Fix: Incentive takes into account the date chosen

Fix: Employee query was querying AccountBase and errored out as it did not have the designation column
Fix: Incentive update set_date was wrong
Fix: Incentive amount takes into account the current date but not any incentive voucher for the date

brewman/brewman/routers/employee.py

@@ -13,7 +13,6 @@ from sqlalchemy.orm import Session, joinedload_all
 from ..core.security import get_current_active_user as get_user
 from ..db.session import SessionLocal
 from ..models.account import Account
-from ..models.account_base import AccountBase
 from ..models.cost_centre import CostCentre
 from ..models.employee import Employee
 from ..models.journal import Journal
@@ -150,7 +149,7 @@ async def show_term(
     current_user: UserToken = Depends(get_user),
 ):
     list_ = []
-    for index, item in enumerate(AccountBase.query(q=q, type_=10, db=db)):
+    for index, item in enumerate(Employee.query(q=q, type_=10, db=db)):
         list_.append(
             {
                 "id": item.id,

brewman/brewman/routers/incentive.py

@@ -8,7 +8,7 @@ import brewman.schemas.input as schema_in
 import brewman.schemas.voucher as output
 
 from fastapi import APIRouter, Depends, HTTPException, Request, Security, status
-from sqlalchemy import func, or_
+from sqlalchemy import and_, func, or_
 from sqlalchemy.exc import SQLAlchemyError
 from sqlalchemy.orm import Session
 
@@ -133,7 +133,7 @@ def update_route(
         update_incentives(item, employees, point_value, db)
         check_journals_are_valid(item)
         db.commit()
-        set_date(request.session, data.date_)
+        set_date(data.date_.strftime("%d-%b-%Y"), request.session)
         return voucher_info(item, db)
     except SQLAlchemyError as e:
         db.rollback()
@@ -254,9 +254,17 @@ def balance(date_: date, voucher_id: Optional[uuid.UUID], db: Session):
     amount = (
         db.query(func.sum(Journal.amount * Journal.debit))
         .join(Journal.voucher)
-        .filter(Voucher.date <= date_)
-        .filter(Voucher.type != VoucherType.by_name("Issue").id)
-        .filter(Journal.account_id == Account.incentive_id())
+        .filter(
+            Journal.account_id == Account.incentive_id(),
+            Voucher.type != VoucherType.by_name("Issue").id,
+            or_(
+                Voucher.date <= date_,
+                and_(
+                    Voucher.date == date_,
+                    Voucher.type != VoucherType.by_name("Incentive").id,
+                ),
+            ),
+        )
     )
     if voucher_id is not None:
         amount = amount.filter(Voucher.id != voucher_id)

brewman/brewman/routers/login.py

@@ -98,7 +98,7 @@ async def login_for_access_token(
         data={
             "sub": user.name,
             "scopes": ["authenticated"]
-            + list(set([p.name.replace(" ", "-").lower() for r in user.roles for p in r.permissions])),
+            + list(set([p.name.replace(" ", "-").lower() for r in user.roles for p in r.permissions])),  # noqa: W503
             "userId": str(user.id),
             "lockedOut": user.locked_out,
             "ver": __version__.__version__,

brewman/brewman/routers/voucher.py

@@ -7,7 +7,7 @@ from typing import Optional
 import brewman.schemas.voucher as output
 
 from fastapi import APIRouter, Depends, HTTPException, Security, status
-from sqlalchemy import func, or_
+from sqlalchemy import and_, func, or_
 from sqlalchemy.exc import SQLAlchemyError
 from sqlalchemy.orm import Session
 
@@ -377,9 +377,17 @@ def incentive_employees(date_, db: Session):
     amount = (
         db.query(func.sum(Journal.amount * Journal.debit))
         .join(Journal.voucher)
-        .filter(Voucher.date < finish_date)
-        .filter(Voucher.type != VoucherType.by_name("Issue").id)
-        .filter(Journal.account_id == Account.incentive_id())
+        .filter(
+            Journal.account_id == Account.incentive_id(),
+            Voucher.type != VoucherType.by_name("Issue").id,
+            or_(
+                Voucher.date <= finish_date,
+                and_(
+                    Voucher.date == finish_date,
+                    Voucher.type != VoucherType.by_name("Incentive").id,
+                ),
+            ),
+        )
         .scalar()
     )
     amount = 0 if amount is None else amount * Decimal(0.9) * -1

brewman/brewman/schemas/net_transactions.py

@@ -3,7 +3,7 @@ from decimal import Decimal
 from typing import List, Optional
 
 from brewman.schemas import to_camel
-from pydantic import Field, validator
+from pydantic import validator
 from pydantic.main import BaseModel