Установка бонусов кассирам

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Содержание

Премии. Вариант 1

Требования

1) Версия Кассира zkassa.exe 2.17.9 от 25.09.2014 или выше;
2) ОС не ниже WinXP Sp3.

Установить ТМС

  • Создать новую ТМС в Кассире и назвать ее "Бонусы кассирам"
  • Исходный код данной ТМС: 
uses
  Graphics, Controls, Forms, Dialogs, StdCtrls,
  ComCtrls, ExtCtrls, ibquery, DB, ChequeList, FR,
  ScriptRes, Barcode,ZKassa, StrUtils, Windows, Classes,
  IBDataBase, SysUtils;
       
 Procedure BonusRecalc;
 var
  iq: tibquery;
  BONUS_CALCULATE_DAY: string;
  i: integer;
 begin
   Try
   //Создаем соединение с базой
   iq := tibquery.create(nil);
   iq.transaction := CreateRT(CurrDB);
   iq.transaction.starttransaction;
   iq.active := False;

   //Определяем день, с которого считать бонусы
   iq.sql.text := 'select param_value from params where param_id=''BONUS_CALCULATE_DAY''';
   iq.active := True;
   //забираем данные
   if iq.Eof then exit;
   BONUS_CALCULATE_DAY:= Trim(iq.FieldByName('param_value').AsString);

      TagVisible(fmMain.ewbInfo, 'tr_bonus_all', false);
      TagVisible(fmMain.ewbInfo, 't_bonus_all', false);
      TagVisible(fmMain.ewbInfo, 't_bonus_all_cap', false);
      TagVisible(fmMain.ewbInfo, 'tr_bonus_smena', false);
      TagVisible(fmMain.ewbInfo, 't_bonus_smena_cap', false);
      TagVisible(fmMain.ewbInfo, 't_bonus_smena', false);
      TagVisible(fmMain.ewbInfo, 'tr_bonus', false);
      TagVisible(fmMain.ewbInfo, 't_bonus', false);
      TagVisible(fmMain.ewbInfo, 't_bonus_cap', false);

   //Отображать график выручки?
   iq.active := False;
   iq.sql.text := 'select param_value from params where param_id=''CASH_GRAPH_ENABLE''';
   iq.active := True;
   if Not iq.Eof then
   Begin
    if iq.FieldByName('param_value').AsInteger = 1  Then
    Begin
      //Определяем суммарную выручку за месяц по всем кассирам
      iq.active := False;
      iq.sql.text := 'select first 10 * from '+
      '(select u.username, '+
      ' (select coalesce(-1*sum(summa),0) as summa_all from DOCS d Where d.status = 1 and d.commitdate between '''+BONUS_CALCULATE_DAY+''' || ''.'' || iif('+BONUS_CALCULATE_DAY+' > EXTRACT(DAY from CURRENT_DATE), EXTRACT(MONTH from DATEADD(month, -1, CURRENT_DATE)),EXTRACT(MONTH from CURRENT_DATE)) || ''.'' || iif(1 = EXTRACT(MONTH from CURRENT_DATE) and '+BONUS_CALCULATE_DAY+' > EXTRACT(DAY from CURRENT_DATE), EXTRACT(YEAR from DATEADD(YEAR, -1, CURRENT_DATE)),EXTRACT(YEAR from CURRENT_DATE)) || '' 00:00'' and CURRENT_DATE || '' 23:59'' and ' +
      '   ((doc_type = 3 and d.owner = u.id) or (doc_type = 9 and (select d2.owner from docs d2 where d2.id = d.parent_id)=u.id))) as summa_all '+
      ' from users u '+
      ' where u.status = 0 and exists(select * from GROUP_DETAIL where GROUPTABLE_ID = u.id and GROUPTABLE = ''USERS'' and GROUP_ID = -1) ) as data '+
      ' order by summa_all desc';
      iq.active := True;
      i:=0;
      While not(iq.Eof) do
      begin
        i:=i+1;
        TagSetContent(fmMain.ewbInfo, 't_kassir_caption'+IntToStr(i), iq.FieldByName('username').AsString);
        TagSetContent(fmMain.ewbInfo, 't_kassir_bonus'+IntToStr(i), StringReplace(iq.FieldByName('summa_all').AsString, '.', ',', 1) );
//           showmessage(iq.FieldByName('username').AsString + ':' +iq.FieldByName('summa_all').AsString);
        iq.Next;
      end
      TagSetContent(fmMain.ewbInfo, 't_bonus', '0' );
      TagSetContent(fmMain.ewbInfo, 't_bonus_smena', '0' );
      TagSetContent(fmMain.ewbInfo, 't_bonus_all', '0' );
    end;

