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60 Commits

Author SHA1 Message Date
Deepak 41f493840b docker files added 2026-06-10 16:53:14 +05:30
Bhagya-K 54541998c5 Merge remote-tracking branch 'origin/feature/share_module' into feature/share_module 2026-06-10 12:00:05 +05:30
Bhagya-K 68e62956b7 resolved installation issue of grace period module 2026-06-10 11:59:42 +05:30
seshikanth 14e725be4f #fix: Employee Performance Management Module 2026-06-09 13:31:02 +05:30
Bhagya-K adfe801d8e Roster management and grace period changes 2026-06-08 17:01:09 +05:30
Bhagya-K 5c6341d8b7 Merge remote-tracking branch 'origin/feature/share_module' into feature/share_module
# Conflicts:
#	addons_extensions/grace_period/models/__init__.py
2026-06-08 16:33:01 +05:30
Bhagya-K 71f416e8e8 grace Period 2026-06-08 16:30:00 +05:30
pranaysaidurga b5f643fb18 attendance, leaves, weekly timesheets enhancements 2026-06-05 16:42:23 +05:30
karuna 3092032fee enhancements of PMT 2026-06-05 15:16:49 +05:30
karuna f118600ab6 enhancements of PMT 2026-06-04 15:36:32 +05:30
karuna 05bdddc472 enhancements of PMT 2026-06-04 11:06:43 +05:30
pranaysaidurga 582225e11e employee issue 2026-06-04 10:51:17 +05:30
pranaysaidurga 478c1708fb Auto doc get default recruitment 2026-06-04 10:43:54 +05:30
pranaysaidurga 945aedc0b4 Recruitement Dashboards 2026-06-03 14:23:00 +05:30
pranaysaidurga eb17d717dd Project Changes 2026-06-03 10:55:50 +05:30
pranaysaidurga 604d556501 Recruitment changes 2026-06-03 10:48:17 +05:30
karuna 90211776a1 small enhancements 2026-05-28 12:20:45 +05:30
karuna 923304f759 project enhancements 2026-05-26 15:03:48 +05:30
pranaysaidurga 96493be796 Leaves Timesheets Management 2026-05-25 16:38:40 +05:30
pranaysaidurga 5460f6c207 Employee it declaration 2026-05-25 16:10:45 +05:30
pranaysaidurga 4db7e5ade2 Document parser upload 2026-05-20 18:59:16 +05:30
pranaysaidurga f2788e025d bench management system changes 2026-05-19 16:10:05 +05:30
pranaysaidurga 0e51ac85e9 user_ids in project tasks bug 2026-05-19 13:48:45 +05:30
pranaysaidurga 19e5f1db80 Project, recruitment, payroll, bench management changes and updates 2026-05-19 13:36:24 +05:30
karuna c2e33753bb project modifications 2026-05-19 12:08:41 +05:30
pranaysaidurga f6bfd46f2c my tasks issue fix 2026-05-14 12:23:28 +05:30
pranaysaidurga c9746456b8 equipment extended 2026-05-13 11:28:50 +05:30
pranaysaidurga b0ec5ee508 Menu Control Center Functionality change 2026-05-12 11:37:01 +05:30
pranaysaidurga e2d6a8c417 user own estimations 2026-05-07 14:14:41 +05:30
pranaysaidurga 9c33507a45 multi company changes 2026-05-06 18:17:04 +05:30
pranaysaidurga a9a6c683d7 new timeline feature and bug fixes 2026-05-06 17:26:15 +05:30
pranaysaidurga 723dcbe225 portfolio company rules 2026-05-06 11:51:28 +05:30
pranaysaidurga 4139e5fa33 company_id constrain fix 2026-05-06 10:56:13 +05:30
pranaysaidurga ce93d9601c project updates and changes 2026-05-05 11:55:32 +05:30
pranaysaidurga 1b21175e75 accounting kit 2026-05-04 10:56:10 +05:30
pranaysaidurga 74526cc1a2 project task issue fix and changes 2026-04-27 16:14:25 +05:30
pranaysaidurga 6a32ac3f37 project task creation issue 2026-04-27 15:27:27 +05:30
pranaysaidurga fa3833bac3 Project Employee view 2026-04-27 12:37:57 +05:30
pranay 73a27d8921 master selector fix 2026-04-14 11:45:11 +05:30
pranay 26923e20b9 bug fix 2026-04-13 18:21:55 +05:30
karuna ff806505e2 PMT bug fix 2026-04-13 17:56:48 +05:30
karuna b5b276f552 Module Master Selector 2026-03-10 10:45:00 +05:30
Pranay 5d6c2c09aa list view scrolling issue 2026-02-05 12:23:55 +05:30
Pranay 4b85cc0f59 Recruitment changes, Menu Contral Center xml change, attachment preview changes 2026-02-04 11:57:31 +05:30
Pranay ad5967d420 ica web responsive theme 2025-12-24 17:50:22 +05:30
Pranay 53f90a7834 packages list 2025-12-24 17:29:23 +05:30
Pranay 87824199d0 project management system Commit 2025-12-24 12:50:57 +05:30
karuna 92543295d6 adding page visibility based on stages 2025-12-15 18:07:11 +05:30
Pranay 7b6d108ace one2many search widget and project task module updates 2025-12-15 11:25:18 +05:30
Pranay 6f77059f85 PMT, UNIVERSAL ATTACHMENT PREVIEW, MENU CONTROL CENTER INTEGRATION 2025-12-10 10:09:23 +05:30
Pranay c93d208990 Document Preview 2025-12-03 10:19:21 +05:30
Pranay bfd7890cbc Documents preview, binary field widget, menu control center changes 2025-12-03 10:16:19 +05:30
karuna d362ef87aa kudos changes commit 2025-12-03 10:11:32 +05:30
Pranay 20d22c1f04 Project timesheet updates 2025-11-25 16:45:09 +05:30
pranay 44e5ee7e2f ALL MODULE CHANGES 2025-11-20 10:11:59 +05:30
pranay 0fa84c6d43 PMS Updates 2025-11-20 10:06:10 +05:30
karuna 4ce02e58fa Rewards Module for PMS 2025-11-13 12:43:31 +05:30
pranay 66077d1819 Project Task Extended Changes 2025-11-13 12:36:54 +05:30
karuna 2dbdb58127 internal team model update 2025-11-10 10:14:09 +05:30
pranay 5f267e96da PROJECT MODULE AND THEME ADDED IN SHARED MODULES 2025-11-04 11:57:04 +05:30
3015 changed files with 1420466 additions and 1292309 deletions

54
Dockerfile Normal file
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@ -0,0 +1,54 @@
FROM python:3.12-bookworm
ENV PYTHONDONTWRITEBYTECODE=1
ENV PYTHONUNBUFFERED=1
# System dependencies
RUN apt-get update && apt-get install -y \
build-essential \
gcc \
g++ \
git \
curl \
npm \
libpq-dev \
libldap2-dev \
libsasl2-dev \
libxml2-dev \
libxslt1-dev \
libjpeg62-turbo-dev \
zlib1g-dev \
libffi-dev \
libssl-dev \
liblcms2-dev \
wkhtmltopdf \
&& rm -rf /var/lib/apt/lists/*
# Less compiler used by Odoo
RUN npm install -g less less-plugin-clean-css
# Create odoo user
RUN useradd -m -d /opt/odoo -U -r -s /bin/bash odoo
WORKDIR /opt/odoo/odoo18
# Copy project
COPY . .
# Upgrade pip tools
RUN pip install --upgrade pip setuptools wheel
# Install requirements
RUN pip install --no-cache-dir -r requirements.txt
# PostgreSQL driver
RUN pip install psycopg2-binary
# Permissions
RUN chown -R odoo:odoo /opt/odoo
USER odoo
EXPOSE 8069
CMD ["python3", "odoo-bin", "-c", "odoo.conf"]

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@ -103,7 +103,7 @@ class ImBus(models.Model):
"""Low-level method to send ``notification_type`` and ``message`` to ``target``. """Low-level method to send ``notification_type`` and ``message`` to ``target``.
Using ``_bus_send()`` from ``bus.listener.mixin`` is recommended for simplicity and Using ``_bus_send()`` from ``bus.listener.mixin`` is recommended for simplicity and
security. security.
When using ``_sendone`` directly, ``target`` (if str) should not be guessable by an When using ``_sendone`` directly, ``target`` (if str) should not be guessable by an
attacker. attacker.

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@ -6,7 +6,7 @@
'version': '1.0', 'version': '1.0',
'category': 'Accounting/Localizations/Point of Sale', 'category': 'Accounting/Localizations/Point of Sale',
'description': """ 'description': """
This add-on brings the technical requirements of the French regulation CGI art. 286, I. 3° bis that stipulates certain criteria concerning the inalterability, security, storage and archiving of data related to sales to private individuals (B2C). This add-on brings the technical requirements of the French regulation CGI art. 286, I. 3° bis that stipulates certain criteria concerning the inalterability,security, storage and archiving of data related to sales to private individuals (B2C).
----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- -----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Install it if you use the Point of Sale app to sell to individuals. Install it if you use the Point of Sale app to sell to individuals.

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@ -41,7 +41,7 @@ class Survey(http.Controller):
def _check_validity(self, survey_token, answer_token, ensure_token=True, check_partner=True): def _check_validity(self, survey_token, answer_token, ensure_token=True, check_partner=True):
""" Check survey is open and can be taken. This does not checks for """ Check survey is open and can be taken. This does not checks for
security rules, only functional / business rules. It returns a string key security rules, only functional / business rules. It returns a string key
allowing further manipulation of validity issues allowing further manipulation of validity issues
* survey_wrong: survey does not exist; * survey_wrong: survey does not exist;

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@ -24,7 +24,7 @@
}, },
'installable': True, 'installable': True,
'data': [ 'data': [
# security.xml first, data.xml need the group to exist (checking it) #security.xml first, data.xml need the group to exist (checking it)
'security/website_security.xml', 'security/website_security.xml',
'security/ir.model.access.csv', 'security/ir.model.access.csv',
'data/image_library.xml', 'data/image_library.xml',

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

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{
'name': 'Bench Management',
'version': '1.0',
'category': 'Human Resources',
'summary': 'Bench Management System',
'author': 'Team Srivyn',
'depends': [
'hr',
'project',
'hr_timesheet',
'project_task_timesheet_extended',
'hr_employee_extended'
],
'data': [
'security/ir.model.access.csv',
'data/sync_team_lines.xml',
'views/project.xml',
'views/bench_management_view.xml',
],
'installable': True,
'application': True,
'auto_install': False,
}

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@ -0,0 +1,4 @@
<?xml version="1.0" encoding="UTF-8"?>
<odoo>
<function model="project.project" name="_sync_all_team_lines_from_members"/>
</odoo>

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@ -0,0 +1,2 @@
from . import project
from . import bench_management

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from odoo import models, fields, tools, api
class BenchManagementLine(models.Model):
_name = "bench.management.line"
_description = "Employee Availability (Bench)"
_auto = False
_rec_name = 'employee_id'
employee_id = fields.Many2one("hr.employee", readonly=True)
job_id = fields.Many2one("hr.job", readonly=True)
company_id = fields.Many2one("res.company", related="employee_id.company_id")
project_line_ids = fields.Many2many(
'project.team.line',
compute='_compute_bench_details',
string='Project Assignments',
readonly=True,
)
limited_project_line_ids = fields.Many2many(
compute='_compute_bench_details',
comodel_name='project.team.line',
string='Kanban Projects',
readonly=True,
)
project_names_tooltip = fields.Text(
string="Project Names",
compute='_compute_bench_details',
readonly=True,
)
project_count = fields.Integer(
string="Project Count",
compute='_compute_bench_details',
readonly=True,
)
active_project_count = fields.Integer(
string="Active Projects",
compute='_compute_bench_details',
readonly=True,
)
future_project_count = fields.Integer(
string="Upcoming Projects",
compute='_compute_bench_details',
readonly=True,
)
completed_project_count = fields.Integer(
string="Completed Projects",
compute='_compute_bench_details',
readonly=True,
)
status = fields.Selection([
("bench", "Bench"),
("partial", "Partial"),
("full", "Full"),
], readonly=True)
def _get_line_availability_status(self, line, today):
return line.status or 'not_started'
def _compute_bench_details(self):
project_team_line = self.env['project.team.line'].sudo()
today = fields.Date.context_today(self)
for rec in self:
project_lines = project_team_line.search(
[('employee_id', '=', rec.employee_id.id)],
order='start_date desc, id desc'
)
active_lines = project_lines.filtered(
lambda line: rec._get_line_availability_status(line, today) == 'in_progress'
)
future_lines = project_lines.filtered(
lambda line: rec._get_line_availability_status(line, today) == 'not_started'
)
completed_lines = project_lines.filtered(
lambda line: rec._get_line_availability_status(line, today) == 'done'
)
project_records = project_lines.mapped('project_id')
if active_lines:
bench_status = 'full'
elif future_lines:
bench_status = 'partial'
else:
bench_status = 'bench'
rec.project_line_ids = project_lines
rec.limited_project_line_ids = project_lines[:3]
rec.project_count = len(project_records)
rec.active_project_count = len(active_lines)
rec.future_project_count = len(future_lines)
rec.completed_project_count = len(completed_lines)
rec.project_names_tooltip = '\n'.join(
f"{line.project_id.display_name or 'No Project'} - {dict(line._fields['status'].selection).get(rec._get_line_availability_status(line, today), 'N/A')}"
for line in project_lines
) or ''
def init(self):
tools.drop_view_if_exists(self.env.cr, self._table)
self.env.cr.execute("""
CREATE OR REPLACE VIEW bench_management_line AS (
SELECT
he.id AS id,
he.id AS employee_id,
he.job_id AS job_id,
CASE
WHEN EXISTS (
SELECT 1
FROM project_team_line tpl
WHERE tpl.employee_id = he.id
AND tpl.status = 'in_progress'
) THEN 'full'
WHEN EXISTS (
SELECT 1
FROM project_team_line tpl
WHERE tpl.employee_id = he.id
AND tpl.status = 'not_started'
) THEN 'partial'
ELSE 'bench'
END AS status
FROM hr_employee he
)
""")
class ProjectTeamLine(models.Model):
_inherit = 'project.team.line'
line_status_color = fields.Integer(
compute='_compute_line_status_color',
string='Status Color',
readonly=True,
)
@api.depends('status')
def _compute_line_status_color(self):
color_map = {
'not_started': 8,
'in_progress': 2,
'done': 10,
}
for line in self:
line.line_status_color = color_map.get(line.status, 0)
def name_get(self):
result = []
for rec in self:
name = rec.project_id.display_name or 'No Project'
result.append((rec.id, name))
return result
def _sync_project_members(self):
if self.env.context.get('skip_project_team_member_sync'):
return True
self.mapped('project_id')._sync_members_from_team_lines()
return True
@api.model_create_multi
def create(self, vals_list):
records = super().create(vals_list)
records._sync_project_members()
return records
def write(self, vals):
projects = self.mapped('project_id')
res = super().write(vals)
(projects | self.mapped('project_id'))._sync_members_from_team_lines()
return res
def unlink(self):
projects = self.mapped('project_id')
res = super().unlink()
projects._sync_members_from_team_lines()
return res

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@ -0,0 +1,223 @@
from odoo import Command, api, fields, models, _
from odoo.exceptions import ValidationError
class ProjectProject(models.Model):
_inherit = 'project.project'
team_line_ids = fields.One2many(
'project.team.line',
'project_id',
string="Team Details"
)
can_manage_team_lines = fields.Boolean(
compute='_compute_can_manage_team_lines',
string='Can Manage Team Lines'
)
@api.depends('user_id', 'project_lead')
def _compute_can_manage_team_lines(self):
current_user = self.env.user
for project in self:
project.can_manage_team_lines = bool(
self.env.is_superuser()
or project.user_id == current_user
or ('project_lead' in project._fields and project.project_lead == current_user) or (current_user.has_group("project.group_project_manager"))
)
@api.onchange('team_line_ids')
def _onchange_team_line_ids(self):
for project in self:
users = project.team_line_ids.mapped('user_id')
project.members_ids = [(6, 0, users.ids)]
def _sync_members_from_team_lines(self):
if self.env.context.get('skip_project_team_member_sync'):
return
for project in self:
users = project.team_line_ids.mapped('user_id')
if set(project.members_ids.ids) != set(users.ids):
project.with_context(skip_project_team_member_sync=True).sudo().write({
'members_ids': [Command.set(users.ids)],
})
def _sync_team_lines_from_members(self):
if self.env.context.get('skip_project_team_member_sync'):
return
TeamLine = self.env['project.team.line'].sudo().with_context(skip_project_team_member_sync=True)
for project in self.sudo():
member_ids = set(project.members_ids.ids)
kept_user_ids = set()
lines_to_remove = self.env['project.team.line'].sudo()
for line in project.team_line_ids.sorted('id'):
user_id = line.user_id.id
if not user_id or user_id not in member_ids or user_id in kept_user_ids:
lines_to_remove |= line
else:
kept_user_ids.add(user_id)
if lines_to_remove:
lines_to_remove.with_context(skip_project_team_member_sync=True).unlink()
for user_id in member_ids - kept_user_ids:
TeamLine.create({
'project_id': project.id,
'user_id': user_id,
})
@api.model
def _sync_all_team_lines_from_members(self):
self.search([])._sync_team_lines_from_members()
return True
@api.model_create_multi
def create(self, vals_list):
projects = super().create(vals_list)
for project, vals in zip(projects, vals_list):
if 'team_line_ids' in vals:
project._sync_members_from_team_lines()
elif 'members_ids' in vals:
project._sync_team_lines_from_members()
return projects
def write(self, vals):
res = super().write(vals)
if 'team_line_ids' in vals:
self._sync_members_from_team_lines()
elif 'members_ids' in vals:
self._sync_team_lines_from_members()
return res
class ProjectTeamLine(models.Model):
_name = 'project.team.line'
_description = 'Project Team Line'
_rec_name = 'project_id'
project_id = fields.Many2one('project.project', ondelete='cascade')
user_id = fields.Many2one('res.users')
employee_id = fields.Many2one(
'hr.employee',
compute="_compute_employee",
store=True
)
job_id = fields.Many2one(
'hr.job',
related='employee_id.job_id',
store=True
)
start_date = fields.Date()
end_date = fields.Date()
status = fields.Selection([
('not_started', 'Not Started'),
('in_progress', 'In Progress'),
('done', 'Completed')
], compute='_compute_status', inverse='_inverse_status', store=True, readonly=False)
can_edit_assignment = fields.Boolean(
compute='_compute_can_edit_assignment',
string='Can Edit Assignment'
)
# ------------------------
# COMPUTE EMPLOYEE
# ------------------------
@api.depends('user_id')
def _compute_employee(self):
for rec in self:
rec.employee_id = self.env['hr.employee'].search([
('user_id', '=', rec.user_id.id)
], limit=1)
@api.depends('start_date', 'end_date')
def _compute_status(self):
today = fields.Date.context_today(self)
for rec in self:
if rec.end_date and rec.end_date < today:
rec.status = 'done'
elif rec.start_date and rec.start_date > today:
rec.status = 'not_started'
else:
rec.status = 'in_progress'
@api.depends('project_id.user_id', 'project_id.project_lead')
def _compute_can_edit_assignment(self):
current_user = self.env.user
for rec in self:
project = rec.project_id
rec.can_edit_assignment = bool(
self.env.is_superuser()
or (project and project.user_id == current_user)
or (project and 'project_lead' in project._fields and project.project_lead == current_user) or (current_user.has_group("project.group_project_manager"))
)
def _inverse_status(self):
# Allow manual edits to the stored computed field.
# When start/end dates change later, compute will refresh it again.
return True
def _check_manager_access(self):
if self.env.is_superuser():
return
unauthorized = self.filtered(lambda rec: not rec.can_edit_assignment)
if unauthorized:
raise ValidationError(_("Only the related project manager can update team assignment dates or status."))
# ------------------------
# SYNC BENCH
# ------------------------
def _sync_bench(self):
# Bench data is read live from SQL view / computed fields,
# so there is no separate sync model to refresh here.
return True
# ------------------------
# CREATE
# ------------------------
@api.model_create_multi
def create(self, vals_list):
if not self.env.is_superuser():
for vals in vals_list:
project_id = vals.get('project_id')
if project_id:
project = self.env['project.project'].browse(project_id)
if not (
project.user_id == self.env.user
or ('project_lead' in project._fields and project.project_lead == self.env.user)
):
raise ValidationError(_("Only the related project manager can add team assignments."))
records = super().create(vals_list)
records._sync_bench()
records.mapped('project_id')._sync_members_from_team_lines()
return records
# ------------------------
# WRITE
# ------------------------
def write(self, vals):
if any(key in vals for key in ('status', 'start_date', 'end_date', 'user_id', 'project_id')):
self._check_manager_access()
projects = self.mapped('project_id')
res = super().write(vals)
self._sync_bench()
if any(key in vals for key in ('user_id', 'project_id')):
(projects | self.mapped('project_id'))._sync_members_from_team_lines()
return res
# ------------------------
# UNLINK
# ------------------------
def unlink(self):
projects = self.mapped('project_id')
self._check_manager_access()
res = super().unlink()
self._sync_bench()
projects._sync_members_from_team_lines()
return res

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@ -0,0 +1,3 @@
id,name,model_id:id,group_id,perm_read,perm_write,perm_create,perm_unlink
access_project_team_line,project.team.line,model_project_team_line,,1,1,1,1
access_bench_management_line,bench.management.line,model_bench_management_line,,1,1,1,1
1 id name model_id:id group_id perm_read perm_write perm_create perm_unlink
2 access_project_team_line project.team.line model_project_team_line 1 1 1 1
3 access_bench_management_line bench.management.line model_bench_management_line 1 1 1 1

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@ -0,0 +1,252 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="view_bench_management_tree" model="ir.ui.view">
<field name="name">bench.management.line.list</field>
<field name="model">bench.management.line</field>
<field name="arch" type="xml">
<list string="Bench Management">
<field name="employee_id"/>
<field name="job_id"/>
<field name="status"/>
<field name="limited_project_line_ids" widget="many2many_tags" options="{'color_field': 'line_status_color'}"/>
<field name="active_project_count"/>
<field name="future_project_count"/>
<field name="completed_project_count"/>
</list>
</field>
</record>
<record id="view_bench_management_search" model="ir.ui.view">
<field name="name">bench.management.line.search</field>
<field name="model">bench.management.line</field>
<field name="arch" type="xml">
<search string="Bench Management">
<field name="employee_id"/>
<field name="job_id"/>
<field name="status"/>
<filter name="filter_bench" string="Bench" domain="[('status', '=', 'bench')]"/>
<filter name="filter_partial" string="Partially Available" domain="[('status', '=', 'partial')]"/>
<filter name="filter_full" string="Fully Allocated" domain="[('status', '=', 'full')]"/>
<group expand="0" string="Group By">
<filter name="group_by_status" string="Status" context="{'group_by': 'status'}"/>
<filter name="group_by_job" string="Job Position" context="{'group_by': 'job_id'}"/>
</group>
</search>
</field>
</record>
<record id="view_bench_management_form" model="ir.ui.view">
<field name="name">bench.management.line.form</field>
<field name="model">bench.management.line</field>
<field name="arch" type="xml">
<form string="Bench Management">
<sheet>
<group>
<field name="employee_id"/>
<field name="job_id"/>
<field name="status"/>
</group>
<group string="Project Information">
<field name="project_line_ids" nolabel="1" readonly="0">
<list create="0" delete="0" editable="bottom">
<field name="project_id" readonly="1"/>
<field name="can_edit_assignment" column_invisible="1"/>
<field name="status" readonly="not can_edit_assignment"/>
<field name="start_date" readonly="not can_edit_assignment"/>
<field name="end_date" readonly="not can_edit_assignment"/>
<field name="job_id" optional="hide" readonly="1"/>
</list>
</field>
</group>
</sheet>
</form>
</field>
</record>
<record id="view_bench_management_kanban" model="ir.ui.view">
<field name="name">bench.management.line.kanban</field>
<field name="model">bench.management.line</field>
<field name="arch" type="xml">
<kanban class="o_kanban_mobile">
<field name="employee_id"/>
<field name="job_id"/>
<field name="status"/>
<field name="limited_project_line_ids"/>
<field name="project_count"/>
<field name="active_project_count"/>
<field name="future_project_count"/>
<field name="completed_project_count"/>
<field name="project_names_tooltip"/>
<templates>
<t t-name="kanban-box">
<div class="oe_kanban_card oe_kanban_global_click"
style="border-radius:16px;border:1px solid #dbe4ee;background:linear-gradient(180deg, #ffffff 0%, #f8fafc 100%);padding:16px;min-height:260px;box-shadow:0 8px 24px rgba(15, 23, 42, 0.06);">
<!-- Header -->
<div class="d-flex align-items-center mb-3">
<img t-att-src="'/web/image/hr.employee/' + record.employee_id.raw_value + '/avatar_128'"
style="
width:42px;
height:42px;
border-radius:50%;
object-fit:cover;
margin-right:10px;
"/>
<div>
<div style="
font-size:16px;
font-weight:600;
color:#1f2937;
">
<field name="employee_id"/>
</div>
<div style="
font-size:12px;
color:#6b7280;
">
<field name="job_id"/>
</div>
</div>
</div>
<!-- Status -->
<div class="mb-3 d-flex align-items-center justify-content-between">
<t t-if="record.status.raw_value == 'bench'">
<span style="
background:#e2e8f0;
color:#334155;
padding:5px 10px;
border-radius:20px;
font-size:11px;
font-weight:600;
">
Bench
</span>
</t>
<t t-if="record.status.raw_value == 'partial'">
<span style="
background:#fef3c7;
color:#92400e;
padding:5px 10px;
border-radius:20px;
font-size:11px;
font-weight:600;
">
Partially Available
</span>
</t>
<t t-if="record.status.raw_value == 'full'">
<span style="
background:#dcfce7;
color:#166534;
padding:5px 10px;
border-radius:20px;
font-size:11px;
font-weight:600;
">
Fully Allocated
</span>
</t>
<div style="font-size:11px;color:#64748b;">
<t t-out="record.active_project_count.raw_value"/> Active
</div>
</div>
<div class="d-flex gap-2 mb-3" style="gap:8px;">
<div style="flex:1;border:1px solid #e2e8f0;border-radius:12px;padding:8px 10px;background:#ffffff;">
<div style="font-size:10px;color:#64748b;text-transform:uppercase;">Current</div>
<div style="font-size:18px;font-weight:700;color:#0f172a;">
<t t-out="record.active_project_count.raw_value"/>
</div>
</div>
<div style="flex:1;border:1px solid #e2e8f0;border-radius:12px;padding:8px 10px;background:#ffffff;">
<div style="font-size:10px;color:#64748b;text-transform:uppercase;">Upcoming</div>
<div style="font-size:18px;font-weight:700;color:#0f172a;">
<t t-out="record.future_project_count.raw_value"/>
</div>
</div>
<div style="flex:1;border:1px solid #e2e8f0;border-radius:12px;padding:8px 10px;background:#ffffff;">
<div style="font-size:10px;color:#64748b;text-transform:uppercase;">Completed</div>
<div style="font-size:18px;font-weight:700;color:#0f172a;">
<t t-out="record.completed_project_count.raw_value"/>
</div>
</div>
</div>
<!-- Project Info -->
<div t-if="record.project_count.raw_value"
style="border-top:1px solid #f3f4f6;padding-top:12px;">
<div style="
font-size:13px;
font-weight:600;
color:#374151;
margin-bottom:8px;
">
Projects
</div>
<div t-att-title="record.project_names_tooltip.raw_value"
style="max-height:48px;overflow:hidden;">
<field name="limited_project_line_ids"
widget="many2many_tags"
options="{'no_create': True, 'no_create_edit': True, 'no_open': True, 'color_field': 'line_status_color'}"/>
</div>
<t t-if="record.project_count.raw_value &gt; 3">
<div t-att-title="record.project_names_tooltip.raw_value"
style="margin-top:8px;font-size:11px;color:#2563eb;font-weight:600;">
+ <t t-out="record.project_count.raw_value - 3"/> more
</div>
</t>
</div>
</div>
</t>
</templates>
</kanban>
</field>
</record>
<record id="action_bench_management" model="ir.actions.act_window">
<field name="name">Bench Management</field>
<field name="res_model">bench.management.line</field>
<field name="view_mode">kanban,list,form</field>
<field name="domain">[('company_id', 'in', allowed_company_ids)]</field>
<field name="search_view_id" ref="view_bench_management_search"/>
</record>
<menuitem id="menu_bench_management"
name="Employee Bench"
parent="hr.menu_hr_root"
action="action_bench_management"
sequence="3"/>
</odoo>

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<?xml version="1.0" encoding="UTF-8" ?>
<odoo>
<record id="project_project_inherit_form_view2_inherit" model="ir.ui.view">
<field name="name">project.project.inherit.form.view.inherit</field>
<field name="model">project.project</field>
<field name="inherit_id" ref="project_task_timesheet_extended.project_project_inherit_form_view2"/>
<field name="arch" type="xml">
<xpath expr="//form" position="inside">
<field name="can_manage_team_lines" invisible="1"/>
</xpath>
<xpath expr="//page[@name='team']/group[field[@name='members_ids']]" position="after">
<group string="Project Team Details">
<field name="team_line_ids" nolabel="1" readonly="not can_manage_team_lines">
<list editable="bottom">
<field name="user_id" string="Employee Name"/>
<field name="employee_id" string="Employee" readonly="1" column_invisible="1" invisible="1"/>
<field name="job_id" string="Job Position"/>
<field name="project_id" column_invisible="1"/>
<field name="can_edit_assignment" column_invisible="1"/>
<field name="start_date" string="Start Date" readonly="not can_edit_assignment"/>
<field name="end_date" string="End date" readonly="not can_edit_assignment"/>
<field name="status" string="Status" readonly="not can_edit_assignment"/>
</list>
</field>
</group>
</xpath>
</field>
</record>
</odoo>

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

View File

@ -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"],
},
}

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

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@ -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)

View File

@ -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))

View File

@ -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>

View File

@ -1,2 +1,3 @@
from . import models from . import models
from . import wizards from . import wizards
from . import controllers

View File

@ -34,7 +34,7 @@
'version': '0.1', 'version': '0.1',
# any module necessary for this one to work correctly # any module necessary for this one to work correctly
'depends': ['base','hr','hr_payroll','hr_employee_extended'], 'depends': ['base','hr','hr_payroll','hr_employee_extended','l10n_in_hr_payroll'],
# always loaded # always loaded
'data': [ 'data': [
@ -48,12 +48,15 @@
'report/report_action.xml', 'report/report_action.xml',
'report/it_tax_template.xml', 'report/it_tax_template.xml',
'views/it_tax_menu_and_wizard_view.xml', 'views/it_tax_menu_and_wizard_view.xml',
'views/employee_payslip_download_wizard_views.xml',
'wizards/hr_tds_calculation.xml',
'wizards/children_education_costing.xml', 'wizards/children_education_costing.xml',
'wizards/employee_life_insurance.xml', 'wizards/employee_life_insurance.xml',
'wizards/nsc_declaration.xml', 'wizards/nsc_declaration.xml',
'wizards/self_occupied_property.xml', 'wizards/self_occupied_property.xml',
'wizards/letout_house_property.xml', 'wizards/letout_house_property.xml',
'wizards/nsc_income_loss.xml', 'wizards/nsc_income_loss.xml',
'data/default_investment_types.xml',
# 'views/it_investment_type.xml', # 'views/it_investment_type.xml',
# 'views/it_investment_costing.xml' # 'views/it_investment_costing.xml'
], ],

View File

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

View File

@ -0,0 +1,63 @@
import io
import zipfile
from odoo import _
from odoo.exceptions import AccessError, UserError
from odoo.http import Controller, content_disposition, request, route
class EmployeePayslipDownloadController(Controller):
@route('/employee_it_declaration/my_payslips/<int:wizard_id>', type='http', auth='user')
def download_my_payslips(self, wizard_id, **kwargs):
wizard = request.env['employee.payslip.download.wizard'].browse(wizard_id)
if not wizard.exists() or wizard.create_uid != request.env.user:
return request.not_found()
try:
payslips = wizard._get_payslips_for_download()
except (AccessError, UserError):
return request.not_found()
if wizard.download_type == 'single':
payslip = payslips[:1]
report, pdf_content = wizard._get_pdf_content(payslip)
headers = [
('Content-Type', 'application/pdf'),
('Content-Length', len(pdf_content)),
('Content-Disposition', content_disposition(wizard._get_pdf_filename(payslip, report))),
]
return request.make_response(pdf_content, headers=headers)
zip_buffer = io.BytesIO()
used_filenames = set()
with zipfile.ZipFile(zip_buffer, 'w', compression=zipfile.ZIP_DEFLATED) as payslip_zip:
for payslip in payslips:
report, pdf_content = wizard._get_pdf_content(payslip)
filename = self._deduplicate_filename(wizard._get_pdf_filename(payslip, report), used_filenames)
payslip_zip.writestr(filename, pdf_content)
zip_content = zip_buffer.getvalue()
headers = [
('Content-Type', 'application/zip'),
('Content-Length', len(zip_content)),
('Content-Disposition', content_disposition(wizard._get_zip_filename())),
]
return request.make_response(zip_content, headers=headers)
@staticmethod
def _deduplicate_filename(filename, used_filenames):
if filename not in used_filenames:
used_filenames.add(filename)
return filename
stem, extension = filename.rsplit('.', 1) if '.' in filename else (filename, '')
counter = 2
while True:
candidate = _('%(stem)s (%(counter)s)', stem=stem, counter=counter)
if extension:
candidate = '%s.%s' % (candidate, extension)
if candidate not in used_filenames:
used_filenames.add(candidate)
return candidate
counter += 1

