Add qoute step.

invoices/views.py

@@ -1,3 +1,415 @@
-from django.shortcuts import render
+from django.shortcuts import render, get_object_or_404, redirect
+import logging
+from django.contrib.auth.decorators import login_required
+from django.contrib import messages
+from django.http import JsonResponse
+from django.views.decorators.http import require_POST
+from django.utils import timezone
+from django.urls import reverse
+from decimal import Decimal, InvalidOperation
+import json
 
-# Create your views here.
+from processes.models import ProcessInstance, ProcessStep, StepInstance
+from .models import Item, Quote, QuoteItem, Payment, Invoice
+
+@login_required
+def quote_step(request, instance_id, step_id):
+    """مرحله انتخاب اقلام و ساخت پیش‌فاکتور"""
+    instance = get_object_or_404(
+        ProcessInstance.objects.select_related('process', 'well', 'requester', 'representative', 'representative__profile'),
+        id=instance_id
+    )
+    step = get_object_or_404(instance.process.steps, id=step_id)
+    
+    # بررسی دسترسی به مرحله
+    if not instance.can_access_step(step):
+        messages.error(request, 'شما به این مرحله دسترسی ندارید. ابتدا مراحل قبلی را تکمیل کنید.')
+        return redirect('processes:request_list')
+    
+    # دریافت آیتم‌ها
+    items = Item.objects.all().order_by('name')
+    existing_quote = Quote.objects.filter(process_instance=instance).first()
+    existing_quote_items = {}
+    if existing_quote:
+        existing_quote_items = {qi.item_id: qi.quantity for qi in existing_quote.items.all()}
+    
+    step_instance = instance.step_instances.filter(step=step).first()
+    
+    # Navigation logic
+    previous_step = instance.process.steps.filter(order__lt=step.order).last()
+    next_step = instance.process.steps.filter(order__gt=step.order).first()
+    
+    return render(request, 'invoices/quote_step.html', {
+        'instance': instance,
+        'step': step,
+        'step_instance': step_instance,
+        'items': items,
+        'existing_quote_items': existing_quote_items,
+        'existing_quote': existing_quote,
+        'previous_step': previous_step,
+        'next_step': next_step,
+    })
+
+@require_POST
+@login_required
+def create_quote(request, instance_id, step_id):
+    """ساخت/بروزرسانی پیش‌فاکتور از اقلام انتخابی"""
+    instance = get_object_or_404(ProcessInstance, id=instance_id)
+    step = get_object_or_404(instance.process.steps, id=step_id)
+    
+    try:
+        items_payload = json.loads(request.POST.get('items') or '[]')
+    except json.JSONDecodeError:
+        return JsonResponse({'success': False, 'message': 'داده‌های اقلام نامعتبر است'})
+
+    # اطمینان از حضور اقلام پیش‌فرض حتی اگر کلاینت ارسال نکرده باشد
+    payload_by_id = {}
+    for entry in items_payload:
+        try:
+            iid = int(entry.get('id'))
+            payload_by_id[iid] = int(entry.get('qty') or 1)
+        except Exception:
+            continue
+
+    default_item_ids = set(Item.objects.filter(is_default_in_quotes=True).values_list('id', flat=True))
+    if default_item_ids:
+        for default_id in default_item_ids:
+            if default_id not in payload_by_id:
+                # مقدار پیش فرض را قرار بده
+                default_qty = Item.objects.filter(id=default_id).values_list('default_quantity', flat=True).first() or 1
+                payload_by_id[default_id] = int(default_qty)
+
+    # بازسازی payload نهایی معتبر
+    items_payload = [{'id': iid, 'qty': qty} for iid, qty in payload_by_id.items() if qty and qty > 0]
+
+    if not items_payload:
+        return JsonResponse({'success': False, 'message': 'هیچ آیتمی انتخاب نشده است'})
+
+    # Create or reuse quote
+    quote, _ = Quote.objects.get_or_create(
+        process_instance=instance,
+        defaults={
+            'name': f"پیش‌فاکتور {instance.code}",
+            'customer': instance.representative or request.user,
+            'valid_until': timezone.now().date(),
+            'created_by': request.user,
+        }
+    )
+
+    # Replace quote items with submitted ones
+    quote.items.all().delete()
