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RosterChief/controlpanel/services/statistics.py
Bernard Siebens 639807b2d2 Split club signups into new members and renewals
A "New members" card sits beside Renewal, and the signups chart becomes a stacked
bar: bar height stays "signups this month" while the split shows where they came
from.

New means "first-ever season at this club", not "signed up recently". A member who
lapsed for a year and came back is a renewal, and counting them as new would
flatter every recovery into growth. It is also per club, not per platform: someone
who plays for another club is still new here.

The split resolves each member's earliest season once up front rather than asking
per row, so the chart costs two queries instead of one per membership.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-14 01:12:01 +02:00

378 lines
16 KiB
Python

"""Platform and per-club statistics.
``club_statistics`` returns a list of stat *groups*, so growing the model later
means adding an entry here and nothing else. ``clubs_with_totals`` annotates in
a single query — the club list must not fan out into N+1.
"""
from collections import defaultdict
from datetime import timedelta
from decimal import Decimal
from allauth.mfa.models import Authenticator
from django.contrib.auth import get_user_model
from django.db.models import Count, Q, Sum
from django.db.models.functions import TruncMonth
from django.utils import timezone
from waffle import get_waffle_flag_model
from authentication.middleware import ELEVATED_ROLES
from club.models import Club, ClubMembership, ClubRole, Season
from events.models import Attendance, Event
from members.models import Member
from shop.models import Cart, Order
from teams.models import StaffAssignment, Team, TeamMembership
ZERO = Decimal("0.00")
PAID_STATUSES = (Order.OrderStatus.PAID, Order.OrderStatus.DELIVERED)
OWED_STATUSES = (Order.OrderStatus.PENDING, Order.OrderStatus.PARTIALLY_PAID)
#: A club with nothing scheduled inside this window has stopped using the product.
DORMANT_DAYS = 30
MONTHS_OF_HISTORY = 12
def clubs_with_totals(queryset=None):
"""Clubs annotated with headline counts (one query, no N+1)."""
clubs = Club.objects.all() if queryset is None else queryset
return clubs.annotate(
member_count=Count("clubmemberships__member", distinct=True),
team_count=Count("teams", distinct=True),
event_count=Count("events", distinct=True),
admin_count=Count("clubroles", filter=Q(clubroles__role=ClubRole.Roles.ADMIN), distinct=True),
)
def platform_totals():
return {
"clubs": Club.objects.active().count(),
"archived_clubs": Club.objects.archived().count(),
"members": Member.objects.count(),
"admins": ClubRole.objects.filter(role=ClubRole.Roles.ADMIN).count(),
}
def clubs_without_a_season(today=None):
"""Clubs with no season covering today.
Not cosmetic: seasons scope memberships, rosters and events, so a club without
one cannot take a signup or schedule a match. It fails silently — nothing errors,
the club is simply inert — which is exactly why it belongs on a dashboard.
"""
today = today or timezone.localdate()
return Club.objects.active().exclude(seasons__start_date__lte=today, seasons__end_date__gte=today)
def dormant_clubs(days=DORMANT_DAYS):
"""Active clubs with nothing on the calendar in the next ``days``. Churn signal."""
now = timezone.now()
return Club.objects.active().exclude(events__start__gte=now, events__start__lte=now + timedelta(days=days))
def admins_pending_mfa():
"""Privileged users who have not enrolled a second factor.
They are locked out until they do (RequireMFAMiddleware redirects them to the
enrolment page), so this is a support queue rather than a statistic. The rule is
the middleware's own: platform staff, plus anyone holding an elevated ClubRole.
"""
User = get_user_model()
elevated = User.objects.filter(Q(is_staff=True) | Q(is_superuser=True) | Q(member__roles__role__in=ELEVATED_ROLES))
return elevated.exclude(pk__in=Authenticator.objects.values("user")).distinct()
def onboarding_funnel():
"""How far each active club got: created → has members → has a team → has events.
Separates working clubs from empty shells someone created and walked away from,
and shows which step people stall on.
"""
clubs = clubs_with_totals(Club.objects.active())
total = len(clubs)
return [
{"label": "Clubs", "count": total, "icon": "building-2"},
{"label": "With members", "count": sum(1 for club in clubs if club.member_count), "icon": "users"},
{"label": "With a team", "count": sum(1 for club in clubs if club.team_count), "icon": "shield"},
{"label": "With events", "count": sum(1 for club in clubs if club.event_count), "icon": "calendar-days"},
]
def flag_adoption():
"""Clubs per feature flag. `everyone` overrides club targeting, so a flag set that
way is on (or off) everywhere and its club count says nothing — hence `overridden`."""
