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Report query union added sub project details

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root 2022-09-29 12:26:30 +05:30
parent 89948f78c5
commit e1d2c62256
2 changed files with 212 additions and 16 deletions
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227
project_report/report/project_revenue_custom_report3.py
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@ -73,12 +73,37 @@ with pro_data as (
LEFT JOIN custom_project_tags as tag_master ON tag_master.id = cus_pro_tag.custom_project_tags_id
group by pro.id
),
sub_pro_data as (
SELECT
PRO.parent_project as pproject_id,
PRO.date_start as pro_sdate,
PRO.date as pro_edate,
PRO.active as project_active,
PRO.project_type,
PRO.pricing_type,
PRO.is_sub_project,
PRO.id as sub_project,
(select project_id from project_subproject_rel as par where pro.id=par.id limit 1) as parent_project,
--(select PRO.id from project_subproject_rel as PAR where PRO.id=PAR.project_id limit 1) as parent_project,
STRING_AGG(distinct tag_master.name, ', ') as tag_name,
PRO.partner_id AS partner_id,
PRO.budgeted_revenue as budgeted_revenue,
PRO.budgeted_hours2 as budgeted_hours,
PRO.expenses_amt as expenses_amt,
PRO.hourly_rate AS pro_hourly_rate
FROM project_project PRO
LEFT JOIN custom_project_tags_project_project_rel AS cus_pro_tag ON pro.id = cus_pro_tag.project_project_id
LEFT JOIN custom_project_tags as tag_master ON tag_master.id = cus_pro_tag.custom_project_tags_id
where PRO.is_sub_project=True
group by pro.id
),
cons_data1 as (
SELECT
date_trunc('month', min(PRO_EMP.start_date)) AS min,
date_trunc('month', coalesce(max(PRO_EMP.end_date), current_date AT TIME ZONE 'UTC')) AS max,
PRO_EMP.start_date as start_date,
coalesce(PRO_EMP.end_date, current_date AT TIME ZONE 'UTC') as end_date,
PRO_EMP.end_date as end_date,
--coalesce(PRO_EMP.end_date, current_date AT TIME ZONE 'UTC') as end_date,
PRO_EMP.project_id,
PRO_EMP.employee_id,
PRO_EMP.role,
@ -98,14 +123,6 @@ tsheet_data1 as (
FROM account_analytic_line AAL
group by AAL.project_id, AAL.employee_id
),
drange_data1 as (
SELECT
tsheet_data1.project_id,
tsheet_data1.employee_id,
generate_series(min, max,'1 month'):: date AS start_date,
(generate_series(min, max, '1 month'):: date + '1 month' :: interval - '1 day' :: interval):: date AS end_date
FROM tsheet_data1
),
drange_data2 as (
SELECT
cons_data1.project_id,
@ -259,6 +276,50 @@ SELECT
pro_data.budgeted_hours,
pro_data.expenses_amt
),
data2_sub_project as (
SELECT
min(sub_pro_data.pro_sdate) as start_date,
max(sub_pro_data.pro_edate)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,
sub_pro_data.sub_project,
null::char as role,
sub_pro_data.tag_name,
sub_pro_data.partner_id,
null::int AS employee_id,
null::int As timesheet_id,
null::timestamp as timesheet_sdatetime,
0 as overall_budgeted_revenue,
sub_pro_data.budgeted_revenue,
sub_pro_data.budgeted_hours,
0 as overall_hourly_rate,
0 as unit_amount,
0.0 AS pro_hourly_rate,
0 as timesheet_cost,
0.0 AS actual_revenue,
0 as actual_cost,
sub_pro_data.expenses_amt,
0.0 AS profit_amt,
0.0 AS profit_per
FROM sub_pro_data
WHERE sub_pro_data.pricing_type='employee_rate' and sub_pro_data.project_type='hours_no_limit'
and sub_pro_data.is_sub_project = TRUE
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,
sub_pro_data.sub_project,
sub_pro_data.tag_name,
sub_pro_data.partner_id,
sub_pro_data.budgeted_revenue,
sub_pro_data.budgeted_hours,
sub_pro_data.expenses_amt
),
data3 as (
SELECT
coalesce(min(pro_data.pro_sdate), min(AAL.start_datetime::date)) as start_date,
@ -310,7 +371,6 @@ SELECT
pro_data.project_type,
pro_data.pricing_type,
pro_data.parent_project,
--AAL.sub_project,
null::int as sub_project,
cons_data1.role,
pro_data.tag_name,
@ -383,10 +443,11 @@ SELECT
FROM pro_data
left join account_analytic_line AAL on AAL.project_id=pro_data.pproject_id
left join cons_data1 on cons_data1.project_id=AAL.project_id and cons_data1.employee_id=AAL.employee_id
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'
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 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
@ -407,6 +468,103 @@ SELECT
cons_data1.cons_timesheet_cost,
cons_data1.cons_hourly_cost
),
data3_sub_project as (
SELECT
min(sub_pro_data.pro_sdate) as start_date,
max(sub_pro_data.pro_edate) 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,