   //Отображать бонусы?
   iq.active := False;
   iq.sql.text := 'select param_value from params where param_id=''BONUS_ENABLE''';
   iq.active := True;
   if Not iq.Eof then
   Begin
    if iq.FieldByName('param_value').AsInteger = 1  Then
    Begin
      TagVisible(fmMain.ewbInfo, 'tr_bonus_all', True);
      TagVisible(fmMain.ewbInfo, 't_bonus_all', True);
      TagVisible(fmMain.ewbInfo, 't_bonus_all_cap', True);
      TagVisible(fmMain.ewbInfo, 'tr_bonus_smena', True);
      TagVisible(fmMain.ewbInfo, 't_bonus_smena_cap', True);
      TagVisible(fmMain.ewbInfo, 't_bonus_smena', True);
      TagVisible(fmMain.ewbInfo, 'tr_bonus', True);
      TagVisible(fmMain.ewbInfo, 't_bonus', True);
      TagVisible(fmMain.ewbInfo, 't_bonus_cap', True);

      //Определяем бонус за последний чек
      iq.active := False;
      iq.sql.text := 'select Round(coalesce(sum(bonus),0),2) as sum_bonus from DOCS d where d.id = '+
                     '(select max(id) from DOCS d2 where status = 1 and ( (doc_type = 3 and owner = ' + inttostr(userid) + ') or (doc_type = 9 and (select owner from docs d3 where d3.id = d2.parent_id) = ' +  inttostr(userid) + ') ))'
      iq.active := True;
      TagSetContent(fmMain.ewbInfo, 't_bonus', StringReplace(iq.FieldByName('sum_bonus').AsString, '.', ',', 1) );
      //Определяем суммарный бонус за смену
      iq.active := False;
      iq.sql.text := 'select Round(coalesce(sum(bonus),0),2) as sum_bonus from DOCS d where status = 1 and' +
      '((doc_type = 3 and d.owner = ' + inttostr(userid) + ') or (doc_type = 9 and (select owner from docs d2 where d2.id = d.parent_id) = ' + inttostr(userid) + ')) and ' +
      'd.commitdate between CURRENT_DATE || '' 00:00'' and CURRENT_DATE || '' 23:59''';
      iq.active := True;
      TagSetContent(fmMain.ewbInfo, 't_bonus_smena', StringReplace(iq.FieldByName('sum_bonus').AsString, '.', ',', 1) );
      //Определяем суммарный бонус за месяц
      iq.active := False;
      iq.sql.text := 'select Round(coalesce(sum(bonus),0),2) as sum_bonus from DOCS d where status = 1 and' +
      '((doc_type = 3 and d.owner = ' + inttostr(userid) + ') or (doc_type = 9 and (select owner from docs d2 where d2.id = d.parent_id) = ' + inttostr(userid) + ')) and ' +
      'd.commitdate between '''+BONUS_CALCULATE_DAY+''' || ''.'' || iif('+BONUS_CALCULATE_DAY+' > EXTRACT(DAY from CURRENT_DATE), EXTRACT(MONTH from DATEADD(month, -1, CURRENT_DATE)),EXTRACT(MONTH from CURRENT_DATE)) || ''.'' || iif(1 = EXTRACT(MONTH from CURRENT_DATE) and '+BONUS_CALCULATE_DAY+' > EXTRACT(DAY from CURRENT_DATE), EXTRACT(YEAR from DATEADD(YEAR, -1, CURRENT_DATE)),EXTRACT(YEAR from CURRENT_DATE)) || '' 00:00''' +
      ' and CURRENT_DATE || '' 23:59''';
      iq.active := True;
      TagSetContent(fmMain.ewbInfo, 't_bonus_all', StringReplace(iq.FieldByName('sum_bonus').AsString, '.', ',', 1) );
    end;
   end;

  end;

  finally 
   iq.active := False;
   iq.transaction.free;
   iq.free;
  end;

 end;

Включить вызов ТМС

  • Включить вызов ТМС из п.1 в "После печати очереди чеков" (а если позволяет производительность системы, то и в "После смены позиции", для более оперативного обновления данных), p84u1 заменить на соответствующий из п.1.
  • Затем Перекомпилировать скрипты. 
 uses
  Graphics, Controls, Forms, Dialogs, StdCtrls,
  ComCtrls, ExtCtrls, ibquery, DB, ChequeList, FR,
  ScriptRes, Barcode,ZKassa, StrUtils, Windows, Classes,
  IBDataBase, SysUtils, p84u1;

 begin
   BonusRecalc;
 end;

Отображение кол-ва бонус в окне информации о чеке

В кассире в правом окне сумм итогов чека заменить код на: 

