from rest_framework import viewsets, status from rest_framework.filters import SearchFilter, OrderingFilter from django_filters.rest_framework import DjangoFilterBackend from rest_framework.views import APIView from rest_framework.response import Response from django.conf import settings from .models import * from .serializers import * from questbanker_api.utils import get_current_user from exservices.models import OrganisationSmsSubscription,MemberSmsSubscription from exservices.exservices_helper import send_customer_sms,send_mm_pin from mmbanking.models import MobileBankingSubscription from .helper import get_customer_custom_fields_meta,get_customer_next_member_number from savings.savings_helper import generate_saving_account_code, get_savings_account_initial_state, save_sender_transactions, save_reciever_transactions from savings.savings_bal_helper import get_account_balance from ledgers.models import InterBranchTransactions from savings.models import SavingsProduct, TransferTransactions, FixedDeposit, SavingsBlockedAmount, SchoolFeesIntegrations from general.helper import date_time_zone_convert import json from django.http import Http404 from django.db.models import Q, Count import random from users.audit_log_helper import add_system_audit_trail from notifications.notifications_helper import * from datetime import datetime class CustomerTypesViewSet(viewsets.ModelViewSet): ''' List all customer types ''' serializer_class = CustomerTypeSerializer filter_backends = (SearchFilter, OrderingFilter, DjangoFilterBackend, ) filterset_fields = ['customer_type', ] search_fields = ('customer_type', ) ordering_fields = ['customer_type', ] def perform_create(self, serializer): organisation_id = get_current_user(self.request, 'organisation_id', None) organisation = Organisation.objects.filter(id=organisation_id).first() instance = serializer.save(customer_type_added_by=self.request.user, organisation=organisation) def get_queryset(self): organisation_id = get_current_user(self.request, 'organisation_id', None) return CustomerType.objects.filter(organisation__id=organisation_id).order_by('id') class GroupCategoriesViewSet(viewsets.ModelViewSet): ''' List all group categories ''' serializer_class = GroupCategorySerializer filter_backends = (SearchFilter, OrderingFilter, DjangoFilterBackend, ) filterset_fields = ['category_name', ] search_fields = ('category_name', ) ordering_fields = ['category_name', ] def perform_create(self, serializer): organisation_id = get_current_user(self.request, 'organisation_id', None) organisation = Organisation.objects.filter(id=organisation_id).first() serializer.save(group_category_added_by=self.request.user, organisation=organisation) def get_queryset(self): organisation_id = get_current_user(self.request, 'organisation_id', None) return GroupCategory.objects.filter(organisation__id=organisation_id).order_by('id') class CustomerRegistrationFieldsViewSet(viewsets.ModelViewSet): ''' List all customer registration fields POST { "customer_reg_field_option": [{"field_option_label":"Male","field_option_value":"M"},{"field_option_label":"Female","field_option_value":"F"}], "field_label": "Gender", "field_type": "radio", "field_abbreviation": "Gender" } ''' serializer_class = CustomerRegFieldSerializer filter_backends = (SearchFilter, OrderingFilter, DjangoFilterBackend, ) filterset_fields = ['field_label', ] search_fields = ('field_label', ) ordering_fields = ['field_label', ] # queryset = YourModel.objects.all() # pagination_class = None def get_queryset(self): organisation_id = get_current_user(self.request, 'organisation_id', 1) filter_by = self.request.GET.get('customer_type_field', None) customer_type = self.request.GET.get('customer_type', None) if filter_by and filter_by == 'false': # filter for the fields not assigned to the current organisation customer type return CustomerRegField.objects.exclude(pk__in=[x.customer_reg_field.pk for x in CustomerTypeField.objects.filter(customer_type_field=customer_type,organisation__id=organisation_id)]) return CustomerRegField.objects.all() def perform_create(self, serializer): request_data = self.request.data fields_options_data = request_data.get('customer_reg_field_option', None) registered_by =self.request.user new_field = serializer.save(customer_reg_field_added_by=registered_by) if fields_options_data: for field_option in fields_options_data: fields_option = { "field_option_label":field_option['field_option_label'], "field_option_value":field_option['field_option_value'] } CustomerRegFieldOption.objects.create(customer_reg_field_option=new_field, **fields_option, customer_reg_field_option_added_by=registered_by) return Response({'message': 'Saving product interest successfully created'}, status=status.HTTP_200_OK) def perform_update(self, serializer): request_data = self.request.data id = request_data.get('id', None) action = request_data.get('action', None) fields_options_data = request_data.get('customer_reg_field_option', None) if action == 'delete': CustomerRegField.objects.get(pk=id).delete() else: registered_by =self.request.user updated_options = [] custom_reg_field = serializer.save() if fields_options_data: for fields_option_data in fields_options_data: if int(fields_option_data['id']) > 0: option_instance = CustomerRegFieldOption.objects.get(pk=int(fields_option_data['id'])) if option_instance: option_instance.field_option_label = fields_option_data['field_option_label'] option_instance.field_option_value = fields_option_data['field_option_value'] option_instance.save() updated_options.append(fields_option_data['id']) if int(fields_option_data['id']) == 0: fields_option = { "field_option_label":fields_option_data['field_option_label'], "field_option_value":fields_option_data['field_option_value'] } option_instance = CustomerRegFieldOption.objects.create(customer_reg_field_option=custom_reg_field, **fields_option, customer_reg_field_option_added_by=registered_by) updated_options.append(option_instance.id) if len(updated_options) > 0: option_instances = CustomerRegFieldOption.objects.filter(customer_reg_field_option=custom_reg_field).exclude(id__in=updated_options) if option_instances: for option_instance in option_instances: option_instance.delete() class CustomerTypeRegFieldsViewSet(viewsets.ModelViewSet): ''' List all customer type registration fields ''' queryset = CustomerTypeField.objects.all() serializer_class = CustomerTypeRegFieldSerializer filter_backends = (SearchFilter, OrderingFilter, DjangoFilterBackend, ) filterset_fields = ['org_field_label', ] search_fields = ('org_field_label', ) ordering_fields = ['org_field_label', ] def perform_create(self, serializer): instance = serializer.save( customer_type_field_added_by=self.request.user) class CustomersViewSet(viewsets.ModelViewSet): ''' List all customers POST { "customer": [{"customer_field":1,"value":"123456"}], "name": "Demo Test", "member_number": "123456", "old_member_number": "", "status": "", "customer_branch": 1 } ''' serializer_class = CustomerSerializer filter_backends = (SearchFilter, OrderingFilter, DjangoFilterBackend, ) filterset_fields = ['member_number','name', 'old_member_number', 'branch_customer_type','customer_branch', 'group_category'] search_fields = ['member_number','name', 'old_member_number'] ordering_fields = ['name', 'member_number'] def get_queryset(self): organisation_id = get_current_user(self.request, 'organisation_id', None) search = self.request.GET.get('search', None) finwise_only = self.request.GET.get('finwise_only', 'false') source_customer_type_id = self.request.GET.get('source_customer_type_id', None) old_member_number = self.request.GET.get('old_member_number', None) has_members = self.request.GET.get('has_members', None) date_added = self.request.GET.get('date_added', None) start_date = self.request.GET.get('start_date', None) customer_filter = {"customer_branch__branch_organisation":Organisation.objects.get(pk=organisation_id),"is_deleted":False} filter = self.request.GET.get('filter',None) if filter and filter == 'all': return Customer.objects.filter(customer_branch__branch_organisation = organisation_id, is_deleted=False) if old_member_number: return Customer.objects.filter(**{"customer_branch__branch_organisation":Organisation.objects.get(pk=organisation_id),"old_member_number":old_member_number}) # get customers of customer types [groups] whose customer source is customer_type_id if source_customer_type_id: customer_filter['branch_customer_type__source_client_type'] = source_customer_type_id if has_members: customer_filter['branch_customer_type__has_members'] = has_members if date_added: customer_filter['date_added__date__lte'] = date_added if start_date: customer_filter['date_added__date__gte'] = start_date qs = Customer.objects.filter(**customer_filter) # Optional explicit Finwise-only flag (by organisation name) if finwise_only and finwise_only.lower() == 'true': qs = qs.filter(customer_branch__branch_organisation__name__icontains='finwise') # Search over name(full_name) and member_number(account_number) if search: qs = qs.filter(Q(name__icontains=search) | Q(member_number__icontains=search)) return qs.order_by('member_number') def list(self, request, *args, **kwargs): # Support page_size=all by bypassing pagination with an upper cap page_size = request.GET.get('page_size') queryset = self.filter_queryset(self.get_queryset()) if page_size and page_size.lower() == 'all': queryset = queryset[:1000] serializer = self.get_serializer(queryset, many=True) return Response(serializer.data) return super().list(request, *args, **kwargs) def perform_create(self, serializer): request_data = self.request.data savings_product = request_data.get('savings_product', None) send_sms = request_data.get('send_sms',False) subscribe = request_data.get('subscribe',False) customer_metas = request_data.get('customer',False) branch_id = get_current_user(self.request, 'organisation_branch_id', None) branch = OrganisationBranch.objects.get(pk=branch_id) nin = request_data.get('nin', None) nationality = request_data.get('nationality') or "Ugandan" organisation_branch_id = get_current_user(self.request, 'organisation_branch_id', 1) organisation_branch = OrganisationBranch.objects.get(pk=organisation_branch_id) saved_customer = serializer.save(customer_branch=organisation_branch, nationality=nationality, nin=nin) if saved_customer: if customer_metas: for customer_meta in customer_metas: customer_meta = {"customer":saved_customer,"customer_field_id":customer_meta["customer_field"],"value":customer_meta["value"],"customer_field_added_by":self.request.user} save_meta_data = CustomerFieldMeta.objects.create(**customer_meta) if save_meta_data: if save_meta_data.customer_field.customer_reg_field.id == 82: data = {"school_code":save_meta_data.value, "school_name":save_meta_data.customer.name, "school_organisation":organisation_branch.branch_organisation, "customer":save_meta_data.customer} SchoolFeesIntegrations.objects.create(**data) self.update_customer_location(saved_customer,request_data,branch) self.create_default_savings_account(saved_customer,savings_product,organisation_branch,self.request.user) if subscribe: self.auto_subscribe_to_sms_banking(saved_customer,organisation_branch,self.request.user) if send_sms: self.send_customer_welcome_sms(saved_customer,organisation_branch,self.request.user) self.send_customer_mmbanking_sms(saved_customer) def perform_update(self, serializer): print("**************************************************** Where are you 1. ") request_data = self.request.data is_deleted = request_data.get('is_deleted', False) is_change = request_data.get('is_change', False) branch_customer_type = request_data.get('branch_customer_type_id', None) branch_id = get_current_user(self.request, 'organisation_branch_id', None) branch = OrganisationBranch.objects.get(pk=branch_id) customer_id = self.kwargs.get('pk',self.kwargs.get('id')) print("**************************************************** Where are you 1. ") customer = Customer.objects.get(pk=customer_id) # customer = Customer.objects.filter(pk=customer_id).order_by('id').first() old_details = CustomerSerializer(customer,read_only=True).data reason = '' action_perform = '' saved_customer = serializer.save() if is_change == True: saved_customer.branch_customer_type_id = branch_customer_type saved_customer.save() if is_deleted == True: saved_customer.is_deleted = is_deleted saved_customer.save() message = f'Deleted customer details for: {saved_customer.name} ({saved_customer.member_number})' add_system_audit_trail('customer_management','delete_customer',message,'',old_details,{},self.request.user,branch) self.delete_customer_accounts(saved_customer,branch) if is_change == False and is_deleted == False: saved_customer.name = re.sub(r'\s+', ' ',request_data.get('name')) saved_customer.status = re.sub(r'\s+', ' ',request_data.get('status')) saved_customer.old_member_number = re.sub(r'\s+', ' ',request_data.get('old_member_number')) saved_customer.save() self.update_customer_meta_fields(saved_customer,request_data,self.request.user,branch) action_perform = 'update_customer' message = f'Updated customer for: {saved_customer.name} ({saved_customer.member_number})' new_details = CustomerSerializer(Customer.objects.get(pk=customer_id),read_only=True).data add_system_audit_trail('customer_management',action_perform,message,reason,old_details,new_details,self.request.user,branch) def auto_subscribe_to_sms_banking(self,customer,organisation_branch,user): if customer: org_subs = OrganisationSmsSubscription.objects.filter(organisation__id=organisation_branch.branch_organisation.id, is_subscribed=True) if org_subs: for org_sub in org_subs: member_sms_sub = MemberSmsSubscription.objects.filter( org_subscription=org_sub, customer=customer).first() if member_sms_sub: member_sms_sub.is_subscribed = True member_sms_sub.save() if not member_sms_sub: data = {"customer": customer, "org_subscription": org_sub, "sub_added_by":user, "sub_last_updated_by":user, "is_subscribed": True} MemberSmsSubscription.objects.create(**data) def send_customer_mmbanking_sms(self,customer): # Generate pin of length 4 pin = random.randint(pow(10, 3), pow(10, 4) - 