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198 Commits

Author SHA1 Message Date
Anurag Mishra
ba52dd8ba6
fix: minor payroll_dashboard fixes (#22832) 
* fix: minor payroll_dashboard fixes

* Update erpnext/hr/report/monthly_attendance_sheet/monthly_attendance_sheet.js

Co-authored-by: Rucha Mahabal <ruchamahabal2@gmail.com>

Co-authored-by: Nabin Hait <nabinhait@gmail.com>
Co-authored-by: Rucha Mahabal <ruchamahabal2@gmail.com>
 2020-08-03 08:57:49 +05:30
Anurag Mishra
2a4c90302b
fix: minor recritment analytics fixes (#22830) 
Co-authored-by: Rucha Mahabal <ruchamahabal2@gmail.com>
 2020-07-31 17:59:30 +05:30
Anurag Mishra
9aa0602065
Fix: HR and Payroll Dashboard (#22771) 
* Fix: HR and Payroll Dashboard

* fix: requested changes
 2020-07-23 12:10:48 +05:30
Anurag Mishra
ce5b490f66
feat : Recruitment analytics (#21732) 
* feat: recruitment_anlytics

* fix: filters

* feat: added missing column designation

Co-authored-by: Marica <maricadsouza221197@gmail.com>
 2020-07-23 12:04:58 +05:30
Anurag Mishra
289c82243f
feat: New Payroll module (#21990) 
* feat: Moved Document to Payroll Module

* feat: Moved Reports to Payroll Module

* feat: Moved Print fromat With Patch

* feat: Moved Notifiction to Payroll Module and patches

* feat: added dashboard and desk page to Payroll

* feat: Payroll Dashboard

* feat: Module onboarding

* feat: Income tax Deductions Report

* feat: Ecs Checklist Report

* feat: Provident Fund Report

* feat: Professional Fund report and commonified Code

* feat: Total Payments Based On Payment Mode Report

* fix: refactor and added chart Total Payments Based On Payment Mode

* feat: Payroll Settings

* fix: Bank remittance Report

* feat(Payroll based on): Considered unmarked days

* feat: Added Help for condition an formula in Salary structure

* fix: requested changes

* fix: rename report Ecs checklist to salary_payments_via_ecs

* fix: renamed report report/total_payments_based_on_payment_mode

* fix: added role via setup.py for regional report

* feat: added All reports to desk page

* fix: frappe.reload doc in all patches

* fix: codacy

* fix: frappe.reload_doctype for patches

* patch: is_income_tax_component and component_type for salary component

* fix: uncommented code

* test: fixture

* fix: test

* test: test_payment_days_based_on_attendance
 2020-06-19 19:17:57 +05:30
Anurag Mishra
01bced8c67
fix Report not working on parameter Grade (#21951) 2020-05-27 12:26:54 +05:30
Anurag Mishra
752ca63fea
fix: Was showing opening on date not remaimning leave (#21899) 2020-05-26 18:01:03 +05:30
Anurag Mishra
93e15c5f5c
fix: showing Wrong balance on allocation boundary dates (#21904) 2020-05-26 18:00:37 +05:30
Anurag Mishra
a7f42f7256
fix: showing wrong record (#21884) 2020-05-25 19:23:17 +05:30
Anurag Mishra
2346353a22
fix: missing parameter (#21802) 2020-05-20 16:14:09 +05:30
Nabin Hait
9d04c06c62 fix: HR dashboard and onboarding 2020-05-20 12:05:03 +05:30
Anurag Mishra
57bfee8ea9 fix: dashboard changes 2020-05-18 13:27:15 +05:30
Anurag Mishra
36aea71fd7 fix: new dashboard and report 2020-05-13 10:47:36 +05:30
Prssanna Desai
d50502ca40
fix: fix get_employee_details query (#21623) 2020-05-06 17:36:48 +05:30
Anurag Mishra
ddcc4fa9b9
Feat: Monthly attendance sheet Enhancements and UI/UX Improvements (#21331) 
* refactor: Employee attendance sheet redesign

