66fab12b90
When creating a New Loan, a "Pay Immediately" checkbox (checked by default) processes the loan right away — creates PayrollRecord, sends payslip to Spark, and records the loan as paid. Unchecking it keeps the old behavior where the loan sits in Pending Payments. Also adds loan-only payslip detection (like advance-only) across all payslip views: email template, PDF template, and browser detail page show a clean "Loan Payslip" layout instead of "0 days worked". Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
240 lines
11 KiB
HTML
240 lines
11 KiB
HTML
{% extends 'base.html' %}
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{% block title %}Payslip #{{ record.id }} | Fox Fitt{% endblock %}
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{% block content %}
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<!-- === PAYSLIP DETAIL PAGE ===
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Shows a completed payment with work logs, adjustments, and totals.
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Reached from the Payment History tab on the payroll dashboard.
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Has a Print button that uses the browser's native print dialog. -->
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<div class="container py-5">
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<!-- Action buttons (hidden when printing) -->
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<div class="d-print-none mb-4 d-grid gap-2 d-md-flex">
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<a href="{% url 'payroll_dashboard' %}?status=paid" class="btn btn-outline-secondary">
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<i class="fas fa-arrow-left me-1"></i> Back to Payment History
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</a>
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<button onclick="window.print()" class="btn btn-accent">
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<i class="fas fa-print me-1"></i> Print Payslip
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</button>
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</div>
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<!-- Payslip card -->
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<div class="card border-0 shadow-sm" id="payslip-card">
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<div class="card-body p-5">
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<!-- === HEADER — worker name is the dominant element === -->
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<div class="row mb-5 border-bottom pb-4 align-items-center">
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<div class="col-md-6">
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<h6 class="text-uppercase text-muted fw-bold small mb-1">Payment To Beneficiary:</h6>
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<h2 class="fw-bold text-dark mb-0 text-uppercase">{{ record.worker.name }}</h2>
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<p class="text-muted small mb-0">{% if is_advance %}Advance{% elif is_loan %}Loan{% endif %} Payslip No. #{{ record.id|stringformat:"06d" }}</p>
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</div>
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<div class="col-md-6 text-md-end mt-3 mt-md-0">
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<h3 class="fw-bold text-uppercase text-secondary mb-1">{% if is_advance %}Advance{% elif is_loan %}Loan{% endif %} Payslip</h3>
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<div class="fw-bold">{{ record.date|date:"F j, Y" }}</div>
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<div class="text-muted small">Payer: Fox Fitt</div>
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</div>
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</div>
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<!-- === WORKER DETAILS + NET PAY === -->
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<div class="row mb-5">
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<div class="col-md-6">
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<h6 class="text-uppercase text-muted fw-bold small mb-3">Beneficiary Details:</h6>
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<h4 class="fw-bold">{{ record.worker.name }}</h4>
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<p class="mb-0">ID Number: <strong>{{ record.worker.id_number }}</strong></p>
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<p class="mb-0">Phone: {{ record.worker.phone_number|default:"—" }}</p>
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</div>
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<div class="col-md-6 text-md-end mt-4 mt-md-0">
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<h6 class="text-uppercase text-muted fw-bold small mb-3">Net Payable Amount:</h6>
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<div class="display-6 fw-bold text-dark">R {{ record.amount_paid|floatformat:2 }}</div>
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<p class="text-success small fw-bold mt-2">
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<i class="fas fa-check-circle me-1"></i> PAID
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</p>
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</div>
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</div>
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{% if is_advance %}
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<!-- === ADVANCE PAYMENT DETAIL === -->
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<h6 class="text-uppercase text-muted fw-bold small mb-3">Advance Details</h6>
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<div class="table-responsive mb-4">
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<table class="table table-hover mb-0">
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<thead class="table-light">
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<tr>
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<th>Date</th>
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<th>Type</th>
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<th>Description</th>
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<th class="text-end">Amount</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td>{{ advance_adj.date|date:"M d, Y" }}</td>
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<td><span class="badge bg-info text-dark text-uppercase">Advance Payment</span></td>
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<td>{{ advance_adj.description|default:"Salary advance" }}</td>
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<td class="text-end text-success fw-bold">R {{ advance_adj.amount|floatformat:2 }}</td>
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</tr>
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</tbody>
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</table>
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</div>
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<!-- === ADVANCE TOTAL === -->
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<div class="row justify-content-end mt-4">
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<div class="col-md-5">
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<table class="table table-sm border-0">
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<tr class="border-top border-dark">
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<td class="text-end border-0 fw-bold fs-5">Amount Advanced:</td>
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<td class="text-end border-0 fw-bold fs-5">R {{ advance_adj.amount|floatformat:2 }}</td>
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</tr>
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</table>
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</div>
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</div>
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{% elif is_loan %}
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<!-- === LOAN PAYMENT DETAIL === -->
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<h6 class="text-uppercase text-muted fw-bold small mb-3">Loan Details</h6>
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<div class="table-responsive mb-4">
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<table class="table table-hover mb-0">
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<thead class="table-light">
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<tr>
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<th>Date</th>
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<th>Type</th>
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<th>Description</th>
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<th class="text-end">Amount</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td>{{ loan_adj.date|date:"M d, Y" }}</td>
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<td><span class="badge bg-warning text-dark text-uppercase">Loan Payment</span></td>
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<td>{{ loan_adj.description|default:"Worker loan" }}</td>
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<td class="text-end text-success fw-bold">R {{ loan_adj.amount|floatformat:2 }}</td>
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</tr>
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</tbody>
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</table>
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</div>
