from ledgers.serializers import OrganisationSubAccountSerializer from loans.helpers.repayment_helper import filter_loan_repayment_reports from mobileapp.helper import mm_generate_loan_schedules from mobileapp.serializers import VslaLoanPaymentSerializer,AgentSavingsSerializer, VslaLoanSettingsSerializer, VslaLoansSerializer, VslaMembershipSerializer, VslaSavingsSerializer, VslaShareSettingsSerializer, VslaSharesSerializer from rest_framework.views import APIView from rest_framework.response import Response from rest_framework import status from savings.savings_bal_helper import get_account_balance from shares.shares_balance_helper import get_client_shares_balance from savings.models import SavingAccount from django.db.models import Q,Sum from customers.models import GroupMembership, Customer from shares.models import ShareHolders from mobileapp.serializers import * from loans.models import * from customers.serializers import * from mobileapp.serializers import * from loans.serializers import * from loans.helper import * from rest_framework import viewsets from rest_framework.filters import SearchFilter, OrderingFilter from django_filters.rest_framework import DjangoFilterBackend from users.models import User from loans.helper import * import json from users.serializers import StaffSerializer class AppDashboardView(APIView): authentication_classes = [] permission_classes = [] def get(self, request, format=None): response = {} member_number = request.GET.get('member_number', None) dashboard_type = request.GET.get('dashboard_type', 'VLSA') if dashboard_type == 'VLSA' and member_number: customer = Customer.objects.filter(Q(member_number = member_number) | Q(old_member_number = member_number)).first() membership = GroupMembership.objects.filter(Q(group__member_number = member_number) | Q(group__old_member_number = member_number)).values_list('member__id', flat=True) # savings savings_response = {} accounts_count = SavingAccount.objects.filter(account_customer__id__in=membership, status='active').count() account = SavingAccount.objects.filter(Q(account_customer__member_number = member_number) | Q(account_customer__old_member_number = member_number)).first() if account: savings_response = get_account_balance(account) savings_response['accounts_count'] = accounts_count if accounts_count else 0 # shares shares_response = {} shares_response = get_client_shares_balance(customer) list_holders = ShareHolders.objects.filter(customer__id__in=membership ).count() shares_response['share_holders'] = list_holders if list_holders else 0 # members members_response = {} members_response['members_count'] = len(membership) if membership else 0 # loans loans_response = {} loans_count = LoanApplicationDisbursement.objects.filter(loan_application__customer__id__in=membership, loan_application__loan_group__id=customer.id, loan_application__status='disbursed').count() loans_disbursed = LoanApplicationDisbursement.objects.filter(loan_application__customer__id__in=membership, loan_application__loan_group__id=customer.id, loan_application__status='disbursed').aggregate(total_amount=Sum('loan_amount'))['total_amount'] loans_response['loans_count'] = loans_count loans_response['loans_disbursed_amount'] = loans_disbursed if loans_disbursed else 0 response['loans'] = loans_response response['shares'] = shares_response response['members'] = members_response response['savings'] = savings_response return Response(response) class GroupLoansView(APIView): authentication_classes = [] permission_classes = [] def get(self, request, format=None): response = [] group_id = request.GET.get('group_id', None) if group_id: membership = GroupMembership.objects.filter(group__id=group_id).values_list('member__id', flat=True) loans = LoanApplication.objects.filter(customer__id__in=membership, loan_group__id=group_id, status='disbursed') response = LoanApplicationSerializer(loans, many=True).data return Response({"count":len(response), "results":response}) class CustomerGroupView(APIView): authentication_classes = [] permission_classes = [] def get(self, request, format=None): response = [] customer_id = request.GET.get('customer_id', None) if customer_id: membership = GroupMembership.objects.filter(member__id=customer_id) for member in membership: response.append({"id":member.group.id, "name":member.group.name}) return