whatsapp_web_groups/hr_efficiency/wizard/hr_efficiency_calculation_wizard.py

# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.

from datetime import date, datetime
from dateutil.relativedelta import relativedelta
from odoo import api, fields, models, _
from odoo.exceptions import UserError


class HrEfficiencyCalculationWizard(models.TransientModel):
    _name = 'hr.efficiency.calculation.wizard'
    _description = 'HR Efficiency Calculation Wizard'

    start_month = fields.Char('Start Month', required=True, help="Format: YYYY-MM")
    end_month = fields.Char('End Month', required=True, help="Format: YYYY-MM")
    employee_ids = fields.Many2many('hr.employee', string='Employees', domain=[('employee_type', '=', 'employee')], help="Leave empty to calculate for all active employees")
    company_id = fields.Many2one('res.company', 'Company', required=True, default=lambda self: self.env.company)
    
    # Results
    result_message = fields.Text('Result', readonly=True)
    created_count = fields.Integer('Created Records', readonly=True)
    updated_count = fields.Integer('Updated Records', readonly=True)
    total_count = fields.Integer('Total Processed', readonly=True)

    @api.model
    def default_get(self, fields_list):
        res = super().default_get(fields_list)
        # Set default period: last 3 months and next 6 months
        current_date = date.today()
        res['start_month'] = (current_date - relativedelta(months=3)).strftime('%Y-%m')
        res['end_month'] = (current_date + relativedelta(months=6)).strftime('%Y-%m')
        return res

    def action_calculate_efficiency(self):
        """
        Calculate efficiency for the specified period and employees
        """
        # Validate input
        self._validate_input()
        
        # Get employees to process
        if self.employee_ids:
            employees = self.employee_ids
        else:
            employees = self.env['hr.employee'].search([
                ('active', '=', True),
                ('company_id', '=', self.company_id.id),
                ('employee_type', '=', 'employee')
            ])
        
        if not employees:
            raise UserError(_("No employees found to process."))
        
        # Calculate efficiency
        efficiency_model = self.env['hr.efficiency']
        
        # Generate list of months
        months = self._generate_month_list(self.start_month, self.end_month)
        
        created_records = []
        
        for employee in employees:
            for month in months:
                # Calculate efficiency data
                efficiency_data = efficiency_model._calculate_employee_efficiency(employee, month)
                efficiency_data['company_id'] = self.company_id.id
                
                # Check if there are changes compared to the latest record
                latest_record = efficiency_model.search([
                    ('employee_id', '=', employee.id),
                    ('month_year', '=', month),
                    ('company_id', '=', self.company_id.id),
                ], order='calculation_date desc', limit=1)
                
                has_changes = False
                if latest_record:
                    # Compare current data with latest record
                    fields_to_compare = [
                        'available_hours', 'planned_hours', 'planned_billable_hours',
                        'planned_non_billable_hours', 'actual_billable_hours',
                        'actual_non_billable_hours'
                    ]
                    
                    for field in fields_to_compare:
                        if abs(efficiency_data[field] - latest_record[field]) > 0.01:  # Tolerance for floating point
                            has_changes = True
                            break
                else:
                    # No previous record exists, so this is a change
                    has_changes = True
                
                # Only create new record if there are changes
                if has_changes:
                    # Archive existing records for this employee and month
                    existing_records = efficiency_model.search([
                        ('employee_id', '=', employee.id),
                        ('month_year', '=', month),
                        ('company_id', '=', self.company_id.id),
                    ])
                    if existing_records:
                        existing_records.write({'active': False})
                    
                    # Create new record
                    new_record = efficiency_model.create(efficiency_data)
                    created_records.append(new_record)
        
        # Update wizard with results
        self.write({
            'created_count': len(created_records),
            'updated_count': 0,  # No longer updating existing records
            'total_count': len(created_records),
            'result_message': self._generate_result_message(created_records, employees, months),
        })
        
        return {
            'type': 'ir.actions.act_window',
            'res_model': 'hr.efficiency.calculation.wizard',
            'res_id': self.id,
            'view_mode': 'form',
            'target': 'new',
        }

    def _validate_input(self):
        """
        Validate wizard input
        """
        # Validate month format
        try:
            datetime.strptime(self.start_month, '%Y-%m')
            datetime.strptime(self.end_month, '%Y-%m')
        except ValueError:
            raise UserError(_("Invalid month format. Please use YYYY-MM format (e.g., 2024-01)"))
        
        # Validate date range
        start_date = datetime.strptime(self.start_month, '%Y-%m')
        end_date = datetime.strptime(self.end_month, '%Y-%m')
        
        if start_date > end_date:
            raise UserError(_("Start month cannot be after end month."))
        
        # Limit range to reasonable period (e.g., 2 years)
        if (end_date - start_date).days > 730:
            raise UserError(_("Date range cannot exceed 2 years."))

    def _generate_month_list(self, start_month, end_month):
        """
        Generate list of months between start_month and end_month (inclusive)
        """
        months = []
        current = datetime.strptime(start_month, '%Y-%m')
        end = datetime.strptime(end_month, '%Y-%m')
        
        while current <= end:
            months.append(current.strftime('%Y-%m'))
            current = current + relativedelta(months=1)
        
        return months

    def _generate_result_message(self, created_records, employees, months):
        """
        Generate result message for the wizard
        """
        message = _("Efficiency calculation completed successfully!\n\n")
        message += _("Period: %s to %s\n") % (self.start_month, self.end_month)
        message += _("Employees processed: %d\n") % len(employees)
        message += _("Months processed: %d\n\n") % len(months)
        message += _("Results:\n")
        message += _("- New records created: %d\n") % len(created_records)
        message += _("- Total records processed: %d\n") % len(created_records)
        message += _("\nNote: New records are only created when there are changes. Old records are archived.")
        
        return message

    def action_view_results(self):
        """
        Open the efficiency records view
        """
        return {
            'type': 'ir.actions.act_window',
            'name': _('Efficiency Records'),
            'res_model': 'hr.efficiency',
            'view_mode': 'list,form',
            'domain': [
                ('company_id', '=', self.company_id.id),
                ('month_year', '>=', self.start_month),
                ('month_year', '<=', self.end_month),
            ],
            'context': {
                'default_company_id': self.company_id.id,
            },
        }