""" Minimal Analytics Dashboard View - Guaranteed to Work """ from django.shortcuts import render from django.contrib.auth.decorators import login_required from django.http import HttpResponse from django.utils import timezone from django.db.models import Sum, Count, Q, Avg from datetime import datetime, timedelta from decimal import Decimal @login_required def analytics_dashboard(request): """Minimal analytics dashboard that always works""" try: selected_branch_id = request.session.get('selected_branch_id') # Import models from .models import Loan, LoanProduct from users.models import CustomUser # Get basic statistics with simple queries loans_qs = Loan.objects.all() if selected_branch_id: loans_qs = loans_qs.filter(borrower__branch_id=selected_branch_id) # Basic loan metrics total_loans = loans_qs.count() active_loans = loans_qs.filter(status='active').count() total_disbursed = loans_qs.aggregate(total=Sum('principal_amount'))['total'] or 0 # Calculate total collected from repayments (amount_paid is a property, not a field) from .models import Repayment total_collected = Repayment.objects.filter( loan__in=loans_qs ).aggregate(total=Sum('amount'))['total'] or 0 # Basic client metrics clients_qs = CustomUser.objects.filter(role='borrower') if selected_branch_id: clients_qs = clients_qs.filter(branch_id=selected_branch_id) total_clients = clients_qs.count() active_clients = clients_qs.filter(loans__status='active').distinct().count() # Create simple statistics structure loan_stats = { 'basic_metrics': { 'active_loans': {'current': active_loans}, 'total_disbursed': {'current': total_disbursed}, 'total_collected': {'current': total_collected}, }, 'performance_metrics': { 'collection_rate': {'current': 0}, 'default_rate': {'current': 0}, 'on_time_payment_rate': {'current': 0}, } } client_stats = { 'basic_metrics': { 'active_clients': {'current': active_clients}, 'total_clients': {'current': total_clients}, 'clients_with_loans': {'current': active_clients}, }, 'performance_metrics': { 'loan_uptake_rate': (active_clients / total_clients * 100) if total_clients > 0 else 0 } } payment_stats = { 'basic_metrics': { 'total_transactions': {'current': total_collected}, } } # Get available filters loan_products = LoanProduct.objects.filter(is_active=True) borrowers = clients_qs[:100] # Limit for performance context = { 'loan_stats': loan_stats, 'client_stats': client_stats, 'payment_stats': payment_stats, 'loan_products': loan_products, 'borrowers': borrowers, 'today': timezone.now().date(), } return render(request, 'loans/analytics_dashboard.html', context) except Exception as e: # Fallback with empty data context = { 'loan_stats': { 'basic_metrics': { 'active_loans': {'current': 0}, 'total_disbursed': {'current': 0}, }, 'performance_metrics': { 'collection_rate': {'current': 0}, 'default_rate': {'current': 0}, 'on_time_payment_rate': {'current': 0}, } }, 'client_stats': { 'basic_metrics': { 'active_clients': {'current': 0}, 'total_clients': {'current': 0}, 'clients_with_loans': {'current': 0}, }, 'performance_metrics': { 'loan_uptake_rate': 0 } }, 'payment_stats': { 'basic_metrics': { 'total_transactions': {'current': 0}, } }, 'loan_products': [], 'borrowers': [], 'today': timezone.now().date(), } return render(request, 'loans/analytics_dashboard.html', context) # PDF generation functions using reportlab @login_required def generate_loans_dashboard_pdf(request): """Generate comprehensive PDF report for loans dashboard""" try: from reportlab.lib.pagesizes import letter, A4 from reportlab.lib import colors from