Files
ERP/backend/app/services/dashboard_service.py
T
2026-10-21 16:04:07 +03:30

981 lines
39 KiB
Python

"""Aggregation queries behind the MVP dashboard (warehouse + procurement).
Read-only service. Every function receives the resolved scope (PM → the list
of projects they manage; office roles → project_ids=None = whole
organization) plus an optional explicit project filter, and the optional
«What» filters (material_id / brand_id / specs_hash).
Quantities are NEVER mixed across units: inventory rows live in the
material's canonical unit, so stock aggregates carry their unit code and the
UI picks one unit at a time. Numeric results leave the service chart-ready
(floats); identifiers and labels are plain strings.
Response shapes mirror frontend/src/lib/types.ts (v2.8 dashboard DTOs)
exactly — this module is the server side of that contract.
"""
import uuid
from datetime import date as date_cls
from datetime import datetime, time, timedelta, timezone
from sqlalchemy import case, func, select
from sqlalchemy.ext.asyncio import AsyncSession
from sqlalchemy.orm import aliased
from app.models.catalog import Brand, BrandMaterial, Material, Unit
from app.models.inventory import InventoryItem, InventoryTransaction, Warehouse
from app.models.procurement import (
ItemDecision,
ItemReceipt,
LineItem,
Project,
Quote,
QuoteProjects,
)
from app.services.material_naming import (
material_entry_labels,
material_family_key,
spec_label_from_specs,
)
# برچسب مشخصه‌ی خالی (ردیف‌های دارای specs_hash پیش‌فرض)
DEFAULT_SPEC_LABEL = "بدون مشخصه (پیش‌فرض)"
# Iran has been on a fixed UTC+03:30 (no DST) since 2022 — «امروز» in the
# daily widgets means today at this offset.
TEHRAN = timezone(timedelta(hours=3, minutes=30))
# Flow buckets: outbound = site consumption + shrinkage; waste is reported
# separately so the UI can stack it as a distinct red segment inside the
# outbound bar. Transfers are excluded from the buckets (they are internal
# moves) but DO count toward the running balance.
OUTBOUND_TYPES = ("WITHDRAWAL", "DAMAGE", "WASTE", "LOSS")
WASTE_TYPES = ("DAMAGE", "WASTE", "LOSS")
# دسته‌های عملیاتی «کنترل روزانه» — تنها تراکنش‌هایی که در فید امروز دیده می‌شوند
OPS_CATEGORIES = ("outbound", "returns", "waste", "purchases")
OPS_TYPES = ("WITHDRAWAL", "RETURN", "DAMAGE", "WASTE", "LOSS", "PURCHASE")
def _ops_category(tx_type: str) -> str:
"""نوع تراکنش دفتر → دسته‌ی عملیاتی (خروج/برگشت/ضایعات/پذیرش)."""
if tx_type == "WITHDRAWAL":
return "outbound"
if tx_type == "RETURN":
return "returns"
if tx_type == "PURCHASE":
return "purchases"
return "waste" # DAMAGE / WASTE / LOSS
def _stock_filters(stmt, *, material_id=None, brand_id=None, specs_hash=None):
"""«What» filters for a statement that already joins inventory→material."""
if material_id is not None:
stmt = stmt.where(InventoryItem.material_id == material_id)
if brand_id is not None:
stmt = stmt.where(InventoryItem.brand_id == brand_id)
if specs_hash:
stmt = stmt.where(InventoryItem.specs_hash == specs_hash)
return stmt
def _scope_filters(stmt, *, project_ids, project_id):
"""warehouse.project_id restriction for the resolved dashboard scope."""
if project_id is not None:
stmt = stmt.where(Warehouse.project_id == project_id)
elif project_ids is not None:
stmt = stmt.where(Warehouse.project_id.in_(project_ids))
return stmt
def _qty(value) -> float:
return round(float(value), 4) if value is not None else 0.0
async def _family_material_ids(db: AsyncSession, family: str) -> list[uuid.UUID]:
"""شناسه‌ی همه‌ی ردیف‌های کاتالوگِ یک خانواده.
خانواده از نام پایه‌ی ماده مشتق می‌شود (material_naming)؛ بنابراین انتخاب
«لوله پلی‌اتیلن» همه‌ی سایزهایش را با هم فیلتر می‌کند — بدون هاردکد نام.