Response({"count":len(response), "results":response}) class GroupLoanApplicationView(viewsets.ModelViewSet): serializer_class = LoanApplicationSerializer queryset=LoanApplication.objects.all().order_by('-id') filter_backends = (SearchFilter, OrderingFilter, DjangoFilterBackend, ) filterset_fields = ['organisation_branch', 'status', 'loan_application_product','customer'] search_fields = ('status', ) ordering_fields = ['status', ] authentication_classes = [] permission_classes = [] def perform_create(self, serializer): organisation_branch organisation_branch_id = self.request.data.get('organisation_branch_id') organisation_branch = OrganisationBranch.objects.get(pk=organisation_branch_id) new_application = serializer.save(loan_app_added_by=self.request.user, organisation_branch=organisation_branch) application = LoanApplication.objects.get(pk=new_application.id) application.auto_payments = application.loan_application_product.auto_payments application.auto_pay_penalty = application.loan_application_product.auto_pay_penalty application.save() class GroupGenerateLoanScheduleView(APIView): authentication_classes = [] permission_classes = [] def get(self, request, format=None): response = [] loan_id = request.GET.get('loan_id', None) if loan_id: loan_details = LoanApplication.objects.get(pk=loan_id) if loan_details.status == 'disbursed' or loan_details.status == 'cleared_off' or loan_details.status == 'written_off': # get loan schedule from db loan_repayment_schedules = LoanRepaymentSchedule.objects.filter(loan_application = loan_details, status='active').order_by('id') serializer = LoanRepaymentScheduleSerializer(loan_repayment_schedules, many=True) response = serializer.data else: response = generate_loan_schedules(request, loan_id) return Response({"count":len(response), "results":response}) class GroupLoanScheduleWithPaymentsView(APIView): authentication_classes = [] permission_classes = [] def get(self, request, format=None): response = [] loan_id = request.GET.get('loan_id', None) if loan_id: response = loan_schedules_with_payments(loan_id) return Response({"count":len(response['loan_schedules']), "results":response['loan_schedules'], "schedule_due":response['schedule_due'], "next_schedule":response['next_schedule'], "reschedule":response['reschedule']}) class GroupLoanScheduleWithPaymentsView(APIView): authentication_classes = [] permission_classes = [] def get(self, request, format=None): response = [] loan_id = request.GET.get('loan_id', None) if loan_id: response = loan_schedules_with_payments(loan_id) return Response({"count":len(response['loan_schedules']), "results":response['loan_schedules'], "schedule_due":response['schedule_due'], "next_schedule":response['next_schedule'], "reschedule":response['reschedule']}) class LoanProductsView(APIView): authentication_classes = [] permission_classes = [] def get(self, request, format=None): response = [] organisation_id = request.GET.get('organisation_id', None) loan_products = LoanProduct.objects.filter(organisation__id=organisation_id, is_deleted=False) if loan_products: response = LoanProductsSerializer(loan_products, many=True).data return Response({"count":len(response), "results":response}) #class LoanApplicationMMView(viewsets.ModelViewSet): class LoanApplicationMMView(APIView): serializer_class = LoanApplicationSerializer filter_backends = (SearchFilter, OrderingFilter, DjangoFilterBackend, ) filterset_fields = ['organisation_branch', 'status', 'loan_application_product','customer'] search_fields = ('status','customer' ) ordering_fields = ['status', ] lookup_field = 'id' def get_queryset(self): if self.kwargs and "id" in self.kwargs: return LoanApplication.objects.all().order_by('-id') organisation_branch_id = self.request.data.get('loan_group_id') return LoanApplication.objects.filter(is_deleted=False, organisation_branch__id=organisation_branch_id ).order_by('-id') class MMCustomersViewSet(viewsets.ModelViewSet): serializer_class = CustomerSerializer queryset=Customer.objects.all().order_by('-id') filter_backends = (SearchFilter, OrderingFilter, DjangoFilterBackend, ) filterset_fields = ['member_number','name', 'old_member_number', 'branch_customer_type','customer_branch'] search_fields = ['member_number','name', 'old_member_number'] ordering_fields = ['name', 