
"doctype": "Salary Component",
"salary_component": "_Test Basic Salary",
"type": "Earning",
"is_payable": 1,
"is_tax_applicable": 1
},
{
"doctype": "Salary Component",
"salary_component": "_Test Allowance",
"type": "Earning",
"is_payable": 1,
"is_tax_applicable": 1
},
{
@ -27,14 +25,12 @@
"doctype": "Salary Component",
"salary_component": "Basic",
"type": "Earning",
"is_payable": 1,
"is_tax_applicable": 1
},
{
"doctype": "Salary Component",
"salary_component": "Leave Encashment",
"type": "Earning",
"is_payable": 1,
"is_tax_applicable": 1
}
]

1
erpnext/hr/doctype/salary_component/test_salary_component.py
View File

@ -18,6 +18,5 @@ def create_salary_component(component_name, **args):
"doctype": "Salary Component",
"salary_component": component_name,
"type": args.get("type") or "Earning",
"is_payable": args.get("is_payable") or 1,
"is_tax_applicable": args.get("is_tax_applicable") or 1
}).insert()

15
erpnext/hr/doctype/salary_detail/salary_detail.json
View File

@ -12,6 +12,7 @@
"deduct_full_tax_on_selected_payroll_date",
"depends_on_payment_days",
"is_tax_applicable",
"exempted_from_income_tax",
"is_flexible_benefit",
"variable_based_on_taxable_salary",
"section_break_2",
@ -62,6 +63,7 @@
},
{
"default": "0",
"depends_on": "eval:doc.parentfield=='earnings'",
"fetch_from": "salary_component.is_tax_applicable",
"fieldname": "is_tax_applicable",
"fieldtype": "Check",
@ -71,6 +73,7 @@
},
{
"default": "0",
"depends_on": "eval:doc.parentfield=='earnings'",
"fetch_from": "salary_component.is_flexible_benefit",
"fieldname": "is_flexible_benefit",
"fieldtype": "Check",
@ -80,6 +83,7 @@
},
{
"default": "0",
"depends_on": "eval:doc.parentfield=='deductions'",
"fetch_from": "salary_component.variable_based_on_taxable_salary",
"fieldname": "variable_based_on_taxable_salary",
"fieldtype": "Check",
@ -187,11 +191,20 @@
"fieldtype": "HTML",
"label": "Condition and Formula Help",
"options": "<h3>Condition and Formula Help</h3>\n\n<p>Notes:</p>\n\n<ol>\n<li>Use field <code>base</code> for using base salary of the Employee</li>\n<li>Use Salary Component abbreviations in conditions and formulas. <code>BS = Basic Salary</code></li>\n<li>Use field name for employee details in conditions and formulas. <code>Employment Type = employment_type</code><code>Branch = branch</code></li>\n<li>Use field name from Salary Slip in conditions and formulas. <code>Payment Days = payment_days</code><code>Leave without pay = leave_without_pay</code></li>\n<li>Direct Amount can also be entered based on Condtion. See example 3</li></ol>\n\n<h4>Examples</h4>\n<ol>\n<li>Calculating Basic Salary based on <code>base</code>\n<pre><code>Condition: base &lt; 10000</code></pre>\n<pre><code>Formula: base * .2</code></pre></li>\n<li>Calculating HRA based on Basic Salary<code>BS</code> \n<pre><code>Condition: BS &gt; 2000</code></pre>\n<pre><code>Formula: BS * .1</code></pre></li>\n<li>Calculating TDS based on Employment Type<code>employment_type</code> \n<pre><code>Condition: employment_type==\"Intern\"</code></pre>\n<pre><code>Amount: 1000</code></pre></li>\n</ol>"
},
{
"default": "0",
"depends_on": "eval:doc.parentfield=='deductions'",
"fetch_from": "salary_component.exempted_from_income_tax",
"fieldname": "exempted_from_income_tax",
"fieldtype": "Check",
"label": "Exempted from Income Tax",
"read_only": 1
}
],
"istable": 1,
"links": [],
"modified": "2019-12-31 17:15:25.646689",
"modified": "2020-04-24 20:00:16.475295",
"modified_by": "Administrator",
"module": "HR",
"name": "Salary Detail",