<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1251" />
<meta charset="utf-8">
<script type="text/javascript" language="JavaScript">
    function _show(id) {var el=document.getElementById(id); if (el!=undefined) {el.className=el.className.replace(/(?:^|\b)hide(?!\S)/g, "");}}
    function _hide(id) {var el=document.getElementById(id); _show(id); if (el!=undefined) {el.className+=" hide";}}
    function _setContent(id, content) {
      var el=document.getElementById(id); if (el!=undefined) {el.innerHTML=content;}                       
      if (id=='t_bonus_all') {
        drawChart(); 
      }
    }
</script>                                        
  <script type="text/javascript" src="https://www.gstatic.com/charts/loader.js"></script>
  <script type="text/javascript" language="JavaScript">                                   
   google.charts.load('current', {packages: ['corechart', 'bar']});
   google.setOnLoadCallback(function(){                                     
     setTimeout(function() { drawChart(); }, 100);
     /*drawChart();*/
   });                                                                                                       
   function drawChart() {
   var ms = [];
   var rec_count = 0;
   ms.push(['№', 'руб.', { role: 'annotation' }]);
     
   for (var i=1; i<11; i++) {
     if (parseFloat(document.getElementById("t_kassir_bonus" + i).innerHTML) > 0) {
       rec_count = rec_count+1;
       ms.push(['№ '+i, parseFloat(document.getElementById("t_kassir_bonus" + i).innerHTML), document.getElementById("t_kassir_caption" + i).innerHTML]);
     }
   }
 
   if (rec_count > 0) {
      var data = google.visualization.arrayToDataTable(ms);
      var options = {
        bar: {groupWidth: "95%"},
        annotations: {
         textStyle: {
          fontSize: 12,
          bold: true }
         }    
      
        };
      var chart = new google.visualization.BarChart(document.getElementById('bonus'));
       chart.draw(data, options); 
    }
             
   }     
  </script>
   
</head>
<style type="text/css"> 
    * {margin:0; padding:0; border:0; color:#626262; text-decoration:none; font-family:Arial, Helvetica, sans-serif; font-style:normal; font-weight:bold; font-size:12px; border-collapse:collapse; overflow:hidden;}
    html {overflow:hidden;}
    .size2 {font-size:14px;} .size3 {font-size:20px;} .size4 {font-size:50px;}
    .ac {text-align:center;} .ar {text-align:right;}
    .pa {position:absolute; left:0; width:100%;} .pr {position:relative; left:0; width:100%;}
    .hide {display:none;} .mark {color:#CC4139;}
    .total1 {font-family:"Courier New", Courier, monospace; color:#FFF;} .total2 {font-family:Impact;}
    .red1 {filter:progid:DXImageTransform.Microsoft.gradient(startColorstr="#FEEDCD", endColorstr="#FED78D");}
    .red2 {filter:progid:DXImageTransform.Microsoft.gradient(startColorstr="#FDC966", endColorstr="#FCA80C");}
    .gray1 {filter:progid:DXImageTransform.Microsoft.gradient(startColorstr="#c8c8c8", endColorstr="#b0b0b0");}
    .gray2 {filter:progid:DXImageTransform.Microsoft.gradient(startColorstr="#FFFFFF", endColorstr="#EAEAEA");}
    .gray3 {filter:progid:DXImageTransform.Microsoft.gradient(startColorstr="#E4E4E4", endColorstr="#B8B8B8");}
    .dlm {width:4px;}
</style>                             
<body>
    <div id="fr_content" class="pr" style="height:54px;">
        <div class="pa red1" style="top:0; height:50%;"></div>
        <div class="pa red2" style="top:50%; height:50%;"></div>
        <div class="pa ac" style="top:0; height:54px;">
            <div id="fr_model" class="pr" style="height:33%; font-weight:normal;">ККМ не инициализирована</div>
            <div id="fr_sess" class="pr" style="height:33%; font-weight:normal;">Смена: 0 (0/0), до конца 24 часа</div>
            <div id="fr_total" class="pr mark" style="height:33%;">Чеков: 0, сумма д/я = 0.00</div>
        </div>
    </div>
    <div class="pr" style="height:6px;"></div>
    <table id="tbl_info" style="width:100%;">
            <tr id="tr_pos"><td class="dlm" /><td id="t_pos_cap" class="size2">Позиций</td><td id="t_pos" class="ar size3">0</td><td class="dlm" /></tr>
        <tr id="tr_sum"><td class="dlm" /><td id="t_sum_cap" class="size2">Сумма</td><td id="t_sum" class="ar size3">0.00</td><td class="dlm" /></tr>
        <tr id="tr_dsc"><td class="dlm" /><td id="t_dsc_cap" class="size2">Скидка</td><td id="t_dsc" class="ar size3">0.00</td><td class="dlm" /></tr>
        <tr id="tr_cash"><td class="dlm" /><td id="t_cash_cap" class="mark size2">Наличные</td><td id="t_cash" class="ar mark size3">0.00</td><td class="dlm" /></tr>
        <tr id="tr_del"><td class="dlm" /><td id="t_del_cap" class="mark size2">Сдача</td><td id="t_del" class="ar mark size3">0.00</td><td class="dlm" /></tr>
        <tr id="tr_bonus"><td class="dlm" /><td id="t_bonus_cap" class="size1">Премия за посл. чек</td><td id="t_bonus" class="ar size1">0.00</td><td class="dlm" /></tr>
        <tr id="tr_bonus_smena"><td class="dlm" /><td id="t_bonus_smena_cap" class="size1">Премия за день</td><td id="t_bonus_smena" class="ar size1">0.00</td><td class="dlm" /></tr>
        <tr id="tr_bonus_all"><td class="dlm" /><td id="t_bonus_all_cap" class="size1">Премия за мес.</td><td id="t_bonus_all" class="ar size1">0.00</td><td class="dlm" /></tr>
        <tr style = "display:none" id="tr_kassir_bonus1"><td class="dlm" /><td id="t_kassir_caption1" class="size1">????</td><td id="t_kassir_bonus1" class="ar size1">0.00</td><td class="dlm" /></tr>
        <tr style = "display:none" id="tr_kassir_bonus2"><td class="dlm" /><td id="t_kassir_caption2" class="size1">????</td><td id="t_kassir_bonus2" class="ar size1">0.00</td><td class="dlm" /></tr>
        <tr style = "display:none" id="tr_kassir_bonus3"><td class="dlm" /><td id="t_kassir_caption3" class="size1">????</td><td id="t_kassir_bonus3" class="ar size1">0.00</td><td class="dlm" /></tr>
        <tr style = "display:none" id="tr_kassir_bonus4"><td class="dlm" /><td id="t_kassir_caption4" class="size1">????</td><td id="t_kassir_bonus4" class="ar size1">0.00</td><td class="dlm" /></tr>
        <tr style = "display:none" id="tr_kassir_bonus5"><td class="dlm" /><td id="t_kassir_caption5" class="size1">????</td><td id="t_kassir_bonus5" class="ar size1">0.00</td><td class="dlm" /></tr>
        <tr style = "display:none" id="tr_kassir_bonus6"><td class="dlm" /><td id="t_kassir_caption6" class="size1">????</td><td id="t_kassir_bonus6" class="ar size1">0.00</td><td class="dlm" /></tr>
        <tr style = "display:none" id="tr_kassir_bonus7"><td class="dlm" /><td id="t_kassir_caption7" class="size1">????</td><td id="t_kassir_bonus7" class="ar size1">0.00</td><td class="dlm" /></tr>
        <tr style = "display:none" id="tr_kassir_bonus8"><td class="dlm" /><td id="t_kassir_caption8" class="size1">????</td><td id="t_kassir_bonus8" class="ar size1">0.00</td><td class="dlm" /></tr>
        <tr style = "display:none" id="tr_kassir_bonus9"><td class="dlm" /><td id="t_kassir_caption9" class="size1">????</td><td id="t_kassir_bonus9" class="ar size1">0.00</td><td class="dlm" /></tr>
        <tr style = "display:none" id="tr_kassir_bonus10"><td class="dlm" /><td id="t_kassir_caption10" class="size1">????</td><td id="t_kassir_bonus10" class="ar size1">0.00</td><td class="dlm" /></tr>

