Add employee earnings record generation API route
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4469db2602
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@ -45,7 +45,7 @@ class Manage(models.Model):
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deleted = models.BooleanField(default=False)
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def __str__(self):
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return self.client.user.username + ' manages ' + self.provider.user.username
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return self.client.user.first_name + ' manages ' + self.provider.user.first_name
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class Price(models.Model):
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uuid = models.UUIDField(default=uuid.uuid4, editable=False)
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@ -276,9 +276,36 @@ class TimeSheetSerializer(serializers.Serializer):
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amount = serializers.DecimalField(max_digits=8, decimal_places=2)
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work = serializers.CharField()
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management = serializers.CharField()
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client = serializers.CharField()
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provider = serializers.CharField()
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payday = serializers.DateField()
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paystart = serializers.DateField()
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payend = serializers.DateField()
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shifts = ShiftSerializer(many=True)
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class RecordSheetSerializer(serializers.Serializer):
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class RecordSerializer(serializers.Serializer):
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payday = serializers.DateField()
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reg_pay = serializers.DecimalField(max_digits=10, decimal_places=2)
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vac_pay = serializers.DecimalField(max_digits=10, decimal_places=2)
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earnings = serializers.DecimalField(max_digits=10, decimal_places=2)
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cpp_ytd = serializers.DecimalField(max_digits=10, decimal_places=2)
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cpp = serializers.DecimalField(max_digits=10, decimal_places=2)
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ei_ytd = serializers.DecimalField(max_digits=10, decimal_places=2)
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ei = serializers.DecimalField(max_digits=10, decimal_places=2)
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taxable_income = serializers.DecimalField(max_digits=10, decimal_places=2)
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fed_tax = serializers.DecimalField(max_digits=10, decimal_places=2)
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fed_tax_payable = serializers.DecimalField(max_digits=10, decimal_places=2)
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prov_tax = serializers.DecimalField(max_digits=10, decimal_places=2)
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prov_tax_deduction = serializers.DecimalField(max_digits=10, decimal_places=2)
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income_tax = serializers.DecimalField(max_digits=10, decimal_places=2)
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total_deductions = serializers.DecimalField(max_digits=10, decimal_places=2)
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net_pay = serializers.DecimalField(max_digits=10, decimal_places=2)
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management = serializers.CharField()
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client = serializers.CharField()
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provider = serializers.CharField()
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phone_number = serializers.CharField()
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sin = serializers.CharField()
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record = RecordSerializer(many=True)
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@ -12,7 +12,7 @@ from rest_framework.decorators import api_view
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from rest_framework.response import Response
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from rest_framework.views import APIView
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from rest_framework.renderers import StaticHTMLRenderer
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from caremyway.api.serializers import UserSerializer, UserInfoSerializer, ClientSerializer, ProviderSerializer, WorkTypeSerializer, EmployeeSerializer, EmployerSerializer, PriceSerializer, CShiftSerializer, PShiftSerializer, TimeSheetSerializer
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from caremyway.api.serializers import UserSerializer, UserInfoSerializer, ClientSerializer, ProviderSerializer, WorkTypeSerializer, EmployeeSerializer, EmployerSerializer, PriceSerializer, CShiftSerializer, PShiftSerializer, TimeSheetSerializer, RecordSheetSerializer
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class UserViewSet(viewsets.ModelViewSet):
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lookup_field = 'username'
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@ -158,9 +158,10 @@ def get_paystart(payday):
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def get_payend(payday):
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return payday - timedelta(days=4)
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def get_timesheet(user, payday, manage=None):
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def gen_timesheets(user, payday, manage=None):
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paystart = get_paystart(payday)
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payend = get_payend(payday)
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timesheets = []
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shifts = Shift.objects.filter(deleted=False) \
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.exclude(actual_end__isnull=True) \
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@ -175,9 +176,9 @@ def get_timesheet(user, payday, manage=None):
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manage_shifts = groupby(shifts, lambda x: x.price.management)
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timesheets = []
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for management, shifts in manage_shifts:
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timesheet = {}
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timesheet['management'] = management
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timesheet['client'] = management.client
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timesheet['provider'] = management.provider
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timesheet['payday'] = payday
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@ -200,6 +201,220 @@ def get_timesheet(user, payday, manage=None):
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return timesheets
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def get_paydays_todate(payday):
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# Assumes payday is a valided date obj
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year = payday.year
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paydays = []
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if payday.day == 15:
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paydays.append(payday)
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elif payday.day == calendar.monthrange(payday.year, payday.month)[1]:
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paydays.append(payday)
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paydays.append(datetime.date(year, payday.month, 15))
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else:
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raise serializers.ValidationError("Date is not a valid payday.")