142
erpnext/hr/doctype/salary_slip/salary_slip.py
View File

@ -451,7 +451,8 @@ class SalarySlip(TransactionBase):
'is_flexible_benefit': struct_row.is_flexible_benefit,
'variable_based_on_taxable_salary': struct_row.variable_based_on_taxable_salary,
'deduct_full_tax_on_selected_payroll_date': struct_row.deduct_full_tax_on_selected_payroll_date,
'additional_amount': amount if struct_row.get("is_additional_component") else 0
'additional_amount': amount if struct_row.get("is_additional_component") else 0,
'exempted_from_income_tax': struct_row.exempted_from_income_tax
})
else:
if struct_row.get("is_additional_component"):
@ -482,10 +483,12 @@ class SalarySlip(TransactionBase):
return self.calculate_variable_tax(payroll_period, tax_component)
def calculate_variable_tax(self, payroll_period, tax_component):
# get Tax slab from salary structure assignment for the employee and payroll period
tax_slab = self.get_income_tax_slabs(payroll_period)
# get remaining numbers of sub-period (period for which one salary is processed)
remaining_sub_periods = get_period_factor(self.employee,
self.start_date, self.end_date, self.payroll_frequency, payroll_period)[1]
# get taxable_earnings, paid_taxes for previous period
previous_taxable_earnings = self.get_taxable_earnings_for_prev_period(payroll_period.start_date, self.start_date)
previous_total_paid_taxes = self.get_tax_paid_in_period(payroll_period.start_date, self.start_date, tax_component)
@ -507,23 +510,27 @@ class SalarySlip(TransactionBase):
unclaimed_taxable_benefits += current_taxable_earnings_for_payment_days.flexi_benefits
# Total exemption amount based on tax exemption declaration
total_exemption_amount, other_incomes = self.get_total_exemption_amount_and_other_incomes(payroll_period)
total_exemption_amount = self.get_total_exemption_amount(payroll_period, tax_slab)
#Employee Other Incomes
other_incomes = self.get_income_form_other_sources(payroll_period) or 0.0
# Total taxable earnings including additional and other incomes
total_taxable_earnings = previous_taxable_earnings + current_structured_taxable_earnings + future_structured_taxable_earnings \
+ current_additional_earnings + other_incomes + unclaimed_taxable_benefits - total_exemption_amount
# Total taxable earnings without additional earnings with full tax
total_taxable_earnings_without_full_tax_addl_components = total_taxable_earnings - current_additional_earnings_with_full_tax
# Structured tax amount
total_structured_tax_amount = self.calculate_tax_by_tax_slab(payroll_period, total_taxable_earnings_without_full_tax_addl_components)
total_structured_tax_amount = self.calculate_tax_by_tax_slab(
total_taxable_earnings_without_full_tax_addl_components, tax_slab)
current_structured_tax_amount = (total_structured_tax_amount - previous_total_paid_taxes) / remaining_sub_periods
# Total taxable earnings with additional earnings with full tax
full_tax_on_additional_earnings = 0.0
if current_additional_earnings_with_full_tax:
total_tax_amount = self.calculate_tax_by_tax_slab(payroll_period, total_taxable_earnings)
total_tax_amount = self.calculate_tax_by_tax_slab(total_taxable_earnings, tax_slab)
full_tax_on_additional_earnings = total_tax_amount - total_structured_tax_amount
current_tax_amount = current_structured_tax_amount + full_tax_on_additional_earnings
@ -532,12 +539,30 @@ class SalarySlip(TransactionBase):
return current_tax_amount
def get_income_tax_slabs(self, payroll_period):
income_tax_slab, ss_assignment_name = frappe.db.get_value("Salary Structure Assignment",
{"employee": self.employee, "salary_structure": self.salary_structure, "docstatus": 1}, ["income_tax_slab", 'name'])
if not income_tax_slab:
frappe.throw(_("Income Tax Slab not set in Salary Structure Assignment: {0}").format(ss_assignment_name))
income_tax_slab_doc = frappe.get_doc("Income Tax Slab", income_tax_slab)
if income_tax_slab_doc.disabled:
frappe.throw(_("Income Tax Slab: {0} is disabled").format(income_tax_slab))
if getdate(income_tax_slab_doc.effective_from) > getdate(payroll_period.start_date):
frappe.throw(_("Income Tax Slab must be effective on or before Payroll Period Start Date: {0}")
.format(payroll_period.start_date))
return income_tax_slab_doc
def get_taxable_earnings_for_prev_period(self, start_date, end_date):
taxable_earnings = frappe.db.sql("""
select sum(sd.amount)
from
`tabSalary Detail` sd join `tabSalary Slip` ss on sd.parent=ss.name
where
where
sd.parentfield='earnings'
and sd.is_tax_applicable=1
and is_flexible_benefit=0
@ -550,7 +575,28 @@ class SalarySlip(TransactionBase):
"from_date": start_date,
"to_date": end_date
})
return flt(taxable_earnings[0][0]) if taxable_earnings else 0
taxable_earnings = flt(taxable_earnings[0][0]) if taxable_earnings else 0
exempted_amount = frappe.db.sql("""
select sum(sd.amount)
