from rest_framework import viewsets from rest_framework.permissions import IsAuthenticated from rest_framework.views import APIView from rest_framework.response import Response from django.db.models import Count, Q, Sum from customers.models import Customer, CustomerFieldMeta, CustomerRegField, CustomerTypeField from datetime import datetime, date from ledgers.models import SystemTransactions, OrganisationSubAccount from savings.models import SavingAccount from loans.models import LoanApplication from organisations.serializers import * from organisations.models import * from users.models import * from users.helper import * from rest_framework.filters import SearchFilter, OrderingFilter from django_filters.rest_framework import DjangoFilterBackend from rest_framework.response import Response from ledgers.ledgers_helper import populate_system_generalted_charts_of_accounts, update_branch_interbranch_legder from questbanker_api.utils import get_current_user from rest_framework import status from customers.helper import populate_system_customer_fields import json from django.shortcuts import get_object_or_404 from integrations.helper import flexi_pay_sacco_onboarding import threading from django.db.models import Case, When, Value, IntegerField, F, DecimalField from django.core.cache import cache from django.utils import timezone from rest_framework.viewsets import GenericViewSet from rest_framework.mixins import CreateModelMixin,RetrieveModelMixin, ListModelMixin from rest_framework.decorators import action # from rest_framework.mixins import RetrieveModelMixin, ListModelMixin # from rest_framework.response import Response # from rest_framework import status class OrganisationView(viewsets.ModelViewSet): queryset = Organisation.objects.all().order_by('-id') serializer_class = OrganisationSerializer filter_backends = (SearchFilter, OrderingFilter, DjangoFilterBackend, ) filterset_fields = ['name', 'organisation_type', 'admin_organisation' ] search_fields = ('name','registration_no' ) ordering_fields = ['name', ] @staticmethod def _coerce_bool(value): if isinstance(value, str): return value.strip().lower() in ('1', 'true', 'yes', 'on') return bool(value) def perform_create(self, serializer): organisation_type_id = self.request.data.get('organisation_type') #Save Organisation. organisation = serializer.save(organisation_added_by=self.request.user.id, organisation_type_id=organisation_type_id) fields_to_update = [] if 'is_crb_active' in self.request.data: organisation.is_crb_active = self._coerce_bool(self.request.data.get('is_crb_active')) fields_to_update.append('is_crb_active') if 'is_mobile_app_active' in self.request.data: organisation.is_mobile_app_active = self._coerce_bool(self.request.data.get('is_mobile_app_active')) fields_to_update.append('is_mobile_app_active') if fields_to_update: organisation.save(update_fields=fields_to_update) #Create Organisation admin role user_role_field = {"role_name":"System Administrator","role_desc":"System Administrator","role_added_by":self.request.user.id,"role_org":organisation,"is_active":True} user_role = UserRole.objects.create(**user_role_field) # Assign new organisation components components = OrgTypeComponent.objects.filter(comp_org_type__id=organisation_type_id).all() for component in components: if component.is_active: organisation_component_field = {"component_org":organisation,"system_component":component.system_component,"is_active":True} organisation_component = OrganisationComponent.objects.create(**organisation_component_field) if organisation_component and user_role: #Assign previlleges to admin role role_component_field={"user_role":user_role,"role_component_added_by":self.request.user.id,"org_component":organisation_component,"is_active":True} RoleComponent.objects.create(**role_component_field) #Create Head Office Branch for Organisation. branch = OrganisationBranch(branch_organisation=organisation, name="Head Office", short_name="HQ", status="active", added_by=self.request.user.id) branch.save() # Save organisational sms unit cost unit_sms_cost_field = { "setting_key":"unit_sms_cost", "setting_value":self.request.data.get('unit_sms_cost'), "org_setting":organisation, "setting_added_by":self.request.user.id } OrganisationSetting.objects.create(**unit_sms_cost_field) OrganisationSetting.objects.create( setting_key="aml_deposit_threshold", setting_value=self.request.data.get('aml_deposit_threshold') or 0, org_setting=organisation, setting_added_by=self.request.user.id, ) #Initialise system generated COAs. populate_system_generalted_charts_of_accounts(organisation, self.request.user.id) # populate organisation default customer type and fields populate_system_customer_fields(branch, self.request.user) def perform_update(self, serializer): org_type_id = self.request.data.get('organisation_type') if org_type_id: try: org_type = OrganisationType.objects.get(id=org_type_id) serializer.save(organisation_type=org_type) except OrganisationType.DoesNotExist: serializer.save() else: serializer.save() saved_organisastion = serializer.instance fields_to_update = [] if 'is_crb_active' in self.request.data: saved_organisastion.is_crb_active = self._coerce_bool(self.request.data.get('is_crb_active')) fields_to_update.append('is_crb_active') if 'is_mobile_app_active' in self.request.data: saved_organisastion.is_mobile_app_active = self._coerce_bool(self.request.data.get('is_mobile_app_active')) fields_to_update.append('is_mobile_app_active') if fields_to_update: saved_organisastion.save(update_fields=fields_to_update) # Update organisational sms unit cost unit_sms_cost_obj = OrganisationSetting.objects.filter(org_setting=saved_organisastion,setting_key='unit_sms_cost').first() if unit_sms_cost_obj: unit_sms_cost_obj.setting_value = self.request.data.get('unit_sms_cost') unit_sms_cost_obj.save() else: unit_sms_cost_field = { "setting_key":"unit_sms_cost", "setting_value":self.request.data.get('unit_sms_cost'), "org_setting":saved_organisastion, "setting_added_by":self.request.user.id } OrganisationSetting.objects.create(**unit_sms_cost_field) is_trained = self.request.data.get('is_trained', False) organisation_type = getattr(saved_organisastion.organisation_type, 'org_type', '').lower() if is_trained and 'finwise' in organisation_type: from customers.models import Customer # adjust path to your actual model Customer.objects.filter(organisation=saved_organisastion).update( is_trained=True, training_date=saved_organisastion.training_date or timezone.now().date() ) @action(detail=True, methods=['post']) def set_crb_active(self, request, pk=None): """Activate or deactivate CRB for an organisation. Frontend contract: - Endpoint: POST /organisations/{id}/set_crb_active/ - Body: { "is_crb_active": true } or { "is_crb_active": false } - Requires same permissions as updating organisation details. """ organisation = self.get_object() # enforce same object permissions as update self.check_object_permissions(request, organisation) val = request.data.get('is_crb_active') if isinstance(val, str): val = val.lower() in ('1', 'true', 'yes') organisation.is_crb_active = bool(val) organisation.save() return Response({ 'id': organisation.id, 'is_crb_active': organisation.is_crb_active, 'message': 'CRB status updated' }, status=status.HTTP_200_OK) @action(detail=True, methods=['post']) def set_mobile_app_active(self, request, pk=None): """Activate or deactivate mobile app access for an organisation. Frontend contract: - Endpoint: POST /organisations/{id}/set_mobile_app_active/ - Body: { "is_mobile_app_active": true } or { "is_mobile_app_active": false } - Requires same permissions as updating organisation details. """ organisation = self.get_object() # enforce same object permissions as update self.check_object_permissions(request, organisation) val = request.data.get('is_mobile_app_active') if isinstance(val, str): val = val.lower() in ('1', 'true', 'yes') organisation.is_mobile_app_active = bool(val) organisation.save() return Response({ 'id': organisation.id, 'is_mobile_app_active': organisation.is_mobile_app_active, 'message': 'Mobile app status updated' }, status=status.HTTP_200_OK) # ✅ Optional manual trigger endpoint for later use (frontend can call this) @action(detail=True, methods=['post']) def mark_members_trained(self, request, pk=None): org = self.get_object() from customers.models import Customer # adjust import updated = Customer.objects.filter(organisation=org).update( is_trained=True, training_date=timezone.now().date() ) return Response( {"message": f"{updated} members marked as trained"}, status=status.HTTP_200_OK ) class SystemComponentView(viewsets.ModelViewSet): serializer_class = SystemComponentSerializer