def calculate_totals(self):
self.grand_total = flt(self.tax_doclist[-1].total if self.tax_doclist
else self.net_total, self.precision("grand_total"))
self.grand_total_import = flt(self.grand_total / self.conversion_rate,
self.precision("grand_total_import"))
self.total_tax = flt(self.grand_total - self.net_total,
self.precision("total_tax"))
if self.meta.get_field("rounded_total"):
self.rounded_total = rounded(self.grand_total)
if self.meta.get_field("rounded_total_import"):
self.rounded_total_import = rounded(self.grand_total_import)
if self.meta.get_field("other_charges_added"):
self.other_charges_added = flt(sum([flt(d.tax_amount) for d in self.tax_doclist
if d.add_deduct_tax=="Add" and d.category in ["Valuation and Total", "Total"]]),
self.precision("other_charges_added"))
if self.meta.get_field("other_charges_deducted"):
self.other_charges_deducted = flt(sum([flt(d.tax_amount) for d in self.tax_doclist
if d.add_deduct_tax=="Deduct" and d.category in ["Valuation and Total", "Total"]]),
self.precision("other_charges_deducted"))
if self.meta.get_field("other_charges_added_import"):
self.other_charges_added_import = flt(self.other_charges_added /
self.conversion_rate, self.precision("other_charges_added_import"))
if self.meta.get_field("other_charges_deducted_import"):
self.other_charges_deducted_import = flt(self.other_charges_deducted /
self.conversion_rate, self.precision("other_charges_deducted_import"))
def make_repayment_schedule(self):
self.repayment_schedule = []
payment_date = self.disbursement_date
balance_amount = self.loan_amount
while(balance_amount > 0):
interest_amount = rounded(balance_amount * flt(self.rate_of_interest) / (12*100))
principal_amount = self.monthly_repayment_amount - interest_amount
balance_amount = rounded(balance_amount + interest_amount - self.monthly_repayment_amount)
if balance_amount < 0:
principal_amount += balance_amount
balance_amount = 0.0
total_payment = principal_amount + interest_amount
self.append("repayment_schedule", {
"payment_date": payment_date,
"principal_amount": principal_amount,
"interest_amount": interest_amount,
"total_payment": total_payment,
"balance_loan_amount": balance_amount
})
next_payment_date = add_months(payment_date, 1)
payment_date = next_payment_date
def calculate_totals(self):
self.doc.grand_total = flt(self.doc.get("taxes")[-1].total
if self.doc.get("taxes") else self.doc.net_total)
self.doc.total_taxes_and_charges = flt(self.doc.grand_total - self.doc.net_total,
self.doc.precision("total_taxes_and_charges"))
self._set_in_company_currency(self.doc, ["total_taxes_and_charges"])
if self.doc.doctype in ["Quotation", "Sales Order", "Delivery Note", "Sales Invoice"]:
self.doc.base_grand_total = flt(self.doc.grand_total * self.doc.conversion_rate) \
if self.doc.total_taxes_and_charges else self.doc.base_net_total
else:
self.doc.taxes_and_charges_added = self.doc.taxes_and_charges_deducted = 0.0
for tax in self.doc.get("taxes"):
if tax.category in ["Valuation and Total", "Total"]:
if tax.add_deduct_tax == "Add":
self.doc.taxes_and_charges_added += flt(tax.tax_amount_after_discount_amount)
else:
self.doc.taxes_and_charges_deducted += flt(tax.tax_amount_after_discount_amount)
self.doc.round_floats_in(self.doc, ["taxes_and_charges_added", "taxes_and_charges_deducted"])
self.doc.base_grand_total = flt(self.doc.grand_total * self.doc.conversion_rate) \
if (self.doc.taxes_and_charges_added or self.doc.taxes_and_charges_deducted) \
else self.doc.base_net_total
self._set_in_company_currency(self.doc, ["taxes_and_charges_added", "taxes_and_charges_deducted"])
self.doc.round_floats_in(self.doc, ["grand_total", "base_grand_total"])
if self.doc.meta.get_field("rounded_total"):
self.doc.rounded_total = rounded(self.doc.grand_total)
if self.doc.meta.get_field("base_rounded_total"):
self.doc.base_rounded_total = rounded(self.doc.base_grand_total)
def calculate_payable_amount(self): balance_amount = self.loan_amount self.total_payable_amount = 0 self.total_payable_interest = 0 while(balance_amount > 0): interest_amount = rounded(balance_amount * flt(self.rate_of_interest) / (12*100)) balance_amount = rounded(balance_amount + interest_amount - self.repayment_amount) self.total_payable_interest += interest_amount self.total_payable_amount = self.loan_amount + self.total_payable_interest
def calculate_earning_total(self):
self.gross_pay = flt(self.arrear_amount)
salaryperday = 0
hourlyrate = 0
for d in self.get("earnings"):
if d.e_type == "Salary":
salaryperday = flt(d.e_amount) / 30
hourlyrate = flt(salaryperday) / 9
d.rate = hourlyrate
break
if salaryperday == 0:
frappe.throw(_("No salary per day calculation for employee {0}").format(self.employee))
for d in self.get("earnings"):
# if(d.rate_type == "Hourly Based On Salary"):
# d.e_amount = flt(self.overtime_hours_weekdays) * flt(d.rate) * flt(hourlyrate)
# elif(d.e_type == "Hourly"):
if d.e_type == "Overtime Weekdays":
d.rate = flt(frappe.db.get_single_value("Regulations", "overtime_weekdays_rate"))
d.e_amount = flt(self.overtime_hours_weekdays) * flt(d.rate) * flt(hourlyrate)
elif d.e_type == "Overtime Fridays":
d.rate = flt(frappe.db.get_single_value("Regulations", "overtime_fridays_rate"))
d.e_amount = flt(self.overtime_hours_fridays) * flt(d.rate) * flt(hourlyrate)
elif d.e_type == "Overtime Holidays":
d.rate = flt(frappe.db.get_single_value("Regulations", "overtime_holidays_rate"))
d.e_amount = flt(self.overtime_hours_holidays) * flt(d.rate) * flt(hourlyrate)
if cint(d.e_depends_on_lwp) == 1:
d.e_modified_amount = rounded(
(flt(d.e_amount) * flt(self.payment_days) / cint(self.total_days_in_month)),
