fix until contracts step

invoices/models.py

@@ -91,6 +91,7 @@ class Quote(NameSlugModel):
         verbose_name="ایجاد کننده",
         related_name='created_quotes'
     )
+    
     history = HistoricalRecords()
 
     class Meta:

invoices/templates/invoices/quote_payment_step.html

@@ -18,15 +18,16 @@
 <link rel="stylesheet" href="{% static 'assets/vendor/libs/bs-stepper/bs-stepper.css' %}">
 <!-- Persian Date Picker CSS -->
 <link rel="stylesheet" href="https://unpkg.com/persian-datepicker@latest/dist/css/persian-datepicker.min.css">
-<style>
+
-@media print {
-  .no-print { display: none !important; }
-}
-</style>
 {% endblock %}
 
 {% block content %}
 {% include '_toasts.html' %}
+
+<!-- Instance Info Modal -->
+{% instance_info_modal instance %}
+
+
 {% csrf_token %}
 <div class="container-xxl flex-grow-1 container-p-y">
   <div class="row">
@@ -35,19 +36,21 @@
         <div>
           <h4 class="mb-1">{{ step.name }}: {{ instance.process.name }}</h4>
           <small class="text-muted d-block">
-            اشتراک آب: {{ instance.well.water_subscription_number|default:"-" }}
+            {% instance_info instance %}
-            | نماینده: {{ instance.representative.profile.national_code|default:"-" }}
           </small>
         </div>
         <div class="d-flex gap-2">
           <a href="{% url 'invoices:quote_print' instance.id %}" target="_blank" class="btn btn-outline-secondary">
-            <i class="bx bx-printer"></i> پرینت
+            <i class="bx bx-printer me-2"></i> پرینت
+          </a>
+          <a href="{% url 'processes:request_list' %}" class="btn btn-outline-secondary">
+            <i class="bx bx-chevron-right bx-sm ms-sm-n2"></i>
+            بازگشت
           </a>
-          <a href="{% url 'processes:request_list' %}" class="btn btn-outline-secondary">بازگشت</a>
         </div>
       </div>
 
-      <div class="bs-stepper wizard-vertical vertical mt-2 no-print">
+      <div class="bs-stepper wizard-vertical vertical mt-2">
         {% stepper_header instance step %}
         <div class="bs-stepper-content">
       
@@ -60,7 +63,7 @@
               </div>
               
               <div class="row g-3">
-                {% if can_manage_payments %}
+                {% if is_broker %}
                 <div class="col-12 col-lg-5">
                   <div class="card h-100 border">
                     <div class="card-header">
@@ -104,7 +107,7 @@
                   </div>
                 </div>
                 {% endif %}
-                <div class="col-12 {% if can_manage_payments %}col-lg-7{% else %}col-lg-12{% endif %}">
+                <div class="col-12 {% if is_broker %}col-lg-7{% else %}col-lg-12{% endif %}">
                   <div class="card mb-3 border">
                     <div class="card-header d-flex justify-content-between">
                         <h5 class="card-title mb-0">وضعیت پیش‌فاکتور</h5>
@@ -171,7 +174,7 @@
                                   <i class="bx bx-show"></i>
                                 </a>
                                 {% endif %}
-                                {% if can_manage_payments %}
+                                {% if is_broker %}
                                 <button type="button" class="btn btn-sm btn-outline-danger" onclick="openDeleteModal('{{ p.id }}')" title="حذف" aria-label="حذف">
                                   <i class="bx bx-trash"></i>
                                 </button>
@@ -195,7 +198,7 @@
                       <h6 class="mb-0">وضعیت تاییدها</h6>
                       {% if can_approve_reject %}
                       <div class="d-flex gap-2">
-                        <button type="button" class="btn btn-success btn-sm" data-bs-toggle="modal" data-bs-target="#approvePaymentsModal2" {% if step_instance.status == 'completed' %}disabled{% endif %}>تایید</button>
+                        <button type="button" class="btn btn-success btn-sm" data-bs-toggle="modal" data-bs-target="#approvePaymentsModal2">تایید</button>
                         <button type="button" class="btn btn-danger btn-sm" data-bs-toggle="modal" data-bs-target="#rejectPaymentsModal">رد</button>
                       </div>
                       {% endif %}

