from rest_framework.authentication import TokenAuthentication from rest_framework.decorators import api_view, authentication_classes, permission_classes from rest_framework.response import Response from django.contrib.auth.models import User from datetime import datetime import base64 import json import os import pytz from human_resource.models import StaffProfile from megawatt_agents.models import AgentProfile from megawatt_api.crm_webhook import account_manager_staff_ids_for_order, notify_crm_staff_performance from megawatt_api.stock_webhook import notify_crm_stock from megawatt_api.utils import get_available_stock from sales_and_marketing.models import CommissionSheetInstance, CustomerAccountManager, CustomerOrder, CustomerOrderDocument, CustomerProfile, ProductDiscount, ProductPricing, ProductVAT from sales_and_marketing.serializers import CustomerOrderItemSerializer, CustomerOrderSerializer from system_administration.models import CompanyDepartment, CompanyProfile from system_administration.utils import check_if_system_administrator, create_folder_if_not_exists, create_notifications from warehouse_management.models import Category, Product from django.contrib.auth import authenticate, login, logout from rest_framework.authtoken.models import Token @api_view(['POST']) def get_all_customers_based_on_activity(request): target_timezone = pytz.timezone('Africa/Nairobi') date_format = '%d/%m/%Y, %H:%M' payload = {} creator_map = {} customer_profile_map = {} customer_profiles_list = [] try: company_serial_number = request.data["serial_number"] customer_is_active = True if request.data["customer_is_active"] == "true" else False company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) all_customer_profiles = [] all_customer_profiles = company_profile.company_customers.filter( recycle_bin=False).order_by( "-id") for customer_profile in all_customer_profiles: if check_if_customer_is_active(customer_profile) == customer_is_active: customer_profile_map = {} customer_profile_map["customer_profile_id"] = str( customer_profile.id) customer_profile_map["customer_first_name"] = customer_profile.customer_first_name customer_profile_map["customer_last_name"] = customer_profile.customer_last_name customer_profile_map["email_address"] = customer_profile.email_address customer_profile_map["phone_number"] = customer_profile.phone_number customer_profile_map["customer_title"] = customer_profile.customer_title customer_profile_map["company_name"] = customer_profile.company_name customer_profile_map["customer_type"] = customer_profile.customer_type customer_profile_map["kra_pin"] = customer_profile.kra_pin customer_profile_map["certificate_of_registration_number"] = customer_profile.certificate_of_registration_number customer_profile_map["is_profile_set"] = "true" if customer_profile.is_profile_set == True else "false" customer_profile_map["created_on"] = datetime.strftime( customer_profile.created_on.astimezone(target_timezone), date_format) if customer_profile.created_on is not None else "" customer_profile_map["last_updated_on"] = datetime.strftime( customer_profile.last_updated_on.astimezone(target_timezone), date_format) if customer_profile.last_updated_on is not None else "" try: customer_account_manager = CustomerAccountManager.objects.get( customer_profile=customer_profile) customer_profile_map["customer_account_manager"] = { "staff_id": str(customer_account_manager.staff_profile.id), "staff_name": f'{customer_account_manager.staff_profile.first_name} {customer_account_manager.staff_profile.last_name}', } except Exception: customer_profile_map["customer_account_manager"] = {"staff_id": "", "staff_name": ""} customer_profiles_list.append(customer_profile_map) payload["customer_profiles_list"] = customer_profiles_list return Response({"message": "true", "payload": payload}, status=200) except: payload["customer_profiles_list"] = customer_profiles_list return Response({"message": "false", "payload": payload}, status=500) @api_view(['POST']) def get_all_customers(request): target_timezone = pytz.timezone('Africa/Nairobi') date_format = '%d/%m/%Y, %H:%M' payload = {} creator_map = {} customer_profile_map = {} customer_profiles_list = [] try: company_serial_number = request.data["serial_number"] company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) all_customer_profiles = [] all_customer_profiles = company_profile.company_customers.filter( recycle_bin=False).order_by( "-id") for customer_profile in all_customer_profiles: customer_profile_map = {} customer_profile_map["customer_profile_id"] = str( customer_profile.id) customer_profile_map["customer_first_name"] = customer_profile.customer_first_name customer_profile_map["customer_last_name"] = customer_profile.customer_last_name customer_profile_map["email_address"] = customer_profile.email_address customer_profile_map["phone_number"] = customer_profile.phone_number customer_profile_map["customer_title"] = customer_profile.customer_title customer_profile_map["company_name"] = customer_profile.company_name customer_profile_map["customer_type"] = customer_profile.customer_type customer_profile_map["kra_pin"] = customer_profile.kra_pin customer_profile_map["certificate_of_registration_number"] = customer_profile.certificate_of_registration_number customer_profile_map["is_profile_set"] = "true" if customer_profile.is_profile_set == True else "false" customer_profile_map["created_on"] = datetime.strftime( customer_profile.created_on.astimezone(target_timezone), date_format) if customer_profile.created_on is not None else "" customer_profile_map["last_updated_on"] = datetime.strftime( customer_profile.last_updated_on.astimezone(target_timezone), date_format) if customer_profile.last_updated_on is not None else "" try: customer_account_manager = CustomerAccountManager.objects.get( customer_profile=customer_profile) customer_profile_map["customer_account_manager"] = { "staff_id": str(customer_account_manager.staff_profile.id), "staff_name": f'{customer_account_manager.staff_profile.first_name} {customer_account_manager.staff_profile.last_name}', } except Exception: customer_profile_map["customer_account_manager"] = {"staff_id": "", "staff_name": ""} customer_profiles_list.append(customer_profile_map) payload["customer_profiles_list"] = customer_profiles_list return Response({"message": "true", "payload": payload}, status=200) except: payload["customer_profiles_list"] = customer_profiles_list return Response({"message": "false", "payload": payload}, status=500) @api_view(['POST']) def get_customer_types(request): target_timezone = pytz.timezone('Africa/Nairobi') date_format = '%d/%m/%Y, %H:%M' company_serial_number = request.data["serial_number"] payload = {} creator_map = {} customer_type_map = {} customer_type_list = [] try: company_serial_number = request.data["serial_number"] company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) # get all customer_types and customer counts engineering_procurement_contractor = company_profile.company_customers.filter( customer_type="engineering_procurement_contractor") technician = company_profile.company_customers.filter( customer_type="technician") reseller = company_profile.company_customers.filter( customer_type="reseller") financier = company_profile.company_customers.filter( customer_type="financier") end_user = company_profile.company_customers.filter( customer_type="end_user") hydraulic_engineers = company_profile.company_customers.filter( customer_type="hydraulic_engineers") customer_type_map["customer_type"] = "engineering_procurement_contractor" customer_type_map["available_customers"] = str( engineering_procurement_contractor.count()) customer_type_list.append(customer_type_map) customer_type_map = {} # customer_type_map["customer_type"] = "technician" customer_type_map["available_customers"] = str( technician.count()) customer_type_list.append(customer_type_map) customer_type_map = {} # customer_type_map["customer_type"] = "reseller" customer_type_map["available_customers"] = str( reseller.count()) customer_type_list.append(customer_type_map) customer_type_map = {} # customer_type_map["customer_type"] = "financier" customer_type_map["available_customers"] = str( financier.count()) customer_type_list.append(customer_type_map) customer_type_map = {} # customer_type_map["customer_type"] = "end_user" customer_type_map["available_customers"] = str( end_user.count()) customer_type_list.append(customer_type_map) customer_type_map = {} customer_type_map["customer_type"] = "hydraulic_engineers" customer_type_map["available_customers"] = str( hydraulic_engineers.count()) customer_type_list.append(customer_type_map) payload["customer_type_list"] = customer_type_list return Response({"message": "true", "payload": payload}, status=200) except: payload["customer_type_list"] = customer_type_list return Response({"message": "false", "payload": payload}, status=500) @api_view(['POST']) def get_product_categories(request): target_timezone = pytz.timezone('Africa/Nairobi') date_format = '%d/%m/%Y, %H:%M' payload = {} category_map = {} category_list = [] payload = {} try: company_serial_number = request.data["serial_number"] company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) if company_profile: all_categories = Category.objects.filter( recycle_bin=False).order_by("-id") for category in all_categories: #if category.category_name != "TRANSPORT FEE": category_map = {} category_map["category_id"] = str(category.id) category_map["category_name"] = category.category_name category_map["category_description"] = category.category_description category_list.append(category_map) payload["category_list"] = category_list return Response({"message": "true", "payload": payload}, status=200) else: payload["category_list"] = category_list return Response({"message": "false", "payload": payload}, status=200) except: payload["category_list"] = category_list return Response({"message": "false", "payload": payload}, status=500) @api_view(['POST']) def get_all_category_products(request): target_timezone = pytz.timezone('Africa/Nairobi') date_format = '%d/%m/%Y, %H:%M' payload = {} category_map = {} category_list = [] payload = {} product_list = [] try: company_serial_number = request.data["serial_number"] category_id = request.data["category_id"] company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) if company_profile: category_instance = Category.objects.get(id=int(category_id)) category_products = category_instance.category_products.filter( recycle_bin=False) product_map = {} product_list = [] product_image_catalogue_map = {} product_image_catalogues_list = [] payload = {} date_format = '%d/%m/%Y, %H:%M' for product in category_products: product_map = {} product_image_catalogues_list = [] product_features_catalogues_list = [] product_components_list = [] product_brands_list = [] # product_pricing_map = {} # 0netoone # product_discount_map = {} # onetoone # product_vat_map = {} # onetoone product_map["product_id"] = str(product.id) product_map["product_name"] = product.product_name product_map["stock_keeping_unit"] = product.stock_keeping_unit product_map["unit_of_measurement"] = product.unit_of_measurement product_map["product_description"] = product.product_description # attaching product specific details # attaching product images product_image_catalogue = product.product_images.all().order_by("-id") for product_image in product_image_catalogue: product_image_catalogue_map = {} product_image_catalogue_map["product_image_id"] = str( product_image.id) product_image_catalogue_map["product_image_url"] = product_image.product_image.url product_image_catalogue_map["image_attribute"] = product_image.image_attribute product_image_catalogue_map["use_as_main_image"] = "true" if product_image.use_as_main_image == True else "false" product_image_catalogues_list.append( product_image_catalogue_map) product_map["product_image_catalogues_list"] = product_image_catalogues_list # attach product features and attributes product_features_catalogue = product.product_features.all().order_by("-id") for product_feature in product_features_catalogue: product_features_catalogue_map = {} product_features_attributes_list = [] product_features_catalogue_map["product_feature_id"] = str( product_feature.id) product_features_catalogue_map["product_feature_title"] = product_feature.product_feature_title # append features attributes product_features_attributes = product_feature.product_feature_attributes.all().order_by("-id") for feature_attribute in product_features_attributes: product_features_attributes_map = {} product_features_attributes_map[ "feature_attribute_id"] = str(feature_attribute.id) product_features_attributes_map[ "feature_attribute_title"] = feature_attribute.feature_attribute_title product_features_attributes_map[ "feature_attribute_description"] = feature_attribute.feature_attribute_description product_features_attributes_list.append( product_features_attributes_map) product_features_catalogue_map["product_features_attributes_list"] = product_features_attributes_list product_features_catalogues_list.append( product_features_catalogue_map) product_map["product_features_catalogues_list"] = product_features_catalogues_list # attach product components product_components = product.product_components.all().order_by("-id") for product_component in product_components: product_component_map = {} product_component_map["product_component_id"] = str( product_component.id) product_component_map["component_name"] = product_component.component_name product_component_map["component_quantity"] = product_component.component_quantity product_components_list.append( product_component_map) product_map["product_components_list"] = product_components_list # attach product brands product_brands = product.product_brands.all().order_by("-id") for product_brand in product_brands: product_brand_map = {} product_brand_map["product_brand_id"] = str( product_brand.id) product_brand_map["product_brand_name"] = product_brand.product_brand_name product_brand_map["product_brand_description"] = product_brand.product_brand_description product_brands_list.append(product_brand_map) product_map["product_brands_list"] = product_brands_list # attach product pricing try: product_pricing = ProductPricing.objects.get( product=product) # product_pricing_map["product_pricing_id"] = str( # product_pricing.id) product_map["product_net_price"] = product_pricing.product_net_price product_map["product_net_price_technician"] = product_pricing.product_net_price_technician product_map["product_net_price_reseller"] = product_pricing.product_net_price_reseller product_map["product_net_price_financier"] = product_pricing.product_net_price_financier product_map["product_net_price_engineering_procurement_contractor"] = product_pricing.product_net_price_engineering_procurement_contractor product_map["product_net_price_hydraulic_engineers"] = product_pricing.product_net_price_hydraulic_engineers except: # product_pricing_map["product_pricing_id"] = "" product_map["product_net_price"] = "" product_map["product_net_price_technician"] = "" product_map["product_net_price_reseller"] = "" product_map["product_net_price_financier"] = "" product_map["product_net_price_hydraulic_engineers"] = "" # product_map["product_pricing_map"] = product_pricing_map # attach product discount try: product_discount = ProductDiscount.objects.get( product=product) # product_discount_map["product_discount_id"] = str( # product_discount.id) product_map["discount_type"] = product_discount.discount_type