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Análisis del submódulo de Asistencia, Vacaciones y Rendimiento de gastos #780

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merged 13 commits into from
Aug 29, 2023

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fproldan
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* refactor: Employee Leave Balance Report

- incorrect opening balance on boundary allocation dates

- carry forwarded leaves accounted in leaves allocated column, should be part of opening balance

- leaves allocated column also adds expired leave allocations causing negative balances, should only consider non-expiry records

(cherry picked from commit 538b64b)

* fix: expired leaves not calculated properly because of newly created expiry ledger entries

(cherry picked from commit 1ea749c)

* refactor: Leaves Taken calculation

- fix issue where Leaves Taken also adds leaves expiring on boundary date as leaves taken, causing ambiguity

- remove unnecessary `skip_expiry_leaves` function

- `get_allocation_expiry` considering cancelled entries too

(cherry picked from commit 26b40e7)

* refactor: balance in Balance Summary report near allocation expiry date

- Leave Balance shows minimum leaves remaining after comparing with remaining days for allocation expiry causing ambiguity

- refactor remaining leaves calculation to return both, actual leave balance and balance for consumption

- show actual balance in leave application, use balance for consumption only in validations

(cherry picked from commit 55ac851)

* fix: sort imports, sider issues

(cherry picked from commit b5c686a)

* fix: show actual balance instead of consumption balance in opening balance

- not changing opening balance based on remaining days

(cherry picked from commit dbfa463)

* test: employee leave balance report

- fix expired leaves calculation when filters span across 2 different allocation periods

(cherry picked from commit c050ce4)

* chore: remove unused imports, sort imports, fix sider

(cherry picked from commit c7d5949)

* test: Employee Leave Balance Summary

(cherry picked from commit 88141d6)

* fix: leave application dashboard

- total leaves allocated considering cancelled leaves

- optional plural for leave category labels

- show dashboard only once from date is set, else it fetches all allocations till date and generates incorrect balance

- change pending leaves to 'Leaves Pending Approval' for better context

- update labels in Salary Slip Leave Details table

(cherry picked from commit 942511c)

* fix: earned leave policy assignment test

(cherry picked from commit aaa1ae9)

* test: fix test `test_leave_balance_near_allocaton_expiry`

(cherry picked from commit a58dfec)

* test: get leave details for leave application dashboard

(cherry picked from commit 3f3b176)

* fix: add type hints for employee leave balance report

(cherry picked from commit 430bf00)

* feat: split ledger entries for applications created across allocations

- fix: ledger entry for expiring cf leaves not considering holidays

(cherry picked from commit c0f1e26)

* fix: clearer validation/warning messages for insufficient balance in leave application

(cherry picked from commit a504ffc)

* test: leave application validations

(cherry picked from commit 6755d6e)

* fix: boundary determination for separate ledger entries

(cherry picked from commit 7023915)

* test: separate leave ledger entries for leave applications across allocations

(cherry picked from commit 97b7b50)

* chore: linter issue

(cherry picked from commit 921d6b2)

---------

Co-authored-by: Rucha Mahabal <[email protected]>
@ValentinaPruvost ValentinaPruvost merged commit b4ec901 into diamoerp-develop Aug 29, 2023
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This comment was marked as resolved.

@ValentinaPruvost ValentinaPruvost deleted the issue_560 branch August 29, 2023 13:11
fproldan added a commit that referenced this pull request Aug 29, 2023
…tos (#780)

* trans: translations

* feat: dominio HR Asistencia, Vacaciones y Rendimiento de Gastos

* feat: desocultamiento

* feat: solicitud de viaje

* trans: leave application

* trans;

* trans

* fix: Earned Leave allocation from Leave Policy Assignment

* trans

* trans

* trans

* trans

* Issue 560 refactor employee leave balance (#787)

* refactor: Employee Leave Balance Report

- incorrect opening balance on boundary allocation dates

- carry forwarded leaves accounted in leaves allocated column, should be part of opening balance

- leaves allocated column also adds expired leave allocations causing negative balances, should only consider non-expiry records

(cherry picked from commit 538b64b)

* fix: expired leaves not calculated properly because of newly created expiry ledger entries

(cherry picked from commit 1ea749c)

* refactor: Leaves Taken calculation

- fix issue where Leaves Taken also adds leaves expiring on boundary date as leaves taken, causing ambiguity

- remove unnecessary `skip_expiry_leaves` function

- `get_allocation_expiry` considering cancelled entries too

(cherry picked from commit 26b40e7)

* refactor: balance in Balance Summary report near allocation expiry date

- Leave Balance shows minimum leaves remaining after comparing with remaining days for allocation expiry causing ambiguity

- refactor remaining leaves calculation to return both, actual leave balance and balance for consumption

- show actual balance in leave application, use balance for consumption only in validations

(cherry picked from commit 55ac851)

* fix: sort imports, sider issues

(cherry picked from commit b5c686a)

* fix: show actual balance instead of consumption balance in opening balance

- not changing opening balance based on remaining days

(cherry picked from commit dbfa463)

* test: employee leave balance report

- fix expired leaves calculation when filters span across 2 different allocation periods

(cherry picked from commit c050ce4)

