from django.http import JsonResponse, HttpResponseRedirect, HttpResponse
from django.shortcuts import get_object_or_404, render
from django.core.urlresolvers import reverse
from django.template import Context
from micro_admin.models import User, Group, Client, LoanAccount, Receipts, GroupMemberLoanAccount, LoanRepaymentEvery, Payments
from micro_admin.forms import LoanAccountForm
from core.utils import send_email_template, unique_random_number
from django.utils.encoding import smart_str
from django.conf import settings
import decimal
import datetime
import xlwt
import csv
d = decimal.Decimal
def client_loan_application(request, client_id):
form = LoanAccountForm()
client = get_object_or_404(Client, id=client_id)
group = Group.objects.filter(clients__id__in=client_id).first()
account_no = unique_random_number(LoanAccount)
loan_pay = LoanRepaymentEvery.objects.all()
if request.method == 'POST':
form = LoanAccountForm(request.POST)
if form.is_valid():
loan_account = form.save(commit=False)
loan_account.status = "Applied"
loan_account.created_by = User.objects.get(username=request.user)
loan_account.client = client
interest_charged = d(
(
d(loan_account.loan_amount) * (
d(loan_account.annual_interest_rate) / 12)
) / 100
)
loan_account.principle_repayment = d(
int(loan_account.loan_repayment_every) * (
d(loan_account.loan_amount) / d(
loan_account.loan_repayment_period)
)
)
loan_account.interest_charged = d(
int(loan_account.loan_repayment_every) * d(interest_charged))
loan_account.loan_repayment_amount = d(
d(loan_account.principle_repayment) + d(
loan_account.interest_charged)
)
loan_account.total_loan_balance = d(d(loan_account.loan_amount))
if group:
loan_account.group = group
loan_account.save()
if client.email and client.email.strip():
send_email_template(
subject="Your application for the Personal Loan (ID: %s) has been Received." % loan_account.account_no,
template_name="emails/client/loan_applied.html",
receipient=client.email,
ctx={
"client": client,
"loan_account": loan_account,
"link_prefix": settings.SITE_URL,
},
)
return JsonResponse({"error": False, "loanaccount_id": loan_account.id})
else:
return JsonResponse({"error": True, "message": form.errors})
context = {
'form': form, 'client': client, 'account_no': account_no,
'loan_repayment_every': loan_pay
}
return render(request, "client/loan/application.html", context)
def client_loan_list(request, client_id):
client = get_object_or_404(Client, id=client_id)
queryset = LoanAccount.objects.filter(client=client)
return render(request, "client/loan/list_of_loan_accounts.html", {
'client': client, 'loan_accounts_list': queryset
})
def client_loan_account(request, pk):
loan_account = LoanAccount.objects.get(id=pk)
loan_disbursements = Payments.objects.filter(loan_account=loan_account)
no_of_repayments_completed = int((loan_account.no_of_repayments_completed) / (loan_account.loan_repayment_every))
context = {
"loanaccount": loan_account, 'loan_disbursements': loan_disbursements,
"no_of_repayments_completed": no_of_repayments_completed
}
return render(request, 'client/loan/account.html', context)
def client_loan_deposit_list(request, client_id, loanaccount_id):
client = get_object_or_404(Client, id=client_id)
loanaccount = get_object_or_404(LoanAccount, id=loanaccount_id)
queryset = Receipts.objects.filter(client=client, member_loan_account=loanaccount).exclude(
demand_loanprinciple_amount_atinstant=0,
demand_loaninterest_amount_atinstant=0
)
context = {'receipts_lists': queryset, 'loanaccount': loanaccount}
return render(request, 'client/loan/view_loan_deposits.html', context)
def client_loan_ledger_view(request, client_id, loanaccount_id):
client = get_object_or_404(Client, id=client_id)
loanaccount = get_object_or_404(LoanAccount, id=loanaccount_id)
queryset = Receipts.objects.filter(client=client, member_loan_account=loanaccount).exclude(
demand_loanprinciple_amount_atinstant=0,
demand_loaninterest_amount_atinstant=0
)
context = {'client': client, 'loanaccount': loanaccount, 'receipts_list': queryset}
return render(request, 'client/loan/client_ledger_account.html', context)