self.precision("e_modified_amount", "earnings"),
)
if d.e_type == "Salary":
d.e_modified_amount = rounded(
(flt(d.e_amount) - (flt(self.leave_without_pay) * flt(d.rate) * 9)),
self.precision("e_modified_amount", "earnings"),
)
d.e_modified_amount = d.e_modified_amount > 0 and d.e_modified_amount or 0
elif not self.payment_days:
d.e_modified_amount = 0
elif not d.e_modified_amount:
d.e_modified_amount = d.e_amount
self.gross_pay += flt(d.e_modified_amount)
self.calculate_leave_and_gratuity(salaryperday)
def calculate_totals(self):
self.grand_total = flt(self.tax_doclist[-1].total if self.tax_doclist else self.net_total)
self.grand_total_export = flt(self.grand_total / self.conversion_rate)
self.other_charges_total = flt(self.grand_total - self.net_total, self.precision("other_charges_total"))
self.other_charges_total_export = flt(self.grand_total_export - self.net_total_export +
flt(self.discount_amount), self.precision("other_charges_total_export"))
self.grand_total = flt(self.grand_total, self.precision("grand_total"))
self.grand_total_export = flt(self.grand_total_export, self.precision("grand_total_export"))
self.rounded_total = rounded(self.grand_total)
self.rounded_total_export = rounded(self.grand_total_export)
def validate_remaining_benefit_amount(self):
# check salary structure earnings have flexi component (sum of max_benefit_amount)
# without pro-rata which satisfy the remaining_benefit
# else pro-rata component for the amount
# again comes the same validation and satisfy or throw
benefit_components = []
if self.employee_benefits:
for employee_benefit in self.employee_benefits:
benefit_components.append(employee_benefit.earning_component)
salary_struct_name = get_assigned_salary_structure(self.employee, self.date)
if salary_struct_name:
non_pro_rata_amount = 0
pro_rata_amount = 0
salary_structure = frappe.get_doc("Salary Structure", salary_struct_name)
if salary_structure.earnings:
for earnings in salary_structure.earnings:
if earnings.is_flexible_benefit == 1 and earnings.salary_component not in benefit_components:
pay_against_benefit_claim, max_benefit_amount = frappe.db.get_value("Salary Component", earnings.salary_component, ["pay_against_benefit_claim", "max_benefit_amount"])
if pay_against_benefit_claim != 1:
pro_rata_amount += max_benefit_amount
else:
non_pro_rata_amount += max_benefit_amount
if pro_rata_amount == 0 and non_pro_rata_amount == 0:
frappe.throw(_("Please add the remaining benefits {0} to any of the existing component").format(self.remaining_benefit))
elif non_pro_rata_amount > 0 and non_pro_rata_amount < rounded(self.remaining_benefit):
frappe.throw(_("You can claim only an amount of {0}, the rest amount {1} should be in the application \
as pro-rata component").format(non_pro_rata_amount, self.remaining_benefit - non_pro_rata_amount))
elif non_pro_rata_amount == 0:
frappe.throw(_("Please add the remaining benefits {0} to the application as \
pro-rata component").format(self.remaining_benefit))
def calculate_net_pay(self):
disable_rounded_total = cint(frappe.db.get_value("Global Defaults", None, "disable_rounded_total"))
self.calculate_earning_total()
self.calculate_ded_total()
self.net_pay = flt(self.gross_pay) - flt(self.total_deduction)
self.rounded_total = rounded(self.net_pay, self.precision("net_pay") if disable_rounded_total else 0)
def sum_components(self, component_type, total_field):
joining_date, relieving_date = frappe.db.get_value("Employee", self.employee,
["date_of_joining", "relieving_date"])
if not relieving_date:
relieving_date = getdate(self.end_date)
if not joining_date:
frappe.throw(_("Please set the Date Of Joining for employee {0}").format(frappe.bold(self.employee_name)))
for d in self.get(component_type):
if (self.salary_structure and
cint(d.depends_on_lwp) and
(not
self.salary_slip_based_on_timesheet or
getdate(self.start_date) < joining_date or
getdate(self.end_date) > relieving_date
)):
d.amount = rounded(
(flt(d.default_amount) * flt(self.payment_days)
/ cint(self.total_working_days)), self.precision("amount", component_type)
)
elif not self.payment_days and not self.salary_slip_based_on_timesheet and \
cint(d.depends_on_lwp):
d.amount = 0
elif not d.amount:
d.amount = d.default_amount
if not d.do_not_include_in_total:
self.set(total_field, self.get(total_field) + flt(d.amount))
def calculate_tax(self, args):
tax_amount, benefit_tax, additional_tax = 0, 0, 0
annual_taxable_earning = args.get("annual_taxable_earning")
benefit_to_tax = args.get("unclaimed_benefit")
additional_income = args.get("additional_income")
# Get tax calc by period
annual_tax = self.calculate_tax_by_tax_slab(args.get("payroll_period"), annual_taxable_earning)
# Calc prorata tax
tax_amount = annual_tax / args.get("period_factor")
# Benefit is a part of Salary Structure, add the tax diff, update annual_tax
if benefit_to_tax > 0:
annual_taxable_earning += benefit_to_tax
annual_tax_with_benefit_income = self.calculate_tax_by_tax_slab(
args.get("payroll_period"), annual_taxable_earning)
benefit_tax = annual_tax_with_benefit_income - annual_tax - args.get("benefit_tax_paid")
tax_amount += benefit_tax
annual_tax = annual_tax_with_benefit_income
# find the annual tax diff caused by additional_income, add to tax_amount
if additional_income > 0:
annual_tax_with_additional_income = self.calculate_tax_by_tax_slab(
args.get("payroll_period"), annual_taxable_earning + additional_income)
additional_tax = annual_tax_with_additional_income - annual_tax - args.get("additional_tax_paid")
tax_amount += additional_tax
# less paid taxes
if args.get("pro_rata_tax_paid"):
tax_amount -= args.get("pro_rata_tax_paid")
tax_amount = rounded(tax_amount)
