mirror of
https://gitlab.com/flectra-community/mis-builder.git
synced 2024-11-16 19:22:04 +00:00
543 lines
19 KiB
Python
543 lines
19 KiB
Python
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# Copyright 2014 ACSONE SA/NV (<http://acsone.eu>)
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
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import logging
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from collections import OrderedDict, defaultdict
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from flectra import _
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from flectra.exceptions import UserError
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from .accounting_none import AccountingNone
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from .mis_kpi_data import ACC_SUM
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from .mis_safe_eval import DataError, mis_safe_eval
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from .simple_array import SimpleArray
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_logger = logging.getLogger(__name__)
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class KpiMatrixRow:
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# TODO: ultimately, the kpi matrix will become ignorant of KPI's and
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# accounts and know about rows, columns, sub columns and styles only.
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# It is already ignorant of period and only knowns about columns.
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# This will require a correct abstraction for expanding row details.
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def __init__(self, matrix, kpi, account_id=None, parent_row=None):
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self._matrix = matrix
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self.kpi = kpi
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self.account_id = account_id
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self.description = ""
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self.parent_row = parent_row
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if not self.account_id:
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self.style_props = self._matrix._style_model.merge(
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[self.kpi.report_id.style_id, self.kpi.style_id]
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)
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else:
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self.style_props = self._matrix._style_model.merge(
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[self.kpi.report_id.style_id, self.kpi.auto_expand_accounts_style_id]
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)
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@property
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def label(self):
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if not self.account_id:
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return self.kpi.description
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else:
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return self._matrix.get_account_name(self.account_id)
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@property
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def row_id(self):
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if not self.account_id:
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return self.kpi.name
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else:
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return f"{self.kpi.name}:{self.account_id}"
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def iter_cell_tuples(self, cols=None):
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if cols is None:
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cols = self._matrix.iter_cols()
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for col in cols:
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yield col.get_cell_tuple_for_row(self)
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def iter_cells(self, subcols=None):
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if subcols is None:
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subcols = self._matrix.iter_subcols()
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for subcol in subcols:
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yield subcol.get_cell_for_row(self)
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def is_empty(self):
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for cell in self.iter_cells():
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if cell and cell.val not in (AccountingNone, None):
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return False
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return True
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class KpiMatrixCol:
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def __init__(self, key, label, description, locals_dict, subkpis):
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self.key = key
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self.label = label
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self.description = description
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self.locals_dict = locals_dict
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self.colspan = subkpis and len(subkpis) or 1
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self._subcols = []
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self.subkpis = subkpis
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if not subkpis:
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subcol = KpiMatrixSubCol(self, "", "", 0)
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self._subcols.append(subcol)
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else:
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for i, subkpi in enumerate(subkpis):
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subcol = KpiMatrixSubCol(self, subkpi.description, "", i)
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self._subcols.append(subcol)
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self._cell_tuples_by_row = {} # {row: (cells tuple)}
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def _set_cell_tuple(self, row, cell_tuple):
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self._cell_tuples_by_row[row] = cell_tuple
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def iter_subcols(self):
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return self._subcols
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def iter_cell_tuples(self):
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return self._cell_tuples_by_row.values()
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def get_cell_tuple_for_row(self, row):
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return self._cell_tuples_by_row.get(row)
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class KpiMatrixSubCol:
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def __init__(self, col, label, description, index=0):
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self.col = col
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self.label = label
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self.description = description
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self.index = index
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@property
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def subkpi(self):
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if self.col.subkpis:
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return self.col.subkpis[self.index]