    </table>                              
    <div id="bonus" style="bottom:0; width: 100%; height: 150px;"></div>                                   
    <div id="ftr_gray1" class="pa ac gray1 total1 size3" style="bottom:60px; height:22px;">ИТОГО</div>
    <div id="ftr_gray2" class="pa gray2" style="bottom:30px; height:30px;"></div><div id="ftr_gray3" class="pa gray3" style="bottom:0; height:30px;"></div>
    <div id="ftr_total" class="pa ac total2 mark size4" style="bottom:0; height:60px;">0.00</div>
</body>
</html>
  • Скопировать настройки для всех пользователей

Расчет премии

Кассир -> настройки -> администратор -> бонусы -> добавить "Премия" с текстом: 

 uses zkassa;
 begin
  result:= ::summa*-0.04; //Премия 4% от суммы чека
 end;

или 

 result:= (::summa - ::summa_o)*-0.2; //Премия 20% от прибыли

или 

 uses Zkassa;
 begin                                
  Chequelist.Active.FillGroups();
  //Премия 10% от продажи товаров из группы Акция
  If (::doc_type = 3) Then
    result:=Chequelist.Active.GroupSumm(960)*0.02
  Else
    result:=-1*Chequelist.Active.GroupSumm(960)*0.02;

 end;

Настройка с какого дня расчитывать премию/выручку

  • Выполнить запрос, который добавляет новый параметр в менеджер "С какого дня месяца рассчитывать премию кассирам?" 
 INSERT INTO PARAMS (ID, PARENT_ID, PARAM_ID, PARAM_CAPTION, PARAM_TYPE, PARAM_VALUE, AUDIT_ID, IMAGEINDEX, STATUS, INSERTDT, SORTING, PARAM_TYPE_DATA, PACKET) 
 VALUES ((SELECT MAX(ID)+1 FROM PARAMS),-30, 'BONUS_CALCULATE_DAY', 'С какого дня  месяца рассчитывать премию/выручку кассирам? (от 1 до 28)', 2, '1', 5082, 0, 0, '30-JUL-2014 08:34:35.812', 4, NULL, 16685);

