from megawatt_agents.models import AgentAccountManager from procurement.models import PurchaseOrder, Supplier from procurement.serializers import productPurchaseInstanceSerializer, purchaseOrderSerializer from system_administration.models import CompanyDepartment from access_control.permissions import user_has_permission from system_administration.serializers import UserSerializer from system_administration.utils import create_folder_if_not_exists, create_notifications, generate_random_string, get_hod_technical_sales_ids, get_price_per_unit_for_customer_type, get_product_discount_per_unit, get_product_vat_per_unit, get_staff_profile_data, send_email_signup from warehouse_management.models import Category, Product from warehouse_management.requisition_helpers import enrich_purchase_requisition_map from warehouse_management.stock_availability import attach_branch_stock_fields, validate_line_items_stock from warehouse_management.serializers import StockRequisitionInstanceSerializer, StockRequisitionSerializer from .models import * from .serializers import * from rest_framework.permissions import IsAuthenticated 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 json from django.http import FileResponse, Http404, JsonResponse from django.contrib.auth import authenticate, login, logout import os import pytz from django.db.models import Q, Prefetch import logging logger = logging.getLogger(__name__) def _empty_account_manager_map(): return {"staff_id": "", "staff_name": ""} def _attach_empty_account_manager(customer_profile_map): customer_profile_map["customer_account_manager"] = _empty_account_manager_map() return customer_profile_map def _paginated_company_customers(company_profile, start_index=0, last_index=0): qs = company_profile.company_customers.filter(recycle_bin=False).order_by("-id") if last_index != 0: return list(qs[start_index:last_index]) return list(qs[start_index:]) def _sum_char_field_values(queryset, field_name): total = 0.0 for val in queryset.values_list(field_name, flat=True): try: total += float(val or 0) except (TypeError, ValueError): continue return round(total, 2) def _sales_quotations_qs(staff_profile): if staff_profile.is_head_of_department: return SalesQuotation.objects.filter(recycle_bin=False) return staff_profile.sales_quotation_created_by.filter(recycle_bin=False) def _customer_orders_qs(staff_profile): if staff_profile.is_head_of_department: return CustomerOrder.objects.filter(recycle_bin=False, agent_profile=None) return staff_profile.customer_offline_order_created_by.filter( recycle_bin=False, agent_profile=None) def _build_sales_pipeline_summary(staff_profile, customer_profiles_list): quotations_qs = _sales_quotations_qs(staff_profile) orders_qs = _customer_orders_qs(staff_profile) draft_quotes_qs = quotations_qs.filter( sales_quotation_approved=False, quotation_price_change_request_active=False, ) negotiation_qs = quotations_qs.filter( sales_quotation_approved=False, quotation_price_change_request_active=True, ) approved_quotes_qs = quotations_qs.filter(sales_quotation_approved=True) cancelled_orders_qs = orders_qs.filter( Q(customer_order_cancelled_by_customer=True) | Q(customer_order_cancelled_by_sales_team=True) ) active_orders_qs = orders_qs.exclude( Q(customer_order_cancelled_by_customer=True) | Q(customer_order_cancelled_by_sales_team=True) ) pending_orders_qs = active_orders_qs.filter(customer_order_approved=False) processing_orders_qs = active_orders_qs.filter( customer_order_approved=True, customer_ordered_delivered_to_destination=False, customer_order_picked_by_customer=False, ) closed_won_qs = active_orders_qs.filter( Q(customer_ordered_delivered_to_destination=True) | Q(customer_order_picked_by_customer=True) ) draft_value = _sum_char_field_values(draft_quotes_qs, "quotation_net_value") negotiation_value = _sum_char_field_values(negotiation_qs, "quotation_net_value") approved_value = _sum_char_field_values(approved_quotes_qs, "quotation_net_value") pending_value = _sum_char_field_values(pending_orders_qs, "customer_order_total_net_value") processing_value = _sum_char_field_values(processing_orders_qs, "customer_order_total_net_value") closed_value = _sum_char_field_values(closed_won_qs, "customer_order_total_net_value") cancelled_value = _sum_char_field_values(cancelled_orders_qs, "customer_order_total_net_value") prospects_count = len(customer_profiles_list) open_deals_count = ( draft_quotes_qs.count() + negotiation_qs.count() + approved_quotes_qs.count() + pending_orders_qs.count() + processing_orders_qs.count() ) total_pipeline_value = round( draft_value + negotiation_value + approved_value + pending_value + processing_value, 2) closed_won_value = closed_value conversion_rate = round( (closed_won_qs.count() / open_deals_count * 100) if open_deals_count else 0, 1) stages = [ { "id": "prospects", "label": "Prospects", "count": prospects_count, "value": 0, "color": "#7367F0", }, { "id": "draft_quotes", "label": "Draft Quotes", "count": draft_quotes_qs.count(), "value": draft_value, "color": "#FF9F43", }, { "id": "negotiation", "label": "Negotiation", "count": negotiation_qs.count(), "value": negotiation_value, "color": "#00CFE8", }, { "id": "approved_quotes", "label": "Approved Quotes", "count": approved_quotes_qs.count(), "value": approved_value, "color": "#808390", }, { "id": "pending_orders", "label": "Pending Orders", "count": pending_orders_qs.count(), "value": pending_value, "color": "#C2185B", }, { "id": "processing", "label": "Fulfillment", "count": processing_orders_qs.count(), "value": processing_value, "color": "#28C76F", }, { "id": "closed_won", "label": "Closed Won", "count": closed_won_qs.count(), "value": closed_value, "color": "#2E7D32", }, { "id": "cancelled", "label": "Cancelled", "count": cancelled_orders_qs.count(), "value": cancelled_value, "color": "#EA5455", }, ] customer_type_counts = {} for customer in customer_profiles_list: ctype = customer.get("customer_type") or "unknown" customer_type_counts[ctype] = customer_type_counts.get(ctype, 0) + 1 customer_types = [ {"customer_type": ctype, "count": count} for ctype, count in sorted(customer_type_counts.items(), key=lambda item: item[1], reverse=True) ] monthly_map = {} for quotation in quotations_qs.order_by("-created_on")[:120]: if quotation.created_on is None: continue month_key = quotation.created_on.strftime("%Y-%m") bucket = monthly_map.setdefault(month_key, {"quotations": 0, "orders": 0, "value": 0.0}) bucket["quotations"] += 1 try: bucket["value"] += float(quotation.quotation_net_value or 0) except (TypeError, ValueError): pass for order in orders_qs.order_by("-created_on")[:120]: if order.created_on is None: continue month_key = order.created_on.strftime("%Y-%m") bucket = monthly_map.setdefault(month_key, {"quotations": 0, "orders": 0, "value": 0.0}) bucket["orders"] += 1 try: bucket["value"] += float(order.customer_order_total_net_value or 0) except (TypeError, ValueError): pass monthly_trend = [] for month_key in sorted(monthly_map.keys())[-6:]: month_data = monthly_map[month_key] monthly_trend.append({ "month": month_key, "label": datetime.strptime(month_key, "%Y-%m").strftime("%b %Y"), "quotations": month_data["quotations"], "orders": month_data["orders"], "value": round(month_data["value"], 2), }) def _stage_for_quotation(quotation): if quotation.quotation_price_change_request_active and not quotation.sales_quotation_approved: return "negotiation" if quotation.sales_quotation_approved: return "approved_quotes" return "draft_quotes" def _stage_for_order(order): if order.customer_order_cancelled_by_customer or order.customer_order_cancelled_by_sales_team: return "cancelled" if order.customer_ordered_delivered_to_destination or order.customer_order_picked_by_customer: return "closed_won" if order.customer_order_approved: return "processing" return "pending_orders" recent_deals = [] for quotation in quotations_qs.select_related("customer_profile").order_by("-created_on")[:12]: customer = quotation.customer_profile customer_name = "" if customer is not None: customer_name = f"{customer.customer_first_name} {customer.customer_last_name}".strip() try: deal_value = float(quotation.quotation_net_value or 0) except (TypeError, ValueError): deal_value = 0.0 recent_deals.append({ "id": str(quotation.id), "type": "quotation", "number": quotation.sales_quotation_number, "customer": customer_name or "—", "value": deal_value, "stage": _stage_for_quotation(quotation), "created_on": quotation.created_on.isoformat() if quotation.created_on else "", }) for order in orders_qs.select_related("customer_profile").order_by("-created_on")[:12]: customer = order.customer_profile customer_name = "" if customer is not None: customer_name = f"{customer.customer_first_name} {customer.customer_last_name}".strip() try: deal_value = float(order.customer_order_total_net_value or 0) except (TypeError, ValueError): deal_value = 0.0 recent_deals.append({ "id": str(order.id), "type": "order", "number": order.customer_order_number, "customer": customer_name or "—", "value": float(order.customer_order_total_net_value or 0), "stage": _stage_for_order(order), "created_on": order.created_on.isoformat() if order.created_on else "", }) recent_deals.sort(key=lambda deal: deal.get("created_on") or "", reverse=True) recent_deals = recent_deals[:10] pipeline_deals_by_stage = {stage["id"]: [] for stage in stages} for quotation in quotations_qs.select_related("customer_profile").order_by("-created_on")[:80]: stage_id = _stage_for_quotation(quotation) if len(pipeline_deals_by_stage.get(stage_id, [])) >= 4: continue customer = quotation.customer_profile customer_name = "" if customer is not None: customer_name = f"{customer.customer_first_name} {customer.customer_last_name}".strip() try: deal_value = float(quotation.quotation_net_value or 0) except (TypeError, ValueError): deal_value = 0.0 pipeline_deals_by_stage.setdefault(stage_id, []).append({ "id": str(quotation.id), "type": "quotation", "number": quotation.sales_quotation_number, "customer": customer_name or "—", "value": deal_value, "stage": stage_id, "created_on": quotation.created_on.isoformat() if quotation.created_on else "", }) for order in orders_qs.select_related("customer_profile").order_by("-created_on")[:80]: stage_id = _stage_for_order(order) if len(pipeline_deals_by_stage.get(stage_id, [])) >= 4: continue customer = order.customer_profile customer_name = "" if customer is not None: customer_name = f"{customer.customer_first_name} {customer.customer_last_name}".strip() try: deal_value = float(order.customer_order_total_net_value or 0) except (TypeError, ValueError): deal_value = 0.0 pipeline_deals_by_stage.setdefault(stage_id, []).append({ "id": str(order.id), "type": "order", "number": order.customer_order_number, "customer": customer_name or "—", "value": deal_value, "stage": stage_id, "created_on": order.created_on.isoformat() if order.created_on else "", }) return { "prospects_count": prospects_count, "total_pipeline_value": total_pipeline_value, "closed_won_value": closed_won_value, "open_deals_count": open_deals_count, "conversion_rate": conversion_rate, "stages": stages, "recent_deals": recent_deals, "monthly_trend": monthly_trend, "customer_types": customer_types, "deals_by_stage": pipeline_deals_by_stage, } @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def sales_dashboard_home(request): # target_timezone = pytz.timezone('Africa/Nairobi') # date_format = '%d/%m/%Y, %H:%M' company_serial_number = request.data.get("serial_number", "") active_user = request.user payload = {} company_profile_map = {} customer_profile_map = {} customer_profiles_list = [] try: if not company_serial_number: return Response({"message": "serial_number is required", "payload": payload}, status=400) try: company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) except CompanyProfile.DoesNotExist: company_profile = CompanyProfile.objects.order_by("id").first() if company_profile is None: return Response({"message": "No company found for this serial number", "payload": payload}, status=404) staff_profile = StaffProfile.objects.get(user=active_user) department_name = staff_profile.company_department.department_name if staff_profile.company_department else "" if user_has_permission(staff_profile, "sales_and_marketing.dashboard.view"): active_staff_profile_data = get_staff_profile_data(active_user) company_profile_map["company_id"] = str(company_profile.id) company_profile_map["company_name"] = company_profile.company_name company_profile_map["company_phone"] = company_profile.company_phone company_profile_map["preferred_currency"] = company_profile.company_preferred_currency company_profile_map["company_postal_address"] = company_profile.company_postal_address all_customer_profiles = [] all_agent_customers = 0 all_agent_profiles = AgentAccountManager.objects.filter( staff_profile=staff_profile).filter(agent_profile__isnull=False, agent_profile__recycle_bin=False) for agent in all_agent_profiles: all_agent_customers += agent.agent_profile.agent_managing_customer_profile.filter( recycle_bin=False).count() all_customer_profiles = list( company_profile.company_customers.filter(recycle_bin=False).order_by("-id") ) for customer in all_customer_profiles: customer_profile_map = {} customer_profile_map["customer_profile_id"] = str( customer.id) customer_profile_map["customer_type"] = str( customer.customer_type) customer_profiles_list.append(customer_profile_map) company_purchase_orders = company_profile.company_purchase_orders.filter( recycle_bin=False).count() all_suppliers = Supplier.objects.filter( recycle_bin=False).count() all_categories = Category.objects.filter( recycle_bin=False).count() all_products = Product.objects.filter( recycle_bin=False).count() all_sale_quotations = SalesQuotation.objects.filter( recycle_bin=False).count() if staff_profile.is_head_of_department == True else staff_profile.sales_quotation_created_by.filter( recycle_bin=False).count() all_customer_orders = CustomerOrder.objects.filter( recycle_bin=False, agent_profile=None).count() if staff_profile.is_head_of_department == True else staff_profile.customer_offline_order_created_by.filter( recycle_bin=False, agent_profile=None).count() all_agent_orders = CustomerOrder.objects.filter( recycle_bin=False, agent_profile__isnull=False).count() if staff_profile.is_head_of_department == True else staff_profile.customer_offline_order_created_by.filter( recycle_bin=False, agent_profile__isnull=False).count() payload["customer_profiles_list"] = customer_profiles_list payload["company_profile"] = company_profile_map payload["company_purchase_orders"] = f'{company_purchase_orders}' payload["all_suppliers"] = f'{all_suppliers}' payload["all_categories"] = f'{all_categories}' payload["all_products"] = f'{all_products}' payload["all_sale_quotations"] = f'{all_sale_quotations}' payload["all_customer_orders"] = f'{all_customer_orders}' payload["all_agent_orders"] = f'{all_agent_orders}' payload["all_agent_profiles"] = f'{all_agent_profiles.count()}' payload["all_agent_customers"] = f'{all_agent_customers}' payload["active_staff_profile_data"] = active_staff_profile_data payload["pipeline"] = _build_sales_pipeline_summary( staff_profile, customer_profiles_list) return Response({"message": "true", "payload": payload}, status=200) else: return Response({"message": "false", "payload": payload}, status=401) except StaffProfile.DoesNotExist: return Response({"message": "Staff profile not found for active user", "payload": payload}, status=404) except Exception as e: logger.exception("sales_dashboard_home failed") return Response({"message": "false", "payload": payload}, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def sales_customer_search(request): target_timezone = pytz.timezone('Africa/Nairobi') date_format = '%d/%m/%Y, %H:%M' company_serial_number = request.data["serial_number"] search_term = request.data["search_term"] active_user = request.user payload = {} creator_map = {} customer_profile_map = {} customer_profiles_list = [] try: staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) # if staff_profile.company_department.department_name == "sales" and company_profile: all_customer_profiles = company_profile.company_customers.filter(Q(customer_first_name__icontains=search_term) | Q(customer_last_name__icontains=search_term) | Q(company_name__icontains=search_term) | Q(phone_number__icontains=search_term), recycle_bin=False).order_by( "-id") for customer_profile in all_customer_profiles: customer_profile_map = {} customer_shipping_address_list = [] customer_documents = customer_profile.customer_documents.all().order_by("-id") kra_pin_certificate_path = "" certificate_of_registration_path = "" if customer_documents is not None: for customer_doc in customer_documents: if customer_doc.document_type == "pin_certificate": kra_pin_certificate_path = customer_doc.saved_document_path break for customer_doc in customer_documents: if customer_doc.document_type == "certificate_of_registration": certificate_of_registration_path = customer_doc.saved_document_path break 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["kra_pin_certificate_path"] = kra_pin_certificate_path customer_profile_map["certificate_of_registration_number"] = customer_profile.certificate_of_registration_number customer_profile_map["certificate_of_registration_path"] = certificate_of_registration_path 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 "" _attach_empty_account_manager(customer_profile_map) customer_profiles_list.append(customer_profile_map) payload["customer_profiles_list"] = customer_profiles_list return Response({"message": "true", "payload": payload}, status=200) # else: # return Response({"message": "false", "payload": payload}, status=401) except: return Response({"message": "false", "payload": payload}, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def sales_customer_profiles(request): target_timezone = pytz.timezone('Africa/Nairobi') date_format = '%d/%m/%Y, %H:%M' company_serial_number = request.data["serial_number"] page_index = request.data.get("pageIndex", "1") active_user = request.user payload = {} creator_map = {} customer_profile_map = {} customer_profiles_list = [] start_index = 0 last_index = 0 try: if page_index == "1": start_index = 0 last_index = 20 elif page_index == "2": start_index = 20 last_index = 40 elif page_index == "3": start_index = 40 last_index = 60 elif page_index == "4": start_index = 60 last_index = 80 else: start_index = 80 last_index = 0 staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) if user_has_permission(staff_profile, "sales_and_marketing.customer.view"): all_customer_profiles = [] all_customer_profiles = _paginated_company_customers(company_profile, start_index, last_index) for customer_profile in all_customer_profiles: customer_profile_map = {} customer_shipping_address_list = [] customer_documents = customer_profile.customer_documents.all().order_by("-id") kra_pin_certificate_path = "" certificate_of_registration_path = "" if customer_documents is not None: for customer_doc in customer_documents: if customer_doc.document_type == "pin_certificate": kra_pin_certificate_path = customer_doc.saved_document_path break for customer_doc in customer_documents: if customer_doc.document_type == "certificate_of_registration": certificate_of_registration_path = customer_doc.saved_document_path break 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["kra_pin_certificate_path"] = kra_pin_certificate_path customer_profile_map["certificate_of_registration_number"] = customer_profile.certificate_of_registration_number customer_profile_map["certificate_of_registration_path"] = certificate_of_registration_path 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 "" _attach_empty_account_manager(customer_profile_map) customer_profiles_list.append(customer_profile_map) payload["customer_profiles_list"] = customer_profiles_list return Response({"message": "true", "payload": payload}, status=200) else: return Response({"message": "false", "payload": payload}, status=401) except: return Response({"message": "false", "payload": payload}, status=500) def _sales_product_pricing_map(product): try: product_pricing = product.product_pricing except ProductPricing.DoesNotExist: product_pricing = None if product_pricing is None: return { "product_pricing_id": "", "product_net_price": "", "product_net_price_technician": "", "product_net_price_reseller": "", "product_net_price_financier": "", "product_net_price_engineering_procurement_contractor": "", "product_net_price_hydraulic_engineers": "", } return { "product_pricing_id": str(product_pricing.id), "product_net_price": product_pricing.product_net_price, "product_net_price_technician": product_pricing.product_net_price_technician, "product_net_price_reseller": product_pricing.product_net_price_reseller, "product_net_price_financier": product_pricing.product_net_price_financier, "product_net_price_engineering_procurement_contractor": product_pricing.product_net_price_engineering_procurement_contractor, "product_net_price_hydraulic_engineers": product_pricing.product_net_price_hydraulic_engineers, } def _sales_product_discount_map(product): try: product_discount = product.product_discount except ProductDiscount.DoesNotExist: product_discount = None if product_discount is None: return { "product_discount_id": "", "discount_type": "", "discount_value": "", } return { "product_discount_id": str(product_discount.id), "discount_type": product_discount.discount_type, "discount_value": product_discount.discount_value, } def _sales_product_vat_map(product): try: product_vat = product.product_vat except ProductVAT.DoesNotExist: product_vat = None if product_vat is None: return { "product_vat_id": "", "vat_percentage_value": "", } return { "product_vat_id": str(product_vat.id), "vat_percentage_value": product_vat.vat_percentage_value, } def _sales_product_map(product, company_branch=None): product_map = { "product_id": str(product.id), "product_name": product.product_name, "stock_keeping_unit": product.stock_keeping_unit, "unit_of_measurement": product.unit_of_measurement, "product_description": product.product_description, "product_image_catalogues_list": [], "product_features_catalogues_list": [], "product_components_list": [ { "product_component_id": str(component.id), "component_name": component.component_name, "component_quantity": component.component_quantity, } for component in product.product_components.all() ], "product_brands_list": [ { "product_brand_id": str(brand.id), "product_brand_name": brand.product_brand_name, "product_brand_description": brand.product_brand_description, } for brand in product.product_brands.all() ], "product_pricing_map": _sales_product_pricing_map(product), "product_discount_map": _sales_product_discount_map(product), "product_vat_map": _sales_product_vat_map(product), } if company_branch is not None: attach_branch_stock_fields(product_map, product, company_branch) return product_map @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def sales_products(request): company_serial_number = request.data["serial_number"] active_user = request.user payload = {} try: staff_profile = StaffProfile.objects.get(user=active_user) department_name = staff_profile.company_department.department_name if staff_profile.company_department else "" company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) if user_has_permission(staff_profile, "sales_and_marketing.product_catalog.view"): product_qs = Product.objects.filter( recycle_bin=False, ).order_by("-id").select_related( "product_pricing", "product_discount", "product_vat", ).prefetch_related( "product_components", "product_brands", ) all_categories = Category.objects.filter( recycle_bin=False, ).prefetch_related( Prefetch("category_products", queryset=product_qs), ).order_by("-id") category_list = [] company_branch = staff_profile.company_branch for category in all_categories: category_list.append({ "category_id": str(category.id), "category_name": category.category_name, "category_description": category.category_description, "product_list": [ _sales_product_map(product, company_branch) for product in category.category_products.all() ], }) payload["category_list"] = category_list payload["customer_orders_list"] = [] return Response({"message": "true", "payload": payload}, status=200) else: return Response({"message": "false", "payload": payload}, status=401) except Exception as e: print(e) return Response({"message": "false", "payload": payload}, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def sales_quotations(request): target_timezone = pytz.timezone('Africa/Nairobi') date_format = '%d/%m/%Y, %H:%M' company_serial_number = request.data["serial_number"] active_user = request.user payload = {} creator_map = {} sales_quotation_map = {} sales_quotation_list = [] pending_price_request_change_sales_quotation_list = [] page_index = request.data.get("pageIndex", "1") start_index = 0 last_index = 0 try: if page_index == "1": start_index = 0 last_index = 20 elif page_index == "2": start_index = 20 last_index = 40 elif page_index == "3": start_index = 40 last_index = 60 elif page_index == "4": start_index = 60 last_index = 80 else: start_index = 80 last_index = 0 staff_profile = StaffProfile.objects.get(user=active_user) department_name = staff_profile.company_department.department_name if staff_profile.company_department else "" company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) staff_branch = staff_profile.company_branch if user_has_permission(staff_profile, "sales_and_marketing.quotation.view"): if staff_profile.is_head_of_department == True and (department_name == "sales"): quotations_qs = SalesQuotation.objects.filter(recycle_bin=False).order_by("-id") elif staff_branch is not None: quotations_qs = staff_branch.branch_sale_quotations.filter( recycle_bin=False, created_by=staff_profile).order_by("-id") else: quotations_qs = SalesQuotation.objects.filter( recycle_bin=False, created_by=staff_profile).order_by("-id") branch_sale_quotations = quotations_qs[start_index:last_index] if last_index != 0 else quotations_qs[start_index:] for sale_quotation in branch_sale_quotations: sales_quotation_map = {} sales_quotation_items_list = [] sales_quotation_map["sale_quotation_id"] = str( sale_quotation.id) sales_quotation_map["sales_quotation_number"] = sale_quotation.sales_quotation_number sales_quotation_map["origin"] = sale_quotation.origin sales_quotation_map["crm_quote_uuid"] = sale_quotation.crm_quote_uuid or "" sales_quotation_map["synced_to_crm"] = "true" if sale_quotation.synced_to_crm else "false" sales_quotation_map["has_converted_order"] = "true" if sale_quotation.converted_customer_orders.filter(recycle_bin=False).exists() else "false" sales_quotation_map["quotation_net_value"] = sale_quotation.quotation_net_value sales_quotation_map["sales_quotation_approved"] = "true" if sale_quotation.sales_quotation_approved == True else "false" creator_map = {} creator_map["staff_id"] = str( sale_quotation.created_by.id) if sale_quotation.created_by is not None else "" creator_map["staff_name"] = f'{sale_quotation.created_by.first_name} {sale_quotation.created_by.last_name}' if sale_quotation.created_by is not None else "" creator_map["staff_position"] = sale_quotation.created_by.staff_position.position_title if (sale_quotation.created_by is not None and sale_quotation.created_by.staff_position is not None) else "" sales_quotation_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( sale_quotation.last_updated_by.id) if sale_quotation.last_updated_by is not None else "" creator_map["staff_name"] = f'{sale_quotation.last_updated_by.first_name} {sale_quotation.last_updated_by.last_name}' if sale_quotation.last_updated_by is not None else "" creator_map["staff_position"] = sale_quotation.last_updated_by.staff_position.position_title if (sale_quotation.last_updated_by is not None and sale_quotation.last_updated_by.staff_position is not None) else "" sales_quotation_map["last_updated_by"] = creator_map sales_quotation_map["created_on"] = datetime.strftime( sale_quotation.created_on.astimezone(target_timezone), date_format) if sale_quotation.created_on is not None else "" sales_quotation_map["last_updated_on"] = datetime.strftime( sale_quotation.last_updated_on.astimezone(target_timezone), date_format) if sale_quotation.last_updated_on is not None else "" # quotation_price_change_request_active try: sales_quotation_map["quotation_price_change_request_active"] = "true" if sale_quotation.quotation_price_change_request_active == True else "false" except: sales_quotation_map["quotation_price_change_request_active"] = "false" # attach customer customer_profile = sale_quotation.customer_profile customer_profile_map = {} customer_profile_map["customer_profile_id"] = str( customer_profile.id) if customer_profile is not None else "" customer_profile_map["customer_first_name"] = customer_profile.customer_first_name if customer_profile is not None else "" customer_profile_map["customer_last_name"] = customer_profile.customer_last_name if customer_profile is not None else "" customer_profile_map["email_address"] = customer_profile.email_address if customer_profile is not None else "" customer_profile_map["phone_number"] = customer_profile.phone_number if customer_profile is not None else "" customer_profile_map["customer_title"] = customer_profile.customer_title if customer_profile is not None else "" customer_profile_map["company_name"] = customer_profile.company_name if customer_profile is not None else "" customer_profile_map["customer_type"] = customer_profile.customer_type if customer_profile is not None else "" customer_profile_map["kra_pin"] = customer_profile.kra_pin if customer_profile is not None else "" customer_profile_map["certificate_of_registration_number"] = customer_profile.certificate_of_registration_number if customer_profile is not None else "" sales_quotation_map["customer"] = customer_profile_map customer_profile_map = {} # end sales_quotation_items = sale_quotation.sales_quotation_items.all().order_by("-id") for sale_quotation_item in sales_quotation_items: sales_quotation_item_map = {} sales_quotation_item_map["sale_quotation_item_id"] = str( sale_quotation_item.id) sales_quotation_item_map["product_id"] = str( sale_quotation_item.product.id) if sale_quotation_item.product is not None else "" sales_quotation_item_map["product_name"] = str( sale_quotation_item.product.product_name) if sale_quotation_item.product is not None else "" sales_quotation_item_map["quantity"] = sale_quotation_item.quantity sales_quotation_item_map["price_per_item"] = sale_quotation_item.price_per_item sales_quotation_item_map["discount_per_item"] = sale_quotation_item.discount_per_item sales_quotation_item_map["gross_subtotal"] = sale_quotation_item.gross_subtotal sales_quotation_item_map["total_discount"] = sale_quotation_item.total_discount try: vat_percentage_value = float(sale_quotation_item.product.product_vat.vat_percentage_value) if (sale_quotation_item.product is not None and sale_quotation_item.product.product_vat is not None) else 0.0 except Exception: vat_percentage_value = 0.0 sales_quotation_item_map["vat_per_item"] = f"{(vat_percentage_value / 100) * float(sale_quotation_item.price_per_item)}" sales_quotation_item_map["net_subtotal"] = sale_quotation_item.net_subtotal sales_quotation_item_map["request_price_change"] = "true" if sale_quotation_item.request_price_change == True else "false" sales_quotation_item_map["requested_new_price_after_discount"] = sale_quotation_item.requested_new_price_after_discount sales_quotation_items_list.append( sales_quotation_item_map) sales_quotation_map["sales_quotation_items_list"] = sales_quotation_items_list if sale_quotation.quotation_price_change_request_active == True: pending_price_request_change_sales_quotation_list.append( sales_quotation_map) else: sales_quotation_list.append(sales_quotation_map) payload["pending_price_request_change_sales_quotation_list"] = pending_price_request_change_sales_quotation_list payload["sale_quotations_list"] = sales_quotation_list return Response({"message": "true", "payload": payload}, status=200) else: return Response({"message": "false", "payload": payload}, status=401) except Exception as e: print(e) return Response({"message": "false", "payload": payload}, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def customer_orders(request): target_timezone = pytz.timezone('Africa/Nairobi') date_format = '%d/%m/%Y, %H:%M' company_serial_number = request.data["serial_number"] page_index = request.data.get("pageIndex", "1") active_user = request.user payload = {} creator_map = {} customer_order_map = {} customer_orders_list = [] customer_order_item_map = {} customer_order_items_list = [] sales_order_map = {} # sales_orders_list = [] sales_order_item_map = {} sales_order_items_list = [] start_index = 0 last_index = 0 try: if page_index == "1": start_index = 0 last_index = 20 elif page_index == "2": start_index = 20 last_index = 40 elif page_index == "3": start_index = 40 last_index = 60 elif page_index == "4": start_index = 60 last_index = 80 else: start_index = 80 last_index = 0 staff_profile = StaffProfile.objects.get(user=active_user) department_name = staff_profile.company_department.department_name if staff_profile.company_department else "" company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) staff_branch = staff_profile.company_branch if user_has_permission(staff_profile, "sales_and_marketing.customer_order.view"): if