def client_ledger_csv_download(request, client_id, loanaccount_id):
client = get_object_or_404(Client, id=client_id)
loanaccount = get_object_or_404(LoanAccount, id=loanaccount_id)
receipts_list = Receipts.objects.filter(
client=client,
member_loan_account=loanaccount
).exclude(
demand_loanprinciple_amount_atinstant=0,
demand_loaninterest_amount_atinstant=0
)
try:
response = HttpResponse(content_type='application/x-download')
response['Content-Disposition'] = 'attachment; filename=' + \
client.first_name + client.last_name + "_ledger.csv"
writer = csv.writer(response, csv.excel)
response.write(u'\ufeff'.encode('utf8'))
group = client.group_set.get()
writer.writerow([
smart_str(client.id),
smart_str(client.first_name),
smart_str(group.name),
])
writer.writerow([
smart_str(u"Date"),
smart_str(u"Recepit No"),
smart_str(u"Demand Principal"),
smart_str(u"Demand Interest"),
smart_str(u"Collecton Principal"),
smart_str(u"Collecton Interest"),
smart_str(u"Balance Principal"),
smart_str(u"Balance Interest"),
smart_str(u"Loan Outstanding"),
])
for receipt in receipts_list:
if receipt.demand_loanprinciple_amount_atinstant:
var1 = d(receipt.demand_loanprinciple_amount_atinstant)
else:
var1 = 0
if receipt.loanprinciple_amount:
var2 = d(receipt.loanprinciple_amount)
else:
var2 = 0
if var1 > var2:
balance_principle = d(d(var1) - d(var2))
else:
balance_principle = 0
if receipt.demand_loaninterest_amount_atinstant:
var4 = d(receipt.demand_loaninterest_amount_atinstant)
else:
var4 = 0
if receipt.loaninterest_amount:
var5 = d(receipt.loaninterest_amount)
else:
var5 = 0
if var4 > var5:
balance_interest = d(d(var4) - d(var5))
else:
balance_interest = 0
writer.writerow([
smart_str(receipt.date),
smart_str(receipt.receipt_number),
smart_str(receipt.demand_loanprinciple_amount_atinstant),
smart_str(receipt.demand_loaninterest_amount_atinstant),
smart_str(receipt.loanprinciple_amount),
smart_str(receipt.loaninterest_amount),
smart_str(balance_principle),
smart_str(balance_interest),
smart_str(receipt.principle_loan_balance_atinstant),
])
return response
except Exception as err:
errmsg = "%s" % (err)
return HttpResponse(errmsg)
def client_ledger_excel_download(request, client_id, loanaccount_id):
client = get_object_or_404(Client, id=client_id)
loanaccount = get_object_or_404(LoanAccount, id=loanaccount_id)
receipts_list = Receipts.objects.filter(
client=client,
member_loan_account=loanaccount
).exclude(
demand_loanprinciple_amount_atinstant=0,
demand_loaninterest_amount_atinstant=0
)
try:
response = HttpResponse(content_type='application/ms-excel')
response['Content-Disposition'] = 'attachment; filename=' + \
client.first_name + client.last_name + "_ledger.xls"
wb = xlwt.Workbook(encoding='utf-8')
ws = wb.add_sheet("Ledger")
row_num = 0
columns = [
(u"Date", 1000),
(u"Receipt Number", 1000),
(u"Demand Principal", 2000),
(u"Demand Interest", 2000),
(u"Collection Principal", 2000),
(u"Collection Interest", 2000),
(u"Balance Principal", 2000),
(u"Balance Interest", 2000),
(u"Loan Outstanding", 2000),
]
font_style = xlwt.XFStyle()
font_style.font.bold = True
for col_num in range(len(columns)):
ws.write(row_num, col_num, columns[col_num][0], font_style)
ws.col(col_num).width = columns[col_num][1]
font_style = xlwt.XFStyle()
font_style.alignment.wrap = 1
for receipt in receipts_list:
row_num += 1
if receipt.demand_loanprinciple_amount_atinstant:
var1 = d(receipt.demand_loanprinciple_amount_atinstant)
else:
var1 = 0
if receipt.loanprinciple_amount:
var2 = d(receipt.loanprinciple_amount)
else:
var2 = 0
if var1 > var2:
balance_principle = d(d(var1) - d(var2))
else:
balance_principle = 0
if receipt.demand_loaninterest_amount_atinstant:
var4 = d(receipt.demand_loaninterest_amount_atinstant)
else:
var4 = 0
if receipt.loaninterest_amount:
var5 = d(receipt.loaninterest_amount)
else:
var5 = 0
if var4 > var5:
balance_interest = d(d(var4) - d(var5))
else:
balance_interest = 0
row = [
str(receipt.date),
receipt.receipt_number,
receipt.demand_loanprinciple_amount_atinstant,
receipt.demand_loaninterest_amount_atinstant,
receipt.loanprinciple_amount,