from
`tabSalary Detail` sd join `tabSalary Slip` ss on sd.parent=ss.name
where
sd.parentfield='deductions'
and sd.exempted_from_income_tax=1
and is_flexible_benefit=0
and ss.docstatus=1
and ss.employee=%(employee)s
and ss.start_date between %(from_date)s and %(to_date)s
and ss.end_date between %(from_date)s and %(to_date)s
""", {
"employee": self.employee,
"from_date": start_date,
"to_date": end_date
})
exempted_amount = flt(exempted_amount[0][0]) if exempted_amount else 0
return taxable_earnings - exempted_amount
def get_tax_paid_in_period(self, start_date, end_date, tax_component):
# find total_tax_paid, tax paid for benefit, additional_salary
@ -610,6 +656,13 @@ class SalarySlip(TransactionBase):
else:
taxable_earnings += amount
for ded in self.deductions:
if ded.exempted_from_income_tax:
amount = ded.amount
if based_on_payment_days:
amount = self.get_amount_based_on_payment_days(ded, joining_date, relieving_date)[0]
taxable_earnings -= flt(amount)
return frappe._dict({
"taxable_earnings": taxable_earnings,
"additional_income": additional_income,
@ -672,40 +725,63 @@ class SalarySlip(TransactionBase):
return total_benefits_paid - total_benefits_claimed
def get_total_exemption_amount_and_other_incomes(self, payroll_period):
total_exemption_amount, other_incomes = 0, 0
if self.deduct_tax_for_unsubmitted_tax_exemption_proof:
exemption_proof = frappe.db.get_value("Employee Tax Exemption Proof Submission",
{"employee": self.employee, "payroll_period": payroll_period.name, "docstatus": 1},
["exemption_amount", "income_from_other_sources"])
if exemption_proof:
total_exemption_amount, other_incomes = exemption_proof
else:
declaration = frappe.db.get_value("Employee Tax Exemption Declaration",
{"employee": self.employee, "payroll_period": payroll_period.name, "docstatus": 1},
["total_exemption_amount", "income_from_other_sources"])
if declaration:
total_exemption_amount, other_incomes = declaration
def get_total_exemption_amount(self, payroll_period, tax_slab):
total_exemption_amount = 0
if tax_slab.allow_tax_exemption:
if self.deduct_tax_for_unsubmitted_tax_exemption_proof:
exemption_proof = frappe.db.get_value("Employee Tax Exemption Proof Submission",
{"employee": self.employee, "payroll_period": payroll_period.name, "docstatus": 1},
["exemption_amount"])
if exemption_proof:
total_exemption_amount = exemption_proof
else:
declaration = frappe.db.get_value("Employee Tax Exemption Declaration",
{"employee": self.employee, "payroll_period": payroll_period.name, "docstatus": 1},
["total_exemption_amount"])
if declaration:
total_exemption_amount = declaration
return total_exemption_amount, other_incomes
total_exemption_amount += flt(tax_slab.standard_tax_exemption_amount)
def calculate_tax_by_tax_slab(self, payroll_period, annual_taxable_earning):
payroll_period_obj = frappe.get_doc("Payroll Period", payroll_period)
annual_taxable_earning -= flt(payroll_period_obj.standard_tax_exemption_amount)
return total_exemption_amount
def get_income_form_other_sources(self, payroll_period):
return frappe.get_all("Employee Other Income",
filters={
"employee": self.employee,
"payroll_period": payroll_period.name,
"company": self.company,
"docstatus": 1
},
fields="SUM(amount) as total_amount"
)[0].total_amount
def calculate_tax_by_tax_slab(self, annual_taxable_earning, tax_slab):
data = self.get_data_for_eval()
data.update({"annual_taxable_earning": annual_taxable_earning})
taxable_amount = 0
for slab in payroll_period_obj.taxable_salary_slabs:
tax_amount = 0
for slab in tax_slab.slabs:
if slab.condition and not self.eval_tax_slab_condition(slab.condition, data):
continue
if not slab.to_amount and annual_taxable_earning > slab.from_amount:
taxable_amount += (annual_taxable_earning - slab.from_amount) * slab.percent_deduction *.01
tax_amount += (annual_taxable_earning - slab.from_amount) * slab.percent_deduction *.01
continue
if annual_taxable_earning > slab.from_amount and annual_taxable_earning < slab.to_amount:
taxable_amount += (annual_taxable_earning - slab.from_amount) * slab.percent_deduction *.01
tax_amount += (annual_taxable_earning - slab.from_amount) * slab.percent_deduction *.01
elif annual_taxable_earning > slab.from_amount and annual_taxable_earning > slab.to_amount:
taxable_amount += (slab.to_amount - slab.from_amount) * slab.percent_deduction * .01
return taxable_amount
tax_amount += (slab.to_amount - slab.from_amount) * slab.percent_deduction * .01
# other taxes and charges on income tax
for d in tax_slab.other_taxes_and_charges:
if flt(d.min_taxable_income) and flt(d.min_taxable_income) > tax_amount:
continue
if flt(d.max_taxable_income) and flt(d.max_taxable_income) < tax_amount:
continue
tax_amount += tax_amount * flt(d.percent) / 100
return tax_amount
def eval_tax_slab_condition(self, condition, data):
try:

76
erpnext/hr/doctype/salary_slip/test_salary_slip.py
View File

@ -47,10 +47,7 @@ class TestSalarySlip(unittest.TestCase):
self.assertEqual(ss.payment_days, no_of_days[0])
self.assertEqual(ss.earnings[0].amount, 50000)
self.assertEqual(ss.earnings[1].amount, 3000)
self.assertEqual(ss.deductions[0].amount, 5000)
self.assertEqual(ss.deductions[1].amount, 5000)
self.assertEqual(ss.gross_pay, 78000)
self.assertEqual(ss.net_pay, 68000.0)
def test_salary_slip_with_holidays_excluded(self):
no_of_days = self.get_no_of_days()
@ -67,10 +64,7 @@ class TestSalarySlip(unittest.TestCase):
self.assertEqual(ss.earnings[0].amount, 50000)
self.assertEqual(ss.earnings[0].default_amount, 50000)
self.assertEqual(ss.earnings[1].amount, 3000)
self.assertEqual(ss.deductions[0].amount, 5000)
self.assertEqual(ss.deductions[1].amount, 5000)
self.assertEqual(ss.gross_pay, 78000)
self.assertEqual(ss.net_pay, 68000.0)
def test_payment_days(self):
no_of_days = self.get_no_of_days()
@ -80,8 +74,8 @@ class TestSalarySlip(unittest.TestCase):
# set joinng date in the same month
make_employee("test_employee@salary.com")
if getdate(nowdate()).day >= 15:
date_of_joining = getdate(add_days(nowdate(),-10))
relieving_date = getdate(add_days(nowdate(),-10))
date_of_joining = getdate(add_days(nowdate(),-10))
elif getdate(nowdate()).day < 15 and getdate(nowdate()).day >= 5:
date_of_joining = getdate(add_days(nowdate(),-3))
relieving_date = getdate(add_days(nowdate(),-3))
@ -131,9 +125,7 @@ class TestSalarySlip(unittest.TestCase):
def test_email_salary_slip(self):
frappe.db.sql("delete from `tabEmail Queue`")
hr_settings = frappe.get_doc("HR Settings", "HR Settings")
hr_settings.email_salary_slip_to_employee = 1
hr_settings.save()
frappe.db.set_value("HR Settings", None, "email_salary_slip_to_employee", 1)
make_employee("test_employee@salary.com")
ss = make_employee_salary_slip("test_employee@salary.com", "Monthly")
@ -203,8 +195,11 @@ class TestSalarySlip(unittest.TestCase):
# as per assigned salary structure 40500 in monthly salary so 236000*5/100/12
frappe.db.sql("""delete from `tabPayroll Period`""")
frappe.db.sql("""delete from `tabSalary Component`""")
payroll_period = create_payroll_period()
create_tax_slab(payroll_period)
create_tax_slab(payroll_period, allow_tax_exemption=True)
employee = make_employee("test_tax@salary.slip")
delete_docs = [
"Salary Slip",
@ -230,8 +225,7 @@ class TestSalarySlip(unittest.TestCase):
payroll_period, deduct_random=False)
tax_paid = get_tax_paid_in_period(employee)
# total taxable income 586000, 250000 @ 5%, 86000 @ 20% ie. 12500 + 17200
annual_tax = 113568
annual_tax = 113589.0
try:
self.assertEqual(tax_paid, annual_tax)
except AssertionError:
@ -255,8 +249,7 @@ class TestSalarySlip(unittest.TestCase):
raise
# Submit proof for total 120000
data["proof-1"] = create_proof_submission(employee, payroll_period, 50000)
data["proof-2"] = create_proof_submission(employee, payroll_period, 70000)
data["proof"] = create_proof_submission(employee, payroll_period, 120000)
# Submit benefit claim for total 50000
data["benefit-1"] = create_benefit_claim(employee, payroll_period, 15000, "Medical Allowance")
@ -270,7 +263,7 @@ class TestSalarySlip(unittest.TestCase):
# total taxable income 416000, 166000 @ 5% ie. 8300
try:
self.assertEqual(tax_paid, 88608)
self.assertEqual(tax_paid, 82389.0)
except AssertionError:
print("\nSalary Slip - Tax calculation failed on following case\n", data, "\n")
raise
@ -285,7 +278,7 @@ class TestSalarySlip(unittest.TestCase):
# total taxable income 566000, 250000 @ 5%, 66000 @ 20%, 12500 + 13200
tax_paid = get_tax_paid_in_period(employee)
try:
self.assertEqual(tax_paid, 121211)
self.assertEqual(tax_paid, annual_tax)
except AssertionError:
print("\nSalary Slip - Tax calculation failed on following case\n", data, "\n")
raise
@ -327,6 +320,7 @@ def make_employee_salary_slip(user, payroll_frequency, salary_structure=None):
from erpnext.hr.doctype.salary_structure.test_salary_structure import make_salary_structure
if not salary_structure:
salary_structure = payroll_frequency + " Salary Structure Test for Salary Slip"
employee = frappe.db.get_value("Employee", {"user_id": user})
salary_structure_doc = make_salary_structure(salary_structure, payroll_frequency, employee)
salary_slip = frappe.db.get_value("Salary Slip", {"employee": frappe.db.get_value("Employee", {"user_id": user})})
@ -456,17 +450,15 @@ def make_deduction_salary_component(setup=False, test_tax=False, company_list=No
{
"salary_component": 'Professional Tax',
"abbr":'PT',
"condition": 'base > 10000',
"formula": 'base*.1',
"type": "Deduction",
"amount_based_on_formula": 1
"amount": 200,
"exempted_from_income_tax": 1
},
{
"salary_component": 'TDS',
"abbr":'T',
"formula": 'base*.1',
"type": "Deduction",
"amount_based_on_formula": 1,
"depends_on_payment_days": 0,
"variable_based_on_taxable_salary": 1,
"round_to_the_nearest_integer": 1
@ -477,9 +469,7 @@ def make_deduction_salary_component(setup=False, test_tax=False, company_list=No
"salary_component": 'TDS',
"abbr":'T',
"condition": 'employment_type=="Intern"',
"formula": 'base*.1',
"type": "Deduction",
"amount_based_on_formula": 1,
"round_to_the_nearest_integer": 1
})
if setup or test_tax:
@ -535,29 +525,47 @@ def create_benefit_claim(employee, payroll_period, amount, component):
}).submit()
return claim_date
def create_tax_slab(payroll_period):
data = [
def create_tax_slab(payroll_period, effective_date = None, allow_tax_exemption = False, dont_submit = False):
if frappe.db.exists("Income Tax Slab", "Tax Slab: " + payroll_period.name):
return
slabs = [
{
"from_amount": 250000,
"to_amount": 500000,
"percent_deduction": 5.2,
"percent_deduction": 5,
"condition": "annual_taxable_earning > 500000"
},
{
"from_amount": 500001,
"to_amount": 1000000,
"percent_deduction": 20.8
"percent_deduction": 20
},
{
"from_amount": 1000001,
"percent_deduction": 31.2
"percent_deduction": 30
}
]
payroll_period.taxable_salary_slabs = []
for item in data:
payroll_period.append("taxable_salary_slabs", item)
payroll_period.standard_tax_exemption_amount = 52500
payroll_period.save()
income_tax_slab = frappe.new_doc("Income Tax Slab")
income_tax_slab.name = "Tax Slab: " + payroll_period.name
income_tax_slab.effective_from = effective_date or add_days(payroll_period.start_date, -2)
if allow_tax_exemption:
income_tax_slab.allow_tax_exemption = 1
income_tax_slab.standard_tax_exemption_amount = 50000
for item in slabs:
income_tax_slab.append("slabs", item)
income_tax_slab.append("other_taxes_and_charges", {
"description": "cess",
"percent": 4
})
income_tax_slab.save()
if not dont_submit:
income_tax_slab.submit()
def create_salary_slips_for_payroll_period(employee, salary_structure, payroll_period, deduct_random=True):
deducted_dates = []