product_map["discount_value"] = product_discount.discount_value except: # product_discount_map["product_discount_id"] = "" product_map["discount_type"] = "" product_map["discount_value"] = "" # product_map["product_discount_map"] = product_discount_map # attach product vat try: product_vat = ProductVAT.objects.get( product=product) # product_vat_map["product_vat_id"] = str( # product_vat.id) product_map["vat_percentage_value"] = product_vat.vat_percentage_value except: # product_vat_map["product_vat_id"] = "" product_map["vat_percentage_value"] = "" # product_map["product_vat_map"] = product_vat_map product_map["available_stock_quantity"] = f"{get_available_stock(product)}" product_list.append(product_map) payload["product_list"] = product_list return Response({"message": "true", "payload": payload}, status=200) else: payload["product_list"] = product_list return Response({"message": "false", "payload": payload}, status=404) except Exception as e: print(e) payload["product_list"] = product_list return Response({"message": "false", "payload": payload}, status=500) @api_view(['POST']) def get_all_products(request): target_timezone = pytz.timezone('Africa/Nairobi') date_format = '%d/%m/%Y, %H:%M' payload = {} category_map = {} category_list = [] payload = {} product_list = [] try: company_serial_number = request.data["serial_number"] # category_id = request.data["category_id"] company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) if company_profile: # category_instance = Category.objects.get(id=int(category_id)) all_products = Product.objects.filter( recycle_bin=False, category__isnull=False) product_map = {} product_list = [] product_image_catalogue_map = {} product_image_catalogues_list = [] payload = {} date_format = '%d/%m/%Y, %H:%M' for product in all_products: #if product.category.category_name != "TRANSPORT FEE": product_map = {} product_image_catalogues_list = [] product_features_catalogues_list = [] product_components_list = [] product_brands_list = [] # product_pricing_map = {} # 0netoone # product_discount_map = {} # onetoone # product_vat_map = {} # onetoone product_map["product_id"] = str(product.id) product_map["category_id"] = str(product.category.id) product_map["category_name"] = product.category.category_name product_map["product_name"] = product.product_name product_map["stock_keeping_unit"] = product.stock_keeping_unit product_map["unit_of_measurement"] = product.unit_of_measurement product_map["product_description"] = product.product_description # attaching product specific details # attaching product images product_image_catalogue = product.product_images.all().order_by("-id") for product_image in product_image_catalogue: product_image_catalogue_map = {} product_image_catalogue_map["product_image_id"] = str( product_image.id) product_image_catalogue_map["product_image_url"] = product_image.product_image.url product_image_catalogue_map["image_attribute"] = product_image.image_attribute product_image_catalogue_map["use_as_main_image"] = "true" if product_image.use_as_main_image == True else "false" product_image_catalogues_list.append( product_image_catalogue_map) product_map["product_image_catalogues_list"] = product_image_catalogues_list # attach product features and attributes product_features_catalogue = product.product_features.all().order_by("-id") for product_feature in product_features_catalogue: product_features_catalogue_map = {} product_features_attributes_list = [] product_features_catalogue_map["product_feature_id"] = str( product_feature.id) product_features_catalogue_map["product_feature_title"] = product_feature.product_feature_title # append features attributes product_features_attributes = product_feature.product_feature_attributes.all().order_by("-id") for feature_attribute in product_features_attributes: product_features_attributes_map = {} product_features_attributes_map[ "feature_attribute_id"] = str(feature_attribute.id) product_features_attributes_map[ "feature_attribute_title"] = feature_attribute.feature_attribute_title product_features_attributes_map[ "feature_attribute_description"] = feature_attribute.feature_attribute_description product_features_attributes_list.append( product_features_attributes_map) product_features_catalogue_map["product_features_attributes_list"] = product_features_attributes_list product_features_catalogues_list.append( product_features_catalogue_map) product_map["product_features_catalogues_list"] = product_features_catalogues_list # attach product components product_components = product.product_components.all().order_by("-id") for product_component in product_components: product_component_map = {} product_component_map["product_component_id"] = str( product_component.id) product_component_map["component_name"] = product_component.component_name product_component_map["component_quantity"] = product_component.component_quantity product_components_list.append( product_component_map) product_map["product_components_list"] = product_components_list # attach product brands product_brands = product.product_brands.all().order_by("-id") for product_brand in product_brands: product_brand_map = {} product_brand_map["product_brand_id"] = str( product_brand.id) product_brand_map["product_brand_name"] = product_brand.product_brand_name product_brand_map["product_brand_description"] = product_brand.product_brand_description product_brands_list.append(product_brand_map) product_map["product_brands_list"] = product_brands_list # attach product pricing try: product_pricing = ProductPricing.objects.get( product=product) # product_pricing_map["product_pricing_id"] = str( # product_pricing.id) product_map["product_net_price"] = product_pricing.product_net_price # product_pricing_map["product_net_price_technician"] = product_pricing.product_net_price_technician # product_pricing_map["product_net_price_reseller"] = product_pricing.product_net_price_reseller # product_pricing_map["product_net_price_financier"] = product_pricing.product_net_price_financier # product_pricing_map["product_net_price_engineering_procurement_contractor"] = product_pricing.product_net_price_engineering_procurement_contractor except: # product_pricing_map["product_pricing_id"] = "" product_map["product_net_price"] = "" # product_pricing_map["product_net_price_technician"] = "" # product_pricing_map["product_net_price_reseller"] = "" # product_pricing_map["product_net_price_financier"] = "" # product_pricing_map["product_net_price_engineering_procurement_contractor"] = "" # product_map["product_pricing_map"] = product_pricing_map # attach product discount try: product_discount = ProductDiscount.objects.get( product=product) # product_discount_map["product_discount_id"] = str( # product_discount.id) product_map["discount_type"] = product_discount.discount_type product_map["discount_value"] = product_discount.discount_value except: # product_discount_map["product_discount_id"] = "" product_map["discount_type"] = "" product_map["discount_value"] = "" # product_map["product_discount_map"] = product_discount_map # attach product vat try: product_vat = ProductVAT.objects.get( product=product) # product_vat_map["product_vat_id"] = str( # product_vat.id) product_map["vat_percentage_value"] = product_vat.vat_percentage_value except: # product_vat_map["product_vat_id"] = "" product_map["vat_percentage_value"] = "" # product_map["product_vat_map"] = product_vat_map product_map["available_stock_quantity"] = f"{get_available_stock(product)}" product_list.append(product_map) payload["product_list"] = product_list return Response({"message": "true", "payload": payload}, status=200) else: payload["product_list"] = product_list return Response({"message": "false", "payload": payload}, status=404) except Exception as e: print(e) payload["product_list"] = product_list return Response({"message": "false", "payload": payload}, status=500) @api_view(['POST']) def get_all_staff_sales_performance(request): date_format = '%d/%m/%Y' target_timezone = pytz.timezone('Africa/Nairobi') active_user = request.user payload = {} customer_profile_map = {} customer_profiles_list = [] # customer_order_map = {} # customer_orders_list = [] # customer_order_item_map = {} # customer_order_items_list = [] account_manager_map = {} staff_list = [] try: company_serial_number = request.data["serial_number"] date_from = datetime.strptime(request.data["date_from"], date_format) date_to = datetime.strptime(request.data["date_to"], date_format).replace(hour=23, minute=59, second=59, microsecond=999999) staff_profiles = StaffProfile.objects.filter( recycle_bin=False, is_profile_active=True) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) for staff_profile in staff_profiles: account_manager_map = {} customer_profiles_list = [] managed_customer_accounts = staff_profile.staff_customer_accounts.all().order_by("-id") account_manager_map["staff_id"] = str(staff_profile.id) account_manager_map["first_name"] = staff_profile.first_name account_manager_map["last_name"] = staff_profile.last_name account_manager_map["staff_number"] = staff_profile.staff_number # account_manager_map["preferred_currency"] = company_profile.company_preferred_currency for customer_account in managed_customer_accounts: customer_profile = customer_account.customer_profile customer_profile_map = {} shopping_history = [] customer_profile_map["customer_profile_id"] = str( customer_profile.id) customer_profile_map["customer_first_name"] = customer_profile.customer_first_name customer_profile_map["customer_last_name"] = customer_profile.customer_last_name customer_profile_map["email_address"] = customer_profile.email_address customer_profile_map["phone_number"] = customer_profile.phone_number customer_profile_map["customer_title"] = customer_profile.customer_title customer_profile_map["company_name"] = customer_profile.company_name customer_profile_map["customer_type"] = customer_profile.customer_type customer_profile_map["is_profile_set"] = "true" if customer_profile.is_profile_set == True else "false" customer_profile_map["created_on"] = datetime.strftime( customer_profile.created_on.astimezone(target_timezone), date_format) if customer_profile.created_on is not None else "" customer_profile_map["last_updated_on"] = datetime.strftime( customer_profile.last_updated_on.astimezone(target_timezone), date_format) if customer_profile.last_updated_on is not None else "" customer_order_history = customer_profile.customer_order_history.filter( # greater than or equal to date_from recycle_bin=False, customer_order_approved=True, created_on__gte=date_from, created_on__lte=date_to).order_by("-id") for customer_order in customer_order_history: order_map = {} order_item_list = [] order_map["customer_order_number"] = customer_order.customer_order_number order_map["customer_order_total_gross_value"] = customer_order.customer_order_total_gross_value order_map["customer_order_total_discount"] = customer_order.customer_order_total_discount order_map["customer_order_total_net_value"] = customer_order.customer_order_total_net_value order_map["customer_order_total_amount_paid"] = customer_order.customer_order_total_amount_paid order_map["created_on"] = datetime.strftime( customer_order.created_on.astimezone(target_timezone), date_format) if customer_order.created_on is not None else "" # to be updated order_map["currency"] = company_profile.company_preferred_currency customer_order_items = customer_order.customer_order_items.all() for order_item in customer_order_items: order_item_map = {} order_item_map["customer_order_number"] = customer_order.customer_order_number order_item_map["product_name"] = order_item.product.product_name order_item_map["quantity"] = order_item.quantity order_item_map["price_per_item"] = order_item.price_per_item order_item_map["discount_per_item"] = order_item.discount_per_item order_item_map["net_subtotal"] = order_item.net_subtotal order_item_map["gross_subtotal"] = order_item.gross_subtotal order_item_map["total_discount"] = order_item.total_discount order_item_map["created_on"] = datetime.strftime( customer_order.created_on.astimezone(target_timezone), date_format) if customer_order.created_on is not None else "" order_item_map["sales_item_order_fulfilled"] = "true" if order_item.sales_item_order_fulfilled == True else "false" # order_item_map["last_updated_on"] = datetime.strftime( # customer_order.last_updated_on.astimezone(target_timezone), date_format) if customer_order.last_updated_on is not None else "" order_item_list.append(order_item_map) order_map["order_item_list"] = order_item_list shopping_history.append(order_map) customer_profile_map["shopping_history"] = shopping_history customer_profiles_list.append(customer_profile_map) account_manager_map["customer_profiles_list"] = customer_profiles_list staff_list.append(account_manager_map) payload["staff_list"] = staff_list return Response({"message": "true", "payload": payload}, status=200) except Exception as e: print(e) payload["staff_list"] = staff_list return Response({"message": "false", "payload": payload}, status=500) @api_view(['POST']) def get_all_staff_commissions(request): date_format = '%d/%m/%Y' target_timezone = pytz.timezone('Africa/Nairobi') active_user = request.user payload = {} commission_map = {} commission_list = [] # customer_order_map = {} # customer_orders_list = [] # customer_order_item_map = {} # customer_order_items_list = [] staff_map = {} staff_list = [] try: date_from = datetime.strptime(request.data["date_from"], date_format) date_to = datetime.strptime(request.data["date_to"], date_format) company_serial_number = request.data["serial_number"] staff_profiles = StaffProfile.objects.filter( recycle_bin=False, is_profile_active=True) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) for staff_profile in staff_profiles: staff_map = {} staff_map["staff_id"] = str(staff_profile.id) staff_map["first_name"] = staff_profile.first_name staff_map["last_name"] = staff_profile.last_name staff_map["staff_number"] = staff_profile.staff_number staff_payroll_instances = staff_profile.staff_payroll_instance.filter( recycle_bin=False,) staff_commissions_list = [] for payroll_instance in staff_payroll_instances: if float(payroll_instance.commissions_total) > 0: commission_map = {} commission_map["payroll_sheet_id"] = str( payroll_instance.payroll_sheet.id) commission_map["staff_payroll_instance_id"] = str( payroll_instance.id) commission_map["currency"] = company_profile.company_preferred_currency print(payroll_instance.commissions_total) commission_sheet_instance = CommissionSheetInstance.objects.get( staff_payroll_instance=payroll_instance) commission_map["commission_sheet_for_the_month_of"] = commission_sheet_instance.commission_sheet.commission_sheet_for_the_month_of commission_map["commission_sheet_for_the_year"] = commission_sheet_instance.commission_sheet.commission_sheet_for_the_year commission_map["commission_value"] = commission_sheet_instance.commissions_total if commission_sheet_instance.commission_sheet.commission_sheet_approved_by_finance: staff_commissions_list.append(commission_map) staff_map["staff_commissions_list"] = staff_commissions_list staff_list.append(staff_map) payload["staff_list"] = staff_list return Response({"message": "true", "payload": payload}, status=200) except Exception as e: print(e) payload["staff_list"] = staff_list return