Document parser upload

addons_extensions/document_parser/__init__.py

@@ -0,0 +1 @@
+from . import models

addons_extensions/document_parser/__manifest__.py

@@ -0,0 +1,19 @@
+{
+    "name": "Document Parser",
+    "summary": "Reusable AI-assisted document text and data extraction",
+    "version": "1.0.0",
+    "category": "Tools",
+    "author": "Pranay",
+    "website": "https://www.ftprotech.com",
+    "license": "LGPL-3",
+    "depends": ["base"],
+    "data": [
+        "views/res_config_settings_views.xml",
+    ],
+    "installable": True,
+    "application": False,
+    "auto_install": False,
+    "external_dependencies": {
+        "python": ["requests"],
+    },
+}

addons_extensions/document_parser/models/__init__.py

@@ -0,0 +1,2 @@
+from . import document_parser_service
+from . import res_config_settings

addons_extensions/document_parser/models/document_parser_service.py

@@ -0,0 +1,444 @@
+import base64
+import json
+import logging
+import mimetypes
+import re
+from io import BytesIO
+
+import requests
+
+from odoo import _, api, models
+from odoo.exceptions import UserError
+
+try:
+    import pytesseract
+except Exception:  # pragma: no cover - optional dependency
+    pytesseract = None
+
+try:
+    from PIL import Image
+except Exception:  # pragma: no cover - optional dependency
+    Image = None
+
+try:
+    from pdf2image import convert_from_bytes
+except Exception:  # pragma: no cover - optional dependency
+    convert_from_bytes = None
+
+try:
+    from pypdf import PdfReader
+except Exception:  # pragma: no cover - optional dependency
+    PdfReader = None
+
+try:
+    from docx import Document
+except Exception:  # pragma: no cover - optional dependency
+    Document = None
+
+_logger = logging.getLogger(__name__)
+
+
+class DocumentParserService(models.AbstractModel):
+    _name = "document.parser.service"
+    _description = "Document Parser Service"
+
+    TOGETHER_ENDPOINT = "https://api.together.xyz/v1/chat/completions"
+    OPENROUTER_ENDPOINT = "https://openrouter.ai/api/v1/chat/completions"
+
+    TOGETHER_MODELS = [
+        "Qwen/Qwen2.5-7B-Instruct-Turbo",
+        "meta-llama/Meta-Llama-3.1-70B-Instruct-Turbo",
+    ]
+    OPENROUTER_MODELS = [
+        "qwen/qwen-2.5-7b-instruct",
+        "qwen/qwen-2.5-7b-instruct:free",
+        "deepseek/deepseek-chat:free",
+    ]
+
+    @api.model
+    def parse_document(
+        self,
+        file_content,
+        filename=None,
+        required_fields=None,
+        extra_instructions=None,
+        json_schema=None,
+    ):
+        if not file_content:
+            raise UserError(_("No document provided."))
+        if not filename:
+            raise UserError(_("Filename is required."))
+
+        binary = self._decode_file_content(file_content)
+        mimetype = self._detect_mimetype(binary, filename)
+        text_content = self._extract_text(binary, mimetype)
+        fields_spec = self._normalize_required_fields(required_fields or {})
+
+        if not text_content.strip():
+            return {
+                "filename": filename,
+                "mimetype": mimetype,
+                "text": "",
+                "result": {},
+                "provider": False,
+                "errors": [_("No text could be extracted from the document.")],
+                "error": _("No text could be extracted from the document."),
+            }
+
+        schema_text = json_schema or self._build_json_schema_text(fields_spec)
+        ai_result, provider_used, provider_errors = self._send_to_ai(
+            text_content=text_content[:45000],
+            schema_text=schema_text,
+            extra_instructions=extra_instructions,
+        )
+
+        if not ai_result:
+            ai_result = self._extract_with_heuristics(text_content, fields_spec)
+
+        ai_result = ai_result or {}
+        error_message = False
+        if not ai_result and provider_errors:
+            error_message = "; ".join(provider_errors[:3])
+
+        return {
+            "filename": filename,
+            "mimetype": mimetype,
+            "text": text_content,
+            "result": ai_result,
+            "provider": provider_used,
+            "errors": provider_errors,
+            "error": error_message,
+        }
+
+    @api.model
+    def extract_requested_data(self, file_content, filename, required_fields, extra_instructions=None, json_schema=None):
+        return self.parse_document(
+            file_content=file_content,
+            filename=filename,
+            required_fields=required_fields,
+            extra_instructions=extra_instructions,
+            json_schema=json_schema,
+        )["result"]
+
+    def _decode_file_content(self, file_content):
+        if isinstance(file_content, bytes):
+            if file_content.startswith((b"%PDF", b"\xFF\xD8", b"\x89PNG", b"PK")):
+                return file_content
+            try:
+                return base64.b64decode(file_content)
+            except Exception:
+                return file_content
+        if isinstance(file_content, str):
+            try:
+                return base64.b64decode(file_content)
+            except Exception as exc:
+                raise UserError(_("Invalid base64 document.")) from exc
+        raise UserError(_("Unsupported file format."))
+
+    def _detect_mimetype(self, binary, filename):
+        if filename:
+            guessed = mimetypes.guess_type(filename)[0]
+            if guessed:
+                return guessed
+        if binary.startswith(b"%PDF"):
+            return "application/pdf"
+        if binary.startswith(b"\xFF\xD8"):
+            return "image/jpeg"
+        if binary.startswith(b"\x89PNG"):
+            return "image/png"
+        if binary[:2] == b"PK":
+            return "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
+        return "application/octet-stream"
+
+    def _extract_text(self, binary, mimetype):
+        text_content = ""
+        try:
+            if mimetype == "application/pdf":
+                text_content = self._extract_text_from_pdf(binary)
+            elif mimetype in {"image/png", "image/jpeg", "image/jpg"}:
+                text_content = self._extract_text_from_image(binary)
+            elif mimetype == "application/vnd.openxmlformats-officedocument.wordprocessingml.document":
+                text_content = self._extract_text_from_docx(binary)
+            elif mimetype.startswith("text/"):
+                text_content = binary.decode("utf-8", errors="ignore")
+        except Exception as exc:
+            _logger.exception("Document text extraction failed: %s", exc)
+        return (text_content or "").strip()
+
+    def _extract_text_from_pdf(self, binary):
+        extracted_parts = []
+        if PdfReader:
+            try:
+                reader = PdfReader(BytesIO(binary))
+                extracted_parts.extend(page.extract_text() or "" for page in reader.pages)
+            except Exception as exc:
+                _logger.warning("PdfReader extraction failed: %s", exc)
+        text_content = "\n".join(part for part in extracted_parts if part).strip()
+        if text_content:
+            return text_content
+        if convert_from_bytes and pytesseract:
+            try:
+                images = convert_from_bytes(binary, dpi=300)
+                return "\n".join(
+                    pytesseract.image_to_string(image)
+                    for image in images
+                ).strip()
+            except Exception as exc:
+                _logger.warning("PDF OCR extraction failed: %s", exc)
+        return ""
+
+    def _extract_text_from_image(self, binary):
+        if not pytesseract or not Image:
+            return ""
+        try:
+            image = Image.open(BytesIO(binary))
+            return pytesseract.image_to_string(image).strip()
+        except Exception as exc:
+            _logger.warning("Image OCR extraction failed: %s", exc)
+            return ""
+
+    def _extract_text_from_docx(self, binary):
+        if not Document:
+            return ""
+        try:
+            document = Document(BytesIO(binary))
+            return "\n".join(
+                paragraph.text for paragraph in document.paragraphs if paragraph.text
+            ).strip()
+        except Exception as exc:
+            _logger.warning("DOCX extraction failed: %s", exc)
+            return ""
+
+    def _send_to_ai(self, text_content, schema_text, extra_instructions=None):
+        prompt = self._build_prompt(text_content, schema_text, extra_instructions)
+        errors = []
+
+        together_key = self._get_param("document_parser.together_ai_key") or self._get_param("document_parser.together_api_key")
+        openrouter_key = self._get_param("document_parser.openrouter_ai_key") or self._get_param("document_parser.openrouter_api_key")
+
+        if together_key:
+            result, provider_errors = self._call_provider(
+                provider_name="Together",
+                endpoint=self.TOGETHER_ENDPOINT,
+                headers={
+                    "Authorization": f"Bearer {together_key}",
+                    "Content-Type": "application/json",
+                },
+                models=self.TOGETHER_MODELS,
+                prompt=prompt,
+            )
+            if result:
+                return result, "together", errors
+            errors.extend(provider_errors)