Flag = get_waffle_flag_model()
return [{"name": flag.name, "clubs": flag.clubs.count(), "everyone": flag.everyone, "overridden": flag.everyone is not None} for flag in Flag.objects.annotate(club_total=Count("clubs")).order_by("name")]
def platform_attention():
"""The numbers that are supposed to be zero. A dashboard of healthy counts is a
dashboard nobody opens."""
members = Member.objects.count()
return {
"clubs_without_season": clubs_without_a_season().count(),
"dormant_clubs": dormant_clubs().count(),
"admins_pending_mfa": admins_pending_mfa().count(),
"outstanding": _money(Order.objects.filter(status__in=OWED_STATUSES)),
"members_without_login": Member.objects.filter(user__isnull=True).count(),
"members": members,
}
def _monthly(queryset, field, value, months=MONTHS_OF_HISTORY):
"""A dense month-by-month series — zero-filled, because a chart that silently skips
empty months draws a smooth line over a month where nothing happened."""
start = (timezone.now() - timedelta(days=30 * months)).replace(day=1, hour=0, minute=0, second=0, microsecond=0)
rows = queryset.filter(**{f"{field}__gte": start}).annotate(month=TruncMonth(field)).values("month").annotate(value=value).order_by("month")
found = {row["month"].strftime("%Y-%m"): row["value"] or 0 for row in rows if row["month"]}
series, cursor = [], start
while cursor <= timezone.now():
key = cursor.strftime("%Y-%m")
series.append({"month": cursor.strftime("%b %Y"), "value": float(found.get(key, 0))})
cursor = (cursor + timedelta(days=32)).replace(day=1)
return series
def platform_charts():
return {
"signups": _monthly(ClubMembership.objects.filter(signed_up_at__isnull=False), "signed_up_at", Count("id")),
"revenue": _monthly(Order.objects.filter(status__in=PAID_STATUSES), "created", Sum("total")),
}
def _money(queryset):
return queryset.aggregate(total=Sum("total"))["total"] or ZERO
def previous_season(club, season):
"""The season immediately before ``season``. Seasons are ordered by name (which is
derived from the years), so go by the date instead — a club may skip a year."""
if season is None:
return None
return Season.objects.filter(club=club, end_date__lt=season.start_date).order_by("-end_date").first()
def renewal_rate(club, season):
"""Share of last season's active members who signed up again.
The single best health signal a club has, and it is exactly computable here because
memberships are season-scoped. Returns None when there is no season to compare
against — a first-season club has not failed to renew anyone, and rendering that as
0% would libel it.
"""
previous = previous_season(club, season)
if previous is None:
return None
was_active = ClubMembership.objects.filter(club=club, season=previous, status=ClubMembership.StatusChoices.ACTIVE)
total = was_active.count()
if not total:
return None
returned = ClubMembership.objects.filter(club=club, season=season, member__in=was_active.values("member")).count()
return round(100 * returned / total)
def new_members(club, season):
"""Members whose first-ever season at this club is ``season``.
Keyed on "has no membership in an earlier season", not on "signed up recently" — a
member who lapsed for a year and came back is a renewal, not a new member, and
counting them as new would flatter every recovery into growth.
"""
if season is None:
return Member.objects.none()
seen_before = ClubMembership.objects.filter(club=club, season__start_date__lt=season.start_date).values("member")
return Member.objects.filter(member_of__club=club, member_of__season=season).exclude(pk__in=seen_before).distinct()
def signup_split(club, months=MONTHS_OF_HISTORY):
"""Signups per month, split into first-timers and returners.
Which season a signup belongs to decides the split, so the member's earliest season at
this club is looked up once for everyone rather than per row — the same question asked
inside a loop is a query per membership.
"""
start = (timezone.now() - timedelta(days=30 * months)).replace(day=1, hour=0, minute=0, second=0, microsecond=0)
first_season = {}
for member_id, season_start in ClubMembership.objects.filter(club=club).values_list("member_id", "season__start_date"):
if member_id not in first_season or season_start < first_season[member_id]:
first_season[member_id] = season_start
counts = defaultdict(lambda: {"new": 0, "returning": 0})
for member_id, season_start, signed_up_at in ClubMembership.objects.filter(club=club, signed_up_at__isnull=False, signed_up_at__gte=start).values_list("member_id", "season__start_date", "signed_up_at"):
kind = "new" if season_start == first_season[member_id] else "returning"
counts[signed_up_at.strftime("%Y-%m")][kind] += 1
series, cursor = [], start
while cursor <= timezone.now():
month = counts[cursor.strftime("%Y-%m")]
series.append({"month": cursor.strftime("%b %Y"), "new": month["new"], "returning": month["returning"]})
cursor = (cursor + timedelta(days=32)).replace(day=1)
return series
def teams_without_a_manager(club, season):
"""Teams with nobody in a management position this season.
A defect in the club's own setup, not a statistic: without a coach or manager the
access service grants nobody authority over that team, so nobody can pick the squad.
