from decimal import Decimal from django import forms from accounts.models import Branch from .models import ( WEEKDAY_CHOICES, Employee, Holiday, PayrollSetting, Payslip, SalaryAdvance, ) MONEY = {"class": "form-control", "step": "0.01", "min": "0"} def _branch_queryset(company): return Branch.objects.filter(company=company, is_active=True) if company is not None else Branch.objects.none() class EmployeeForm(forms.ModelForm): class Meta: model = Employee fields = [ "branch", "employee_code", "full_name", "designation", "department", "join_date", "status", "left_date", "phone", "email", "national_id", "gender", "date_of_birth", "address", "emergency_contact", "basic_salary", "house_rent", "medical_allowance", "transport_allowance", "other_allowance", "payment_method", "account_details", "notes", ] widgets = { "branch": forms.Select(attrs={"class": "form-control"}), "employee_code": forms.TextInput(attrs={"class": "form-control", "placeholder": "Auto (EMP-0001)"}), "full_name": forms.TextInput(attrs={"class": "form-control"}), "designation": forms.TextInput(attrs={"class": "form-control", "list": "designation-list"}), "department": forms.TextInput(attrs={"class": "form-control", "list": "department-list"}), "join_date": forms.DateInput(attrs={"class": "form-control", "type": "date"}), "status": forms.Select(attrs={"class": "form-control"}), "left_date": forms.DateInput(attrs={"class": "form-control", "type": "date"}), "phone": forms.TextInput(attrs={"class": "form-control"}), "email": forms.EmailInput(attrs={"class": "form-control"}), "national_id": forms.TextInput(attrs={"class": "form-control"}), "gender": forms.Select(attrs={"class": "form-control"}), "date_of_birth": forms.DateInput(attrs={"class": "form-control", "type": "date"}), "address": forms.Textarea(attrs={"class": "form-control", "rows": 2}), "emergency_contact": forms.TextInput(attrs={"class": "form-control"}), "basic_salary": forms.NumberInput(attrs=MONEY), "house_rent": forms.NumberInput(attrs=MONEY), "medical_allowance": forms.NumberInput(attrs=MONEY), "transport_allowance": forms.NumberInput(attrs=MONEY), "other_allowance": forms.NumberInput(attrs=MONEY), "payment_method": forms.Select(attrs={"class": "form-control"}), "account_details": forms.TextInput(attrs={"class": "form-control"}), "notes": forms.Textarea(attrs={"class": "form-control", "rows": 2}), } def __init__(self, *args, company=None, default_branch=None, **kwargs): super().__init__(*args, **kwargs) self.company = company self.fields["branch"].queryset = _branch_queryset(company) self.fields["branch"].empty_label = None if default_branch is not None and not self.instance.pk: self.fields["branch"].initial = default_branch.pk self.fields["employee_code"].required = False self.fields["gender"].choices = [("", "—")] + list(Employee.GENDER_CHOICES) def clean_employee_code(self): code = (self.cleaned_data.get("employee_code") or "").strip() if not code: return "" clash = Employee.objects.filter(company=self.company, employee_code__iexact=code) if self.instance.pk: clash = clash.exclude(pk=self.instance.pk) if clash.exists(): raise forms.ValidationError("This employee code is already used.") return code def clean(self): cleaned = super().clean() join, left, status = cleaned.get("join_date"), cleaned.get("left_date"), cleaned.get("status") if join and left and left < join: self.add_error("left_date", "Leaving date cannot be before the joining date.") if status in (Employee.STATUS_RESIGNED, Employee.STATUS_TERMINATED) and not left: self.add_error("left_date", "Enter the last working day for resigned / terminated staff.") return cleaned class PayslipEditForm(forms.ModelForm): class Meta: model = Payslip fields = ["bonus", "other_deduction", "advance_deduction", "notes"] widgets = { "bonus": forms.NumberInput(attrs=MONEY), "other_deduction": forms.NumberInput(attrs=MONEY), "advance_deduction": forms.NumberInput(attrs=MONEY), "notes": forms.TextInput(attrs={"class": "form-control"}), } def __init__(self, *args, outstanding_advance=Decimal("0"), **kwargs): super().