"""
name = (family or "").strip()
if not name:
return []
rows = (
await db.execute(select(Material.id, Material.name).where(Material.status == "active"))
).all()
return [material_id for material_id, material_name in rows if material_family_key(material_name) == name]
# ---------------------------------------------------------------------------
# «What» filter cascade — Category → Material → Brand → Specs
# ---------------------------------------------------------------------------
async def filter_options(db: AsyncSession) -> dict:
"""Options for the global filter bar (Material → Brand → Specs).
Materials come from the catalog (active only). Brand options per material
are the UNION of the catalog links (brand_materials — every brand defined
for that material) and the distinct brands actually present in stock, so
the cascade is complete even for materials whose current stock rows carry
no brand yet. Spec options come from stock rows (inventory.specs_hash),
since specs are a stock-level dimension.
"""
materials = (
await db.execute(select(Material).where(Material.status == "active").order_by(Material.name))
).scalars().all()
units = {u.id: u for u in (await db.execute(select(Unit))).scalars()}
inv_rows = (
await db.execute(
select(
InventoryItem.material_id,
InventoryItem.brand_id,
InventoryItem.specs_hash,
InventoryItem.specs,
Brand.name,
)
.select_from(InventoryItem)
.outerjoin(Brand, Brand.id == InventoryItem.brand_id)
.distinct()
)
).all()
# برندهای کاتالوگی هر متریال (brand_materials) — مستقل از موجودی فعلی
catalog_brand_rows = (
await db.execute(
select(BrandMaterial.material_id, Brand.id, Brand.name)
.select_from(BrandMaterial)
.join(Brand, Brand.id == BrandMaterial.brand_id)
.where(BrandMaterial.is_active.is_(True))
)
).all()
brands_by_material: dict[uuid.UUID, dict] = {}
specs_by_material: dict[uuid.UUID, dict[str, dict]] = {}
for material_id, brand_id, brand_name in catalog_brand_rows:
brands_by_material.setdefault(material_id, {})[brand_id] = brand_name
for material_id, brand_id, specs_hash, specs, brand_name in inv_rows:
if brand_id is not None:
brands_by_material.setdefault(material_id, {}).setdefault(brand_id, brand_name)
if specs_hash:
specs_by_material.setdefault(material_id, {})[specs_hash] = specs or {}
def material_entry(m: Material) -> dict:
unit = units.get(m.canonical_unit_id)
brands = brands_by_material.get(m.id, {})
spec_map = specs_by_material.get(m.id, {})
labels = material_entry_labels(m.name, None)
return {
"id": str(m.id),
"name": m.name,
# خانواده vs واریانت — تفکیک عمومی از روی نام کاتالوگ
"family_id": labels["family_id"],
"family_name": labels["family_name"],
"variant_label": labels["variant_label"],
"unit": {"id": unit.id, "code": unit.code, "name_fa": unit.name_fa} if unit else None,
"brands": [
{"id": str(bid), "name": bname}
for bid, bname in sorted(brands.items(), key=lambda kv: kv[1] or "")
],
"specs": [
{
"hash": h,
"specs": sp,
"label": spec_label_from_specs(sp) or DEFAULT_SPEC_LABEL,
}
for h, sp in sorted(spec_map.items())
],
}
entries = [material_entry(m) for m in materials]
# خانواده‌ها: گروه‌بندی ردیف‌های کاتالوگ بر اساس نام پایه (بدون هاردکد نام)
family_map: dict[str, dict] = {}
for entry in entries:
family = family_map.setdefault(
entry["family_id"],
{
"id": entry["family_id"],
"name": entry["family_name"],
"unit": entry["unit"],
"brands": {},
"specs": {},
"materials": [],
},
)
if family["unit"] is None:
family["unit"] = entry["unit"]
family["materials"].append(
{
"id": entry["id"],
"name": entry["name"],
"variant_label": entry["variant_label"],
}
)
for brand in entry["brands"]:
family["brands"][brand["id"]] = brand["name"]
for spec in entry["specs"]:
family["specs"][spec["hash"]] = spec["label"]
families = [
{
"id": family["id"],
"name": family["name"],
"unit": family["unit"],
"brands": [
{"id": bid, "name": bname}
for bid, bname in sorted(family["brands"].items(), key=lambda kv: kv[1] or "")
],
"specs": [
{"hash": spec_hash, "label": label}
for spec_hash, label in sorted(family["specs"].items(), key=lambda kv: kv[1] or "")
],
"materials": family["materials"],
}
for family in sorted(family_map.values(), key=lambda item: item["name"])
]
return {"data": {"materials": entries, "families": families}}
# ---------------------------------------------------------------------------
# Widget 1 — Drill-down matrix (organization → project → warehouse)
# ---------------------------------------------------------------------------
async def inventory_drilldown(
db: AsyncSession,
*,
project_ids,
project_id,
material_id=None,
brand_id=None,
specs_hash=None,
material_family=None,
) -> dict:
"""Stock quantity as a three-level tree: Material -> Project -> Warehouse.
