diff --git a/project_report/report/project_revenue_custom_report3.py b/project_report/report/project_revenue_custom_report3.py
index 0d964ff..769d813 100644
--- a/project_report/report/project_revenue_custom_report3.py
+++ b/project_report/report/project_revenue_custom_report3.py
@@ -10,12 +10,12 @@ class ProjectRevenueCustomReport3(models.Model):
#_order = 'project_id'
_auto = False
- start_date = fields.Datetime(string='Start Date', readonly=True)
- end_date = fields.Datetime(string='End Date', readonly=True)
+ start_date = fields.Date(string='Start Date', readonly=True)
+ end_date = fields.Date(string='End Date', readonly=True)
project_id = fields.Many2one('project.project', string='Project', readonly=True)
parent_project = fields.Many2one('project.project', string='Parent Project', readonly=True)
partner_id = fields.Many2one('res.partner', string='Client', readonly=True)
- #timesheet_id = fields.Integer(string='Timesheet ID', readonly=True)
+ timesheet_id = fields.Integer(string='Timesheet ID', readonly=True)
pricing_type = fields.Selection([
('fixed_rate', 'Fixed rate'),
('employee_rate', 'Consultant rate')
@@ -25,7 +25,7 @@ class ProjectRevenueCustomReport3(models.Model):
('hours_no_limit', 'Total hours are budgeted without division to consultant'),
], string="Project Type", readonly=True)
employee_id = fields.Many2one('hr.employee', string='Consultant', readonly=True)
- timesheet_sdatetime = fields.Datetime(string='Timesheet Start Time', readonly=True)
+ #timesheet_sdatetime = fields.Datetime(string='Timesheet Start Time', readonly=True)
unit_amount = fields.Float('Timesheet Hours', digits=(16, 2))
timesheet_cost = fields.Float('Hourly Cost', digits=(16, 2))
profit_per = fields.Float(string='Profit (%)', digits=(16, 2))
@@ -39,6 +39,10 @@ class ProjectRevenueCustomReport3(models.Model):
overall_budgeted_revenue = fields.Float("Overall Budgeted Rev.", digits=(16, 2), readonly=True, group_operator="sum")
overall_hourly_rate = fields.Float("Overall Hourly Rate", digits=(16, 2), group_operator="sum")
project_active = fields.Boolean('Active')
+ tag_name = fields.Char("Tag Name")
+ role = fields.Selection([('Manager', 'Manager'), ('Employee', 'Employee')], string="Role")
+ is_sub_project = fields.Boolean("Is Sub Project")
+ sub_project = fields.Many2one('project.project', string='Sub Project')
def init(self):
@@ -46,80 +50,98 @@ class ProjectRevenueCustomReport3(models.Model):
tools.drop_view_if_exists(self._cr, self._table)
self._cr.execute("""
CREATE OR REPLACE VIEW %s AS (
-with data1 as (SELECT
+with pro_tsheet as (SELECT
date_trunc('month', min(AAL.start_datetime::date)) AS min,
date_trunc('month', max(AAL.end_datetime::date)) AS max,
AAL.start_datetime::date as t_startdate,
AAL.end_datetime::date as t_enddate,
AAL.project_id as project_id,
PRO.active as project_active,
- (select project_id from project_subproject_rel as PAR where PRO.id=PAR.id limit 1) as parent_project,
+ PRO.project_type,
+ PRO.pricing_type,
+ (select PRO.id from project_subproject_rel as PAR where PRO.id=PAR.project_id limit 1) as parent_project,
+ PRO.is_sub_project,
+ AAL.sub_project as sub_project,
+ STRING_AGG(distinct tag_master.name, ', ') as tag_name,
PRO.partner_id AS partner_id,
- PRO.pricing_type, PRO.project_type, AAL.employee_id,
+ AAL.id as timesheet_id,
+ PRO.expenses_amt,
+ AAL.employee_id,
AAL.unit_amount as unit_amount,
- AAL.amount * -1 as actual_cost,
- (AAL.unit_amount * PRO.hourly_rate) as actual_revenue,
- PRO.expenses_amt
+ AAL.amount * -1 as actual_cost
FROM project_project PRO
LEFT JOIN account_analytic_account AA ON PRO.analytic_account_id = AA.id
