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gsinghpal
282
fusion_payroll/models/payroll_report_summary.py
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282
fusion_payroll/models/payroll_report_summary.py
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# -*- coding: utf-8 -*-
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"""
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Summary Reports
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===============
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- Payroll Summary
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- Payroll Summary by Employee
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"""
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from collections import defaultdict
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from odoo import api, fields, models, _
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class PayrollReportSummary(models.AbstractModel):
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"""
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Payroll Summary Report
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Per pay date summary with all payroll components.
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"""
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_name = 'payroll.report.summary'
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_inherit = 'payroll.report'
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_description = 'Payroll Summary Report'
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report_name = 'Payroll Summary'
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report_code = 'payroll_summary'
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def _get_columns(self):
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return [
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{'name': _('Pay Date'), 'field': 'pay_date', 'type': 'date', 'sortable': True},
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{'name': _('Name'), 'field': 'name', 'type': 'char', 'sortable': True},
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{'name': _('Hours'), 'field': 'hours', 'type': 'float', 'sortable': True},
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{'name': _('Gross Pay'), 'field': 'gross_pay', 'type': 'monetary', 'sortable': True},
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{'name': _('Pretax Deductions'), 'field': 'pretax_deductions', 'type': 'monetary', 'sortable': False},
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{'name': _('Other Pay'), 'field': 'other_pay', 'type': 'monetary', 'sortable': False},
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{'name': _('Employee Taxes'), 'field': 'employee_taxes', 'type': 'monetary', 'sortable': True},
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{'name': _('Aftertax Deductions'), 'field': 'aftertax_deductions', 'type': 'monetary', 'sortable': False},
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{'name': _('Net Pay'), 'field': 'net_pay', 'type': 'monetary', 'sortable': True},
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{'name': _('Employer Taxes'), 'field': 'employer_taxes', 'type': 'monetary', 'sortable': True},
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{'name': _('Company Contributions'), 'field': 'company_contributions', 'type': 'monetary', 'sortable': False},
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{'name': _('Total Payroll Cost'), 'field': 'total_cost', 'type': 'monetary', 'sortable': True},
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]
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def _get_lines(self, options):
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domain = self._get_domain(options)
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domain.append(('state', 'in', ['done', 'paid']))
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payslips = self.env['hr.payslip'].search(domain, order='date_to desc, employee_id')
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lines = []
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totals = defaultdict(float)
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for slip in payslips:
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if not slip.employee_id:
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continue
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hours = 0
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if hasattr(slip, 'worked_days_line_ids') and slip.worked_days_line_ids:
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hours = sum(slip.worked_days_line_ids.mapped('number_of_hours')) or 0
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employee_taxes = getattr(slip, 'total_employee_deductions', 0) or 0
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employer_taxes = getattr(slip, 'total_employer_cost', 0) or 0
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gross_wage = getattr(slip, 'gross_wage', 0) or 0
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net_wage = getattr(slip, 'net_wage', 0) or 0
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total_cost = gross_wage + employer_taxes
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values = {
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'pay_date': slip.date_to or '',
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'name': slip.employee_id.name or 'Unknown',
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'hours': hours,
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'gross_pay': gross_wage,
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'pretax_deductions': 0,
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'other_pay': 0,
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'employee_taxes': employee_taxes,
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'aftertax_deductions': 0,
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'net_pay': net_wage,
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'employer_taxes': employer_taxes,
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'company_contributions': 0,
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'total_cost': total_cost,
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}
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# Accumulate totals
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for key in ['hours', 'gross_pay', 'employee_taxes', 'net_pay', 'employer_taxes', 'total_cost']:
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totals[key] += values[key]
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lines.append({
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'id': f'summary_{slip.id}',
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'name': slip.employee_id.name or 'Unknown',
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'values': values,
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'level': 0,
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'model': 'hr.payslip',
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'res_id': slip.id,
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})
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# Total line
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if lines:
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lines.insert(0, {
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'id': 'total',
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'name': _('Total'),
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'values': {
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'pay_date': '',
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'name': _('Total'),
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'hours': totals['hours'],
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'gross_pay': totals['gross_pay'],
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'pretax_deductions': 0,
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'other_pay': 0,
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'employee_taxes': totals['employee_taxes'],
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'aftertax_deductions': 0,
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'net_pay': totals['net_pay'],
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'employer_taxes': totals['employer_taxes'],
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'company_contributions': 0,
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'total_cost': totals['total_cost'],
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},
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'level': -1,
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'class': 'o_payroll_report_total fw-bold bg-light',
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})
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return lines
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class PayrollReportSummaryByEmployee(models.AbstractModel):
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"""
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Payroll Summary by Employee Report
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Pivot-style with employees as columns, pay types as rows.