The x-axis mirrors the *catalog*, not the ledger: the statement starts from
``materials`` and LEFT OUTER JOINs the per-(brand, specs, project,
warehouse, unit) stock aggregation. Active catalog materials without any
ledger rows therefore stay on the chart with ``COALESCE``d zero quantities
(labelled with their canonical unit) instead of disappearing in an inner
join.
"""
# تجمیع دفتر انبار به‌ازای (ماده، برند، مشخصات، پروژه، انبار، واحد) — سمت
# راست LEFT JOIN؛ محدودیت دامنه (پروژه‌های مجاز) همین‌جا اعمال می‌شود تا
# مواد بدون موجودیِ داخل دامنه هم از دست نروند.
stock = (
select(
InventoryItem.material_id.label("material_id"),
InventoryItem.brand_id.label("brand_id"),
InventoryItem.specs_hash.label("specs_hash"),
InventoryItem.specs.label("specs"),
Project.id.label("pid"),
Project.name.label("pname"),
Warehouse.id.label("wid"),
Warehouse.name.label("wname"),
Unit.code.label("ucode"),
Unit.name_fa.label("uname_fa"),
func.sum(InventoryItem.quantity).label("qty"),
func.count().label("rows"),
)
.select_from(InventoryItem)
.join(Warehouse, Warehouse.id == InventoryItem.warehouse_id)
.join(Project, Project.id == Warehouse.project_id)
.join(Unit, Unit.id == InventoryItem.unit_id)
.group_by(
InventoryItem.material_id,
InventoryItem.brand_id,
InventoryItem.specs_hash,
InventoryItem.specs,
Project.id,
Project.name,
Warehouse.id,
Warehouse.name,
Unit.code,
Unit.name_fa,
)
)
stock = _scope_filters(stock, project_ids=project_ids, project_id=project_id)
stock_sq = stock.subquery()
# واحد کاتالوگی ماده — برچسب واحدِ ردیف‌های صفر («۰ عدد»)
canon_unit = aliased(Unit)
stmt = (
select(
Material.id.label("mid"),
Material.name.label("mname"),
Brand.name.label("bname"),
stock_sq.c.specs,
stock_sq.c.specs_hash,
stock_sq.c.pid,
stock_sq.c.pname,
stock_sq.c.wid,
stock_sq.c.wname,
stock_sq.c.ucode,
stock_sq.c.uname_fa,
func.coalesce(stock_sq.c.qty, 0).label("qty"),
func.coalesce(stock_sq.c.rows, 0).label("rows"),
canon_unit.code.label("canon_ucode"),
canon_unit.name_fa.label("canon_uname_fa"),
)
.select_from(Material)
.outerjoin(stock_sq, stock_sq.c.material_id == Material.id)
.outerjoin(Brand, Brand.id == stock_sq.c.brand_id)
.outerjoin(canon_unit, canon_unit.id == Material.canonical_unit_id)
.where(Material.status == "active")
)
# فیلترهای بُعد کاتالوگ، عضویت روی محور را محدود می‌کنند
if material_id is not None:
stmt = stmt.where(Material.id == material_id)
if material_family:
stmt = stmt.where(Material.id.in_(await _family_material_ids(db, material_family)))
# برند/مشخصات، ابعاد دفتر انبارند: با فعال بودنشان فقط مواد دارای همان
# موجودی روی محور می‌مانند (رفتار قبلی دست‌نخورده)
if brand_id is not None:
stmt = stmt.where(stock_sq.c.brand_id == brand_id)
if specs_hash:
stmt = stmt.where(stock_sq.c.specs_hash == specs_hash)
rows = (await db.execute(stmt)).all()
units_legend: dict[str, str] = {}
total_by_unit: dict[str, float] = {}
total_rows = 0
materials_tree: dict[str, dict] = {}
for mid, mname, bname, specs, specs_hash, pid, pname, wid, wname, ucode, uname_fa, qty, row_count, canon_ucode, canon_uname_fa in rows:
q = _qty(qty)
# افسانه‌ی واحدها و جمع کل؛ مواد بدون ردیف موجودی با واحد کاتالوگی و صفر
if ucode is not None:
units_legend[ucode] = uname_fa
total_by_unit[ucode] = round(total_by_unit.get(ucode, 0.0) + q, 4)
elif canon_ucode is not None:
units_legend.setdefault(canon_ucode, canon_uname_fa)
total_by_unit.setdefault(canon_ucode, 0.0)
total_rows += row_count
# Build full material name
parts = [mname]
if bname:
parts.append(bname)
if specs:
parts.extend(str(v) for v in specs.values() if v)
full_name = " ".join(parts)
# Use full_name + unit as unique key for material level, or just full_name
mat_key = f"{mid}_{full_name}"
# برچسب‌های محور X: خانواده (نام پایه) و مشخصه/واریانت — مشتق از نام کاتالوگ
labels = material_entry_labels(mname, specs)
mat = materials_tree.setdefault(
mat_key,
{
"id": mat_key,
"name": full_name,
"material_id": str(mid),
"specs_hash": specs_hash or "",
"family_id": labels["family_id"],
"family_name": labels["family_name"],
"variant_label": labels["variant_label"],
"spec_label": labels["spec_label"],
"spec_detail": labels["spec_detail"],
"brand_name": bname,
"qty_by_unit": {},
"rows": 0,
"_projects": {},
},
)
if ucode is not None:
mat["qty_by_unit"][ucode] = round(mat["qty_by_unit"].get(ucode, 0.0) + q, 4)
elif canon_ucode is not None:
mat["qty_by_unit"].setdefault(canon_ucode, 0.0)
mat["rows"] += row_count
# مواد بدون هیچ ردیف موجودی: فقط روی محور می‌مانند (بدون پروژه/انبار)
if pid is None:
continue
proj = mat["_projects"].setdefault(
pid,
{"id": str(pid), "name": pname, "qty_by_unit": {}, "rows": 0, "_warehouses": {}},
)
proj["qty_by_unit"][ucode] = round(proj["qty_by_unit"].get(ucode, 0.0) + q, 4)
proj["rows"] += row_count
wh = proj["_warehouses"].setdefault(wid, {"id": str(wid), "name": wname, "qty_by_unit": {}, "rows": 0})
wh["qty_by_unit"][ucode] = round(wh["qty_by_unit"].get(ucode, 0.0) + q, 4)
wh["rows"] += row_count
materials = []
for mat in materials_tree.values():
projects_list = []
for proj in mat.pop("_projects").values():
warehouses = sorted(proj.pop("_warehouses").values(), key=lambda w: w["name"])
projects_list.append({**proj, "warehouses": warehouses})
projects_list.sort(key=lambda p: p["name"])
materials.append({**mat, "projects": projects_list})
materials.sort(key=lambda m: m["name"])
return {
"data": {
"units": units_legend,
"total": {"qty_by_unit": total_by_unit, "rows": total_rows},
"materials": materials,
}
}
# ---------------------------------------------------------------------------
# Widget 2 — Dead stock (dormant capital)
# ---------------------------------------------------------------------------
async def dead_stock(
db: AsyncSession,
*,
project_ids,
project_id,
idle_days: int = 60,
material_id=None,
brand_id=None,
specs_hash=None,
material_family=None,
limit: int = 200,
) -> dict:
"""Stock rows with quantity > 0 and NO ledger activity within `idle_days`.
Last activity = MAX(inventory_transactions.transaction_date) per row —
served by idx_inventory_tx_inventory_date — falling back to
inventory.updated_at for rows that never posted a transaction.