Параметры для отображения премии и графика выручки, по умолчанию все выключено

INSERT INTO PARAMS (ID, PARENT_ID, PARAM_ID, PARAM_CAPTION, PARAM_TYPE, PARAM_VALUE, AUDIT_ID, IMAGEINDEX, STATUS, INSERTDT, SORTING, PARAM_TYPE_DATA, PACKET) VALUES 
((SELECT MAX(ID)+1 FROM PARAMS), -30, 'BONUS_ENABLE', 'Отображать премии(бонусы) на кассах?', 14, '1', 633, 0, 0, '16-DEC-2014 17:19:39.964', 46, 'FIXEDITEMS SHOWONLYVALUES RETURNNAME
0=Нет
1=Да', 26225);

INSERT INTO PARAMS (ID, PARENT_ID, PARAM_ID, PARAM_CAPTION, PARAM_TYPE, PARAM_VALUE, AUDIT_ID, IMAGEINDEX, STATUS, INSERTDT, SORTING, PARAM_TYPE_DATA, PACKET) VALUES 
((SELECT MAX(ID)+1 FROM PARAMS), -30, 'CASH_GRAPH_ENABLE', 'Отображать график выручки на кассах? (треб. перезапуск касс)', 14, '0', 633, 0, 0, '16-DEC-2014 17:19:39.964', 46, 'FIXEDITEMS SHOWONLYVALUES RETURNNAME
0=Нет
1=Да', 26225);

Добавить отчет по премиям

  • В папку с формами скопировать bonus.cffr3 и добавить его спомощью sql-запроса: 
 INSERT INTO REPORTS (PARENT_ID, STATUS, REPORTTYPE, SORTING, CAPTION, PARAMS, DATA, WDICT_ID) 
 VALUES (0, 0, 0, 12, 'Премии кассирам', '[freereport] tmplpath=bonus.cffr3', NULL, NULL);

Как себя проверить

Проверить все можно отбив любой чек на кассе, при этом должен рассчитаться бонус(премия), выручка в АРМ Кассира и в отчете "Премии кассирам" в АРМ Менеджера.

Результат в программе кассир 

Полезные ссылки: https://google-developers.appspot.com/chart/interactive/docs/gallery/barchart

Теги: премии, бонусы кассирам, кассиры, продавцы, з/п, зарплата, заработная плата, материальное стимулирование, рублемер

Премии. Вариант 2

Работают частично поверх версии 1 т.е. вначале установить версию 1 - потом доделать под версию 2 Без использования премий в кассире, есть возможность назначить двух продавцов на 1 день с заранее заданными процентами, или указать уже на прошедший день с указанием процентов, + редактировать проценты от продаж на уже прошедшие смены

Создать таблицу соответствия - продавец - процент продаж

/******************************************************************************/
/***               Generated by IBExpert 22.01.2016 13:58:45                ***/
/******************************************************************************/

/******************************************************************************/
/***      Following SET SQL DIALECT is just for the Database Comparer       ***/
/******************************************************************************/
SET SQL DIALECT 3;

/******************************************************************************/
/***                                 Tables                                 ***/
/******************************************************************************/

CREATE GENERATOR GEN_BONUSES_ID;

CREATE TABLE BONUSES (
    ID             DM_ID NOT NULL /* DM_ID = BIGINT */,
    USER_ID        DM_ID /* DM_ID = BIGINT */,
    BONUS_PERCENT  DM_DOUBLE /* DM_DOUBLE = DOUBLE PRECISION */
);

/******************************************************************************/
/***                              Primary keys                              ***/
/******************************************************************************/

ALTER TABLE BONUSES ADD CONSTRAINT PK_BONUSES PRIMARY KEY (ID);


/******************************************************************************/
/***                                Triggers                                ***/
/******************************************************************************/

SET TERM ^ ;

/******************************************************************************/
/***                          Triggers for tables                           ***/
/******************************************************************************/

/* Trigger: BONUSES_BI */
CREATE OR ALTER TRIGGER BONUSES_BI FOR BONUSES
ACTIVE BEFORE INSERT POSITION 0
as
begin
  if (new.id is null) then
    new.id = gen_id(gen_bonuses_id,1);
end
^

SET TERM ; ^

/******************************************************************************/
/***                               Privileges                               ***/
/******************************************************************************/

Изменить триггер - перед добавлением или после добавления пользователя - USERS_BI, добавить строку

insert into bonuses (user_id,BONUS_PERCENT) values (new.id,0);

создать таблицу - журнал смен

/******************************************************************************/
/***               Generated by IBExpert 25.01.2016 14:55:48                ***/
/******************************************************************************/