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"""
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_name = 'payroll.report.summary.by.employee'
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_inherit = 'payroll.report'
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_description = 'Payroll Summary by Employee Report'
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report_name = 'Payroll Summary by Employee'
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report_code = 'payroll_summary_employee'
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def _get_columns(self):
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# Dynamic columns based on employees in date range
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# Base columns first
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return [
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{'name': _('Payroll'), 'field': 'payroll_item', 'type': 'char', 'sortable': False},
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{'name': _('Total'), 'field': 'total', 'type': 'monetary', 'sortable': True},
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# Employee columns will be added dynamically
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]
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def _get_dynamic_columns(self, options):
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"""Get columns including employee names."""
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date_from = options.get('date', {}).get('date_from')
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date_to = options.get('date', {}).get('date_to')
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domain = [
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('state', 'in', ['done', 'paid']),
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('company_id', '=', self.env.company.id),
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]
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if date_from:
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domain.append(('date_from', '>=', date_from))
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if date_to:
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domain.append(('date_to', '<=', date_to))
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payslips = self.env['hr.payslip'].search(domain)
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employees = payslips.mapped('employee_id')
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columns = [
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{'name': _('Payroll'), 'field': 'payroll_item', 'type': 'char', 'sortable': False},
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{'name': _('Total'), 'field': 'total', 'type': 'monetary', 'sortable': True},
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]
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for emp in employees.sorted('name'):
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columns.append({
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'name': emp.name,
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'field': f'emp_{emp.id}',
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'type': 'monetary',
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'sortable': True,
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})
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return columns, employees
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def _get_lines(self, options):
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date_from = options.get('date', {}).get('date_from')
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date_to = options.get('date', {}).get('date_to')
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domain = [
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('state', 'in', ['done', 'paid']),
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('company_id', '=', self.env.company.id),
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]
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if date_from:
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domain.append(('date_from', '>=', date_from))
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if date_to:
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domain.append(('date_to', '<=', date_to))
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payslips = self.env['hr.payslip'].search(domain)
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employees = payslips.mapped('employee_id').sorted('name')
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# Initialize data structure
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rows = {
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'hours': {'name': _('Hours'), 'is_header': True, 'totals': defaultdict(float)},
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'regular_pay_hrs': {'name': _('Regular Pay'), 'parent': 'hours', 'totals': defaultdict(float)},
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'stat_holiday_hrs': {'name': _('Stat Holiday Pay'), 'parent': 'hours', 'totals': defaultdict(float)},
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'gross_pay': {'name': _('Gross Pay'), 'is_header': True, 'totals': defaultdict(float)},
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'regular_pay': {'name': _('Regular Pay'), 'parent': 'gross_pay', 'totals': defaultdict(float)},
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'stat_holiday_pay': {'name': _('Stat Holiday Pay'), 'parent': 'gross_pay', 'totals': defaultdict(float)},
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'vacation_pay': {'name': _('Vacation Pay'), 'parent': 'gross_pay', 'totals': defaultdict(float)},
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'adjusted_gross': {'name': _('Adjusted Gross'), 'is_subtotal': True, 'totals': defaultdict(float)},
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'employee_taxes': {'name': _('Employee Taxes & Deductions'), 'is_header': True, 'totals': defaultdict(float)},
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'income_tax': {'name': _('Income Tax'), 'parent': 'employee_taxes', 'totals': defaultdict(float)},
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'ei': {'name': _('Employment Insurance'), 'parent': 'employee_taxes', 'totals': defaultdict(float)},