pagination_class = None queryset = SystemComponent.objects.all() class OrganisationComponentView(APIView): def get(self, request, format=None): data = [] organisationid = request.GET.get('organisationid', '1') modules = OrganisationComponent.objects.filter(component_org=organisationid).all() for module in modules: data.append( {"id":module.id, "system_component":module.system_component.id, "component_org":module.component_org.id, "is_active":module.is_active}) return Response(data) def post(self, request): ''' Add / update orgamisation feature ''' request_data = request.data system_component = SystemComponent.objects.get(id=request_data['componentid']) organisation = Organisation.objects.get(id=request_data['organisationid']) organisation_component = OrganisationComponent.objects.filter(component_org=organisation,system_component=system_component).first() if organisation_component: organisation_component.is_active = request_data['is_active'] organisation_component.save() data = self.get_children_component_ids(organisation_component.system_component.id) if(len(data) > 0): for id in data: result = OrganisationComponent.objects.filter(component_org=organisation,system_component=SystemComponent.objects.get(id=id)) if result: child_component = result[0] child_component.is_active = organisation_component.is_active child_component.save() else: OrganisationComponent.objects.create( component_org = organisation, system_component = SystemComponent.objects.get(id=id), is_active = organisation_component.is_active, ) self.saveParentComponent(organisation_component) return Response({"message":"updated successfully"}, status=status.HTTP_200_OK) else: organisation_component_field={"component_org":organisation,"system_component":system_component,"is_active":True} organisation_component = OrganisationComponent.objects.create(**organisation_component_field) if organisation_component: data = self.get_children_component_ids(organisation_component.system_component.id) if(len(data) > 0): for id in data: result = OrganisationComponent.objects.filter(component_org=organisation,system_component=SystemComponent.objects.get(id=id)) if result: child_component = result[0] child_component.is_active = organisation_component.is_active child_component.save() else: OrganisationComponent.objects.create( component_org = organisation, system_component = SystemComponent.objects.get(id=id), is_active = organisation_component.is_active, ) self.saveParentComponent(organisation_component) return Response({"message":"Added successfully"}, status=status.HTTP_200_OK) return Response({"message":"error occurred"}, status=status.HTTP_400_BAD_REQUEST) def saveParentComponent(self,organisation_component): if organisation_component.system_component.parent_component > 0: if organisation_component.is_active: result = OrganisationComponent.objects.filter(component_org=organisation_component.component_org,system_component=organisation_component.system_component.parent_component) if result: parent_component = result[0] parent_component.is_active = True parent_component.save() if parent_component: self.saveParentComponent(parent_component) else: organisation_component_field={"component_org":organisation_component.component_org,"system_component":SystemComponent.objects.get(id=organisation_component.system_component.parent_component),"is_active":True} parent_component = OrganisationComponent.objects.create(**organisation_component_field) if parent_component: self.saveParentComponent(parent_component) if not organisation_component.is_active: result = OrganisationComponent.objects.filter(component_org=organisation_component.component_org,system_component=organisation_component.system_component.parent_component) if result: parent_component = result[0] children = OrganisationComponent.objects.filter(component_org=organisation_component.component_org,system_component__parent_component=parent_component.system_component.id,is_active=True).all() if len(children) < 1: parent_component.is_active = False parent_component.save() if parent_component: self.saveParentComponent(parent_component) def get_children_component_ids(self,parent_id): data = [] modules = SystemComponent.objects.filter(parent_component=parent_id).all() if(len(modules) > 0): for module in modules: data.append(module.id) children_modules = self.get_children_component_ids(module.id) if(len(children_modules) > 0): for child_module_id in children_modules: data.append(child_module_id) children_modules2 = self.get_children_component_ids(child_module_id) if(len(children_modules2) > 0): for child_module_id2 in children_modules2: data.append(child_module_id2) return data class OrgTypeComponentView(APIView): def get(self, request, format=None): data = [] org_type_id = request.GET.get('comp_org_type', '1') modules = OrgTypeComponent.objects.filter(comp_org_type__id=org_type_id).all() for module in modules: data.append( {"id":module.id, "system_component":module.system_component.id, "comp_org_type":module.comp_org_type.id, "is_active":module.is_active}) return Response(data) def post(self, request): ''' Add / update orgamisation feature ''' request_data = request.data system_component = SystemComponent.objects.get(id=request_data['componentid']) org_type = OrganisationType.objects.get(id=request_data['comp_org_type']) result = OrgTypeComponent.objects.filter(comp_org_type=org_type,system_component=system_component) if result: org_type_comp = result[0] org_type_comp.is_active = request_data['is_active'] org_type_comp.save() if org_type_comp: data = self.get_children_component_ids(org_type_comp.system_component.id) if(len(data) > 0): for id in data: result = OrgTypeComponent.objects.filter(comp_org_type=org_type_comp.comp_org_type,system_component=SystemComponent.objects.get(id=id)) if result: child_component = result[0] child_component.is_active = org_type_comp.is_active child_component.save() else: org_type_comp_field={"comp_org_type":org_type,"system_component":SystemComponent.objects.get(id=id),"is_active": org_type_comp.is_active} OrgTypeComponent.objects.create(**org_type_comp_field) self.saveParentComponent(org_type_comp) return Response({"message":"updated successfully"}, status=status.HTTP_200_OK) else: org_type_comp_field={"comp_org_type":org_type,"system_component":system_component,"is_active":True} org_type_comp = OrgTypeComponent.objects.create(**org_type_comp_field) if org_type_comp: data = self.get_children_component_ids(org_type_comp.system_component.id) if(len(data) > 0): for id in data: result = OrgTypeComponent.objects.filter(comp_org_type=org_type_comp.comp_org_type,system_component=SystemComponent.objects.get(id=id)) if result: child_component = result[0] child_component.is_active = org_type_comp.is_active child_component.save() else: org_type_comp_field={"comp_org_type":org_type,"system_component":SystemComponent.objects.get(id=id),"is_active": org_type_comp.is_active} OrgTypeComponent.objects.create(**org_type_comp_field) self.saveParentComponent(org_type_comp) return Response({"message":"Added successfully"}, status=status.HTTP_200_OK) return Response({"message":"error occurred"}, status=status.HTTP_400_BAD_REQUEST) def saveParentComponent(self,org_type_comp): if org_type_comp.system_component.parent_component > 0: if org_type_comp.is_active: result = OrgTypeComponent.objects.filter(comp_org_type=org_type_comp.comp_org_type,system_component=org_type_comp.system_component.parent_component) if result: parent_component = result[0] parent_component.is_active = True parent_component.save() if parent_component: self.saveParentComponent(parent_component) else: org_type_comp_field={"comp_org_type":org_type_comp.comp_org_type,"system_component":SystemComponent.objects.get(id=org_type_comp.system_component.parent_component),"is_active":True} parent_component = OrgTypeComponent.objects.create(**org_type_comp_field) if parent_component: self.saveParentComponent(parent_component) if not org_type_comp.is_active: result = OrgTypeComponent.objects.filter(comp_org_type=org_type_comp.comp_org_type,system_component=org_type_comp.system_component.parent_component) if result: parent_component = result[0] children = OrgTypeComponent.objects.filter(system_component__parent_component=parent_component.system_component.id,is_active=True).all() if len(children) < 1: parent_component.is_active = False parent_component.save() if parent_component: self.saveParentComponent(parent_component) def get_children_component_ids(self,parent_id): data = [] modules = SystemComponent.objects.filter(parent_component=parent_id).all() if(len(modules) > 0): for module in modules: data.append(module.id) children_modules = self.get_children_component_ids(module.id) if(len(children_modules) > 