invoices/templates/invoices/quote_preview_step.html

@@ -41,7 +41,7 @@
         </div>
         <div class="d-flex gap-2">
           <a href="{% url 'invoices:quote_print' instance.id %}" target="_blank" class="btn btn-outline-secondary">
-            <i class="bx bx-printer"></i> پرینت
+            <i class="bx bx-printer me-2"></i> پرینت
           </a>
           <a href="{% url 'processes:request_list' %}" class="btn btn-outline-secondary">
             <i class="bx bx-chevron-right bx-sm ms-sm-n2"></i>

invoices/urls.py

@@ -15,9 +15,7 @@ urlpatterns = [
     # Quote payments step (step 3)
     path('instance/<int:instance_id>/step/<int:step_id>/payments/', views.quote_payment_step, name='quote_payment_step'),
     path('instance/<int:instance_id>/step/<int:step_id>/payments/add/', views.add_quote_payment, name='add_quote_payment'),
-    path('instance/<int:instance_id>/step/<int:step_id>/payments/<int:payment_id>/update/', views.update_quote_payment, name='update_quote_payment'),
     path('instance/<int:instance_id>/step/<int:step_id>/payments/<int:payment_id>/delete/', views.delete_quote_payment, name='delete_quote_payment'),
-    path('instance/<int:instance_id>/step/<int:step_id>/payments/approve/', views.approve_payments, name='approve_payments'),
 
     # Quote print
     path('instance/<int:instance_id>/quote/print/', views.quote_print, name='quote_print'),

invoices/views.py

@@ -107,7 +107,7 @@ def create_quote(request, instance_id, step_id):
         return JsonResponse({'success': False, 'message': 'هیچ آیتمی انتخاب نشده است'})
 
     # Create or reuse quote
-    quote, _ = Quote.objects.get_or_create(
+    quote, created_q = Quote.objects.get_or_create(
         process_instance=instance,
         defaults={
             'name': f"پیش‌فاکتور {instance.code}",
@@ -117,6 +117,15 @@ def create_quote(request, instance_id, step_id):
         }
     )
 
+    # Track whether this step was already completed before this edit
+    step_instance_existing = instance.step_instances.filter(step=step).first()
+    was_already_completed = bool(step_instance_existing and step_instance_existing.status == 'completed')
+
+    # Snapshot previous items before overwrite for change detection
+    previous_items_map = {}
+    if not created_q:
+        previous_items_map = {qi.item_id: int(qi.quantity) for qi in quote.items.filter(is_deleted=False).all()}
+
     # Replace quote items with submitted ones
     quote.items.all().delete()
     for entry in items_payload:
@@ -140,21 +149,61 @@ def create_quote(request, instance_id, step_id):
 
     quote.calculate_totals()
 
+    # Detect changes versus previous state and mark audit fields if editing after completion
+    try:
+        new_items_map = {int(entry.get('id')): int(entry.get('qty') or 1) for entry in items_payload}
+    except Exception:
+        new_items_map = {}
+
+    next_step = instance.process.steps.filter(order__gt=step.order).first()
+
+    if was_already_completed and new_items_map != previous_items_map:
+        # StepInstance-level generic audit (for reuse across steps)
+        if step_instance_existing:
+            step_instance_existing.edited_after_completion = True
+            step_instance_existing.last_edited_at = timezone.now()
+            step_instance_existing.last_edited_by = request.user
+            step_instance_existing.edit_count = (step_instance_existing.edit_count or 0) + 1
+            step_instance_existing.completed_at = timezone.now()
+            step_instance_existing.save(update_fields=['edited_after_completion', 'last_edited_at', 'last_edited_by', 'edit_count', 'completed_at'])
+
+        
+        if quote.status != 'draft':
+            quote.status = 'draft'
+            quote.save(update_fields=['status'])
+
+        if next_step:
+            next_step_instance = instance.step_instances.filter(step=next_step).first()
+            if next_step_instance and next_step_instance.status == 'completed':
+                next_step_instance.status = 'in_progress'
+                next_step_instance.completed_at = None
+                next_step_instance.save(update_fields=['status', 'completed_at'])
+                # Clear previous approvals if the step requires re-approval
+                try:
+                    next_step_instance.approvals.all().delete()
+                except Exception:
+                    pass
+
+            instance.current_step = next_step
+            instance.save(update_fields=['current_step'])
+    
     # تکمیل مرحله
     step_instance, created = StepInstance.objects.get_or_create(
         process_instance=instance,
         step=step
     )
+    if not was_already_completed:
         step_instance.status = 'completed'
         step_instance.completed_at = timezone.now()
-    step_instance.save()
+        step_instance.save(update_fields=['status', 'completed_at'])
     