* chore: remove unused imports, sort imports, fix sider

(cherry picked from commit c7d5949)

* test: Employee Leave Balance Summary

(cherry picked from commit 88141d6)

* fix: leave application dashboard

- total leaves allocated considering cancelled leaves

- optional plural for leave category labels

- show dashboard only once from date is set, else it fetches all allocations till date and generates incorrect balance

- change pending leaves to 'Leaves Pending Approval' for better context

- update labels in Salary Slip Leave Details table

(cherry picked from commit 942511c)

* fix: earned leave policy assignment test

(cherry picked from commit aaa1ae9)

* test: fix test `test_leave_balance_near_allocaton_expiry`

(cherry picked from commit a58dfec)

* test: get leave details for leave application dashboard

(cherry picked from commit 3f3b176)

* fix: add type hints for employee leave balance report

(cherry picked from commit 430bf00)

* feat: split ledger entries for applications created across allocations

- fix: ledger entry for expiring cf leaves not considering holidays

(cherry picked from commit c0f1e26)

* fix: clearer validation/warning messages for insufficient balance in leave application

(cherry picked from commit a504ffc)

* test: leave application validations

(cherry picked from commit 6755d6e)

* fix: boundary determination for separate ledger entries

(cherry picked from commit 7023915)

* test: separate leave ledger entries for leave applications across allocations

(cherry picked from commit 97b7b50)

* chore: linter issue

(cherry picked from commit 921d6b2)

---------

Co-authored-by: Rucha Mahabal <[email protected]>

---------

Co-authored-by: Rucha Mahabal <[email protected]>
@ValentinaPruvost
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@fproldan acá faltaría el PR a staging

@fproldan
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@ValentinaPruvost lo habia hecho pero lo linkie mal #788

ValentinaPruvost pushed a commit that referenced this pull request Aug 29, 2023
…tos (#780) (#788)

* trans: translations

* feat: dominio HR Asistencia, Vacaciones y Rendimiento de Gastos

* feat: desocultamiento

* feat: solicitud de viaje

* trans: leave application

* trans;

* trans

* fix: Earned Leave allocation from Leave Policy Assignment

* trans

* trans

* trans

* trans

* Issue 560 refactor employee leave balance (#787)

* refactor: Employee Leave Balance Report

- incorrect opening balance on boundary allocation dates

- carry forwarded leaves accounted in leaves allocated column, should be part of opening balance

- leaves allocated column also adds expired leave allocations causing negative balances, should only consider non-expiry records

(cherry picked from commit 538b64b)

* fix: expired leaves not calculated properly because of newly created expiry ledger entries

(cherry picked from commit 1ea749c)

* refactor: Leaves Taken calculation

- fix issue where Leaves Taken also adds leaves expiring on boundary date as leaves taken, causing ambiguity

- remove unnecessary `skip_expiry_leaves` function

- `get_allocation_expiry` considering cancelled entries too

(cherry picked from commit 26b40e7)

* refactor: balance in Balance Summary report near allocation expiry date

- Leave Balance shows minimum leaves remaining after comparing with remaining days for allocation expiry causing ambiguity

- refactor remaining leaves calculation to return both, actual leave balance and balance for consumption

- show actual balance in leave application, use balance for consumption only in validations

(cherry picked from commit 55ac851)

* fix: sort imports, sider issues

(cherry picked from commit b5c686a)

* fix: show actual balance instead of consumption balance in opening balance

- not changing opening balance based on remaining days

(cherry picked from commit dbfa463)

* test: employee leave balance report

- fix expired leaves calculation when filters span across 2 different allocation periods

(cherry picked from commit c050ce4)

* chore: remove unused imports, sort imports, fix sider

(cherry picked from commit c7d5949)

* test: Employee Leave Balance Summary

(cherry picked from commit 88141d6)

* fix: leave application dashboard

- total leaves allocated considering cancelled leaves

- optional plural for leave category labels

- show dashboard only once from date is set, else it fetches all allocations till date and generates incorrect balance

- change pending leaves to 'Leaves Pending Approval' for better context

- update labels in Salary Slip Leave Details table

(cherry picked from commit 942511c)

* fix: earned leave policy assignment test

(cherry picked from commit aaa1ae9)

* test: fix test `test_leave_balance_near_allocaton_expiry`

(cherry picked from commit a58dfec)

* test: get leave details for leave application dashboard

(cherry picked from commit 3f3b176)

* fix: add type hints for employee leave balance report

(cherry picked from commit 430bf00)

* feat: split ledger entries for applications created across allocations

- fix: ledger entry for expiring cf leaves not considering holidays

(cherry picked from commit c0f1e26)

* fix: clearer validation/warning messages for insufficient balance in leave application

(cherry picked from commit a504ffc)

* test: leave application validations

(cherry picked from commit 6755d6e)

* fix: boundary determination for separate ledger entries

(cherry picked from commit 7023915)

* test: separate leave ledger entries for leave applications across allocations

(cherry picked from commit 97b7b50)

* chore: linter issue

(cherry picked from commit 921d6b2)

---------



---------

Co-authored-by: Rucha Mahabal <[email protected]>
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2 participants