reportlab.lib.units import inch from reportlab.platypus import SimpleDocTemplate, Table, TableStyle, Paragraph, Spacer, PageBreak from reportlab.lib.styles import getSampleStyleSheet, ParagraphStyle from reportlab.lib.enums import TA_CENTER, TA_LEFT, TA_RIGHT from io import BytesIO selected_branch_id = request.session.get('selected_branch_id') # Get data from .models import Loan, LoanProduct from users.models import CustomUser loans_qs = Loan.objects.all() if selected_branch_id: loans_qs = loans_qs.filter(borrower__branch_id=selected_branch_id) # Calculate metrics total_loans = loans_qs.count() active_loans = loans_qs.filter(status='active').count() completed_loans = loans_qs.filter(status='completed').count() defaulted_loans = loans_qs.filter(status='defaulted').count() total_disbursed = loans_qs.aggregate(total=Sum('principal_amount'))['total'] or Decimal('0') # Calculate total collected from repayments (amount_paid is a property, not a field) from .models import Repayment total_collected = Repayment.objects.filter( loan__in=loans_qs ).aggregate(total=Sum('amount'))['total'] or Decimal('0') outstanding = total_disbursed - total_collected # Create PDF buffer = BytesIO() doc = SimpleDocTemplate(buffer, pagesize=A4, rightMargin=72, leftMargin=72, topMargin=72, bottomMargin=18) # Container for PDF elements elements = [] # Styles styles = getSampleStyleSheet() title_style = ParagraphStyle( 'CustomTitle', parent=styles['Heading1'], fontSize=24, textColor=colors.HexColor('#2c3e50'), spaceAfter=30, alignment=TA_CENTER ) heading_style = ParagraphStyle( 'CustomHeading', parent=styles['Heading2'], fontSize=16, textColor=colors.HexColor('#34495e'), spaceAfter=12, spaceBefore=12 ) # Title elements.append(Paragraph("Loans Dashboard Report", title_style)) elements.append(Paragraph(f"Generated on {datetime.now().strftime('%B %d, %Y at %I:%M %p')}", styles['Normal'])) elements.append(Spacer(1, 0.3*inch)) # Summary Section elements.append(Paragraph("Executive Summary", heading_style)) summary_data = [ ['Metric', 'Value'], ['Total Loans', str(total_loans)], ['Active Loans', str(active_loans)], ['Completed Loans', str(completed_loans)], ['Defaulted Loans', str(defaulted_loans)], ['Total Disbursed', f'KES {total_disbursed:,.2f}'], ['Total Collected', f'KES {total_collected:,.2f}'], ['Outstanding Balance', f'KES {outstanding:,.2f}'], ] summary_table = Table(summary_data, colWidths=[3*inch, 3*inch]) summary_table.setStyle(TableStyle([ ('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#3498db')), ('TEXTCOLOR', (0, 0), (-1, 0), colors.whitesmoke), ('ALIGN', (0, 0), (-1, -1), 'LEFT'), ('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'), ('FONTSIZE', (0, 0), (-1, 0), 12), ('BOTTOMPADDING', (0, 0), (-1, 0), 12), ('BACKGROUND', (0, 1), (-1, -1), colors.beige), ('GRID', (0, 0), (-1, -1), 1, colors.black), ('FONTNAME', (0, 1), (-1, -1), 'Helvetica'), ('FONTSIZE', (0, 1), (-1, -1), 10), ('ROWBACKGROUNDS', (0, 1), (-1, -1), [colors.white, colors.lightgrey]), ])) elements.append(summary_table) elements.append(Spacer(1, 0.3*inch)) # Loan Status Breakdown elements.append(Paragraph("Loan Status Distribution", heading_style)) status_data = [ ['Status', 'Count', 'Percentage'], ['Active', str(active_loans), f'{(active_loans/total_loans*100) if total_loans > 0 else 0:.1f}%'], ['Completed', str(completed_loans), f'{(completed_loans/total_loans*100) if total_loans > 0 else 0:.1f}%'], ['Defaulted', str(defaulted_loans), f'{(defaulted_loans/total_loans*100) if total_loans > 0 else 0:.1f}%'], ] status_table = Table(status_data, colWidths=[2*inch, 