View File

@ -0,0 +1,579 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo noupdate="0">
<record id="investment_type_past_employment" model="it.investment.type">
<field name="sequence">5</field>
<field name="investment_type">past_employment</field>
<field name="regime">both</field>
</record>
<record id="investment_type_us80c" model="it.investment.type">
<field name="sequence">10</field>
<field name="investment_type">us_80c</field>
<field name="regime">both</field>
</record>
<record id="investment_type_us80d" model="it.investment.type">
<field name="sequence">20</field>
<field name="investment_type">us_80d</field>
<field name="regime">both</field>
</record>
<record id="investment_type_us10" model="it.investment.type">
<field name="sequence">30</field>
<field name="investment_type">us_10</field>
<field name="regime">both</field>
</record>
<record id="investment_type_us80g" model="it.investment.type">
<field name="sequence">40</field>
<field name="investment_type">us_80g</field>
<field name="regime">both</field>
</record>
<record id="investment_type_chapter_via" model="it.investment.type">
<field name="sequence">50</field>
<field name="investment_type">chapter_via</field>
<field name="regime">both</field>
</record>
<record id="investment_type_us17" model="it.investment.type">
<field name="sequence">60</field>
<field name="investment_type">us_17</field>
<field name="regime">both</field>
</record>
<record id="investment_type_house_rent" model="it.investment.type">
<field name="sequence">70</field>
<field name="investment_type">house_rent</field>
<field name="regime">old</field>
</record>
<record id="investment_type_other_income_loss" model="it.investment.type">
<field name="sequence">80</field>
<field name="investment_type">other_i_or_l</field>
<field name="regime">both</field>
</record>
<record id="investment_type_other_declaration" model="it.investment.type">
<field name="sequence">90</field>
<field name="investment_type">other_declaration</field>
<field name="regime">both</field>
</record>
<!-- Past Employment: required for periods before 2026-2027, configurable on Payroll Periods -->
<record id="past_emp_total_income" model="past_employment.investment.type">
<field name="sequence">10</field>
<field name="name">Previous Employer Total Income (Gross Salary + Any Other Income)</field>
<field name="investment_type" ref="investment_type_past_employment"/>
<field name="investment_code">PETI</field>
<field name="tax_regime">both</field>
</record>
<record id="past_emp_us10_lta_exemption" model="past_employment.investment.type">
<field name="sequence">20</field>
<field name="name">Previous Employer LESS: US10 LTA exemption</field>
<field name="investment_type" ref="investment_type_past_employment"/>
<field name="investment_code">PELTA</field>
<field name="tax_regime">old</field>
</record>
<record id="past_emp_us10_gratuity_exemption" model="past_employment.investment.type">
<field name="sequence">30</field>
<field name="name">Previous Employer LESS: US10 Gratuity exemption</field>
<field name="investment_type" ref="investment_type_past_employment"/>
<field name="investment_code">PEGRAT</field>
<field name="tax_regime">old</field>
</record>
<record id="past_emp_us10_leave_encashment_exemption" model="past_employment.investment.type">
<field name="sequence">40</field>
<field name="name">Previous Employer LESS: US10 Leave encashment exemption</field>
<field name="investment_type" ref="investment_type_past_employment"/>
<field name="investment_code">PELEAV</field>
<field name="tax_regime">old</field>
</record>
<record id="past_emp_us10_others_exemption" model="past_employment.investment.type">
<field name="sequence">50</field>
<field name="name">Previous Employer LESS: US10 Others (HRAUniformWashingetc)</field>
<field name="investment_type" ref="investment_type_past_employment"/>
<field name="investment_code">PEOTH</field>
<field name="tax_regime">old</field>
</record>
<record id="past_emp_prof_tax" model="past_employment.investment.type">
<field name="sequence">60</field>
<field name="name">Previous Employer Prof.Tax</field>
<field name="investment_type" ref="investment_type_past_employment"/>
<field name="investment_code">PEPROF</field>
<field name="tax_regime">old</field>
</record>
<record id="past_emp_standard_deduction" model="past_employment.investment.type">
<field name="sequence">70</field>
<field name="name">Previous Employer Standard Deduction Benefit Claimed</field>
<field name="investment_type" ref="investment_type_past_employment"/>
<field name="investment_code">PESTD</field>
<field name="tax_regime">old</field>
</record>
<record id="past_emp_invest_us80c" model="past_employment.investment.type">
<field name="sequence">80</field>
<field name="name">Previous Employer Invest US 80C</field>
<field name="investment_type" ref="investment_type_past_employment"/>
<field name="investment_code">PEIUSC</field>
<field name="tax_regime">old</field>
</record>
<record id="past_emp_chapter_via" model="past_employment.investment.type">
<field name="sequence">90</field>
<field name="name">Previous Employer Chapter IVAUS80CCCothers</field>
<field name="investment_type" ref="investment_type_past_employment"/>
<field name="investment_code">PECHAP</field>
<field name="tax_regime">old</field>
</record>
<record id="past_emp_net_taxable_income" model="past_employment.investment.type">
<field name="sequence">100</field>
<field name="name">Net Taxable Income</field>
<field name="investment_type" ref="investment_type_past_employment"/>
<field name="investment_code">PENET</field>
<field name="compute_method">1</field>
<field name="compute_code">PETI - PELTA - PEGRAT - PELEAV - PEOTH - PEPROF - PESTD - PEIUSC - PECHAP</field>
<field name="tax_regime">old</field>
</record>
<record id="past_emp_taxable_income_after_exemption" model="past_employment.investment.type">
<field name="sequence">110</field>
<field name="name">Previous Employer Taxable Income After Exemption (Gross - US10 - Chapter VIA US80C) Except Prof.Tax</field>
<field name="investment_type" ref="investment_type_past_employment"/>
<field name="investment_code">PEAFT</field>
<field name="compute_method">1</field>
<field name="compute_code">PETI - PELTA - PEGRAT - PELEAV - PEOTH - PEIUSC - PECHAP</field>
<field name="tax_regime">both</field>
</record>
<record id="past_emp_tax" model="past_employment.investment.type">
<field name="sequence">120</field>
<field name="name">Previous Employer Tax</field>
<field name="investment_type" ref="investment_type_past_employment"/>
<field name="investment_code">PETAX</field>
<field name="tax_regime">old</field>
</record>
<record id="past_emp_surcharge" model="past_employment.investment.type">
<field name="sequence">130</field>
<field name="name">Previous Employer Surcharge</field>
<field name="investment_type" ref="investment_type_past_employment"/>
<field name="investment_code">PESUR</field>
<field name="tax_regime">old</field>
</record>
<record id="past_emp_cess" model="past_employment.investment.type">
<field name="sequence">140</field>
<field name="name">Previous Employer Cess</field>
<field name="investment_type" ref="investment_type_past_employment"/>
<field name="investment_code">PECESS</field>
<field name="tax_regime">old</field>
</record>
<record id="past_emp_tds_deduction" model="past_employment.investment.type">
<field name="sequence">150</field>
<field name="name">Previous Employer TDS Deduction</field>
<field name="investment_type" ref="investment_type_past_employment"/>
<field name="investment_code">PETDS</field>
<field name="tax_regime">old</field>
</record>
<record id="past_emp_hra_exemptions" model="past_employment.investment.type">
<field name="sequence">160</field>
<field name="name">Previous Employer House Rent Allowance Exemptions</field>
<field name="investment_type" ref="investment_type_past_employment"/>
<field name="investment_code">PEHRA</field>
<field name="tax_regime">old</field>
</record>
<record id="past_emp_conveyance_exemptions" model="past_employment.investment.type">
<field name="sequence">170</field>
<field name="name">Previous Employer Conveyance Exemptions</field>
<field name="investment_type" ref="investment_type_past_employment"/>
<field name="investment_code">PECON</field>
<field name="tax_regime">old</field>
</record>
<record id="past_emp_medical_reimbursement_exemptions" model="past_employment.investment.type">
<field name="sequence">180</field>
<field name="name">Previous Employer Medical Reimbursement Exemptions</field>
<field name="investment_type" ref="investment_type_past_employment"/>
<field name="investment_code">PEMED</field>
<field name="tax_regime">old</field>
</record>
<record id="past_emp_lta_exemption" model="past_employment.investment.type">
<field name="sequence">190</field>
<field name="name">Previous Employer LTA Exemption</field>
<field name="investment_type" ref="investment_type_past_employment"/>
<field name="investment_code">PELT2</field>
<field name="tax_regime">old</field>
</record>
<record id="past_emp_children_exemption" model="past_employment.investment.type">
<field name="sequence">200</field>
<field name="name">Previous Employer Children Exemption</field>
<field name="investment_type" ref="investment_type_past_employment"/>
<field name="investment_code">PECHLD</field>
<field name="tax_regime">old</field>
</record>
<record id="past_emp_other_exemption" model="past_employment.investment.type">
<field name="sequence">210</field>
<field name="name">Previous Employer other Exemption</field>
<field name="investment_type" ref="investment_type_past_employment"/>
<field name="investment_code">PEOT2</field>
<field name="tax_regime">old</field>
</record>
<record id="past_emp_infra_exemption" model="past_employment.investment.type">
<field name="sequence">220</field>
<field name="name">Previous Employer Infra exemption</field>
<field name="investment_type" ref="investment_type_past_employment"/>
<field name="investment_code">PEINF</field>
<field name="tax_regime">old</field>
</record>
<record id="past_emp_gratuity_received" model="past_employment.investment.type">
<field name="sequence">230</field>
<field name="name">Previous Employer Gratuity Received</field>
<field name="investment_type" ref="investment_type_past_employment"/>
<field name="investment_code">PEGR2</field>
<field name="tax_regime">old</field>
</record>
<!-- US 80C: Old regime deductions -->
<record id="us80c_nps_employee" model="us80c.investment.type">
<field name="sequence">10</field>
<field name="name">US 80CCD(1) - Contribution to NPS Scheme (10% of salary)</field>
<field name="investment_type" ref="investment_type_us80c"/>
<field name="investment_code">C80NPS</field>
<field name="limit">150000</field>
<field name="tax_regime">old</field>
</record>
<record id="us80c_elss" model="us80c.investment.type">
<field name="sequence">20</field>
<field name="name">Mutual Fund - Equity Linked Savings Scheme (ELSS)</field>
<field name="investment_type" ref="investment_type_us80c"/>
<field name="investment_code">C80ELSS</field>
<field name="limit">150000</field>
<field name="tax_regime">old</field>
</record>
<record id="us80c_pension_funds" model="us80c.investment.type">
<field name="sequence">30</field>
<field name="name">US 80CCC - Pension Funds</field>
<field name="investment_type" ref="investment_type_us80c"/>
<field name="investment_code">C80PEN</field>
<field name="limit">150000</field>
<field name="tax_regime">old</field>
</record>
<record id="us80c_children_education_fees" model="us80c.investment.type">
<field name="sequence">40</field>
<field name="name">Children Education Fees</field>
<field name="investment_type" ref="investment_type_us80c"/>
<field name="investment_code">C80EDU</field>
<field name="require_action">1</field>
<field name="action_id" ref="action_children_education"/>
<field name="limit">150000</field>
<field name="tax_regime">old</field>
</record>
<record id="us80c_ppf" model="us80c.investment.type">
<field name="sequence">50</field>
<field name="name">Public Provident Fund (PPF)</field>
<field name="investment_type" ref="investment_type_us80c"/>
<field name="investment_code">C80PPF</field>
<field name="limit">150000</field>
<field name="tax_regime">old</field>
</record>
<record id="us80c_lic_premiums" model="us80c.investment.type">
<field name="sequence">60</field>
<field name="name">LIC - Life Insurance Premiums</field>
<field name="investment_type" ref="investment_type_us80c"/>
<field name="investment_code">C80LIC</field>
<field name="require_action">1</field>
<field name="action_id" ref="action_us80c_insurance_line"/>
<field name="limit">150000</field>
<field name="tax_regime">old</field>
</record>
<record id="us80c_nsc" model="us80c.investment.type">
<field name="sequence">70</field>
<field name="name">National Savings Certificate (NSC)</field>
<field name="investment_type" ref="investment_type_us80c"/>
<field name="investment_code">C80NSC</field>
<field name="require_action">1</field>
<field name="action_id" ref="action_nsc_declaration_line"/>
<field name="limit">150000</field>
<field name="tax_regime">old</field>
</record>
<record id="us80c_ulip" model="us80c.investment.type">
<field name="sequence">80</field>
<field name="name">Unit linked Insurance Plan (ULIP)</field>
<field name="investment_type" ref="investment_type_us80c"/>
<field name="investment_code">C80ULIP</field>
<field name="limit">150000</field>
<field name="tax_regime">old</field>
</record>
<record id="us80c_five_year_bank_fd" model="us80c.investment.type">
<field name="sequence">90</field>
<field name="name">5-Yr bank fixed deposits (FDs)</field>
<field name="investment_type" ref="investment_type_us80c"/>
<field name="investment_code">C80FD5</field>
<field name="limit">150000</field>
<field name="tax_regime">old</field>
</record>
<record id="us80c_post_office_time_deposit" model="us80c.investment.type">
<field name="sequence">100</field>
<field name="name">5-Yr post office time deposit (POTD) scheme</field>
<field name="investment_type" ref="investment_type_us80c"/>
<field name="investment_code">C80POT</field>
<field name="limit">150000</field>
<field name="tax_regime">old</field>
</record>
<record id="us80c_home_loan_principal" model="us80c.investment.type">
<field name="sequence">110</field>
<field name="name">Certificate provided for Home Loan Principal Repayment</field>
<field name="investment_type" ref="investment_type_us80c"/>
<field name="investment_code">C80HLP</field>
<field name="limit">150000</field>
<field name="tax_regime">old</field>
</record>
<record id="us80c_infrastructure_fund" model="us80c.investment.type">
<field name="sequence">120</field>
<field name="name">Infrastructure Fund</field>
<field name="investment_type" ref="investment_type_us80c"/>
<field name="investment_code">C80INF</field>
<field name="limit">150000</field>
<field name="tax_regime">old</field>
</record>
<record id="us80c_nabard_rural_bonds" model="us80c.investment.type">
<field name="sequence">130</field>
<field name="name">NABARD rural bonds</field>
<field name="investment_type" ref="investment_type_us80c"/>
<field name="investment_code">C80NRB</field>
<field name="limit">150000</field>
<field name="tax_regime">old</field>
</record>
<record id="us80c_pf" model="us80c.investment.type">
<field name="sequence">140</field>
<field name="name">Provident Fund (PF)</field>
<field name="investment_type" ref="investment_type_us80c"/>
<field name="investment_code">C80PF</field>
<field name="tax_regime">old</field>
</record>
<record id="us80c_scss" model="us80c.investment.type">
<field name="sequence">150</field>
<field name="name">Senior Citizen Savings Scheme 2004 (SCSS)</field>
<field name="investment_type" ref="investment_type_us80c"/>
<field name="investment_code">C80SCS</field>
<field name="limit">150000</field>
<field name="tax_regime">old</field>
</record>
<record id="us80c_stamp_duty_registration" model="us80c.investment.type">
<field name="sequence">160</field>
<field name="name">Stamp Duty and Registration Charges for a home</field>
<field name="investment_type" ref="investment_type_us80c"/>
<field name="investment_code">C80SDR</field>
<field name="limit">150000</field>
<field name="tax_regime">old</field>
</record>
<record id="us80c_superannuation" model="us80c.investment.type">
<field name="sequence">170</field>
<field name="name">Superannuation</field>
<field name="investment_type" ref="investment_type_us80c"/>
<field name="investment_code">C80SUP</field>
<field name="limit">150000</field>
<field name="tax_regime">old</field>
</record>
<record id="us80c_vpf" model="us80c.investment.type">
<field name="sequence">180</field>
<field name="name">Voluntary Provident Fund (VPF)</field>
<field name="investment_type" ref="investment_type_us80c"/>
<field name="investment_code">C80VPF</field>
<field name="tax_regime">old</field>
</record>
<record id="us80c_sukanya_samriddhi" model="us80c.investment.type">
<field name="sequence">190</field>
<field name="name">Sukanya Samriddhi Scheme</field>
<field name="investment_type" ref="investment_type_us80c"/>
<field name="investment_code">C80SSS</field>
<field name="tax_regime">old</field>
</record>
<!-- US 80D: Old regime deductions -->
<record id="us80d_medical_insurance_self" model="us80d.investment.type">
<field name="sequence">10</field>
<field name="name">US 80D - Medical Insurance Premium Self</field>
<field name="investment_type" ref="investment_type_us80d"/>
<field name="for_family">1</field>
<field name="limit">25000</field>
<field name="tax_regime">old</field>
</record>
<record id="us80d_preventive_health_checkup_self" model="us80d.investment.type">
<field name="sequence">20</field>
<field name="name">US 80D - Preventive Health Checkup (Self)</field>
<field name="investment_type" ref="investment_type_us80d"/>
<field name="for_family">1</field>
<field name="limit">5000</field>
<field name="tax_regime">old</field>
</record>
<record id="us80d_medical_insurance_parents_below_60" model="us80d.investment.type">
<field name="sequence">30</field>
<field name="name">US 80D - Medical Insurance Premium Parents below 60 years</field>
<field name="investment_type" ref="investment_type_us80d"/>
<field name="for_parents">1</field>
<field name="limit">25000</field>
<field name="tax_regime">old</field>
</record>
<record id="us80d_medical_insurance_senior_parents" model="us80d.investment.type">
<field name="sequence">40</field>
<field name="name">US 80D - Medical Insurance Premium Parents (Senior Citizen)</field>
<field name="investment_type" ref="investment_type_us80d"/>
<field name="for_senior_parent">1</field>
<field name="limit">50000</field>
<field name="tax_regime">old</field>
</record>
<record id="us80d_medical_expenditure_very_senior" model="us80d.investment.type">
<field name="sequence">50</field>
<field name="name">US 80D - Medical Insurance Expenditure Very Senior Citizen</field>
<field name="investment_type" ref="investment_type_us80d"/>
<field name="for_senior_parent">1</field>
<field name="limit">50000</field>
<field name="tax_regime">old</field>
</record>
<!-- US 10: Old regime exemptions -->
<record id="us10_children_education_allowance" model="us10.investment.type">
<field name="sequence">10</field>
<field name="name">Children Education Allowance Exemptions</field>
<field name="investment_type" ref="investment_type_us10"/>
<field name="limit">72000</field>
<field name="tax_regime">old</field>
</record>
<record id="us10_retrenchment_exemptions" model="us10.investment.type">
<field name="sequence">20</field>
<field name="name">Retrenchment Exemptions</field>
<field name="investment_type" ref="investment_type_us10"/>
<field name="limit">500000</field>
<field name="tax_regime">old</field>
</record>
<record id="us10_leave_travel_allowance" model="us10.investment.type">
<field name="sequence">30</field>
<field name="name">Leave Travel Allowance Exemptions</field>
<field name="investment_type" ref="investment_type_us10"/>
<field name="tax_regime">old</field>
</record>
<record id="us10_medical_reimbursement" model="us10.investment.type">
<field name="sequence">40</field>
<field name="name">Medical Reimbursement Exemptions</field>
<field name="investment_type" ref="investment_type_us10"/>
<field name="tax_regime">old</field>
</record>
<record id="us10_uniform_allowance" model="us10.investment.type">
<field name="sequence">50</field>
<field name="name">Uniform Allowance US10</field>
<field name="investment_type" ref="investment_type_us10"/>
<field name="tax_regime">old</field>
</record>
<!-- US 80G: Old regime donations -->
<record id="us80g_donations" model="us80g.investment.type"><field name="sequence">10</field><field name="name">US 80G - Donations</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_national_defence_fund" model="us80g.investment.type"><field name="sequence">20</field><field name="name">01-National Defence Fund</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_pm_national_relief_fund" model="us80g.investment.type"><field name="sequence">30</field><field name="name">02-PM's National Relief Fund</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_pm_armenia_earthquake_relief_fund" model="us80g.investment.type"><field name="sequence">40</field><field name="name">03-PM's Armenia Earthquake Relief Fund</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_africa_public_contributions_india_fund" model="us80g.investment.type"><field name="sequence">50</field><field name="name">04-Africa (Public Contributions - India) Fund</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_national_foundation_communal_harmony" model="us80g.investment.type"><field name="sequence">60</field><field name="name">05-National Foundation for Communal Harmony</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_university_national_eminence" model="us80g.investment.type"><field name="sequence">70</field><field name="name">06-University/Educational Institution of National Eminence</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_maharashtra_cm_earthquake_relief_fund" model="us80g.investment.type"><field name="sequence">80</field><field name="name">07-Maharashtra CM's Earthquake relief Fund</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_zila_saksharta_samiti" model="us80g.investment.type"><field name="sequence">90</field><field name="name">08-Zila Saksharta Samiti</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_national_blood_transfusion_council" model="us80g.investment.type"><field name="sequence">100</field><field name="name">10-The National Blood Transfusion Council</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_state_medical_relief_fund" model="us80g.investment.type"><field name="sequence">110</field><field name="name">11-State Government medical relief to the poor</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_army_central_welfare_fund" model="us80g.investment.type"><field name="sequence">120</field><field name="name">12-The Army Central Welfare Fund</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_indian_naval_benevolent_fund" model="us80g.investment.type"><field name="sequence">130</field><field name="name">13-The Indian Naval Benevolent Fund</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_air_force_central_welfare_fund" model="us80g.investment.type"><field name="sequence">140</field><field name="name">14-The Air Force Central Welfare Fund</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_andhra_cm_cyclone_relief_fund_1996" model="us80g.investment.type"><field name="sequence">150</field><field name="name">15-Andhra Pradesh CM's Cyclone Relief Fund 1996</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_national_illness_assistance_fund" model="us80g.investment.type"><field name="sequence">160</field><field name="name">16-National Illness Assistance Fund</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_cm_relief_fund_state" model="us80g.investment.type"><field name="sequence">170</field><field name="name">17-The CM's Relief Fund of any State</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_lg_relief_fund_union_territory" model="us80g.investment.type"><field name="sequence">180</field><field name="name">18-Lt. Governor's Relief Fund - Union Territory</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_national_sports_fund_central" model="us80g.investment.type"><field name="sequence">190</field><field name="name">19-National sports Fund - Central Government</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_national_cultural_fund_central" model="us80g.investment.type"><field name="sequence">200</field><field name="name">20-National Cultural Fund - Central Government</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_fund_technology_development_central" model="us80g.investment.type"><field name="sequence">210</field><field name="name">21-Fund for Tech Devt - Central Government</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_welfare_persons_disabilities" model="us80g.investment.type"><field name="sequence">220</field><field name="name">22-Welfare of persons with Disabilities</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_ay_trust_fund" model="us80g.investment.type"><field name="sequence">230</field><field name="name">23-Any Trust, institution or Fund covered under section 80G providing relief to the victims of earthquake in Gujarat, provided such donation is made between 26/01/2001 to 30/09/2001</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_pm_drought_relief_fund" model="us80g.investment.type"><field name="sequence">240</field><field name="name">25-Prime Minister's Drought Relief Fund</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_family_planning" model="us80g.investment.type"><field name="sequence">250</field><field name="name">29-For promoting family planning</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_olympic_association" model="us80g.investment.type"><field name="sequence">260</field><field name="name">30-To any Olympic Association or to any other association or institution established in India and notified by the Central Government for Development of infrastructure of sports and Games, or sponsorship for sports or Games</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_slum_dwellers" model="us80g.investment.type"><field name="sequence">270</field><field name="name">31-For other than promoting family planning</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_charitable_trust_approval" model="us80g.investment.type"><field name="sequence">280</field><field name="name">32-Institutions/Charitable Trust with 80G approval</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_improvement_cities_towns_villages" model="us80g.investment.type"><field name="sequence">290</field><field name="name">33-For improvement of cities, towns or villages</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_corporation_minority" model="us80g.investment.type"><field name="sequence">300</field><field name="name">34-Corporation-Promoting Interests in Minority</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_renovation_notified_places_temples" model="us80g.investment.type"><field name="sequence">310</field><field name="name">35-For renovation-Notified Places like Temples</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_national_childrens_fund" model="us80g.investment.type"><field name="sequence">320</field><field name="name">36-National Children's Fund</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_swachh_bharat_kosh" model="us80g.investment.type"><field name="sequence">330</field><field name="name">37-Swachh Bharat Kosh</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_clean_ganga_fund" model="us80g.investment.type"><field name="sequence">340</field><field name="name">38-Clean Ganga Fund</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<record id="us80g_drug_abuse_control_fund" model="us80g.investment.type"><field name="sequence">350</field><field name="name">39-National Fund for Control of Drug Abuse</field><field name="investment_type" ref="investment_type_us80g"/><field name="tax_regime">old</field></record>
<!-- Chapter VIA: old regime deductions plus allowed new-regime employer NPS -->
<record id="chapter_via_rgess" model="chapter.via.investment.type"><field name="sequence">10</field><field name="name">US 80CCG - Investments in RGESS</field><field name="investment_type" ref="investment_type_chapter_via"/><field name="limit">25000</field><field name="tax_regime">old</field></record>
<record id="chapter_via_80ddb_medical_treatment" model="chapter.via.investment.type"><field name="sequence">20</field><field name="name">US 80DDB - Maintenance Including medical treatment</field><field name="investment_type" ref="investment_type_chapter_via"/><field name="limit">125000</field><field name="tax_regime">old</field></record>
<record id="chapter_via_80ddb_non_senior" model="chapter.via.investment.type"><field name="sequence">30</field><field name="name">US 80DDB - Medical treatment for non senior citizens</field><field name="investment_type" ref="investment_type_chapter_via"/><field name="limit">40000</field><field name="tax_regime">old</field></record>
<record id="chapter_via_80ddbs_senior" model="chapter.via.investment.type"><field name="sequence">40</field><field name="name">US 80DDBS - Medical treatment for senior citizens</field><field name="investment_type" ref="investment_type_chapter_via"/><field name="limit">100000</field><field name="tax_regime">old</field></record>
<record id="chapter_via_80e_higher_education" model="chapter.via.investment.type"><field name="sequence">50</field><field name="name">US 80E - Higher education</field><field name="investment_type" ref="investment_type_chapter_via"/><field name="tax_regime">old</field></record>
<record id="chapter_via_80ee_home_loan_interest" model="chapter.via.investment.type"><field name="sequence">60</field><field name="name">US 80EE - Interest Paid On Home Loan</field><field name="investment_type" ref="investment_type_chapter_via"/><field name="limit">50000</field><field name="tax_regime">old</field></record>
<record id="chapter_via_80gg_house_rent" model="chapter.via.investment.type"><field name="sequence">70</field><field name="name">US 80GG - House Rent Exemption</field><field name="investment_type" ref="investment_type_chapter_via"/><field name="limit">60000</field><field name="tax_regime">old</field></record>
<record id="chapter_via_us24_home_loan_interest" model="chapter.via.investment.type"><field name="sequence">80</field><field name="name">US 24 - Certificate provided for Interest Paid On Home Loan</field><field name="investment_type" ref="investment_type_chapter_via"/><field name="limit">200000</field><field name="tax_regime">old</field></record>
<record id="chapter_via_us24_first_time_buyer" model="chapter.via.investment.type"><field name="sequence">90</field><field name="name">US 24 - Interest Paid On Home Loan (First time buyer)</field><field name="investment_type" ref="investment_type_chapter_via"/><field name="limit">50000</field><field name="tax_regime">old</field></record>
<record id="chapter_via_us24_letout_property" model="chapter.via.investment.type"><field name="sequence">100</field><field name="name">US 24 - Interest Paid On Home Loan For Let Out Property</field><field name="investment_type" ref="investment_type_chapter_via"/><field name="limit">200000</field><field name="tax_regime">old</field></record>
<record id="chapter_via_us24_before_april_1999" model="chapter.via.investment.type"><field name="sequence">110</field><field name="name">US 24 - Interest Paid On Loan Before 1st April 1999</field><field name="investment_type" ref="investment_type_chapter_via"/><field name="limit">30000</field><field name="tax_regime">old</field></record>
<record id="chapter_via_80ccd_employee_contribution" model="chapter.via.investment.type"><field name="sequence">120</field><field name="name">US 80CCD - National Pension Scheme (Employee Contribution)</field><field name="investment_type" ref="investment_type_chapter_via"/><field name="limit">50000</field><field name="tax_regime">old</field></record>
<record id="chapter_via_80ccd2_employer_contribution" model="chapter.via.investment.type"><field name="sequence">130</field><field name="name">US 80CCD (2) - National Pension Scheme (Employer Contribution)</field><field name="investment_type" ref="investment_type_chapter_via"/><field name="tax_regime">both</field></record>
<record id="chapter_via_80ccg_outside_nps_employer" model="chapter.via.investment.type"><field name="sequence">140</field><field name="name">US 80CCG Outside National Pension Scheme (Employee Contribution)</field><field name="investment_type" ref="investment_type_chapter_via"/><field name="limit">50000</field><field name="tax_regime">old</field></record>
<record id="chapter_via_80ccf_infra_bonds" model="chapter.via.investment.type"><field name="sequence">150</field><field name="name">US 80CCF - Long term Infrastructure bonds</field><field name="investment_type" ref="investment_type_chapter_via"/><field name="tax_regime">old</field></record>
<record id="chapter_via_80qqb_royalty_books" model="chapter.via.investment.type"><field name="sequence">160</field><field name="name">US 80QQB - Royalty on Books</field><field name="investment_type" ref="investment_type_chapter_via"/><field name="limit">300000</field><field name="tax_regime">old</field></record>
<record id="chapter_via_80rrb_royalty_patents" model="chapter.via.investment.type"><field name="sequence">170</field><field name="name">US 80RRB - Royalty on patents</field><field name="investment_type" ref="investment_type_chapter_via"/><field name="limit">300000</field><field name="tax_regime">old</field></record>
<record id="chapter_via_80tta_saving_interest" model="chapter.via.investment.type"><field name="sequence">180</field><field name="name">US 80TTA - Interest on Saving accounts</field><field name="investment_type" ref="investment_type_chapter_via"/><field name="limit">10000</field><field name="tax_regime">old</field></record>
<record id="chapter_via_80u_disability" model="chapter.via.investment.type"><field name="sequence">190</field><field name="name">US 80U - Disability</field><field name="investment_type" ref="investment_type_chapter_via"/><field name="limit">125000</field><field name="tax_regime">old</field></record>
<record id="chapter_via_80ttb_senior_interest" model="chapter.via.investment.type"><field name="sequence">200</field><field name="name">US80TTB - For Senior Citizen, exempt Interest from FDs, Post Office</field><field name="investment_type" ref="investment_type_chapter_via"/><field name="limit">50000</field><field name="tax_regime">old</field></record>
<record id="chapter_via_80eea_home_loan" model="chapter.via.investment.type"><field name="sequence">210</field><field name="name">US80EEA - Home Loans Taken on Self-Occupied House Property BY 31-Mar-2020</field><field name="investment_type" ref="investment_type_chapter_via"/><field name="limit">150000</field><field name="tax_regime">old</field></record>
<record id="chapter_via_80eeb_electric_vehicle" model="chapter.via.investment.type"><field name="sequence">220</field><field name="name">US80EEB - ELECTRONIC VEHICLE EXEMPTION</field><field name="investment_type" ref="investment_type_chapter_via"/><field name="limit">150000</field><field name="tax_regime">old</field></record>
<!-- US 17: Old regime reimbursements and allowances -->
<record id="us17_academic_allowance" model="us17.investment.type"><field name="sequence">10</field><field name="name">Academic Allowance</field><field name="investment_type" ref="investment_type_us17"/><field name="tax_regime">old</field></record>
<record id="us17_helper_allowance" model="us17.investment.type"><field name="sequence">20</field><field name="name">Helper Allowance</field><field name="investment_type" ref="investment_type_us17"/><field name="tax_regime">old</field></record>
<record id="us17_petrol_allowance" model="us17.investment.type"><field name="sequence">30</field><field name="name">Petrol Allowance</field><field name="investment_type" ref="investment_type_us17"/><field name="tax_regime">old</field></record>
<record id="us17_utility_reimbursement" model="us17.investment.type"><field name="sequence">40</field><field name="name">Utility Reimbursement</field><field name="investment_type" ref="investment_type_us17"/><field name="tax_regime">old</field></record>
<record id="us17_books_proofs" model="us17.investment.type"><field name="sequence">50</field><field name="name">Books Proofs</field><field name="investment_type" ref="investment_type_us17"/><field name="tax_regime">old</field></record>
<record id="us17_car_maintenance_reimbursement" model="us17.investment.type"><field name="sequence">60</field><field name="name">Car Maintenance Reimbursement</field><field name="investment_type" ref="investment_type_us17"/><field name="tax_regime">old</field></record>
<record id="us17_car_maintenance_small_car" model="us17.investment.type"><field name="sequence">70</field><field name="name">Car Maintenance - Small Upto 1600 CC</field><field name="investment_type" ref="investment_type_us17"/><field name="tax_regime">old</field></record>
<record id="us17_cell_phone_proofs" model="us17.investment.type"><field name="sequence">80</field><field name="name">Cell Phone Proofs</field><field name="investment_type" ref="investment_type_us17"/><field name="tax_regime">old</field></record>
<record id="us17_conveyance_proofs" model="us17.investment.type"><field name="sequence">90</field><field name="name">Conveyance Proofs</field><field name="investment_type" ref="investment_type_us17"/><field name="tax_regime">old</field></record>
<record id="us17_driver_salary_reimbursement" model="us17.investment.type"><field name="sequence">100</field><field name="name">Driver Salary Reimbursement</field><field name="investment_type" ref="investment_type_us17"/><field name="tax_regime">old</field></record>
<record id="us17_driver_salary_reimbursement_small_car" model="us17.investment.type"><field name="sequence">110</field><field name="name">Driver Salary Reimbursement - Small Car Upto 1600 CC</field><field name="investment_type" ref="investment_type_us17"/><field name="tax_regime">old</field></record>
<record id="us17_driver_proofs" model="us17.investment.type"><field name="sequence">120</field><field name="name">Driver Proofs</field><field name="investment_type" ref="investment_type_us17"/><field name="limit">36000</field><field name="tax_regime">both</field></record>
<record id="us17_driver_petrol_car_maintenance" model="us17.investment.type"><field name="sequence">130</field><field name="name">Driver, Petrol &amp; Car Maintenance Proofs</field><field name="investment_type" ref="investment_type_us17"/><field name="tax_regime">both</field></record>
<record id="us17_petrol_car_maintenance" model="us17.investment.type"><field name="sequence">140</field><field name="name">Petrol &amp; Car Maintenance Proofs</field><field name="investment_type" ref="investment_type_us17"/><field name="limit">84000</field><field name="tax_regime">both</field></record>
<record id="us17_entertainment_proofs" model="us17.investment.type"><field name="sequence">150</field><field name="name">Entertainment Proofs</field><field name="investment_type" ref="investment_type_us17"/><field name="tax_regime">old</field></record>
<record id="us17_fuel_reimbursement" model="us17.investment.type"><field name="sequence">160</field><field name="name">Fuel Reimbursement</field><field name="investment_type" ref="investment_type_us17"/><field name="tax_regime">old</field></record>
<record id="us17_general_other_reimbursement" model="us17.investment.type"><field name="sequence">170</field><field name="name">General Other Reimbursement</field><field name="investment_type" ref="investment_type_us17"/><field name="tax_regime">old</field></record>
<record id="us17_gift_reimbursement" model="us17.investment.type"><field name="sequence">180</field><field name="name">Gift Reimbursement</field><field name="investment_type" ref="investment_type_us17"/><field name="tax_regime">old</field></record>
<record id="us17_internet_reimbursement" model="us17.investment.type"><field name="sequence">190</field><field name="name">Internet Reimbursement</field><field name="investment_type" ref="investment_type_us17"/><field name="tax_regime">old</field></record>
<record id="us17_journal_reimbursement" model="us17.investment.type"><field name="sequence">200</field><field name="name">Journal Reimbursement</field><field name="investment_type" ref="investment_type_us17"/><field name="tax_regime">old</field></record>
<record id="us17_maintenance_reimbursement" model="us17.investment.type"><field name="sequence">210</field><field name="name">Maintenance Reimbursement</field><field name="investment_type" ref="investment_type_us17"/><field name="tax_regime">old</field></record>
<record id="us17_meal_proofs" model="us17.investment.type"><field name="sequence">220</field><field name="name">Meal Proofs</field><field name="investment_type" ref="investment_type_us17"/><field name="tax_regime">old</field></record>
<record id="us17_news_paper_proofs" model="us17.investment.type"><field name="sequence">230</field><field name="name">News Paper Proofs</field><field name="investment_type" ref="investment_type_us17"/><field name="tax_regime">old</field></record>
<record id="us17_parking_proofs" model="us17.investment.type"><field name="sequence">240</field><field name="name">Parking Proofs</field><field name="investment_type" ref="investment_type_us17"/><field name="tax_regime">both</field></record>
<record id="us17_telephone_allowance" model="us17.investment.type"><field name="sequence">250</field><field name="name">Telephone Allowance</field><field name="investment_type" ref="investment_type_us17"/><field name="tax_regime">old</field></record>
<record id="us17_toll_proofs" model="us17.investment.type"><field name="sequence">260</field><field name="name">Toll Proofs</field><field name="investment_type" ref="investment_type_us17"/><field name="tax_regime">both</field></record>
<record id="us17_uniform_reimbursement" model="us17.investment.type"><field name="sequence">270</field><field name="name">Uniform Reimbursement</field><field name="investment_type" ref="investment_type_us17"/><field name="tax_regime">old</field></record>
<!-- Other income/loss: both-regime taxable income plus old-regime details -->
<record id="other_il_self_occupied_house_property" model="other.il.investment.type"><field name="sequence">10</field><field name="name">Self occupied house property U/S 24</field><field name="investment_type" ref="investment_type_other_income_loss"/><field name="require_action">1</field><field name="action_id" ref="action_self_occupied_property"/><field name="tax_regime">old</field></record>
<record id="other_il_bank_interest" model="other.il.investment.type"><field name="sequence">20</field><field name="name">Bank Interest</field><field name="investment_type" ref="investment_type_other_income_loss"/><field name="tax_regime">old</field></record>
<record id="other_il_debenture_interest" model="other.il.investment.type"><field name="sequence">30</field><field name="name">Debenture Interest</field><field name="investment_type" ref="investment_type_other_income_loss"/><field name="tax_regime">old</field></record>
<record id="other_il_external_income_others" model="other.il.investment.type"><field name="sequence">40</field><field name="name">External Income Others</field><field name="investment_type" ref="investment_type_other_income_loss"/><field name="tax_regime">old</field></record>
<record id="other_il_income_let_out_house_property" model="other.il.investment.type"><field name="sequence">50</field><field name="name">Income on Let Out House Property</field><field name="investment_type" ref="investment_type_other_income_loss"/><field name="require_action">1</field><field name="action_id" ref="action_letout_house_property"/><field name="tax_regime">both</field></record>
<record id="other_il_loss_let_out_house_property" model="other.il.investment.type"><field name="sequence">60</field><field name="name">Loss on Let Out House Property</field><field name="investment_type" ref="investment_type_other_income_loss"/><field name="limit">-200000</field><field name="tax_regime">old</field></record>
<record id="other_il_interest_nsc_80i" model="other.il.investment.type"><field name="sequence">70</field><field name="name">Interest on NSC (80 I)</field><field name="investment_type" ref="investment_type_other_income_loss"/><field name="require_action">1</field><field name="action_id" ref="action_nsc_interest_line"/><field name="tax_regime">old</field></record>
<record id="other_il_previous_employer_tax_free_income" model="other.il.investment.type"><field name="sequence">80</field><field name="name">Previous Employer Tax free other income</field><field name="investment_type" ref="investment_type_other_income_loss"/><field name="tax_regime">old</field></record>
<record id="other_il_fully_taxable_income" model="other.il.investment.type"><field name="sequence">90</field><field name="name">Fully Taxable Income</field><field name="investment_type" ref="investment_type_other_income_loss"/><field name="tax_regime">old</field></record>
<record id="other_il_fully_taxable_other_income" model="other.il.investment.type"><field name="sequence">100</field><field name="name">Fully Taxable Other Income</field><field name="investment_type" ref="investment_type_other_income_loss"/><field name="tax_regime">both</field></record>
<record id="other_il_external_inc_var_percentage" model="other.il.investment.type"><field name="sequence">110</field><field name="name">EXTERNAL_INC_VAR_PERCENTAGE</field><field name="investment_type" ref="investment_type_other_income_loss"/><field name="tax_regime">old</field></record>
<record id="other_il_previous_employer_other_income" model="other.il.investment.type"><field name="sequence">120</field><field name="name">Previous Employer Other Income</field><field name="investment_type" ref="investment_type_other_income_loss"/><field name="tax_regime">old</field></record>
<!-- Other declarations: old regime supporting values -->
<record id="other_declaration_medical_insurance_manual_input" model="other.declaration.investment.type">
<field name="sequence">10</field>
<field name="name">Medical Insurance Premium Manual Input</field>
<field name="investment_type" ref="investment_type_other_declaration"/>
<field name="tax_regime">old</field>
</record>
<record id="other_declaration_hostel_going_children" model="other.declaration.investment.type">
<field name="sequence">20</field>
<field name="name">Number of Hostel going children</field>
<field name="investment_type" ref="investment_type_other_declaration"/>
<field name="limit">2</field>
<field name="tax_regime">old</field>
</record>
<record id="other_declaration_school_going_children" model="other.declaration.investment.type">
<field name="sequence">30</field>
<field name="name">Number of school going children</field>
<field name="investment_type" ref="investment_type_other_declaration"/>
<field name="limit">2</field>
<field name="tax_regime">old</field>
</record>
</odoo>

View File

@ -1,7 +1,8 @@
from . import payroll_periods from . import payroll_periods
from . import investment_types from . import investment_types
from . import investment_costings
from . import emp_it_declaration from . import emp_it_declaration
from . import investment_costings
from . import slab_master from . import slab_master
from . import it_tax_statement from . import it_tax_statement
from . import it_tax_statement_wiz from . import it_tax_statement_wiz
from . import employee_payslip_download_wiz