"""
last_tx = (
select(func.max(InventoryTransaction.transaction_date))
.where(InventoryTransaction.inventory_id == InventoryItem.id)
.correlate(InventoryItem)
.scalar_subquery()
)
last_activity = func.coalesce(last_tx, InventoryItem.updated_at)
cutoff = datetime.now(TEHRAN) - timedelta(days=idle_days)
stmt = (
select(
InventoryItem.id,
InventoryItem.quantity,
InventoryItem.specs,
Material.name,
Brand.name,
Warehouse.name,
Project.name,
Unit.code,
Unit.name_fa,
last_activity.label("last_activity"),
)
.select_from(InventoryItem)
.join(Warehouse, Warehouse.id == InventoryItem.warehouse_id)
.join(Project, Project.id == Warehouse.project_id)
.join(Material, Material.id == InventoryItem.material_id)
.join(Unit, Unit.id == InventoryItem.unit_id)
.outerjoin(Brand, Brand.id == InventoryItem.brand_id)
.where(InventoryItem.quantity > 0, last_activity <= cutoff)
.order_by(last_activity.asc())
.limit(limit)
)
stmt = _stock_filters(
stmt, material_id=material_id, brand_id=brand_id, specs_hash=specs_hash
)
if material_family:
stmt = stmt.where(
InventoryItem.material_id.in_(await _family_material_ids(db, material_family))
)
stmt = _scope_filters(stmt, project_ids=project_ids, project_id=project_id)
rows = (await db.execute(stmt)).all()
now = datetime.now(TEHRAN)
items = []
for inv_id, quantity, specs, mat_name, brand_name, wh_name, proj_name, ucode, uname_fa, last in rows:
items.append({
"inventory_id": str(inv_id),
"material": mat_name,
"brand": brand_name,
"specs": specs or {},
"warehouse": wh_name,
"project": proj_name,
"quantity": _qty(quantity),
"unit": {"code": ucode, "name_fa": uname_fa},
"last_activity": last.isoformat() if last else None,
"idle_days": (now - last).days if last else None,
})
return {"data": {"idle_days_threshold": idle_days, "items": items}}
# ---------------------------------------------------------------------------
# Widget 3 — Daily time-series flow (inbound / outbound / returns / balance)
# ---------------------------------------------------------------------------
async def daily_flow(
db: AsyncSession,
*,
project_ids,
project_id,
date_from: datetime,
date_to: datetime,
warehouse_id=None,
material_id=None,
brand_id=None,
specs_hash=None,
material_family=None,
) -> dict:
"""Per-day buckets from the signed ledger.
inbound = PURCHASE · returns = RETURN · outbound = WITHDRAWAL + waste
(DAMAGE/WASTE/LOSS, reported separately for the stacked red segment).
balance = running sum of EVERY signed movement (transfers/found/stock
counts included), seeded with the opening balance before `date_from`.
Each day also carries a `breakdown` list — the ledger rows behind that
day's aggregates, grouped by (category, transaction type, specs, brand,
warehouse) — so the chart can subdivide categories into tonal shades and
the tooltip can itemize them. When a single material is selected, the
payload also carries that material's canonical `unit`.
"""
def _with_joins(sel, *, include_brand: bool = False):
# ترتیب join‌ها مهم است: برند فقط بعد از join شدن inventory قابل ارجاع است
stmt = (
sel.select_from(InventoryTransaction)
.join(Warehouse, Warehouse.id == InventoryTransaction.warehouse_id)
.join(InventoryItem, InventoryItem.id == InventoryTransaction.inventory_id)
.join(Material, Material.id == InventoryItem.material_id)
)
if include_brand:
stmt = stmt.outerjoin(Brand, Brand.id == InventoryItem.brand_id)
return stmt
scope_conditions = []
if project_id is not None:
scope_conditions.append(Warehouse.project_id == project_id)
elif project_ids is not None:
scope_conditions.append(Warehouse.project_id.in_(project_ids))
if warehouse_id is not None:
scope_conditions.append(InventoryTransaction.warehouse_id == warehouse_id)
what_conditions = []
family_ids: list[uuid.UUID] = []
if material_family:
family_ids = await _family_material_ids(db, material_family)
what_conditions.append(InventoryItem.material_id.in_(family_ids))
if material_id is not None:
what_conditions.append(InventoryItem.material_id == material_id)
if brand_id is not None:
what_conditions.append(InventoryItem.brand_id == brand_id)
if specs_hash:
what_conditions.append(InventoryItem.specs_hash == specs_hash)
# «روز» بر مبنای تقویم تهران است؛ بدون این تبدیل، تراکنش‌های بامداد
# (۰۰:۰۰ تا ۰۳:۳۰ تهران) به روز قبلِ UTC می‌افتادند.
day_expr = func.date_trunc(
"day", func.timezone("Asia/Tehran", InventoryTransaction.transaction_date)
).label("day")