struct_row = self.get_salary_slip_row(args.get("tax_component"))
return [struct_row, tax_amount, benefit_tax, additional_tax]
def validate_max_benefit(self, earning_component_name):
max_benefit_amount = frappe.db.get_value("Salary Component", earning_component_name, "max_benefit_amount")
benefit_amount = 0
for employee_benefit in self.employee_benefits:
if employee_benefit.earning_component == earning_component_name:
benefit_amount += employee_benefit.amount
prev_sal_slip_flexi_amount = get_sal_slip_total_benefit_given(self.employee, frappe.get_doc("Payroll Period", self.payroll_period), earning_component_name)
benefit_amount += prev_sal_slip_flexi_amount
if rounded(benefit_amount, 2) > max_benefit_amount:
frappe.throw(_("Maximum benefit amount of component {0} exceeds {1}").format(earning_component_name, max_benefit_amount))
def sum_components(self, component_type, total_field):
for d in self.get(component_type):
if cint(d.depends_on_lwp) == 1 and not self.salary_slip_based_on_timesheet:
d.amount = rounded((flt(d.amount) * flt(self.payment_days)
/ cint(self.total_days_in_month)), self.precision("amount", component_type))
elif not self.payment_days and not self.salary_slip_based_on_timesheet:
d.amount = 0
elif not d.amount:
d.amount = d.default_amount
self.set(total_field, self.get(total_field) + flt(d.amount))
def calculate_earning_total(self):
self.gross_pay = flt(self.arrear_amount) + flt(self.leave_encashment_amount)
for d in self.get("earnings"):
if cint(d.e_depends_on_lwp) == 1:
d.e_modified_amount = rounded((flt(d.e_amount) * flt(self.payment_days)
/ cint(self.total_days_in_month)), self.precision("e_modified_amount", "earnings"))
elif not self.payment_days:
d.e_modified_amount = 0
elif not d.e_modified_amount:
d.e_modified_amount = d.e_amount
self.gross_pay += flt(d.e_modified_amount)
def calculate_ded_total(self):
self.total_deduction = 0
for d in self.get('deductions'):
if cint(d.depends_on_lwp) == 1 and not self.salary_slip_based_on_timesheet:
d.amount = rounded((flt(d.amount) * flt(self.payment_days)
/ cint(self.total_days_in_month)), self.precision("amount", "deductions"))
elif not self.payment_days and not self.salary_slip_based_on_timesheet:
d.amount = 0
elif not d.amount:
d.amount = d.default_amount
self.total_deduction += flt(d.amount)
def calculate_earning_total(self):
self.gross_pay = flt(self.arrear_amount) + flt(self.leave_encashment_amount)
for d in self.get("earnings"):
if cint(d.depends_on_lwp) == 1 and not self.salary_slip_based_on_timesheet:
d.amount = rounded((flt(d.default_amount) * flt(self.payment_days)
/ cint(self.total_days_in_month)), self.precision("amount", "earnings"))
elif not self.payment_days and not self.salary_slip_based_on_timesheet:
d.amount = 0
elif not d.amount:
d.amount = d.default_amount
self.gross_pay += flt(d.amount)
def merge_tailoring_items(doc,method):
doc.set('entries', [])
amt = amount = 0.0
for d in doc.get('sales_invoice_items_one'):
e = doc.append('entries', {})
e.barcode=d.tailoring_barcode
e.item_code=d.tailoring_item_code
e.item_name=d.tailoring_item_name
e.item_group = frappe.db.get_value('Item', d.tailoring_item_code, 'item_group')
e.work_order=d.tailoring_work_order
e.description=d.tailoring_description
e.sales_invoice_branch = d.tailoring_branch
e.warehouse= frappe.db.get_value('Branch', d.tailoring_branch, 'warehouse')
e.income_account=d.tailoring_income_account
e.cost_center=d.tailoring_cost_center
e.batch_no=d.tailoring_batch_no
e.item_tax_rate=d.tailoring_item_tax_rate
e.stock_uom=d.tailoring_stock_uom
e.price_list_rate=d.tailoring_price_list_rate
e.trial_date = d.tailoring_trial_date
e.discount_percentage=d.tailoring_discount_percentage
e.amount= d.tailoring_amount
e.base_amount= cstr(flt(e.amount)*flt(doc.conversion_rate))
e.base_rate= cstr(flt(d.tailoring_rate)*flt(doc.conversion_rate))
e.rate=d.tailoring_rate
e.base_price_list_rate=d.tailoring_base_price_list_rate
e.qty=d.tailoring_qty
e.base_price_list_rate=d.tailoring_base_price_list_rate
e.delivery_date = d.tailoring_delivery_date
amt += flt(e.amount)
amount = merge_merchandise_items(doc)
doc.net_total_export = cstr(flt(amount) + flt(amt))
doc.grand_total_export = cstr(flt(amount) + flt(amt) + flt(doc.other_charges_total_export))
doc.rounded_total_export = cstr(rounded(flt(amount) + flt(amt) + flt(doc.other_charges_total_export)))
doc.in_words_export = cstr(money_in_words(flt(amount) + flt(amt) + flt(doc.other_charges_total_export),doc.currency))
doc.net_total = cstr(flt(doc.net_total_export) * flt(doc.conversion_rate))
doc.grand_total = cstr(flt(doc.net_total) + flt(doc.other_charges_total))
doc.rounded_total = cstr(rounded(flt(doc.net_total) + flt(doc.other_charges_total)))
doc.in_words = cstr(money_in_words(flt(doc.net_total) + flt(doc.other_charges_total)))
doc.outstanding_amount = cstr(flt(doc.net_total) + flt(doc.other_charges_total) - flt(doc.total_advance))
return "Done"
def calculate_net_pay(self):
disable_rounded_total = cint(frappe.db.get_value("Global Defaults", None, "disable_rounded_total"))
#self.calculate_ovetime_total()
self.calculate_earning_total()
self.calculate_ded_total()
data = {'employee':self.employee,'month':self.month,'gross_pay':self.gross_pay,'company':self.company,'days':self.total_days_in_month}
salary = calculate_salary(data)
self.salary_payable = flt(salary.get('salary_payable'))
self.payment_days = salary.get('payment_days')
self.net_pay = flt(salary.get('salary_payable'))- flt(self.total_deduction)
self.rounded_total = rounded(self.net_pay,
self.precision("net_pay") if disable_rounded_total else 0)
def calculate_ded_total(self):
self.total_deduction = 0