1) data = {"customer": customer, "telephone_no": customer.telephone,"pin":pin,"active":True,"added_by":customer.customer_added_by} subscription = MobileBankingSubscription.objects.create(**data) if subscription: sms_text = "Dear "+subscription.customer.name.capitalize()+", Welcome to "+subscription.customer.customer_branch.branch_organisation.name.upper() + \ " mobile banking\n Dial *284*55#. Access MEM NO: " + \ subscription.customer.member_number+" PIN: "+str(pin) send_mm_pin(subscription, sms_text,self.request.user) def send_customer_welcome_sms(self,customer,organisation_branch,user): if customer: org_sub = OrganisationSmsSubscription.objects.filter( sms_type__sms_type_key='welcome_sms', organisation__id=organisation_branch.branch_organisation.id, is_subscribed=True).first() if org_sub: member_sms_sub = MemberSmsSubscription.objects.filter( org_subscription=org_sub, customer=customer).first() if not member_sms_sub: data = {"customer": customer, "org_subscription": org_sub, "sub_added_by":user, "sub_last_updated_by":user, "is_subscribed": True} MemberSmsSubscription.objects.create(**data) sms_msg = 'Dear '+customer.name.capitalize() +', Welcome to '+organisation_branch.branch_organisation.short_name+ ',\n your account has been successfully registered' data = {"sms_key":"welcome_sms","customer":customer,"user":user,"branch_id":organisation_branch.id,"sms_msg":sms_msg} send_customer_sms(data) def create_default_savings_account(self,customer,savings_product,organisation_branch,user): if customer: # Create customer savings Account if savings_product and int(savings_product) > 0: account_product = SavingsProduct.objects.get(pk=savings_product) initial_state = get_savings_account_initial_state(account_product) SavingAccount.objects.create( account_no=generate_saving_account_code(organisation_branch.id), account_customer=customer, account_product=account_product, customer_branch=organisation_branch, status=initial_state['status'], is_active=initial_state['is_active'], saving_account_added_by=user, opened_by=user.user_staff, saving_account_last_updated_by=user ) else: # Get default savings product savings_product = OrganisationSetting.objects.filter(org_setting__id = organisation_branch.branch_organisation.id,setting_key ="savings_product").first() if savings_product: if len(savings_product.setting_value) > 0: account_product = SavingsProduct.objects.get(pk=savings_product.setting_value) initial_state = get_savings_account_initial_state(account_product) SavingAccount.objects.create( account_no=generate_saving_account_code(organisation_branch.id), account_customer=customer, account_product=account_product, customer_branch=organisation_branch, status=initial_state['status'], is_active=initial_state['is_active'], saving_account_added_by=user, opened_by=user.user_staff, saving_account_last_updated_by=user ) def update_customer_meta_fields(self,updated_customer,request_data,user,branch): print("**************************************************** Where are you 2. ") old_details = {} new_details = {} if updated_customer: customer_meta_datas = request_data.get('customer') if customer_meta_datas: for customer_meta_data in customer_meta_datas: customer_field = CustomerFieldMeta.objects.filter(customer_field__id=customer_meta_data['customer_field'], customer=updated_customer).first() if customer_field: old_details[customer_field.customer_field.org_field_label] = customer_field.value customer_field.value = customer_meta_data['value'] customer_field.save() new_field = CustomerFieldMeta.objects.get(pk=customer_field.id) new_details[new_field.customer_field.org_field_label] = new_field.value if new_field.customer_field.customer_reg_field.id == 82: school_fees_integration = SchoolFeesIntegrations.objects.filter(customer=new_field.customer, school_organisation=new_field.customer.customer_branch.branch_organisation).first() if school_fees_integration: school_fees_integration.school_code = new_field.value school_fees_integration.school_name = new_field.customer.name school_fees_integration.save() else: new_field = CustomerFieldMeta.objects.create(customer_field=CustomerTypeField.objects.get(pk=customer_meta_data['customer_field']),value = customer_meta_data['value'], customer=updated_customer, customer_field_added_by=user) if new_field: school_fees_integration = SchoolFeesIntegrations.objects.filter(customer=new_field.customer, school_organisation=new_field.customer.customer_branch.branch_organisation).first() if school_fees_integration: school_fees_integration.school_code = new_field.value school_fees_integration.school_name = new_field.customer.name school_fees_integration.save() else: data = {"school_code":new_field.value, "school_name":new_field.customer.name, "school_organisation":new_field.customer.customer_branch.branch_organisation, "customer":new_field.customer} SchoolFeesIntegrations.objects.create(**data) if old_details: message = f'Updated customer details for: {updated_customer.name} ({updated_customer.member_number})' add_system_audit_trail('customer_management','update_customer',message,'',old_details,new_details,self.request.user,branch) def delete_customer_accounts(self,instance,branch): accounts = SavingAccount.objects.filter(account_customer = instance) for account in accounts: old_details = CustomerSavingAccountsSerializer(account,read_only=True).data message = f'Deleted Saving Account: {account.account_no} For Customer: {account.account_customer.name}' add_system_audit_trail('savings','delete_savings_account',message,'',old_details,{},self.request.user,branch) account.deleted = True account.save() def update_customer_location(self,instance,request_data,branch): print("**************************************************** Where are you 3. ") updated_addr = request_data.get('updated_address',None) if updated_addr: village_id = updated_addr['village'] villagename = updated_addr['villagename'] parish_id = updated_addr['parish'] parishname = updated_addr['parishname'] subcounty_id = updated_addr['subcounty'] subcountyname = updated_addr['subcountyname'] county_id = updated_addr['county'] county_name = updated_addr['countyname'] district_id = updated_addr['district'] district_name = updated_addr['districtname'] village = None physical_address = updated_addr['physical_address'] if district_id == None and district_name: saved_district = District.objects.create(districtname = district_name) if saved_district: district_id = saved_district.id if district_id: if county_id == None and county_name: saved_county = County.objects.create(district=District.objects.get(pk=district_id),countyname = county_name) if saved_county: county_id = saved_county.id if county_id: if subcounty_id == None and subcountyname: saved_subcounty= SubCounty.objects.create( county = County.objects.get(pk=county_id), subcountyname = subcountyname, is_verified = False ) if saved_subcounty: subcounty_id = saved_subcounty.id if parish_id == None and subcounty_id and parishname: saved_parish = Parish.objects.create( subcounty = SubCounty.objects.get(pk=subcounty_id), parishname = parishname, is_verified = False ) if saved_parish: parish_id = saved_parish.id if village_id == None and parish_id and villagename: saved_village = Village.objects.create( parish = Parish.objects.get(pk=parish_id), villagename = villagename, is_verified = False ) if saved_village: village_id = saved_village.id if village_id: village = Village.objects.filter(id=village_id).first() # customer_address = CustomerAddress.objects.filter(customer=instance).first() customer_address = CustomerAddress.objects.filter(customer=instance).order_by("id").first() if customer_address: old_details = CustomerAddressSerializer(customer_address,read_only=True).data customer_address.village = village customer_address.parish = parish_id customer_address.subcounty = subcounty_id customer_address.county = county_id customer_address.district = district_id customer_address.physical_address = physical_address customer_address.address_added_by = self.request.user customer_address.save() new_details = CustomerAddressSerializer(CustomerAddress.objects.get(pk=customer_address.id),read_only=True).data message = f'Updated Location For Customer: {instance.name}' add_system_audit_trail('customer_management','update_customer_location',message,'',old_details,new_details,self.request.user,branch) else: CustomerAddress.objects.create(customer=instance,village=village,parish=parish_id,subcounty=subcounty_id,county = county_id,district = district_id,address_added_by=self.request.user,physical_address=physical_address) class GroupOrgCustomerRegFieldsViewSet(APIView): ''' For grouping organisation customer registration fiels''' def get(self, request, format=None): # filter by organisation response = [] organisation_id = get_current_user(self.request, 'organisation_id', None) organisation = Organisation.objects.get(pk=organisation_id) customer_types = CustomerType.objects.filter(organisation=organisation).order_by('id') for customer_type in customer_types: fields_obj = [] customer_type_fields = CustomerTypeField.objects.filter( customer_type_field=customer_type, organisation=organisation).order_by('id') for customer_type_field in customer_type_fields: fields_obj.append( { "id": customer_type_field.id, "org_field_label": customer_type_field.org_field_label, "org_field_abbreviation": customer_type_field.org_field_abbreviation, "required": customer_type_field.required, "order": customer_type_field.order, "section": customer_type_field.section, "field_label":customer_type_field.customer_reg_field.field_label, "field_abbreviation":customer_type_field.customer_reg_field.field_abbreviation, "is_active":customer_type_field.is_active }) response.append({"customer_type": customer_type.customer_type, "id": customer_type.id, "has_members":customer_type.has_members, "source_client_type":customer_type.source_client_type, "fields": fields_obj, }) return Response({"results": response, "count": len(response)}) class CustomerRegFieldOptionsViewSet(viewsets.ModelViewSet): ''' Customer reg field Options ''' queryset = CustomerRegFieldOption.objects.all() serializer_class = CustomerRegFieldOptionSerializer filter_backends = (SearchFilter, OrderingFilter, DjangoFilterBackend, ) filterset_fields = ['field_option_label', ] search_fields = ('field_option_label', ) ordering_fields = ['field_option_label', ] def perform_create(self, serializer): customer_reg_field = self.request.GET.get('customer_reg_field_id', None) if customer_reg_field: field = CustomerRegField.objects.filter(id= customer_reg_field).first() if field: instance = serializer.save(customer_reg_field_option=field, customer_reg_field_option_added_by=self.request.user) return instance raise Http404 class GroupMembersViewSet(viewsets.ModelViewSet): serializer_class = CustomerMembershipSerializer http_method_names = ['get', 'post', 'patch'] def get_queryset(self): member = self.request.GET.get('member', None) group_id = self.request.GET.get('group', None) search = self.request.GET.get('search', None) active = self.request.GET.get('active', None) query_filter = {} if active: query_filter['active'] = active if group_id: query_filter['group__id'] = group_id if member: query_filter['member__id'] = member if search: return GroupMembership.objects.filter(Q(member__name__icontains=search) | Q(member__member_number__icontains=search)| Q(member__old_member_number__icontains=search),**query_filter) else: return GroupMembership.objects.filter(**query_filter) def perform_create(self, serializer): group = self.request.data.get('group') members = self.request.data.get('members') if members: members = json.loads(members) for member in members: role = member['role'] member_id = member['id'] exists = GroupMembership.objects.filter(group_id=group, member_id=member_id) if len(exists) > 0: member = exists[0] member.role = role member.active = True member.added_by_id = self.request.user.id else: member= GroupMembership.objects.filter(member_id=member_id).first() if member: member.role = role member.active = True member.group = Customer.objects.get(pk = group) else: if member_id != group: member = GroupMembership(group_id=group, member_id=member_id, role=role, added_by_id=self.request.user.id) # Save membership member.save() class GroupCategoryMembersViewSet(viewsets.ModelViewSet): serializer_class = GroupCategoryMemberSerializer http_method_names = ['get', 'post', 'patch'] def _base_queryset(self): organisation_id = get_current_user(self.request, 'organisation_id', None) return Customer.objects.filter( customer_branch__branch_organisation__id=organisation_id, is_deleted=False, ).select_related('group_category', 'branch_customer_type', 'customer_branch') def _is_truthy(self, value): return str(value).strip().lower() in ['1', 'true', 'yes', 'y', 'on'] def _extract_group_category_id(self, request_data): group_category = request_data.get('group_category', None) if group_category is None and 'group_category_id' in request_data: group_category = request_data.get('group_category_id') if group_category in [None, '', {}]: return None if isinstance(group_category, dict): group_category = group_category.get('id') or group_category.get('group_category_id') or group_category.get('value') if group_category in [None, '']: return None return str(group_category).strip() def _extract_customer_ids(self, request_data): members = request_data.get('members', None) if members in [None, '']: members = request_data.get('customers', None) if members in [None, '']: members = request_data.get('member', None) if members in [None, '']: members = request_data.get('customer', None) if members in [None, '']: return [] if isinstance(members, str): try: members = json.loads(members) except (TypeError, ValueError): members = [members] if not isinstance(members, list): members = [members] customer_ids = [] for member in members: customer_id = member if isinstance(member, dict): customer_id = member.get('id') or member.get('customer') or member.get('customer_id') or member.get('member') or member.get('member_id') or member.get('value') if customer_id in [None, '', {}]: continue customer_ids.append(str(customer_id).strip()) return list(dict.fromkeys(customer_ids)) def _get_group_category(self, group_category_id): organisation_id = get_current_user(self.request, 'organisation_id', None) return GroupCategory.objects.filter(id=group_category_id, organisation__id=organisation_id).first() def _should_clear_assignment(self, request_data): action = str(request_data.get('action', '')).strip().lower() remove = request_data.get('remove', None) if action in ['remove', 'delete', 'clear', 'unassign']: return True if remove is not None and self._is_truthy(remove): return True if ('group_category' in request_data or 'group_category_id' in request_data) and self._extract_group_category_id(request_data) is None: return True return False def get_queryset(self): customer_id = self.request.GET.get('customer', None) or self.request.GET.get('member', None) group_category_id = self.request.GET.get('group_category', None) or self.request.GET.get('group_category_id', None) search = self.request.GET.get('search', None) assigned = self.request.GET.get('assigned', None) queryset = self._base_queryset() if customer_id: queryset = queryset.filter(id=customer_id) if group_category_id: queryset = queryset.filter(group_category__id=group_category_id) if assigned is not None: queryset = queryset.filter(group_category__isnull=not self._is_truthy(assigned)) elif not customer_id and not group_category_id: queryset = queryset.filter(group_category__isnull=False) if search: queryset = queryset.filter( Q(name__icontains=search) | Q(member_number__icontains=search) | Q(old_member_number__icontains=search) | Q(group_category__category_name__icontains=search) ) return queryset.order_by('name', 'member_number') def get_object(self): customer_id = self.kwargs.get(self.lookup_field) customer = self._base_queryset().filter(pk=customer_id).first() if not customer: raise Http404 self.check_object_permissions(self.request, customer) return customer def create(self, request, *args, **kwargs): group_category_id = self._extract_group_category_id(request.data) if not group_category_id: return Response( {"message": "group_category or group_category_id is required."}, status=status.HTTP_400_BAD_REQUEST, ) group_category = self._get_group_category(group_category_id) if not group_category: return Response( {"message": "Selected group category is invalid for the current organisation."}, status=status.HTTP_400_BAD_REQUEST, ) customer_ids = self._extract_customer_ids(request.data) if not customer_ids: return Response( {"message": "At least one customer is required. Send members/customers or member/customer."}, status=status.HTTP_400_BAD_REQUEST, ) customers = self._base_queryset().filter(id__in=customer_ids) existing_customer_ids = {str(customer_id) for customer_id in customers.values_list('id', flat=True)} invalid_customer_ids = [customer_id for customer_id in customer_ids if customer_id not in existing_customer_ids] if invalid_customer_ids: return Response( { "message": "Some customers were not found for the current organisation.", "invalid_customers": invalid_customer_ids, }, status=status.HTTP_400_BAD_REQUEST, ) customers.update(group_category=group_category) updated_customers = self._base_queryset().filter(id__in=customer_ids).order_by('name', 'member_number') return Response( { "message": "Group category assigned successfully.", "count": updated_customers.count(), "results": self.get_serializer(updated_customers, many=True).data, }, status=status.HTTP_200_OK, ) def partial_update(self, request, *args, **kwargs): customer = self.get_object() if self._should_clear_assignment(request.data): customer.group_category = None customer.save(update_fields=['group_category']) return Response( { "message": "Group category assignment removed successfully.", "result": self.get_serializer(customer).data, }, status=status.HTTP_200_OK, ) group_category_id = self._extract_group_category_id(request.data) if not group_category_id: return Response( {"message": "group_category or group_category_id is required. Send null or action=remove to unassign."}, status=status.HTTP_400_BAD_REQUEST, ) group_category = self._get_group_category(group_category_id) if not group_category: return Response( {"message": "Selected group category is invalid for the current organisation."}, status=status.HTTP_400_BAD_REQUEST, ) customer.group_category = group_category customer.save(update_fields=['group_category']) return Response( { "message": "Group category assignment updated successfully.", "result": self.get_serializer(customer).data, }, status=status.HTTP_200_OK, ) class CustomerFilesViewSet(viewsets.ModelViewSet): ''' List all customer files ''' queryset = CustomerFiles.objects.filter(is_current=True).order_by('id') serializer_class = CustomerFilesSerializer filter_backends = (SearchFilter, OrderingFilter, DjangoFilterBackend, ) filterset_fields = ['id', ] search_fields = ('id', ) ordering_fields = ['id', ] def perform_create(self, serializer): instance = serializer.save(added_by=self.request.user) customer_files = CustomerFiles.objects.filter(file_type=instance.file_type, customer= instance.customer).all() for customer_file in customer_files: if customer_file.id != instance.id: customer_file.is_current = False customer_file.save() def perform_destroy(self, instance): instance.is_current = False instance.save(update_fields=['is_current']) class CustomerRegFieldsMetaDataViewSet(APIView): ''' Get customer custom fields with data''' def get(self, request, format=None): customer = request.GET.get('customer', None) if not customer: return Response({"message":"No customer sent"}) customer_obj = Customer.objects.filter(id=customer).first() if not customer_obj: return Response({"message":"No customer found"}) data = get_customer_custom_fields_meta(customer_obj) return Response({"results":data, "count":len(data)}) class CustomerAccountsTransferViewSet(APIView): ''' Manage customer accounts transfer''' def post(self, request, format=None): print("********************** staring to transfer 1. ***********************") transfer_mode = request.data.get("transferMode", 'info') customers = request.data.get("customers", []) destination_branch = request.data.get("destinationBranch", None) source_branch = request.data.get("sourceBranch", None) organisation_id = get_current_user(self.request, 'organisation_id', None) # validate source branch if not source_branch: return Response({"message":"No source branch found"}) branch = OrganisationBranch.objects.filter(id=source_branch).first() if not branch: return Response({"message":"No source branch found with this id"}) if int(branch.branch_organisation.id) != int(organisation_id): return Response({"message":"Source Branch doesnot belong to your organisation"}) # validate destination branch if not destination_branch: return Response({"message":"No destination branch found"}) branch = OrganisationBranch.objects.filter(id=destination_branch).first() if not branch: return Response({"message":"No destination branch found with this id"}) if int(branch.branch_organisation.id) != int(organisation_id): return Response({"message":"Destination Branch doesnot belong to your organisation"}) if transfer_mode == 