0): for child_module in children_modules: data.append(child_module) children_modules2 = self.get_children_component_ids(child_module) if(len(children_modules2) > 0): for child_module2 in children_modules2: data.append(child_module2) return data class SystemFeatureView(APIView): def get(self,request, format=None): data = [] modules = SystemComponent.objects.filter(parent_component=0).all() for module in modules: children = self.get_children_components(module.id) data.append( {"id":module.id, "name":module.component, "key":module.key, "desc":module.component_desc,"children":children, "is_active":module.is_active, "parent_component":module.parent_component,"type":module.type}) return Response(data) def post(self, request): ''' add/update system feature ''' request_data = request.data if request_data['action'] == 'ADD': component_field={ "component":request_data['name'], "component_desc":request_data['desc'], "parent_component":request_data['parent'], "key":request_data['key'], "type":request_data['type'], "is_active":True} component = SystemComponent.objects.create(**component_field) if component: return Response({"message":"Added successfully"}, status=status.HTTP_200_OK) if request_data['action'] == 'EDIT': system_component = SystemComponent.objects.get(id=request_data['id']) system_component.type = request_data['type'] system_component.component = request_data['name'] system_component.component_desc = request_data['desc'] system_component.parent_component = request_data['parent'] system_component.save() if system_component: return Response({"message":"updated successfully"}, status=status.HTTP_200_OK) if request_data['action'] == 'DELETE': system_component = SystemComponent.objects.get(id=request_data['id']) if system_component: system_component.is_active = False system_component.save() return Response({"message":"Feature Deleted successfully"}, status=status.HTTP_200_OK) if request_data['action'] == 'ACTIVATE': system_component = SystemComponent.objects.get(id=request_data['id']) if system_component: system_component.is_active = request_data['status'] system_component.save() if request_data['status']: return Response({"message":"Feature activated successfully"}, status=status.HTTP_200_OK) else: return Response({"message":"Feature deactivated successfully"}, status=status.HTTP_200_OK) return Response({"message":"error occurred"}, status=status.HTTP_400_BAD_REQUEST) def get_children_components(self,parent_id): data = [] modules = SystemComponent.objects.filter(parent_component=parent_id).all() if(len(modules) > 0): for module in modules: children = self.get_children_components(module.id) if(len(children) > 0): children2 = self.get_children_components(module.id) data.append( {"id":module.id, "name":module.component, "key":module.key, "desc":module.component_desc,"children":children2, "is_active":module.is_active, "parent_component":module.parent_component,"type":module.type}) if(len(children) < 1): data.append( {"id":module.id, "name":module.component, "key":module.key, "desc":module.component_desc,"children":[], "is_active":module.is_active, "parent_component":module.parent_component,"type":module.type}) return data class OrganisationFeatureView(APIView): def get(self,request): data = [] organisation_id = get_current_user(self.request, 'organisation_id', 1) modules = OrganisationFeature.objects.filter(org_id = organisation_id,parent=0,is_active = True,is_feature_active = True).all() for module in modules: children = self.get_children_components(module.component_id,organisation_id) data.append( {"id":module.id, "name":module.component, "key":module.key, "desc":module.desc,"children":children, "parent_component":module.parent,"type":module.type}) return Response(data) def get_children_components(self,parent_id,organisation_id): data = [] modules = OrganisationFeature.objects.filter(org_id = organisation_id,parent=parent_id,is_active = True,is_feature_active = True).all() if(len(modules) > 0): for module in modules: children = self.get_children_components(module.component_id,organisation_id) if(len(children) > 0): children2 = self.get_children_components(module.component_id,organisation_id) data.append( {"id":module.id, "name":module.component, "key":module.key, "desc":module.desc,"children":children2, "parent_component":module.parent,"type":module.type}) if(len(children) < 1): data.append( {"id":module.id, "name":module.component, "key":module.key, "desc":module.desc,"children":[], "parent_component":module.parent,"type":module.type}) return data class OrganisationTypesView(viewsets.ModelViewSet): serializer_class = OrganisationTypeSerializer queryset = OrganisationType.objects.all() class UserRoleView(viewsets.ModelViewSet): serializer_class = UserRoleSerializer def get_queryset(self): #role_id = self.request.query_params.get('roleid') organisationid = get_current_user(self.request, 'organisation_id', None) queryset = UserRole.objects.filter(role_org=organisationid).order_by('-id') return queryset def perform_create(self, serializer): organisationid = get_current_user(self.request, 'organisation_id', None) action = self.request.data.get('action') if action == 'DELETE': old_role_id = self.request.data.get('id') old_role = UserRole.objects.get(id=old_role_id) assignedusers = self.request.data.get('users') for assigneduser in assignedusers: userAssignedRole = UserAssignedRole.objects.filter(assigned_role__id=old_role_id,user_id__id=assigneduser['userId']).first() if userAssignedRole: userAssignedRole.assigned_role = UserRole.objects.get(id=assigneduser['roleId']) userAssignedRole.save() role_users = UserAssignedRole.objects.filter(assigned_role__id=old_role_id) if not role_users: old_role.delete() else: #Save role. features = self.request.data.get('features') role_org = Organisation.objects.get(id=organisationid) user_role = serializer.save(role_added_by=self.request.user.id, role_org=role_org,is_active =True) #Save role features if user_role: if len(features) > 0: for feature_id in features: feature = OrganisationComponent.objects.get(id=feature_id) role_component_field={"user_role":user_role,"role_component_added_by":self.request.user.id,"org_component":feature,"is_active":True} RoleComponent.objects.create(**role_component_field) class RoleComponentView(viewsets.ModelViewSet): serializer_class = RoleComponentSerializer def get_queryset(self): role_id = self.request.query_params.get('roleid') queryset = RoleComponent.objects.filter(user_role=role_id) return queryset def perform_create(self, serializer): roleid = self.request.data.get('roleid') featureid = self.request.data.get('featureid') is_active = self.request.data.get('is_active') feature = OrganisationComponent.objects.get(id=featureid) user_role = UserRole.objects.get(id=roleid) role_component = RoleComponent.objects.filter(user_role=user_role,org_component=feature).first() if role_component: role_component.is_active = is_active role_component.role_component_added_by = self.request.user.id role_component.save() else: role_component = serializer.save(user_role=user_role,org_component=feature,role_component_added_by=self.request.user.id,is_active = is_active) if role_component: data = self.get_children_component_ids(role_component.org_component.system_component.id) if(len(data) > 0): for id in data: org_results = OrganisationComponent.objects.filter(component_org=role_component.org_component.component_org,system_component=SystemComponent.objects.get(id=id)) if org_results: for org_result in org_results: comp_results = RoleComponent.objects.filter(user_role=roleid,org_component=org_result) if comp_results: for comp_result in comp_results: comp_result.is_active = is_active comp_result.save() else: RoleComponent.objects.create(user_role=user_role,org_component=org_result,is_active=is_active,role_component_added_by = self.request.user.id) self.saveParentRole(role_component) def saveParentRole(self,role_component): if role_component.org_component.system_component.parent_component > 0: if role_component.is_active: component_org = role_component.org_component.component_org parent_component = role_component.org_component.system_component.parent_component org_comps = OrganisationComponent.objects.filter(component_org=component_org,system_component=parent_component) if org_comps: org_comp = org_comps[0] result = RoleComponent.objects.filter(user_role=role_component.user_role,org_component=org_comp) if result: parent_role = result[0] parent_role.is_active = True parent_role.save() if parent_role: self.saveParentRole(parent_role) else: role_component_field={"user_role":role_component.user_role,"role_component_added_by":self.request.user.id,"org_component":org_comp,"is_active":True} parent_role = RoleComponent.objects.create(**role_component_field) if parent_role: self.saveParentRole(parent_role) if not role_component.is_active: component_org = role_component.org_component.component_org parent_component = role_component.org_component.system_component.parent_component org_comps = OrganisationComponent.objects.filter(component_org=component_org,system_component=parent_component) if org_comps: org_comp = org_comps[0] result = RoleComponent.objects.filter(user_role=role_component.user_role,org_component=org_comp) if result: parent_role = result[0] children = RoleComponent.objects.filter(user_role=parent_role.user_role,org_component__system_component__parent_component=parent_role.org_component.system_component.id,is_active=True).all() if len(children) < 1: parent_role.is_active = False parent_role.save() if parent_role: self.saveParentRole(parent_role) def get_children_component_ids(self,parent_id): data = [] modules = SystemComponent.objects.filter(parent_component=parent_id).all() if(len(modules) > 0): for module in modules: data.append(module.id) children_modules = self.get_children_component_ids(module.id) if(len(children_modules) > 0): for child_module in children_modules: data.append(child_module) children_modules2 = self.get_children_component_ids(child_module) if(len(children_modules2) > 0): for child_module2 in children_modules2: data.append(child_module2) return data class OrganisationBranchView(viewsets.ModelViewSet): serializer_class = OrganisationBranchSerializer def get_queryset(self): organisation_id = get_current_user(self.request, 'organisation_id', None) return OrganisationBranch.objects.filter(branch_organisation_id=organisation_id) def perform_create(self, serializer): organisation_id = get_current_user(self.request, 'organisation_id', None) organisation = Organisation.objects.get(pk=organisation_id) #Create Head Office Branch for Organisation. branch = serializer.save(branch_organisation=organisation, added_by=self.request.user.id) # Create interbranch chart update_branch_interbranch_legder(branch, self.request.user.id) def perform_update(self, serializer): branch = serializer.save() # Update Chart details chart_name = branch.name + ": InterBranch" # Create if not present: update_branch_interbranch_legder(branch, self.request.user.id) class OrganisationSettingView(viewsets.ModelViewSet): serializer_class = OrganisationSettingSerializer queryset = OrganisationSetting.objects.all() def get_queryset(self): organisation_id = get_current_user(self.request, 'organisation_id', None) setting = self.request.query_params.get('setting',None) if setting: return OrganisationSetting.objects.filter(org_setting__id=organisation_id,setting_key=setting) return OrganisationSetting.objects.filter(org_setting__id=organisation_id) def perform_create(self, serializer): organisation_id = get_current_user(self.request, 'organisation_id', None) organisation = Organisation.objects.get(pk=organisation_id) serializer.save(org_setting=organisation, setting_added_by=self.request.user.id) class CustomCOAsView(APIView): def put(self, request, format=None): ''' Manually populate system generated COAs. ''' organisation_id = request.data.get('organisation_id') if organisation_id and request.user.is_superuser: organisation = Organisation.objects.filter(id=organisation_id) if len(organisation) > 0: #Initialise system generated COAs. populate_system_generalted_charts_of_accounts(organisation[0], self.request.user.id) return Response({"status": "ok","message":"Charts successfully updated."}, status=status.HTTP_200_OK) return Response({"status": "failed","message":"Organisation not found."}, status=status.HTTP_404_NOT_FOUND) return Response({"status": "failed","message":"Permission not granted."}, status=status.HTTP_403_FORBIDDEN) class GeneralSettingsView(APIView): def get(self, request, format=None): settings = {} general_settings_keys = [ 'use_old_mem_no','withholding_tax','restrict_schedule','restrict_account_opening','enable_group_savings','restrict_member_withdraw','group_savings_customers','savings_product','enable_refine_schedule', 'enable_loan_disbursement_from_any_branch', 'enable_interest_on_loan_rate_and_prepayment', 'aml_deposit_threshold', 'enable_agriculture' ] organisation_id = get_current_user(self.request, 'organisation_id', None) for general_settings_key in general_settings_keys: general_setting = OrganisationSetting.objects.filter(org_setting__id=organisation_id,setting_key=general_settings_key).first() if general_setting: settings[general_settings_key] = general_setting.setting_value else: if general_settings_key == 'use_old_mem_no': settings[general_settings_key] = "off" if general_settings_key == 'enable_group_savings': settings[general_settings_key] = "off" if general_settings_key == 'restrict_member_withdraw': settings[general_settings_key] = "off" if general_settings_key == 'restrict_schedule': settings[general_settings_key] = "off" if general_settings_key == 'restrict_account_opening': settings[general_settings_key] = "off" if general_settings_key == 'withholding_tax': settings[general_settings_key] = 6 if general_settings_key == 'aml_deposit_threshold': settings[general_settings_key] = 0 if general_settings_key == 'enable_refine_schedule': settings[general_settings_key] = "on" if general_settings_key == 'enable_loan_disbursement_from_any_branch': settings[general_settings_key] = "off" if general_settings_key == 'enable_interest_on_loan_rate_and_prepayment': settings[general_settings_key] = "off" if general_settings_key == 'enable_agriculture': settings[general_settings_key] = "off" return Response(settings) def post(self, request, format=None): organisation_id = get_current_user(self.request, 'organisation_id', None) all_keys = [ 'use_old_mem_no', 'withholding_tax', 'restrict_schedule', 'restrict_account_opening', 'enable_group_savings', 'restrict_member_withdraw', 'group_savings_customers', 'savings_product', 'enable_refine_schedule', 'enable_loan_disbursement_from_any_branch', 'enable_interest_on_loan_rate_and_prepayment', 'aml_deposit_threshold', 'enable_agriculture', ] # Only process keys that were actually sent in the request settings_data = [] for key in all_keys: if key in request.data: value = request.data.get(key) if key == 'aml_deposit_threshold' and not value: value = 0 settings_data.append({"setting_key": key, "setting_value": value}) for data in settings_data: general_setting = OrganisationSetting.objects.filter(org_setting__id=organisation_id,setting_key=data["setting_key"]).first() if general_setting: general_setting.setting_key=data["setting_key"] general_setting.setting_added_by=self.request.user.id if general_setting.setting_key == 'group_savings_customers': customer_type_ids = data["setting_value"] if not isinstance(customer_type_ids, list): customer_type_ids = list(customer_type_ids.split(",")) general_setting.setting_value = json.dumps(customer_type_ids) else: general_setting.setting_value = data["setting_value"] general_setting.save() else: OrganisationSetting.objects.create(setting_key=data["setting_key"],setting_value=data["setting_value"],org_setting=Organisation.objects.get(pk=organisation_id),setting_added_by=self.request.user.id) return Response({"message":"Success"}) class PasswordSettingsView(APIView): def get(self, request, format=None): settings = {} password_settings_keys = [ 'password_expiry_days','password_expiry_status', ] organisation_id = get_current_user(self.request, 'organisation_id', None) if organisation_id: organisation = Organisation.objects.get(pk=organisation_id) for password_settings_key in password_settings_keys: password_setting = OrganisationSetting.objects.filter(org_setting__id=organisation_id,setting_key=password_settings_key).first() if password_setting: settings[password_settings_key] = password_setting.setting_value else: if password_settings_key == 'password_expiry_days': settings[password_settings_key] = "" if password_settings_key == 'password_expiry_status': settings[password_settings_key] = "" if organisation: account_name = organisation.name settings['account_name'] = account_name return Response(settings) def post(self, request, format=None): organisation_id = get_current_user(self.request, 'organisation_id', None) password_settings_data = [ {"setting_key":"password_expiry_days","setting_value":request.data.get('password_expiry_days')}, {"setting_key":"password_expiry_status","setting_value":request.data.get('password_expiry_status')}, ] for data in password_settings_data: password_setting = OrganisationSetting.objects.filter(org_setting__id=organisation_id,setting_key=data["setting_key"]).first() if password_setting: password_setting.setting_key=data["setting_key"] password_setting.setting_value = data["setting_value"] password_setting.save() else: OrganisationSetting.objects.create(setting_key=data["setting_key"],setting_value=data["setting_value"],org_setting=Organisation.objects.get(pk=organisation_id),setting_added_by=self.request.user.id) return Response({"message":"Success"}) class UpdateAggregatorAssignementView(APIView): def post(self, request, format=None): client_id = request.data.get('client_id') mm_provider = request.data.get('mm_provider',None) mm_status = request.data.get('mm_status',None) account_number = request.data.get('account_number',None) mm_provider_setting = None if mm_provider: mm_provider_setting = OrganisationSetting.objects.filter(org_setting__id=client_id,setting_key='mm_provider').first() if mm_provider_setting: mm_provider_setting.setting_value = mm_provider mm_provider_setting.setting_added_by = self.request.user.id mm_provider_setting.save() else: mm_provider_setting = OrganisationSetting.objects.create(setting_key="mm_provider",setting_value=mm_provider,org_setting=Organisation.objects.get(pk=client_id),setting_added_by=self.request.user.id) # update account number if account_number: mm_provider_setting = OrganisationSetting.objects.filter(org_setting__id=client_id,setting_key='mm_provider_account_number').first() if mm_provider_setting: mm_provider_setting.setting_value = account_number mm_provider_setting.save() else: mm_provider_setting = OrganisationSetting.objects.create(setting_key="mm_provider_account_number",setting_value=account_number,org_setting=Organisation.objects.get(pk=client_id),setting_added_by=self.request.user.id) if mm_status: mm_status_setting = OrganisationSetting.objects.filter(org_setting__id=client_id,setting_key='mm_status').first() if mm_status_setting: mm_status_setting.setting_value = mm_status mm_status_setting.setting_added_by = self.request.user.id mm_status_setting.save() else: OrganisationSetting.objects.create(setting_key="mm_status",setting_value=mm_status,org_setting=Organisation.objects.get(pk=client_id),setting_added_by=self.request.user.id) # onboard sacco to stanbic if flexi_pay if mm_provider and mm_provider_setting: mm_provider = MMServiceProvider.objects.filter(unique_identifier='flexi_pay', id=mm_provider).first() if mm_provider: saving_thread = threading.Thread(target=flexi_pay_sacco_onboarding, args=(mm_provider_setting.org_setting, account_number, request.user)) saving_thread.start() return Response({"message":"Success"}) class LicenseSettingView(APIView): def get(self, request, format=None): settings = {} license_settings_keys = [ 'license_reminder' ] organisation_id = get_current_user(self.request, 'organisation_id', None) for license_settings_key in license_settings_keys: license_setting = OrganisationSetting.objects.filter(org_setting__id=organisation_id,setting_key=license_settings_key).first() if license_setting: settings[license_settings_key] = license_setting.setting_value return Response(settings) def post(self, request, format=None): organisation_id = get_current_user(self.request, 'organisation_id', None) settings_data = [ {"setting_key":"license_reminder","setting_value":request.data.get('license_reminder')}, ] for data in settings_data: license_setting = OrganisationSetting.objects.filter(org_setting__id=organisation_id,setting_key=data["setting_key"]).first() if license_setting: license_setting.setting_key=data["setting_key"] license_setting.setting_value = data["setting_value"] license_setting.setting_added_by=self.request.user.id license_setting.save() else: OrganisationSetting.objects.create(setting_key=data["setting_key"],setting_value=data["setting_value"],org_setting=Organisation.objects.get(pk=organisation_id),setting_added_by=self.request.user.id) return Response({"message":"Success"}) class WorkingHoursView(APIView): def get(self,request,format=None): organisation_branch_id = get_current_user(self.request, 'organisation_branch_id', None) day_order = { 'Monday': 1, 'Tuesday': 2, 'Wednesday': 3, 'Thursday': 4, 'Friday': 5, 'Saturday': 6, 'Sunday': 7, } # Query and sort the working hours data = WorkingHours.objects.filter( organ_branch__id=organisation_branch_id ).annotate( day_order=Case( *[When(week_days=day, then=Value(order)) for day, order in day_order.items()], output_field=IntegerField() ) ).order_by('day_order') serializer = WorkingHoursSerializer(data, many=True) return Response(serializer.data) def post(self, request, format=None): data = request.data branch_id = get_current_user(self.request, 'organisation_branch_id', None) branch = OrganisationBranch.objects.get(pk=branch_id) added_by = User.objects.get(pk=request.user.id) if isinstance(data, list): for item in data: day = item.get('day') start_time = item.get('start_time') end_time = item.get('end_time') is_checked = item.get('is_checked') working_hour_id = item.get('id', None) working_hour = None if working_hour_id: working_hour = WorkingHours.objects.filter(id=working_hour_id, organ_branch=branch).first() # Check if the record exists if working_hour: # Update the existing record working_hour.week_days = day working_hour.start_time = start_time working_hour.end_time = end_time working_hour.is_checked = is_checked working_hour.save() else: # If no ID is provided, create a new record working_hour = WorkingHours.objects.create( organ_branch=branch, week_days=day, start_time=start_time, end_time=end_time, is_checked=is_checked, added_by=added_by ) return Response({"message": "Success"}) class StaffWorkingHoursView(APIView): def get(self,request,format=None): organisation_id = get_current_user(self.request, 'organisation_id', None) user_id = request.GET.get('user') print("@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@ 1. ") if user_id: data = StaffWorkingHours.objects.filter(organ_branch__branch_organisation=organisation_id,).all() data = StaffWorkingHours.objects.filter(organ_branch__branch_organisation=organisation_id).all() serializer = StaffWorkingHoursSerializer(data, many=True) return Response(serializer.data) def post(self,request,format=None): print("???????????????????????????????????????????????????????? 1. ") data = request.data branch_id = get_current_user(self.request,'organisation_branch_id',None) print("???????????????????????????????????????????????????????? 2. ") branch = OrganisationBranch.objects.get(pk=branch_id) print("???????????????????????????????????????????????????????? 3. ") added_by = User.objects.get(pk=request.user.id) print("???????????????????????????????????????????????????????? 4. ") if isinstance(data, list): for item in data: start_time = item.get('start_time') end_time = item.get('end_time') role_id=item.get('role_id') print(end_time) print("end_time") print(role_id) print("role_id") staff_role = UserRole.objects.get(pk=role_id) StaffWorkingHours.objects.filter(organ_branch=branch, user_role=staff_role).delete() all=StaffWorkingHours.objects.create(organ_branch=branch,start_time=start_time,end_time=end_time,user_role=staff_role,added_by=added_by) return Response({"message":"Success"}) # class VoucherConfigViewSet(CreateModelMixin, GenericViewSet): class VoucherConfigViewSet(viewsets.ModelViewSet): """ ViewSet for VoucherConfig that supports creating configurations. """ queryset = VoucherConfig.objects.all() # serializer_class = None # Define a serializer if needed serializer_class = VoucherConfigSerializer def create(self, request, *args, **kwargs): organisation_id = get_current_user(request, 'organisation_id', None) branch_id = get_current_user(self.request, 'organisation_branch_id', None) added_by = request.user # Extracting fields from the request name = request.data.get('name') start_no = request.data.get('startNo') increment_no = request.data.get('incrementNo') current_no = request.data.get('currentNo') # Validating required fields if not all([name, start_no, increment_no]): return Response( {"error": "Missing required fields."