Files
qlockify-backend-deployment/apps/reports/services/aggregation.py

1057 lines
39 KiB
Python

from __future__ import annotations
from collections import defaultdict
from collections.abc import Iterable
from dataclasses import dataclass, replace
from datetime import date, datetime, time, timedelta
from decimal import ROUND_DOWN, Decimal
import jdatetime
from django.contrib.auth import get_user_model
from django.db.models import Prefetch, QuerySet
from django.utils import timezone
from django.utils.dateparse import parse_date
from rest_framework import serializers
from apps.clients.models import Client
from apps.projects.models import Project
from apps.projects.services.access import user_has_project_access
from apps.tags.models import Tag
from apps.time_entries.models import TimeEntry
from apps.workspaces.models import Workspace
from apps.workspaces.services import WORKSPACE_VIEW, get_workspace_role, has_workspace_capability
User = get_user_model()
PERIOD_THIS_WEEK = "this_week"
PERIOD_THIS_MONTH = "this_month"
PERIOD_THIS_YEAR = "this_year"
PERIOD_HALF_YEAR_FIRST = "half_year_first"
PERIOD_HALF_YEAR_SECOND = "half_year_second"
PERIOD_CUSTOM = "period"
ALLOWED_PERIODS = {
PERIOD_THIS_WEEK,
PERIOD_THIS_MONTH,
PERIOD_THIS_YEAR,
PERIOD_HALF_YEAR_FIRST,
PERIOD_HALF_YEAR_SECOND,
PERIOD_CUSTOM,
}
UNCATEGORIZED_IDS = {
"clients": "__uncategorized_client__",
"projects": "__uncategorized_project__",
"tags": "__uncategorized_tag__",
}
UNCATEGORIZED_LABELS = {
"en": {
"clients": "No client",
"projects": "No project",
"tags": "No tag",
},
"fa": {
"clients": "\u0628\u062f\u0648\u0646 \u0645\u0634\u062a\u0631\u06cc",
"projects": "\u0628\u062f\u0648\u0646 \u067e\u0631\u0648\u0698\u0647",
"tags": "\u0628\u062f\u0648\u0646 \u062a\u06af",
},
}
def _start_of_week(local_date: date) -> date:
days_since_sunday = (local_date.weekday() + 1) % 7
return local_date - timedelta(days=days_since_sunday)
def _start_of_persian_week(local_date: date) -> date:
days_since_saturday = (local_date.weekday() + 2) % 7
return local_date - timedelta(days=days_since_saturday)
def _localize_datetime(value: datetime) -> datetime:
if timezone.is_naive(value):
value = timezone.make_aware(value, timezone.get_current_timezone())
return timezone.localtime(value)
def _user_display(user) -> str:
full_name = getattr(user, "full_name", "").strip()
if full_name and full_name != "Anonymous":
return full_name
return getattr(user, "mobile", str(user))
def _format_duration_seconds(total_seconds: int) -> str:
total_seconds = max(int(total_seconds), 0)
hours, remainder = divmod(total_seconds, 3600)
minutes, seconds = divmod(remainder, 60)
return f"{hours:02d}:{minutes:02d}:{seconds:02d}"
def _money_map() -> defaultdict[str, Decimal]:
return defaultdict(lambda: Decimal("0.00"))
def _serialize_money_totals(values: dict[str, Decimal]) -> list[dict]:
return [
{"currency": currency, "amount": f"{amount.quantize(Decimal('0.01'))}"}
for currency, amount in sorted(values.items())
if amount is not None
]
def _serialize_rate(amount: Decimal | None, currency: str | None) -> dict | None:
if amount is None:
return None
return {
"amount": f"{Decimal(amount).quantize(Decimal('0.01'))}",
"currency": currency or "USD",
}
def _serialize_distinct_rates(entries: list[TimeEntry]) -> list[dict]:
unique_rates: set[tuple[str, str]] = set()
for entry in entries:
if not entry.hourly_rate:
continue
unique_rates.add((f"{Decimal(entry.hourly_rate).quantize(Decimal('0.01'))}", entry.currency or "USD"))
return [
{"amount": amount, "currency": currency}
for amount, currency in sorted(unique_rates, key=lambda item: (item[1], Decimal(item[0])))
]
def _serialize_rate_periods(entries: list[TimeEntry]) -> list[dict]:
sorted_entries = sorted(entries, key=lambda entry: entry.start_time)
periods: list[dict] = []
current: dict | None = None
for entry in sorted_entries:
if not entry.hourly_rate:
continue
amount = f"{Decimal(entry.hourly_rate).quantize(Decimal('0.01'))}"
currency = entry.currency or "USD"
start_date = _localize_datetime(entry.start_time).date()
end_source = entry.end_time or entry.start_time
end_date = _localize_datetime(end_source).date()
if (
current
and current["amount"] == amount
and current["currency"] == currency
):
if end_date > current["to_date"]:
current["to_date"] = end_date