LEFT JOIN account_analytic_line AAL ON AAL.account_id = AA.id AND AAL.project_id = PRO.id
- GROUP BY PRO.id, PRO.pricing_type, PRO.project_type, PRO.hourly_rate, PRO.expenses_amt, AAL.project_id, PRO.pricing_type, PRO.project_type,
- AAL.employee_id, AAL.start_datetime::date, AAL.end_datetime::date, AAL.unit_amount, AAL.amount
+ 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
+ LEFT JOIN project_subproject_rel as sub_pro ON sub_pro.project_id = PRO.id
+ GROUP BY PRO.id, PRO.pricing_type, PRO.project_type, AAL.project_id, PRO.pricing_type, PRO.project_type,
+ PRO.is_sub_project, sub_pro.id,
+ AAL.id, AAL.employee_id, AAL.start_datetime::date, AAL.end_datetime::date, AAL.unit_amount, AAL.amount
),
input_data as (SELECT 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,
- project_id, employee_id
- from data1),
-data3 as (
-select PRO_EMP.start_date as cons_start_date, PRO_EMP.end_date as cons_end_date,
- sum(PRO_EMP.price_unit) as price_unit, PRO_EMP.project_id, PRO_EMP.employee_id,
- ((AAL.amount * -1)/NULLIF(AAL.unit_amount, 0)) as timesheet_cost,
- CASE WHEN PRO_EMP.employee_price is null then ((AAL.amount * -1)/NULLIF(AAL.unit_amount, 0)) else (AAL.unit_amount * PRO_EMP.employee_price) end as cons_timesheet_cost,
- CASE WHEN PRO_EMP.employee_price is null then (AAL.amount * -1) else (AAL.unit_amount * PRO_EMP.employee_price) end as cons_actual_cost,
- (AAL.unit_amount * COALESCE(PRO_EMP.price_unit, 0)) AS cons_actual_revenue
- from project_sale_line_employee_map PRO_EMP
- LEFT JOIN account_analytic_line AAL ON AAL.project_id = PRO_EMP.project_id AND AAL.employee_id = PRO_EMP.employee_id
- GROUP BY PRO_EMP.start_date, PRO_EMP.end_date, PRO_EMP.project_id, PRO_EMP.employee_id, PRO_EMP.employee_price, PRO_EMP.price_unit,
- AAL.amount, AAL.unit_amount
-)
-SELECT ROW_NUMBER() OVER() as id, start_date, end_date,
-input_data.project_id, data1.project_active, data1.parent_project, data1.partner_id, input_data.employee_id,
-data1.pricing_type, data1.project_type, 0 as overall_budgeted_revenue,
-0 as budgeted_revenue, 0 as budgeted_hours, 0 as pro_hourly_rate, 0 as overall_hourly_rate,
-data1.unit_amount,
-CASE WHEN data1.pricing_type = 'fixed_rate' THEN data3.timesheet_cost
- WHEN data1.pricing_type = 'employee_rate' and data1.project_type='hours_no_limit' THEN data3.timesheet_cost
- WHEN data1.pricing_type = 'employee_rate' and data1.project_type='hours_in_consultant' THEN data3.cons_timesheet_cost
-END as timesheet_cost,
-CASE WHEN data1.pricing_type = 'fixed_rate' THEN data1.actual_cost
- WHEN data1.pricing_type = 'employee_rate' and data1.project_type='hours_no_limit' THEN data1.actual_cost
- WHEN data1.pricing_type = 'employee_rate' and data1.project_type='hours_in_consultant' THEN data3.cons_actual_cost
-END as actual_cost,
-CASE WHEN data1.pricing_type = 'fixed_rate' THEN 0
- WHEN data1.pricing_type = 'employee_rate' and data1.project_type='hours_no_limit' THEN data1.actual_revenue
- WHEN data1.pricing_type = 'employee_rate' and data1.project_type='hours_in_consultant' THEN data3.cons_actual_revenue
-END as actual_revenue,
-0 as expenses_amt,
-CASE WHEN pricing_type = 'fixed_rate' THEN 0.0 - data1.actual_cost
- WHEN pricing_type = 'employee_rate' and project_type='hours_no_limit' THEN data1.actual_revenue - data1.actual_cost
- WHEN pricing_type = 'employee_rate' and project_type='hours_in_consultant' THEN data3.cons_actual_revenue - data3.cons_actual_cost
-END as profit_amt,
-CASE WHEN pricing_type = 'fixed_rate' THEN 0.0
- WHEN pricing_type = 'employee_rate' and project_type='hours_no_limit' THEN (data1.actual_revenue - data1.actual_cost)/NULLIF(data1.actual_revenue,0)
