from django.shortcuts import render, redirect from django.contrib.auth.decorators import login_required from django.http import JsonResponse, HttpResponse from django.db.models import Count, Sum, Avg from django.db.models.functions import TruncMonth from django.utils import timezone from django.contrib import messages from django.template.loader import render_to_string from datetime import timedelta, datetime from loans.models import Loan, LoanApplication, Repayment from decimal import Decimal @login_required def reports_dashboard(request): """Reports dashboard view""" return render(request, 'reports/dashboard.html') @login_required def api_report_data(request): """API endpoint to fetch report data""" # Get the last 6 months for trend analysis end_date = timezone.now() start_date = end_date - timedelta(days=180) # 1. Disbursement Trend (last 6 months) disbursement_data = ( Loan.objects .filter(disbursement_date__range=(start_date, end_date)) .annotate(month=TruncMonth('disbursement_date')) .values('month') .annotate( amount=Sum('principal_amount'), count=Count('id') ) .order_by('month') ) # Prepare disbursement trend data months = [] amounts = [] for entry in disbursement_data: months.append(entry['month'].strftime('%B %Y')) amounts.append(float(entry['amount'] or 0)) # 2. Loan Status Distribution status_data = ( Loan.objects .values('status') .annotate(count=Count('id')) .order_by('status') ) # Prepare status distribution data status_labels = [] status_counts = [] status_colors = { 'active': '#4CAF50', 'paid': '#2196F3', 'defaulted': '#F44336', 'rolled_over': '#FF9800', 'written_off': '#9E9E9E' } status_colors_list = [] for entry in status_data: status_labels.append(entry['status'].replace('_', ' ').title()) status_counts.append(entry['count']) status_colors_list.append(status_colors.get(entry['status'], '#9E9E9E')) # 3. Repayment Performance repayment_data = ( Repayment.objects .filter(payment_date__range=(start_date, end_date)) .annotate(month=TruncMonth('payment_date')) .values('month') .annotate( amount=Sum('amount'), count=Count('id') ) .order_by('month') ) # Prepare repayment performance data repayment_months = [] repayment_amounts = [] for entry in repayment_data: repayment_months.append(entry['month'].strftime('%B %Y')) repayment_amounts.append(float(entry['amount'] or 0)) # 4. Summary Statistics total_active_loans = Loan.objects.filter(status='active').count() total_disbursed = Loan.objects.aggregate(total=Sum('principal_amount'))['total'] or 0 avg_loan_size = Loan.objects.aggregate(avg=Avg('principal_amount'))['avg'] or 0 default_rate = ( Loan.objects.filter(status='defaulted').count() / Loan.objects.count() * 100 if Loan.objects.exists() else 0 ) # Calculate month-over-month changes last_month_end = end_date - timedelta(days=30) last_month_start = last_month_end - timedelta(days=30) prev_active_loans = Loan.objects.filter( status='active', created_at__range=(last_month_start, last_month_end) ).count() prev_disbursed = Loan.objects.filter( created_at__range=(last_month_start, last_month_end) ).aggregate(total=Sum('principal_amount'))['total'] or 0 prev_avg_loan = Loan.objects.filter( created_at__range=(last_month_start, last_month_end) ).aggregate(avg=Avg('principal_amount'))['avg'] or 0 prev_default_rate = ( Loan.objects.filter( status='defaulted', created_at__range=(last_month_start, last_month_end) ).count() / Loan.objects.filter( created_at__range=(last_month_start, last_month_end) ).count() * 100 if Loan.objects.filter( created_at__range=(last_month_start, last_month_end) ).exists() else 0 ) # Calculate percentage changes active_loans_change = ((total_active_loans - prev_active_loans) / prev_active_loans * 100) if prev_active_loans else 0 disbursed_change = ((total_disbursed - prev_disbursed) / prev_disbursed * 100) if prev_disbursed else 0 avg_loan_change = ((avg_loan_size - prev_avg_loan) / prev_avg_loan * 100) if prev_avg_loan else 0 default_rate_change = default_rate - prev_default_rate response_data = { 'disbursementTrend': { 'labels': months, 'datasets': [{ 'label': 'Amount Disbursed', 'data': amounts, 'borderColor': '#2196F3', 'tension': 0.4 }] }, 'loanStatusDistribution': { 'labels': status_labels, 'datasets': [{ 'data': status_counts, 'backgroundColor': status_colors_list }] }, 'repaymentPerformance': { 'labels': repayment_months, 'datasets': [{ 'label': 'Amount Repaid', 'data': repayment_amounts, 'backgroundColor': '#4CAF50' }] }, 'summaryStats': { 'totalActiveLoans': { 'value': total_active_loans, 'change': active_loans_change }, 'totalDisbursed': { 'value': float(total_disbursed), 'change': disbursed_change }, 'avgLoanSize': { 'value': float(avg_loan_size), 'change': avg_loan_change }, 'defaultRate': { 'value': float(default_rate), 'change': float(default_rate_change) } } } return JsonResponse(response_data) @login_required def borrower_reports(request): """Borrower reports view""" return render(request, 'reports/borrower_reports.html') @login_required def loan_reports(request): """Loan