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

896 lines
34 KiB
Python

from __future__ import annotations
from collections import defaultdict
from dataclasses import dataclass, replace
from datetime import date, datetime, time, timedelta
from decimal import Decimal, ROUND_HALF_UP
from typing import Iterable
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,
}
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 _serialize_percentage_rows(shares: dict[str, dict], total_seconds: int) -> list[dict]:
if total_seconds <= 0:
return []
rows = []
for bucket in shares.values():
percentage = (
Decimal(bucket["seconds"]) * Decimal("100") / Decimal(total_seconds)
).quantize(Decimal("1"), rounding=ROUND_HALF_UP)
rows.append(
{
"id": bucket["id"],
"name": bucket["name"],
"percentage": f"{percentage}",
}
)
rows.sort(key=lambda item: (-Decimal(item["percentage"]), item["name"].lower()))
return rows
def _build_user_summary(user, entries: list[TimeEntry]) -> dict:
summary = _summary_from_entries(entries)
project_shares: dict[str, dict] = {}
client_shares: dict[str, dict] = {}
tag_shares: dict[str, dict] = {}
total_seconds = summary["billable_seconds"]
for entry in entries:
if not entry.is_billable:
continue
duration_seconds = get_entry_duration_seconds(entry)
if duration_seconds <= 0:
continue
if entry.project_id:
project_bucket = project_shares.setdefault(
str(entry.project_id),
{"id": str(entry.project_id), "name": entry.project.name, "seconds": 0},
)
project_bucket["seconds"] += duration_seconds
if entry.project and entry.project.client_id:
client_bucket = client_shares.setdefault(
str(entry.project.client_id),
{"id": str(entry.project.client_id), "name": entry.project.client.name, "seconds": 0},
)
client_bucket["seconds"] += duration_seconds
tags = list(entry.tags.all())
if tags:
allocated_seconds = Decimal(duration_seconds) / Decimal(len(tags))
for tag in tags:
tag_bucket = tag_shares.setdefault(
str(tag.id),
{"id": str(tag.id), "name": tag.name, "seconds": Decimal("0")},
)
tag_bucket["seconds"] += allocated_seconds
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": total_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_percentage_rows(project_shares, total_seconds),
"client_percentages": _serialize_percentage_rows(client_shares, total_seconds),
"tag_percentages": _serialize_percentage_rows(tag_shares, total_seconds),
}
def _build_user_summaries(entries: list[TimeEntry]) -> 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) 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]) -> dict:
project_shares: dict[str, dict] = {}
client_shares: dict[str, dict] = {}
tag_shares: dict[str, dict] = {}
total_seconds = 0
for entry in entries:
if not entry.is_billable:
continue
duration_seconds = get_entry_duration_seconds(entry)
if duration_seconds <= 0:
continue
total_seconds += duration_seconds
if entry.project_id:
project_bucket = project_shares.setdefault(
str(entry.project_id),
{"id": str(entry.project_id), "name": entry.project.name, "seconds": 0},
)
project_bucket["seconds"] += duration_seconds
if entry.project and entry.project.client_id:
client_bucket = client_shares.setdefault(
str(entry.project.client_id),
{"id": str(entry.project.client_id), "name": entry.project.client.name, "seconds": 0},
)
client_bucket["seconds"] += duration_seconds
tags = list(entry.tags.all())
if tags:
allocated_seconds = Decimal(duration_seconds) / Decimal(len(tags))
for tag in tags:
tag_bucket = tag_shares.setdefault(
str(tag.id),
{"id": str(tag.id), "name": tag.name, "seconds": Decimal("0")},
)
tag_bucket["seconds"] += allocated_seconds
return {
"project_percentages": _serialize_percentage_rows(project_shares, total_seconds),
"client_percentages": _serialize_percentage_rows(client_shares, total_seconds),
"tag_percentages": _serialize_percentage_rows(tag_shares, total_seconds),
}
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]:
start_dt = timezone.make_aware(datetime.combine(filters.from_date, time.min), timezone.get_current_timezone())
end_dt = timezone.make_aware(datetime.combine(filters.to_date + timedelta(days=1), time.min), timezone.get_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)
payload = {
"scope": _scope_payload(filters),
"summary": summary,
"days": _group_daily(entries, include_latest_rate=include_latest_rate),
"clients": _build_breakdown(entries, "clients"),
"projects": _build_breakdown(entries, "projects"),
"tags": _build_breakdown(entries, "tags"),
}
if filters.is_workspace_scope and not filters.user_id:
payload.update(_build_overall_percentage_payload(entries))
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) -> list[dict]:
data: dict[str, dict] = {}
for entry in entries:
if kind == "clients":
if not entry.project or not entry.project.client:
continue
item_id = str(entry.project.client_id)
item_name = entry.project.client.name
elif kind == "projects":
if not entry.project:
continue
item_id = str(entry.project_id)
item_name = entry.project.name
else:
if not entry.tags.exists():
continue
for tag in entry.tags.all():
bucket = data.setdefault(
str(tag.id),
{
"id": str(tag.id),
"name": tag.name,
"billable_seconds": 0,
"non_billable_seconds": 0,
"total_seconds": 0,
"income": _money_map(),
},
)
duration_seconds = get_entry_duration_seconds(entry)
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)
continue
bucket = data.setdefault(
item_id,
{
"id": item_id,
"name": item_name,
"billable_seconds": 0,
"non_billable_seconds": 0,
"total_seconds": 0,
"income": _money_map(),
},
)
duration_seconds = get_entry_duration_seconds(entry)
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))
user_summary = _build_user_summary(entries[0].user, entries) 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),
)
)
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],
}