Merge pull request #99 from theflyingmachine/dev-optimise-accounts-page

Dev React Accounts Page

register/api_views.py

@@ -0,0 +1,169 @@
+import calendar
+import logging
+from datetime import date
+from datetime import datetime
+
+from dateutil.relativedelta import relativedelta
+from django.contrib.auth.decorators import login_required
+from django.db.models import Sum, Q, Prefetch, F, FloatField, Func
+from django.db.models.functions import Coalesce
+from django.http import JsonResponse
+
+from register.models import Customer
+from register.models import Expense
+from register.models import Income
+from register.models import Register
+from register.serializer import CustomerSerializer, DueCustomerSerializer, ExpenseSerializer, \
+    IncomeSerializer, PaidCustomerSerializer
+from register.utils import get_tenant_perf, is_last_day_of_month
+
+logger = logging.getLogger()
+
+from django.shortcuts import redirect
+
+
+class BaseRegister:
+    """
+    Custom initializer that checks a condition and redirects if it's false
+    """
+
+    def __init__(self, *args, **kwargs):
+        # Get Tenant Preference
+        self.tenant = get_tenant_perf(self.request)
+        if self.tenant is None:
+            return redirect('setting')
+        custom_month = None
+        print('init')
+        self.year = kwargs.pop('year',
+                               None)  # Get the year parameter and store as instance variable
+        self.month = kwargs.pop('month',
+                                None)  # Get the month parameter and store as instance variable
+
+        if self.year and self.month:
+            date_time_str = f'01/{self.month}/{self.year} 01:01:01'
+            custom_month = datetime.strptime(date_time_str, '%d/%m/%Y %H:%M:%S')
+        self.register_date = custom_month if custom_month else date.today()
+
+
+class RegisterAPI(BaseRegister):
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+    @login_required()
+    def get_register_api(request, year, month):
+        """
+        This function returns JSON data for the register entry in a month.
+        """
+
+        # Get Tenant Preference
+        tenant = get_tenant_perf(request)
+        custom_month = None
+        if year and month:
+            date_time_str = f'01/{month}/{year} 01:01:01'
+            custom_month = datetime.strptime(date_time_str, '%d/%m/%Y %H:%M:%S')
+        register_date = custom_month if custom_month else date.today()
+
+        register_filter = {
+            'tenant_id': request.user.id,
+            'log_date__month': register_date.month,
+            'log_date__year': register_date.year
+        }
+        m_schedule = Q(schedule__in=['morning-yes', 'morning-no'])
+        e_schedule = Q(schedule__in=['evening-yes', 'evening-no'])
+
+        cust_register_filter = {
+            'tenant_id': request.user.id,
+            'register__log_date__month': register_date.month,
+            'register__log_date__year': register_date.year
+        }
+        cust_m_schedule = Q(register__schedule__in=['morning-yes', 'morning-no'])
+        cust_e_schedule = Q(register__schedule__in=['evening-yes', 'evening-no'])
+
+        # Get morning register for given month
+        m_cust = Customer.objects.prefetch_related(
+            Prefetch('register_set',
+                     queryset=Register.objects.filter(
+                         m_schedule, **register_filter).order_by('log_date'))
+        ).filter(cust_m_schedule, **cust_register_filter).distinct()
+
+        e_cust = Customer.objects.prefetch_related(
+            Prefetch('register_set',
+                     queryset=Register.objects.filter(
+                         e_schedule, **register_filter).order_by('log_date'))
+        ).filter(cust_e_schedule, **cust_register_filter).distinct()
+
+        # plot calendar days
+        import datetime as dt
+        # Get the number of days in the month
+        days_in_month = calendar.monthrange(register_date.year, register_date.month)[1]
+        # Create a list of date objects in the month
+        date_list = [dt.date(register_date.year, register_date.month, day) for day in
+                     range(1, days_in_month + 1)]
+
+        return JsonResponse({'status': 'success',
+                             'default_price': tenant.milk_price,
+                             'dates': date_list,
+                             'm_register': CustomerSerializer(instance=m_cust, many=True).data,
+                             'e_register': CustomerSerializer(instance=e_cust, many=True).data,
+                             })
+
+    @login_required()
+    def get_account_api(request, year, month):
+        """
+        This function returns JSON data for the accounts.
+        """
+        custom_month = None
+        current_date = date.today()
+        if year and month:
+            date_time_str = f'01/{month}/{year} 01:01:01'
+            custom_month = datetime.strptime(date_time_str, '%d/%m/%Y %H:%M:%S')
+        register_date = custom_month if custom_month else date.today()
+        month_year = register_date.strftime("%B, %Y")
+
+        # Get extra income and expenses
+        income = Income.objects.filter(tenant_id=request.user.id,
+                                       log_date__year=register_date.year,
+                                       log_date__month=register_date.month).order_by('log_date')
+        expenses = Expense.objects.filter(tenant_id=request.user.id,
+                                          log_date__year=register_date.year,
+                                          log_date__month=register_date.month).order_by('log_date')
+
+        # Get Paid Customers
+        paid_customers = Customer.objects.filter(
+            payment__tenant=request.user.id,
+            payment__log_date__month=register_date.month,
+            payment__log_date__year=register_date.year
+        ).annotate(
+            paid_amount=Sum('payment__amount'),
+            balance_amount=F('balance__balance_amount')
+        ).order_by('name')
+
+        # Get Due Customers
+        first_day_of_month = current_date.replace(day=1)
+        due_customers = Customer.objects.filter(
+            register__tenant=request.user.id,
+            register__paid=0,
+            register__schedule__endswith='yes',
+        ).annotate(
+            due_amount=Sum(F('register__current_price') * F('register__quantity'),
+                           output_field=FloatField()),
+            due_prev_amount=Coalesce(
+                Sum(F('register__current_price') * F('register__quantity'),
+                    filter=Q(register__log_date__lt=first_day_of_month),
+                    output_field=FloatField()), 0),
+            balance_amount=Coalesce(F('balance__balance_amount'), 0),
+        ).order_by('name')
+        due_customers = due_customers.annotate(
+            abs_balance_amount=Func(F('balance_amount'), function='ABS')
+        ).exclude(abs_balance_amount__gt=F('due_amount') / 1000)
+
+        return JsonResponse({
+            'month_year': month_year,
+            'previous_month_name': (current_date + relativedelta(months=-1)).strftime("%B"),
+            'is_last_day_of_month': is_last_day_of_month(),
+            'due_customers': DueCustomerSerializer(instance=due_customers, many=True).data,
+            'paid_customers': PaidCustomerSerializer(instance=paid_customers, many=True).data,
+            'income': IncomeSerializer(instance=income, many=True).data,
+            'expenses': ExpenseSerializer(instance=expenses, many=True).data,
+        })