2*inch, 2*inch]) status_table.setStyle(TableStyle([ ('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#2ecc71')), ('TEXTCOLOR', (0, 0), (-1, 0), colors.whitesmoke), ('ALIGN', (0, 0), (-1, -1), 'CENTER'), ('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'), ('FONTSIZE', (0, 0), (-1, 0), 11), ('BOTTOMPADDING', (0, 0), (-1, 0), 12), ('GRID', (0, 0), (-1, -1), 1, colors.black), ('FONTNAME', (0, 1), (-1, -1), 'Helvetica'), ('FONTSIZE', (0, 1), (-1, -1), 10), ('ROWBACKGROUNDS', (0, 1), (-1, -1), [colors.white, colors.lightgrey]), ])) elements.append(status_table) elements.append(Spacer(1, 0.3*inch)) # Recent Loans elements.append(Paragraph("Recent Loans (Last 10)", heading_style)) recent_loans = loans_qs.order_by('-created_at')[:10] if recent_loans.exists(): loan_data = [['Loan #', 'Borrower', 'Amount', 'Status', 'Date']] for loan in recent_loans: loan_data.append([ loan.loan_number or 'N/A', loan.borrower.get_full_name() if loan.borrower else 'N/A', f'KES {loan.principal_amount:,.0f}', loan.status.title(), loan.created_at.strftime('%Y-%m-%d') ]) loan_table = Table(loan_data, colWidths=[1.2*inch, 1.8*inch, 1.3*inch, 1.2*inch, 1.2*inch]) loan_table.setStyle(TableStyle([ ('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#e74c3c')), ('TEXTCOLOR', (0, 0), (-1, 0), colors.whitesmoke), ('ALIGN', (0, 0), (-1, -1), 'CENTER'), ('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'), ('FONTSIZE', (0, 0), (-1, 0), 10), ('BOTTOMPADDING', (0, 0), (-1, 0), 12), ('GRID', (0, 0), (-1, -1), 1, colors.black), ('FONTNAME', (0, 1), (-1, -1), 'Helvetica'), ('FONTSIZE', (0, 1), (-1, -1), 8), ('ROWBACKGROUNDS', (0, 1), (-1, -1), [colors.white, colors.lightgrey]), ])) elements.append(loan_table) else: elements.append(Paragraph("No recent loans found.", styles['Normal'])) # Build PDF doc.build(elements) # Get PDF data pdf_data = buffer.getvalue() buffer.close() # Return response response = HttpResponse(pdf_data, content_type='application/pdf') response['Content-Disposition'] = f'attachment; filename="loans_dashboard_{datetime.now().strftime("%Y%m%d_%H%M%S")}.pdf"' return response except Exception as e: # Fallback to text if PDF generation fails content = f"Loans Dashboard Report - Generated on {datetime.now().strftime('%Y-%m-%d %H:%M:%S')}\n\nError generating PDF: {str(e)}" response = HttpResponse(content, content_type='text/plain') response['Content-Disposition'] = f'attachment; filename="loans_report_{datetime.now().strftime("%Y%m%d")}.txt"' return response @login_required def generate_clients_dashboard_pdf(request): """Generate comprehensive PDF report for clients dashboard""" try: from reportlab.lib.pagesizes import A4 from reportlab.lib import colors from reportlab.lib.units import inch from reportlab.platypus import SimpleDocTemplate, Table, TableStyle, Paragraph, Spacer from reportlab.lib.styles import getSampleStyleSheet, ParagraphStyle from reportlab.lib.enums import TA_CENTER from io import BytesIO selected_branch_id = request.session.get('selected_branch_id') # Get data from users.models import CustomUser clients_qs = CustomUser.objects.filter(role='borrower') if selected_branch_id: clients_qs = clients_qs.filter(branch_id=selected_branch_id) # Calculate metrics total_clients = clients_qs.count() active_clients = clients_qs.filter(is_active=True).count() inactive_clients = total_clients - active_clients clients_with_loans = clients_qs.filter(loans__isnull=False).distinct().count() # Create PDF buffer = BytesIO() doc = SimpleDocTemplate(buffer, pagesize=A4, rightMargin=72, leftMargin=72, topMargin=72, bottomMargin=18) elements = [] styles = getSampleStyleSheet() title_style = ParagraphStyle('CustomTitle', parent=styles['Heading1'], fontSize=24, textColor=colors.HexColor('#2c3e50'), spaceAfter=30, alignment=TA_CENTER) elements.append(Paragraph("Clients Dashboard Report", title_style)) elements.append(Paragraph(f"Generated on {datetime.now().strftime('%B %d, %Y at %I:%M %p')}", styles['Normal'])) elements.append(Spacer(1, 0.3*inch)) # Summary summary_data = [ ['Metric', 'Value'], ['Total Clients', str(total_clients)], ['Active Clients', str(active_clients)], ['Inactive Clients', str(inactive_clients)], ['Clients with Loans', str(clients_with_loans)], ] summary_table = Table(summary_data, colWidths=[3*inch, 3*inch]) summary_table.setStyle(TableStyle([ ('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#3498db')), ('TEXTCOLOR', (0, 0), (-1, 0), colors.whitesmoke), ('ALIGN', (0, 0), (-1, -1), 'LEFT'), ('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'), ('GRID', (0, 0), (-1, -1), 1, colors.black), ('ROWBACKGROUNDS', (0, 1), (-1, -1), [colors.white, colors.lightgrey]), ])) elements.append(summary_table) doc.build(elements) pdf_data = buffer.getvalue() buffer.close() response = HttpResponse(pdf_data, content_type='application/pdf') response['Content-Disposition'] = f'attachment; filename="clients_dashboard_{datetime.now().strftime("%Y%m%d_%H%M%S")}.pdf"' return response except Exception as e: content = f"Clients Dashboard Report - Error: {str(e)}" response = HttpResponse(content, content_type='text/plain') response['Content-Disposition'] = f'attachment; filename="clients_report_{datetime.now().strftime("%Y%m%d")}.txt"' return response @login_required def generate_payments_dashboard_pdf(request): """Generate comprehensive PDF report for payments dashboard""" try: from reportlab.lib.pagesizes import A4 from reportlab.lib import colors from reportlab.lib.units import inch from reportlab.platypus import SimpleDocTemplate, Table, TableStyle, Paragraph, Spacer from reportlab.lib.styles import getSampleStyleSheet, ParagraphStyle from reportlab.lib.enums import TA_CENTER from io import BytesIO from payments.models import MpesaTransaction selected_branch_id = request.session.get('selected_branch_id') # Get data transactions_qs = MpesaTransaction.objects.filter(result_code='0') if selected_branch_id: transactions_qs = transactions_qs.filter(loan__borrower__branch_id=selected_branch_id) total_transactions = transactions_qs.count() total_amount = transactions_qs.aggregate(total=Sum('amount'))['total'] or Decimal('0') # Create PDF buffer = BytesIO() doc = SimpleDocTemplate(buffer, pagesize=A4, rightMargin=72, leftMargin=72, topMargin=72, bottomMargin=18) elements = [] styles = getSampleStyleSheet() title_style = ParagraphStyle('CustomTitle', parent=styles['Heading1'], fontSize=24, textColor=colors.HexColor('#2c3e50'), spaceAfter=30, alignment=TA_CENTER) elements.append(Paragraph("Payments Dashboard Report", title_style)) elements.append(Paragraph(f"Generated on {datetime.now().strftime('%B %d, %Y at %I:%M %p')}", styles['Normal'])) elements.append(Spacer(1, 0.3*inch)) summary_data = [ ['Metric', 'Value'], ['Total Transactions', str(total_transactions)], ['Total Amount', f'KES {total_amount:,.2f}'], ] summary_table = Table(summary_data, colWidths=[3*inch, 3*inch]) summary_table.setStyle(TableStyle([ ('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#3498db')), ('TEXTCOLOR', (0, 0), (-1, 0), colors.whitesmoke), ('ALIGN', (0, 0), (-1, -1), 'LEFT'), ('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'), ('GRID', (0, 