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def iter_cells(self):
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for cell_tuple in self.col.iter_cell_tuples():
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yield cell_tuple[self.index]
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def get_cell_for_row(self, row):
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cell_tuple = self.col.get_cell_tuple_for_row(row)
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if cell_tuple is None:
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return None
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return cell_tuple[self.index]
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class KpiMatrixCell: # noqa: B903 (immutable data class)
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def __init__(
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self,
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row,
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subcol,
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val,
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val_rendered,
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val_comment,
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style_props,
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drilldown_arg,
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val_type,
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):
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self.row = row
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self.subcol = subcol
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self.val = val
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self.val_rendered = val_rendered
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self.val_comment = val_comment
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self.style_props = style_props
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self.drilldown_arg = drilldown_arg
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self.val_type = val_type
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class KpiMatrix:
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def __init__(self, env, multi_company=False, account_model="account.account"):
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# cache language id for faster rendering
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lang_model = env["res.lang"]
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self.lang = lang_model._lang_get(env.user.lang)
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self._style_model = env["mis.report.style"]
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self._account_model = env[account_model]
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# data structures
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# { kpi: KpiMatrixRow }
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self._kpi_rows = OrderedDict()
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# { kpi: {account_id: KpiMatrixRow} }
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self._detail_rows = {}
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# { col_key: KpiMatrixCol }
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self._cols = OrderedDict()
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# { col_key (left of comparison): [(col_key, base_col_key)] }
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self._comparison_todo = defaultdict(list)
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# { col_key (left of sum): (col_key, [(sign, sum_col_key)])
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self._sum_todo = {}
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# { account_id: account_name }
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self._account_names = {}
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self._multi_company = multi_company
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def declare_kpi(self, kpi):
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"""Declare a new kpi (row) in the matrix.
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Invoke this first for all kpi, in display order.
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"""
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self._kpi_rows[kpi] = KpiMatrixRow(self, kpi)
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self._detail_rows[kpi] = {}
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def declare_col(self, col_key, label, description, locals_dict, subkpis):
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"""Declare a new column, giving it an identifier (key).
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Invoke the declare_* methods in display order.
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"""
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col = KpiMatrixCol(col_key, label, description, locals_dict, subkpis)
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self._cols[col_key] = col
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return col
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def declare_comparison(
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self, cmpcol_key, col_key, base_col_key, label, description=None
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):
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"""Declare a new comparison column.
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Invoke the declare_* methods in display order.
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"""
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self._comparison_todo[cmpcol_key] = (col_key, base_col_key, label, description)
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self._cols[cmpcol_key] = None # reserve slot in insertion order
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def declare_sum(
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self, sumcol_key, col_to_sum_keys, label, description=None, sum_accdet=False
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):
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"""Declare a new summation column.
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Invoke the declare_* methods in display order.
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:param col_to_sum_keys: [(sign, col_key)]
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"""
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self._sum_todo[sumcol_key] = (col_to_sum_keys, label, description, sum_accdet)
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self._cols[sumcol_key] = None # reserve slot in insertion order
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def set_values(self, kpi, col_key, vals, drilldown_args, tooltips=True):
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"""Set values for a kpi and a colum.
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Invoke this after declaring the kpi and the column.
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"""
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self.set_values_detail_account(
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kpi, col_key, None, vals, drilldown_args, tooltips
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)
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def set_values_detail_account(
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self, kpi, col_key, account_id, vals, drilldown_args, tooltips=True
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):
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"""Set values for a kpi and a column and a detail account.
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Invoke this after declaring the kpi and the column.