- WHEN pricing_type = 'employee_rate' and project_type='hours_in_consultant' THEN (data3.cons_actual_revenue - data3.cons_actual_cost)/NULLIF(data3.cons_actual_revenue,0) * 100
-END as profit_per
-from input_data
-left join data1 on data1.project_id = input_data.project_id and data1.employee_id = input_data.employee_id
-and data1.t_startdate >= input_data.start_date and data1.t_enddate <= input_data.end_date
-left join data3 on data3.project_id = input_data.project_id and data3.employee_id = input_data.employee_id
-and data3.cons_start_date >= input_data.start_date and data3.cons_end_date <= input_data.end_date
-where data1.project_id=45
-group by start_date, end_date, input_data.project_id, data1.project_active, data1.parent_project, data1.partner_id,
-data1.pricing_type, data1.project_type,
-t_startdate, t_enddate, input_data.employee_id, data1.unit_amount,
-data3.price_unit, actual_cost, data3.cons_actual_cost, actual_revenue, cons_actual_revenue, data3.timesheet_cost, data3.cons_timesheet_cost
-order by employee_id, start_date
- )""" % (self._table,))
+ (generate_series(min, max, '1 month'):: date + '1 month' :: interval - '1 day' :: interval):: date AS end_date,
+ project_id, employee_id
+ from pro_tsheet),
+cons_data as (
+select PRO_EMP.start_date as cons_start_date, PRO_EMP.end_date as cons_end_date,
+ sum(PRO_EMP.price_unit) as price_unit, PRO_EMP.project_id, PRO_EMP.employee_id,
+ sum(PRO_EMP.employee_price) as cons_price
+ from project_sale_line_employee_map PRO_EMP
+ GROUP BY PRO_EMP.start_date, PRO_EMP.end_date, PRO_EMP.project_id, PRO_EMP.employee_id
+),
+fixed_rate as (
+ select
+ ROW_NUMBER() OVER() as id,
+ input_data.start_date,
+ input_data.end_date,
+ input_data.project_id,
+ pro_tsheet.project_active,
+ pro_tsheet.project_type,
+ pro_tsheet.pricing_type,
+ pro_tsheet.parent_project,
+ pro_tsheet.is_sub_project,
+ pro_tsheet.sub_project,
+ null::char as role,
+ pro_tsheet.tag_name,
+ pro_tsheet.partner_id,
+ pro_tsheet.timesheet_id,
+ input_data.employee_id,
+ 0 as overall_budgeted_revenue,
+ 0 as budgeted_revenue,
+ 0 as budgeted_hours,
+ 0 as overall_hourly_rate,
+ 0 AS pro_hourly_rate,
+ pro_tsheet.unit_amount,
+ ((pro_tsheet.actual_cost)/NULLIF(pro_tsheet.unit_amount, 0)) as timesheet_cost,
+ 0.0 AS actual_revenue,
+ pro_tsheet.actual_cost,
+ 0.0 AS expenses_amt,
+ 0.0 - pro_tsheet.actual_cost AS profit_amt,
+ 0.0 AS profit_per
+ from input_data
+ left join pro_tsheet on pro_tsheet.project_id = input_data.project_id and pro_tsheet.employee_id = input_data.employee_id
+ and pro_tsheet.t_startdate >= input_data.start_date and pro_tsheet.t_enddate <= input_data.end_date
+ where pro_tsheet.pricing_type = 'fixed_rate'
+ group by
+ input_data.start_date,
+ input_data.end_date,
+ input_data.project_id,
+ pro_tsheet.project_active,
+ pro_tsheet.project_type,
+ pro_tsheet.pricing_type,
+ pro_tsheet.parent_project,
+ pro_tsheet.is_sub_project,
+ pro_tsheet.sub_project,
+ pro_tsheet.tag_name,
+ pro_tsheet.partner_id,
+ pro_tsheet.timesheet_id,
+ input_data.employee_id,
+ pro_tsheet.unit_amount,
+ pro_tsheet.actual_cost
+ )
+ select * from fixed_rate
+)""" % (self._table,))
@api.model
def read_group(self, domain, fields, groupby, offset=0, limit=None, orderby=False, lazy=True):
diff --git a/project_report/report/project_revenue_custom_report3_views.xml b/project_report/report/project_revenue_custom_report3_views.xml
index 7a36d01..f5d7fd1 100644
--- a/project_report/report/project_revenue_custom_report3_views.xml
+++ b/project_report/report/project_revenue_custom_report3_views.xml
@@ -8,17 +8,17 @@
+
+
+
+
+
-
-
-
-
-
@@ -42,6 +42,8 @@
+
+
@@ -66,6 +68,7 @@
+
@@ -73,10 +76,18 @@
+
+
+
+
+
+
+
+