staff_profile.is_head_of_department == True and department_name == "marketing": customer_orders_qs = CustomerOrder.objects.filter( recycle_bin=False, agent_profile=None).order_by("-id") elif staff_branch is not None: customer_orders_qs = staff_branch.branch_customer_orders.filter( recycle_bin=False, created_by=staff_profile, agent_profile=None).order_by("-id") else: customer_orders_qs = CustomerOrder.objects.filter( recycle_bin=False, created_by=staff_profile, agent_profile=None).order_by("-id") branch_customer_orders = customer_orders_qs[start_index:last_index] if last_index != 0 else customer_orders_qs[start_index:] for customer_order in branch_customer_orders: customer_order_map = {} customer_order_items_list = [] order_items_return_list = [] customer_order_payments_list = [] customer_order_map["customer_profile_id"] = str( customer_order.customer_profile.id) if customer_order.customer_profile is not None else "" customer_order_map["customer_order_id"] = str( customer_order.id) customer_order_map["customer_order_number"] = customer_order.customer_order_number customer_order_map["origin"] = customer_order.origin customer_order_map["source_quotation_number"] = ( customer_order.source_quotation.sales_quotation_number if customer_order.source_quotation_id else "" ) customer_order_map["crm_quote_ref"] = ( customer_order.customer_order_description if customer_order.origin == "crm" else "" ) customer_order_map["customer_order_type"] = customer_order.customer_order_type customer_order_map["customer_order_description"] = customer_order.customer_order_description customer_order_map["customer_order_total_gross_value"] = customer_order.customer_order_total_gross_value customer_order_map["customer_order_total_discount"] = customer_order.customer_order_total_discount customer_order_map["customer_order_total_net_value"] = customer_order.customer_order_total_net_value customer_order_map["customer_order_approved"] = "true" if customer_order.customer_order_approved == True else "false" customer_order_map["customer_order_fulfilled_for_transit"] = "true" if customer_order.customer_order_fulfilled_for_transit == True else "false" customer_order_map["customer_ordered_delivered_to_destination"] = "true" if customer_order.customer_ordered_delivered_to_destination == True else "false" customer_order_map["customer_order_picked_by_customer"] = "true" if customer_order.customer_order_picked_by_customer == True else "false" customer_order_map["customer_order_cancelled_by_customer"] = "true" if customer_order.customer_order_cancelled_by_customer == True else "false" customer_order_map["customer_order_cancelled_by_sales_team"] = "true" if customer_order.customer_order_cancelled_by_sales_team == True else "false" customer_order_map["customer_order_total_amount_paid"] = customer_order.customer_order_total_amount_paid customer_order_map["expected_delivery_date"] = datetime.strftime( customer_order.expected_delivery_date, '%d/%m/%Y') if customer_order.expected_delivery_date is not None else "" creator_map = {} creator_map["staff_id"] = str( customer_order.sales_person.id) if customer_order.sales_person is not None else "" creator_map["staff_name"] = f'{customer_order.sales_person.first_name} {customer_order.sales_person.last_name}' if customer_order.sales_person is not None else "" creator_map["staff_position"] = customer_order.sales_person.staff_position.position_title if (customer_order.sales_person is not None and customer_order.sales_person.staff_position is not None) else "" customer_order_map["sales_person"] = creator_map creator_map = {} creator_map["staff_id"] = str( customer_order.created_by.id) if customer_order.created_by is not None else "" creator_map["staff_name"] = f'{customer_order.created_by.first_name} {customer_order.created_by.last_name}' if customer_order.created_by is not None else "" creator_map["staff_position"] = customer_order.created_by.staff_position.position_title if (customer_order.created_by is not None and customer_order.created_by.staff_position is not None) else "" customer_order_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( customer_order.last_updated_by.id) if customer_order.last_updated_by is not None else "" creator_map["staff_name"] = f'{customer_order.last_updated_by.first_name} {customer_order.last_updated_by.last_name}' if customer_order.last_updated_by is not None else "" creator_map["staff_position"] = customer_order.last_updated_by.staff_position.position_title if (customer_order.last_updated_by is not None and customer_order.last_updated_by.staff_position is not None) else "" customer_order_map["last_updated_by"] = creator_map customer_map = {} customer_map["customer_profile_id"] = str( customer_order.customer_profile.id) if customer_order.customer_profile is not None else "" customer_map["customer_name"] = f"{customer_order.customer_profile.customer_first_name} {customer_order.customer_profile.customer_last_name}" if customer_order.customer_profile is not None else "" customer_map["company_name"] = customer_order.customer_profile.company_name if customer_order.customer_profile is not None else "" customer_map["customer_type"] = customer_order.customer_profile.customer_type if customer_order.customer_profile is not None else "" customer_map["email_address"] = customer_order.customer_profile.email_address if customer_order.customer_profile is not None else "" customer_map["phone_number"] = customer_order.customer_profile.phone_number if customer_order.customer_profile is not None else "" customer_order_map["customer_map"] = customer_map customer_order_map["created_on"] = datetime.strftime( customer_order.created_on.astimezone(target_timezone), date_format) if customer_order.created_on is not None else "" customer_order_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 "" customer_order_items = customer_order.customer_order_items.all().order_by("-id") for customer_order_item in customer_order_items: customer_order_item_map = {} customer_order_item_map["customer_order_item_id"] = str( customer_order_item.id) customer_order_item_map["product_id"] = str( customer_order_item.product.id) if customer_order_item.product is not None else "" customer_order_item_map["product_name"] = customer_order_item.product.product_name if customer_order_item.product is not None else "" customer_order_item_map["quantity"] = customer_order_item.quantity customer_order_item_map["price_per_item"] = customer_order_item.price_per_item customer_order_item_map["discount_per_item"] = customer_order_item.discount_per_item customer_order_item_map["gross_subtotal"] = customer_order_item.gross_subtotal customer_order_item_map["total_discount"] = customer_order_item.total_discount customer_order_item_map["net_subtotal"] = customer_order_item.net_subtotal customer_order_item_map["sales_item_order_fulfilled"] = "true" if customer_order_item.sales_item_order_fulfilled == True else "false" customer_order_items_list.append( customer_order_item_map) customer_order_map["customer_order_items_list"] = customer_order_items_list # attach sales order to customer_order try: sales_order = SalesOrder.objects.get( customer_order=customer_order) sales_order_map = {} sales_order_items_list = [] sales_order_map["sales_order_id"] = str( sales_order.id) sales_order_map["sales_order_number"] = sales_order.sales_order_number sales_order_map["sale_outlet_id"] = str( sales_order.sale_outlet.id) if sales_order.sale_outlet is not None else "" sales_order_map["sale_outlet_name"] = sales_order.sale_outlet.sale_outlet_name if sales_order.sale_outlet is not None else "" sales_order_map["warehouse_id"] = str( sales_order.warehouse.id) if sales_order.warehouse is not None else "" sales_order_map["warehouse_name"] = sales_order.warehouse.warehouse_name if sales_order.warehouse is not None else "" sales_order_map["sales_order_description"] = sales_order.sales_order_description sales_order_map["sales_order_approved"] = "true" if sales_order.sales_order_approved == True else "false" sales_order_map["sales_order_fulfilled"] = "true" if sales_order.sales_order_fulfilled == True else "false" creator_map = {} creator_map["staff_id"] = str( sales_order.created_by.id) if sales_order.created_by is not None else "" creator_map["staff_name"] = f'{sales_order.created_by.first_name} {sales_order.created_by.last_name}' if sales_order.created_by is not None else "" creator_map["staff_position"] = sales_order.created_by.staff_position.position_title if (sales_order.created_by is not None and sales_order.created_by.staff_position is not None) else "" sales_order_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( sales_order.last_updated_by.id) if sales_order.last_updated_by is not None else "" creator_map["staff_name"] = f'{sales_order.last_updated_by.first_name} {sales_order.last_updated_by.last_name}' if sales_order.last_updated_by is not None else "" creator_map["staff_position"] = sales_order.last_updated_by.staff_position.position_title if (sales_order.last_updated_by is not None and sales_order.last_updated_by.staff_position is not None) else "" sales_order_map["last_updated_by"] = creator_map sales_order_map["created_on"] = datetime.strftime( sales_order.created_on.astimezone(target_timezone), date_format) if sales_order.created_on is not None else "" sales_order_map["last_updated_on"] = datetime.strftime( sales_order.last_updated_on.astimezone(target_timezone), date_format) if sales_order.last_updated_on is not None else "" # attach sales order items sales_order_sales_items = sales_order.sales_order_sales_items.all().order_by("-id") for sales_order_item in sales_order_sales_items: sales_order_item_map = {} sales_order_item_map["sales_order_item_id"] = str( sales_order_item.id) sales_order_item_map["product_id"] = str( sales_order_item.product.id) if sales_order_item.product is not None else "" sales_order_item_map["product_name"] = sales_order_item.product.product_name if sales_order_item.product is not None else "" sales_order_item_map["quantity"] = sales_order_item.quantity sales_order_item_map["sales_item_order_fulfilled"] = "true" if sales_order_item.sales_item_order_fulfilled == True else "false" sales_order_items_list.append( sales_order_item_map) sales_order_map["sales_order_items_list"] = sales_order_items_list customer_order_map["sales_order_map"] = sales_order_map # print(customer_order_map["sales_order_map"]) # print("running") except Exception as e: # print(e) sales_order_map = {} sales_order_map["sales_order_id"] = "" sales_order_map["sales_order_number"] = "" sales_order_map["sale_outlet_id"] = "" sales_order_map["sale_outlet_name"] = "" sales_order_map["warehouse_id"] = "" sales_order_map["warehouse_name"] = "" sales_order_map["sales_order_description"] = "" sales_order_map["sales_order_approved"] = "" sales_order_map["sales_order_fulfilled"] = "" creator_map = {} creator_map["staff_id"] = "" creator_map["staff_name"] = "" creator_map["staff_position"] = "" sales_order_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = "" creator_map["staff_name"] = "" creator_map["staff_position"] = "" sales_order_map["last_updated_by"] = creator_map sales_order_map["created_on"] = "" sales_order_map["last_updated_on"] = "" sales_order_map["sales_order_items_list"] = [] customer_order_map["sales_order_map"] = sales_order_map # attach order item returns customer_order_items_return = customer_order.customer_order_items_return.all().order_by("-id") for order_item_return in customer_order_items_return: if order_item_return.recycle_bin != True: order_item_return_map = {} return_items_list = [] order_item_return_map["order_item_return_id"] = str( order_item_return.id) order_item_return_map["refund_requested"] = "true" if order_item_return.refund_requested == True else "false" order_item_return_map["date_of_return"] = order_item_return.date_of_return if order_item_return.date_of_return is not None else "" order_item_return_map["created_on"] = datetime.strftime( order_item_return.created_on.astimezone(target_timezone), date_format) if order_item_return.created_on is not None else "" order_item_return_map["last_updated_on"] = datetime.strftime( order_item_return.last_updated_on.astimezone(target_timezone), date_format) if order_item_return.last_updated_on is not None else "" order_items_return = order_item_return.order_items_return for item_return in order_items_return: return_item_map = {} return_item_map["item_return_id"] = str( item_return.id) return_item_map["customer_order_item_id"] = str( item_return.ordered_item_returned.id) if item_return.ordered_item_returned is not None else "" return_item_map["reason_for_return"] = item_return.reason_for_return return_items_list.append( return_item_map) order_item_return_map["return_items_list"] = return_items_list order_items_return_list.append( order_item_return_map) customer_order_map["order_items_return_list"] = order_items_return_list # attach customer order payments customer_order_payments = customer_order.customer_order_payments.all().order_by("-id") for order_payment in customer_order_payments: if order_payment.recycle_bin != True: customer_order_payment_map = {} refunds_list = [] customer_order_payment_map["customer_order_payment_id"] = str( order_payment.id) customer_order_payment_map["payment_number"] = order_payment.payment_number customer_order_payment_map["payment_amount"] = order_payment.payment_amount customer_order_payment_map["payment_method"] = order_payment.payment_method customer_order_payment_map["payer_account_number"] = order_payment.payer_account_number customer_order_payment_map["account_paid_to"] = order_payment.account_paid_to.account_number customer_order_payment_map["currency"] = order_payment.account_paid_to.account_currency creator_map = {} creator_map["staff_id"] = str( order_payment.created_by.id) if order_payment.created_by is not None else "" creator_map["staff_name"] = f'{order_payment.created_by.first_name} {order_payment.created_by.last_name}' if order_payment.created_by is not None else "" creator_map["staff_position"] = order_payment.created_by.staff_position.position_title if order_payment.created_by.staff_position is not None else "" customer_order_payment_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( order_payment.last_updated_by.id) if order_payment.last_updated_by is not None else "" creator_map["staff_name"] = f'{order_payment.last_updated_by.first_name} {order_payment.last_updated_by.last_name}' if order_payment.last_updated_by is not None else "" creator_map["staff_position"] = order_payment.last_updated_by.staff_position.position_title if order_payment.last_updated_by.staff_position is not None else "" customer_order_payment_map["last_updated_by"] = creator_map customer_order_payment_map["created_on"] = datetime.strftime( order_payment.created_on.astimezone(target_timezone), date_format) if order_payment.created_on is not None else "" customer_order_payment_map["last_updated_on"] = datetime.strftime( order_payment.last_updated_on.astimezone(target_timezone), date_format) if order_payment.last_updated_on is not None else "" # attach refunds payment_refunds = order_payment.payment_refunds.all().order_by("-id") for refund in payment_refunds: if refund.recycle_bin != True: refund_map = {} refund_map["refund_id"] = str( refund.id) refund_map["order_item_return_id"] = str( refund.order_item_return.id) if refund.order_item_return is not None else "" refund_map["refund_amount"] = refund.refund_amount refund_map["refund_approved"] = "true" if refund.refund_approved == True else "false" refund_map["refund_fullfilled"] = "true" if refund.refund_fullfilled == True else "false" creator_map = {} creator_map["staff_id"] = str( refund.created_by.id) if refund.created_by is not None else "" creator_map["staff_name"] = f'{refund.created_by.first_name} {refund.created_by.last_name}' if refund.created_by is not None else "" creator_map["staff_position"] = refund.created_by.staff_position.position_title if refund.created_by.staff_position is not None else "" refund_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( refund.last_updated_by.id) if refund.last_updated_by is not None else "" creator_map["staff_name"] = f'{refund.last_updated_by.first_name} {refund.last_updated_by.last_name}' if refund.last_updated_by is not None else "" creator_map["staff_position"] = refund.last_updated_by.staff_position.position_title if refund.last_updated_by.staff_position is not None else "" refund_map["last_updated_by"] = creator_map refund_map["created_on"] = datetime.strftime( refund.created_on.astimezone(target_timezone), date_format) if refund.created_on is not None else "" refund_map["last_updated_on"] = datetime.strftime( refund.last_updated_on.astimezone(target_timezone), date_format) if refund.last_updated_on is not None else "" refunds_list.append(refund_map) customer_order_payment_map["refunds_list"] = refunds_list customer_order_payments_list.append( customer_order_payment_map) customer_order_map["customer_order_payments_list"] = customer_order_payments_list customer_orders_list.append(customer_order_map) payload["customer_orders_list"] = customer_orders_list return Response({"message": "true", "payload": payload}, status=200) else: return Response({"message": "false", "payload": payload}, status=401) except: return Response({"message": "false", "payload": payload}, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def supply_and_purchasing(request): target_timezone = pytz.timezone('Africa/Nairobi') date_format = '%d/%m/%Y, %H:%M' company_serial_number = request.data["serial_number"] active_user = request.user payload = {} creator_map = {} supplier_list = [] landed_costs_list = [] purchase_order_list = [] purchase_order_product_instances_list = [] category_list = [] try: staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) staff_branch = staff_profile.company_branch if user_has_permission(staff_profile, "sales_and_marketing.purchase_order_sales.view"): all_suppliers = Supplier.objects.filter( recycle_bin=False,).order_by("-id") all_landed_costs = LandedCost.objects.filter( recycle_bin=False, company_profile=company_profile).order_by("-id") company_purchase_orders = company_profile.company_purchase_orders.filter( recycle_bin=False).order_by("-id") all_branch_warehouses = staff_branch.branch_warehouses.filter( recycle_bin=False,).order_by("-id") all_categories = Category.objects.all().order_by("-id") for category in all_categories: if category.recycle_bin != True and category.category_name != "TRANSPORT FEE": category_map = {} product_list = [] category_map["category_id"] = str(category.id) category_map["category_name"] = category.category_name category_products = category.category_products.all().order_by("-id") for product in category_products: if product.recycle_bin != True: product_map = {} product_map["product_id"] = str(product.id) product_map["product_name"] = product.product_name product_map["unit_of_measurement"] = product.unit_of_measurement product_list.append(product_map) category_map["product_list"] = product_list category_list.append(category_map) # add suppliers for supplier in all_suppliers: supplier_map = {} supplied_products_list = [] supplier_map["supplier_id"] = str(supplier.id) supplier_map["preferred_currency"] = company_profile.company_preferred_currency supplier_map["supplier_name"] = supplier.supplier_name supplier_map["supplier_phone"] = supplier.supplier_phone supplier_map["supplier_email"] = supplier.supplier_email supplier_map["supplier_address"] = supplier.supplier_address supplier_map["supplier_description"] = supplier.supplier_description creator_map = {} creator_map["staff_id"] = str( supplier.created_by.id) if supplier.created_by is not None else "" creator_map["staff_name"] = f'{supplier.created_by.first_name} {supplier.created_by.last_name}' if supplier.created_by is not None else "" creator_map["staff_position"] = supplier.created_by.staff_position.position_title if supplier.created_by is not None else "" supplier_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( supplier.last_updated_by.id) if supplier.last_updated_by is not None else "" creator_map["staff_name"] = f'{supplier.last_updated_by.first_name} {supplier.last_updated_by.last_name}' if supplier.last_updated_by is not None else "" creator_map["staff_position"] = supplier.last_updated_by.staff_position.position_title if supplier.last_updated_by is not None else "" supplier_map["last_updated_by"] = creator_map supplier_map["created_on"] = datetime.strftime( supplier.created_on.astimezone(target_timezone), date_format) if supplier.created_on is not None else "" supplier_map["last_updated_on"] = datetime.strftime( supplier.last_updated_on.astimezone(target_timezone), date_format) if supplier.last_updated_on is not None else "" # supplied products supplied_products = supplier.supplied_products.all() for supplied_product in supplied_products: supplied_product_map = {} supplied_product_map["product_id"] = str( supplied_product.id) supplied_product_map["product_name"] = supplied_product.product_name supplied_products_list.append(supplied_product_map) supplier_map["supplied_products_list"] = supplied_products_list # supllier payment details supplier_payment_details = supplier.supplier_payment_details.all().order_by("-id") supplier_payment_details_list = [] for supplier_payment_detail in supplier_payment_details: supplier_payment_detail_map = {} supplier_payment_detail_map["supplier_payment_detail_id"] = str( supplier_payment_detail.id) supplier_payment_detail_map["bank_institution_name"] = supplier_payment_detail.banking_institution_name supplier_payment_detail_map["bank_account_name"] = supplier_payment_detail.bank_account_name supplier_payment_detail_map["bank_account_number"] = supplier_payment_detail.bank_account_number supplier_payment_detail_map["bank_branch_name"] = supplier_payment_detail.bank_branch_name supplier_payment_detail_map["bank_branch_code"] = supplier_payment_detail.bank_branch_code supplier_payment_detail_map["bank_swift_code"] = supplier_payment_detail.bank_swift_code supplier_payment_detail_map["created_on"] = datetime.strftime( supplier_payment_detail.created_on.astimezone(target_timezone), date_format) if supplier_payment_detail.created_on is not None else "" supplier_payment_detail_map["last_updated_on"] = datetime.strftime( supplier_payment_detail.last_updated_on.astimezone(target_timezone), date_format) if supplier_payment_detail.last_updated_on is not None else "" supplier_payment_details_list.append( supplier_payment_detail_map) supplier_map["supplier_payment_details_list"] = supplier_payment_details_list supplier_product_purchase_instances = supplier.supplier_product_purchase_instances.all().order_by("-id") supplied_product_history_list = [] for supplied_product in supplier_product_purchase_instances: if supplied_product.recycle_bin != True: supplied_product_map = {} supplied_product_map["purchase_order_number"] = supplied_product.purchase_order.purchase_order_number if supplied_product.purchase_order is not None else "" # try: # supplied_product_map["purchase_requisition_number"] = supplied_product.purchase_requisition_instance.purchase_requisition.purchase_requisition_number # except: # supplied_product_map["purchase_requisition_number"] = "Deleted" supplied_product_map["quantity_delivered"] = supplied_product.quantity_delivered supplied_product_map["purchase_value_per_unit"] = supplied_product.purchase_value_per_unit supplied_product_map["purchase_value_overall"] = supplied_product.purchase_value_overall supplied_product_map["purchase_amount_paid_to_supplier"] = supplied_product.purchase_amount_paid_to_supplier supplied_product_map["supplier_payment_settled"] = "true" if supplied_product.supplier_payment_settled == True else "false" supplied_product_map["product_purchase_delivered"] = "true" if supplied_product.product_purchase_delivered == True else "false" try: supplied_product_map["product_name"] = supplied_product.purchase_requisition_instance.product.product_name except: supplied_product_map["product_name"] = "Deleted product" supplied_product_history_list.append( supplied_product_map) supplier_map["supplied_product_history_list"] = supplied_product_history_list supplier_list.append(supplier_map) # end of suppliers for landed_cost in all_landed_costs: landed_cost_instances_list = [] landed_cost_map = {} landed_cost_map["landed_cost_id"] = str(landed_cost.id) landed_cost_map["name_of_expense"] = landed_cost.name_of_expense landed_cost_map["description_of_calculation"] = landed_cost.description_of_calculation creator_map = {} creator_map["staff_id"] = str( landed_cost.created_by.id) if landed_cost.created_by is not None else "" creator_map["staff_name"] = f'{landed_cost.created_by.first_name} {landed_cost.created_by.last_name}' if landed_cost.created_by is not None else "" creator_map["staff_position"] = landed_cost.created_by.staff_position.position_title if landed_cost.created_by is not None else "" landed_cost_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( landed_cost.last_updated_by.id) if landed_cost.last_updated_by is not None else "" creator_map["staff_name"] = f'{landed_cost.last_updated_by.first_name} {landed_cost.last_updated_by.last_name}' if landed_cost.last_updated_by is not None else "" creator_map["staff_position"] = landed_cost.last_updated_by.staff_position.position_title if landed_cost.last_updated_by is not None else "" landed_cost_map["last_updated_by"] = creator_map landed_cost_map["created_on"] = datetime.strftime( landed_cost.created_on.astimezone(target_timezone), date_format) if landed_cost.created_on is not None else "" landed_cost_map["last_updated_on"] = datetime.strftime( landed_cost.last_updated_on.astimezone(target_timezone), date_format) if landed_cost.last_updated_on is not None else "" landed_cost_instances = landed_cost.landed_cost_instances.all().order_by("-id") for landed_cost_instance in landed_cost_instances: landed_cost_instance_map = {} landed_cost_instance_map["landed_cost_id"] = str( landed_cost.id) landed_cost_instance_map["landed_cost_instance_id"] = str( landed_cost_instance.id) landed_cost_instance_map["cost_value"] = landed_cost_instance.cost_value landed_cost_instance_map["exchange_rate"] = landed_cost_instance.exchange_rate landed_cost_instance_map["cost_currency"] = landed_cost_instance.cost_currency landed_cost_instance_map["cost_amount_paid"] = landed_cost_instance.cost_amount_paid landed_cost_instance_map["cost_amount_due"] = landed_cost_instance.cost_amount_due landed_cost_instance_map["cost_payment_settled"] = "true" if landed_cost_instance.cost_payment_settled == True else "false" landed_cost_instances_list.append(landed_cost_instance_map) landed_cost_map["landed_cost_instances_list"] = landed_cost_instances_list landed_costs_list.append(landed_cost_map) for purchase_order in company_purchase_orders: # product_purchase_instances_list = [] purchase_order_map = {} purchase_order_map["purchase_order_id"] = str( purchase_order.id) purchase_order_map["purchase_order_number"] = purchase_order.purchase_order_number purchase_order_map["currency"] = company_profile.company_preferred_currency purchase_order_map["purchase_value_overall"] = purchase_order.purchase_value_overall purchase_order_map["purchase_order_approved"] = "true" if purchase_order.purchase_order_approved == True else "false" purchase_order_map["purchase_order_landed_costs_overall"] = purchase_order.purchase_order_landed_costs_overall purchase_order_map["created_on"] = datetime.strftime( purchase_order.created_on.astimezone(target_timezone), date_format) if purchase_order.created_on is not None else "" purchase_order_map["last_updated_on"] = datetime.strftime( purchase_order.last_updated_on.astimezone(target_timezone), date_format) if purchase_order.last_updated_on is not None else "" creator_map = {} creator_map["staff_id"] = str( purchase_order.created_by.id) if purchase_order.created_by is not None else "" creator_map["staff_name"] = f'{purchase_order.created_by.first_name} {purchase_order.created_by.last_name}' if purchase_order.created_by is not None else "" creator_map["staff_position"] = purchase_order.created_by.staff_position.position_title if purchase_order.created_by is not None else "" purchase_order_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( purchase_order.last_updated_by.id) if purchase_order.last_updated_by is not None else "" creator_map["staff_name"] = f'{purchase_order.last_updated_by.first_name} {purchase_order.last_updated_by.last_name}' if purchase_order.last_updated_by is not None else "" creator_map["staff_position"] = purchase_order.last_updated_by.staff_position.position_title if purchase_order.last_updated_by is not None else "" purchase_order_map["last_updated_by"] = creator_map # creator_map = {} creator_map["staff_id"] = str( purchase_order.purchase_order_approved_by.id) if purchase_order.purchase_order_approved_by is not None else "" creator_map["staff_name"] = f'{purchase_order.purchase_order_approved_by.first_name} {purchase_order.purchase_order_approved_by.last_name}' if purchase_order.purchase_order_approved_by is not None else "" creator_map["staff_position"] = purchase_order.purchase_order_approved_by.staff_position.position_title if purchase_order.purchase_order_approved_by is not None else "" purchase_order_map["purchase_order_approved_by"] = creator_map purchase_order_product_instances = purchase_order.purchase_order_product_instances.filter( recycle_bin=False).order_by("-id") # print(len(purchase_order_product_instances)) for product_purchase_instance in purchase_order_product_instances: purchase_order_product_instance_map = {} # print(product_purchase_instance.id) landed_cost_product_purchase_instances_list = [] purchase_order_product_instance_map["product_purchase_instance_id"] = str( product_purchase_instance.id) purchase_order_product_instance_map["product_id"] = str( product_purchase_instance.purchase_product.id) if product_purchase_instance.purchase_product is not None else "" purchase_order_product_instance_map["purchase_order_number"] = purchase_order.purchase_order_number purchase_order_product_instance_map["supplier_id"] = str( product_purchase_instance.supplier.id) if product_purchase_instance.supplier is not None else "" purchase_order_product_instance_map[ "purchase_value_per_unit"] = product_purchase_instance.purchase_value_per_unit purchase_order_product_instance_map[ "cost_currency"] = product_purchase_instance.cost_currency purchase_order_product_instance_map[ "exchange_rate"] = product_purchase_instance.exchange_rate purchase_order_product_instance_map[ "purchase_value_overall"] = product_purchase_instance.purchase_value_overall purchase_order_product_instance_map[ "purchase_amount_paid_to_supplier"] = product_purchase_instance.purchase_amount_paid_to_supplier purchase_order_product_instance_map[ "supplier_payment_settled"] = "true" if product_purchase_instance.supplier_payment_settled == True else "false" # purchase_order_product_instance_map[ # "supplier_payment_settled"] = "true" if product_purchase_instance.supplier_payment_settled == True else "false" purchase_order_product_instance_map[ "product_purchase_delivered"] = "true" if product_purchase_instance.product_purchase_delivered == True else "false" purchase_order_product_instance_map[ "quantity_purchased"] = product_purchase_instance.quantity_purchased purchase_order_product_instance_map[ "quantity_delivered"] = product_purchase_instance.quantity_delivered # purchase_order_product_instance_map[ # "quantity_delivered"] = product_purchase_instance.quantity_delivered purchase_order_product_instance_map["created_on"] = datetime.strftime( purchase_order.created_on.astimezone(target_timezone), date_format) if product_purchase_instance.created_on is not None else "" purchase_order_product_instance_map["last_updated_on"] = datetime.strftime( product_purchase_instance.last_updated_on.astimezone(target_timezone), date_format) if product_purchase_instance.last_updated_on is not None else "" creator_map = {} creator_map["staff_id"] = str( product_purchase_instance.created_by.id) if product_purchase_instance.created_by is not None else "" creator_map["staff_name"] = f'{product_purchase_instance.created_by.first_name} {product_purchase_instance.created_by.last_name}' if product_purchase_instance.created_by is not None else "" creator_map["staff_position"] = product_purchase_instance.created_by.staff_position.position_title if product_purchase_instance.created_by is not None else "" purchase_order_product_instance_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( product_purchase_instance.last_updated_by.id) if product_purchase_instance.last_updated_by is not None else "" creator_map["staff_name"] = f'{product_purchase_instance.last_updated_by.first_name} {product_purchase_instance.last_updated_by.last_name}' if product_purchase_instance.last_updated_by is not None else "" creator_map["staff_position"] = product_purchase_instance.last_updated_by.staff_position.position_title if product_purchase_instance.last_updated_by is not None else "" purchase_order_product_instance_map["last_updated_by"] = creator_map landed_cost_product_purchase_instances = product_purchase_instance.landed_cost_product_purchase_instances.all().order_by("-id") for landed_cost_instance in landed_cost_product_purchase_instances: # print(landed_cost_instance) landed_cost_instance_map = {} landed_cost_instance_map["landed_cost_id"] = str( landed_cost_instance.landed_cost.id) if landed_cost_instance.landed_cost is not None else "" landed_cost_instance_map["landed_cost_instance_id"] = str( landed_cost_instance.id) landed_cost_instance_map["cost_value"] = landed_cost_instance.cost_value landed_cost_instance_map["exchange_rate"] = landed_cost_instance.exchange_rate landed_cost_instance_map["cost_currency"] = landed_cost_instance.cost_currency landed_cost_instance_map["cost_amount_paid"] = landed_cost_instance.cost_amount_paid landed_cost_instance_map["cost_amount_due"] = landed_cost_instance.cost_amount_due landed_cost_instance_map["cost_payment_settled"] = "true" if landed_cost_instance.cost_payment_settled == True else "false" # print(landed_cost_instance_map) landed_cost_product_purchase_instances_list.append( landed_cost_instance_map) purchase_order_product_instance_map[ "landed_cost_product_purchase_instances_list"] = landed_cost_product_purchase_instances_list purchase_order_product_instances_list.append( purchase_order_product_instance_map) # print(landed_cost_product_purchase_instances_list) landed_cost_product_purchase_instances_list = [] # print(len(purchase_order_product_instances_list)) purchase_order_map["purchase_order_product_instances_list"] = purchase_order_product_instances_list # print( # purchase_order_map["purchase_order_product_instances_list"]) purchase_order_product_instances_list = [] purchase_order_list.append(purchase_order_map) for warehouse in all_branch_warehouses: purchase_requisition_list = [] warehouse_purchase_requisitions = warehouse.warehouse_purchase_requisitions.filter( recycle_bin=False).order_by("-id") for purchase_requisition in warehouse_purchase_requisitions: purchase_requisition_map = {} purchase_requisition_instances_list = [] purchase_requisition_map["purchase_requisition_id"] = str( purchase_requisition.id) purchase_requisition_map["warehouse_name"] = warehouse.warehouse_name purchase_requisition_map["branch_name"] = warehouse.company_branch.branch_name purchase_requisition_map["purchase_requisition_number"] = purchase_requisition.purchase_requisition_number purchase_requisition_map["purchase_requisition_description"] = purchase_requisition.purchase_requisition_description purchase_requisition_map["purchase_requisition_approved"] = "true" if purchase_requisition.purchase_requisition_approved == True else "false" creator_map = {} creator_map["staff_id"] = str( purchase_requisition.created_by.id) if purchase_requisition.created_by is not None else "" creator_map["staff_name"] = f'{purchase_requisition.created_by.first_name} {purchase_requisition.created_by.last_name}' if purchase_requisition.created_by is not None else "" creator_map["staff_position"] = purchase_requisition.created_by.staff_position.position_title if purchase_requisition.created_by.staff_position is not None else "" purchase_requisition_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( purchase_requisition.last_updated_by.id) if purchase_requisition.last_updated_by is not None else "" creator_map["staff_name"] = f'{purchase_requisition.last_updated_by.first_name} {purchase_requisition.last_updated_by.last_name}' if purchase_requisition.last_updated_by is not None else "" creator_map["staff_position"] = purchase_requisition.last_updated_by.staff_position.position_title if purchase_requisition.last_updated_by.staff_position is not None else "" purchase_requisition_map["last_updated_by"] = creator_map purchase_requisition_map["created_on"] = datetime.strftime( purchase_requisition.created_on.astimezone(target_timezone), date_format) if purchase_requisition.created_on is not None else "" purchase_requisition_map["last_updated_on"] = datetime.strftime( purchase_requisition.last_updated_on.astimezone(target_timezone), date_format) if purchase_requisition.last_updated_on is not None else "" purchase_requisition_instances = purchase_requisition.purchase_requisition_instances.all().order_by("id") for purchase_requisition_instance in purchase_requisition_instances: if purchase_requisition_instance.recycle_bin != True: purchase_requisition_instances_map = {} purchase_requisition_instances_map["purchase_requisition_instance_id"] = str( purchase_requisition_instance.id) purchase_requisition_instances_map["product_id"] = str( purchase_requisition_instance.product.id) if purchase_requisition_instance.product is not None else "" purchase_requisition_instances_map["product_name"] = purchase_requisition_instance.product.product_name if purchase_requisition_instance.product is not None else "" purchase_requisition_instances_map["unit_of_measurement"] = purchase_requisition_instance.product.unit_of_measurement if purchase_requisition_instance.product is not None else "" purchase_requisition_instances_map[ "quantity"] = purchase_requisition_instance.quantity purchase_requisition_instances_map[ "purchase_requisition_items_purchased"] = "true" if purchase_requisition_instance.purchase_requisition_items_purchased == True else "false" purchase_requisition_instances_list.append( purchase_requisition_instances_map) purchase_requisition_map["purchase_requisition_instances_list"] = purchase_requisition_instances_list enrich_purchase_requisition_map( purchase_requisition, purchase_requisition_map, date_format, target_timezone, ) purchase_requisition_list.append( purchase_requisition_map) payload["supplier_list"] = supplier_list payload["purchase_order_list"] = purchase_order_list payload["landed_costs_list"] = landed_costs_list payload["purchase_requisition_list"] = purchase_requisition_list payload["category_list"] = category_list return Response({"message": "true", "payload": payload}, status=200) else: return Response({"message": "false", "payload": payload}, status=401) except Exception as e: print(e) return Response({"message": "false", "payload": payload}, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def sales_dashboard(request): target_timezone = pytz.timezone('Africa/Nairobi') date_format = '%d/%m/%Y, %H:%M' company_serial_number = request.data["serial_number"] active_user = request.user payload = {} creator_map = {} category_map = {} category_list = [] product_map = {} product_list = [] sale_outlet_map = {} sale_outlet_list = [] sales_quotation_map = {} sales_quotation_list = [] sales_quotation_item_map = {} sales_quotation_items_list = [] customer_profile_map = {} customer_profiles_list = [] customer_order_map = {} customer_orders_list = [] customer_order_item_map = {} customer_order_items_list = [] sales_order_map = {} # sales_orders_list = [] sales_order_item_map = {} sales_order_items_list = [] sales_commission_map = {} sales_commissions_list = [] commission_sheet_map = {} commission_sheets_list = [] commission_sheet_instance_map = {} commission_sheet_instance_list = [] order_item_return_map = {} order_items_return_list = [] return_item_map = {} return_items_list = [] customer_order_payment_map = {} customer_order_payments_list = [] refund_map = {} refunds_list = [] company_profile_map = {} company_branches_list = [] company_branch_map = {} # product specific containers product_image_catalogue_map = {} product_image_catalogues_list = [] product_features_catalogue_map = {} product_features_catalogues_list = [] product_features_attributes_map = {} product_features_attributes_list = [] product_component_map = {} product_components_list = [] product_brand_map = {} product_brands_list = [] product_pricing_map = {} # 0netoone product_discount_map = {} # onetoone product_vat_map = {} # onetoone # customer specific containers customer_shipping_address_map = {} customer_shipping_address_list = [] supplier_list = [] supplier_map = {} supplied_products_list = [] supplied_product_map = {} purchase_order_list = [] purchase_order_map = {} purchase_requisition_list = [] purchase_requisition_map = {} purchase_order_product_instances_list = [] purchase_order_product_instance_map = {} stock_requisition_instances_list = [] stock_requisition_instance_map = {} landed_costs_list = [] landed_cost_map = {} landed_cost_instances_list = [] landed_cost_instance_map = {} try: company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) staff_profile = StaffProfile.objects.get(user=active_user) # if staff_profile.company_department.department_name == "sales" and staff_profile.is_head_of_department == True and staff_profile.has_read_write_priviledges == True and company_profile: if company_profile and user_has_permission(staff_profile, "sales_and_marketing.dashboard.view"): active_staff_profile_data = get_staff_profile_data(active_user) company_profile_map["company_id"] = str(company_profile.id) company_profile_map["company_name"] = company_profile.company_name company_profile_map["company_phone"] = company_profile.company_phone company_profile_map["preferred_currency"] = company_profile.company_preferred_currency company_profile_map["company_postal_address"] = company_profile.company_postal_address all_branches = company_profile.company_branches.all() all_categories = Category.objects.all().order_by("-id") all_customer_profiles = company_profile.company_customers.all().order_by("-id") all_sales_commissions = SalesCommission.objects.all().order_by("-id") all_warehouses = Warehouse.objects.all().order_by("-id") all_suppliers = Supplier.objects.all().order_by("-id") # all_purchase_orders = PurchaseOrder.objects.all().order_by("-id") all_landed_costs = LandedCost.objects.filter( recycle_bin=False, company_profile=company_profile).order_by("-id") company_purchase_orders = company_profile.company_purchase_orders.filter( recycle_bin=False).order_by("-id") for landed_cost in all_landed_costs: landed_cost_instances_list = [] landed_cost_map = {} landed_cost_map["landed_cost_id"] = str(landed_cost.id) landed_cost_map["name_of_expense"] = landed_cost.name_of_expense landed_cost_map["description_of_calculation"] = landed_cost.description_of_calculation creator_map = {} creator_map["staff_id"] = str( landed_cost.created_by.id) if landed_cost.created_by is not None else "" creator_map["staff_name"] = f'{landed_cost.created_by.first_name} {landed_cost.created_by.last_name}' if landed_cost.created_by is not None else "" creator_map["staff_position"] = landed_cost.created_by.staff_position.position_title if landed_cost.created_by is not None else "" landed_cost_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( landed_cost.last_updated_by.id) if landed_cost.last_updated_by is not None else "" creator_map["staff_name"] = f'{landed_cost.last_updated_by.first_name} {landed_cost.last_updated_by.last_name}' if landed_cost.last_updated_by is not None else "" creator_map["staff_position"] = landed_cost.last_updated_by.staff_position.position_title if landed_cost.last_updated_by is not None else "" landed_cost_map["last_updated_by"] = creator_map landed_cost_map["created_on"] = datetime.strftime( landed_cost.created_on.astimezone(target_timezone), date_format) if landed_cost.created_on is not None else "" landed_cost_map["last_updated_on"] = datetime.strftime( landed_cost.last_updated_on.astimezone(target_timezone), date_format) if landed_cost.last_updated_on is not None else "" landed_cost_instances = landed_cost.landed_cost_instances.all().order_by("-id") for landed_cost_instance in landed_cost_instances: landed_cost_instance_map = {} landed_cost_instance_map["landed_cost_id"] = str( landed_cost.id) landed_cost_instance_map["landed_cost_instance_id"] = str( landed_cost_instance.id) landed_cost_instance_map["cost_value"] = landed_cost_instance.cost_value landed_cost_instance_map["exchange_rate"] = landed_cost_instance.exchange_rate landed_cost_instance_map["cost_currency"] = landed_cost_instance.cost_currency landed_cost_instance_map["cost_amount_paid"] = landed_cost_instance.cost_amount_paid landed_cost_instance_map["cost_amount_due"] = landed_cost_instance.cost_amount_due landed_cost_instance_map["cost_payment_settled"] = "true" if landed_cost_instance.cost_payment_settled == True else "false" landed_cost_instances_list.append(landed_cost_instance_map) landed_cost_map["landed_cost_instances_list"] = landed_cost_instances_list landed_costs_list.append(landed_cost_map) company_profile_map["landed_costs_list"] = landed_costs_list for purchase_order in company_purchase_orders: product_purchase_instances_list = [] purchase_order_map = {} purchase_order_map["purchase_order_id"] = str( purchase_order.id) purchase_order_map["purchase_order_number"] = purchase_order.purchase_order_number purchase_order_map["currency"] = company_profile.company_preferred_currency purchase_order_map["purchase_value_overall"] = purchase_order.purchase_value_overall purchase_order_map["purchase_order_approved"] = "true" if purchase_order.purchase_order_approved == True else "false" purchase_order_map["purchase_order_landed_costs_overall"] = purchase_order.purchase_order_landed_costs_overall purchase_order_map["created_on"] = datetime.strftime( purchase_order.created_on.astimezone(target_timezone), date_format) if purchase_order.created_on is not None else "" purchase_order_map["last_updated_on"] = datetime.strftime( purchase_order.last_updated_on.astimezone(target_timezone), date_format) if purchase_order.last_updated_on is not None else "" creator_map = {} creator_map["staff_id"] = str( purchase_order.created_by.id) if purchase_order.created_by is not None else "" creator_map["staff_name"] = f'{purchase_order.created_by.first_name} {purchase_order.created_by.last_name}' if purchase_order.created_by is not None else "" creator_map["staff_position"] = purchase_order.created_by.staff_position.position_title if purchase_order.created_by is not None else "" purchase_order_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( purchase_order.last_updated_by.id) if purchase_order.last_updated_by is not None else "" creator_map["staff_name"] = f'{purchase_order.last_updated_by.first_name} {purchase_order.last_updated_by.last_name}' if purchase_order.last_updated_by is not None else "" creator_map["staff_position"] = purchase_order.last_updated_by.staff_position.position_title if purchase_order.last_updated_by is not None else "" purchase_order_map["last_updated_by"] = creator_map # creator_map = {} creator_map["staff_id"] = str( purchase_order.purchase_order_approved_by.id) if purchase_order.purchase_order_approved_by is not None else "" creator_map["staff_name"] = f'{purchase_order.purchase_order_approved_by.first_name} {purchase_order.purchase_order_approved_by.last_name}' if purchase_order.purchase_order_approved_by is not None else "" creator_map["staff_position"] = purchase_order.purchase_order_approved_by.staff_position.position_title if purchase_order.purchase_order_approved_by is not None else "" purchase_order_map["purchase_order_approved_by"] = creator_map purchase_order_product_instances = purchase_order.purchase_order_product_instances.filter( recycle_bin=False).order_by("-id") # print(len(purchase_order_product_instances)) for product_purchase_instance in purchase_order_product_instances: purchase_order_product_instance_map = {} # print(product_purchase_instance.id) landed_cost_product_purchase_instances_list = [] purchase_order_product_instance_map["product_purchase_instance_id"] = str( product_purchase_instance.id) purchase_order_product_instance_map["product_id"] = str( product_purchase_instance.purchase_product.id) if product_purchase_instance.purchase_product is not None else "" purchase_order_product_instance_map["purchase_order_number"] = purchase_order.purchase_order_number purchase_order_product_instance_map["supplier_id"] = str( product_purchase_instance.supplier.id) purchase_order_product_instance_map[ "purchase_value_per_unit"] = product_purchase_instance.purchase_value_per_unit purchase_order_product_instance_map[ "cost_currency"] = product_purchase_instance.cost_currency purchase_order_product_instance_map[ "exchange_rate"] = product_purchase_instance.exchange_rate purchase_order_product_instance_map[ "purchase_value_overall"] = product_purchase_instance.purchase_value_overall purchase_order_product_instance_map[ "purchase_amount_paid_to_supplier"] = product_purchase_instance.purchase_amount_paid_to_supplier purchase_order_product_instance_map[ "supplier_payment_settled"] = "true" if product_purchase_instance.supplier_payment_settled == True else "false" # purchase_order_product_instance_map[ # "supplier_payment_settled"] = "true" if product_purchase_instance.supplier_payment_settled == True else "false" purchase_order_product_instance_map[ "product_purchase_delivered"] = "true" if product_purchase_instance.product_purchase_delivered == True else "false" purchase_order_product_instance_map[ "quantity_purchased"] = product_purchase_instance.quantity_purchased purchase_order_product_instance_map[ "quantity_delivered"] = product_purchase_instance.quantity_delivered # purchase_order_product_instance_map[ # "quantity_delivered"] = product_purchase_instance.quantity_delivered purchase_order_product_instance_map["created_on"] = datetime.strftime( purchase_order.created_on.astimezone(target_timezone), date_format) if product_purchase_instance.created_on is not None else "" purchase_order_product_instance_map["last_updated_on"] = datetime.strftime( product_purchase_instance.last_updated_on.astimezone(target_timezone), date_format) if product_purchase_instance.last_updated_on is not None else "" creator_map = {} creator_map["staff_id"] = str( product_purchase_instance.created_by.id) if product_purchase_instance.created_by is not None else "" creator_map["staff_name"] = f'{product_purchase_instance.created_by.first_name} {product_purchase_instance.created_by.last_name}' if product_purchase_instance.created_by is not None else "" creator_map["staff_position"] = product_purchase_instance.created_by.staff_position.position_title if product_purchase_instance.created_by is not None else "" purchase_order_product_instance_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( product_purchase_instance.last_updated_by.id) if product_purchase_instance.last_updated_by is not None else "" creator_map["staff_name"] = f'{product_purchase_instance.last_updated_by.first_name} {product_purchase_instance.last_updated_by.last_name}' if product_purchase_instance.last_updated_by is not None else "" creator_map["staff_position"] = product_purchase_instance.last_updated_by.staff_position.position_title if product_purchase_instance.last_updated_by is not None else "" purchase_order_product_instance_map["last_updated_by"] = creator_map landed_cost_product_purchase_instances = product_purchase_instance.landed_cost_product_purchase_instances.all().order_by("-id") for landed_cost_instance in landed_cost_product_purchase_instances: # print(landed_cost_instance) landed_cost_instance_map = {} landed_cost_instance_map["landed_cost_id"] = str( landed_cost_instance.landed_cost.id) if landed_cost_instance.landed_cost is not None else "" landed_cost_instance_map["landed_cost_instance_id"] = str( landed_cost_instance.id) landed_cost_instance_map["cost_value"] = landed_cost_instance.cost_value landed_cost_instance_map["exchange_rate"] = landed_cost_instance.exchange_rate landed_cost_instance_map["cost_currency"] = landed_cost_instance.cost_currency landed_cost_instance_map["cost_amount_paid"] = landed_cost_instance.cost_amount_paid landed_cost_instance_map["cost_amount_due"] = landed_cost_instance.cost_amount_due landed_cost_instance_map["cost_payment_settled"] = "true" if landed_cost_instance.cost_payment_settled == True else "false" # print(landed_cost_instance_map) landed_cost_product_purchase_instances_list.append( landed_cost_instance_map) purchase_order_product_instance_map[ "landed_cost_product_purchase_instances_list"] = landed_cost_product_purchase_instances_list purchase_order_product_instances_list.append( purchase_order_product_instance_map) # print(landed_cost_product_purchase_instances_list) landed_cost_product_purchase_instances_list = [] # print(len(purchase_order_product_instances_list)) purchase_order_map["purchase_order_product_instances_list"] = purchase_order_product_instances_list # print( # purchase_order_map["purchase_order_product_instances_list"]) purchase_order_product_instances_list = [] purchase_order_list.append(purchase_order_map) company_profile_map["purchase_order_list"] = purchase_order_list warehouse_list = [] for warehouse in all_warehouses: warehouse_map = {} warehouse_map["warehouse_id"] = str(warehouse.id) warehouse_map["warehouse_name"] = warehouse.warehouse_name warehouse_map["warehouse_location"] = warehouse.warehouse_location warehouse_list.append(warehouse_map) for category in all_categories: if category.recycle_bin != True: category_map = {} product_list = [] category_map["category_id"] = str(category.id) category_map["category_name"] = category.category_name category_map["category_description"] = category.category_description category_products = category.category_products.all().order_by("-id") for product in category_products: if product.recycle_bin != True: 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_pricing_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_pricing_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_discount_map["discount_type"] = product_discount.discount_type product_discount_map["discount_value"] = product_discount.discount_value except: product_discount_map["product_discount_id"] = "" product_discount_map["discount_type"] = "" product_discount_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_vat_map["vat_percentage_value"] = product_vat.vat_percentage_value except: product_vat_map["product_vat_id"] = "" product_vat_map["vat_percentage_value"] = "" product_map["product_vat_map"] = product_vat_map product_list.append(product_map) category_map["product_list"] = product_list category_list.append(category_map) # add suppliers for supplier in all_suppliers: if supplier.recycle_bin != True: supplier_map = {} supplied_products_list = [] supplier_map["supplier_id"] = str(supplier.id) supplier_map["preferred_currency"] = company_profile.company_preferred_currency supplier_map["supplier_name"] = supplier.supplier_name supplier_map["supplier_phone"] = supplier.supplier_phone supplier_map["supplier_email"] = supplier.supplier_email supplier_map["supplier_address"] = supplier.supplier_address supplier_map["supplier_description"] = supplier.supplier_description creator_map = {} creator_map["staff_id"] = str( supplier.created_by.id) if supplier.created_by is not None else "" creator_map["staff_name"] = f'{supplier.created_by.first_name} {supplier.created_by.last_name}' if supplier.created_by is not None else "" creator_map["staff_position"] = supplier.created_by.staff_position.position_title if supplier.created_by is not None else "" supplier_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( supplier.last_updated_by.id) if supplier.last_updated_by is not None else "" creator_map["staff_name"] = f'{supplier.last_updated_by.first_name} {supplier.last_updated_by.last_name}' if supplier.last_updated_by is not None else "" creator_map["staff_position"] = supplier.last_updated_by.staff_position.position_title if supplier.last_updated_by is not None else "" supplier_map["last_updated_by"] = creator_map supplier_map["created_on"] = datetime.strftime( supplier.created_on.astimezone(target_timezone), date_format) if supplier.created_on is not None else "" supplier_map["last_updated_on"] = datetime.strftime( supplier.last_updated_on.astimezone(target_timezone), date_format) if supplier.last_updated_on is not None else "" # supplied products supplied_products = supplier.supplied_products.all() for supplied_product in supplied_products: supplied_product_map = {} supplied_product_map["product_id"] = str( supplied_product.id) supplied_product_map["product_name"] = supplied_product.product_name supplied_products_list.append(supplied_product_map) supplier_map["supplied_products_list"] = supplied_products_list # supllier payment details supplier_payment_details = supplier.supplier_payment_details.all().order_by("-id") supplier_payment_details_list = [] for supplier_payment_detail in supplier_payment_details: supplier_payment_detail_map = {} supplier_payment_detail_map["supplier_payment_detail_id"] = str( supplier_payment_detail.id) supplier_payment_detail_map["bank_institution_name"] = supplier_payment_detail.banking_institution_name supplier_payment_detail_map["bank_account_name"] = supplier_payment_detail.bank_account_name supplier_payment_detail_map["bank_account_number"] = supplier_payment_detail.bank_account_number supplier_payment_detail_map["bank_branch_name"] = supplier_payment_detail.bank_branch_name supplier_payment_detail_map["bank_branch_code"] = supplier_payment_detail.bank_branch_code supplier_payment_detail_map["bank_swift_code"] = supplier_payment_detail.bank_swift_code supplier_payment_detail_map["created_on"] = datetime.strftime( supplier_payment_detail.created_on.astimezone(target_timezone), date_format) if supplier_payment_detail.created_on is not None else "" supplier_payment_detail_map["last_updated_on"] = datetime.strftime( supplier_payment_detail.last_updated_on.astimezone(target_timezone), date_format) if supplier_payment_detail.last_updated_on is not None else "" supplier_payment_details_list.append( supplier_payment_detail_map) supplier_map["supplier_payment_details_list"] = supplier_payment_details_list supplier_product_purchase_instances = supplier.supplier_product_purchase_instances.all().order_by("-id") supplied_product_history_list = [] for supplied_product in supplier_product_purchase_instances: if supplied_product.recycle_bin != True: supplied_product_map = {} supplied_product_map["purchase_order_number"] = supplied_product.purchase_order.purchase_order_number if supplied_product.purchase_order is not None else "" # try: # supplied_product_map["purchase_requisition_number"] = supplied_product.purchase_requisition_instance.purchase_requisition.purchase_requisition_number # except: # supplied_product_map["purchase_requisition_number"] = "Deleted" supplied_product_map["quantity_delivered"] = supplied_product.quantity_delivered supplied_product_map["purchase_value_per_unit"] = supplied_product.purchase_value_per_unit supplied_product_map["purchase_value_overall"] = supplied_product.purchase_value_overall supplied_product_map["purchase_amount_paid_to_supplier"] = supplied_product.purchase_amount_paid_to_supplier supplied_product_map["supplier_payment_settled"] = "true" if supplied_product.supplier_payment_settled == True else "false" supplied_product_map["product_purchase_delivered"] = "true" if supplied_product.product_purchase_delivered == True else "false" try: supplied_product_map["product_name"] = supplied_product.purchase_requisition_instance.product.product_name except: supplied_product_map["product_name"] = "Deleted product" supplied_product_history_list.append( supplied_product_map) supplier_map["supplied_product_history_list"] = supplied_product_history_list supplier_list.append(supplier_map) # end of suppliers for branch in all_branches: if branch.recycle_bin != True: company_branch_map = {} company_branch_map["branch_id"] = str(branch.id) company_branch_map["branch_name"] = branch.branch_name company_branch_map["is_main_branch"] = "true" if branch.main_branch == True else "false" branch_sale_outlets = branch.branch_sale_outlets.all().order_by("-id") branch_customer_orders = branch.branch_customer_orders.all().order_by("-id") branch_commission_sheets = branch.branch_commission_sheets.all().order_by("-id") commission_sheets_list = [] sale_outlet_list = [] sales_quotation_list = [] customer_orders_list = [] sales_quotation_list = [] sale_outlet_list = [] for sale_outlet in branch_sale_outlets: if sale_outlet.recycle_bin != True: sale_outlet_map = {} sale_outlet_map["sale_outlet_id"] = str( sale_outlet.id) sale_outlet_map["sale_outlet_location"] = sale_outlet.sale_outlet_location sale_outlet_map["sale_outlet_contact_phone"] = sale_outlet.sale_outlet_contact_phone sale_outlet_map["sale_outlet_description"] = sale_outlet.sale_outlet_description creator_map = {} creator_map["staff_id"] = str( sale_outlet.created_by.id) if sale_outlet.created_by is not None else "" creator_map["staff_name"] = f'{sale_outlet.created_by.first_name} {sale_outlet.created_by.last_name}' if sale_outlet.created_by is not None else "" creator_map["staff_position"] = sale_outlet.created_by.staff_position.position_title if sale_outlet.created_by is not None else "" sale_outlet_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( sale_outlet.last_updated_by.id) if sale_outlet.last_updated_by is not None else "" creator_map["staff_name"] = f'{sale_outlet.last_updated_by.first_name} {sale_outlet.last_updated_by.last_name}' if sale_outlet.last_updated_by is not None else "" creator_map["staff_position"] = sale_outlet.last_updated_by.staff_position.position_title if sale_outlet.last_updated_by is not None else "" sale_outlet_map["last_updated_by"] = creator_map sale_outlet_map["created_on"] = datetime.strftime( sale_outlet.created_on.astimezone(target_timezone), date_format) if sale_outlet.created_on is not None else "" sale_outlet_map["last_updated_on"] = datetime.strftime( sale_outlet.last_updated_on.astimezone(target_timezone), date_format) if sale_outlet.last_updated_on is not None else "" sale_outlet_list.append(sale_outlet_map) company_branch_map["sale_outlet_list"] = sale_outlet_list # sales quotations branch_sale_quotations = branch.branch_sale_quotations.all().order_by("-id") for sale_quotation in branch_sale_quotations: if sale_quotation.recycle_bin != True: sales_quotation_map = {} sales_quotation_items_list = [] sales_quotation_map["sale_quotation_id"] = str( sale_quotation.id) sales_quotation_map["sales_quotation_number"] = sale_quotation.sales_quotation_number sales_quotation_map["quotation_net_value"] = sale_quotation.quotation_net_value sales_quotation_map["sales_quotation_approved"] = "true" if sale_quotation.sales_quotation_approved == True else "false" creator_map = {} creator_map["staff_id"] = str( sale_quotation.created_by.id) if sale_quotation.created_by is not None else "" creator_map["staff_name"] = f'{sale_quotation.created_by.first_name} {sale_quotation.created_by.last_name}' if sale_quotation.created_by is not None else "" creator_map["staff_position"] = sale_quotation.created_by.staff_position.position_title if sale_quotation.created_by is not None else "" sales_quotation_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( sale_quotation.last_updated_by.id) if sale_quotation.last_updated_by is not None else "" creator_map["staff_name"] = f'{sale_quotation.last_updated_by.first_name} {sale_quotation.last_updated_by.last_name}' if sale_quotation.last_updated_by is not None else "" creator_map["staff_position"] = sale_quotation.last_updated_by.staff_position.position_title if sale_quotation.last_updated_by is not None else "" sales_quotation_map["last_updated_by"] = creator_map sales_quotation_map["created_on"] = datetime.strftime( sale_quotation.created_on.astimezone(target_timezone), date_format) if sale_quotation.created_on is not None else "" sales_quotation_map["last_updated_on"] = datetime.strftime( sale_quotation.last_updated_on.astimezone(target_timezone), date_format) if sale_quotation.last_updated_on is not None else "" # attach customer customer_profile = sale_quotation.customer_profile customer_profile_map = {} customer_profile_map["customer_profile_id"] = str( customer_profile.id) if customer_profile is not None else "" customer_profile_map["customer_first_name"] = customer_profile.customer_first_name if customer_profile is not None else "" customer_profile_map["customer_last_name"] = customer_profile.customer_last_name if customer_profile is not None else "" customer_profile_map["email_address"] = customer_profile.email_address if customer_profile is not None else "" customer_profile_map["phone_number"] = customer_profile.phone_number if customer_profile is not None else "" customer_profile_map["customer_title"] = customer_profile.customer_title if customer_profile is not None else "" customer_profile_map["company_name"] = customer_profile.company_name if customer_profile is not None else "" customer_profile_map["customer_type"] = customer_profile.customer_type if customer_profile is not None else "" customer_profile_map["kra_pin"] = customer_profile.kra_pin if customer_profile is not None else "" customer_profile_map["certificate_of_registration_number"] = customer_profile.certificate_of_registration_number if customer_profile is not None else "" sales_quotation_map["customer"] = customer_profile_map customer_profile_map = {} # end sales_quotation_items = sale_quotation.sales_quotation_items.all().order_by("-id") for sale_quotation_item in sales_quotation_items: sales_quotation_item_map = {} sales_quotation_item_map["sale_quotation_item_id"] = str( sale_quotation_item.id) sales_quotation_item_map["product_id"] = str( sale_quotation_item.product.id) if sale_quotation_item.product is not None else "" sales_quotation_item_map["product_name"] = str( sale_quotation_item.product.product_name) if sale_quotation_item.product is not None else "" sales_quotation_item_map["quantity"] = sale_quotation_item.quantity sales_quotation_item_map["price_per_item"] = sale_quotation_item.price_per_item sales_quotation_item_map["discount_per_item"] = sale_quotation_item.discount_per_item sales_quotation_item_map["gross_subtotal"] = sale_quotation_item.gross_subtotal sales_quotation_item_map["total_discount"] = sale_quotation_item.total_discount