""" AJAX Views for Real-time Date Filtering and Chart Updates Provides API endpoints for filtered data retrieval and chart updates """ from django.http import JsonResponse from django.views.decorators.http import require_http_methods from django.views.decorators.csrf import csrf_exempt from django.contrib.auth.decorators import login_required from django.utils.decorators import method_decorator from django.views import View from django.utils import timezone from datetime import datetime, timedelta import json import logging from .comprehensive_reports import ComprehensiveReportsService from .chart_generation_service import ChartGenerationService logger = logging.getLogger(__name__) @method_decorator([login_required, csrf_exempt], name='dispatch') class FilteredDataAPIView(View): """ API endpoint for retrieving filtered report data with chart configurations """ def __init__(self): super().__init__() self.reports_service = ComprehensiveReportsService() self.chart_service = ChartGenerationService() def get(self, request): """ Handle GET requests for filtered data """ try: # Parse request parameters start_date = request.GET.get('start_date') end_date = request.GET.get('end_date') report_type = request.GET.get('report_type', 'dashboard') include_comparison = request.GET.get('include_comparison', 'false').lower() == 'true' chart_theme = request.GET.get('theme', 'light') # Validate dates if not start_date or not end_date: return JsonResponse({ 'error': 'Both start_date and end_date are required' }, status=400) try: start_date = datetime.strptime(start_date, '%Y-%m-%d').date() end_date = datetime.strptime(end_date, '%Y-%m-%d').date() except ValueError: return JsonResponse({ 'error': 'Invalid date format. Use YYYY-MM-DD' }, status=400) # Validate date range if start_date > end_date: return JsonResponse({ 'error': 'Start date cannot be after end date' }, status=400) # Check if date range is too large (more than 2 years) days_diff = (end_date - start_date).days if days_diff > 730: return JsonResponse({ 'error': 'Date range cannot exceed 2 years' }, status=400) # Get filtered data based on report type data = self.get_filtered_report_data(report_type, start_date, end_date, include_comparison) # Generate chart configurations with theme charts = self.generate_chart_configs(report_type, data, chart_theme) # Prepare response response_data = { 'success': True, 'data': data, 'charts': charts, 'summary': self.generate_summary_data(data), 'date_range': { 'start': start_date.isoformat(), 'end': end_date.isoformat(), 'days': days_diff }, 'metadata': { 'report_type': report_type, 'theme': chart_theme, 'generated_at': timezone.now().isoformat(), 'user': request.user.username if request.user.is_authenticated else 'anonymous' } } if include_comparison: comparison_data = self.get_comparison_data(report_type, start_date, end_date) response_data['comparison'] = comparison_data return JsonResponse(response_data) except Exception as e: logger.error(f"Error in FilteredDataAPIView: {str(e)}") return JsonResponse({ 'error': 'Internal server error', 'message': str(e) }, status=500) def get_filtered_report_data(self, report_type, start_date, end_date, include_comparison=False): """ Get filtered data for specific report type """ date_filter = {'start_date': start_date, 'end_date': end_date} if report_type == 'loans_due': return self.reports_service.get_loans_due_report( start_date=start_date, end_date=end_date ) elif report_type == 'delinquent_loans': return self.reports_service.get_delinquent_loans_report( date_filter=date_filter ) elif report_type == 'loans_in_arrears': return self.reports_service.get_loans_in_arrears_report( date_filter=date_filter ) elif report_type == 'processing_fees': return self.reports_service.get_processing_fees_report( period='custom', custom_dates=date_filter ) elif report_type == 'interest_income': return self.reports_service.get_interest_income_report( start_date=start_date, end_date=end_date ) elif report_type == 'registration_fees': return self.reports_service.get_registration_fees_report( filters=date_filter ) else: # Dashboard - get summary of all reports return self.get_dashboard_data(start_date, end_date) def get_dashboard_data(self, start_date, end_date): """ Get comprehensive dashboard data for date range """ return { 'loans_due': self.reports_service.get_loans_due_report(start_date, end_date), 'delinquent': self.reports_service.get_delinquent_loans_report({'start_date': start_date, 'end_date': end_date}), 