834 lines
32 KiB
Python
834 lines
32 KiB
Python
import os
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import platform
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import json
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import csv
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import calendar
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import datetime
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from django.shortcuts import render, redirect, get_object_or_404
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from django.utils import timezone
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from django.contrib.auth.decorators import login_required, user_passes_test
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from django.db.models import Sum, Q, Prefetch
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from django.core.mail import send_mail, EmailMultiAlternatives
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from django.conf import settings
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from django.contrib import messages
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from django.http import JsonResponse, HttpResponse
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from django.template.loader import render_to_string
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from django.utils.html import strip_tags
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from .models import Worker, Project, Team, WorkLog, PayrollRecord, Loan, PayrollAdjustment, ExpenseReceipt, ExpenseLineItem
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from .forms import WorkLogForm, ExpenseReceiptForm, ExpenseLineItemFormSet
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from datetime import timedelta
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from decimal import Decimal
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from core.utils import render_to_pdf
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def is_staff_or_supervisor(user):
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"""Check if user is staff or manages at least one team/project."""
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if user.is_staff or user.is_superuser:
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return True
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return user.managed_teams.exists() or user.assigned_projects.exists()
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@login_required
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def home(request):
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"""Render the landing screen with dashboard stats."""
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# If not staff or supervisor, redirect to log attendance
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if not is_staff_or_supervisor(request.user):
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return redirect('log_attendance')
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workers_count = Worker.objects.count()
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projects_count = Project.objects.count()
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teams_count = Team.objects.count()
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recent_logs = WorkLog.objects.order_by('-date')[:5]
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# Analytics
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# 1. Outstanding Payments (Approximate, from logs only)
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outstanding_total = 0
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active_workers = Worker.objects.filter(is_active=True)
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for worker in active_workers:
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# Find unpaid logs for this worker
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unpaid_logs_count = worker.work_logs.exclude(paid_in__worker=worker).count()
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outstanding_total += unpaid_logs_count * worker.day_rate
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# 2. Project Costs (Active Projects)
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# Calculate sum of day_rates for all workers in all logs for each project
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project_costs = []
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active_projects = Project.objects.filter(is_active=True)
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# Simple iteration for calculation (safer than complex annotations given properties)
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for project in active_projects:
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cost = 0
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logs = project.logs.all()
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for log in logs:
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# We need to sum the day_rate of all workers in this log
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# Optimization: prefetch workers if slow, but for now just iterate
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for worker in log.workers.all():
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cost += worker.day_rate
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if cost > 0:
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project_costs.append({'name': project.name, 'cost': cost})
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# 3. Previous 2 months payments
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two_months_ago = timezone.now().date() - timedelta(days=60)
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recent_payments_total = PayrollRecord.objects.filter(date__gte=two_months_ago).aggregate(total=Sum('amount'))['total'] or 0
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context = {
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"workers_count": workers_count,
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"projects_count": projects_count,
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"teams_count": teams_count,
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"recent_logs": recent_logs,
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"current_time": timezone.now(),
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"outstanding_total": outstanding_total,
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"project_costs": project_costs,
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"recent_payments_total": recent_payments_total,
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}
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return render(request, "core/index.html", context)
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@login_required
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def log_attendance(request):
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# Build team workers map for frontend JS (needed for both GET and POST if re-rendering)
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teams_qs = Team.objects.filter(is_active=True)
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if request.user.is_authenticated and not request.user.is_superuser:
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teams_qs = teams_qs.filter(supervisor=request.user)
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team_workers_map = {}
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for team in teams_qs:
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# Get active workers for the team
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active_workers = team.workers.filter(is_active=True).values_list('id', flat=True)
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team_workers_map[team.id] = list(active_workers)
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if request.method == 'POST':
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form = WorkLogForm(request.POST, user=request.user)
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if form.is_valid():
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start_date = form.cleaned_data['date']
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end_date = form.cleaned_data.get('end_date')
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include_sat = form.cleaned_data.get('include_saturday')
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include_sun = form.cleaned_data.get('include_sunday')
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selected_workers = form.cleaned_data['workers']
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project = form.cleaned_data['project']
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notes = form.cleaned_data['notes']
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conflict_action = request.POST.get('conflict_action')
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# Generate Target Dates
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target_dates = []
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if end_date and end_date >= start_date:
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curr = start_date
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while curr <= end_date:
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# 5 = Saturday, 6 = Sunday
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if (curr.weekday() == 5 and not include_sat) or (curr.weekday() == 6 and not include_sun):
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curr += timedelta(days=1)
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continue
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target_dates.append(curr)
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curr += timedelta(days=1)
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else:
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target_dates = [start_date]
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if not target_dates:
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messages.warning(request, "No valid dates selected (check weekends).")