sales_quotation_item_map["vat_per_item"] = f"{(float(sale_quotation_item.product.product_vat.vat_percentage_value)/100)*float(sale_quotation_item.price_per_item)}" sales_quotation_item_map["net_subtotal"] = sale_quotation_item.net_subtotal sales_quotation_items_list.append( sales_quotation_item_map) sales_quotation_map["sales_quotation_items_list"] = sales_quotation_items_list sales_quotation_list.append(sales_quotation_map) company_branch_map["sales_quotation_list"] = sales_quotation_list for customer_order in branch_customer_orders: if customer_order.recycle_bin != True: customer_order_map = {} customer_order_items_list = [] order_items_return_list = [] customer_order_payments_list = [] customer_order_map["customer_profile_id"] = str( customer_order.customer_profile.id) if customer_order.customer_profile is not None else "" customer_order_map["customer_order_id"] = str( customer_order.id) customer_order_map["customer_order_number"] = customer_order.customer_order_number customer_order_map["customer_order_type"] = customer_order.customer_order_type customer_order_map["customer_order_description"] = customer_order.customer_order_description customer_order_map["customer_order_total_gross_value"] = customer_order.customer_order_total_gross_value customer_order_map["customer_order_total_discount"] = customer_order.customer_order_total_discount customer_order_map["customer_order_total_net_value"] = customer_order.customer_order_total_net_value customer_order_map["customer_order_approved"] = "true" if customer_order.customer_order_approved == True else "false" customer_order_map["customer_order_fulfilled_for_transit"] = "true" if customer_order.customer_order_fulfilled_for_transit == True else "false" customer_order_map["customer_ordered_delivered_to_destination"] = "true" if customer_order.customer_ordered_delivered_to_destination == True else "false" customer_order_map["customer_order_picked_by_customer"] = "true" if customer_order.customer_order_picked_by_customer == True else "false" customer_order_map["customer_order_cancelled_by_customer"] = "true" if customer_order.customer_order_cancelled_by_customer == True else "false" customer_order_map["customer_order_cancelled_by_sales_team"] = "true" if customer_order.customer_order_cancelled_by_sales_team == True else "false" customer_order_map["customer_order_total_amount_paid"] = customer_order.customer_order_total_amount_paid customer_order_map["expected_delivery_date"] = datetime.strftime( customer_order.expected_delivery_date, '%d/%m/%Y') if customer_order.expected_delivery_date is not None else "" creator_map = {} creator_map["staff_id"] = str( customer_order.sales_person.id) if customer_order.sales_person is not None else "" creator_map["staff_name"] = f'{customer_order.sales_person.first_name} {customer_order.sales_person.last_name}' if customer_order.sales_person is not None else "" creator_map["staff_position"] = customer_order.sales_person.staff_position.position_title if customer_order.sales_person.staff_position is not None else "" customer_order_map["sales_person"] = creator_map creator_map = {} creator_map["staff_id"] = str( customer_order.created_by.id) if customer_order.created_by is not None else "" creator_map["staff_name"] = f'{customer_order.created_by.first_name} {customer_order.created_by.last_name}' if customer_order.created_by is not None else "" creator_map["staff_position"] = customer_order.created_by.staff_position.position_title if customer_order.created_by.staff_position is not None else "" customer_order_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( customer_order.last_updated_by.id) if customer_order.last_updated_by is not None else "" creator_map["staff_name"] = f'{customer_order.last_updated_by.first_name} {customer_order.last_updated_by.last_name}' if customer_order.last_updated_by is not None else "" creator_map["staff_position"] = customer_order.last_updated_by.staff_position.position_title if customer_order.last_updated_by.staff_position is not None else "" customer_order_map["last_updated_by"] = creator_map customer_map = {} customer_map["customer_profile_id"] = str( customer_order.customer_profile.id) if customer_order.customer_profile is not None else "" customer_map["customer_name"] = f"{customer_order.customer_profile.customer_first_name} {customer_order.customer_profile.customer_last_name}" if customer_order.customer_profile is not None else "" customer_map["company_name"] = customer_order.customer_profile.company_name if customer_order.customer_profile is not None else "" customer_map["customer_type"] = customer_order.customer_profile.customer_type if customer_order.customer_profile is not None else "" customer_map["email_address"] = customer_order.customer_profile.email_address if customer_order.customer_profile is not None else "" customer_map["phone_number"] = customer_order.customer_profile.phone_number if customer_order.customer_profile is not None else "" customer_order_map["customer_map"] = customer_map customer_order_map["created_on"] = datetime.strftime( customer_order.created_on.astimezone(target_timezone), date_format) if customer_order.created_on is not None else "" customer_order_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 "" customer_order_items = customer_order.customer_order_items.all().order_by("-id") for customer_order_item in customer_order_items: customer_order_item_map = {} customer_order_item_map["customer_order_item_id"] = str( customer_order_item.id) customer_order_item_map["product_id"] = str( customer_order_item.product.id) customer_order_item_map["product_name"] = customer_order_item.product.product_name customer_order_item_map["quantity"] = customer_order_item.quantity customer_order_item_map["price_per_item"] = customer_order_item.price_per_item customer_order_item_map["discount_per_item"] = customer_order_item.discount_per_item customer_order_item_map["gross_subtotal"] = customer_order_item.gross_subtotal customer_order_item_map["total_discount"] = customer_order_item.total_discount customer_order_item_map["net_subtotal"] = customer_order_item.net_subtotal customer_order_item_map["sales_item_order_fulfilled"] = "true" if customer_order_item.sales_item_order_fulfilled == True else "false" customer_order_items_list.append( customer_order_item_map) customer_order_map["customer_order_items_list"] = customer_order_items_list # attach sales order to customer_order try: sales_order = SalesOrder.objects.get( customer_order=customer_order) sales_order_map = {} sales_order_items_list = [] sales_order_map["sales_order_id"] = str( sales_order.id) sales_order_map["sales_order_number"] = sales_order.sales_order_number sales_order_map["sale_outlet_id"] = str( sales_order.sale_outlet.id) if sales_order.sale_outlet is not None else "" sales_order_map["sale_outlet_name"] = sales_order.sale_outlet.sale_outlet_name if sales_order.sale_outlet is not None else "" sales_order_map["warehouse_id"] = str( sales_order.warehouse.id) if sales_order.warehouse is not None else "" sales_order_map["warehouse_name"] = sales_order.warehouse.warehouse_name if sales_order.warehouse is not None else "" sales_order_map["sales_order_description"] = sales_order.sales_order_description sales_order_map["sales_order_approved"] = "true" if sales_order.sales_order_approved == True else "false" sales_order_map["sales_order_fulfilled"] = "true" if sales_order.sales_order_fulfilled == True else "false" creator_map = {} creator_map["staff_id"] = str( sales_order.created_by.id) if sales_order.created_by is not None else "" creator_map["staff_name"] = f'{sales_order.created_by.first_name} {sales_order.created_by.last_name}' if sales_order.created_by is not None else "" creator_map["staff_position"] = sales_order.created_by.staff_position.position_title if sales_order.created_by.staff_position is not None else "" sales_order_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( sales_order.last_updated_by.id) if sales_order.last_updated_by is not None else "" creator_map["staff_name"] = f'{sales_order.last_updated_by.first_name} {sales_order.last_updated_by.last_name}' if sales_order.last_updated_by is not None else "" creator_map["staff_position"] = sales_order.last_updated_by.staff_position.position_title if sales_order.last_updated_by.staff_position is not None else "" sales_order_map["last_updated_by"] = creator_map sales_order_map["created_on"] = datetime.strftime( sales_order.created_on.astimezone(target_timezone), date_format) if sales_order.created_on is not None else "" sales_order_map["last_updated_on"] = datetime.strftime( sales_order.last_updated_on.astimezone(target_timezone), date_format) if sales_order.last_updated_on is not None else "" # attach sales order items sales_order_sales_items = sales_order.sales_order_sales_items.all().order_by("-id") for sales_order_item in sales_order_sales_items: sales_order_item_map = {} sales_order_item_map["sales_order_item_id"] = str( sales_order_item.id) sales_order_item_map["product_id"] = str( sales_order_item.product.id) if sales_order_item.product is not None else "" sales_order_item_map["product_name"] = sales_order_item.product.product_name if sales_order_item.product is not None else "" sales_order_item_map["quantity"] = sales_order_item.quantity sales_order_item_map["sales_item_order_fulfilled"] = "true" if sales_order_item.sales_item_order_fulfilled == True else "false" sales_order_items_list.append( sales_order_item_map) sales_order_map["sales_order_items_list"] = sales_order_items_list customer_order_map["sales_order_map"] = sales_order_map # print(customer_order_map["sales_order_map"]) # print("running") except Exception as e: # print(e) sales_order_map = {} sales_order_map["sales_order_id"] = "" sales_order_map["sales_order_number"] = "" sales_order_map["sale_outlet_id"] = "" sales_order_map["sale_outlet_name"] = "" sales_order_map["warehouse_id"] = "" sales_order_map["warehouse_name"] = "" sales_order_map["sales_order_description"] = "" sales_order_map["sales_order_approved"] = "" sales_order_map["sales_order_fulfilled"] = "" creator_map = {} creator_map["staff_id"] = "" creator_map["staff_name"] = "" creator_map["staff_position"] = "" sales_order_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = "" creator_map["staff_name"] = "" creator_map["staff_position"] = "" sales_order_map["last_updated_by"] = creator_map sales_order_map["created_on"] = "" sales_order_map["last_updated_on"] = "" sales_order_map["sales_order_items_list"] = [] customer_order_map["sales_order_map"] = sales_order_map # attach order item returns customer_order_items_return = customer_order.customer_order_items_return.all().order_by("-id") for order_item_return in customer_order_items_return: if order_item_return.recycle_bin != True: order_item_return_map = {} return_items_list = [] order_item_return_map["order_item_return_id"] = str( order_item_return.id) order_item_return_map["refund_requested"] = "true" if order_item_return.refund_requested == True else "false" order_item_return_map["date_of_return"] = order_item_return.date_of_return if order_item_return.date_of_return is not None else "" order_item_return_map["created_on"] = datetime.strftime( order_item_return.created_on.astimezone(target_timezone), date_format) if order_item_return.created_on is not None else "" order_item_return_map["last_updated_on"] = datetime.strftime( order_item_return.last_updated_on.astimezone(target_timezone), date_format) if order_item_return.last_updated_on is not None else "" order_items_return = order_item_return.order_items_return for item_return in order_items_return: return_item_map = {} return_item_map["item_return_id"] = str( item_return.id) return_item_map["customer_order_item_id"] = str( item_return.ordered_item_returned.id) if item_return.ordered_item_returned is not None else "" return_item_map["reason_for_return"] = item_return.reason_for_return return_items_list.append( return_item_map) order_item_return_map["return_items_list"] = return_items_list order_items_return_list.append( order_item_return_map) customer_order_map["order_items_return_list"] = order_items_return_list # attach customer order payments customer_order_payments = customer_order.customer_order_payments.all().order_by("-id") for order_payment in customer_order_payments: if order_payment.recycle_bin != True: customer_order_payment_map = {} refunds_list = [] customer_order_payment_map["customer_order_payment_id"] = str( order_payment.id) customer_order_payment_map["payment_number"] = order_payment.payment_number customer_order_payment_map["payment_amount"] = order_payment.payment_amount customer_order_payment_map["payment_method"] = order_payment.payment_method customer_order_payment_map["payer_account_number"] = order_payment.payer_account_number customer_order_payment_map["account_paid_to"] = order_payment.account_paid_to.account_number customer_order_payment_map["currency"] = order_payment.account_paid_to.account_currency creator_map = {} creator_map["staff_id"] = str( order_payment.created_by.id) if order_payment.created_by is not None else "" creator_map["staff_name"] = f'{order_payment.created_by.first_name} {order_payment.created_by.last_name}' if order_payment.created_by is not None else "" creator_map["staff_position"] = order_payment.created_by.staff_position.position_title if order_payment.created_by.staff_position is not None else "" customer_order_payment_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( order_payment.last_updated_by.id) if order_payment.last_updated_by is not None else "" creator_map["staff_name"] = f'{order_payment.last_updated_by.first_name} {order_payment.last_updated_by.last_name}' if order_payment.last_updated_by is not None else "" creator_map["staff_position"] = order_payment.last_updated_by.staff_position.position_title if order_payment.last_updated_by.staff_position is not None else "" customer_order_payment_map["last_updated_by"] = creator_map customer_order_payment_map["created_on"] = datetime.strftime( order_payment.created_on.astimezone(target_timezone), date_format) if order_payment.created_on is not None else "" customer_order_payment_map["last_updated_on"] = datetime.strftime( order_payment.last_updated_on.astimezone(target_timezone), date_format) if order_payment.last_updated_on is not None else "" # attach refunds payment_refunds = order_payment.payment_refunds.all().order_by("-id") for refund in payment_refunds: if refund.recycle_bin != True: refund_map = {} refund_map["refund_id"] = str( refund.id) refund_map["order_item_return_id"] = str( refund.order_item_return.id) if refund.order_item_return is not None else "" refund_map["refund_amount"] = refund.refund_amount refund_map["refund_approved"] = "true" if refund.refund_approved == True else "false" refund_map["refund_fullfilled"] = "true" if refund.refund_fullfilled == True else "false" creator_map = {} creator_map["staff_id"] = str( refund.created_by.id) if refund.created_by is not None else "" creator_map["staff_name"] = f'{refund.created_by.first_name} {refund.created_by.last_name}' if refund.created_by is not None else "" creator_map["staff_position"] = refund.created_by.staff_position.position_title if refund.created_by.staff_position is not None else "" refund_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( refund.last_updated_by.id) if refund.last_updated_by is not None else "" creator_map["staff_name"] = f'{refund.last_updated_by.first_name} {refund.last_updated_by.last_name}' if refund.last_updated_by is not None else "" creator_map["staff_position"] = refund.last_updated_by.staff_position.position_title if refund.last_updated_by.staff_position is not None else "" refund_map["last_updated_by"] = creator_map refund_map["created_on"] = datetime.strftime( refund.created_on.astimezone(target_timezone), date_format) if refund.created_on is not None else "" refund_map["last_updated_on"] = datetime.strftime( refund.last_updated_on.astimezone(target_timezone), date_format) if refund.last_updated_on is not None else "" refunds_list.append(refund_map) customer_order_payment_map["refunds_list"] = refunds_list customer_order_payments_list.append( customer_order_payment_map) customer_order_map["customer_order_payments_list"] = customer_order_payments_list customer_orders_list.append(customer_order_map) company_branch_map["customer_orders_list"] = customer_orders_list for commission_sheet in branch_commission_sheets: if commission_sheet.recycle_bin != True: commission_sheet_map = {} commission_sheet_instance_list = [] commission_sheet_map["commission_sheet_id"] = str( commission_sheet.id) commission_sheet_map["commission_sheet_title"] = commission_sheet.commission_sheet_title commission_sheet_map["commission_sheet_number"] = commission_sheet.commission_sheet_number commission_sheet_map["commission_sheet_description"] = commission_sheet.commission_sheet_description commission_sheet_map["commission_sheet_for_the_month_of"] = commission_sheet.commission_sheet_for_the_month_of commission_sheet_map["commission_sheet_for_the_year"] = commission_sheet.commission_sheet_for_the_year commission_sheet_map["commission_sheet_value"] = commission_sheet.commission_sheet_value commission_sheet_map["commission_sheet_approved_by_finance"] = "true" if commission_sheet.commission_sheet_approved_by_finance == True else "false" commission_sheet_map["commission_sheet_payment_settled"] = "true" if commission_sheet.commission_sheet_payment_settled == True else "false" creator_map = {} creator_map["staff_id"] = str( sales_order.created_by.id) if commission_sheet.created_by is not None else "" creator_map["staff_name"] = f'{commission_sheet.created_by.first_name} {commission_sheet.created_by.last_name}' if commission_sheet.created_by is not None else "" creator_map["staff_position"] = commission_sheet.created_by.staff_position.position_title if commission_sheet.created_by.staff_position is not None else "" customer_order_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( commission_sheet.last_updated_by.id) if commission_sheet.last_updated_by is not None else "" creator_map["staff_name"] = f'{commission_sheet.last_updated_by.first_name} {commission_sheet.last_updated_by.last_name}' if commission_sheet.last_updated_by is not None else "" creator_map["staff_position"] = commission_sheet.last_updated_by.staff_position.position_title if commission_sheet.last_updated_by.staff_position is not None else "" commission_sheet_map["last_updated_by"] = creator_map commission_sheet_map["created_on"] = datetime.strftime( commission_sheet.created_on.astimezone(target_timezone), date_format) if commission_sheet.created_on is not None else "" commission_sheet_map["last_updated_on"] = datetime.strftime( commission_sheet.last_updated_on.astimezone(target_timezone), date_format) if commission_sheet.last_updated_on is not None else "" commission_items = commission_sheet.commission_items.all().order_by("-id") for commission_item in commission_items: commission_sheet_instance_map = {} commission_sheet_instance_map["commission_sheet_instance_id"] = str( commission_item.id) commission_sheet_instance_map["customer_order_id"] = str( commission_item.customer_order.id) if commission_item.customer_order is not None else "" commission_sheet_instance_map["commission_value"] = commission_item.commission_value commission_sheet_instance_list.append( commission_sheet_instance_map) commission_sheet_map["commission_sheet_instance_list"] = commission_sheet_instance_list commission_sheets_list.append(commission_sheet_map) company_branch_map["commission_sheets_list"] = commission_sheets_list all_chart_of_accounts = branch.branch_chart_of_accounts.filter( recycle_bin=False).order_by("-id") chart_of_account_list = [] for account in all_chart_of_accounts: chart_of_account_map = {} chart_of_account_map["account_id"] = str(account.id) chart_of_account_map["account_name"] = account.account_name chart_of_account_map["account_number"] = account.account_number chart_of_account_map["account_descriptions"] = account.account_descriptions chart_of_account_map["banking_institution_name"] = account.banking_institution_name chart_of_account_map["bank_branch_name"] = account.bank_branch_name chart_of_account_map["bank_branch_code"] = account.bank_branch_code chart_of_account_map["bank_swift_code"] = account.bank_swift_code chart_of_account_map["bank_sort_code"] = account.bank_sort_code chart_of_account_map["is_mpesa_account"] = "true" if account.is_mpesa_account == True else "false" # chart_of_account_map["running_balance"] = account.running_balance chart_of_account_map["account_currency"] = account.account_currency chart_of_account_map["running_balance"] = account.running_balance chart_of_account_list.append(chart_of_account_map) company_branch_map["chart_of_account_list"] = chart_of_account_list # get branch warehouse # if branch.main_branch == True: all_branch_warehouses = branch.branch_warehouses.all() warehouse_list = [] for warehouse in all_branch_warehouses: if warehouse.recycle_bin != True: warehouse_map = {} warehouse_map["warehouse_id"] = str(warehouse.id) warehouse_map["warehouse_company_branch_id"] = str( warehouse.company_branch.id) warehouse_map["warehouse_company_branch_name"] = warehouse.company_branch.branch_name warehouse_map["warehouse_name"] = warehouse.warehouse_name warehouse_map["warehouse_location"] = warehouse.warehouse_location warehouse_map["warehouse_capacity"] = warehouse.warehouse_capacity warehouse_map["warehouse_contact_phone"] = warehouse.warehouse_contact_phone warehouse_map["warehouse_description"] = warehouse.warehouse_description # add purchase requisition purchase_requisition_list = [] warehouse_purchase_requisitions = warehouse.warehouse_purchase_requisitions.all().order_by("-id") for purchase_requisition in warehouse_purchase_requisitions: if purchase_requisition.recycle_bin != True: purchase_requisition_map = {} purchase_requisition_instances_list = [] purchase_requisition_map["purchase_requisition_id"] = str( purchase_requisition.id) purchase_requisition_map["purchase_requisition_number"] = purchase_requisition.purchase_requisition_number purchase_requisition_map["purchase_requisition_description"] = purchase_requisition.purchase_requisition_description purchase_requisition_map["purchase_requisition_approved"] = "true" if purchase_requisition.purchase_requisition_approved == True else "false" creator_map = {} creator_map["staff_id"] = str( purchase_requisition.created_by.id) if purchase_requisition.created_by is not None else "" creator_map["staff_name"] = f'{purchase_requisition.created_by.first_name} {purchase_requisition.created_by.last_name}' if purchase_requisition.created_by is not None else "" creator_map["staff_position"] = purchase_requisition.created_by.staff_position.position_title if purchase_requisition.created_by.staff_position is not None else "" purchase_requisition_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( purchase_requisition.last_updated_by.id) if purchase_requisition.last_updated_by is not None else "" creator_map["staff_name"] = f'{purchase_requisition.last_updated_by.first_name} {purchase_requisition.last_updated_by.last_name}' if purchase_requisition.last_updated_by is not None else "" creator_map["staff_position"] = purchase_requisition.last_updated_by.staff_position.position_title if purchase_requisition.last_updated_by.staff_position is not None else "" purchase_requisition_map["last_updated_by"] = creator_map purchase_requisition_map["created_on"] = datetime.strftime( purchase_requisition.created_on.astimezone(target_timezone), date_format) if purchase_requisition.created_on is not None else "" purchase_requisition_map["last_updated_on"] = datetime.strftime( purchase_requisition.last_updated_on.astimezone(target_timezone), date_format) if purchase_requisition.last_updated_on is not None else "" purchase_requisition_instances = purchase_requisition.purchase_requisition_instances.all().order_by("id") for purchase_requisition_instance in purchase_requisition_instances: if purchase_requisition_instance.recycle_bin != True: purchase_requisition_instances_map = {} purchase_requisition_instances_map["purchase_requisition_instance_id"] = str( purchase_requisition_instance.id) purchase_requisition_instances_map["product_id"] = str( purchase_requisition_instance.product.id) if purchase_requisition_instance.product is not None else "" purchase_requisition_instances_map[ "quantity"] = purchase_requisition_instance.quantity purchase_requisition_instances_map[ "purchase_requisition_items_purchased"] = "true" if purchase_requisition_instance.purchase_requisition_items_purchased == True else "false" purchase_requisition_instances_list.append( purchase_requisition_instances_map) purchase_requisition_map["purchase_requisition_instances_list"] = purchase_requisition_instances_list purchase_requisition_list.append( purchase_requisition_map) warehouse_map["purchase_requisition_list"] = purchase_requisition_list # end purchase requisition warehouse_list.append(warehouse_map) company_branch_map["warehouse_list"] = warehouse_list company_branches_list.append(company_branch_map) for customer_profile in all_customer_profiles: if customer_profile.recycle_bin != True: customer_profile_map = {} customer_shipping_address_list = [] customer_documents = customer_profile.customer_documents.all().order_by("-id") kra_pin_certificate_path = "" certificate_of_registration_path = "" if customer_documents is not None: for customer_doc in customer_documents: if customer_doc.document_type == "pin_certificate": kra_pin_certificate_path = customer_doc.saved_document_path break for customer_doc in customer_documents: if customer_doc.document_type == "certificate_of_registration": certificate_of_registration_path = customer_doc.saved_document_path break 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["kra_pin_certificate_path"] = kra_pin_certificate_path customer_profile_map["certificate_of_registration_number"] = customer_profile.certificate_of_registration_number customer_profile_map["certificate_of_registration_path"] = certificate_of_registration_path 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_shipping_address = customer_profile.customer_shipping_address.all().order_by("-id") customer_profile_map["customer_account_manager"] = {"staff_id": "", "staff_name": ""} for shipping_address in customer_shipping_address: customer_shipping_address_map = {} customer_shipping_address_map["customer_shipping_address_id"] = str( shipping_address.id) customer_shipping_address_map["shipping_address"] = shipping_address.shipping_address customer_shipping_address_map["pick_up_point"] = shipping_address.pick_up_point customer_shipping_address_map["shipping_town"] = shipping_address.shipping_town customer_shipping_address_list.append( customer_shipping_address_map) customer_profile_map["customer_shipping_address_list"] = customer_shipping_address_list customer_profiles_list.append(customer_profile_map) for sale_commission in all_sales_commissions: if sale_commission.recycle_bin != True: sales_commission_map = {} sales_commission_map["sale_commission_id"] = str( sale_commission.id) sales_commission_map["commission_title"] = sale_commission.commission_title sales_commission_map["commission_description"] = sale_commission.commission_description sales_commission_map["commission_value"] = sale_commission.commission_value sales_commission_map["commission_period_start_date"] = sale_commission.commission_period_start_date if sale_commission.commission_period_start_date is not None else "" sales_commission_map["commission_period_end_date"] = sale_commission.commission_period_end_date if sale_commission.commission_period_end_date is not None else "" sales_commission_map["commission_module"] = sale_commission.commission_module # attach products sale_commission_products_list = [] sale_commission_products = sale_commission.product.all().order_by("-id") for commission_product in sale_commission_products: sale_commission_product_map = {} sale_commission_product_map["product_id"] = str( commission_product.product.id) sale_commission_product_map["product_name"] = commission_product.product.product_name sale_commission_products_list.append( sale_commission_product_map) sales_commission_map["sale_commission_products_list"] = sale_commission_products_list # attach sales persons sale_commission_sales_persons_list = [] sale_commission_sales_person = sale_commission.sales_person.all().order_by("-id") for sales_person in sale_commission_sales_person: sale_commission_sales_persons_map = {} sale_commission_sales_persons_map["sales_person_id"] = str( sales_person.id) if sales_person is not None else "" sale_commission_sales_persons_map[ "sales_person_name"] = f"{sales_person.first_name} {sales_person.last_name}" if sales_person is not None else "" sale_commission_sales_persons_list.append( sale_commission_sales_persons_map) creator_map = {} creator_map["staff_id"] = str( sale_commission.created_by.id) if sale_commission.created_by is not None else "" creator_map["staff_name"] = f'{sale_commission.created_by.first_name} {sale_commission.created_by.last_name}' if sale_commission.created_by is not None else "" creator_map["staff_position"] = sale_commission.created_by.staff_position.position_title if sale_commission.created_by.staff_position is not None else "" sales_commission_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( sale_commission.last_updated_by.id) if sale_commission.last_updated_by is not None else "" creator_map["staff_name"] = f'{sale_commission.last_updated_by.first_name} {sale_commission.last_updated_by.last_name}' if sale_commission.last_updated_by is not None else "" creator_map["staff_position"] = sale_commission.last_updated_by.staff_position.position_title if sale_commission.last_updated_by.staff_position is not None else "" sales_commission_map["last_updated_by"] = creator_map sales_commission_map["created_on"] = datetime.strftime( commission_sheet.created_on.astimezone(target_timezone), date_format) if sale_commission.created_on is not None else "" sales_commission_map["last_updated_on"] = datetime.strftime( sale_commission.last_updated_on.astimezone(target_timezone), date_format) if sale_commission.last_updated_on is not None else "" sales_commission_map["sale_commission_sales_persons_list"] = sale_commission_sales_persons_list sales_commissions_list.append(sales_commission_map) company_profile_map["company_branches_list"] = company_branches_list company_profile_map["warehouse_list"] = warehouse_list payload["supplier_list"] = supplier_list payload["active_staff_profile_data"] = active_staff_profile_data payload["category_list"] = category_list payload["customer_profiles_list"] = customer_profiles_list payload["company_profile"] = company_profile_map payload["sales_commissions_list"] = sales_commissions_list return Response({"message": "true", "payload": payload}, status=200) else: return Response({"message": "false", "payload": payload}, status=401) except: # Exception as e: # print(e) return Response({"message": "false", "payload": payload}, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def edit_product_features_and_attributes(request): active_user = request.user company_serial_number = request.data["serial_number"] product_features_catalogues_list = request.data.get( 'product_features_catalogues_list', []) product_features_catalogues_list = json.loads( product_features_catalogues_list) try: staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) if user_has_permission(staff_profile, "sales_and_marketing.product_catalog.edit"): for product_feature in product_features_catalogues_list: product_feature_instance = ProductFeaturesCatalogue.objects.get( id=int(product_feature["product_feature_id"])) feature_catalogue_serializer = ProductFeaturesCatalogueSerializer( instance=product_feature_instance, data={'product_feature_title': product_feature["product_feature_title"]}) if feature_catalogue_serializer.is_valid(): feature_catalogue_serializer.save() for attribute_feature in product_feature["product_features_attributes_list"]: attribute_instance = ProductFeaturesAttributes.objects.get( id=int(attribute_feature["feature_attribute_id"])) attribute_serializer = ProductFeaturesAttributesSerializer(instance=attribute_instance, data={ 'feature_attribute_title': attribute_feature["feature_attribute_title"], 'feature_attribute_description': attribute_feature["feature_attribute_description"]}) if attribute_serializer.is_valid(): attribute_serializer.save() return Response({"message": "Product features updated successfully", }, status=200) # else: # error_messages = [str(value[0]) # for value in feature_catalogue_serializer.errors.values()] # return Response({"message": error_messages[0], }, status=406) else: return Response({"message": "You are unauthorised to perform this action", }, status=401) except: # Exception as e: # print(e) return Response({"message": "Error updating product features", }, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def edit_product_components(request): active_user = request.user company_serial_number = request.data["serial_number"] product_components_list = request.data.get( 'product_components_list', []) product_components_list = json.loads( product_components_list) try: staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) # print(product_components_list) if user_has_permission(staff_profile, "sales_and_marketing.product_catalog.edit"): for product_component in product_components_list: # print(product_component) product_component_instance = ProductComponent.objects.get( id=int(product_component["product_component_id"])) product_component_serializer = ProductComponentSerializer(instance=product_component_instance, data={ 'component_name': product_component["component_name"], 'component_quantity': product_component["component_quantity"]}) if product_component_serializer.is_valid(): product_component_serializer.save() return Response({"message": "Product components updated successfully", }, status=200) # else: # error_messages = [str(value[0]) # for value in product_component_serializer.errors.values()] # return Response({"message": error_messages[0], }, status=406) else: return Response({"message": "You are unauthorised to perform this action", }, status=401) except: # Exception as e: # print(e) return Response({"message": "Error updating product components", }, status=500) # @api_view(['POST']) # @authentication_classes([TokenAuthentication]) # @permission_classes([IsAuthenticated]) # def edit_product_brands(request): # active_user = request.user # company_serial_number = request.data["serial_number"] # product_brands_list = request.data.get( # 'product_brands_list', []) # product_brands_list = json.loads( # product_brands_list) # try: # staff_profile = StaffProfile.objects.get(user=active_user) # company_profile = CompanyProfile.objects.get( # company_serial_number=company_serial_number) # if staff_profile.company_department.department_name == "sales" and staff_profile.is_head_of_department == True and staff_profile.has_read_write_priviledges == True and company_profile: # for product_brand in product_brands_list: # product_brand_instance = ProductComponent.objects.get( # id=int(product_brand["product_brand_id"])) # product_brand_serializer = ProductBrandSerializer(instance=product_brand_instance, data={ # 'product_brand_name': product_brand["product_brand_name"], 'product_brand_description': product_brand["product_brand_description"]}) # if product_brand_serializer.is_valid(): # product_brand_serializer.save() # return Response({"message": "Product brand updated successfully", }, status=200) # else: # error_messages = [str(value[0]) # for value in product_brand_serializer.errors.values()] # return Response({"message": error_messages[0], }, status=406) # else: # return Response({"message": "You are unauthorised to perform this action", }, status=401) # except Exception as e: # print(e) # return Response({"message": "Error updating product brands", }, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def edit_product_brands(request): active_user = request.user company_serial_number = request.data["serial_number"] product_brands_list = request.data.get( 'product_brands_list', []) product_brands_list = json.loads( product_brands_list) try: # print(product_brands_list) staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) if user_has_permission(staff_profile, "sales_and_marketing.product_catalog.edit"): for product_brand in product_brands_list: product_brand_instance = ProductBrand.objects.get( id=int(product_brand["product_brand_id"])) product_brand_serializer = ProductBrandSerializer(instance=product_brand_instance, data={ 'product_brand_name': product_brand["product_brand_name"], 'product_brand_description': product_brand["product_brand_description"]}) if product_brand_serializer.is_valid(): product_brand_serializer.save() else: print(product_brand_serializer.errors) return Response({"message": "Product brand updated successfully", }, status=200) # else: # error_messages = [str(value[0]) # for value in product_brand_serializer.errors.values()] # return Response({"message": error_messages[0], }, status=406) else: return Response({"message": "You are unauthorised to perform this action", }, status=401) except: # Exception as e: # print(e) return Response({"message": "Error updating product brands", }, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def edit_product_pricing(request): active_user = request.user company_serial_number = request.data["serial_number"] product_pricing_id = request.data["product_pricing_id"] product_net_price = request.data["product_net_price"] product_net_price_technician = request.data["product_net_price_technician"] product_net_price_reseller = request.data["product_net_price_reseller"] product_net_price_financier = request.data["product_net_price_financier"] product_net_price_engineering_procurement_contractor = request.data[ "product_net_price_engineering_procurement_contractor"] #product_net_price_hydraulic_engineers # product_net_price_hydraulic_engineers = request.data[ # "product_net_price_hydraulic_engineers"] try: staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) if user_has_permission(staff_profile, "sales_and_marketing.product_catalog.edit"): product_pricing_instance = ProductPricing.objects.get( id=int(product_pricing_id)) product_pricing_serializer = ProductPricingSerializer( instance=product_pricing_instance, data={'product_net_price': product_net_price, 'product_net_price_technician': product_net_price_technician, 'product_net_price_reseller': product_net_price_reseller, 'product_net_price_financier': product_net_price_financier, 'product_net_price_engineering_procurement_contractor': product_net_price_engineering_procurement_contractor}) if product_pricing_serializer.is_valid(): product_pricing_serializer.save() # send a notification to everyone subject = f"{product_pricing_instance.product.product_name} Update" message = f"The prices for {product_pricing_instance.product.product_name} have changed as follows; End users - {product_net_price}, Technicians - {product_net_price_technician}, Resellers - {product_net_price_reseller}, Financiers - {product_net_price_financier}, Engineering Procurement Contractors - {product_net_price_engineering_procurement_contractor}. Changes effected by {staff_profile.first_name} {staff_profile.last_name} ({staff_profile.staff_position.position_title})" # recipient_list = [f'{staff_requesting_leave.personal_email}'] # try: # send_general_mail(request, subject, # message, recipient_list) # except: # pass try: list_of_staff_ids = [] all_relevant_staff = StaffProfile.objects.filter( recycle_bin=False) for staff in all_relevant_staff: if staff.company_department != "human_resource_management" or staff.company_department != "warehouse_management": list_of_staff_ids.append( staff.id) notification_title = subject notification_body = message create_notifications(notification_title, notification_body, list_of_staff_ids) except: pass return Response({"message": "Product pricing updated successfully", }, status=200) else: error_messages = [str(value[0]) for value in product_pricing_serializer.errors.values()] return Response({"message": error_messages[0], }, status=406) else: return Response({"message": "You are unauthorised to perform this action", }, status=401) except Exception as e: print(e) return Response({"message": "Error updating product pricing", }, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def edit_product_discount(request): active_user = request.user company_serial_number = request.data["serial_number"] product_discount_id = request.data["product_discount_id"] discount_type = request.data["discount_type"] discount_value = request.data["discount_value"] try: staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) if user_has_permission(staff_profile, "sales_and_marketing.product_catalog.edit"): product_discount_instance = ProductDiscount.objects.get( id=int(product_discount_id)) product_discount_serializer = ProductDiscountSerializer( instance=product_discount_instance, data={'discount_type': discount_type, 'discount_value': discount_value}) if product_discount_serializer.is_valid(): product_discount_serializer.save() return Response({"message": "Product discount updated successfully", }, status=200) else: error_messages = [str(value[0]) for value in product_discount_serializer.errors.values()] return Response({"message": error_messages[0], }, status=406) else: return Response({"message": "You are unauthorised to perform this action", }, status=401) except: # Exception as e: # print(e) return Response({"message": "Error updating product discount", }, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def edit_product_vat(request): active_user = request.user company_serial_number = request.data["serial_number"] product_vat_id = request.data["product_vat_id"] vat_percentage_value = request.data["vat_percentage_value"] try: staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) if user_has_permission(staff_profile, "sales_and_marketing.product_catalog.edit"): product_vat_instance = ProductVAT.objects.get( id=int(product_vat_id)) product_vat_serializer = ProductVATSerializer( instance=product_vat_instance, data={'vat_percentage_value': vat_percentage_value, }) if product_vat_serializer.is_valid(): product_vat_serializer.save() return Response({"message": "Product V.A.T value updated successfully", }, status=200) else: error_messages = [str(value[0]) for value in product_vat_serializer.errors.values()] return Response({"message": error_messages[0], }, status=406) else: return Response({"message": "You are unauthorised to perform this action", }, status=401) except: # Exception as e: # print(e) return Response({"message": "Error updating product discount", }, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def create_landed_cost(request): active_user = request.user company_serial_number = request.data["serial_number"] name_of_expense = request.data["name_of_expense"] description_of_calculation = request.data["description_of_calculation"] try: staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) if user_has_permission(staff_profile, "sales_and_marketing.landed_cost.add"): landed_cost_serializer = LandedCostSerializer( data={'company_profile': company_profile.id, 'name_of_expense': name_of_expense, 'description_of_calculation': description_of_calculation, 'created_by': staff_profile.id, 'last_updated_by': staff_profile.id}) if landed_cost_serializer.is_valid(): landed_cost_serializer.save() return Response({"message": "Landed cost created successfully", }, status=200) else: return Response({"message": "Unable to create landed cost", }, status=406) else: return Response({"message": "You are unauthorised to perform this action", }, status=401) except: return Response({"message": "Error creating landed cost", }, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def edit_landed_cost(request): active_user = request.user company_serial_number = request.data["serial_number"] name_of_expense = request.data["name_of_expense"] description_of_calculation = request.data["description_of_calculation"] landed_cost_id = request.data["landed_cost_id"] try: staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) landed_cost_instance = LandedCost.objects.get(id=int(landed_cost_id)) if user_has_permission(staff_profile, "sales_and_marketing.landed_cost.edit"): landed_cost_serializer = LandedCostSerializer(instance=landed_cost_instance, data={'company_profile': company_profile.id, 'name_of_expense': name_of_expense, 'description_of_calculation': description_of_calculation, 'created_by': staff_profile.id, 'last_updated_by': staff_profile.id}) if landed_cost_serializer.is_valid(): landed_cost_serializer.save() return Response({"message": "Landed cost edited successfully", }, status=200) else: return Response({"message": "Unable to edit landed cost", }, status=406) else: return Response({"message": "You are unauthorised to perform this action", }, status=401) except: return Response({"message": "Error editing landed cost", }, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def delete_landed_cost(request): active_user = request.user company_serial_number = request.data["serial_number"] landed_cost_id = request.data["landed_cost_id"] try: staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) # if (staff_profile.company_department.department_name == "sales") and staff_profile.is_head_of_department == True and staff_profile.has_read_write_priviledges == True and company_profile: if user_has_permission(staff_profile, "sales_and_marketing.landed_cost.delete"): landed_cost_instance = LandedCost.objects.get( id=int(landed_cost_id)) if landed_cost_instance.recycle_bin != True: landed_cost_instance.recycle_bin = True landed_cost_instance.save() return Response({"message": "Landed cost deleted successfully", }, status=200) else: landed_cost_instance.delete() return Response({"message": "You have permanently deleted landed cost", }, status=200) else: return Response({"message": "You are unauthorized to perform this action", }, status=401) except: return Response({"message": "Error deleting landed cost", }, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def create_customer(request): active_user = request.user company_serial_number = request.data["serial_number"] customer_first_name = request.data["customer_first_name"] customer_last_name = request.data["customer_last_name"] email_address = request.data["email_address"] phone_number = request.data["phone_number"] customer_title = request.data["customer_title"] company_name = request.data["company_name"] customer_type = request.data["customer_type"] customer_account_manager_id = request.data.get("customer_account_manager_id", "") phone_number_exists = False try: staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) # RBAC for the ERP UI; legacy sales/marketing department for the CRM contract. authorized = ( user_has_permission(staff_profile, "sales_and_marketing.customer.add") or check_if_system_administrator(staff_profile) ) if not authorized and staff_profile.company_department is not None: authorized = staff_profile.company_department.department_name in ("sales", "marketing") if authorized: try: existing_cus = CustomerProfile.objects.get( phone_number=phone_number) if existing_cus is not None: phone_number_exists = True except Exception: pass if phone_number_exists != True: password = generate_random_string(6) serializers = UserSerializer( data={'username': email_address, 'password': password}) if serializers.is_valid(): user = serializers.save() authenticate( username=email_address, password=password) customer_profile, _created = CustomerProfile.objects.get_or_create( user=user, email_address=user.username, company_profile=company_profile, customer_first_name=customer_first_name, customer_last_name=customer_last_name, phone_number=phone_number, customer_title=customer_title, company_name=company_name, customer_type=customer_type, is_profile_set=True, ) # Assign the account manager (ported from live CRM flow). if customer_account_manager_id: try: cam_staff = StaffProfile.objects.get( id=int(customer_account_manager_id)) CustomerAccountManager.objects.get_or_create( customer_profile=customer_profile, defaults={"staff_profile": cam_staff}) # new managed customer changes portfolio metrics — refresh CRM try: from megawatt_api.crm_webhook import notify_crm_staff_performance notify_crm_staff_performance([cam_staff.id]) except Exception as perf_error: print(perf_error) except Exception: pass recipient_list = [f'{email_address}'] message = "You have been successfully registered on Megawatt Energies Customer Platform. We're excited to welcome you to the Megawatt Energies family!" try: send_email_signup(request, message, recipient_list) except Exception: pass return Response({"message": "Customer account created successfully", }, status=200) return Response({"message": "Unable to create customer account", }, status=406) return Response({"message": "A customer with a similar phone number already exists", }, status=406) return Response({"message": "You are unauthorized to perform this action", }, status=401) except Exception: return Response({"message": "Error creating customer account", }, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def edit_customer(request): active_user = request.user company_serial_number = request.data["serial_number"] customer_first_name = request.data["customer_first_name"] customer_last_name = request.data["customer_last_name"] email_address = request.data["email_address"] phone_number = request.data["phone_number"] customer_title = request.data["customer_title"] company_name = request.data["company_name"] customer_type = request.data["customer_type"] customer_id = request.data.get("customer_id", "") kra_pin = request.data["kra_pin"] certificate_of_registration_number = request.data["certificate_of_registration_number"] try: staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) # if (staff_profile.company_department.department_name == "sales") and staff_profile.is_head_of_department == True and staff_profile.has_read_write_priviledges == True and company_profile: if user_has_permission(staff_profile, "sales_and_marketing.customer.edit"): # password = generate_random_string(6) # Resolve by id, falling back to email within the company (CRM-safe). customer_profile_instance = None if customer_id: try: customer_profile_instance = CustomerProfile.objects.get( id=int(customer_id), company_profile=company_profile) except (ValueError, CustomerProfile.DoesNotExist): customer_profile_instance = None if customer_profile_instance is None: try: customer_profile_instance = CustomerProfile.objects.get( email_address__iexact=email_address, company_profile=company_profile) except CustomerProfile.DoesNotExist: return Response({"message": "Customer account not found", }, status=406) serializers = CustomerProfileSerializer(instance=customer_profile_instance, data={'customer_first_name': customer_first_name, 'customer_last_name': customer_last_name, 'kra_pin': kra_pin, 'certificate_of_registration_number': certificate_of_registration_number, 'email_address': email_address, 'phone_number': phone_number, 'customer_title': customer_title, 'company_name': company_name, 'customer_type': customer_type}) if serializers.is_valid(): serializers.save() return Response({"message": "Customer account updated successfully", }, status=200) else: print(serializers.errors) return Response({"message": "Unable to update customer account", }, 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 updating customer account", }, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def delete_customer(request): active_user = request.user company_serial_number = request.data["serial_number"] customer_id_to_delete = request.data["customer_id_to_delete"] try: staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) # if (staff_profile.company_department.department_name == "sales") and staff_profile.is_head_of_department == True and staff_profile.has_read_write_priviledges == True and company_profile: if user_has_permission(staff_profile, "sales_and_marketing.customer.delete"): customer_instance = CustomerProfile.objects.get( id=int(customer_id_to_delete)) if customer_instance.recycle_bin != True: customer_instance.recycle_bin = True customer_instance.save() return Response({"message": "Customer account deleted successfully", }, status=200) else: corresponding_user = customer_instance.user customer_instance.delete() corresponding_user.delete() return Response({"message": "You have permanently deleted customer account", }, status=200) else: return Response({"message": "You are unauthorized to perform this action", }, status=401) except: return Response({"message": "Error deleting customer account", }, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def create_sale_outlet(request): active_user = request.user company_serial_number = request.data["serial_number"] sale_outlet_name = request.data["sale_outlet_name"] # company_branch_id = request.data["company_branch_id"] sale_outlet_location = request.data["sale_outlet_location"] sale_outlet_contact_phone = request.data["sale_outlet_contact_phone"] sale_outlet_description = request.data["sale_outlet_description"] # print(request.data) try: staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) if user_has_permission(staff_profile, "sales_and_marketing.sale_outlet.add"): company_branch_id = staff_profile.company_branch.id sale_outlet_serializer = SaleOutletSerializer(data={'company_branch': int(company_branch_id), 'sale_outlet_name': sale_outlet_name, 'sale_outlet_location': sale_outlet_location, 'sale_outlet_contact_phone': sale_outlet_contact_phone, 'sale_outlet_description': sale_outlet_description}) if sale_outlet_serializer.is_valid(): sale_outlet_serializer.save() return Response({"message": "Sale outlet created successfully", }, status=200) else: error_messages = [str(value[0]) for value in sale_outlet_serializer.errors.values()] Response({"message": error_messages[0], }, 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 sale outlet", }, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def create_sale_quotation(request): active_user = request.user company_serial_number = request.data["serial_number"] quotation_net_value = request.data["quotation_net_value"] customer_id = request.data["customer_id"] sales_quotation_items_list = request.data.get( 'sales_quotation_items_list', []) sales_quotation_items_list = json.loads( sales_quotation_items_list) try: staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) if user_has_permission(staff_profile, "sales_and_marketing.quotation.add"): company_branch = staff_profile.company_branch ok, stock_error = validate_line_items_stock(company_branch, sales_quotation_items_list) if not ok: return Response({"message": stock_error}, status=406) customer_profile = CustomerProfile.objects.get(id=int(customer_id)) sale_quotation_instance = SalesQuotation.objects.create( quotation_net_value=str(quotation_net_value), company_branch=company_branch, created_by=staff_profile, last_updated_by=staff_profile, customer_profile=customer_profile, ) for sale_quotation_item in sales_quotation_items_list: product_id = sale_quotation_item["product_id"] quantity = sale_quotation_item["quantity"] price_per_item = sale_quotation_item["price_per_item"] discount_per_item = sale_quotation_item["discount_per_item"] gross_subtotal = sale_quotation_item["gross_subtotal"] total_discount = sale_quotation_item["total_discount"] net_subtotal = sale_quotation_item["net_subtotal"] request_price_change = True if str( sale_quotation_item.get("request_price_change", "false")).lower() == "true" else False requested_new_price_after_discount = sale_quotation_item.get( "requested_new_price_after_discount", "0.00") quotation_item_serializer = SalesQuotationItemSerializer(data={'sales_quotation': sale_quotation_instance.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, 'request_price_change': request_price_change, 'requested_new_price_after_discount': requested_new_price_after_discount}) if quotation_item_serializer.is_valid(): quotation_item_serializer.save() else: sale_quotation_instance.delete() return Response({"message": "Error creating quotation item", }, status=406) return Response({ "message": "Sale quotation created successfully", "payload": { "sale_quotation_id": str(sale_quotation_instance.id), "sales_quotation_number": sale_quotation_instance.sales_quotation_number, }, }, status=200) else: return Response({"message": "You are unauthorized to perform this action", }, status=401) except Exception as e: print(e) return Response({"message": "Error creating sale quotation", }, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def approve_sale_quotation(request): active_user = request.user company_serial_number = request.data["serial_number"] sale_quotation_id = int(request.data["sale_quotation_id"]) try: staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) sale_quotation_instance = SalesQuotation.objects.get( id=sale_quotation_id) # if (staff_profile.company_department.department_name == "sales") and staff_profile.is_head_of_department == True and staff_profile.has_read_write_priviledges == True and company_profile: if user_has_permission(staff_profile, "sales_and_marketing.quotation.approve"): sale_quotation_instance = SalesQuotation.objects.get( id=sale_quotation_id) sale_quotation_instance.sales_quotation_approved = True sale_quotation_instance.save() try: from sales_and_marketing.crm_quote_sync import sync_quotation_to_crm sync_quotation_to_crm(sale_quotation_instance, event="approved") except Exception as crm_exc: print(crm_exc) return Response({"message": "Sale quotation approved successfully"}, status=200) else: return Response({"message": "You are unauthorised to perform this action"}, status=401) except: return Response({"message": "Error approving sale quotation"}, status=200) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def edit_sale_quotation_items(request): active_user = request.user company_serial_number = request.data["serial_number"] sale_quotation_id = int(request.data["sale_quotation_id"]) quotation_net_value = 0.00 sales_quotation_items_list = request.data.get( 'sales_quotation_items_list', []) sales_quotation_items_list = json.loads( sales_quotation_items_list) quotation_price_change_request_active = False try: staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) # if (staff_profile.company_department.department_name == "sales") and staff_profile.is_head_of_department == True and staff_profile.has_read_write_priviledges == True and company_profile: if user_has_permission(staff_profile, "sales_and_marketing.quotation.edit"): company_branch = staff_profile.company_branch ok, stock_error = validate_line_items_stock(company_branch, sales_quotation_items_list) if not ok: return Response({"message": stock_error}, status=406) sale_quotation_instance = SalesQuotation.objects.get( id=sale_quotation_id) quotation_price_change_request_active = sale_quotation_instance.quotation_price_change_request_active existing_sales_quotation_items = sale_quotation_instance.sales_quotation_items.all() for existing_item in existing_sales_quotation_items: existing_item.delete() for sale_quotation_item in sales_quotation_items_list: product_id = sale_quotation_item["product_id"] quantity = sale_quotation_item["quantity"] price_per_item = sale_quotation_item["price_per_item"] discount_per_item = sale_quotation_item["discount_per_item"] gross_subtotal = sale_quotation_item["gross_subtotal"] total_discount = sale_quotation_item["total_discount"] net_subtotal = sale_quotation_item["net_subtotal"] request_price_change = True if sale_quotation_item[ "request_price_change"] == "true" else False if quotation_price_change_request_active != True and request_price_change == True: quotation_price_change_request_active = True # create a notification try: list_of_staff_ids = get_hod_technical_sales_ids() notification_title = "Price Change Request" notification_body = f"Price change requested on sale quotation {sale_quotation_instance.sales_quotation_number}. Your approval is required urgently!" create_notifications(notification_title, notification_body, list_of_staff_ids) except Exception as e: print(e) pass # requested_new_price_after_discount = sale_quotation_item[ "requested_new_price_after_discount"] quotation_item_serializer = SalesQuotationItemSerializer(data={'sales_quotation': sale_quotation_instance.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, 'request_price_change': request_price_change, 'requested_new_price_after_discount': requested_new_price_after_discount}) if quotation_item_serializer.is_valid(): quotation_item_serializer.save() quotation_net_value += float( sale_quotation_item["net_subtotal"]) else: print(quotation_item_serializer.errors) sale_quotation_instance.quotation_net_value = f"{quotation_net_value}" sale_quotation_instance.quotation_price_change_request_active = quotation_price_change_request_active sale_quotation_instance.save() try: from sales_and_marketing.crm_quote_sync import sync_quotation_to_crm sync_quotation_to_crm(sale_quotation_instance, event="updated") except Exception as crm_exc: print(crm_exc) return Response({"message": "Sale quotation updated successfully", }, status=200) else: return Response({"message": "You are unauthorized to perform this action", }, status=401) except Exception as e: print(e) return Response({"message": "Error editing sale quotation", }, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def approve_price_change_quotation(request): active_user = request.user company_serial_number = request.data["serial_number"] sale_quotation_id = int(request.data["sale_quotation_id"]) quotation_net_value = 0.00 sales_quotation_items_list = request.data.get( 'sales_quotation_items_list', []) sales_quotation_items_list = json.loads( sales_quotation_items_list) # quotation_price_change_request_active = False try: staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) if user_has_permission(staff_profile, "sales_and_marketing.quotation.approve"): sale_quotation_instance = SalesQuotation.objects.get( id=sale_quotation_id) existing_sales_quotation_items = sale_quotation_instance.sales_quotation_items.all() for existing_item in existing_sales_quotation_items: existing_item.delete() for sale_quotation_item in sales_quotation_items_list: product_id = sale_quotation_item["product_id"] quantity = sale_quotation_item["quantity"] price_per_item = sale_quotation_item["price_per_item"] discount_per_item = sale_quotation_item["discount_per_item"] gross_subtotal = sale_quotation_item["gross_subtotal"] total_discount = sale_quotation_item["total_discount"] net_subtotal = sale_quotation_item["net_subtotal"] request_price_change = True if sale_quotation_item[ "request_price_change"] == "true" else False requested_new_price_after_discount = sale_quotation_item[ "requested_new_price_after_discount"] requested_price_change_approved = True if sale_quotation_item[ "requested_price_change_approved"] == "true" else False # if requested_price_change_approved == True: quotation_item_serializer = SalesQuotationItemSerializer(data={'sales_quotation': sale_quotation_instance.