+        else:
+            errors.append(_("Together AI key is not configured."))
+
+        if openrouter_key:
+            result, provider_errors = self._call_provider(
+                provider_name="OpenRouter",
+                endpoint=self.OPENROUTER_ENDPOINT,
+                headers={
+                    "Authorization": f"Bearer {openrouter_key}",
+                    "Content-Type": "application/json",
+                    "HTTP-Referer": self._get_param("web.base.url") or "odoo.local",
+                    "X-Title": "Document Parser",
+                },
+                models=self.OPENROUTER_MODELS,
+                prompt=prompt,
+            )
+            if result:
+                return result, "openrouter", errors
+            errors.extend(provider_errors)
+        else:
+            errors.append(_("OpenRouter key is not configured."))
+
+        return {}, False, errors
+
+    def _build_prompt(self, text_content, schema_text, extra_instructions=None):
+        return f"""
+You are a strict JSON generator.
+
+RULES:
+- Output ONLY valid raw JSON.
+- No explanation.
+- No markdown.
+- No backticks.
+- No extra text.
+- Follow schema strictly.
+- If a field is missing in text, return null.
+- Scan the entire document carefully before answering.
+- Extract ONLY what exists in text.
+- FOR ANY DATES CHANGE FORMAT TO %Y-%m-%d
+
+FIELD RULES:
+- If "skills" exists, extract only explicit technical skills written in the document.
+- Do NOT infer similar skills from role names, responsibilities, or projects.
+- Normalize names like "Expert Python" to "Python".
+- Exclude soft skills and business phrases.
+- Exclude responsibility-style phrases like Cross-Functional Collaboration, Cost Saving, Resource Utilization, Documentation, Reporting, and Team Handling.
+- Prefer concrete tools, methods, technologies, platforms, certifications, engineering/process methods, and domain techniques explicitly written in the resume.
+- If the resume explicitly mentions items like AutoCAD, Root Cause Analysis, Project Management, Manufacturing Processes, Lean, Six Sigma, or Quality Control, include them.
+- Remove duplicates and return each skill only once.
+- If "email" exists, return one valid normalized email.
+- If "name" exists, prefer the full name at the top and exclude titles, companies, and addresses.
+- If "phone" exists, return the most complete phone number found.
+- If "experience" exists, return only clearly supported numeric values.
+
+Schema:
+{schema_text}
+
+Instructions:
+{extra_instructions or "None"}
+
+Document:
+{text_content}
+"""
+
+    def _call_provider(self, provider_name, endpoint, headers, models, prompt):
+        errors = []
+        for model in models:
+            payload = {
+                "model": model,
+                "messages": [{"role": "user", "content": prompt}],
+                "temperature": 0,
+                "max_tokens": 1500,
+            }
+            try:
+                response = requests.post(endpoint, headers=headers, json=payload, timeout=90)
+                if response.status_code != 200:
+                    message = _("%(provider)s model %(model)s failed with %(status)s: %(body)s") % {
+                        "provider": provider_name,
+                        "model": model,
+                        "status": response.status_code,
+                        "body": (response.text or "")[:300],
+                    }
+                    _logger.warning(message)
+                    errors.append(message)
+                    continue
+
+                body = response.json()
+                content = self._extract_message_content(body)
+                parsed = self._safe_json_load(content)
+                if parsed:
+                    return parsed, errors
+
+                message = _("%(provider)s model %(model)s returned invalid JSON.") % {
+                    "provider": provider_name,
+                    "model": model,
+                }
+                _logger.warning(message)
+                errors.append(message)
+            except Exception as exc:
+                message = _("%(provider)s model %(model)s error: %(error)s") % {
+                    "provider": provider_name,
+                    "model": model,
+                    "error": str(exc),
+                }
+                _logger.warning(message)
+                errors.append(message)
+        return {}, errors
+
+    def _extract_message_content(self, response_body):
+        try:
+            content = response_body["choices"][0]["message"]["content"]
+        except Exception:
+            return ""
+        if isinstance(content, list):
+            parts = []
+            for item in content:
+                if isinstance(item, dict):
+                    if item.get("type") == "text":
+                        parts.append(item.get("text", ""))
+                    elif item.get("text"):
+                        parts.append(item.get("text"))
+                else:
+                    parts.append(str(item))
+            return "\n".join(part for part in parts if part)
+        if isinstance(content, dict):
+            return content.get("text", "")
+        return content or ""
+
+    def _safe_json_load(self, content):
+        if not content:
+            return {}
+        content = content.strip().replace("```json", "").replace("```", "").strip()
+        try:
+            return json.loads(content)
+        except Exception:
+            pass
+        match = re.search(r"\{[\s\S]*\}", content)
+        if match:
+            try:
+                return json.loads(match.group(0))
+            except Exception:
+                pass
+        _logger.warning("JSON parse failed for provider response: %s", content[:500])
+        return {}
+
+    def _extract_with_heuristics(self, text_content, fields):
+        result = {}
+        email_match = re.search(r"([A-Z0-9._%+-]+@[A-Z0-9.-]+\.[A-Z]{2,})", text_content or "", re.I)
+        phone_match = re.search(r"(\+?\d[\d\-\s()]{7,}\d)", text_content or "")
+        linkedin_match = re.search(r"(https?://(?:www\.)?linkedin\.com/[^\s]+)", text_content or "", re.I)
+        name_guess = self._guess_name(text_content or "")
+        skills_guess = self._guess_skills(text_content or "")
+
+        for field_name, field_spec in fields.items():
+            field_type = field_spec.get("type", "string")
+            if field_name in {"email", "email_from"}:
+                result[field_name] = email_match.group(1).lower() if email_match else None
+            elif field_name in {"phone", "mobile", "partner_phone"}:
+                result[field_name] = phone_match.group(1).strip() if phone_match else None
+            elif field_name in {"linkedin_profile", "linkedin"}:
+                result[field_name] = linkedin_match.group(1).strip() if linkedin_match else None
+            elif field_name in {"name", "full_name", "partner_name"}:
+                result[field_name] = name_guess
+            elif field_name == "skills" and field_type == "list":
+                result[field_name] = skills_guess
+            else:
+                result[field_name] = None
+        return result
+
+    def _guess_name(self, text_content):
+        for line in [line.strip() for line in (text_content or "").splitlines() if line.strip()][:12]:
+            cleaned = re.sub(r"[^A-Za-z .'-]", "", line).strip()
+            if len(cleaned.split()) in {2, 3, 4} and not re.search(r"(resume|cv|email|phone|linkedin|skills|experience)", cleaned, re.I):
+                return cleaned
+        return None
+
+    def _guess_skills(self, text_content):
+        section = re.search(r"(skills|technical skills|core competencies)(.*?)(experience|education|projects|certifications|$)", text_content or "", re.I | re.S)
+        if not section:
+            return []
+        parts = re.split(r"[,;\n|•]", section.group(2))
+        cleaned = []
+        for part in parts:
+            value = re.sub(r"\s+", " ", part).strip(" -:\t\r\n")
+            if value and 1 < len(value) < 50 and not re.search(r"^(skills?|experience|education)$", value, re.I):
+                cleaned.append(value)
+        return list(dict.fromkeys(cleaned[:25]))
+
+    def _get_param(self, key):
+        return self.env["ir.config_parameter"].sudo().get_param(key)
+
+    def _normalize_required_fields(self, fields):
+        if isinstance(fields, dict):
+            normalized = {}
+            for field_name, field_value in fields.items():
+                if isinstance(field_value, dict):
+                    normalized[field_name] = {
+                        "type": field_value.get("type", "string"),
+                        "description": field_value.get("description", field_name.replace("_", " ").title()),
+                    }
+                else:
+                    normalized[field_name] = {
+                        "type": "string",
+                        "description": str(field_value or field_name.replace("_", " ").title()),
+                    }
+            return normalized
+        if isinstance(fields, list):
+            return {field_name: {"type": "string", "description": field_name.replace("_", " ").title()} for field_name in fields}
+        return {}
+
+    def _build_json_schema_text(self, fields):
+        return json.dumps(fields, ensure_ascii=True)

