fix(reports): refine financial export summaries

apps/reports/tests/test_exporters.py

@@ -4,7 +4,12 @@ from django.test import TestCase
 from openpyxl import load_workbook
 
 from apps.reports.services.export_i18n import build_export_locale
-from apps.reports.services.exporters import build_excel_report, build_pdf_report
+from apps.reports.services.exporters import (
+    _pdf_summary_rate_label,
+    _rate_label,
+    build_excel_report,
+    build_pdf_report,
+)
 
 
 def make_report_data(*, user_name="Owner User", mobile="09129990001", hourly_rate=None):
@@ -74,14 +79,67 @@ def make_user_summary(*, name: str, mobile: str):
     }
 
 
+def make_variable_user_summary(*, name: str, mobile: str):
+    summary = make_user_summary(name=name, mobile=mobile)
+    summary["hourly_rates"] = [
+        {"amount": "15.00", "currency": "USD"},
+        {"amount": "18.00", "currency": "USD"},
+    ]
+    summary["rate_periods"] = [
+        {
+            "amount": "15.00",
+            "currency": "USD",
+            "from_date": "2026-04-01",
+            "to_date": "2026-04-14",
+        },
+        {
+            "amount": "18.00",
+            "currency": "USD",
+            "from_date": "2026-04-15",
+            "to_date": "2026-04-30",
+        },
+    ]
+    return summary
+
+
 class ReportExporterTests(TestCase):
+    def test_export_rate_labels_trim_rial_and_toman_decimals(self):
+        locale = build_export_locale("en")
+
+        self.assertEqual(
+            _rate_label(locale, {"amount": "1250.75", "currency": "USD"}),
+            "1,250.75 USD",
+        )
+        self.assertEqual(
+            _rate_label(locale, {"amount": "1250.75", "currency": "IRR"}),
+            "1,250 IRR",
+        )
+        self.assertEqual(
+            _rate_label(locale, {"amount": "9800.50", "currency": "IRT"}),
+            "9,800 IRT",
+        )
+
+    def test_pdf_summary_uses_multiple_rates_label(self):
+        locale = build_export_locale("en")
+
+        self.assertEqual(
+            _pdf_summary_rate_label(
+                locale,
+                [
+                    {"amount": "15.00", "currency": "USD"},
+                    {"amount": "18.00", "currency": "USD"},
+                ],
+            ),
+            "Variable rate",
+        )
+
     def test_excel_export_adds_per_user_sheets_and_daily_rate_column(self):
         locale = build_export_locale("en")
         report_data = make_report_data(
             hourly_rate={"amount": "15.00", "currency": "USD"},
         )
         report_data["user_summaries"] = [
-            make_user_summary(name="Owner User", mobile="09129990001"),
+            make_variable_user_summary(name="Owner User", mobile="09129990001"),
             make_user_summary(name="Team Mate", mobile="09129990002"),
         ]
         per_user_reports = [
@@ -91,7 +149,7 @@ class ReportExporterTests(TestCase):
                     mobile="09129990001",
                     hourly_rate={"amount": "15.00", "currency": "USD"},
                 ),
-                "user_summary": make_user_summary(name="Owner User", mobile="09129990001"),
+                "user_summary": make_variable_user_summary(name="Owner User", mobile="09129990001"),
             },
             {
                 **make_report_data(
@@ -123,14 +181,13 @@ class ReportExporterTests(TestCase):
         self.assertEqual(summary_sheet["A1"].value, "Workspace Report")
         self.assertEqual(summary_sheet["B1"].value, "Exports")
         self.assertEqual(summary_sheet["A15"].value, "Users Summary")
-        self.assertIn("A15:P15", {str(item) for item in summary_sheet.merged_cells.ranges})
+        self.assertIn("A15:O15", {str(item) for item in summary_sheet.merged_cells.ranges})
         self.assertEqual(
-            tuple(summary_sheet.iter_rows(min_row=16, max_row=16, values_only=True))[0][:16],
+            tuple(summary_sheet.iter_rows(min_row=16, max_row=16, values_only=True))[0][:15],
             (
                 "Name",
                 "Mobile",
                 "Working hours",
-                "Non-working hours",
                 "Hourly rate",
                 "Period",
                 "Income",
@@ -147,6 +204,7 @@ class ReportExporterTests(TestCase):
         )
         self.assertTrue(any(row and "Owner User" in row for row in summary_values))
         self.assertTrue(any(row and "09129990001" in row for row in summary_values))
+        self.assertTrue(any(row and "Variable rate" in row for row in summary_values))
 
         user_sheet = workbook[workbook.sheetnames[1]]
         user_values = list(user_sheet.iter_rows(values_only=True))
@@ -169,13 +227,11 @@ class ReportExporterTests(TestCase):
 
         breakdown_header = next(row[:7] for row in user_values if row and row[0] == "Name" and row[2] == "Hour %")
         self.assertEqual(
-            breakdown_header,
+            breakdown_header[:5],
             (
                 "Name",
                 "Billable hours",
                 "Hour %",
-                "Non-billable hours",
-                "Total hours",
                 "Income",
                 "Income %",
             ),