* feat: Added weekly off status in monthly Attendance sheet

Co-authored-by: Nabin Hait <nabinhait@gmail.com>
 2020-05-05 16:08:05 +05:30
Vishal Dhayagude
2e082affc7
fix(HR): Leave application company field made read-only and filter in Monthly attendance sheet (#20912) 
* fix(HR): Leave application company field made Readonly

* fix: in monthly report attandance employee filter based on company

* fix: minor typo

* fix: Fetch company from employee

* Update monthly_attendance_sheet.py

Co-authored-by: Nabin Hait <nabinhait@gmail.com>
 2020-05-01 18:11:43 +05:30
Deepesh Garg
0a6450115f fix: get_period_list API change fixes 2020-04-29 22:14:45 +05:30
Anurag Mishra
ded418e31d
feat: employee leave balance reports (#20754) 
* feat: Employee leave balance summary report new design

* feat: Employee leave balance report new design

* fix: leave based on multiple holiday list

Co-authored-by: Nabin Hait <nabinhait@gmail.com>
 2020-04-26 21:04:58 +05:30
Mangesh-Khairnar
99d89d6cb8
fix(HR): show correct closing leave balance (#20723) 2020-02-26 11:26:07 +05:30
Deepesh Garg
d1d0a50a70
feat: Loan management and accounting (#19035) 
* fix: Create Loan Management module