}, status=status.HTTP_400_BAD_REQUEST ) # Check if a record with the same name exists try: voucher_config = VoucherConfig.objects.filter( name=name, organisation_id=organisation_id ).first() if voucher_config: # Update the existing record voucher_config.start_no = start_no voucher_config.current_value = current_no voucher_config.increment_no = increment_no voucher_config.added_by = added_by.id # Assuming `added_by` is an ID voucher_config.save() return Response( {"message": "VoucherConfig updated successfully.", "id": voucher_config.id}, status=status.HTTP_200_OK ) else: # Create a new record if one doesn't exist voucher_config = VoucherConfig.objects.create( name=name, start_no=start_no, current_value=current_no, increment_no=increment_no, added_by=added_by.id, # Assuming `added_by` is an ID organisation_id=organisation_id, branch_id=branch_id ) return Response( {"message": "VoucherConfig created successfully.", "id": voucher_config.id}, status=status.HTTP_201_CREATED ) except Exception as e: return Response( {"error": str(e)}, status=status.HTTP_500_INTERNAL_SERVER_ERROR ) def list(self, request, *args, **kwargs): """ GET method to list all active VoucherConfigs for an organisation. """ voucher_type = request.query_params.get('type', None) organisation_id = get_current_user(request, 'organisation_id', None) branch_id = get_current_user(self.request, 'organisation_branch_id', None) # Base queryset filtered by organisation_id and status queryset = self.queryset.filter(organisation_id=organisation_id, status="Active", branch_id=branch_id) # Add the 'name' filter only if voucher_type is not None if voucher_type: queryset = queryset.filter(name=voucher_type) serializer = self.serializer_class(queryset, many=True) return Response(serializer.data, status=status.HTTP_200_OK) @action(detail=False, methods=['get'], url_path='next-voucher-number') def get_next_voucher_number(self, request, *args, **kwargs): """ GET method to preview the next voucher number WITHOUT incrementing. Use this when opening forms to display what the next number will be. """ organisation_id = get_current_user(request, 'organisation_id', None) branch_id = get_current_user(request, 'organisation_branch_id', None) name = request.query_params.get('name', None) if not name: return Response( {"error": "Voucher type 'name' is required."}, status=status.HTTP_400_BAD_REQUEST ) try: voucher_config = self.queryset.get( organisation_id=organisation_id, status="Active", name=name, branch_id=branch_id ) # Calculate next number without saving next_number = voucher_config.current_value + voucher_config.increment_no return Response( { "current_value": voucher_config.current_value, "next_number": next_number, "increment_no": voucher_config.increment_no, "name": voucher_config.name }, status=status.HTTP_200_OK ) except VoucherConfig.DoesNotExist: return Response( {"error": "Active VoucherConfig not found."}, status=status.HTTP_404_NOT_FOUND ) except Exception as e: return Response( {"error": str(e)}, status=status.HTTP_500_INTERNAL_SERVER_ERROR ) def update(self, request, pk=None, *args, **kwargs): """ PUT method to update an existing VoucherConfig. """ try: voucher_config = self.queryset.get(pk=pk) # Update fields serializer = self.serializer_class(voucher_config, data=request.data, partial=True) if serializer.is_valid(): serializer.save() return Response( {"message": "VoucherConfig updated successfully.", "data": serializer.data}, status=status.HTTP_200_OK ) return Response(serializer.errors, status=status.HTTP_400_BAD_REQUEST) except VoucherConfig.DoesNotExist: return Response( {"error": "VoucherConfig not found."}, status=status.HTTP_404_NOT_FOUND ) except Exception as e: return Response( {"error": str(e)}, status=status.HTTP_500_INTERNAL_SERVER_ERROR ) @action(detail=False, methods=['post'], url_path='increment-current-value') def increment_current_value(self, request, *args, **kwargs): """ POST method to increment the current_value of an active VoucherConfig by 1. """ organisation_id = get_current_user(request, 'organisation_id', None) branch_id = get_current_user(self.request, 'organisation_branch_id', None) name = request.data.get('name', None) try: # Retrieve the active VoucherConfig for the organisation # voucher_config = self.queryset.get(organisation_id=organisation_id, status="Active") voucher_config = self.queryset.get(organisation_id=organisation_id, status="Active", name=name, branch_id=branch_id) # Increment the current_value voucher_config.current_value += voucher_config.increment_no voucher_config.save() # Serialize the updated entity serializer = self.serializer_class(voucher_config) return Response( {"message": "VoucherConfig current_value updated successfully.", "data": serializer.data}, status=status.HTTP_200_OK ) except VoucherConfig.DoesNotExist: return Response( {"error": "Active VoucherConfig not found for the given organisation."}, status=status.HTTP_404_NOT_FOUND ) except Exception as e: return Response( {"error": str(e)}, status=status.HTTP_500_INTERNAL_SERVER_ERROR ) class FinwiseSummaryView(APIView): """ Summary for all organisations under the parent organisation 'Finwise'. """ def calculate_age(self, dob_str): """Compute age safely.""" try: dob = datetime.strptime(dob_str, "%Y-%m-%d").date() today = date.today() return today.year - dob.year - ((today.month, today.day) < (dob.month, dob.day)) except: return None def get(self, request): include_details = request.query_params.get('include_details', 'false').lower() == 'true' gender_filter = request.query_params.get('gender') # Locate Finwise parent organisation finwise = Organisation.objects.filter( Q(name__iexact='Finwise') | Q(short_name__iexact='Finwise') ).first() if not finwise: return Response({ "total_organizations": 0, "total_trained_organizations": 0, "total_customers": 0, "total_trained_customers": 0, "average_trained_customers_per_organization": 0.0, "customers_by_gender": {"Male": 0, "Female": 0, "Other": 0}, "details": { "organizations": [], "customers": [], "trained_customers": [] } if include_details else None, }) # --- Child Organisations --- child_orgs_qs = Organisation.objects.filter(admin_organisation=finwise) child_orgs_list = list(child_orgs_qs.values( "id", "name", "short_name", "is_trained", "training_date", "region", "district", "income_source", "date_added", "status", "logo_url", "organisation_type_id", "phone_number" )) total_orgs = len(child_orgs_list) trained_orgs_list = [org for org in child_orgs_list if org['is_trained']] trained_org_ids = [org['id'] for org in trained_orgs_list] # --- Customers --- child_org_ids = [org['id'] for org in child_orgs_list] customers_qs = Customer.objects.filter( customer_branch__branch_organisation_id__in=child_org_ids, is_deleted=False ) customers_list = list(customers_qs.values( "id", "name", "gender", "telephone", "nationality", "customer_branch__branch_organisation__id", "customer_branch__branch_organisation__name" )) dob_field = CustomerRegField.objects.filter(field_label__iexact='Date of Birth').first() age_field = CustomerRegField.objects.filter(field_label__iexact='Age').first() dob_map = {} age_map = {} customer_ids = [c['id'] for c in customers_list] if dob_field: dob_metas = CustomerFieldMeta.objects.filter( customer_field__customer_reg_field=dob_field, customer_id__in=customer_ids ).select_related('customer') for meta in dob_metas: dob_map[meta.customer.id] = meta.value if age_field: age_metas = CustomerFieldMeta.objects.filter( customer_field__customer_reg_field=age_field, customer_id__in=customer_ids ).select_related('customer') for meta in age_metas: age_map[meta.customer.id] = meta.value for c in customers_list: dob = dob_map.get(c['id']) c['date_of_birth'] = dob if dob: age = self.calculate_age(dob) c['age'] = age if age is not None else "N/A" else: age = age_map.get(c['id']) c['age'] = age if age else "N/A" c['age_custom_field'] = age_map.get(c['id']) if gender_filter: gender_map = {"Male": "M", "Female": "F", "Other": None} g = gender_map.get(gender_filter) if g: customers_list = [c for c in customers_list if c['gender'] == g] else: customers_list = [c for c in customers_list if c['gender'] not in ['M', 'F']] total_customers = len(customers_list) trained_customers_list = [ c for c in customers_list if c['customer_branch__branch_organisation__id'] in trained_org_ids ] total_trained_customers = len(trained_customers_list) avg_trained_per_org = round( total_trained_customers / len(trained_orgs_list) if trained_orgs_list else 0.0, 2 ) customers_by_gender = {"Male": 0, "Female": 0, "Other": 0} for c in customers_list: if c['gender'] == 'M': customers_by_gender['Male'] += 1 elif c['gender'] == 'F': customers_by_gender['Female'] += 1 else: customers_by_gender['Other'] += 1 details = None if include_details: details = { "organizations": child_orgs_list, "customers": customers_list, "trained_customers": trained_customers_list } return Response({ "total_organizations": total_orgs, "total_trained_organizations": len(trained_orgs_list), "total_customers": total_customers, "total_trained_customers": total_trained_customers, "average_trained_customers_per_organization": avg_trained_per_org, "customers_by_gender": customers_by_gender, "details": details, }) class QdfBmcStatsView(APIView): permission_classes = [IsAuthenticated] def get(self, request): from loans.models import LoanApplication, LoanRepaymentSchedule, LoanMainTransactions from savings.models import SavingAccountTransactions from shares.models import SharesTransaction from users.models