receipt.loaninterest_amount,
balance_principle,
balance_interest,
receipt.principle_loan_balance_atinstant,
]
for col_num in range(len(row)):
ws.write(row_num, col_num, row[col_num], font_style)
wb.save(response)
return response
except Exception as err:
errmsg = "%s" % (err)
return HttpResponse(errmsg)
def client_ledger_pdf_download(request, client_id, loanaccount_id):
client = get_object_or_404(Client, id=client_id)
loanaccount = get_object_or_404(LoanAccount, id=loanaccount_id)
receipts_list = Receipts.objects.filter(
client=client,
member_loan_account=loanaccount
).exclude(
demand_loanprinciple_amount_atinstant=0,
demand_loaninterest_amount_atinstant=0
)
try:
# context = Context({
# 'pagesize': 'A4', "receipts_list": receipts_list,
# "client": client, "mediaroot": settings.MEDIA_ROOT})
context = dict({
'pagesize': 'A4', "receipts_list": receipts_list,
"client": client, "mediaroot": settings.MEDIA_ROOT})
return render(request, 'pdfledger.html', context)
except Exception as err:
errmsg = "%s" % (err)
return HttpResponse(errmsg)
def group_loan_application(request, group_id):
group = get_object_or_404(Group, id=group_id)
account_no = unique_random_number(LoanAccount)
loan_repayment_every = LoanRepaymentEvery.objects.all()
form = LoanAccountForm()
if request.method == 'POST':
form = LoanAccountForm(request.POST)
if form.is_valid():
loan_account = form.save(commit=False)
if len(group.clients.all()):
loan_account.status = "Applied"
loan_account.created_by = User.objects.get(username=request.user)
loan_account.group = group
interest_charged = d(
(
d(loan_account.loan_amount) * (
d(loan_account.annual_interest_rate) / 12)
) / 100
)
loan_account.principle_repayment = d(
int(loan_account.loan_repayment_every) *
(
d(loan_account.loan_amount) / d(
loan_account.loan_repayment_period)
)
)
loan_account.interest_charged = d(
int(loan_account.loan_repayment_every) * d(interest_charged))
loan_account.loan_repayment_amount = d(
d(loan_account.principle_repayment) + d(
loan_account.interest_charged)
)
loan_account.total_loan_balance = d(d(loan_account.loan_amount))
loan_account.save()
loan_amount = (loan_account.loan_amount) / group.clients.all().count()
for client in group.clients.all():
if client.email and client.email.strip():
send_email_template(
subject="Group Loan (ID: %s) application has been Received."
% loan_account.account_no,
template_name="emails/group/loan_applied.html",
receipient=client.email,
ctx={
"client": client,
"loan_account": loan_account,
"link_prefix": settings.SITE_URL,
},
)
group_member = GroupMemberLoanAccount.objects.create(
account_no=loan_account.account_no,
client=client, loan_amount=loan_amount,
group_loan_account=loan_account, loan_repayment_period=loan_account.loan_repayment_period,
loan_repayment_every=loan_account.loan_repayment_every,
total_loan_balance=d(loan_amount), status=loan_account.status,
annual_interest_rate=loan_account.annual_interest_rate,
interest_type=loan_account.interest_type
)
interest_charged = d(
(
d(group_member.loan_amount) * (
d(loan_account.annual_interest_rate) / 12)
) / 100
)
group_member.principle_repayment = d(
int(group_member.loan_repayment_every) *
(
d(group_member.loan_amount) / d(
group_member.loan_repayment_period)
)
)
group_member.interest_charged = d(
int(group_member.loan_repayment_every) * d(interest_charged))
group_member.loan_repayment_amount = d(
d(group_member.principle_repayment) + d(
group_member.interest_charged)
)
group_member.save()
return JsonResponse({"error": False, "loanaccount_id": loan_account.id})
else:
return JsonResponse({"error": True, "error_message": "Group does not contains any members."})
else:
return JsonResponse({"error": True, "message": form.errors})
context = {
'form': form, 'group': group, 'account_no': account_no,
'loan_repayment_every': loan_repayment_every
}
return render(request, 'group/loan/application.html', context)
def group_loan_list(request, group_id):
group = get_object_or_404(Group, id=group_id)
queryset = LoanAccount.objects.filter(group=group)
context = {'loan_accounts_list': queryset, 'group': group}