1
erpnext/hr/doctype/salary_structure/salary_structure.js
View File

@ -82,6 +82,7 @@ frappe.ui.form.on('Salary Structure', {
{fieldname:"employee", fieldtype: "Link", options: "Employee", label: __("Employee")},
{fieldname:'base_variable', fieldtype:'Section Break'},
{fieldname:'from_date', fieldtype:'Date', label: __('From Date'), "reqd": 1},
{fieldname:'income_tax_slab', fieldtype:'Link', label: __('Income Tax Slab'), options: 'Income Tax Slab'},
{fieldname:'base_col_br', fieldtype:'Column Break'},
{fieldname:'base', fieldtype:'Currency', label: __('Base')},
{fieldname:'variable', fieldtype:'Currency', label: __('Variable')}

23
erpnext/hr/doctype/salary_structure/salary_structure.py
View File

@ -16,6 +16,7 @@ class SalaryStructure(Document):
self.validate_amount()
self.strip_condition_and_formula_fields()
self.validate_max_benefits_with_flexi()
self.validate_component_based_on_tax_slab()
def set_missing_values(self):
overwritten_fields = ["depends_on_payment_days", "variable_based_on_taxable_salary", "is_tax_applicable", "is_flexible_benefit"]
@ -34,6 +35,12 @@ class SalaryStructure(Document):
for fieldname in overwritten_fields_if_missing:
d.set(fieldname, component_default_value.get(fieldname))
def validate_component_based_on_tax_slab(self):
for row in self.deductions:
if row.variable_based_on_taxable_salary and (row.amount or row.formula):
frappe.throw(_("Row #{0}: Cannot set amount or formula for Salary Component {1} with Variable Based On Taxable Salary")
.format(row.idx, row.salary_component))
def validate_amount(self):
if flt(self.net_pay) < 0 and self.salary_slip_based_on_timesheet:
frappe.throw(_("Net pay cannot be negative"))
@ -82,21 +89,23 @@ class SalaryStructure(Document):
@frappe.whitelist()
def assign_salary_structure(self, company=None, grade=None, department=None, designation=None,employee=None,
from_date=None, base=None,variable=None):
from_date=None, base=None, variable=None, income_tax_slab=None):
employees = self.get_employees(company= company, grade= grade,department= department,designation= designation,name=employee)
if employees:
if len(employees) > 20:
frappe.enqueue(assign_salary_structure_for_employees, timeout=600,
employees=employees, salary_structure=self,from_date=from_date, base=base,variable=variable)
employees=employees, salary_structure=self,from_date=from_date,
base=base, variable=variable, income_tax_slab=income_tax_slab)
else:
assign_salary_structure_for_employees(employees, self, from_date=from_date, base=base,variable=variable)
assign_salary_structure_for_employees(employees, self, from_date=from_date,
base=base, variable=variable, income_tax_slab=income_tax_slab)
else:
frappe.msgprint(_("No Employee Found"))
def assign_salary_structure_for_employees(employees, salary_structure, from_date=None, base=None,variable=None):
def assign_salary_structure_for_employees(employees, salary_structure, from_date=None, base=None, variable=None, income_tax_slab=None):
salary_structures_assignments = []
existing_assignments_for = get_existing_assignments(employees, salary_structure, from_date)
count=0
@ -105,7 +114,8 @@ def assign_salary_structure_for_employees(employees, salary_structure, from_date
continue
count +=1
salary_structures_assignment = create_salary_structures_assignment(employee, salary_structure, from_date, base, variable)
salary_structures_assignment = create_salary_structures_assignment(employee,
salary_structure, from_date, base, variable, income_tax_slab)
salary_structures_assignments.append(salary_structures_assignment)
frappe.publish_progress(count*100/len(set(employees) - set(existing_assignments_for)), title = _("Assigning Structures..."))
@ -113,7 +123,7 @@ def assign_salary_structure_for_employees(employees, salary_structure, from_date
frappe.msgprint(_("Structures have been assigned successfully"))
def create_salary_structures_assignment(employee, salary_structure, from_date, base, variable):