continue
if current:
periods.append(
{
"amount": current["amount"],
"currency": current["currency"],
"from_date": current["from_date"].isoformat(),
"to_date": current["to_date"].isoformat(),
}
)
current = {
"amount": amount,
"currency": currency,
"from_date": start_date,
"to_date": end_date,
}
if current:
periods.append(
{
"amount": current["amount"],
"currency": current["currency"],
"from_date": current["from_date"].isoformat(),
"to_date": current["to_date"].isoformat(),
}
)
return periods
def _uncategorized_label(kind: str, language: str) -> str:
resolved_language = language if language in UNCATEGORIZED_LABELS else "en"
return UNCATEGORIZED_LABELS[resolved_language][kind]
def _share_bucket(bucket_id: str, name: str) -> dict:
return {
"id": bucket_id,
"name": name,
"seconds": Decimal("0"),
"income": _money_map(),
}
def _entry_income_payload(entry: TimeEntry) -> tuple[str, Decimal] | None:
if not entry.is_billable or not entry.hourly_rate:
return None
duration_seconds = get_entry_duration_seconds(entry)
if duration_seconds <= 0:
return None
hourly_rate = Decimal(entry.hourly_rate)
income = (hourly_rate * Decimal(duration_seconds) / Decimal(3600)).quantize(Decimal("0.01"))
return entry.currency or "USD", income
def _add_money(bucket: defaultdict[str, Decimal], currency: str, amount: Decimal) -> None:
bucket[currency] += amount
def _breakdown_targets(entry: TimeEntry, kind: str, language: str) -> list[tuple[str, str]]:
if kind == "clients":
if entry.project and entry.project.client:
return [(str(entry.project.client_id), entry.project.client.name)]
return [(UNCATEGORIZED_IDS[kind], _uncategorized_label(kind, language))]
if kind == "projects":
if entry.project:
return [(str(entry.project_id), entry.project.name)]
return [(UNCATEGORIZED_IDS[kind], _uncategorized_label(kind, language))]
tags = list(entry.tags.all())
if tags:
return [(str(tag.id), tag.name) for tag in tags]
return [(UNCATEGORIZED_IDS[kind], _uncategorized_label(kind, language))]
def _accumulate_breakdown_shares(entries: list[TimeEntry], kind: str, *, language: str) -> dict[str, dict]:
shares: dict[str, dict] = {}
for entry in entries:
if not entry.is_billable:
continue
duration_seconds = get_entry_duration_seconds(entry)
if duration_seconds <= 0:
continue
targets = _breakdown_targets(entry, kind, language)
divisor = Decimal(len(targets)) if kind == "tags" and targets else Decimal("1")
income_payload = _entry_income_payload(entry)
for bucket_id, bucket_name in targets:
bucket = shares.setdefault(bucket_id, _share_bucket(bucket_id, bucket_name))
bucket["seconds"] += Decimal(duration_seconds) / divisor
if income_payload:
currency, amount = income_payload
_add_money(bucket["income"], currency, amount / divisor)
return shares
def _allocate_percentage_rows(items: list[dict], total_value: Decimal) -> list[dict]:
if total_value <= 0 or not items:
return []
working_rows: list[dict] = []
assigned_total = 0
for item in items:
value = Decimal(item["value"])
raw_percentage = (value * Decimal("100") / total_value) if value > 0 else Decimal("0")
floored_percentage = int(raw_percentage.quantize(Decimal("1"), rounding=ROUND_DOWN))
assigned_total += floored_percentage
working_rows.append(
{
"id": item["id"],
"name": item["name"],
"value": value,
"percentage": floored_percentage,
"remainder": raw_percentage - Decimal(floored_percentage),
}
)
remaining_points = max(0, 100 - assigned_total)
for row in sorted(
working_rows,
key=lambda item: (-item["remainder"], -item["value"], item["name"].lower(), item["id"]),
)[:remaining_points]:
row["percentage"] += 1
serialized = [
{
"id": row["id"],
"name": row["name"],
"percentage": str(row["percentage"]),
}
for row in working_rows
]
serialized.sort(key=lambda item: (-Decimal(item["percentage"]), item["name"].lower()))
return serialized
def _single_currency_amount(income_totals: list[dict]) -> tuple[str | None, Decimal] | None:
non_zero_totals: list[tuple[str, Decimal]] = []
for item in income_totals:
amount = Decimal(item["amount"])
if amount == 0:
continue
non_zero_totals.append((item["currency"], amount))
if not non_zero_totals:
return None, Decimal("0")
currencies = {currency for currency, _ in non_zero_totals}
if len(currencies) != 1:
return None
currency = non_zero_totals[0][0]