+    for entry in items_payload:
+        try:
+            item_id = int(entry.get('id'))
+            qty = int(entry.get('qty') or 1)
+        except (TypeError, ValueError):
+            continue
+        if qty <= 0:
+            continue
+        item = Item.objects.filter(id=item_id).first()
+        if not item:
+            continue
+        QuoteItem.objects.create(
+            quote=quote,
+            item=item,
+            quantity=qty,
+            unit_price=item.unit_price,
+            total_price=item.unit_price * qty,
+        )
+
+    quote.calculate_totals()
+    
+    # تکمیل مرحله
+    step_instance, created = StepInstance.objects.get_or_create(
+        process_instance=instance,
+        step=step
+    )
+    step_instance.status = 'completed'
+    step_instance.completed_at = timezone.now()
+    step_instance.save()
+    
+    # انتقال به مرحله بعدی
+    next_step = instance.process.steps.filter(order__gt=step.order).first()
+    redirect_url = None
+    if next_step:
+        instance.current_step = next_step
+        instance.save()
+        # هدایت مستقیم به مرحله پیش‌نمایش پیش‌فاکتور
+        redirect_url = reverse('invoices:quote_preview_step', args=[instance.id, next_step.id])
+
+    return JsonResponse({'success': True, 'quote_id': quote.id, 'redirect': redirect_url})
+
+@login_required
+def quote_preview_step(request, instance_id, step_id):
+    """مرحله صدور پیش‌فاکتور - نمایش و تایید فاکتور"""
+    instance = get_object_or_404(
+        ProcessInstance.objects.select_related('process', 'well', 'requester', 'representative', 'representative__profile'),
+        id=instance_id
+    )
+    step = get_object_or_404(instance.process.steps, id=step_id)
+    
+    # بررسی دسترسی به مرحله
+    if not instance.can_access_step(step):
+        messages.error(request, 'شما به این مرحله دسترسی ندارید. ابتدا مراحل قبلی را تکمیل کنید.')
+        return redirect('processes:request_list')
+    
+    # دریافت پیش‌فاکتور
+    quote = get_object_or_404(Quote, process_instance=instance)
+    
+    step_instance = instance.step_instances.filter(step=step).first()
+    
+    # Navigation logic
+    previous_step = instance.process.steps.filter(order__lt=step.order).last()
+    next_step = instance.process.steps.filter(order__gt=step.order).first()
+    
+    return render(request, 'invoices/quote_preview_step.html', {
+        'instance': instance,
+        'step': step,
+        'step_instance': step_instance,
+        'quote': quote,
+        'previous_step': previous_step,
+        'next_step': next_step,
+    })
+
+@login_required
+def quote_print(request, instance_id):
+    """صفحه پرینت پیش‌فاکتور"""
+    instance = get_object_or_404(ProcessInstance, id=instance_id)
+    quote = get_object_or_404(Quote, process_instance=instance)
+    
+    return render(request, 'invoices/quote_print.html', {
+        'instance': instance,
+        'quote': quote,
+    })
+
+@require_POST
+@login_required  
+def approve_quote(request, instance_id, step_id):
+    """تایید پیش‌فاکتور و انتقال به مرحله بعدی"""
+    instance = get_object_or_404(ProcessInstance, id=instance_id)
+    step = get_object_or_404(instance.process.steps, id=step_id)
+    quote = get_object_or_404(Quote, process_instance=instance)
+    
+    # تایید پیش‌فاکتور
+    quote.status = 'sent'
+    quote.save()
+    
+    # تکمیل مرحله
+    step_instance, created = StepInstance.objects.get_or_create(
+        process_instance=instance,
+        step=step
+    )
+    step_instance.status = 'completed'
+    step_instance.completed_at = timezone.now()
+    step_instance.save()
+    
+    # انتقال به مرحله بعدی
+    next_step = instance.process.steps.filter(order__gt=step.order).first()
+    redirect_url = None
+    if next_step:
+        instance.current_step = next_step
+        instance.save()
+        redirect_url = reverse('processes:step_detail', args=[instance.id, next_step.id])
+    else:
+        # در صورت نبود مرحله بعدی، بازگشت به لیست درخواست‌ها
+        redirect_url = reverse('processes:request_list')
+
+    messages.success(request, 'پیش‌فاکتور با موفقیت تایید شد.')