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return render(request, 'core/log_attendance.html', {
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'form': form, 'team_workers_json': json.dumps(team_workers_map)
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})
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# Check Conflicts - Scan all target dates
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if not conflict_action:
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conflicts = []
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for d in target_dates:
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# Find workers who already have a log on this date
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existing_logs = WorkLog.objects.filter(date=d, workers__in=selected_workers).distinct()
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for log in existing_logs:
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# Which of the selected workers are in this log?
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for w in log.workers.all():
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if w in selected_workers:
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# Avoid adding duplicates if multiple logs exist for same worker/day (rare but possible)
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conflict_entry = {'name': f"{w.name} ({d.strftime('%Y-%m-%d')})"}
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if conflict_entry not in conflicts:
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conflicts.append(conflict_entry)
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if conflicts:
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context = {
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'form': form,
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'team_workers_json': json.dumps(team_workers_map),
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'conflicting_workers': conflicts,
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'is_conflict': True,
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}
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return render(request, 'core/log_attendance.html', context)
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# Execution Phase
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created_count = 0
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skipped_count = 0
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overwritten_count = 0
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for d in target_dates:
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# Find conflicts for this specific day
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day_conflicts = Worker.objects.filter(
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work_logs__date=d,
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id__in=selected_workers.values_list('id', flat=True)
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).distinct()
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workers_to_save = list(selected_workers)
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if day_conflicts.exists():
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if conflict_action == 'skip':
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conflicting_ids = day_conflicts.values_list('id', flat=True)
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workers_to_save = [w for w in selected_workers if w.id not in conflicting_ids]
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skipped_count += day_conflicts.count()
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elif conflict_action == 'overwrite':
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# Remove conflicting workers from their OLD logs
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for worker in day_conflicts:
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old_logs = WorkLog.objects.filter(date=d, workers=worker)
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for log in old_logs:
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log.workers.remove(worker)
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if log.workers.count() == 0:
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log.delete()
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overwritten_count += day_conflicts.count()
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# workers_to_save remains full list
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if workers_to_save:
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# Create Log
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log = WorkLog.objects.create(
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date=d,
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project=project,
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notes=notes,
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supervisor=request.user if request.user.is_authenticated else None
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)
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log.workers.set(workers_to_save)
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created_count += len(workers_to_save)
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msg = f"Logged {created_count} entries."
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if skipped_count:
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msg += f" Skipped {skipped_count} duplicates."
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if overwritten_count:
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msg += f" Overwrote {overwritten_count} previous entries."
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messages.success(request, msg)
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# Redirect to home, which will then redirect back to log_attendance if restricted
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return redirect('home')
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else:
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form = WorkLogForm(user=request.user if request.user.is_authenticated else None)
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context = {
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'form': form,
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'team_workers_json': json.dumps(team_workers_map)
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}
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return render(request, 'core/log_attendance.html', context)
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@login_required
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def work_log_list(request):
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"""View work log history with advanced filtering."""