addons_extensions/document_parser/models/res_config_settings.py

@@ -0,0 +1,67 @@
+import requests
+
+from odoo import _, fields, models
+from odoo.exceptions import UserError
+
+
+class ResConfigSettings(models.TransientModel):
+    _inherit = "res.config.settings"
+
+    together_ai_key = fields.Char(
+        string="Together AI Key",
+        config_parameter="document_parser.together_ai_key",
+    )
+    openrouter_ai_key = fields.Char(
+        string="OpenRouter AI Key",
+        config_parameter="document_parser.openrouter_ai_key",
+    )
+
+    def action_test_together_ai_connection(self):
+        self.ensure_one()
+        if not self.together_ai_key:
+            raise UserError(_("Please add the Together AI key first."))
+
+        response = requests.get(
+            "https://api.together.xyz/v1/models",
+            headers={"Authorization": f"Bearer {self.together_ai_key}"},
+            timeout=20,
+        )
+        if response.ok:
+            return {
+                "type": "ir.actions.client",
+                "tag": "display_notification",
+                "params": {
+                    "title": _("Together AI Connection"),
+                    "message": _("Connection successful."),
+                    "type": "success",
+                    "sticky": False,
+                },
+            }
+        raise UserError(_("Together AI connection failed: %s") % (response.text or response.reason))
+
+    def action_test_openrouter_ai_connection(self):
+        self.ensure_one()
+        if not self.openrouter_ai_key:
+            raise UserError(_("Please add the OpenRouter key first."))
+
+        response = requests.get(
+            "https://openrouter.ai/api/v1/models",
+            headers={
+                "Authorization": f"Bearer {self.openrouter_ai_key}",
+                "HTTP-Referer": self.env["ir.config_parameter"].sudo().get_param("web.base.url", ""),
+                "X-Title": "Odoo Document Parser",
+            },
+            timeout=20,
+        )
+        if response.ok:
+            return {
+                "type": "ir.actions.client",
+                "tag": "display_notification",
+                "params": {
+                    "title": _("OpenRouter Connection"),
+                    "message": _("Connection successful."),
+                    "type": "success",
+                    "sticky": False,
+                },
+            }
+        raise UserError(_("OpenRouter connection failed: %s") % (response.text or response.reason))

addons_extensions/document_parser/views/res_config_settings_views.xml

@@ -0,0 +1,39 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="res_config_settings_view_form_document_parser" model="ir.ui.view">
+        <field name="name">res.config.settings.view.form.document.parser</field>
+        <field name="model">res.config.settings</field>
+        <field name="priority" eval="80"/>
+        <field name="inherit_id" ref="base.res_config_settings_view_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//form" position="inside">
+                <app string="Document Parser" name="document_parser" groups="base.group_system">
+                    <block title="AI Providers" name="document_parser_ai_provider_block">
+                        <setting string="Together AI Key"
+                                 help="Primary provider used first for structured document extraction."
+                                 id="document_parser_together_ai_key">
+                            <div class="d-flex align-items-center gap-2">
+                                <field name="together_ai_key" password="True" placeholder="together.ai API key"/>
+                                <button name="action_test_together_ai_connection"
+                                        string="Test Connection"
+                                        type="object"
+                                        class="btn btn-secondary"/>
+                            </div>
+                        </setting>
+                        <setting string="OpenRouter AI Key"
+                                 help="Fallback provider used when Together AI is unavailable or quota is exhausted."
+                                 id="document_parser_openrouter_ai_key">
+                            <div class="d-flex align-items-center gap-2">
+                                <field name="openrouter_ai_key" password="True" placeholder="openrouter API key"/>
+                                <button name="action_test_openrouter_ai_connection"
+                                        string="Test Connection"
+                                        type="object"
+                                        class="btn btn-secondary"/>
+                            </div>
+                        </setting>
+                    </block>
+                </app>
+            </xpath>
+        </field>
+    </record>
+</odoo>

addons_extensions/employee_it_declaration/models/it_tax_statement_wiz.py

@@ -237,66 +237,66 @@ class ITTaxStatementWizard(models.TransientModel):
                 dummy_payslip.sudo().action_payslip_cancel()
                 dummy_payslip.sudo().unlink()
 