/******************************************************************************/
/***      Following SET SQL DIALECT is just for the Database Comparer       ***/
/******************************************************************************/
SET SQL DIALECT 3;

/******************************************************************************/
/***                                 Tables                                 ***/
/******************************************************************************/

CREATE GENERATOR GEN_AGENTS_BONUS_ID;

CREATE TABLE AGENTS_BONUS (
    ID             DM_ID NOT NULL /* DM_ID = BIGINT */,
    USER1_ID       DM_ID /* DM_ID = BIGINT */,
    USER2_ID       DM_ID /* DM_ID = BIGINT */,
    DATE_TEAMWORK  DM_DATE /* DM_DATE = DATE */,
    USER1_PERC     DM_DOUBLE /* DM_DOUBLE = DOUBLE PRECISION */,
    USER2_PERC     DM_DOUBLE /* DM_DOUBLE = DOUBLE PRECISION */
);

/******************************************************************************/
/***                              Primary keys                              ***/
/******************************************************************************/

ALTER TABLE AGENTS_BONUS ADD CONSTRAINT PK_AGENTS_BONUS PRIMARY KEY (ID);

/******************************************************************************/
/***                                Triggers                                ***/
/******************************************************************************/

SET TERM ^ ;

/******************************************************************************/
/***                          Triggers for tables                           ***/
/******************************************************************************/

/* Trigger: AGENTS_BONUS_BI */
CREATE OR ALTER TRIGGER AGENTS_BONUS_BI FOR AGENTS_BONUS
ACTIVE BEFORE INSERT POSITION 0
as
begin
  if (new.id is null) then
    new.id = gen_id(gen_agents_bonus_id,1);
end
^

SET TERM ; ^

/******************************************************************************/
/***                               Privileges                               ***/
/******************************************************************************/

создать представление - продавцы-процентыпродаж

/******************************************************************************/

/******************************************************************************/
/***      Following SET SQL DIALECT is just for the Database Comparer       ***/
/******************************************************************************/
SET SQL DIALECT 3;

/******************************************************************************/
/***                                 Views                                  ***/
/******************************************************************************/

/* View: VW_PREMI */
CREATE OR ALTER VIEW VW_PREMI(
    USERNAME,
    ID,
    BONUS_PERCENT)
AS
select u.username,u.id,b.bonus_percent from users u
left join bonuses b on u.id=b.user_id
where u.status <> -1
;

/******************************************************************************/
/***                                Triggers                                ***/
/******************************************************************************/

SET TERM ^ ;

/******************************************************************************/
/***                      Triggers for updatable views                      ***/
/******************************************************************************/

/* Trigger: VW_PREMI_BU0 */
CREATE OR ALTER TRIGGER VW_PREMI_BU0 FOR VW_PREMI
ACTIVE BEFORE UPDATE POSITION 0
AS
BEGIN
  POST_EVENT 'DUMMY_EVENT';
END
^

/* Trigger: VW_PREMI_BU0 */
CREATE OR ALTER TRIGGER VW_PREMI_BU0 FOR VW_PREMI
ACTIVE BEFORE UPDATE POSITION 0
AS
begin
  if (new.bonus_percent<>old.bonus_percent) then
    update bonuses b set b.bonus_percent= new.bonus_percent where b.user_id=new.id;
end
^

SET TERM ; ^

/******************************************************************************/
/***                               Privileges                               ***/
/******************************************************************************/

создать представление - журнал смен

/******************************************************************************/

/******************************************************************************/
/***      Following SET SQL DIALECT is just for the Database Comparer       ***/
/******************************************************************************/
SET SQL DIALECT 3;

/******************************************************************************/
/***                                 Views                                  ***/
/******************************************************************************/

/* View: VW_AGENTS_BONUS */
CREATE OR ALTER VIEW VW_AGENTS_BONUS(
    DOC_ID,
    USER_ID,
    SUMMA,
    SUM_BONUS)
AS
select aaa.DOC_ID,aaa.user_id,aaa.summa,coalesce(SUM(aaa.bonus),0) as bonuses
from
(
select d.id as DOC_ID,d.summa as summa,ab.user1_id as user_id,
(abs(d.summa))*(ab.user1_perc/100) as bonus,d.doc_type,d.status
from docs d
left join agents_bonus ab on (ab.user1_id = d.owner) and (ab.date_teamwork = cast(d.commitdate as date))
where ab.user1_id is not null

union distinct

select d.id as DOC_ID,d.summa as summa,ab.user2_id as user_id,
(abs(d.summa))*(ab.user2_perc/100) as bonus,d.doc_type,d.status
from docs d
left join agents_bonus ab on ((ab.user1_id = d.owner) or (ab.user2_id = d.owner)) and (ab.date_teamwork = cast(d.commitdate as date)) and (ab.user1_id <> ab.user2_id)
where (ab.user2_id is not null) and ab.user1_id is not null