'member_number'] #authentication_classes = [] #permission_classes = [] # Employee.objects.get(id=id) to Employee.objects.filter(id=id) def get_queryset(self): #organisation_id = get_current_user(self.request, 'organisation_id', None) organisation_id = '1' source_customer_type_id = self.request.GET.get('source_customer_type_id', None) has_members = self.request.GET.get('has_members', None) date_added = self.request.GET.get('date_added', None) customer_filter = {"customer_branch__branch_organisation":Organisation.objects.filter(pk=organisation_id),"is_deleted":False} if source_customer_type_id: # get customers of customer types [groups] whose customer source is customer_type_id customer_filter['branch_customer_type__source_client_type'] = source_customer_type_id if has_members: # get customers of customer types [groups] whose customer source is customer_type_id customer_filter['branch_customer_type__has_members'] = has_members if date_added: customer_filter['date_added__lte'] = date_added return Customer.objects.filter(**customer_filter).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) organisation_branch_id = self.request.data.get('organisation_branch_id') organisation_branch = OrganisationBranch.objects.filter(pk=organisation_branch_id) first_user = User.objects.filter(user_organisation_branch__id=organisation_branch_id).first() saved_customer = serializer.save(customer_branch=organisation_branch) if saved_customer: self.update_customer_location(saved_customer,request_data) 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) class MMGroupMembersViewSet11(viewsets.ModelViewSet): serializer_class = CustomerSerializer queryset=Customer.objects.all().order_by('-id') filter_backends = (SearchFilter, OrderingFilter, DjangoFilterBackend, ) filterset_fields = ['member_number','name', 'old_member_number', 'branch_customer_type','customer_branch'] search_fields = ['member_number','name', 'old_member_number'] ordering_fields = ['name', 'member_number'] authentication_classes = [] permission_classes = [] serializer_class = CustomerMembershipSerializer http_method_names = ['get', 'post', 'patch'] def get_queryset(self): group_id = self.request.GET.get('group', None) search = self.request.GET.get('search', None) if group_id: if search: return GroupMembership.objects.filter(Q(member__name__icontains=search) | Q(member__member_number__icontains=search)| Q(member__old_member_number__icontains=search),group_id=group_id,active=True) else: return GroupMembership.objects.filter(group_id=group_id,active=True) return GroupMembership.objects.all() 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 MMGroupMembersViewSet(viewsets.ModelViewSet): serializer_class = VslaMembershipSerializer http_method_names = ['get', 'post', 'patch'] def get_queryset(self): group_id = self.request.GET.get('group', None) search = self.request.GET.get('search', None) if group_id: if search: return VslaMembership.objects.filter(Q(name__icontains=search) | Q(member_number__icontains=search),group_id=group_id,active=True) else: return VslaMembership.objects.filter(group_id=group_id,active=True) return VslaMembership.objects.all() class MMGroupSavingsViewSet(viewsets.ModelViewSet): serializer_class = VslaSavingsSerializer http_method_names = ['get', 'post', 'patch'] def get_queryset(self): group_id = self.request.GET.get('group', None) transaction_type = self.request.GET.get('transaction_type', None) start = self.request.GET.get('end', None) end = self.request.GET.get('end', None) filter_records = {} # yyyy-mm-dd if group_id: filter_records["group__id"] = group_id if transaction_type: filter_records["transaction_type"] = transaction_type if start: filter_records["record_date__data__gte"] = start if end: filter_records["record_date__data__lte"] = end return VslaSavings.objects.filter(**filter_records) class MMGroupSharesViewSet(viewsets.ModelViewSet): serializer_class = VslaSharesSerializer http_method_names = ['get', 'post', 'patch'] def get_queryset(self): group_id = self.request.GET.get('group', None) transaction_type = self.request.GET.get('transaction_type', None) start = self.request.GET.get('end', None) end = self.request.GET.get('end', None) filter_records = {} # yyyy-mm-dd if group_id: filter_records["group__id"] = group_id if transaction_type: filter_records["transaction_type"] = transaction_type if start: filter_records["record_date__data__gte"] = start if end: filter_records["record_date__data__lte"] = end return VslaMemberShares.objects.filter(**filter_records) class VslaMMMemberBalanceView(APIView): def post(self, request, format=None): message = { 'status': 'failed', 'message': 'Invalid Group Details' } group_id = self.request.data.get('group', None) member_balances = [] memberships = VslaMembership.objects.filter(group_id=group_id,active=True) if memberships: for membership in memberships: filter_array = {"membership":membership} group_savings = VslaSavings.objects.filter(**filter_array) if group_savings: transactons = VslaSavingsSerializer(group_savings, many=True).data balance = 0 money_in = 0 money_out = 0 for transacton in transactons: if transacton['transaction_type'] == 'cr': balance += float(transacton['amount']) money_in += float(transacton['amount']) else: balance -= float(transacton['amount']) money_out += float(transacton['amount']) member_balances.append({ "id":membership.id, 'name': membership.mname, 'old_member_number': membership.member_number, 'member_number': membership.member_number, 'money_in': money_in, 'money_out': money_out, 'balance': balance, "transactons":transactons }) message = {"count":len(member_balances), "members":member_balances, 'status': 'success'} return Response(message, status=status.HTTP_200_OK) class VslaSharesSettingsViewSet(viewsets.ModelViewSet): def put(self, request, format=None): id = self.request.data.get('id') settings = VslaShareSettings.objects.filter(id=id).update(**request.data) if settings: message = { 'status': 'success', 'customer': VslaShareSettingsSerializer(settings).data } response_status = status.HTTP_200_OK return Response(message, response_status) class VslaLoanSettingsView(viewsets.ModelViewSet): # serializer_class = VslaLoanSettingsSerializer #http_method_names = ['get', 'post', 'patch'] def get_queryset(self,request): group_id = self.request.GET.get('group', None) id = self.request.GET.get('id', None) if int(id) > 0: settings = VslaLoanSettings.objects.filter(Q(id=id, active=True)).update(**request.data) filter_records = {} # yyyy-mm-dd if group_id: filter_records["group__id"] = group_id return VslaLoanSettings.objects.filter(**filter_records) class VslaLoanProductsView(APIView): def get(self, request, format=None): response = [] group_id = request.GET.get('group', None) loan_products = VslaLoanSettings.objects.filter(group_id=group_id) if loan_products: response = VslaLoanSettingsSerializer(loan_products, many=True).data return Response({"count":len(response), "results":response}) class VslaMemberLoansView_cc(APIView): def get(self, request, format=None): response = [] group_id = request.GET.get('group_id', None) customer_id = request.GET.get('customer_id', None) if group_id: membership = GroupMembership.objects.filter(group__id=group_id).values_list('member__id', flat=True) loans = VslaLoans.objects.filter(group_id=group_id) response = VslaLoansSerializer(loans, many=True).data else: loans = VslaLoans.objects.filter(membership__id=customer_id) response = VslaLoansSerializer(loans, many=True).data return Response({"count":len(response), "results":response}) class VslaMemberLoansView(APIView): def get(self, request, format=None): message = { 'status': 'failed', 'message': 'Invalid Group Details' } # group_id = self.request.data.get('group_id', None) group_id = request.GET.get('group_id', None) member_balances = [] memberships = VslaMembership.objects.filter(group_id=group_id,active=True) if memberships: for membership in memberships: filter_array = {"membership":membership} loans = VslaLoans.objects.filter(**filter_array) if loans: transactons = VslaLoansSerializer(loans, many=True).data for transacton in transactons: #pro = VslaLoanSettings.objects.filter(id=transacton['loan_product']) # product=VslaLoanSettingsSerializer(pro, many=True).data, #product = VslaLoanSettings.objects.filter(id=transacton['loan_product']).values_list('name', flat=True) product = VslaLoanSettings.objects.filter(id=transacton['loan_product']).first() member_balances.append({ "id":membership.id, 'name': membership.name, 'old_member_number': membership.member_number, 'member_number': membership.member_number, 'product_name':product.name, #'loan_status': transacton.loan_status, 