# ریزتراکنش‌ها به‌ازای (نوع، مشخصات، برند، انبار) گروه می‌شوند تا هم تجمیع
# روزانه و هم شکست چندبعدی نمودار از یک کوئری واحد بیایند (بدون تکرار رکورد).
detail_rows = (
await db.execute(
_with_joins(
select(
day_expr,
InventoryTransaction.transaction_type,
InventoryItem.specs,
Brand.name,
Warehouse.name,
func.sum(InventoryTransaction.quantity),
)
.where(
InventoryTransaction.transaction_date >= date_from,
InventoryTransaction.transaction_date < date_to,
*scope_conditions,
*what_conditions,
)
.group_by(
day_expr,
InventoryTransaction.transaction_type,
InventoryItem.specs,
Brand.name,
Warehouse.name,
),
include_brand=True,
)
)
).all()
opening = _qty(
await db.scalar(
_with_joins(
select(func.coalesce(func.sum(InventoryTransaction.quantity), 0.0)).where(
InventoryTransaction.transaction_date < date_from,
*scope_conditions,
*what_conditions,
)
)
)
)
def category_of(tx_type: str) -> str:
if tx_type == "PURCHASE":
return "inflow"
if tx_type == "RETURN":
return "returns"
if tx_type == "WITHDRAWAL":
return "siteOut"
if tx_type in WASTE_TYPES:
return "waste"
# انتقال‌ها/شمارش/یافت‌شده — خارج از چهار سبد نمایشی، علامت‌دار
return "other"
signed_by_day: dict[date_cls, dict[str, float]] = {}
breakdown_by_day: dict[date_cls, list[dict]] = {}
for day, tx_type, specs, brand_name, warehouse_name, signed in detail_rows:
day_key = day.date() if isinstance(day, datetime) else day
tx_type = str(tx_type)
qty = _qty(signed)
day_types = signed_by_day.setdefault(day_key, {})
day_types[tx_type] = round(day_types.get(tx_type, 0.0) + qty, 4)
breakdown_by_day.setdefault(day_key, []).append({
"category": category_of(tx_type),
"transaction_type": tx_type,
"specs": specs or None,
"brand": brand_name or None,
"warehouse": warehouse_name,
"quantity": qty,
})
unit = None
unit_material_id = material_id or (family_ids[0] if family_ids else None)
if unit_material_id is not None:
unit_row = (
await db.execute(
select(Unit.code, Unit.name_fa)
.select_from(Material)
.join(Unit, Unit.id == Material.canonical_unit_id)
.where(Material.id == unit_material_id)
)
).first()
if unit_row is not None:
unit = {"code": unit_row[0], "name_fa": unit_row[1]}
days = []
running = opening
current = date_from.date()
while current < date_to.date():
types = signed_by_day.get(current, {})
waste = round(-sum(types.get(t, 0.0) for t in WASTE_TYPES), 4) or 0.0
outbound = round(waste - types.get("WITHDRAWAL", 0.0), 4) or 0.0
running = round(running + sum(types.values()), 4)
days.append({
"date": current.isoformat(),
"inbound": round(types.get("PURCHASE", 0.0), 4) or 0.0,
"outbound": outbound,
"waste": waste,
"returns": round(types.get("RETURN", 0.0), 4) or 0.0,
"balance": running,
"breakdown": breakdown_by_day.get(current, []),
})
current += timedelta(days=1)
return {"data": {"opening_balance": opening, "unit": unit, "days": days}}
# ---------------------------------------------------------------------------
# Widget 4 — Daily control (today's site operations)
# ---------------------------------------------------------------------------
async def daily_control(
db: AsyncSession,
*,
project_ids,
project_id,
day: date_cls,
warehouse_id=None,
) -> dict:
"""One day (Tehran calendar): operational counts per category, the people
involved (warehouse clerk + site recipient) and the transaction feed.
Quantities are never exposed as a unitless total: every category carries a
per-unit breakdown (`units`) plus the number of distinct stock items
(`items`), so the UI can render «۱۲۲ عدد» for single-unit days and
«چندواحدی (۳ قلم کالا)» for mixed-unit days.