View File

@ -1,7 +1,39 @@
from urllib.parse import urlencode
from odoo import models, fields, api, _ from odoo import models, fields, api, _
from odoo.exceptions import ValidationError from odoo.exceptions import UserError
from datetime import datetime, timedelta
import calendar
class ITDeclarationSubmittedLockMixin(models.AbstractModel):
_name = 'it.declaration.submitted.lock.mixin'
_description = 'IT Declaration Submitted Lock Mixin'
def _get_related_it_declarations(self):
if 'it_declaration_id' in self._fields:
return self.mapped('it_declaration_id')
if 'child_education_id' in self._fields:
return self.mapped('child_education_id.it_declaration_id')
if 'parent_id' in self._fields:
return self.mapped('parent_id.it_declaration_id')
return self.env['emp.it.declaration']
def _check_it_declaration_is_editable(self):
if any(declaration.state == 'submitted' for declaration in self._get_related_it_declarations()):
raise UserError(_('Submitted IT declarations are read-only. Return the declaration to draft before editing it.'))
@api.model_create_multi
def create(self, vals_list):
records = super().create(vals_list)
records._check_it_declaration_is_editable()
return records
def write(self, vals):
self._check_it_declaration_is_editable()
return super().write(vals)
def unlink(self):
self._check_it_declaration_is_editable()
return super().unlink()
class EmpITDeclaration(models.Model): class EmpITDeclaration(models.Model):
@ -41,14 +73,47 @@ class EmpITDeclaration(models.Model):
('new', 'New Regime'), ('new', 'New Regime'),
('old', 'Old Regime') ('old', 'Old Regime')
], string="Tax Regime", required=True, default='new') ], string="Tax Regime", required=True, default='new')
state = fields.Selection([
('draft', 'Draft'),
('submitted', 'Submitted'),
], string="Status", default='draft', required=True, copy=False)
return_reason = fields.Text(string="Return Reason", copy=False)
is_payroll_manager = fields.Boolean(compute='_compute_is_payroll_manager')
total_investment = fields.Float(string='Total Investment') total_investment = fields.Float(string='Total Investment')
costing_details_generated = fields.Boolean(default=False) costing_details_generated = fields.Boolean(default=False)
investment_costing_ids = fields.One2many('investment.costings','it_declaration_id') investment_costing_ids = fields.One2many('investment.costings','it_declaration_id')
visible_investment_costing_ids = fields.Many2many(
'investment.costings',
compute='_compute_visible_investment_costing_ids',
string='Visible Investment Costings',
)
house_rent_costing_id = fields.Many2one('investment.costings', compute="_compute_investment_costing") house_rent_costing_id = fields.Many2one('investment.costings', compute="_compute_investment_costing")
is_section_open = fields.Boolean() is_section_open = fields.Boolean()
def _compute_is_payroll_manager(self):
is_manager = self.env.user.has_group('hr_payroll.group_hr_payroll_manager')
for rec in self:
rec.is_payroll_manager = is_manager
def _check_submitted_write_allowed(self, vals):
protected_vals = set(vals) - {'state', 'return_reason'}
submitted_records = self.filtered(lambda rec: rec.state == 'submitted')
if submitted_records and protected_vals:
raise UserError(_('Submitted IT declarations are read-only. Return the declaration to draft before editing it.'))
if submitted_records and set(vals) & {'state', 'return_reason'} and not self.env.user.has_group('hr_payroll.group_hr_payroll_manager'):
raise UserError(_('Only a Payroll Manager can return a submitted IT declaration.'))
def write(self, vals):
self._check_submitted_write_allowed(vals)
return super().write(vals)
def unlink(self):
if any(rec.state == 'submitted' for rec in self):
raise UserError(_('Submitted IT declarations cannot be deleted.'))
return super().unlink()
@api.depends('costing_details_generated','investment_costing_ids') @api.depends('costing_details_generated','investment_costing_ids')
def _compute_investment_costing(self): def _compute_investment_costing(self):
for rec in self: for rec in self:
@ -58,82 +123,250 @@ class EmpITDeclaration(models.Model):
)[:1] )[:1]
else: else:
rec.house_rent_costing_id = False rec.house_rent_costing_id = False
@api.depends(
'investment_costing_ids',
'investment_costing_ids.investment_type_id',
'investment_costing_ids.investment_type_id.active',
'period_id',
'tax_regime',
)
def _compute_visible_investment_costing_ids(self):
for rec in self:
visible_investment_type_ids = rec._get_visible_investment_types().ids
rec.visible_investment_costing_ids = rec.investment_costing_ids.filtered(
lambda costing: costing.investment_type_id
and costing.investment_type_id.id in visible_investment_type_ids
)
past_employment_costings = fields.One2many('past_employment.costing.type','it_declaration_id',domain=[('investment_type_line_id.tax_regime', 'in', ['old', 'both'])]) past_employment_costings = fields.One2many('past_employment.costing.type','it_declaration_id',domain=[('investment_type_line_id.tax_regime', 'in', ['old', 'both'])])
past_employment_costings_new = fields.One2many('past_employment.costing.type','it_declaration_id',domain=[('investment_type_line_id.tax_regime', 'in', ['new', 'both'])]) past_employment_costings_new = fields.One2many('past_employment.costing.type','it_declaration_id',domain=[('investment_type_line_id.tax_regime', 'in', ['new', 'both'])])
us80c_costings = fields.One2many('us80c.costing.type','it_declaration_id') us80c_costings = fields.One2many('us80c.costing.type','it_declaration_id',domain=[('investment_type_line_id.tax_regime', 'in', ['old', 'both'])])
us80c_costings_new = fields.One2many('us80c.costing.type','it_declaration_id',domain=[('investment_type_line_id.tax_regime', 'in', ['new', 'both'])])
us80d_selection_type = fields.Selection([('self_family','Self-family'),('self_family_parent','Self-family and parent'),('self_family_senior_parent','Self-family and senior parent')], default='self_family',required=True) us80d_selection_type = fields.Selection([('self_family','Self-family'),('self_family_parent','Self-family and parent'),('self_family_senior_parent','Self-family and senior parent')], default='self_family',required=True)
us80d_health_checkup = fields.Boolean(string='Preventive Health Checkup') us80d_health_checkup = fields.Boolean(string='Preventive Health Checkup')
us80d_costings = fields.One2many('us80d.costing.type','it_declaration_id',domain=[('investment_type_line_id.for_family','=',True),('investment_type_line_id.for_parents','=',False),('investment_type_line_id.for_senior_parent','=',False)]) us80d_costings = fields.One2many('us80d.costing.type','it_declaration_id',domain=[('investment_type_line_id.for_family','=',True),('investment_type_line_id.for_parents','=',False),('investment_type_line_id.for_senior_parent','=',False),('investment_type_line_id.tax_regime', 'in', ['old', 'both'])])
us80d_costings_parents = fields.One2many('us80d.costing.type','it_declaration_id',domain=['|',('investment_type_line_id.for_family','=',True),('investment_type_line_id.for_parents','=',True),('investment_type_line_id.for_senior_parent','=',False)]) us80d_costings_new = fields.One2many('us80d.costing.type','it_declaration_id',domain=[('investment_type_line_id.for_family','=',True),('investment_type_line_id.for_parents','=',False),('investment_type_line_id.for_senior_parent','=',False),('investment_type_line_id.tax_regime', 'in', ['new', 'both'])])
us80d_costings_senior_parents = fields.One2many('us80d.costing.type','it_declaration_id',domain=['|','|',('investment_type_line_id.for_family','=',True),('investment_type_line_id.for_parents','=',True),('investment_type_line_id.for_senior_parent','=',True)]) us80d_costings_parents = fields.One2many('us80d.costing.type','it_declaration_id',domain=['|',('investment_type_line_id.for_family','=',True),('investment_type_line_id.for_parents','=',True),('investment_type_line_id.for_senior_parent','=',False),('investment_type_line_id.tax_regime', 'in', ['old', 'both'])])
us80d_costings_parents_new = fields.One2many('us80d.costing.type','it_declaration_id',domain=['|',('investment_type_line_id.for_family','=',True),('investment_type_line_id.for_parents','=',True),('investment_type_line_id.for_senior_parent','=',False),('investment_type_line_id.tax_regime', 'in', ['new', 'both'])])
us80d_costings_senior_parents = fields.One2many('us80d.costing.type','it_declaration_id',domain=['|','|',('investment_type_line_id.for_family','=',True),('investment_type_line_id.for_parents','=',True),('investment_type_line_id.for_senior_parent','=',True),('investment_type_line_id.tax_regime', 'in', ['old', 'both'])])
us80d_costings_senior_parents_new = fields.One2many('us80d.costing.type','it_declaration_id',domain=['|','|',('investment_type_line_id.for_family','=',True),('investment_type_line_id.for_parents','=',True),('investment_type_line_id.for_senior_parent','=',True),('investment_type_line_id.tax_regime', 'in', ['new', 'both'])])
us10_costings = fields.One2many('us10.costing.type','it_declaration_id') us10_costings = fields.One2many('us10.costing.type','it_declaration_id',domain=[('investment_type_line_id.tax_regime', 'in', ['old', 'both'])])
us80g_costings = fields.One2many('us80g.costing.type','it_declaration_id') us10_costings_new = fields.One2many('us10.costing.type','it_declaration_id',domain=[('investment_type_line_id.tax_regime', 'in', ['new', 'both'])])
us80g_costings = fields.One2many('us80g.costing.type','it_declaration_id',domain=[('investment_type_line_id.tax_regime', 'in', ['old', 'both'])])
us80g_costings_new = fields.One2many('us80g.costing.type','it_declaration_id',domain=[('investment_type_line_id.tax_regime', 'in', ['new', 'both'])])
chapter_via_costings = fields.One2many('chapter.via.costing.type','it_declaration_id',domain=[('investment_type_line_id.tax_regime', 'in', ['old', 'both'])]) chapter_via_costings = fields.One2many('chapter.via.costing.type','it_declaration_id',domain=[('investment_type_line_id.tax_regime', 'in', ['old', 'both'])])
chapter_via_costings_new = fields.One2many('chapter.via.costing.type','it_declaration_id',domain=[('investment_type_line_id.tax_regime', 'in', ['new', 'both'])]) chapter_via_costings_new = fields.One2many('chapter.via.costing.type','it_declaration_id',domain=[('investment_type_line_id.tax_regime', 'in', ['new', 'both'])])
us17_costings = fields.One2many('us17.costing.type','it_declaration_id') us17_costings = fields.One2many('us17.costing.type','it_declaration_id',domain=[('investment_type_line_id.tax_regime', 'in', ['old', 'both'])])
us17_costings_new = fields.One2many('us17.costing.type','it_declaration_id',domain=[('investment_type_line_id.tax_regime', 'in', ['new', 'both'])])
house_rent_costings = fields.One2many('house.rent.declaration','it_declaration_id') house_rent_costings = fields.One2many('house.rent.declaration','it_declaration_id')
other_il_costings = fields.One2many('other.il.costing.type','it_declaration_id',domain=[('investment_type_line_id.tax_regime', 'in', ['old', 'both'])]) other_il_costings = fields.One2many('other.il.costing.type','it_declaration_id',domain=[('investment_type_line_id.tax_regime', 'in', ['old', 'both'])])
other_il_costings_new = fields.One2many('other.il.costing.type','it_declaration_id',domain=[('investment_type_line_id.tax_regime', 'in', ['new', 'both'])]) other_il_costings_new = fields.One2many('other.il.costing.type','it_declaration_id',domain=[('investment_type_line_id.tax_regime', 'in', ['new', 'both'])])
other_declaration_costings = fields.One2many('other.declaration.costing.type','it_declaration_id') other_declaration_costings = fields.One2many('other.declaration.costing.type','it_declaration_id',domain=[('investment_type_line_id.tax_regime', 'in', ['old', 'both'])])
other_declaration_costings_new = fields.One2many('other.declaration.costing.type','it_declaration_id',domain=[('investment_type_line_id.tax_regime', 'in', ['new', 'both'])])
show_past_employment = fields.Boolean(compute="_compute_show_records")
show_us_80c = fields.Boolean(compute="_compute_show_records")
show_us_80d = fields.Boolean(compute="_compute_show_records")
show_us_10 = fields.Boolean(compute="_compute_show_records")
show_us_80g = fields.Boolean(compute="_compute_show_records")
show_chapter_via = fields.Boolean(compute="_compute_show_records")
show_us_17 = fields.Boolean(compute="_compute_show_records")
show_house_rent = fields.Boolean(compute="_compute_show_records")
show_other_i_or_l = fields.Boolean(compute="_compute_show_records")
show_other_declaration = fields.Boolean(compute="_compute_show_records")
@api.model
def _investment_type_line_fields(self):
return {
'past_employment': 'past_employment_ids',
'us_80c': 'us80c_ids',
'us_80d': 'us80d_ids',
'us_10': 'us10_ids',
'us_80g': 'us80g_ids',
'chapter_via': 'chapter_via_ids',
'us_17': 'us17_ids',
'other_i_or_l': 'other_il_ids',
'other_declaration': 'other_declaration_ids',
}
def _get_available_investment_types(self):
self.ensure_one()
if not self.period_id:
return self.env['it.investment.type']
return self.env['it.investment.type'].sudo().search([
('active', '=', True),
'|',
('period_ids', 'in', self.period_id.id),
('period_ids', '=', False),
])
def _get_visible_investment_types(self):
self.ensure_one()
return self._get_available_investment_types().filtered(
lambda investment_type: self._is_investment_type_visible(investment_type)
)
@api.model
def _investment_type_generation_config(self):
return {
'past_employment': ('past_employment_ids', 'past_employment.costing.type'),
'us_80c': ('us80c_ids', 'us80c.costing.type'),
'us_80d': ('us80d_ids', 'us80d.costing.type'),
'us_10': ('us10_ids', 'us10.costing.type'),
'us_80g': ('us80g_ids', 'us80g.costing.type'),
'chapter_via': ('chapter_via_ids', 'chapter.via.costing.type'),
'us_17': ('us17_ids', 'us17.costing.type'),
'other_i_or_l': ('other_il_ids', 'other.il.costing.type'),
'other_declaration': ('other_declaration_ids', 'other.declaration.costing.type'),
}
def _get_regime_values(self):
self.ensure_one()
return ['old', 'both'] if self.tax_regime == 'old' else ['new', 'both']
def _get_regime_filtered_costings(self, field_name):
self.ensure_one()
return self[field_name].filtered(
lambda line: line.investment_type_line_id
and line.investment_type_line_id.tax_regime in self._get_regime_values()
)
def _ensure_investment_costing_records(self):
for rec in self:
available_investment_types = rec._get_available_investment_types()
generation_config = rec._investment_type_generation_config()
for inv_type in available_investment_types:
investment_costing = rec.investment_costing_ids.filtered(
lambda cost: cost.investment_type_id == inv_type
)[:1]
if not investment_costing:
investment_costing = self.env['investment.costings'].sudo().create({
'investment_type_id': inv_type.id,
'it_declaration_id': rec.id,
})
config = generation_config.get(inv_type.investment_type)
if not config:
continue
line_field, costing_model = config
active_lines = getattr(inv_type, line_field).filtered(lambda line: line.active)
existing_costings = self.env[costing_model].sudo().search([
('it_declaration_id', '=', rec.id),
('costing_type', '=', investment_costing.id),
])
existing_line_ids = set(existing_costings.mapped('investment_type_line_id').ids)
for investment_line in active_lines:
if investment_line.id in existing_line_ids:
continue
self.env[costing_model].sudo().create({
'costing_type': investment_costing.id,
'it_declaration_id': rec.id,
'investment_type_line_id': investment_line.id,
'limit': investment_line.limit,
})
def _update_investment_amounts(self):
for rec in self:
for investment_type in rec.investment_costing_ids:
if investment_type.investment_type_id.investment_type == 'past_employment':
costings = rec.past_employment_costings if rec.tax_regime == 'old' else rec.past_employment_costings_new
investment_type.amount = sum(
cost.declaration_amount
for cost in costings
if not cost.investment_type_line_id.compute_method
)
elif investment_type.investment_type_id.investment_type == 'us_80c':
costings = rec.us80c_costings if rec.tax_regime == 'old' else rec.us80c_costings_new
investment_type.amount = sum(
cost.declaration_amount
for cost in costings
if not cost.investment_type_line_id.compute_method
)
elif investment_type.investment_type_id.investment_type == 'us_80d':
if rec.us80d_selection_type == 'self_family':
costings = rec.us80d_costings if rec.tax_regime == 'old' else rec.us80d_costings_new
elif rec.us80d_selection_type == 'self_family_parent':
costings = rec.us80d_costings_parents if rec.tax_regime == 'old' else rec.us80d_costings_parents_new
else:
costings = rec.us80d_costings_senior_parents if rec.tax_regime == 'old' else rec.us80d_costings_senior_parents_new
investment_type.amount = sum(costings.mapped('declaration_amount') or [0])
elif investment_type.investment_type_id.investment_type == 'us_10':
costings = rec.us10_costings if rec.tax_regime == 'old' else rec.us10_costings_new
investment_type.amount = sum(costings.mapped('declaration_amount') or [0])
elif investment_type.investment_type_id.investment_type == 'us_80g':
costings = rec.us80g_costings if rec.tax_regime == 'old' else rec.us80g_costings_new
investment_type.amount = sum(costings.mapped('declaration_amount') or [0])
elif investment_type.investment_type_id.investment_type == 'chapter_via':
costings = rec.chapter_via_costings if rec.tax_regime == 'old' else rec.chapter_via_costings_new
investment_type.amount = sum(costings.mapped('declaration_amount') or [0])
elif investment_type.investment_type_id.investment_type == 'us_17':
costings = rec.us17_costings if rec.tax_regime == 'old' else rec.us17_costings_new
investment_type.amount = sum(costings.mapped('declaration_amount') or [0])
elif investment_type.investment_type_id.investment_type == 'house_rent':
investment_type.amount = sum(rec.house_rent_costings.mapped('rent_amount') or [0]) if rec.tax_regime == 'old' else 0
elif investment_type.investment_type_id.investment_type == 'other_i_or_l':
costings = rec.other_il_costings if rec.tax_regime == 'old' else rec.other_il_costings_new
investment_type.amount = sum(costings.mapped('declaration_amount') or [0])
elif investment_type.investment_type_id.investment_type == 'other_declaration':
costings = rec.other_declaration_costings if rec.tax_regime == 'old' else rec.other_declaration_costings_new
investment_type.amount = sum(costings.mapped('declaration_amount') or [0])
def _is_investment_type_visible(self, investment_type):
self.ensure_one()
if not investment_type or not investment_type.active:
return False
valid_regimes = ['old', 'both'] if self.tax_regime == 'old' else ['new', 'both']
if investment_type.regime not in valid_regimes:
return False
line_field = self._investment_type_line_fields().get(investment_type.investment_type)
if not line_field:
return True
return bool(getattr(investment_type, line_field).filtered(
lambda line: line.active and line.tax_regime in valid_regimes
))
@api.depends('period_id', 'tax_regime')
def _compute_show_records(self):
field_mapping = {
'past_employment': 'show_past_employment',
'us_80c': 'show_us_80c',
'us_80d': 'show_us_80d',
'us_10': 'show_us_10',
'us_80g': 'show_us_80g',
'chapter_via': 'show_chapter_via',
'us_17': 'show_us_17',
'house_rent': 'show_house_rent',
'other_i_or_l': 'show_other_i_or_l',
'other_declaration': 'show_other_declaration',
}
for rec in self:
visible_investment_types = rec._get_visible_investment_types()
for field_name in field_mapping.values():
rec[field_name] = False
for investment_type_key, field_name in field_mapping.items():
rec[field_name] = bool(visible_investment_types.filtered(
lambda inv: inv.investment_type == investment_type_key
))
def toggle_section_visibility(self): def toggle_section_visibility(self):
for rec in self: for rec in self:
rec.is_section_open = not rec.is_section_open rec.is_section_open = not rec.is_section_open
if rec.is_section_open: if rec.is_section_open:
for investment_type in rec.investment_costing_ids: if rec.costing_details_generated:
if investment_type.investment_type_id.investment_type == 'past_employment': rec._ensure_investment_costing_records()
if rec.tax_regime == 'old': rec._update_investment_amounts()
investment_type.amount = sum(
cost.declaration_amount
for cost in rec.past_employment_costings
if not cost.investment_type_line_id.compute_method
)
else:
investment_type.amount = sum(
cost.declaration_amount
for cost in rec.past_employment_costings_new
if not cost.investment_type_line_id.compute_method
)
elif investment_type.investment_type_id.investment_type == 'us_80c':
investment_type.amount = sum(
cost.declaration_amount
for cost in rec.us80c_costings
if not cost.investment_type_line_id.compute_method
) if rec.tax_regime == 'old' else 0
elif investment_type.investment_type_id.investment_type == 'us_80d':
if rec.us80d_selection_type == 'self_family':
investment_type.amount = sum(rec.us80d_costings.mapped('declaration_amount') or [0]) if rec.tax_regime == 'old' else 0
if rec.us80d_selection_type == 'self_family_parent':
investment_type.amount = sum(rec.us80d_costings_parents.mapped('declaration_amount') or [0]) if rec.tax_regime == 'old' else 0
if rec.us80d_selection_type == 'self_family_senior_parent':
investment_type.amount = sum(rec.us80d_costings_senior_parents.mapped('declaration_amount') or [0]) if rec.tax_regime == 'old' else 0
elif investment_type.investment_type_id.investment_type == 'us_10':
investment_type.amount = sum(rec.us10_costings.mapped('declaration_amount') or [0]) if rec.tax_regime == 'old' else 0
elif investment_type.investment_type_id.investment_type == 'us_80g':
investment_type.amount = sum(rec.us80g_costings.mapped('declaration_amount') or [0]) if rec.tax_regime == 'old' else 0
elif investment_type.investment_type_id.investment_type == 'chapter_via':
if rec.tax_regime == 'old':
investment_type.amount = sum(rec.chapter_via_costings.mapped('declaration_amount') or [0])
else:
investment_type.amount = sum(rec.chapter_via_costings_new.mapped('declaration_amount') or [0])
elif investment_type.investment_type_id.investment_type == 'us_17':
investment_type.amount = sum(rec.us17_costings.mapped('declaration_amount') or [0]) if rec.tax_regime == 'old' else 0
elif investment_type.investment_type_id.investment_type == 'house_rent':
investment_type.amount = sum(rec.house_rent_costings.mapped('rent_amount') or [0]) if rec.tax_regime == 'old' else 0
elif investment_type.investment_type_id.investment_type == 'other_i_or_l':
if rec.tax_regime == 'old':
investment_type.amount = sum(rec.other_il_costings.mapped('declaration_amount') or [0])
else:
investment_type.amount = sum(rec.other_il_costings_new.mapped('declaration_amount') or [0])
elif investment_type.investment_type_id.investment_type == 'other_declaration':
investment_type.amount = sum(rec.other_declaration_costings.mapped('declaration_amount') or [0]) if rec.tax_regime == 'old' else 0
@api.onchange('tax_regime') @api.onchange('tax_regime')
def _onchange_tax_regime(self): def _onchange_tax_regime(self):
if self.costing_details_generated:
self._ensure_investment_costing_records()
self._update_investment_amounts()
if self.tax_regime: if self.tax_regime:
# res = super(empITDeclaration, self).fields_get(allfields, attributes) # res = super(empITDeclaration, self).fields_get(allfields, attributes)
# self.fields_get() # self.fields_get()
@ -173,102 +406,158 @@ class EmpITDeclaration(models.Model):
def generate_declarations(self): def generate_declarations(self):
for rec in self: for rec in self:
investment_types = self.env['it.investment.type'].sudo().search([]) rec._ensure_investment_costing_records()
for inv_type in investment_types: rec._update_investment_amounts()
investment_costing = self.env['investment.costings'].sudo().create({ rec.costing_details_generated = True
'investment_type_id': inv_type.id,
'it_declaration_id': rec.id, def action_submit(self):
for rec in self:
rec._update_investment_amounts()
rec.write({
'state': 'submitted',
'return_reason': False,
})
def action_return_to_draft(self):
for rec in self:
if not self.env.user.has_group('hr_payroll.group_hr_payroll_manager'):
raise UserError(_('Only a Payroll Manager can return a submitted IT declaration.'))
if not rec.return_reason:
raise UserError(_('Please enter a return reason before returning the declaration to draft.'))
rec.state = 'draft'
def action_download_submission_pdf(self):
self.ensure_one()
if self.state != 'submitted':
raise UserError(_('You can download the IT declaration PDF only after it is submitted.'))
return self.env.ref('employee_it_declaration.action_report_it_tax_statement').report_action(self)
def _get_regime_label(self):
self.ensure_one()
return dict(self._fields['tax_regime'].selection).get(self.tax_regime, self.tax_regime)
def _get_binary_link(self, record, field_name, filename_field=False):
if not record or not record[field_name]:
return False
params = {
'model': record._name,
'id': record.id,
'field': field_name,
'download': 'true',
}
if filename_field:
params['filename_field'] = filename_field
return '/web/content?%s' % urlencode(params)
def _prepare_report_line(self, line):
name = line.investment_type_line_id.name if line.investment_type_line_id else ''
return {
'name': name,
'declaration_amount': line.declaration_amount,
'proof_amount': line.proof_amount,
'limit': line.limit,
'remarks': line.remarks,
'attachment_name': line.proof_name or _('Proof'),
'attachment_url': self._get_binary_link(line, 'proof', 'proof_name'),
}
def _get_report_sections(self):
self.ensure_one()
old_regime = self.tax_regime == 'old'
section_fields = [
(_('Past Employment'), 'past_employment_costings' if old_regime else 'past_employment_costings_new'),
(_('US 80C'), 'us80c_costings' if old_regime else 'us80c_costings_new'),
(_('US 80D'), {
'self_family': 'us80d_costings' if old_regime else 'us80d_costings_new',
'self_family_parent': 'us80d_costings_parents' if old_regime else 'us80d_costings_parents_new',
'self_family_senior_parent': 'us80d_costings_senior_parents' if old_regime else 'us80d_costings_senior_parents_new',
}[self.us80d_selection_type]),
(_('US 10'), 'us10_costings' if old_regime else 'us10_costings_new'),
(_('US 80G'), 'us80g_costings' if old_regime else 'us80g_costings_new'),
(_('Chapter VIA'), 'chapter_via_costings' if old_regime else 'chapter_via_costings_new'),
(_('US 17'), 'us17_costings' if old_regime else 'us17_costings_new'),
(_('Other Income / Loss'), 'other_il_costings' if old_regime else 'other_il_costings_new'),
(_('Other Declarations'), 'other_declaration_costings' if old_regime else 'other_declaration_costings_new'),
]
sections = []
for title, field_name in section_fields:
lines = self[field_name].filtered(lambda line: line.declaration_amount or line.proof_amount or line.remarks or line.proof)
if lines:
sections.append({
'title': title,
'lines': [self._prepare_report_line(line) for line in lines],
}) })
if inv_type.investment_type == 'past_employment': if old_regime and self.house_rent_costings:
past_emp_costing_ids = [ sections.append({
self.env['past_employment.costing.type'].sudo().create({ 'title': _('House Rent'),
'costing_type': investment_costing.id, 'house_rent': True,
'it_declaration_id': rec.id, 'lines': [{
'investment_type_line_id': investment_line.id, 'hra_exemption_type': dict(line._fields['hra_exemption_type'].selection).get(line.hra_exemption_type, ''),
'limit': investment_line.limit 'rent_amount': line.rent_amount,
}).id 'from_date': line.from_date,
for investment_line in inv_type.past_employment_ids 'to_date': line.to_date,
] 'landlord_pan_status': dict(line._fields['landlord_pan_status'].selection).get(line.landlord_pan_status, ''),
if inv_type.investment_type == 'us_80c': 'landlord_pan_no': line.landlord_pan_no,
'landlord_name_address': line.landlord_name_address,
'remarks': line.remarks,
'attachment_name': line.attachment_filename or _('Proof'),
'attachment_url': self._get_binary_link(line, 'attachment', 'attachment_filename'),
} for line in self.house_rent_costings],
})
return sections
us80c_costing_ids = [ def _get_report_extra_sections(self):
self.env['us80c.costing.type'].sudo().create({ self.ensure_one()
'costing_type': investment_costing.id, extra_sections = []
'it_declaration_id': rec.id, us80c_lines = self.us80c_costings if self.tax_regime == 'old' else self.us80c_costings_new
'investment_type_line_id': investment_line.id, other_il_lines = self.other_il_costings if self.tax_regime == 'old' else self.other_il_costings_new
'limit': investment_line.limit
}).id children_records = self.env['children.education'].sudo().search([('it_declaration_id', '=', self.id), ('us80c_id', 'in', us80c_lines.ids)])
for investment_line in inv_type.us80c_ids if children_records:
] extra_sections.append({
if inv_type.investment_type == 'us_80d': 'title': _('Children Education Details'),
us80d_costing_ids = [ 'headers': [_('Child'), _('Name'), _('Class / Grade'), _('School / College'), _('Tuition Fee')],
self.env['us80d.costing.type'].sudo().create({ 'rows': [[child.child_id, child.name, child.chile_class, child.organization, child.tuition_fee] for record in children_records for child in record.children_ids],
'costing_type': investment_costing.id, })
'it_declaration_id': rec.id,
'investment_type_line_id': investment_line.id, insurance_records = self.env['us80c.insurance.line'].sudo().search([('it_declaration_id', '=', self.id), ('us80c_id', 'in', us80c_lines.ids)])
'limit': investment_line.limit if insurance_records:
}).id extra_sections.append({
for investment_line in inv_type.us80d_ids 'title': _('Life Insurance Details'),
] 'headers': [_('Company'), _('Insured For'), _('Insured Name'), _('Policy No'), _('Premium'), _('Payment Date'), _('Exempt Amount')],
if inv_type.investment_type == 'us_10': 'rows': [[line.name_of_insurance_company, line.insured_in_favour_of, line.name_of_insured, line.policy_number, line.premium_amount, line.payment_date, line.exempt_amount] for record in insurance_records for line in record.life_insurance_ids],
us10_costing_ids = [ })
self.env['us10.costing.type'].sudo().create({
'costing_type': investment_costing.id, nsc_records = self.env['nsc.declaration.line'].sudo().search([('it_declaration_id', '=', self.id), ('us80c_id', 'in', us80c_lines.ids)])
'it_declaration_id': rec.id, if nsc_records:
'investment_type_line_id': investment_line.id, extra_sections.append({
'limit': investment_line.limit 'title': _('NSC Declaration Details'),
}).id 'headers': [_('NSC Number'), _('Amount'), _('Payment Date')],
for investment_line in inv_type.us10_ids 'rows': [[line.nsc_number, line.nsc_amount, line.nsc_payment_date] for record in nsc_records for line in record.nsc_entry_ids],
] })
if inv_type.investment_type == 'us_80g':
us80g_costing_ids = [ self_occupied_records = self.env['self.occupied.property'].sudo().search([('it_declaration_id', '=', self.id), ('other_il_id', 'in', other_il_lines.ids)])
self.env['us80g.costing.type'].sudo().create({ if self_occupied_records:
'costing_type': investment_costing.id, extra_sections.append({
'it_declaration_id': rec.id, 'title': _('Self Occupied Property Details'),
'investment_type_line_id': investment_line.id, 'headers': [_('Address'), _('Period From'), _('Period To'), _('Interest Paid'), _('Income / Loss'), _('Lender'), _('Lender PAN')],
'limit': investment_line.limit 'rows': [[record.address, record.period_from, record.period_to, record.interest_paid_to, record.income_loss, record.lender_name, record.lender_pan] for record in self_occupied_records],
}).id })
for investment_line in inv_type.us80g_ids
] letout_records = self.env['letout.house.property'].sudo().search([('it_declaration_id', '=', self.id), ('other_il_id', 'in', other_il_lines.ids)])
if inv_type.investment_type == 'chapter_via': if letout_records:
chapter_via_ids = [ extra_sections.append({
self.env['chapter.via.costing.type'].sudo().create({ 'title': _('Let-out House Property Details'),
'costing_type': investment_costing.id, 'headers': [_('Address'), _('Rent'), _('Property Tax'), _('Water Tax'), _('Interest Paid'), _('Income / Loss'), _('Lender'), _('Lender PAN')],
'it_declaration_id': rec.id, 'rows': [[record.address, record.rent_received, record.property_tax, record.water_tax, record.interest_paid_to, record.income_loss, record.lender_name, record.lender_pan] for record in letout_records],
'investment_type_line_id': investment_line.id, })
'limit': investment_line.limit
}).id nsc_interest_records = self.env['nsc.interest.line'].sudo().search([('it_declaration_id', '=', self.id), ('other_il_id', 'in', other_il_lines.ids)])
for investment_line in inv_type.chapter_via_ids if nsc_interest_records:
] extra_sections.append({
if inv_type.investment_type == 'us_17': 'title': _('NSC Interest Details'),
us17_costing_ids = [ 'headers': [_('NSC Number'), _('Amount'), _('Payment Date'), _('Interest Amount')],
self.env['us17.costing.type'].sudo().create({ 'rows': [[line.nsc_number, line.nsc_amount, line.nsc_payment_date, line.nsc_interest_amount] for record in nsc_interest_records for line in record.nsc_entry_ids],
'costing_type': investment_costing.id, })
'it_declaration_id': rec.id, return [section for section in extra_sections if section['rows']]
'investment_type_line_id': investment_line.id,
'limit': investment_line.limit
}).id
for investment_line in inv_type.us17_ids
]
if inv_type.investment_type == 'other_i_or_l':
other_il_costing_ids = [
self.env['other.il.costing.type'].sudo().create({
'costing_type': investment_costing.id,
'it_declaration_id': rec.id,
'investment_type_line_id': investment_line.id,
'limit': investment_line.limit
}).id
for investment_line in inv_type.other_il_ids
]
if inv_type.investment_type == 'other_declaration':
other_declaration_costing_ids = [
self.env['other.declaration.costing.type'].sudo().create({
'costing_type': investment_costing.id,
'it_declaration_id': rec.id,
'investment_type_line_id': investment_line.id,
'limit': investment_line.limit
}).id
for investment_line in inv_type.other_declaration_ids
]
rec.costing_details_generated = True

View File

@ -0,0 +1,127 @@
import re
from odoo import api, fields, models, _
from odoo.exceptions import UserError
from odoo.tools.safe_eval import safe_eval
class EmployeePayslipDownloadWizard(models.TransientModel):
_name = 'employee.payslip.download.wizard'
_rec_name = 'employee_id'
_description = 'Employee Payslip Download Wizard'
employee_id = fields.Many2one(
'hr.employee',
required=True,
default=lambda self: self.env.user.employee_id.id,
readonly=True,
)
download_type = fields.Selection(
selection=[
('single', 'Single Payslip'),
('multi', 'Multiple Payslips'),
],
string='Download Option',
required=True,
default='single',
)
period_id = fields.Many2one(
'payroll.period',
string='Payroll Period',
required=True,
)
period_line = fields.Many2one(
'payroll.period.line',
string='Month',
domain="[('period_id', '=', period_id)]",
)
payslip_count = fields.Integer(
string='Available Payslips',
compute='_compute_payslip_count',
)
@api.onchange('download_type', 'period_id')
def _onchange_download_type_period_id(self):
for rec in self:
rec.period_line = False
@api.depends('download_type', 'period_id', 'period_line')
def _compute_payslip_count(self):
for rec in self:
if not rec.period_id or (rec.download_type == 'single' and not rec.period_line):
rec.payslip_count = 0
else:
rec.payslip_count = len(rec._get_available_payslips())
def _get_current_employee(self):
employee = self.env.user.employee_id
if not employee:
raise UserError(_('No employee is linked to your user. Please contact HR.'))
return employee
def _get_date_range(self):
self.ensure_one()
if self.download_type == 'single':
if not self.period_line:
raise UserError(_('Please select a month to download a single payslip.'))
return self.period_line.from_date, self.period_line.to_date
return self.period_id.from_date, self.period_id.to_date
def _get_available_payslips(self):
self.ensure_one()
employee = self._get_current_employee()
date_from, date_to = self._get_date_range()
if not date_from or not date_to:
return self.env['hr.payslip']
return self.env['hr.payslip'].sudo().search([
('employee_id', '=', employee.id),
('state', 'in', ['done', 'paid']),
('date_from', '>=', date_from),
('date_to', '<=', date_to),
('company_id', 'in', self.env.companies.ids),
], order='date_from asc, date_to asc, id asc')
def _get_payslips_for_download(self):
self.ensure_one()
payslips = self._get_available_payslips()
if not payslips:
raise UserError(_('No confirmed or paid payslip is available for the selected period.'))
if self.download_type == 'single' and len(payslips) > 1:
raise UserError(_('More than one payslip is available for this month. Please contact HR.'))
return payslips
def _get_pdf_content(self, payslip):
report = payslip.struct_id.report_id or self.env.ref('hr_payroll.action_report_payslip')
pdf_content, dummy = self.env['ir.actions.report'].sudo().with_context(
lang=payslip.employee_id.lang or self.env.lang,
)._render_qweb_pdf(report, payslip.id, data={'company_id': payslip.company_id})
return report, pdf_content
def _get_pdf_filename(self, payslip, report=False):
report = report or payslip.struct_id.report_id or self.env.ref('hr_payroll.action_report_payslip')
if report.print_report_name:
filename = safe_eval(report.print_report_name, {'object': payslip})
else:
filename = _('Payslip - %(employee)s - %(period)s', employee=payslip.employee_id.name, period=payslip.name)
return self._sanitize_filename(filename, 'payslip') + '.pdf'
def _get_zip_filename(self):
self.ensure_one()
employee = self._get_current_employee()
filename = _('Payslips - %(employee)s - %(period)s', employee=employee.name, period=self.period_id.name)
return self._sanitize_filename(filename, 'payslips') + '.zip'
@api.model
def _sanitize_filename(self, filename, fallback):
filename = re.sub(r'[\\/:*?"<>|]+', '-', str(filename or '')).strip(' .')
return filename or fallback
def action_download_payslips(self):
self.ensure_one()
self._get_payslips_for_download()
return {
'type': 'ir.actions.act_url',
'url': '/employee_it_declaration/my_payslips/%s' % self.id,
'target': 'self',
}

View File

@ -7,6 +7,7 @@ import re
class investmentCostings(models.Model): class investmentCostings(models.Model):
_name = 'investment.costings' _name = 'investment.costings'
_inherit = ['it.declaration.submitted.lock.mixin']
_rec_name = 'investment_type_id' _rec_name = 'investment_type_id'
investment_type_id = fields.Many2one('it.investment.type') investment_type_id = fields.Many2one('it.investment.type')
@ -25,6 +26,7 @@ class investmentCostings(models.Model):
class pastEmpcostingType(models.Model): class pastEmpcostingType(models.Model):
_name = 'past_employment.costing.type' _name = 'past_employment.costing.type'
_inherit = ['it.declaration.submitted.lock.mixin']
_rec_name = 'investment_type_line_id' _rec_name = 'investment_type_line_id'
@ -104,6 +106,7 @@ class pastEmpcostingType(models.Model):
class us80cCostingType(models.Model): class us80cCostingType(models.Model):
_name = 'us80c.costing.type' _name = 'us80c.costing.type'
_inherit = ['it.declaration.submitted.lock.mixin']
_rec_name = 'investment_type_line_id' _rec_name = 'investment_type_line_id'
costing_type = fields.Many2one('investment.costings') costing_type = fields.Many2one('investment.costings')
@ -140,6 +143,7 @@ class us80cCostingType(models.Model):
} }
class us80dCostingType(models.Model): class us80dCostingType(models.Model):
_name = 'us80d.costing.type' _name = 'us80d.costing.type'
_inherit = ['it.declaration.submitted.lock.mixin']
_rec_name = 'investment_type_line_id' _rec_name = 'investment_type_line_id'
costing_type = fields.Many2one('investment.costings') costing_type = fields.Many2one('investment.costings')
@ -157,6 +161,7 @@ class us80dCostingType(models.Model):
class us10CostingType(models.Model): class us10CostingType(models.Model):
_name = 'us10.costing.type' _name = 'us10.costing.type'
_inherit = ['it.declaration.submitted.lock.mixin']
_rec_name = 'investment_type_line_id' _rec_name = 'investment_type_line_id'
costing_type = fields.Many2one('investment.costings') costing_type = fields.Many2one('investment.costings')
@ -173,6 +178,7 @@ class us10CostingType(models.Model):
class us80gCostingType(models.Model): class us80gCostingType(models.Model):
_name = 'us80g.costing.type' _name = 'us80g.costing.type'
_inherit = ['it.declaration.submitted.lock.mixin']
_rec_name = 'investment_type_line_id' _rec_name = 'investment_type_line_id'
costing_type = fields.Many2one('investment.costings') costing_type = fields.Many2one('investment.costings')
@ -189,6 +195,7 @@ class us80gCostingType(models.Model):
class chapterViaCostingType(models.Model): class chapterViaCostingType(models.Model):
_name = 'chapter.via.costing.type' _name = 'chapter.via.costing.type'
_inherit = ['it.declaration.submitted.lock.mixin']
_rec_name = 'investment_type_line_id' _rec_name = 'investment_type_line_id'
costing_type = fields.Many2one('investment.costings') costing_type = fields.Many2one('investment.costings')
@ -205,6 +212,7 @@ class chapterViaCostingType(models.Model):
class us17CostingType(models.Model): class us17CostingType(models.Model):
_name = 'us17.costing.type' _name = 'us17.costing.type'
_inherit = ['it.declaration.submitted.lock.mixin']
_rec_name = 'investment_type_line_id' _rec_name = 'investment_type_line_id'
costing_type = fields.Many2one('investment.costings') costing_type = fields.Many2one('investment.costings')
@ -219,6 +227,7 @@ class us17CostingType(models.Model):
class OtherILCostingType(models.Model): class OtherILCostingType(models.Model):
_name = 'other.il.costing.type' _name = 'other.il.costing.type'
_inherit = ['it.declaration.submitted.lock.mixin']
_rec_name = 'investment_type_line_id' _rec_name = 'investment_type_line_id'
costing_type = fields.Many2one('investment.costings') costing_type = fields.Many2one('investment.costings')
@ -256,6 +265,7 @@ class OtherILCostingType(models.Model):
class OtherDeclarationCostingType(models.Model): class OtherDeclarationCostingType(models.Model):
_name = 'other.declaration.costing.type' _name = 'other.declaration.costing.type'
_inherit = ['it.declaration.submitted.lock.mixin']
_rec_name = 'investment_type_line_id' _rec_name = 'investment_type_line_id'
costing_type = fields.Many2one('investment.costings') costing_type = fields.Many2one('investment.costings')
@ -271,6 +281,7 @@ class OtherDeclarationCostingType(models.Model):
class HouseRentDeclaration(models.Model): class HouseRentDeclaration(models.Model):
_name = 'house.rent.declaration' _name = 'house.rent.declaration'
_inherit = ['it.declaration.submitted.lock.mixin']
_description = 'House Rent Declaration' _description = 'House Rent Declaration'
@ -302,8 +313,6 @@ class HouseRentDeclaration(models.Model):
def create(self, vals): def create(self, vals):
# Auto-link applicant_id if context is passed correctly # Auto-link applicant_id if context is passed correctly
if self.env.context.get('default_it_declaration_id'): if self.env.context.get('default_it_declaration_id'):
import pdb
pdb.set_trace()
costing_id = self.env['investment.costings'].sudo().search([('id','=',self.env.context.get('it_declaration_id')),('investment_type_id.investment_type','=','house_rent')],limit=1) costing_id = self.env['investment.costings'].sudo().search([('id','=',self.env.context.get('it_declaration_id')),('investment_type_id.investment_type','=','house_rent')],limit=1)
vals['costing_type'] = costing_id.id vals['costing_type'] = costing_id.id
return super().create(vals) return super().create(vals)