total_amount = sum((amount for _, amount in non_zero_totals), Decimal("0"))
return currency, total_amount
def _complete_percentage_rows(
rows: list[dict],
percentage_rows: list[dict],
*,
unavailable: bool = False,
) -> list[dict]:
if unavailable:
return []
existing_ids = {row["id"] for row in percentage_rows}
completed = percentage_rows + [
{"id": row["id"], "name": row["name"], "percentage": "0"}
for row in rows
if row["id"] not in existing_ids
]
completed.sort(key=lambda item: (-Decimal(item["percentage"]), item["name"].lower()))
return completed
def _serialize_time_percentage_rows(rows: list[dict], shares: dict[str, dict]) -> list[dict]:
items = [
{
"id": bucket["id"],
"name": bucket["name"],
"value": Decimal(bucket["seconds"]),
}
for bucket in shares.values()
]
total_seconds = sum((item["value"] for item in items), Decimal("0"))
return _complete_percentage_rows(rows, _allocate_percentage_rows(items, total_seconds))
def _serialize_income_percentage_rows(rows: list[dict], shares: dict[str, dict]) -> list[dict]:
items: list[dict] = []
currencies: set[str] = set()
for bucket in shares.values():
income_totals = _serialize_money_totals(bucket["income"])
currency_amount = _single_currency_amount(income_totals)
if currency_amount is None:
return []
currency, amount = currency_amount
if currency:
currencies.add(currency)
items.append(
{
"id": bucket["id"],
"name": bucket["name"],
"value": amount,
}
)
if len(currencies) > 1:
return []
total_income = sum((item["value"] for item in items), Decimal("0"))
if total_income <= 0:
return []
return _complete_percentage_rows(rows, _allocate_percentage_rows(items, total_income))
def _build_user_summary(user, entries: list[TimeEntry], *, language: str) -> dict:
summary = _summary_from_entries(entries)
project_rows = _build_breakdown(entries, "projects", language=language)
client_rows = _build_breakdown(entries, "clients", language=language)
tag_rows = _build_breakdown(entries, "tags", language=language)
project_shares = _accumulate_breakdown_shares(entries, "projects", language=language)
client_shares = _accumulate_breakdown_shares(entries, "clients", language=language)
tag_shares = _accumulate_breakdown_shares(entries, "tags", language=language)
return {
"user": {
"id": str(user.id),
"name": _user_display(user),
"mobile": user.mobile,
},
"hourly_rates": _serialize_distinct_rates(entries),
"rate_periods": _serialize_rate_periods(entries),
"total_seconds": summary["billable_seconds"],
"total_duration": summary["total_duration"],
"billable_seconds": summary["billable_seconds"],
"billable_duration": summary["billable_duration"],
"non_billable_seconds": summary["non_billable_seconds"],
"non_billable_duration": summary["non_billable_duration"],
"income_totals": summary["income_totals"],
"project_percentages": _serialize_time_percentage_rows(project_rows, project_shares),
"client_percentages": _serialize_time_percentage_rows(client_rows, client_shares),
"tag_percentages": _serialize_time_percentage_rows(tag_rows, tag_shares),
"project_income_percentages": _serialize_income_percentage_rows(project_rows, project_shares),
"client_income_percentages": _serialize_income_percentage_rows(client_rows, client_shares),
"tag_income_percentages": _serialize_income_percentage_rows(tag_rows, tag_shares),
}
def _build_user_summaries(entries: list[TimeEntry], *, language: str) -> list[dict]:
grouped: dict[str, list[TimeEntry]] = defaultdict(list)
for entry in entries:
grouped[str(entry.user_id)].append(entry)
summaries = [
_build_user_summary(grouped_entries[0].user, grouped_entries, language=language)
for grouped_entries in grouped.values()
if grouped_entries
]
summaries.sort(key=lambda item: item["user"]["name"].lower())
return summaries
def _build_overall_percentage_payload(
entries: list[TimeEntry],
*,
language: str,
rows_by_kind: dict[str, list[dict]],
) -> dict:
project_shares = _accumulate_breakdown_shares(entries, "projects", language=language)
client_shares = _accumulate_breakdown_shares(entries, "clients", language=language)
tag_shares = _accumulate_breakdown_shares(entries, "tags", language=language)
return {
"project_percentages": _serialize_time_percentage_rows(rows_by_kind["projects"], project_shares),
"client_percentages": _serialize_time_percentage_rows(rows_by_kind["clients"], client_shares),