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<!-- === LOAN TOTAL === -->
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<div class="row justify-content-end mt-4">
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<div class="col-md-5">
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<table class="table table-sm border-0">
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<tr class="border-top border-dark">
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<td class="text-end border-0 fw-bold fs-5">Loan Amount:</td>
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<td class="text-end border-0 fw-bold fs-5">R {{ loan_adj.amount|floatformat:2 }}</td>
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</tr>
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</table>
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</div>
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</div>
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{% else %}
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<!-- === WORK LOG TABLE — each day worked === -->
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<h6 class="text-uppercase text-muted fw-bold small mb-3">Work Log Details (Attendance)</h6>
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<div class="table-responsive mb-4">
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<table class="table table-hover mb-0">
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<thead class="table-light">
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<tr>
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<th>Date</th>
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<th>Project</th>
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<th>Notes</th>
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<th class="text-end">Amount</th>
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</tr>
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</thead>
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<tbody>
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{% for log in logs %}
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<tr>
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<td>{{ log.date|date:"M d, Y" }}</td>
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<td>{{ log.project.name }}</td>
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<td>{{ log.notes|default:"—"|truncatechars:50 }}</td>
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<td class="text-end">R {{ record.worker.daily_rate|floatformat:2 }}</td>
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</tr>
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{% empty %}
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<tr>
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<td colspan="4" class="text-center text-muted">
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<i class="fas fa-info-circle me-1"></i> No work logs in this period.
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</td>
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</tr>
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{% endfor %}
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</tbody>
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<tfoot class="table-light">
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<tr>
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<td colspan="3" class="text-end fw-bold">Base Pay Subtotal</td>
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<td class="text-end fw-bold">R {{ base_pay|floatformat:2 }}</td>
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</tr>
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</tfoot>
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</table>
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</div>
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<!-- === ADJUSTMENTS TABLE — bonuses, deductions, overtime, loan repayments === -->
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{% if adjustments %}
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<h6 class="text-uppercase text-muted fw-bold small mb-3 mt-4">Adjustments (Bonuses, Deductions, Loans)</h6>
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<div class="table-responsive mb-4">
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<table class="table table-hover mb-0">
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<thead class="table-light">
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<tr>
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<th>Date</th>
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<th>Type</th>
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<th>Description</th>
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<th class="text-end">Amount</th>
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</tr>
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</thead>
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<tbody>
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{% for adj in adjustments %}
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<tr>
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<td>{{ adj.date|date:"M d, Y" }}</td>
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<td>
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<span class="badge bg-secondary text-uppercase">{{ adj.get_type_display }}</span>
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</td>
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<td>{{ adj.description }}</td>
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<td class="text-end {% if adj.type in deductive_types %}text-danger{% else %}text-success{% endif %}">
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{% if adj.type in deductive_types %}
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- R {{ adj.amount|floatformat:2 }}
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{% else %}
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+ R {{ adj.amount|floatformat:2 }}
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{% endif %}
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</td>
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</tr>
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{% endfor %}
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</tbody>
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</table>
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</div>
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{% endif %}
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<!-- === GRAND TOTAL SUMMARY === -->
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<div class="row justify-content-end mt-4">
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<div class="col-md-5">
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<table class="table table-sm border-0">
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<tr>
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<td class="text-end border-0 text-muted">Base Pay:</td>
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<td class="text-end border-0" width="140">R {{ base_pay|floatformat:2 }}</td>
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</tr>
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{% if adjustments %}
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<tr>
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<td class="text-end border-0 text-muted">Adjustments Net:</td>
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<td class="text-end border-0">
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{% if adjustments_net >= 0 %}
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+ R {{ adjustments_net|floatformat:2 }}
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{% else %}
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- R {{ adjustments_net_abs|floatformat:2 }}
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{% endif %}
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</td>
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</tr>
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{% endif %}
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<tr class="border-top border-dark">
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<td class="text-end border-0 fw-bold fs-5">Net Payable:</td>
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<td class="text-end border-0 fw-bold fs-5">R {{ record.amount_paid|floatformat:2 }}</td>
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</tr>
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</table>
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</div>
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</div>
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{% endif %}
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<!-- === FOOTER === -->
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<div class="text-center text-muted small mt-5 pt-4 border-top">
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<p>This is a computer-generated document and does not require a signature.</p>
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<p>Payer: Fox Fitt © 2026</p>
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</div>
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</div>
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</div>
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</div>
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{% endblock %}
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