View File

@ -1,9 +1,21 @@
from odoo import models, fields from odoo import models, fields, api
class ItInvestmentType(models.Model): class ItInvestmentType(models.Model):
_name = 'it.investment.type' _name = 'it.investment.type'
_rec_name = 'investment_type'
@api.depends('investment_type')
def _compute_display_name(self):
for rec in self:
if rec.investment_type:
rec.display_name = dict(
self._fields['investment_type'].selection
).get(rec.investment_type)
else:
rec.display_name = (
rec.investment_type.replace('_', ' ').title()
if rec.investment_type else ''
)
sequence = fields.Integer() sequence = fields.Integer()
investment_type = fields.Selection( investment_type = fields.Selection(
@ -11,6 +23,11 @@ class ItInvestmentType(models.Model):
('us_80g', 'US 80G'), ('chapter_via', 'CHAPTER VIA'), ('us_17', 'US 17'), ('house_rent', 'HOUSE RENT'), ('us_80g', 'US 80G'), ('chapter_via', 'CHAPTER VIA'), ('us_17', 'US 17'), ('house_rent', 'HOUSE RENT'),
('other_i_or_l', 'OTHER INCOME/LOSS'), ('other_declaration', 'OTHER DECLARATION')], string="Investment Type", ('other_i_or_l', 'OTHER INCOME/LOSS'), ('other_declaration', 'OTHER DECLARATION')], string="Investment Type",
required=True) required=True)
regime = fields.Selection([
('new', 'New Regime'),
('old', 'Old Regime'),
('both', 'Both')
], string='Regime', required=True, default='both')
active = fields.Boolean(default=True) active = fields.Boolean(default=True)
past_employment_ids = fields.One2many('past_employment.investment.type','investment_type') past_employment_ids = fields.One2many('past_employment.investment.type','investment_type')
@ -22,6 +39,45 @@ class ItInvestmentType(models.Model):
us17_ids = fields.One2many('us17.investment.type', 'investment_type') us17_ids = fields.One2many('us17.investment.type', 'investment_type')
other_il_ids = fields.One2many('other.il.investment.type', 'investment_type') other_il_ids = fields.One2many('other.il.investment.type', 'investment_type')
other_declaration_ids = fields.One2many('other.declaration.investment.type', 'investment_type') other_declaration_ids = fields.One2many('other.declaration.investment.type', 'investment_type')
period_ids = fields.Many2many(
'payroll.period',
'it_investment_type_payroll_period_rel',
'investment_type_id',
'period_id',
string='Periods'
)
def init(self):
self.env.cr.execute("""
INSERT INTO it_investment_type_payroll_period_rel (investment_type_id, period_id)
SELECT investment_type.id, period.id
FROM it_investment_type AS investment_type
JOIN payroll_period AS period ON TRUE
LEFT JOIN it_investment_type_payroll_period_rel AS rel
ON rel.investment_type_id = investment_type.id
WHERE investment_type.active = TRUE
AND rel.investment_type_id IS NULL
""")
@api.model
def _get_all_period_commands(self):
return [(6, 0, self.env['payroll.period'].search([]).ids)]
@api.model_create_multi
def create(self, vals_list):
for vals in vals_list:
if 'period_ids' not in vals and vals.get('active', True):
vals['period_ids'] = self._get_all_period_commands()
return super().create(vals_list)
def write(self, vals):
res = super().write(vals)
if vals.get('active') is True:
all_period_commands = self._get_all_period_commands()
self.filtered(lambda record: record.active and not record.period_ids).write({
'period_ids': all_period_commands,
})
return res
class pastEmpInvestmentType(models.Model): class pastEmpInvestmentType(models.Model):
_name = 'past_employment.investment.type' _name = 'past_employment.investment.type'

View File

@ -14,10 +14,13 @@ class ITTaxStatementWizard(models.TransientModel):
# Inputs # Inputs
employee_id = fields.Many2one('hr.employee', required=True, default=lambda self: self.env.user.employee_id.id) employee_id = fields.Many2one('hr.employee', required=True, default=lambda self: self.env.user.employee_id.id)
emp_doj = fields.Date(related='employee_id.doj', store=True) emp_doj = fields.Date(related='employee_id.doj', store=True)
is_general_tax_statement = fields.Boolean(default=True)
contract_id = fields.Many2one('hr.contract', related='employee_id.contract_id', required=True) contract_id = fields.Many2one('hr.contract', related='employee_id.contract_id', required=True)
currency_id = fields.Many2one('res.currency', related='employee_id.company_id.currency_id')
period_id = fields.Many2one('payroll.period', required=True) period_id = fields.Many2one('payroll.period', required=True)
period_line = fields.Many2one('payroll.period.line') period_line = fields.Many2one('payroll.period.line',
domain="[('period_id', '=', period_id), ('to_date', '<', fields.Date.today())]")
# Taxpayer profile # Taxpayer profile
taxpayer_name = fields.Char(related='employee_id.name') taxpayer_name = fields.Char(related='employee_id.name')
@ -67,25 +70,76 @@ class ITTaxStatementWizard(models.TransientModel):
ded_80G = fields.Float(string="Deduction under 80G", default=0.0) ded_80G = fields.Float(string="Deduction under 80G", default=0.0)
ded_other = fields.Float(string="Other Deductions", default=0.0) ded_other = fields.Float(string="Other Deductions", default=0.0)
def _get_applicable_slab(self, regime, age, residence_type): comparison_available = fields.Boolean(default=False)
"""Get the applicable tax slab based on regime, age, and residence type""" old_regime_taxable_income = fields.Float(
# Determine age category string="Old Regime Taxable Income",
if age < 60: readonly=True
age_category = 'below_60' )
elif age < 80: new_regime_taxable_income = fields.Float(
age_category = '60_to_80' string="New Regime Taxable Income",
else: readonly=True
age_category = 'above_80' )
old_regime_tax_payable = fields.Float(
string="Old Regime Tax Payable",
readonly=True
)
new_regime_tax_payable = fields.Float(
string="New Regime Tax Payable",
readonly=True
)
tax_difference = fields.Float(
string="Tax Difference",
readonly=True
)
beneficial_regime = fields.Selection([
('old', 'Old Regime'),
('new', 'New Regime')
], string="Beneficial Regime", readonly=True)
# Search for slab master def _get_age_category(self, age):
slab_master = self.env['it.slab.master'].search([ if age < 60:
return 'below_60'
elif age < 80:
return '60_to_80'
return 'above_80'
def _get_effective_period_start(self):
self.ensure_one()
period_start = self.period_id.from_date if self.period_id else False
if not period_start:
return False
if self.emp_doj and self.period_id.to_date and self.period_id.from_date <= self.emp_doj <= self.period_id.to_date:
return max(period_start, self.emp_doj.replace(day=1))
return period_start
def _get_effective_period_lines(self):
self.ensure_one()
if not self.period_id:
return self.env['payroll.period.line']
period_lines = self.period_id.period_line_ids.sorted('from_date')
effective_start = self._get_effective_period_start()
if not effective_start:
return period_lines
return period_lines.filtered(lambda line: line.to_date and line.to_date >= effective_start)
def _find_applicable_slab(self, regime, period_id, age, residence_type):
"""Find the applicable tax slab without forcing both regimes to exist."""
age_category = self._get_age_category(age)
residence_type = (residence_type or '').lower().replace('-', '_')
return self.env['it.slab.master'].search([
('period_id','=',period_id.id),
('regime', '=', regime), ('regime', '=', regime),
('age_category', '=', age_category), ('age_category', '=', age_category),
'|', '|',
('residence_type', '=', residence_type.lower()), ('residence_type', '=', residence_type),
('residence_type', '=', 'both') ('residence_type', '=', 'both')
], limit=1) ], limit=1)
def _get_applicable_slab(self, regime, period_id, age, residence_type):
"""Get the applicable tax slab based on regime, age, and residence type"""
age_category = self._get_age_category(age)
slab_master = self._find_applicable_slab(regime, period_id, age, residence_type)
if not slab_master: if not slab_master:
raise ValidationError(_( raise ValidationError(_(
"No tax slab found for %s Regime with Age Category: %s and Residence Type: %s" "No tax slab found for %s Regime with Age Category: %s and Residence Type: %s"
@ -93,174 +147,286 @@ class ITTaxStatementWizard(models.TransientModel):
return slab_master return slab_master
def _compute_tax_using_slab(self, taxable, slab_master): @api.onchange('employee_id', 'period_id')
"""Compute tax using slab master rules""" def _onchange_employee_id_period_id(self):
tax = 0.0 domain_by_record = {}
# Get rules sorted by min_income
rules = slab_master.rules.sorted('min_income')
for rule in rules:
if taxable <= rule.min_income:
continue
# Calculate amount in this bracket
bracket_max = rule.max_income if rule.max_income else float('inf')
amount_in_bracket = min(taxable, bracket_max) - rule.min_income
# Apply tax calculation based on rule structure
if rule.fixed_amount and rule.excess_threshold:
# Rule with fixed amount and excess threshold
excess_amount = max(0, taxable - rule.excess_threshold)
tax_for_bracket = rule.fixed_amount + (excess_amount * rule.tax_rate / 100)
else:
# Standard bracket calculation
tax_for_bracket = amount_in_bracket * rule.tax_rate / 100
tax += tax_for_bracket
return tax
@api.depends('employee_id', 'contract_id', 'period_id')
def _compute_salary_components(self):
"""Compute salary components from payroll data"""
for rec in self: for rec in self:
if not rec.employee_id or not rec.contract_id: domain = [('period_id', '=', rec.period_id.id), ('to_date', '<', fields.Date.today())] if rec.period_id else []
if rec.emp_doj:
domain.append(('to_date', '>=', rec.emp_doj.replace(day=1)))
if rec.period_line and rec.period_line not in rec._get_effective_period_lines():
rec.period_line = False
domain_by_record[rec.id] = domain
if len(self) == 1:
return {'domain': {'period_line': domain_by_record.get(self.id, [])}}
def _get_standard_deduction(self, regime, slab_master=False):
if slab_master:
return slab_master.standard_deduction
return 75000.0 if regime == 'new' else 50000.0
def _compute_tax_using_slab(self, taxable, slab_master):
"""Compute tax using slab fixed amount logic"""
# Sort by sequence first, then by max_income for rules with same sequence
rules = slab_master.rules.sorted(lambda r: (r.sequence, r.max_income or float('inf')))
if not rules:
return 0.0
# Find which slab the taxable income falls into
applicable_rule = None
for rule in rules:
min_income = rule.min_income or 0
max_income = rule.max_income if rule.max_income else float('inf')
if min_income < taxable <= max_income:
applicable_rule = rule
break
if not applicable_rule:
return 0.0
# Get all rules with sequence less than applicable rule
# For rules with same sequence, we need to be careful
previous_rules = rules.filtered(
lambda r: r.sequence < applicable_rule.sequence or
(r.sequence == applicable_rule.sequence and
(r.max_income or float('inf')) < (applicable_rule.max_income or float('inf')))
)
# Get the previous slab's max income (or 0 if first slab)
previous_max = 0
if previous_rules:
# Get the last rule from previous_rules (which is already sorted)
previous_max = previous_rules[-1].max_income or 0
# Calculate percentage tax for the current slab
taxable_in_current_slab = taxable - previous_max
current_tax = taxable_in_current_slab * (applicable_rule.tax_rate / 100)
# Sum fixed amounts from all previous slabs
previous_fixed_amounts = sum(previous_rules.mapped('fixed_amount'))
total_tax = current_tax + previous_fixed_amounts
return total_tax
@api.depends('employee_id', 'contract_id', 'period_id', 'period_line')
def _compute_salary_components(self):
"""Compute salary components from the same payroll source used by the report."""
for rec in self:
rec.basic_salary = 0.0
rec.hra_salary = 0.0
rec.lta_salary = 0.0
rec.special_allowance = 0.0
rec.gross_salary = 0.0
if not rec.employee_id or not rec.contract_id or not rec.period_line:
continue continue
# Get payslip for the period
payslip = self.env['hr.payslip'].search([
('employee_id', '=', rec.employee_id.id),
('date_from', '>=', rec.period_line.from_date),
('date_to', '<=', rec.period_line.to_date),
('state', 'in', ['verify','done','paid'])
], limit=1)
if payslip: components = rec._get_salary_components_for_period_line(rec.period_line)
# Extract salary components from payslip lines rec.basic_salary = components['basic_salary']
rec.basic_salary = self._get_salary_rule_amount(payslip, 'BASIC') rec.hra_salary = components['hra_salary']
rec.hra_salary = self._get_salary_rule_amount(payslip, 'HRA') rec.lta_salary = components['lta_salary']
rec.lta_salary = self._get_salary_rule_amount(payslip, 'LTA') rec.special_allowance = components['special_allowance']
rec.special_allowance = self._get_salary_rule_amount(payslip, 'SPA') rec.gross_salary = components['gross_salary']
rec.gross_salary = self._get_salary_rule_amount(payslip, 'GROSS')
else:
# Fallback to contract values
rec.basic_salary = rec.contract_id.wage * 0.4 # Assuming 40% basic
rec.hra_salary = rec.contract_id.wage * 0.2 # Assuming 20% HRA
rec.lta_salary = rec.contract_id.wage * 0.1 # Assuming 10% LTA
rec.special_allowance = rec.contract_id.wage * 0.3 # Remaining as special allowance
rec.gross_salary = rec.contract_id.wage
def _get_valid_payslip_for_period_line(self, period_line):
payslip = self.env['hr.payslip'].search([
('employee_id', '=', self.employee_id.id),
('date_from', '>=', period_line.from_date),
('date_to', '<=', period_line.to_date),
('state', 'in', ['verify', 'done', 'paid'])
], limit=1)
if not payslip:
return payslip
refund_payslip = self.env['hr.payslip'].search([
('id', '!=', payslip.id),
('name', 'ilike', payslip.number),
('state', 'in', ['verify', 'done', 'paid'])
], limit=1)
return self.env['hr.payslip'] if refund_payslip else payslip
def _get_rule_amounts_for_period_line(self, period_line, rule_codes):
payslip = self._get_valid_payslip_for_period_line(period_line)
dummy_payslip = False
if not payslip:
dummy_payslip = self.env['hr.payslip'].sudo().create({
'name': 'Test Payslip',
'employee_id': self.employee_id.id,
'date_from': period_line.from_date,
'date_to': period_line.to_date
})
dummy_payslip.sudo().compute_sheet()
payslip = dummy_payslip
try:
return {
rule_code: self._get_salary_rule_amount(payslip, rule_code)
for rule_code in rule_codes
}
finally:
if dummy_payslip:
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'],
'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): def fetch_salary_components(self):
"""fetch salary components from payroll data""" """fetch salary components from payroll data"""
for rec in self: for rec in self:
if not rec.employee_id or not rec.contract_id:
continue
data = { data = {
'basic_salary' : {'actual':[],'projected':[]}, 'basic_salary' : {'actual':[],'projected':[]},
'hra_salary': {'actual': [], 'projected': []}, 'hra_salary': {'actual': [], 'projected': []},
'lta_salary': {'actual': [], 'projected': []}, 'lta_salary': {'actual': [], 'projected': []},
'special_allowance' : {'actual':[],'projected':[]}, 'special_allowance' : {'actual':[],'projected':[]},
'gross_salary' : {'actual':[],'projected':[]} 'gross_salary' : {'actual':[],'projected':[]},
'net_salary' : {'actual':[],'projected':[]},
'salary_advance' : {'actual':[],'projected':[]},
'advance_recovery' : {'actual':[],'projected':[]},
'other_components': {},
} }
period_lines = rec.period_id.period_line_ids 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._get_effective_period_lines()
for line in period_lines: for line in period_lines:
basic_salary = float() components = rec._get_salary_components_for_period_line(line)
hra_salary = float() if line.from_date and rec.period_line.from_date and line.from_date <= rec.period_line.from_date:
lta_salary = float() data['basic_salary']['actual'].append(components['basic_salary'])
special_allowance = float() data['hra_salary']['actual'].append(components['hra_salary'])
gross_salary = float() data['lta_salary']['actual'].append(components['lta_salary'])
payslip = self.env['hr.payslip'].search([ data['special_allowance']['actual'].append(components['special_allowance'])
('employee_id', '=', rec.employee_id.id), data['gross_salary']['actual'].append(components['gross_salary'])
('date_from', '>=', line.from_date), data['net_salary']['actual'].append(components['net_salary'])
('date_to', '<=', line.to_date), data['salary_advance']['actual'].append(components['salary_advance'])
('state', 'in', ['verify', 'done', 'paid']) data['advance_recovery']['actual'].append(components['advance_recovery'])
], limit=1) bucket = 'actual'
if payslip:
# Extract salary components from payslip lines
basic_salary = self._get_salary_rule_amount(payslip, 'BASIC')
hra_salary = self._get_salary_rule_amount(payslip, 'HRA')
lta_salary = self._get_salary_rule_amount(payslip, 'LTA')
special_allowance = self._get_salary_rule_amount(payslip, 'SPA')
gross_salary = self._get_salary_rule_amount(payslip, 'GROSS')
else: else:
payslip = self.env['hr.payslip'].sudo().create({ data['basic_salary']['projected'].append(components['basic_salary'])
'name': 'Test Payslip', data['hra_salary']['projected'].append(components['hra_salary'])
'employee_id': rec.employee_id.id, data['lta_salary']['projected'].append(components['lta_salary'])
'date_from': line.from_date, data['special_allowance']['projected'].append(components['special_allowance'])
'date_to': line.to_date data['gross_salary']['projected'].append(components['gross_salary'])
}) data['net_salary']['projected'].append(components['net_salary'])
payslip.sudo().compute_sheet() data['salary_advance']['projected'].append(components['salary_advance'])
data['advance_recovery']['projected'].append(components['advance_recovery'])
# Extract salary components from payslip lines bucket = 'projected'
basic_salary = self._get_salary_rule_amount(payslip, 'BASIC') for other_component in rec._get_other_payslip_components_for_period_line(line):
hra_salary = self._get_salary_rule_amount(payslip, 'HRA') key = (other_component['code'], other_component['name'])
lta_salary = self._get_salary_rule_amount(payslip, 'LTA') if key not in data['other_components']:
special_allowance = self._get_salary_rule_amount(payslip, 'SPA') data['other_components'][key] = {
gross_salary = self._get_salary_rule_amount(payslip, 'GROSS') 'code': other_component['code'],
'name': other_component['name'],
payslip.sudo().action_payslip_cancel() 'actual': 0.0,
payslip.sudo().unlink() 'projected': 0.0,
}
if line.from_date <= rec.period_line.from_date: data['other_components'][key][bucket] += other_component['actual']
data['basic_salary']['actual'].append(basic_salary)
data['hra_salary']['actual'].append(hra_salary)
data['lta_salary']['actual'].append(lta_salary)
data['special_allowance']['actual'].append(special_allowance)
data['gross_salary']['actual'].append(gross_salary)
else:
data['basic_salary']['projected'].append(basic_salary)
data['hra_salary']['projected'].append(hra_salary)
data['lta_salary']['projected'].append(lta_salary)
data['special_allowance']['projected'].append(special_allowance)
data['gross_salary']['projected'].append(gross_salary)
return data return data
def _get_salary_rule_amount(self, payslip, rule_code): def _get_salary_rule_amount(self, payslip, rule_code):
"""Get amount for a specific salary rule from payslip""" """Get amount for a specific salary rule from payslip"""
line = payslip.line_ids.filtered(lambda l: l.salary_rule_id.code == rule_code) line = payslip.line_ids.filtered(lambda l: l.salary_rule_id.code == rule_code)
return line.total if line else 0.0 return sum(line.mapped('total')) if line else 0.0
@api.depends('employee_id', 'contract_id', 'period_id', 'tax_regime') @api.depends('employee_id', 'contract_id', 'period_id', 'period_line', 'tax_regime')
def _compute_deductions(self): def _compute_deductions(self):
"""Compute deductions from payroll data""" """Compute deductions from payroll data"""
for rec in self: for rec in self:
if not rec.employee_id or not rec.contract_id: rec.professional_tax = 0.0
rec.standard_deduction = 0.0
rec.nps_employer_contribution = 0.0
if not rec.employee_id or not rec.contract_id or not rec.period_id or not rec.period_line:
continue continue
# Get payslip for the period deduction_data = rec.fetch_deduction_components()
payslip = self.env['hr.payslip'].search([ rec.professional_tax = (
('employee_id', '=', rec.employee_id.id), sum(deduction_data['professional_tax']['actual']) +
('date_from', '>=', rec.period_id.from_date), sum(deduction_data['professional_tax']['projected'])
('date_to', '<=', rec.period_id.to_date),
('state', 'in', ['verify', 'done', 'paid'])
], limit=1)
fy_start = self.period_id.from_date
fy_end = self.period_id.to_date
total_months = ((fy_end.year - fy_start.year) * 12 +
(fy_end.month - fy_start.month) + 1)
line_start = self.period_line.from_date
current_month_index = ((line_start.year - fy_start.year) * 12 +
(line_start.month - fy_start.month) + 1)
if payslip:
rec.professional_tax = (self._get_salary_rule_amount(payslip, 'PT'))*current_month_index
rec.nps_employer_contribution = self._get_salary_rule_amount(payslip, 'PFE')
else:
rec.professional_tax = 0.0
rec.nps_employer_contribution = 0.0
# Get standard deduction from slab master
if rec.tax_regime == 'new':
slab_master = self._get_applicable_slab('new', rec.taxpayer_age, rec.residential_status)
else:
slab_master = self._get_applicable_slab('old', rec.taxpayer_age, rec.residential_status)
rec.standard_deduction = slab_master.standard_deduction if slab_master else (
75000 if rec.tax_regime == 'new' else 50000
) )
rec.nps_employer_contribution = (
sum(deduction_data['nps_employer_contribution']['actual']) +
sum(deduction_data['nps_employer_contribution']['projected'])
)
slab_master = rec._get_applicable_slab(
rec.tax_regime, rec.period_id, rec.taxpayer_age, rec.residential_status
)
rec.standard_deduction = rec._get_standard_deduction(rec.tax_regime, slab_master)
def fetch_deduction_components(self):
for rec in self:
data = {
'professional_tax': {'actual': [], 'projected': []},
'nps_employer_contribution': {'actual': [], 'projected': []},
}
if not rec.employee_id or not rec.contract_id or not rec.period_id or not rec.period_line:
return data
for line in rec._get_effective_period_lines():
rule_amounts = rec._get_rule_amounts_for_period_line(line, ['PT', 'PFE'])
bucket = 'actual' if line.from_date <= rec.period_line.from_date else 'projected'
data['professional_tax'][bucket].append(rule_amounts['PT'])
data['nps_employer_contribution'][bucket].append(rule_amounts['PFE'])
return data
@api.onchange('employee_id') @api.onchange('employee_id')
@ -272,6 +438,23 @@ class ITTaxStatementWizard(models.TransientModel):
else: else:
rec.taxpayer_age = rec.taxpayer_age or 0 rec.taxpayer_age = rec.taxpayer_age or 0
@api.onchange(
'employee_id', 'period_id', 'period_line', 'tax_regime', 'taxpayer_age',
'residential_status', 'other_income', 'hra_exemption',
'interest_home_loan_self', 'interest_home_loan_letout', 'rental_income',
'ded_80C', 'ded_80CCD1B', 'ded_80D_self', 'ded_80D_parents',
'ded_80G', 'ded_other'
)
def _onchange_reset_regime_comparison(self):
for rec in self:
rec.comparison_available = False
rec.old_regime_taxable_income = 0.0
rec.new_regime_taxable_income = 0.0
rec.old_regime_tax_payable = 0.0
rec.new_regime_tax_payable = 0.0
rec.tax_difference = 0.0
rec.beneficial_regime = False
@api.onchange('basic_salary', 'hra_salary') @api.onchange('basic_salary', 'hra_salary')
def onchange_hra_exemption(self): def onchange_hra_exemption(self):
"""Calculate HRA exemption based on salary components""" """Calculate HRA exemption based on salary components"""
@ -319,7 +502,7 @@ class ITTaxStatementWizard(models.TransientModel):
return min(60000.0, slab_tax) return min(60000.0, slab_tax)
def _apply_surcharge_with_mr(self, slab_master, taxable, tax_after_rebate, regime): def _apply_surcharge_with_mr(self, slab_master, taxable, tax_after_rebate, regime):
rules = slab_master.rules.sorted('min_income') rules = slab_master.surcharges.sorted('min_income')
table = [(rule.min_income, rule.surcharge_rate) for rule in rules if rule.surcharge_rate > 0] table = [(rule.min_income, rule.surcharge_rate) for rule in rules if rule.surcharge_rate > 0]
threshold = None threshold = None
@ -338,9 +521,11 @@ class ITTaxStatementWizard(models.TransientModel):
tax_with_surcharge = total_before_mr - mr tax_with_surcharge = total_before_mr - mr
return surcharge, mr, tax_with_surcharge return surcharge, mr, tax_with_surcharge
def _compute_tax_old_regime(self, taxable): def _compute_tax_old_regime(self, taxable, slab_master=False):
# Get applicable slab # Get applicable slab
slab_master = self._get_applicable_slab('old', self.taxpayer_age, self.residential_status) slab_master = slab_master or self._get_applicable_slab(
'old', self.period_id, self.taxpayer_age, self.residential_status
)
# Compute slab tax # Compute slab tax
slab_tax = self._compute_tax_using_slab(taxable, slab_master) slab_tax = self._compute_tax_using_slab(taxable, slab_master)
@ -358,7 +543,9 @@ class ITTaxStatementWizard(models.TransientModel):
rules = slab_master.rules.sorted('min_income') rules = slab_master.rules.sorted('min_income')
cess_rate = [rule.cess_rate for rule in rules if rule.min_income<=taxable and rule.max_income >= taxable] cess_rate = [rule.cess_rate for rule in rules if rule.min_income<=taxable and rule.max_income >= taxable]
cess = tax_with_surcharge * cess_rate[0]/100 cess = 0
if cess_rate and tax_with_surcharge:
cess = tax_with_surcharge * cess_rate[0]/100
total_tax = tax_with_surcharge + cess total_tax = tax_with_surcharge + cess
@ -374,9 +561,11 @@ class ITTaxStatementWizard(models.TransientModel):
'total_tax': total_tax 'total_tax': total_tax
} }
def _compute_tax_new_regime(self, taxable): def _compute_tax_new_regime(self, taxable, slab_master=False):
# Get applicable slab (new regime doesn't depend on age) # Get applicable slab (new regime doesn't depend on age)
slab_master = self._get_applicable_slab('new', self.taxpayer_age, self.residential_status) slab_master = slab_master or self._get_applicable_slab(
'new', self.period_id, self.taxpayer_age, self.residential_status
)
# Compute slab tax # Compute slab tax
slab_tax = self._compute_tax_using_slab(taxable, slab_master) slab_tax = self._compute_tax_using_slab(taxable, slab_master)
@ -393,7 +582,9 @@ class ITTaxStatementWizard(models.TransientModel):
rules = slab_master.rules.sorted('min_income') rules = slab_master.rules.sorted('min_income')
cess_rate = [rule.cess_rate for rule in rules if rule.min_income<=taxable and rule.max_income >= taxable] cess_rate = [rule.cess_rate for rule in rules if rule.min_income<=taxable and rule.max_income >= taxable]
# Apply cess # Apply cess
cess = tax_with_surcharge * cess_rate[0]/100 cess = 0
if cess_rate and tax_with_surcharge:
cess = tax_with_surcharge * cess_rate[0] / 100
total_tax = tax_with_surcharge + cess total_tax = tax_with_surcharge + cess
return { return {
@ -421,59 +612,180 @@ class ITTaxStatementWizard(models.TransientModel):
hp_income = -interest_allowed hp_income = -interest_allowed
return hp_income return hp_income
def _prepare_income_tax_data(self): def _get_tax_base_values(self, include_comparison=False):
self.ensure_one()
selected_slab = self._get_applicable_slab(
self.tax_regime, self.period_id, self.taxpayer_age, self.residential_status
)
old_slab = selected_slab if self.tax_regime == 'old' else False
new_slab = selected_slab if self.tax_regime == 'new' else False
if include_comparison:
old_slab = old_slab or self._find_applicable_slab(
'old', self.period_id, self.taxpayer_age, self.residential_status
)
new_slab = new_slab or self._find_applicable_slab(
'new', self.period_id, self.taxpayer_age, self.residential_status
)
old_standard_deduction = self._get_standard_deduction('old', old_slab)
new_standard_deduction = self._get_standard_deduction('new', new_slab)
selected_standard_deduction = (
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']) +
sum(salary_components_data['net_salary']['projected'])
)
if not annual_net_salary or self.is_general_tax_statement:
annual_net_salary = annual_gross_salary
hp_income = self._compute_house_property_income()
old_deductions = (
old_standard_deduction
# self.hra_exemption +
# self.professional_tax +
# self.ded_80C +
# self.ded_80CCD1B +
# self.ded_80D_self +
# self.ded_80D_parents +
# self.ded_80G +
# self.ded_other +
# self.nps_employer_contribution
)
new_deductions = (
new_standard_deduction
# self.professional_tax +
# self.nps_employer_contribution
)
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)
tax_savings = 0.0
beneficial_regime = False
if comparison_available:
tax_savings = abs(tax_result_old['total_tax'] - tax_result_new['total_tax'])
beneficial_regime = 'old' if tax_result_old['total_tax'] < tax_result_new['total_tax'] else 'new'
return {
'selected_slab': selected_slab,
'old_slab': old_slab,
'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,
'hp_income': hp_income,
'old_deductions': old_deductions,
'new_deductions': new_deductions,
'taxable_old': taxable_old,
'taxable_new': taxable_new,
'tax_result_old': tax_result_old,
'tax_result_new': tax_result_new,
'comparison_available': comparison_available,
'tax_savings': tax_savings,
'beneficial_regime': beneficial_regime,
}
def _reset_regime_comparison(self):
self.write({
'comparison_available': False,
'old_regime_taxable_income': 0.0,
'new_regime_taxable_income': 0.0,
'old_regime_tax_payable': 0.0,
'new_regime_tax_payable': 0.0,
'tax_difference': 0.0,
'beneficial_regime': False,
})
def action_check_regime_comparison(self):
self.ensure_one()
if not self.employee_id or not self.contract_id or not self.period_id or not self.period_line:
raise ValidationError(_("Select employee, period, and period line before checking comparison."))
values = self._get_tax_base_values(include_comparison=True)
if not values['comparison_available']:
self._reset_regime_comparison()
raise ValidationError(_("Tax comparison is available only when both old and new regime slabs are configured."))
self.write({
'comparison_available': True,
'old_regime_taxable_income': values['taxable_old'],
'new_regime_taxable_income': values['taxable_new'],
'old_regime_tax_payable': values['tax_result_old']['total_tax'],
'new_regime_tax_payable': values['tax_result_new']['total_tax'],
'tax_difference': values['tax_savings'],
'beneficial_regime': values['beneficial_regime'],
})
return {
'type': 'ir.actions.act_window',
'res_model': self._name,
'res_id': self.id,
'view_mode': 'form',
'target': 'current',
}
def _prepare_income_tax_data(self, include_comparison=False):
"""Prepare data for the tax statement report""" """Prepare data for the tax statement report"""
today = date.today() today = date.today()
fy_start = self.period_id.from_date display_fy_start = self.period_id.from_date
fy_end = self.period_id.to_date fy_end = self.period_id.to_date
total_months = ((fy_end.year - fy_start.year) * 12 + effective_fy_start = self._get_effective_period_start() or display_fy_start
(fy_end.month - fy_start.month) + 1) total_months = ((fy_end.year - effective_fy_start.year) * 12 +
(fy_end.month - effective_fy_start.month) + 1)
line_start = self.period_line.from_date line_start = self.period_line.from_date
current_month_index = ((line_start.year - fy_start.year) * 12 + current_month_index = ((line_start.year - effective_fy_start.year) * 12 +
(line_start.month - fy_start.month) + 1) (line_start.month - effective_fy_start.month) + 1)
if today.month >= 4: values = self._get_tax_base_values(include_comparison=include_comparison)
fy_start = date(today.year, 4, 1) salary_components_data = values['salary_components_data']
fy_end = date(today.year + 1, 3, 31) annual_gross_salary = values['annual_gross_salary']
else: gross_salary_actual = values['gross_salary_actual']
fy_start = date(today.year - 1, 4, 1) gross_salary_projected = values['gross_salary_projected']
fy_end = date(today.year, 3, 31) annual_net_salary = values['annual_net_salary']
selected_standard_deduction = values['selected_standard_deduction']
# Calculate taxable income for both regimes total_sec_16_deduction = values['selected_standard_deduction']+(-(self.professional_tax))
# Old regime old_deductions = values['old_deductions']
old_deductions = ( new_deductions = values['new_deductions']
self.standard_deduction + hp_income = values['hp_income']
self.hra_exemption + taxable_old = values['taxable_old']
self.professional_tax + taxable_new = values['taxable_new']
self.ded_80C + tax_result_old = values['tax_result_old']
self.ded_80CCD1B + tax_result_new = values['tax_result_new']
self.ded_80D_self +
self.ded_80D_parents +
self.ded_80G +
self.ded_other +
self.nps_employer_contribution
)
# House property income
hp_income = self._compute_house_property_income()
# Taxable income for old regime
taxable_old = max(0.0, (self.gross_salary * total_months) + self.other_income + hp_income - self.standard_deduction)
# New regime - fewer deductions
new_deductions = (
self.standard_deduction +
self.professional_tax +
self.nps_employer_contribution
)
# Taxable income for new regime
taxable_new = max(0.0, (self.gross_salary * total_months) + self.other_income + hp_income - self.standard_deduction)
# Compute tax for both regimes
tax_result_old = self._compute_tax_old_regime(taxable_old)
tax_result_new = self._compute_tax_new_regime(taxable_new)
# Determine which regime to use # Determine which regime to use
if self.tax_regime == 'old': if self.tax_regime == 'old':
@ -485,21 +797,25 @@ class ITTaxStatementWizard(models.TransientModel):
taxable_income = taxable_new taxable_income = taxable_new
chosen = 'new' chosen = 'new'
# Calculate tax savings if not tax_result:
tax_savings = abs(tax_result_old['total_tax'] - tax_result_new['total_tax']) raise ValidationError(_("No tax calculation could be made for the selected regime."))
beneficial_regime = 'old' if tax_result_old['total_tax'] < tax_result_new['total_tax'] else 'new'
comparison_available = values['comparison_available']
tax_savings = values['tax_savings']
beneficial_regime = values['beneficial_regime']
# Prepare data structure matching screenshot format # Prepare data structure matching screenshot format
# Financial year (period_id) # Financial year (period_id)
fy_start = self.period_id.from_date display_fy_start = self.period_id.from_date
fy_end = self.period_id.to_date fy_end = self.period_id.to_date
total_months = ((fy_end.year - fy_start.year) * 12 + effective_fy_start = self._get_effective_period_start() or display_fy_start
(fy_end.month - fy_start.month) + 1) total_months = ((fy_end.year - effective_fy_start.year) * 12 +
(fy_end.month - effective_fy_start.month) + 1)
# Current month (period_line) # Current month (period_line)
line_start = self.period_line.from_date line_start = self.period_line.from_date
current_month_index = ((line_start.year - fy_start.year) * 12 + current_month_index = ((line_start.year - effective_fy_start.year) * 12 +
(line_start.month - fy_start.month) + 1) (line_start.month - effective_fy_start.month) + 1)
tax_result['roundoff_taxable_income'] = float(round(tax_result["taxable_income"] / 10) * 10) tax_result['roundoff_taxable_income'] = float(round(tax_result["taxable_income"] / 10) * 10)
birthday = self.employee_id.birthday birthday = self.employee_id.birthday
if birthday: if birthday:
@ -508,9 +824,18 @@ class ITTaxStatementWizard(models.TransientModel):
else: else:
years_months = "N/A" years_months = "N/A"
month_age = str(self.period_line.name)+ " / " + str(years_months) month_age = str(self.period_line.name)+ " / " + str(years_months)
salary_components_data = self.fetch_salary_components() 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 = { data = {
'financial_year': f"{fy_start.year}-{fy_end.year}", 'financial_year': f"{display_fy_start.year}-{fy_end.year}",
'assessment_year': fy_end.year + 1, 'assessment_year': fy_end.year + 1,
'report_time': today.strftime('%d-%m-%Y %H:%M'), 'report_time': today.strftime('%d-%m-%Y %H:%M'),
'user': 'ESS', 'user': 'ESS',
@ -539,14 +864,18 @@ 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'])}, '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}, '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}, 'reimbursement': {'actual': 0 * current_month_index, 'projected': 0 * (total_months - current_month_index), 'total': 0 * total_months},
'gross_salary': {'actual': sum(salary_components_data['gross_salary']['actual']), 'projected': sum(salary_components_data['gross_salary']['projected']), 'total':sum(salary_components_data['gross_salary']['actual']) + sum(salary_components_data['gross_salary']['projected'])}, 'gross_salary': {'actual': gross_salary_actual, 'projected': gross_salary_projected, 'total': annual_gross_salary},
'net_salary': {'actual': self.gross_salary * current_month_index, 'projected': self.gross_salary * (total_months - current_month_index), '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'])},
'total': self.gross_salary * total_months} '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': { 'deductions': {
'professional_tax': self.professional_tax, 'professional_tax': self.professional_tax,
'standard_deduction': self.standard_deduction, 'standard_deduction': selected_standard_deduction,
'total_sec_16_deduction': total_sec_16_deduction,
'nps_employer': self.nps_employer_contribution, 'nps_employer': self.nps_employer_contribution,
'hra_exemption': self.hra_exemption, 'hra_exemption': self.hra_exemption,
'interest_home_loan': self.interest_home_loan_self + self.interest_home_loan_letout, 'interest_home_loan': self.interest_home_loan_self + self.interest_home_loan_letout,
@ -560,10 +889,10 @@ class ITTaxStatementWizard(models.TransientModel):
}, },
'income_details': { 'income_details': {
'gross_salary': self.gross_salary, 'gross_salary': annual_gross_salary,
'other_income': self.other_income, 'other_income': self.other_income,
'house_property_income': hp_income, 'house_property_income': hp_income,
'gross_total_income': (self.gross_salary * total_months) + self.other_income + hp_income - self.standard_deduction, 'gross_total_income': (annual_gross_salary + self.other_income + hp_income) - total_sec_16_deduction,
}, },
'taxable_income': { 'taxable_income': {
@ -576,8 +905,11 @@ class ITTaxStatementWizard(models.TransientModel):
'regime_used': chosen, 'regime_used': chosen,
'comparison': { 'comparison': {
'old_regime_tax': tax_result_old['total_tax'], 'available': comparison_available,
'new_regime_tax': tax_result_new['total_tax'], 'old_regime_tax': tax_result_old['total_tax'] if tax_result_old else 0.0,
'new_regime_tax': tax_result_new['total_tax'] if tax_result_new else 0.0,
'old_taxable_income': taxable_old if tax_result_old else 0.0,
'new_taxable_income': taxable_new if tax_result_new else 0.0,
'tax_savings': tax_savings, 'tax_savings': tax_savings,
'beneficial_regime': beneficial_regime, 'beneficial_regime': beneficial_regime,
} }
@ -586,9 +918,19 @@ class ITTaxStatementWizard(models.TransientModel):
return {'data': data} return {'data': data}
def action_generate_report(self): def action_generate_report(self):
report_data = self._prepare_income_tax_data() report_data = self._prepare_income_tax_data(include_comparison=False)
return self.env.ref('employee_it_declaration.income_tax_statement_action_report').report_action( return self.env.ref('employee_it_declaration.income_tax_statement_action_report').report_action(
self, self,
data={'report_data': report_data}, data={'report_data': report_data},
) )
def action_generate_comparison_report(self):
report_data = self._prepare_income_tax_data(include_comparison=True)
if not report_data['data']['comparison']['available']:
raise ValidationError(_("Tax comparison is available only when both old and new regime slabs are configured."))
return self.env.ref('employee_it_declaration.income_tax_comparison_action_report').report_action(
self,
data={'report_data': report_data},
)

View File

@ -1,114 +0,0 @@
from odoo import models, fields, api, _
from odoo.exceptions import ValidationError
from datetime import date, datetime, time
class ITTaxStatementWizard(models.TransientModel):
_name = 'it.tax.statement.wizard'
_description = 'Generate IT Tax Statement'
def _period_line_id_domain(self):
pass
employee_id = fields.Many2one('hr.employee', required=True, default=lambda self: self.env.user.employee_id.id)
emp_doj = fields.Date(related='employee_id.doj', store=True)
contract_id = fields.Many2one('hr.contract',related='employee_id.contract_id')
period_id = fields.Many2one('payroll.period', required=True)
period_line = fields.Many2one('payroll.period.line')
tax_regime = fields.Selection([
('new', 'New Regime'),
('old', 'Old Regime')
], string="Tax Regime", required=True, default='new')
def action_generate_report(self):
# declaration = self.env['emp.it.declaration'].search([
# ('employee_id', '=', self.employee_id.id),
# ('period_id', '=', self.period_id.id)
# ], limit=1)
#
# if not declaration:
# raise ValidationError("No IT Declaration found for the selected employee and period.")
# Prepare data for the report
report_data = self._prepare_income_tax_data()
# Return the report action
return {
'type': 'ir.actions.report',
'report_name': 'employee_it_declaration.income_tax_statement_report',
'report_type': 'qweb-pdf',
'data': {'model': 'it.tax.statement.wizard', 'ids': self.ids, 'report_data': report_data},
'context': {'active_model': 'it.tax.statement.wizard', 'active_id': self.id},
}
# return self.env.ref('your_module_name.action_report_it_tax_statement').report_action(declaration)
def _prepare_income_tax_data(self):
# Get fiscal year (April to March)
today = date.today()
if today.month >= 4:
fiscal_year_start = date(today.year, 4, 1)
fiscal_year_end = date(today.year + 1, 3, 31)
else:
fiscal_year_start = date(today.year - 1, 4, 1)
fiscal_year_end = date(today.year, 3, 31)
fiscal_year_str = f"{fiscal_year_start.year}-{fiscal_year_end.year}"
# Get company information
company = self.env.company
company_address = ', '.join(filter(None, [
company.street,
company.street2,
company.city,
company.state_id.name,
company.country_id.name,
company.zip
]))
# Get PAN and TAN (assuming they're stored in company)
pan_number = company.pan_number if hasattr(company, 'pan_number') else 'PAN1234567'
tan_number = company.tan_number if hasattr(company, 'tan_number') else 'TAN1234567'
# Prepare report data
data = {
'company_name': company.name,
'company_address': company_address,
'pan_number': pan_number,
'tan_number': tan_number,
'assessment_year': fiscal_year_end.year + 1,
'financial_year': fiscal_year_str,
'date': today.strftime('%d/%m/%Y'),
# Income details (simplified - you would query actual data)
'salary_income': 1200000.00,
'house_property_income': 300000.00,
'business_income': 500000.00,
'capital_gains': 200000.00,
'other_income': 100000.00,
'total_income': 2300000.00,
# Deductions
'section_80c': 150000.00,
'section_80d': 50000.00,
'section_80g': 10000.00,
'other_deductions': 30000.00,
'total_deductions': 240000.00,
# Tax computation
'taxable_income': 2060000.00,
'tax_payable': 450000.00,
'tax_paid': 400000.00,
'balance_tax': 50000.00,
# Additional details
'bank_name': 'State Bank of India',
'account_number': '1234567890',
'ifsc_code': 'SBIN0001234',
# For employee reports (if needed)
'employee_name': 'John Doe',
'employee_pan': 'ABCDE1234F',
'employee_address': '123, Main Street, Bangalore, Karnataka - 560001',
}
return {'data': data}