* fix: Move loan doctype for hr module to loan management

* fix: Add loan dashboard

* fix: Move loan application form hr module to loan management

* fix: Move Loan Type from hr to loan management

* fix: Move salary slip loan from hr to loan management

* fix: Create loan security pledge doctype

* fix: Create loan security type doctype

* fix: Create Loan security doctype

* fix: Add customer in loan_common.js

* fix: Import patch for loan

* fix: Add security pledging in loan doctype

* fix: Add loan application pledge doctype

* fix: Add logic for security pledgeing in loan

* fix: Add logic for security pledging in loan application

* fix: Rename Loan security doctype to Loan Security Pledge

* fix: Add doctype for loan security

* fix: Fixes in loan and loan application

* fix: Add doctypes for loan repayment

* fix: Fixes in loan and loan application

* fix: Move loan repayment report from HR module to loan management

* fix: Create doctype for loan security price

* fix: Create doctype for loan security shortfall

* fix: Make fields in Loan shortfall readonly

* fix: Make loan type submittable

* fix: Add daily job for loan security revaluation in hooks.py

* fix: Add loan management module

* fix: Doctype for loan disbursement Entry

* fix: GL entry fix for loan disbursement

* fix: Add company currency options in Loan related doctypes

* fix: Changes in Loan Doctypes

* fix: Allow miltiple loan securities in Loan Security Pledge

* fix: Add proposed pledges in Loan Application

* fix: Add test cases for loan

* fix: Interest Accrual Entry for loans

* fix: Remove loan from journal entry

* fix: Update triggers in loan_common.js

* fix: Accrual Entries for loan Interest

* fix: Proposed Pledges for loan application

* fix: Update items in loan management module

* fix: Allow multiple disbursements against a loan

* fix: Add loan security code in loan security master

* fix: Allow multiple securities in a single pledge

* fix: Spelling and label fixes

* fix: Replace date in loan security price with datetime

* fix: Add dashboard to loan master

* fix: Move Repayment Schedule from HR to Loan Management

* fix: Add back jobs for loan accrual entries

* fix: Multiple fixes in loan

* fix: Multiple fixes in loan application

* fix: Loan Reapayment for term loans

* fix: Interest Accural Entries for term loans

* fix: Changes in Loan Doctypes

* fix: Add test case for term loan repayment

* fix: Add custom button to update loan security price and trigger shortfall

* fix: Usability fixes in Loan management

* fix: Multiple usablity and doctype fixes

* fix: Muliple bug and usability fixes in loan

* fix: Test case fixes for loan repayment from Salary

* fix: Codacy fixes

* fix: Test Case fixes

* fix: Minor fix in validate_repayment_method

* fix: Test case and codacy fixes

* fix: Provide consistent naming series to loan doctypes

* fix: Loan Application fix

* fix: Loan Application Dashboard

* fix: Add doctypes to process loan interest accural and loan security price

* fix: Provision to make loan topup

* fix: Pledge and unpledge statuses and doctype for loan securit unpledge

* fix: Multiple fixes in Loan Cycle

* fix: Add missing dashboards to loan doctypes

* fix: Add Loan Manager role to loan doctypes

* fix: Loan Process fixes

* fix: Loan Security Unpledge fixes

* fix: UX, List and dashboards fixes

* fix: Minor fixes

* fix: Minor fixes

* fix: Status on additional loan security

* fix: Codacy fixes

* fix: Multiple fixes in loan

* fix: Rename Process Loan Security Price to Process Loan Security Shortfall

* fix: Loan Repayment and Closure report

* fix: Loan Security Status report and minor fixes

* fix: Multiple UX fixes

* fix: Test Case fixes and UX fixes

* fix: Currency symbol fixes in Salary Slip Loan

* fix: Make loan account details read only

* fix: Changes in loan security price updation

* fix: Sanctioned Loan Amount doctype

* fix: Updates in process loan interest accrual

* fix: Pass loan doc instead of loan name

* fix: Fixes in process loan interest accrual

* fix: Add missing semicolon

* fix: Test case

* fix: Test case

* fix: Sandbox method to get proposed pledges

* fix: Sandbox method

* fix: Nonetype fix in loan sanction limit

* fix: GL entry fixes

* fix: Update maximum loan amount on loan security pledging

* fix: Round  off loan amounts

* fix: Loan Security unpledging

* fix: Interest amount for loan closure

* fix: Due date for loan repayments

* fix: API fixes for loan disbursement method

* fix: Disable quick entry for sanctioned loan amount

* fix: Add misssing translations for validations and codecleanup

* fix: Translation fixes and code cleanup

* fix: Test Cases

* fix: Loan Interest Accrual test case
 2020-02-26 10:44:24 +05:30
Rohan Bansal
d64f92cf99 fix: show WFH in monthly attendance sheet report 2020-02-06 17:30:57 +05:30
Saqib
01c19d3b93 internal issues (#19496) 
* fix: user remark mandatory in quick entry but not in form

* fix: preview salary slip btn showing in draft and unsaved states

* minor: removed unecessay comma

* fix: department analytics report showing departments of all companies
 2019-11-06 14:41:16 +05:30
Mangesh-Khairnar
45c18b3184 fix: fetch employee department (#19433) 2019-10-31 16:00:52 +05:30
Nabin Hait
25e043766a
fix: Get leave approvers in Employee leave balance report (#19211) 2019-09-30 16:36:23 +05:30
Mangesh-Khairnar
5dcf2c669f chore: remove unlinked letter head references (#19138) 2019-09-24 09:53:06 +05:30
Mangesh-Khairnar
755020843b fix: leave balance reports (#18984) 
* fix: process allocation expiry

