""" Role-Based Dashboard Customization Service Provides dynamic dashboard widgets and quick actions based on user roles and permissions """ from django.db.models import Count, Sum, Avg, Q from django.utils import timezone from datetime import datetime, timedelta from typing import Dict, List, Any, Optional import logging logger = logging.getLogger(__name__) class RoleBasedDashboardService: """ Service for generating role-specific dashboard content and widgets """ def __init__(self, user): self.user = user self.role = user.role self.branch = user.branch def get_dashboard_context(self) -> Dict[str, Any]: """ Get complete dashboard context based on user role and permissions Returns: Dictionary containing all dashboard data for the user """ try: context = { 'user': self.user, 'quick_actions': self.get_quick_actions(), 'recent_activities': self.get_recent_activities(), 'notifications': self.get_notifications(), 'unread_notifications_count': self.get_unread_notifications_count(), 'contextual_help': self.get_contextual_help(), } # Add role-specific context if self.role == 'admin': context.update(self.get_admin_context()) elif self.role == 'team_leader': context.update(self.get_team_leader_context()) elif self.role == 'loan_officer': context.update(self.get_loan_officer_context()) elif self.role == 'secretary': context.update(self.get_secretary_context()) elif self.role == 'auditor': context.update(self.get_auditor_context()) return context except Exception as e: logger.error(f"Error generating dashboard context for user {self.user.id}: {e}") return self.get_fallback_context() def get_quick_actions(self) -> List[Dict[str, Any]]: """ Get role-specific quick actions based on user permissions """ actions = [] try: # Common actions for all roles base_actions = [ { 'title': 'My Profile', 'description': 'Update profile', 'icon': 'user', 'color': 'blue', 'url': f'/users/profile/{self.user.id}/', 'permission_check': True # Always available }, { 'title': 'Notifications', 'description': 'View messages', 'icon': 'bell', 'color': 'yellow', 'url': '/utils/notifications/', 'permission_check': True # Always available } ] # Role-specific actions role_actions = { 'admin': [ { 'title': 'User Management', 'description': 'Manage staff', 'icon': 'users-cog', 'color': 'red', 'url': '/users/admin/', 'permission_check': self.user.has_page_permission('users', 'manage_staff') }, { 'title': 'System Settings', 'description': 'Configure system', 'icon': 'cogs', 'color': 'gray', 'url': '/utils/settings/', 'permission_check': self.user.has_page_permission('settings', 'manage_system') }, { 'title': 'Reports', 'description': 'System reports', 'icon': 'chart-bar', 'color': 'purple', 'url': '/reports/', 'permission_check': self.user.has_page_permission('reports', 'view_all') }, { 'title': 'Audit Logs', 'description': 'View audit trail', 'icon': 'history', 'color': 'indigo', 'url': '/users/audit-logs/', 'permission_check': self.user.has_page_permission('audit', 'view_logs') } ], 'team_leader': [ { 'title': 'Team Performance', 'description': 'View team stats', 'icon': 'chart-line', 'color': 'blue', 'url': '/users/team-performance/', 'permission_check': self.user.has_page_permission('team', 'view_performance') }, { 'title': 'Portfolio Analytics', 'description': 'Portfolio insights', 'icon': 'briefcase', 'color': 'green', 'url': '/users/portfolio-analytics/', 'permission_check': self.user.has_page_permission('portfolio', 'view_analytics') }, { 'title': 'Loan Approvals', 'description': 'Approve loans', 'icon': 'check-circle', 'color': 'emerald', 'url': '/loans/approvals/', 'permission_check': self.user.has_page_permission('loans', 'approve_loans') }, { 'title': 'Staff Management', 'description': 'Manage team', 'icon': 'users', 'color': 'cyan', 'url': '/users/team/', 'permission_check': self.user.has_page_permission('users', 'manage_team') } ], 'loan_officer': [ { 'title': 'My Clients', 'description': 'Manage clients', 'icon': 'address-book', 'color': 'green', 'url': '/users/my-clients/', 'permission_check': self.user.has_page_permission('clients', 'view_assigned') }, { 'title': 'New Application', 'description': 'Create loan app', 'icon': 'plus-circle', 'color': 'blue', 'url': '/loans/create/', 'permission_check': self.user.has_page_permission('loans', 'create_application') }, { 'title': 'Pending Tasks', 'description': 'View tasks', 'icon': 'tasks', 'color': 'orange', 'url': '/loans/pending/', 'permission_check': self.user.has_page_permission('loans', 'view_pending') }, { 'title': 'Collections', 'description': 'Record payments', 'icon': 'money-bill-wave', 'color': 'emerald', 'url': '/payments/collections/', 'permission_check': self.user.has_page_permission('payments', 'record_payment') } ], 'secretary': [ { 'title': 'Document Center', 'description': 'Manage documents', 'icon': 'file-alt', 'color': 'purple', 'url': '/utils/documents/', 'permission_check': self.user.has_page_permission('documents', 'manage_documents') }, { 'title': 'Client Registration', 'description': 'Register clients', 'icon': 'user-plus', 