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report and pro validation if stat updated

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root 2022-10-03 22:39:06 +05:30
parent 51024ef211
commit 88656c33e8
2 changed files with 168 additions and 5 deletions
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2
cor_custom/models/project.py
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@ -465,7 +465,7 @@ class InheritProjectProductEmployeeMap(models.Model):
# self.end_date = self.start_date + relativedelta.relativedelta(months=1) - relativedelta.relativedelta(days=1)
if self.start_date and self.end_date and (self.start_date > self.end_date):
raise AccessError('End date could not be greater than start date')
if self.project_id:
if self.project_id and self.project_id.date_start:
if self.start_date and not self.project_id.date_start <= self.start_date <= self.project_id.date:
raise AccessError(_('Allocation Start date must be between %s to %s') % (
self.project_id.date_start.strftime('%d-%b-%Y'), self.project_id.date.strftime('%d-%b-%Y')))

171
project_report/report/project_revenue_custom_report3.py
View File

@ -168,7 +168,8 @@ data1 as (
0.0 AS profit_per
FROM pro_data
left join account_analytic_line AAL on AAL.project_id=pro_data.pproject_id
where pro_data.pricing_type = 'fixed_rate' and COALESCE(pro_data.is_sub_project, FALSE) = False
where pro_data.pricing_type = 'fixed_rate' AND AAL.sub_project is null
--and COALESCE(pro_data.is_sub_project, FALSE) = False
group by
pro_data.pproject_id,
pro_data.project_active,
@ -182,6 +183,52 @@ data1 as (
AAL.id,
AAL.start_datetime
),
sub_data1 as (
SELECT
TO_CHAR(start_datetime, 'YYYY-MM-01')::date as start_date,
(date_trunc('month', end_datetime) + interval '1 month' - interval '1 day')::date as end_date,
sub_pro_data.parent_project as project_id,
sub_pro_data.project_active,
sub_pro_data.project_type,
sub_pro_data.pricing_type,
sub_pro_data.parent_project,
AAL.sub_project,
null::char as role,
sub_pro_data.tag_name,
sub_pro_data.partner_id,
AAL.employee_id,
AAL.id as timesheet_id,
AAL.start_datetime as timesheet_sdatetime,
0 as overall_budgeted_revenue,
0 as budgeted_revenue,
0 as budgeted_hours,
0 as overall_hourly_rate,
sum(AAL.unit_amount) as unit_amount,
0 AS pro_hourly_rate,
((sum(AAL.amount) * -1)/NULLIF(sum(AAL.unit_amount), 0)) as timesheet_cost,
0.0 AS actual_revenue,
(sum(AAL.amount) * -1) as actual_cost,
0.0 AS expenses_amt,
(0.0 - (sum(AAL.amount) * -1)) AS profit_amt,
0.0 AS profit_per
FROM sub_pro_data
left join account_analytic_line AAL on AAL.sub_project=sub_pro_data.sub_project
where sub_pro_data.pricing_type = 'fixed_rate'
AND AAL.sub_project is not null
--and COALESCE(pro_data.is_sub_project, FALSE) = False
group by
sub_pro_data.parent_project,
sub_pro_data.project_active,
sub_pro_data.project_type,
sub_pro_data.pricing_type,
sub_pro_data.parent_project,
AAL.sub_project,
sub_pro_data.tag_name,
sub_pro_data.partner_id,
AAL.employee_id,
AAL.id,
AAL.start_datetime
),
data2 as (
SELECT
coalesce(min(pro_data.pro_sdate), min(AAL.start_datetime::date)) as start_date,
@ -255,7 +302,8 @@ SELECT
((AAL.unit_amount * pro_data.pro_hourly_rate) - (AAL.amount * -1))/NULLIF((AAL.unit_amount * pro_data.pro_hourly_rate),0) AS profit_per