) aaa
group by aaa.DOC_ID,aaa.user_id,aaa.summa
order by aaa.DOC_ID
;


/******************************************************************************/
/***                               Privileges                               ***/
/******************************************************************************/

Добавить и заполнить справочники

INSERT INTO SP$WDICTS (ID, PARENT_ID, CAPTION, DESCRIPTION, SID, STATUS, INSERTDT, INI, BMP, SORTING, FRAMECLASS) VALUES (34, 0, 'Смены работников', 'Смены работников', 'smeni', 0, '21-JAN-2016 10:24:20.759', NULL, NULL, 1, NULL); 

[insertsql]

[deletesql_selected]

[deletesql]

[refreshsql]
select first 100 ab.ID,
ab.user1_id,(select username from users u where ab.user1_id=u.id) as username1,
ab.user2_id,(select username from users u where ab.user2_id=u.id) as username2,
ab.date_teamwork,ab.user1_perc,ab.user2_perc
from AGENTS_BONUS ab
where id=:ID
order by DATE_TEAMWORK desc

[selectsqlwithdeleted]

[selectsql]
select first 100 ab.ID,
ab.user1_id,(select username from users u where ab.user1_id=u.id) as username1,
ab.user2_id,(select username from users u where ab.user2_id=u.id) as username2,
ab.date_teamwork,ab.user1_perc,ab.user2_perc
from AGENTS_BONUS ab
order by DATE_TEAMWORK desc

[form_show]
position=8
left=0
Top=0
Width=600
Height=500
MaxWidth=0
MaxHeight=0
MinWidth=0
MinHeight=0

[form_get]
position=8
left=0
Top=0
Width=600
Height=500
MaxWidth=0
MaxHeight=0
MinWidth=0
MinHeight=0

[main]
sourcetablename=AGENTS_BONUS
returnfieldname=ID
captionfieldname=DATE_TEAMWORK
keyfieldname=ID
ViewID=VW_AGENTS_BONUS
RootGroupTableName=
ShowCaption=Журнал смен
GetCaption=Журнал смен
GroupSelect=0
foldergroup=
initfolder_id=
dataset=1
InitTMSGroup_id=0
folders_visible=0
Canfloating=1
hidetoppanel=0
ActivateDictAction=0

[cfSelect]
selectfieldexpression=DATE_TEAMWORK
AllwaysPartial=1

[childs]
bottomdock_units=0
bottomdock_size=0
rightdock_units=0
rightdock_size=0

[editfields]
USER2_ID=WDICTS.USERS
username2=USER2_ID
DATE_TEAMWORK=default
USER1_PERC=default
USER2_PERC=default

[addfields]
id=select gen_id(gen_agents_bonus_id,1) from rdb$database
DATE_TEAMWORK=default

INSERT INTO SP$WDICTS (ID, PARENT_ID, CAPTION, DESCRIPTION, SID, STATUS, INSERTDT, INI, BMP, SORTING, FRAMECLASS) VALUES (35, 0, 'Пользователи просто', 'Пользователи просто', 'USERS', 1, '21-JAN-2016 10:36:31.930', NULL, NULL, NULL, NULL); 

[insertsql]

[deletesql_selected]

[deletesql]

[refreshsql]
Select
*
from users
where
ID=:ID

[selectsqlwithdeleted]
select * from users order by username,id

[selectsql]
select * from users where status=0 order by username,id

[updatesql]

[cfSelect]
selectfieldexpression=username
AllwaysPartial=1

[main]
showintheweb=true
returnfieldname=id
captionfieldname=username
ViewID=USERS
RootGroupTableName=
ShowCaption=Пользователи
GetCaption=Выберите пользователя
GroupSelect=0
InitGroup_id=
sourcetablename=USERS
keyfieldname=id
foldergroup=
initfolder_id=
dataset=0
InitTMSGroup_id=290
folders_visible=0
Canfloating=0
hidetoppanel=1
ActivateDictAction=0

[form_show]
position=2
Top=0
left=0
Width=0
Height=0
MaxWidth=0
MaxHeight=0
MinWidth=0
MinHeight=0

[form_get]
position=8
Top=0
left=0
Width=600
Height=400
MaxWidth=0
MaxHeight=0
MinWidth=0
MinHeight=0

[childs]
bottomdock_units=0
bottomdock_size=0
rightdock_units=1
rightdock_size=95

[editfields]
FIO=Default

INSERT INTO SP$WDICTS (ID, PARENT_ID, CAPTION, DESCRIPTION, SID, STATUS, INSERTDT, INI, BMP, SORTING, FRAMECLASS) VALUES (36, 0, 'Премии кассирам', 'Премии кассирам', 'premi', 0, '22-JAN-2016 09:46:25.380', NULL, NULL, 1, NULL); 

[insertsql]

[deletesql_selected]

[deletesql]