for d in self.get('deductions'):
if cint(d.d_depends_on_lwp) == 1:
d.d_modified_amount = rounded((flt(d.d_amount) * flt(self.payment_days)
/ cint(self.total_days_in_month)), self.precision("d_modified_amount", "deductions"))
elif not self.payment_days:
d.d_modified_amount = 0
elif not d.d_modified_amount:
d.d_modified_amount = d.d_amount
self.total_deduction += flt(d.d_modified_amount)
def calculate_ded_total(self):
self.total_deduction = 0
for d in self.get('deduction_details'):
if cint(d.d_depends_on_lwp) == 1:
d.d_modified_amount = rounded(flt(d.d_amount) * flt(self.payment_days)
/ cint(self.total_days_in_month), 2)
elif not self.payment_days:
d.d_modified_amount = 0
else:
d.d_modified_amount = d.d_amount
self.total_deduction += flt(d.d_modified_amount)
def calculate_net_pay(self):
if self.salary_structure:
self.calculate_component_amounts()
disable_rounded_total = cint(frappe.db.get_value("Global Defaults", None, "disable_rounded_total"))
self.gross_pay = flt(self.arrear_amount) + flt(self.leave_encashment_amount)
self.total_deduction = 0
self.sum_components('earnings', 'gross_pay')
self.sum_components('deductions', 'total_deduction')
self.net_pay = flt(self.gross_pay) - flt(self.total_deduction)
self.rounded_total = rounded(self.net_pay,
self.precision("net_pay") if disable_rounded_total else 0)
def sum_components(self, component_type, total_field):
joining_date, relieving_date = frappe.db.get_value("Employee", self.employee,
["date_of_joining", "relieving_date"])
if not relieving_date:
relieving_date = getdate(self.end_date)
for d in self.get(component_type):
if ((cint(d.depends_on_lwp) == 1 and not self.salary_slip_based_on_timesheet) or\
getdate(self.start_date) < joining_date or getdate(self.end_date) > relieving_date):
d.amount = rounded((flt(d.default_amount) * flt(self.payment_days)
/ cint(self.total_working_days)), self.precision("amount", component_type))
elif not self.payment_days and not self.salary_slip_based_on_timesheet:
d.amount = 0
elif not d.amount:
d.amount = d.default_amount
self.set(total_field, self.get(total_field) + flt(d.amount))
def calculate_net_pay(self):
if self.salary_structure:
self.calculate_component_amounts()
disable_rounded_total = cint(frappe.db.get_value("Global Defaults", None, "disable_rounded_total"))
precision = frappe.defaults.get_global_default("currency_precision")
self.total_deduction = 0
self.gross_pay = 0
self.sum_components('earnings', 'gross_pay', precision)
self.sum_components('deductions', 'total_deduction', precision)
self.set_loan_repayment()
self.net_pay = flt(self.gross_pay) - (flt(self.total_deduction) + flt(self.total_loan_repayment))
self.rounded_total = rounded(self.net_pay,
self.precision("net_pay") if disable_rounded_total else 0)
if self.net_pay < 0:
frappe.throw(_("Net Pay cannnot be negative"))
def eval_condition_and_formula(self, d, data):
try:
condition = d.condition.strip() if d.condition else None
if condition:
if not frappe.safe_eval(condition, self.whitelisted_globals, data):
return None
amount = d.amount
if d.amount_based_on_formula:
formula = d.formula.strip() if d.formula else None
if formula:
amount = rounded(frappe.safe_eval(formula, self.whitelisted_globals, data))
if amount:
data[d.abbr] = amount
return amount
except NameError as err:
frappe.throw(_("Name error: {0}".format(err)))
except SyntaxError as err:
frappe.throw(_("Syntax error in formula or condition: {0}".format(err)))
except Exception as e:
frappe.throw(_("Error in formula or condition: {0}".format(e)))
raise
def calculate_gratuity(self, salaryperday, joining_date, relieving_date):
disable_rounded_total = cint(frappe.db.get_value("Global Defaults", None, "disable_rounded_total"))
# Relieving date is the last day of work
payment_days = date_diff(relieving_date, joining_date) + 1
payment_years = flt(payment_days) / 365
payment_years = rounded(payment_years, self.precision("net_pay"))
leavedaysdue = 0
if payment_years >= 1:
leavedaysdue = flt(payment_days) / 365 * 30
leavedaysdue = ceil(leavedaysdue)
from erpnext.hr.doctype.leave_application.leave_application import get_approved_leaves_for_period
leave_type = "Vacation Leave"
leavedaystaken = get_approved_leaves_for_period(self.employee, leave_type, joining_date, relieving_date)
leave_type = "Encash Leave"
leavedaystaken += flt(get_approved_leaves_for_period(self.employee, leave_type, joining_date, relieving_date))
leave_type = "Leave Without Pay"
leavedaystaken += flt(get_approved_leaves_for_period(self.employee, leave_type, joining_date, relieving_date))
leavesbalance = leavedaysdue - leavedaystaken
leaveadvance = 0
if leavesbalance < 0:
payment_days += leavesbalance
else:
leaveadvance = flt(leavesbalance) * flt(salaryperday)
leaveadvance = rounded(leaveadvance, self.precision("net_pay"))
if payment_years < 1:
gratuity_pay = 0
elif payment_years <= 5:
gratuity_pay = flt(payment_years) * 21 * flt(salaryperday)
else:
gratuity_pay = (5 * 21 * flt(salaryperday)) + (payment_years - 5) * (30 * flt(salaryperday))
self.leave_encashment_amount = leaveadvance
gratuity_pay = rounded(gratuity_pay, self.precision("net_pay"))
joiningtext = (
"Joining Date: "
+ str(joining_date)
+ " - Relieving Date: "
+ str(relieving_date)
+ " - Total Working Days: "
+ str(payment_days)
)
workingdaystext = (
"Total Leave Due: "
+ str(leavedaysdue)
+ " - Total Leave Taken: "
+ str(leavedaystaken)
+ " - Leave Balance: "
+ str(leavesbalance)
)
networkingdaytext = "Net Working Days: " + str(payment_days) + " - Net Working Years: " + str(payment_years)