__init__(*args, **kwargs) self.outstanding_advance = outstanding_advance self.fields["advance_deduction"].help_text = f"Outstanding advance: {outstanding_advance:.2f}" def clean(self): cleaned = super().clean() for name in ("bonus", "other_deduction", "advance_deduction"): if cleaned.get(name) is not None and cleaned[name] < 0: self.add_error(name, "Cannot be negative.") adv = cleaned.get("advance_deduction") if adv is not None and adv > self.outstanding_advance: self.add_error("advance_deduction", "More than the employee's outstanding advance.") if not self.errors: inst = self.instance earnings = inst.gross_salary + inst.overtime_amount + (cleaned.get("bonus") or 0) deductions = inst.absence_deduction + (cleaned.get("advance_deduction") or 0) + (cleaned.get("other_deduction") or 0) if deductions > earnings: raise forms.ValidationError("Deductions are more than the earnings - net salary would be negative.") return cleaned class PayForm(forms.Form): paid_date = forms.DateField(widget=forms.DateInput(attrs={"class": "form-control", "type": "date"})) payment_method = forms.ChoiceField( choices=Employee.PAY_METHOD_CHOICES, widget=forms.Select(attrs={"class": "form-select"}), ) reference = forms.CharField( required=False, max_length=100, widget=forms.TextInput(attrs={"class": "form-control", "placeholder": "Txn / cheque no. (optional)"}), ) class AdvanceForm(forms.ModelForm): class Meta: model = SalaryAdvance fields = ["employee", "date", "amount", "monthly_deduction", "reason"] widgets = { "employee": forms.Select(attrs={"class": "form-control"}), "date": forms.DateInput(attrs={"class": "form-control", "type": "date"}), "amount": forms.NumberInput(attrs={**MONEY, "min": "0.01"}), "monthly_deduction": forms.NumberInput(attrs=MONEY), "reason": forms.TextInput(attrs={"class": "form-control"}), } def __init__(self, *args, employees=None, **kwargs): super().__init__(*args, **kwargs) self.fields["employee"].queryset = employees if employees is not None else Employee.objects.none() def clean(self): cleaned = super().clean() amount, monthly = cleaned.get("amount"), cleaned.get("monthly_deduction") if amount is not None and amount <= 0: self.add_error("amount", "Enter an amount greater than zero.") if monthly is not None and amount is not None and monthly > amount: self.add_error("monthly_deduction", "Cannot be more than the advance amount.") return cleaned class HolidayForm(forms.ModelForm): class Meta: model = Holiday fields = ["date", "name", "branch"] widgets = { "date": forms.DateInput(attrs={"class": "form-control", "type": "date"}), "name": forms.TextInput(attrs={"class": "form-control", "placeholder": "e.g. Eid-ul-Fitr"}), "branch": forms.Select(attrs={"class": "form-control"}), } def __init__(self, *args, company=None, **kwargs): super().__init__(*args, **kwargs) self.company = company self.fields["branch"].queryset = _branch_queryset(company) self.fields["branch"].required = False self.fields["branch"].empty_label = "All branches" def clean(self): cleaned = super().clean() date, branch = cleaned.get("date"), cleaned.get("branch") if date: clash = Holiday.objects.filter(company=self.company, date=date) clash = clash.filter(branch=branch.pk) if branch else clash.filter(branch__isnull=True) if clash.exists(): raise forms.ValidationError("A holiday is already set for this date and branch.") return cleaned class PayrollSettingForm(forms.ModelForm): weekly_off = forms.MultipleChoiceField( choices=WEEKDAY_CHOICES, required=False, label="Weekly off days", widget=forms.CheckboxSelectMultiple, ) class Meta: model = PayrollSetting fields = ["work_hours_per_day", "overtime_multiplier", "late_days_per_absence", "unmarked_as_absent"] widgets = { "work_hours_per_day": forms.NumberInput(attrs={"class": "form-control", "step": "0.5", "min": "1", "max": "24"}), "overtime_multiplier": forms.NumberInput(attrs={"class": "form-control", "step": "0.25", "min": "1"}), "late_days_per_absence": forms.NumberInput(attrs={"class": "form-control", "min": "0"}), "unmarked_as_absent": forms.CheckboxInput(attrs={"class": "form-check-input"}), } def __init__(self, *args, **kwargs): super().__init__(*args, **kwargs) self.fields["weekly_off"].initial = [str(d) for d in sorted(self.instance.weekly_off_set)] def save(self, commit=True): obj = super().save(commit=False) obj.weekly_off_days = ",".join(sorted(self.cleaned_data.get("weekly_off", []))) if commit: obj.save() return obj