def create_salary_structures_assignment(employee, salary_structure, from_date, base, variable, income_tax_slab=None):
assignment = frappe.new_doc("Salary Structure Assignment")
assignment.employee = employee
assignment.salary_structure = salary_structure.name
@ -121,6 +131,7 @@ def create_salary_structures_assignment(employee, salary_structure, from_date, b
assignment.from_date = from_date
assignment.base = base
assignment.variable = variable
assignment.income_tax_slab = income_tax_slab
assignment.save(ignore_permissions = True)
assignment.submit()
return assignment.name

20
erpnext/hr/doctype/salary_structure/test_salary_structure.py
View File

@ -9,8 +9,9 @@ from frappe.utils.make_random import get_random
from frappe.utils import nowdate, add_days, add_years, getdate, add_months
from erpnext.hr.doctype.salary_structure.salary_structure import make_salary_slip
from erpnext.hr.doctype.salary_slip.test_salary_slip import make_earning_salary_component,\
make_deduction_salary_component, make_employee_salary_slip
make_deduction_salary_component, make_employee_salary_slip, create_tax_slab
from erpnext.hr.doctype.employee.test_employee import make_employee
from erpnext.hr.doctype.employee_tax_exemption_declaration.test_employee_tax_exemption_declaration import create_payroll_period
test_dependencies = ["Fiscal Year"]
@ -70,10 +71,8 @@ class TestSalaryStructure(unittest.TestCase):
self.assertEqual(sal_slip.get("earnings")[1].amount, 3000)
self.assertEqual(sal_slip.get("earnings")[2].amount, 25000)
self.assertEqual(sal_slip.get("gross_pay"), 78000)
self.assertEqual(sal_slip.get("deductions")[0].amount, 5000)
self.assertEqual(sal_slip.get("deductions")[1].amount, 5000)
self.assertEqual(sal_slip.get("total_deduction"), 10000)
self.assertEqual(sal_slip.get("net_pay"), 68000)
self.assertEqual(sal_slip.get("deductions")[0].amount, 200)
self.assertEqual(sal_slip.get("net_pay"), 78000 - sal_slip.get("total_deduction"))
def test_whitespaces_in_formula_conditions_fields(self):
salary_structure = make_salary_structure("Salary Structure Sample", "Monthly", dont_submit=True)
@ -112,6 +111,7 @@ def make_salary_structure(salary_structure, payroll_frequency, employee=None, do
test_tax=False, company=None):
if test_tax:
frappe.db.sql("""delete from `tabSalary Structure` where name=%s""",(salary_structure))
if not frappe.db.exists('Salary Structure', salary_structure):
details = {
"doctype": "Salary Structure",
@ -124,7 +124,8 @@ def make_salary_structure(salary_structure, payroll_frequency, employee=None, do
}
if other_details and isinstance(other_details, dict):
details.update(other_details)
salary_structure_doc = frappe.get_doc(details).insert()
salary_structure_doc = frappe.get_doc(details)
salary_structure_doc.insert()
if not dont_submit:
salary_structure_doc.submit()
else:
@ -139,13 +140,18 @@ def make_salary_structure(salary_structure, payroll_frequency, employee=None, do
def create_salary_structure_assignment(employee, salary_structure, from_date=None, company=None):
if frappe.db.exists("Salary Structure Assignment", {"employee": employee}):
frappe.db.sql("""delete from `tabSalary Structure Assignment` where employee=%s""",(employee))
payroll_period = create_payroll_period()
create_tax_slab(payroll_period, allow_tax_exemption=True)
salary_structure_assignment = frappe.new_doc("Salary Structure Assignment")
salary_structure_assignment.employee = employee
salary_structure_assignment.base = 50000
salary_structure_assignment.variable = 5000
salary_structure_assignment.from_date = from_date or add_months(nowdate(), -1)
salary_structure_assignment.from_date = from_date or add_days(nowdate(), -1)
salary_structure_assignment.salary_structure = salary_structure
salary_structure_assignment.company = company or erpnext.get_default_company()
salary_structure_assignment.save(ignore_permissions=True)
salary_structure_assignment.income_tax_slab = "Tax Slab: _Test Payroll Period"
salary_structure_assignment.submit()
return salary_structure_assignment