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if not is_staff_or_supervisor(request.user):
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return redirect('log_attendance')
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worker_id = request.GET.get('worker')
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team_id = request.GET.get('team')
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project_id = request.GET.get('project')
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payment_status = request.GET.get('payment_status') # 'paid', 'unpaid', 'all'
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view_mode = request.GET.get('view', 'list')
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logs = WorkLog.objects.all().prefetch_related('workers', 'workers__teams', 'project', 'supervisor', 'paid_in').order_by('-date', '-id')
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target_worker = None
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if worker_id:
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logs = logs.filter(workers__id=worker_id)
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# Fetch the worker to get the day rate reliably
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target_worker = Worker.objects.filter(id=worker_id).first()
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if team_id:
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# Find workers in this team and filter logs containing them
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team_workers = Worker.objects.filter(teams__id=team_id)
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logs = logs.filter(workers__in=team_workers).distinct()
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if project_id:
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logs = logs.filter(project_id=project_id)
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if payment_status == 'paid':
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# Logs that are linked to at least one PayrollRecord
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logs = logs.filter(paid_in__isnull=False).distinct()
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elif payment_status == 'unpaid':
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# This is tricky because a log can have multiple workers, some paid some not.
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# But usually a WorkLog is marked paid when its workers are paid.
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# If we filtered by worker, we can check if THAT worker is paid in that log.
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if worker_id:
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worker = get_object_or_404(Worker, pk=worker_id)
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logs = logs.exclude(paid_in__worker=worker)
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else:
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logs = logs.filter(paid_in__isnull=True)
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# Calculate amounts for display
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# Convert to list to attach attributes
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final_logs = []
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total_amount = 0
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# If Calendar View: Filter logs by Month BEFORE iterating to prevent fetching ALL history
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if view_mode == 'calendar':
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today = timezone.now().date()
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try:
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curr_year = int(request.GET.get('year', today.year))
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curr_month = int(request.GET.get('month', today.month))
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except ValueError:
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curr_year = today.year
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curr_month = today.month
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# Bounds safety
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if curr_month < 1: curr_month = 1;
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if curr_month > 12: curr_month = 12;
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# Get range
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_, num_days = calendar.monthrange(curr_year, curr_month)
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start_date = datetime.date(curr_year, curr_month, 1)
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end_date = datetime.date(curr_year, curr_month, num_days)
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logs = logs.filter(date__range=(start_date, end_date))
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for log in logs:
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if target_worker:
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log.display_amount = target_worker.day_rate
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else:
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# Sum of all workers in this log
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log.display_amount = sum(w.day_rate for w in log.workers.all())
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final_logs.append(log)
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total_amount += log.display_amount
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# Context for filters
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context = {
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'total_amount': total_amount,
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'workers': Worker.objects.filter(is_active=True).order_by('name'),
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'teams': Team.objects.filter(is_active=True).order_by('name'),
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'projects': Project.objects.filter(is_active=True).order_by('name'),
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'selected_worker': int(worker_id) if worker_id else None,
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'selected_team': int(team_id) if team_id else None,
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'selected_project': int(project_id) if project_id else None,
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'selected_payment_status': payment_status,
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'target_worker': target_worker,
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'view_mode': view_mode,
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}
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if view_mode == 'calendar':
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# Group by date for easy lookup in template
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logs_map = {}
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for log in final_logs:
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if log.date not in logs_map:
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logs_map[log.date] = []
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logs_map[log.date].append(log)
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cal = calendar.Calendar(firstweekday=0) # Monday is 0
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month_dates = cal.monthdatescalendar(curr_year, curr_month)
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# Prepare structured data for template
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calendar_weeks = []
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for week in month_dates:
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week_data = []
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for d in week:
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week_data.append({
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'date': d,
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'day': d.day,
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'is_current_month': d.month == curr_month,
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'logs': logs_map.get(d, [])
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})
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calendar_weeks.append(week_data)
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# Nav Links
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prev_month_date = start_date - datetime.timedelta(days=1)
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next_month_date = end_date + datetime.timedelta(days=1)
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context.update({
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'calendar_weeks': calendar_weeks,
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'curr_month': curr_month,
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'curr_year': curr_year,
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'month_name': calendar.month_name[curr_month],
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'prev_month': prev_month_date.month,
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'prev_year': prev_month_date.year,
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'next_month': next_month_date.month,
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'next_year': next_month_date.year,
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})
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else:
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context['logs'] = final_logs
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return render(request, 'core/work_log_list.html', context)
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@login_required
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def export_work_log_csv(request):
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"""Export filtered work logs to CSV."""