View File

@ -1,6 +1,5 @@
from odoo import models, fields, api from odoo import models, fields, api
from odoo.exceptions import ValidationError from odoo.exceptions import ValidationError
from datetime import datetime, timedelta
import calendar import calendar
@ -17,6 +16,16 @@ class PayrollPeriod(models.Model):
name = fields.Char(string="Name", required=True) name = fields.Char(string="Name", required=True)
period_line_ids = fields.One2many('payroll.period.line', 'period_id', string="Monthly Periods") period_line_ids = fields.One2many('payroll.period.line', 'period_id', string="Monthly Periods")
@api.model_create_multi
def create(self, vals_list):
periods = super().create(vals_list)
active_investment_types = self.env['it.investment.type'].search([('active', '=', True)])
if active_investment_types:
active_investment_types.write({
'period_ids': [(4, period.id) for period in periods],
})
return periods
@api.onchange('from_date', 'to_date') @api.onchange('from_date', 'to_date')
def onchange_from_to_date(self): def onchange_from_to_date(self):
for rec in self: for rec in self:

View File

@ -8,21 +8,22 @@ class IncomeTaxSlabMaster(models.Model):
_sql_constraints = [ _sql_constraints = [
( (
'unique_slab', 'unique_slab',
'unique(regime, age_category, residence_type)', 'unique(period_id, regime, age_category, residence_type)',
'Slab must be unique for the same Regime, Age Category, and Residence Type!' 'Slab must be unique for the same name, Regime, Age Category, and Residence Type!'
) )
] ]
name = fields.Char(string="Slab Name", required=True) name = fields.Char(string="Slab Name", required=True, copy=False, default="AY")
period_id = fields.Many2one('payroll.period', copy=False)
regime = fields.Selection([ regime = fields.Selection([
('old', 'Old Tax Regime'), ('old', 'Old Tax Regime'),
('new', 'New Tax Regime') ('new', 'New Tax Regime')
], required=True) ], required=True, default='old')
age_category = fields.Selection([ age_category = fields.Selection([
('below_60', 'Below 60 Years'), ('below_60', 'Below 60 Years'),
('60_to_80', '60-80 Years'), ('60_to_80', '60-80 Years'),
('above_80', 'Above 80 Years') ('above_80', 'Above 80 Years')
], required=True) ], required=True, default='below_60')
residence_type = fields.Selection([ residence_type = fields.Selection([
('resident', 'Resident'), ('resident', 'Resident'),
('non_resident', 'Non Resident'), ('non_resident', 'Non Resident'),
@ -31,7 +32,39 @@ class IncomeTaxSlabMaster(models.Model):
standard_deduction = fields.Float(string="Standard Deduction") standard_deduction = fields.Float(string="Standard Deduction")
active = fields.Boolean(default=True) active = fields.Boolean(default=True)
rules = fields.One2many('it.slab.master.rules','slab_id', string="Slab Rules") rules = fields.One2many('it.slab.master.rules','slab_id', string="Slab Rules")
surcharges = fields.One2many('it.sur.charge.rules','slab_id', string="Surcharges Rules")
def copy(self, default=None):
"""Override copy to duplicate slab rules and surcharge rules"""
if default is None:
default = {}
# Check if we should duplicate from context
duplicate_rules = self.env.context.get('duplicate_slab_rules', True)
default.update({
'name': _("%s (copy)") % (self.name or 'Slab'),
'rules': [],
'surcharges': [],
})
new_slab = super(IncomeTaxSlabMaster, self).copy(default)
# Only duplicate if flag is True
if duplicate_rules:
if self.rules:
for rule in self.rules:
rule.copy({
'slab_id': new_slab.id,
})
if self.surcharges:
for surcharge in self.surcharges:
surcharge.copy({
'slab_id': new_slab.id,
})
return new_slab
class IncomeTaxSlabMasterRules(models.Model): class IncomeTaxSlabMasterRules(models.Model):
_name = 'it.slab.master.rules' _name = 'it.slab.master.rules'
_description = 'Income Tax slab rules' _description = 'Income Tax slab rules'
@ -44,6 +77,10 @@ class IncomeTaxSlabMasterRules(models.Model):
) )
] ]
sequence = fields.Integer(
'Sequence',
help='Used to deduct the taxes based on order')
min_income = fields.Float(string="Min Income (₹)", required=True) min_income = fields.Float(string="Min Income (₹)", required=True)
max_income = fields.Float(string="Max Income (₹)") max_income = fields.Float(string="Max Income (₹)")
tax_rate = fields.Float(string="Tax Rate (%)", required=True) tax_rate = fields.Float(string="Tax Rate (%)", required=True)
@ -55,6 +92,31 @@ class IncomeTaxSlabMasterRules(models.Model):
@api.constrains('min_income', 'max_income', 'slab_id')
def _check_overlap(self):
"""Ensure no overlapping or duplicate ranges within the same slab"""
for rule in self:
domain = [
('slab_id', '=', rule.slab_id.id),
('id', '!=', rule.id)
]
others = self.search(domain)
for other in others:
if not (rule.max_income and other.min_income >= rule.max_income) and \
not (other.max_income and rule.min_income >= other.max_income):
raise ValidationError(
f"Income ranges overlap with another slab rule: {other.min_income} - {other.max_income}"
)
class IncomeTaxSurchargeMasterRules(models.Model):
_name = 'it.sur.charge.rules'
min_income = fields.Float(string="Min Income (₹)", required=True)
max_income = fields.Float(string="Max Income (₹)")
surcharge_rate = fields.Float(string="Surcharge Rate (%)")
slab_id = fields.Many2one('it.slab.master')
@api.constrains('min_income', 'max_income', 'slab_id') @api.constrains('min_income', 'max_income', 'slab_id')
def _check_overlap(self): def _check_overlap(self):
"""Ensure no overlapping or duplicate ranges within the same slab""" """Ensure no overlapping or duplicate ranges within the same slab"""

View File

@ -1,145 +0,0 @@
<?xml version="1.0" encoding="UTF-8"?>
<odoo>
<template id="income_tax_statement_report">
<t t-call="web.external_layout">
<main class="page">
<t t-set="data" t-value="report_data['data']"/>
<div>
<!-- Header -->
<div class="row text-center" style="margin-bottom: 20px; page-break-inside: avoid;">
<h2>INCOME TAX STATEMENT</h2>
<h4>Assessment Year: <span t-esc="data.get('assessment_year')"/></h4>
<h4>Financial Year: <span t-esc="data.get('financial_year')"/></h4>
</div>
<!-- Company Information -->
<div class="row" style="margin-bottom: 20px; page-break-inside: avoid;">
<div class="col-md-6">
<strong>Company Name:</strong> <span t-esc="data.get('company_name')"/><br/>
<strong>Address:</strong> <span t-esc="data.get('company_address')"/><br/>
<strong>PAN:</strong> <span t-esc="data.get('pan_number')"/><br/>
<strong>TAN:</strong> <span t-esc="data.get('tan_number')"/><br/>
</div>
<div class="col-md-6 text-right">
<strong>Date:</strong> <span t-esc="data.get('date')"/><br/>
</div>
</div>
<!-- Income Details -->
<div class="row" style="margin-bottom: 20px;">
<h4>Income Details</h4>
<table class="table table-bordered">
<thead>
<tr>
<th>Particulars</th>
<th class="text-right">Amount (₹)</th>
</tr>
</thead>
<tbody>
<tr>
<td>Income from Salary</td>
<td class="text-right" t-esc="'{:,.2f}'.format(data.get('salary_income', 0))"/>
</tr>
<tr>
<td>Income from House Property</td>
<td class="text-right" t-esc="'{:,.2f}'.format(data.get('house_property_income', 0))"/>
</tr>
<tr>
<td>Income from Business/Profession</td>
<td class="text-right" t-esc="'{:,.2f}'.format(data.get('business_income', 0))"/>
</tr>
<tr>
<td>Capital Gains</td>
<td class="text-right" t-esc="'{:,.2f}'.format(data.get('capital_gains', 0))"/>
</tr>
<tr>
<td>Income from Other Sources</td>
<td class="text-right" t-esc="'{:,.2f}'.format(data.get('other_income', 0))"/>
</tr>
<tr style="font-weight: bold;">
<td>Total Income</td>
<td class="text-right" t-esc="'{:,.2f}'.format(data.get('total_income', 0))"/>
</tr>
</tbody>
</table>
</div>
<!-- Deductions -->
<div class="row" style="margin-bottom: 20px; page-break-inside: avoid;">
<h4>Deductions Under Chapter VI-A</h4>
<table class="table table-bordered">
<thead>
<tr>
<th>Section</th>
<th>Particulars</th>
<th class="text-right">Amount (₹)</th>
</tr>
</thead>
<tbody>
<tr>
<td>80C</td>
<td>Life Insurance, PF, PPF, etc.</td>
<td class="text-right" t-esc="'{:,.2f}'.format(data.get('section_80c', 0))"/>
</tr>
<tr>
<td>80D</td>
<td>Medical Insurance Premium</td>
<td class="text-right" t-esc="'{:,.2f}'.format(data.get('section_80d', 0))"/>
</tr>
<tr>
<td>80G</td>
<td>Donations to Charitable Institutions</td>
<td class="text-right" t-esc="'{:,.2f}'.format(data.get('section_80g', 0))"/>
</tr>
<tr>
<td>Others</td>
<td>Other Deductions</td>
<td class="text-right" t-esc="'{:,.2f}'.format(data.get('other_deductions', 0))"/>
</tr>
<tr style="font-weight: bold;">
<td colspan="2">Total Deductions</td>
<td class="text-right" t-esc="'{:,.2f}'.format(data.get('total_deductions', 0))"/>
</tr>
</tbody>
</table>
</div>
<!-- Tax Computation -->
<div class="row" style="margin-bottom: 20px; page-break-inside: avoid;">
<h4>Tax Computation</h4>
<table class="table table-bordered">
<tbody>
<tr>
<td>Total Income</td>
<td class="text-right" t-esc="'{:,.2f}'.format(data.get('total_income', 0))"/>
</tr>
<tr>
<td>Less: Deductions</td>
<td class="text-right" t-esc="'{:,.2f}'.format(data.get('total_deductions', 0))"/>
</tr>
<tr style="font-weight: bold;">
<td>Taxable Income</td>
<td class="text-right" t-esc="'{:,.2f}'.format(data.get('taxable_income', 0))"/>
</tr>
<tr>
<td>Tax Payable</td>
<td class="text-right" t-esc="'{:,.2f}'.format(data.get('tax_payable', 0))"/>
</tr>
<tr>
<td>Less: Tax Paid (Advance/Self-assessment)</td>
<td class="text-right" t-esc="'{:,.2f}'.format(data.get('tax_paid', 0))"/>
</tr>
<tr style="font-weight: bold;">
<td>Balance Tax Payable</td>
<td class="text-right" t-esc="'{:,.2f}'.format(data.get('balance_tax', 0))"/>
</tr>
</tbody>
</table>
</div>
</div>
</main>
</t>
</template>
</odoo>

View File

@ -30,6 +30,7 @@
<t t-set="tax_employment" t-value="'{:,.0f}'.format(deductions.get('professional_tax', 0))"/> <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="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="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="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="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))"/> <t t-set="roundoff_taxable_income" t-value="'{:,.0f}'.format(tax_computation.get('roundoff_taxable_income', 0))"/>
@ -149,6 +150,15 @@
<td style="text-align: right;" <td style="text-align: right;"
t-esc="'{:,.0f}'.format(salary_components.get('reimbursement', {}).get('total', 0))"/> t-esc="'{:,.0f}'.format(salary_components.get('reimbursement', {}).get('total', 0))"/>
</tr> </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;"> <tr style="border-top: 2px solid #ddd; font-weight: bold;">
<td>Gross Salary</td> <td>Gross Salary</td>
<td style="text-align: right;" <td style="text-align: right;"
@ -158,6 +168,15 @@
<td style="text-align: right;" <td style="text-align: right;"
t-esc="'{:,.0f}'.format(salary_components.get('gross_salary', {}).get('total', 0))"/> t-esc="'{:,.0f}'.format(salary_components.get('gross_salary', {}).get('total', 0))"/>
</tr> </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;"
t-esc="'{:,.0f}'.format(salary_components.get('advance_recovery', {}).get('projected', 0))"/>
<td style="text-align: right;"
t-esc="'{:,.0f}'.format(salary_components.get('advance_recovery', {}).get('total', 0))"/>
</tr>
<tr> <tr>
<td>Less: Exemption under section 10</td> <td>Less: Exemption under section 10</td>
<td colspan="3"></td> <td colspan="3"></td>
@ -180,17 +199,22 @@
</tr> </tr>
<tr style="border-top: 2px solid #ddd; margin-bottom: 8px; margin-top: 10px;"> <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="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 colspan="2"></td>
<td style="text-align: right;"
t-esc="standard_deduction"/>
</tr> </tr>
<tr style="border-top: 2px solid #ddd; margin-bottom: 8px; margin-top: 10px;"> <tr style="border-top: 2px solid #ddd; margin-bottom: 8px; margin-top: 10px;">
<td style="padding-left: 30px;">Total</td> <td style="padding-left: 30px;">Total</td>
<td colspan="2"></td>
<td style="text-align: right;" <td style="text-align: right;"
t-esc="tax_employment"/> t-esc="total_sec_16_deduction"/>
<td colspan="1"></td> </tr>
<td style="text-align: right;" <tr style="border-top: 2px solid #ddd; margin-bottom: 8px; margin-top: 10px;">
t-esc="standard_deduction"/> <td><strong>Less:</strong> Marginal Relief</td>
<td colspan="3"></td>
<td style="text-align: right;">0</td>
</tr> </tr>
<tr style="border-top: 2px solid #ddd; font-weight: bold; margin-bottom: 8px; margin-top: 10px;"> <tr style="border-top: 2px solid #ddd; font-weight: bold; margin-bottom: 8px; margin-top: 10px;">
@ -267,7 +291,7 @@
<td style="width: 70%;"> <td style="width: 70%;">
Round off to nearest 10 Rupee: Round off to nearest 10 Rupee:
</td> </td>
<td style="width: 30%; text-align: right;"> <td style="width: 30%; text-align: right; border-bottom: 1px solid #000; padding-bottom: 2px;">
<t t-esc="roundoff_taxable_income"/> <t t-esc="roundoff_taxable_income"/>
</td> </td>
</tr> </tr>
@ -414,6 +438,69 @@
</div> </div>
</t> </t>
</template> </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">--> <!-- <template id="generate_income_tax_statement_rpt">-->
<!-- <t t-call="web.basic_layout">--> <!-- <t t-call="web.basic_layout">-->
<!-- <main class="page">--> <!-- <main class="page">-->

View File

@ -1,12 +1,12 @@
<?xml version="1.0" encoding="UTF-8" ?> <?xml version="1.0" encoding="UTF-8" ?>
<odoo> <odoo>
<report <record id="action_report_it_tax_statement" model="ir.actions.report">
id="action_report_it_tax_statement" <field name="name">IT Declaration Submission</field>
model="emp.it.declaration" <field name="model">emp.it.declaration</field>
string="IT Tax Statement" <field name="report_type">qweb-pdf</field>
report_type="qweb-pdf" <field name="report_name">employee_it_declaration.report_it_tax_statement</field>
name="your_module_name.report_it_tax_statement" <field name="report_file">employee_it_declaration.report_it_tax_statement</field>
file="your_module_name.report_it_tax_statement" <field name="print_report_name">'IT Declaration - %s - %s' % (object.employee_id.name or '', object.period_id.name or '')</field>
print_report_name="'IT_Tax_Statement_%s' % (object.employee_id.name)" <field name="binding_model_id" eval="False"/>
/> </record>
</odoo> </odoo>

View File

@ -56,6 +56,7 @@ access_house_rent_declaration_user,access.house.rent.declaration.user,model_hous
access_it_tax_statement,it.tax.statement,model_it_tax_statement,base.group_user,1,0,0,0 access_it_tax_statement,it.tax.statement,model_it_tax_statement,base.group_user,1,0,0,0
access_it_tax_statement_wizard,it.tax.statement.wizard,model_it_tax_statement_wizard,base.group_user,1,0,0,0 access_it_tax_statement_wizard,it.tax.statement.wizard,model_it_tax_statement_wizard,base.group_user,1,0,0,0
access_employee_payslip_download_wizard,employee.payslip.download.wizard,model_employee_payslip_download_wizard,base.group_user,1,1,1,0
access_it_tax_statement_manager,it.tax.statement,model_it_tax_statement,hr.group_hr_manager,1,1,1,1 access_it_tax_statement_manager,it.tax.statement,model_it_tax_statement,hr.group_hr_manager,1,1,1,1
access_it_tax_statement_wizard_manager,it.tax.statement.wizard,model_it_tax_statement_wizard,hr.group_hr_manager,1,1,1,1 access_it_tax_statement_wizard_manager,it.tax.statement.wizard,model_it_tax_statement_wizard,hr.group_hr_manager,1,1,1,1
@ -63,3 +64,4 @@ access_it_tax_statement_wizard_manager,it.tax.statement.wizard,model_it_tax_stat
access_it_slab_master,it.slab.master,model_it_slab_master,base.group_user,1,1,1,1 access_it_slab_master,it.slab.master,model_it_slab_master,base.group_user,1,1,1,1
access_it_slab_master_rules,it.slab.master.rules,model_it_slab_master_rules,base.group_user,1,1,1,1 access_it_slab_master_rules,it.slab.master.rules,model_it_slab_master_rules,base.group_user,1,1,1,1
access_it_sur_charge_rules,it.sur.charge.rules.user,model_it_sur_charge_rules,base.group_user,1,1,1,1

1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
56
57
58
59
60
61
62
64
65
66
67

View File

@ -7,9 +7,11 @@
<field name="arch" type="xml"> <field name="arch" type="xml">
<list> <list>
<field name="employee_id"/>
<field name="period_id"/> <field name="period_id"/>
<field name="total_investment"/> <field name="total_investment"/>
<field name="tax_regime"/> <field name="tax_regime"/>
<field name="state"/>
</list> </list>
</field> </field>
</record> </record>
@ -20,28 +22,60 @@
<field name="model">emp.it.declaration</field> <field name="model">emp.it.declaration</field>
<field name="arch" type="xml"> <field name="arch" type="xml">
<form string="IT Declaration"> <form string="IT Declaration">
<header>
<button name="action_submit"
string="Submit"
type="object"
class="btn-primary"
invisible="state != 'draft' or not costing_details_generated"/>
<button name="action_download_submission_pdf"
string="Download PDF"
type="object"
class="btn-primary"
icon="fa-download"
invisible="state != 'submitted'"/>
<button name="action_return_to_draft"
string="Return to Draft"
type="object"
class="btn-secondary"
invisible="state != 'submitted'"
groups="hr_payroll.group_hr_payroll_manager"/>
<field name="state" widget="statusbar" statusbar_visible="draft,submitted"/>
</header>
<sheet> <sheet>
<div class="oe_title mb24"> <div class="oe_title mb24">
<div class="o_row"> <div class="o_row">
<field name="employee_id" widget="res_partner_many2one" placeholder="Employee Name..." readonly="costing_details_generated"/> <field name="employee_id" widget="res_partner_many2one" placeholder="Employee Name..." readonly="costing_details_generated or state == 'submitted'"/>
</div> </div>
</div> </div>
<group> <group>
<group> <group>
<field name="period_id" readonly="costing_details_generated"/> <field name="period_id" readonly="costing_details_generated or state == 'submitted'"/>
</group> </group>
<group> <group>
<field name="total_investment"/> <field name="total_investment" readonly="state == 'submitted'"/>
<field name="return_reason" placeholder="Reason for returning the declaration to draft..." readonly="state != 'submitted' or not is_payroll_manager"/>
<field name="is_payroll_manager" invisible="1"/>
<field name="costing_details_generated" invisible="1" force_save="1"/> <field name="costing_details_generated" invisible="1" force_save="1"/>
<field name="house_rent_costing_id"/> <field name="house_rent_costing_id"/>
<field name="show_past_employment" invisible="1"/>
<field name="show_us_80c" invisible="1"/>
<field name="show_us_80d" invisible="1"/>
<field name="show_us_10" invisible="1"/>
<field name="show_us_80g" invisible="1"/>
<field name="show_chapter_via" invisible="1"/>
<field name="show_us_17" invisible="1"/>
<field name="show_house_rent" invisible="1"/>
<field name="show_other_i_or_l" invisible="1"/>
<field name="show_other_declaration" invisible="1"/>
</group> </group>
</group> </group>
<br/> <br/>
<br/> <br/>
<field name="tax_regime" nolabel="1" widget="radio" options="{'horizontal': true}"/> <field name="tax_regime" nolabel="1" widget="radio" options="{'horizontal': true}" readonly="state == 'submitted'"/>
<br/> <br/>
<button name="generate_declarations" type="object" class="btn-primary" string="Generate" confirm="Upon Confirming you won't be able to change the Period &amp; Employee" help="Generate Data to upload the declaration Costing" invisible="costing_details_generated"/> <button name="generate_declarations" type="object" class="btn-primary" string="Generate" confirm="Upon Confirming you won't be able to change the Period &amp; Employee" help="Generate Data to upload the declaration Costing" invisible="costing_details_generated or state == 'submitted'"/>
<field name="is_section_open" invisible="1"/> <!-- Store toggle state --> <field name="is_section_open" invisible="1"/> <!-- Store toggle state -->
<group invisible="not costing_details_generated"> <group invisible="not costing_details_generated">
@ -61,7 +95,7 @@
<page string="Total Investment Costing"> <page string="Total Investment Costing">
<group> <group>
<group> <group>
<field name="investment_costing_ids" nolabel="1"> <field name="visible_investment_costing_ids" nolabel="1" readonly="state == 'submitted'">
<list editable="bottom" create="0" delete="0" edit="0"> <list editable="bottom" create="0" delete="0" edit="0">
<field name="investment_type_id"/> <field name="investment_type_id"/>
<field name="amount"/> <field name="amount"/>
@ -90,9 +124,9 @@
<!-- </list>--> <!-- </list>-->
<!-- </field>--> <!-- </field>-->
<!-- </page>--> <!-- </page>-->
<page name="past_employment_costings" string="PAST EMPLOYMENT"> <page name="past_employment_costings" string="PAST EMPLOYMENT" invisible="not show_past_employment">
<field name="past_employment_costings" invisible="tax_regime != 'old'"> <field name="past_employment_costings" invisible="tax_regime != 'old'" readonly="state == 'submitted'">
<list editable="bottom" create="0" delete="0"> <list editable="bottom" create="0" delete="0">
<field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/> <field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/>
<field name="declaration_amount" width="130px"/> <field name="declaration_amount" width="130px"/>
@ -102,7 +136,7 @@
<field name="limit" readonly="1" force_save="1"/> <field name="limit" readonly="1" force_save="1"/>
</list> </list>
</field> </field>
<field name="past_employment_costings_new" invisible="tax_regime != 'new'"> <field name="past_employment_costings_new" invisible="tax_regime != 'new'" readonly="state == 'submitted'">
<list editable="bottom" create="0" delete="0"> <list editable="bottom" create="0" delete="0">
<field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/> <field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/>
<field name="declaration_amount" width="130px"/> <field name="declaration_amount" width="130px"/>
@ -114,9 +148,25 @@
</field> </field>
</page> </page>
<page name="us_80c_costings" string="US 80C" invisible="tax_regime != 'old'"> <page name="us_80c_costings" string="US 80C" invisible="not show_us_80c">
<field name="us80c_costings"> <field name="us80c_costings" invisible="tax_regime != 'old'" readonly="state == 'submitted'">
<list editable="bottom" create="0" delete="0">
<field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/>
<field name="declaration_amount" width="130px"/>
<field name="action_id" column_invisible="1"/>
<button name="open_action_wizard"
string="Action"
type="object"
icon="fa-external-link"
invisible="not action_id" width="60px"/>
<field name="proof_amount" width="100px" readonly="1" force_save="1"/>
<field name="remarks" width="200px"/>
<field name="proof" width="100px"/>
<field name="limit" readonly="1" force_save="1"/>
</list>
</field>
<field name="us80c_costings_new" invisible="tax_regime != 'new'" readonly="state == 'submitted'">
<list editable="bottom" create="0" delete="0"> <list editable="bottom" create="0" delete="0">
<field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/> <field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/>
<field name="declaration_amount" width="130px"/> <field name="declaration_amount" width="130px"/>
@ -134,12 +184,12 @@
</field> </field>
</page> </page>
<page name="us_80d_costings" string="US 80D" invisible="tax_regime != 'old'"> <page name="us_80d_costings" string="US 80D" invisible="not show_us_80d">
<group> <group>
<field name="us80d_selection_type" widget="radio" options="{'horizontal': true}" required="tax_regime == 'old' and costing_details_generated"/> <field name="us80d_selection_type" widget="radio" options="{'horizontal': true}" required="tax_regime == 'old' and costing_details_generated" readonly="state == 'submitted'"/>
<field name="us80d_health_checkup"/> <field name="us80d_health_checkup" readonly="state == 'submitted'"/>
</group> </group>
<field name="us80d_costings" invisible="us80d_selection_type != 'self_family'"> <field name="us80d_costings" invisible="tax_regime != 'old' or us80d_selection_type != 'self_family'" readonly="state == 'submitted'">
<list editable="bottom" create="0" delete="0"> <list editable="bottom" create="0" delete="0">
<field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/> <field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/>
<field name="declaration_amount" width="130px"/> <field name="declaration_amount" width="130px"/>
@ -149,7 +199,17 @@
<field name="limit" readonly="1" force_save="1"/> <field name="limit" readonly="1" force_save="1"/>
</list> </list>
</field> </field>
<field name="us80d_costings_parents" invisible="us80d_selection_type != 'self_family_parent'"> <field name="us80d_costings_new" invisible="tax_regime != 'new' or us80d_selection_type != 'self_family'" readonly="state == 'submitted'">
<list editable="bottom" create="0" delete="0">
<field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/>
<field name="declaration_amount" width="130px"/>
<field name="proof_amount" width="100px" readonly="1" force_save="1"/>
<field name="remarks" width="250px"/>
<field name="proof" width="120px"/>
<field name="limit" readonly="1" force_save="1"/>
</list>
</field>
<field name="us80d_costings_parents" invisible="tax_regime != 'old' or us80d_selection_type != 'self_family_parent'" readonly="state == 'submitted'">
<list editable="bottom" create="0" delete="0"> <list editable="bottom" create="0" delete="0">
<field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/> <field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/>
<field name="declaration_amount" width="130px"/> <field name="declaration_amount" width="130px"/>
@ -160,7 +220,29 @@
</list> </list>
</field> </field>
<field name="us80d_costings_senior_parents" invisible="us80d_selection_type != 'self_family_senior_parent'"> <field name="us80d_costings_parents_new" invisible="tax_regime != 'new' or us80d_selection_type != 'self_family_parent'" readonly="state == 'submitted'">
<list editable="bottom" create="0" delete="0">
<field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/>
<field name="declaration_amount" width="130px"/>
<field name="proof_amount" width="100px" readonly="1" force_save="1"/>
<field name="remarks" width="250px"/>
<field name="proof" width="120px"/>
<field name="limit" readonly="1" force_save="1"/>
</list>
</field>
<field name="us80d_costings_senior_parents" invisible="tax_regime != 'old' or us80d_selection_type != 'self_family_senior_parent'" readonly="state == 'submitted'">
<list editable="bottom" create="0" delete="0">
<field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/>
<field name="declaration_amount" width="130px"/>
<field name="proof_amount" width="100px" readonly="1" force_save="1"/>
<field name="remarks" width="250px"/>
<field name="proof" width="120px"/>
<field name="limit" readonly="1" force_save="1"/>
</list>
</field>
<field name="us80d_costings_senior_parents_new" invisible="tax_regime != 'new' or us80d_selection_type != 'self_family_senior_parent'" readonly="state == 'submitted'">
<list editable="bottom" create="0" delete="0"> <list editable="bottom" create="0" delete="0">
<field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/> <field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/>
<field name="declaration_amount" width="130px"/> <field name="declaration_amount" width="130px"/>
@ -172,8 +254,18 @@
</field> </field>
</page> </page>
<page name="us_10_costing" string="US 10" invisible="tax_regime != 'old'"> <page name="us_10_costing" string="US 10" invisible="not show_us_10">
<field name="us10_costings"> <field name="us10_costings" invisible="tax_regime != 'old'" readonly="state == 'submitted'">
<list editable="bottom" create="0" delete="0">
<field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/>
<field name="declaration_amount" width="130px"/>
<field name="proof_amount" width="100px" readonly="1" force_save="1"/>
<field name="remarks" width="250px"/>
<field name="proof" width="120px"/>
<field name="limit" readonly="1" force_save="1"/>
</list>
</field>
<field name="us10_costings_new" invisible="tax_regime != 'new'" readonly="state == 'submitted'">
<list editable="bottom" create="0" delete="0"> <list editable="bottom" create="0" delete="0">
<field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/> <field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/>
<field name="declaration_amount" width="130px"/> <field name="declaration_amount" width="130px"/>
@ -184,8 +276,18 @@
</list> </list>
</field> </field>
</page> </page>
<page name="us_80g_costing" string="US 80G" invisible="tax_regime != 'old'"> <page name="us_80g_costing" string="US 80G" invisible="not show_us_80g">
<field name="us80g_costings"> <field name="us80g_costings" invisible="tax_regime != 'old'" readonly="state == 'submitted'">
<list editable="bottom" create="0" delete="0">
<field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/>
<field name="declaration_amount" width="130px"/>
<field name="proof_amount" width="100px" readonly="1" force_save="1"/>
<field name="remarks" width="250px"/>
<field name="proof" width="120px"/>
<field name="limit" readonly="1" force_save="1"/>
</list>
</field>
<field name="us80g_costings_new" invisible="tax_regime != 'new'" readonly="state == 'submitted'">
<list editable="bottom" create="0" delete="0"> <list editable="bottom" create="0" delete="0">
<field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/> <field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/>
<field name="declaration_amount" width="130px"/> <field name="declaration_amount" width="130px"/>
@ -197,8 +299,8 @@
</field> </field>
</page> </page>
<page name="chapter_via_costings" string="CHAPTER VIA"> <page name="chapter_via_costings" string="CHAPTER VIA" invisible="not show_chapter_via">
<field name="chapter_via_costings" invisible="tax_regime != 'old'"> <field name="chapter_via_costings" invisible="tax_regime != 'old'" readonly="state == 'submitted'">
<list editable="bottom" create="0" delete="0"> <list editable="bottom" create="0" delete="0">
<field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/> <field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/>
<field name="declaration_amount" width="130px"/> <field name="declaration_amount" width="130px"/>
@ -208,7 +310,7 @@
<field name="limit" readonly="1" force_save="1"/> <field name="limit" readonly="1" force_save="1"/>
</list> </list>
</field> </field>
<field name="chapter_via_costings_new" invisible="tax_regime != 'new'"> <field name="chapter_via_costings_new" invisible="tax_regime != 'new'" readonly="state == 'submitted'">
<list editable="bottom" create="0" delete="0"> <list editable="bottom" create="0" delete="0">
<field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/> <field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/>
<field name="declaration_amount" width="130px"/> <field name="declaration_amount" width="130px"/>
@ -220,8 +322,18 @@
</field> </field>
</page> </page>
<page name="us_17_costings" string="US 17" invisible="tax_regime != 'old'"> <page name="us_17_costings" string="US 17" invisible="not show_us_17">
<field name="us17_costings"> <field name="us17_costings" invisible="tax_regime != 'old'" readonly="state == 'submitted'">
<list editable="bottom" create="0" delete="0">
<field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/>
<field name="declaration_amount" width="130px"/>
<field name="proof_amount" width="100px" readonly="1" force_save="1"/>
<field name="remarks" width="250px"/>
<field name="proof" width="120px"/>
<field name="limit" readonly="1" force_save="1"/>
</list>
</field>
<field name="us17_costings_new" invisible="tax_regime != 'new'" readonly="state == 'submitted'">
<list editable="bottom" create="0" delete="0"> <list editable="bottom" create="0" delete="0">
<field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/> <field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/>
<field name="declaration_amount" width="130px"/> <field name="declaration_amount" width="130px"/>
@ -232,9 +344,9 @@
</list> </list>
</field> </field>
</page> </page>
<page name="house_rent_costings" string="HOUSE RENT" invisible="tax_regime != 'old'"> <page name="house_rent_costings" string="HOUSE RENT" invisible="not show_house_rent">
<!-- <field name="house_rent_costing_line_ids"/>--> <!-- <field name="house_rent_costing_line_ids"/>-->
<field name="house_rent_costings" context="{ <field name="house_rent_costings" readonly="state == 'submitted'" context="{
'default_costing_type': house_rent_costing_id 'default_costing_type': house_rent_costing_id
}"> }">
<list string="House Rent Declarations"> <list string="House Rent Declarations">
@ -284,8 +396,8 @@
</form> </form>
</field> </field>
</page> </page>
<page name="other_i_or_l_costings" string="OTHER INCOME/LOSS"> <page name="other_i_or_l_costings" string="OTHER INCOME/LOSS" invisible="not show_other_i_or_l">
<field name="other_il_costings" invisible="tax_regime != 'old'"> <field name="other_il_costings" invisible="tax_regime != 'old'" readonly="state == 'submitted'">
<list editable="bottom" create="0" delete="0"> <list editable="bottom" create="0" delete="0">
<field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/> <field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/>
<field name="declaration_amount" width="130px"/> <field name="declaration_amount" width="130px"/>
@ -302,7 +414,7 @@
<field name="limit" readonly="1" force_save="1"/> <field name="limit" readonly="1" force_save="1"/>
</list> </list>
</field> </field>
<field name="other_il_costings_new" invisible="tax_regime != 'new'"> <field name="other_il_costings_new" invisible="tax_regime != 'new'" readonly="state == 'submitted'">
<list editable="bottom" create="0" delete="0"> <list editable="bottom" create="0" delete="0">
<field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/> <field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/>
<field name="declaration_amount" width="130px"/> <field name="declaration_amount" width="130px"/>
@ -319,12 +431,21 @@
<field name="limit" readonly="1" force_save="1"/> <field name="limit" readonly="1" force_save="1"/>
</list> </list>
</field> </field>
</page> </page>
<page name="other_declaration_costings" string="Other Declarations" invisible="tax_regime != 'old'"> <page name="other_declaration_costings" string="Other Declarations" invisible="not show_other_declaration">
<field name="other_declaration_costings"> <field name="other_declaration_costings" invisible="tax_regime != 'old'" readonly="state == 'submitted'">
<list editable="bottom" create="0" delete="0"> <list editable="bottom" create="0" delete="0">
<field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/> <field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/>
<field name="declaration_amount" width="130px"/>
<field name="proof_amount" width="100px" readonly="1" force_save="1"/>
<field name="remarks" width="250px"/>
<field name="proof" width="120px"/>
<field name="limit" readonly="1" force_save="1"/>
</list>
</field>
<field name="other_declaration_costings_new" invisible="tax_regime != 'new'" readonly="state == 'submitted'">
<list editable="bottom" create="0" delete="0">
<field name="investment_type_line_id" width="600px" readonly="1" force_save="1" options="{'no_open': True, 'no_quick_create': True}"/>
<field name="declaration_amount" width="130px"/> <field name="declaration_amount" width="130px"/>
<field name="proof_amount" width="100px" readonly="1" force_save="1"/> <field name="proof_amount" width="100px" readonly="1" force_save="1"/>
<field name="remarks" width="250px"/> <field name="remarks" width="250px"/>
@ -346,10 +467,13 @@
<field name="res_model">emp.it.declaration</field> <field name="res_model">emp.it.declaration</field>
<field name="view_mode">list,form</field> <field name="view_mode">list,form</field>
</record> </record>
<menuitem id="menu_hr_payroll_emp_root" name="Payroll" sequence="190" web_icon="hr_payroll,static/description/icon.png" groups="base.group_user"/>
<menuitem id="menu_it_declarations" name="IT Declarations" <menuitem id="menu_it_declarations" name="IT Declarations"
parent="hr_payroll.menu_hr_payroll_root" parent="hr_payroll.menu_hr_payroll_root"
action="action_emp_it_declaration" sequence="99"/> action="action_emp_it_declaration" sequence="99"/>
<menuitem id="menu_it_declarations_emp" name="IT Declarations"
parent="menu_hr_payroll_emp_root"
action="action_emp_it_declaration" sequence="1"/>
</data> </data>
</odoo> </odoo>

View File

@ -0,0 +1,61 @@
<?xml version="1.0" encoding="UTF-8" ?>
<odoo>
<record id="view_employee_payslip_download_wizard_form" model="ir.ui.view">
<field name="name">employee.payslip.download.wizard.form</field>
<field name="model">employee.payslip.download.wizard</field>
<field name="arch" type="xml">
<form string="Download Payslips">
<header>
<button name="action_download_payslips"
string="Download Payslip"
type="object"
class="oe_stat_button"
icon="fa-download"
invisible="download_type != 'single'"/>
<button name="action_download_payslips"
string="Download ZIP"
type="object"
class="oe_stat_button"
icon="fa-file-archive-o"
invisible="download_type != 'multi'"/>
</header>
<sheet>
<group>
<field name="employee_id" options="{'no_edit': True, 'no_create': True}"/>
<field name="download_type" widget="radio" options="{'horizontal': true}"/>
</group>
<group>
<group>
<field name="period_id" options="{'no_edit': True, 'no_create': True, 'no_open': True}"/>
</group>
<group>
<field name="period_line"
force_save="1"
domain="[('period_id', '=', period_id)]"
required="download_type == 'single'"
invisible="download_type != 'single'"/>
</group>
</group>
<group>
<field name="payslip_count" readonly="1"/>
</group>
</sheet>
</form>
</field>
</record>
<record id="action_employee_payslip_download_wizard" model="ir.actions.act_window">
<field name="name">Download Payslips</field>
<field name="res_model">employee.payslip.download.wizard</field>
<field name="path">download-payslips</field>
<field name="view_mode">form</field>
<field name="target">current</field>
</record>
<menuitem id="menu_employee_payslip_download_wizard"
name="Salary Payslip"
parent="employee_it_declaration.menu_hr_payroll_emp_root"
action="action_employee_payslip_download_wizard"
sequence="2"
groups="base.group_user"/>
</odoo>

View File

@ -22,7 +22,8 @@
<group> <group>
<field name="sequence" invisible="1"/> <field name="sequence" invisible="1"/>
<field name="investment_type"/> <field name="investment_type"/>
<field name="regime"/>
<field name="period_ids" widget="many2many_tags"/>
<field name="active"/> <field name="active"/>
</group> </group>
<notebook> <notebook>

