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RosterChief/controlpanel/services/statistics.py
Bernard Siebens d5f45c9404 Make user-facing strings translatable
Statistics labels, shop help text, and the confirm/form modal defaults
were plain strings; wrap them per CLAUDE.md's i18n convention so the
app stays translation-ready as it's written.
2026-08-03 17:03:49 +02:00

476 lines
22 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 dateutil.relativedelta import relativedelta
from django.contrib.auth import get_user_model
from django.db.models import Count, DateField, DecimalField, Exists, F, IntegerField, OuterRef, Q, Subquery, Sum, Value
from django.db.models.functions import Coalesce, TruncMonth
from django.utils import timezone
from django.utils.translation import gettext_lazy as _
from waffle import get_waffle_flag_model
from authentication.middleware import ELEVATED_ROLES
from billing.models import Due, DuePayment, Subscription
from billing.services.dues import dues_in_grace, dues_overdue, subscriptions_due_for_renewal
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 _subquery(queryset, expression, output_field):
"""One aggregate, in its own subquery.
Deliberately not a pile of annotate(Count(...), Sum(...)) on one queryset: aggregates
that span *different* joins multiply each other's rows, so a club's outstanding total
would come back doubled for every membership it happens to have. Subqueries each stand
alone, so nothing can inflate anything else.
"""
return Coalesce(Subquery(queryset.filter(club=OuterRef("pk")).values("club").annotate(value=expression).values("value"), output_field=output_field), Value(0), output_field=output_field)
def clubs_with_health(queryset=None, today=None, now=None):
"""Clubs annotated with the health of each — for the dashboard table, in one query."""
today = today or timezone.localdate()
now = now or timezone.now()
clubs = Club.objects.active() if queryset is None else queryset
in_season = Q(season__start_date__lte=today, season__end_date__gte=today)
# A period the club is covered for, most recent first — paid or waived, both settled.
_covered = Due.objects.filter(club=OuterRef("pk"), status__in=(Due.Status.PAID, Due.Status.WAIVED)).order_by("-period_end")
managed_this_season = Q(
staff_assignments__season__start_date__lte=today,
staff_assignments__season__end_date__gte=today,
staff_assignments__position__management_position=True,
)
return (
clubs.annotate(
has_season=Exists(Season.objects.filter(club=OuterRef("pk"), start_date__lte=today, end_date__gte=today)),
active_members=_subquery(ClubMembership.objects.filter(in_season, status=ClubMembership.StatusChoices.ACTIVE), Count("pk"), IntegerField()),
unpaid_members=_subquery(ClubMembership.objects.filter(in_season, fee_status=ClubMembership.FeeStatus.UNPAID), Count("pk"), IntegerField()),
outstanding=_subquery(Order.objects.filter(status__in=OWED_STATUSES), Sum("total"), DecimalField(max_digits=10, decimal_places=2)),
upcoming_events=_subquery(Event.objects.filter(start__gte=now, start__lte=now + timedelta(days=DORMANT_DAYS)), Count("pk"), IntegerField()),
team_count=_subquery(Team.objects.all(), Count("pk"), IntegerField()),
teams_managed=_subquery(Team.objects.filter(managed_this_season), Count("pk", distinct=True), IntegerField()),
admin_count=_subquery(ClubRole.objects.filter(role=ClubRole.Roles.ADMIN), Count("pk"), IntegerField()),
tier_name=Subquery(Subscription.objects.filter(club=OuterRef("pk")).values("tier__name")[:1]),
dues_owed=_subquery(Due.objects.filter(status__in=Due.OWING), Sum(F("amount") - F("amount_paid")), DecimalField(max_digits=10, decimal_places=2)),
dues_grace_until=Subquery(Due.objects.filter(club=OuterRef("pk"), status__in=Due.OWING).order_by("grace_until").values("grace_until")[:1]),
dues_period_end=Subquery(Due.objects.filter(club=OuterRef("pk"), status__in=Due.OWING).order_by("period_end").values("period_end")[:1]),
# How far the club is covered: the furthest-out period that is settled. PAID and
# WAIVED both mean nothing is owed for that period, and its end is the day grace
# would start if nothing renews — so both count. `covered_status` is read from the
# same top row, so the table can badge "paid" vs "waived". Null when the club owes
# or was never billed.
covered_until=Subquery(_covered.values("period_end")[:1], output_field=DateField()),
covered_status=Subquery(_covered.values("status")[:1]),
)
.annotate(teams_without_coach=F("team_count") - F("teams_managed"))
.order_by("name")
)
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": "trophy"},
{"label": _("With events"), "count": sum(1 for club in clubs if club.event_count), "icon": "calendar-days"},
]
def flags_for_club(club):
"""Every flag, annotated with whether it is on for this club and why."""
enabled_ids = set(club.flags.values_list("pk", flat=True))
return [
{
"flag": flag,
"enabled": flag.pk in enabled_ids,
# `everyone` overrides club targeting, so the per-club toggle is moot.
"overridden": flag.everyone is not None,
}
for flag in get_waffle_flag_model().objects.order_by("name")
]
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,
# Platform billing: what the clubs owe US. Distinct from `outstanding`, which is
# what members owe their clubs — that money is never ours.
"dues_owed": _dues_owed(),
"dues_in_grace": dues_in_grace().count(),
"dues_overdue": dues_overdue().count(),
"clubs_unbilled": Club.objects.active().filter(subscription__isnull=True).count(),
# Normally ~0: the renewal job keeps it there. A number that sits here means cron is
# dead, and a club is about to use the platform for free — silently, because nothing is
# owed, so no other number on this page would go red.
"renewals_pending": len(subscriptions_due_for_renewal()),
}
def _dues_owed():
"""What clubs owe the platform right now."""
owed = Due.objects.filter(status__in=Due.OWING).aggregate(total=Sum(F("amount") - F("amount_paid")))["total"]
return owed or ZERO
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() - relativedelta(months=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": signup_split(),
# Two different pots of money: `dues` is platform income (clubs paying us), while
# `club_revenue` is members paying their clubs — never ours, and labelling it
# "revenue" on our dashboard would be a lie.
"dues": _monthly(DuePayment.objects.all(), "paid_at", Sum("amount")),
"club_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=None, months=MONTHS_OF_HISTORY):
"""Signups per month, split into first-timers and returners. ``club=None`` is platform-wide.
"First" is keyed on (club, member), never on the member alone — the same person can be
new at one club while renewing at another, and collapsing that would mark their second
club's very first signup as a renewal.
Each member's earliest season is resolved once up front rather than per row: the same
question asked inside a loop is one query per membership.
"""
start = (timezone.now() - relativedelta(months=months)).replace(day=1, hour=0, minute=0, second=0, microsecond=0)
memberships = ClubMembership.objects.all() if club is None else ClubMembership.objects.filter(club=club)
first_season = {}
for club_id, member_id, season_start in memberships.values_list("club_id", "member_id", "season__start_date"):
key = (club_id, member_id)
if key not in first_season or season_start < first_season[key]:
first_season[key] = season_start
counts = defaultdict(lambda: {"new": 0, "returning": 0})
for club_id, member_id, season_start, signed_up_at in memberships.filter(signed_up_at__isnull=False, signed_up_at__gte=start).values_list("club_id", "member_id", "season__start_date", "signed_up_at"):
kind = "new" if season_start == first_season[(club_id, 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()),
],
},
]