return render(request, 'group/loan/list_of_loan_accounts.html', context)
def group_loan_account(request, loanaccount_id):
loan_object = LoanAccount.objects.get(id=loanaccount_id)
group = loan_object.group
total_loan_amount_repaid = 0
total_interest_repaid = 0
loan_disbursements = Payments.objects.filter(loan_account=loan_object)
group_members = GroupMemberLoanAccount.objects.filter(group_loan_account=loan_object)
for member in group_members:
total_loan_amount_repaid += member.total_loan_amount_repaid
total_interest_repaid += member.total_interest_repaid
context = {}
context['total_loan_amount_repaid'] = total_loan_amount_repaid
context['total_interest_repaid'] = total_interest_repaid
context['total_loan_paid'] = total_loan_amount_repaid + total_interest_repaid
context['group'] = group
context["loan_disbursements"] = loan_disbursements
return render(request, 'group/loan/account.html', context)
def group_loan_deposits_list(request, loanaccount_id, group_id):
loan_account = get_object_or_404(LoanAccount, id=loanaccount_id)
group = get_object_or_404(Group, id=group_id)
queryset = Receipts.objects.filter(
group=group,
group_loan_account=loan_account
)
context = {}
context["loan_account"] = loan_account
context["group"] = group
context['receipts_list'] = queryset
return render(request, 'group/loan/list_of_loan_deposits.html', context)
def change_loan_account_status(request, pk):
# if request.method == 'POST':
loan_object = get_object_or_404(LoanAccount, id=pk)
if loan_object:
branch_id = loan_object.group.branch.id
elif loan_object.client:
branch_id = loan_object.client.branch.id
else:
branch_id = None
if branch_id:
if (request.user.is_admin or
(request.user.has_perm("branch_manager") and
request.user.branch.id == branch_id)):
status = request.GET.get("status")
if status in ['Closed', 'Withdrawn', 'Rejected', 'Approved']:
loan_object.status = request.GET.get("status")
loan_object.approved_date = datetime.datetime.now()
loan_object.save()
if loan_object.client:
if loan_object.status == 'Approved':
if loan_object.client.email and loan_object.client.email.strip():
send_email_template(
subject="Your application for the Personal Loan (ID: %s) has been Approved." % loan_object.account_no,
template_name="emails/client/loan_approved.html",
receipient=loan_object.client.email,
ctx={
"client": loan_object.client,
"loan_account": loan_object,
"link_prefix": settings.SITE_URL,
},
)
elif loan_object.group:
group_member_loans = GroupMemberLoanAccount.objects.filter(group_loan_account=loan_object)
group_member_loans.update(status=loan_object.status)
group_member_loans.update(loan_issued_date=loan_object.loan_issued_date)
group_member_loans.update(interest_type=loan_object.interest_type)
for client in loan_object.group.clients.all():
if client.email and client.email.strip():
send_email_template(
subject="Group Loan (ID: %s) application has been Approved."
% loan_object.account_no,
template_name="emails/group/loan_approved.html",
receipient=client.email,
ctx={
"client": client,
"loan_account": loan_object,
"link_prefix": settings.SITE_URL,
},
)
data = {"error": False}
else:
data = {"error": True, "error_message": "Status is not in available choices"}
else:
data = {"error": True, "error_message": "You don't have permission to change the status."}
else:
data = {"error": True, "error_message": "Branch Id not Found"}
data["success_url"] = reverse('loans:clientloanaccount', kwargs={"pk": loan_object.id})
return JsonResponse(data)
def issue_loan(request, loanaccount_id):
loan_account = get_object_or_404(LoanAccount, id=loanaccount_id)
if loan_account.group or loan_account.client:
loan_account.loan_issued_date = datetime.datetime.now()
loan_account.loan_issued_by = request.user
loan_account.save()
if loan_account.group:
group_members = GroupMemberLoanAccount.objects.filter(group_loan_account=loan_account)
group_members.update(loan_issued_date=datetime.datetime.now())
url = reverse("loans:grouploanaccount", kwargs={"pk": loan_account.id})
elif loan_account.client:
url = reverse("loans:clientloanaccount", kwargs={'pk': loan_account.id})
else:
url = "/"
return HttpResponseRedirect(url)