View File

@ -8,7 +8,7 @@
<list> <list>
<field name="employee_id"/> <field name="employee_id"/>
<field name="period_id"/> <field name="period_id"/>
<field name="period_line"/> <field name="period_line" force_save="1"/>
<field name="tax_regime"/> <field name="tax_regime"/>
</list> </list>
</field> </field>
@ -26,8 +26,22 @@
type="object" type="object"
class="oe_stat_button" class="oe_stat_button"
icon="fa-file-text"/> icon="fa-file-text"/>
<button name="action_check_regime_comparison"
string="Check Comparison"
type="object"
class="oe_stat_button"
icon="fa-calculator"/>
<button name="action_generate_comparison_report"
string="Download Comparison"
type="object"
class="oe_stat_button"
icon="fa-balance-scale"
invisible="not comparison_available"/>
</header> </header>
<sheet> <sheet>
<field name="comparison_available" invisible="1"/>
<field name="currency_id" invisible="1"/>
<field name="is_general_tax_statement" invisible="1"/>
<group> <group>
<field name="employee_id" options="{'no_edit': True, 'no_create': True}"/> <field name="employee_id" options="{'no_edit': True, 'no_create': True}"/>
<field name="contract_id" readonly="1" force_save="1" invisible="0"/> <field name="contract_id" readonly="1" force_save="1" invisible="0"/>
@ -43,13 +57,26 @@
<field name="period_id" options="{'no_edit': True, 'no_create': True, 'no_open': True}"/> <field name="period_id" options="{'no_edit': True, 'no_create': True, 'no_open': True}"/>
</group> </group>
<group> <group>
<field name="period_line" domain="[('period_id', '=', period_id),('to_date','&lt;',datetime.datetime.now()),('from_date','&gt;',emp_doj)]" options="{'no_edit': True, 'no_create': True, 'no_open': True}" invisible="not emp_doj"/> <field name="period_line" force_save="1" domain="[('period_id', '=', period_id),('to_date','&lt;',(context_today() + datetime.timedelta(days=30)).strftime('%Y-%m-%d')),('to_date','&gt;',emp_doj)]"/>
<field name="period_line" domain="[('period_id', '=', period_id),('to_date','&lt;',datetime.datetime.now())]" options="{'no_edit': True, 'no_create': True, 'no_open': True}" invisible="emp_doj"/>
</group> </group>
</group> </group>
<group> <group>
<field name="tax_regime" nolabel="1" widget="radio" options="{'horizontal': true}" on_change="1"/> <field name="tax_regime" nolabel="1" widget="radio" options="{'horizontal': true}" on_change="1"/>
</group> </group>
<group string="Tax Regime Comparison" invisible="not comparison_available">
<group string="Old Regime">
<field name="old_regime_taxable_income" readonly="1" widget="monetary" options="{'currency_field': 'currency_id'}"/>
<field name="old_regime_tax_payable" readonly="1" widget="monetary" options="{'currency_field': 'currency_id'}"/>
</group>
<group string="New Regime">
<field name="new_regime_taxable_income" readonly="1" widget="monetary" options="{'currency_field': 'currency_id'}"/>
<field name="new_regime_tax_payable" readonly="1" widget="monetary" options="{'currency_field': 'currency_id'}"/>
</group>
<group>
<field name="beneficial_regime" readonly="1"/>
<field name="tax_difference" readonly="1" widget="monetary" options="{'currency_field': 'currency_id'}"/>
</group>
</group>
</sheet> </sheet>
</form> </form>
</field> </field>
@ -60,7 +87,7 @@
<field name="name">Generate Tax Statement</field> <field name="name">Generate Tax Statement</field>
<field name="res_model">it.tax.statement.wizard</field> <field name="res_model">it.tax.statement.wizard</field>
<field name="path">tax-statement</field> <field name="path">tax-statement</field>
<field name="view_mode">list,form</field> <field name="view_mode">form</field>
<field name="help" type="html"> <field name="help" type="html">
<p class="o_view_nocontent_smiling_face"> <p class="o_view_nocontent_smiling_face">
Create a new employment type Create a new employment type
@ -69,8 +96,9 @@
</record> </record>
<menuitem id="menu_it_tax_statement_root" name="IT Tax Statement" <menuitem id="menu_it_tax_statement_root" name="IT Tax Statement"
parent="hr_payroll.menu_hr_payroll_root" parent="employee_it_declaration.menu_hr_payroll_emp_root"
action="action_it_tax_statement_wizard" sequence="99"/> groups="base.group_user"
action="action_it_tax_statement_wizard" sequence="3"/>
<record id="it_statement_paper_format" model="report.paperformat"> <record id="it_statement_paper_format" model="report.paperformat">
<field name="name">A4 - statement</field> <field name="name">A4 - statement</field>
@ -95,7 +123,19 @@
<field name="report_name">employee_it_declaration.generate_income_tax_statement_rpt</field> <field name="report_name">employee_it_declaration.generate_income_tax_statement_rpt</field>
<field name="report_file">employee_it_declaration.generate_income_tax_statement_rpt</field> <field name="report_file">employee_it_declaration.generate_income_tax_statement_rpt</field>
<field name="binding_model_id" ref="employee_it_declaration.model_it_tax_statement_wizard"/> <field name="binding_model_id" ref="employee_it_declaration.model_it_tax_statement_wizard"/>
<field name="print_report_name">'INCOMETAX - %s' % (object.display_name)</field> <field name="print_report_name">'%s - %s' % (object.employee_id.name or '', object.period_line.name or '')</field>
<field name="paperformat_id" ref="it_statement_paper_format"/>
<field name="binding_type">report</field>
</record>
<record id="income_tax_comparison_action_report" model="ir.actions.report">
<field name="name">Download Tax Regime Comparison</field>
<field name="model">it.tax.statement.wizard</field>
<field name="report_type">qweb-pdf</field>
<field name="report_name">employee_it_declaration.generate_income_tax_comparison_rpt</field>
<field name="report_file">employee_it_declaration.generate_income_tax_comparison_rpt</field>
<field name="binding_model_id" ref="employee_it_declaration.model_it_tax_statement_wizard"/>
<field name="print_report_name">'%s - Tax Regime Comparison' % (object.employee_id.name or '')</field>
<field name="paperformat_id" ref="it_statement_paper_format"/> <field name="paperformat_id" ref="it_statement_paper_format"/>
<field name="binding_type">report</field> <field name="binding_type">report</field>
</record> </record>

View File

@ -1,28 +1,158 @@
<?xml version="1.0" encoding="UTF-8" ?>
<odoo> <odoo>
<template id="report_it_tax_statement"> <template id="report_it_tax_statement">
<t t-call="web.html_container"> <t t-call="web.html_container">
<t t-call="web.external_layout"> <t t-foreach="docs" t-as="doc">
<div class="page"> <t t-call="web.external_layout">
<h2>IT Tax Statement</h2> <div class="page">
<p><strong>Employee:</strong> <t t-esc="doc.employee_id.name"/></p> <style>
<p><strong>Period:</strong> <t t-esc="doc.period_id.name"/></p> .it-title { text-align: center; margin-bottom: 18px; }
<p><strong>Tax Regime:</strong> <t t-esc="dict(doc._fields['tax_regime'].selection).get(doc.tax_regime)"/></p> .it-title h2 { margin: 0; font-size: 21px; font-weight: 700; }
<table class="table table-sm"> .it-title p { margin: 4px 0 0; color: #555; }
<thead> .it-section { margin-top: 18px; }
<tr><th>Section</th><th>Amount</th></tr> .it-section h4 { font-size: 14px; font-weight: 700; border-bottom: 1px solid #999; padding-bottom: 4px; margin-bottom: 8px; }
</thead> .it-table { width: 100%; border-collapse: collapse; font-size: 11px; }
<tbody> .it-table th { background: #f2f2f2; font-weight: 700; }
<t t-foreach="doc.investment_costing_ids" t-as="line"> .it-table th, .it-table td { border: 1px solid #ddd; padding: 5px; vertical-align: top; }
<tr> .it-right { text-align: right; }
<td><t t-esc="line.investment_type_id.name"/></td> .it-muted { color: #777; }
<td><t t-esc="line.amount"/></td> </style>
</tr>
</t> <div class="it-title">
</tbody> <h2>IT Declaration Submission</h2>
</table> <p>
<p><strong>Total:</strong> <t t-esc="sum(doc.investment_costing_ids.mapped('amount'))"/></p> <span t-esc="doc.employee_id.company_id.name"/>
</div> </p>
</t> </div>
</t>
</template> <table class="it-table">
<tbody>
<tr>
<th>Employee</th>
<td><span t-esc="doc.employee_id.name"/></td>
<th>Payroll Period</th>
<td><span t-esc="doc.period_id.name"/></td>
</tr>
<tr>
<th>Tax Regime</th>
<td><span t-esc="doc._get_regime_label()"/></td>
<th>Status</th>
<td><span t-esc="dict(doc._fields['state'].selection).get(doc.state)"/></td>
</tr>
<tr>
<th>Submitted On</th>
<td><span t-esc="doc.write_date"/></td>
<th>Total Investment</th>
<td class="it-right"><span t-esc="'{:,.2f}'.format(doc.total_investment or 0.0)"/></td>
</tr>
<tr t-if="doc.return_reason">
<th>Return Reason</th>
<td colspan="3"><span t-esc="doc.return_reason"/></td>
</tr>
</tbody>
</table>
<t t-set="sections" t-value="doc._get_report_sections()"/>
<t t-if="not sections">
<div class="it-section">
<p class="it-muted">No declaration lines are available for the selected regime.</p>
</div>
</t>
<t t-foreach="sections" t-as="section">
<div class="it-section">
<h4><span t-esc="section.get('title')"/></h4>
<t t-if="section.get('house_rent')">
<table class="it-table">
<thead>
<tr>
<th>Type</th>
<th>Rent Amount</th>
<th>From</th>
<th>To</th>
<th>Landlord PAN</th>
<th>Remarks</th>
<th>Proof</th>
</tr>
</thead>
<tbody>
<tr t-foreach="section.get('lines')" t-as="line">
<td><span t-esc="line.get('hra_exemption_type')"/></td>
<td class="it-right"><span t-esc="'{:,.2f}'.format(line.get('rent_amount') or 0.0)"/></td>
<td><span t-esc="line.get('from_date')"/></td>
<td><span t-esc="line.get('to_date')"/></td>
<td>
<span t-esc="line.get('landlord_pan_status')"/>
<br t-if="line.get('landlord_pan_no')"/>
<span t-if="line.get('landlord_pan_no')" t-esc="line.get('landlord_pan_no')"/>
</td>
<td><span t-esc="line.get('remarks')"/></td>
<td>
<a t-if="line.get('attachment_url')" t-att-href="line.get('attachment_url')">
<span t-esc="line.get('attachment_name')"/>
</a>
<span t-if="not line.get('attachment_url')" class="it-muted">No proof</span>
</td>
</tr>
</tbody>
</table>
</t>
<t t-else="">
<table class="it-table">
<thead>
<tr>
<th>Description</th>
<th>Declaration Amount</th>
<th>Proof Amount</th>
<th>Limit</th>
<th>Remarks</th>
<th>Proof</th>
</tr>
</thead>
<tbody>
<tr t-foreach="section.get('lines')" t-as="line">
<td><span t-esc="line.get('name')"/></td>
<td class="it-right"><span t-esc="'{:,.2f}'.format(line.get('declaration_amount') or 0.0)"/></td>
<td class="it-right"><span t-esc="'{:,.2f}'.format(line.get('proof_amount') or 0.0)"/></td>
<td class="it-right"><span t-esc="'{:,.2f}'.format(line.get('limit') or 0.0)"/></td>
<td><span t-esc="line.get('remarks')"/></td>
<td>
<a t-if="line.get('attachment_url')" t-att-href="line.get('attachment_url')">
<span t-esc="line.get('attachment_name')"/>
</a>
<span t-if="not line.get('attachment_url')" class="it-muted">No proof</span>
</td>
</tr>
</tbody>
</table>
</t>
</div>
</t>
<t t-foreach="doc._get_report_extra_sections()" t-as="extra_section">
<div class="it-section">
<h4><span t-esc="extra_section.get('title')"/></h4>
<table class="it-table">
<thead>
<tr>
<th t-foreach="extra_section.get('headers')" t-as="header">
<span t-esc="header"/>
</th>
</tr>
</thead>
<tbody>
<tr t-foreach="extra_section.get('rows')" t-as="row">
<td t-foreach="row" t-as="cell">
<span t-esc="cell"/>
</td>
</tr>
</tbody>
</table>
</div>
</t>
</div>
</t>
</t>
</t>
</template>
</odoo> </odoo>

View File

@ -24,6 +24,7 @@
<field name="arch" type="xml"> <field name="arch" type="xml">
<list> <list>
<field name="name"/> <field name="name"/>
<field name="period_id"/>
<field name="regime"/> <field name="regime"/>
<field name="age_category"/> <field name="age_category"/>
<field name="residence_type"/> <field name="residence_type"/>
@ -42,6 +43,7 @@
<sheet> <sheet>
<group> <group>
<field name="name"/> <field name="name"/>
<field name="period_id"/>
<field name="regime"/> <field name="regime"/>
<field name="age_category"/> <field name="age_category"/>
<field name="residence_type"/> <field name="residence_type"/>
@ -52,16 +54,27 @@
<page string="Slab Rules"> <page string="Slab Rules">
<field name="rules"> <field name="rules">
<list editable="bottom"> <list editable="bottom">
<field name="sequence" widget='handle'/>
<field name="min_income"/> <field name="min_income"/>
<field name="max_income"/> <field name="max_income"/>
<field name="tax_rate"/> <field name="tax_rate"/>
<field name="fixed_amount"/> <field name="fixed_amount"/>
<field name="excess_threshold"/> <field name="excess_threshold" optional="hide"/>
<field name="surcharge_rate"/> <field name="surcharge_rate" column_invisible="1" invisible="1"/>
<field name="cess_rate"/> <field name="cess_rate"/>
</list> </list>
</field> </field>
</page> </page>
<page string="Surcharge Rules">
<field name="surcharges">
<list editable="bottom">
<field name="min_income"/>
<field name="max_income"/>
<field name="surcharge_rate"/>
</list>
</field>
</page>
</notebook> </notebook>
</sheet> </sheet>
</form> </form>

View File

@ -1,3 +1,4 @@
from . import hr_tds_calculation
from . import children_education_costing from . import children_education_costing
from . import employee_life_insurance from . import employee_life_insurance
from . import nsc_declaration from . import nsc_declaration

View File

@ -2,6 +2,7 @@ from odoo import models, fields, api
class ChildrenEducation(models.Model): class ChildrenEducation(models.Model):
_name = "children.education" _name = "children.education"
_inherit = ['it.declaration.submitted.lock.mixin']
_description = "Children Education" _description = "Children Education"
_rec_name = 'it_declaration_id' _rec_name = 'it_declaration_id'
@ -38,6 +39,7 @@ class ChildrenEducation(models.Model):
class ChildrenEducationCosting(models.Model): class ChildrenEducationCosting(models.Model):
_name = 'children.education.costing' _name = 'children.education.costing'
_inherit = ['it.declaration.submitted.lock.mixin']
_description = "Children Education Costing" _description = "Children Education Costing"
child_id = fields.Char('Child ID') child_id = fields.Char('Child ID')

View File

@ -3,6 +3,7 @@ from odoo import models, fields, api, _
class US80CInsuranceLine(models.Model): class US80CInsuranceLine(models.Model):
_name = 'us80c.insurance.line' _name = 'us80c.insurance.line'
_inherit = ['it.declaration.submitted.lock.mixin']
_description = 'US80C Insurance Line' _description = 'US80C Insurance Line'
it_declaration_id = fields.Many2one('emp.it.declaration', string="IT Declaration") it_declaration_id = fields.Many2one('emp.it.declaration', string="IT Declaration")
@ -30,6 +31,7 @@ class US80CInsuranceLine(models.Model):
class EmployeeLifeInsurance(models.Model): class EmployeeLifeInsurance(models.Model):
_name = 'employee.life.insurance' _name = 'employee.life.insurance'
_inherit = ['it.declaration.submitted.lock.mixin']
_description = 'Employee Life Insurance' _description = 'Employee Life Insurance'
parent_id = fields.Many2one('us80c.insurance.line', string="Parent Line") # Link to parent parent_id = fields.Many2one('us80c.insurance.line', string="Parent Line") # Link to parent

View File

@ -0,0 +1,308 @@
from datetime import date
from dateutil.relativedelta import relativedelta
from odoo import api, fields, models, _
from odoo.exceptions import UserError
class HrTdsCalculation(models.TransientModel):
_inherit = 'l10n.in.tds.computation.wizard'
def default_get(self, fields):
res = super().default_get(fields)
# Remove the standard_deduction if it was set by parent
if 'standard_deduction' in res:
del res['standard_deduction']
return res
tax_regime = fields.Selection([
('new', 'New Regime'),
('old', 'Old Regime')
], string="Tax Regime", required=True, default='new')
standard_deduction = fields.Float(
string="Standard Deduction",
compute="_compute_standard_deduction",
readonly=True,
)
def _get_regular_pay_structure(self):
self.ensure_one()
if self.payslip_id and self.payslip_id.struct_id:
return self.payslip_id.struct_id
if self.contract_id.structure_type_id.default_struct_id:
return self.contract_id.structure_type_id.default_struct_id
return self.env['hr.payroll.structure']
def _get_annualization_factor(self):
self.ensure_one()
if self.contract_id:
return self.contract_id._get_salary_costs_factor()
return 12
def _get_monthly_gross_from_structure(self):
self.ensure_one()
if not self.contract_id or not self.contract_id.employee_id:
return 0.0
structure = self._get_regular_pay_structure()
payslip = self.payslip_id
dummy_payslip = self.env['hr.payslip']
if not payslip:
today = fields.Date.today()
period_start = today.replace(day=1)
period_end = fields.Date.end_of(period_start, 'month')
dummy_payslip = self.env['hr.payslip'].sudo().create({
'name': 'TDS Gross Preview',
'employee_id': self.contract_id.employee_id.id,
'contract_id': self.contract_id.id,
'struct_id': structure.id or self.contract_id.structure_type_id.default_struct_id.id,
'date_from': period_start,
'date_to': period_end,
})
dummy_payslip.sudo().compute_sheet()
payslip = dummy_payslip
try:
gross_lines = payslip.line_ids.filtered(lambda line: line.salary_rule_id.code == 'GROSS')
if gross_lines:
return sum(gross_lines.mapped('total'))
return self.contract_id.wage or 0.0
finally:
if dummy_payslip:
dummy_payslip.sudo().action_payslip_cancel()
dummy_payslip.sudo().unlink()
def _get_current_payroll_period(self):
today = fields.Date.today()
return self.env['payroll.period'].search([
('from_date', '<=', today),
('to_date', '>=', today),
], limit=1)
def _get_age_category(self, age):
if age < 60:
return 'below_60'
if age < 80:
return '60_to_80'
return 'above_80'
def _get_employee_age(self):
self.ensure_one()
employee = self.contract_id.employee_id
if employee and employee.birthday:
return relativedelta(date.today(), employee.birthday).years
return 30
def _find_applicable_slab(self, regime):
self.ensure_one()
period = self._get_current_payroll_period()
if not period:
return self.env['it.slab.master']
age_category = self._get_age_category(self._get_employee_age())
return self.env['it.slab.master'].search([
('period_id', '=', period.id),
('regime', '=', regime),
('age_category', '=', age_category),
'|',
('residence_type', '=', 'resident'),
('residence_type', '=', 'both'),
], limit=1)
def _get_standard_deduction_amount(self, regime, slab_master=False):
if slab_master and slab_master.standard_deduction:
return slab_master.standard_deduction
return 75000.0 if regime == 'new' else 50000.0
def _compute_tax_using_slab(self, taxable_income, slab_master):
rules = slab_master.rules.sorted(lambda r: (r.sequence, r.max_income or float('inf')))
applicable_rule = False
previous_rules = self.env['it.slab.master.rules']
for rule in rules:
min_income = rule.min_income or 0.0
max_income = rule.max_income or float('inf')
if min_income < taxable_income <= max_income:
applicable_rule = rule
previous_rules = rules.filtered(
lambda r: r.sequence < rule.sequence or
(r.sequence == rule.sequence and (r.max_income or float('inf')) < max_income)
)
break
if not applicable_rule:
return 0.0
previous_max_income = previous_rules[-1].max_income if previous_rules else 0.0
current_tax = (taxable_income - previous_max_income) * (applicable_rule.tax_rate / 100.0)
previous_fixed_amounts = sum(previous_rules.mapped('fixed_amount'))
return current_tax + previous_fixed_amounts
def _compute_rebate(self, regime, taxable_income, slab_tax):
if regime == 'old':
if taxable_income <= 500000.0:
return min(12500.0, slab_tax)
return 0.0
if taxable_income >= 1200000.0:
return max(0.0, slab_tax - (taxable_income - 1200000.0))
return min(60000.0, slab_tax)
def _compute_surcharge(self, slab_master, taxable_income, tax_after_rebate):
surcharge_rate = 0.0
for rule in slab_master.surcharges.sorted('min_income'):
max_income = rule.max_income or float('inf')
if rule.min_income < taxable_income <= max_income:
surcharge_rate = rule.surcharge_rate
return tax_after_rebate * (surcharge_rate / 100.0)
def _compute_cess(self, slab_master, taxable_income, tax_with_surcharge):
cess_rate = 4.0
for rule in slab_master.rules.sorted('min_income'):
max_income = rule.max_income or float('inf')
if rule.min_income < taxable_income <= max_income:
cess_rate = rule.cess_rate or 4.0
break
return tax_with_surcharge * (cess_rate / 100.0)
def _compute_tax_from_custom_slab(self, total_income, regime, slab_master):
taxable_income = max(total_income - self._get_standard_deduction_amount(regime, slab_master), 0.0)
slab_tax = self._compute_tax_using_slab(taxable_income, slab_master)
rebate = self._compute_rebate(regime, taxable_income, slab_tax)
total_tax_on_income = max(0.0, slab_tax - rebate)
surcharge = self._compute_surcharge(slab_master, taxable_income, total_tax_on_income)
tax_with_surcharge = total_tax_on_income + surcharge
cess = self._compute_cess(slab_master, taxable_income, tax_with_surcharge) if tax_with_surcharge else 0.0
return {
'taxable_income': taxable_income,
'tax_on_taxable_income': slab_tax,
'rebate': rebate,
'total_tax_on_income': total_tax_on_income,
'surcharge': surcharge,
'cess': cess,
'total_tax': tax_with_surcharge + cess,
}
def _compute_tax_from_rule_parameters(self, total_income, standard_deduction):
rule_parameter = self.env['hr.rule.parameter']
tax_slabs = rule_parameter._get_parameter_from_code('l10n_in_tds_rate_chart')
tax_slabs_for_surcharge = rule_parameter._get_parameter_from_code('l10n_in_surcharge_rate')
min_income_for_surcharge = rule_parameter._get_parameter_from_code('l10n_in_min_income_surcharge')
min_income_for_rebate = rule_parameter._get_parameter_from_code('l10n_in_min_income_tax_rebate')
taxable_income = max(total_income - standard_deduction, 0.0)
tax = 0.0
for rate, (lower, upper) in tax_slabs:
if taxable_income <= lower:
break
taxable_amount = min(taxable_income, float(upper)) - lower
tax += round(taxable_amount * rate)
if taxable_income >= min_income_for_rebate:
marginal_income = taxable_income - min_income_for_rebate
rebate = max(tax - marginal_income, 0.0)
else:
rebate = tax
total_tax_on_income = tax - rebate
surcharge = 0.0
if taxable_income > min_income_for_surcharge:
for rate, amount in tax_slabs_for_surcharge:
if taxable_income <= float(amount[1]):
surcharge = total_tax_on_income * rate
break
max_tax_slabs = rule_parameter._get_parameter_from_code('l10n_in_max_surcharge_tax_rate')
max_taxable_income, max_tax, max_surcharge = 0.0, 0.0, 0.0
for income, tax_amount, surcharge_rate in max_tax_slabs:
if taxable_income <= income:
break
max_taxable_income, max_tax, max_surcharge = income, tax_amount, surcharge_rate
excess_income = taxable_income - max_taxable_income
max_tax_with_surcharge = max_tax + max_surcharge
total_tax_with_surcharge = total_tax_on_income + surcharge
excess_tax = total_tax_with_surcharge - max_tax_with_surcharge
if excess_tax - excess_income > 0:
surcharge = max_tax_with_surcharge + taxable_income - max_taxable_income - total_tax_on_income
cess = (total_tax_on_income + surcharge) * 0.04
return {
'taxable_income': taxable_income,
'tax_on_taxable_income': tax,
'rebate': rebate,
'total_tax_on_income': total_tax_on_income,
'surcharge': surcharge,
'cess': cess,
'total_tax': total_tax_on_income + surcharge + cess,
}
@api.depends('contract_id', 'payslip_id', 'contract_id.structure_type_id', 'contract_id.wage')
def _compute_total_income(self):
for record in self:
if not record.contract_id:
record.total_income = 0.0
continue
monthly_gross = record._get_monthly_gross_from_structure()
rule_parameter = self.env['hr.rule.parameter']
pf = 0
if record.contract_id:
amounts = rule_parameter._get_parameter_from_code('l10n_in_professional_tax')
cost = record.contract_id.wage -1800
if cost >= 20000:
pf = amounts[0]
elif cost >= 15001 and cost < 20000:
pf = amounts[1]
else:
pf = 0
record.total_income = (monthly_gross * record._get_annualization_factor()) + (pf * 12)
@api.depends('contract_id', 'payslip_id', 'total_income')
def _compute_net_monthly(self):
for record in self:
factor = record._get_annualization_factor() if record.contract_id else 12
if record.payslip_id and record.payslip_id.net_wage:
record.net_monthly = record.payslip_id.net_wage
elif factor:
record.net_monthly = record.total_income / factor
else:
record.net_monthly = 0.0
@api.depends('tax_regime', 'contract_id')
def _compute_standard_deduction(self):
for record in self:
slab_master = record._find_applicable_slab(record.tax_regime) if record.tax_regime else False
record.standard_deduction = record._get_standard_deduction_amount(record.tax_regime or 'new', slab_master)
@api.depends('total_income', 'tax_regime', 'standard_deduction', 'contract_id')
def _compute_taxable_income(self):
for record in self:
if not record.total_income:
record.taxable_income = 0.0
record.tax_on_taxable_income = 0.0
record.rebate = 0.0
record.total_tax_on_income = 0.0
record.surcharge = 0.0
record.cess = 0.0
record.total_tax = 0.0
continue
slab_master = record._find_applicable_slab(record.tax_regime) if record.tax_regime else False
if slab_master:
values = record._compute_tax_from_custom_slab(record.total_income, record.tax_regime, slab_master)
else:
values = record._compute_tax_from_rule_parameters(record.total_income, record.standard_deduction)
record.taxable_income = values['taxable_income']
record.tax_on_taxable_income = values['tax_on_taxable_income']
record.rebate = values['rebate']
record.total_tax_on_income = values['total_tax_on_income']
record.surcharge = values['surcharge']
record.cess = values['cess']
record.total_tax = values['total_tax']

View File

@ -0,0 +1,17 @@
<?xml version="1.0" encoding="UTF-8" ?>
<odoo>
<record id="l10n_in_tds_computation_wizard_view_form_inherit" model="ir.ui.view">
<field name="name">l10n.in.tds.computation.wizard.view.form</field>
<field name="model">l10n.in.tds.computation.wizard</field>
<field name="inherit_id" ref="l10n_in_hr_payroll.l10n_in_tds_computation_wizard_view_form"/>
<field name="arch" type="xml">
<xpath expr="//form/group/field[@name='total_income']" position="after">
<field name="tax_regime" widget="radio" options="{'horizontal': true}"/>
</xpath>
<xpath expr="//form/group/field[@name='standard_deduction']" position="attributes">
<attribute name="force_save">1</attribute>
</xpath>
</field>
</record>
</odoo>

View File

@ -3,6 +3,7 @@ import math
class LetoutHouseProperty(models.Model): class LetoutHouseProperty(models.Model):
_name = 'letout.house.property' _name = 'letout.house.property'
_inherit = ['it.declaration.submitted.lock.mixin']
_description = 'Letout House Property Details' _description = 'Letout House Property Details'
it_declaration_id = fields.Many2one('emp.it.declaration', string="IT Declaration") it_declaration_id = fields.Many2one('emp.it.declaration', string="IT Declaration")

View File

@ -3,6 +3,7 @@ from odoo import models, fields, api
class NSCDeclarationLine(models.Model): class NSCDeclarationLine(models.Model):
_name = 'nsc.declaration.line' _name = 'nsc.declaration.line'
_inherit = ['it.declaration.submitted.lock.mixin']
_description = 'NSC Declaration Line' _description = 'NSC Declaration Line'
it_declaration_id = fields.Many2one('emp.it.declaration', string="IT Declaration", required=True) it_declaration_id = fields.Many2one('emp.it.declaration', string="IT Declaration", required=True)
@ -19,6 +20,7 @@ class NSCDeclarationLine(models.Model):
class NSCEntry(models.Model): class NSCEntry(models.Model):
_name = 'nsc.entry' _name = 'nsc.entry'
_inherit = ['it.declaration.submitted.lock.mixin']
_description = 'NSC Entry' _description = 'NSC Entry'
parent_id = fields.Many2one('nsc.declaration.line', string="NSC Declaration") parent_id = fields.Many2one('nsc.declaration.line', string="NSC Declaration")

View File

@ -3,6 +3,7 @@ from odoo import models, fields, api
class NSCInterestLine(models.Model): class NSCInterestLine(models.Model):
_name = 'nsc.interest.line' _name = 'nsc.interest.line'
_inherit = ['it.declaration.submitted.lock.mixin']
_description = 'NSC Interest Line' _description = 'NSC Interest Line'
@ -23,6 +24,7 @@ class NSCInterestLine(models.Model):
class NSCEntry(models.Model): class NSCEntry(models.Model):
_name = 'nsc.interest.entry' _name = 'nsc.interest.entry'
_inherit = ['it.declaration.submitted.lock.mixin']
_description = 'NSC Entry' _description = 'NSC Entry'
parent_id = fields.Many2one('nsc.interest.line', string="NSC Interest") parent_id = fields.Many2one('nsc.interest.line', string="NSC Interest")

View File

@ -3,6 +3,7 @@ from odoo import models, fields, api
class SelfOccupiedProperty(models.Model): class SelfOccupiedProperty(models.Model):
_name = 'self.occupied.property' _name = 'self.occupied.property'
_inherit = ['it.declaration.submitted.lock.mixin']
_description = 'Self Occupied House Property Details' _description = 'Self Occupied House Property Details'
it_declaration_id = fields.Many2one('emp.it.declaration', string="IT Declaration") it_declaration_id = fields.Many2one('emp.it.declaration', string="IT Declaration")

View File

@ -18,7 +18,7 @@ class website_hr_recruitment_applications_extended(website_hr_recruitment_applic
applicant = request.env['hr.applicant'].sudo().browse(applicant_id) applicant = request.env['hr.applicant'].sudo().browse(applicant_id)
if not applicant.exists(): if not applicant.exists():
return request.not_found() return request.not_found()
if applicant and applicant.send_post_onboarding_form: if applicant:
if applicant.post_onboarding_form_status == 'done': if applicant.post_onboarding_form_status == 'done':
return request.render("hr_recruitment_extended.thank_you_template", { return request.render("hr_recruitment_extended.thank_you_template", {
'applicant': applicant 'applicant': applicant
@ -38,7 +38,7 @@ class website_hr_recruitment_applications_extended(website_hr_recruitment_applic
return f"Error: Applicant with ID {applicant_id} not found" return f"Error: Applicant with ID {applicant_id} not found"
# Business logic check # Business logic check
if not applicant.send_post_onboarding_form or applicant.post_onboarding_form_status != 'done': if applicant.post_onboarding_form_status != 'done':
return f"Error: Applicant {applicant_id} does not meet the criteria for download" return f"Error: Applicant {applicant_id} does not meet the criteria for download"
# Get the template # Get the template

View File

@ -1,4 +1,4 @@
from odoo import fields, api, models, _ from odoo import api, fields, models, _
from odoo.exceptions import UserError from odoo.exceptions import UserError
@ -31,8 +31,7 @@ class HREmployee(models.Model):
'recruitment_stage_id': self.env.ref('employee_jod.hired_stage8').id, 'recruitment_stage_id': self.env.ref('employee_jod.hired_stage8').id,
}) })
rec.applicant_id = application.id rec.applicant_id = application.id
rec.sudo().applicant_id.send_post_onboarding_form = True return rec.sudo().applicant_id.send_jod_form_to_employee()
return rec.sudo().applicant_id.send_post_onboarding_form_to_candidate()
class PostOnboardingAttachmentWizard(models.TransientModel): class PostOnboardingAttachmentWizard(models.TransientModel):
@ -44,11 +43,12 @@ class PostOnboardingAttachmentWizard(models.TransientModel):
def _onchange_template_id(self): def _onchange_template_id(self):
""" Update the email body and recipients based on the selected template. """ """ Update the email body and recipients based on the selected template. """
if self.template_id: if self.template_id:
record_id = self.env.context.get('active_id') record_id = self.env.context.get('applicant_id')
model = self.env.context.get('active_model') model = self.env.context.get('active_model')
if model == 'applicant.request.forms':
if model == 'hr.applicant':
applicant = self.env['hr.applicant'].browse(record_id) applicant = self.env['hr.applicant'].browse(record_id)
elif model == 'hr.applicant':
applicant = self.env['hr.applicant'].browse(self.env.context.get('active_id'))
else: else:
if model == 'hr.employee': if model == 'hr.employee':
applicant = self.env['hr.employee'].browse(record_id).applicant_id applicant = self.env['hr.employee'].browse(record_id).applicant_id
@ -74,14 +74,30 @@ class PostOnboardingAttachmentWizard(models.TransientModel):
for rec in self: for rec in self:
self.ensure_one() self.ensure_one()
context = self.env.context context = self.env.context
active_id = context.get('active_id') active_id = context.get('applicant_id')
model = context.get('active_model') model = context.get('active_model')
request_token = False
request_upload_url = False
if model == 'hr.applicant': if model == 'applicant.request.forms':
applicant = self.env['hr.applicant'].browse(active_id) applicant = self.env['hr.applicant'].browse(active_id)
elif model == 'hr.applicant':
applicant = self.env['hr.applicant'].browse(context.get('active_id'))
elif model == 'hr.employee':
applicant = self.env['hr.employee'].browse(active_id).applicant_id
else: else:
if model == 'hr.employee': applicant = self.env['hr.applicant'].browse(active_id)
applicant = self.env['hr.employee'].browse(active_id).applicant_id
if rec.is_pre_onboarding_attachment_request and not rec.request_form_id:
raise UserError("A document request form is required before sending this email.")
if rec.request_form_id:
request_token = rec.request_form_id._issue_new_access_token()
base_url = self.get_base_url()
request_upload_url = (
f"{base_url}/FTPROTECH/DocRequests/"
f"{applicant.id}/{rec.request_form_id.id}?token={request_token}"
)
applicant.recruitment_attachments = [(4, attachment.id) for attachment in rec.req_attachment_ids] applicant.recruitment_attachments = [(4, attachment.id) for attachment in rec.req_attachment_ids]
@ -93,22 +109,29 @@ class PostOnboardingAttachmentWizard(models.TransientModel):
lambda a: a.attachment_type == 'previous_employer').mapped('name') lambda a: a.attachment_type == 'previous_employer').mapped('name')
other_docs = rec.req_attachment_ids.filtered(lambda a: a.attachment_type == 'others').mapped('name') other_docs = rec.req_attachment_ids.filtered(lambda a: a.attachment_type == 'others').mapped('name')
# Prepare context for the template
email_context = { email_context = {
'applicant_request_form_id': rec.request_form_id.id,
'applicant_request_form_token': request_token,
'applicant_request_form_url': request_upload_url,
'personal_docs': personal_docs, 'personal_docs': personal_docs,
'education_docs': education_docs, 'education_docs': education_docs,
'previous_employer_docs': previous_employer_docs, 'previous_employer_docs': previous_employer_docs,
'other_docs': other_docs, 'other_docs': other_docs,
} }
rendered_subject = template.with_context(**email_context)._render_field(
'subject', [applicant.id]
)[applicant.id]
rendered_body_html = template.with_context(**email_context)._render_field(
'body_html', [applicant.id], compute_lang=True
)[applicant.id]
email_values = { email_values = {
'email_from': rec.email_from, 'email_from': rec.email_from,
'email_to': rec.email_to, 'email_to': rec.email_to,
'email_cc': rec.email_cc, 'email_cc': rec.email_cc,
'subject': rec.email_subject, 'subject': rendered_subject or rec.email_subject,
'body_html': rendered_body_html,
'attachment_ids': [(6, 0, rec.attachment_ids.ids)], 'attachment_ids': [(6, 0, rec.attachment_ids.ids)],
} }
# Use 'with_context' to override the email template fields dynamically
if rec.send_mail: if rec.send_mail:
template.sudo().with_context(default_body_html=rec.email_body, template.sudo().with_context(default_body_html=rec.email_body,
**email_context).send_mail(applicant.id, email_values=email_values, **email_context).send_mail(applicant.id, email_values=email_values,
@ -116,7 +139,7 @@ class PostOnboardingAttachmentWizard(models.TransientModel):
base_url = self.get_base_url() base_url = self.get_base_url()
if rec.is_pre_onboarding_attachment_request: if rec.is_pre_onboarding_attachment_request:
applicant.doc_requests_form_status = 'email_sent_to_candidate' rec.request_form_id.status = 'email_sent_to_candidate'
else: else:
applicant.post_onboarding_form_status = 'email_sent_to_candidate' applicant.post_onboarding_form_status = 'email_sent_to_candidate'
applicant.joining_form_link = '%s/FTPROTECH/JoiningForm/%s'%(base_url,applicant.id) applicant.joining_form_link = '%s/FTPROTECH/JoiningForm/%s'%(base_url,applicant.id)

View File

@ -35,7 +35,7 @@
<field name="model">hr.applicant</field> <field name="model">hr.applicant</field>
<field name="inherit_id" ref="hr_recruitment_extended.hr_applicant_view_form_inherit"/> <field name="inherit_id" ref="hr_recruitment_extended.hr_applicant_view_form_inherit"/>
<field name="arch" type="xml"> <field name="arch" type="xml">
<xpath expr="//field[@name='post_onboarding_form_status']" position="after"> <xpath expr="//field[@name='candidate_id']" position="after">
<field name="joining_form_link" force_save="1" readonly="1"/> <field name="joining_form_link" force_save="1" readonly="1"/>
</xpath> </xpath>
</field> </field>

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

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@ -0,0 +1,9 @@
# from odoo import http
# from odoo.http import request
#
# class MyAPI(http.Controller):
#
# @http.route('/api/products', type='json', auth='user', methods=['GET'])
# def get_products(self):
# products = request.env['product.product'].search([])
# return [{"id": p.id, "name": p.name} for p in products]

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@ -0,0 +1,56 @@
from odoo import http
from odoo.http import request
class MobileArchiveController(http.Controller):
@http.route( '/mobile/archive_record',type='json',auth='user',methods=['POST'],csrf=False)
def archive_record(self, model=None, res_ids=None, archive=True):
if not model or not res_ids:
return {
'status': False,
'message': 'model and res_ids are required'
}
try:
# Ensure list
if not isinstance(res_ids, list):
return {
'status': False,
'message': 'res_ids must be a list'
}
records = request.env[model].sudo().browse(res_ids)
if not records.exists():
return {
'status': False,
'message': 'Records not found'
}
# Check active field exists
if 'active' not in records._fields:
return {
'status': False,
'message': 'Archive not supported for this model'
}
# Archive / Unarchive
records.write({
'active': not archive
})
return {
'status': True,
'message': 'Records archived successfully'
if archive else
'Records unarchived successfully'
}
except Exception as e:
return {
'status': False,
'message': str(e)
}

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

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@ -0,0 +1,33 @@
{
'name': 'Grace period Attendance',
'version': '18.0.1.0.0',
'category': 'Human Resources',
'summary': 'Attendances grace Period',
'author': 'Srivyn Platforms',
'license': 'LGPL-3',
'depends': [
'hr',
'hr_attendance',
'hr_holidays',
'resource',
'hr_attendance_extended',
'roster_management',
],
'data': [
'security/ir.model.access.csv',
'data/resource_calendar_weekday_data.xml',
'data/sequence.xml',
'views/resource_calendar_period.xml',
'views/attendance_data.xml',
'views/late_coming_request.xml',
'views/hr_employee_inherit.xml',
'views/late_coming_mail_template.xml',
'views/ot_request.xml',
'views/ot_mail_template.xml',
],
'installable': True,
'application': False,
}