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, 'request_price_change': request_price_change, 'requested_new_price_after_discount': requested_new_price_after_discount, 'requested_price_change_approved': requested_price_change_approved}) if quotation_item_serializer.is_valid(): quotation_item_serializer.save() quotation_net_value += float( sale_quotation_item["net_subtotal"]) else: print(quotation_item_serializer.errors) sale_quotation_instance.quotation_net_value = f"{quotation_net_value}" sale_quotation_instance.quotation_price_change_request_active = False sale_quotation_instance.save() try: from sales_and_marketing.crm_quote_sync import sync_quotation_to_crm sync_quotation_to_crm(sale_quotation_instance, event="price_change_approved") except Exception as crm_exc: print(crm_exc) return Response({"message": "Sale quotation updated successfully", }, status=200) else: return Response({"message": "You are unauthorized to perform this action", }, status=401) except Exception as e: print(e) return Response({"message": "Error editing sale quotation", }, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def create_customer_order(request): date_format = '%d/%m/%Y' active_user = request.user try: company_serial_number = request.data["serial_number"] customer_id = request.data["customer_id"] customer_order_type = request.data["customer_order_type"] 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 = request.data["customer_order_approved"] sales_person_id = request.data["sales_person_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', []) customer_order_items_list = json.loads( customer_order_items_list) staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) # if (staff_profile.company_department.department_name == "sales") and staff_profile.is_head_of_department == True and staff_profile.has_read_write_priviledges == True and company_profile: if user_has_permission(staff_profile, "sales_and_marketing.customer_order.add"): company_branch = staff_profile.company_branch ok, stock_error = validate_line_items_stock(company_branch, customer_order_items_list) if not ok: return Response({"message": stock_error}, status=406) customer_profile = None sales_person = None try: if len(customer_id) > 0: customer_profile = CustomerProfile.objects.get( id=int(customer_id)) except: customer_profile = None try: if len(sales_person_id) > 0: sales_person = StaffProfile.objects.get( id=int(sales_person_id)) except: sales_person = None customer_order_serializer = CustomerOrderSerializer( data={'company_branch': company_branch.id, 'customer_profile': customer_profile.id, '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': sales_person.id, 'created_by': staff_profile.id, 'last_updated_by': staff_profile.id}) if customer_order_serializer.is_valid(): new_order = customer_order_serializer.save() 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() # notify finance department try: list_of_staff_ids = [] # get finance department staff 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: pass 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']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def convert_quotation_to_order(request): """Convert an approved ERP quotation into a customer order. Mirrors CRM push-to-ERP: stock reservation, finance notification, and CRM webhooks for stock + performance + quote conversion status. """ from datetime import date as date_cls from decimal import Decimal from sales_and_marketing.models import CustomerOrder, CustomerOrderItem, SalesQuotationItem from sales_and_marketing.crm_quote_sync import ( build_crm_quotation_converted_payload, quotation_has_price_change, ) from megawatt_api.crm_quote_webhook import notify_crm_quotation from megawatt_api.crm_webhook import notify_crm_staff_performance, account_manager_staff_ids_for_order from megawatt_api.stock_webhook import notify_crm_stock date_format = '%d/%m/%Y' try: company_serial_number = request.data["serial_number"] sale_quotation_id = int(request.data["sale_quotation_id"]) expected_delivery_date = request.data.get("expected_delivery_date", "") sales_person_id = request.data.get("sales_person_id", "") staff_profile = StaffProfile.objects.get(user=request.user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) if not user_has_permission(staff_profile, "sales_and_marketing.customer_order.add"): return Response({"message": "You are unauthorized to perform this action"}, status=401) quotation = SalesQuotation.objects.get(id=sale_quotation_id, recycle_bin=False) if CustomerOrder.objects.filter(source_quotation=quotation, recycle_bin=False).exists(): return Response({"message": "Quotation already converted to an order"}, status=406) if quotation_has_price_change(quotation) and not quotation.sales_quotation_approved: return Response({ "message": "Quotation requires price-change approval before conversion", }, status=406) line_items = [] for qi in SalesQuotationItem.objects.filter(sales_quotation=quotation): line_items.append({ "product_id": str(qi.product_id), "quantity": qi.quantity, "price_per_item": qi.price_per_item, "discount_per_item": qi.discount_per_item, "gross_subtotal": qi.gross_subtotal, "total_discount": qi.total_discount, "net_subtotal": qi.net_subtotal, }) company_branch = staff_profile.company_branch ok, stock_error = validate_line_items_stock(company_branch, line_items) if not ok: return Response({"message": stock_error}, status=406) def _d(v): return Decimal(str(v or "0").replace(",", "") or "0") gross_total = Decimal("0") discount_total = Decimal("0") net_total = Decimal("0") for qi in SalesQuotationItem.objects.filter(sales_quotation=quotation): gross_total += _d(qi.gross_subtotal) discount_total += _d(qi.total_discount) net_total += _d(qi.net_subtotal) sales_person = staff_profile if sales_person_id and len(str(sales_person_id)) > 0: try: sales_person = StaffProfile.objects.get(id=int(sales_person_id)) except Exception: sales_person = staff_profile delivery = date_cls.today() if expected_delivery_date and len(str(expected_delivery_date)) > 0: delivery = datetime.strptime( expected_delivery_date, date_format).date() customer_order_serializer = CustomerOrderSerializer(data={ 'company_branch': company_branch.id, 'customer_profile': quotation.customer_profile_id, 'source_quotation': quotation.id, 'customer_order_type': 'order_offline', 'customer_order_description': quotation.sales_quotation_number, 'customer_order_total_gross_value': str(gross_total.quantize(Decimal("0.01"))), 'customer_order_total_discount': str(discount_total.quantize(Decimal("0.01"))), 'customer_order_total_net_value': str(net_total.quantize(Decimal("0.01"))), 'customer_order_approved': False, 'expected_delivery_date': delivery, 'sales_person': sales_person.id, 'created_by': staff_profile.id, 'last_updated_by': staff_profile.id, 'origin': 'erp', }) if not customer_order_serializer.is_valid(): return Response({"message": "Error creating customer order"}, status=406) new_order = customer_order_serializer.save() for qi in SalesQuotationItem.objects.filter(sales_quotation=quotation): CustomerOrderItem.objects.create( customer_order=new_order, product=qi.product, quantity=qi.quantity, price_per_item=qi.price_per_item, discount_per_item=qi.discount_per_item, gross_subtotal=qi.gross_subtotal, total_discount=qi.total_discount, net_subtotal=qi.net_subtotal, ) 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) try: finance_dept = CompanyDepartment.objects.get( department_name="finance_and_accounting") finance_ids = list( StaffProfile.objects.filter(company_department=finance_dept).values_list("id", flat=True)) create_notifications( f"Customer Order {new_order.customer_order_number}", f"A new customer order of number {new_order.customer_order_number} has been created. Approval by finance department is required.", finance_ids, ) except Exception: pass try: notify_crm_staff_performance(account_manager_staff_ids_for_order(new_order)) except Exception as perf_error: print(perf_error) try: notify_crm_quotation(build_crm_quotation_converted_payload(quotation, new_order)) except Exception as crm_exc: print(crm_exc) return Response({ "message": f"Customer order {new_order.customer_order_number} created from quotation", "payload": { "customer_order_id": str(new_order.id), "customer_order_number": new_order.customer_order_number, }, }, status=200) except SalesQuotation.DoesNotExist: return Response({"message": "Quotation not found"}, status=404) except Exception as e: print(e) return Response({"message": "Error converting quotation to order"}, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def create_sale_order(request): active_user = request.user company_serial_number = request.data["serial_number"] customer_order_id = request.data["customer_order_id"] # sale_outlet_id = request.data["sale_outlet_id"] warehouse_id = request.data["warehouse_id"] sales_order_description = request.data["sales_order_description"] # sales_order_items_list = request.data.get( # 'sales_order_items_list', []) # sales_order_items_list = json.loads( # sales_order_items_list) try: staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) # if (staff_profile.company_department.department_name == "sales") and staff_profile.is_head_of_department == True and staff_profile.has_read_write_priviledges == True and company_profile: if user_has_permission(staff_profile, "sales_and_marketing.customer_order.add"): # company_branch = staff_profile.company_branch sales_order_serializer = SalesOrderSerializer( data={'customer_order': int(customer_order_id), 'warehouse': int(warehouse_id), 'sales_order_description': sales_order_description, 'created_by': staff_profile.id, 'last_updated_by': staff_profile.id}) if sales_order_serializer.is_valid(): new_sales_order = sales_order_serializer.save() customer_order_instance = CustomerOrder.objects.get( id=int(customer_order_id)) for sale_order_item in customer_order_instance.customer_order_items.all(): product_id = sale_order_item.product.id quantity = sale_order_item.quantity sale_order_item_serializer = SalesOrderItemsSerializer( data={'sales_order': new_sales_order.id, 'product': product_id, 'quantity': quantity}) if sale_order_item_serializer.is_valid(): sale_order_item_serializer.save() # create stock requisition stock_requisition_serializer = StockRequisitionSerializer( data={'warehouse': int(warehouse_id), 'stock_requisition_description': new_sales_order.sales_order_number, 'created_by': staff_profile.id, 'last_updated_by': staff_profile.id, }) if stock_requisition_serializer.is_valid(): new_stock_requisition = stock_requisition_serializer.save() for sale_order_item in customer_order_instance.customer_order_items.all(): product_id = sale_order_item.product.id quantity = sale_order_item.quantity stock_requisition_instance_serializer = StockRequisitionInstanceSerializer( data={'product': product_id, 'quantity': quantity, 'stock_requisition': new_stock_requisition.id, 'created_by': staff_profile.id, 'last_updated_by': staff_profile.id, }) if stock_requisition_instance_serializer.is_valid(): stock_requisition_instance_serializer.save() try: # notify warehouse active_warehouse = Warehouse.objects.get( id=int(warehouse_id)) warehouse_branch = active_warehouse.company_branch all_warehouse_heads = StaffProfile.objects.filter( company_branch=warehouse_branch, is_head_of_department=True) list_of_staff_ids = [] for warehouse_staff in all_warehouse_heads: list_of_staff_ids.append( warehouse_staff.id) notification_title = f"New Stock Requisition Created" notification_body = f"Stock requisition of number {new_stock_requisition.stock_requisition_number} has been created. Approval by warehouse department is required." create_notifications(notification_title, notification_body, list_of_staff_ids) except: pass else: pass # print(stock_requisition_serializer.errors) # end of creating stock requisition return Response({"message": "Sale order created successfully", }, status=200) else: # print(sales_order_serializer.errors) return Response({"message": "Unable to create sale order", }, status=406) else: return Response({"message": "You are unauthorised to perform this action", }, status=401) except: # Exception as e: # print(e) return Response({"message": "Error creating sales order", }, status=500) # @api_view(['POST']) # @authentication_classes([TokenAuthentication]) # @permission_classes([IsAuthenticated]) # def create_customer_order_payment(request): # active_user = request.user # company_serial_number = request.data["serial_number"] # customer_order_id = request.data["customer_order_id"] # payment_method = request.data["payment_method"] # payer_account_number = request.data["payer_account_number"] # try: # staff_profile = StaffProfile.objects.get(user=active_user) # company_profile = CompanyProfile.objects.get( # company_serial_number=company_serial_number) # if staff_profile.company_department.department_name == "sales" and staff_profile.is_head_of_department == True and staff_profile.has_read_write_priviledges == True and company_profile: # customer_order_payment_serializer = CustomerOrderPaymentSerializer(data={'customer_order': int( # customer_order_id), 'payment_method': payment_method, 'payer_account_number': payer_account_number}) # if customer_order_payment_serializer.is_valid(): # new_payment = customer_order_payment_serializer.save() # return Response({"message": f"payment {new_payment.payment_number} created successfully", }, status=200) # else: # error_messages = [str(value[0]) # for value in customer_order_payment_serializer.errors.values()] # Response({"message": error_messages[0], }, 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 order payment", }, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def edit_customer_order(request): active_user = request.user date_format = '%d/%m/%Y' try: company_serial_number = request.data["serial_number"] customer_order_id = request.data["customer_order_id"] customer_order_fulfilled_for_transit = True if request.data[ "customer_order_fulfilled_for_transit"] == "true" else False customer_ordered_delivered_to_destination = True if request.data[ "customer_ordered_delivered_to_destination"] == "true" else False customer_order_picked_by_customer = True if request.data[ "customer_order_picked_by_customer"] == "true" else False customer_order_cancelled_by_customer = True if request.data[ "customer_order_cancelled_by_customer"] == "true" else False customer_order_cancelled_by_sales_team = True if request.data[ "customer_order_cancelled_by_sales_team"] == "true" else False 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 company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) staff_profile = StaffProfile.objects.get(user=active_user) # if (staff_profile.company_department.department_name == "sales") and staff_profile.is_head_of_department == True and staff_profile.has_read_write_priviledges == True and company_profile: if user_has_permission(staff_profile, "sales_and_marketing.customer_order.edit"): customer_order_instance = CustomerOrder.objects.get( id=int(customer_order_id)) # customer_order_instance.customer_order_approved = True customer_order_serializer = CustomerOrderSerializer(instance=customer_order_instance, data={'customer_order_fulfilled_for_transit': customer_order_fulfilled_for_transit, 'customer_ordered_delivered_to_destination': customer_ordered_delivered_to_destination, 'customer_order_picked_by_customer': customer_order_picked_by_customer, 'customer_order_cancelled_by_customer': customer_order_cancelled_by_customer, 'customer_order_cancelled_by_sales_team': customer_order_cancelled_by_sales_team, 'expected_delivery_date': expected_delivery_date}) if customer_order_serializer.is_valid(): customer_order_serializer.save() try: sales_order = SalesOrder.objects.get( customer_order=customer_order_instance) sales_order.sales_order_fulfilled = customer_order_fulfilled_for_transit sales_order.save() except: pass return Response({"message": "Customer order updated successfully", }, status=200) else: return Response({"message": "Unable to update customer order", }, status=406) else: return Response({"message": "You are unauthorised to perform this action", }, status=401) except: # Exception as e: # print(e) return Response({"message": "Error updating customer order", }, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def delete_sale_quotation(request): active_user = request.user company_serial_number = request.data["serial_number"] sale_quotation_id_to_delete = request.data["sale_quotation_id_to_delete"] try: staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) # if (staff_profile.company_department.department_name == "sales") and staff_profile.is_head_of_department == True and staff_profile.has_read_write_priviledges == True and company_profile: if user_has_permission(staff_profile, "sales_and_marketing.quotation.delete"): sale_quotation_instance = SalesQuotation.objects.get( id=int(sale_quotation_id_to_delete)) if sale_quotation_instance.recycle_bin != True: sale_quotation_instance.recycle_bin = True sale_quotation_instance.save() return Response({"message": "Sale quotation deleted successfully", }, status=200) else: sale_quotation_instance.delete() return Response({"message": "You have permanently deleted sale quotation", }, status=200) else: return Response({"message": "You are unauthorized to perform this action", }, status=401) except: return Response({"message": "Error deleting sale quotation", }, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def delete_customer_order(request): active_user = request.user company_serial_number = request.data["serial_number"] customer_order_id_to_delete = request.data["customer_order_id_to_delete"] try: staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) # if (staff_profile.company_department.department_name == "sales") and staff_profile.is_head_of_department == True and staff_profile.has_read_write_priviledges == True and company_profile: if user_has_permission(staff_profile, "sales_and_marketing.customer_order.delete"): customer_order_instance = CustomerOrder.objects.get( id=int(customer_order_id_to_delete)) if customer_order_instance.recycle_bin != True: customer_order_instance.recycle_bin = True customer_order_instance.save() return Response({"message": "Customer order deleted successfully", }, status=200) else: customer_order_instance.delete() return Response({"message": "You have permanently deleted customer order", }, status=200) else: return Response({"message": "You are unauthorized to perform this action", }, status=401) except: return Response({"message": "Error deleting customer order", }, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def create_purchase_order(request): active_user = request.user company_serial_number = request.data["serial_number"] purchase_order_product_instances_list = request.data.get( 'purchase_order_product_instances', []) purchase_order_product_instances_list = json.loads( purchase_order_product_instances_list) try: staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) # if (staff_profile.company_department.department_name == "sales") and staff_profile.is_head_of_department == True and staff_profile.has_read_write_priviledges == True and company_profile: if user_has_permission(staff_profile, "sales_and_marketing.purchase_order_sales.add"): purchase_order_serializer = purchaseOrderSerializer( data={'company_profile': company_profile.id, 'created_by': staff_profile.id, 'last_updated_by': staff_profile.id}) if purchase_order_serializer.is_valid(): new_purchase_order = purchase_order_serializer.save() # create purchase instance purchase_order_value_overall = 0.00 purchase_order_landed_costs_overall = 0.00 for product_instance in purchase_order_product_instances_list: supplier_id = product_instance["supplier_id"] purchase_product_id = product_instance["purchase_product_id"] purchase_value_per_unit = product_instance["purchase_value_per_unit"] cost_currency = product_instance["cost_currency"] exchange_rate = product_instance["exchange_rate"] purchase_value_overall = product_instance["purchase_value_overall"] quantity_purchased = product_instance["quantity_purchased"] product_purchase_instance_serializer = productPurchaseInstanceSerializer(data={'purchase_order': new_purchase_order.id, 'supplier': int( supplier_id), 'purchase_product': int(purchase_product_id), 'purchase_value_per_unit': purchase_value_per_unit, 'cost_currency': cost_currency, 'exchange_rate': exchange_rate, 'purchase_value_overall': purchase_value_overall, 'quantity_purchased': quantity_purchased}) if product_purchase_instance_serializer.is_valid(): new_product_purchase_instance = product_purchase_instance_serializer.save() purchase_order_value_overall += float(new_product_purchase_instance.purchase_value_overall)*float( new_product_purchase_instance.exchange_rate) # create landed cost instances and attach landed_cost_product_purchase_instances_list = [] landed_cost_product_purchase_instances_list = product_instance[ "landed_cost_product_purchase_instances_list"] for landed_cost_instance in landed_cost_product_purchase_instances_list: if landed_cost_instance["selected"] == "true": landed_cost_id = landed_cost_instance["landed_cost_id"] cost_value = landed_cost_instance["cost_value"] cost_currency = landed_cost_instance["cost_currency"] exchange_rate = landed_cost_instance["exchange_rate"] cost_amount_paid = landed_cost_instance["cost_amount_paid"] cost_amount_due = landed_cost_instance["cost_amount_due"] # landed cost landed_cost = LandedCost.objects.get( id=int(landed_cost_id)) # existing_landed_cost_instances = LandedCostInstance.objects.filter( # reference=new_purchase_order.purchase_order_number, landed_cost=landed_cost) # # existing_product_purchase_instances = new_purchase_order.purchase_order_product_instances.all() # # for existing_purchase_instance in existing_product_purchase_instances: # # existing_landed_cost_instances = existing_purchase_instance.landed_cost_product_purchase_instances.all() # # #landed_cost_instance_already_exist = False # existing_instance = None # for existing_landed_cost_instance in existing_landed_cost_instances: # if existing_landed_cost_instance.landed_cost == landed_cost: # # landed_cost_instance_already_exist = True # # print("found") # existing_instance = existing_landed_cost_instance # break # if existing_instance is not None: # existing_instance.product_purchase_instance.add( # new_product_purchase_instance) # else: new_landed_cost_instance = LandedCostInstance.objects.create(landed_cost=landed_cost, product_purchase_instance=new_product_purchase_instance, cost_value=cost_value, cost_currency=cost_currency, exchange_rate=exchange_rate, cost_amount_paid=cost_amount_paid, cost_amount_due=cost_amount_due, reference=new_purchase_order.purchase_order_number) # new_landed_cost_instance.product_purchase_instance.add( # new_product_purchase_instance) purchase_order_landed_costs_overall += float( cost_value) * float(exchange_rate) else: new_purchase_order.delete() return Response({"message": "Creation of purchase order exited prematurely", }, status=406) new_purchase_order.purchase_value_overall = f'{purchase_order_value_overall}' new_purchase_order.purchase_order_landed_costs_overall = f'{purchase_order_landed_costs_overall}' new_purchase_order.save() # notify finance department try: list_of_staff_ids = [] # get finance department staff 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"Purchase Order {new_purchase_order.purchase_order_number}" notification_body = f"A new purchase order of number {new_purchase_order.purchase_order_number} has been created. Approval by finance department is required." create_notifications(notification_title, notification_body, list_of_staff_ids) except: pass return Response({"message": "Purchase order created successfully", }, status=200) else: return Response({"message": "Unable to create pruchase order", }, status=406) else: return Response({"message": "You are unauthorised to perform this action", }, status=401) except: # Exception as e: # print(e) return Response({"message": "Error creating purchase order", }, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def delete_purchase_order(request): active_user = request.user company_serial_number = request.data["serial_number"] purchase_order_id = request.data["purchase_order_id"] try: staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) # if (staff_profile.company_department.department_name == "sales") and staff_profile.is_head_of_department == True and staff_profile.has_read_write_priviledges == True and company_profile: if user_has_permission(staff_profile, "sales_and_marketing.purchase_order_sales.delete"): purchase_order = PurchaseOrder.objects.get(id=purchase_order_id) existing_landed_cost_instances = LandedCostInstance.objects.filter( reference=purchase_order.purchase_order_number,) if purchase_order.recycle_bin != True: purchase_order.recycle_bin = True purchase_order.save() return Response({"message": "Purchase order deleted successfully", }, status=200) else: purchase_order.delete() for landed_cost_instance in existing_landed_cost_instances: landed_cost_instance.delete() return Response({"message": "Purchase order permanently deleted successfully", }, status=200) else: return Response({"message": "You are unauthorised to perform this action", }, status=401) except: return Response({"message": "Error deleting purchase order", }, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def upload_customer_documents(request): active_user = request.user company_serial_number = request.data["serial_number"] document_type = request.data["document_type"] customer_id = request.data["customer_id"] # get folder path try: folder_path = create_folder_if_not_exists() files = request.FILES.getlist('files[]') for file in files: file_path = os.path.join(folder_path, file.name) with open(file_path, 'wb+') as destination: for chunk in file.chunks(): destination.write(chunk) # save the file details in the database customer_profile = CustomerProfile.objects.get( id=int(customer_id)) customer_document = CustomerDocs.objects.create( customer_profile=customer_profile, document_type=document_type, saved_document_path=file_path) return Response({"message": "Customer document(s) uploaded successfully", }, status=200) except: return Response({"message": "Error uploading customer documents", }, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def get_customer_order_documents(request): """List documents (LPO / POP) attached to a customer order — for finance review during approval. Download via download-customer-documents/file_path.""" payload = {} document_list = [] try: customer_order_id = request.data["customer_order_id"] documents = CustomerOrderDocument.objects.filter( customer_order_id=int(customer_order_id)).order_by("-id") for document in documents: document_list.append({ "document_id": str(document.id), "document_type": document.document_type, "original_name": document.original_name, "file_path": document.saved_document_path, "uploaded_via": document.uploaded_via, "created_on": document.created_on.isoformat() if document.created_on else "", }) payload["order_documents"] = document_list return Response({"message": "true", "payload": payload}, status=200) except Exception as e: print(e) payload["order_documents"] = document_list return Response({"message": "false", "payload": payload}, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def download_customer_documents(request): file_path = request.data["file_path"] if os.path.exists(file_path): return FileResponse(open(file_path, 'rb'), as_attachment=True) else: raise Http404("File not found") @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def delete_customer_documents(request): customer_id = request.data["customer_id"] document_type = request.data["document_type"] try: # customer_doc_instance = CustomerDocs.objects.get( # saved_document_path=file_path) customer_profile = CustomerProfile.objects.get(id=int(customer_id)) all_customer_docs = CustomerDocs.objects.all().filter( customer_profile=customer_profile, document_type=document_type) for doc in all_customer_docs: file_path = doc.saved_document_path if os.path.exists(file_path): os.remove(file_path) doc.delete() return Response({"message": "Document deleted successfully", }, status=200) except: return Response({"message": "Unable to delete document.", }, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def sales_get_single_customer_profile(request): customer_profile_map = {} target_timezone = pytz.timezone('Africa/Nairobi') date_format = '%d/%m/%Y, %H:%M' shopping_history = [] try: customer_id = request.data["customer_id"] # print(customer_id) customer_profile = CustomerProfile.objects.get(id=int(customer_id)) 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["kra_pin_certificate_path"] = kra_pin_certificate_path customer_profile_map["certificate_of_registration_number"] = customer_profile.certificate_of_registration_number # customer_profile_map["certificate_of_registration_path"] = certificate_of_registration_path # 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( recycle_bin=False).order_by("-id") for customer_order in customer_order_history: 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["created_on"] = datetime.strftime( customer_order.created_on.astimezone(target_timezone), date_format) if customer_order.created_on is not None else "" shopping_history.append(order_item_map) customer_profile_map["shopping_history"] = shopping_history customer_profile_map["customer_shipping_address_list"] = [] return Response({"customer_profile_map": customer_profile_map, }, status=200) except Exception as e: print(e) return Response({"message": "Error retrieving customer profile", }, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def sales_get_single_quotation(request): customer_profile_map = {} target_timezone = pytz.timezone('Africa/Nairobi') date_format = '%d/%m/%Y, %H:%M' sale_quotation_map = {} company_profile_map = {} main_warehouse_map = {} payload = {} try: staff_profile = StaffProfile.objects.get(user=request.user) branch = staff_profile.company_branch # company_profile = branch.company_profile company_profile_map["company_id"] = str(company_profile.id) company_profile_map["company_name"] = company_profile.company_name company_profile_map["company_phone"] = company_profile.company_phone company_profile_map["preferred_currency"] = company_profile.company_preferred_currency company_profile_map["company_postal_address"] = company_profile.company_postal_address # main_branch = CompanyBranch.objects.filter( main_branch=True, recycle_bin=False).first() main_warehouse = main_branch.branch_warehouses.filter( recycle_bin=False).first() main_warehouse_map["warehouse_id"] = str(main_warehouse.id) main_warehouse_map["warehouse_company_branch_id"] = str( main_warehouse.company_branch.id) main_warehouse_map["warehouse_company_branch_name"] = main_warehouse.company_branch.branch_name main_warehouse_map["warehouse_name"] = main_warehouse.warehouse_name main_warehouse_map["warehouse_location"] = main_warehouse.warehouse_location main_warehouse_map["warehouse_capacity"] = main_warehouse.warehouse_capacity main_warehouse_map["warehouse_contact_phone"] = main_warehouse.warehouse_contact_phone main_warehouse_map["warehouse_description"] = main_warehouse.warehouse_description # company_profile_map["main_warehouse"] = main_warehouse_map preferred_currency = branch.company_profile.company_preferred_currency sale_quotation_id = int(request.data["sale_quotation_id"]) sale_quotation = SalesQuotation.objects.get( id=sale_quotation_id) sales_quotation_map = {} sales_quotation_items_list = [] sales_quotation_map["sale_quotation_id"] = str( sale_quotation.id) sales_quotation_map["sales_quotation_number"] = sale_quotation.sales_quotation_number sales_quotation_map["quotation_net_value"] = sale_quotation.quotation_net_value sales_quotation_map["sales_quotation_approved"] = "true" if sale_quotation.sales_quotation_approved == True else "false" creator_map = {} creator_map["staff_id"] = str( sale_quotation.created_by.id) if sale_quotation.created_by is not None else "" creator_map["staff_name"] = f'{sale_quotation.created_by.first_name} {sale_quotation.created_by.last_name}' if sale_quotation.created_by is not None else "" creator_map["staff_position"] = sale_quotation.created_by.staff_position.position_title if sale_quotation.created_by is not None else "" sales_quotation_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( sale_quotation.last_updated_by.id) if sale_quotation.last_updated_by is not None else "" creator_map["staff_name"] = f'{sale_quotation.last_updated_by.first_name} {sale_quotation.last_updated_by.last_name}' if sale_quotation.last_updated_by is not None else "" creator_map["staff_position"] = sale_quotation.last_updated_by.staff_position.position_title if sale_quotation.last_updated_by is not None else "" sales_quotation_map["last_updated_by"] = creator_map sales_quotation_map["created_on"] = datetime.strftime( sale_quotation.created_on.astimezone(target_timezone), date_format) if sale_quotation.created_on is not None else "" sales_quotation_map["last_updated_on"] = datetime.strftime( sale_quotation.last_updated_on.astimezone(target_timezone), date_format) if sale_quotation.last_updated_on is not None else "" # quotation_price_change_request_active sales_quotation_map["quotation_price_change_request_active"] = "true" if sale_quotation.quotation_price_change_request_active == True else "false" # attach customer customer_profile = sale_quotation.customer_profile customer_profile_map = {} customer_profile_map["customer_profile_id"] = str( customer_profile.id) if customer_profile is not None else "" customer_profile_map["customer_first_name"] = customer_profile.customer_first_name if customer_profile is not None else "" customer_profile_map["customer_last_name"] = customer_profile.customer_last_name if customer_profile is not None else "" customer_profile_map["email_address"] = customer_profile.email_address if customer_profile is not None else "" customer_profile_map["phone_number"] = customer_profile.phone_number if customer_profile is not None else "" customer_profile_map["customer_title"] = customer_profile.customer_title if customer_profile is not None else "" customer_profile_map["company_name"] = customer_profile.company_name if customer_profile is not None else "" customer_profile_map["customer_type"] = customer_profile.customer_type if customer_profile is not None else "" customer_profile_map["kra_pin"] = customer_profile.kra_pin if customer_profile is not None else "" customer_profile_map["certificate_of_registration_number"] = customer_profile.certificate_of_registration_number if customer_profile is not None else "" sales_quotation_map["customer"] = customer_profile_map customer_profile_map = {} # end sales_quotation_items = sale_quotation.sales_quotation_items.all().order_by("-id") for sale_quotation_item in sales_quotation_items: sales_quotation_item_map = {} sales_quotation_item_map["sale_quotation_item_id"] = str( sale_quotation_item.id) sales_quotation_item_map["product_id"] = str( sale_quotation_item.product.id) if sale_quotation_item.product is not None else "" sales_quotation_item_map["product_name"] = str( sale_quotation_item.product.product_name) if sale_quotation_item.product is not None else "" sales_quotation_item_map["quantity"] = sale_quotation_item.quantity sales_quotation_item_map["price_per_item"] = sale_quotation_item.price_per_item sales_quotation_item_map["discount_per_item"] = sale_quotation_item.discount_per_item sales_quotation_item_map["gross_subtotal"] = sale_quotation_item.gross_subtotal sales_quotation_item_map["total_discount"] = sale_quotation_item.total_discount sales_quotation_item_map["vat_per_item"] = f"{(float(sale_quotation_item.product.product_vat.vat_percentage_value)/100)*float(sale_quotation_item.price_per_item)}" sales_quotation_item_map["net_subtotal"] = sale_quotation_item.net_subtotal sales_quotation_item_map["request_price_change"] = "true" if sale_quotation_item.request_price_change == True else "false" sales_quotation_item_map["requested_new_price_after_discount"] = sale_quotation_item.requested_new_price_after_discount sales_quotation_item_map["requested_price_change_approved"] = "true" if sale_quotation_item.requested_price_change_approved == True else "false" # adding product maps product_pricing_map = {} product_discount_map = {} product_vat_map = {} product = sale_quotation_item.product try: product_pricing = ProductPricing.objects.get( product=product) product_pricing_map["product_pricing_id"] = str( product_pricing.id) product_pricing_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_pricing_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"] = "" sales_quotation_item_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_discount_map["discount_type"] = product_discount.discount_type product_discount_map["discount_value"] = product_discount.discount_value except: product_discount_map["product_discount_id"] = "" product_discount_map["discount_type"] = "" product_discount_map["discount_value"] = "" sales_quotation_item_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_vat_map["vat_percentage_value"] = product_vat.vat_percentage_value except: product_vat_map["product_vat_id"] = "" product_vat_map["vat_percentage_value"] = "" sales_quotation_item_map["product_vat_map"] = product_vat_map # sales_quotation_items_list.append( sales_quotation_item_map) sales_quotation_map["sales_quotation_items_list"] = sales_quotation_items_list sales_quotation_map["preferred_currency"] = preferred_currency all_chart_of_accounts = branch.branch_chart_of_accounts.filter( recycle_bin=False).order_by("-id") chart_of_account_list = [] for account in all_chart_of_accounts: if account.recycle_bin != True: chart_of_account_map = {} chart_of_account_map["account_id"] = str(account.id) chart_of_account_map["account_name"] = account.account_name chart_of_account_map["account_number"] = account.account_number chart_of_account_map["account_descriptions"] = account.account_descriptions chart_of_account_map["banking_institution_name"] = account.banking_institution_name chart_of_account_map["bank_branch_name"] = account.bank_branch_name chart_of_account_map["bank_branch_code"] = account.bank_branch_code chart_of_account_map["bank_swift_code"] = account.bank_swift_code chart_of_account_map["bank_sort_code"] = account.bank_sort_code chart_of_account_map["is_mpesa_account"] = "true" if account.is_mpesa_account == True else "false" # chart_of_account_map["running_balance"] = account.running_balance chart_of_account_map["account_currency"] = account.account_currency chart_of_account_map["running_balance"] = account.running_balance chart_of_account_list.append(chart_of_account_map) payload["chart_of_account_list"] = chart_of_account_list payload["sale_quotation"] = sales_quotation_map payload["company_profile"] = company_profile_map return Response({"message": "true", "payload": payload}, status=200) except: return Response({"message": "false", "payload": payload}, status=500) @api_view(['GET']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def sales_get_category_list_to_edit_items(request): customer_profile_map = {} target_timezone = pytz.timezone('Africa/Nairobi') date_format = '%d/%m/%Y, %H:%M' category_map = {} category_list = [] try: all_categories = Category.objects.filter( recycle_bin=False).order_by("-id") for category in all_categories: category_map = {} product_list = [] category_map["category_id"] = str(category.id) category_map["category_name"] = category.category_name category_map["category_description"] = category.category_description category_products = category.category_products.all().order_by("-id") for product in category_products: if product.recycle_bin != True: 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_pricing_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_pricing_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_discount_map["discount_type"] = product_discount.discount_type product_discount_map["discount_value"] = product_discount.discount_value except: product_discount_map["product_discount_id"] = "" product_discount_map["discount_type"] = "" product_discount_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_vat_map["vat_percentage_value"] = product_vat.vat_percentage_value except: product_vat_map["product_vat_id"] = "" product_vat_map["vat_percentage_value"] = "" product_map["product_vat_map"] = product_vat_map product_list.append(product_map) category_map["product_list"] = product_list category_list.append(category_map) return Response({"category_list": category_list}, status=200) except: return Response({"category_list": category_list}, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def get_sale_quotation_creation_items(request): customer_profile_map = {} target_timezone = pytz.timezone('Africa/Nairobi') date_format = '%d/%m/%Y, %H:%M' category_map = {} category_list = [] customer_profile_map = {} customer_profiles_list = [] try: company_serial_number = request.data["company_serial_number"] all_categories = Category.objects.filter( recycle_bin=False).order_by("-id") active_user = request.user staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) preferred_currency = company_profile.company_preferred_currency all_customer_profiles = [] if user_has_permission(staff_profile, "sales_and_marketing.quotation.view"): all_customer_profiles = company_profile.company_customers.filter( recycle_bin=False).order_by( "-id") else: all_customer_profiles = list( company_profile.company_customers.filter(recycle_bin=False).order_by("-id") ) for customer in all_customer_profiles: customer_profile_map = {} customer_profile_map["customer_profile_id"] = str( customer.id) customer_profile_map["customer_type"] = str( customer.customer_type) customer_profile_map["customer_first_name"] = customer.customer_first_name customer_profile_map["customer_last_name"] = customer.customer_last_name customer_profile_map["email_address"] = customer.email_address customer_profile_map["phone_number"] = customer.phone_number customer_profile_map["customer_title"] = customer.customer_title customer_profile_map["company_name"] = customer.company_name customer_profiles_list.append(customer_profile_map) for category in all_categories: category_map = {} product_list = [] category_map["category_id"] = str(category.id) category_map["category_name"] = category.category_name category_map["category_description"] = category.category_description category_products = category.category_products.all().order_by("-id") for product in category_products: if product.recycle_bin != True: 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_pricing_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_pricing_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_discount_map["discount_type"] = product_discount.discount_type product_discount_map["discount_value"] = product_discount.discount_value except: product_discount_map["product_discount_id"] = "" product_discount_map["discount_type"] = "" product_discount_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_vat_map["vat_percentage_value"] = product_vat.vat_percentage_value except: product_vat_map["product_vat_id"] = "" product_vat_map["vat_percentage_value"] = "" product_map["product_vat_map"] = product_vat_map if staff_profile.company_branch is not None: attach_branch_stock_fields( product_map, product, staff_profile.company_branch, ) product_list.append(product_map) category_map["product_list"] = product_list category_list.append(category_map) return Response({"preferred_currency": preferred_currency, "category_list": category_list, "customer_profiles_list": customer_profiles_list}, status=200) except Exception as e: print(e) return Response({"category_list": category_list, "customer_profiles_list": customer_profiles_list}, status=500) @api_view(['GET']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def get_supplier_creation_items(request): customer_profile_map = {} target_timezone = pytz.timezone('Africa/Nairobi') date_format = '%d/%m/%Y, %H:%M' category_map = {} category_list = [] try: all_categories = Category.objects.filter( recycle_bin=False).order_by("-id") for category in all_categories: category_map = {} product_list = [] category_map["category_id"] = str(category.id) category_map["category_name"] = category.category_name category_map["category_description"] = category.category_description category_products = category.category_products.all().order_by("-id") for product in category_products: if product.recycle_bin != True: product_map = {} 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_list.append(product_map) category_map["product_list"] = product_list category_list.append(category_map) return Response({"category_list": category_list, }, status=200) except Exception as e: print(e) return Response({"category_list": category_list, }, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def get_supplier_to_edit(request): customer_profile_map = {} target_timezone = pytz.timezone('Africa/Nairobi') date_format = '%d/%m/%Y, %H:%M' category_map = {} category_list = [] supplier_map = {} try: all_categories = Category.objects.filter( recycle_bin=False).order_by("-id") for category in all_categories: category_map = {} product_list = [] category_map["category_id"] = str(category.id) category_map["category_name"] = category.category_name category_map["category_description"] = category.category_description category_products = category.category_products.all().order_by("-id") for product in category_products: if product.recycle_bin != True: product_map = {} 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_list.append(product_map) category_map["product_list"] = product_list category_list.append(category_map) supplier_id = request.data["supplier_id"] company_serial_number = request.data["serial_number"] company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) supplier = Supplier.objects.get(id=int(supplier_id)) # supplier_map = {} supplied_products_list = [] supplier_map["supplier_id"] = str(supplier.id) supplier_map["preferred_currency"] = company_profile.company_preferred_currency supplier_map["supplier_name"] = supplier.supplier_name supplier_map["supplier_phone"] = supplier.supplier_phone supplier_map["supplier_email"] = supplier.supplier_email supplier_map["supplier_address"] = supplier.supplier_address supplier_map["supplier_description"] = supplier.supplier_description creator_map = {} creator_map["staff_id"] = str( supplier.created_by.id) if supplier.created_by is not None else "" creator_map["staff_name"] = f'{supplier.created_by.first_name} {supplier.created_by.last_name}' if supplier.created_by is not None else "" creator_map["staff_position"] = supplier.created_by.staff_position.position_title if supplier.created_by is not None else "" supplier_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( supplier.last_updated_by.id) if supplier.last_updated_by is not None else "" creator_map["staff_name"] = f'{supplier.last_updated_by.first_name} {supplier.last_updated_by.last_name}' if supplier.last_updated_by is not None else "" creator_map["staff_position"] = supplier.last_updated_by.staff_position.position_title if supplier.last_updated_by is not None else "" supplier_map["last_updated_by"] = creator_map supplier_map["created_on"] = datetime.strftime( supplier.created_on.astimezone(target_timezone), date_format) if supplier.created_on is not None else "" supplier_map["last_updated_on"] = datetime.strftime( supplier.last_updated_on.astimezone(target_timezone), date_format) if supplier.last_updated_on is not None else "" # supplied products supplied_products = supplier.supplied_products.all() for supplied_product in supplied_products: supplied_product_map = {} supplied_product_map["product_id"] = str( supplied_product.id) supplied_product_map["product_name"] = supplied_product.product_name supplied_products_list.append(supplied_product_map) supplier_map["supplied_products_list"] = supplied_products_list # supllier payment details supplier_payment_details = supplier.supplier_payment_details.all().order_by("-id") supplier_payment_details_list = [] for supplier_payment_detail in supplier_payment_details: supplier_payment_detail_map = {} supplier_payment_detail_map["supplier_payment_detail_id"] = str( supplier_payment_detail.id) supplier_payment_detail_map["bank_institution_name"] = supplier_payment_detail.banking_institution_name supplier_payment_detail_map["bank_account_name"] = supplier_payment_detail.bank_account_name supplier_payment_detail_map["bank_account_number"] = supplier_payment_detail.bank_account_number supplier_payment_detail_map["bank_branch_name"] = supplier_payment_detail.bank_branch_name supplier_payment_detail_map["bank_branch_code"] = supplier_payment_detail.bank_branch_code supplier_payment_detail_map["bank_swift_code"] = supplier_payment_detail.bank_swift_code supplier_payment_detail_map["created_on"] = datetime.strftime( supplier_payment_detail.created_on.astimezone(target_timezone), date_format) if supplier_payment_detail.created_on is not None else "" supplier_payment_detail_map["last_updated_on"] = datetime.strftime( supplier_payment_detail.last_updated_on.astimezone(target_timezone), date_format) if supplier_payment_detail.last_updated_on is not None else "" supplier_payment_details_list.append( supplier_payment_detail_map) supplier_map["supplier_payment_details_list"] = supplier_payment_details_list supplier_product_purchase_instances = supplier.supplier_product_purchase_instances.all().order_by("-id") supplied_product_history_list = [] for supplied_product in supplier_product_purchase_instances: if supplied_product.recycle_bin != True: supplied_product_map = {} supplied_product_map["purchase_order_number"] = supplied_product.purchase_order.purchase_order_number if supplied_product.purchase_order is not None else "" # try: # supplied_product_map["purchase_requisition_number"] = supplied_product.purchase_requisition_instance.purchase_requisition.purchase_requisition_number # except: # supplied_product_map["purchase_requisition_number"] = "Deleted" supplied_product_map["quantity_delivered"] = supplied_product.quantity_delivered supplied_product_map["purchase_value_per_unit"] = supplied_product.purchase_value_per_unit supplied_product_map["purchase_value_overall"] = supplied_product.purchase_value_overall supplied_product_map["purchase_amount_paid_to_supplier"] = supplied_product.purchase_amount_paid_to_supplier supplied_product_map["supplier_payment_settled"] = "true" if supplied_product.supplier_payment_settled == True else "false" supplied_product_map["product_purchase_delivered"] = "true" if supplied_product.product_purchase_delivered == True else "false" try: supplied_product_map["product_name"] = supplied_product.purchase_requisition_instance.product.product_name except: supplied_product_map["product_name"] = "Deleted product" supplied_product_history_list.append( supplied_product_map) supplier_map["supplied_product_history_list"] = supplied_product_history_list return Response({"supplier_map": supplier_map, "category_list": category_list, }, status=200) except Exception as e: print(e) return Response({"supplier_map": supplier_map, "category_list": category_list, }, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def get_single_customer_order(request): target_timezone = pytz.timezone('Africa/Nairobi') date_format = '%d/%m/%Y, %H:%M' company_serial_number = request.data["company_serial_number"] active_user = request.user # payload = {} creator_map = {} customer_order_map = {} customer_order_item_map = {} customer_order_items_list = [] sales_order_map = {} # sales_orders_list = [] sales_order_item_map = {} sales_order_items_list = [] warehouse_map = {} warehouse_list = [] try: staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) all_warehouses = Warehouse.objects.filter(recycle_bin=False) for warehouse in all_warehouses: warehouse_map = {} warehouse_map["warehouse_id"] = str(warehouse.id) warehouse_map["warehouse_name"] = warehouse.warehouse_name warehouse_map["warehouse_location"] = warehouse.warehouse_location warehouse_list.append(warehouse_map) customer_order_id = request.data["customer_order_id"] customer_order = CustomerOrder.objects.get(id=int(customer_order_id)) customer_order_items_list = [] order_items_return_list = [] customer_order_payments_list = [] customer_order_map["customer_profile_id"] = str( customer_order.customer_profile.id) if customer_order.customer_profile is not None else "" customer_order_map["customer_order_id"] = str( customer_order.id) customer_order_map["customer_order_number"] = customer_order.customer_order_number customer_order_map["customer_order_type"] = customer_order.customer_order_type customer_order_map["customer_order_description"] = customer_order.customer_order_description customer_order_map["customer_order_total_gross_value"] = customer_order.customer_order_total_gross_value customer_order_map["customer_order_total_discount"] = customer_order.customer_order_total_discount customer_order_map["customer_order_total_net_value"] = customer_order.customer_order_total_net_value customer_order_map["customer_order_approved"] = "true" if customer_order.customer_order_approved == True else "false" customer_order_map["customer_order_fulfilled_for_transit"] = "true" if customer_order.customer_order_fulfilled_for_transit == True else "false" customer_order_map["customer_ordered_delivered_to_destination"] = "true" if customer_order.customer_ordered_delivered_to_destination == True else "false" customer_order_map["customer_order_picked_by_customer"] = "true" if customer_order.customer_order_picked_by_customer == True else "false" customer_order_map["customer_order_cancelled_by_customer"] = "true" if customer_order.customer_order_cancelled_by_customer == True else "false" customer_order_map["customer_order_cancelled_by_sales_team"] = "true" if customer_order.customer_order_cancelled_by_sales_team == True else "false" customer_order_map["customer_order_total_amount_paid"] = customer_order.customer_order_total_amount_paid customer_order_map["expected_delivery_date"] = datetime.strftime( customer_order.expected_delivery_date, '%d/%m/%Y') if customer_order.expected_delivery_date is not None else "" creator_map = {} creator_map["staff_id"] = str( customer_order.sales_person.id) if customer_order.sales_person is not None else "" creator_map["staff_name"] = f'{customer_order.sales_person.first_name} {customer_order.sales_person.last_name}' if customer_order.sales_person is not None else "" creator_map["staff_position"] = customer_order.sales_person.staff_position.position_title if customer_order.sales_person.staff_position is not None else "" customer_order_map["sales_person"] = creator_map creator_map = {} creator_map["staff_id"] = str( customer_order.created_by.id) if customer_order.created_by is not None else "" creator_map["staff_name"] = f'{customer_order.created_by.first_name} {customer_order.created_by.last_name}' if customer_order.created_by is not None else "" creator_map["staff_position"] = customer_order.created_by.staff_position.position_title if customer_order.created_by.staff_position is not None else "" customer_order_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( customer_order.last_updated_by.id) if customer_order.last_updated_by is not None else "" creator_map["staff_name"] = f'{customer_order.last_updated_by.first_name} {customer_order.last_updated_by.last_name}' if customer_order.last_updated_by is not None else "" creator_map["staff_position"] = customer_order.last_updated_by.staff_position.position_title if customer_order.last_updated_by.staff_position is not None else "" customer_order_map["last_updated_by"] = creator_map customer_map = {} customer_map["customer_profile_id"] = str( customer_order.customer_profile.id) if customer_order.customer_profile is not None else "" customer_map["customer_name"] = f"{customer_order.customer_profile.customer_first_name} {customer_order.customer_profile.customer_last_name}" if customer_order.customer_profile is not None else "" customer_map["company_name"] = customer_order.customer_profile.company_name if customer_order.customer_profile is not None else "" customer_map["customer_type"] = customer_order.customer_profile.customer_type if customer_order.customer_profile is not None else "" customer_map["email_address"] = customer_order.customer_profile.email_address if customer_order.customer_profile is not None else "" customer_map["phone_number"] = customer_order.customer_profile.phone_number if customer_order.customer_profile is not None else "" customer_order_map["customer_map"] = customer_map customer_order_map["created_on"] = datetime.strftime( customer_order.created_on.astimezone(target_timezone), date_format) if customer_order.created_on is not None else "" customer_order_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 "" customer_order_items = customer_order.customer_order_items.all().order_by("-id") for customer_order_item in customer_order_items: customer_order_item_map = {} customer_order_item_map["customer_order_item_id"] = str( customer_order_item.id) customer_order_item_map["product_id"] = str( customer_order_item.product.id) customer_order_item_map["product_name"] = customer_order_item.product.product_name customer_order_item_map["quantity"] = customer_order_item.quantity customer_order_item_map["price_per_item"] = customer_order_item.price_per_item customer_order_item_map["discount_per_item"] = customer_order_item.discount_per_item customer_order_item_map["gross_subtotal"] = customer_order_item.gross_subtotal customer_order_item_map["total_discount"] = customer_order_item.total_discount customer_order_item_map["net_subtotal"] = customer_order_item.net_subtotal customer_order_item_map["sales_item_order_fulfilled"] = "true" if customer_order_item.sales_item_order_fulfilled == True else "false" customer_order_items_list.append( customer_order_item_map) customer_order_map["customer_order_items_list"] = customer_order_items_list # attach sales order to customer_order try: sales_order = SalesOrder.objects.get( customer_order=customer_order) sales_order_map = {} sales_order_items_list = [] sales_order_map["sales_order_id"] = str( sales_order.id) sales_order_map["sales_order_number"] = sales_order.sales_order_number sales_order_map["sale_outlet_id"] = str( sales_order.sale_outlet.id) if sales_order.sale_outlet is not None else "" sales_order_map["sale_outlet_name"] = sales_order.sale_outlet.sale_outlet_name if sales_order.sale_outlet is not None else "" sales_order_map["warehouse_id"] = str( sales_order.warehouse.id) if sales_order.warehouse is not None else "" sales_order_map["warehouse_name"] = sales_order.warehouse.warehouse_name if sales_order.warehouse is not None else "" sales_order_map["sales_order_description"] = sales_order.sales_order_description sales_order_map["sales_order_approved"] = "true" if sales_order.sales_order_approved == True else "false" sales_order_map["sales_order_fulfilled"] = "true" if sales_order.sales_order_fulfilled == True else "false" creator_map = {} creator_map["staff_id"] = str( sales_order.created_by.id) if sales_order.created_by is not None else "" creator_map["staff_name"] = f'{sales_order.created_by.first_name} {sales_order.created_by.last_name}' if sales_order.created_by is not None else "" creator_map["staff_position"] = sales_order.created_by.staff_position.position_title if sales_order.created_by.staff_position is not None else "" sales_order_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( sales_order.last_updated_by.id) if sales_order.last_updated_by is not None else "" creator_map["staff_name"] = f'{sales_order.last_updated_by.first_name} {sales_order.last_updated_by.last_name}' if sales_order.last_updated_by is not None else "" creator_map["staff_position"] = sales_order.last_updated_by.staff_position.position_title if sales_order.last_updated_by.staff_position is not None else "" sales_order_map["last_updated_by"] = creator_map sales_order_map["created_on"] = datetime.strftime( sales_order.created_on.astimezone(target_timezone), date_format) if sales_order.created_on is not None else "" sales_order_map["last_updated_on"] = datetime.strftime( sales_order.last_updated_on.astimezone(target_timezone), date_format) if sales_order.last_updated_on is not None else "" # attach sales order items sales_order_sales_items = sales_order.sales_order_sales_items.all().order_by("-id") for sales_order_item in sales_order_sales_items: sales_order_item_map = {} sales_order_item_map["sales_order_item_id"] = str( sales_order_item.id) sales_order_item_map["product_id"] = str( sales_order_item.product.id) if sales_order_item.product is not None else "" sales_order_item_map["product_name"] = sales_order_item.product.product_name if sales_order_item.product is not None else "" sales_order_item_map["quantity"] = sales_order_item.quantity sales_order_item_map["sales_item_order_fulfilled"] = "true" if sales_order_item.sales_item_order_fulfilled == True else "false" sales_order_items_list.append( sales_order_item_map) sales_order_map["sales_order_items_list"] = sales_order_items_list customer_order_map["sales_order_map"] = sales_order_map # print(customer_order_map["sales_order_map"]) # print("running") except Exception as e: # print(e) sales_order_map = {} sales_order_map["sales_order_id"] = "" sales_order_map["sales_order_number"] = "" sales_order_map["sale_outlet_id"] = "" sales_order_map["sale_outlet_name"] = "" sales_order_map["warehouse_id"] = "" sales_order_map["warehouse_name"] = "" sales_order_map["sales_order_description"] = "" sales_order_map["sales_order_approved"] = "" sales_order_map["sales_order_fulfilled"] = "" creator_map = {} creator_map["staff_id"] = "" creator_map["staff_name"] = "" creator_map["staff_position"] = "" sales_order_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = "" creator_map["staff_name"] = "" creator_map["staff_position"] = "" sales_order_map["last_updated_by"] = creator_map sales_order_map["created_on"] = "" sales_order_map["last_updated_on"] = "" sales_order_map["sales_order_items_list"] = [] customer_order_map["sales_order_map"] = sales_order_map # attach order item returns customer_order_items_return = customer_order.customer_order_items_return.all().order_by("-id") for order_item_return in customer_order_items_return: if order_item_return.recycle_bin != True: order_item_return_map = {} return_items_list = [] order_item_return_map["order_item_return_id"] = str( order_item_return.id) order_item_return_map["refund_requested"] = "true" if order_item_return.refund_requested == True else "false" order_item_return_map["date_of_return"] = order_item_return.date_of_return if order_item_return.date_of_return is not None else "" order_item_return_map["created_on"] = datetime.strftime( order_item_return.created_on.astimezone(target_timezone), date_format) if order_item_return.created_on is not None else "" order_item_return_map["last_updated_on"] = datetime.strftime( order_item_return.last_updated_on.astimezone(target_timezone), date_format) if order_item_return.last_updated_on is not None else "" order_items_return = order_item_return.order_items_return for item_return in order_items_return: return_item_map = {} return_item_map["item_return_id"] = str( item_return.id) return_item_map["customer_order_item_id"] = str( item_return.ordered_item_returned.id) if item_return.ordered_item_returned is not None else "" return_item_map["reason_for_return"] = item_return.reason_for_return return_items_list.append( return_item_map) order_item_return_map["return_items_list"] = return_items_list order_items_return_list.append( order_item_return_map) customer_order_map["order_items_return_list"] = order_items_return_list # attach customer order payments customer_order_payments = customer_order.customer_order_payments.all().order_by("-id") for order_payment in customer_order_payments: if order_payment.recycle_bin != True: customer_order_payment_map = {} refunds_list = [] customer_order_payment_map["customer_order_payment_id"] = str( order_payment.id) customer_order_payment_map["payment_number"] = order_payment.payment_number customer_order_payment_map["payment_amount"] = order_payment.payment_amount customer_order_payment_map["payment_method"] = order_payment.payment_method customer_order_payment_map["payer_account_number"] = order_payment.payer_account_number customer_order_payment_map["account_paid_to"] = order_payment.account_paid_to.account_number customer_order_payment_map["currency"] = order_payment.account_paid_to.account_currency creator_map = {} creator_map["staff_id"] = str( order_payment.created_by.id) if order_payment.created_by is not None else "" creator_map["staff_name"] = f'{order_payment.created_by.first_name} {order_payment.created_by.last_name}' if order_payment.created_by is not None else "" creator_map["staff_position"] = order_payment.created_by.staff_position.position_title if order_payment.created_by.staff_position is not None else "" customer_order_payment_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( order_payment.last_updated_by.id) if order_payment.last_updated_by is not None else "" creator_map["staff_name"] = f'{order_payment.last_updated_by.first_name} {order_payment.last_updated_by.last_name}' if order_payment.last_updated_by is not None else "" creator_map["staff_position"] = order_payment.last_updated_by.staff_position.position_title if order_payment.last_updated_by.staff_position is not None else "" customer_order_payment_map["last_updated_by"] = creator_map customer_order_payment_map["created_on"] = datetime.strftime( order_payment.created_on.astimezone(target_timezone), date_format) if order_payment.created_on is not None else "" customer_order_payment_map["last_updated_on"] = datetime.strftime( order_payment.last_updated_on.astimezone(target_timezone), date_format) if order_payment.last_updated_on is not None else "" # attach refunds payment_refunds = order_payment.payment_refunds.all().order_by("-id") for refund in payment_refunds: if refund.recycle_bin != True: refund_map = {} refund_map["refund_id"] = str( refund.id) refund_map["order_item_return_id"] = str( refund.order_item_return.id) if refund.order_item_return is not None else "" refund_map["refund_amount"] = refund.refund_amount refund_map["refund_approved"] = "true" if refund.refund_approved == True else "false" refund_map["refund_fullfilled"] = "true" if refund.refund_fullfilled == True else "false" creator_map = {} creator_map["staff_id"] = str( refund.created_by.id) if refund.created_by is not None else "" creator_map["staff_name"] = f'{refund.created_by.first_name} {refund.created_by.last_name}' if refund.created_by is not None else "" creator_map["staff_position"] = refund.created_by.staff_position.position_title if refund.created_by.staff_position is not None else "" refund_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( refund.last_updated_by.id) if refund.last_updated_by is not None else "" creator_map["staff_name"] = f'{refund.last_updated_by.first_name} {refund.last_updated_by.last_name}' if refund.last_updated_by is not None else "" creator_map["staff_position"] = refund.last_updated_by.staff_position.position_title if refund.last_updated_by.staff_position is not None else "" refund_map["last_updated_by"] = creator_map refund_map["created_on"] = datetime.strftime( refund.created_on.astimezone(target_timezone), date_format) if refund.created_on is not None else "" refund_map["last_updated_on"] = datetime.strftime( refund.last_updated_on.astimezone(target_timezone), date_format) if refund.last_updated_on is not None else "" refunds_list.append(refund_map) customer_order_payment_map["refunds_list"] = refunds_list customer_order_payments_list.append( customer_order_payment_map) customer_order_map["customer_order_payments_list"] = customer_order_payments_list return Response({"customer_order_map": customer_order_map, "warehouse_list": warehouse_list, }, status=200) except Exception as e: print(e) return Response({"customer_order_map": customer_order_map, "warehouse_list": warehouse_list, }, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def get_customer_list_to_send_mail(request): target_timezone = pytz.timezone('Africa/Nairobi') date_format = '%d/%m/%Y, %H:%M' company_serial_number = request.data["serial_number"] active_user = request.user payload = {} creator_map = {} customer_profile_map = {} customer_profiles_list = [] try: staff_profile = StaffProfile.objects.get(user=active_user) company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) # if staff_profile.company_department.department_name == "sales" and company_profile: all_customer_profiles = [] if user_has_permission(staff_profile, "sales_and_marketing.customer.view"): all_customer_profiles = company_profile.company_customers.filter( recycle_bin=False).order_by( "-id") else: all_customer_profiles = list( 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 _attach_empty_account_manager(customer_profile_map) customer_profiles_list.append(customer_profile_map) # payload["customer_profiles_list"] = customer_profiles_list return Response({"message": "true", "customer_profiles_list": customer_profiles_list}, status=200) except: return Response({"message": "false", "payload": payload}, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def get_customer_list_based_on_type(request): customer_profiles_list = [] staff_profile = StaffProfile.objects.get(user=request.user) #print(staff_profile.first_name) try: customer_type = request.data["customer_type"] all_customer_type = [] if user_has_permission(staff_profile, "sales_and_marketing.customer.view"): all_customer_type = CustomerProfile.objects.filter( recycle_bin=False, customer_type=customer_type) else: company_profile = CompanyProfile.objects.order_by("id").first() if company_profile is not None: all_customer_type = list( company_profile.company_customers.filter( recycle_bin=False, customer_type=customer_type ).order_by("-id") ) # filter based on user for customer_profile in all_customer_type: 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["total_purchase_value"] = get_customer_overall_purchase_value(customer_profile) _attach_empty_account_manager(customer_profile_map) customer_profiles_list.append(customer_profile_map) # print(customer_profiles_list) return Response({"customer_profiles_list": customer_profiles_list}, status=200) except: return Response({"customer_profiles_list": customer_profiles_list}, status=500) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def agent_orders(request): target_timezone = pytz.timezone('Africa/Nairobi') date_format = '%d/%m/%Y, %H:%M' company_serial_number = request.data["serial_number"] page_index = request.data.get("pageIndex", "1") active_user = request.user payload = {} creator_map = {} customer_order_map = {} customer_orders_list = [] customer_order_item_map = {} customer_order_items_list = [] sales_order_map = {} # sales_orders_list = [] sales_order_item_map = {} sales_order_items_list = [] start_index = 0 last_index = 0 try: if page_index == "1": start_index = 0 last_index = 20 elif page_index == "2": start_index = 20 last_index = 40 elif page_index == "3": start_index = 40 last_index = 60 elif page_index == "4": start_index = 60 last_index = 80 else: start_index = 80 last_index = 0 staff_profile = StaffProfile.objects.get(user=active_user) department_name = staff_profile.company_department.department_name if staff_profile.company_department else "" company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) staff_branch = staff_profile.company_branch if user_has_permission(staff_profile, "sales_and_marketing.agent_orders.view"): if staff_profile.is_head_of_department == True and (department_name == "sales"): agent_orders_qs = CustomerOrder.objects.filter( recycle_bin=False, agent_profile__isnull=False).order_by("-id") elif staff_branch is not None: agent_orders_qs = staff_branch.branch_customer_orders.filter( recycle_bin=False, created_by=staff_profile, agent_profile__isnull=False).order_by("-id") else: agent_orders_qs = CustomerOrder.objects.filter( recycle_bin=False, created_by=staff_profile, agent_profile__isnull=False).order_by("-id") branch_customer_orders = agent_orders_qs[start_index:last_index] if last_index != 0 else agent_orders_qs[start_index:] for customer_order in branch_customer_orders: customer_order_map = {} customer_order_items_list = [] order_items_return_list = [] customer_order_payments_list = [] customer_order_map["customer_profile_id"] = str( customer_order.customer_profile.id) if customer_order.customer_profile is not None else "" customer_order_map["customer_order_id"] = str( customer_order.id) customer_order_map["customer_order_number"] = customer_order.customer_order_number customer_order_map["origin"] = customer_order.origin customer_order_map["source_quotation_number"] = ( customer_order.source_quotation.sales_quotation_number if customer_order.source_quotation_id else "" ) customer_order_map["crm_quote_ref"] = ( customer_order.customer_order_description if customer_order.origin == "crm" else "" ) customer_order_map["customer_order_type"] = customer_order.customer_order_type customer_order_map["customer_order_description"] = customer_order.customer_order_description customer_order_map["customer_order_total_gross_value"] = customer_order.customer_order_total_gross_value customer_order_map["customer_order_total_discount"] = customer_order.customer_order_total_discount customer_order_map["customer_order_total_net_value"] = customer_order.customer_order_total_net_value customer_order_map["customer_order_approved"] = "true" if customer_order.customer_order_approved == True else "false" customer_order_map["customer_order_fulfilled_for_transit"] = "true" if customer_order.customer_order_fulfilled_for_transit == True else "false" customer_order_map["customer_ordered_delivered_to_destination"] = "true" if customer_order.customer_ordered_delivered_to_destination == True else "false" customer_order_map["customer_order_picked_by_customer"] = "true" if customer_order.customer_order_picked_by_customer == True else "false" customer_order_map["customer_order_cancelled_by_customer"] = "true" if customer_order.customer_order_cancelled_by_customer == True else "false" customer_order_map["customer_order_cancelled_by_sales_team"] = "true" if customer_order.customer_order_cancelled_by_sales_team == True else "false" customer_order_map["customer_order_total_amount_paid"] = customer_order.customer_order_total_amount_paid customer_order_map["expected_delivery_date"] = datetime.strftime( customer_order.expected_delivery_date, '%d/%m/%Y') if customer_order.expected_delivery_date is not None else "" creator_map = {} creator_map["staff_id"] = str( customer_order.sales_person.id) if customer_order.sales_person is not None else "" creator_map["staff_name"] = f'{customer_order.sales_person.first_name} {customer_order.sales_person.last_name}' if customer_order.sales_person is not None else "" creator_map["staff_position"] = customer_order.sales_person.staff_position.position_title if (customer_order.sales_person is not None and customer_order.sales_person.staff_position is not None) else "" customer_order_map["sales_person"] = creator_map creator_map = {} creator_map["staff_id"] = str( customer_order.created_by.id) if customer_order.created_by is not None else "" creator_map["staff_name"] = f'{customer_order.created_by.first_name} {customer_order.created_by.last_name}' if customer_order.created_by is not None else "" creator_map["staff_position"] = customer_order.created_by.staff_position.position_title if (customer_order.created_by is not None and customer_order.created_by.staff_position is not None) else "" customer_order_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( customer_order.last_updated_by.id) if customer_order.last_updated_by is not None else "" creator_map["staff_name"] = f'{customer_order.last_updated_by.first_name} {customer_order.last_updated_by.last_name}' if customer_order.last_updated_by is not None else "" creator_map["staff_position"] = customer_order.last_updated_by.staff_position.position_title if (customer_order.last_updated_by is not None and customer_order.last_updated_by.staff_position is not None) else "" customer_order_map["last_updated_by"] = creator_map agent_map = {} ## agent_map["agent_profile_id"] = str( customer_order.agent_profile.id) if customer_order.agent_profile is not None else "" agent_map["agent_name"] = f"{customer_order.agent_profile.first_name} {customer_order.agent_profile.last_name}" if customer_order.agent_profile is not None else "" agent_map["email_address"] = customer_order.agent_profile.email_address if customer_order.agent_profile is not None else "" agent_map["phone_number"] = customer_order.agent_profile.phone_number if customer_order.agent_profile is not None else "" customer_order_map["agent_map"] = agent_map ## customer_map = {} customer_map["customer_profile_id"] = str( customer_order.customer_profile.id) if customer_order.customer_profile is not None else "" customer_map["customer_name"] = f"{customer_order.customer_profile.customer_first_name} {customer_order.customer_profile.customer_last_name}" if customer_order.customer_profile is not None else "" customer_map["company_name"] = customer_order.customer_profile.company_name if customer_order.customer_profile is not None else "" customer_map["customer_type"] = customer_order.customer_profile.customer_type if customer_order.customer_profile is not None else "" customer_map["email_address"] = customer_order.customer_profile.email_address if customer_order.customer_profile is not None else "" customer_map["phone_number"] = customer_order.customer_profile.phone_number if customer_order.customer_profile is not None else "" customer_order_map["customer_map"] = customer_map customer_order_map["created_on"] = datetime.strftime( customer_order.created_on.astimezone(target_timezone), date_format) if customer_order.created_on is not None else "" customer_order_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 "" customer_order_items = customer_order.customer_order_items.all().order_by("-id") for customer_order_item in customer_order_items: customer_order_item_map = {} customer_order_item_map["customer_order_item_id"] = str( customer_order_item.id) customer_order_item_map["product_id"] = str( customer_order_item.product.id) if customer_order_item.product is not None else "" customer_order_item_map["product_name"] = customer_order_item.product.product_name if customer_order_item.product is not None else "" customer_order_item_map["quantity"] = customer_order_item.quantity customer_order_item_map["price_per_item"] = customer_order_item.price_per_item customer_order_item_map["discount_per_item"] = customer_order_item.discount_per_item customer_order_item_map["gross_subtotal"] = customer_order_item.gross_subtotal customer_order_item_map["total_discount"] = customer_order_item.total_discount customer_order_item_map["net_subtotal"] = customer_order_item.net_subtotal customer_order_item_map["sales_item_order_fulfilled"] = "true" if customer_order_item.sales_item_order_fulfilled == True else "false" customer_order_items_list.append( customer_order_item_map) customer_order_map["customer_order_items_list"] = customer_order_items_list # attach sales order to customer_order try: sales_order = SalesOrder.objects.get( customer_order=customer_order) sales_order_map = {} sales_order_items_list = [] sales_order_map["sales_order_id"] = str( sales_order.id) sales_order_map["sales_order_number"] = sales_order.sales_order_number sales_order_map["sale_outlet_id"] = str( sales_order.sale_outlet.id) if sales_order.sale_outlet is not None else "" sales_order_map["sale_outlet_name"] = sales_order.sale_outlet.sale_outlet_name if sales_order.sale_outlet is not None else "" sales_order_map["warehouse_id"] = str( sales_order.warehouse.id) if sales_order.warehouse is not None else "" sales_order_map["warehouse_name"] = sales_order.warehouse.warehouse_name if sales_order.warehouse is not None else "" sales_order_map["sales_order_description"] = sales_order.sales_order_description sales_order_map["sales_order_approved"] = "true" if sales_order.sales_order_approved == True else "false" sales_order_map["sales_order_fulfilled"] = "true" if sales_order.sales_order_fulfilled == True else "false" creator_map = {} creator_map["staff_id"] = str( sales_order.created_by.id) if sales_order.created_by is not None else "" creator_map["staff_name"] = f'{sales_order.created_by.first_name} {sales_order.created_by.last_name}' if sales_order.created_by is not None else "" creator_map["staff_position"] = sales_order.created_by.staff_position.position_title if (sales_order.created_by is not None and sales_order.created_by.staff_position is not None) else "" sales_order_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( sales_order.last_updated_by.id) if sales_order.last_updated_by is not None else "" creator_map["staff_name"] = f'{sales_order.last_updated_by.first_name} {sales_order.last_updated_by.last_name}' if sales_order.last_updated_by is not None else "" creator_map["staff_position"] = sales_order.last_updated_by.staff_position.position_title if (sales_order.last_updated_by is not None and sales_order.last_updated_by.staff_position is not None) else "" sales_order_map["last_updated_by"] = creator_map sales_order_map["created_on"] = datetime.strftime( sales_order.created_on.astimezone(target_timezone), date_format) if sales_order.created_on is not None else "" sales_order_map["last_updated_on"] = datetime.strftime( sales_order.last_updated_on.astimezone(target_timezone), date_format) if sales_order.last_updated_on is not None else "" # attach sales order items sales_order_sales_items = sales_order.sales_order_sales_items.all().order_by("-id") for sales_order_item in sales_order_sales_items: sales_order_item_map = {} sales_order_item_map["sales_order_item_id"] = str( sales_order_item.id) sales_order_item_map["product_id"] = str( sales_order_item.product.id) if sales_order_item.product is not None else "" sales_order_item_map["product_name"] = sales_order_item.product.product_name if sales_order_item.product is not None else "" sales_order_item_map["quantity"] = sales_order_item.quantity sales_order_item_map["sales_item_order_fulfilled"] = "true" if sales_order_item.sales_item_order_fulfilled == True else "false" sales_order_items_list.append( sales_order_item_map) sales_order_map["sales_order_items_list"] = sales_order_items_list customer_order_map["sales_order_map"] = sales_order_map # print(customer_order_map["sales_order_map"]) # print("running") except Exception as e: # print(e) sales_order_map = {} sales_order_map["sales_order_id"] = "" sales_order_map["sales_order_number"] = "" sales_order_map["sale_outlet_id"] = "" sales_order_map["sale_outlet_name"] = "" sales_order_map["warehouse_id"] = "" sales_order_map["warehouse_name"] = "" sales_order_map["sales_order_description"] = "" sales_order_map["sales_order_approved"] = "" sales_order_map["sales_order_fulfilled"] = "" creator_map = {} creator_map["staff_id"] = "" creator_map["staff_name"] = "" creator_map["staff_position"] = "" sales_order_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = "" creator_map["staff_name"] = "" creator_map["staff_position"] = "" sales_order_map["last_updated_by"] = creator_map sales_order_map["created_on"] = "" sales_order_map["last_updated_on"] = "" sales_order_map["sales_order_items_list"] = [] customer_order_map["sales_order_map"] = sales_order_map # attach order item returns customer_order_items_return = customer_order.customer_order_items_return.all().order_by("-id") for order_item_return in customer_order_items_return: if order_item_return.recycle_bin != True: order_item_return_map = {} return_items_list = [] order_item_return_map["order_item_return_id"] = str( order_item_return.id) order_item_return_map["refund_requested"] = "true" if order_item_return.refund_requested == True else "false" order_item_return_map["date_of_return"] = order_item_return.date_of_return if order_item_return.date_of_return is not None else "" order_item_return_map["created_on"] = datetime.strftime( order_item_return.created_on.astimezone(target_timezone), date_format) if order_item_return.created_on is not None else "" order_item_return_map["last_updated_on"] = datetime.strftime( order_item_return.last_updated_on.astimezone(target_timezone), date_format) if order_item_return.last_updated_on is not None else "" order_items_return = order_item_return.order_items_return for item_return in order_items_return: return_item_map = {} return_item_map["item_return_id"] = str( item_return.id) return_item_map["customer_order_item_id"] = str( item_return.ordered_item_returned.id) if item_return.ordered_item_returned is not None else "" return_item_map["reason_for_return"] = item_return.reason_for_return return_items_list.append( return_item_map) order_item_return_map["return_items_list"] = return_items_list order_items_return_list.append( order_item_return_map) customer_order_map["order_items_return_list"] = order_items_return_list # attach customer order payments customer_order_payments = customer_order.customer_order_payments.all().order_by("-id") for order_payment in customer_order_payments: if order_payment.recycle_bin != True: customer_order_payment_map = {} refunds_list = [] customer_order_payment_map["customer_order_payment_id"] = str( order_payment.id) customer_order_payment_map["payment_number"] = order_payment.payment_number customer_order_payment_map["payment_amount"] = order_payment.payment_amount customer_order_payment_map["payment_method"] = order_payment.payment_method customer_order_payment_map["payer_account_number"] = order_payment.payer_account_number customer_order_payment_map["account_paid_to"] = order_payment.account_paid_to.account_number customer_order_payment_map["currency"] = order_payment.account_paid_to.account_currency creator_map = {} creator_map["staff_id"] = str( order_payment.created_by.id) if order_payment.created_by is not None else "" creator_map["staff_name"] = f'{order_payment.created_by.first_name} {order_payment.created_by.last_name}' if order_payment.created_by is not None else "" creator_map["staff_position"] = order_payment.created_by.staff_position.position_title if order_payment.created_by.staff_position is not None else "" customer_order_payment_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( order_payment.last_updated_by.id) if order_payment.last_updated_by is not None else "" creator_map["staff_name"] = f'{order_payment.last_updated_by.first_name} {order_payment.last_updated_by.last_name}' if order_payment.last_updated_by is not None else "" creator_map["staff_position"] = order_payment.last_updated_by.staff_position.position_title if order_payment.last_updated_by.staff_position is not None else "" customer_order_payment_map["last_updated_by"] = creator_map customer_order_payment_map["created_on"] = datetime.strftime( order_payment.created_on.astimezone(target_timezone), date_format) if order_payment.created_on is not None else "" customer_order_payment_map["last_updated_on"] = datetime.strftime( order_payment.last_updated_on.astimezone(target_timezone), date_format) if order_payment.last_updated_on is not None else "" # attach refunds payment_refunds = order_payment.payment_refunds.all().order_by("-id") for refund in payment_refunds: if refund.recycle_bin != True: refund_map = {} refund_map["refund_id"] = str( refund.id) refund_map["order_item_return_id"] = str( refund.order_item_return.id) if refund.order_item_return is not None else "" refund_map["refund_amount"] = refund.refund_amount refund_map["refund_approved"] = "true" if refund.refund_approved == True else "false" refund_map["refund_fullfilled"] = "true" if refund.refund_fullfilled == True else "false" creator_map = {} creator_map["staff_id"] = str( refund.created_by.id) if refund.created_by is not None else "" creator_map["staff_name"] = f'{refund.created_by.first_name} {refund.created_by.last_name}' if refund.created_by is not None else "" creator_map["staff_position"] = refund.created_by.staff_position.position_title if refund.created_by.staff_position is not None else "" refund_map["created_by"] = creator_map creator_map = {} creator_map["staff_id"] = str( refund.last_updated_by.id) if refund.last_updated_by is not None else "" creator_map["staff_name"] = f'{refund.last_updated_by.first_name} {refund.last_updated_by.last_name}' if refund.last_updated_by is not None else "" creator_map["staff_position"] = refund.last_updated_by.staff_position.position_title if refund.last_updated_by.staff_position is not None else "" refund_map["last_updated_by"] = creator_map refund_map["created_on"] = datetime.strftime( refund.created_on.astimezone(target_timezone), date_format) if refund.created_on is not None else "" refund_map["last_updated_on"] = datetime.strftime( refund.last_updated_on.astimezone(target_timezone), date_format) if refund.last_updated_on is not None else "" refunds_list.append(refund_map) customer_order_payment_map["refunds_list"] = refunds_list customer_order_payments_list.append( customer_order_payment_map) customer_order_map["customer_order_payments_list"] = customer_order_payments_list customer_orders_list.append(customer_order_map) payload["customer_orders_list"] = customer_orders_list return Response({"message": "true", "payload": payload}, status=200) else: return Response({"message": "false", "payload": payload}, status=401) except: return Response({"message": "false", "payload": payload}, status=500) def get_customer_overall_purchase_value(customer_profile): total_purchase_value = 0.0 all_customer_orders = CustomerOrder.objects.filter(recycle_bin=False,customer_profile=customer_profile,customer_order_approved=True) for order in all_customer_orders: total_purchase_value += float(order.customer_order_total_net_value) return f"{total_purchase_value}" # ─── STAFF PERFORMANCE ──────────────────────────────────────────────────────── from datetime import datetime as _dt from django.db.models import Sum, Count def _parse_month_range(month_str): """Return (start_date, end_date) for a YYYY-MM string.""" try: start = _dt.strptime(month_str, "%Y-%m").replace(day=1) import calendar last_day = calendar.monthrange(start.year, start.month)[1] end = start.replace(day=last_day, hour=23, minute=59, second=59) from django.utils import timezone return timezone.make_aware(start), timezone.make_aware(end) except Exception: from django.utils import timezone now = timezone.now() import calendar last_day = calendar.monthrange(now.year, now.month)[1] start = now.replace(day=1, hour=0, minute=0, second=0, microsecond=0) end = now.replace(day=last_day, hour=23, minute=59, second=59, microsecond=0) return start, end def _parse_date_range(request_data): """ Resolve (start, end, period_label) from request data. Accepts: - date_from + date_to (YYYY-MM-DD custom range) - month (YYYY-MM) - falls back to current month Returns (start_aware, end_aware, period_label, month_str_or_none) """ from django.utils import timezone as _tz date_from = request_data.get("date_from", "").strip() date_to = request_data.get("date_to", "").strip() month_str = request_data.get("month", "").strip() if date_from and date_to: try: start = _tz.make_aware(_dt.strptime(date_from, "%Y-%m-%d").replace(hour=0, minute=0, second=0)) end = _tz.make_aware(_dt.strptime(date_to, "%Y-%m-%d").replace(hour=23, minute=59, second=59)) label = f"{date_from} to {date_to}" return start, end, label, None except Exception: pass if not month_str: now = _tz.now().astimezone(pytz.timezone('Africa/Nairobi')) month_str = now.strftime("%Y-%m") start, end = _parse_month_range(month_str) label = _dt.strptime(month_str, "%Y-%m").strftime("%B %Y") return start, end, label, month_str @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def staff_performance_dashboard(request): """ My personal performance for a date range (default: current month). Body: { serial_number, month? (YYYY-MM), date_from? (YYYY-MM-DD), date_to? (YYYY-MM-DD) } """ serial_number = request.data.get("serial_number", "") active_user = request.user try: from system_administration.models import CompanyProfile CompanyProfile.objects.get(company_serial_number=serial_number) staff_profile = StaffProfile.objects.get(user=active_user) except Exception as e: return Response({"message": "false", "error": str(e)}, status=400) start, end, period_label, month_str = _parse_date_range(request.data) # Previous period (same duration, shifted back) duration = end - start prev_end = start - __import__('datetime').timedelta(seconds=1) prev_start = prev_end - duration # Querysets for this staff my_orders_qs = staff_profile.customer_offline_order_created_by.filter( recycle_bin=False, agent_profile=None) my_quotes_qs = staff_profile.sales_quotation_created_by.filter(recycle_bin=False) # Current month orders curr_orders = my_orders_qs.filter(created_on__gte=start, created_on__lte=end) curr_quotes = my_quotes_qs.filter(created_on__gte=start, created_on__lte=end) # Previous month orders prev_orders = my_orders_qs.filter(created_on__gte=prev_start, created_on__lte=prev_end) def sum_order_value(qs): total = 0.0 for o in qs.values_list("customer_order_total_net_value", flat=True): try: total += float(o or 0) except (TypeError, ValueError): pass return round(total, 2) curr_sales_value = sum_order_value(curr_orders) prev_sales_value = sum_order_value(prev_orders) deviation = round(curr_sales_value - prev_sales_value, 2) deviation_pct = None if prev_sales_value > 0: deviation_pct = round((deviation / prev_sales_value) * 100, 1) elif curr_sales_value > 0: deviation_pct = 100.0 order_count = curr_orders.count() quote_count = curr_quotes.count() # Unpaid orders unpaid_count = 0 for order in curr_orders.select_related("customer_profile"): try: paid = float(order.customer_order_total_amount_paid or 0) value = float(order.customer_order_total_net_value or 0) if paid < value: unpaid_count += 1 except (TypeError, ValueError): pass # Top customers by order count this month customer_order_counts = {} for order in curr_orders.select_related("customer_profile"): if order.customer_profile: name = f"{order.customer_profile.customer_first_name} {order.customer_profile.customer_last_name}".strip() company = order.customer_profile.company_name or "" key = name if key not in customer_order_counts: customer_order_counts[key] = {"name": name, "company": company, "order_count": 0, "total_value": 0.0} customer_order_counts[key]["order_count"] += 1 try: customer_order_counts[key]["total_value"] += float(order.customer_order_total_net_value or 0) except (TypeError, ValueError): pass top_customers = sorted(customer_order_counts.values(), key=lambda x: x["total_value"], reverse=True)[:5] for c in top_customers: c["total_value"] = round(c["total_value"], 2) # Top products by quantity sold this month from .models import CustomerOrderItem product_sales = {} order_items = CustomerOrderItem.objects.filter( customer_order__in=curr_orders ).select_related("product") for item in order_items: name = item.product.product_name if item.product else "Unknown" if name not in product_sales: product_sales[name] = {"product": name, "qty": 0.0, "revenue": 0.0} try: product_sales[name]["qty"] += float(item.quantity or 0) product_sales[name]["revenue"] += float(item.net_subtotal or 0) except (TypeError, ValueError): pass top_products = sorted(product_sales.values(), key=lambda x: x["revenue"], reverse=True)[:5] for p in top_products: p["qty"] = round(p["qty"], 2) p["revenue"] = round(p["revenue"], 2) # 6-month trend _tz_nairobi = pytz.timezone('Africa/Nairobi') monthly_trend = [] for i in range(5, -1, -1): from django.utils.timezone import now as _now import calendar ref = _now().astimezone(_tz_nairobi) m = (ref.month - i - 1) % 12 + 1 y = ref.year + ((ref.month - i - 1) // 12) ms, me = _parse_month_range(f"{y}-{m:02d}") mo_orders = my_orders_qs.filter(created_on__gte=ms, created_on__lte=me) mo_value = sum_order_value(mo_orders) monthly_trend.append({ "month": f"{y}-{m:02d}", "label": _dt(y, m, 1).strftime("%b %Y"), "orders": mo_orders.count(), "value": mo_value, }) # Closed vs open closed_orders = curr_orders.filter( Q(customer_ordered_delivered_to_destination=True) | Q(customer_order_picked_by_customer=True) ) open_orders = curr_orders.exclude( Q(customer_ordered_delivered_to_destination=True) | Q(customer_order_picked_by_customer=True) | Q(customer_order_cancelled_by_customer=True) | Q(customer_order_cancelled_by_sales_team=True) ) payload = { "month": month_str or "", "period_label": period_label, "staff_name": f"{staff_profile.first_name} {staff_profile.last_name}".strip(), "curr_sales_value": curr_sales_value, "prev_sales_value": prev_sales_value, "deviation": deviation, "deviation_pct": deviation_pct, "order_count": order_count, "quote_count": quote_count, "unpaid_count": unpaid_count, "closed_count": closed_orders.count(), "open_count": open_orders.count(), "top_customers": top_customers, "top_products": top_products, "monthly_trend": monthly_trend, } return Response({"message": "true", "payload": payload}, status=200) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def management_performance_dashboard(request): """ Team-wide performance for the HOD. Body: { serial_number, month? (YYYY-MM), date_from? (YYYY-MM-DD), date_to? (YYYY-MM-DD) } """ serial_number = request.data.get("serial_number", "") active_user = request.user try: from system_administration.models import CompanyProfile company_profile = CompanyProfile.objects.get(company_serial_number=serial_number) staff_profile = StaffProfile.objects.get(user=active_user) except Exception as e: return Response({"message": "false", "error": str(e)}, status=400) if not user_has_permission(staff_profile, "sales_and_marketing.performance_dashboard.view"): return Response({"message": "false", "error": "Access denied."}, status=403) start, end, period_label, month_str = _parse_date_range(request.data) def sum_order_value(qs): total = 0.0 for v in qs.values_list("customer_order_total_net_value", flat=True): try: total += float(v or 0) except (TypeError, ValueError): pass return round(total, 2) # All sales staff in the company (same department or all staff) all_staff = StaffProfile.objects.filter( company_department__company_profile=company_profile, company_department__department_name="sales", ).select_related("user") staff_table = [] red_flags = [] team_total_sales = 0.0 team_total_orders = 0 team_total_unpaid = 0 for sp in all_staff: orders_qs = sp.customer_offline_order_created_by.filter( recycle_bin=False, agent_profile=None, created_on__gte=start, created_on__lte=end ) quotes_qs = sp.sales_quotation_created_by.filter( recycle_bin=False, created_on__gte=start, created_on__lte=end ) total_sales = sum_order_value(orders_qs) order_count = orders_qs.count() quote_count = quotes_qs.count() unpaid_value = 0.0 unpaid_count = 0 total_paid = 0.0 for net_val, amt_paid in orders_qs.values_list("customer_order_total_net_value", "customer_order_total_amount_paid"): try: val = float(str(net_val or '0').replace(',', '').strip() or 0) paid = float(str(amt_paid or '0').replace(',', '').strip() or 0) total_paid += paid if val > 0 and paid < val: unpaid_count += 1 unpaid_value += (val - paid) except (TypeError, ValueError): pass avg_order = round(total_sales / order_count, 2) if order_count else 0.0 # Collection rate: if no amount_paid data, derive from closed orders if total_sales > 0 and total_paid > 0: collection_rate = round(min(100.0, (total_paid / total_sales) * 100), 1) elif total_sales > 0: closed = orders_qs.filter( Q(customer_ordered_delivered_to_destination=True) | Q(customer_order_picked_by_customer=True) ).count() collection_rate = round(min(100.0, (closed / order_count) * 100), 1) if order_count else 0.0 else: collection_rate = 0.0 team_total_sales += total_sales team_total_orders += order_count team_total_unpaid += unpaid_count name = f"{sp.first_name} {sp.last_name}".strip() or sp.user.username staff_table.append({ "staff_id": str(sp.id), "name": name, "total_sales": total_sales, "order_count": order_count, "quote_count": quote_count, "avg_order_value": avg_order, "collection_rate": collection_rate, "unpaid_count": unpaid_count, "unpaid_value": round(unpaid_value, 2), }) if unpaid_count > 3: red_flags.append({ "name": name, "type": "high_unpaid", "detail": f"{unpaid_count} unpaid orders (KES {round(unpaid_value):,})", }) # Sort by total sales desc, keep only staff with any activity staff_table.sort(key=lambda x: x["total_sales"], reverse=True) staff_table = [s for s in staff_table if s["total_sales"] > 0 or s["order_count"] > 0 or s["quote_count"] > 0] staff_table = staff_table[:20] # cap at 20 for chart readability # Top performer top_performer = staff_table[0]["name"] if staff_table else None # All-team top customers all_orders_qs = CustomerOrder.objects.filter( recycle_bin=False, agent_profile=None, created_on__gte=start, created_on__lte=end ).select_related("customer_profile") customer_sales = {} for order in all_orders_qs: if order.customer_profile: name = f"{order.customer_profile.customer_first_name} {order.customer_profile.customer_last_name}".strip() if name not in customer_sales: customer_sales[name] = {"name": name, "company": order.customer_profile.company_name or "", "total_value": 0.0, "order_count": 0} try: customer_sales[name]["total_value"] += float(order.customer_order_total_net_value or 0) except (TypeError, ValueError): pass customer_sales[name]["order_count"] += 1 top_customers = sorted(customer_sales.values(), key=lambda x: x["total_value"], reverse=True)[:5] for c in top_customers: c["total_value"] = round(c["total_value"], 2) payload = { "month": month_str or "", "period_label": period_label, "staff_table": staff_table, "team_totals": { "total_sales": round(team_total_sales, 2), "total_orders": team_total_orders, "total_unpaid": team_total_unpaid, "staff_count": len(staff_table), "avg_per_staff": round(team_total_sales / len(staff_table), 2) if staff_table else 0, }, "top_performer": top_performer, "red_flags": red_flags, "top_customers": top_customers, } return Response({"message": "true", "payload": payload}, status=200) @api_view(['POST']) @authentication_classes([TokenAuthentication]) @permission_classes([IsAuthenticated]) def sales_team(request): company_serial_number = request.data["serial_number"] active_user = request.user payload = {} sales_team_list = [] try: company_profile = CompanyProfile.objects.get( company_serial_number=company_serial_number) staff_profile = StaffProfile.objects.get(user=active_user) department_name = staff_profile.company_department.department_name if staff_profile.company_department else "" if user_has_permission(staff_profile, "sales_and_marketing.performance_dashboard.view"): sales_dept = CompanyDepartment.objects.filter(department_name="sales").first() staff_qs = StaffProfile.objects.filter( recycle_bin=False, company_department=sales_dept) if sales_dept else StaffProfile.objects.none() for staff in staff_qs: if staff_profile.is_head_of_department or staff.id == staff_profile.id: sales_team_list.append({ "staff_id": str(staff.id), "email_address": staff.user.username if staff.user is not None else "", "staff_position": staff.staff_position.position_title if staff.staff_position is not None else "", "staff_number": staff.staff_number, "first_name": staff.first_name, "last_name": staff.last_name, "phone_number": staff.phone_number, "staff_title": staff.staff_title, "company_branch_name": staff.company_branch.branch_name if staff.company_branch is not None else "", "company_department": staff.company_department.department_name if staff.company_department is not None else "", "is_head_of_department": "true" if staff.is_head_of_department else "false", "customer_accounts_managed": "0", }) payload["sales_team_list"] = sales_team_list payload["marketing_team_list"] = [] return Response({"message": "true", "payload": payload}, status=200) return Response({"message": "false", "payload": payload}, status=401) except Exception as e: logger.exception("sales_team failed") return Response({"message": "false", "payload": payload}, status=500)