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if not is_staff_or_supervisor(request.user):
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return HttpResponse("Unauthorized", status=401)
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worker_id = request.GET.get('worker')
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team_id = request.GET.get('team')
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project_id = request.GET.get('project')
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payment_status = request.GET.get('payment_status')
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logs = WorkLog.objects.all().prefetch_related('workers', 'workers__teams', 'project', 'supervisor', 'paid_in').order_by('-date', '-id')
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target_worker = None
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if worker_id:
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logs = logs.filter(workers__id=worker_id)
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target_worker = Worker.objects.filter(id=worker_id).first()
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if team_id:
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team_workers = Worker.objects.filter(teams__id=team_id)
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logs = logs.filter(workers__in=team_workers).distinct()
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if project_id:
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logs = logs.filter(project_id=project_id)
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if payment_status == 'paid':
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logs = logs.filter(paid_in__isnull=False).distinct()
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elif payment_status == 'unpaid':
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if worker_id:
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worker = get_object_or_404(Worker, pk=worker_id)
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logs = logs.exclude(paid_in__worker=worker)
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else:
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logs = logs.filter(paid_in__isnull=True)
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response = HttpResponse(content_type='text/csv')
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response['Content-Disposition'] = 'attachment; filename="work_logs.csv"'
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writer = csv.writer(response)
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writer.writerow(['Date', 'Project', 'Workers', 'Amount', 'Payment Status', 'Supervisor'])
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for log in logs:
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# Amount Logic
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if target_worker:
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display_amount = target_worker.day_rate
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workers_str = target_worker.name
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else:
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display_amount = sum(w.day_rate for w in log.workers.all())
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workers_str = ", ".join([w.name for w in log.workers.all()])
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# Payment Status Logic
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is_paid = log.paid_in.exists()
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status_str = "Paid" if is_paid else "Pending"
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writer.writerow([
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log.date,
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log.project.name,
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workers_str,
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f"{display_amount:.2f}",
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status_str,
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log.supervisor.username if log.supervisor else "System"
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])
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return response
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@login_required
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def manage_resources(request):
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"""View to manage active status of resources."""
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if not request.user.is_staff and not request.user.is_superuser:
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return redirect('log_attendance')
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# Prefetch teams for workers to avoid N+1 in template
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workers = Worker.objects.all().prefetch_related('teams').order_by('name')
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projects = Project.objects.all().order_by('name')
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teams = Team.objects.all().prefetch_related('workers').order_by('name')
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context = {
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'workers': workers,
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'projects': projects,
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'teams': teams,
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}
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return render(request, 'core/manage_resources.html', context)
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|
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@login_required
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def toggle_resource_status(request, model_type, pk):
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"""Toggle the is_active status of a resource."""
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if not request.user.is_staff and not request.user.is_superuser:
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return redirect('log_attendance')
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|
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if request.method == 'POST':
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model_map = {
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'worker': Worker,
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'project': Project,
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'team': Team,
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}
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model_class = model_map.get(model_type)
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if model_class:
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obj = get_object_or_404(model_class, pk=pk)
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obj.is_active = not obj.is_active
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obj.save()
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if request.headers.get('x-requested-with') == 'XMLHttpRequest':
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return JsonResponse({
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'success': True,
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'is_active': obj.is_active,
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'message': f"{obj.name} is now {'Active' if obj.is_active else 'Inactive'}."