     # انتقال به مرحله بعدی
-    next_step = instance.process.steps.filter(order__gt=step.order).first()
     redirect_url = None
     if next_step:
+        # Only advance current step if we are currently on this step to avoid regressions
+        if instance.current_step_id == step.id:
             instance.current_step = next_step
-        instance.save()
+            instance.save(update_fields=['current_step'])
         # هدایت مستقیم به مرحله پیش‌نمایش پیش‌فاکتور
         redirect_url = reverse('invoices:quote_preview_step', args=[instance.id, next_step.id])
 
@@ -202,6 +251,7 @@ def quote_preview_step(request, instance_id, step_id):
         'is_broker': is_broker,
     })
 
+
 @login_required
 def quote_print(request, instance_id):
     """صفحه پرینت پیش‌فاکتور"""
@@ -213,6 +263,7 @@ def quote_print(request, instance_id):
         'quote': quote,
     })
 
+
 @require_POST
 @login_required  
 def approve_quote(request, instance_id, step_id):
@@ -285,6 +336,7 @@ def quote_payment_step(request, instance_id, step_id):
     }
 
     step_instance, _ = StepInstance.objects.get_or_create(process_instance=instance, step=step, defaults={'status': 'in_progress'})
+
     reqs = list(step.approver_requirements.select_related('role').all())
     user_roles_qs = getattr(getattr(request.user, 'profile', None), 'roles', None)
     user_roles = list(user_roles_qs.all()) if user_roles_qs is not None else []
@@ -298,6 +350,7 @@ def quote_payment_step(request, instance_id, step_id):
         }
         for r in reqs
     ]
+
     # dynamic permission: who can approve/reject this step (based on requirements)
     try:
         req_role_ids = {r.role_id for r in reqs}
@@ -305,20 +358,7 @@ def quote_payment_step(request, instance_id, step_id):
         can_approve_reject = len(req_role_ids.intersection(user_role_ids)) > 0
     except Exception:
         can_approve_reject = False
-    # approver status map for template
+        
-    reqs = list(step.approver_requirements.select_related('role').all())
-    user_roles_qs = getattr(getattr(request.user, 'profile', None), 'roles', None)
-    user_roles = list(user_roles_qs.all()) if user_roles_qs is not None else []
-    approvals_list = list(step_instance.approvals.select_related('role').all())
-    approvals_by_role = {a.role_id: a for a in approvals_list}
-    approver_statuses = [
-        {
-            'role': r.role,
-            'status': (approvals_by_role.get(r.role_id).decision if approvals_by_role.get(r.role_id) else None),
-            'reason': (approvals_by_role.get(r.role_id).reason if approvals_by_role.get(r.role_id) else ''),
-        }
-        for r in reqs
-    ]
 
     # Accountant/Admin approval and rejection via POST (multi-role)
     if request.method == 'POST' and request.POST.get('action') in ['approve', 'reject']:
@@ -362,6 +402,13 @@ def quote_payment_step(request, instance_id, step_id):
                 defaults={'approved_by': request.user, 'decision': 'rejected', 'reason': reason}
             )
             StepRejection.objects.create(step_instance=step_instance, rejected_by=request.user, reason=reason)
+                # If current step is ahead of this step, reset it back to this step
+            try:
+                if instance.current_step and instance.current_step.order > step.order:
+                    instance.current_step = step
+                    instance.save(update_fields=['current_step'])
+            except Exception:
+                pass
             messages.success(request, 'مرحله پرداخت‌ها رد شد و برای اصلاح بازگشت.')
             return redirect('invoices:quote_payment_step', instance_id=instance.id, step_id=step.id)
 
@@ -388,8 +435,6 @@ def quote_payment_step(request, instance_id, step_id):
         'approver_statuses': approver_statuses,
         'is_broker': is_broker,
         'is_accountant': is_accountant,
-        # dynamic permissions: any role required to approve can also manage payments
-        'can_manage_payments': can_approve_reject,
         'can_approve_reject': can_approve_reject,
     })
 
