# Utils Branch Filtering Fixes Summary

## Overview
Fixed branch filtering issues on three critical utils pages that were not properly filtering information by branch:
- `/utils/receipts/`
- `/utils/notifications/`
- `/utils/documents/`

## Issues Identified
1. **Receipts page** - Was only showing user's own receipts or all receipts for staff, not filtering by selected branch
2. **Notifications page** - Had basic branch filtering but inconsistent logic for different user types
3. **Documents page** - Not showing any documents due to incomplete branch filtering implementation

## Fixes Implemented

### 1. Receipts List (`receipts_list` function)
**File:** `utils/views.py`

**Changes:**
- Added session-based branch filtering using `selected_branch_id`
- Implemented proper logic for different user types:
  - **Superuser without branch selection**: See all receipts
  - **Superuser/Staff with branch selection**: See receipts for selected branch
  - **Regular user with branch**: See receipts for their branch only
  - **Regular user without branch**: See only their own receipts

**Key Code:**
```python
# Get selected branch from session
selected_branch_id = request.session.get('selected_branch_id')

# Base queryset with branch filtering
if request.user.is_superuser and not selected_branch_id:
    # Superuser without branch selection sees all receipts
    receipts = Receipt.objects.select_related(...).all()
elif selected_branch_id:
    # Filter by selected branch
    receipts = Receipt.objects.select_related(...).filter(
        borrower__branch_id=selected_branch_id
    )
elif hasattr(request.user, 'branch') and request.user.branch and not request.user.is_superuser:
    # Filter by user's branch (non-superuser)
    receipts = Receipt.objects.select_related(...).filter(
        borrower__branch=request.user.branch
    )
```

### 2. Notifications (`notifications` function)
**File:** `utils/views.py`

**Changes:**
- Enhanced branch filtering logic for consistency
- Ensured system notifications (without specific user) are visible to all
- Added proper staff user handling

**Key Code:**
```python
# Apply branch filtering for notifications
if user.is_superuser and not selected_branch_id:
    # Superuser without branch selection sees all notifications
    notifications = Notification.objects.all()
elif selected_branch_id:
    # Filter by selected branch - notifications for users in that branch + system alerts
    notifications = Notification.objects.filter(
        Q(user__branch_id=selected_branch_id) | Q(user__isnull=True)
    )
elif hasattr(user, 'branch') and user.branch and not user.is_superuser:
    # Filter by user's branch + system alerts (non-superuser)
    notifications = Notification.objects.filter(
        Q(user__branch=user.branch) | Q(user__isnull=True)
    )
```

### 3. Documents (`documents` function)
**File:** `utils/views.py`

**Changes:**
- Fixed document visibility issues by implementing comprehensive filtering
- Added support for shared documents and public documents
- Ensured users can see documents relevant to their branch plus shared/public content

**Key Code:**
```python
# Apply branch filtering for documents
if user.is_superuser and not selected_branch_id:
    # Superuser without branch selection sees all documents
    documents_queryset = Document.objects.all()
elif selected_branch_id:
    # Filter by selected branch - documents uploaded by users in that branch + shared documents
    documents_queryset = Document.objects.filter(
        Q(uploaded_by__branch_id=selected_branch_id) | 
        Q(shared_with=user) | 
        Q(is_public=True)
    ).distinct()
elif hasattr(user, 'branch') and user.branch and not user.is_superuser:
    # Filter by user's own branch + shared documents + public documents (non-superuser)
    documents_queryset = Document.objects.filter(
        Q(uploaded_by__branch=user.branch) | 
        Q(shared_with=user) | 
        Q(is_public=True)
    ).distinct()
```

### 4. All Customer Documents (`all_customer_documents` function)
**File:** `utils/views.py`

**Status:** Already had proper branch filtering implemented
- Filters clients by selected branch
- Shows documents for clients in the selected branch only

## Branch Filtering Logic

### User Types and Access Levels:

1. **Superuser without branch selection**
   - Can see ALL data across all branches
   - No filtering applied

2. **Superuser with branch selection**
   - Sees data for the selected branch only
   - Uses session `selected_branch_id`

3. **Staff user with branch**
   - Sees data for their assigned branch
   - Falls back to all data if no branch assigned

4. **Regular user with branch**
   - Sees only data for their branch
   - Cannot see other branches' data

5. **Regular user without branch**
   - Sees only their own data
   - Most restrictive access

### Special Cases:

- **System notifications** (user=null): Visible to all users
- **Public documents** (is_public=True): Visible to all users  
- **Shared documents**: Visible to users they're shared with
- **Session-based filtering**: Uses `selected_branch_id` from session

## Testing

### Verification Script
Created `verify_branch_filtering_fix.py` to verify all fixes are properly implemented.

### Deployment Script
Created `deploy_utils_branch_filtering_fix.py` for comprehensive deployment checks.

### Test Results
✅ All implementation checks passed
✅ Database connectivity verified
✅ Required models and fields confirmed
✅ URL patterns working correctly

## Files Modified

1. **utils/views.py**
   - `receipts_list()` function - Added comprehensive branch filtering
   - `notifications()` function - Enhanced branch filtering logic
   - `documents()` function - Fixed document visibility with proper filtering

## Files Created

1. **verify_branch_filtering_fix.py** - Verification script
2. **deploy_utils_branch_filtering_fix.py** - Deployment check script
3. **test_branch_filtering_utils.py** - Comprehensive test script
4. **UTILS_BRANCH_FILTERING_FIXES_SUMMARY.md** - This summary document

## Impact

### Before Fixes:
- Receipts page showed inconsistent data based on user type
- Notifications page had basic filtering but inconsistent logic
- Documents page was not showing any documents due to filtering issues
- Users could potentially see data from other branches

### After Fixes:
- All three pages now properly filter by selected branch
- Consistent behavior across different user types
- Documents page now shows appropriate documents based on branch, sharing, and public status
- Proper security - users only see data they should have access to
- Superusers maintain full visibility when needed

## Production Deployment

The fixes are ready for production deployment. All checks pass and the implementation follows Django best practices for:
- Security (proper permission checking)
- Performance (efficient queries with select_related)
- Maintainability (clear, documented code)
- User experience (consistent filtering behavior)

## Usage

After deployment, users will experience:
1. **Branch selection affects all utils pages** - When a branch is selected, all three pages filter accordingly
2. **Consistent behavior** - All pages follow the same filtering logic
3. **Proper document visibility** - Documents page now shows documents based on branch, sharing, and public status
4. **System notifications remain visible** - Important system-wide notifications are still visible to all users
5. **Shared content accessibility** - Users can still access documents shared with them from other branches

The branch filtering now works seamlessly across the entire utils section of the application.