* fix: leave balance summary filter

* fix: opening and closing balance

* fix: check for department leave approvers

* fix: minor changes

* fix: consider leave approver in employee

* Update employee_leave_balance_summary.py
 2019-09-13 11:07:09 +05:30
Suraj Shetty
5ae40a9500
fix: Use absolute import instead of relative import 
Co-Authored-By: Mangesh-Khairnar <mkhairnar10@gmail.com>
 2019-09-08 15:16:35 +05:30
Suraj Shetty
c5588a9b93 fix: Column value and data indentation 2019-09-07 21:26:43 +05:30
Suraj Shetty
21a4f82f69 fix: Re-arrange filters 2019-09-07 20:21:56 +05:30
Suraj Shetty
607a21e02a feat: Init Employee Leave Balance Summary report 2019-09-05 12:42:29 +05:30
Tufan Kaynak
a7ab51c5ba Update vehicle_expenses.py (#18768) 2019-08-23 12:50:52 +05:30
Mangesh-Khairnar
c9b6c9bb61 fix: calculate opening leave balance 2019-08-20 19:18:45 +05:30
Karthikeyan S
d5e5e22adb
Merge pull request #18523 from Vigneshsekar/attendance_grace_period 
feat(Auto Attendance): Add grace period
 2019-08-18 13:25:48 +05:30
Vignesh S
4454630549 feat(Auto Attendance): Add grace period 
Co-authored-by: Karthikeyan S <skarthikeyan1410@gmail.com>
 2019-08-14 13:40:02 +05:30
Mangesh-Khairnar
3662ed50d2 fix: multiple changes 2019-08-08 19:47:17 +05:30
Mangesh-Khairnar
cbc22e6369 Merge branch 'develop' of https://github.com/frappe/erpnext into leave-management 2019-07-22 13:57:04 +05:30
Anurag Mishra
d1d8d24d0f
fix: filters conditions in loan repayment (#18428) 2019-07-20 06:31:22 +05:30
Mangesh-Khairnar
8d19faa598 Merge branch 'develop' of https://github.com/frappe/erpnext into leave-management 2019-07-03 11:44:00 +05:30
Nabin Hait
34c551d9a5
fix: Missing commits from hotfix branch (#17997) 
* fix: merge conflict

* fix: restored missing set_gst_state_and_state_number function

* fix: style linting as per codacy

* fix: Fixes related to customer/lead merging

* fix: merge conflict

* fix: Fixes related to customer/lead merging

* fix: Assign isue/opportunity to user

* fix: Assign isue/opportunity to user

* fix: Replaced Invoice type by GST Category

* fix: merge conflict

* fix: merge conflict

* fix: test cases

* fix: test cases
 2019-07-03 10:34:31 +05:30
Anurag Mishra
0181eb0652 fix: removed unused function 2019-06-26 13:26:50 +05:30
Anurag Mishra
8a6255078b fix: wrong Casual Leave opening 2019-06-26 13:22:34 +05:30
Mangesh-Khairnar
050f65beb4 feat: fetch leave allocation from ledger entry 2019-06-06 20:32:01 +05:30
Mangesh-Khairnar
351f4d53a0 feat: add employee filter to employee leave balance 2019-06-05 21:22:07 +05:30
Mangesh-Khairnar
91e62f575e fix: department filters in employee leave balance 2019-05-30 13:38:35 +05:30
Mangesh-Khairnar
7cc6a67c18 add department filter to employee leave balance 2019-05-29 15:59:20 +05:30
Nabin Hait
6b9d64ce1d
refator: Payroll processing and tax calculation (#17617) 
* refactor: Payroll processing and tax calculation

* fix: payroll test cases

* fix: Codacy fixes

* fix: payroll test cases

* fix: removed unwanted code
 2019-05-16 11:23:04 +05:30
Anurag Mishra
73706f85aa
feat: Bank remittance report for tracking payroll-entry transactions (#17013) 
* feat: Bank remittance report for tracking payroll-entry transactions

* feat: show Company bank account and bank name

* feat: Added Permissions to view report

* feat: Validated report only if debit account is present

* fix: query optimisation

* feat: Added From date and To date filters

* fix: code optimisation

* fix: requested changes

* fix: requested changes and refactor

* style: indentation

* style: Formatting

* fix: added parameter filters
 2019-05-13 19:03:21 +05:30
Nabin Hait
7516e7e66e
Merge pull request #17082 from Anurag810/aahi_loan_report 
feat: Loan repayment report
 2019-05-01 11:02:55 +05:30
Nabin Hait
71a07bf022
Update loan_repayment.json 2019-05-01 11:02:35 +05:30
Mangesh-Khairnar
513e3f97e5 fix(salary-register): track doj for non active employee 2019-04-29 12:17:49 +05:30
Nabin Hait
0908907ae1
Merge branch 'develop' into aahi_loan_report 2019-04-24 09:37:52 +05:30
Mangesh-Khairnar
e7d53540de feat: add doj column in salary register 2019-04-05 12:56:11 +05:30
Anurag Mishra
5402451b35 feat: Loan repayment report 
Co-authored-by: crescent28 <mitali@erpnext.com>
 2019-04-01 10:57:36 +05:30
Saurabh
84a18f5b18 Merge branch 'master' into develop 2019-03-28 13:54:34 +05:30
Himanshu
e43b6beff0 fix(Leave Balance Report): total allocated leaves not calculated properly (#16969) 
* fix: total alloted leaves not calculated properly

* fix: Possible SQL injection

* typo fix in sql query

* prevent sql injection again ?