gratuitytext = "Less than 1 year, no leave or gratuity<br>Between 1 and 5 years: No. of years worked * Basic Salary per day * 21<br>More than 5 years: (5 * Basic Salary per day * 21) + (No. of years worked - 5) * (Basic Salary per day * 30)"
self.gratuity_calculation = (
joiningtext + "<br>" + workingdaystext + "<br>" + networkingdaytext + "<br>" + gratuitytext + "<br>"
)
return gratuity_pay
def calculate_net_pay(self): self.calculate_earning_total() self.calculate_ded_total() self.net_pay = flt(self.gross_pay) - flt(self.total_deduction) self.rounded_total = rounded(self.net_pay)
def get_healthcare_services_to_invoice(patient):
patient = frappe.get_doc("Patient", patient)
if patient:
if patient.customer:
item_to_invoice = []
patient_appointments = frappe.get_list("Patient Appointment", {
'patient': patient.name,
'invoiced': False
},
order_by="appointment_date")
if patient_appointments:
fee_validity_details = []
valid_days = frappe.db.get_value("Healthcare Settings", None,
"valid_days")
max_visit = frappe.db.get_value("Healthcare Settings", None,
"max_visit")
for patient_appointment in patient_appointments:
patient_appointment_obj = frappe.get_doc(
"Patient Appointment", patient_appointment['name'])
if patient_appointment_obj.procedure_template:
if frappe.db.get_value(
"Clinical Procedure Template",
patient_appointment_obj.procedure_template,
"is_billable") == 1:
item_to_invoice.append({
'reference_type':
'Patient Appointment',
'reference_name':
patient_appointment_obj.name,
'service':
patient_appointment_obj.procedure_template
})
else:
practitioner_exist_in_list = False
skip_invoice = False
if fee_validity_details:
for validity in fee_validity_details:
if validity[
'practitioner'] == patient_appointment_obj.practitioner:
practitioner_exist_in_list = True
if validity[
'valid_till'] >= patient_appointment_obj.appointment_date:
validity[
'visits'] = validity['visits'] + 1
if int(max_visit) > validity['visits']:
skip_invoice = True
if not skip_invoice:
validity['visits'] = 1
validity[
'valid_till'] = patient_appointment_obj.appointment_date + datetime.timedelta(
days=int(valid_days))
if not practitioner_exist_in_list:
valid_till = patient_appointment_obj.appointment_date + datetime.timedelta(
days=int(valid_days))
visits = 0
validity_exist = validity_exists(
patient_appointment_obj.practitioner,
patient_appointment_obj.patient)
if validity_exist:
fee_validity = frappe.get_doc(
"Fee Validity", validity_exist[0][0])
valid_till = fee_validity.valid_till
visits = fee_validity.visited
fee_validity_details.append({
'practitioner':
patient_appointment_obj.practitioner,
'valid_till':
valid_till,
'visits':
visits
})
if not skip_invoice:
practitioner_charge = 0
income_account = None
service_item = None
if patient_appointment_obj.practitioner:
service_item, practitioner_charge = service_item_and_practitioner_charge(
patient_appointment_obj)
income_account = get_income_account(
patient_appointment_obj.practitioner,
patient_appointment_obj.company)
item_to_invoice.append({
'reference_type':
'Patient Appointment',
'reference_name':
patient_appointment_obj.name,
'service':
service_item,
'rate':
practitioner_charge,
'income_account':
income_account
})
encounters = frappe.get_list("Patient Encounter", {
'patient': patient.name,
'invoiced': False,
'docstatus': 1
})
if encounters:
for encounter in encounters:
encounter_obj = frappe.get_doc("Patient Encounter",
encounter['name'])
if not encounter_obj.appointment:
practitioner_charge = 0
income_account = None
service_item = None
if encounter_obj.practitioner:
service_item, practitioner_charge = service_item_and_practitioner_charge(
encounter_obj)
income_account = get_income_account(
encounter_obj.practitioner,
encounter_obj.company)
item_to_invoice.append({
'reference_type':
'Patient Encounter',
'reference_name':
encounter_obj.name,
'service':
service_item,
'rate':
practitioner_charge,
'income_account':
income_account
})
lab_tests = frappe.get_list("Lab Test", {
'patient': patient.name,
'invoiced': False
})
if lab_tests:
for lab_test in lab_tests:
lab_test_obj = frappe.get_doc("Lab Test", lab_test['name'])
if frappe.db.get_value("Lab Test Template",
lab_test_obj.template,
"is_billable") == 1:
item_to_invoice.append({
'reference_type':
'Lab Test',
'reference_name':
lab_test_obj.name,
'service':
frappe.db.get_value("Lab Test Template",
lab_test_obj.template, "item")
})
lab_rxs = frappe.db.sql(
"""select lp.name from `tabPatient Encounter` et, `tabLab Prescription` lp
where et.patient=%s and lp.parent=et.name and lp.lab_test_created=0 and lp.invoiced=0""",
(patient.name))
if lab_rxs:
for lab_rx in lab_rxs:
rx_obj = frappe.get_doc("Lab Prescription", lab_rx[0])
if rx_obj.lab_test_code and (frappe.db.get_value(
"Lab Test Template", rx_obj.lab_test_code,
"is_billable") == 1):
item_to_invoice.append({
'reference_type':
'Lab Prescription',
'reference_name':
rx_obj.name,
'service':
frappe.db.get_value("Lab Test Template",
rx_obj.lab_test_code, "item")
})
procedures = frappe.get_list("Clinical Procedure", {
'patient': patient.name,
'invoiced': False
})
if procedures:
for procedure in procedures:
procedure_obj = frappe.get_doc("Clinical Procedure",
procedure['name'])
if not procedure_obj.appointment:
if procedure_obj.procedure_template and (
frappe.db.get_value(
"Clinical Procedure Template",
procedure_obj.procedure_template,
"is_billable") == 1):
item_to_invoice.append({
'reference_type':
'Clinical Procedure',
'reference_name':
procedure_obj.name,
'service':
frappe.db.get_value(
"Clinical Procedure Template",
procedure_obj.procedure_template, "item")
})
procedure_rxs = frappe.db.sql(
"""select pp.name from `tabPatient Encounter` et,
`tabProcedure Prescription` pp where et.patient=%s and pp.parent=et.name and