FROM pro_data
left join account_analytic_line AAL on AAL.project_id=pro_data.pproject_id
WHERE pro_data.pricing_type='employee_rate' and pro_data.project_type='hours_no_limit'
WHERE pro_data.pricing_type='employee_rate' and pro_data.project_type='hours_no_limit'
AND AAL.sub_project is null
--and COALESCE(pro_data.is_sub_project, FALSE) = False
group by
pro_data.pro_sdate,
@ -320,6 +368,58 @@ data2_sub_project as (
sub_pro_data.budgeted_revenue,
sub_pro_data.budgeted_hours,
sub_pro_data.expenses_amt
UNION
SELECT
TO_CHAR(start_datetime, 'YYYY-MM-01')::date as start_date,
(date_trunc('month', end_datetime) + interval '1 month' - interval '1 day')::date as end_date,
sub_pro_data.pproject_id as project_id,
sub_pro_data.project_active,
sub_pro_data.project_type,
sub_pro_data.pricing_type,
sub_pro_data.parent_project,
AAL.sub_project,
null::char as role,
sub_pro_data.tag_name,
sub_pro_data.partner_id,
AAL.employee_id,
AAL.id as timesheet_id,
AAL.start_datetime as timesheet_sdatetime,
0 as overall_budgeted_revenue,
0 as budgeted_revenue,
0 as budgeted_hours,
0 as overall_hourly_rate,
AAL.unit_amount as unit_amount,
sub_pro_data.pro_hourly_rate as pro_hourly_rate,
((AAL.amount * -1)/NULLIF(AAL.unit_amount, 0)) as timesheet_cost,
(AAL.unit_amount * sub_pro_data.pro_hourly_rate) AS actual_revenue,
(AAL.amount * -1) as actual_cost,
0 AS expenses_amt,
((AAL.unit_amount * sub_pro_data.pro_hourly_rate) - (AAL.amount * -1)) AS profit_amt,
((AAL.unit_amount * sub_pro_data.pro_hourly_rate) - (AAL.amount * -1))/NULLIF((AAL.unit_amount * sub_pro_data.pro_hourly_rate),0) AS profit_per
FROM sub_pro_data
left join account_analytic_line AAL on AAL.sub_project=sub_pro_data.sub_project
WHERE sub_pro_data.pricing_type='employee_rate' and sub_pro_data.project_type='hours_no_limit'
AND AAL.sub_project is not null
--and COALESCE(pro_data.is_sub_project, FALSE) = False
group by
sub_pro_data.pro_sdate,
sub_pro_data.pro_edate,
sub_pro_data.pproject_id,
sub_pro_data.project_active,
sub_pro_data.project_type,
sub_pro_data.pricing_type,
sub_pro_data.parent_project,
AAL.sub_project,
sub_pro_data.tag_name,
sub_pro_data.partner_id,
AAL.employee_id,
AAL.id,
AAL.start_datetime,
sub_pro_data.pro_hourly_rate,
AAL.unit_amount,
AAL.amount,
sub_pro_data.budgeted_hours,
sub_pro_data.expenses_amt
),
data3 as (
SELECT
@ -395,7 +495,8 @@ SELECT
left join pro_data on pro_data.pproject_id = drange_data2.project_id
left join cons_data1 on cons_data1.project_id=drange_data2.project_id and cons_data1.employee_id=drange_data2.employee_id
and drange_data2.start_date >= cons_data1.start_date and drange_data2.end_date <= cons_data1.end_date
where pro_data.pricing_type='employee_rate' and pro_data.project_type='hours_in_consultant' and COALESCE(pro_data.is_sub_project, FALSE) = False
where pro_data.pricing_type='employee_rate' and pro_data.project_type='hours_in_consultant'
and COALESCE(pro_data.is_sub_project, FALSE) = False
group by
drange_data2.start_date,
drange_data2.end_date,
@ -452,7 +553,8 @@ SELECT
and AAL.end_datetime --at time zone 'utc' at time zone (select tz from res_partner where id=3)
<= cons_data1.end_date::date + '23:59:59'::time AT TIME ZONE 'UTC'
where pro_data.pricing_type='employee_rate' and pro_data.project_type='hours_in_consultant'
