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tradon/modules/commission/commission_reporting.py
2026-03-14 09:42:12 +00:00

236 lines
7.4 KiB
Python

# This file is part of Tryton. The COPYRIGHT file at the top level of
# this repository contains the full copyright notices and license terms.
from dateutil.relativedelta import relativedelta
from sql import Null
from sql.aggregate import Count, Min, Sum
from sql.conditionals import Coalesce
from sql.functions import DateTrunc, Round
from trytond.model import ModelSQL, ModelView, fields
from trytond.modules.currency.fields import Monetary
from trytond.modules.product import price_digits
from trytond.pool import Pool
from trytond.pyson import Eval, If
from trytond.tools import pairwise_longest
from trytond.tools.chart import sparkline
from trytond.transaction import Transaction
class Agent(ModelView, ModelSQL):
__name__ = 'commission.reporting.agent'
agent = fields.Many2One('commission.agent', 'Agent')
number = fields.Integer("Number")
base_amount = Monetary(
"Base Amount", currency='currency', digits='currency')
base_amount_trend = fields.Function(
fields.Char("Base Amount Trend"), 'get_trend')
amount = Monetary("Amount", currency='currency', digits=price_digits)
time_series = fields.One2Many(
'commission.reporting.agent.time_series', 'agent', "Time Series")
currency = fields.Many2One('currency.currency', "Currency")
@classmethod
def table_query(cls):
from_item, tables, withs = cls._joins()
return from_item.select(
*cls._columns(tables, withs),
where=cls._where(tables, withs),
group_by=cls._group_by(tables, withs),
with_=withs.values())
@classmethod
def _joins(cls):
pool = Pool()
Commission = pool.get('commission')
Agent = pool.get('commission.agent')
Currency = pool.get('currency.currency')
tables = {}
tables['commission'] = commission = Commission.__table__()
tables['commission.agent'] = agent = Agent.__table__()
tables['commission.agent.currency'] = currency = Currency.__table__()
withs = {}
from_item = (commission
.join(agent, condition=commission.agent == agent.id)
.join(currency, condition=agent.currency == currency.id))
return from_item, tables, withs
@classmethod
def _columns(cls, tables, withs):
commission = tables['commission']
agent = tables['commission.agent']
currency = tables['commission.agent.currency']
return [
cls._column_id(tables, withs).as_('id'),
commission.agent.as_('agent'),
agent.currency.as_('currency'),
Count(commission.id, distinct=True).as_('number'),
Round(
Sum(Coalesce(commission.base_amount, 0)),
currency.digits).as_('base_amount'),
Round(Sum(commission.amount), price_digits[1]).as_('amount'),
]
@classmethod
def _column_id(cls, tables, withs):
commission = tables['commission']
return commission.agent
@classmethod
def _group_by(cls, tables, withs):
commission = tables['commission']
agent = tables['commission.agent']
currency = tables['commission.agent.currency']
return [commission.agent, agent.currency, currency.digits]
@classmethod
def _where(cls, tables, withs):
context = Transaction().context
commission = tables['commission']
agent = tables['commission.agent']
where = agent.type_ == cls._get_agent_type(context.get('type', 'out'))
from_date = context.get('from_date')
if from_date:
where &= commission.date >= from_date
to_date = context.get('to_date')
if to_date:
where &= commission.date <= to_date
if context.get('invoiced'):
where &= commission.invoice_line != Null
return where
@classmethod
def _get_agent_type(cls, type):
return {
'out': 'agent',
'in': 'principal',
}.get(type)
@property
def time_series_all(self):
delta = self._period_delta()
for ts, next_ts in pairwise_longest(self.time_series or []):
yield ts
if delta and next_ts:
date = ts.date + delta
while date < next_ts.date:
yield None
date += delta
@classmethod
def _period_delta(cls):
context = Transaction().context
return {
'year': relativedelta(years=1),
'month': relativedelta(months=1),
'day': relativedelta(days=1),
}.get(context.get('period'))
def get_trend(self, name):
name = name[:-len('_trend')]
return sparkline([
getattr(ts, name, 0) or 0 for ts in self.time_series_all])
def get_rec_name(self, name):
return self.agent.rec_name
@classmethod
def search_rec_name(cls, name, clause):
return [('agent.rec_name', *clause[1:])]
class AgentTimeseries(Agent):
__name__ = 'commission.reporting.agent.time_series'
date = fields.Date("Date")
time_series = None
@classmethod
def __setup__(cls):
super().__setup__()
cls._order.insert(0, ('date', 'ASC'))
@classmethod
def _columns(cls, tables, withs):
return super()._columns(tables, withs) + [
cls._column_date(tables, withs).as_('date')]
@classmethod
def _column_id(cls, tables, withs):
commission = tables['commission']
return Min(commission.id)
@classmethod
def _column_date(cls, tables, withs):
context = Transaction().context
commission = tables['commission']
date = DateTrunc(context.get('period'), commission.date)
date = cls.date.sql_cast(date)
return date
@classmethod
def _group_by(cls, tables, withs):
return super()._group_by(tables, withs) + [
cls._column_date(tables, withs)]
class Context(ModelView):
__name__ = 'commission.reporting.context'
type = fields.Selection([
('in', "Incoming"),
('out', "Outgoing"),
], "Type", required=True)
from_date = fields.Date("From Date",
domain=[
If(Eval('to_date') & Eval('from_date'),
('from_date', '<=', Eval('to_date')),
()),
])
to_date = fields.Date("To Date",
domain=[
If(Eval('from_date') & Eval('to_date'),
('to_date', '>=', Eval('from_date')),
()),
])
period = fields.Selection([
('year', "Year"),
('month', "Month"),
('day', "Day"),
], "Period", required=True)
invoiced = fields.Boolean(
"Invoiced",
help="Only include invoiced commissions.")
@classmethod
def default_type(cls):
return Transaction().context.get('type', 'out')
@classmethod
def default_from_date(cls):
pool = Pool()
Date = pool.get('ir.date')
context = Transaction().context
if 'from_date' in context:
return context['from_date']
return Date.today() - relativedelta(years=1)
@classmethod
def default_to_date(cls):
pool = Pool()
Date = pool.get('ir.date')
context = Transaction().context
if 'to_date' in context:
return context['to_date']
return Date.today()
@classmethod
def default_period(cls):
return Transaction().context.get('period', 'month')