0), (-1, -1), 1, colors.black), ('ROWBACKGROUNDS', (0, 1), (-1, -1), [colors.white, colors.lightgrey]), ])) elements.append(summary_table) doc.build(elements) pdf_data = buffer.getvalue() buffer.close() response = HttpResponse(pdf_data, content_type='application/pdf') response['Content-Disposition'] = f'attachment; filename="payments_dashboard_{datetime.now().strftime("%Y%m%d_%H%M%S")}.pdf"' return response except Exception as e: content = f"Payments Dashboard Report - Error: {str(e)}" response = HttpResponse(content, content_type='text/plain') response['Content-Disposition'] = f'attachment; filename="payments_report_{datetime.now().strftime("%Y%m%d")}.txt"' return response @login_required def generate_reports_dashboard_pdf(request): """Generate PDF report for reports dashboard""" try: from reportlab.lib.pagesizes import A4 from reportlab.lib import colors from reportlab.platypus import SimpleDocTemplate, Paragraph from reportlab.lib.styles import getSampleStyleSheet from io import BytesIO buffer = BytesIO() doc = SimpleDocTemplate(buffer, pagesize=A4) elements = [] styles = getSampleStyleSheet() elements.append(Paragraph("Reports Dashboard", styles['Title'])) elements.append(Paragraph(f"Generated on {datetime.now().strftime('%B %d, %Y')}", styles['Normal'])) doc.build(elements) pdf_data = buffer.getvalue() buffer.close() response = HttpResponse(pdf_data, content_type='application/pdf') response['Content-Disposition'] = f'attachment; filename="reports_dashboard_{datetime.now().strftime("%Y%m%d_%H%M%S")}.pdf"' return response except Exception as e: return HttpResponse(f"Error: {str(e)}", content_type='text/plain') @login_required def generate_portfolio_dashboard_pdf(request): """Generate PDF report for portfolio dashboard""" try: from reportlab.lib.pagesizes import A4 from reportlab.lib import colors from reportlab.platypus import SimpleDocTemplate, Paragraph from reportlab.lib.styles import getSampleStyleSheet from io import BytesIO buffer = BytesIO() doc = SimpleDocTemplate(buffer, pagesize=A4) elements = [] styles = getSampleStyleSheet() elements.append(Paragraph("Portfolio Dashboard", styles['Title'])) elements.append(Paragraph(f"Generated on {datetime.now().strftime('%B %d, %Y')}", styles['Normal'])) doc.build(elements) pdf_data = buffer.getvalue() buffer.close() response = HttpResponse(pdf_data, content_type='application/pdf') response['Content-Disposition'] = f'attachment; filename="portfolio_dashboard_{datetime.now().strftime("%Y%m%d_%H%M%S")}.pdf"' return response except Exception as e: return HttpResponse(f"Error: {str(e)}", content_type='text/plain') @login_required def generate_custom_analytics_pdf(request): """Generate PDF report for custom analytics""" try: from reportlab.lib.pagesizes import A4 from reportlab.lib import colors from reportlab.platypus import SimpleDocTemplate, Paragraph from reportlab.lib.styles import getSampleStyleSheet from io import BytesIO buffer = BytesIO() doc = SimpleDocTemplate(buffer, pagesize=A4) elements = [] styles = getSampleStyleSheet() elements.append(Paragraph("Custom Analytics Report", styles['Title'])) elements.append(Paragraph(f"Generated on {datetime.now().strftime('%B %d, %Y')}", styles['Normal'])) doc.build(elements) pdf_data = buffer.getvalue() buffer.close() response = HttpResponse(pdf_data, content_type='application/pdf') response['Content-Disposition'] = f'attachment; filename="custom_analytics_{datetime.now().strftime("%Y%m%d_%H%M%S")}.pdf"' return response except Exception as e: return HttpResponse(f"Error: {str(e)}", content_type='text/plain')