"""
if season is None:
return Team.objects.none()
return Team.objects.filter(club=club).exclude(staff_assignments__season=season, staff_assignments__position__management_position=True)
def unrostered_members(club, season):
"""Active members who are on no team this season — people who paid and play nowhere."""
if season is None:
return Member.objects.none()
rostered = TeamMembership.objects.filter(team__club=club, season=season).values("member")
return Member.objects.filter(member_of__club=club, member_of__season=season, member_of__status=ClubMembership.StatusChoices.ACTIVE).exclude(pk__in=rostered).distinct()
def fee_aging(club):
"""Unpaid orders bucketed by age. "€2,400 overdue past 60 days" drives a phone call;
"€2,400 outstanding" does not."""
now = timezone.now()
owed = Order.objects.filter(club=club, status__in=OWED_STATUSES)
buckets = []
for label, older_than, newer_than in (("0-30 days", 0, 30), ("30-60 days", 30, 60), ("60+ days", 60, None)):
rows = owed.filter(created__lte=now - timedelta(days=older_than))
if newer_than is not None:
rows = rows.filter(created__gt=now - timedelta(days=newer_than))
buckets.append({"label": label, "total": _money(rows), "count": rows.count(), "overdue": newer_than is None})
return buckets
def attendance_rates(club, season):
"""Turnout, and how many never answered.
The no-response share is the leading indicator: it measures whether members are using
the app at all, which every other number here depends on.
"""
if season is None:
return {"turnout": None, "no_response": None, "responses": 0}
counts = Attendance.objects.filter(event__club=club, event__season=season, event__start__lt=timezone.now()).aggregate(
present=Count("id", filter=Q(status=Attendance.AttendanceStatus.PRESENT)),
absent=Count("id", filter=Q(status=Attendance.AttendanceStatus.ABSENT)),
silent=Count("id", filter=Q(status=Attendance.AttendanceStatus.NO_RESPONSE)),
total=Count("id"),
)
answered = counts["present"] + counts["absent"]
return {
"turnout": round(100 * counts["present"] / answered) if answered else None,
"no_response": round(100 * counts["silent"] / counts["total"]) if counts["total"] else None,
"responses": counts["total"],
}
def club_attention(club):
"""A club's own numbers that are supposed to be zero."""
season = Season.covering(club, timezone.localdate())
memberships = ClubMembership.objects.filter(club=club)
return {
"season": season,
"no_season": season is None,
"outstanding": _money(Order.objects.filter(club=club, status__in=OWED_STATUSES)),
"aging": fee_aging(club),
"unpaid_members": memberships.filter(season=season, fee_status=ClubMembership.FeeStatus.UNPAID).count() if season else 0,
"pending_approvals": memberships.filter(status=ClubMembership.StatusChoices.PENDING).count(),
"teams_without_manager": teams_without_a_manager(club, season).count(),
"unrostered": unrostered_members(club, season).count(),
"new_members": new_members(club, season).count(),
"renewal_rate": renewal_rate(club, season),
"attendance": attendance_rates(club, season),
}
def club_charts(club):
season = Season.covering(club, timezone.localdate())
memberships = ClubMembership.objects.filter(club=club, season=season) if season else ClubMembership.objects.none()
return {
"signups": signup_split(club),
# Fee status this season, in the order a treasurer cares about.
"fees": [
{"label": label, "value": memberships.filter(fee_status=status).count()}
for status, label in (
(ClubMembership.FeeStatus.PAID, "Paid"),
(ClubMembership.FeeStatus.PARTIALLY_PAID, "Partial"),
(ClubMembership.FeeStatus.UNPAID, "Unpaid"),
(ClubMembership.FeeStatus.WAIVED, "Waived"),
)
],
}
def club_statistics(club):
"""Stat groups for one club. Add new groups here as the domain grows."""
season = Season.covering(club, timezone.localdate())
now = timezone.now()
memberships = ClubMembership.objects.filter(club=club)
events = Event.objects.filter(club=club)
orders = Order.objects.filter(club=club)
return [
{
"title": "Members",
"icon": "users",
"stats": [
("Members", memberships.values("member").distinct().count()),
("Active this season", memberships.filter(season=season, status=ClubMembership.StatusChoices.ACTIVE).count() if season else 0),
("Pending", memberships.filter(status=ClubMembership.StatusChoices.PENDING).count()),
("Lapsed", memberships.filter(status=ClubMembership.StatusChoices.LAPSED).count()),
],
},
{
"title": "Teams & staff",
"icon": "shield",
"stats": [
("Teams", Team.objects.filter(club=club).count()),
("Players this season", TeamMembership.objects.filter(team__club=club, season=season).count() if season else 0),
("Staff this season", StaffAssignment.objects.filter(team__club=club, season=season).count() if season else 0),
],
},
{
"title": "Events",
"icon": "calendar-days",
"stats": [
("Upcoming", events.filter(start__gte=now).count()),
("This season", events.filter(season=season).count() if season else 0),
],
},
{
"title": "Shop",
"icon": "shopping-cart",
"stats": [
("Orders", orders.count()),
("Revenue", _money(orders.filter(status__in=PAID_STATUSES))),
("Outstanding", _money(orders.filter(status__in=OWED_STATUSES))),
("Open carts", Cart.objects.filter(club=club, status=Cart.CartStatus.OPEN).count()),
],
},
]