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"""
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if not account_id:
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row = self._kpi_rows[kpi]
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else:
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kpi_row = self._kpi_rows[kpi]
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if account_id in self._detail_rows[kpi]:
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row = self._detail_rows[kpi][account_id]
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else:
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row = KpiMatrixRow(self, kpi, account_id, parent_row=kpi_row)
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self._detail_rows[kpi][account_id] = row
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col = self._cols[col_key]
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cell_tuple = []
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assert len(vals) == col.colspan
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assert len(drilldown_args) == col.colspan
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for val, drilldown_arg, subcol in zip(
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vals, drilldown_args, col.iter_subcols(), strict=True
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):
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if isinstance(val, DataError):
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val_rendered = val.name
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val_comment = val.msg
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else:
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val_rendered = self._style_model.render(
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self.lang, row.style_props, kpi.type, val
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)
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if row.kpi.multi and subcol.subkpi:
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val_comment = "{}.{} = {}".format(
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row.kpi.name,
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subcol.subkpi.name,
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row.kpi._get_expression_str_for_subkpi(subcol.subkpi),
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)
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else:
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val_comment = f"{row.kpi.name} = {row.kpi.expression}"
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cell_style_props = row.style_props
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if row.kpi.style_expression:
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# evaluate style expression
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try:
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style_name = mis_safe_eval(
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row.kpi.style_expression, col.locals_dict
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)
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except Exception:
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_logger.error(
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"Error evaluating style expression <%s>",
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row.kpi.style_expression,
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exc_info=True,
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)
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if style_name:
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style = self._style_model.search([("name", "=", style_name)])
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if style:
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cell_style_props = self._style_model.merge(
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[row.style_props, style[0]]
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)
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else:
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_logger.error("Style '%s' not found.", style_name)
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cell = KpiMatrixCell(
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row,
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subcol,
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val,
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val_rendered,
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tooltips and val_comment or None,
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cell_style_props,
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drilldown_arg,
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kpi.type,
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)
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cell_tuple.append(cell)
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assert len(cell_tuple) == col.colspan
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col._set_cell_tuple(row, cell_tuple)
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def _common_subkpis(self, cols):
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if not cols:
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return set()
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common_subkpis = set(cols[0].subkpis)
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for col in cols[1:]:
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common_subkpis = common_subkpis & set(col.subkpis)
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return common_subkpis
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def compute_comparisons(self):
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"""Compute comparisons.
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Invoke this after setting all values.
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"""
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for (
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cmpcol_key,
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(col_key, base_col_key, label, description),
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) in self._comparison_todo.items():
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col = self._cols[col_key]
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base_col = self._cols[base_col_key]
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common_subkpis = self._common_subkpis([col, base_col])
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if (col.subkpis or base_col.subkpis) and not common_subkpis:
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raise UserError(
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_(
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"Columns %(descr)s and %(base_descr)s are not comparable",
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descr=col.description,
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base_descr=base_col.description,
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)
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)
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if not label:
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label = f"{col.label} vs {base_col.label}"
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comparison_col = KpiMatrixCol(
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cmpcol_key,
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label,
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description,
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{},
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sorted(common_subkpis, key=lambda s: s.sequence),
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)
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self._cols[cmpcol_key] = comparison_col
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for row in self.iter_rows():
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cell_tuple = col.get_cell_tuple_for_row(row)
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base_cell_tuple = base_col.get_cell_tuple_for_row(row)
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if cell_tuple is None and base_cell_tuple is None:
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continue
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if cell_tuple is None:
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vals = [AccountingNone] * (len(common_subkpis) or 1)
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else:
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vals = [
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cell.val
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for cell in cell_tuple
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if not common_subkpis or cell.subcol.subkpi in common_subkpis
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]
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if base_cell_tuple is None:
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base_vals = [AccountingNone] * (len(common_subkpis) or 1)
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else:
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base_vals = [
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cell.val
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for cell in base_cell_tuple
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if not common_subkpis or cell.subcol.subkpi in common_subkpis
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]
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comparison_cell_tuple = []
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for val, base_val, comparison_subcol in zip(
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vals,
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base_vals,
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comparison_col.iter_subcols(),
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strict=True,
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):
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# TODO FIXME average factors
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comparison = self._style_model.compare_and_render(
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self.lang,
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row.style_props,
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row.kpi.type,
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row.kpi.compare_method,
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val,
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base_val,
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1,
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1,
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)
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delta, delta_r, delta_style, delta_type = comparison
|
||
|
|
comparison_cell_tuple.append(
|
||
|
|
KpiMatrixCell(
|
||
|
|
row,
|
||
|
|
comparison_subcol,
|
||
|
|
delta,
|
||
|
|
delta_r,
|
||
|
|
None,
|
||
|
|
delta_style,
|
||
|
|
None,
|
||
|
|
delta_type,
|
||
|
|
)
|
||
|
|
)
|
||
|
|
comparison_col._set_cell_tuple(row, comparison_cell_tuple)
|
||
|
|
|
||
|
|
def compute_sums(self):
|
||
|
|
"""Compute comparisons.