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})
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return redirect('manage_resources')
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@login_required
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def payroll_dashboard(request):
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"""Dashboard for payroll management with filtering."""
|
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if not request.user.is_staff and not request.user.is_superuser:
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return redirect('log_attendance')
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status_filter = request.GET.get('status', 'pending') # pending, paid, all
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# Common Analytics
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outstanding_total = 0
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active_workers = Worker.objects.filter(is_active=True).order_by('name').prefetch_related('adjustments')
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|
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workers_data = [] # For pending payments
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for worker in active_workers:
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# Unpaid Work Logs
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unpaid_logs = worker.work_logs.exclude(paid_in__worker=worker)
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log_count = unpaid_logs.count()
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log_amount = log_count * worker.day_rate
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# Pending Adjustments (unlinked to any payroll record)
|
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pending_adjustments = worker.adjustments.filter(payroll_record__isnull=True)
|
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adj_total = Decimal('0.00')
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for adj in pending_adjustments:
|
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if adj.type in ['BONUS', 'OVERTIME', 'LOAN']:
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adj_total += adj.amount
|
|
elif adj.type in ['DEDUCTION', 'LOAN_REPAYMENT']:
|
|
adj_total -= adj.amount
|
|
|
|
total_payable = log_amount + adj_total
|
|
|
|
# Only show if there is something to pay or negative (e.g. loan repayment greater than work)
|
|
# Note: If total_payable is negative, it implies they owe money.
|
|
if log_count > 0 or pending_adjustments.exists():
|
|
outstanding_total += max(total_payable, Decimal('0.00')) # Only count positive payable for grand total
|
|
|
|
if status_filter in ['pending', 'all']:
|
|
workers_data.append({
|
|
'worker': worker,
|
|
'unpaid_count': log_count,
|
|
'unpaid_amount': log_amount,
|
|
'adj_amount': adj_total,
|
|
'total_payable': total_payable,
|
|
'adjustments': pending_adjustments,
|
|
'logs': unpaid_logs
|
|
})
|
|
|
|
# Paid History
|
|
paid_records = []
|
|
if status_filter in ['paid', 'all']:
|
|
paid_records = PayrollRecord.objects.select_related('worker').order_by('-date', '-id')
|
|
|
|
# Analytics: Project Costs (Active Projects)
|
|
project_costs = []
|
|
active_projects = Project.objects.filter(is_active=True)
|
|
|
|
for project in active_projects:
|
|
cost = 0
|
|
logs = project.logs.all()
|
|
for log in logs:
|
|
for worker in log.workers.all():
|
|
cost += worker.day_rate
|
|
if cost > 0:
|
|
project_costs.append({'name': project.name, 'cost': cost})
|
|
|
|
# Analytics: Previous 2 months payments
|
|
two_months_ago = timezone.now().date() - timedelta(days=60)
|
|
recent_payments_total = PayrollRecord.objects.filter(date__gte=two_months_ago).aggregate(total=Sum('amount'))['total'] or 0
|
|
|
|
# Active Loans for dropdowns/modals
|
|
all_workers = Worker.objects.filter(is_active=True).order_by('name')
|
|
|
|
context = {
|
|
'workers_data': workers_data,
|
|
'paid_records': paid_records,
|
|
'outstanding_total': outstanding_total,
|
|
'project_costs': project_costs,
|
|
'recent_payments_total': recent_payments_total,
|
|
'active_tab': status_filter,
|
|
'all_workers': all_workers,
|
|
'adjustment_types': PayrollAdjustment.ADJUSTMENT_TYPES,
|
|
}
|
|
return render(request, 'core/payroll_dashboard.html', context)
|
|
|
|
@login_required
|
|
def process_payment(request, worker_id):
|
|
"""Process payment for a worker, mark logs as paid, link adjustments, and email receipt."""
