Documentation: apply_custom_manual_discount Function

Overview

The apply_custom_manual_discount function applies a custom manual discount or markup to items in a child table based on a discount percentage specified in the main form. This function specifically applies the discount only to items belonging to the item groups "Serviced Office" or "Dedicated Desk".

How the Calculation Works

1. Check Discount Percentage
   The function first verifies that the discount percentage (custom_manual_discount_percentage) is set and not null.

2. Filter by Item Group
   The discount logic is applied only if the item belongs to either "Serviced Office" or "Dedicated Desk".

3. Calculate Duration (Months)
   It calculates the number of months between the from_time and to_time fields of the item. This duration is stored in the item as months.

4. Apply Discount or Markup

   • If the discount percentage is positive, it reduces the price rate by that percentage.

   • If the discount percentage is negative, it increases the price rate by the absolute value of that percentage.

   The adjusted rate is then multiplied by the quantity (qty1) of the item to get the final discounted rate.

5. Update Rate Field
   The computed discounted rate is set back into the item’s rate field.

Example Calculation

Suppose we have an item with the following details:

Step 1: Calculate Months

• From 2025-01-01 to 2025-07-01 = 6 months

Step 2: Calculate Discounted Rate

• Discount percentage is 10%, so the price is reduced by 10%.

• Formula:
  [ \text{Discounted Rate} = (\text{pricelistrate} \times (1 - \frac{\text{discount_percentage}}{100})) \times \text{qty1} ]

• Calculation:
  [ = (10,000 \times (1 - \frac{10}{100})) \times 2 = (10,000 \times 0.9) \times 2 = 9,000 \times 2 = 18,000 ]

Final Result:

• The item’s rate field is updated to 18,000.

Example Cases

Case 1: Booking starts on the 1st of the month

Step 1: Date Formatting and Days Calculation

• start_date: "2025-04" (YYYY-MM)

• booked_date: "01" (DD)

• Total days in April 2025 = 30

• Days in first month = 30 - 1 + 1 = 30 days (full month)

Step 2: Calculate Total Months

• totalMonths = months between from_time and to_time + 1 day difference

• From 01-Apr-2025 to 30-Apr-2028 is exactly 36 months (3 years)

• monthsExcludingFirst = 36 - 1 = 35 months

Step 3: Calculations for Parking Item Group

• Adjusted rate = price_list_rate × parkingQty = 1000 × 3 = 3000

• Since booked date is "01":

  • firstMonthValue = adjustedRate = 3000

  • remainingMonthsValue = adjustedRate × monthsExcludingFirst = 3000 × 35 = 105,000

• Total value = 3000 + 105,000 = 108,000

Step 4: Calculations for Non-Parking Item Group

• Since booked date is "01":

  • firstMonthValue = rate = 1000

  • remainingMonthsValue = rate × monthsExcludingFirst = 1000 × 35 = 35,000

• Total value = 1000 + 35,000 = 36,000

Step 5: Pro-Rata Calculation (common for both)

• proRata = (noOfDaysInFirstMonth × (rate × 12) / 365) × qty1

• For parking: rate = adjustedRate = 3000, qty1 = parkingQty = 3

• For non-parking: rate = 1000, qty1 = 1

Calculating pro-rata for non-parking example: - proRata = 30 × (1000 × 12 / 365) × 1 ≈ 30 × 32.88 = 986.3

Step 6: Days Difference

• daysDifference = number of days from 01-Apr-2025 to 30-Apr-2028 inclusive

• daysDifference = 3 years × 365 + leap days ≈ 1096 days

Case 2: Booking starts on a day other than 1st

Step 1: Date Formatting and Days Calculation

• start_date: "2025-04"

• booked_date: "17"

• Total days in April 2025 = 30

• Days in first month = 30 - 17 + 1 = 14 days

Step 2: Calculate Total Months

• totalMonths = months between from_time and to_time + 1 day difference

• From 17-Apr-2025 to 30-Apr-2028 is roughly 36 months (same as case 1)

• monthsExcludingFirst = 36 - 1 = 35 months

Step 3: Calculations for Parking Item Group

• Adjusted rate = price_list_rate × parkingQty = 1000 × 3 = 3000

• Since booked date is not "01":

  • firstMonthValue = ((adjustedRate × 12) / 365) × noOfDaysInFirstMonth
    = ((3000 × 12) / 365) × 14 ≈ (36,000 / 365) × 14 ≈ 98.63 × 14 = 1380.82

  • remainingMonthsValue = price_list_rate × parkingQty × totalMonths = 1000 × 3 × 36 = 108,000

• Total value = 1380.82 + 108,000 = 109,380.82

Step 4: Calculations for Non-Parking Item Group

• Since booked date is not "01":

  • firstMonthValue = ((rate × 12) / 365) × noOfDaysInFirstMonth
    = ((1000 × 12) / 365) × 14 ≈ 32.88 × 14 = 460.32

  • remainingMonthsValue = rate × totalMonths = 1000 × 36 = 36,000

• Total value = 460.32 + 36,000 = 36,460.32

Step 5: Pro-Rata Calculation (common for both)

• proRata = (noOfDaysInFirstMonth × (rate × 12) / 365) × qty1

For non-parking example:
proRata = 14 × (1000 × 12 / 365) × 1 ≈ 460.32

Step 6: Days Difference

• daysDifference = number of days from 17-Apr-2025 to 30-Apr-2028 inclusive

• daysDifference ≈ 1079 days

Summary Table

Html Table-

| (A) Term Value Without Escalation and Without Discount - 630000 | (B) Term value with Esc. Without Discount - 610000 | (C) Term value With Escalation With Discount - 590000 | (A vs C) Total Discount % - 6.35%

If item group is serviced office and custom manula percetage is >0 then In that Item - discount = pricelistrate * (1-manual percentage*100) final amount = discount * qty

item.rate = discount final_amount = item.amount

pricelistrate = 23500 after give 5 % manula discount , monthly rate is 22325 and amount is (22325*1(qty)) = 22325

If Discount(Tier Prompts) = 5 then result = rate - (rate - Discount / 100) rate = result

For Proposal Item Table it fetch the fromtime and totime form Enquiry.

if document have customrentfree h then set the rent_free in child table.

*Proposal Item ***

Html Table (01)

IF ITEM IS FROM SERVICED -

Rate = (( "price_list_rate")) - (((row["Discount"])/100)*float(item.get("price_list_rate"))) * (float(item.get("qty1")))

otherwise - rate = monthly rent

Term Value = rate * months

Term Value Without Without – List Price Value

Term Value With escalation and Without Escalation -

if Item is from serviced office - sum of (amount in payment summary)

otherwise – rate * months

if item is from setup and exit - price_list_rate * workstation_sold

otherwise = amount

Term Value With Escalation and With discount – sum of amount in payment summary for service office

otherwise – item.amount

Fo Other Case (17 to 30 )-

First month value fpr parking = (price_list_rate 12 /365) qty 14

term value = 58075.99 + rate *36

for another item froup -

first month value = (rate 12 /365) 14

term value = first_month_value + rate*36