Class: TimeOffBalance

Inherits:
ApplicationRecord show all
Includes:
Models::Auditable
Defined in:
app/models/time_off_balance.rb

Overview

== Schema Information

Table name: time_off_balances
Database name: primary

id :bigint not null, primary key
amount :decimal(, )
category :enum default("accrual"), not null
date :date
note :text
created_at :datetime not null
updated_at :datetime not null
employee_id :integer
time_off_policy_id(References the policy that influenced the balance) :integer
time_off_request_id :integer
time_off_type_id :integer

Indexes

index_time_off_balances_on_date (date)
index_time_off_balances_on_employee_id (employee_id)
index_time_off_balances_on_time_off_policy_id (time_off_policy_id)
index_time_off_balances_on_time_off_request_id (time_off_request_id)
index_time_off_balances_on_time_off_type_id (time_off_type_id)

Foreign Keys

fk_rails_... (employee_id => parties.id)
fk_rails_... (time_off_request_id => time_off_requests.id)
fk_rails_... (time_off_type_id => time_off_types.id)

Constant Summary

Constants included from Models::Auditable

Models::Auditable::ALWAYS_IGNORED

Constants included from Schedulable

Schedulable::SIMPLE_FORM_OPTIONS

Instance Attribute Summary collapse

Belongs to collapse

Methods included from Models::Auditable

#creator, #updater

Class Method Summary collapse

Methods included from Models::Auditable

#all_skipped_columns, #audit_reference_data, #should_not_save_version, #stamp_record

Methods inherited from ApplicationRecord

ransackable_associations, ransackable_attributes, ransackable_scopes, ransortable_attributes, #to_relation

Methods included from Schedulable

config

Methods included from Models::AfterCommittable

#after_commit

Methods included from Models::EventPublishable

#publish_event

Instance Attribute Details

#amount ⇒ Object (readonly) 



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# File 'app/models/time_off_balance.rb', line 40

validates :amount, :note, :category, presence: true

#category ⇒ Object (readonly) 



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# File 'app/models/time_off_balance.rb', line 40

validates :amount, :note, :category, presence: true

#note ⇒ Object (readonly) 



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# File 'app/models/time_off_balance.rb', line 40

validates :amount, :note, :category, presence: true

Class Method Details

.calculate_accruals(policy, start_date, end_date) ⇒ Object 



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# File 'app/models/time_off_balance.rb', line 81

def self.calculate_accruals(policy, start_date, end_date)
  return 0 unless policy.accrual_rate && start_date && end_date

  # Determine number of periods within the range
  periods = ((end_date - start_date).to_i / (policy.accrual_period == 'weekly' ? 7 : 0)).to_i

  # Calculate total accruals
  periods * policy.accrual_rate
end

.categories_for_select ⇒ Object 



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# File 'app/models/time_off_balance.rb', line 76

def self.categories_for_select
  [['Manual Adjustment', 'manual_adjustment']]
  # categories.keys.map { |key| [key.titleize, key] }
end

.deduct_balance_for_request(request) ⇒ Object 



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# File 'app/models/time_off_balance.rb', line 111

def self.deduct_balance_for_request(request)
  # Deduct balances from the first day of the approved request
  request.time_off_request_dates.each do |request_date|
    create!(
      employee_id: request.employee_id,
      time_off_type_id: request.time_off_type_id,
      time_off_request_id: request.id,
      date: request_date.date,
      amount: -request_date.amount,
      note: "Deduction for time-off request ##{request.id}"
    )
  end
end

.initialize_balance_for_employee(employee) ⇒ Object

Methods for managing balances



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# File 'app/models/time_off_balance.rb', line 57

def self.initialize_balance_for_employee(employee)
  # Assign initial balance for each time-off type based on policy
  employee.time_off_policy_assignments.each do |policy_assignment|
    policy = policy_assignment.time_off_policy
    accrual_start_date = policy_assignment.accrual_start_date

    # Calculate total accruals from the start date until now
    balance_to_date = calculate_accruals(policy, accrual_start_date, Date.current)

    create!(
      employee_id: employee.id,
      time_off_type_id: policy.time_off_type_id,
      date: Date.current,
      amount: balance_to_date,
      note: "Initial balance for #{policy.name}"
    )
  end
end

.perform_biweekly_accruals ⇒ Object 



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# File 'app/models/time_off_balance.rb', line 91

def self.perform_biweekly_accruals
  Employee.includes(:time_off_policy_assignments).find_each do |employee|
    employee.time_off_policy_assignments.each do |policy_assignment|
      policy = policy_assignment.time_off_policy
      next unless policy

      # Accrue for the current biweekly period
      accrual_date = policy.accrues_at_period_start ? Date.current.beginning_of_week(:sunday) : Date.current.end_of_week(:saturday)

      create!(
        employee_id: employee.id,
        time_off_type_id: policy.time_off_type_id,
        date: accrual_date,
        amount: policy.accrual_rate,
        note: "Biweekly accrual for #{policy.name}"
      )
    end
  end
end

Instance Method Details

#employee ⇒ Employee

Returns:

See Also:



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# File 'app/models/time_off_balance.rb', line 36

belongs_to :employee

#time_off_request ⇒ TimeOffRequest

Returns:

See Also:



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# File 'app/models/time_off_balance.rb', line 38

belongs_to :time_off_request, optional: true

#time_off_type ⇒ TimeOffType

Returns:

See Also:



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# File 'app/models/time_off_balance.rb', line 37

belongs_to :time_off_type