'color': 'green', 'url': '/users/register-client/', 'permission_check': self.user.has_page_permission('clients', 'create_client') }, { 'title': 'Communication', 'description': 'Client messages', 'icon': 'comments', 'color': 'blue', 'url': '/utils/communication/', 'permission_check': self.user.has_page_permission('communication', 'manage_messages') }, { 'title': 'Appointments', 'description': 'Schedule meetings', 'icon': 'calendar', 'color': 'indigo', 'url': '/utils/appointments/', 'permission_check': self.user.has_page_permission('appointments', 'manage_schedule') } ], 'auditor': [ { 'title': 'Audit Dashboard', 'description': 'Audit overview', 'icon': 'search', 'color': 'yellow', 'url': '/reports/audit-dashboard/', 'permission_check': self.user.has_page_permission('audit', 'view_dashboard') }, { 'title': 'Compliance Reports', 'description': 'View compliance', 'icon': 'clipboard-check', 'color': 'green', 'url': '/reports/compliance/', 'permission_check': self.user.has_page_permission('reports', 'view_compliance') }, { 'title': 'Risk Analysis', 'description': 'Analyze risks', 'icon': 'exclamation-triangle', 'color': 'red', 'url': '/reports/risk-analysis/', 'permission_check': self.user.has_page_permission('reports', 'view_risk') }, { 'title': 'Data Export', 'description': 'Export data', 'icon': 'download', 'color': 'cyan', 'url': '/reports/export/', 'permission_check': self.user.has_page_permission('reports', 'export_data') } ] } # Combine base actions with role-specific actions actions.extend(base_actions) if self.role in role_actions: actions.extend(role_actions[self.role]) return actions except Exception as e: logger.error(f"Error generating quick actions for user {self.user.id}: {e}") return base_actions if 'base_actions' in locals() else [] def get_admin_context(self) -> Dict[str, Any]: """Get admin-specific dashboard context""" try: from .models import CustomUser from utils.models import UserAccessLog # System statistics total_users = CustomUser.objects.count() active_users = CustomUser.objects.filter(is_active=True).count() new_users_this_month = CustomUser.objects.filter( date_joined__gte=timezone.now().replace(day=1) ).count() # Active sessions (approximate) active_sessions = UserAccessLog.objects.filter( accessed_at__gte=timezone.now() - timedelta(hours=1) ).values('user').distinct().count() # Permission statistics permission_stats = {} for role in ['admin', 'team_leader', 'loan_officer', 'secretary', 'auditor']: role_users = CustomUser.objects.filter(role=role) custom_overrides = 0 # This would need to be calculated based on UserPagePermission permission_stats[role] = { 'user_count': role_users.count(), 'custom_overrides': custom_overrides } return { 'system_stats': { 'total_users': total_users, 'active_users': active_users, 'user_growth': round((new_users_this_month / max(total_users - new_users_this_month, 1)) * 100, 1), 'active_sessions': active_sessions, 'session_change': 0 # Would need historical data }, 'permission_stats': permission_stats } except Exception as e: logger.error(f"Error generating admin context: {e}") return {} def get_team_leader_context(self) -> Dict[str, Any]: """Get team leader-specific dashboard context""" try: from .models import CustomUser # Team statistics team_members = CustomUser.objects.filter( branch=self.branch, role__in=['loan_officer', 'secretary'] ) if self.branch else CustomUser.objects.none() total_officers = team_members.filter(role='loan_officer').count() # Portfolio statistics (would need actual portfolio models) portfolio_stats = { 'total_value': 0, # Sum of all portfolio values 'active_loans': 0, # Count of active loans 'collection_rate': 0 # Average collection rate } return { 'team_stats': { 'total_officers': total_officers, 'total_members': team_members.count(), 'avg_performance': 85, # Would calculate from actual performance data 'performance_change': 5.2 }, 'portfolio_stats': portfolio_stats } except Exception as e: logger.error(f"Error generating team leader context: {e}") return {} def get_loan_officer_context(self) -> Dict[str, Any]: """Get loan officer-specific dashboard context""" try: # My portfolio statistics (would need actual models) my_portfolio = { 'total_clients': 0, # Count of assigned clients 'portfolio_value': 0, # Total portfolio value 'client_growth': 0, # Growth percentage 'value_growth': 0 # Value growth percentage } # Pending tasks pending_tasks = [ { 'title': 'Loan Applications', 'description': 'Pending review', 'icon': 'file-alt', 'color': 'blue', 'count': 5, 'priority': 'blue' }, { 'title': 'Client Follow-ups', 'description': 'Due today', 'icon': 'phone', 'color': 'green', 'count': 3, 'priority': 'green' }, { 'title': 'Overdue Payments', 'description': 'Requires attention', 'icon': 'exclamation-triangle', 'color': 'red', 'count': 2, 'priority': 'red' } ] return { 'my_portfolio': my_portfolio, 'pending_tasks': pending_tasks } except Exception as e: logger.error(f"Error generating loan officer context: {e}") return {} def get_secretary_context(self) -> Dict[str, Any]: """Get