def statistics(self):
from workbench.reporting.project_budget_statistics import (
project_budget_statistics, )
pbs = project_budget_statistics(self.projects.all())
overall = pbs["overall"]
overall["gross_margin_per_hour"] = (
(overall["invoiced"] - overall["third_party_costs"]) /
overall["hours"] if overall["hours"] else None)
pbs["statistics"] = sorted(pbs["statistics"],
key=lambda s: s["project"])
return pbs
def statistics(self):
from workbench.reporting.project_budget_statistics import (
project_budget_statistics, )
pbs = project_budget_statistics(self.project_set.all())["overall"]
invoices = (self.invoice_set.invoiced().filter(
project__isnull=True).order_by().aggregate(
Sum("total_excl_tax"), Sum("third_party_costs")))
pbs["invoiced"] += invoices["total_excl_tax__sum"] or Z2
pbs["third_party_costs"] += invoices["third_party_costs__sum"] or Z2
pbs["gross_margin_per_hour"] = (
(pbs["invoiced"] - pbs["third_party_costs"]) /
pbs["hours"] if pbs["hours"] else None)
return pbs
def project_budget_statistics_view(request, form):
statistics = project_budget_statistics.project_budget_statistics(
form.queryset(), cutoff_date=form.cleaned_data.get("cutoff_date")
)
if form.cleaned_data.get("closed_during_the_last_year"):
statistics["statistics"] = sorted(
statistics["statistics"], key=lambda s: s["project"].closed_on, reverse=True
)
if request.GET.get("export") == "xlsx" and statistics["statistics"]:
xlsx = WorkbenchXLSXDocument()
xlsx.project_budget_statistics(statistics)
return xlsx.to_response("project-budget-statistics.xlsx")
return render(
request,
"reporting/project_budget_statistics.html",
{"form": form, "statistics": statistics},
)
def accruals(self, cutoff_date):
projects = Project.objects.open(on=cutoff_date)
statistics = project_budget_statistics(projects,
cutoff_date=cutoff_date)
return statistics["overall"]["delta_negative"]
def test_not_archived_hours_grouped_services_green_hours_hpc(self):
"""Test a scenario"""
service1 = factories.ServiceFactory.create(effort_rate=180,
effort_type="Any")
service2 = factories.ServiceFactory.create(project=service1.project)
project = Project.objects.get()
self.assertEqual(project.not_archived_total, {
"total": Z2,
"hours_rate_undefined": Z1
})
factories.LoggedHoursFactory.create(service=service1, hours=10)
factories.LoggedHoursFactory.create(service=service2, hours=20)
factories.LoggedCostFactory.create(service=service1,
cost=0,
third_party_costs=0)
project = Project.objects.get()
self.assertEqual(
project.not_archived_total,
{
"total": Decimal("1800.00"),
"hours_rate_undefined": Decimal("20.00")
},
)
invoice = factories.InvoiceFactory.create(
project=project,
customer=project.customer,
contact=project.contact,
type=factories.Invoice.SERVICES,
invoiced_on=in_days(0),
status=Invoice.SENT,
)
invoice.create_services_from_logbook(project.services.all())
project = Project.objects.get()
self.assertEqual(project.not_archived_total, {
"total": Z2,
"hours_rate_undefined": Z1
})
hours = factories.LoggedHoursFactory.create(service=service1, hours=10)
project = Project.objects.get()
self.assertEqual(
project.not_archived_total,
{
"total": Decimal("1800.00"),
"hours_rate_undefined": Z1
},
)
self.assertEqual(project.project_invoices_total_excl_tax,
Decimal("1800.00"))
grouped = project.grouped_services
self.assertEqual(len(grouped["offers"]), 1)
self.assertIs(grouped["offers"][0][0], None) # Offer is None
self.assertEqual(grouped["logged_hours"], Decimal(40))
self.assertEqual(grouped["service_hours"], 0)
self.assertEqual(grouped["total_logged_cost"], Decimal(3600))
self.assertEqual(grouped["total_service_cost"], 0)
self.assertEqual(grouped["total_logged_hours_rate_undefined"],
Decimal(20))
self.assertEqual(grouped["total_service_hours_rate_undefined"], 0)
today = dt.date.today()
date_range = [dt.date(today.year, 1, 1), dt.date(today.year, 12, 31)]
hpc = hours_per_customer(date_range)
self.assertEqual(hpc["organizations"][0]["total_hours"], Decimal(40))
self.assertEqual(len(hpc["organizations"]), 1)
self.assertEqual(len(hpc["users"]), 3)
hpc = hours_per_customer(date_range, users=[hours.rendered_by])
self.assertEqual(hpc["organizations"][0]["total_hours"], Decimal(10))
self.assertEqual(len(hpc["organizations"]), 1)
self.assertEqual(len(hpc["users"]), 1)
stats = project_budget_statistics.project_budget_statistics(
Project.objects.all())
self.assertEqual(
stats["statistics"],
[{
"cost": Decimal("0.00"),
"delta": Decimal("1800.000"),
"effort_cost": Decimal("3600.000"),
"effort_hours_with_rate_undefined": Decimal("20.00"),
"hours": Decimal("40.00"),
"invoiced": Decimal("1800.00"),
"logbook": Decimal("3600.000"),
"not_archived": Decimal("10.0"),
"offered": Decimal("0.00"),
"project": project,
"third_party_costs": Decimal("0.00"),
}],
)
self.assertEqual(stats["overall"]["delta_positive"],
Decimal("1800.00"))
self.assertEqual(stats["overall"]["delta_negative"], Decimal("0.00"))