@@ -412,14 +457,16 @@ def add_quote_payment(request, instance_id, step_id):
         }
     )
 
-    # dynamic permission: users whose roles are among required approvers can add payments
+    # who can add payments
+    profile = getattr(request.user, 'profile', None)
+    is_broker = False
+    is_accountant = False
     try:
-        req_role_ids = set(step.approver_requirements.values_list('role_id', flat=True))
+        is_broker = bool(profile and profile.has_role(UserRoles.BROKER))
-        user_roles_qs = getattr(getattr(request.user, 'profile', None), 'roles', Role.objects.none())
+        is_accountant = bool(profile and profile.has_role(UserRoles.ACCOUNTANT))
-        user_role_ids = set(user_roles_qs.values_list('id', flat=True))
-        if len(req_role_ids.intersection(user_role_ids)) == 0:
-            return JsonResponse({'success': False, 'message': 'شما مجوز افزودن فیش را ندارید'})
     except Exception:
+        is_broker = False
+        is_accountant = False
         return JsonResponse({'success': False, 'message': 'شما مجوز افزودن فیش را ندارید'})
 
     logger = logging.getLogger(__name__)
@@ -477,48 +524,11 @@ def add_quote_payment(request, instance_id, step_id):
         si.approvals.all().delete()
     except Exception:
         pass
-    redirect_url = reverse('invoices:quote_payment_step', args=[instance.id, step.id])
+    # If current step is ahead of this step, reset it back to this step
-    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')
+        if instance.current_step and instance.current_step.order > step.order:
-        payment_date = request.POST.get('payment_date') or payment.payment_date
+            instance.current_step = step
-        payment_method = request.POST.get('payment_method') or payment.payment_method
+            instance.save(update_fields=['current_step'])
-        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'})
-
-    # On update, return to awaiting approval
-    try:
-        si, _ = StepInstance.objects.get_or_create(process_instance=instance, step=step)
-        si.status = 'in_progress'
-        si.completed_at = None
-        si.save()
-        si.approvals.all().delete()
     except Exception:
         pass
     redirect_url = reverse('invoices:quote_payment_step', args=[instance.id, step.id])
@@ -535,15 +545,18 @@ def delete_quote_payment(request, instance_id, step_id, payment_id):
     if not invoice:
         return JsonResponse({'success': False, 'message': 'فاکتور یافت نشد'})
     payment = get_object_or_404(Payment, id=payment_id, invoice=invoice)
-    # dynamic permission: users whose roles are among required approvers can delete payments
+    
+    # who can delete payments
+    profile = getattr(request.user, 'profile', None)
+    is_broker = False
+    is_accountant = False
     try:
-        req_role_ids = set(step.approver_requirements.values_list('role_id', flat=True))
+        is_broker = bool(profile and profile.has_role(UserRoles.BROKER))
-        user_roles_qs = getattr(getattr(request.user, 'profile', None), 'roles', Role.objects.none())
+        is_accountant = bool(profile and profile.has_role(UserRoles.ACCOUNTANT))
-        user_role_ids = set(user_roles_qs.values_list('id', flat=True))
-        if len(req_role_ids.intersection(user_role_ids)) == 0:
-            return JsonResponse({'success': False, 'message': 'شما مجوز حذف فیش را ندارید'})
     except Exception:
-        return JsonResponse({'success': False, 'message': 'شما مجوز حذف فیش را ندارید'})
+        is_broker = False
+        is_accountant = False
+        return JsonResponse({'success': False, 'message': 'شما مجوز افزودن فیش را ندارید'})
 
     try:
         # soft delete using project's BaseModel delete override
@@ -559,43 +572,17 @@ def delete_quote_payment(request, instance_id, step_id, payment_id):
         si.approvals.all().delete()
     except Exception:
         pass
+    # If current step is ahead of this step, reset it back to this step
+    try:
+        if instance.current_step and instance.current_step.order > step.order:
+            instance.current_step = step
+            instance.save(update_fields=['current_step'])
+    except Exception:
+        pass
     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})
-
-
 @login_required
 def final_invoice_step(request, instance_id, step_id):
     """تجمیع اقلام پیش‌فاکتور با تغییرات نصب و صدور فاکتور نهایی"""

processes/admin.py

@@ -50,6 +50,7 @@ class ProcessInstanceAdmin(SimpleHistoryAdmin):
     verbose_name_plural = "درخواست‌ها"
     list_display = [
         'code',
+        'current_step',
         'slug', 
         'well_display', 
         'representative', 
@@ -142,7 +143,7 @@ class ProcessInstanceAdmin(SimpleHistoryAdmin):
 