reports view""" return render(request, 'reports/loan_reports.html') @login_required def collection_reports(request): """Collection reports view""" return render(request, 'reports/collection_reports.html') @login_required def default_reports(request): """Default reports view""" return render(request, 'reports/default_reports.html') @login_required def rollover_reports(request): """Rollover reports view""" return render(request, 'reports/rollover_reports.html') @login_required def export_report(request, report_type): """Export report view""" return render(request, 'reports/export_report.html', {'report_type': report_type}) @login_required def loan_analytics_dashboard(request): """Dashboard for loan analytics with filtering options""" from loans.models import LoanProduct from users.models import CustomUser # Get available loan products for filtering loan_products = LoanProduct.objects.all() # Get borrowers for filtering (limit to recent ones) borrowers = CustomUser.objects.filter(role='borrower').order_by('-date_joined')[:50] context = { 'loan_products': loan_products, 'borrowers': borrowers, } return render(request, 'reports/loan_analytics_dashboard.html', context) @login_required def loan_analytics_report(request): """Enhanced loan analytics report with view/download functionality""" from loans.reports import generate_comprehensive_loan_analytics from django.http import HttpResponse import base64 # Get parameters from request start_date = request.GET.get('start_date') end_date = request.GET.get('end_date') borrower_id = request.GET.get('borrower_id') loan_product_id = request.GET.get('loan_product_id') format = request.GET.get('format', 'html') # 'html', 'pdf', or 'json' # Convert dates if provided if start_date: try: start_date = datetime.strptime(start_date, '%Y-%m-%d') except ValueError: start_date = None if end_date: try: end_date = datetime.strptime(end_date, '%Y-%m-%d') except ValueError: end_date = None # Get borrower if specified borrower = None if borrower_id: try: from users.models import CustomUser borrower = CustomUser.objects.get(id=borrower_id) except CustomUser.DoesNotExist: if format == 'html': messages.error(request, 'Borrower not found') return redirect('reports:reports_dashboard') return JsonResponse({ 'success': False, 'error': 'Borrower not found' }) # Get loan product if specified loan_product = None if loan_product_id: try: from loans.models import LoanProduct loan_product = LoanProduct.objects.get(id=loan_product_id) except LoanProduct.DoesNotExist: loan_product = None try: # For popup view, use lightweight analytics without heavy chart generation if format == 'json' and borrower: # Quick analytics for popup result = generate_quick_analytics( start_date=start_date, end_date=end_date, borrower=borrower, loan_product=loan_product ) else: # Full analytics for download/reports result = generate_comprehensive_loan_analytics( start_date=start_date, end_date=end_date, borrower=borrower, loan_product=loan_product, include_charts=True, export_format='both', include_full_analytics=True ) if not result: if format == 'html': messages.error(request, 'Failed to generate report') return redirect('reports:reports_dashboard') return JsonResponse({ 'success': False, 'error': 'Failed to generate report' }) if format == 'pdf': # Return PDF for download if 'pdf_report' not in result: return JsonResponse({ 'success': False, 'error': 'PDF report not available' }) pdf_buffer = result['pdf_report'] response = HttpResponse(pdf_buffer.getvalue(), content_type='application/pdf') response['Content-Disposition'] = 'attachment; filename="loan_analytics_report.pdf"' return response elif format == 'html': # Render the report template with the data html_content = render_to_string('reports/loan_analytics_report.html', { 'stats': result['statistics'], 'charts': result.get('charts', {}), 'insights': result.get('insights', []), 'borrower': borrower }) return HttpResponse(html_content) else: # format == 'json' # Return JSON response with HTML content and charts try: html_content = render_to_string('reports/loan_analytics_report.html', { 'stats': result['statistics'], 'charts': result.get('charts', {}), 'insights': result.get('insights', []), 'borrower': borrower }) # Ensure we have valid chart data chart_data = result.get('charts', {}) if not isinstance(chart_data, dict): chart_data = {} return JsonResponse({ 'success': True, 'html_content': html_content, 'charts': chart_data, 'title': f'Loan Analytics Report - {borrower.get_full_name() if borrower else "All Loans"}' }, json_dumps_params={'ensure_ascii': False}) except Exception as template_error: print(f"Template rendering error: {template_error}") return JsonResponse({ 'success': False, 'error': f'Error rendering report template: {str(template_error)}' }) except Exception as e: if format == 'html': messages.error(request, f'Error generating report: {str(e)}') return redirect('reports:reports_dashboard') return JsonResponse({ 'success': False, 'error': str(e) })