|
||
|
|
|
||
|
|
Invoke this after setting all values.
|
||
|
|
"""
|
||
|
|
for (
|
||
|
|
sumcol_key,
|
||
|
|
(col_to_sum_keys, label, description, sum_accdet),
|
||
|
|
) in self._sum_todo.items():
|
||
|
|
sumcols = [self._cols[k] for (sign, k) in col_to_sum_keys]
|
||
|
|
# TODO check all sumcols are resolved; we need a kind of
|
||
|
|
# recompute queue here so we don't depend on insertion
|
||
|
|
# order
|
||
|
|
common_subkpis = self._common_subkpis(sumcols)
|
||
|
|
if any(c.subkpis for c in sumcols) and not common_subkpis:
|
||
|
|
raise UserError(
|
||
|
|
_(
|
||
|
|
"Sum cannot be computed in column {} "
|
||
|
|
"because the columns to sum have no "
|
||
|
|
"common subkpis"
|
||
|
|
).format(label)
|
||
|
|
)
|
||
|
|
sum_col = KpiMatrixCol(
|
||
|
|
sumcol_key,
|
||
|
|
label,
|
||
|
|
description,
|
||
|
|
{},
|
||
|
|
sorted(common_subkpis, key=lambda s: s.sequence),
|
||
|
|
)
|
||
|
|
self._cols[sumcol_key] = sum_col
|
||
|
|
for row in self.iter_rows():
|
||
|
|
acc = SimpleArray([AccountingNone] * (len(common_subkpis) or 1))
|
||
|
|
if row.kpi.accumulation_method == ACC_SUM and not (
|
||
|
|
row.account_id and not sum_accdet
|
||
|
|
):
|
||
|
|
for sign, col_to_sum in col_to_sum_keys:
|
||
|
|
cell_tuple = self._cols[col_to_sum].get_cell_tuple_for_row(row)
|
||
|
|
if cell_tuple is None:
|
||
|
|
vals = [AccountingNone] * (len(common_subkpis) or 1)
|
||
|
|
else:
|
||
|
|
vals = [
|
||
|
|
cell.val
|
||
|
|
for cell in cell_tuple
|
||
|
|
if not common_subkpis
|
||
|
|
or cell.subcol.subkpi in common_subkpis
|
||
|
|
]
|
||
|
|
if sign == "+":
|
||
|
|
acc += SimpleArray(vals)
|
||
|
|
else:
|
||
|
|
acc -= SimpleArray(vals)
|
||
|
|
self.set_values_detail_account(
|
||
|
|
row.kpi,
|
||
|
|
sumcol_key,
|
||
|
|
row.account_id,
|
||
|
|
acc,
|
||
|
|
[None] * (len(common_subkpis) or 1),
|
||
|
|
tooltips=False,
|
||
|
|
)
|
||
|
|
|
||
|
|
def iter_rows(self):
|
||
|
|
"""Iterate rows in display order.
|
||
|
|
|
||
|
|
yields KpiMatrixRow.
|
||
|
|
"""
|
||
|
|
for kpi_row in self._kpi_rows.values():
|
||
|
|
yield kpi_row
|
||
|
|
detail_rows = self._detail_rows[kpi_row.kpi].values()
|
||
|
|
detail_rows = sorted(detail_rows, key=lambda r: r.label)
|
||
|
|
yield from detail_rows
|
||
|
|
|
||
|
|
def iter_cols(self):
|
||
|
|
"""Iterate columns in display order.
|
||
|
|
|
||
|
|
yields KpiMatrixCol: one for each column or comparison.