sub_pro_data.sub_project,
null::char as role,
sub_pro_data.tag_name,
sub_pro_data.partner_id,
null::int as employee_id,
null::int As timesheet_id,
null::timestamp as timesheet_sdatetime,
sub_pro_data.budgeted_revenue AS overall_budgeted_revenue,
0 as budgeted_revenue,
0 as budgeted_hours,
sub_pro_data.pro_hourly_rate AS overall_hourly_rate,
0.0 as unit_amount,
0.0 as pro_hourly_rate,
0.0 as timesheet_cost,
0.0 as actual_revenue,
0.0 as actual_cost,
sub_pro_data.expenses_amt,
0.0 as profit_amt,
0.0 as profit_per
FROM sub_pro_data
where sub_pro_data.pricing_type='employee_rate' and sub_pro_data.project_type='hours_in_consultant'
and sub_pro_data.is_sub_project = True
group by
sub_pro_data.parent_project,
sub_pro_data.project_active,
sub_pro_data.project_type,
sub_pro_data.parent_project,
sub_pro_data.sub_project,
sub_pro_data.budgeted_revenue,
sub_pro_data.tag_name,
sub_pro_data.pricing_type,
sub_pro_data.partner_id,
sub_pro_data.pro_hourly_rate,
sub_pro_data.expenses_amt
UNION
SELECT
drange_data2.start_date,
drange_data2.end_date,
sub_pro_data.parent_project as project_id,
--drange_data2.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,
drange_data2.employee_id,
null::int As timesheet_id,
null::timestamp as timesheet_sdatetime,
0 as overall_budgeted_revenue,
cons_data1.budgeted_revenue,
cons_data1.budgeted_hours,
0 as overall_hourly_rate,
0 as unit_amount,
0 as pro_hourly_rate,
0 as timesheet_cost,
0 as actual_revenue,
0 as actual_cost,
0 as expenses_amt,
0 as profit_amt,
0 as profit_per
FROM drange_data2
left join sub_pro_data on sub_pro_data.sub_project = 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, drange_data2.end_date) OVERLAPS (cons_data1.start_date, cons_data1.end_date)
--and drange_data2.start_date >= cons_data1.start_date
--and drange_data2.end_date <= cons_data1.end_date
where sub_pro_data.pricing_type='employee_rate' and sub_pro_data.project_type='hours_in_consultant'
and sub_pro_data.is_sub_project = True
group by
drange_data2.start_date,
drange_data2.end_date,
sub_pro_data.parent_project,
drange_data2.employee_id,
sub_pro_data.project_active,
sub_pro_data.project_type,
sub_pro_data.parent_project,
sub_pro_data.sub_project,
cons_data1.role,
cons_data1.budgeted_revenue,
cons_data1.budgeted_hours,
sub_pro_data.tag_name,
sub_pro_data.pricing_type,
sub_pro_data.partner_id
),
invoice_data as (SELECT
invoice_date.date as start_date,
invoice_date.date as end_date,
@ -436,17 +594,54 @@ invoice_data as (SELECT
0.0 AS profit_per
from invoice_date
left join pro_data on pro_data.pproject_id = invoice_date.project_id --and pro_data.employee_id = invoice_date.employee_id
--left join drange_data1 on invoice_date.project_id = drange_data1.project_id and invoice_date.employee_id = drange_data1.employee_id
--and invoice_date.date >= drange_data1.start_date and invoice_date.date <= drange_data1.end_date
where COALESCE(pro_data.is_sub_project, FALSE) = False
),
invoice_data_sub as (SELECT
invoice_date.date as start_date,
invoice_date.date as end_date,
--invoice_date.project_id,
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,
sub_pro_data.sub_project,
null::char as role,
sub_pro_data.tag_name,
sub_pro_data.partner_id,
invoice_date.employee_id,
null::int As timesheet_id,
null::timestamp as timesheet_sdatetime,
0 as overall_budgeted_revenue,
0 as budgeted_revenue,
0 as budgeted_hours,
0 as overall_hourly_rate,
0 as unit_amount,
0 as pro_hourly_rate,
0 as timesheet_cost,
invoice_date.fixed_amount as actual_revenue,
0 as actual_cost,
0.0 AS expenses_amt,
0.0 AS profit_amt,
0.0 AS profit_per
from invoice_date
left join sub_pro_data on sub_pro_data.sub_project = invoice_date.project_id
where sub_pro_data.is_sub_project = True
),
res as (
select * from data1
UNION
select * from data2
UNION
select * from data2_sub_project
UNION
select * from data3
UNION
select * from data3_sub_project
UNION
select * from invoice_data
UNION
select * from invoice_data_sub
)
select
ROW_NUMBER() OVER() as id,

1
project_report/report/project_revenue_custom_report3_views.xml
View File

@ -69,6 +69,7 @@
<field name="arch" type="xml">
<search string="Revenue Analysis">
<field name="project_id"/>
<field name="sub_project"/>
<field name="employee_id"/>
<field name="tag_name"/>
<filter string="Fixed rate" name="fixed" domain="[('pricing_type','=','fixed_rate')]"/>