-    def _get_salary_components_for_period_line(self, period_line):
-        rule_codes = ['BASIC', 'HRA', 'LTA', 'SPA', 'GROSS', 'NET', 'ASSIG_SALARY', 'ATTACH_SALARY']
-        rule_amounts = self._get_rule_amounts_for_period_line(
-            period_line,
-            rule_codes
-        )
-        return {
-            'basic_salary': rule_amounts['BASIC'],
+    def _get_salary_components_for_period_line(self, period_line):
+        rule_codes = ['BASIC', 'HRA', 'LTA', 'SPA', 'GROSS', 'NET', 'ASSIG_SALARY', 'ATTACH_SALARY']
+        rule_amounts = self._get_rule_amounts_for_period_line(
+            period_line,
+            rule_codes
+        )
+        return {
+            'basic_salary': rule_amounts['BASIC'],
             'hra_salary': rule_amounts['HRA'],
             'lta_salary': rule_amounts['LTA'],
             'special_allowance': rule_amounts['SPA'],
             'gross_salary': rule_amounts['GROSS'],
             'net_salary': rule_amounts['NET'],
             'salary_advance': rule_amounts['ASSIG_SALARY'],
-            'advance_recovery': rule_amounts['ATTACH_SALARY'],
-        }
-
-    def _get_other_payslip_components_for_period_line(self, period_line):
-        payslip = self._get_valid_payslip_for_period_line(period_line)
-        if not payslip:
-            return []
-
-        excluded_codes = {
-            'BASIC', 'HRA', 'LTA', 'SPA', 'GROSS', 'NET', 'PT', 'PFE', 'PF',
-            'ATTACH_SALARY',
-        }
-        grouped = {}
-        income_category_codes = {'BASIC', 'ALW', 'LEAVE'}
-        for line in payslip.line_ids.filtered(
-                lambda item: item.total
-                and (item.salary_rule_id.code or item.code) not in excluded_codes
-                and item.category_id.code in income_category_codes):
-            name = line.name or line.salary_rule_id.name or line.code
-            code = line.salary_rule_id.code or line.code
-            key = (code, name)
-            if key not in grouped:
-                grouped[key] = {
-                    'code': code,
-                    'name': name,
-                    'actual': 0.0,
-                    'projected': 0.0,
-                }
-            grouped[key]['actual'] += line.total
-
-        for input_line in payslip.input_line_ids.filtered(lambda item: item.amount and item.code not in excluded_codes):
-            name = input_line.name or input_line.input_type_id.name or input_line.code
-            key = (input_line.code, name)
-            if key in grouped:
-                continue
-            grouped[key] = {
-                'code': input_line.code,
-                'name': name,
-                'actual': input_line.amount,
-                'projected': 0.0,
-            }
-
-        return list(grouped.values())
-
-    def fetch_salary_components(self):
-        """fetch salary components from payroll data"""
+            'advance_recovery': rule_amounts['ATTACH_SALARY'],
+        }
+
+    def _get_other_payslip_components_for_period_line(self, period_line):
+        payslip = self._get_valid_payslip_for_period_line(period_line)
+        if not payslip:
+            return []
+
+        excluded_codes = {
+            'BASIC', 'HRA', 'LTA', 'SPA', 'GROSS', 'NET', 'PT', 'PFE', 'PF',
+            'ATTACH_SALARY',
+        }
+        grouped = {}
+        income_category_codes = {'BASIC', 'ALW', 'LEAVE'}
+        for line in payslip.line_ids.filtered(
+                lambda item: item.total
+                and (item.salary_rule_id.code or item.code) not in excluded_codes
+                and item.category_id.code in income_category_codes):
+            name = line.name or line.salary_rule_id.name or line.code
+            code = line.salary_rule_id.code or line.code
+            key = (code, name)
+            if key not in grouped:
+                grouped[key] = {
+                    'code': code,
+                    'name': name,
+                    'actual': 0.0,
+                    'projected': 0.0,
+                }
+            grouped[key]['actual'] += line.total
+
+        for input_line in payslip.input_line_ids.filtered(lambda item: item.amount and item.code not in excluded_codes):
+            name = input_line.name or input_line.input_type_id.name or input_line.code
+            key = (input_line.code, name)
+            if key in grouped:
+                continue
+            grouped[key] = {
+                'code': input_line.code,
+                'name': name,
+                'actual': input_line.amount,
+                'projected': 0.0,
+            }
+
+        return list(grouped.values())
+
+    def fetch_salary_components(self):
+        """fetch salary components from payroll data"""
         for rec in self:
             data = {
                 'basic_salary' : {'actual':[],'projected':[]},
@@ -304,11 +304,11 @@ class ITTaxStatementWizard(models.TransientModel):
                 'lta_salary': {'actual': [], 'projected': []},
                 'special_allowance' : {'actual':[],'projected':[]},
                 'gross_salary' : {'actual':[],'projected':[]},
-                'net_salary' : {'actual':[],'projected':[]},
-                'salary_advance' : {'actual':[],'projected':[]},
-                'advance_recovery' : {'actual':[],'projected':[]},
-                'other_components': {},
-            }
+                'net_salary' : {'actual':[],'projected':[]},
+                'salary_advance' : {'actual':[],'projected':[]},
+                'advance_recovery' : {'actual':[],'projected':[]},
+                'other_components': {},
+            }
             if not rec.employee_id or not rec.contract_id or not rec.period_id or not rec.period_line:
                 return data
             period_lines = rec.period_id.period_line_ids
@@ -321,31 +321,31 @@ class ITTaxStatementWizard(models.TransientModel):
                     data['lta_salary']['actual'].append(components['lta_salary'])
                     data['special_allowance']['actual'].append(components['special_allowance'])
                     data['gross_salary']['actual'].append(components['gross_salary'])
-                    data['net_salary']['actual'].append(components['net_salary'])
-                    data['salary_advance']['actual'].append(components['salary_advance'])
-                    data['advance_recovery']['actual'].append(components['advance_recovery'])
-                    bucket = 'actual'
-                else:
-                    data['basic_salary']['projected'].append(components['basic_salary'])
-                    data['hra_salary']['projected'].append(components['hra_salary'])
+                    data['net_salary']['actual'].append(components['net_salary'])
+                    data['salary_advance']['actual'].append(components['salary_advance'])
+                    data['advance_recovery']['actual'].append(components['advance_recovery'])
+                    bucket = 'actual'
+                else:
+                    data['basic_salary']['projected'].append(components['basic_salary'])
+                    data['hra_salary']['projected'].append(components['hra_salary'])
                     data['lta_salary']['projected'].append(components['lta_salary'])
                     data['special_allowance']['projected'].append(components['special_allowance'])
                     data['gross_salary']['projected'].append(components['gross_salary'])
-                    data['net_salary']['projected'].append(components['net_salary'])
-                    data['salary_advance']['projected'].append(components['salary_advance'])
-                    data['advance_recovery']['projected'].append(components['advance_recovery'])
-                    bucket = 'projected'
-                for other_component in rec._get_other_payslip_components_for_period_line(line):
-                    key = (other_component['code'], other_component['name'])
-                    if key not in data['other_components']:
-                        data['other_components'][key] = {
-                            'code': other_component['code'],
-                            'name': other_component['name'],
-                            'actual': 0.0,
-                            'projected': 0.0,
-                        }
-                    data['other_components'][key][bucket] += other_component['actual']
-            return data
+                    data['net_salary']['projected'].append(components['net_salary'])
+                    data['salary_advance']['projected'].append(components['salary_advance'])
+                    data['advance_recovery']['projected'].append(components['advance_recovery'])
+                    bucket = 'projected'
+                for other_component in rec._get_other_payslip_components_for_period_line(line):
+                    key = (other_component['code'], other_component['name'])
+                    if key not in data['other_components']:
+                        data['other_components'][key] = {
+                            'code': other_component['code'],
+                            'name': other_component['name'],
+                            'actual': 0.0,
+                            'projected': 0.0,
+                        }
+                    data['other_components'][key][bucket] += other_component['actual']
+            return data
 