10
erpnext/hr/doctype/salary_structure_assignment/salary_structure_assignment.js
View File

@ -20,6 +20,16 @@ frappe.ui.form.on('Salary Structure Assignment', {
}
}
});
frm.set_query("income_tax_slab", function() {
return {
filters: {
company: frm.doc.company,
docstatus: 1,
disabled: 0
}
}
});
},
employee: function(frm) {
if(frm.doc.employee){

13
erpnext/hr/doctype/salary_structure_assignment/salary_structure_assignment.json
View File

@ -10,11 +10,12 @@
"employee",
"employee_name",
"department",
"designation",
"company",
"column_break_6",
"designation",
"salary_structure",
"from_date",
"company",
"income_tax_slab",
"section_break_7",
"base",
"column_break_9",
@ -113,11 +114,17 @@
"options": "Salary Structure Assignment",
"print_hide": 1,
"read_only": 1
},
{
"fieldname": "income_tax_slab",
"fieldtype": "Link",
"label": "Income Tax Slab",
"options": "Income Tax Slab"
}
],
"is_submittable": 1,
"links": [],
"modified": "2019-12-31 16:35:34.415099",
"modified": "2020-04-25 18:24:23.617088",
"modified_by": "Administrator",
"module": "HR",
"name": "Salary Structure Assignment",

13
erpnext/hr/utils.py
View File

@ -9,6 +9,8 @@ from frappe.model.document import Document
from frappe.desk.form import assign_to
from erpnext.hr.doctype.employee.employee import get_holiday_list_for_employee
class DuplicateDeclarationError(frappe.ValidationError): pass
class EmployeeBoardingController(Document):
'''
Create the project and the task for the boarding process
@ -226,6 +228,17 @@ def get_employee_leave_policy(employee):
else:
frappe.throw(_("Please set leave policy for employee {0} in Employee / Grade record").format(employee))
def validate_duplicate_exemption_for_payroll_period(doctype, docname, payroll_period, employee):
existing_record = frappe.db.exists(doctype, {
"payroll_period": payroll_period,
"employee": employee,
'docstatus': ['<', 2],
'name': ['!=', docname]
})
if existing_record:
frappe.throw(_("{0} already exists for employee {1} and period {2}")
.format(doctype, employee, payroll_period), DuplicateDeclarationError)
def validate_tax_declaration(declarations):
subcategories = []
for d in declarations:

3
erpnext/patches.txt
View File

@ -669,4 +669,5 @@ erpnext.patches.v12_0.set_total_batch_quantity
erpnext.patches.v12_0.rename_mws_settings_fields
erpnext.patches.v12_0.set_updated_purpose_in_pick_list
erpnext.patches.v12_0.repost_stock_ledger_entries_for_target_warehouse
erpnext.patches.v12_0.update_end_date_and_status_in_email_campaign
erpnext.patches.v12_0.update_end_date_and_status_in_email_campaign
erpnext.patches.v13_0.move_tax_slabs_from_payroll_period_to_income_tax_slab #123