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@ -0,0 +1,47 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo noupdate="1">
<record id="weekday_monday"
model="resource.calendar.weekday">
<field name="name">Monday</field>
<field name="code">0</field>
</record>
<record id="weekday_tuesday"
model="resource.calendar.weekday">
<field name="name">Tuesday</field>
<field name="code">1</field>
</record>
<record id="weekday_wednesday"
model="resource.calendar.weekday">
<field name="name">Wednesday</field>
<field name="code">2</field>
</record>
<record id="weekday_thursday"
model="resource.calendar.weekday">
<field name="name">Thursday</field>
<field name="code">3</field>
</record>
<record id="weekday_friday"
model="resource.calendar.weekday">
<field name="name">Friday</field>
<field name="code">4</field>
</record>
<record id="weekday_saturday"
model="resource.calendar.weekday">
<field name="name">Saturday</field>
<field name="code">5</field>
</record>
<record id="weekday_sunday"
model="resource.calendar.weekday">
<field name="name">Sunday</field>
<field name="code">6</field>
</record>
</odoo>

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@ -0,0 +1,24 @@
<odoo>
<record id="seq_late_coming_request"
model="ir.sequence">
<field name="name">
Late Coming Request
</field>
<field name="code">
late.coming.request
</field>
<field name="prefix">
LCR/
</field>
<field name="padding">
5
</field>
</record>
</odoo>

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@ -0,0 +1,5 @@
from . import resource_calendar_period
from . import late_coming_request
from . import ot_request
from . import attendance_data
from . import hr_employee_inherit

File diff suppressed because it is too large Load Diff

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@ -0,0 +1,45 @@
from odoo import fields, models
class HREmployee(models.Model):
_inherit = 'hr.employee'
attendance_analytics_count = fields.Integer(
string="Attendance Count",
compute="_compute_attendance_analytics_count"
)
attendance_mode = fields.Selection(
[
('office', 'Office Based'),
('remote', 'Remote'),
('hybrid', 'Hybrid'),
('shift', 'Shift Based'),
],
string='Attendance Mode',
default='office',
tracking=True,
)
def _compute_attendance_analytics_count(self):
analytics = self.env['attendance.analytics']
for rec in self:
rec.attendance_analytics_count = analytics.search_count([
('employee_id', '=', rec.id)
])
def action_open_attendance_analytics(self):
self.ensure_one()
return {
'type': 'ir.actions.act_window',
'name': 'Attendance Sheet',
'res_model': 'attendance.analytics',
'view_mode': 'list,pivot,graph',
'domain': [('employee_id', '=', self.id)],
'context': {
'search_default_employee_id': self.id
}
}

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@ -0,0 +1,182 @@
from odoo import fields, models, _
from odoo.exceptions import UserError
class LateComingRequest(models.Model):
_name = 'late.coming.request'
_description = 'Late Coming Request'
_inherit = ['mail.thread', 'mail.activity.mixin']
_rec_name = 'employee_id'
employee_id = fields.Many2one(
'hr.employee',
string="Employee",
required=True
)
manager_id = fields.Many2one(
'hr.employee',
related='employee_id.parent_id',
store=True,
string="Manager"
)
department_id = fields.Many2one(
'hr.department',
related='employee_id.department_id',
store=True,
string="Department"
)
attendance_date = fields.Date(
string="Attendance Date"
)
check_in = fields.Datetime(
string="Check In"
)
worked_hours = fields.Float(
string="Worked Hours"
)
expected_check_in = fields.Float(
string="Expected Check In"
)
late_minutes = fields.Float(
string="Late Minutes"
)
department_grace_period = fields.Integer(
string="Department Grace Period"
)
required_checkout_time = fields.Float(
string="Required Checkout Time"
)
compensation_pending = fields.Boolean(
string="Compensation Pending"
)
compensation_minutes = fields.Float(
string="Compensation Minutes"
)
reason = fields.Text(
string="Reason"
)
manager_comment = fields.Text(
string="Manager Comment"
)
status_message = fields.Char(
string="Status"
)
state = fields.Selection([
('draft', 'Draft'),
('submitted', 'Submitted'),
('approved', 'Approved'),
('rejected', 'Rejected')
],
string="Status",
default='draft'
)
def action_submit(self):
for rec in self:
if not rec.reason:
raise UserError(
_("Please enter reason.")
)
if not rec.manager_id:
raise UserError(
_("Manager not configured.")
)
if not rec.manager_id.work_email:
raise UserError(
_("Manager work email not configured.")
)
rec.state = 'submitted'
template = self.env.ref(
'grace_period.email_template_late_coming_request'
)
template.send_mail(
rec.id,
force_send=True
)
rec.message_post(
body=_("Request Submitted.")
)
def action_approve(self):
for rec in self:
if (
rec.manager_id.user_id != self.env.user
and not self.env.user.has_group(
'hr.group_hr_manager'
)
):
raise UserError(
_("Only Manager or HR can approve.")
)
rec.state = 'approved'
def action_reject(self):
for rec in self:
if (
rec.manager_id.user_id != self.env.user
and not self.env.user.has_group(
'hr.group_hr_manager'
)
):
raise UserError(
_("Only Manager or HR can reject.")
)
if not rec.employee_id.work_email:
raise UserError(
_("Employee work email not configured.")
)
rec.state = 'rejected'
template = self.env.ref(
'grace_period.email_template_late_coming_rejected'
)
template.send_mail(
rec.id,
force_send=True
)
rec.message_post(
body=_("Request Rejected.")
)
def action_reset_to_draft(self):
self.state = 'draft'

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@ -0,0 +1,158 @@
from odoo import fields, models, _
from odoo.exceptions import UserError
class OvertimeRequest(models.Model):
_name = 'overtime.request'
_description = 'Overtime Request'
_inherit = ['mail.thread', 'mail.activity.mixin']
_rec_name = 'employee_id'
employee_id = fields.Many2one(
'hr.employee',
required=True,
tracking=True
)
department_id = fields.Many2one(
'hr.department',
related='employee_id.department_id',
store=True
)
manager_id = fields.Many2one(
'hr.employee',
related='employee_id.parent_id',
store=True
)
attendance_date = fields.Date(
tracking=True
)
check_in = fields.Datetime()
check_out = fields.Datetime()
worked_hours = fields.Float()
hours_per_day = fields.Float()
allowed_ot_limit = fields.Float()
overtime_hours = fields.Float(
tracking=True
)
reason = fields.Text(
tracking=True
)
state = fields.Selection([
('draft', 'Draft'),
('submitted', 'Submitted'),
('approved', 'Approved'),
('rejected', 'Rejected')
], default='draft', tracking=True)
def action_submit(self):
for rec in self:
if not rec.reason:
raise UserError(
_("Please enter reason.")
)
if not rec.manager_id:
raise UserError(
_("Manager not configured.")
)
if not rec.manager_id.work_email:
raise UserError(
_("Manager email not configured.")
)
rec.state = 'submitted'
template = self.env.ref(
'grace_period.email_template_ot_request'
)
template.send_mail(
rec.id,
force_send=True
)
rec.message_post(
body=_(
"OT Request Submitted"
)
)
def action_approve(self):
for rec in self:
if (
rec.manager_id.user_id != self.env.user
and not self.env.user.has_group(
'hr.group_hr_manager'
)
):
raise UserError(
_("Only Manager or HR can approve.")
)
rec.state = 'approved'
rec.message_post(
body=_("Overtime Request Approved.")
)
def action_reject(self):
for rec in self:
if (
rec.manager_id.user_id != self.env.user
and not self.env.user.has_group(
'hr.group_hr_manager'
)
):
raise UserError(
_("Only Manager or HR can reject.")
)
rec.state = 'rejected'
template = self.env.ref(
'grace_period.email_template_ot_rejected'
)
template.send_mail(
rec.id,
force_send=True
)
rec.message_post(
body=_("Overtime Request Rejected.")
)
def action_reset_to_draft(self):
self.state = 'draft'
self.message_post(
body=_(
"Reset to Draft"
)
)

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@ -0,0 +1,113 @@
from odoo import api, fields, models, tools
class ResourceCalendar(models.Model):
_inherit = 'resource.calendar'
weekday_ids = fields.Many2many(
'resource.calendar.weekday',
'resource_calendar_weekday_rel',
'calendar_id',
'weekday_id',
string="Weekdays"
)
weekend_ids = fields.Many2many(
'resource.calendar.weekday',
'resource_calendar_weekend_rel',
'calendar_id',
'weekday_id',
string="Weekends"
)
shift_start_time = fields.Float(string="Start Time")
shift_end_time = fields.Float(string="End Time")
late_grace_period = fields.Integer(default=15)
early_out_grace_period = fields.Integer(default=0)
over_time_hrs = fields.Float(default=2)
department_grace_ids = fields.One2many(
'resource.calendar.department.grace',
'calendar_id',
string="Department Grace Periods"
)
def action_generate_schedule(self):
for rec in self:
attendance_commands = [(5, 0, 0)]
added_days = []
for day in rec.weekday_ids:
# Avoid duplicate weekdays
if day.code in added_days:
continue
added_days.append(day.code)
attendance_commands.append((0, 0, {
'name': day.name,
'dayofweek': day.code,
'hour_from': rec.shift_start_time,
'hour_to': rec.shift_end_time,
}))
# Single write operation
rec.write({
'attendance_ids': attendance_commands
})
# ------------------------------------
# Department Grace Period Generation
# ------------------------------------
department_commands = [(5, 0, 0)]
departments = self.env['hr.department'].search([])
for dept in departments:
department_commands.append((0, 0, {
'department_id': dept.id,
'grace_period': 0,
}))
rec.write({
'department_grace_ids': department_commands
})
class ResourceCalendarWeekday(models.Model):
_name = 'resource.calendar.weekday'
_description = 'Weekday Master'
name = fields.Char(required=True)
code = fields.Selection([
('0', 'Monday'),
('1', 'Tuesday'),
('2', 'Wednesday'),
('3', 'Thursday'),
('4', 'Friday'),
('5', 'Saturday'),
('6', 'Sunday'),
], required=True)
class ResourceCalendarDepartmentGrace(models.Model):
_name = 'resource.calendar.department.grace'
_description = 'Department Wise Grace Period'
calendar_id = fields.Many2one(
'resource.calendar',
string="Working Schedule",
ondelete='cascade'
)
department_id = fields.Many2one(
'hr.department',
string="Department",
required=True
)
grace_period = fields.Integer(
string="Grace Period (Minutes)",
required=True
)

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@ -0,0 +1,8 @@
id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
access_resource_calendar_weekday, resource_calendar_weekday,model_resource_calendar_weekday,base.group_user,1,1,1,1
access_attendance_analytics_user,attendance.analytics.user,model_attendance_analytics,base.group_user,1,0,0,0
access_attendance_analytics_manager,attendance.analytics.manager,model_attendance_analytics,hr.group_hr_manager,1,1,1,0
access_attendance_analytics_admin,attendance.analytics.admin,model_attendance_analytics,base.group_system,1,1,1,1
access_late_coming_request,attendance_late_coming_request,model_late_coming_request,base.group_user,1,1,1,1
access_resource_calendar_department_grace,resource_calendar_department_grace,model_resource_calendar_department_grace,base.group_user,1,1,1,1
access_overtime_request,overtime_request,model_overtime_request,base.group_user,1,1,1,1
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
2 access_resource_calendar_weekday resource_calendar_weekday model_resource_calendar_weekday base.group_user 1 1 1 1
3 access_attendance_analytics_user attendance.analytics.user model_attendance_analytics base.group_user 1 0 0 0
4 access_attendance_analytics_manager attendance.analytics.manager model_attendance_analytics hr.group_hr_manager 1 1 1 0
5 access_attendance_analytics_admin attendance.analytics.admin model_attendance_analytics base.group_system 1 1 1 1
6 access_late_coming_request attendance_late_coming_request model_late_coming_request base.group_user 1 1 1 1
7 access_resource_calendar_department_grace resource_calendar_department_grace model_resource_calendar_department_grace base.group_user 1 1 1 1
8 access_overtime_request overtime_request model_overtime_request base.group_user 1 1 1 1

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@ -0,0 +1,154 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- ===================================================== -->
<!-- EMPLOYEE: Can see only own attendance -->
<!-- ===================================================== -->
<record id="attendance_analytics_employee_rule"
model="ir.rule">
<field name="name">
Attendance Analytics - Employee Own Records
</field>
<field name="model_id"
ref="model_attendance_analytics"/>
<field name="domain_force">
[('employee_id.user_id', '=', user.id)]
</field>
<field name="groups"
eval="[(4, ref('base.group_user'))]"/>
</record>
<!-- ===================================================== -->
<!-- MANAGER: Can see subordinate employees -->
<!-- ===================================================== -->
<record id="attendance_analytics_manager_rule"
model="ir.rule">
<field name="name">
Attendance Analytics - Manager Records
</field>
<field name="model_id"
ref="model_attendance_analytics"/>
<field name="domain_force">
[
'|',
('employee_id.user_id', '=', user.id),
('employee_id.parent_id.user_id', '=', user.id)
]
</field>
<field name="groups"
eval="[(4, ref('your_module_name.group_attendance_analytics_manager'))]"/>
</record>
<!-- ===================================================== -->
<!-- ADMIN: Full Access -->
<!-- ===================================================== -->
<record id="attendance_analytics_admin_rule"
model="ir.rule">
<field name="name">
Attendance Analytics - Admin Full Access
</field>
<field name="model_id"
ref="model_attendance_analytics"/>
<field name="domain_force">
[(1, '=', 1)]
</field>
<field name="groups"
eval="[(4, ref('hr.group_hr_manager'))]"/>
</record>
<!-- ================================================= -->
<!-- EMPLOYEE -->
<!-- ================================================= -->
<record id="late_coming_request_employee_rule"
model="ir.rule">
<field name="name">
Late Coming Request Employee Rule
</field>
<field name="model_id"
ref="model_late_coming_request"/>
<field name="domain_force">
[('employee_id.user_id', '=', user.id)]
</field>
<field name="groups"
eval="[(4, ref('base.group_user'))]"/>
</record>
<record id="late_coming_request_manager_rule"
model="ir.rule">
<field name="name">
Late Coming Request Manager Rule
</field>
<field name="model_id"
ref="model_late_coming_request"/>
<field name="domain_force">
[
'|',
('employee_id.user_id', '=', user.id),
('employee_id.parent_id.user_id', '=', user.id)
]
</field>
<field name="groups"
eval="[(4, ref('your_module.group_attendance_analytics_manager'))]"/>
</record>
<!-- ================================================= -->
<!-- HR MANAGER FULL ACCESS -->
<!-- ================================================= -->
<record id="late_coming_request_hr_rule"
model="ir.rule">
<field name="name">
Late Coming Request HR Rule
</field>
<field name="model_id"
ref="model_late_coming_request"/>
<field name="domain_force">
[(1, '=', 1)]
</field>
<field name="groups"
eval="[(4, ref('hr.group_hr_manager'))]"/>
</record>
</odoo>

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@ -0,0 +1,144 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- =============================================== -->
<!-- TREE VIEW -->
<!-- =============================================== -->
<record id="view_attendance_analytics_list" model="ir.ui.view">
<field name="name">attendance.analytics.list</field>
<field name="model">attendance.analytics</field>
<field name="arch" type="xml">
<list string="Attendance Analytics">
<field name="employee_id"/>
<field name="department_id"/>
<field name="date"/>
<field name="min_check_in"/>
<field name="max_check_out"/>
<field name="worked_hours"/>
<field name="department_grace_period"/>
<field name="late_time"/>
<field name="early_out_time"/>
<field name="required_checkout_time" widget="float_time"/>
<field name="is_late"/>
<field name="is_early_out"/>
<field name="is_compensation_pending"/>
<field name="late_approved"/>
<field name="shift_id"/>
<!-- <field name="shift_name"/>-->
<field name="status"
widget="badge"
decoration-success="status == 'present'"
decoration-danger="status == 'absent'"
decoration-warning="status == 'late_in'"
decoration-info="status == 'half_day'"
decoration-primary="status == 'holiday'"/>
<button name="action_create_late_request"
type="object"
string="Request Approval"
class="btn-primary"
invisible="
is_holiday == True
or is_week_off == True
or late_approved == True
or (
late_minutes == 0
and early_out_minutes == 0
)
"/>
<button name="action_create_ot_request"
string="Apply OT"
type="object"
class="btn-warning"
invisible="ot_eligible == False"/>
<button name="action_create_shiftswap_request"
string="Swift Swap Request"
type="object"
class="btn-primary"/>
</list>
</field>
</record>
<!-- =============================================== -->
<!-- CALENDAR VIEW -->
<!-- =============================================== -->
<record id="view_attendance_analytics_calendar" model="ir.ui.view">
<field name="name">attendance.analytics.calendar</field>
<field name="model">attendance.analytics</field>
<field name="arch" type="xml">
<calendar string="Attendance Calendar"
date_start="date"
date_stop="date_end"
color="color"
mode="month"
quick_create="false"
event_open_popup="true">
<field name="display_label"/>
<field name="employee_id"/>
</calendar>
</field>
</record>
<!-- =============================================== -->
<!-- SEARCH VIEW -->
<!-- =============================================== -->
<record id="view_attendance_analytics_search" model="ir.ui.view">
<field name="name">attendance.analytics.search</field>
<field name="model">attendance.analytics</field>
<field name="arch" type="xml">
<search string="Attendance Analytics">
<field name="employee_id"/>
<field name="department_id"/>
<field name="date"/>
<separator/>
<filter string="Late"
name="late"
domain="[('is_late','=',True)]"/>
<filter string="Early Out"
name="early_out"
domain="[('is_early_out','=',True)]"/>
<filter string="Compensation Pending"
name="compensation_pending"
domain="[('is_compensation_pending','=',True)]"/>
<filter string="Holiday"
name="holiday"
domain="[('is_holiday','=',True)]"/>
<filter string="Week Off"
name="week_off"
domain="[('is_week_off','=',True)]"/>
<group expand="0"
string="Group By">
<filter string="Employee"
name="group_employee"
context="{'group_by':'employee_id'}"/>
<filter string="Department"
name="group_department"
context="{'group_by':'department_id'}"/>
<filter string="Date"
name="group_date"
context="{'group_by':'date'}"/>
<filter string="Status"
name="group_status"
context="{'group_by':'status'}"/>
</group>
</search>
</field>
</record>
<record id="action_attendance_analytics" model="ir.actions.act_window">
<field name="name">Attendance Analytics</field>
<field name="res_model">attendance.analytics</field>
<field name="view_mode">list,calendar</field>
<field name="domain">[ '|', ('employee_id.user_id', '=', uid), ('employee_id.parent_id.user_id', '=', uid) ]
</field>
<field name="search_view_id" ref="view_attendance_analytics_search"/>
</record>
<menuitem id="menu_attendance_analytics"
name="Attendance Data"
parent="hr_attendance.menu_hr_attendance_root"
action="action_attendance_analytics"
sequence="50"/>
</odoo>

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<odoo>
<record id="view_employee_form_inherit_attendance_analytics"
model="ir.ui.view">
<field name="name">
hr.employee.form.attendance.analytics
</field>
<field name="model">hr.employee</field>
<field name="inherit_id"
ref="hr.view_employee_form"/>
<field name="arch" type="xml">
<xpath expr="//div[@name='button_box']"
position="inside">
<button name="action_open_attendance_analytics"
type="object"
class="oe_stat_button"
icon="fa-calendar">
<field name="attendance_analytics_count"
string="Attendance"
widget="statinfo"/>
</button>
</xpath>
</field>
<field name="arch" type="xml">
<xpath expr="//field[@name='department_id']"
position="after">
<field name="attendance_mode"/>
</xpath>
</field>
</record>
<record id="view_employee_filter_inherit_attendance_mode"
model="ir.ui.view">
<field name="name">
hr.employee.search.attendance.mode
</field>
<field name="model">hr.employee</field>
<field name="inherit_id"
ref="hr.view_employee_filter"/>
<field name="arch" type="xml">
<xpath expr="//search" position="inside">
<filter string="Office"
name="office_employees"
domain="[('attendance_mode','=','office')]"/>
<filter string="Remote"
name="remote_employees"
domain="[('attendance_mode','=','remote')]"/>
<filter string="Hybrid"
name="hybrid_employees"
domain="[('attendance_mode','=','hybrid')]"/>
<filter string="Shift"
name="shift_employees"
domain="[('attendance_mode','=','shift')]"/>
</xpath>
</field>
</record>
</odoo>

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@ -0,0 +1,447 @@
<odoo>
<record id="email_template_late_coming_request"
model="mail.template">
<field name="name">
Late Coming Request Submitted
</field>
<field name="model_id"
ref="model_late_coming_request"/>
<field name="subject">
Late Coming Request - {{ object.employee_id.name }}
</field>
<field name="email_from">
{{ user.email }}
</field>
<field name="email_to">
{{ object.manager_id.work_email }}
</field>
<field name="body_html" type="html">
<div style="font-family: Arial, sans-serif;">
<p>
Hello
<strong t-out="object.manager_id.name"/>,
</p>
<p>
Employee
<strong t-out="object.employee_id.name"/>
has submitted a Late Coming / Compensation Request.
</p>
<table border="1"
cellpadding="6"
cellspacing="0"
style="border-collapse: collapse;">
<tr>
<td>
<strong>Employee</strong>
</td>
<td>
<span t-out="object.employee_id.name"/>
</td>
</tr>
<tr>
<td>
<strong>Department</strong>
</td>
<td>
<span t-out="object.department_id.name"/>
</td>
</tr>
<tr>
<td>
<strong>Date</strong>
</td>
<td>
<span t-out="object.attendance_date"/>
</td>
</tr>
<tr>
<td>
<strong>Check In</strong>
</td>
<td>
<span t-out="object.check_in"/>
</td>
</tr>
<tr>
<td>
<strong>Late Minutes</strong>
</td>
<td>
<span t-out="object.late_minutes"/>
</td>
</tr>
<tr t-if="object.department_grace_period">
<td>
<strong>Department Grace</strong>
</td>
<td>
<span t-out="object.department_grace_period"/>
Minutes
</td>
</tr>
<tr t-if="object.compensation_pending">
<td>
<strong>Compensation Required</strong>
</td>
<td>
Yes
</td>
</tr>
<tr t-if="object.compensation_minutes">
<td>
<strong>Pending Minutes</strong>
</td>
<td>
<span t-out="object.compensation_minutes"/>
</td>
</tr>
<tr t-if="object.required_checkout_time">
<td>
<strong>Required Checkout Time</strong>
</td>
<td>
<span t-out="object.required_checkout_time"/>
</td>
</tr>
<tr t-if="object.status_message">
<td>
<strong>Status</strong>
</td>
<td>
<span t-out="object.status_message"/>
</td>
</tr>
</table>
<br/>
<p>
<strong>Reason:</strong>
</p>
<p t-if="object.reason">
<span t-out="object.reason"/>
</p>
<p t-if="not object.reason">
No reason provided.
</p>
<br/>
<p>
Please review and take appropriate action.
</p>
<br/>
<p>
Thank You
</p>
</div>
</field>
</record>
<record id="email_template_late_coming_rejected"
model="mail.template">
<field name="name">
Late Coming Request Rejected
</field>
<field name="model_id"
ref="model_late_coming_request"/>
<field name="subject">
Your Late Coming Request was Rejected
</field>
<field name="email_from">
{{ user.email }}
</field>
<field name="email_to">
{{ object.employee_id.work_email }}
</field>
<field name="body_html" type="html">
<div style="font-family: Arial, sans-serif;">
<p>
Hello
<strong t-out="object.employee_id.name"/>,
</p>
<p>
Your Late Coming / Compensation Request has been
<strong style="color: red;">
Rejected
</strong>.
</p>
<table border="1"
cellpadding="6"
cellspacing="0"
style="border-collapse: collapse;">
<tr>
<td>
<strong>Employee</strong>
</td>
<td>
<span t-out="object.employee_id.name"/>
</td>
</tr>
<tr>
<td>
<strong>Department</strong>
</td>
<td>
<span t-out="object.department_id.name"/>
</td>
</tr>
<tr>
<td>
<strong>Attendance Date</strong>
</td>
<td>
<span t-out="object.attendance_date"/>
</td>
</tr>
<tr>
<td>
<strong>Manager</strong>
</td>
<td>
<span t-out="object.manager_id.name"/>
</td>
</tr>
<tr>
<td>
<strong>Late Minutes</strong>
</td>
<td>
<span t-out="object.late_minutes"/>
</td>
</tr>
<tr t-if="object.department_grace_period">
<td>
<strong>Department Grace</strong>
</td>
<td>
<span t-out="object.department_grace_period"/>
Minutes
</td>
</tr>
<tr t-if="object.compensation_pending">
<td>
<strong>Compensation Required</strong>
</td>
<td>
Yes
</td>
</tr>
<tr t-if="object.compensation_minutes">
<td>
<strong>Pending Minutes</strong>
</td>
<td>
<span t-out="object.compensation_minutes"/>
</td>
</tr>
<tr t-if="object.required_checkout_time">
<td>
<strong>Required Checkout Time</strong>
</td>
<td>
<span t-out="object.required_checkout_time"/>
</td>
</tr>
<tr t-if="object.status_message">
<td>
<strong>Status</strong>
</td>
<td>
<span t-out="object.status_message"/>
</td>
</tr>
</table>
<br/>
<p>
<strong>Reason Submitted:</strong>
</p>
<p t-if="object.reason">
<span t-out="object.reason"/>
</p>
<p t-if="not object.reason">
No reason provided.
</p>
<br/>
<p>
Please contact your manager or HR for further clarification.
</p>
<br/>
<p>
Thank You
</p>
</div>
</field>
</record>
<record id="email_template_absent_alert"
model="mail.template">
<field name="name">
Attendance Missing Alert
</field>
<field name="model_id"
ref="model_attendance_analytics"/>
<field name="subject">
Attendance Punch Missing
</field>
<field name="email_from">
{{ user.email }}
</field>
<field name="email_to">
{{ object.employee_id.work_email }}
</field>
<field name="body_html" type="html">
<div style="font-family: Arial, sans-serif;">
<p>
Hello
<strong t-out="object.employee_id.name"/>,
</p>
<p>
Your attendance punch has not been recorded.
</p>
<table border="1"
cellpadding="6"
cellspacing="0"
style="border-collapse: collapse;">
<tr>
<td>
<strong>Employee</strong>
</td>
<td>
<span t-out="object.employee_id.name"/>
</td>
</tr>
<tr>
<td>
<strong>Department</strong>
</td>
<td>
<span t-out="object.department_id.name"/>
</td>
</tr>
<tr>
<td>
<strong>Date</strong>
</td>
<td>
<span t-out="object.date"/>
</td>
</tr>
<tr>
<td>
<strong>Status</strong>
</td>
<td>
Absent / No Attendance Recorded
</td>
</tr>
</table>
<br/>
<p>
Please login your attendance immediately
or contact HR/Admin if already marked.
</p>
<br/>
<p>
Thank You
</p>
</div>
</field>
</record>
<record id="ir_cron_send_absent_alert" model="ir.cron">
<field name="name">Send Absent Attendance Alert</field>
<field name="model_id" ref="model_attendance_analytics"/>
<field name="state">code</field>
<field name="code">model.action_send_absent_mail()</field>
<field name="interval_number">1</field>
<field name="interval_type">days</field>
<field name="active">True</field>
<field name="nextcall"
eval="DateTime.now().replace(hour=10, minute=0, second=0)"/>
</record>
</odoo>

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@ -0,0 +1,106 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- ============================================= -->
<!-- LIST VIEW -->
<!-- ============================================= -->
<record id="view_late_coming_request_list" model="ir.ui.view">
<field name="name">late.coming.request.list</field>
<field name="model">late.coming.request</field>
<field name="arch" type="xml">
<list>
<field name="employee_id"/>
<field name="department_id"/>
<field name="attendance_date"/>
<field name="late_minutes"/>
<field name="department_grace_period"/>
<field name="compensation_pending"/>
<field name="compensation_minutes"/>
<field name="state"/>
</list>
</field>
</record>
<!-- ============================================= -->
<!-- FORM VIEW -->
<!-- ============================================= -->
<record id="view_late_coming_request_form" model="ir.ui.view">
<field name="name">late.coming.request.form</field>
<field name="model">late.coming.request</field>
<field name="arch" type="xml">
<form string="Permission Request">
<header>
<button name="action_reset_to_draft"
string="Reset To Draft"
type="object"
invisible="state == 'draft' or state == 'approved'"
class="btn-secondary"/>
<button name="action_submit"
string="Submit"
type="object"
invisible="state != 'draft'"
class="btn-primary"/>
<button name="action_approve"
string="Approve"
type="object"
invisible="state != 'submitted'"
class="btn-success"/>
<button name="action_reject"
string="Reject"
type="object"
invisible="state != 'submitted'"
class="btn-danger"/>
<field name="state"
widget="statusbar"/>
</header>
<sheet>
<group>
<group>
<field name="employee_id"/>
<field name="manager_id"/>
<field name="attendance_date"/>
<field name="worked_hours"/>
</group>
<group>
<field name="late_minutes"/>
<field name="compensation_minutes"/>
<field name="department_grace_period"/>
<field name="required_checkout_time"/>
</group>
</group>
<group>
<field name="status_message"
readonly="1"/>
<field name="reason"
placeholder="Enter reason here...Forgot punch/Client meeting/System issue/Travel/on-duty"
readonly="state in ('approved','rejected')"/>
</group>
</sheet>
</form>
</field>
</record>
<record id="action_late_coming_request" model="ir.actions.act_window">
<field name="name">Permission Requests</field>
<field name="res_model">late.coming.request</field>
<field name="view_mode">list,form</field>
<field name="domain">
[
'|',
('employee_id.user_id', '=', uid),
('employee_id.parent_id.user_id', '=', uid)
]
</field>
</record>
<menuitem id="menu_late_coming_request"
name="Permission Requests"
parent="hr_attendance.menu_hr_attendance_root"
action="action_late_coming_request"
sequence="30"/>
</odoo>

View File

@ -0,0 +1,124 @@
<odoo>
<record id="email_template_ot_request" model="mail.template">
<field name="name">Overtime Request Submitted</field>
<field name="model_id" ref="model_overtime_request"/>
<field name="subject">Overtime Request - {{ object.employee_id.name }}</field>
<field name="email_from">{{ user.email }}</field>
<field name="email_to">{{ object.manager_id.work_email }}</field>
<field name="body_html" type="html">
<div>
<p>
Hello,
</p>
<p>
Employee
<strong>
<t t-out="object.employee_id.name"/>
</strong>
submitted an Overtime Request.
</p>
<table border="1"
cellpadding="5"
cellspacing="0">
<tr>
<td>
<strong>Date</strong>
</td>
<td>
<t t-out="object.attendance_date"/>
</td>
</tr>
<tr>
<td>
<strong>Worked Hours</strong>
</td>
<td>
<t t-out="object.worked_hours"/>
</td>
</tr>
<tr>
<td>
<strong>OT Hours</strong>
</td>
<td>
<t t-out="object.overtime_hours"/>
</td>
</tr>
</table>
<br/>
<p>
<strong>Reason:</strong>
</p>
<p>
<t t-out="object.reason"/>
</p>
<br/>
<p>
Please review the request.
</p>
</div>
</field>
</record>
<record id="email_template_ot_rejected" model="mail.template">
<field name="name">Overtime Request Rejected</field>
<field name="model_id" ref="model_overtime_request"/>
<field name="subject">Overtime Request Rejected</field>
<field name="email_from">{{ user.email }}</field>
<field name="email_to">{{ object.employee_id.work_email }}</field>
<field name="body_html" type="html">
<div>
<p>
Hello
<strong>
<t t-out="object.employee_id.name"/>
</strong>
,
</p>
<p>
Your Overtime Request for
<strong>
<t t-out="object.attendance_date"/>
</strong>
has been
<strong style="color:red;">
Rejected
</strong>.
</p>
<p>
<strong>Manager:</strong>
<t t-out="object.manager_id.name"/>
</p>
<p>
<strong>OT Hours:</strong>
<t t-out="object.overtime_hours"/>
</p>
<p>
<strong>Reason Submitted:</strong>
</p>
<p>
<t t-out="object.reason"/>
</p>
<br/>
<p>
Please contact your manager.
</p>
<br/>
<p>
Thank You
</p>
</div>
</field>
</record>
</odoo>

View File

@ -0,0 +1,99 @@
<odoo>
<record id="view_overtime_request_form" model="ir.ui.view">
<field name="name">overtime.request.form</field>
<field name="model">overtime.request</field>
<field name="arch" type="xml">
<form string="OT Request">
<header>
<button name="action_submit"
string="Submit"
type="object"
class="btn-primary"
invisible="state != 'draft'"/>
<button name="action_approve"
string="Approve"
type="object"
class="btn-success"
invisible="state != 'submitted'"/>
<button name="action_reject"
string="Reject"
type="object"
class="btn-danger"
invisible="state != 'submitted'"/>
<button name="action_reset_to_draft"
string="Reset to Draft"
type="object"
invisible="state == 'draft'"/>
<field name="state"
widget="statusbar"/>
</header>
<sheet>
<group>
<group>
<field name="employee_id"/>
<field name="department_id"/>
<field name="attendance_date"/>
<field name="worked_hours"/>
</group>
<group>
<field name="hours_per_day"/>
<field name="allowed_ot_limit"/>
<field name="overtime_hours"/>
<field name="check_in"/>
<field name="check_out"/>
</group>
</group>
<group>
<field name="reason"
placeholder="Enter OT Reason..."
readonly="state in ('approved','rejected')"/>
</group>
</sheet>
<chatter/>
</form>
</field>
</record>
<record id="view_overtime_request_list" model="ir.ui.view">
<field name="name">overtime.request.list</field>
<field name="model">overtime.request</field>
<field name="arch" type="xml">
<list string="OT Request">
<field name="employee_id"/>
<field name="department_id"/>
<field name="attendance_date"/>
<field name="worked_hours"/>
<field name="hours_per_day"/>
<field name="overtime_hours"/>
</list>
</field>
</record>
<record id="action_overtime_request" model="ir.actions.act_window">
<field name="name">Overtime Requests</field>
<field name="res_model">overtime.request</field>
<field name="view_mode">list,form</field>
<field name="domain">
[
'|',
('employee_id.user_id', '=', uid),
('employee_id.parent_id.user_id', '=', uid)
]
</field>
</record>
<menuitem id="menu_overtime_request"
name="Overtime Requests"
parent="hr_attendance.menu_hr_attendance_root"
action="action_overtime_request"
sequence="35"/>
</odoo>

View File

@ -0,0 +1,86 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="view_resource_calendar_form_inherit_grace_period"
model="ir.ui.view">
<field name="name">
resource.calendar.form.inherit.grace.period
</field>
<field name="model">resource.calendar</field>
<field name="inherit_id"
ref="resource.resource_calendar_form"/>
<field name="arch" type="xml">
<xpath expr="//sheet/notebook"
position="before">
<group string="Attendance Configuration">
<group>
<field name="weekday_ids"
widget="many2many_tags"/>
<field name="weekend_ids"
widget="many2many_tags"/>
</group>
<group>
<field name="shift_start_time"
widget="float_time"/>
<field name="shift_end_time"
widget="float_time"/>
</group>
<group>
<field name="late_grace_period"/>
<field name="early_out_grace_period"/>
<field name="over_time_hrs"/>
</group>
<group>
<button name="action_generate_schedule"
type="object"
string="Generate Schedule"
class="oe_highlight oe_inline"/>
</group>
</group>
</xpath>
<xpath expr="//sheet/notebook"
position="inside">
<page string="Department Grace Period">
<field name="department_grace_ids">
<list editable="bottom">
<field name="department_id"/>
<field name="grace_period"/>
</list>
</field>
</page>
</xpath>
</field>
</record>
</odoo>

View File

@ -1,8 +1,8 @@
<?xml version="1.0" encoding="UTF-8" ?> <?xml version="1.0" encoding="UTF-8" ?>
<!-- security.xml --> <!--security.xml -->
<odoo> <odoo>
<!-- security.xml --> <!--security.xml -->
<odoo> <odoo>
<record id="category_employee_appraisal" model="ir.module.category"> <record id="category_employee_appraisal" model="ir.module.category">

View File

@ -29,7 +29,8 @@
'views/res_config_settings.xml', 'views/res_config_settings.xml',
'views/hr_employee.xml', 'views/hr_employee.xml',
'views/bank_details.xml', 'views/bank_details.xml',
'wizards/work_location_wizard.xml' 'wizards/work_location_wizard.xml',
'wizards/html_preview_wizard.xml'
], ],
} }

View File

@ -10,3 +10,18 @@ class EmployerHistory(models.Model):
last_working_day = fields.Date(string='Last Working Day') last_working_day = fields.Date(string='Last Working Day')
ctc = fields.Char(string='CTC') ctc = fields.Char(string='CTC')
employee_id = fields.Many2one('hr.employee') employee_id = fields.Many2one('hr.employee')
summary = fields.Html(string='Summary')
def action_open_html_popup(self):
for rec in self:
return {
'type': 'ir.actions.act_window',
'name': 'Summary',
'res_model': 'html.preview.wizard',
'view_mode': 'form',
'target': 'new',
'context': {
'default_html_content': rec.summary,
'active_id': rec.id,
}
}

View File

@ -1 +1,2 @@
from . import html_preview_wizard
from . import work_location_wizard from . import work_location_wizard

View File

@ -0,0 +1,16 @@
from odoo import models, fields
class HtmlPreviewWizard(models.TransientModel):
_name = 'html.preview.wizard'
_description = 'Edit HTML Popup'
html_content = fields.Html()
def action_save_html(self):
active_id = self.env.context.get('active_id')
record = self.env['employer.history'].browse(active_id)
record.summary = self.html_content
return {'type': 'ir.actions.act_window_close'}

View File

@ -0,0 +1,25 @@
<?xml version="1.0" encoding="UTF-8" ?>
<odoo>
<record id="view_html_preview_wizard_form" model="ir.ui.view">
<field name="name">html.preview.wizard.form</field>
<field name="model">html.preview.wizard</field>
<field name="arch" type="xml">
<form string="Summary">
<sheet>
<field name="html_content" widget="html"/>
</sheet>
<footer>
<button name="action_save_html"
string="Save"
type="object"
class="btn-primary"/>
<button string="Cancel"
special="cancel"
class="btn-secondary"/>
</footer>
</form>
</field>
</record>
</odoo>

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from . import models

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# -*- coding: utf-8 -*-
{
'name': "Payroll IT Declarations",
'summary': "Manage Income Tax Declarations for Employees in Payroll",
'description': """
Payroll IT Declarations
========================
This module allows HR and payroll departments to manage and track Income Tax (IT) declarations submitted by employees.
Features:
---------
- Employee-wise tax declaration submission
- HR approval workflow for declarations
- Category-wise declaration limits (e.g. 80C, HRA, LTA, etc.)
- Auto-calculation of eligible deductions
- Integration with Odoo Payroll for accurate tax computation
- Attach supporting documents (PDFs, images)
- Employee self-service through portal
Built with usability and compliance in mind, this module streamlines the IT declaration process and ensures transparency and efficiency across the organization.
Developed by: Pranay
""",
'author': "Pranay",
'website': "https://www.ftprotech.com",
# Categories can be used to filter modules in modules listing
# Check https://github.com/odoo/odoo/blob/15.0/odoo/addons/base/data/ir_module_category_data.xml
# for the full list
'category': 'Human Resources',
'version': '0.1',
# any module necessary for this one to work correctly
'depends': ['base','hr','hr_payroll','hr_employee_extended'],
# always loaded
'data': [
'security/ir.model.access.csv',
'views/payroll_periods.xml',
'views/emp_it_declaration.xml',
'views/it_investment_type.xml',
'views/it_investment_costing.xml'
],
}

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from . import payroll_periods
from . import emp_it_declarations
from . import it_investment_type
from . import it_investment_costing