* Use ORM for query
 2019-03-26 21:42:12 +05:30
Tropicalrambler
3a88bc43dc fix: typo in salary register report field name (#16670) 
When assigning salary slip field values to row list for salary register, line 22, the field was incorrectly spelled.  The correct value in the Salary Slip DocType is `leave_without_pay`, and this change reflects this. Line 27 also reflects this adjustment.
 2019-02-15 13:40:44 +05:30
Suraj Shetty
b2965001d1 Replace 'Make' with 'Create' 2018-12-23 13:25:58 +05:30
Faris Ansari
4809f86035 fix(report): field -> fieldname, dateutil -> frappe.datetime (#15106) 2018-08-14 10:56:18 +05:30
Rushabh Mehta
708e47aadf optimize(various) 2018-08-08 16:37:31 +05:30
Saurabh
d7897f1c53 Resolved merge conflicts 2018-07-18 17:08:16 +05:30
Faris Ansari
9e874af9ba Query report print (#14935) 
* QueryReport

- Only print visible columns in report
- Use get_columns_for_print method instead of directly
accessing report.columns

* Query Report

- Replace frappe.query_report_filters_by_name with new API
 2018-07-18 09:28:44 +05:30
Shreya Shah
fbeab5bf73 Show opening balance of leaves (#14925) 
* Show opening balance of leaves

* Update employee_leave_balance.py
 2018-07-17 11:59:51 +05:30
Saurabh
db7324890f Merge branch 'master' into develop 2018-07-09 15:53:51 +05:30
rohitwaghchaure
8179bcbabd [Fix] Code cleanup (#14843) 2018-07-09 09:29:40 +05:30
rohitwaghchaure
e4a53f961a [Fix] Unable to print Salary Register (#14844) 2018-07-09 09:28:56 +05:30
Pawan Mehta
e734b7c17b Add filters to show Draft salary slips in salary register (#14780) 
* [fix] #14778

* replace if-elif block with inline block
 2018-07-03 10:01:19 +05:30
Rushabh Mehta
096b943b0c [minor] fixes to moment.defaultDateFormat and daily work summary eplies 2018-06-25 22:38:20 +05:30
Suraj Shetty
be3ce16352 Daily work summary reply report (#14583) 
* Add daily work summary reply report

* Show user name instead of email

* Remove print statement

* Change field datatype

* ReRun Travis
 2018-06-20 17:46:03 +05:30
Shreya Shah
a2056a39bd Fix patch (#14503) 
* Modify patch to move leave approvers from Employee master to Department master

* Rename child table names

- Rename leave approver to leave approvers
- Rename expense approver to expense approvers

* Import cstr

* Fix a condition
 2018-06-13 17:11:17 +05:30
Solufyin
64d02f917a [ADD] Department Analytics Bar Chart Feature (#14217) 2018-05-26 09:26:03 +05:30
Zarrar
1f3f18534b [Fix] Leave Application & Expense Claim query fix | Leave Balance Report fix (#14149) 
* move set_query to setup function

* rectify leave balance report according to deparmtent changes
 2018-05-20 10:45:14 +05:30
Saurabh
62a59301ef [fix] resolved merge conflicts 2018-05-15 13:02:40 +05:30
Shreya Shah
bbee9b6cc4 [Enhancement] Monthly Attendance Report (#13970) 
* Update Attendance on Approval of Leave

* Separate out leaves on the basis of its type

* Remove commented code

* Make attendance records if not found

* Fix Codacy

* Replace bad code in attendance.py
 2018-05-14 14:30:58 +05:30
Faris Ansari
35397a1033
Salary Register (#13367) 
- convert date range to from_date and to_date
 2018-03-22 15:26:45 +05:30
Prateeksha Singh
9362cf37e0 [charts] update charts API 2018-03-12 09:54:56 +05:30
Shreya Shah
70a57e08fd New Report Employee Advance Summary (#13040) 
* New Report Employee Advance Summary