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for month in reversed(range(1, payday.month)):
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end_of_month = calendar.monthrange(year, month)[1]
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paydays.append(datetime.date(year, month, end_of_month))
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paydays.append(datetime.date(year, month, 15))
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return list(reversed(paydays))
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def get_cpp(cpp_ytd, earnings):
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D = cpp_ytd
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PI = earnings
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P = 24
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C_i = Decimal(2564.10) - D
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C_ii = Decimal(0.0495) * (PI - Decimal(3500 / P))
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C = min(C_i, C_ii)
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if C < 0:
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C = 0
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return C
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def get_ei(ei_ytd, earnings):
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D1 = ei_ytd
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IE = earnings
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EI_i = Decimal(836.19) - D1
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EI_ii = Decimal(0.0163) * IE
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EI = min(EI_i, EI_ii)
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if EI < 0:
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EI = 0
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return EI
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def get_taxable_income(earnings):
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P = 24
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I = earnings
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F = 0
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F2 = 0
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U1 = 0
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HD = 0
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F1 = 0
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A = (P * (I - F - F2 - U1)) - HD - F1
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return A
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def get_fed_tax(taxable_income, cpp, ei, cpp_ytd, ei_ytd):
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table = [(0, 0.150, 0),
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(45916, 0.205, 2525),
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(91831, 0.260, 7576),
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(142352, 0.290, 11847),
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(202800, 0.330, 19959)]
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A = taxable_income
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R = Decimal([row for row in table if row[0] < A][-1][1])
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K = [row for row in table if row[0] < A][-1][2]
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TC = 11635
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K1 = Decimal(0.15 * TC)
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P = 24
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if cpp_ytd + cpp >= 2564.10:
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PxC = Decimal(2564.10)
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else:
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C = cpp
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PxC = P * C
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if ei_ytd + ei >= 836.19:
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PxEI = Decimal(836.19)
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else:
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EI = ei
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PxEI = P * EI
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K2 = (Decimal(0.15) * PxC) + (Decimal(0.15) * PxEI)
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K3 = 0
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K4_i = Decimal(0.15) * A
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K4_ii = Decimal(0.15 * 1178)
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K4 = min(K4_i, K4_ii)
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T3 = (R * A) - K - K1 - K2 - K3 - K4
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if T3 < 0:
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T3 = 0
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return T3
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def get_fed_tax_payable(fed_tax):
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T3 = fed_tax
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LCF = 0
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T1 = T3 - LCF
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if T1 < 0:
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T1 = 0
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return T1
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def get_prov_tax(taxable_income, cpp, ei, cpp_ytd, ei_ytd):
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table = [(0, 0.10, 0),
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(126625, 0.12, 2533),
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(151950, 0.13, 4052),
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(202600, 0.14, 6078),
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(303900, 0.15, 9117)]
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A = taxable_income
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V = Decimal([row for row in table if row[0] < A][-1][1])
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KP = [row for row in table if row[0] < A][-1][2]
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TCP = 18690
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K1P = Decimal(0.1 * TCP)
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P = 24
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if cpp_ytd + cpp >= 2564.10:
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PxC = Decimal(2564.10)
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else:
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C = cpp
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PxC = P * C
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if ei_ytd + ei >= 836.19:
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PxEI = Decimal(836.19)
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else:
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EI = ei
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PxEI = P * EI
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K2P = (Decimal(0.10) * PxC) + (Decimal(0.10) * PxEI)
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K3P = 0
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T4 = (V * A) - KP - K1P - K2P - K3P