[refreshsql]
select * from VW_PREMI
where ID=:ID

[selectsqlwithdeleted]
select * from VW_PREMI
order by username,id

[selectsql]
select * from VW_PREMI
order by username,id

[updatesql]

[cfSelect]
selectfieldexpression=username
AllwaysPartial=1

[main]
showintheweb=true
returnfieldname=ID
captionfieldname=USERNAME
ViewID=VW_PREMI
RootGroupTableName=
ShowCaption=Пользователи
GetCaption=Выберите пользователя
GroupSelect=0
InitGroup_id=
sourcetablename=VW_PREMI
keyfieldname=id
foldergroup=
initfolder_id=
dataset=0
InitTMSGroup_id=290
folders_visible=0
Canfloating=0
hidetoppanel=1
ActivateDictAction=0

[form_show]
position=2
Top=0
left=0
Width=0
Height=0
MaxWidth=0
MaxHeight=0
MinWidth=0
MinHeight=0

[form_get]
position=8
Top=0
left=0
Width=600
Height=400
MaxWidth=0
MaxHeight=0
MinWidth=0
MinHeight=0

[childs]
bottomdock_units=0
bottomdock_size=0
rightdock_units=0
rightdock_size=0

[editfields]
bonus_percent=default

перенести уже существующих продавцов в таблицу соответствия процентам

insert into bonuses (user_id, bonus_percent)
select id,0 from users where status <> -1

Добавить в PR_DOC_COMMIT учёт смен

if ((doc_type=3) or (doc_type=9))  then begin
    if ((select count(*) from agents_bonus where DATE_TEAMWORK = current_date)=0) then begin
        insert into agents_bonus (USER1_ID,DATE_TEAMWORK,USER1_PERC) values ((select d.owner from docs d where d.id=:doc_id),current_date,(select BONUS_PERCENT from bonuses where user_id=(select d.owner from docs d where d.id=:doc_id)));
    end
    else begin
        if (((select user1_id from agents_bonus where DATE_TEAMWORK = current_date )<>(select d.owner from docs d where d.id=:doc_id)) and
        ((select user2_id from agents_bonus where DATE_TEAMWORK = current_date)is null)) then begin
            update  agents_bonus  set user2_id = (select d.owner from docs d where d.id=:doc_id),USER2_PERC = (select BONUS_PERCENT from bonuses where user_id=(select d.owner from docs d where d.id=:doc_id))   where DATE_TEAMWORK = current_date;
        end
    end
end

изменить отображение бонусов в кассире

   //Определяем бонус за последний чек
   iq.active := False;
   iq.sql.text :='select ab.SUM_BONUS ' +
                  'from vw_agents_bonus ab  ' +
                  'where ab.doc_id =(select max(id) from DOCS d2 where status = 1 and ( (doc_type = 3 and owner = ' + inttostr(userid) + ') or (doc_type = 9 and (select owner from docs d3 where d3.id = d2.parent_id) = ' + inttostr(userid) + ') )) ' +
                  'and ab.user_id = ' + inttostr(userid) + ';';

   //Определяем суммарный бонус за смену
   iq.active := False;
   iq.sql.text := 'select Round(coalesce(sum(ab.SUM_BONUS),0),2) as sum_bonus ' +
                  'from vw_agents_bonus ab ' +
                  'left join docs d on ab.doc_id = d.id ' +
                  'where d.status = 1 and ' +
                  'd.commitdate between CURRENT_DATE || '' 00:00'' and CURRENT_DATE || '' 23:59''' +
                  'and ab.user_id = ' + inttostr(userid) + ' ;';

   //Определяем суммарный бонус за месяц
   iq.active := False;
   iq.sql.text := 'select Round(coalesce(sum(ab.SUM_BONUS),0),2) as sum_bonus ' +
                  'from vw_agents_bonus ab ' +
                  'left join docs d on ab.doc_id = d.id ' +
                  'where d.status = 1 and ' +
                  'd.commitdate between '''+BONUS_CALCULATE_DAY+''' || ''.'' || iif('+BONUS_CALCULATE_DAY+' > EXTRACT(DAY from CURRENT_DATE), EXTRACT(MONTH from DATEADD(month, -1, CURRENT_DATE)),EXTRACT(MONTH from CURRENT_DATE)) || ''.'' || iif(1 > EXTRACT(DAY from CURRENT_DATE), EXTRACT(YEAR from DATEADD(MONTH, -1, CURRENT_DATE)),EXTRACT(YEAR from CURRENT_DATE)) || '' 00:00'' ' +
                  'and CURRENT_DATE || '' 23:59'' ' +
                  'and ab.user_id = ' + inttostr(userid) + ';';

отчёт + отчёт детальный по премиям по 2 варианту

Медиа:Bonus.zip

Источник — «http://wiki.standart-n.ru/index.php?title=Установка_бонусов_кассирам&oldid=6091»