'product': VslaLoanSettingsSerializer(product).data, "transactons":transactons }) message = {"count":len(member_balances), "members":member_balances, 'status': 'success'} return Response(message, status=status.HTTP_200_OK) class VslaLpanPaymentViewSet(viewsets.ModelViewSet): serializer_class = VslaLoanPaymentSerializer http_method_names = ['get', 'post', 'patch'] def get_queryset(self): group_id = self.request.GET.get('group', None) transaction_type = self.request.GET.get('transaction_type', None) filter_records = {} if group_id: filter_records["group__id"] = group_id if transaction_type: filter_records["transaction_type"] = transaction_type return VslaLoanPayments.objects.filter(**filter_records) class AgentGroupSavingsViewSet(viewsets.ModelViewSet): serializer_class = AgentSavingsSerializer http_method_names = ['get', 'post', 'patch'] def get_queryset(self): group_id = self.request.GET.get('group', None) transaction_type = self.request.GET.get('transaction_type', None) start = self.request.GET.get('end', None) end = self.request.GET.get('end', None) filter_records = {} # yyyy-mm-dd if group_id: filter_records["group__id"] = group_id if transaction_type: filter_records["transaction_type"] = transaction_type if start: filter_records["record_date__data__gte"] = start if end: filter_records["record_date__data__lte"] = end return VslaAgentSavings.objects.filter(**filter_records) #new work class VslaTransferView(APIView): authentication_classes = [] permission_classes = [] def post(self, request, format=None): message = { 'status': 'failed', 'message': 'Invalid Group Details' } group = self.request.data.get('group', None) start = self.request.data.get('from_date', None) end = self.request.data.get('to_date', None) member_balances = [] group_savings = VslaAgentSavings.objects.filter(group_id=group,record_date__date__gte=start, record_date__date__lte=end) balance = 0 money_in = 0 transactons=0 if group_savings: transactons = AgentSavingsSerializer(group_savings, many=True).data for transacton in transactons: member = VslaMembership.objects.filter(id = transacton['member_id']).first() # user = Staff.objects.filter(id=transacton['officer_id']).first() staff = Staff.objects.filter(id= transacton['officer_id']).first() if transacton['transaction_type'] == 'cr': balance += float(transacton['amount']) money_in += float(transacton['amount']) else: balance -= float(transacton['amount']) money_in -= float(transacton['amount']) member_balances.append({ 'member': VslaMembershipSerializer(member).data, 'user': StaffSerializer(staff).data, 'money_in': money_in, 'balance': balance, 'savings':transactons }) message = {"count":len(member_balances), "members":member_balances, 'status': 'success'} return Response(message, status=status.HTTP_200_OK) class MMGenerateLoanScheduleView(APIView): #def get(self, request, format=None): def post(self, request, format=None): response = [] #loan_id = request.GET.get('loan_id', None) loan_id = '1' if loan_id: response = mm_generate_loan_schedules(request, loan_id) return Response({"count":len(response), "results":response}) class MMSystemTransactionsListView(APIView): def post(self, request, format=None): ''' Get transactions ''' end =self.request.data.get('e', None) start = self.request.data.get('s', None) account = self.request.data.get('account', None) transaction_type = self.request.data.get('type', None) organisation_id = get_current_user(self.request, 'organisation_id', None) branch_id = self.request.GET.get('branch', None) if not branch_id: branch_id = get_current_user(self.request, 'organisation_branch_id', None) if int(branch_id) == 0: branch_id = ',' . join(map(str, OrganisationBranch.objects.filter(branch_organisation_id=organisation_id).values_list('id', flat=True))) if int(account) > 0: transactional_charts = OrganisationSubAccount.objects.filter(parent_id_id=account) if len(transactional_charts) == 0: transactional_charts = OrganisationSubAccount.objects.filter(id=account) else: account_line = request.GET.get('line', None) transactional_charts = get_transactional_charts(organisation_id, account_line) list = OrganisationSubAccountSerializer( transactional_charts, many=True, context={ 'branch_id': branch_id, 'start_date': start, 'end_date': end, 'type': transaction_type } ) data = { 