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from odoo import models, fields, api, _
from odoo.exceptions import ValidationError
from datetime import datetime, timedelta
import calendar
from lxml import etree
class empItDeclaration(models.Model):
_name = 'emp.it.declarations'
_rec_name = 'employee_id'
employee_id = fields.Many2one(
'hr.employee',
string="Employee",
default=lambda self: self.env.user.employee_id,
required=True
)
period_id = fields.Many2one(
'payroll.period',
string="Payroll Period",
required=True
)
total_investment = fields.Float(
string="Total Investment Amount",
required=True,
help="Declared investment amount eligible for tax exemption"
)
tax_regime = fields.Selection([
('new', 'New Regime'),
('old', 'Old Regime')
], string="Tax Regime", required=True, default='new')
investment_costing_ids = fields.One2many('it.investment.costing','it_declaration_id')
# # investment_type = fields.Selection([('past_employment','PAST EMPLOYMENT'),('us_80c','US 80C'),('us_80d','US 80D'),('chapter_via','CHAPTER VIA'),('us_17','US 17'),('house_rent','HOUSE RENT'),('other_i_or_l','OTHER INCOME/LOSS'),('other_declaration','OTHER DECLARATION')],string="Investment Type", required=True)
past_employment_costing_line_ids = fields.One2many('it.past.employment','it_declaration_id')
us_80c_costing_line_ids = fields.One2many('it.us80c.employment','it_declaration_id')
us_80d_costing_line_ids = fields.One2many('it.us80d.employment','it_declaration_id')
us_10_costing_line_ids = fields.One2many('it.us10.employment','it_declaration_id')
us_80g_costing_line_ids = fields.One2many('it.us80g.employment','it_declaration_id')
chapter_via_costing_line_ids = fields.One2many('it.chapter.via.employment','it_declaration_id')
us_17_costing_line_ids = fields.One2many('it.us17.employment','it_declaration_id')
house_rent_costing_line_ids = fields.One2many('it.house.rent.employment','it_declaration_id')
other_i_or_l_costing_line_ids = fields.One2many('it.income.loss.employment','it_declaration_id')
other_declaration_costing_line_ids = fields.One2many('it.other.declaration.employment','it_declaration_id')
@api.depends('employee_id','period_id')
def _compute_display_name(self):
for rec in self:
rec.display_name = _('%s (%s)'%(rec.employee_id.name,rec.period_id.name))
def generate_regime_declarations(self):
pass
# for rec in self:
# if not rec.tax_regime or not rec.period_id or not rec.employee_id:
# continue
# # Clear existing relations
# investment_costing = self.env['it.investment.costing']
# investment_costing_lines = self.env['it.investment.costing.line']
# rec.investment_costing_ids = [(5, 0, 0)]
# rec.past_employment_costing_line_ids = [(5, 0, 0)]
# available_costing_list = list()
# investment_types = self.env['it.investment.type'].search([])
#
# emp_investment_costing = investment_costing.search([('employee_id','=',rec.employee_id.id),('period_id','=',rec.period_id.id)])
#
# not_available_types = list(set(investment_types.ids) - set(emp_investment_costing.investment_type_id.ids))
#
# if not_available_types:
# for item in not_available_types:
# investment_costing.sudo().create({
# 'investment_type_id':item,
# 'employee_id': rec.employee_id.id,
# 'period_id': rec.period_id.id
# })
# emp_investment_costing = investment_costing.search([('employee_id','=',rec.employee_id.id),('period_id','=',rec.period_id.id)])
#
# for investment_costing in emp_investment_costing:
# investment_type_lines = self.env['it.investment.type.line'].search([('investment_type_id','=',investment_costing.investment_type_id.id)])
# emp_investment_costing_lines = investment_costing_lines.search([('investment_type_id','=',investment_costing.investment_type_id.id),('employee_id', '=', rec.employee_id.id), ('period_id', '=', rec.period_id.id)])
# not_available_line_types = list(set(investment_type_lines.ids) - set(emp_investment_costing_lines.investment_type_line_id.ids))
# if not_available_line_types:
# for item in not_available_line_types:
# investment_costing_lines.sudo().create({
# 'investment_type_line_id': item,
# 'investment_costing_id': investment_costing.id
# })
# emp_investment_costing_lines = investment_costing_lines.search([('investment_type_id','=',investment_costing.investment_type_id.id),('employee_id', '=', rec.employee_id.id), ('period_id', '=', rec.period_id.id)])
# for investment_costing_line in emp_investment_costing_lines:
# investment_costing_line.write({'investment_costing_id':investment_costing.id})
# investment_costing.write({'it_declaration_id': rec.id})
# @api.model
# def get_view(self, view_id=None, view_type='form', **options):
# rtn = super().get_view(view_id, view_type, **options)
# if view_type == 'form' and "arch" in rtn:
# doc = etree.fromstring(rtn['arch'])
# target_notebook = doc.xpath("//notebook")
#
# if target_notebook:
# investment_types = self.env['it.investment.type'].search([], order='sequence')
#
# for inv_type in investment_types:
# # Create a new <page> for each investment type
# page = etree.Element('page', {
# 'name': f'page_{inv_type.name}',
# 'string': inv_type.name
# })
#
# # Create a field with a domain specific to this investment type
# # domain_str = f"[('investment_type_id.id', '=', {inv_type.id})]"
# domain_str = "[('tax_regime','in',['new'])]"
# field = etree.Element('field', {
# 'name': 'investment_costing_line_ids',
# 'domain': domain_str,
# })
#
# # Add the field to the page
# page.append(field)
# # Add the page to the notebook
# target_notebook[0].append(page)
#
# # Update the arch
# rtn['arch'] = etree.tostring(doc, encoding='unicode')
# return rtn

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from odoo import models, fields, api, _
class ItInvestmentCosting(models.Model):
_name = 'it.investment.costing'
_description = 'IT Investment Costing'
_rec_name = 'investment_type_id'
investment_type_id = fields.Many2one('it.investment.type')
employee_id = fields.Many2one(
'hr.employee',
string="Employee",
default=lambda self: self.env.user.employee_id,
required=True
)
it_declaration_id = fields.Many2one('emp.it.declarations')
amount = fields.Float(string='Amount')
# it_investment_costing_lines = fields.One2many('it.investment.costing.line','investment_costing_id')
period_id = fields.Many2one(
'payroll.period',
string="Payroll Period",
required=True
)
investment_type = fields.Selection(string="Investment Type",required=True,related='investment_type_id.name')
it_past_employment_lines = fields.One2many('it.past.employment','investment_costing_id')
it_us80c_employment_lines = fields.One2many('it.us80c.employment','investment_costing_id')
it_us80d_employment_lines = fields.One2many('it.us80d.employment','investment_costing_id')
it_us10_employment_lines = fields.One2many('it.us10.employment','investment_costing_id')
it_us80g_employment_lines = fields.One2many('it.us80g.employment','investment_costing_id')
it_chapter_via_employment_lines = fields.One2many('it.chapter.via.employment','investment_costing_id')
it_us17_employment_lines = fields.One2many('it.us17.employment','investment_costing_id')
it_house_rent_employment_lines = fields.One2many('it.house.rent.employment','investment_costing_id')
it_income_loss_employment_lines = fields.One2many('it.income.loss.employment','investment_costing_id')
it_other_declaration_employment_lines = fields.One2many('it.other.declaration.employment','investment_costing_id')
class itPastEmployment(models.Model):
_name = 'it.past.employment'
investment_costing_id = fields.Many2one('it.investment.costing', required=True)
investment_type_line_id = fields.Many2one('it.investment.type.line','General', required=True,domain="[('investment_type','=','past_employment')]")
investment_type_id = fields.Many2one('it.investment.type',related='investment_type_line_id.investment_type_id', store=True)
tax_regime = fields.Selection([
('new', 'New Regime'),
('old', 'Old Regime')
], string="Tax Regime", related='investment_type_line_id.tax_regime',store=True)
it_declaration_id = fields.Many2one('emp.it.declarations',store=True)
declaration_amount = fields.Float(string='Declaration Amount')
need_action = fields.Boolean(string="Needs Action",related='investment_type_line_id.need_action')
action_id = fields.Many2one(
'ir.actions.actions',
string="Action",
related="investment_type_line_id.action_id",
help="Linked Odoo action if needed"
)
proof_amount = fields.Float(string='Proof Amount')
remarks = fields.Text(string='Remarks')
proof_file = fields.Binary(string='Proof')
proof_file_name = fields.Char()
period_id = fields.Many2one(
'payroll.period',
string="Payroll Period",
required=True,
related='investment_costing_id.period_id'
)
limit = fields.Integer(string='Limit',readonly=True)
employee_id = fields.Many2one(
'hr.employee',
string="Employee",
required=True,
related='investment_costing_id.employee_id'
)
class itUS80CEmployment(models.Model):
_name = 'it.us80c.employment'
investment_costing_id = fields.Many2one('it.investment.costing', required=True)
investment_type_line_id = fields.Many2one('it.investment.type.line','General', required=True,domain="[('investment_type','=','us_80c')]")
investment_type_id = fields.Many2one('it.investment.type',related='investment_type_line_id.investment_type_id', store=True)
tax_regime = fields.Selection([
('new', 'New Regime'),
('old', 'Old Regime')
], string="Tax Regime", related='investment_type_line_id.tax_regime',store=True)
it_declaration_id = fields.Many2one('emp.it.declarations',store=True)
declaration_amount = fields.Float(string='Declaration Amount')
need_action = fields.Boolean(string="Needs Action",related='investment_type_line_id.need_action')
action_id = fields.Many2one(
'ir.actions.actions',
string="Action",
related="investment_type_line_id.action_id",
help="Linked Odoo action if needed"
)
proof_amount = fields.Float(string='Proof Amount')
remarks = fields.Text(string='Remarks')
proof_file = fields.Binary(string='Proof')
proof_file_name = fields.Char()
period_id = fields.Many2one(
'payroll.period',
string="Payroll Period",
required=True,
related='investment_costing_id.period_id'
)
limit = fields.Integer(string='Limit',readonly=True)
employee_id = fields.Many2one(
'hr.employee',
string="Employee",
required=True,
related='investment_costing_id.employee_id'
)
class itUS80DEmployment(models.Model):
_name = 'it.us80d.employment'
investment_costing_id = fields.Many2one('it.investment.costing', required=True)
investment_type_line_id = fields.Many2one('it.investment.type.line','General', required=True,domain="[('investment_type','=','us_80d')]")
investment_type_id = fields.Many2one('it.investment.type',related='investment_type_line_id.investment_type_id', store=True)
tax_regime = fields.Selection([
('new', 'New Regime'),
('old', 'Old Regime')
], string="Tax Regime", related='investment_type_line_id.tax_regime',store=True)
it_declaration_id = fields.Many2one('emp.it.declarations',store=True)
declaration_amount = fields.Float(string='Declaration Amount')
need_action = fields.Boolean(string="Needs Action",related='investment_type_line_id.need_action')
action_id = fields.Many2one(
'ir.actions.actions',
string="Action",
related="investment_type_line_id.action_id",
help="Linked Odoo action if needed"
)
proof_amount = fields.Float(string='Proof Amount')
remarks = fields.Text(string='Remarks')
proof_file = fields.Binary(string='Proof')
proof_file_name = fields.Char()
period_id = fields.Many2one(
'payroll.period',
string="Payroll Period",
required=True,
related='investment_costing_id.period_id'
)
limit = fields.Integer(string='Limit',readonly=True)
employee_id = fields.Many2one(
'hr.employee',
string="Employee",
required=True,
related='investment_costing_id.employee_id'
)
class itUS10Employment(models.Model):
_name = 'it.us10.employment'
investment_costing_id = fields.Many2one('it.investment.costing', required=True)
investment_type_line_id = fields.Many2one('it.investment.type.line','General', required=True,domain="[('investment_type','=','US10')]")
investment_type_id = fields.Many2one('it.investment.type',related='investment_type_line_id.investment_type_id', store=True)
tax_regime = fields.Selection([
('new', 'New Regime'),
('old', 'Old Regime')
], string="Tax Regime", related='investment_type_line_id.tax_regime',store=True)
it_declaration_id = fields.Many2one('emp.it.declarations',store=True)
declaration_amount = fields.Float(string='Declaration Amount')
need_action = fields.Boolean(string="Needs Action",related='investment_type_line_id.need_action')
action_id = fields.Many2one(
'ir.actions.actions',
string="Action",
related="investment_type_line_id.action_id",
help="Linked Odoo action if needed"
)
proof_amount = fields.Float(string='Proof Amount')
remarks = fields.Text(string='Remarks')
proof_file = fields.Binary(string='Proof')
proof_file_name = fields.Char()
period_id = fields.Many2one(
'payroll.period',
string="Payroll Period",
required=True,
related='investment_costing_id.period_id'
)
limit = fields.Integer(string='Limit',readonly=True)
employee_id = fields.Many2one(
'hr.employee',
string="Employee",
required=True,
related='investment_costing_id.employee_id'
)
class itUS80GEmployment(models.Model):
_name = 'it.us80g.employment'
investment_costing_id = fields.Many2one('it.investment.costing', required=True)
investment_type_line_id = fields.Many2one('it.investment.type.line','General', required=True,domain="[('investment_type','=','us_80g')]")
investment_type_id = fields.Many2one('it.investment.type',related='investment_type_line_id.investment_type_id', store=True)
tax_regime = fields.Selection([
('new', 'New Regime'),
('old', 'Old Regime')
], string="Tax Regime", related='investment_type_line_id.tax_regime',store=True)
it_declaration_id = fields.Many2one('emp.it.declarations',store=True)
declaration_amount = fields.Float(string='Declaration Amount')
need_action = fields.Boolean(string="Needs Action",related='investment_type_line_id.need_action')
action_id = fields.Many2one(
'ir.actions.actions',
string="Action",
related="investment_type_line_id.action_id",
help="Linked Odoo action if needed"
)
proof_amount = fields.Float(string='Proof Amount')
remarks = fields.Text(string='Remarks')
proof_file = fields.Binary(string='Proof')
proof_file_name = fields.Char()
period_id = fields.Many2one(
'payroll.period',
string="Payroll Period",
required=True,
related='investment_costing_id.period_id'
)
limit = fields.Integer(string='Limit',readonly=True)
employee_id = fields.Many2one(
'hr.employee',
string="Employee",
required=True,
related='investment_costing_id.employee_id'
)
class itChapterViaEmployment(models.Model):
_name = 'it.chapter.via.employment'
investment_costing_id = fields.Many2one('it.investment.costing', required=True)
investment_type_line_id = fields.Many2one('it.investment.type.line','General', required=True,domain="[('investment_type','=','chapter_via')]")
investment_type_id = fields.Many2one('it.investment.type',related='investment_type_line_id.investment_type_id', store=True)
tax_regime = fields.Selection([
('new', 'New Regime'),
('old', 'Old Regime')
], string="Tax Regime", related='investment_type_line_id.tax_regime',store=True)
it_declaration_id = fields.Many2one('emp.it.declarations',store=True)
declaration_amount = fields.Float(string='Declaration Amount')
need_action = fields.Boolean(string="Needs Action",related='investment_type_line_id.need_action')
action_id = fields.Many2one(
'ir.actions.actions',
string="Action",
related="investment_type_line_id.action_id",
help="Linked Odoo action if needed"
)
proof_amount = fields.Float(string='Proof Amount')
remarks = fields.Text(string='Remarks')
proof_file = fields.Binary(string='Proof')
proof_file_name = fields.Char()
period_id = fields.Many2one(
'payroll.period',
string="Payroll Period",
required=True,
related='investment_costing_id.period_id'
)
limit = fields.Integer(string='Limit',readonly=True)
employee_id = fields.Many2one(
'hr.employee',
string="Employee",
required=True,
related='investment_costing_id.employee_id'
)
class itUS17Employment(models.Model):
_name = 'it.us17.employment'
investment_costing_id = fields.Many2one('it.investment.costing', required=True)
investment_type_line_id = fields.Many2one('it.investment.type.line','General', required=True,domain="[('investment_type','=','us_17')]")
investment_type_id = fields.Many2one('it.investment.type',related='investment_type_line_id.investment_type_id', store=True)
tax_regime = fields.Selection([
('new', 'New Regime'),
('old', 'Old Regime')
], string="Tax Regime", related='investment_type_line_id.tax_regime',store=True)
it_declaration_id = fields.Many2one('emp.it.declarations',store=True)
declaration_amount = fields.Float(string='Declaration Amount')
need_action = fields.Boolean(string="Needs Action",related='investment_type_line_id.need_action')
action_id = fields.Many2one(
'ir.actions.actions',
string="Action",
related="investment_type_line_id.action_id",
help="Linked Odoo action if needed"
)
proof_amount = fields.Float(string='Proof Amount')
remarks = fields.Text(string='Remarks')
proof_file = fields.Binary(string='Proof')
proof_file_name = fields.Char()
period_id = fields.Many2one(
'payroll.period',
string="Payroll Period",
required=True,
related='investment_costing_id.period_id'
)
limit = fields.Integer(string='Limit',readonly=True)
employee_id = fields.Many2one(
'hr.employee',
string="Employee",
required=True,
related='investment_costing_id.employee_id'
)
class itHouseRentEmployment(models.Model):
_name = 'it.house.rent.employment'
investment_costing_id = fields.Many2one('it.investment.costing', required=True)
it_declaration_id = fields.Many2one('emp.it.declarations',store=True)
employee_id = fields.Many2one(
'hr.employee',
string="Employee",
required=True,
related='investment_costing_id.employee_id'
)
class itOtherIorLEmployment(models.Model):
_name = 'it.income.loss.employment'
investment_costing_id = fields.Many2one('it.investment.costing', required=True)
investment_type_line_id = fields.Many2one('it.investment.type.line','General', required=True,domain="[('investment_type','=','other_i_or_l')]")
investment_type_id = fields.Many2one('it.investment.type',related='investment_type_line_id.investment_type_id', store=True)
tax_regime = fields.Selection([
('new', 'New Regime'),
('old', 'Old Regime')
], string="Tax Regime", related='investment_type_line_id.tax_regime',store=True)
it_declaration_id = fields.Many2one('emp.it.declarations',store=True)
declaration_amount = fields.Float(string='Declaration Amount')
need_action = fields.Boolean(string="Needs Action",related='investment_type_line_id.need_action')
action_id = fields.Many2one(
'ir.actions.actions',
string="Action",
related="investment_type_line_id.action_id",
help="Linked Odoo action if needed"
)
proof_amount = fields.Float(string='Proof Amount')
remarks = fields.Text(string='Remarks')
proof_file = fields.Binary(string='Proof')
proof_file_name = fields.Char()
period_id = fields.Many2one(
'payroll.period',
string="Payroll Period",
required=True,
related='investment_costing_id.period_id'
)
limit = fields.Integer(string='Limit',readonly=True)
employee_id = fields.Many2one(
'hr.employee',
string="Employee",
required=True,
related='investment_costing_id.employee_id'
)
class itOtherDeclarationEmployment(models.Model):
_name = 'it.other.declaration.employment'
investment_costing_id = fields.Many2one('it.investment.costing', required=True)
investment_type_line_id = fields.Many2one('it.investment.type.line','General', required=True,domain="[('investment_type','=','other_declaration')]")
investment_type_id = fields.Many2one('it.investment.type',related='investment_type_line_id.investment_type_id', store=True)
tax_regime = fields.Selection([
('new', 'New Regime'),
('old', 'Old Regime')
], string="Tax Regime", related='investment_type_line_id.tax_regime',store=True)
it_declaration_id = fields.Many2one('emp.it.declarations',store=True,)
declaration_amount = fields.Float(string='Declaration Amount')
need_action = fields.Boolean(string="Needs Action",related='investment_type_line_id.need_action')
action_id = fields.Many2one(
'ir.actions.actions',
string="Action",
related="investment_type_line_id.action_id",
help="Linked Odoo action if needed"
)
proof_amount = fields.Float(string='Proof Amount')
remarks = fields.Text(string='Remarks')
proof_file = fields.Binary(string='Proof')
proof_file_name = fields.Char()
period_id = fields.Many2one(
'payroll.period',
string="Payroll Period",
required=True,
related='investment_costing_id.period_id'
)
limit = fields.Integer(string='Limit',readonly=True)
employee_id = fields.Many2one(
'hr.employee',
string="Employee",
required=True,
related='investment_costing_id.employee_id'
)

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@ -0,0 +1,45 @@
from odoo import models, fields
class ItInvestmentType(models.Model):
_name = 'it.investment.type'
_description = 'IT Investment Type'
_rec_name = 'name'
sequence = fields.Integer()
name = fields.Selection([('past_employment','PAST EMPLOYMENT'),('us_80c','US 80C'),('us_80d','US 80D'),('us_10','US 10'),('us_80g','US 80G'),('chapter_via','CHAPTER VIA'),('us_17','US 17'),('house_rent','HOUSE RENT'),('other_i_or_l','OTHER INCOME/LOSS'),('other_declaration','OTHER DECLARATION')],string="Investment Type", required=True)
line_ids = fields.One2many(
'it.investment.type.line',
'investment_type_id',
string="Investment Type Lines"
)
active = fields.Boolean(default=True)
class ItInvestmentTypeLine(models.Model):
_name = 'it.investment.type.line'
_description = 'IT Investment Type Line'
_rec_name = 'name'
investment_type_id = fields.Many2one(
'it.investment.type',
string="Investment Type",
required=True,
ondelete='cascade'
)
investment_type = fields.Selection([('past_employment','PAST EMPLOYMENT'),('us_80c','US 80C'),('us_80d','US 80D'),('us_10','US 10'),('us_80g','US 80G'),('chapter_via','CHAPTER VIA'),('us_17','US 17'),('house_rent','HOUSE RENT'),('other_i_or_l','OTHER INCOME/LOSS'),('other_declaration','OTHER DECLARATION')],string="Investment Type", related='investment_type_id.name')
name = fields.Char(string="Line Name", required=True)
need_action = fields.Boolean(string="Needs Action")
action_id = fields.Many2one(
'ir.actions.actions',
string="Action",
help="Linked Odoo action if needed"
)
tax_regime = fields.Selection([
('new', 'New Regime'),
('old', 'Old Regime')
], string="Tax Regime", required=True)
sequence = fields.Integer()
active = fields.Boolean(default=True)
limit = fields.Integer()

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@ -0,0 +1,61 @@
from odoo import models, fields, api
from odoo.exceptions import ValidationError
from datetime import datetime, timedelta
import calendar
class PayrollPeriod(models.Model):
_name = 'payroll.period'
_description = 'Payroll Period'
_rec_name = 'name'
_sql_constraints = [
('unique_name', 'unique(name)', 'The name must be unique.')
]
from_date = fields.Date(string="From Date", required=True)
to_date = fields.Date(string="To Date", required=True)
name = fields.Char(string="Name", required=True)
period_line_ids = fields.One2many('payroll.period.line', 'period_id', string="Monthly Periods")
@api.onchange('from_date', 'to_date')
def onchange_from_to_date(self):
for rec in self:
if rec.from_date and rec.to_date:
rec.name = f"{rec.from_date.year}-{rec.to_date.year}"
def action_generate_month_lines(self):
self.ensure_one()
if not (self.from_date and self.to_date):
raise ValidationError("Please set both From Date and To Date.")
lines = []
current = self.from_date.replace(day=1)
while current <= self.to_date:
end_of_month = current.replace(day=calendar.monthrange(current.year, current.month)[1])
if end_of_month > self.to_date:
end_of_month = self.to_date
lines.append((0, 0, {
'from_date': current,
'to_date': end_of_month,
'name': f"{current.strftime('%b')} - {str(current.year)[-2:]}"
}))
if current.month == 12:
current = current.replace(year=current.year + 1, month=1)
else:
current = current.replace(month=current.month + 1)
self.period_line_ids = lines
class PayrollPeriodLine(models.Model):
_name = 'payroll.period.line'
_description = 'Payroll Period Line'
_rec_name = 'name'
period_id = fields.Many2one('payroll.period', string="Payroll Period", required=True, ondelete='cascade')
from_date = fields.Date(string="From Date")
to_date = fields.Date(string="To Date")
name = fields.Char(string="Name")

View File

@ -0,0 +1,22 @@
id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
access_payroll_period_user,payroll.period,model_payroll_period,base.group_user,1,1,1,1
access_payroll_period_line_user,payroll.period.line,model_payroll_period_line,base.group_user,1,1,1,1
access_emp_it_declaration_user,emp.it.declarations,model_emp_it_declarations,base.group_user,1,1,1,1
access_it_investment_type,it.investment.type,model_it_investment_type,base.group_user,1,1,1,1
access_it_investment_type_line,it.investment.type.line,model_it_investment_type_line,base.group_user,1,1,1,1
access_it_investment_costing,it.investment.costing.user,model_it_investment_costing,base.group_user,1,1,1,1
access_it_past_employment,it.past.employment,model_it_past_employment,base.group_user,1,1,1,1
access_it_us80c_employment,it.us80c.employment,model_it_us80c_employment,base.group_user,1,1,1,1
access_it_us80d_employment,it.us80d.employment,model_it_us80d_employment,base.group_user,1,1,1,1
access_it_us10_employment,it.us10.employment,model_it_us10_employment,base.group_user,1,1,1,1
access_it_us80g_employment,it.us80g.employment,model_it_us80g_employment,base.group_user,1,1,1,1
access_it_chapter_via_employment,it.chapter.via.employment,model_it_chapter_via_employment,base.group_user,1,1,1,1
access_it_us17_employment,it.us17.employment,model_it_us17_employment,base.group_user,1,1,1,1
access_it_house_rent_employment,it.house.rent.employment,model_it_house_rent_employment,base.group_user,1,1,1,1
access_it_income_loss_employment,it.income.loss.employment,model_it_income_loss_employment,base.group_user,1,1,1,1
access_it_other_declaration_employment,it.other.declaration.employment,model_it_other_declaration_employment,base.group_user,1,1,1,1
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
2 access_payroll_period_user payroll.period model_payroll_period base.group_user 1 1 1 1
3 access_payroll_period_line_user payroll.period.line model_payroll_period_line base.group_user 1 1 1 1
4 access_emp_it_declaration_user emp.it.declarations model_emp_it_declarations base.group_user 1 1 1 1
5 access_it_investment_type it.investment.type model_it_investment_type base.group_user 1 1 1 1
6 access_it_investment_type_line it.investment.type.line model_it_investment_type_line base.group_user 1 1 1 1
7 access_it_investment_costing it.investment.costing.user model_it_investment_costing base.group_user 1 1 1 1
8 access_it_past_employment it.past.employment model_it_past_employment base.group_user 1 1 1 1
9 access_it_us80c_employment it.us80c.employment model_it_us80c_employment base.group_user 1 1 1 1
10 access_it_us80d_employment it.us80d.employment model_it_us80d_employment base.group_user 1 1 1 1
11 access_it_us10_employment it.us10.employment model_it_us10_employment base.group_user 1 1 1 1
12 access_it_us80g_employment it.us80g.employment model_it_us80g_employment base.group_user 1 1 1 1
13 access_it_chapter_via_employment it.chapter.via.employment model_it_chapter_via_employment base.group_user 1 1 1 1
14 access_it_us17_employment it.us17.employment model_it_us17_employment base.group_user 1 1 1 1
15 access_it_house_rent_employment it.house.rent.employment model_it_house_rent_employment base.group_user 1 1 1 1
16 access_it_income_loss_employment it.income.loss.employment model_it_income_loss_employment base.group_user 1 1 1 1
17 access_it_other_declaration_employment it.other.declaration.employment model_it_other_declaration_employment base.group_user 1 1 1 1

View File

@ -0,0 +1,210 @@
<?xml version="1.0" encoding="UTF-8" ?>
<odoo>
<record id="view_emp_it_declaration_form" model="ir.ui.view">
<field name="name">emp.it.declarations.form</field>
<field name="model">emp.it.declarations</field>
<field name="arch" type="xml">
<form string="IT Declaration">
<sheet>
<div class="oe_title mb24">
<div class="o_row">
<!-- <label for="employee_id" string="Employee"/>-->
<field name="employee_id" widget="res_partner_many2one" placeholder="Employee Name..."/>
</div>
</div>
<group>
<group>
<field name="period_id"/>
</group>
<group>
<field name="total_investment"/>
</group>
</group>
<group>
<br/>
<br/>
<field name="tax_regime" nolabel="1" widget="radio" options="{'horizontal': true}"/>
<br/>
<!-- <button name="generate_regime_declarations" type="object" class="btn-primary"/>-->
</group>
<notebook>
<page name="investment_costings" string="Total Investment">
<field name="investment_costing_ids"/>
</page>
<page name="past_employment_costings" string="PAST EMPLOYMENT">
<field name="past_employment_costing_line_ids">
<list>
<field name="investment_costing_id" column_invisible="1"/>
<field name="investment_type_line_id"/>
<field name="declaration_amount"/>
<field name="proof_amount"/>
<field name="remarks"/>
<field name="proof_file"/>
<field name="limit"/>
<field name="tax_regime" column_invisible="1"/>
<field name="period_id" column_invisible="1"/>
<field name="proof_file_name" column_invisible="1"/>
</list>
</field>
</page>
<page name="us_80c_costings" string="US 80C">
<field name="us_80c_costing_line_ids">
<list>
<field name="investment_costing_id" column_invisible="1"/>
<field name="investment_type_line_id"/>
<field name="declaration_amount"/>
<field name="proof_amount"/>
<field name="remarks"/>
<field name="proof_file"/>
<field name="limit"/>
<field name="tax_regime" column_invisible="1"/>
<field name="period_id" column_invisible="1"/>
<field name="proof_file_name" column_invisible="1"/>
</list>
</field>
</page>
<page name="us_80d_costings" string="US 80D">
<field name="us_80d_costing_line_ids">
<list>
<field name="investment_costing_id" column_invisible="1"/>
<field name="investment_type_line_id"/>
<field name="declaration_amount"/>
<field name="proof_amount"/>
<field name="remarks"/>
<field name="proof_file"/>
<field name="limit"/>
<field name="tax_regime" column_invisible="1"/>
<field name="period_id" column_invisible="1"/>
<field name="proof_file_name" column_invisible="1"/>
</list>
</field>
</page>
<page name="us_10_costing" string="US 10">
<field name="us_10_costing_line_ids">
<list>
<field name="investment_costing_id" column_invisible="1"/>
<field name="investment_type_line_id"/>
<field name="declaration_amount"/>
<field name="proof_amount"/>
<field name="remarks"/>
<field name="proof_file"/>
<field name="limit"/>
<field name="tax_regime" column_invisible="1"/>
<field name="period_id" column_invisible="1"/>
<field name="proof_file_name" column_invisible="1"/>
</list>
</field>
</page>
<page name="us_80g_costing" string="US 80G">
<field name="us_80g_costing_line_ids">
<list>
<field name="investment_costing_id" column_invisible="1"/>
<field name="investment_type_line_id"/>
<field name="declaration_amount"/>
<field name="proof_amount"/>
<field name="remarks"/>
<field name="proof_file"/>
<field name="limit"/>
<field name="tax_regime" column_invisible="1"/>
<field name="period_id" column_invisible="1"/>
<field name="proof_file_name" column_invisible="1"/>
</list>
</field>
</page>
<page name="chapter_via_costings" string="CHAPTER VIA">
<field name="chapter_via_costing_line_ids">
<list>
<field name="investment_costing_id" column_invisible="1"/>
<field name="investment_type_line_id"/>
<field name="declaration_amount"/>
<field name="proof_amount"/>
<field name="remarks"/>
<field name="proof_file"/>
<field name="limit"/>
<field name="tax_regime" column_invisible="1"/>
<field name="period_id" column_invisible="1"/>
<field name="proof_file_name" column_invisible="1"/>
</list>
</field>
</page>
<page name="us_17_costings" string="US 17">
<field name="us_17_costing_line_ids">
<list>
<field name="investment_costing_id" column_invisible="1"/>
<field name="investment_type_line_id"/>
<field name="declaration_amount"/>
<field name="proof_amount"/>
<field name="remarks"/>
<field name="proof_file"/>
<field name="limit"/>
<field name="tax_regime" column_invisible="1"/>
<field name="period_id" column_invisible="1"/>
<field name="proof_file_name" column_invisible="1"/>
</list>
</field>
</page>
<page name="house_rent_costings" string="HOUSE RENT">
<field name="house_rent_costing_line_ids"/>
</page>
<page name="other_i_or_l_costings" string="OTHER INCOME/LOSS">
<field name="other_i_or_l_costing_line_ids">
<list>
<field name="investment_costing_id" column_invisible="1"/>
<field name="investment_type_line_id"/>
<field name="declaration_amount"/>
<field name="proof_amount"/>
<field name="remarks"/>
<field name="proof_file"/>
<field name="limit"/>
<field name="tax_regime" column_invisible="1"/>
<field name="period_id" column_invisible="1"/>
<field name="proof_file_name" column_invisible="1"/>
</list>
</field>
</page>
<page name="other_declaration_costings" string="Other Declarations">
<field name="other_declaration_costing_line_ids">
<list>
<field name="investment_costing_id" column_invisible="1"/>
<field name="investment_type_line_id"/>
<field name="declaration_amount"/>
<field name="proof_amount"/>
<field name="remarks"/>
<field name="proof_file"/>
<field name="limit"/>
<field name="tax_regime" column_invisible="1"/>
<field name="period_id" column_invisible="1"/>
<field name="proof_file_name" column_invisible="1"/>
</list>
</field>
</page>
</notebook>
</sheet>
</form>
</field>
</record>
<record id="view_emp_it_declaration_tree" model="ir.ui.view">
<field name="name">emp.it.declarations.tree</field>
<field name="model">emp.it.declarations</field>
<field name="arch" type="xml">
<list>
<field name="period_id"/>
<field name="total_investment"/>
<field name="tax_regime"/>
</list>
</field>
</record>
<record id="action_emp_it_declaration" model="ir.actions.act_window">
<field name="name">IT Declarations</field>
<field name="res_model">emp.it.declarations</field>
<field name="view_mode">list,form</field>
</record>
<menuitem id="menu_it_declarations" name="IT Declarations"
parent="hr_payroll.menu_hr_payroll_root"
action="action_emp_it_declaration" sequence="99"/>
</odoo>

View File

@ -0,0 +1,36 @@
<?xml version="1.0" encoding="UTF-8" ?>
<odoo>
<record id="view_tree_it_investment_costing" model="ir.ui.view">
<field name="name">it.investment.costing.tree</field>
<field name="model">it.investment.costing</field>
<field name="arch" type="xml">
<list>
<field name="investment_type_id"/>
<field name="amount"/>
<field name="period_id"/>
</list>
</field>
</record>
<!-- <record id="view_tree_it_investment_costing_line" model="ir.ui.view">-->
<!-- <field name="name">it.investment.costing.line.list</field>-->
<!-- <field name="model">it.investment.costing.line</field>-->
<!-- <field name="arch" type="xml">-->
<!-- <list>-->
<!-- <field name="investment_costing_id"/>-->
<!-- <field name="investment_type_line_id"/>-->
<!-- <field name="declaration_amount"/>-->
<!-- <field name="proof_amount"/>-->
<!-- <field name="remarks"/>-->
<!-- <field name="proof_file"/>-->
<!-- <field name="tax_regime"/>-->
<!-- <field name="period_id"/>-->
<!-- <field name="proof_file_name"/>-->
<!-- </list>-->
<!-- </field>-->
<!-- </record>-->
</odoo>

View File

@ -0,0 +1,59 @@
<?xml version="1.0" encoding="UTF-8" ?>
<odoo>
<!-- list View -->
<record id="view_it_investment_type_list" model="ir.ui.view">
<field name="name">it.investment.type.list</field>
<field name="model">it.investment.type</field>
<field name="arch" type="xml">
<list>
<field name="sequence" widget="handle"/>
<field name="name"/>
<field name="active" optional="hide"/>
</list>
</field>
</record>
<!-- Form View -->
<record id="view_it_investment_type_form" model="ir.ui.view">
<field name="name">it.investment.type.form</field>
<field name="model">it.investment.type</field>
<field name="arch" type="xml">
<form string="Investment Type">
<sheet>
<group>
<field name="name"/>
</group>
<field name="line_ids">
<list editable="bottom">
<field name="sequence" widget="handle"/>
<field name="name"/>
<field name="tax_regime"/>
<field name="need_action"/>
<field name="action_id" invisible="not need_action" readonly="not need_action" force_save="1"/>
<field name="limit"/>
<field name="active" optional="hide"/>
</list>
</field>
</sheet>
</form>
</field>
</record>
<!-- Action -->
<record id="action_it_investment_type" model="ir.actions.act_window">
<field name="name">Investment Types</field>
<field name="res_model">it.investment.type</field>
<field name="view_mode">list,form</field>
<field name="help" type="html">
<p class="o_view_nocontent_smiling_face">Create your first IT Investment Type</p>
</field>
</record>
<!-- Menu -->
<menuitem id="menu_it_investment_type" name="Investment Types"
parent="menu_it_payroll_declarations"
action="action_it_investment_type" sequence="20"/>
</odoo>

View File

@ -0,0 +1,49 @@
<odoo>
<record id="view_payroll_period_form" model="ir.ui.view">
<field name="name">payroll.period.form</field>
<field name="model">payroll.period</field>
<field name="arch" type="xml">
<form string="Payroll Period">
<header>
<button name="action_generate_month_lines" type="object" string="Generate Periods" class="btn-primary"/>
</header>
<sheet>
<group>
<field name="from_date"/>
<field name="to_date"/>
<field name="name" readonly="1" force_save="1"/>
</group>
<field name="period_line_ids">
<list editable="bottom">
<field name="name"/>
<field name="from_date"/>
<field name="to_date"/>
</list>
</field>
</sheet>
</form>
</field>
</record>
<record id="view_payroll_period_tree" model="ir.ui.view">
<field name="name">payroll.period.tree</field>
<field name="model">payroll.period</field>
<field name="arch" type="xml">
<list>
<field name="name"/>
<field name="from_date"/>
<field name="to_date"/>
</list>
</field>
</record>
<record id="action_payroll_period" model="ir.actions.act_window">
<field name="name">Payroll Periods</field>
<field name="res_model">payroll.period</field>
<field name="view_mode">list,form</field>
</record>
<menuitem id="menu_it_payroll_declarations" name="Payroll" parent="hr_payroll.menu_hr_payroll_configuration"/>
<menuitem id="menu_payroll_period" name="Payroll Periods" parent="menu_it_payroll_declarations" action="action_payroll_period"/>
</odoo>

View File

@ -100,7 +100,7 @@ result_name = inputs['ATTACH_SALARY'].name
</record> </record>
<record id="default_assignment_of_salary_rule" model="hr.salary.rule"> <record id="default_assignment_of_salary_rule" model="hr.salary.rule">
<field name="category_id" ref="hr_payroll.DED"/> <field name="category_id" ref="hr_payroll.ALW"/>
<field name="name">Assignment of Salary</field> <field name="name">Assignment of Salary</field>
<field name="sequence">174</field> <field name="sequence">174</field>
<field name="code">ASSIG_SALARY</field> <field name="code">ASSIG_SALARY</field>
@ -108,7 +108,7 @@ result_name = inputs['ATTACH_SALARY'].name
<field name="condition_python">result = 'ASSIG_SALARY' in inputs</field> <field name="condition_python">result = 'ASSIG_SALARY' in inputs</field>
<field name="amount_select">code</field> <field name="amount_select">code</field>
<field name="amount_python_compute"> <field name="amount_python_compute">
result = -inputs['ASSIG_SALARY'].amount result = inputs['ASSIG_SALARY'].amount
result_name = inputs['ASSIG_SALARY'].name result_name = inputs['ASSIG_SALARY'].name
</field> </field>
<field name="struct_id" ref="hr_payroll.default_structure"/> <field name="struct_id" ref="hr_payroll.default_structure"/>

View File

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

View File

@ -0,0 +1,18 @@
{
'name': 'Payroll Extended',
'category': 'Human Resources/Payroll',
'summary': 'Manage your employee payroll records and Extending the Payroll featuers',
'installable': True,
'application': True,
'depends': [
'hr_payroll'
],
'data': [
'data/hr_salary_advance_sequence.xml',
'security/ir.model.access.csv',
'views/hr_salary_advance_views.xml',
'views/menus.xml'
],
'assets': {
},
}

View File

@ -0,0 +1,10 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo noupdate="1">
<record id="seq_hr_salary_advance" model="ir.sequence">
<field name="name">Salary Advance</field>
<field name="code">hr.salary.advance</field>
<field name="prefix">SA/%(year)s/</field>
<field name="padding">4</field>
<field name="company_id" eval="False"/>
</record>
</odoo>

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