pp.procedure_created=0 and pp.invoiced=0 and pp.appointment_booked=0""",
(patient.name))
if procedure_rxs:
for procedure_rx in procedure_rxs:
rx_obj = frappe.get_doc("Procedure Prescription",
procedure_rx[0])
if frappe.db.get_value("Clinical Procedure Template",
rx_obj.procedure,
"is_billable") == 1:
item_to_invoice.append({
'reference_type':
'Procedure Prescription',
'reference_name':
rx_obj.name,
'service':
frappe.db.get_value("Clinical Procedure Template",
rx_obj.procedure, "item")
})
procedures = frappe.get_list(
"Clinical Procedure", {
'patient': patient.name,
'invoice_separately_as_consumables': True,
'consumption_invoiced': False,
'consume_stock': True,
'status': 'Completed'
})
if procedures:
service_item = get_healthcare_service_item(
'clinical_procedure_consumable_item')
if not service_item:
msg = _(("Please Configure {0} in ").format("Clinical Procedure Consumable Item") \
+ """<b><a href="#Form/Healthcare Settings">Healthcare Settings</a></b>""")
frappe.throw(msg)
for procedure in procedures:
procedure_obj = frappe.get_doc("Clinical Procedure",
procedure['name'])
item_to_invoice.append({
'reference_type':
'Clinical Procedure',
'reference_name':
procedure_obj.name,
'service':
service_item,
'rate':
procedure_obj.consumable_total_amount,
'description':
procedure_obj.consumption_details
})
inpatient_services = frappe.db.sql(
"""select io.name, io.parent from `tabInpatient Record` ip,
`tabInpatient Occupancy` io where ip.patient=%s and io.parent=ip.name and
io.left=1 and io.invoiced=0""", (patient.name))
if inpatient_services:
for inpatient_service in inpatient_services:
inpatient_occupancy = frappe.get_doc(
"Inpatient Occupancy", inpatient_service[0])
service_unit_type = frappe.get_doc(
"Healthcare Service Unit Type",
frappe.db.get_value("Healthcare Service Unit",
inpatient_occupancy.service_unit,
"service_unit_type"))
if service_unit_type and service_unit_type.is_billable == 1:
hours_occupied = time_diff_in_hours(
inpatient_occupancy.check_out,
inpatient_occupancy.check_in)
qty = 0.5
if hours_occupied > 0:
if service_unit_type.no_of_hours and service_unit_type.no_of_hours > 0:
actual_qty = hours_occupied / service_unit_type.no_of_hours
else:
# 24 hours = 1 Day
actual_qty = hours_occupied / 24
floor = math.floor(actual_qty)
decimal_part = actual_qty - floor
if decimal_part > 0.5:
qty = rounded(floor + 1, 1)
elif decimal_part < 0.5 and decimal_part > 0:
qty = rounded(floor + 0.5, 1)
if qty <= 0:
qty = 0.5
item_to_invoice.append({
'reference_type':
'Inpatient Occupancy',
'reference_name':
inpatient_occupancy.name,
'service':
service_unit_type.item,
'qty':
qty
})
return item_to_invoice
else:
frappe.throw(
_("The Patient {0} do not have customer refrence to invoice").
format(patient.name))
def get_healthcare_services_to_invoice(patient):
patient = frappe.get_doc("Patient", patient)
if patient:
if patient.customer:
item_to_invoice = []
patient_appointments = frappe.get_list("Patient Appointment",{'patient': patient.name, 'invoiced': False},
order_by="appointment_date")
if patient_appointments:
fee_validity_details = []
valid_days = frappe.db.get_value("Healthcare Settings", None, "valid_days")
max_visit = frappe.db.get_value("Healthcare Settings", None, "max_visit")
for patient_appointment in patient_appointments:
patient_appointment_obj = frappe.get_doc("Patient Appointment", patient_appointment['name'])
if patient_appointment_obj.procedure_template:
if frappe.db.get_value("Clinical Procedure Template", patient_appointment_obj.procedure_template, "is_billable") == 1:
item_to_invoice.append({'reference_type': 'Patient Appointment', 'reference_name': patient_appointment_obj.name, 'service': patient_appointment_obj.procedure_template})
else:
practitioner_exist_in_list = False
skip_invoice = False
if fee_validity_details:
for validity in fee_validity_details:
if validity['practitioner'] == patient_appointment_obj.practitioner:
practitioner_exist_in_list = True
if validity['valid_till'] >= patient_appointment_obj.appointment_date:
validity['visits'] = validity['visits']+1
if int(max_visit) > validity['visits']:
skip_invoice = True
if not skip_invoice:
validity['visits'] = 1
validity['valid_till'] = patient_appointment_obj.appointment_date + datetime.timedelta(days=int(valid_days))
if not practitioner_exist_in_list:
valid_till = patient_appointment_obj.appointment_date + datetime.timedelta(days=int(valid_days))
visits = 0
validity_exist = validity_exists(patient_appointment_obj.practitioner, patient_appointment_obj.patient)
if validity_exist:
fee_validity = frappe.get_doc("Fee Validity", validity_exist[0][0])
valid_till = fee_validity.valid_till
visits = fee_validity.visited
fee_validity_details.append({'practitioner': patient_appointment_obj.practitioner,
'valid_till': valid_till, 'visits': visits})
if not skip_invoice:
practitioner_charge = 0
income_account = None
service_item = None
if patient_appointment_obj.practitioner:
service_item, practitioner_charge = service_item_and_practitioner_charge(patient_appointment_obj)
income_account = get_income_account(patient_appointment_obj.practitioner, patient_appointment_obj.company)
item_to_invoice.append({'reference_type': 'Patient Appointment', 'reference_name': patient_appointment_obj.name,
'service': service_item, 'rate': practitioner_charge,
'income_account': income_account})
encounters = frappe.get_list("Patient Encounter", {'patient': patient.name, 'invoiced': False, 'docstatus': 1})
if encounters:
for encounter in encounters:
encounter_obj = frappe.get_doc("Patient Encounter", encounter['name'])
if not encounter_obj.appointment:
practitioner_charge = 0
income_account = None
service_item = None