--and COALESCE(pro_data.is_sub_project, FALSE) = False
AND AAL.sub_project is null
--AND COALESCE(pro_data.is_sub_project, FALSE) = False
group by
pro_data.pproject_id,
AAL.employee_id,
@ -570,6 +672,67 @@ SELECT
sub_pro_data.tag_name,
sub_pro_data.pricing_type,
sub_pro_data.partner_id
UNION
SELECT
TO_CHAR(start_datetime, 'YYYY-MM-01')::date as start_date,
(date_trunc('month', end_datetime) + interval '1 month' - interval '1 day')::date as end_date,
sub_pro_data.pproject_id as project_id,
sub_pro_data.project_active,
sub_pro_data.project_type,
sub_pro_data.pricing_type,
sub_pro_data.parent_project,
sub_pro_data.sub_project,
cons_data1.role,
sub_pro_data.tag_name,
sub_pro_data.partner_id,
AAL.employee_id,
AAL.id as timesheet_id,
AAL.start_datetime as timesheet_sdatetime,
0 as overall_budgeted_revenue,
0 as budgeted_revenue,
0 as budgeted_hours,
0 as overall_hourly_rate,
AAL.unit_amount as unit_amount,
COALESCE(cons_data1.cons_hourly_cost, 0) as pro_hourly_rate,
case when cons_data1.cons_timesheet_cost is null then ((AAL.amount * -1)/NULLIF(AAL.unit_amount, 0)) else cons_data1.cons_timesheet_cost
end as timesheet_cost,
--coalesce(((AAL.amount * -1)/NULLIF(AAL.unit_amount, 0)), cons_data1.cons_timesheet_cost) as timesheet_cost,
(AAL.unit_amount * COALESCE(cons_data1.cons_hourly_cost, 0)) as actual_revenue,
case when cons_data1.cons_timesheet_cost is null then (AAL.amount * -1) else (AAL.unit_amount * cons_data1.cons_timesheet_cost)
end as actual_cost,
0 as expenses_amt,
(AAL.unit_amount * COALESCE(cons_data1.cons_hourly_cost, 0)) - case when cons_data1.cons_timesheet_cost is null
then (AAL.amount * -1) else (AAL.unit_amount * cons_data1.cons_timesheet_cost) end as profit_amt,
(((AAL.unit_amount * COALESCE(cons_data1.cons_hourly_cost, 0)) - case when cons_data1.cons_timesheet_cost is null then (AAL.amount * -1)
else (AAL.unit_amount * cons_data1.cons_timesheet_cost) end) / NULLIF((AAL.unit_amount * COALESCE(cons_data1.cons_hourly_cost, 0)), 0)) * 100 as profit_per
FROM sub_pro_data
left join account_analytic_line AAL on AAL.sub_project=sub_pro_data.sub_project
left join cons_data1 on cons_data1.project_id=AAL.sub_project and cons_data1.employee_id=AAL.employee_id
--and (AAL.start_datetime, AAL.end_datetime) OVERLAPS (cons_data1.start_date::date, cons_data1.end_date::date)
and AAL.start_datetime --at time zone 'utc' at time zone (select tz from res_partner where id=3)
>= cons_data1.start_date::date + '00:00:00'::time AT TIME ZONE 'UTC'
and AAL.end_datetime --at time zone 'utc' at time zone (select tz from res_partner where id=3)
<= cons_data1.end_date::date + '23:59:59'::time AT TIME ZONE 'UTC'
where sub_pro_data.pricing_type='employee_rate' and sub_pro_data.project_type='hours_in_consultant'
AND AAL.sub_project is not null
--AND sub_pro_data.is_sub_project = True
group by
sub_pro_data.pproject_id,
AAL.employee_id,
AAL.id,
AAL.start_datetime,
sub_pro_data.project_active,
sub_pro_data.project_type,
sub_pro_data.parent_project,
sub_pro_data.sub_project,
cons_data1.role,
sub_pro_data.tag_name,
sub_pro_data.pricing_type,
sub_pro_data.partner_id,
AAL.unit_amount,
AAL.amount,
cons_data1.cons_timesheet_cost,
cons_data1.cons_hourly_cost
),
invoice_data as (SELECT
invoice_date.date as start_date,