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if T4 < 0:
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T4 = 0
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return T4
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def get_prov_tax_deduction(prov_tax):
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T4 = prov_tax
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V1 = 0
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S = 0
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LCP = 0
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T2 = T4 - V1 - S - LCP
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if T2 < 0:
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T2 = 0
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return T2
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def get_income_tax(fed_tax_payable, prov_tax_deduction):
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T1 = fed_tax_payable
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T2 = prov_tax_deduction
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P = 24
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L = 0
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T = Decimal((T1 + T2) / P) + L
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return T
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def gen_recordsheets(user, payday, manage):
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paydays = get_paydays_todate(payday)
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recordsheets = []
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flat_records = []
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for payday in paydays:
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timesheets = gen_timesheets(user, payday, manage)
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for timesheet in timesheets:
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record = {}
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record['payday'] = payday
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record['management'] = timesheet['management']
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record['reg_pay'] = sum(shift['amount'] for shift in timesheet['shifts'])
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record['vac_pay'] = record['reg_pay'] * Decimal(0.04)
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record['earnings'] = record['reg_pay'] + record['vac_pay']
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record['cpp_ytd'] = sum(r['cpp'] for r in flat_records if r['management'] == timesheet['management'])
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record['cpp'] = get_cpp(record['cpp_ytd'], record['earnings'])
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record['ei_ytd'] = sum(r['ei'] for r in flat_records if r['management'] == timesheet['management'])
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record['ei'] = get_ei(record['ei_ytd'], record['earnings'])
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record['taxable_income'] = get_taxable_income(record['earnings'])
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record['fed_tax'] = get_fed_tax(record['taxable_income'], record['cpp'], record['ei'], record['cpp_ytd'], record['ei_ytd'])
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record['fed_tax_payable'] = get_fed_tax_payable(record['fed_tax'])
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record['prov_tax'] = get_prov_tax(record['taxable_income'], record['cpp'], record['ei'], record['cpp_ytd'], record['ei_ytd'])
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record['prov_tax_deduction'] = get_prov_tax_deduction(record['prov_tax'])
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record['income_tax'] = get_income_tax(record['fed_tax_payable'], record['prov_tax_deduction'])
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record['total_deductions'] = record['income_tax'] + record['cpp'] + record['ei']
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record['net_pay'] = record['earnings'] - record['total_deductions']
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flat_records.append(record)
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flat_records = sorted(flat_records, key=lambda x: x['management'].uuid)
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grouped_records = groupby(flat_records, lambda x: x['management'])
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for management, record in grouped_records:
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recordsheet = {}
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recordsheet['management'] = management
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recordsheet['client'] = management.client
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recordsheet['provider'] = management.provider
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recordsheet['phone_number'] = management.provider.user.userinfo.phone_number
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recordsheet['sin'] = management.provider.sin
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recordsheet['record'] = list(record)
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recordsheets.append(recordsheet)
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return list(recordsheets)
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class ReportView(APIView):
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def get(self, request, *args, **kwargs):
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response = []
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@ -211,9 +426,17 @@ class ReportView(APIView):
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payday = validate_param(qp.get('payday'), serializers.DateField())
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manage = validate_param(qp.get('manage'), serializers.UUIDField(allow_null=True))
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timesheet = get_timesheet(request.user, payday, manage)
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timesheets = gen_timesheets(request.user, payday, manage)
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response = TimeSheetSerializer(timesheet, many=True).data
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response = TimeSheetSerializer(timesheets, many=True).data
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elif report_type == 'record':
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payday = validate_param(qp.get('payday'), serializers.DateField())
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manage = validate_param(qp.get('manage'), serializers.UUIDField(allow_null=True))
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recordsheets = gen_recordsheets(request.user, payday, manage)
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response = RecordSheetSerializer(recordsheets, many=True).data
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return Response(response, status=status.HTTP_200_OK)
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