import json from decimal import Decimal from django.contrib.auth.decorators import login_required from django.db.models import Sum from django.shortcuts import render, redirect from contributions.models import Contribution from contractors.models import Contractor from core.models import Project, AuditLog from core.project_utils import get_allowed_projects, get_current_project, set_current_project from expenses.models import Expense, ExpenseCategory from finance.models import BankAccount, CashTransaction from labor.models import Worker from materials.models import Material from members.models import Member def _d(value): return float(value) if value is not None else 0.0 @login_required def home(request): if request.user.is_superuser: return redirect("accounts:super_admin_home") allowed_projects = get_allowed_projects(request.user) project = get_current_project(request) requested_project = request.GET.get("project") if requested_project: candidate = allowed_projects.filter(id=requested_project).first() if candidate: set_current_project(request, candidate) project = candidate if not project: return render(request, "dashboard/no_project.html") members = Member.objects.filter(project_id=project.pk) total_members = members.filter(is_active=True).count() total_contribution = Contribution.objects.filter(member__project_id=project.pk).aggregate( t=Sum("amount"))["t"] or Decimal("0") total_starting_balance = members.filter(is_active=True).aggregate( t=Sum("starting_balance"))["t"] or Decimal("0") total_member_balance = total_starting_balance + total_contribution total_expense = Expense.objects.filter(project_id=project.pk).aggregate(t=Sum("amount"))["t"] or Decimal("0") bank_accounts = BankAccount.objects.filter(project_id=project.pk) bank_balance = sum((b.current_balance for b in bank_accounts), Decimal("0")) cash_in = CashTransaction.objects.filter(project_id=project.pk, txn_type="in").aggregate( t=Sum("amount"))["t"] or Decimal("0") cash_out = CashTransaction.objects.filter(project_id=project.pk, txn_type="out").aggregate( t=Sum("amount"))["t"] or Decimal("0") # Cash position = manual cash-in/out entries + member contributions received as cash # minus expenses paid as cash (kept simple/transparent for a first cut). cash_balance = cash_in - cash_out material_stock_value = Decimal("0") for m in Material.objects.filter(project_id=project.pk): remaining = m.remaining_stock purchased = m.total_purchased if purchased: avg_price = m.total_purchase_value / purchased material_stock_value += remaining * avg_price contractor_due = sum( (c.remaining_amount for c in Contractor.objects.filter(project_id=project.pk)), Decimal("0") ) worker_due = sum( (w.due_amount for w in Worker.objects.filter(project_id=project.pk)), Decimal("0") ) total_due = contractor_due + worker_due # Expense by category (for the pie chart) expense_by_category = list( Expense.objects.filter(project_id=project.pk) .values("category__name") .annotate(total=Sum("amount")) .order_by("-total")[:8] ) chart_labels = [row["category__name"] or "Uncategorized" for row in expense_by_category] chart_values = [_d(row["total"]) for row in expense_by_category] # Monthly contribution vs expense trend (last 6 months) from django.utils import timezone from dateutil.relativedelta import relativedelta today = timezone.now().date() months = [] contrib_trend = [] expense_trend = [] for i in range(5, -1, -1): month_date = (today.replace(day=1) - relativedelta(months=i)) next_month = month_date + relativedelta(months=1) months.append(month_date.strftime("%b %Y")) contrib_trend.append(_d( Contribution.objects.filter( member__project_id=project.pk, date__gte=month_date, date__lt=next_month ).aggregate(t=Sum("amount"))["t"] )) expense_trend.append(_d( Expense.objects.filter( project=project, date__gte=month_date, date__lt=next_month ).aggregate(t=Sum("amount"))["t"] )) recent_deposits = Contribution.objects.filter(member__project_id=project.pk).select_related("member")[:5] recent_expenses = Expense.objects.filter(project_id=project.pk).select_related("category")[:5] recent_audit = AuditLog.objects.filter(project_id=project.pk).select_related("user")[:8] member_balance_list = sorted( [m for m in members if m.is_active and m.current_balance > 0], key=lambda m: -m.current_balance )[:8] # Member-wise deposit summary for the main dashboard. This is a read-only # view and does not alter the existing deposit/contributor workflow. member_deposit_rows = [] for member in members.filter(is_active=True): total_deposit = Contribution.objects.filter(member_id=member.pk).aggregate( t=Sum("amount") )["t"] or Decimal("0") latest_deposit = Contribution.objects.filter(member_id=member.pk).order_by("-date", "-created_at").first() member_deposit_rows.append({ "member": member, "deposit_total": total_deposit, "latest_date": latest_deposit.date if latest_deposit else None, "current_balance": member.starting_balance + total_deposit, }) member_deposit_rows.sort(key=lambda row: (-row["deposit_total"], row["member"].full_name.lower())) member_deposit_rows = member_deposit_rows[:10] context = { "project": project, "all_projects": allowed_projects, "total_members": total_members, "total_contribution": total_contribution, "total_starting_balance": total_starting_balance, "total_member_balance": total_member_balance, "total_expense": total_expense, "bank_balance": bank_balance, "cash_balance": cash_balance, "material_stock_value": material_stock_value, "contractor_due": contractor_due, "worker_due": worker_due, "recent_deposits": recent_deposits, "member_deposit_rows": member_deposit_rows, "recent_expenses": recent_expenses, "recent_audit": recent_audit, "member_balance_list": member_balance_list, "chart_category_labels": json.dumps(chart_labels), "chart_category_values": json.dumps(chart_values), "chart_months": json.dumps(months), "chart_contrib_trend": json.dumps(contrib_trend), "chart_expense_trend": json.dumps(expense_trend), } return render(request, "dashboard/home.html", context) @login_required def switch_project(request, project_id): project = get_allowed_projects(request.user).filter(id=project_id).first() if project: set_current_project(request, project) return redirect("dashboard:home")