3
erpnext/patches/v11_0/set_salary_component_properties.py
View File

@ -5,8 +5,7 @@ def execute():
frappe.reload_doc('hr', 'doctype', 'salary_detail')
frappe.reload_doc('hr', 'doctype', 'salary_component')
frappe.db.sql("update `tabSalary Component` set is_payable=1, is_tax_applicable=1 where type='Earning'")
frappe.db.sql("update `tabSalary Component` set is_payable=0 where type='Deduction'")
frappe.db.sql("update `tabSalary Component` set is_tax_applicable=1 where type='Earning'")
frappe.db.sql("""update `tabSalary Component` set variable_based_on_taxable_salary=1
where type='Deduction' and name in ('TDS', 'Tax Deducted at Source')""")

0
erpnext/patches/v13_0/__init__.py Normal file
View File

99
erpnext/patches/v13_0/move_tax_slabs_from_payroll_period_to_income_tax_slab.py Normal file
View File

@ -0,0 +1,99 @@
# Copyright (c) 2019, Frappe and Contributors
# License: GNU General Public License v3. See license.txt
from __future__ import unicode_literals
import frappe
from frappe.model.utils.rename_field import rename_field
def execute():
if not frappe.db.table_exists("Payroll Period"):
return
for doctype in ("income_tax_slab", "salary_structure_assignment", "employee_other_income"):
frappe.reload_doc("hr", "doctype", doctype)
for company in frappe.get_all("Company"):
payroll_periods = frappe.db.sql("""
SELECT
name, start_date, end_date, standard_tax_exemption_amount
FROM
`tabPayroll Period`
WHERE company=%s
ORDER BY start_date DESC
""", company.name, as_dict = 1)
for i, period in enumerate(payroll_periods):
income_tax_slab = frappe.new_doc("Income Tax Slab")
income_tax_slab.name = "Tax Slab:" + period.name
if i == 0:
income_tax_slab.disabled = 0
else:
income_tax_slab.disabled = 1
income_tax_slab.effective_from = period.start_date
income_tax_slab.company = company.name
income_tax_slab.allow_tax_exemption = 1
income_tax_slab.standard_tax_exemption_amount = period.standard_tax_exemption_amount
income_tax_slab.flags.ignore_mandatory = True
income_tax_slab.submit()
frappe.db.sql(
""" UPDATE `tabTaxable Salary Slab`
SET parent = %s , parentfield = 'slabs' , parenttype = "Income Tax Slab"
WHERE parent = %s
""", (income_tax_slab.name, period.name), as_dict = 1)
if i == 0:
frappe.db.sql("""
UPDATE
`tabSalary Structure Assignment`
set
income_tax_slab = %s
where
company = %s
and from_date >= %s
and docstatus < 2
""", (income_tax_slab.name, company.name, period.start_date))
# move other incomes to separate document
migrated = []
proofs = frappe.get_all("Employee Tax Exemption Proof Submission",
filters = {'docstatus': 1},
fields =['payroll_period', 'employee', 'company', 'income_from_other_sources']
)
for proof in proofs:
if proof.income_from_other_sources:
employee_other_income = frappe.new_doc("Employee Other Income")
employee_other_income.employee = proof.employee
employee_other_income.payroll_period = proof.payroll_period
employee_other_income.company = proof.company
employee_other_income.amount = proof.income_from_other_sources
try:
employee_other_income.submit()
migrated.append([proof.employee, proof.payroll_period])
except:
pass
declerations = frappe.get_all("Employee Tax Exemption Declaration",
filters = {'docstatus': 1},
fields =['payroll_period', 'employee', 'company', 'income_from_other_sources']
)
for declaration in declerations:
if declaration.income_from_other_sources \
and [declaration.employee, declaration.payroll_period] not in migrated:
employee_other_income = frappe.new_doc("Employee Other Income")
employee_other_income.employee = declaration.employee
employee_other_income.payroll_period = declaration.payroll_period
employee_other_income.company = declaration.company
employee_other_income.amount = declaration.income_from_other_sources
try:
employee_other_income.submit()
except:
pass

18
erpnext/regional/india/setup.py
View File

@ -531,12 +531,18 @@ def make_fixtures(company=None):
def set_salary_components(docs):
docs.extend([
{'doctype': 'Salary Component', 'salary_component': 'Professional Tax', 'description': 'Professional Tax', 'type': 'Deduction'},
{'doctype': 'Salary Component', 'salary_component': 'Provident Fund', 'description': 'Provident fund', 'type': 'Deduction'},
{'doctype': 'Salary Component', 'salary_component': 'House Rent Allowance', 'description': 'House Rent Allowance', 'type': 'Earning'},
{'doctype': 'Salary Component', 'salary_component': 'Basic', 'description': 'Basic', 'type': 'Earning'},
{'doctype': 'Salary Component', 'salary_component': 'Arrear', 'description': 'Arrear', 'type': 'Earning'},
{'doctype': 'Salary Component', 'salary_component': 'Leave Encashment', 'description': 'Leave Encashment', 'type': 'Earning'}
{'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}
])
def set_tax_withholding_category(company):