Merge pull request #2754 from frappe/version-14-hotfix

chore: release v14

Author: asmitahase

.github/workflows/ci.yml

@@ -124,7 +124,7 @@ jobs:
           CAPTURE_COVERAGE: ${{ github.event_name != 'pull_request' }}
 
       - name: Upload coverage data
-        uses: actions/upload-artifact@v3
+        uses: actions/upload-artifact@v4
         if: github.event_name != 'pull_request'
         with:
           name: coverage-${{ matrix.container }}
@@ -140,7 +140,7 @@ jobs:
         uses: actions/checkout@v2
 
       - name: Download artifacts
-        uses: actions/download-artifact@v3
+        uses: actions/download-artifact@v4
 
       - name: Upload coverage data
         uses: codecov/codecov-action@v2

hrms/hr/doctype/attendance/attendance.json

@@ -122,7 +122,8 @@
    "label": "Attendance Date",
    "oldfieldname": "attendance_date",
    "oldfieldtype": "Date",
-   "reqd": 1
+   "reqd": 1,
+   "search_index": 1
   },
   {
    "fetch_from": "employee.company",
@@ -207,7 +208,7 @@
  "idx": 1,
  "is_submittable": 1,
  "links": [],
- "modified": "2024-04-05 20:55:02.905452",
+ "modified": "2025-01-31 11:45:54.846562",
  "modified_by": "Administrator",
  "module": "HR",
  "name": "Attendance",

hrms/hr/doctype/attendance/attendance.py

@@ -228,42 +228,38 @@ def unlink_attendance_from_checkins(self):
 
 @frappe.whitelist()
 def get_events(start, end, filters=None):
-	from frappe.desk.reportview import get_filters_cond
-
-	events = []
-
 	employee = frappe.db.get_value("Employee", {"user_id": frappe.session.user})
-
 	if not employee:
-		return events
-
-	conditions = get_filters_cond("Attendance", filters, [])
-	add_attendance(events, start, end, conditions=conditions)
-	add_holidays(events, start, end, employee)
-	return events
-
+		return []
+	if isinstance(filters, str):
+		import json
 
-def add_attendance(events, start, end, conditions=None):
-	query = """select name, attendance_date, status, employee_name
-		from `tabAttendance` where
-		attendance_date between %(from_date)s and %(to_date)s
-		and docstatus < 2"""
+		filters = json.loads(filters)
+	if not filters:
+		filters = []
+	filters.append(["attendance_date", "between", [get_datetime(start).date(), get_datetime(end).date()]])
+	attendance_records = add_attendance(filters)
+	add_holidays(attendance_records, start, end, employee)
+	return attendance_records
 
-	if conditions:
-		query += conditions
 
-	for d in frappe.db.sql(query, {"from_date": start, "to_date": end}, as_dict=True):
-		e = {
-			"name": d.name,
-			"doctype": "Attendance",
-			"start": d.attendance_date,
-			"end": d.attendance_date,
-			"title": f"{d.employee_name}: {cstr(d.status)}",
-			"status": d.status,
-			"docstatus": d.docstatus,
-		}
-		if e not in events:
-			events.append(e)
+def add_attendance(filters):
+	attendance = frappe.get_list(
+		"Attendance",
+		fields=[
+			"name",
+			"'Attendance' as doctype",
+			"attendance_date as start",
+			"attendance_date as end",
+			"employee_name",
+			"status",
+			"docstatus",
+		],
+		filters=filters,
+	)
+	for record in attendance:
+		record["title"] = f"{record.employee_name} : {record.status}"
+	return attendance
 
 
 def add_holidays(events, start, end, employee=None):

hrms/hr/doctype/leave_allocation/test_earned_leaves.py

@@ -137,8 +137,14 @@ def test_alloc_based_on_joining_date(self):
 
 		# assignment created on the last day of the current month
 		frappe.flags.current_date = get_last_day(getdate())
-
-		leave_policy_assignments = make_policy_assignment(self.employee, assignment_based_on="Joining Date")
+		"""set end date while making assignment based on Joining date because while start date is fetched from
+		employee master, make_policy_assignment ends up taking current date as end date if not specified which
+		causes the date of assignment to be later than the end date of leave period"""
+		start_date = self.employee.date_of_joining
+		end_date = get_last_day(add_months(self.employee.date_of_joining, 12))
+		leave_policy_assignments = make_policy_assignment(
+			self.employee, assignment_based_on="Joining Date", start_date=start_date, end_date=end_date
+		)
 		leaves_allocated = get_allocated_leaves(leave_policy_assignments[0])
 		effective_from = frappe.db.get_value(
 			"Leave Policy Assignment", leave_policy_assignments[0], "effective_from"
@@ -563,6 +569,7 @@ def make_policy_assignment(
 	rounding=0.5,
 	earned_leave_frequency="Monthly",
 	start_date=None,
+	end_date=None,
 	annual_allocation=12,
 	carry_forward=0,
 	assignment_based_on="Leave Period",
@@ -582,6 +589,8 @@ def make_policy_assignment(
 		"leave_policy": leave_policy.name,
 		"leave_period": leave_period.name,
 		"carry_forward": carry_forward,
+		"effective_from": start_date,
+		"effective_to": end_date,
 	}
 