"tag_percentages": _serialize_time_percentage_rows(rows_by_kind["tags"], tag_shares),
"project_income_percentages": _serialize_income_percentage_rows(rows_by_kind["projects"], project_shares),
"client_income_percentages": _serialize_income_percentage_rows(rows_by_kind["clients"], client_shares),
"tag_income_percentages": _serialize_income_percentage_rows(rows_by_kind["tags"], tag_shares),
}
def _add_income(bucket: defaultdict[str, Decimal], entry: TimeEntry):
if not entry.is_billable or not entry.hourly_rate:
return
duration_seconds = get_entry_duration_seconds(entry)
if duration_seconds <= 0:
return
hourly_rate = Decimal(entry.hourly_rate)
income = (hourly_rate * Decimal(duration_seconds) / Decimal(3600)).quantize(Decimal("0.01"))
bucket[(entry.currency or "USD")] += income
def get_entry_duration_seconds(entry: TimeEntry) -> int:
if entry.duration is not None:
return max(int(entry.duration.total_seconds()), 0)
if entry.end_time:
return max(int((entry.end_time - entry.start_time).total_seconds()), 0)
return 0
def _parse_id_list(values: Iterable[str]) -> list[str]:
return [str(value).strip() for value in values if str(value).strip()]
@dataclass
class ReportFilters:
workspace: Workspace
period: str
from_date: date
to_date: date
user_id: str | None
client_id: str | None
project_id: str | None
tag_ids: list[str]
actor: object
is_workspace_scope: bool
language: str
class ReportFilterSerializer(serializers.Serializer):
workspace = serializers.UUIDField()
period = serializers.ChoiceField(choices=sorted(ALLOWED_PERIODS))
from_date = serializers.DateField(required=False, allow_null=True)
to_date = serializers.DateField(required=False, allow_null=True)
user = serializers.UUIDField(required=False, allow_null=True)
client = serializers.UUIDField(required=False, allow_null=True)
project = serializers.UUIDField(required=False, allow_null=True)
tags = serializers.ListField(
child=serializers.UUIDField(),
required=False,
allow_empty=True,
)
language = serializers.ChoiceField(choices=("en", "fa"), required=False, default="en")
def _resolve_period_bounds(
period: str,
from_date: date | None,
to_date: date | None,
*,
language: str,
) -> tuple[date, date]:
today = timezone.localdate()
if language == "fa":
today_jalali = jdatetime.date.fromgregorian(date=today)
if period == PERIOD_THIS_WEEK:
start = _start_of_persian_week(today)
return start, start + timedelta(days=6)
if period == PERIOD_THIS_MONTH:
start_j = jdatetime.date(today_jalali.year, today_jalali.month, 1)
if today_jalali.month == 12:
next_month_j = jdatetime.date(today_jalali.year + 1, 1, 1)
else:
next_month_j = jdatetime.date(today_jalali.year, today_jalali.month + 1, 1)
return start_j.togregorian(), next_month_j.togregorian() - timedelta(days=1)
if period == PERIOD_THIS_YEAR:
start = jdatetime.date(today_jalali.year, 1, 1).togregorian()
if jdatetime.date(today_jalali.year, 1, 1).isleap():
end = jdatetime.date(today_jalali.year, 12, 30).togregorian()
else:
end = jdatetime.date(today_jalali.year, 12, 29).togregorian()
return start, end
if period == PERIOD_HALF_YEAR_FIRST:
start = jdatetime.date(today_jalali.year, 1, 1).togregorian()
end = jdatetime.date(today_jalali.year, 6, 31).togregorian()
return start, end
if period == PERIOD_HALF_YEAR_SECOND:
start = jdatetime.date(today_jalali.year, 7, 1).togregorian()
if jdatetime.date(today_jalali.year, 1, 1).isleap():
end = jdatetime.date(today_jalali.year, 12, 30).togregorian()
else:
end = jdatetime.date(today_jalali.year, 12, 29).togregorian()
return start, end
if period == PERIOD_THIS_WEEK:
start = _start_of_week(today)
return start, start + timedelta(days=6)
if period == PERIOD_THIS_MONTH:
start = today.replace(day=1)
if start.month == 12:
next_month = start.replace(year=start.year + 1, month=1, day=1)
else:
next_month = start.replace(month=start.month + 1, day=1)
return start, next_month - timedelta(days=1)
if period == PERIOD_THIS_YEAR:
return date(today.year, 1, 1), date(today.year, 12, 31)
if period == PERIOD_HALF_YEAR_FIRST:
return date(today.year, 1, 1), date(today.year, 6, 30)
if period == PERIOD_HALF_YEAR_SECOND:
return date(today.year, 7, 1), date(today.year, 12, 31)
if period == PERIOD_CUSTOM:
if not from_date or not to_date:
raise serializers.ValidationError("Custom period requires from_date and to_date.")