     def _get_salary_rule_amount(self, payslip, rule_code):
         """Get amount for a specific salary rule from payslip"""
@@ -598,38 +598,38 @@ class ITTaxStatementWizard(models.TransientModel):
             old_standard_deduction if self.tax_regime == 'old' else new_standard_deduction
         )
 
-        salary_components_data = self.fetch_salary_components()
-        other_components_actual = sum(
-            component['actual'] for component in salary_components_data['other_components'].values()
-        )
-        other_components_projected = sum(
-            component['projected'] for component in salary_components_data['other_components'].values()
-        )
-        visible_gross_actual = (
-            sum(salary_components_data['basic_salary']['actual']) +
-            sum(salary_components_data['hra_salary']['actual']) +
-            sum(salary_components_data['lta_salary']['actual']) +
-            sum(salary_components_data['special_allowance']['actual']) +
-            other_components_actual
-        )
-        visible_gross_projected = (
-            sum(salary_components_data['basic_salary']['projected']) +
-            sum(salary_components_data['hra_salary']['projected']) +
-            sum(salary_components_data['lta_salary']['projected']) +
-            sum(salary_components_data['special_allowance']['projected']) +
-            other_components_projected
-        )
-        gross_salary_actual = max(sum(salary_components_data['gross_salary']['actual']), visible_gross_actual)
-        gross_salary_projected = max(
-            sum(salary_components_data['gross_salary']['projected']),
-            visible_gross_projected
-        )
-        annual_gross_salary = (
-            gross_salary_actual +
-            gross_salary_projected
-        )
-        annual_net_salary = (
-            sum(salary_components_data['net_salary']['actual']) +
+        salary_components_data = self.fetch_salary_components()
+        other_components_actual = sum(
+            component['actual'] for component in salary_components_data['other_components'].values()
+        )
+        other_components_projected = sum(
+            component['projected'] for component in salary_components_data['other_components'].values()
+        )
+        visible_gross_actual = (
+            sum(salary_components_data['basic_salary']['actual']) +
+            sum(salary_components_data['hra_salary']['actual']) +
+            sum(salary_components_data['lta_salary']['actual']) +
+            sum(salary_components_data['special_allowance']['actual']) +
+            other_components_actual
+        )
+        visible_gross_projected = (
+            sum(salary_components_data['basic_salary']['projected']) +
+            sum(salary_components_data['hra_salary']['projected']) +
+            sum(salary_components_data['lta_salary']['projected']) +
+            sum(salary_components_data['special_allowance']['projected']) +
+            other_components_projected
+        )
+        gross_salary_actual = max(sum(salary_components_data['gross_salary']['actual']), visible_gross_actual)
+        gross_salary_projected = max(
+            sum(salary_components_data['gross_salary']['projected']),
+            visible_gross_projected
+        )
+        annual_gross_salary = (
+            gross_salary_actual +
+            gross_salary_projected
+        )
+        annual_net_salary = (
+            sum(salary_components_data['net_salary']['actual']) +
             sum(salary_components_data['net_salary']['projected'])
         )
         if not annual_net_salary or self.is_general_tax_statement:
@@ -653,8 +653,8 @@ class ITTaxStatementWizard(models.TransientModel):
                 # self.professional_tax +
                 # self.nps_employer_contribution
         )
-        taxable_old = max(0.0, annual_gross_salary + self.other_income + hp_income - old_deductions)
-        taxable_new = max(0.0, annual_gross_salary + self.other_income + hp_income - new_deductions)
+        taxable_old = max(0.0, annual_gross_salary + self.other_income + hp_income - old_deductions - (-(self.professional_tax)))
+        taxable_new = max(0.0, annual_gross_salary + self.other_income + hp_income - new_deductions - (-(self.professional_tax)))
         tax_result_old = self._compute_tax_old_regime(taxable_old, old_slab) if old_slab else False
         tax_result_new = self._compute_tax_new_regime(taxable_new, new_slab) if new_slab else False
         comparison_available = bool(tax_result_old and tax_result_new)
@@ -670,10 +670,10 @@ class ITTaxStatementWizard(models.TransientModel):
             'new_slab': new_slab,
             'selected_standard_deduction': selected_standard_deduction,
             'salary_components_data': salary_components_data,
-            'annual_gross_salary': annual_gross_salary,
-            'gross_salary_actual': gross_salary_actual,
-            'gross_salary_projected': gross_salary_projected,
-            'annual_net_salary': annual_net_salary,
+            'annual_gross_salary': annual_gross_salary,
+            'gross_salary_actual': gross_salary_actual,
+            'gross_salary_projected': gross_salary_projected,
+            'annual_net_salary': annual_net_salary,
             'hp_income': hp_income,
             'old_deductions': old_deductions,
             'new_deductions': new_deductions,
@@ -743,13 +743,14 @@ class ITTaxStatementWizard(models.TransientModel):
             fy_start = date(today.year - 1, 4, 1)
             fy_end = date(today.year, 3, 31)
 