 	leave_policy_assignments = create_assignment_for_multiple_employees([employee.name], frappe._dict(data))

hrms/hr/doctype/leave_encashment/test_leave_encashment.py

@@ -236,6 +236,7 @@ def get_encashment_created_after_leave_period(self, employee, is_carry_forward):
 			"Salary Structure for Encashment",
 			"Monthly",
 			employee,
+			from_date=start_date,
 			other_details={"leave_encashment_amount_per_day": 50},
 		)
 

hrms/hr/doctype/leave_policy_assignment/leave_policy_assignment.py

@@ -38,6 +38,8 @@ def set_dates(self):
 			)
 		elif self.assignment_based_on == "Joining Date":
 			self.effective_from = frappe.db.get_value("Employee", self.employee, "date_of_joining")
+			if not self.effective_to:
+				self.effective_to = get_last_day(add_months(self.effective_from, 12))
 
 	def validate_policy_assignment_overlap(self):
 		leave_policy_assignments = frappe.get_all(
@@ -132,12 +134,13 @@ def get_new_leaves(self, annual_allocation, leave_details, date_of_joining):
 		from frappe.model.meta import get_field_precision
 
 		precision = get_field_precision(frappe.get_meta("Leave Allocation").get_field("new_leaves_allocated"))
-
+		current_date = getdate(frappe.flags.current_date) or getdate()
 		# Earned Leaves and Compensatory Leaves are allocated by scheduler, initially allocate 0
 		if leave_details.is_compensatory:
 			new_leaves_allocated = 0
+		# if earned leave is being allcated after the effective period, then let them be calculated pro-rata
 
-		elif leave_details.is_earned_leave:
+		elif leave_details.is_earned_leave and current_date < getdate(self.effective_to):
 			new_leaves_allocated = self.get_leaves_for_passed_months(
 				annual_allocation, leave_details, date_of_joining
 			)
@@ -162,7 +165,7 @@ def get_leaves_for_passed_months(self, annual_allocation, leave_details, date_of
 		from hrms.hr.utils import get_monthly_earned_leave
 
 		def _get_current_and_from_date():
-			current_date = frappe.flags.current_date or getdate()
+			current_date = getdate(frappe.flags.current_date) or getdate()
 			if current_date > getdate(self.effective_to):
 				current_date = getdate(self.effective_to)
 

hrms/hr/doctype/leave_policy_assignment/test_leave_policy_assignment.py

@@ -3,7 +3,7 @@
 
 import frappe
 from frappe.tests.utils import FrappeTestCase
-from frappe.utils import add_months, get_first_day, get_year_ending, getdate
+from frappe.utils import add_days, add_months, get_first_day, get_year_ending, get_year_start, getdate
 
 from hrms.hr.doctype.leave_application.test_leave_application import get_employee, get_leave_period
 from hrms.hr.doctype.leave_period.test_leave_period import create_leave_period
@@ -33,6 +33,9 @@ def setUp(self):
 		self.original_doj = employee.date_of_joining
 		self.employee = employee
 
+	def tearDown(self):
+		frappe.db.set_value("Employee", self.employee.name, "date_of_joining", self.original_doj)
+
 	def test_grant_leaves(self):
 		leave_period = get_leave_period()
 		leave_policy = create_leave_policy(annual_allocation=10)
@@ -208,5 +211,58 @@ def test_pro_rated_leave_allocation_for_custom_date_range(self):
 
 		self.assertGreater(new_leaves_allocated, 0)
 
