from django.shortcuts import render from django.http import JsonResponse from django.db.models import Q, Sum, Count, F from django.db.models.functions import TruncMonth from django.urls import reverse from inventory.models import Product from customers.models import Customer from suppliers.models import Supplier from sales.models import Sale from hr.models import Employee, Attendance from orders.models import Order from expenses.models import Expense from django.contrib.auth.decorators import login_required from django.utils import timezone from datetime import timedelta @login_required def global_search(request): query = request.GET.get('q', '').strip() if len(query) < 2: return JsonResponse({'results': []}) results = [] # Search Products try: products = Product.objects.filter( Q(name__icontains=query) | Q(barcode__icontains=query) | Q(description__icontains=query), is_active=True )[:5] for product in products: results.append({ 'category': 'Product', 'title': product.name, 'subtitle': f'Price: KSh {product.selling_price} | Stock: {product.stock_quantity}', 'url': reverse('product_detail', args=[product.id]) }) except: pass # Search Customers try: customers = Customer.objects.filter( Q(first_name__icontains=query) | Q(last_name__icontains=query) | Q(phone__icontains=query) | Q(email__icontains=query) | Q(customer_id__icontains=query) )[:5] for customer in customers: results.append({ 'category': 'Customer', 'title': f'{customer.first_name} {customer.last_name}', 'subtitle': f'ID: {customer.customer_id} | Phone: {customer.phone}', 'url': reverse('customer_detail', args=[customer.customer_id]) }) except: pass # Search Suppliers try: suppliers = Supplier.objects.filter( Q(name__icontains=query) | Q(contact_person__icontains=query) | Q(phone__icontains=query) | Q(email__icontains=query) | Q(supplier_id__icontains=query) )[:5] for supplier in suppliers: results.append({ 'category': 'Supplier', 'title': supplier.name, 'subtitle': f'ID: {supplier.supplier_id} | Contact: {supplier.contact_person or "N/A"}', 'url': reverse('view_supplier', args=[supplier.id]) }) except: pass # Search Sales try: sales = Sale.objects.filter( Q(id__icontains=query) | Q(customer__first_name__icontains=query) | Q(customer__last_name__icontains=query) )[:3] for sale in sales: customer_name = f'{sale.customer.first_name} {sale.customer.last_name}' if sale.customer else 'Walk-in Customer' results.append({ 'category': 'Sale', 'title': f'Sale #{sale.id}', 'subtitle': f'Customer: {customer_name} | Amount: KSh {sale.total_amount}', 'url': reverse('sale_detail', args=[sale.id]) }) except: pass # Search Employees try: employees = Employee.objects.filter( Q(first_name__icontains=query) | Q(last_name__icontains=query) | Q(employee_id__icontains=query) | Q(job_title__icontains=query) )[:3] for employee in employees: results.append({ 'category': 'Employee', 'title': f'{employee.first_name} {employee.last_name}', 'subtitle': f'ID: {employee.employee_id} | Position: {employee.job_title}', 'url': reverse('employee_detail', args=[employee.id]) }) except: pass # Search Orders try: orders = Order.objects.filter( Q(order_number__icontains=query) | Q(supplier__name__icontains=query) )[:3] for order in orders: results.append({ 'category': 'Order', 'title': f'Order {order.order_number}', 'subtitle': f'Supplier: {order.supplier.name} | Total: KSh {order.total_cost}', 'url': reverse('order_detail', args=[order.id]) }) except: pass return JsonResponse({'results': results}) @login_required(login_url='/auth/login/') def dashboard_view(request): # Get the current date today = timezone.now().date() expiry_threshold = today + timedelta(days=30) # Calculate time periods start_of_week = today - timedelta(days=today.weekday()) start_of_month = today.replace(day=1) six_months_ago = today - timedelta(days=6*30) two_weeks_ago = today - timedelta(days=14) # Sales Overview - Use the same comprehensive approach as sales dashboard daily_sales = Sale.objects.filter(sale_date__date=today).aggregate( total_sales=Sum('total_amount'), cash_sales=Sum('total_amount', filter=Q(payment_method='cash')), mpesa_sales=Sum('total_amount', filter=Q(payment_method='mpesa')), credit_sales=Sum('total_amount', filter=Q(payment_method='credit')), cheque_sales=Sum('total_amount', filter=Q(payment_method='cheque')), transaction_count=Count('id') ) weekly_sales = Sale.objects.filter(sale_date__date__gte=start_of_week).aggregate( total_sales=Sum('total_amount'), cash_sales=Sum('total_amount', filter=Q(payment_method='cash')), mpesa_sales=Sum('total_amount', filter=Q(payment_method='mpesa')), credit_sales=Sum('total_amount', filter=Q(payment_method='credit')), cheque_sales=Sum('total_amount', filter=Q(payment_method='cheque')) ) monthly_sales = Sale.objects.filter(sale_date__date__gte=start_of_month).aggregate( total_sales=Sum('total_amount'), cash_sales=Sum('total_amount', filter=Q(payment_method='cash')), mpesa_sales=Sum('total_amount', filter=Q(payment_method='mpesa')), credit_sales=Sum('total_amount', filter=Q(payment_method='credit')), cheque_sales=Sum('total_amount', filter=Q(payment_method='cheque')) ) # Overall totals total_sales = Sale.objects.aggregate(total=Sum('total_amount'))['total'] or 0 total_expenses = Expense.objects.aggregate(total=Sum('amount'))['total'] or 0 profit_loss = total_sales - total_expenses # Sales by payment method sales_by_payment_method = Sale.objects.values('payment_method').annotate( total=Sum('total_amount') ).order_by('-total') # Orders try: pending_orders = Order.objects.filter(is_received=False).count() except: pending_orders = 0 # Inventory Overview try: low_stock_count = Product.objects.filter(stock_quantity__lt=F('low_stock_threshold')).count() near_expiry_count = Product.objects.filter(expiry_date__lte=expiry_threshold, expiry_date__gte=today).count() inventory_value = Product.objects.filter(stock_quantity__gt=0, buying_price__gt=0).aggregate( total_value=Sum(F('stock_quantity') * F('buying_price')) )['total_value'] or 0 except: low_stock_count = 0 near_expiry_count = 0 inventory_value = 0 # Customer Overview try: top_customers = Customer.objects.annotate( total_spent=Sum('sale__total_amount') ).filter(total_spent__gt=0).order_by('-total_spent')[:5] customer_growth = Customer.objects.filter(date_added__gte=start_of_month).count() except: top_customers = [] customer_growth = 0 # HR Overview try: employee_count = Employee.objects.filter(is_active=True).count() employee_attendance = Attendance.objects.filter(date=today) except: employee_count = 0 employee_attendance = [] context = { 'total_sales': total_sales, 'total_expenses': total_expenses, 'profit_loss': profit_loss, 'pending_orders': pending_orders, 'low_stock_count': low_stock_count, 'near_expiry_count': near_expiry_count, 'inventory_value': inventory_value, 'inventory_report_url': reverse('reports:inventory_report'), 'daily_sales': daily_sales['total_sales'] or 0, 'weekly_sales': weekly_sales['total_sales'] or 0, 'monthly_sales': monthly_sales['total_sales'] or 0, 'sales_by_payment_method': sales_by_payment_method, 'top_customers': top_customers, 'customer_growth': customer_growth, 'employee_count': employee_count, 'employee_attendance': employee_attendance, } return render(request, 'dashboard/dashboard.html', context)