|
|
if not request.user.is_staff and not request.user.is_superuser:
|
|
return redirect('log_attendance')
|
|
|
|
worker = get_object_or_404(Worker, pk=worker_id)
|
|
|
|
if request.method == 'POST':
|
|
# Find unpaid logs
|
|
unpaid_logs = worker.work_logs.exclude(paid_in__worker=worker)
|
|
log_count = unpaid_logs.count()
|
|
logs_amount = log_count * worker.day_rate
|
|
|
|
# Find pending adjustments
|
|
pending_adjustments = worker.adjustments.filter(payroll_record__isnull=True)
|
|
adj_amount = Decimal('0.00')
|
|
|
|
for adj in pending_adjustments:
|
|
if adj.type in ['BONUS', 'OVERTIME', 'LOAN']:
|
|
adj_amount += adj.amount
|
|
elif adj.type in ['DEDUCTION', 'LOAN_REPAYMENT']:
|
|
adj_amount -= adj.amount
|
|
|
|
total_amount = logs_amount + adj_amount
|
|
|
|
if log_count > 0 or pending_adjustments.exists():
|
|
# Create Payroll Record
|
|
payroll_record = PayrollRecord.objects.create(
|
|
worker=worker,
|
|
amount=total_amount,
|
|
date=timezone.now().date()
|
|
)
|
|
|
|
# Link logs
|
|
payroll_record.work_logs.set(unpaid_logs)
|
|
|
|
# Link Adjustments and Handle Loans
|
|
for adj in pending_adjustments:
|
|
adj.payroll_record = payroll_record
|
|
adj.save()
|
|
|
|
# Update Loan Balance if it's a repayment
|
|
if adj.type == 'LOAN_REPAYMENT' and adj.loan:
|
|
adj.loan.balance -= adj.amount
|
|
if adj.loan.balance <= 0:
|
|
adj.loan.balance = 0
|
|
adj.loan.is_active = False
|
|
adj.loan.save()
|
|
|
|
payroll_record.save()
|
|
|
|
# Email Notification
|
|
subject = f"Payslip for {worker.name} - {payroll_record.date}"
|
|
|
|
# Prepare Context
|
|
context = {
|
|
'record': payroll_record,
|
|
'logs_count': log_count,
|
|
'logs_amount': logs_amount,
|
|
'adjustments': payroll_record.adjustments.all(),
|
|
}
|
|
|
|
# 1. Render HTML Body
|
|
html_message = render_to_string('core/email/payslip_email.html', context)
|
|
plain_message = strip_tags(html_message)
|
|
|
|
# 2. Render PDF Attachment
|
|
pdf_content = render_to_pdf('core/pdf/payslip_pdf.html', context)
|
|
|
|
recipient_list = ['foxfitt-ed9wc+expense@to.sparkreceipt.com']
|
|
|
|
try:
|
|
# Construct Email with Attachment
|
|
email = EmailMultiAlternatives(
|
|
subject,
|
|
plain_message,
|
|
settings.DEFAULT_FROM_EMAIL,
|
|
recipient_list,
|
|
)
|
|
email.attach_alternative(html_message, "text/html")
|
|
|
|
if pdf_content:
|
|
email.attach(f"Payslip_{worker.id}_{payroll_record.date}.pdf", pdf_content, 'application/pdf')
|
|
|
|
email.send()
|
|
messages.success(request, f"Payment processed for {worker.name}. Net Pay: R {payroll_record.amount}")
|
|
except Exception as e:
|
|
messages.warning(request, f"Payment processed, but email delivery failed: {str(e)}")
|
|
|
|
return redirect('payroll_dashboard')
|
|
|
|
return redirect('payroll_dashboard')
|
|
|
|
@login_required
|
|
def payslip_detail(request, pk):
|
|
"""Show details of a payslip (Payment Record)."""