-	def tearDown(self):
-		frappe.db.set_value("Employee", self.employee.name, "date_of_joining", self.original_doj)
+	def test_earned_leave_allocation_if_leave_policy_assignment_submitted_after_period(self):
+		year_start_date = get_year_start(getdate())
+		year_end_date = get_year_ending(getdate())
+		leave_period = create_leave_period(year_start_date, year_end_date)
+
+		# assignment 10 days after the leave period
+		frappe.flags.current_date = add_days(year_end_date, 10)
+		leave_type = create_leave_type(
+			leave_type_name="_Test Earned Leave", is_earned_leave=True, allocate_on_day="Last Day"
+		)
+		annual_earned_leaves = 10
+		leave_policy = create_leave_policy(leave_type=leave_type, annual_allocation=annual_earned_leaves)
+		leave_policy.submit()
+
+		data = {
+			"assignment_based_on": "Leave Period",
+			"leave_policy": leave_policy.name,
+			"leave_period": leave_period.name,
+		}
+		assignment = create_assignment(self.employee.name, frappe._dict(data))
+		assignment.submit()
+
+		earned_leave_allocation = frappe.get_value(
+			"Leave Allocation", {"leave_policy_assignment": assignment.name}, "new_leaves_allocated"
+		)
+		self.assertEqual(earned_leave_allocation, annual_earned_leaves)
+
+	def test_earned_leave_allocation_for_leave_period_spanning_two_years(self):
+		first_year_start_date = get_year_start(getdate())
+		second_year_end_date = get_year_ending(add_months(first_year_start_date, 12))
+		leave_period = create_leave_period(first_year_start_date, second_year_end_date)
+
+		# assignment during mid second year
+		frappe.flags.current_date = add_months(second_year_end_date, -6)
+		leave_type = create_leave_type(
+			leave_type_name="_Test Earned Leave", is_earned_leave=True, allocate_on_day="Last Day"
+		)
+		annual_earned_leaves = 24
+		leave_policy = create_leave_policy(leave_type=leave_type, annual_allocation=annual_earned_leaves)
+		leave_policy.submit()
+
+		data = {
+			"assignment_based_on": "Leave Period",
+			"leave_policy": leave_policy.name,
+			"leave_period": leave_period.name,
+		}
+		assignment = create_assignment(self.employee.name, frappe._dict(data))
+		assignment.submit()
+
+		earned_leave_allocation = frappe.get_value(
+			"Leave Allocation", {"leave_policy_assignment": assignment.name}, "new_leaves_allocated"
+		)
+		# months passed (18) are calculated correctly but total allocation of 36 exceeds 24 hence 24
+		# this upper cap is intentional, without that 36 leaves would be allocated correctly
+		self.assertEqual(earned_leave_allocation, 24)

hrms/payroll/doctype/salary_slip/salary_slip.py

@@ -865,10 +865,14 @@ def compute_income_tax_breakup(self):
 
 		if hasattr(self, "total_structured_tax_amount") and hasattr(self, "current_structured_tax_amount"):
 			self.future_income_tax_deductions = (
-				self.total_structured_tax_amount - self.income_tax_deducted_till_date
+				self.total_structured_tax_amount
+				+ self.get("full_tax_on_additional_earnings", 0)
+				- self.income_tax_deducted_till_date
 			)
 
-			self.current_month_income_tax = self.current_structured_tax_amount
+			self.current_month_income_tax = self.current_structured_tax_amount + self.get(
+				"full_tax_on_additional_earnings", 0
+			)
 
 			# non included current_month_income_tax separately as its already considered
 			# while calculating income_tax_deducted_till_date
@@ -882,7 +886,6 @@ def compute_ctc(self):
 				+ self.current_structured_taxable_earnings_before_exemption
 				+ self.future_structured_taxable_earnings_before_exemption
 				+ self.current_additional_earnings
-				+ self.other_incomes
 				+ self.unclaimed_taxable_benefits
 				+ self.non_taxable_earnings
 			)

hrms/payroll/doctype/salary_slip/test_salary_slip.py

@@ -1270,7 +1270,9 @@ def test_statistical_component_based_on_payment_days(self):
 				precision = entry.precision("amount")
 				break
 
-		self.assertEqual(amount, flt((1000 * ss.payment_days / ss.total_working_days) * 0.5, precision))
+		self.assertEqual(
+			amount, flt(flt((1000 * ss.payment_days / ss.total_working_days), precision) * 0.5, precision)
+		)
 
 	def make_activity_for_employee(self):
 		activity_type = frappe.get_doc("Activity Type", "_Test Activity Type")
@@ -1416,14 +1418,14 @@ def test_income_tax_breakup_fields(self):
 
 		monthly_tax_amount = 11403.6
 
-		self.assertEqual(salary_slip.ctc, 1226000.0)
+		self.assertEqual(salary_slip.ctc, 1216000.0)
 		self.assertEqual(salary_slip.income_from_other_sources, 10000.0)
 		self.assertEqual(salary_slip.non_taxable_earnings, 10000.0)
-		self.assertEqual(salary_slip.total_earnings, 1236000.0)
+		self.assertEqual(salary_slip.total_earnings, 1226000.0)
 		self.assertEqual(salary_slip.standard_tax_exemption_amount, 50000.0)
 		self.assertEqual(salary_slip.tax_exemption_declaration, 100000.0)
 		self.assertEqual(salary_slip.deductions_before_tax_calculation, 2400.0)
-		self.assertEqual(salary_slip.annual_taxable_amount, 1073600.0)
+		self.assertEqual(salary_slip.annual_taxable_amount, 1063600.0)
 		self.assertEqual(flt(salary_slip.income_tax_deducted_till_date, 2), monthly_tax_amount)
 		self.assertEqual(flt(salary_slip.current_month_income_tax, 2), monthly_tax_amount)
 		self.assertEqual(flt(salary_slip.future_income_tax_deductions, 2), 125439.65)