from django.shortcuts import render import json from django.conf import settings from django.shortcuts import render from sales.models import * from expenses.models import * from store.models import * from masters.models import * from stock.models import * from scheme.models import * from sales.forms import * from django.db import IntegrityError, transaction import hashlib import os from django.conf import settings from datetime import datetime from django.utils import timezone from django.db.models import Max, F, Q,Sum import base64 from django.shortcuts import render from io import BytesIO from django.conf import settings from django.template.loader import get_template from django.http import HttpResponse,HttpResponseRedirect,JsonResponse from django.shortcuts import get_object_or_404 from django.templatetags.static import static from xhtml2pdf import pisa from num2words import num2words from django.contrib.staticfiles import finders from common.utils import * from supplier.models import * from django.db.models import Sum from django.db.models.functions import Coalesce from django.db.models import Sum, F, DecimalField, Value from claim_collect_upgrade.claim import update_master_scheme_status # ```````````````````````````````````````````````````````````````````````````````````````````````````````````````````````````````````````` def upgrade_sales(request): if 'user_id' in request.session: user_type = request.session.get('user_type') branch_id = request.session.get('branch_id') is_ho = request.session.get('is_ho') if user_type == 'stores': branch = selectList(branch_table, order_by='name').exclude(id=branch_id) if is_ho == 1: supplier = selectList(supplier_table, order_by='name' ) else: supplier = selectList(supplier_table, Q(is_global=1) , order_by='name' ) brand = selectList(brand_table, order_by='name') model = selectList(model_table, order_by='name') variant = selectList(variant_table, order_by='name') return render(request, 'upgrade/upgrade_sales.html',{'supplier':supplier,'branch':branch,'brand':brand,'model':model,'variant':variant}) else: return HttpResponseRedirect("/") else: return HttpResponseRedirect("/") from django.http import JsonResponse from django.db.models import F from datetime import datetime from django.http import JsonResponse def ajax_upgrade_sales_view(request): role_id = request.session.get('role_id') from_date = request.POST.get('from_date') to_date = request.POST.get('to_date') brand_id = request.POST.get('brand_id') model_id = request.POST.get('model_id') variant_id = request.POST.get('variant_id') approve_status = request.POST.get('approve_status') has_access, error_message = check_user_access( role_id, 'upgrade_sales', "read" ) if not has_access: return JsonResponse({ 'message': 'permission', 'error_message': 'You do not have permission to view this data' }) # -------------------------------------------------- # STEP 1: Filter tm_sales (DATE FILTER) # -------------------------------------------------- tm_sales_qs = sales_order_table.objects.filter( status=1, is_active=1 ) if from_date and to_date: tm_sales_qs = tm_sales_qs.filter( inv_date__range=[ datetime.strptime(from_date, '%Y-%m-%d'), datetime.strptime(to_date, '%Y-%m-%d') ] ) tm_sales_ids = tm_sales_qs.values_list('id', flat=True) # -------------------------------------------------- # STEP 2: Filter tx_sales (UPGRADE + ITEM FILTERS) # -------------------------------------------------- upgrades = child_sales_order_table.objects.filter( tm_sales_id__in=tm_sales_ids, upgrade_id__gt=0, upgrade_amount__gt=0, status=1 ) if brand_id: upgrades = upgrades.filter(brand_id=brand_id) if model_id: upgrades = upgrades.filter(model_id=model_id) if variant_id: upgrades = upgrades.filter(variant_id=variant_id) if approve_status != '' and approve_status is not None: upgrades = upgrades.filter(is_upgrade_approved=approve_status) # -------------------------------------------------- # STEP 3: FORMAT RESPONSE # -------------------------------------------------- # ... (rest of your filtering logic) ... formatted = [] for index, item in enumerate(upgrades, start=1): parent = tm_sales_qs.filter(id=item.tm_sales_id).first() upgrade = float(item.upgrade_amount or 0) collect = float(item.upgrade_collect or 0) balance = upgrade - collect action_btn = '' if item.upgrade_status in ['pending', 'partial']: action_btn = ( f'