'processing_fees': self.reports_service.get_processing_fees_report('custom', {'start_date': start_date, 'end_date': end_date}), 'interest_income': self.reports_service.get_interest_income_report(start_date, end_date) } def get_comparison_data(self, report_type, start_date, end_date): """ Get comparison data for previous period """ # Calculate previous period dates period_length = (end_date - start_date).days prev_end_date = start_date - timedelta(days=1) prev_start_date = prev_end_date - timedelta(days=period_length) # Get data for previous period prev_data = self.get_filtered_report_data(report_type, prev_start_date, prev_end_date) return { 'previous_period': prev_data, 'period_dates': { 'start': prev_start_date.isoformat(), 'end': prev_end_date.isoformat() } } def generate_chart_configs(self, report_type, data, theme='light'): """ Generate Chart.js configurations for the report data with theme support """ charts = {} try: if report_type == 'loans_due': charts.update(self.generate_loans_due_charts(data, theme)) elif report_type == 'delinquent_loans': charts.update(self.generate_delinquent_charts(data, theme)) elif report_type == 'loans_in_arrears': charts.update(self.generate_arrears_charts(data, theme)) elif report_type == 'processing_fees': charts.update(self.generate_processing_fees_charts(data, theme)) elif report_type == 'interest_income': charts.update(self.generate_interest_charts(data, theme)) elif report_type == 'registration_fees': charts.update(self.generate_registration_charts(data, theme)) else: charts.update(self.generate_dashboard_charts(data, theme)) except Exception as e: logger.error(f"Error generating chart configs: {str(e)}") charts['error'] = {'error': str(e)} return charts def get_theme_colors(self, theme='light'): """Get color scheme based on theme""" themes = { 'light': { 'primary': '#4e73df', 'success': '#1cc88a', 'warning': '#f6c23e', 'danger': '#e74a3b', 'info': '#36b9cc', 'secondary': '#858796', 'background': '#ffffff', 'text': '#5a5c69', 'grid': 'rgba(0,0,0,0.1)' }, 'dark': { 'primary': '#5a6acf', 'success': '#28a745', 'warning': '#ffc107', 'danger': '#dc3545', 'info': '#17a2b8', 'secondary': '#6c757d', 'background': '#2c3e50', 'text': '#ffffff', 'grid': 'rgba(255,255,255,0.1)' } } return themes.get(theme, themes['light']) def generate_loans_due_charts(self, data, theme='light'): """Generate chart configs for loans due report""" charts = {} colors = self.get_theme_colors(theme) summary = data.get('summary', {}) # Due amounts by urgency charts['due_amounts_urgency'] = { 'type': 'bar', 'title': 'Loan Amounts Due by Urgency', 'labels': ['Due Today', 'Due Tomorrow', 'Due This Week', 'Due Later'], 'datasets': [{ 'label': 'Amount (KES)', 'data': [ float(summary.get('today_due_amount', 0)), float(summary.get('tomorrow_due_amount', 0)), float(summary.get('week_due_amount', 0)), float(summary.get('later_due_amount', 0)) ], 'backgroundColor': [colors['danger'], colors['warning'], colors['info'], colors['primary']], 'borderColor': [colors['danger'], colors['warning'], colors['info'], colors['primary']], 'borderWidth': 1 }], 'formatCurrency': True } # Loan count distribution charts['due_count_distribution'] = { 'type': 'doughnut', 'title': 'Distribution of Loans Due by Count', 'labels': ['Due Today', 'Due Tomorrow', 'Due This Week', 'Due Later'], 'datasets': [{ 'data': [ summary.get('today_due_count', 0), summary.get('tomorrow_due_count', 0), summary.get('week_due_count', 0), summary.get('later_due_count', 0) ], 'backgroundColor': [colors['danger'], colors['warning'], colors['info'], colors['primary']], 'borderWidth': 2, 'borderColor': colors['background'] }] } return charts def generate_delinquent_charts(self, data): """Generate chart configs for delinquent loans report""" charts = {} # Aging analysis if 'aging_buckets' in data: aging_data = data['aging_buckets'] charts['aging_analysis'] = { 'type': 'bar', 'title': 'Delinquent Loans Aging Analysis', 'labels': list(aging_data.keys()), 'datasets': [{ 'label': 'Amount (KES)', 'data': list(aging_data.values()), 'backgroundColor': ['#f39c12', '#e74c3c', '#8b0000'], 'borderColor': ['#d68910', '#c0392b', '#660000'], 'borderWidth': 1 }] } return charts def generate_arrears_charts(self, data): """Generate chart configs for arrears report""" charts = {} return charts def generate_processing_fees_charts(self, data): """Generate chart configs for processing fees report""" charts = {} # Monthly revenue trend if 'monthly_revenue' in data: monthly_data = data['monthly_revenue'] charts['revenue_trend'] = { 'type': 'line', 'title': 'Processing Fee Revenue Trend', 'labels': monthly_data.get('months', []), 'datasets': [{ 'label': 'Revenue (KES)', 'data': monthly_data.get('amounts', []), 'borderColor': '#27ae60', 'backgroundColor': 'rgba(39, 174, 96, 0.1)', 'borderWidth': 2, 'fill': True, 'tension': 0.4 }] } return charts def generate_interest_charts(self, data): """Generate chart configs for interest income report""" charts = {} # Product performance if 'product_performance' in data: product_data = data['product_performance'] charts['product_performance'] = { 'type': 'bar', 'title': 'Interest Income by Product Type', 'labels': list(product_data.keys()), 'datasets': [{ 'label': 'Interest Income (KES)', 'data': list(product_data.values()), 'backgroundColor': ['#3498db', '#e74c3c', '#2ecc71', '#f39c12'], 'borderColor': ['#2980b9', '#c0392b', '#27ae60', '#d68910'], 'borderWidth': 1 }] } return charts def generate_registration_charts(self, data): """Generate chart configs for registration fees report""" charts = {} # Product breakdown if 'product_breakdown' in data: product_data = data['product_breakdown'] charts['product_breakdown'] = { 'type': 'pie', 'title': 'Registration Fees by Product Type', 'labels': list(product_data.keys()), 'datasets': [{ 'data': list(product_data.values()), 'backgroundColor': ['#3498db', '#e74c3c', '#2ecc71', '#f39c12', '#9b59b6'], 'borderWidth': 2, 'borderColor': '#ffffff' }] } return charts def generate_dashboard_charts(self, data): """Generate chart configs for dashboard overview""" charts = {} # Portfolio overview portfolio_data = { 'Active Loans': data.get('loans_due', {}).get('summary', {}).get('total_active', 0), 'Delinquent': data.get('delinquent', {}).get('summary', {}).get('total_delinquent', 0), 'Completed': data.get('loans_due', {}).get('summary', {}).get('total_completed', 0) } charts['portfolio_overview'] = { 'type': 'doughnut', 'title': 'Portfolio Overview', 'labels': list(portfolio_data.keys()), 'datasets': [{ 'data': list(portfolio_data.values()), 'backgroundColor': ['#2ecc71', '#e74c3c', '#3498db'], 'borderWidth': 2, 'borderColor': '#ffffff' }] } return charts def generate_summary_data(self, data): """ Generate summary statistics for dashboard cards """ summary = {} try: if isinstance(data, dict): # Extract key metrics based on data structure if 'summary' in data: summary.update(data['summary']) # Calculate additional metrics if 'loans' in data: summary['total_loans'] = len(data['loans']) if 'total_amount' in data: summary['total_amount'] = data['total_amount'] except Exception as e: logger.error(f"Error generating summary data: {str(e)}") return summary @require_http_methods(["GET"]) @login_required def get_chart_data(request, report_type, chart_type): """ Get specific chart data for a report type """ try: start_date = request.GET.get('start_date') end_date = request.GET.get('end_date') if not start_date or not end_date: return JsonResponse({'error': 'Date range required'}, status=400) start_date = datetime.strptime(start_date, '%Y-%m-%d').date() end_date = datetime.strptime(end_date, '%Y-%m-%d').date() # Get the specific chart data reports_service = ComprehensiveReportsService() chart_service = ChartGenerationService() # Get report data if report_type == 'loans_due': report_data = reports_service.get_loans_due_report(start_date, end_date) elif report_type == 'delinquent_loans': report_data = reports_service.get_delinquent_loans_report({'start_date': start_date, 'end_date': end_date}) else: return JsonResponse({'error': 'Invalid report type'}, status=400) # Generate specific chart if chart_type == 'web': chart_config = chart_service.generate_chart_for_web('bar', report_data) return JsonResponse({'chart_config': json.loads(chart_config)}) else: return JsonResponse({'error': 'Invalid chart type'}, status=400) except Exception as e: logger.error(f"Error in get_chart_data: {str(e)}") return JsonResponse({'error': str(e)}, status=500) @require_http_methods(["POST"]) @login_required @csrf_exempt def update_chart_preferences(request): """ Update user chart preferences """ try: data = json.loads(request.body) chart_id = data.get('chart_id') preferences = data.get('preferences', {}) # Save preferences to user profile or session request.session[f'chart_prefs_{chart_id}'] = preferences return JsonResponse({'success': True}) except Exception as e: logger.error(f"Error updating chart preferences: {str(e)}") return JsonResponse({'error': str(e)}, status=500)