|
|
if not request.user.is_staff and not request.user.is_superuser:
|
|
return redirect('log_attendance')
|
|
|
|
record = get_object_or_404(PayrollRecord, pk=pk)
|
|
|
|
# Get the logs included in this payment
|
|
logs = record.work_logs.all().order_by('date')
|
|
adjustments = record.adjustments.all().order_by('type')
|
|
|
|
# Calculate base pay from logs (re-verify logic)
|
|
# The record.amount is the final NET.
|
|
# We can reconstruct the display.
|
|
base_pay = sum(w.day_rate for l in logs for w in l.workers.all() if w == record.worker)
|
|
adjustments_net = record.amount - base_pay
|
|
|
|
context = {
|
|
'record': record,
|
|
'logs': logs,
|
|
'adjustments': adjustments,
|
|
'base_pay': base_pay,
|
|
'adjustments_net': adjustments_net,
|
|
}
|
|
return render(request, 'core/payslip.html', context)
|
|
|
|
@login_required
|
|
def loan_list(request):
|
|
"""List outstanding and historical loans."""
|
|
if not request.user.is_staff and not request.user.is_superuser:
|
|
return redirect('log_attendance')
|
|
|
|
filter_status = request.GET.get('status', 'active') # active, history
|
|
|
|
if filter_status == 'history':
|
|
loans = Loan.objects.filter(is_active=False).order_by('-date')
|
|
else:
|
|
loans = Loan.objects.filter(is_active=True).order_by('-date')
|
|
|
|
context = {
|
|
'loans': loans,
|
|
'filter_status': filter_status,
|
|
'workers': Worker.objects.filter(is_active=True).order_by('name'), # For modal
|
|
}
|
|
return render(request, 'core/loan_list.html', context)
|
|
|
|
@login_required
|
|
def add_loan(request):
|
|
"""Create a new loan."""
|
|
if not request.user.is_staff and not request.user.is_superuser:
|
|
return redirect('log_attendance')
|
|
|
|
if request.method == 'POST':
|
|
worker_id = request.POST.get('worker')
|
|
amount = request.POST.get('amount')
|
|
reason = request.POST.get('reason')
|
|
date = request.POST.get('date') or timezone.now().date()
|
|
|
|
if worker_id and amount:
|
|
worker = get_object_or_404(Worker, pk=worker_id)
|
|
Loan.objects.create(
|
|
worker=worker,
|
|
amount=amount,
|
|
date=date,
|
|
reason=reason
|
|
)
|
|
messages.success(request, f"Loan of R{amount} recorded for {worker.name}.")
|
|
|
|
return redirect('loan_list')
|
|
|
|
@login_required
|
|
def add_adjustment(request):
|
|
"""Add a payroll adjustment (Bonus, Overtime, Deduction, Repayment)."""
|
|
if not request.user.is_staff and not request.user.is_superuser:
|
|
return redirect('log_attendance')
|
|
|
|
if request.method == 'POST':
|
|
worker_id = request.POST.get('worker')
|
|
adj_type = request.POST.get('type')
|
|
amount = request.POST.get('amount')
|
|
description = request.POST.get('description')
|
|
date = request.POST.get('date') or timezone.now().date()
|
|
loan_id = request.POST.get('loan_id') # Optional, for repayments
|
|
|
|
if worker_id and amount and adj_type:
|
|
worker = get_object_or_404(Worker, pk=worker_id)
|
|
|
|
# Validation for repayment OR Creation for New Loan
|
|
loan = None
|
|
if adj_type == 'LOAN_REPAYMENT':
|
|
if loan_id:
|
|
loan = get_object_or_404(Loan, pk=loan_id)
|
|
else:
|
|
# Try to find an active loan
|
|
loan = worker.loans.filter(is_active=True).first()
|
|
if not loan:
|
|
messages.warning(request, f"Cannot add repayment: {worker.name} has no active loans.")
