38686-vm/core/forms.py
Konrad du Plessis efe5f08682 Add Phase 3: Payroll Dashboard with full payment processing
- PayrollAdjustmentForm with project validation for types that require it
- 7 payroll views: dashboard, process_payment, price_overtime, add/edit/delete
  adjustment, preview_payslip (all admin-only)
- Payroll dashboard template with analytics cards, Chart.js charts (monthly
  totals + per-project costs), 3 tabs (Pending/Paid/Loans), 5 modals
- XSS-safe JavaScript using createElement+textContent (zero innerHTML)
- Fix: outstanding-by-project now handles partially-paid WorkLogs per-worker
- Fix: active loan count and balance computed via aggregate in view
- Payroll navbar link wired up, 7 URL patterns added
- Zero model/migration changes

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-22 18:47:12 +02:00

151 lines
6.1 KiB
Python

# === FORMS ===
# Django form classes for the app.
# - AttendanceLogForm: daily work log creation with date ranges and conflict detection
# - PayrollAdjustmentForm: adding bonuses, deductions, overtime, and loan adjustments
from django import forms
from .models import WorkLog, Project, Team, Worker, PayrollAdjustment
class AttendanceLogForm(forms.ModelForm):
"""
Form for logging daily worker attendance.
Extra fields (not on the WorkLog model):
- end_date: optional end date for logging multiple days at once
- include_saturday: whether to include Saturdays in a date range
- include_sunday: whether to include Sundays in a date range
The supervisor field is NOT shown on the form — it gets set automatically
in the view to whoever is logged in.
"""
# --- Extra fields for date range logging ---
# These aren't on the WorkLog model, they're only used by the form
end_date = forms.DateField(
required=False,
widget=forms.DateInput(attrs={'type': 'date', 'class': 'form-control'}),
label='End Date',
help_text='Leave blank to log a single day'
)
include_saturday = forms.BooleanField(
required=False,
initial=False,
label='Include Saturdays',
widget=forms.CheckboxInput(attrs={'class': 'form-check-input'})
)
include_sunday = forms.BooleanField(
required=False,
initial=False,
label='Include Sundays',
widget=forms.CheckboxInput(attrs={'class': 'form-check-input'})
)
class Meta:
model = WorkLog
# Supervisor is NOT included — it gets set in the view automatically
fields = ['date', 'project', 'team', 'workers', 'overtime_amount', 'notes']
widgets = {
'date': forms.DateInput(attrs={'type': 'date', 'class': 'form-control'}),
'project': forms.Select(attrs={'class': 'form-select'}),
'team': forms.Select(attrs={'class': 'form-select'}),
'workers': forms.CheckboxSelectMultiple(attrs={'class': 'form-check-input'}),
'overtime_amount': forms.Select(attrs={'class': 'form-select'}),
'notes': forms.Textarea(attrs={
'class': 'form-control',
'rows': 3,
'placeholder': 'Any notes about the day...'
}),
}
def __init__(self, *args, **kwargs):
# Pop 'user' from kwargs so we can filter based on who's logged in
self.user = kwargs.pop('user', None)
super().__init__(*args, **kwargs)
# --- Supervisor filtering ---
# If the user is NOT an admin, they can only see:
# - Projects they're assigned to (via project.supervisors M2M)
# - Workers in teams they supervise
if self.user and not (self.user.is_staff or self.user.is_superuser):
# Only show projects this supervisor is assigned to
self.fields['project'].queryset = Project.objects.filter(
active=True,
supervisors=self.user
)
# Only show workers from teams this supervisor manages
supervised_teams = Team.objects.filter(supervisor=self.user, active=True)
self.fields['workers'].queryset = Worker.objects.filter(
active=True,
teams__in=supervised_teams
).distinct()
# Only show teams this supervisor manages
self.fields['team'].queryset = supervised_teams
else:
# Admins see everything
self.fields['workers'].queryset = Worker.objects.filter(active=True)
self.fields['project'].queryset = Project.objects.filter(active=True)
self.fields['team'].queryset = Team.objects.filter(active=True)
# Make team optional (it already is on the model, but make the form match)
self.fields['team'].required = False
def clean(self):
"""Validate the date range makes sense."""
cleaned_data = super().clean()
start_date = cleaned_data.get('date')
end_date = cleaned_data.get('end_date')
if start_date and end_date and end_date < start_date:
raise forms.ValidationError('End date cannot be before start date.')
return cleaned_data
class PayrollAdjustmentForm(forms.ModelForm):
"""
Form for adding/editing payroll adjustments (bonuses, deductions, etc.).
Business rule: A project is required for Overtime, Bonus, Deduction, and
Advance Payment types. Loan and Loan Repayment are worker-level (no project).
"""
class Meta:
model = PayrollAdjustment
fields = ['type', 'project', 'worker', 'amount', 'date', 'description']
widgets = {
'type': forms.Select(attrs={'class': 'form-select'}),
'project': forms.Select(attrs={'class': 'form-select'}),
'worker': forms.Select(attrs={'class': 'form-select'}),
'amount': forms.NumberInput(attrs={
'class': 'form-control',
'step': '0.01',
'min': '0.01'
}),
'date': forms.DateInput(attrs={'type': 'date', 'class': 'form-control'}),
'description': forms.Textarea(attrs={
'class': 'form-control',
'rows': 2,
'placeholder': 'Reason for this adjustment...'
}),
}
def __init__(self, *args, **kwargs):
super().__init__(*args, **kwargs)
self.fields['project'].queryset = Project.objects.filter(active=True)
self.fields['project'].required = False
self.fields['worker'].queryset = Worker.objects.filter(active=True)
def clean(self):
"""Validate that project-required types have a project selected."""
cleaned_data = super().clean()
adj_type = cleaned_data.get('type', '')
project = cleaned_data.get('project')
# These types must have a project — they're tied to specific work
project_required_types = ('Overtime', 'Bonus', 'Deduction', 'Advance Payment')
if adj_type in project_required_types and not project:
self.add_error('project', 'A project must be selected for this adjustment type.')
return cleaned_data