if from_date > to_date:
raise serializers.ValidationError("from_date cannot be after to_date.")
if (to_date - from_date).days > 30:
raise serializers.ValidationError("Custom period cannot exceed 31 days.")
return from_date, to_date
raise serializers.ValidationError("Unsupported report period.")
def load_report_filters(actor, raw_data) -> ReportFilters:
normalized = {
"workspace": raw_data.get("workspace"),
"period": raw_data.get("period", PERIOD_THIS_MONTH),
"from_date": raw_data.get("from_date") or raw_data.get("from"),
"to_date": raw_data.get("to_date") or raw_data.get("to"),
"user": raw_data.get("user"),
"client": raw_data.get("client"),
"project": raw_data.get("project"),
"tags": (
raw_data.get("tags") or raw_data.getlist("tags")
if hasattr(raw_data, "getlist")
else raw_data.get("tags")
),
"language": raw_data.get("language", "en"),
}
if normalized["tags"] and not isinstance(normalized["tags"], list):
normalized["tags"] = [normalized["tags"]]
serializer = ReportFilterSerializer(data=normalized)
serializer.is_valid(raise_exception=True)
validated = serializer.validated_data
workspace = Workspace.objects.filter(id=validated["workspace"]).first()
if not workspace:
raise serializers.ValidationError("Workspace not found.")
if not has_workspace_capability(actor, workspace, WORKSPACE_VIEW):
raise serializers.ValidationError("You do not have access to this workspace.")
from_date, to_date = _resolve_period_bounds(
validated["period"],
validated.get("from_date"),
validated.get("to_date"),
language=validated.get("language", "en"),
)
role = get_workspace_role(actor, workspace)
is_workspace_scope = role in {"owner", "admin"}
requested_user_id = str(validated["user"]) if validated.get("user") else None
if requested_user_id and not is_workspace_scope and requested_user_id != str(actor.id):
raise serializers.ValidationError("You cannot view another user's report.")
user_id = requested_user_id if is_workspace_scope else str(actor.id)
client_id = str(validated["client"]) if validated.get("client") else None
project_id = str(validated["project"]) if validated.get("project") else None
tag_ids = [str(tag_id) for tag_id in validated.get("tags", [])]
if client_id and not Client.objects.filter(id=client_id, workspace=workspace).exists():
raise serializers.ValidationError("Client does not belong to this workspace.")
if project_id and not Project.objects.filter(id=project_id, workspace=workspace).exists():
raise serializers.ValidationError("Project does not belong to this workspace.")
if project_id and not is_workspace_scope:
project = Project.objects.filter(id=project_id, workspace=workspace).first()
if project and not user_has_project_access(actor, project):
raise serializers.ValidationError("Project does not belong to this workspace.")
if tag_ids:
existing_tag_ids = set(Tag.objects.filter(id__in=tag_ids, workspace=workspace).values_list("id", flat=True))
if len(existing_tag_ids) != len(tag_ids):
raise serializers.ValidationError("One or more tags do not belong to this workspace.")
return ReportFilters(
workspace=workspace,
period=validated["period"],
from_date=from_date,
to_date=to_date,
user_id=user_id,
client_id=client_id,
project_id=project_id,
tag_ids=tag_ids,
actor=actor,
is_workspace_scope=is_workspace_scope,
language=validated.get("language", "en"),
)
def _base_queryset(filters: ReportFilters) -> QuerySet[TimeEntry]:
current_timezone = timezone.get_current_timezone()
start_dt = timezone.make_aware(
datetime.combine(filters.from_date, time.min),
current_timezone,
)
end_dt = timezone.make_aware(
datetime.combine(filters.to_date + timedelta(days=1), time.min),
current_timezone,
)
queryset = (
TimeEntry.objects.filter(
workspace=filters.workspace,
is_deleted=False,
start_time__gte=start_dt,
start_time__lt=end_dt,
)
.select_related("project", "project__client", "workspace", "user")
.prefetch_related(Prefetch("tags", queryset=Tag.objects.filter(is_deleted=False)))
.order_by("-start_time", "-created_at")
.distinct()
)
if filters.user_id:
queryset = queryset.filter(user_id=filters.user_id)
if filters.client_id:
queryset = queryset.filter(project__client_id=filters.client_id)
if filters.project_id:
queryset = queryset.filter(project_id=filters.project_id)
if filters.tag_ids:
queryset = queryset.filter(tags__id__in=filters.tag_ids)
return queryset.distinct()
def _summary_from_entries(entries: list[TimeEntry]) -> dict:
total_seconds = 0
billable_seconds = 0
non_billable_seconds = 0
income_by_currency = _money_map()
for entry in entries:
duration_seconds = get_entry_duration_seconds(entry)
total_seconds += duration_seconds
if entry.is_billable:
billable_seconds += duration_seconds
else:
non_billable_seconds += duration_seconds
_add_income(income_by_currency, entry)
return {
"total_seconds": total_seconds,
"billable_seconds": billable_seconds,
"non_billable_seconds": non_billable_seconds,
"total_duration": _format_duration_seconds(total_seconds),
"billable_duration": _format_duration_seconds(billable_seconds),
"non_billable_duration": _format_duration_seconds(non_billable_seconds),
"income_totals": _serialize_money_totals(income_by_currency),
}
def _entry_payload(entry: TimeEntry) -> dict:
local_start = _localize_datetime(entry.start_time)
local_end = _localize_datetime(entry.end_time) if entry.end_time else None
duration_seconds = get_entry_duration_seconds(entry)
income_by_currency = _money_map()
_add_income(income_by_currency, entry)
return {
"id": str(entry.id),
"description": entry.description,
"user": {
"id": str(entry.user_id),
"name": _user_display(entry.user),
"mobile": entry.user.mobile,
},
"project": (
{
"id": str(entry.project_id),
"name": entry.project.name,
"client": (
{"id": str(entry.project.client_id), "name": entry.project.client.name}
if entry.project and entry.project.client
else None
),
}
if entry.project
else None
),
"tags": [{"id": str(tag.id), "name": tag.name, "color": tag.color} for tag in entry.tags.all()],
"start_time": local_start.isoformat(),
"end_time": local_end.isoformat() if local_end else None,
"duration_seconds": duration_seconds,
"duration": _format_duration_seconds(duration_seconds),
"is_billable": entry.is_billable,
"hourly_rate": str(entry.hourly_rate) if entry.hourly_rate is not None else None,
"currency": entry.currency,
"income_totals": _serialize_money_totals(income_by_currency),
}
def _bucket_label(filters: ReportFilters, bucket_date: date) -> str:
if filters.period in {PERIOD_THIS_WEEK, PERIOD_THIS_MONTH, PERIOD_CUSTOM}:
return bucket_date.isoformat()
if filters.language == "fa":
persian_date = jdatetime.date.fromgregorian(date=bucket_date)
return f"{persian_date.year:04d}-{persian_date.month:02d}"
return bucket_date.strftime("%Y-%m")
def _bucket_key(filters: ReportFilters, local_dt: datetime) -> tuple[str, date]:
if filters.period in {PERIOD_THIS_WEEK, PERIOD_THIS_MONTH, PERIOD_CUSTOM}:
bucket_date = local_dt.date()
return bucket_date.isoformat(), bucket_date
if filters.language == "fa":
persian_date = jdatetime.date.fromgregorian(date=local_dt.date())
return f"{persian_date.year:04d}-{persian_date.month:02d}", local_dt.date()
bucket_date = date(local_dt.year, local_dt.month, 1)
return bucket_date.strftime("%Y-%m"), bucket_date
def build_chart_report(actor, raw_filters) -> dict:
filters = load_report_filters(actor, raw_filters)
entries = list(_base_queryset(filters))
summary = _summary_from_entries(entries)
grouped_entries: dict[str | None, list[TimeEntry]] = defaultdict(list)
if filters.is_workspace_scope and not filters.user_id:
for entry in entries:
grouped_entries[str(entry.user_id)].append(entry)
else:
grouped_entries[filters.user_id] = entries
serialized_series = []
for _, series_entries in sorted(
grouped_entries.items(),
key=lambda item: _user_display(item[1][0].user).lower() if item[1] else "",
):
if not series_entries:
continue
buckets: dict[str, dict] = {}
for entry in series_entries:
local_start = _localize_datetime(entry.start_time)
bucket_id, bucket_date = _bucket_key(filters, local_start)
bucket = buckets.setdefault(
bucket_id,
{
"bucket_key": bucket_id,
"bucket_label": _bucket_label(filters, bucket_date),
"total_seconds": 0,
"total_duration": "00:00:00",
},
)
bucket["total_seconds"] += get_entry_duration_seconds(entry)
serialized_buckets = []
for bucket in sorted(buckets.values(), key=lambda item: item["bucket_key"]):
bucket["total_duration"] = _format_duration_seconds(bucket["total_seconds"])
serialized_buckets.append(bucket)
user = series_entries[0].user
serialized_series.append(
{
"user": {
"id": str(user.id),
"name": _user_display(user),
"mobile": user.mobile,
},
"buckets": serialized_buckets,
}
)
return {
"scope": _scope_payload(filters),
"summary": summary,
"series": serialized_series,
}
def _scope_payload(filters: ReportFilters) -> dict:
user_payload = None
if filters.user_id:
target_user = User.objects.filter(id=filters.user_id).first()
if target_user:
user_payload = {
"id": str(target_user.id),
"name": _user_display(target_user),
"mobile": target_user.mobile,
}
return {
"workspace": {
"id": str(filters.workspace.id),
"name": filters.workspace.name,
"thumbnail_path": (
filters.workspace.thumbnail.path
if getattr(filters.workspace, "thumbnail", None)
else None
),
},
"period": filters.period,
"from_date": filters.from_date.isoformat(),
"to_date": filters.to_date.isoformat(),
"user": user_payload,
"is_workspace_scope": filters.is_workspace_scope and not filters.user_id,
"filters": {
"client_id": filters.client_id,
"project_id": filters.project_id,
"tag_ids": filters.tag_ids,
},
}
def _table_report_payload(
filters: ReportFilters,
entries: list[TimeEntry],
*,
user_summary: dict | None = None,
user_summaries: list[dict] | None = None,
) -> dict:
summary = _summary_from_entries(entries)
include_latest_rate = not (filters.is_workspace_scope and not filters.user_id)
client_rows = _build_breakdown(entries, "clients", language=filters.language)
project_rows = _build_breakdown(entries, "projects", language=filters.language)
tag_rows = _build_breakdown(entries, "tags", language=filters.language)
payload = {
"scope": _scope_payload(filters),
"summary": summary,
"days": _group_daily(entries, include_latest_rate=include_latest_rate),
"clients": client_rows,
"projects": project_rows,
"tags": tag_rows,
}
if filters.is_workspace_scope and not filters.user_id:
payload.update(
_build_overall_percentage_payload(
entries,
language=filters.language,
rows_by_kind={
"clients": client_rows,
"projects": project_rows,
"tags": tag_rows,
},
)
)
if user_summary is not None:
payload["user_summary"] = user_summary
if user_summaries is not None:
payload["user_summaries"] = user_summaries
return payload
def _group_daily(entries: list[TimeEntry], *, include_latest_rate: bool) -> list[dict]:
by_day: dict[str, dict] = {}
for entry in entries:
local_start = _localize_datetime(entry.start_time)
day_key = local_start.date().isoformat()
day_bucket = by_day.setdefault(
day_key,
{
"date": day_key,
"billable_seconds": 0,
"non_billable_seconds": 0,
"total_seconds": 0,
"income": _money_map(),
"latest_rate_amount": None,
"latest_rate_currency": None,
"latest_rate_timestamp": None,
},
)
duration_seconds = get_entry_duration_seconds(entry)
day_bucket["total_seconds"] += duration_seconds
if entry.is_billable:
day_bucket["billable_seconds"] += duration_seconds
else:
day_bucket["non_billable_seconds"] += duration_seconds
_add_income(day_bucket["income"], entry)
if (
include_latest_rate
and entry.is_billable
and entry.hourly_rate
and (
day_bucket["latest_rate_timestamp"] is None
or local_start >= day_bucket["latest_rate_timestamp"]
)
):
day_bucket["latest_rate_amount"] = Decimal(entry.hourly_rate)
day_bucket["latest_rate_currency"] = entry.currency or "USD"
day_bucket["latest_rate_timestamp"] = local_start
rows = []
for day_key in sorted(by_day.keys()):
bucket = by_day[day_key]
rows.append(
{
"date": bucket["date"],
"billable_seconds": bucket["billable_seconds"],
"non_billable_seconds": bucket["non_billable_seconds"],
"total_seconds": bucket["total_seconds"],
"billable_duration": _format_duration_seconds(bucket["billable_seconds"]),
"non_billable_duration": _format_duration_seconds(bucket["non_billable_seconds"]),
"total_duration": _format_duration_seconds(bucket["total_seconds"]),
"latest_hourly_rate": _serialize_rate(
bucket["latest_rate_amount"],
bucket["latest_rate_currency"],
) if include_latest_rate else None,
"income_totals": _serialize_money_totals(bucket["income"]),
}
)
return rows
def _build_breakdown(entries: list[TimeEntry], kind: str, *, language: str) -> list[dict]:
data: dict[str, dict] = {}
for entry in entries:
duration_seconds = get_entry_duration_seconds(entry)
for item_id, item_name in _breakdown_targets(entry, kind, language):
bucket = data.setdefault(
item_id,
{
"id": item_id,
"name": item_name,
"billable_seconds": 0,
"non_billable_seconds": 0,
"total_seconds": 0,
"income": _money_map(),
},
)
bucket["total_seconds"] += duration_seconds
if entry.is_billable:
bucket["billable_seconds"] += duration_seconds
else:
bucket["non_billable_seconds"] += duration_seconds
_add_income(bucket["income"], entry)
rows = []
for _item_id, bucket in sorted(data.items(), key=lambda item: item[1]["name"].lower()):
rows.append(
{
"id": bucket["id"],
"name": bucket["name"],
"billable_seconds": bucket["billable_seconds"],
"non_billable_seconds": bucket["non_billable_seconds"],
"total_seconds": bucket["total_seconds"],
"billable_duration": _format_duration_seconds(bucket["billable_seconds"]),
"non_billable_duration": _format_duration_seconds(bucket["non_billable_seconds"]),
"total_duration": _format_duration_seconds(bucket["total_seconds"]),
"income_totals": _serialize_money_totals(bucket["income"]),
}
)
return rows
def build_table_report(actor, raw_filters) -> dict:
filters = load_report_filters(actor, raw_filters)
entries = list(_base_queryset(filters))
if filters.is_workspace_scope and not filters.user_id:
return _table_report_payload(
filters,
entries,
user_summaries=_build_user_summaries(entries, language=filters.language),
)
user_summary = (
_build_user_summary(entries[0].user, entries, language=filters.language)
if entries and filters.user_id
else None
)
return _table_report_payload(filters, entries, user_summary=user_summary)
def build_user_scoped_table_reports(actor, raw_filters) -> list[dict]:
filters = load_report_filters(actor, raw_filters)
if not (filters.is_workspace_scope and not filters.user_id):
return []
entries = list(_base_queryset(filters))
grouped: dict[str, list[TimeEntry]] = {}
for entry in entries:
grouped.setdefault(str(entry.user_id), []).append(entry)
sorted_groups = sorted(
grouped.items(),
key=lambda item: _user_display(item[1][0].user).lower(),
)
reports: list[dict] = []
for user_id, user_entries in sorted_groups:
user_filters = replace(filters, user_id=user_id)
reports.append(
_table_report_payload(
user_filters,
user_entries,
user_summary=_build_user_summary(
user_entries[0].user,
user_entries,
language=filters.language,
),
)
)
return reports
def build_day_details_report(actor, raw_filters) -> dict:
filters = load_report_filters(actor, raw_filters)
day_value = raw_filters.get("day") or raw_filters.get("date")
target_day = parse_date(day_value) if day_value else None
if not target_day:
raise serializers.ValidationError("A valid day is required.")
if target_day < filters.from_date or target_day > filters.to_date:
raise serializers.ValidationError("Requested day is outside the filtered period.")
entries = [
entry
for entry in _base_queryset(filters)
if _localize_datetime(entry.start_time).date() == target_day
]
summary = _summary_from_entries(entries)
return {
"scope": _scope_payload(filters),
"day": target_day.isoformat(),
"summary": summary,
"entries": [_entry_payload(entry) for entry in entries],
}