|
||
|
|
"""
|
||
|
|
for _col_key, col in self._cols.items():
|
||
|
|
yield col
|
||
|
|
|
||
|
|
def iter_subcols(self):
|
||
|
|
"""Iterate sub columns in display order.
|
||
|
|
|
||
|
|
yields KpiMatrixSubCol: one for each subkpi in each column
|
||
|
|
and comparison.
|
||
|
|
"""
|
||
|
|
for col in self.iter_cols():
|
||
|
|
yield from col.iter_subcols()
|
||
|
|
|
||
|
|
def _load_account_names(self):
|
||
|
|
account_ids = set()
|
||
|
|
for detail_rows in self._detail_rows.values():
|
||
|
|
account_ids.update(detail_rows.keys())
|
||
|
|
accounts = self._account_model.search([("id", "in", list(account_ids))])
|
||
|
|
self._account_names = {a.id: self._get_account_name(a) for a in accounts}
|
||
|
|
|
||
|
|
def _get_account_name(self, account):
|
||
|
|
result = f"{account.code} {account.name}"
|
||
|
|
if self._multi_company:
|
||
|
|
result = f"{result} [{account.company_id.name}]"
|
||
|
|
return result
|
||
|
|
|
||
|
|
def get_account_name(self, account_id):
|
||
|
|
if account_id not in self._account_names:
|
||
|
|
self._load_account_names()
|
||
|
|
return self._account_names[account_id]
|
||
|
|
|
||
|
|
def as_dict(self):
|
||
|
|
header = [{"cols": []}, {"cols": []}]
|
||
|
|
for col in self.iter_cols():
|
||
|
|
header[0]["cols"].append(
|
||
|
|
{
|
||
|
|
"label": col.label,
|
||
|
|
"description": col.description,
|
||
|
|
"colspan": col.colspan,
|
||
|
|
}
|
||
|
|
)
|
||
|
|
for subcol in col.iter_subcols():
|
||
|
|
header[1]["cols"].append(
|
||
|
|
{
|
||
|
|
"label": subcol.label,
|
||
|
|
"description": subcol.description,
|
||
|
|
"colspan": 1,
|
||
|
|
}
|
||
|
|
)
|
||
|
|
|
||
|
|
body = []
|
||
|
|
for row in self.iter_rows():
|
||
|
|
if (
|
||
|
|
row.style_props.hide_empty and row.is_empty()
|
||
|
|
) or row.style_props.hide_always:
|
||
|
|
continue
|
||
|
|
row_data = {
|
||
|
|
"row_id": row.row_id,
|
||
|
|
"parent_row_id": (row.parent_row and row.parent_row.row_id or None),
|
||
|
|
"label": row.label,
|
||
|
|
"description": row.description,
|
||
|
|
"style": self._style_model.to_css_style(row.style_props),
|
||
|
|
"cells": [],
|
||
|
|
}
|
||
|
|
for cell in row.iter_cells():
|
||
|
|
if cell is None:
|
||
|
|
# TODO use subcol style here
|
||
|
|
row_data["cells"].append({})
|
||
|
|
else:
|
||
|
|
if cell.val is AccountingNone or isinstance(cell.val, DataError):
|
||
|
|
val = None
|
||
|
|
else:
|
||
|
|
val = cell.val
|
||
|
|
col_data = {
|
||
|
|
"val": val,
|
||
|
|
"val_r": cell.val_rendered,
|
||
|
|
"val_c": cell.val_comment,
|
||
|
|
"style": self._style_model.to_css_style(
|
||
|
|
cell.style_props, no_indent=True
|
||
|
|
),
|
||
|
|
}
|
||
|
|
if cell.drilldown_arg:
|
||
|
|
col_data["drilldown_arg"] = cell.drilldown_arg
|
||
|
|
row_data["cells"].append(col_data)
|
||
|
|
body.append(row_data)
|
||
|
|
|
||
|
|
return {"header": header, "body": body}
|