' f'' f'' f'
' ) else: action_btn = ( f'' ) formatted.append({ 'id' : index, 'action' : action_btn, 'inv_no' : parent.inv_no if parent else '-', 'date' : format_date_month_year(parent.inv_date) if parent and parent.inv_date else '-', 'branch' : getItemNameById(branch_table, item.branch_id), 'customer' : parent.customer_name if parent else '-', 'phone' : parent.customer_phone if parent else '-', 'customer_type' : parent.customer_type.title() if parent and parent.customer_type else '-', 'imei' : item.imei_no if item.imei_no else '-', 'brand' : getItemNameById(brand_table, item.brand_id), 'model' : getItemNameById(model_table, item.model_id), 'variant' : getItemNameById(variant_table, item.variant_id), 'color' : getItemNameById(color_table, item.color_id), 'upgrade' : format_amount(upgrade), 'upgrade_amount': format_amount(item.upgrade_collect or 0), 'debit' : format_amount(collect), 'balance' : format_amount(balance), 'amount' : format_amount(parent.total_amount or 0), 'paid' : format_amount(parent.total_paid or 0), 'status' : format_badge(item.upgrade_status, mapping={ 'pending' : 'badge text-bg-info', 'partial' : 'badge text-bg-warning', 'approved' : 'badge text-bg-success', 'rejected' : 'badge text-bg-danger' }, label_mapping={ 'pending': 'Pending', 'partial': 'Partial', 'approved': 'Approved', 'rejected': 'Rejected', }) }) return JsonResponse({'data': formatted}) from decimal import Decimal from django.shortcuts import get_object_or_404 def load_upgrade_sales(request): edit_id = request.POST.get('id') item = get_object_or_404(child_sales_order_table, id=edit_id, status=1) amount = float(item.upgrade_amount or 0) - float(item.upgrade_collect or 0) data = { 'id': item.id, 'sales_id': item.tm_sales_id, 'imei': item.imei_no or '-', 'upgrade_amount': format_amount(amount), 'subcategory_id': item.subcategory_id, 'brand_id': item.brand_id, 'model_id': item.model_id, 'variant_id': item.variant_id, 'color_id': item.color_id, 'imei_no': item.imei_no, 'branch_id': item.branch_id, } return JsonResponse(data) from claim_collect_upgrade.forms import * from django.db.models import F from django.utils import timezone from django.http import JsonResponse def add_upgrade_sales_old(request): if request.method == 'POST': try: user_id = request.session.get('user_id') company_id = request.session.get('company_id') branch_id = request.session.get('branch_id') fyf_name = request.session.get('fyf') financial_year = calculate_financial_year(fyf_name) role_id = request.session.get('role_id') date_times = timezone.localtime(timezone.now()) # Form Processing form = UpgradeForm(request.POST, request.FILES) if form.is_valid(): category = form.save(commit=False) # Fetching IDs and Amounts tx_sales_id = request.POST.get('edit_id') sales_id = request.POST.get('sales_id') debit_amount = float(request.POST.get('debit_amount') or 0) # 1. Generate Serial Number inv_no = generate_serial_number( model=tm_upgrade_table, number_field='upgrade_no', financial_year_field='current_fy', financial_year=financial_year, branch_id=branch_id, prefix="" ) # 2. Assign values to the Upgrade Master record (tm_upgrade_table) category.company_id = company_id category.branch_id = branch_id category.current_fy = financial_year category.upgrade_no = inv_no category.imei_no = request.POST.get('imei_no') category.supply_branch_id = request.POST.get('branch_id') category.date = date_times.date() category.time = date_times.time() category.sales_id = sales_id category.tx_sales_id = tx_sales_id category.subcategory_id = request.POST.get('subcategory_id') category.brand_id = request.POST.get('brand_id') category.model_id = request.POST.get('model_id') category.variant_id = request.POST.get('variant_id') category.color_id = request.POST.get('color_id') category.debit_note_no = request.POST.get('debit_note_no') category.debit_note_date = request.POST.get('debit_note_date') category.total_amount = float(request.POST.get('upgrade_amount') or 0) category.debit_amount = debit_amount category.balance = category.total_amount - debit_amount category.remarks = request.POST.get('remarks') category.status = 1 category.created_by = user_id category.employee_id = user_id category.updated_by = user_id category.created_on = date_times category.updated_on = date_times category.save() child_sales_qs = child_sales_order_table.objects.filter( id=tx_sales_id, tm_sales_id=sales_id, status=1 ) child_sales_qs.update( upgrade_collect = F('upgrade_collect') + debit_amount, updated_on = date_times, updated_by = user_id ) # 4. Final Check: If balance is cleared, mark as approved # Fetch fresh data after F() update to check totals updated_item = child_sales_qs.first() if updated_item: total_up = float(updated_item.upgrade_amount or 0) total_coll = float(updated_item.upgrade_collect or 0) if total_coll >= total_up: child_sales_qs.update( is_upgrade_approved=1, upgrade_approved_on=date_times, upgrade_approved_by=user_id ) return JsonResponse({'message': 'success'}) else: return JsonResponse({'message': 'form_error', 'errors': form.errors.as_json()}, status=400) except Exception as e: return JsonResponse({'message': 'exception', 'error': str(e)}, status=500) from django.db.models import Sum, Q def update_scheme_status(scheme_id): """ Updates the claim_status of a scheme based on the upgrade collection progress of all related sales within the scheme's date range. """ # 1. Get the Scheme Details scheme = item_scheme_table.objects.filter(id=scheme_id, status=1).first() if not scheme: return # 2. Get all Sale IDs from TM_Sales within the Scheme's Date Range tm_sales_ids = sales_order_table.objects.filter( inv_date__range=[scheme.from_date, scheme.to_date], branch_id=scheme.branch_id, status=1, is_active=1 ).values_list('id', flat=True) # 3. Filter TX_Sales (Child Table) for these sales and matching item attributes related_upgrades = child_sales_order_table.objects.filter( tm_sales_id__in=tm_sales_ids, subcategory_id=scheme.subcategory_id, brand_id=scheme.brand_id, model_id=scheme.model_id, upgrade_amount__gt=0, status=1 ) if not related_upgrades.exists(): scheme.claim_status = 'pending' scheme.save() return # 4. Calculate Totals to determine status totals = related_upgrades.aggregate( total_up_amt=Sum('upgrade_amount'), total_coll_amt=Sum('upgrade_collect') ) total_upgrade = float(totals['total_up_amt'] or 0) total_collected = float(totals['total_coll_amt'] or 0) # 5. Determine Status Logic if total_collected <= 0: new_status = 'pending' elif total_collected < total_upgrade: new_status = 'partial' else: new_status = 'completed' # 6. Update the Scheme Table scheme.claim_status = new_status scheme.updated_on = timezone.now() scheme.save() return new_status from django.http import JsonResponse from django.db.models import F, Sum from django.utils import timezone from datetime import datetime def add_upgrade_sales(request): if request.method != 'POST': return JsonResponse({'message': 'invalid_request'}, status=400) role_id = request.session.get('role_id') has_access, error_message = check_user_access(role_id, 'upgrade_sales', "create") if not has_access: return JsonResponse({'message': 'permission', 'error_message': 'You do not have permission to approve the upgrade sales'}) try: # ------------------------------- # SESSION DATA # ------------------------------- user_id = request.session.get('user_id') company_id = request.session.get('company_id') branch_id = request.session.get('branch_id') fyf_name = request.session.get('fyf') financial_year = calculate_financial_year(fyf_name) date_times = timezone.localtime(timezone.now()) # ------------------------------- # FORM # ------------------------------- form = UpgradeForm(request.POST, request.FILES) if not form.is_valid(): return JsonResponse({ 'message': 'form_error', 'errors': form.errors.as_json() }, status=400) upgrade = form.save(commit=False) # ------------------------------- # REQUEST DATA # ------------------------------- tx_sales_id = request.POST.get('edit_id') sales_id = request.POST.get('sales_id') debit_amount = float(request.POST.get('debit_amount') or 0) # ------------------------------- # GENERATE UPGRADE NO # ------------------------------- upgrade_no = generate_serial_number( model=tm_upgrade_table, number_field='upgrade_no', financial_year_field='current_fy', financial_year=financial_year, branch_id=branch_id, prefix="" ) # ------------------------------- # SAVE