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'cpp': {'name': _('Canada Pension Plan'), 'parent': 'employee_taxes', 'totals': defaultdict(float)},
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'net_pay': {'name': _('Net Pay'), 'is_header': True, 'totals': defaultdict(float)},
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'employer_taxes': {'name': _('Employer Taxes & Contributions'), 'is_header': True, 'totals': defaultdict(float)},
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'ei_employer': {'name': _('Employment Insurance Employer'), 'parent': 'employer_taxes', 'totals': defaultdict(float)},
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'cpp_employer': {'name': _('Canada Pension Plan Employer'), 'parent': 'employer_taxes', 'totals': defaultdict(float)},
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'total_cost': {'name': _('Total Payroll Cost'), 'is_total': True, 'totals': defaultdict(float)},
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}
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# Aggregate data by employee
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for slip in payslips:
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if not slip.employee_id:
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continue
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emp_key = f'emp_{slip.employee_id.id}'
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# Hours
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hours = 0
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if hasattr(slip, 'worked_days_line_ids') and slip.worked_days_line_ids:
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hours = sum(slip.worked_days_line_ids.mapped('number_of_hours')) or 0
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rows['hours']['totals'][emp_key] += hours
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rows['regular_pay_hrs']['totals'][emp_key] += hours
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# Gross
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gross_wage = getattr(slip, 'gross_wage', 0) or 0
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rows['gross_pay']['totals'][emp_key] += gross_wage
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rows['regular_pay']['totals'][emp_key] += gross_wage
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rows['adjusted_gross']['totals'][emp_key] += gross_wage
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# Employee taxes
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rows['employee_taxes']['totals'][emp_key] += getattr(slip, 'total_employee_deductions', 0) or 0
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rows['income_tax']['totals'][emp_key] += getattr(slip, 'employee_income_tax', 0) or 0
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rows['ei']['totals'][emp_key] += getattr(slip, 'employee_ei', 0) or 0
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rows['cpp']['totals'][emp_key] += getattr(slip, 'employee_cpp', 0) or 0
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# Net
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rows['net_pay']['totals'][emp_key] += getattr(slip, 'net_wage', 0) or 0
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# Employer
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total_employer_cost = getattr(slip, 'total_employer_cost', 0) or 0
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rows['employer_taxes']['totals'][emp_key] += total_employer_cost
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rows['ei_employer']['totals'][emp_key] += getattr(slip, 'employer_ei', 0) or 0
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rows['cpp_employer']['totals'][emp_key] += getattr(slip, 'employer_cpp', 0) or 0
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# Total cost
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rows['total_cost']['totals'][emp_key] += gross_wage + total_employer_cost
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# Build lines
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lines = []
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for row_key, row_data in rows.items():
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values = {'payroll_item': row_data['name']}
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# Calculate total
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total = sum(row_data['totals'].values())
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values['total'] = total
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# Add employee columns
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for emp in employees:
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emp_field = f'emp_{emp.id}'
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values[emp_field] = row_data['totals'].get(emp_field, 0)
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level = 0
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css_class = ''
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if row_data.get('is_header'):
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level = -1
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css_class = 'fw-bold'
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elif row_data.get('parent'):
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level = 1
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values['payroll_item'] = f" {row_data['name']}"
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elif row_data.get('is_subtotal'):
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css_class = 'fw-bold'
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elif row_data.get('is_total'):
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level = -1
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css_class = 'fw-bold bg-primary text-white'
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lines.append({
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'id': row_key,
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'name': row_data['name'],
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'values': values,
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'level': level,
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'class': css_class,
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})
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return lines
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