register/serializer.py

@@ -1,6 +1,8 @@
+import decimal
+
 from rest_framework import serializers
 
-from .models import Customer, Register
+from .models import Customer, Register, Expense, Income
 
 
 class RegisterSerializer(serializers.ModelSerializer):
@@ -16,3 +18,57 @@ class CustomerSerializer(serializers.ModelSerializer):
     class Meta:
         model = Customer
         fields = ['id', 'name', 'm_quantity', 'e_quantity', 'status', 'register_entry']
+
+
+class ExpenseSerializer(serializers.ModelSerializer):
+    amount = serializers.CharField(source='cost')
+
+    class Meta:
+        model = Expense
+        fields = ['id', 'description', 'amount', 'log_date', 'tenant']
+
+
+class IncomeSerializer(serializers.ModelSerializer):
+    class Meta:
+        model = Income
+        fields = '__all__'
+
+
+class PaidCustomerSerializer(serializers.ModelSerializer):
+    paid_amount = serializers.DecimalField(max_digits=10, decimal_places=2, read_only=True)
+    balance_amount = serializers.DecimalField(max_digits=10, decimal_places=2, read_only=True)
+
+    class Meta:
+        model = Customer
+        fields = ('id', 'name', 'paid_amount', 'balance_amount')
+
+
+class DueCustomerSerializer(serializers.ModelSerializer):
+    due_amount = serializers.SerializerMethodField()
+    due_prev_amount = serializers.SerializerMethodField()
+    final_due_amount = serializers.SerializerMethodField()
+    final_due_prev_amount = serializers.SerializerMethodField()
+    balance_amount = serializers.DecimalField(max_digits=10, decimal_places=2, read_only=True)
+
+    @staticmethod
+    def get_due_amount(obj):
+        return decimal.Decimal(obj.due_amount) / 1000
+
+    @staticmethod
+    def get_due_prev_amount(obj):
+        return decimal.Decimal(obj.due_prev_amount) / 1000
+
+    @staticmethod
+    def get_final_due_amount(obj):
+        return decimal.Decimal(obj.due_amount / 1000) - abs(obj.balance_amount or 0)
+
+    @staticmethod
+    def get_final_due_prev_amount(obj):
+        return decimal.Decimal(obj.due_prev_amount / 1000) - abs(obj.balance_amount or 0)
+
+    class Meta:
+        model = Customer
+        fields = (
+            'id', 'name', 'contact', 'due_amount', 'balance_amount', 'due_prev_amount',
+            'final_due_amount',
+            'final_due_prev_amount')

register/templates/register/customer.html

@@ -67,7 +67,7 @@
 
   <div class="row mt-2 justify-content-center">
     <div class="col-lg-10 col-md-12">
-      <h2 class="text-center">View Customers</h2>
+      <h5 class="p-0 m-0 text-center">View Customers</h5>
     </div>
   </div>
 
@@ -126,7 +126,7 @@ <h2 class="text-center">View Customers</h2>
     {#  INACTIVE CUSTOMERS #}
     {% if inactive_customers %}
       <hr>
-      <h3 class="pt-5 mt-4 text-center">Inactive Customers</h3>
+      <h5 class="p-0 m-0 text-center">Inactive Customers</h5>
       {% for customer in inactive_customers %}
         {% if forloop.first %}
           <div class="row">{% endif %}

register/templates/register/profile.html

@@ -291,10 +291,12 @@ <h5 class="p-2 text-nowrap text-right font-weight-bold">
               <tr class="d-flex">
                 <td class="p-2 col-2">#{{ entry.id }}</td>
                 <td class="p-2 col-6">{{ entry.log_date }}
-                  {% if entry.payment_mode == 'ONLINE' %}
-                    <a target="_blank"
-                       href="{% url 'check_txn_status' entry.transaction_id %}">{{ entry.payment_mode }}</a>{% else %}
-                    <span class="text-info">{{ entry.payment_mode }}{% endif %}</span></td>
+                  {#                  {% if entry.payment_mode == 'ONLINE' %}#}
+                  {#                    <a target="_blank"#}
+                  {#                       href="{% url 'check_txn_status' entry.transaction_id %}">{{ entry.payment_mode }}</a>{% else %}#}
+                  <span class="text-info">{{ entry.payment_mode }}
+{#      {% endif %}#}
+                  </span></td>
                 <td class="p-2 col-4">{{ entry.amount }}
                   {% if entry.refund_notes %}
                     <span class="text-info">{{ entry.refund_notes }}</span>