if encounter_obj.practitioner:
service_item, practitioner_charge = service_item_and_practitioner_charge(encounter_obj)
income_account = get_income_account(encounter_obj.practitioner, encounter_obj.company)
item_to_invoice.append({'reference_type': 'Patient Encounter', 'reference_name': encounter_obj.name,
'service': service_item, 'rate': practitioner_charge,
'income_account': income_account})
lab_tests = frappe.get_list("Lab Test", {'patient': patient.name, 'invoiced': False})
if lab_tests:
for lab_test in lab_tests:
lab_test_obj = frappe.get_doc("Lab Test", lab_test['name'])
if frappe.db.get_value("Lab Test Template", lab_test_obj.template, "is_billable") == 1:
item_to_invoice.append({'reference_type': 'Lab Test', 'reference_name': lab_test_obj.name,
'service': frappe.db.get_value("Lab Test Template", lab_test_obj.template, "item")})
lab_rxs = frappe.db.sql("""select lp.name from `tabPatient Encounter` et, `tabLab Prescription` lp
where et.patient=%s and lp.parent=et.name and lp.lab_test_created=0 and lp.invoiced=0""", (patient.name))
if lab_rxs:
for lab_rx in lab_rxs:
rx_obj = frappe.get_doc("Lab Prescription", lab_rx[0])
if rx_obj.lab_test_code and (frappe.db.get_value("Lab Test Template", rx_obj.lab_test_code, "is_billable") == 1):
item_to_invoice.append({'reference_type': 'Lab Prescription', 'reference_name': rx_obj.name,
'service': frappe.db.get_value("Lab Test Template", rx_obj.lab_test_code, "item")})
procedures = frappe.get_list("Clinical Procedure", {'patient': patient.name, 'invoiced': False})
if procedures:
for procedure in procedures:
procedure_obj = frappe.get_doc("Clinical Procedure", procedure['name'])
if not procedure_obj.appointment:
if procedure_obj.procedure_template and (frappe.db.get_value("Clinical Procedure Template", procedure_obj.procedure_template, "is_billable") == 1):
item_to_invoice.append({'reference_type': 'Clinical Procedure', 'reference_name': procedure_obj.name,
'service': frappe.db.get_value("Clinical Procedure Template", procedure_obj.procedure_template, "item")})
procedure_rxs = frappe.db.sql("""select pp.name from `tabPatient Encounter` et,
`tabProcedure Prescription` pp where et.patient=%s and pp.parent=et.name and
pp.procedure_created=0 and pp.invoiced=0 and pp.appointment_booked=0""", (patient.name))
if procedure_rxs:
for procedure_rx in procedure_rxs:
rx_obj = frappe.get_doc("Procedure Prescription", procedure_rx[0])
if frappe.db.get_value("Clinical Procedure Template", rx_obj.procedure, "is_billable") == 1:
item_to_invoice.append({'reference_type': 'Procedure Prescription', 'reference_name': rx_obj.name,
'service': frappe.db.get_value("Clinical Procedure Template", rx_obj.procedure, "item")})
procedures = frappe.get_list("Clinical Procedure",
{'patient': patient.name, 'invoice_separately_as_consumables': True, 'consumption_invoiced': False,
'consume_stock': True, 'status': 'Completed'})
if procedures:
service_item = get_healthcare_service_item('clinical_procedure_consumable_item')
if not service_item:
msg = _(("Please Configure {0} in ").format("Clinical Procedure Consumable Item") \
+ """<b><a href="#Form/Healthcare Settings">Healthcare Settings</a></b>""")
frappe.throw(msg)
for procedure in procedures:
procedure_obj = frappe.get_doc("Clinical Procedure", procedure['name'])
item_to_invoice.append({'reference_type': 'Clinical Procedure', 'reference_name': procedure_obj.name,
'service': service_item, 'rate': procedure_obj.consumable_total_amount, 'description': procedure_obj.consumption_details})
inpatient_services = frappe.db.sql("""select io.name, io.parent from `tabInpatient Record` ip,
`tabInpatient Occupancy` io where ip.patient=%s and io.parent=ip.name and
io.left=1 and io.invoiced=0""", (patient.name))
if inpatient_services:
for inpatient_service in inpatient_services:
inpatient_occupancy = frappe.get_doc("Inpatient Occupancy", inpatient_service[0])
service_unit_type = frappe.get_doc("Healthcare Service Unit Type", frappe.db.get_value("Healthcare Service Unit", inpatient_occupancy.service_unit, "service_unit_type"))
if service_unit_type and service_unit_type.is_billable == 1:
hours_occupied = time_diff_in_hours(inpatient_occupancy.check_out, inpatient_occupancy.check_in)
qty = 0.5
if hours_occupied > 0:
actual_qty = hours_occupied / service_unit_type.no_of_hours
floor = math.floor(actual_qty)
decimal_part = actual_qty - floor
if decimal_part > 0.5:
qty = rounded(floor + 1, 1)
elif decimal_part < 0.5 and decimal_part > 0:
qty = rounded(floor + 0.5, 1)
if qty <= 0:
qty = 0.5
item_to_invoice.append({'reference_type': 'Inpatient Occupancy', 'reference_name': inpatient_occupancy.name,
'service': service_unit_type.item, 'qty': qty})
return item_to_invoice
else:
frappe.throw(_("The Patient {0} do not have customer refrence to invoice").format(patient.name))
def make_deduction(doc_salary, doc_type, doc_struct, context, result_description, precision):
tributavel_calcule = doc_type.tributavel_expression
if not result_description.get("deductions"):
result_description["deductions"] = []
if not doc_struct.d_modified_amt:
doc_struct.d_modified_amt = 0
if not tributavel_calcule:
tributavel_value = rounded(doc_struct.d_modified_amt, precision)
res = {"idx": doc_struct.idx, "d_modified_amt": tributavel_value}
result_description.get("deductions").append(res)
return tributavel_value
doc_type_dict = doc_type.as_dict()
for attr in ("tributavel_calcule", "parent", "parenttype", "parentfield", "owner", "modified_by"):
doc_type_dict.pop(attr, None)
doc_struct.pop(attr, None)
doc_salary.pop(attr, None)
# context.update({doc_type_dict.short_name: doc_type_dict})
# context.update({doc_struct.short_name: doc_struct})
context.update(doc_struct)