+    return JsonResponse({'success': True, 'message': 'پیش‌فاکتور با موفقیت تایید شد.', 'redirect': redirect_url})
+
+
+@login_required
+def quote_payment_step(request, instance_id, step_id):
+    """مرحله سوم: ثبت فیش‌های واریزی پیش‌فاکتور"""
+    instance = get_object_or_404(
+        ProcessInstance.objects.select_related('process', 'well', 'requester', 'representative', 'representative__profile'),
+        id=instance_id
+    )
+    step = get_object_or_404(instance.process.steps, id=step_id)
+
+    # بررسی دسترسی
+    if not instance.can_access_step(step):
+        messages.error(request, 'شما به این مرحله دسترسی ندارید. ابتدا مراحل قبلی را تکمیل کنید.')
+        return redirect('processes:request_list')
+
+    quote = get_object_or_404(Quote, process_instance=instance)
+    invoice = Invoice.objects.filter(quote=quote).first()
+    payments = invoice.payments.select_related('created_by').filter(is_deleted=False).all() if invoice else []
+
+    previous_step = instance.process.steps.filter(order__lt=step.order).last()
+    next_step = instance.process.steps.filter(order__gt=step.order).first()
+
+    totals = {
+        'final_amount': quote.final_amount,
+        'paid_amount': quote.get_paid_amount(),
+        'remaining_amount': quote.get_remaining_amount(),
+        'is_fully_paid': quote.get_remaining_amount() <= 0,
+    }
+
+    step_instance = instance.step_instances.filter(step=step).first()
+
+    return render(request, 'invoices/quote_payment_step.html', {
+        'instance': instance,
+        'step': step,
+        'step_instance': step_instance,
+        'quote': quote,
+        'payments': payments,
+        'totals': totals,
+        'previous_step': previous_step,
+        'next_step': next_step,
+    })
+
+
+@require_POST
+@login_required
+def add_quote_payment(request, instance_id, step_id):
+    """افزودن فیش واریزی جدید برای پیش‌فاکتور"""
+    instance = get_object_or_404(ProcessInstance, id=instance_id)
+    step = get_object_or_404(instance.process.steps, id=step_id)
+    quote = get_object_or_404(Quote, process_instance=instance)
+    invoice, _ = Invoice.objects.get_or_create(
+        process_instance=instance,
+        quote=quote,
+        defaults={
+            'name': f"Invoice {quote.name}",
+            'customer': quote.customer,
+            'due_date': timezone.now().date(),
+            'created_by': request.user,
+        }
+    )
+
+    logger = logging.getLogger(__name__)
+    try:
+        amount = (request.POST.get('amount') or '').strip()
+        payment_date = (request.POST.get('payment_date') or '').strip()
+        payment_method = (request.POST.get('payment_method') or '').strip()
+        reference_number = (request.POST.get('reference_number') or '').strip()
+        notes = (request.POST.get('notes') or '').strip()
+        receipt_image = request.FILES.get('receipt_image')
+        # Server-side validation for required fields
+        if not amount:
+            return JsonResponse({'success': False, 'message': 'مبلغ را وارد کنید'})
+        if not payment_date:
+            return JsonResponse({'success': False, 'message': 'تاریخ پرداخت را وارد کنید'})
+        if not payment_method:
+            return JsonResponse({'success': False, 'message': 'روش پرداخت را انتخاب کنید'})
+        if not reference_number:
+            return JsonResponse({'success': False, 'message': 'شماره مرجع را وارد کنید'})
+        if not receipt_image:
+            return JsonResponse({'success': False, 'message': 'تصویر فیش را بارگذاری کنید'})
+        # Normalize date to YYYY-MM-DD (accept YYYY/MM/DD from Persian datepicker)
+        if '/' in payment_date:
+            payment_date = payment_date.replace('/', '-')
+
+        # Prevent overpayment
+        try:
+            amount_dec = Decimal(amount)
+        except InvalidOperation:
+            return JsonResponse({'success': False, 'message': 'مبلغ نامعتبر است'})
+        remaining = quote.get_remaining_amount()
+        if amount_dec > remaining:
+            return JsonResponse({'success': False, 'message': 'مبلغ فیش بیشتر از مانده پیش‌فاکتور است'})
+
+        Payment.objects.create(
+            invoice=invoice,
+            amount=amount_dec,
+            payment_date=payment_date,
+            payment_method=payment_method,
+            reference_number=reference_number,