 @admin.register(StepInstance)
 class StepInstanceAdmin(SimpleHistoryAdmin):
-    list_display = ['process_instance', 'step', 'assigned_to', 'status_display', 'rejection_count', 'started_at', 'completed_at']
+    list_display = ['process_instance', 'step', 'assigned_to', 'status_display', 'rejection_count', 'edit_count', 'started_at', 'completed_at']
     list_filter = ['status', 'step__process', 'started_at']
     search_fields = ['process_instance__name', 'step__name', 'assigned_to__username']
     readonly_fields = ['started_at', 'completed_at']

processes/migrations/0003_historicalstepinstance_edit_count_and_more.py

@@ -0,0 +1,56 @@
+# Generated by Django 5.2.4 on 2025-09-08 08:18
+
+import django.db.models.deletion
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('processes', '0002_processinstance_broker'),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='historicalstepinstance',
+            name='edit_count',
+            field=models.PositiveIntegerField(default=0, verbose_name='تعداد ویرایش پس از تکمیل'),
+        ),
+        migrations.AddField(
+            model_name='historicalstepinstance',
+            name='edited_after_completion',
+            field=models.BooleanField(default=False, verbose_name='ویرایش پس از تکمیل'),
+        ),
+        migrations.AddField(
+            model_name='historicalstepinstance',
+            name='last_edited_at',
+            field=models.DateTimeField(blank=True, null=True, verbose_name='آخرین زمان ویرایش پس از تکمیل'),
+        ),
+        migrations.AddField(
+            model_name='historicalstepinstance',
+            name='last_edited_by',
+            field=models.ForeignKey(blank=True, db_constraint=False, null=True, on_delete=django.db.models.deletion.DO_NOTHING, related_name='+', to=settings.AUTH_USER_MODEL, verbose_name='ویرایش توسط'),
+        ),
+        migrations.AddField(
+            model_name='stepinstance',
+            name='edit_count',
+            field=models.PositiveIntegerField(default=0, verbose_name='تعداد ویرایش پس از تکمیل'),
+        ),
+        migrations.AddField(
+            model_name='stepinstance',
+            name='edited_after_completion',
+            field=models.BooleanField(default=False, verbose_name='ویرایش پس از تکمیل'),
+        ),
+        migrations.AddField(
+            model_name='stepinstance',
+            name='last_edited_at',
+            field=models.DateTimeField(blank=True, null=True, verbose_name='آخرین زمان ویرایش پس از تکمیل'),
+        ),
+        migrations.AddField(
+            model_name='stepinstance',
+            name='last_edited_by',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='step_instances_edited', to=settings.AUTH_USER_MODEL, verbose_name='ویرایش توسط'),
+        ),
+    ]

processes/models.py

@@ -327,6 +327,12 @@ class StepInstance(models.Model):
     notes = models.TextField(verbose_name="یادداشت‌ها", blank=True)
     started_at = models.DateTimeField(auto_now_add=True, verbose_name="تاریخ شروع")
     completed_at = models.DateTimeField(null=True, blank=True, verbose_name="تاریخ تکمیل")
+    # Generic edit-tracking for post-completion modifications
+    edited_after_completion = models.BooleanField(default=False, verbose_name="ویرایش پس از تکمیل")
+    last_edited_at = models.DateTimeField(null=True, blank=True, verbose_name="آخرین زمان ویرایش پس از تکمیل")
+    last_edited_by = models.ForeignKey(User, on_delete=models.SET_NULL, null=True, blank=True, related_name='step_instances_edited', verbose_name="ویرایش توسط")
+    edit_count = models.PositiveIntegerField(default=0, verbose_name="تعداد ویرایش پس از تکمیل")
+    
     history = HistoricalRecords()
 
     class Meta: