def consultant_detail(request, consultant_id):
"""Summary page of consultant activity"""
if not request.META.get('HTTP_X_REQUESTED_WITH') == 'XMLHttpRequest':
# This view should only be accessed by ajax request. Redirect lost users
return redirect(consultant_home, consultant_id)
try:
consultant = Consultant.objects.get(id=consultant_id)
staff = consultant.team(onlyActive=True)
month = date.today().replace(day=1)
# Compute user current mission based on forecast
missions = consultant.active_missions().filter(nature="PROD").filter(probability=100)
companies = Company.objects.filter(clientorganisation__client__lead__mission__timesheet__consultant=consultant).distinct()
business_territory = Company.objects.filter(businessOwner=consultant)
leads_as_responsible = set(consultant.lead_responsible.active())
leads_as_staffee = consultant.lead_set.active()
first_day = date.today().replace(day=1)
holidays = [h.day for h in Holiday.objects.all()]
month_days = working_days(first_day, holidays, upToToday=False)
done_days = consultant.done_days()
late = working_days(first_day, holidays, upToToday=True) - done_days
if late < 0:
late = 0 # Don't warn user if timesheet is ok !
to_be_done = month_days - late - done_days
forecasting_balance = month_days - consultant.forecasted_days()
monthTurnover = consultant.getTurnover(month)
lastMonthTurnover = None
day = date.today().day
while lastMonthTurnover is None:
try:
lastMonthTurnover = consultant.getTurnover(previousMonth(month), previousMonth(month).replace(day=day)) # Turnover for last month up to the same day
except ValueError:
# Corner case, last month has fewer days than current one. Go back one day and try again till it works.
lastMonthTurnover = None
day -= 1
if lastMonthTurnover:
turnoverVariation = 100 * (monthTurnover - lastMonthTurnover) / lastMonthTurnover
else:
turnoverVariation = 100
except Consultant.DoesNotExist:
raise Http404
return render(request, "people/consultant_detail.html",
{"consultant": consultant,
"staff": staff,
"missions": missions,
"companies": companies,
"business_territory": business_territory,
"leads_as_responsible": leads_as_responsible,
"leads_as_staffee": leads_as_staffee,
"done_days": done_days,
"late": late,
"to_be_done": to_be_done,
"month_days": month_days,
"forecasting_balance": forecasting_balance,
"month_turnover": monthTurnover,
"turnover_variation": turnoverVariation,
"user": request.user})
def compute_consultant_freetime(consultants,
missions,
months,
projections="full"):
"""Compute freetime except for missions we want to plan
projections: none, balanced or full. Similar to pdc review concept. Use mission probability"""
freetime = {}
holidays_days = Holiday.objects.all().values_list("day", flat=True)
wdays = {
month[0]: working_days(month[0], holidays_days)
for month in months
}
for consultant in consultants:
freetime[consultant.trigramme] = {}
for month in months:
current_staffings = consultant.staffing_set.filter(
staffing_date=month[0],
mission__probability__gt=0).exclude(mission__in=missions)
current_staffings = current_staffings.select_related()
if projections == "none":
current_staffings = current_staffings.filter(
mission__probability=100)
charge = 0
for staffing in current_staffings:
if projections == "full":
charge += staffing.charge
else:
charge += staffing.charge * staffing.mission.probability / 100
freetime[consultant.trigramme][month[1]] = max(
0, int(wdays[month[0]] - charge))
return freetime
def timesheet_is_up_to_date(self):
"""return tuple (previous month late days, current month late days). (0, 0) means everything is up to date. Current day is not included"""
Timesheet = apps.get_model("staffing", "Timesheet") # Get Timesheet with get_model to avoid circular imports
from staffing.utils import holidayDays # Idem
result = []
current_month = date.today().replace(day=1)
for month, up_to in ((previousMonth(current_month), current_month), (current_month, date.today())):
wd = working_days(month, holidayDays(month=month),upToToday=True)
td = list(Timesheet.objects.filter(consultant=self, working_date__lt=up_to, working_date__gte=month).aggregate(Sum("charge")).values())[0] or 0
result.append(wd - td)
return result
def timesheet_is_up_to_date(self):
"""return tuple (previous month late days, current month late days). (0, 0) means everything is up to date. Current day is not included"""
Timesheet = apps.get_model(
"staffing", "Timesheet"
) # Get Timesheet with get_model to avoid circular imports
from staffing.utils import holidayDays # Idem
result = []
current_month = date.today().replace(day=1)
for month, up_to in ((previousMonth(current_month), current_month),
(current_month, date.today())):
wd = working_days(month, holidayDays(month=month), upToToday=True)
td = Timesheet.objects.filter(consultant=self,
working_date__lt=up_to,
working_date__gte=month).aggregate(
Sum("charge")).values()[0] or 0
result.append(wd - td)
return result
def consultant_detail(request, consultant_id):
"""Summary page of consultant activity"""
if not request.META.get('HTTP_X_REQUESTED_WITH') == 'XMLHttpRequest':
# This view should only be accessed by ajax request. Redirect lost users
return redirect("people:consultant_home_by_id", consultant_id)
try:
consultant = Consultant.objects.get(id=consultant_id)
staff = consultant.team(onlyActive=True)
month = date.today().replace(day=1)
# Compute consultant current mission based on forecast
missions = consultant.active_missions().filter(nature="PROD").filter(lead__state="WON")
# Identify staled missions that may need new staffing or archiving
staled_missions = [m for m in missions if m.no_more_staffing_since()]
# Consultant clients and missions
companies = Company.objects.filter(clientorganisation__client__lead__mission__timesheet__consultant=consultant).distinct()
business_territory = Company.objects.filter(businessOwner=consultant)
leads_as_responsible = set(consultant.lead_responsible.active())
leads_as_staffee = consultant.lead_set.active()
# Timesheet donut data
holidays = [h.day for h in Holiday.objects.all()]
month_days = working_days(month, holidays, upToToday=False)
done_days = consultant.done_days()
late = working_days(month, holidays, upToToday=True) - done_days
if late < 0:
late = 0 # Don't warn user if timesheet is ok !
# Forecast donut data
forecasted = consultant.forecasted_days()
to_be_done = month_days - late - done_days
forecasting_balance = month_days - forecasted
if forecasting_balance < 0:
overhead = -forecasting_balance
missing = 0
else:
overhead = 0
missing = forecasting_balance
# Turnover
monthTurnover = consultant.getTurnover(month)
lastMonthTurnover = None
day = date.today().day
while lastMonthTurnover is None:
try:
lastMonthTurnover = consultant.getTurnover(previousMonth(month), previousMonth(month).replace(day=day)) # Turnover for last month up to the same day
except ValueError:
# Corner case, last month has fewer days than current one. Go back one day and try again till it works.
lastMonthTurnover = None
day -= 1
if lastMonthTurnover:
turnoverVariation = 100 * (monthTurnover - lastMonthTurnover) / lastMonthTurnover
else:
turnoverVariation = 100
# Daily rate
fc = consultant.getFinancialConditions(month, nextMonth(month))
if fc:
daily_rate = int(sum([rate * days for rate, days in fc]) / sum([days for rate, days in fc]))
else:
daily_rate = 0
daily_rate_objective = consultant.getRateObjective(workingDate=month, rate_type="DAILY_RATE")
if daily_rate_objective:
daily_rate_objective = daily_rate_objective.rate
else:
daily_rate_objective = daily_rate
if daily_rate > daily_rate_objective:
daily_overhead = daily_rate - daily_rate_objective
daily_missing = 0
daily_rate -= daily_overhead
else:
daily_overhead = 0
daily_missing = daily_rate_objective - daily_rate
# Production rate
prod_rate = round(100 * consultant.getProductionRate(month, nextMonth(month)), 1)
prod_rate_objective = consultant.getRateObjective(workingDate=month, rate_type="PROD_RATE")
if prod_rate_objective:
prod_rate_objective = prod_rate_objective.rate
else:
prod_rate_objective = prod_rate
if prod_rate > prod_rate_objective:
prod_overhead = round(prod_rate - prod_rate_objective, 1)
prod_missing = 0
prod_rate -= prod_overhead
else:
prod_overhead = 0
prod_missing = round(prod_rate_objective - prod_rate, 1)
except Consultant.DoesNotExist:
raise Http404
return render(request, "people/consultant_detail.html",
{"consultant": consultant,
"staff": staff,
"missions": missions,
"staled_missions": staled_missions,
"companies": companies,
"business_territory": business_territory,
"leads_as_responsible": leads_as_responsible,
"leads_as_staffee": leads_as_staffee,
"done_days": done_days,
"late": late,
"to_be_done": to_be_done,
"forecasted": forecasted,
"missing": missing,
"overhead": overhead,
"prod_rate": prod_rate,
"prod_overhead": prod_overhead,
"prod_missing": prod_missing,
"daily_rate": daily_rate,
"daily_overhead": daily_overhead,
"daily_missing": daily_missing,
"month_days": month_days,
"forecasting_balance": forecasting_balance,
"month_turnover": monthTurnover,
"turnover_variation": turnoverVariation,
"user": request.user})
def pre_billing(request, year=None, month=None, mine=False):
"""Pre billing page: help to identify bills to send"""
if year and month:
month = date(int(year), int(month), 1)
else:
month = previousMonth(date.today())
next_month = nextMonth(month)
timeSpentBilling = {
} # Key is lead, value is total and dict of mission(total, Mission billingData)
rates = {} # Key is mission, value is Consultant rates dict
try:
billing_consultant = Consultant.objects.get(
trigramme__iexact=request.user.username)
except Consultant.DoesNotExist:
billing_consultant = None
mine = False
# Check consultant timesheet to hint if billing could be done based on a clean state
timesheet_ok = {}
for consultant in Consultant.objects.filter(active=True,
subcontractor=False):
missions = consultant.timesheet_missions(month=month)
timesheetData, timesheetTotal, warning = gatherTimesheetData(
consultant, missions, month)
days = sum([v for (k, v) in timesheetTotal.items() if k != "ticket"
]) # Compute timesheet days. Remove lunch ticket count
if days == working_days(month, holidayDays(month=month)):
timesheet_ok[consultant.id] = True
else:
timesheet_ok[consultant.id] = False
fixedPriceMissions = Mission.objects.filter(
nature="PROD",
billing_mode="FIXED_PRICE",
timesheet__working_date__gte=month,
timesheet__working_date__lt=next_month)
undefinedBillingModeMissions = Mission.objects.filter(
nature="PROD",
billing_mode=None,
timesheet__working_date__gte=month,
timesheet__working_date__lt=next_month)
if mine:
fixedPriceMissions = fixedPriceMissions.filter(
Q(lead__responsible=billing_consultant)
| Q(responsible=billing_consultant))
undefinedBillingModeMissions = undefinedBillingModeMissions.filter(
Q(lead__responsible=billing_consultant)
| Q(responsible=billing_consultant))
fixedPriceMissions = fixedPriceMissions.order_by("lead").distinct()
undefinedBillingModeMissions = undefinedBillingModeMissions.order_by(
"lead").distinct()
timesheets = Timesheet.objects.filter(working_date__gte=month,
working_date__lt=next_month,
mission__nature="PROD",
mission__billing_mode="TIME_SPENT")
if mine:
timesheets = timesheets.filter(
Q(mission__lead__responsible=billing_consultant)
| Q(mission__responsible=billing_consultant))
timesheet_data = timesheets.order_by(
"mission__lead",
"consultant").values_list("mission",
"consultant").annotate(Sum("charge"))
for mission_id, consultant_id, charge in timesheet_data:
mission = Mission.objects.select_related("lead").get(id=mission_id)
if mission.lead:
lead = mission.lead
else:
# Bad data, mission with nature prod without lead... This should not happened
continue
consultant = Consultant.objects.get(id=consultant_id)
if not mission in rates:
rates[mission] = mission.consultant_rates()
if not lead in timeSpentBilling:
timeSpentBilling[lead] = [0.0,
{}] # Lead Total and dict of mission
if not mission in timeSpentBilling[lead][1]:
timeSpentBilling[lead][1][mission] = [
0.0, []
] # Mission Total and detail per consultant
total = charge * rates[mission][consultant][0]
timeSpentBilling[lead][0] += total
timeSpentBilling[lead][1][mission][0] += total
timeSpentBilling[lead][1][mission][1].append([
consultant,
to_int_or_round(charge, 2), rates[mission][consultant][0], total,
timesheet_ok.get(consultant_id, True)
])
# Sort data
timeSpentBilling = timeSpentBilling.items()
timeSpentBilling.sort(key=lambda x: x[0].deal_id)
return render(
request, "billing/pre_billing.html", {
"time_spent_billing": timeSpentBilling,
"fixed_price_missions": fixedPriceMissions,
"undefined_billing_mode_missions": undefinedBillingModeMissions,
"month": month,
"mine": mine,
"user": request.user
})
def pre_billing(request, year=None, month=None, mine=False):
"""Pre billing page: help to identify bills to send"""
if year and month:
month = date(int(year), int(month), 1)
else:
month = previousMonth(date.today())
next_month = nextMonth(month)
timeSpentBilling = {} # Key is lead, value is total and dict of mission(total, Mission billingData)
rates = {} # Key is mission, value is Consultant rates dict
try:
billing_consultant = Consultant.objects.get(trigramme__iexact=request.user.username)
except Consultant.DoesNotExist:
billing_consultant = None
mine = False
# Check consultant timesheet to hint if billing could be done based on a clean state
timesheet_ok = {}
for consultant in Consultant.objects.filter(active=True, subcontractor=False):
missions = consultant.timesheet_missions(month=month)
timesheetData, timesheetTotal, warning = gatherTimesheetData(consultant, missions, month)
days = sum([v for (k,v) in timesheetTotal.items() if k!="ticket"]) # Compute timesheet days. Remove lunch ticket count
if days == working_days(month, holidayDays(month=month)):
timesheet_ok[consultant.id] = True
else:
timesheet_ok[consultant.id] = False
fixedPriceMissions = Mission.objects.filter(nature="PROD", billing_mode="FIXED_PRICE",
timesheet__working_date__gte=month,
timesheet__working_date__lt=next_month)
undefinedBillingModeMissions = Mission.objects.filter(nature="PROD", billing_mode=None,
timesheet__working_date__gte=month,
timesheet__working_date__lt=next_month)
if mine:
fixedPriceMissions = fixedPriceMissions.filter(Q(lead__responsible=billing_consultant) | Q(responsible=billing_consultant))
undefinedBillingModeMissions = undefinedBillingModeMissions.filter(Q(lead__responsible=billing_consultant) | Q(responsible=billing_consultant))
fixedPriceMissions = fixedPriceMissions.order_by("lead").distinct()
undefinedBillingModeMissions = undefinedBillingModeMissions.order_by("lead").distinct()
timesheets = Timesheet.objects.filter(working_date__gte=month, working_date__lt=next_month,
mission__nature="PROD", mission__billing_mode="TIME_SPENT")
if mine:
timesheets = timesheets.filter(Q(mission__lead__responsible=billing_consultant) | Q(mission__responsible=billing_consultant))
timesheet_data = timesheets.order_by("mission__lead", "consultant").values_list("mission", "consultant").annotate(Sum("charge"))
for mission_id, consultant_id, charge in timesheet_data:
mission = Mission.objects.select_related("lead").get(id=mission_id)
if mission.lead:
lead = mission.lead
else:
# Bad data, mission with nature prod without lead... This should not happened
continue
consultant = Consultant.objects.get(id=consultant_id)
if not mission in rates:
rates[mission] = mission.consultant_rates()
if not lead in timeSpentBilling:
timeSpentBilling[lead] = [0.0, {}] # Lead Total and dict of mission
if not mission in timeSpentBilling[lead][1]:
timeSpentBilling[lead][1][mission] = [0.0, []] # Mission Total and detail per consultant
total = charge * rates[mission][consultant][0]
timeSpentBilling[lead][0] += total
timeSpentBilling[lead][1][mission][0] += total
timeSpentBilling[lead][1][mission][1].append([consultant, to_int_or_round(charge, 2), rates[mission][consultant][0], total, timesheet_ok.get(consultant_id, True)])
# Sort data
timeSpentBilling = timeSpentBilling.items()
timeSpentBilling.sort(key=lambda x: x[0].deal_id)
return render(request, "billing/pre_billing.html",
{"time_spent_billing": timeSpentBilling,
"fixed_price_missions": fixedPriceMissions,
"undefined_billing_mode_missions": undefinedBillingModeMissions,
"month": month,
"mine": mine,
"user": request.user})
def consultant_detail(request, consultant_id):
"""Summary page of consultant activity"""
if not request.META.get('HTTP_X_REQUESTED_WITH') == 'XMLHttpRequest':
# This view should only be accessed by ajax request. Redirect lost users
return redirect("people:consultant_home_by_id", consultant_id)
try:
consultant = Consultant.objects.get(id=consultant_id)
staff = consultant.team(onlyActive=True)
month = date.today().replace(day=1)
# Compute consultant current mission based on forecast
missions = consultant.active_missions().filter(nature="PROD").filter(lead__state="WON")
# Identify staled missions that may need new staffing or archiving
staled_missions = [m for m in missions if m.no_more_staffing_since()]
# Consultant clients and missions
business_territory = Company.objects.filter(businessOwner=consultant)
leads_as_responsible = set(consultant.lead_responsible.active())
leads_as_staffee = consultant.lead_set.active()
# Timesheet donut data
holidays = [h.day for h in Holiday.objects.all()]
month_days = working_days(month, holidays, upToToday=False)
done_days = consultant.done_days()
late = working_days(month, holidays, upToToday=True) - done_days
if late < 0:
late = 0 # Don't warn user if timesheet is ok !
# Forecast donut data
forecasted = consultant.forecasted_days()
to_be_done = month_days - late - done_days
forecasting_balance = month_days - forecasted
if forecasting_balance < 0:
overhead = -forecasting_balance
missing = 0
else:
overhead = 0
missing = forecasting_balance
# Turnover
monthTurnover = consultant.getTurnover(month)
lastMonthTurnover = None
day = date.today().day
while lastMonthTurnover is None:
try:
lastMonthTurnover = consultant.getTurnover(previousMonth(month), previousMonth(month).replace(day=day)) # Turnover for last month up to the same day
except ValueError:
# Corner case, last month has fewer days than current one. Go back one day and try again till it works.
lastMonthTurnover = None
day -= 1
if lastMonthTurnover:
turnoverVariation = 100 * (monthTurnover - lastMonthTurnover) / lastMonthTurnover
else:
turnoverVariation = 100
# Daily rate
fc = consultant.getFinancialConditions(month, nextMonth(month))
if fc:
daily_rate = int(sum([rate * days for rate, days in fc]) / sum([days for rate, days in fc]))
else:
daily_rate = 0
daily_rate_objective = consultant.getRateObjective(workingDate=month, rate_type="DAILY_RATE")
if daily_rate_objective:
daily_rate_objective = daily_rate_objective.rate
else:
daily_rate_objective = daily_rate
if daily_rate > daily_rate_objective:
daily_overhead = daily_rate - daily_rate_objective
daily_missing = 0
daily_rate -= daily_overhead
else:
daily_overhead = 0
daily_missing = daily_rate_objective - daily_rate
# Production rate
prod_rate = round(100 * consultant.getProductionRate(month, nextMonth(month)), 1)
prod_rate_objective = consultant.getRateObjective(workingDate=month, rate_type="PROD_RATE")
if prod_rate_objective:
prod_rate_objective = prod_rate_objective.rate
else:
prod_rate_objective = prod_rate
if prod_rate > prod_rate_objective:
prod_overhead = round(prod_rate - prod_rate_objective, 1)
prod_missing = 0
prod_rate -= prod_overhead
else:
prod_overhead = 0
prod_missing = round(prod_rate_objective - prod_rate, 1)
except Consultant.DoesNotExist:
raise Http404
return render(request, "people/consultant_detail.html",
{"consultant": consultant,
"staff": staff,
"missions": missions,
"staled_missions": staled_missions,
"business_territory": business_territory,
"leads_as_responsible": leads_as_responsible,
"leads_as_staffee": leads_as_staffee,
"done_days": done_days,
"late": late,
"to_be_done": to_be_done,
"forecasted": forecasted,
"missing": missing,
"overhead": overhead,
"prod_rate": prod_rate,
"prod_overhead": prod_overhead,
"prod_missing": prod_missing,
"daily_rate": daily_rate,
"daily_overhead": daily_overhead,
"daily_missing": daily_missing,
"month_days": month_days,
"forecasting_balance": forecasting_balance,
"month_turnover": monthTurnover,
"turnover_variation": turnoverVariation,
"tasks": compute_consultant_tasks(consultant),
"user": request.user})
def consultant_detail(request, consultant_id):
"""Summary page of consultant activity"""
if not request.META.get('HTTP_X_REQUESTED_WITH') == 'XMLHttpRequest':
# This view should only be accessed by ajax request. Redirect lost users
return redirect(consultant_home, consultant_id)
try:
consultant = Consultant.objects.get(id=consultant_id)
staff = consultant.team(onlyActive=True)
month = date.today().replace(day=1)
# Compute user current mission based on forecast
missions = consultant.active_missions().filter(nature="PROD").filter(
probability=100)
companies = Company.objects.filter(
clientorganisation__client__lead__mission__timesheet__consultant=
consultant).distinct()
business_territory = Company.objects.filter(businessOwner=consultant)
leads_as_responsible = set(consultant.lead_responsible.active())
leads_as_staffee = consultant.lead_set.active()
first_day = date.today().replace(day=1)
holidays = [h.day for h in Holiday.objects.all()]
month_days = working_days(first_day, holidays, upToToday=False)
done_days = consultant.done_days()
late = working_days(first_day, holidays, upToToday=True) - done_days
if late < 0:
late = 0 # Don't warn user if timesheet is ok !
to_be_done = month_days - late - done_days
forecasting_balance = month_days - consultant.forecasted_days()
monthTurnover = consultant.getTurnover(month)
lastMonthTurnover = None
day = date.today().day
while lastMonthTurnover is None:
try:
lastMonthTurnover = consultant.getTurnover(
previousMonth(month),
previousMonth(month).replace(
day=day)) # Turnover for last month up to the same day
except ValueError:
# Corner case, last month has fewer days than current one. Go back one day and try again till it works.
lastMonthTurnover = None
day -= 1
if lastMonthTurnover:
turnoverVariation = 100 * (monthTurnover -
lastMonthTurnover) / lastMonthTurnover
else:
turnoverVariation = 100
except Consultant.DoesNotExist:
raise Http404
return render(
request, "people/consultant_detail.html", {
"consultant": consultant,
"staff": staff,
"missions": missions,
"companies": companies,
"business_territory": business_territory,
"leads_as_responsible": leads_as_responsible,
"leads_as_staffee": leads_as_staffee,
"done_days": done_days,
"late": late,
"to_be_done": to_be_done,
"month_days": month_days,
"forecasting_balance": forecasting_balance,
"month_turnover": monthTurnover,
"turnover_variation": turnoverVariation,
"user": request.user
})