'count' : len(list.data), 'results': list.data } return Response(data, status=status.HTTP_200_OK) class MMLoanApplicationView(viewsets.ModelViewSet): serializer_class = LoanApplicationSerializer filter_backends = (SearchFilter, OrderingFilter, DjangoFilterBackend, ) filterset_fields = ['organisation_branch', 'status', 'loan_application_product','customer'] search_fields = ('status','customer' ) ordering_fields = ['status', ] lookup_field = 'id' def perform_create(self, serializer): if self.kwargs and "id" in self.kwargs: return LoanApplication.objects.all().order_by('-id') organisation_branch_id = get_current_user(self.request, 'organisation_branch_id', None) return LoanApplication.objects.filter(is_deleted=False, organisation_branch__id=organisation_branch_id ).order_by('-id') def perform_create(self, serializer): send_sms = self.request.data.get('send_sms') organisation_branch_id = get_current_user(self.request, 'organisation_branch_id', None) organisation_branch = OrganisationBranch.objects.get(pk=organisation_branch_id) new_application = serializer.save(loan_app_added_by=self.request.user, organisation_branch=organisation_branch) application = LoanApplication.objects.get(pk=new_application.id) application.auto_payments = application.loan_application_product.auto_payments application.auto_pay_penalty = application.loan_application_product.auto_pay_penalty application.grace_period_type = application.loan_application_product.grace_period_type application.save() if application and send_sms: f_amount = f"{float(application.loan_amount):,}" pdt_name = application.loan_application_product.product_name sms_msg = 'Dear '+application.customer.name.capitalize() +', You have applied for a ('+pdt_name + ' loan) Amount UGX: '+ f_amount+', its awaiting approval\n'+organisation_branch.branch_organisation.short_name data = {"sms_key":"loan_application_sms","customer":application.customer,"user":self.request.user,"branch_id":organisation_branch_id,"sms_msg":sms_msg,"loan":application} send_customer_sms(data) class getLoansTransactionsView(APIView): def get(self, request, format=None): mid = request.GET.get('mid', None) data = { 'myloans': [], 'group_loans': [] } if mid: membership = GroupMembership.objects.filter(group__id=mid).values_list('member__id', flat=True) group_loans = LoanApplication.objects.filter(customer__id__in=membership, loan_group__id=mid, status='disbursed') group_loans = LoanApplicationSerializer(group_loans, many=True).data myloans = LoanApplication.objects.filter( Q(status='disbursed')| Q(status='pending')| Q(status='approved'),customer__id=mid) myloans = LoanApplicationSerializer(myloans, many=True).data data = { 'group_loans':group_loans, 'myloans':myloans } return Response(data, status=status.HTTP_200_OK) class MMLoansRepaymentReportFiltersDataView(APIView): def get(self, request): filter_1 = [] filter_2 = [] page_size = 200 start_date = request.GET.get('s') end_date = request.GET.get('e') report_filter = self.request.GET.get('filter') organisation_id = get_current_user(self.request, 'organisation_id', None) search = self.request.GET.get("search", None) if self.request.GET.get('page_size'): page_size = self.request.GET.get('page_size') if request.GET.get('filter_1'): filter_1 = list(request.GET.get('filter_1').split(',')) if request.GET.get('filter_2'): filter_2 = list(request.GET.get('filter_2').split(',')) report_filters = { "report_filter":report_filter, "organisation_id":organisation_id, "page_size":page_size, "filter_1":filter_1, "filter_2":filter_2, "request":request, "start_date":start_date, "end_date":end_date, "search":search } return filter_loan_repayment_reports(report_filters) class SavingsTransferViewSet(viewsets.ModelViewSet): serializer_class = AgentSavingsSerializer http_method_names = ['get', 'post', 'patch'] def get_queryset(self): status = self.request.GET.get('status', None) start = self.request.GET.get('start', None) end = self.request.GET.get('end', None) trans_id = self.request.GET.get('trans_id', None) filter_records = {} if trans_id: VslaAgentSavings.objects.filter(pk=trans_id).update(status='processed') if status: filter_records["status"] = status if start: filter_records["record_date__date__gte"] = start if end: filter_records["record_date__date__lte"] = end return VslaAgentSavings.objects.filter(**filter_records)