-        values = self._get_tax_base_values(include_comparison=include_comparison)
-        salary_components_data = values['salary_components_data']
-        annual_gross_salary = values['annual_gross_salary']
-        gross_salary_actual = values['gross_salary_actual']
-        gross_salary_projected = values['gross_salary_projected']
-        annual_net_salary = values['annual_net_salary']
+        values = self._get_tax_base_values(include_comparison=include_comparison)
+        salary_components_data = values['salary_components_data']
+        annual_gross_salary = values['annual_gross_salary']
+        gross_salary_actual = values['gross_salary_actual']
+        gross_salary_projected = values['gross_salary_projected']
+        annual_net_salary = values['annual_net_salary']
         selected_standard_deduction = values['selected_standard_deduction']
+        total_sec_16_deduction = values['selected_standard_deduction']+(-(self.professional_tax))
         old_deductions = values['old_deductions']
         new_deductions = values['new_deductions']
         hp_income = values['hp_income']
@@ -786,25 +787,25 @@ class ITTaxStatementWizard(models.TransientModel):
         line_start = self.period_line.from_date
         current_month_index = ((line_start.year - fy_start.year) * 12 +
                                (line_start.month - fy_start.month) + 1)
-        tax_result['roundoff_taxable_income'] = float(round(tax_result["taxable_income"] / 10) * 10)
-        birthday = self.employee_id.birthday
-        if birthday:
-            diff = relativedelta(date.today(), birthday)
-            years_months = f"{diff.years} years {diff.months} months"
-        else:
-            years_months = "N/A"
-        month_age = str(self.period_line.name)+ " / " + str(years_months)
-        other_salary_components = []
-        for component in salary_components_data['other_components'].values():
-            total = component['actual'] + component['projected']
-            if total:
-                other_salary_components.append({
-                    'name': component['name'],
-                    'actual': component['actual'],
-                    'projected': component['projected'],
-                    'total': total,
-                })
-        data = {
+        tax_result['roundoff_taxable_income'] = float(round(tax_result["taxable_income"] / 10) * 10)
+        birthday = self.employee_id.birthday
+        if birthday:
+            diff = relativedelta(date.today(), birthday)
+            years_months = f"{diff.years} years {diff.months} months"
+        else:
+            years_months = "N/A"
+        month_age = str(self.period_line.name)+ " / " + str(years_months)
+        other_salary_components = []
+        for component in salary_components_data['other_components'].values():
+            total = component['actual'] + component['projected']
+            if total:
+                other_salary_components.append({
+                    'name': component['name'],
+                    'actual': component['actual'],
+                    'projected': component['projected'],
+                    'total': total,
+                })
+        data = {
             'financial_year': f"{fy_start.year}-{fy_end.year}",
             'assessment_year': fy_end.year + 1,
             'report_time': today.strftime('%d-%m-%Y %H:%M'),
@@ -834,17 +835,18 @@ class ITTaxStatementWizard(models.TransientModel):
                 'special_allowance':{'actual': sum(salary_components_data['special_allowance']['actual']), 'projected': sum(salary_components_data['special_allowance']['projected']), 'total':sum(salary_components_data['special_allowance']['actual']) +  sum(salary_components_data['special_allowance']['projected'])},
                 'perquisites': {'actual': 0 * current_month_index, 'projected': 0 * (total_months - current_month_index), 'total': 0 * total_months},
                 'reimbursement': {'actual': 0 * current_month_index, 'projected': 0 * (total_months - current_month_index), 'total': 0 * total_months},
-                'gross_salary': {'actual': gross_salary_actual, 'projected': gross_salary_projected, 'total': annual_gross_salary},
-                'salary_advance': {'actual': sum(salary_components_data['salary_advance']['actual']), 'projected': sum(salary_components_data['salary_advance']['projected']), 'total': sum(salary_components_data['salary_advance']['actual']) + sum(salary_components_data['salary_advance']['projected'])},
-                'advance_recovery': {'actual': sum(salary_components_data['advance_recovery']['actual']), 'projected': sum(salary_components_data['advance_recovery']['projected']), 'total': sum(salary_components_data['advance_recovery']['actual']) + sum(salary_components_data['advance_recovery']['projected'])},
-                'other_components': other_salary_components,
-                'net_salary': {'actual': sum(salary_components_data['net_salary']['actual']), 'projected': sum(salary_components_data['net_salary']['projected']),
-                                 'total': annual_net_salary}
-            },
+                'gross_salary': {'actual': gross_salary_actual, 'projected': gross_salary_projected, 'total': annual_gross_salary},
+                'salary_advance': {'actual': sum(salary_components_data['salary_advance']['actual']), 'projected': sum(salary_components_data['salary_advance']['projected']), 'total': sum(salary_components_data['salary_advance']['actual']) + sum(salary_components_data['salary_advance']['projected'])},
+                'advance_recovery': {'actual': sum(salary_components_data['advance_recovery']['actual']), 'projected': sum(salary_components_data['advance_recovery']['projected']), 'total': sum(salary_components_data['advance_recovery']['actual']) + sum(salary_components_data['advance_recovery']['projected'])},
+                'other_components': other_salary_components,
+                'net_salary': {'actual': sum(salary_components_data['net_salary']['actual']), 'projected': sum(salary_components_data['net_salary']['projected']),
+                                 'total': annual_net_salary}
+            },
 
             'deductions': {
                 'professional_tax': self.professional_tax,
                 'standard_deduction': selected_standard_deduction,
+                'total_sec_16_deduction': total_sec_16_deduction,
                 'nps_employer': self.nps_employer_contribution,
                 'hra_exemption': self.hra_exemption,
                 'interest_home_loan': self.interest_home_loan_self + self.interest_home_loan_letout,
@@ -861,7 +863,7 @@ class ITTaxStatementWizard(models.TransientModel):
                 'gross_salary': annual_gross_salary,
                 'other_income': self.other_income,
                 'house_property_income': hp_income,
-                'gross_total_income': (annual_gross_salary + self.other_income + hp_income) - selected_standard_deduction,
+                'gross_total_income': (annual_gross_salary + self.other_income + hp_income) - total_sec_16_deduction,
             },
 