context.update(doc_type_dict)
try:
t = Template(tributavel_calcule, extensions=["jinja2.ext.do"], trim_blocks=True)
set_functions_context(t)
m = t.make_module(context)
# try:
# if (doc_type.deduction_type == "Table"):
# print "table name %s date %s" % (doc_salary.earnings, doc_salary.from_date)
# except:
# print "there is no table_name %s" % frappe.utils.encode(doc_employee.estado_civil)
try:
value = m.tribut
except AttributeError:
value = 0
if value:
tributavel_value = rounded(value, precision)
else:
tributavel_value = rounded(0, precision)
res = {"idx": doc_struct.idx, "d_modified_amt": tributavel_value}
context[doc_type_dict.short_name] = res
result_description.get("deductions").append(res)
print "short_name %s res %s idx %s tributavel_value %s" % (
doc_type_dict.short_name,
context.get(doc_type_dict.short_name),
doc_struct.idx,
tributavel_value,
)
return tributavel_value
except TaxDependencyError:
pass
except:
d_type = frappe.utils.encode(doc_struct.d_type)
frappe.throw(_("Error in rule for Earning Type {}. Please check jinja2 syntax.".format(d_type)))
def get_tributavel_value(doc_salary, doc_type, doc_struct, precision):
tributavel_calcule = doc_type.tributavel_calcule
if not tributavel_calcule:
tributavel_value = rounded(doc_struct.modified_value, precision)
return tributavel_value
is_diary = doc_type.diary_earning_
if is_diary:
value = doc_struct.modified_value_diary
else:
value = doc_struct.modified_value
context = {"value": value}
doc_employee = frappe.get_doc("Employee", doc_salary.employee).as_dict()
doc_type_dict = doc_type.as_dict()
for attr in (
"tributavel_calcule",
"parent",
"parenttype",
"parentfield",
"owner",
"modified_by",
"short_name",
"idx",
):
doc_type_dict.pop(attr, None)
doc_struct.pop(attr, None)
doc_employee.pop(attr, None)
context.update({doc_type_dict.short_name: doc_type_dict})
context.update({doc_struct.short_name: doc_struct})
context.update(doc_employee)
context.update(doc_struct)
context.update(doc_type_dict)
try:
t = Template(tributavel_calcule, extensions=["jinja2.ext.do"], trim_blocks=True)
set_functions_context(t)
m = t.make_module(context)
try:
value = m.tribut
except AttributeError:
value = 0
if value:
tributavel_value = rounded(value, precision)
if is_diary:
tributavel_value = tributavel_value * 31
else:
tributavel_value = rounded(0, precision)
return tributavel_value
except:
e_type = frappe.utils.encode(doc_struct.e_type)
frappe.throw(_("Error in rule for Earning Type {}. Please check jinja2 syntax.".format(e_type)))
def calculate_net_pay(self): self.calculate_earning_total() self.calculate_ded_total() self.net_pay = flt(self.gross_pay) - flt(self.total_deduction) self.rounded_total = rounded(self.net_pay)
def calculate_leaveadvance(self, salaryperday, joining_date, relieving_date):
disable_rounded_total = cint(frappe.db.get_value("Global Defaults", None, "disable_rounded_total"))
if relieving_date:
return
else:
m = get_month_details(self.fiscal_year, self.month)
dt = add_days(cstr(m["month_start_date"]), m["month_days"] + 2)
leave = frappe.db.sql(
"""
select from_date,to_date,leave_type
from `tabLeave Application` t1
where (t1.leave_type = 'Vacation Leave' OR t1.leave_type = 'Encash Leave')
and t1.docstatus < 2
and t1.status = 'Approved'
and t1.employee = %s
and t1.from_date <= %s
ORDER BY to_date DESC LIMIT 2""",
(self.employee, dt),
as_dict=True,
)
frappe.errprint(leave)
if leave:
if leave[0].leave_type == "Vacation Leave":
relieving_date = leave[0].from_date
# Relieving date should be decremented since leave applications include the first day
relieving_date = relieving_date - timedelta(days=1)
if relieving_date < m["month_start_date"]:
self.encash_leave = 0
frappe.msgprint(
_(
"No leave applications found for this period. Please approve a leave application for this employee"
)
)
return
if date_diff(relieving_date, joining_date) < 365:
frappe.msgprint(_("This employee has worked at the company for less than a year."))
if len(leave) > 1:
joining_date = leave[1].to_date
# Joining date should be incremented since leave applications include the last day
joining_date = joining_date + timedelta(days=1)
frappe.msgprint(
_("Calculating Leave From Date {0} To Date {1}.").format(joining_date, relieving_date)
)
else:
frappe.msgprint(
_("No previous application found for this employee. Using company joining date.")
)
elif leave[0].leave_type == "Encash Leave":
relieving_date = leave[0].to_date
joining_date = leave[0].from_date
frappe.msgprint(_("Special Case: Leave Encashment application dated {0}.").format(relieving_date))
else:
self.encash_leave = 0
frappe.msgprint(
_(
"No VACATION/ENCASH leave applications found for this period. Change LEAVE WITHOUT PAY Applications to VACATION/ENCASH"
)
)
return
else:
self.encash_leave = 0
frappe.msgprint(
_(
"No leave applications found for this period. Please approve a valid leave application for this employee"
)
)
return
payment_days = date_diff(relieving_date, joining_date) + 1
leavedaysdue = flt(payment_days) / 365 * 30
leavedaysdue = ceil(leavedaysdue)
if leavedaysdue < 30 and leavedaysdue + 2 >= 30:
leavedaysdue = 30
leaveadvance = flt(leavedaysdue) * flt(salaryperday)
leaveadvance = rounded(leaveadvance, self.precision("net_pay"))
joiningtext = (
"From Date: "
+ str(joining_date)
+ " - To Date: "
+ str(relieving_date)
+ " - Total Working Days: "
+ str(payment_days)
)
workingdaystext = "Leave Days Due (Rounded): " + str(leavedaysdue)
leavetext = "30 Days Leave Accumulated Every Year"
self.leave_calculation = joiningtext + " - " + workingdaystext + "<br>" + leavetext + "<br>"
return leaveadvance