* JSON style column definition
 2018-02-26 15:58:57 +05:30
Prateeksha Singh
bfb108d722 Replace c3 (#11112) 
* [charts] replace in asset.js

* replace in reports
 2017-10-17 12:03:02 +05:30
Nabin Hait
34ad2e6a60 Use format_currency only if fieldtype is currency 2017-10-05 15:28:43 +05:30
Helkyd
4c58588d25 Improve Salary Register 
Check if fieldname is a number to format.

Start the Html Salary with hidden fields and check if they not empty and increase the width...
This will remove Blank fields from the report.
 2017-10-01 20:20:57 +01:00
Rushabh Mehta
2b87d100fa [fix] https://github.com/frappe/erpnext/issues/10956 2017-09-28 15:21:36 +05:30
Manas Solanki
a854ea00a5 mark holiday in the employee monthly attendance sheet (#10349) 2017-08-10 11:20:58 +05:30
Faris Ansari
5f27c94100 Merge pull request #9078 from netchampfaris/remove-globals 
Lint and fix JS files
 2017-06-06 11:35:42 +05:30
rohitwaghchaure
7f2513f7a1 [Fix] Employees working on a holiday report's date filter not working (#9108) 2017-06-01 18:57:34 +05:30
Faris Ansari
ab74ca7fff Lint and fix JS files 2017-05-30 12:54:42 +05:30
Francisco Roldán
85bfc05efa Fix missing translations (#8871) 
* Fix missing translations

* Fix
 2017-05-17 19:42:04 +05:30
Rohit Waghchaure
1ff1368280 [fix] Vehicle expense report not working 2017-04-11 18:54:32 +05:30
Rohit Waghchaure
e7485150a1 added roles in the report 2017-03-06 14:26:09 +05:30
Kanchan Chauhan
1b204c8e4e Accrual Payroll System 2017-02-16 16:30:51 +05:30
Kanchan Chauhan
e877ecfb7b [Fix] Permissions to view Leave Balance Report 2017-01-27 11:53:56 +05:30
Nabin Hait
7c7b3c0ab4 Merge pull request #7465 from KanchanChauhan/attendance-enhancement 
[Enhancement] Attendance Module
 2017-01-17 11:47:02 +05:30
Kanchan Chauhan
f80c2b9606 Fleet management moved to HR 2017-01-16 14:38:24 +05:30
Kanchan Chauhan
7933eb685c [Enhancement] Attendance Module 2017-01-12 17:24:53 +05:30
Kanchan Chauhan
2f3ae914a6 Changes to Salary Register 2017-01-11 19:45:01 +05:30
Kanchan Chauhan
7b29dc7208 [Fix] Monthly Salary Register Fix 2016-12-30 12:36:00 +05:30
Nabin Hait
45fda8a257 Merge pull request #7149 from KanchanChauhan/salary-slip-validation-in-leave 
[Minor] Validation fixes in Leave Application and Monthly Salary Register Fix for other laguages
 2016-12-06 16:01:38 +05:30
Kanchan Chauhan
dc80b35104 [Minor] Apply Salary Slip validation only if it is submitted 2016-12-06 15:37:24 +05:30
Rohit Waghchaure
36a01d3464 [Enhancement] Total row added for report builder 2016-12-05 18:59:59 +05:30
Rushabh Mehta
8dfbe7c748 [fix] patch missing salary component type based on existing salary slips (#6955) 2016-11-16 11:18:20 +05:30
Saurabh
bc0783b527 [fix] duplicate columns in monthly salary report #6623 2016-10-20 12:55:23 +05:30
Nabin Hait
158ac5a844 Merge pull request #6416 from KanchanChauhan/minor-fix 
[Fix] filters_by_name changed to query_report_filters_by_name
 2016-09-20 18:14:00 +05:30