"""
day_start = datetime.combine(day, time.min, tzinfo=TEHRAN)
day_end = day_start + timedelta(days=1)
scope_conditions = []
if project_id is not None:
scope_conditions.append(Warehouse.project_id == project_id)
elif project_ids is not None:
scope_conditions.append(Warehouse.project_id.in_(project_ids))
if warehouse_id is not None:
scope_conditions.append(InventoryTransaction.warehouse_id == warehouse_id)
# ۱) شمارش/کمیت هر دسته، تفکیک‌شده بر اساس واحد + تعداد قلم کالای متمایز
category_unit_rows = (
await db.execute(
select(
InventoryTransaction.transaction_type,
Unit.code,
Unit.name_fa,
func.count().label("tickets"),
func.count(func.distinct(InventoryItem.id)).label("items"),
func.sum(func.abs(InventoryTransaction.quantity)).label("qty"),
)
.select_from(InventoryTransaction)
.join(Warehouse, Warehouse.id == InventoryTransaction.warehouse_id)
.join(InventoryItem, InventoryItem.id == InventoryTransaction.inventory_id)
.join(Unit, Unit.id == InventoryItem.unit_id)
.where(
InventoryTransaction.transaction_date >= day_start,
InventoryTransaction.transaction_date < day_end,
InventoryTransaction.transaction_type.in_(OPS_TYPES),
*scope_conditions,
)
.group_by(InventoryTransaction.transaction_type, Unit.code, Unit.name_fa)
)
).all()
categories: dict[str, dict] = {
key: {"tickets": 0, "items": 0, "qty": 0.0, "units": []} for key in OPS_CATEGORIES
}
for tx_type, unit_code, unit_name_fa, tickets, items, qty in category_unit_rows:
bucket = categories[_ops_category(str(tx_type))]
bucket["tickets"] += tickets
bucket["items"] += items
bucket["qty"] = round(bucket["qty"] + _qty(qty), 4)
bucket["units"].append({"code": unit_code, "name_fa": unit_name_fa, "qty": _qty(qty)})
# ۲) اشخاص درگیر: ثبت‌کننده‌ی انبار (performed_by) و تحویل‌گیرنده (delivered_to)
async def _people(field, role: str) -> list[dict]:
rows = (
await db.execute(
select(
field,
InventoryTransaction.transaction_type,
func.count(),
func.sum(func.abs(InventoryTransaction.quantity)),
)
.select_from(InventoryTransaction)
.join(Warehouse, Warehouse.id == InventoryTransaction.warehouse_id)
.where(
InventoryTransaction.transaction_date >= day_start,
InventoryTransaction.transaction_date < day_end,
InventoryTransaction.transaction_type.in_(OPS_TYPES),
field.isnot(None),
*scope_conditions,
)
.group_by(field, InventoryTransaction.transaction_type)
)
).all()
people: dict[str, dict] = {}
for name, tx_type, count, qty in rows:
clean = (name or "").strip()
if not clean:
continue
person = people.setdefault(
clean,
{
"name": clean,
"role": role,
"tickets": 0,
"qty": 0.0,
"categories": {key: 0 for key in OPS_CATEGORIES},
},
)
person["tickets"] += count
person["qty"] = round(person["qty"] + _qty(qty), 4)
person["categories"][_ops_category(str(tx_type))] += count
return list(people.values())
people = await _people(InventoryTransaction.performed_by, "performer")
people += await _people(InventoryTransaction.delivered_to, "recipient")
people.sort(key=lambda p: (p["role"] != "performer", -p["tickets"], p["name"]))
# ۳) ریز عملیات امروز (همراه با انبار، برند، واحد فارسی و تحویل‌گیرنده)
detail_rows = (
await db.execute(
select(
InventoryTransaction,
Warehouse.name,
Material.name,
InventoryItem.specs,
Unit.code,
Unit.name_fa,
Brand.name,
)
.select_from(InventoryTransaction)
.join(Warehouse, Warehouse.id == InventoryTransaction.warehouse_id)
.join(InventoryItem, InventoryItem.id == InventoryTransaction.inventory_id)
.join(Material, Material.id == InventoryItem.material_id)
.join(Unit, Unit.id == InventoryItem.unit_id)
.outerjoin(Brand, Brand.id == InventoryItem.brand_id)
.where(
InventoryTransaction.transaction_date >= day_start,
InventoryTransaction.transaction_date < day_end,
InventoryTransaction.transaction_type.in_(OPS_TYPES),
*scope_conditions,
)
.order_by(InventoryTransaction.transaction_date.desc())
.limit(200)
)
).all()
items = []
for tx, wh_name, mat_name, specs, unit_code, unit_name_fa, brand_name in detail_rows:
items.append({
"id": str(tx.id),
"transaction_type": str(tx.transaction_type),
"quantity": _qty(tx.quantity),
"unit_code": unit_code,
"unit_name_fa": unit_name_fa,
"performed_by": tx.performed_by,
"delivered_to": tx.delivered_to,
"brand": brand_name,
"note": tx.note,
"warehouse": wh_name,
"material": mat_name,
"specs": specs or {},
"transaction_date": tx.transaction_date.isoformat(),
})
return {
"data": {
"date": day.isoformat(),
"outbound": categories["outbound"],
"returns": categories["returns"],
"waste": categories["waste"],
"purchases": categories["purchases"],
# همیشه آرایه‌اند (هرگز null/حذف‌شده) تا مصرف‌کننده‌ها امن بمانند
"people": people,
"items": items,
# سازگاری عقب‌رو: باندل‌های فرانت که هنوز فقط performers را می‌خوانند
# با API جدید کرش نکنند (تا زمان انتشار باندل تازه)
"performers": [
{"name": person["name"], "tickets": person["tickets"], "qty": person["qty"]}
for person in people
if person["role"] == "performer"
],
}
}
# ---------------------------------------------------------------------------
# Widget 8 — Procurement workload per project (project density)
# ---------------------------------------------------------------------------
async def procurement_workload(db: AsyncSession, *, project_ids, project_id) -> dict:
"""Per project: offered quotes still open + chosen purchase lines (open
vs fully received). Chosen lines attribute to item_decisions.project_id
(the purchased destination); offered quotes to any linked project."""