'info_only': Customer.objects.filter(id__in=customers).update(customer_branch=branch) print("********************** staring to transfer 2. ***********************") else: for customer_id in customers: print("********************** staring to transfer 3. ***********************") Customer.objects.filter(id=customer_id).update(customer_branch=branch) savingaccounts = SavingAccount.objects.filter(account_customer__id=customer_id, deleted=False, is_active=True, customer_branch__id=source_branch).order_by('id') for savingaccount in savingaccounts: transfer_to_account = None print("********************** staring to transfer 4. ***********************") # account balance today = timezone.now() # acc_bal = get_account_balance(savingaccount, today.strftime('%Y-%m-%d'))['balance_actual']balance_raw acc_bal = get_account_balance(savingaccount, today.strftime('%Y-%m-%d'))['balance_raw'] existing_accounts = SavingAccount.objects.filter(account_customer__id=customer_id, deleted=False, is_active=True, account_product=savingaccount.account_product, customer_branch= branch).first() print("********************** staring to transfer 5. ***********************") if existing_accounts: transfer_to_account = existing_accounts print("********************** staring to transfer 6. ***********************") else: # create new account print("********************** staring to transfer 7. ***********************") customer = Customer.objects.get(pk=customer_id) transfer_to_account = SavingAccount.objects.create( account_no=generate_saving_account_code(destination_branch), account_customer=customer, deleted=False, is_active=savingaccount.is_active, status=savingaccount.status, open_date=savingaccount.open_date, dormancy_date=savingaccount.dormancy_date, account_product=savingaccount.account_product, customer_branch=branch, saving_account_added_by=request.user, opened_by=savingaccount.opened_by, saving_account_last_updated_by=request.user, ) if acc_bal > 0: print("********************** staring to transfer 8. ***********************") # print("************************ Account Balance: "+ acc_bal) print("************************ Account Balance: " + str(acc_bal)) # make a transfer reciever = {"id":transfer_to_account.id, "amount":acc_bal, "date": date_time_zone_convert(timezone.now()), "charge":0 } print("********************* getting receiver ************") extra_data = {"send_sms": False, "sender_id": savingaccount.id, "description":"Customer Branch Transfer" } print("********************* getting extra_data ************") saved_transaction = save_sender_transactions(request.user, request, reciever, extra_data) print("********************* getting saved_transaction ************") sender_account = SavingAccount.objects.get(pk=savingaccount.id) reciever_account = SavingAccount.objects.get(pk=transfer_to_account.id) print(saved_transaction) print("****************** going to 9 *******************************") if saved_transaction: print("********************** staring to transfer 9. ***********************") # Save reciever transactions details saved_reciever = save_reciever_transactions(request.user, request, reciever, extra_data) if saved_reciever: print("********************** staring to transfer 10. ***********************") # Reconcile inter-branch transactions if sender_account.customer_branch != reciever_account.customer_branch: print("********************** staring to transfer 11. ***********************") inter_branch_trans_field = { "source_transaction":saved_transaction.transaction, "destination_transaction":saved_reciever.transaction, "added_by":request.user, } InterBranchTransactions.objects.create(**inter_branch_trans_field) # Save transfer transactions details mapping transfer_fields = { "sender_transaction": saved_transaction, "reciever_transaction": saved_reciever } TransferTransactions.objects.create(**transfer_fields) # other actions --- deactivate branch account savingaccount.is_active = False savingaccount.status = 'inactive' savingaccount.deleted = True savingaccount.save() print("********************** staring to transfer 12. ***********************") # Update payment fixed deposits FixedDeposit.objects.filter(saving_account=savingaccount, status__in=['pending', 'in-progress']).update(saving_account=transfer_to_account) SavingsBlockedAmount.objects.filter(customer_account=savingaccount, status='active').update(customer_account=transfer_to_account) return Response({"message":"Transfer Made successfully"}) class CustomerCardView(APIView): def post(self, request, format=None): response_status = status.HTTP_200_OK message = { 'status': 'failed', 'message': 'Invalid Data' } id = self.request.data.get('id') card_id = self.request.data.get('card_id') is_biometric = self.request.data.get('is_biometric') customer_obj = { "card_id":card_id, "is_biometric":is_biometric } settings = Customer.objects.filter(Q(id=id)).update(**customer_obj) if settings: customer = Customer.objects.get(pk=id) message = { 'status': 'success', 'customer': CustomerSerializer(customer).data } response_status = status.HTTP_200_OK return Response(message, response_status) class CustomerCardProfileView(APIView): def post(self, request, format=None): response_status = status.HTTP_200_OK message = { 'status': 'failed', 'message': 'Invalid Data' } card_id = self.request.data.get('card_id') customer_obj = Customer.objects.filter(card_id=card_id).first() if customer_obj: message = { 'status': 'success', 'customer': CustomerSerializer(customer_obj).data } response_status = status.HTTP_200_OK return Response(message, response_status) class MMCustomersViewSet(viewsets.ModelViewSet): ''' List all customers POST { "customer": [{"customer_field":1,"value":"123456"}], "name": "Demo Test", "member_number": "123456", "old_member_number": "", "status": "", "customer_branch": 1 } ''' serializer_class = CustomerSerializer filter_backends = (SearchFilter, OrderingFilter, DjangoFilterBackend, ) filterset_fields = ['member_number','name', 'old_member_number', 'branch_customer_type','customer_branch', 'group_category'] search_fields = ['member_number','name', 'old_member_number'] ordering_fields = ['name', 'member_number'] def get_queryset(self): organisation_id = get_current_user(self.request, 'organisation_id', None) return Customer.objects.filter(customer_branch__branch_organisation__id=organisation_id, is_deleted=False).order_by('member_number') def perform_create(self, serializer): request_data = self.request.data savings_product = request_data.get('savings_product', None) send_sms = request_data.get('send_sms',False) subscribe = request_data.get('subscribe',False) customer_metas = request_data.get('customer',False) branch_id = get_current_user(self.request, 'organisation_branch_id', None) branch = OrganisationBranch.objects.get(pk=branch_id) organisation_branch_id = get_current_user(self.request, 'organisation_branch_id', 1) old_member_number = generate_member_number(organisation_branch_id) organisation_branch = OrganisationBranch.objects.get(pk=organisation_branch_id) nin = request_data.get('nin', None) saved_customer = serializer.save(customer_branch=organisation_branch, member_number=old_member_number, nin=nin) if saved_customer: if customer_metas: for customer_meta in customer_metas: customer_meta = {"customer":saved_customer,"customer_field_id":customer_meta["customer_field"],"value":customer_meta["value"],"customer_field_added_by":self.request.user} save_meta_data = CustomerFieldMeta.objects.create(**customer_meta) self.update_customer_location(saved_customer,request_data,branch) self.create_default_savings_account(saved_customer,savings_product,organisation_branch,self.request.user) if subscribe: self.auto_subscribe_to_sms_banking(saved_customer,organisation_branch,self.request.user) if send_sms: self.send_customer_welcome_sms(saved_customer,organisation_branch,self.request.user) self.send_customer_mmbanking_sms(saved_customer) # def perform_create(self, serializer): # request_data = self.request.data # savings_product = request_data.get('savings_product', None) # send_sms = request_data.get('send_sms',False) # subscribe = request_data.get('subscribe',False) # branch_id = get_current_user(self.request, 'organisation_branch_id', None) # branch = OrganisationBranch.objects.get(pk=branch_id) # organisation_branch_id = get_current_user(self.request, 'organisation_branch_id', 1) # organisation_branch = OrganisationBranch.objects.get(pk=organisation_branch_id) # saved_customer = serializer.save(customer_branch=organisation_branch) # if saved_customer: # self.update_customer_location(saved_customer,request_data,branch) # self.create_default_savings_account(saved_customer,savings_product,organisation_branch,self.request.user) # if subscribe: # self.auto_subscribe_to_sms_banking(saved_customer,organisation_branch,self.request.user) #if send_sms: # self.send_customer_welcome_sms(saved_customer,organisation_branch,self.request.user) #self.send_customer_mmbanking_sms(saved_customer) def auto_subscribe_to_sms_banking(self,customer,organisation_branch,user): if customer: org_subs = OrganisationSmsSubscription.objects.filter(organisation__id=organisation_branch.branch_organisation.id, is_subscribed=True) if org_subs: for org_sub in org_subs: member_sms_sub = MemberSmsSubscription.objects.filter( org_subscription=org_sub, customer=customer).first() if member_sms_sub: member_sms_sub.is_subscribed = True member_sms_sub.save() if not member_sms_sub: data = {"customer": customer, "org_subscription": org_sub, "sub_added_by":user, "sub_last_updated_by":user, "is_subscribed": True} MemberSmsSubscription.objects.create(**data) def send_customer_mmbanking_sms(self,customer): # Generate pin of length 4 pin = random.randint(pow(10, 3), pow(10, 4) - 1) data = {"customer": customer, "telephone_no": customer.telephone,"pin":pin,"active":True,"added_by":customer.customer_added_by} subscription = MobileBankingSubscription.objects.create(**data) if subscription: sms_text = "Dear "+subscription.customer.name.capitalize()+", Welcome to "+subscription.customer.customer_branch.branch_organisation.name.upper() + \ " mobile banking\n Dial *284*55#. Access MEM NO: " + \ subscription.customer.member_number+" PIN: "+str(pin) send_mm_pin(subscription, sms_text,self.request.user) def send_customer_welcome_sms(self,customer,organisation_branch,user): if customer: org_sub = OrganisationSmsSubscription.objects.filter( sms_type__sms_type_key='welcome_sms', organisation__id=organisation_branch.branch_organisation.id, is_subscribed=True).first() if org_sub: member_sms_sub = MemberSmsSubscription.objects.filter( org_subscription=org_sub, customer=customer).first() if not member_sms_sub: data = {"customer": customer, "org_subscription": org_sub, "sub_added_by":user, "sub_last_updated_by":user, "is_subscribed": True} MemberSmsSubscription.objects.create(**data) sms_msg = 'Dear '+customer.name.capitalize() +', Welcome to '+organisation_branch.branch_organisation.short_name+ ',\n your account has been successfully registered' data = {"sms_key":"welcome_sms","customer":customer,"user":user,"branch_id":organisation_branch.id,"sms_msg":sms_msg} send_customer_sms(data) def create_default_savings_account(self,customer,savings_product,organisation_branch,user): if customer: # Create customer savings Account if savings_product and int(savings_product) > 0: account_product = SavingsProduct.objects.get(pk=savings_product) initial_state = get_savings_account_initial_state(account_product) SavingAccount.objects.create( account_no=generate_saving_account_code(organisation_branch.id), account_customer=customer, account_product=account_product, customer_branch=organisation_branch, status=initial_state['status'], is_active=initial_state['is_active'], saving_account_added_by=user, opened_by=user.user_staff, saving_account_last_updated_by=user ) else: # Get default savings product savings_product = OrganisationSetting.objects.filter(org_setting__id = organisation_branch.branch_organisation.id,setting_key ="savings_product").first() if savings_product: if len(savings_product.setting_value) > 0: account_product = SavingsProduct.objects.get(pk=savings_product.setting_value) initial_state = get_savings_account_initial_state(account_product) SavingAccount.objects.create( account_no=generate_saving_account_code(organisation_branch.id), account_customer=customer, account_product=account_product, customer_branch=organisation_branch, status=initial_state['status'], is_active=initial_state['is_active'], saving_account_added_by=user, opened_by=user.user_staff, saving_account_last_updated_by=user ) def update_customer_location(self,instance,request_data,branch): updated_addr = request_data.get('updated_address',None) if updated_addr: village_id = updated_addr['village'] villagename = updated_addr['villagename'] parish_id = updated_addr['parish'] parishname = updated_addr['parishname'] subcounty_id = updated_addr['subcounty'] subcountyname = updated_addr['subcountyname'] county_id = updated_addr['county'] county_name = updated_addr['countyname'] district_id = updated_addr['district'] district_name = updated_addr['districtname'] village = None physical_address = updated_addr['physical_address'] if district_id == None and district_name: saved_district = District.objects.create(districtname = district_name) if saved_district: district_id = saved_district.id if district_id: if county_id == None and county_name: saved_county = County.objects.create(district=District.objects.get(pk=district_id),countyname = county_name) if saved_county: county_id = saved_county.id if county_id: if subcounty_id == None and subcountyname: saved_subcounty= SubCounty.objects.create( county = County.objects.get(pk=county_id), subcountyname = subcountyname, is_verified = False ) if saved_subcounty: subcounty_id = saved_subcounty.id if parish_id == None and subcounty_id and parishname: saved_parish = Parish.objects.create( subcounty = SubCounty.objects.get(pk=subcounty_id), parishname = parishname, is_verified = False ) if saved_parish: parish_id = saved_parish.id if village_id == None and parish_id and villagename: saved_village = Village.objects.create( parish = Parish.objects.get(pk=parish_id), villagename = villagename, is_verified = False ) if saved_village: village_id = saved_village.id if village_id: village = Village.objects.filter(id=village_id).first() customer_address = CustomerAddress.objects.filter(customer=instance).first() if customer_address: old_details = CustomerAddressSerializer(customer_address,read_only=True).data customer_address.village = village customer_address.parish = parish_id customer_address.subcounty = subcounty_id customer_address.county = county_id customer_address.district = district_id customer_address.physical_address = physical_address customer_address.address_added_by = self.request.user customer_address.save() new_details = CustomerAddressSerializer(CustomerAddress.objects.get(pk=customer_address.id),read_only=True).data message = f'Updated Location For Customer: {instance.name}' add_system_audit_trail('customer_management','update_customer_location',message,'',old_details,new_details,self.request.user,branch) else: CustomerAddress.objects.create(customer=instance,village=village,parish=parish_id,subcounty=subcounty_id,county = county_id,district = district_id,address_added_by=self.request.user,physical_address=physical_address) class CropsViewSet(viewsets.ModelViewSet): serializer_class = CropSerializer filter_backends = (SearchFilter, OrderingFilter, DjangoFilterBackend,) search_fields = ('name',) ordering_fields = ['name'] def get_queryset(self): organisation_id = get_current_user(self.request, 'organisation_id', None) return Crop.objects.filter( organisation__id=organisation_id, is_active=True ).prefetch_related('varieties').order_by('name') def create(self, request, *args, **kwargs): organisation_id = get_current_user(request, 'organisation_id', None) organisation = Organisation.objects.get(pk=organisation_id) name = request.data.get('name', '').strip() existing = Crop.objects.filter(name__iexact=name, organisation=organisation).first() if existing: if not existing.is_active: existing.is_active = True existing.save() from rest_framework import status as drf_status from rest_framework.response import Response return Response(CropSerializer(existing).data, status=drf_status.HTTP_200_OK) from rest_framework.exceptions import ValidationError raise ValidationError({'name': f'A crop named "{existing.name}" already exists for this organisation.'}) return super().create(request, *args, **kwargs) def perform_create(self, serializer): organisation_id = get_current_user(self.request, 'organisation_id', None) organisation = Organisation.objects.get(pk=organisation_id) serializer.save(organisation=organisation, added_by=self.request.user) def perform_destroy(self, instance): instance.is_active = False instance.save() class CropVarietiesViewSet(viewsets.ModelViewSet): serializer_class = CropVarietySerializer filter_backends = (SearchFilter, OrderingFilter, DjangoFilterBackend,) filterset_fields = ['crop'] search_fields = ('name',) ordering_fields = ['name'] def get_queryset(self): organisation_id = get_current_user(self.request, 'organisation_id', None) return CropVariety.objects.filter( crop__organisation__id=organisation_id, is_active=True ).order_by('name') def perform_create(self, serializer): crop_id = self.request.data.get('crop') crop = Crop.objects.get(pk=crop_id) serializer.save(crop=crop, added_by=self.request.user) def perform_destroy(self, instance): instance.is_active = False instance.save() class FarmingHistoryViewSet(viewsets.ModelViewSet): serializer_class = FarmingHistorySerializer filter_backends = (SearchFilter, DjangoFilterBackend,) filterset_fields = ['customer', 'year', 'season', 'activity_type'] def get_queryset(self): organisation_id = get_current_user(self.request, 'organisation_id', None) return FarmingHistory.objects.filter( customer__customer_branch__branch_organisation__id=organisation_id ).select_related( 'customer', 'customer__branch_customer_type', ) def perform_create(self, serializer): customer_id = self.request.data.get('customer') customer = Customer.objects.get(pk=customer_id) data = self.request.data.get('activity_data', {}) financials = self._compute_financials(self.request.data.get('activity_type'), data) serializer.save(customer=customer, added_by=self.request.user, **financials) def perform_update(self, serializer): data = self.request.data.get('activity_data', {}) financials = self._compute_financials(self.request.data.get('activity_type'), data) serializer.save(**financials) def _compute_financials(self, activity_type, data): try: total_sales = float(data.get('total_sales', 0) or 0) total_investment = float(data.get('total_investment', 0) or data.get('amount_invested', 0) or 0) profit = total_sales - total_investment roi = round((profit / total_investment * 100), 2) if total_investment > 0 else 0 return {'total_sales': total_sales, 'total_investment': total_investment, 'profit': profit, 'roi': roi} except (TypeError, ValueError): return {'total_sales': 0, 'total_investment': 0, 'profit': 0, 'roi': 0} class FinwiseGroupCustomersViewSet(viewsets.ReadOnlyModelViewSet): """ API endpoint that returns all group customers whose organization has adminID 'finwise' (org_id=139). Only returns groups that have at least one active participant. Includes the participant count for each group. GET /api/finwise-group-customers/ Response includes: - id: Group customer ID - name: Group name - member_number: Group member number - telephone: Group contact - customer_type_name: Type of customer (group type) - organisation_id: Organization ID - organisation_name: Organization name - branch_id: Branch ID - branch_name: Branch name - participant_count: Number of active participants in the group - date_added: Date group was created - status: Group status """ serializer_class = FinwiseGroupCustomerSerializer filter_backends = (SearchFilter, OrderingFilter, DjangoFilterBackend) search_fields = ('name', 'member_number', 'telephone') filterset_fields = ['status', 'customer_branch__id', 'customer_branch__branch_organisation__id'] ordering_fields = ['name', 'date_added', 'member_number'] ordering = ['-date_added'] def get_queryset(self): """ Return group customers from organizations with admin_organisation_id set in settings (default: Finwise) that have at least one active participant """ from django.db.models import Count, Q # Get Finwise org ID from Django settings (configurable via environment variable) finwise_org_id = getattr(settings, 'FINWISE_ORGANIZATION_ID', 139) queryset = Customer.objects.filter( # Filter for organizations where admin_organisation is Finwise customer_branch__branch_organisation__admin_organisation_id=finwise_org_id, # Filter for group customer types (has_members=True) branch_customer_type__has_members=True, # Not deleted is_deleted=False ).annotate( # Annotate with participant count active_participants=Count( 'group_member', filter=Q(group_member__active=True) ) ).filter( # Only include groups with at least one active participant active_participants__gt=0 ).select_related( 'branch_customer_type', 'customer_branch', 'customer_branch__branch_organisation' ).order_by('-date_added') return queryset