+            receipt_image=receipt_image,
+            notes=notes,
+            created_by=request.user,
+        )
+    except Exception as e:
+        logger.exception('Error adding quote payment (instance=%s, step=%s)', instance_id, step_id)
+        return JsonResponse({'success': False, 'message': 'خطا در ثبت فیش', 'error': str(e)})
+
+    redirect_url = reverse('invoices:quote_payment_step', args=[instance.id, step.id])
+    return JsonResponse({'success': True, 'redirect': redirect_url})
+
+
+@require_POST
+@login_required
+def update_quote_payment(request, instance_id, step_id, payment_id):
+    instance = get_object_or_404(ProcessInstance, id=instance_id)
+    step = get_object_or_404(instance.process.steps, id=step_id)
+    quote = get_object_or_404(Quote, process_instance=instance)
+    invoice = Invoice.objects.filter(quote=quote).first()
+    if not invoice:
+        return JsonResponse({'success': False, 'message': 'فاکتور یافت نشد'})
+    payment = get_object_or_404(Payment, id=payment_id, invoice=invoice)
+
+    try:
+        amount = request.POST.get('amount')
+        payment_date = request.POST.get('payment_date') or payment.payment_date
+        payment_method = request.POST.get('payment_method') or payment.payment_method
+        reference_number = request.POST.get('reference_number') or ''
+        notes = request.POST.get('notes') or ''
+        receipt_image = request.FILES.get('receipt_image')
+        if amount:
+            payment.amount = amount
+        payment.payment_date = payment_date
+        payment.payment_method = payment_method
+        payment.reference_number = reference_number
+        payment.notes = notes
+        # اگر نیاز به ذخیره عکس در Payment دارید، فیلد آن اضافه شده است
+        if receipt_image:
+            payment.receipt_image = receipt_image
+        payment.save()
+    except Exception:
+        return JsonResponse({'success': False, 'message': 'خطا در ویرایش فیش'})
+
+    redirect_url = reverse('invoices:quote_payment_step', args=[instance.id, step.id])
+    return JsonResponse({'success': True, 'redirect': redirect_url})
+
+
+@require_POST
+@login_required
+def delete_quote_payment(request, instance_id, step_id, payment_id):
+    instance = get_object_or_404(ProcessInstance, id=instance_id)
+    step = get_object_or_404(instance.process.steps, id=step_id)
+    quote = get_object_or_404(Quote, process_instance=instance)
+    invoice = Invoice.objects.filter(quote=quote).first()
+    if not invoice:
+        return JsonResponse({'success': False, 'message': 'فاکتور یافت نشد'})
+    payment = get_object_or_404(Payment, id=payment_id, invoice=invoice)
+    try:
+        # soft delete using project's BaseModel delete override
+        payment.delete()
+    except Exception:
+        return JsonResponse({'success': False, 'message': 'خطا در حذف فیش'})
+    redirect_url = reverse('invoices:quote_payment_step', args=[instance.id, step.id])
+    return JsonResponse({'success': True, 'redirect': redirect_url})
+
+
+@require_POST
+@login_required
+def approve_payments(request, instance_id, step_id):
+    """تایید مرحله پرداخت فیش‌ها و انتقال به مرحله بعد"""
+    instance = get_object_or_404(ProcessInstance, id=instance_id)
+    step = get_object_or_404(instance.process.steps, id=step_id)
+    quote = get_object_or_404(Quote, process_instance=instance)
+
+    is_fully_paid = quote.get_remaining_amount() <= 0
+
+    # تکمیل مرحله
+    step_instance, _ = StepInstance.objects.get_or_create(process_instance=instance, step=step)
+    step_instance.status = 'completed'
+    step_instance.completed_at = timezone.now()
+    step_instance.save()
+
+    # حرکت به مرحله بعد
+    next_step = instance.process.steps.filter(order__gt=step.order).first()
+    redirect_url = reverse('processes:request_list')
+    if next_step:
+        instance.current_step = next_step
+        instance.save()
+        redirect_url = reverse('processes:step_detail', args=[instance.id, next_step.id])
+
+    msg = 'پرداخت‌ها تایید شد'
+    if is_fully_paid:
+        msg += ' - مبلغ پیش‌فاکتور به طور کامل پرداخت شده است.'
+    else:
+        msg += ' - توجه: مبلغ پیش‌فاکتور به طور کامل پرداخت نشده است.'
+
+    return JsonResponse({'success': True, 'message': msg, 'redirect': redirect_url, 'is_fully_paid': is_fully_paid})