Merge pull request #2752 from frappe/mergify/bp/version-15-hotfix/pr-…

…2704

fix: Calculate earned leaves pro-rata if policy assignment is created after the leave period (backport #2704)

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"
@@ -581,6 +587,8 @@ 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_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_assignment = frappe.db.get_value(
@@ -134,12 +136,13 @@ 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
 			)

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)