secretary-specific dashboard context""" try: # Document statistics (would need actual document models) document_stats = { 'pending_review': 8, 'processed_today': 12, 'total_documents': 150 } # Communication statistics communication_stats = { 'unread_messages': 4, 'scheduled_calls': 6, 'followups_due': 3 } return { 'document_stats': document_stats, 'communication_stats': communication_stats } except Exception as e: logger.error(f"Error generating secretary context: {e}") return {} def get_auditor_context(self) -> Dict[str, Any]: """Get auditor-specific dashboard context""" try: # Audit statistics audit_stats = { 'pending_audits': 3, 'compliance_issues': 1, 'completed_audits': 15 } # Compliance reports compliance_reports = [ { 'name': 'Monthly Compliance Report', 'last_updated': '2 days ago', 'url': '/reports/compliance/monthly/' }, { 'name': 'Risk Assessment Report', 'last_updated': '1 week ago', 'url': '/reports/risk-assessment/' }, { 'name': 'Audit Trail Summary', 'last_updated': '3 days ago', 'url': '/reports/audit-trail/' } ] return { 'audit_stats': audit_stats, 'compliance_reports': compliance_reports } except Exception as e: logger.error(f"Error generating auditor context: {e}") return {} def get_recent_activities(self) -> List[Dict[str, Any]]: """Get recent activities relevant to the user""" try: from utils.models import UserAccessLog # Get recent activities for this user activities = UserAccessLog.objects.filter( user=self.user ).order_by('-accessed_at')[:5] activity_list = [] for activity in activities: activity_list.append({ 'description': f"Accessed {activity.page_accessed}", 'timestamp': activity.accessed_at, 'icon': 'eye', 'color': 'blue' }) return activity_list except Exception as e: logger.error(f"Error getting recent activities: {e}") return [] def get_notifications(self) -> List[Dict[str, Any]]: """Get user notifications""" try: # This would integrate with an actual notification system notifications = [ { 'message': 'New loan application requires review', 'created_at': timezone.now() - timedelta(hours=2), 'is_read': False, 'icon': 'file-alt', 'type_color': 'blue' }, { 'message': 'Client payment received', 'created_at': timezone.now() - timedelta(hours=4), 'is_read': True, 'icon': 'money-bill-wave', 'type_color': 'green' } ] return notifications[:5] # Return latest 5 except Exception as e: logger.error(f"Error getting notifications: {e}") return [] def get_unread_notifications_count(self) -> int: """Get count of unread notifications""" try: # This would count actual unread notifications return len([n for n in self.get_notifications() if not n.get('is_read', True)]) except Exception as e: logger.error(f"Error getting unread notifications count: {e}") return 0 def get_contextual_help(self) -> List[Dict[str, str]]: """Get contextual help based on user role""" help_items = { 'admin': [ { 'title': 'User Management', 'description': 'Add, edit, and manage staff members and their permissions.' }, { 'title': 'System Settings', 'description': 'Configure system-wide settings and preferences.' } ], 'team_leader': [ { 'title': 'Team Performance', 'description': 'Monitor your team\'s performance and productivity metrics.' }, { 'title': 'Portfolio Management', 'description': 'Oversee portfolio performance and risk management.' } ], 'loan_officer': [ { 'title': 'Client Management', 'description': 'Manage your assigned clients and their loan applications.' }, { 'title': 'Loan Processing', 'description': 'Process loan applications and manage repayments.' } ], 'secretary': [ { 'title': 'Document Management', 'description': 'Organize and manage client documents and files.' }, { 'title': 'Client Communication', 'description': 'Handle client inquiries and schedule appointments.' } ], 'auditor': [ { 'title': 'Audit Reports', 'description': 'Generate and review audit reports and compliance data.' }, { 'title': 'Risk Analysis', 'description': 'Analyze system risks and compliance issues.' } ] } return help_items.get(self.role, []) def get_fallback_context(self) -> Dict[str, Any]: """Get minimal fallback context in case of errors""" return { 'user': self.user, 'quick_actions': [ { 'title': 'My Profile', 'description': 'Update profile', 'icon': 'user', 'color': 'blue', 'url': f'/users/profile/{self.user.id}/', 'permission_check': True } ], 'recent_activities': [], 'notifications': [], 'unread_notifications_count': 0, 'contextual_help': [] } def refresh_dashboard_data(self) -> Dict[str, Any]: """ Refresh dashboard data for AJAX updates Returns only the dynamic parts that need updating """ try: return { 'notifications': self.get_notifications(), 'unread_notifications_count': self.get_unread_notifications_count(), 'recent_activities': self.get_recent_activities(), # Add other dynamic data as needed } except Exception as e: logger.error(f"Error refreshing dashboard data: {e}") return {} def get_dashboard_context(user) -> Dict[str, Any]: """ Convenience function to get dashboard context for a user """ service = RoleBasedDashboardService(user) return service.get_dashboard_context()