import Staff from rest_framework.exceptions import PermissionDenied org = request.user.user_organisation_branch.branch_organisation if not org or org.short_name != 'Quest Banker': raise PermissionDenied('Access restricted to Quest Banker organisation.') cached = cache.get('qdf_bmc_stats_v7') if cached: return Response(cached) # Organisations saccos = Organisation.objects.filter(organisation_type__org_type='SACCO').count() mses = Organisation.objects.filter(organisation_type__org_type='MSE').count() regions_qs = ( Organisation.objects .exclude(region__isnull=True) .exclude(region='') .values('region') .annotate(count=Count('id')) .order_by('-count') ) regions = [{'name': r['region'], 'count': r['count']} for r in regions_qs] # Customers total_customers = Customer.objects.filter(is_deleted=False).count() members_saccos = Customer.objects.filter(customer_branch__branch_organisation__organisation_type__org_type='SACCO', is_deleted=False).count() members_mses = Customer.objects.filter(customer_branch__branch_organisation__organisation_type__org_type='MSE', is_deleted=False).count() # Savings accounts savings_active = SavingAccount.objects.filter(status='active').count() savings_dormant = SavingAccount.objects.filter(status='dormant').count() savings_inactive = SavingAccount.objects.filter(status='inactive').count() # Transactions — total system transactions total_transactions = SystemTransactions.objects.filter(deleted=False).count() # Savings transactions — count + amount via related SystemTransactions.amount savings_dep_qs = SavingAccountTransactions.objects.filter(transaction_type='deposit', deleted=False) savings_with_qs = SavingAccountTransactions.objects.filter(transaction_type='withdrawal', deleted=False) savings_trf_qs = SavingAccountTransactions.objects.filter(transaction_type='transfer', deleted=False) transactions_deposits = savings_dep_qs.count() transactions_withdrawals = savings_with_qs.count() transactions_transfers = savings_trf_qs.count() txn_savings_deposits = transactions_deposits txn_savings_deposits_amount = savings_dep_qs.aggregate(total=Sum('transaction__amount'))['total'] or 0 txn_savings_withdrawals = transactions_withdrawals txn_savings_withdrawals_amount = savings_with_qs.aggregate(total=Sum('transaction__amount'))['total'] or 0 # Loan transactions — count + amount via LoanMainTransactions.amount # Repayments: loans fully cleared off (not individual payment transactions) # Shares transactions — count + amount via related SystemTransactions.amount shares_purch_qs = SharesTransaction.objects.filter(transaction_type='purchase', deleted=False) shares_trf_qs = SharesTransaction.objects.filter(transaction_type='transfer-out', deleted=False) txn_shares_purchases = shares_purch_qs.count() txn_shares_purchases_amount = shares_purch_qs.aggregate(total=Sum('system_transaction__amount'))['total'] or 0 txn_shares_transfers = shares_trf_qs.count() txn_shares_transfers_amount = shares_trf_qs.aggregate(total=Sum('system_transaction__amount'))['total'] or 0 # Staff staff_male = Staff.objects.filter(gender='M', is_active=True).count() staff_female = Staff.objects.filter(gender='F', is_active=True).count() staff_other = Staff.objects.filter(is_active=True).exclude(gender__in=['M', 'F']).count() # All loan applications ever received (any status) all_loans_qs = LoanApplication.objects.filter(is_deleted=False) def loan_count(status): return all_loans_qs.filter(status=status).count() def loan_amount(status): return all_loans_qs.filter(status=status).aggregate(total=Sum('loan_amount'))['total'] or 0 # Disbursements: all loans that ever reached disbursed stage disbursed_statuses = ['disbursed', 'cleared_off', 'written_off'] txn_loans_disbursements = all_loans_qs.filter(status__in=disbursed_statuses).count() txn_loans_disbursements_amount = all_loans_qs.filter(status__in=disbursed_statuses).aggregate(total=Sum('loan_amount'))['total'] or 0 # Loans approved = all that reached approved stage or beyond approved_statuses = ['approved', 'disbursed', 'cleared_off', 'written_off'] loans_approved = all_loans_qs.filter(status__in=approved_statuses).count() loans_approved_amount = all_loans_qs.filter(status__in=approved_statuses).aggregate(total=Sum('loan_amount'))['total'] or 0 loans_disbursed = loan_count('disbursed') loans_disbursed_amount = loan_amount('disbursed') # Loans overdue: disbursed loans with at least one unpaid past-due schedule installment today = timezone.now().date() overdue_loan_ids = LoanRepaymentSchedule.objects.filter( expected_date__date__lt=today, status='active', deleted=False, loan_application__status='disbursed', loan_application__is_deleted=False, ).values_list('loan_application_id', flat=True).distinct() loans_overdue = overdue_loan_ids.count() loans_overdue_amount = all_loans_qs.filter(id__in=overdue_loan_ids).aggregate(total=Sum('loan_amount'))['total'] or 0 # Loans repaid = cleared_off (disbursed loans that were fully repaid) loans_repaid = loan_count('cleared_off') loans_repaid_amount = loan_amount('cleared_off') # Borrower gender on active disbursed loans loans_borrowers_male = all_loans_qs.filter(status='disbursed', customer__gender='M').count() loans_borrowers_female = all_loans_qs.filter(status='disbursed', customer__gender='F').count() loans_borrowers_other = all_loans_qs.filter(status='disbursed').exclude(customer__gender__in=['M', 'F']).count() data = { 'saccos': saccos, 'mses': mses, 'total_organisations': saccos + mses, 'total_customers': total_customers, 'members_saccos': members_saccos, 'members_mses': members_mses, 'savings_active': savings_active, 'savings_dormant': savings_dormant, 'savings_inactive': savings_inactive, 'total_transactions': total_transactions, 'transactions_deposits': transactions_deposits, 'transactions_withdrawals': transactions_withdrawals, 'transactions_transfers': transactions_transfers, 'staff_male': staff_male, 'staff_female': staff_female, 'staff_other': staff_other, 'loans_applications': all_loans_qs.count(), 'loans_approved': loans_approved, 'loans_disbursed': loans_disbursed, 'loans_overdue': loans_overdue, 'loans_repaid': loans_repaid, 'loans_applications_amount': all_loans_qs.aggregate(total=Sum('loan_amount'))['total'] or 0, 'loans_approved_amount': loans_approved_amount, 'loans_disbursed_amount': loans_disbursed_amount, 'loans_overdue_amount': loans_overdue_amount, 'loans_repaid_amount': loans_repaid_amount, 'loans_borrowers_male': loans_borrowers_male, 'loans_borrowers_female': loans_borrowers_female, 'loans_borrowers_other': loans_borrowers_other, 'txn_savings_deposits': txn_savings_deposits, 'txn_savings_deposits_amount': txn_savings_deposits_amount, 'txn_savings_withdrawals': txn_savings_withdrawals, 'txn_savings_withdrawals_amount': txn_savings_withdrawals_amount, 'txn_loans_disbursements': txn_loans_disbursements, 'txn_loans_disbursements_amount': txn_loans_disbursements_amount, 'txn_loans_repayments': loans_repaid, 'txn_loans_repayments_amount': loans_repaid_amount, 'txn_shares_purchases': txn_shares_purchases, 'txn_shares_purchases_amount': txn_shares_purchases_amount, 'txn_shares_transfers': txn_shares_transfers, 'txn_shares_transfers_amount': txn_shares_transfers_amount, 'regions': regions, } cache.set('qdf_bmc_stats_v7', data, 60 * 5) return Response(data) class OrganisationProfileView(APIView): def get(self, request, org_id): org = Organisation.objects.filter(id=org_id).first() if not org: return Response({"error": "Not found"}, status=404) members_count = Customer.objects.filter( customer_branch__branch_organisation_id=org_id, is_deleted=False ).count() data = { "id": org.id, "name": org.name, "region": org.region, "district": org.district, "county": org.county, "sub_county": org.sub_county, "parish": org.parish, "village": org.village, "income_source": org.income_source, "members_count": members_count, } return Response(data) class PlatformSummaryReportView(APIView): permission_classes = [IsAuthenticated] def post(self, request): from ledgers.models import SystemTransactions from customers.models import Customer from savings.models import SavingAccountTransactions from loans.models import LoanMainTransactions from shares.models import SharesTransaction start_date = request.data.get('start_date') end_date = request.data.get('end_date') orgs = Organisation.objects.exclude( Q(name__iexact='Quest Banker') | Q(short_name__iexact='Quest Banker') ).order_by('name') rows = [] total_orgs = 0 total_members = 0 total_transactions = 0 total_unique_customers = 0 for org in orgs: members = Customer.objects.filter( customer_branch__branch_organisation=org, is_deleted=False ).count() txn_qs = SystemTransactions.objects.filter( branch__branch_organisation=org, deleted=False ) if start_date: txn_qs = txn_qs.filter(record_date__date__gte=start_date) if end_date: txn_qs = txn_qs.filter(record_date__date__lte=end_date) txn_count = txn_qs.count() # Distinct customers from savings transactions savings_txn_qs = SavingAccountTransactions.objects.filter( customer_account__account_customer__customer_branch__branch_organisation=org, deleted=False ) if start_date: savings_txn_qs = savings_txn_qs.filter(transaction__record_date__date__gte=start_date) if end_date: savings_txn_qs = savings_txn_qs.filter(transaction__record_date__date__lte=end_date) savings_customer_ids = set( savings_txn_qs.values_list('customer_account__account_customer_id', flat=True).distinct() ) # Distinct customers from loan transactions loan_txn_qs = LoanMainTransactions.objects.filter( loan_application__customer__customer_branch__branch_organisation=org, deleted=False ) if start_date: loan_txn_qs = loan_txn_qs.filter(system_transaction__record_date__date__gte=start_date) if end_date: loan_txn_qs = loan_txn_qs.filter(system_transaction__record_date__date__lte=end_date) loan_customer_ids = set( loan_txn_qs.values_list('loan_application__customer_id', flat=True).distinct() ) customers = len(savings_customer_ids | loan_customer_ids) # Savings transaction count savings_txn_count = savings_txn_qs.count() # Loan transaction count loan_txn_count = loan_txn_qs.count() # Shares transaction count shares_txn_qs = SharesTransaction.objects.filter( organisation_branch__branch_organisation=org, deleted=False ) if start_date: shares_txn_qs = shares_txn_qs.filter(system_transaction__record_date__date__gte=start_date) if end_date: shares_txn_qs = shares_txn_qs.filter(system_transaction__record_date__date__lte=end_date) shares_txn_count = shares_txn_qs.count() other_txn_count = max(0, txn_count - savings_txn_count - loan_txn_count - shares_txn_count) total_orgs += 1 total_members += members total_transactions += txn_count total_unique_customers += customers rows.append({ 'id': org.id, 'name': org.name, 'org_type': org.organisation_type.org_type if org.organisation_type else '', 'region': org.region or '', 'district': org.district or '', 'members': members, 'transactions': txn_count, 'customers': customers, 'loan_transactions': loan_txn_count, 'savings_transactions': savings_txn_count, 'shares_transactions': shares_txn_count, 'other_transactions': other_txn_count, }) return Response({ 'summary': { 'total_orgs': total_orgs, 'total_members': total_members, 'total_transactions': total_transactions, 'total_unique_customers': total_unique_customers, }, 'organisations': rows, }) class OrganisationFinanceSummary(APIView): """ Financial summary for an organisation: - Total Income - Total Expenses - Total Assets - Total Liabilities - Total Transactions - Income/Expense Chart Data Optimized to use single aggregation query instead of multiple queries """ def get(self, request, org_id): cache_key = f"org_finance_summary_{org_id}" cached_data = cache.get(cache_key) if cached_data: return Response(cached_data) org = Organisation.objects.filter(id=org_id).first() if not org: return Response({"error": "Organisation not found"}, status=404) # Get all charts owned by this organisation chart_ids = OrganisationSubAccount.objects.filter( account_organisation_id=org_id, deleted=False ).values_list("id", flat=True) if not chart_ids: # No charts, return zeros response_data = { "organisation": org.name, "total_income": 0, "total_expenses": 0, "assets": 0, "liabilities": 0, "transactions": 0, "income_chart": {"labels": ["Income"], "datasets": [{"data": [0]}]}, "expense_chart": {"labels": ["Expenses"], "datasets": [{"data": [0]}]}, } cache.set(cache_key, response_data, 300) # Cache for 5 minutes return Response(response_data) aggregation = SystemTransactions.objects.filter( Q(credit_chart_id__in=chart_ids) | Q(debit_chart_id__in=chart_ids), deleted=False ).aggregate( # Income: credit to income account line income_total=Sum( Case( When( credit_chart__account_line="income", credit_chart__account_organisation_id=org_id, then=F('amount') ), default=Value(0), output_field=DecimalField(max_digits=20, decimal_places=2) ) ), # Expenses: debit from expenses account line expenses_total=Sum( Case( When( debit_chart__account_line="expenses", debit_chart__account_organisation_id=org_id, then=F('amount') ), default=Value(0), output_field=DecimalField(max_digits=20, decimal_places=2) ) ), # Assets: debit minus credit asset_debits=Sum( Case( When( debit_chart__account_line="assets", debit_chart__account_organisation_id=org_id, then=F('amount') ), default=Value(0), output_field=DecimalField(max_digits=20, decimal_places=2) ) ), asset_credits=Sum( Case( When( credit_chart__account_line="assets", credit_chart__account_organisation_id=org_id, then=F('amount') ), default=Value(0), output_field=DecimalField(max_digits=20, decimal_places=2) ) ), # Liabilities: credit minus debit liability_debits=Sum( Case( When( debit_chart__account_line="liabilities", debit_chart__account_organisation_id=org_id, then=F('amount') ), default=Value(0), output_field=DecimalField(max_digits=20, decimal_places=2) ) ), liability_credits=Sum( Case( When( credit_chart__account_line="liabilities", credit_chart__account_organisation_id=org_id, then=F('amount') ), default=Value(0), output_field=DecimalField(max_digits=20, decimal_places=2) ) ), # Transaction count txn_count=Sum( Case( When(deleted=False, then=Value(1)), default=Value(0), output_field=IntegerField() ) ), ) # Extract and calculate totals income_total = aggregation['income_total'] or 0 expenses_total = aggregation['expenses_total'] or 0 asset_total = (aggregation['asset_debits'] or 0) - (aggregation['asset_credits'] or 0) liability_total = (aggregation['liability_credits'] or 0) - (aggregation['liability_debits'] or 0) transaction_count = aggregation['txn_count'] or 0 response_data = { "organisation": org.name, "total_income": income_total, "total_expenses": expenses_total, "assets": asset_total, "liabilities": liability_total, "transactions": transaction_count, "income_chart": { "labels": ["Income"], "datasets": [{"data": [income_total]}] }, "expense_chart": { "labels": ["Expenses"], "datasets": [{"data": [expenses_total]}] }, } cache.set(cache_key, response_data, 300) return Response(response_data) class LocationSettingsView(APIView): def get(self, request, format=None): organisation_id = get_current_user(self.request, 'organisation_id', None) setting = OrganisationSetting.objects.filter( org_setting__id=organisation_id, setting_key='location_enabled' ).first() return Response({ 'location_enabled': setting.setting_value if setting else 'off' }) def post(self, request, format=None): organisation_id = get_current_user(self.request, 'organisation_id', None) value = request.data.get('location_enabled', 'off') setting = OrganisationSetting.objects.filter( org_setting__id=organisation_id, setting_key='location_enabled' ).first() if setting: setting.setting_value = value setting.setting_added_by = self.request.user.id setting.save() else: OrganisationSetting.objects.create( setting_key='location_enabled', setting_value=value, org_setting=Organisation.objects.get(pk=organisation_id), setting_added_by=self.request.user.id ) return Response({'message': 'Success'}) class OrganisationLocationViewSet(viewsets.ModelViewSet): serializer_class = OrganisationLocationSerializer def get_queryset(self): organisation_id = get_current_user(self.request, 'organisation_id', None) return OrganisationLocation.objects.filter(organisation__id=organisation_id).order_by('-date_added') def perform_create(self, serializer): organisation_id = get_current_user(self.request, 'organisation_id', None) serializer.save( organisation=Organisation.objects.get(pk=organisation_id), added_by=self.request.user.id ) @action(detail=False, methods=['post'], url_path='bulk-upload') def bulk_upload(self, request): import csv import io file = request.FILES.get('file') if not file: return Response({'error': 'No file provided'}, status=status.HTTP_400_BAD_REQUEST) organisation_id = get_current_user(request, 'organisation_id', None) organisation = Organisation.objects.get(pk=organisation_id) try: decoded = file.read().decode('utf-8') reader = csv.DictReader(io.StringIO(decoded)) created = 0 for row in reader: name = (row.get('name*') or row.get('name') or '').strip() if not name: continue OrganisationLocation.objects.create( name=name, location_code=(row.get('location_code') or '').strip(), organisation=organisation, added_by=request.user.id ) created += 1 return Response({'message': f'{created} locations uploaded successfully'}, status=status.HTTP_201_CREATED) except Exception as e: return Response({'error': str(e)}, status=status.HTTP_400_BAD_REQUEST)