# Quick Deployment Guide: Rollover Loan Exclusion Fix

## Problem
Rolled-over loans (like LOAN-000128) are appearing in reports when they shouldn't be.

## Solution
Updated 6 files to exclude rolled-over loans from all reports and dashboards.

## Files to Upload to Production

Upload these 6 files via cPanel File Manager or FTP:

1. **reports/simple_reports_service.py**
2. **reports/comprehensive_reports.py**  
3. **reports/views.py**
4. **reports/chart_service.py**
5. **utils/views.py**
6. **reports/filter_service.py** (already correct, but upload for consistency)

## Deployment Steps

### Step 1: Backup Current Files
Before uploading, download backups of the current versions:
- `reports/simple_reports_service.py` → `reports/simple_reports_service.py.backup`
- `reports/comprehensive_reports.py` → `reports/comprehensive_reports.py.backup`
- `reports/views.py` → `reports/views.py.backup`

### Step 2: Upload New Files
Upload the 3 modified files to your production server.

### Step 3: Restart Application
Create or touch the restart file:
```bash
touch tmp/restart.txt
```

Or via cPanel:
1. Go to File Manager
2. Navigate to your application root
3. Create a new file called `restart.txt` in the `tmp` folder
4. Or edit an existing file and save it to trigger a restart

### Step 4: Clear Cache (Optional)
If you're using Django cache, clear it:
```python
# In Django shell
from django.core.cache import cache
cache.clear()
```

## Verification

### Test 1: Check Rolled-Over Loan
1. Find a loan that has been rolled over (e.g., LOAN-000128)
2. Go to `/reports/loans-due/enhanced/`
3. The loan should NOT appear in the list

### Test 2: Check Dashboard
1. Go to the main dashboard
2. Check "Loans Due Today" widget
3. Rolled-over loans should not be counted

### Test 3: Check All Reports
Visit these pages and verify no rolled-over loans appear:
- `/reports/loans-due/`
- `/reports/loans-due/enhanced/`
- `/reports/delinquent-loans/`
- `/reports/loans-in-arrears/`
- `/reports/portfolio-details/`

## What Changed

### Before
```python
loans_qs = Loan.objects.filter(status='active', is_deleted=False)
```

### After
```python
loans_qs = Loan.objects.filter(
    status='active',
    is_deleted=False,
    is_rolled_over=False
).exclude(status='rolled_over')
```

## Rollback
If there are any issues, restore the backup files and restart the application.

## No Database Changes Required
This is a code-only fix. No migrations or database changes are needed.