Response({"message": "false", "payload": payload}, status=500) @api_view(['POST']) def get_single_staff_sales_performance(request): date_format = '%d/%m/%Y' target_timezone = pytz.timezone('Africa/Nairobi') active_user = request.user payload = {} customer_profile_map = {} customer_profiles_list = [] # customer_order_map = {} # customer_orders_list = [] # customer_order_item_map = {} # customer_order_items_list = [] account_manager_map = {} # staff_list = [] try: company_serial_number = request.data["serial_number"] staff_id = request.data["staff_id"] date_from = datetime.strptime(request.data["date_from"], date_format) date_to = datetime.strptime(request.data["date_to"], date_format).replace(hour=23, minute=59, second=59, microsecond=999999) # staff_profiles = StaffProfile.objects.filter( # recycle_bin=False, is_profile_active=True) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) staff_profile = StaffProfile.objects.get(id=int(staff_id)) # for staff_profile in staff_profiles: account_manager_map = {} customer_profiles_list = [] managed_customer_accounts = staff_profile.staff_customer_accounts.all().order_by("-id") account_manager_map["staff_id"] = str(staff_profile.id) account_manager_map["first_name"] = staff_profile.first_name account_manager_map["last_name"] = staff_profile.last_name account_manager_map["staff_number"] = staff_profile.staff_number # account_manager_map["preferred_currency"] = company_profile.company_preferred_currency for customer_account in managed_customer_accounts: customer_profile = customer_account.customer_profile customer_profile_map = {} shopping_history = [] customer_profile_map["customer_profile_id"] = str( customer_profile.id) customer_profile_map["customer_first_name"] = customer_profile.customer_first_name customer_profile_map["customer_last_name"] = customer_profile.customer_last_name customer_profile_map["email_address"] = customer_profile.email_address customer_profile_map["phone_number"] = customer_profile.phone_number customer_profile_map["customer_title"] = customer_profile.customer_title customer_profile_map["company_name"] = customer_profile.company_name customer_profile_map["customer_type"] = customer_profile.customer_type customer_profile_map["is_profile_set"] = "true" if customer_profile.is_profile_set == True else "false" customer_profile_map["created_on"] = datetime.strftime( customer_profile.created_on.astimezone(target_timezone), date_format) if customer_profile.created_on is not None else "" customer_profile_map["last_updated_on"] = datetime.strftime( customer_profile.last_updated_on.astimezone(target_timezone), date_format) if customer_profile.last_updated_on is not None else "" customer_order_history = customer_profile.customer_order_history.filter( # greater than or equal to date_from recycle_bin=False, customer_order_approved=True, created_on__gte=date_from, created_on__lte=date_to).order_by("-id") for customer_order in customer_order_history: order_map = {} order_item_list = [] order_map["customer_order_number"] = customer_order.customer_order_number order_map["customer_order_total_gross_value"] = customer_order.customer_order_total_gross_value order_map["customer_order_total_discount"] = customer_order.customer_order_total_discount order_map["customer_order_total_net_value"] = customer_order.customer_order_total_net_value order_map["customer_order_total_amount_paid"] = customer_order.customer_order_total_amount_paid order_map["created_on"] = datetime.strftime( customer_order.created_on.astimezone(target_timezone), date_format) if customer_order.created_on is not None else "" # to be updated order_map["currency"] = company_profile.company_preferred_currency customer_order_items = customer_order.customer_order_items.all() for order_item in customer_order_items: order_item_map = {} order_item_map["customer_order_number"] = customer_order.customer_order_number order_item_map["product_name"] = order_item.product.product_name order_item_map["quantity"] = order_item.quantity order_item_map["price_per_item"] = order_item.price_per_item order_item_map["discount_per_item"] = order_item.discount_per_item order_item_map["net_subtotal"] = order_item.net_subtotal order_item_map["gross_subtotal"] = order_item.gross_subtotal order_item_map["total_discount"] = order_item.total_discount order_item_map["created_on"] = datetime.strftime( customer_order.created_on.astimezone(target_timezone), date_format) if customer_order.created_on is not None else "" order_item_map["sales_item_order_fulfilled"] = "true" if order_item.sales_item_order_fulfilled == True else "false" # order_item_map["last_updated_on"] = datetime.strftime( # customer_order.last_updated_on.astimezone(target_timezone), date_format) if customer_order.last_updated_on is not None else "" order_item_list.append(order_item_map) order_map["order_item_list"] = order_item_list shopping_history.append(order_map) customer_profile_map["shopping_history"] = shopping_history customer_profiles_list.append(customer_profile_map) account_manager_map["customer_profiles_list"] = customer_profiles_list # staff_list.append(account_manager_map) payload["staff_map"] = account_manager_map return Response({"message": "true", "payload": payload}, status=200) except Exception as e: print(e) payload["staff_map"] = [] return Response({"message": "false", "payload": payload}, status=500) @api_view(['POST']) def get_single_staff_commissions(request): date_format = '%d/%m/%Y' target_timezone = pytz.timezone('Africa/Nairobi') active_user = request.user payload = {} commission_map = {} commission_list = [] # customer_order_map = {} # customer_orders_list = [] # customer_order_item_map = {} # customer_order_items_list = [] staff_map = {} staff_list = [] try: date_from = datetime.strptime(request.data["date_from"], date_format) date_to = datetime.strptime(request.data["date_to"], date_format) company_serial_number = request.data["serial_number"] staff_id = request.data["staff_id"] staff_profile = StaffProfile.objects.get(id=int(staff_id)) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) # for staff_profile in staff_profiles: staff_map = {} staff_map["staff_id"] = str(staff_profile.id) staff_map["first_name"] = staff_profile.first_name staff_map["last_name"] = staff_profile.last_name staff_map["staff_number"] = staff_profile.staff_number staff_payroll_instances = staff_profile.staff_payroll_instance.filter( recycle_bin=False,) staff_commissions_list = [] for payroll_instance in staff_payroll_instances: if float(payroll_instance.commissions_total) > 0: commission_map = {} commission_map["payroll_sheet_id"] = str( payroll_instance.payroll_sheet.id) commission_map["staff_payroll_instance_id"] = str( payroll_instance.id) commission_map["currency"] = company_profile.company_preferred_currency print(payroll_instance.commissions_total) commission_sheet_instance = CommissionSheetInstance.objects.get( staff_payroll_instance=payroll_instance) commission_map["commission_sheet_for_the_month_of"] = commission_sheet_instance.commission_sheet.commission_sheet_for_the_month_of commission_map["commission_sheet_for_the_year"] = commission_sheet_instance.commission_sheet.commission_sheet_for_the_year commission_map["commission_value"] = commission_sheet_instance.commissions_total if commission_sheet_instance.commission_sheet.commission_sheet_approved_by_finance: staff_commissions_list.append(commission_map) staff_map["staff_commissions_list"] = staff_commissions_list staff_list.append(staff_map) payload["staff_map"] = staff_map return Response({"message": "true", "payload": payload}, status=200) except Exception as e: print(e) payload["staff_map"] = [] return Response({"message": "false", "payload": payload}, status=500) @api_view(['POST']) def agent_login(request): target_timezone = pytz.timezone('Africa/Nairobi') date_format = '%d/%m/%Y, %H:%M' payload = {} category_map = {} category_list = [] payload = {} try: username = request.data['username'] password = request.data['password'] # agent_profile = AgentProfile.objects.get(agent_number=agent_number) # username = agent_profile.user.username # print(username) user = authenticate(request, username=username, password=password) agent_profile = user.user_agent_profile if user is not None and agent_profile.is_profile_active == True: login(request, user) # token = token, created = Token.objects.get_or_create(user=user) # payload["company_department"] = staff_profile.company_department.department_name if staff_profile.company_department is not None else "not_assigned" # full_name = f'{staff_profile.first_name} {staff_profile.last_name}' if len( # staff_profile.first_name) > 0 and len(staff_profile.last_name) > 0 else "No Name" # user_role = f'{staff_profile.staff_position.position_title}' if staff_profile.staff_position is not None else "Not Assigned" payload["first_name"] = agent_profile.first_name payload["last_name"] = agent_profile.last_name payload["agent_id"] = str(agent_profile.id) payload["email_address"] = agent_profile.user.username payload["phone_number"] = agent_profile.phone_number payload["agent_title"] = agent_profile.agent_title payload["identification_number"] = agent_profile.identification_number payload["agent_number"] = agent_profile.agent_number return Response({"message": "Login successful", "payload": payload}, status=200) else: return Response({"message": "Invalid credentials", "payload": payload}, status=406) except Exception as e: print(e) return Response({"message": "Error logging in agent", "payload": payload}, status=500) @api_view(['POST']) def change_password_for_agent(request): payload = {} try: username = request.data['username'] old_password = request.data['old_password'] new_password = request.data['new_password'] user = authenticate(request, username=username, password=old_password) if user is not None: agent_profile = getattr(user, 'user_agent_profile', None) if agent_profile is not None and agent_profile.is_profile_active: user.set_password(new_password) user.save() return Response({"message": "Password changed successfully", "payload": payload}, status=200) return Response({"message": "Invalid credentials", "payload": payload}, status=406) except Exception as e: print(e) return Response({"message": "Error changing password", "payload": payload}, status=500) @api_view(['POST']) def get_access_token(request): """Issue an auth token by username/email. Contract (live ERP, consumed by the CRM and the ERP Vue frontend login fallback): POST {"user_name": } -> {"payload": {"user_token": ...}}. Falls back to the legacy {"username","password"} agent form. Returns the token under both `user_token` and `token` for backward compatibility. """ payload = {} try: user_name = request.data.get('user_name') or request.data.get('username') password = request.data.get('password') if not user_name: return Response({"message": "Invalid credentials", "payload": payload}, status=406) try: user = User.objects.get(username=user_name) except User.DoesNotExist: return Response({"message": "Invalid credentials", "payload": payload}, status=406) staff_profile = StaffProfile.objects.filter(user=user).first() agent_profile = getattr(user, 'user_agent_profile', None) # Staff (CRM + ERP frontend) — token by username, mirroring the live ERP. if staff_profile is not None: authorized = True # Agent — preserve the legacy password check when supplied. elif agent_profile is not None and agent_profile.is_profile_active: authorized = (password is None) or ( authenticate(request, username=user_name, password=password) is not None) else: authorized = False if not authorized: return Response({"message": "Invalid credentials", "payload": payload}, status=406) try: login(request, user) except Exception: pass token, _created = Token.objects.get_or_create(user=user) payload["user_token"] = token.key payload["token"] = token.key return Response({"message": "Login successful", "payload": payload}, status=200) except Exception as e: print(e) return Response({"message": "Error getting access token", "payload": payload}, status=500) def check_if_customer_is_active(customer_profile): is_active = False customer_order_history = customer_profile.customer_order_history.filter( customer_order_approved=True, recycle_bin=False) for order in customer_order_history: if float(order.customer_order_total_net_value) > 0: is_active = True break return is_active # --------------------------------------------------------------------------- # CRM INTEGRATION ENDPOINTS (ported from live ERP — consumed by the Laravel CRM) # --------------------------------------------------------------------------- @api_view(['POST']) def check_if_customer_order_exist(request): quote_number = request.data["quote_number"] try: customer_order = CustomerOrder.objects.get( customer_order_description=quote_number,) if customer_order is not None: return Response({"message": "true", }, status=200) except Exception as e: print(e) return Response({"message": "false", }, status=200) @api_view(['POST']) def get_customer_by_email(request): target_timezone = pytz.timezone('Africa/Nairobi') date_format = '%d/%m/%Y, %H:%M' payload = {} company_serial_number = request.data.get("serial_number", "") email_address = request.data.get("email_address", "") if not company_serial_number or not email_address: return Response({"message": "false", "payload": payload}, status=200) try: company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) except CompanyProfile.DoesNotExist: return Response({"message": "false", "payload": payload}, status=200) customer_profile = company_profile.company_customers.filter( email_address__iexact=email_address, recycle_bin=False ).first() if customer_profile is None: return Response({"message": "false", "payload": payload}, status=200) payload["customer_profile_id"] = str(customer_profile.id) payload["customer_first_name"] = customer_profile.customer_first_name payload["customer_last_name"] = customer_profile.customer_last_name payload["email_address"] = customer_profile.email_address payload["phone_number"] = customer_profile.phone_number payload["customer_title"] = customer_profile.customer_title payload["company_name"] = customer_profile.company_name payload["customer_type"] = customer_profile.customer_type payload["kra_pin"] = customer_profile.kra_pin payload["certificate_of_registration_number"] = customer_profile.certificate_of_registration_number payload["is_profile_set"] = "true" if customer_profile.is_profile_set == True else "false" payload["created_on"] = datetime.strftime( customer_profile.created_on.astimezone(target_timezone), date_format) if customer_profile.created_on is not None else "" payload["last_updated_on"] = datetime.strftime( customer_profile.last_updated_on.astimezone(target_timezone), date_format) if customer_profile.last_updated_on is not None else "" try: customer_account_manager = CustomerAccountManager.objects.get( customer_profile=customer_profile) account_manager_map = {} account_manager_map["staff_id"] = str( customer_account_manager.staff_profile.id) account_manager_map["staff_name"] = f'{customer_account_manager.staff_profile.first_name} {customer_account_manager.staff_profile.last_name}' payload["customer_account_manager"] = account_manager_map except Exception: payload["customer_account_manager"] = {"staff_id": "", "staff_name": ""} return Response({"message": "true", "payload": payload}, status=200) @api_view(['POST']) def get_all_marketing_staff(request): payload = {} staff_profile_list = [] try: company_serial_number = request.data["serial_number"] company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) if company_profile: all_staff = StaffProfile.objects.filter( recycle_bin=False, is_profile_active=True, is_profile_set=True) for staff in all_staff: staff_map = {} staff_map["staff_id"] = str(staff.id) staff_map["email_address"] = staff.user.username if staff.user is not None else "" staff_map["staff_position"] = staff.staff_position.position_title if staff.staff_position is not None else "" staff_map["staff_number"] = staff.staff_number staff_map["first_name"] = staff.first_name staff_map["last_name"] = staff.last_name staff_map["phone_number"] = staff.phone_number staff_map["staff_title"] = staff.staff_title staff_map["company_branch_name"] = staff.company_branch.branch_name if staff.company_branch is not None else "" staff_map["company_department"] = staff.company_department.department_name if staff.company_department is not None else "" staff_map["is_head_of_department"] = "true" if staff.is_head_of_department else "false" staff_map["is_super_admin"] = "true" if staff.is_super_admin else "false" staff_map["is_profile_active"] = "true" if staff.is_profile_active == True else "false" staff_profile_list.append(staff_map) payload["staff_profile_list"] = staff_profile_list return Response({"message": "true", "payload": payload}, status=200) else: payload["staff_profile_list"] = staff_profile_list return Response({"message": "false", "payload": payload}, status=406) except Exception as e: print(e) payload["staff_profile_list"] = staff_profile_list return Response({"message": "false", "payload": payload}, status=500) @api_view(['POST']) def marketing_login(request): payload = {} try: staff_number = request.data['staff_number'] password = request.data['password'] staff_profile = StaffProfile.objects.get(staff_number=staff_number) username = staff_profile.user.username user = authenticate(request, username=username, password=password) if user is not None and staff_profile.is_profile_active == True: login(request, user) payload["company_department"] = staff_profile.company_department.department_name if staff_profile.company_department is not None else "not_assigned" user_role = f'{staff_profile.staff_position.position_title}' if staff_profile.staff_position is not None else "Not Assigned" payload["first_name"] = staff_profile.first_name payload["last_name"] = staff_profile.last_name payload["user_role"] = user_role payload["staff_id"] = str(staff_profile.id) payload["email_address"] = staff_profile.user.username payload["phone_number"] = staff_profile.phone_number payload["branch_name"] = staff_profile.company_branch.branch_name if staff_profile.company_branch is not None else "" return Response({"message": "Login successful", "payload": payload}, status=200) else: return Response({"message": "Invalid credentials", "payload": payload}, status=406) except Exception as e: print(e) return Response({"message": "Error logging in staff", "payload": payload}, status=500) def _save_crm_order_document(order, document_type, base64_content, original_name): """Decode a base64 document pushed from the CRM and persist it against the customer order. Returns the CustomerOrderDocument or None.""" if not base64_content: return None try: content = str(base64_content).strip() # strip a possible data-URI prefix (e.g. "data:application/pdf;base64,") if content[:5].lower() == "data:" and "," in content: content = content.split(",", 1)[1] raw = base64.b64decode(content) folder_path = create_folder_if_not_exists() safe_name = (original_name or f"{document_type}.bin").replace("/", "_").replace("\\", "_") file_name = f"{order.customer_order_number}_{document_type}_{safe_name}" file_path = os.path.join(folder_path, file_name) with open(file_path, "wb") as destination: destination.write(raw) return CustomerOrderDocument.objects.create( customer_order=order, document_type=document_type, original_name=original_name or safe_name, saved_document_path=file_path, uploaded_via="crm", ) except Exception as exc: print(f"Failed to save CRM order document ({document_type}): {exc}") return None @api_view(['POST']) def create_customer_order_crm(request): date_format = '%d/%m/%Y' try: company_serial_number = request.data["serial_number"] customer_id = request.data["customer_id"] customer_order_type = "order_offline" customer_order_description = request.data["customer_order_description"] customer_order_total_gross_value = request.data["customer_order_total_gross_value"] customer_order_total_discount = request.data["customer_order_total_discount"] customer_order_total_net_value = request.data["customer_order_total_net_value"] customer_order_approved = False staff_id = request.data["staff_id"] expected_delivery_date = datetime.strptime( request.data["expected_delivery_date"], date_format).strftime("%Y-%m-%d") if len(request.data["expected_delivery_date"]) > 0 else None customer_order_items_list = request.data.get( 'customer_order_items_list', []) if isinstance(customer_order_items_list, str): customer_order_items_list = json.loads(customer_order_items_list) elif customer_order_items_list is None: customer_order_items_list = [] staff_profile = StaffProfile.objects.get(id=int(staff_id)) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) if ((staff_profile.company_department.department_name == "sales" or staff_profile.company_department.department_name == "marketing") and company_profile) or check_if_system_administrator(staff_profile): company_branch = staff_profile.company_branch customer_profile = None if customer_id and len(str(customer_id)) > 0: try: user = User.objects.get(username=customer_id) customer_profile = CustomerProfile.objects.filter( user=user).first() except User.DoesNotExist: customer_profile = None except Exception: customer_profile = None if customer_profile is None: customer_profile = CustomerProfile.objects.filter( email_address__iexact=customer_id, recycle_bin=False ).first() customer_order_serializer = CustomerOrderSerializer( data={'company_branch': company_branch.id, 'customer_profile': customer_profile.id if customer_profile else None, 'customer_order_type': customer_order_type, 'customer_order_description': customer_order_description, 'customer_order_total_gross_value': customer_order_total_gross_value, 'customer_order_total_discount': customer_order_total_discount, 'customer_order_total_net_value': customer_order_total_net_value, 'customer_order_approved': customer_order_approved, 'expected_delivery_date': expected_delivery_date, 'sales_person': staff_profile.id, 'created_by': staff_profile.id, 'last_updated_by': staff_profile.id}) if customer_order_serializer.is_valid(): new_order = customer_order_serializer.save() new_order.origin = "crm" new_order.save(update_fields=["origin"]) for customer_order_item in customer_order_items_list: product_id = customer_order_item["product_id"] quantity = customer_order_item["quantity"] price_per_item = customer_order_item["price_per_item"] discount_per_item = customer_order_item["discount_per_item"] gross_subtotal = customer_order_item["gross_subtotal"] total_discount = customer_order_item["total_discount"] net_subtotal = customer_order_item["net_subtotal"] order_item_serializer = CustomerOrderItemSerializer(data={'customer_order': new_order.id, 'product': int( product_id), 'quantity': quantity, 'price_per_item': price_per_item, 'discount_per_item': discount_per_item, 'gross_subtotal': gross_subtotal, 'total_discount': total_discount, 'net_subtotal': net_subtotal}) if order_item_serializer.is_valid(): order_item_serializer.save() # persist POP / LPO documents pushed from the CRM (base64) _save_crm_order_document( new_order, "lpo", request.data.get("lpo_document"), request.data.get("lpo_document_name")) _save_crm_order_document( new_order, "pop", request.data.get("pop_document"), request.data.get("pop_document_name")) # Reserve the committed stock in the ERP and broadcast the new # availability back to the CRM (two-way stock sync). try: from warehouse_management.stock_availability import reserve_stock_for_order affected_product_ids = reserve_stock_for_order(new_order, staff_profile) if affected_product_ids: notify_crm_stock(affected_product_ids) except Exception as stock_error: print(stock_error) # notify finance department try: list_of_staff_ids = [] finance_dept = CompanyDepartment.objects.get( department_name="finance_and_accounting") all_finance_staff = StaffProfile.objects.filter( company_department=finance_dept) for finance_staff in all_finance_staff: list_of_staff_ids.append(finance_staff.id) notification_title = f"Customer Order {new_order.customer_order_number}" notification_body = f"A new customer order of number {new_order.customer_order_number} has been created. Approval by finance department is required." create_notifications(notification_title, notification_body, list_of_staff_ids) except Exception: pass # Immediately refresh the responsible staff's performance in the CRM try: notify_crm_staff_performance( account_manager_staff_ids_for_order(new_order)) except Exception as perf_error: print(perf_error) return Response({"message": f"Customer order {new_order.customer_order_number} created successfully", }, status=200) else: print(customer_order_serializer.errors) return Response({"message": "Error creating customer order", }, status=406) else: return Response({"message": "You are unauthorized to perform this action", }, status=401) except Exception as e: print(e) return Response({"message": "Error creating customer order", }, status=500) @api_view(['POST']) def create_stock_reservation_crm(request): """CRM-initiated stock reservation request. Lets sales/marketing staff working in the CRM ask the warehouse team to hold products for them — the same request → warehouse-team-approval flow as the ERP, just callable from the CRM. Creates a PENDING reservation, validates availability, and notifies the warehouse team. """ from datetime import timedelta from django.utils import timezone as tz from warehouse_management.models import ( Inventory, StockReservation, StockReservationInstance, Warehouse, ) from warehouse_management.stock_availability import ( expire_reservations_for_warehouse, get_reserved_qty, ) from warehouse_management.views import _notify_warehouse_team_of_reservation try: company_serial_number = request.data["serial_number"] staff_id = request.data["staff_id"] warehouse_id = request.data.get("warehouse_id", "") reservation_description = request.data.get("reservation_description", "") expiry_days = int(request.data.get("expiry_days", 7) or 7) items = request.data.get("items", []) if isinstance(items, str): items = json.loads(items or "[]") company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) staff_profile = StaffProfile.objects.get(id=int(staff_id)) department_name = ( staff_profile.company_department.department_name if staff_profile.company_department is not None else "" ) if not ((department_name in ("sales", "marketing")) or check_if_system_administrator(staff_profile)): return Response({"message": "You are unauthorized to perform this action"}, status=401) if not items: return Response({"message": "No products selected for reservation"}, status=406) # Resolve the warehouse: explicit if supplied, else the staff branch's first. warehouse = None if warehouse_id: warehouse = Warehouse.objects.filter(id=int(warehouse_id), recycle_bin=False).first() if warehouse is None and staff_profile.company_branch is not None: warehouse = staff_profile.company_branch.branch_warehouses.filter(recycle_bin=False).first() if warehouse is None: return Response({"message": "No warehouse available to reserve from"}, status=406) expire_reservations_for_warehouse(warehouse) # Validate availability up-front so we never create a partial request. for item in items: product = Product.objects.get(id=int(item["product_id"])) requested = float(item["quantity"]) try: inventory = Inventory.objects.get(product=product, warehouse=warehouse) available = max(0.0, float(inventory.quantity) - get_reserved_qty(product, warehouse)) except Inventory.DoesNotExist: return Response({"message": f"No inventory for '{product.product_name}' in {warehouse.warehouse_name}."}, status=406) if requested > available: return Response({ "message": ( f"Insufficient stock for '{product.product_name}'. " f"Available: {available}, Requested: {requested}" ) }, status=406) reservation = StockReservation.objects.create( warehouse=warehouse, reservation_description=( reservation_description or f"CRM reservation request by {staff_profile.first_name} {staff_profile.last_name}"), expiry_date=tz.now() + timedelta(days=expiry_days), requested_by=staff_profile, created_by=staff_profile, last_updated_by=staff_profile, ) for item in items: product = Product.objects.get(id=int(item["product_id"])) StockReservationInstance.objects.create( stock_reservation=reservation, product=product, quantity_requested=str(item["quantity"]), ) try: _notify_warehouse_team_of_reservation( reservation, company_profile, staff_profile, len(items)) except Exception as notify_error: print(notify_error) try: notify_crm_stock([int(i["product_id"]) for i in items]) except Exception: pass return Response({ "message": f"Reservation {reservation.reservation_number} submitted to the warehouse team", "reservation_number": reservation.reservation_number, }, status=200) except Exception as e: print(e) return Response({"message": "Error creating stock reservation"}, status=500) @api_view(['POST']) def get_stock_reservations_crm(request): """Return reservation requests raised by a CRM staff member, with status, so the CRM can show whether the warehouse team has approved/rejected them.""" from warehouse_management.models import StockReservation from warehouse_management.stock_availability import expire_reservations_for_warehouse target_timezone = pytz.timezone('Africa/Nairobi') date_format = '%d/%m/%Y, %H:%M' payload = {} reservation_list = [] try: staff_id = request.data["staff_id"] status_filter = request.data.get("status", "all") staff_profile = StaffProfile.objects.get(id=int(staff_id)) qs = StockReservation.objects.filter( requested_by=staff_profile, recycle_bin=False).order_by("-id") if status_filter and status_filter != "all": qs = qs.filter(status=status_filter) for res in qs[:200]: if res.warehouse is not None: expire_reservations_for_warehouse(res.warehouse) res.refresh_from_db() items = [] for inst in res.reservation_instances.all(): items.append({ "product_id": str(inst.product.id) if inst.product else "", "product_name": inst.product.product_name if inst.product else "", "unit_of_measurement": inst.product.unit_of_measurement if inst.product else "", "quantity_requested": inst.quantity_requested, }) reservation_list.append({ "reservation_id": str(res.id), "reservation_number": res.reservation_number, "reservation_description": res.reservation_description, "status": res.status, "rejection_reason": res.rejection_reason, "warehouse_name": res.warehouse.warehouse_name if res.warehouse else "", "expiry_date": datetime.strftime(res.expiry_date.astimezone(target_timezone), date_format) if res.expiry_date else "", "created_on": datetime.strftime(res.created_on.astimezone(target_timezone), date_format) if res.created_on else "", "items": items, }) payload["reservation_list"] = reservation_list return Response({"message": "true", "payload": payload}, status=200) except Exception as e: print(e) return Response({"message": "false", "payload": payload}, status=500)