UPGRADE MASTER (tm_upgrade) # ------------------------------- upgrade.company_id = company_id upgrade.branch_id = branch_id upgrade.current_fy = financial_year upgrade.upgrade_no = upgrade_no upgrade.date = date_times.date() upgrade.time = date_times.time() upgrade.sales_id = sales_id upgrade.tx_sales_id = tx_sales_id upgrade.total_amount = float(request.POST.get('upgrade_amount') or 0) upgrade.subcategory_id = request.POST.get('subcategory_id') upgrade.brand_id = request.POST.get('brand_id') upgrade.model_id = request.POST.get('model_id') upgrade.variant_id = request.POST.get('variant_id') upgrade.color_id = request.POST.get('color_id') upgrade.debit_note_no = request.POST.get('debit_note_no') upgrade.debit_note_date = request.POST.get('debit_note_date') upgrade.imei_no = request.POST.get('imei_no') upgrade.total_amount = float(request.POST.get('upgrade_amount') or 0) upgrade.debit_amount = debit_amount upgrade.balance = upgrade.total_amount - debit_amount upgrade.status = 1 upgrade.created_by = user_id upgrade.updated_by = user_id upgrade.created_on = date_times upgrade.updated_on = date_times upgrade.save() tx_sales_qs = child_sales_order_table.objects.filter( id=tx_sales_id, tm_sales_id= sales_id, status = 1 ) if tx_sales_qs.exists(): tx_sales_qs.update( upgrade_collect=Coalesce(F('upgrade_collect'), Value(0)) + debit_amount, upgrade_approved_on=date_times, upgrade_approved_by=user_id, updated_on=date_times ) updated_tx = tx_sales_qs.first() updated_tx.refresh_from_db() total_required = float(updated_tx.upgrade_amount or 0) total_collected = float(updated_tx.upgrade_collect or 0) if total_collected <= 0: tx_sales_qs.update( is_upgrade_approved=0, upgrade_status='pending' ) elif total_collected < total_required: tx_sales_qs.update( is_upgrade_approved=0, upgrade_status='partial' ) else: tx_sales_qs.update( is_upgrade_approved=1, upgrade_status='approved' ) update_master_scheme_status( updated_tx.upgrade_id, user_id, date_times, 'upgrade' ) return JsonResponse({'message': 'success'}) except Exception as e: return JsonResponse({ 'message': 'exception', 'error': str(e) }, status=500) from django.http import JsonResponse from django.views.decorators.csrf import csrf_exempt from django.utils import timezone def upgrade_rejected(request): if request.method == "POST": try: category_id = request.POST.get('upgrade_id') print(category_id) category = child_sales_order_table.objects.get(id=category_id) date_times = timezone.localtime(timezone.now()) # returns datetime object role_id = request.session.get('role_id') user_id = request.session.get('user_id') has_access, error_message = check_user_access(role_id, 'upgrade_sales', "update") if not has_access: return JsonResponse({'message': 'warning', 'error_message': 'You do not have permission to reject upgrade sales'}) remarks = request.POST.get('remarks').strip() category.upgrade_status = 'rejected' # 🔴 Rejected category.upgrade_rejected_on = format_datetime(date_times) category.upgrade_rejected_by = user_id category.upgrade_rejected_remarks = remarks category.updated_on = timezone.now() category.save() return JsonResponse({'message': 'success'}) except Exception as e: return JsonResponse({'message': 'exception', 'error': str(e)}) from django.http import JsonResponse from django.views.decorators.csrf import csrf_exempt from django.utils import timezone def upgrade_revert(request): if request.method == 'POST': data_id = request.POST.get('id') role_id = request.session.get('role_id') has_access, error_message = check_user_access(role_id, 'upgrade_sales', "update") if not has_access: return JsonResponse({'message': 'warning', 'error_message': 'You do not have permission to delete category details'}) try: updated = child_sales_order_table.objects.filter(id=data_id) updated.update( upgrade_status='pending', is_upgrade_approved=0, upgrade_approved_on=None, upgrade_approved_by=0, upgrade_collect=0, updated_on=timezone.localtime(timezone.now()) # returns datetime object ) if updated: return JsonResponse({'message': 'yes'}) else: return JsonResponse({'message': 'no such data'}) except Exception as e: return JsonResponse({'message': 'exception', 'error': str(e)}) return JsonResponse({'message': 'Invalid request method'})