             'taxable_income': {

addons_extensions/employee_it_declaration/report/it_tax_template.xml

@@ -30,6 +30,7 @@
                 <t t-set="tax_employment" t-value="'{:,.0f}'.format(deductions.get('professional_tax', 0))"/>
                 <t t-set="standard_deduction" t-value="'{:,.0f}'.format(deductions.get('standard_deduction', 0))"/>
                 <t t-set="other_income" t-value="'{:,.0f}'.format(income_details.get('other_income', 0))"/>
+                <t t-set="total_sec_16_deduction" t-value="'{:,.0f}'.format(deductions.get('total_sec_16_deduction', 0))"/>
                 <t t-set="gross_total_income" t-value="'{:,.0f}'.format(income_details.get('gross_total_income', 0))"/>
                 <t t-set="taxable_income" t-value="'{:,.0f}'.format(tax_computation.get('taxable_income', 0))"/>
                 <t t-set="roundoff_taxable_income" t-value="'{:,.0f}'.format(tax_computation.get('roundoff_taxable_income', 0))"/>
@@ -140,35 +141,35 @@
                             <td style="text-align: right;"
                                 t-esc="'{:,.0f}'.format(salary_components.get('special_allowance', {}).get('total', 0))"/>
                         </tr>
-                        <tr>
-                            <td>Reimbursement</td>
-                            <td style="text-align: right;"
-                                t-esc="'{:,.0f}'.format(salary_components.get('reimbursement', {}).get('actual', 0))"/>
+                        <tr>
+                            <td>Reimbursement</td>
+                            <td style="text-align: right;"
+                                t-esc="'{:,.0f}'.format(salary_components.get('reimbursement', {}).get('actual', 0))"/>
                             <td style="text-align: right;"
                                 t-esc="'{:,.0f}'.format(salary_components.get('reimbursement', {}).get('projected', 0))"/>
-                            <td style="text-align: right;"
-                                t-esc="'{:,.0f}'.format(salary_components.get('reimbursement', {}).get('total', 0))"/>
-                        </tr>
-                        <tr t-foreach="salary_components.get('other_components', [])" t-as="component">
-                            <td t-esc="component.get('name')"/>
-                            <td style="text-align: right;"
-                                t-esc="'{:,.0f}'.format(component.get('actual', 0))"/>
-                            <td style="text-align: right;"
-                                t-esc="'{:,.0f}'.format(component.get('projected', 0))"/>
-                            <td style="text-align: right;"
-                                t-esc="'{:,.0f}'.format(component.get('total', 0))"/>
-                        </tr>
-                        <tr style="border-top: 2px solid #ddd; font-weight: bold;">
-                            <td>Gross Salary</td>
-                            <td style="text-align: right;"
+                            <td style="text-align: right;"
+                                t-esc="'{:,.0f}'.format(salary_components.get('reimbursement', {}).get('total', 0))"/>
+                        </tr>
+                        <tr t-foreach="salary_components.get('other_components', [])" t-as="component">
+                            <td t-esc="component.get('name')"/>
+                            <td style="text-align: right;"
+                                t-esc="'{:,.0f}'.format(component.get('actual', 0))"/>
+                            <td style="text-align: right;"
+                                t-esc="'{:,.0f}'.format(component.get('projected', 0))"/>
+                            <td style="text-align: right;"
+                                t-esc="'{:,.0f}'.format(component.get('total', 0))"/>
+                        </tr>
+                        <tr style="border-top: 2px solid #ddd; font-weight: bold;">
+                            <td>Gross Salary</td>
+                            <td style="text-align: right;"
                                 t-esc="'{:,.0f}'.format(salary_components.get('gross_salary', {}).get('actual', 0))"/>
                             <td style="text-align: right;"
                                 t-esc="'{:,.0f}'.format(salary_components.get('gross_salary', {}).get('projected', 0))"/>
-                            <td style="text-align: right;"
-                                t-esc="'{:,.0f}'.format(salary_components.get('gross_salary', {}).get('total', 0))"/>
-                        </tr>
-                        <tr t-if="salary_components.get('advance_recovery', {}).get('total', 0)">
-                            <td>Advance Recovery</td>
+                            <td style="text-align: right;"
+                                t-esc="'{:,.0f}'.format(salary_components.get('gross_salary', {}).get('total', 0))"/>
+                        </tr>
+                        <tr t-if="salary_components.get('advance_recovery', {}).get('total', 0)">
+                            <td>Advance Recovery</td>
                             <td style="text-align: right;"
                                 t-esc="'{:,.0f}'.format(salary_components.get('advance_recovery', {}).get('actual', 0))"/>
                             <td style="text-align: right;"
@@ -198,17 +199,22 @@
                         </tr>
                         <tr style="border-top: 2px solid #ddd; margin-bottom: 8px; margin-top: 10px;">
                             <td style="padding-left: 30px;">Less: Standard Deduction for Salaried Employees</td>
+                            <td style="text-align: right;">
+                                -<span t-esc="standard_deduction"/>
+                            </td>
                             <td colspan="2"></td>
-                            <td style="text-align: right;"
-                                t-esc="standard_deduction"/>
                         </tr>
                         <tr style="border-top: 2px solid #ddd; margin-bottom: 8px; margin-top: 10px;">
                             <td style="padding-left: 30px;">Total</td>
+                            <td colspan="2"></td>
                             <td style="text-align: right;"
-                                t-esc="tax_employment"/>
-                            <td colspan="1"></td>
-                            <td style="text-align: right;"
-                                t-esc="standard_deduction"/>
+                                t-esc="total_sec_16_deduction"/>
+                        </tr>
+                        <tr style="border-top: 2px solid #ddd; margin-bottom: 8px; margin-top: 10px;">
+                            <td><strong>Less:</strong> Marginal Relief</td>
+                            <td colspan="3"></td>
+                            <td style="text-align: right;">0</td>
+
                         </tr>
 
                         <tr style="border-top: 2px solid #ddd; font-weight: bold; margin-bottom: 8px; margin-top: 10px;">
@@ -351,9 +357,9 @@
                     </tr>
                 </table>
 
-                <!-- Tax Breakdown -->
-                <h4 style="font-weight: bold; border-bottom: 2px solid #ddd; padding-bottom: 5px; margin-bottom: 15px;">
-                    Tax Deduction Details
+                <!-- Tax Breakdown -->
+                <h4 style="font-weight: bold; border-bottom: 2px solid #ddd; padding-bottom: 5px; margin-bottom: 15px;">
+                    Tax Deduction Details
                 </h4>
                 <table class="table table-bordered table-sm" style="width: 100%; margin-bottom: 20px;">
                     <thead>
@@ -429,72 +435,72 @@
                     </div>
                 </div>
 