|
|
return redirect('payroll_dashboard')
|
|
elif adj_type == 'LOAN':
|
|
# Create the Loan object tracking the debt
|
|
loan = Loan.objects.create(
|
|
worker=worker,
|
|
amount=amount,
|
|
date=date,
|
|
reason=description
|
|
)
|
|
|
|
PayrollAdjustment.objects.create(
|
|
worker=worker,
|
|
type=adj_type,
|
|
amount=amount,
|
|
description=description,
|
|
date=date,
|
|
loan=loan
|
|
)
|
|
messages.success(request, f"{adj_type} of R{amount} added for {worker.name}.")
|
|
|
|
return redirect('payroll_dashboard')
|
|
|
|
@login_required
|
|
def create_receipt(request):
|
|
"""Create a new expense receipt and email it."""
|
|
if not is_staff_or_supervisor(request.user):
|
|
return redirect('log_attendance')
|
|
|
|
if request.method == 'POST':
|
|
form = ExpenseReceiptForm(request.POST)
|
|
items = ExpenseLineItemFormSet(request.POST)
|
|
|
|
if form.is_valid() and items.is_valid():
|
|
receipt = form.save(commit=False)
|
|
receipt.user = request.user
|
|
receipt.save()
|
|
|
|
items.instance = receipt
|
|
line_items = items.save()
|
|
|
|
# Backend Calculation for Consistency
|
|
sum_amount = sum(item.amount for item in line_items)
|
|
vat_type = receipt.vat_type
|
|
|
|
if vat_type == 'INCLUDED':
|
|
receipt.total_amount = sum_amount
|
|
receipt.subtotal = sum_amount / Decimal('1.15')
|
|
receipt.vat_amount = receipt.total_amount - receipt.subtotal
|
|
elif vat_type == 'EXCLUDED':
|
|
receipt.subtotal = sum_amount
|
|
receipt.vat_amount = sum_amount * Decimal('0.15')
|
|
receipt.total_amount = receipt.subtotal + receipt.vat_amount
|
|
else: # NONE
|
|
receipt.subtotal = sum_amount
|
|
receipt.vat_amount = Decimal('0.00')
|
|
receipt.total_amount = sum_amount
|
|
|
|
receipt.save()
|
|
|
|
# Email Generation
|
|
subject = f"Receipt from {receipt.vendor} - {receipt.date}"
|
|
recipient_list = ['foxfitt-ed9wc+expense@to.sparkreceipt.com']
|
|
|
|
# Prepare Context
|
|
context = {
|
|
'receipt': receipt,
|
|
'items': line_items,
|
|
}
|
|
|
|
# 1. Render HTML Body
|
|
html_message = render_to_string('core/email/receipt_email.html', context)
|
|
plain_message = strip_tags(html_message)
|
|
|
|
# 2. Render PDF Attachment
|
|
pdf_content = render_to_pdf('core/pdf/receipt_pdf.html', context)
|
|
|
|
try:
|
|
# Construct Email with Attachment
|
|
email = EmailMultiAlternatives(
|
|
subject,
|
|
plain_message,
|
|
settings.DEFAULT_FROM_EMAIL,
|
|
recipient_list,
|
|
)
|
|
email.attach_alternative(html_message, "text/html")
|
|
|
|
if pdf_content:
|
|
email.attach(f"Receipt_{receipt.id}.pdf", pdf_content, 'application/pdf')
|
|
|
|
email.send()
|
|
messages.success(request, "Receipt created and sent to SparkReceipt.")
|
|
return redirect('create_receipt')
|
|
except Exception as e:
|
|
messages.warning(request, f"Receipt saved, but email failed: {e}")
|
|
|
|
else:
|
|
form = ExpenseReceiptForm(initial={'date': timezone.now().date()})
|
|
items = ExpenseLineItemFormSet()
|
|
|
|
return render(request, 'core/create_receipt.html', {
|
|
'form': form,
|
|
'items': items
|
|
}) |