# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors # License: GNU General Public License v3. See license.txt from __future__ import unicode_literals import frappe from frappe import _ from frappe.utils import formatdate, format_datetime, getdate, get_datetime, nowdate, flt from frappe.model.document import Document from frappe.desk.form import assign_to from erpnext.hr.doctype.salary_structure.salary_structure import make_salary_slip class EmployeeBoardingController(Document): ''' Create the project and the task for the boarding process Assign to the concerned person and roles as per the onboarding/separation template ''' def validate(self): # remove the task if linked before submitting the form if self.amended_from: for activity in self.activities: activity.task = '' def on_submit(self): # create the project for the given employee onboarding project_name = _(self.doctype) + " : " if self.doctype == "Employee Onboarding": project_name += self.job_applicant else: project_name += self.employee project = frappe.get_doc({ "doctype": "Project", "project_name": project_name, "expected_start_date": self.date_of_joining if self.doctype == "Employee Onboarding" else self.resignation_letter_date, "department": self.department, "company": self.company }).insert(ignore_permissions=True) self.db_set("project", project.name) # create the task for the given project and assign to the concerned person for activity in self.activities: task = frappe.get_doc({ "doctype": "Task", "project": project.name, "subject": activity.activity_name + " : " + self.employee_name, "description": activity.description, "department": self.department, "company": self.company }).insert(ignore_permissions=True) activity.db_set("task", task.name) users = [activity.user] if activity.user else [] if activity.role: user_list = frappe.db.sql_list('''select distinct(parent) from `tabHas Role` where parenttype='User' and role=%s''', activity.role) users = users + user_list # assign the task the users if users: self.assign_task_to_users(task, set(users)) def assign_task_to_users(self, task, users): for user in users: args = { 'assign_to' : user, 'doctype' : task.doctype, 'name' : task.name, 'description' : task.description or task.subject, } assign_to.add(args) def on_cancel(self): # delete task project for task in frappe.get_all("Task", filters={"project": self.project}): frappe.delete_doc("Task", task.name) frappe.delete_doc("Project", self.project) self.db_set('project', '') for activity in self.activities: activity.db_set("task", "") @frappe.whitelist() def get_onboarding_details(parent, parenttype): return frappe.get_list("Employee Boarding Activity", fields=["activity_name", "role", "user", "required_for_employee_creation", "description"], filters={"parent": parent, "parenttype": parenttype}, order_by= "idx") def set_employee_name(doc): if doc.employee and not doc.employee_name: doc.employee_name = frappe.db.get_value("Employee", doc.employee, "employee_name") def update_employee(employee, details, date=None, cancel=False): internal_work_history = {} for item in details: fieldtype = frappe.get_meta("Employee").get_field(item.fieldname).fieldtype new_data = item.new if not cancel else item.current if fieldtype == "Date" and new_data: new_data = getdate(new_data) elif fieldtype =="Datetime" and new_data: new_data = get_datetime(new_data) setattr(employee, item.fieldname, new_data) if item.fieldname in ["department", "designation", "branch"]: internal_work_history[item.fieldname] = item.new if internal_work_history and not cancel: internal_work_history["from_date"] = date employee.append("internal_work_history", internal_work_history) return employee @frappe.whitelist() def get_employee_fields_label(): fields = [] for df in frappe.get_meta("Employee").get("fields"): if df.fieldtype in ["Data", "Date", "Datetime", "Float", "Int", "Link", "Percent", "Select", "Small Text"] and df.fieldname not in ["lft", "rgt", "old_parent"]: fields.append({"value": df.fieldname, "label": df.label}) return fields @frappe.whitelist() def get_employee_field_property(employee, fieldname): if employee and fieldname: field = frappe.get_meta("Employee").get_field(fieldname) value = frappe.db.get_value("Employee", employee, fieldname) options = field.options if field.fieldtype == "Date": value = formatdate(value) elif field.fieldtype == "Datetime": value = format_datetime(value) return { "value" : value, "datatype" : field.fieldtype, "label" : field.label, "options" : options } else: return False def validate_dates(doc, from_date, to_date): date_of_joining, relieving_date = frappe.db.get_value("Employee", doc.employee, ["date_of_joining", "relieving_date"]) if getdate(from_date) > getdate(to_date): frappe.throw(_("To date can not be less than from date")) elif getdate(from_date) > getdate(nowdate()): frappe.throw(_("Future dates not allowed")) elif date_of_joining and getdate(from_date) < getdate(date_of_joining): frappe.throw(_("From date can not be less than employee's joining date")) elif relieving_date and getdate(to_date) > getdate(relieving_date): frappe.throw(_("To date can not greater than employee's relieving date")) def validate_overlap(doc, from_date, to_date, company = None): query = """ select name from `tab{0}` where name != %(name)s """ query += get_doc_condition(doc.doctype) if not doc.name: # hack! if name is null, it could cause problems with != doc.name = "New "+doc.doctype overlap_doc = frappe.db.sql(query.format(doc.doctype),{ "employee": doc.employee, "from_date": from_date, "to_date": to_date, "name": doc.name, "company": company }, as_dict = 1) if overlap_doc: exists_for = doc.employee if company: exists_for = company throw_overlap_error(doc, exists_for, overlap_doc[0].name, from_date, to_date) def get_doc_condition(doctype): if doctype == "Compensatory Leave Request": return "and employee = %(employee)s and docstatus < 2 \ and (work_from_date between %(from_date)s and %(to_date)s \ or work_end_date between %(from_date)s and %(to_date)s \ or (work_from_date < %(from_date)s and work_end_date > %(to_date)s))" elif doctype == "Leave Period": return "and company = %(company)s and (from_date between %(from_date)s and %(to_date)s \ or to_date between %(from_date)s and %(to_date)s \ or (from_date < %(from_date)s and to_date > %(to_date)s))" def throw_overlap_error(doc, exists_for, overlap_doc, from_date, to_date): msg = _("A {0} exists between {1} and {2} (").format(doc.doctype, formatdate(from_date), formatdate(to_date)) \ + """ {1}""".format(doc.doctype, overlap_doc) \ + _(") for {0}").format(exists_for) frappe.throw(msg) def get_employee_leave_policy(employee): leave_policy = frappe.db.get_value("Employee", employee, "leave_policy") if not leave_policy: employee_grade = frappe.db.get_value("Employee", employee, "grade") if employee_grade: leave_policy = frappe.db.get_value("Employee Grade", employee_grade, "default_leave_policy") if not leave_policy: frappe.throw(_("Employee {0} of grade {1} have no default leave policy").format(employee, employee_grade)) else: frappe.throw(_("Employee {0} has no grade to get default leave policy").format(employee)) if leave_policy: return frappe.get_doc("Leave Policy", leave_policy) def validate_tax_declaration(declarations): subcategories = [] for declaration in declarations: if declaration.exemption_sub_category in subcategories: frappe.throw(_("More than one selection for {0} not \ allowed").format(declaration.exemption_sub_category), frappe.ValidationError) subcategories.append(declaration.exemption_sub_category) max_amount = frappe.db.get_value("Employee Tax Exemption Sub Category", \ declaration.exemption_sub_category, "max_amount") if declaration.amount > max_amount: frappe.throw(_("Max exemption amount for {0} is {1}").format(\ declaration.exemption_sub_category, max_amount), frappe.ValidationError) def get_leave_period(from_date, to_date, company): leave_period = frappe.db.sql(""" select name, from_date, to_date from `tabLeave Period` where company=%(company)s and is_active=1 and (from_date between %(from_date)s and %(to_date)s or to_date between %(from_date)s and %(to_date)s or (from_date < %(from_date)s and to_date > %(to_date)s)) """, { "from_date": from_date, "to_date": to_date, "company": company }, as_dict=1) if leave_period: return leave_period def get_payroll_period(from_date, to_date, company): payroll_period = frappe.db.sql("""select name, start_date, end_date from `tabPayroll Period` where start_date<=%s and end_date>= %s and company=%s""", (from_date, to_date, company), as_dict=1) return payroll_period[0] if payroll_period else None def allocate_earned_leaves(): '''Allocate earned leaves to Employees''' e_leave_types = frappe.get_all("Leave Type", fields=["name", "max_leaves_allowed", "earned_leave_frequency", "rounding"], filters={'is_earned_leave' : 1}) today = getdate() divide_by_frequency = {"Yearly": 1, "Quarterly": 4, "Monthly": 12} if e_leave_types: for e_leave_type in e_leave_types: leave_allocations = frappe.db.sql("""select name, employee, from_date, to_date from `tabLeave Allocation` where '{0}' between from_date and to_date and docstatus=1 and leave_type='{1}'""" .format(today, e_leave_type.name), as_dict=1) for allocation in leave_allocations: leave_policy = get_employee_leave_policy(allocation.employee) if not leave_policy: continue if not e_leave_type.earned_leave_frequency == "Monthly": if not check_frequency_hit(allocation.from_date, today, e_leave_type.earned_leave_frequency): continue annual_allocation = frappe.db.sql("""select annual_allocation from `tabLeave Policy Detail` where parent=%s and leave_type=%s""", (leave_policy.name, e_leave_type.name)) if annual_allocation and annual_allocation[0]: earned_leaves = flt(annual_allocation[0][0]) / divide_by_frequency[e_leave_type.earned_leave_frequency] if e_leave_type.rounding == "0.5": earned_leaves = round(earned_leaves * 2) / 2 else: earned_leaves = round(earned_leaves) allocated_leaves = frappe.db.get_value('Leave Allocation', allocation.name, 'total_leaves_allocated') new_allocation = flt(allocated_leaves) + flt(earned_leaves) new_allocation = new_allocation if new_allocation <= e_leave_type.max_leaves_allowed else e_leave_type.max_leaves_allowed frappe.db.set_value('Leave Allocation', allocation.name, 'total_leaves_allocated', new_allocation) def check_frequency_hit(from_date, to_date, frequency): '''Return True if current date matches frequency''' from_dt = get_datetime(from_date) to_dt = get_datetime(to_date) from dateutil import relativedelta rd = relativedelta.relativedelta(to_dt, from_dt) months = rd.months if frequency == "Quarterly": if not months % 3: return True elif frequency == "Yearly": if not months % 12: return True return False def get_salary_assignment(employee, date): assignment = frappe.db.sql(""" select * from `tabSalary Structure Assignment` where employee=%(employee)s and docstatus = 1 and ( (%(on_date)s between from_date and ifnull(to_date, '2199-12-31')) )""", { 'employee': employee, 'on_date': date, }, as_dict=1) return assignment[0] if assignment else None def calculate_eligible_hra_exemption(company, employee, monthly_house_rent, rented_in_metro_city): hra_component = frappe.db.get_value("Company", company, "hra_component") annual_exemption, monthly_exemption, hra_amount = 0, 0, 0 if hra_component: assignment = get_salary_assignment(employee, getdate()) if assignment and frappe.db.exists("Salary Detail", { "parent": assignment.salary_structure, "salary_component": hra_component, "parentfield": "earnings"}): hra_amount = get_hra_from_salary_slip(employee, assignment.salary_structure, hra_component) if hra_amount: if monthly_house_rent: annual_exemption = calculate_hra_exemption(assignment.salary_structure, assignment.base, hra_amount, monthly_house_rent, rented_in_metro_city) if annual_exemption > 0: monthly_exemption = annual_exemption / 12 else: annual_exemption = 0 return {"hra_amount": hra_amount, "annual_exemption": annual_exemption, "monthly_exemption": monthly_exemption} def get_hra_from_salary_slip(employee, salary_structure, hra_component): salary_slip = make_salary_slip(salary_structure, employee=employee) for earning in salary_slip.earnings: if earning.salary_component == hra_component: return earning.amount def calculate_hra_exemption(salary_structure, base, monthly_hra, monthly_house_rent, rented_in_metro_city): # TODO make this configurable exemptions = [] frequency = frappe.get_value("Salary Structure", salary_structure, "payroll_frequency") # case 1: The actual amount allotted by the employer as the HRA. exemptions.append(get_annual_component_pay(frequency, monthly_hra)) actual_annual_rent = monthly_house_rent * 12 annual_base = get_annual_component_pay(frequency, base) # case 2: Actual rent paid less 10% of the basic salary. exemptions.append(flt(actual_annual_rent) - flt(annual_base * 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_base * 0.5 if rented_in_metro_city else annual_base * 0.4) # return minimum of 3 cases return min(exemptions) def get_annual_component_pay(frequency, amount): if frequency == "Daily": return amount * 365 elif frequency == "Weekly": return amount * 52 elif frequency == "Fortnightly": return amount * 26 elif frequency == "Monthly": return amount * 12 elif frequency == "Bimonthly": return amount * 6