-            </div>
-        </t>
-    </template>
-
-    <template id="generate_income_tax_comparison_rpt">
-        <t t-call="web.html_container">
-            <div class="page">
-                <t t-set="data" t-value="report_data['data']"/>
-                <t t-set="profile" t-value="data.get('profile')"/>
-                <t t-set="comparison" t-value="data.get('comparison')"/>
-
-                <div style="text-align: center; margin-bottom: 24px;">
-                    <h2 style="font-weight: bold; margin-bottom: 5px;"><t t-esc="data.get('company_name')"/></h2>
-                    <h3 style="font-weight: bold; margin-top: 0;">TAX REGIME COMPARISON</h3>
-                </div>
-
-                <table class="table table-sm" style="width: 100%; margin-bottom: 24px;">
-                    <tr>
-                        <td><strong>Employee:</strong> <t t-esc="profile.get('name', '')"/></td>
-                        <td><strong>Emp Code:</strong> <t t-esc="data.get('emp_code', '')"/></td>
-                    </tr>
-                    <tr>
-                        <td><strong>Financial Year:</strong> <t t-esc="data.get('financial_year', '')"/></td>
-                        <td><strong>Selected Regime:</strong> <t t-esc="data.get('regime_info', {}).get('tax_regime', '')"/></td>
-                    </tr>
-                </table>
-
-                <table class="table table-bordered table-sm" style="width: 100%; margin-bottom: 20px;">
-                    <thead>
-                        <tr style="background-color: #f8f9fa;">
-                            <th style="font-weight: bold; text-align: left;">Particulars</th>
-                            <th style="font-weight: bold; text-align: right;">Old Regime</th>
-                            <th style="font-weight: bold; text-align: right;">New Regime</th>
-                        </tr>
-                    </thead>
-                    <tbody>
-                        <tr>
-                            <td>Taxable Income</td>
-                            <td style="text-align: right;" t-esc="'{:,.0f}'.format(comparison.get('old_taxable_income', 0))"/>
-                            <td style="text-align: right;" t-esc="'{:,.0f}'.format(comparison.get('new_taxable_income', 0))"/>
-                        </tr>
-                        <tr>
-                            <td>Tax Payable</td>
-                            <td style="text-align: right;" t-esc="'{:,.0f}'.format(comparison.get('old_regime_tax', 0))"/>
-                            <td style="text-align: right;" t-esc="'{:,.0f}'.format(comparison.get('new_regime_tax', 0))"/>
-                        </tr>
-                        <tr style="font-weight: bold;">
-                            <td>Tax Difference</td>
-                            <td colspan="2" style="text-align: right;" t-esc="'{:,.0f}'.format(comparison.get('tax_savings', 0))"/>
-                        </tr>
-                        <tr style="font-weight: bold;">
-                            <td>Beneficial Regime</td>
-                            <td colspan="2" style="text-align: right;">
-                                <t t-esc="(comparison.get('beneficial_regime') or '').upper()"/>
-                            </td>
-                        </tr>
-                    </tbody>
-                </table>
-
-                <div style="margin-top: 24px;">
-                    <strong>Report Time:</strong>
-                    <t t-esc="data.get('report_time', '')"/>
-                </div>
-            </div>
-        </t>
-    </template>
+            </div>
+        </t>
+    </template>
+
+    <template id="generate_income_tax_comparison_rpt">
+        <t t-call="web.html_container">
+            <div class="page">
+                <t t-set="data" t-value="report_data['data']"/>
+                <t t-set="profile" t-value="data.get('profile')"/>
+                <t t-set="comparison" t-value="data.get('comparison')"/>
+
+                <div style="text-align: center; margin-bottom: 24px;">
+                    <h2 style="font-weight: bold; margin-bottom: 5px;"><t t-esc="data.get('company_name')"/></h2>
+                    <h3 style="font-weight: bold; margin-top: 0;">TAX REGIME COMPARISON</h3>
+                </div>
+
+                <table class="table table-sm" style="width: 100%; margin-bottom: 24px;">
+                    <tr>
+                        <td><strong>Employee:</strong> <t t-esc="profile.get('name', '')"/></td>
+                        <td><strong>Emp Code:</strong> <t t-esc="data.get('emp_code', '')"/></td>
+                    </tr>
+                    <tr>
+                        <td><strong>Financial Year:</strong> <t t-esc="data.get('financial_year', '')"/></td>
+                        <td><strong>Selected Regime:</strong> <t t-esc="data.get('regime_info', {}).get('tax_regime', '')"/></td>
+                    </tr>
+                </table>
+
+                <table class="table table-bordered table-sm" style="width: 100%; margin-bottom: 20px;">
+                    <thead>
+                        <tr style="background-color: #f8f9fa;">
+                            <th style="font-weight: bold; text-align: left;">Particulars</th>
+                            <th style="font-weight: bold; text-align: right;">Old Regime</th>
+                            <th style="font-weight: bold; text-align: right;">New Regime</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <tr>
+                            <td>Taxable Income</td>
+                            <td style="text-align: right;" t-esc="'{:,.0f}'.format(comparison.get('old_taxable_income', 0))"/>
+                            <td style="text-align: right;" t-esc="'{:,.0f}'.format(comparison.get('new_taxable_income', 0))"/>
+                        </tr>
+                        <tr>
+                            <td>Tax Payable</td>
+                            <td style="text-align: right;" t-esc="'{:,.0f}'.format(comparison.get('old_regime_tax', 0))"/>
+                            <td style="text-align: right;" t-esc="'{:,.0f}'.format(comparison.get('new_regime_tax', 0))"/>
+                        </tr>
+                        <tr style="font-weight: bold;">
+                            <td>Tax Difference</td>
+                            <td colspan="2" style="text-align: right;" t-esc="'{:,.0f}'.format(comparison.get('tax_savings', 0))"/>
+                        </tr>
+                        <tr style="font-weight: bold;">
+                            <td>Beneficial Regime</td>
+                            <td colspan="2" style="text-align: right;">
+                                <t t-esc="(comparison.get('beneficial_regime') or '').upper()"/>
+                            </td>
+                        </tr>
+                    </tbody>
+                </table>
+
+                <div style="margin-top: 24px;">
+                    <strong>Report Time:</strong>
+                    <t t-esc="data.get('report_time', '')"/>
+                </div>
+            </div>
+        </t>
+    </template>
     <!--    <template id="generate_income_tax_statement_rpt">-->
 <!--        <t t-call="web.basic_layout">-->
 <!--            <main class="page">-->