received_sq = (
select(ItemReceipt.item_decision_id.label("did"), func.sum(ItemReceipt.received_qty).label("received_qty"))
.group_by(ItemReceipt.item_decision_id)
.subquery()
)
order_conditions = [ItemDecision.status == "chosen"]
if project_id is not None:
order_conditions.append(ItemDecision.project_id == project_id)
elif project_ids is not None:
order_conditions.append(ItemDecision.project_id.in_(project_ids))
order_rows = (
await db.execute(
select(
Project.id,
Project.name,
func.count().label("chosen_items"),
func.sum(LineItem.quantity).label("ordered_qty"),
func.coalesce(func.sum(received_sq.c.received_qty), 0).label("received_qty"),
func.sum(
case(
(func.coalesce(received_sq.c.received_qty, 0) < LineItem.quantity, 1),
else_=0,
)
).label("open_items"),
)
.select_from(ItemDecision)
.join(LineItem, LineItem.id == ItemDecision.line_item_id)
.join(Quote, Quote.id == LineItem.quote_id)
.outerjoin(Project, Project.id == ItemDecision.project_id)
.outerjoin(received_sq, received_sq.c.did == ItemDecision.id)
.where(*order_conditions)
.group_by(Project.id, Project.name)
)
).all()
offered_by_project: dict[uuid.UUID | None, set] = {}
offered_primary = (
await db.execute(
select(Quote.id, Quote.project_id).where(
Quote.status == "offered", Quote.project_id.is_not(None)
)
)
).all()
for quote_id, pid in offered_primary:
offered_by_project.setdefault(pid, set()).add(quote_id)
offered_junction = (
await db.execute(
select(QuoteProjects.quote_id, QuoteProjects.project_id)
.join(Quote, Quote.id == QuoteProjects.quote_id)
.where(Quote.status == "offered")
)
).all()
for quote_id, pid in offered_junction:
offered_by_project.setdefault(pid, set()).add(quote_id)
project_ids_needed = {row[0] for row in order_rows if row[0] is not None}
project_ids_needed.update(pid for pid in offered_by_project if pid is not None)
names: dict[uuid.UUID, str] = {}
if project_ids_needed:
names = {
p.id: p.name
for p in (
await db.execute(select(Project).where(Project.id.in_(project_ids_needed)))
).scalars()
}
projects = []
for pid, _pname, chosen, ordered, received, open_items in order_rows:
if pid is None:
offered = 0
else:
offered = len(offered_by_project.pop(pid, set()))
if project_id is not None and pid != project_id:
offered = 0
elif project_ids is not None and pid not in project_ids:
offered = 0
projects.append({
"id": str(pid) if pid else None,
"name": names.get(pid, "بدون پروژه") if pid else "بدون پروژه",
"offered_quotes": offered,
"chosen_items": chosen,
"open_orders": open_items,
"ordered_qty": _qty(ordered),
"received_qty": _qty(received),
})
# offered-only projects that have no chosen lines yet
for pid, quote_ids in offered_by_project.items():
if not quote_ids:
continue
if project_id is not None and pid != project_id:
continue
if project_ids is not None and (pid is None or pid not in project_ids):
continue
projects.append({
"id": str(pid) if pid else None,
"name": names.get(pid, "بدون پروژه") if pid else "بدون پروژه",
"offered_quotes": len(quote_ids),
"chosen_items": 0,
"open_orders": 0,
"ordered_qty": 0.0,
"received_qty": 0.0,
})
projects.sort(key=lambda p: (-p["open_orders"], -p["offered_quotes"], p["name"]))
return {"data": {"projects": projects}}