huge fix

processes/admin.py

@@ -162,7 +162,7 @@ class StepInstanceAdmin(SimpleHistoryAdmin):
 
 @admin.register(StepRejection)
 class StepRejectionAdmin(SimpleHistoryAdmin):
-    list_display = ['step_instance', 'rejected_by', 'reason_short', 'created_at']
+    list_display = ['step_instance', 'rejected_by', 'reason_short', 'created_at', 'is_deleted']
     list_filter = ['rejected_by', 'created_at', 'step_instance__step__process']
     search_fields = ['step_instance__step__name', 'rejected_by__username', 'reason']
     readonly_fields = ['created_at']
@@ -182,6 +182,6 @@ class StepApproverRequirementAdmin(admin.ModelAdmin):
 
 @admin.register(StepApproval)
 class StepApprovalAdmin(admin.ModelAdmin):
-    list_display = ("step_instance", "role", "decision", "approved_by", "created_at")
+    list_display = ("step_instance", "role", "decision", "approved_by", "created_at", "is_deleted")
     list_filter = ("decision", "role", "step_instance__step__process")
     search_fields = ("step_instance__process_instance__code", "role__name", "approved_by__username")

processes/migrations/0004_historicalsteprejection_is_deleted_and_more.py

@@ -0,0 +1,28 @@
+# Generated by Django 5.2.4 on 2025-09-27 06:17
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('processes', '0003_historicalstepinstance_edit_count_and_more'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='historicalsteprejection',
+            name='is_deleted',
+            field=models.BooleanField(default=False, verbose_name='حذف شده'),
+        ),
+        migrations.AddField(
+            model_name='stepapproval',
+            name='is_deleted',
+            field=models.BooleanField(default=False, verbose_name='حذف شده'),
+        ),
+        migrations.AddField(
+            model_name='steprejection',
+            name='is_deleted',
+            field=models.BooleanField(default=False, verbose_name='حذف شده'),
+        ),
+    ]

processes/migrations/0005_alter_historicalstepinstance_status_and_more.py

@@ -0,0 +1,23 @@
+# Generated by Django 5.2.4 on 2025-09-27 15:37
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('processes', '0004_historicalsteprejection_is_deleted_and_more'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='historicalstepinstance',
+            name='status',
+            field=models.CharField(choices=[('pending', 'در انتظار'), ('in_progress', 'در حال انجام'), ('completed', 'تکمیل شده'), ('skipped', 'رد شده'), ('blocked', 'مسدود شده'), ('rejected', 'رد شده و نیاز به اصلاح'), ('approved', 'تایید اضطراری')], default='pending', max_length=20, verbose_name='وضعیت'),
+        ),
+        migrations.AlterField(
+            model_name='stepinstance',
+            name='status',
+            field=models.CharField(choices=[('pending', 'در انتظار'), ('in_progress', 'در حال انجام'), ('completed', 'تکمیل شده'), ('skipped', 'رد شده'), ('blocked', 'مسدود شده'), ('rejected', 'رد شده و نیاز به اصلاح'), ('approved', 'تایید اضطراری')], default='pending', max_length=20, verbose_name='وضعیت'),
+        ),
+    ]

processes/models.py

@@ -290,6 +290,10 @@ class ProcessInstance(SluggedModel):
         dependencies = step.get_dependencies()
         for dependency_id in dependencies:
             step_instance = self.step_instances.filter(step_id=dependency_id).first()
+            if step_instance and step_instance.status == 'in_progress' and step_instance.step.order == 3 and step.order == 4:
+                return True
+            if step_instance and step_instance.status == 'approved' and step_instance.step.order == 8 and step.order == 9:
+                return True
             if not step_instance or step_instance.status != 'completed':
                 return False
         return True
@@ -320,6 +324,7 @@ class StepInstance(models.Model):
             ('skipped', 'رد شده'),
             ('blocked', 'مسدود شده'),
             ('rejected', 'رد شده و نیاز به اصلاح'),
+            ('approved', 'تایید اضطراری'),
         ],
         default='pending',
         verbose_name="وضعیت"
@@ -417,6 +422,7 @@ class StepRejection(models.Model):
         blank=True
     )
     created_at = models.DateTimeField(auto_now_add=True, verbose_name="تاریخ رد شدن")
+    is_deleted = models.BooleanField(default=False, verbose_name='حذف شده')
     history = HistoricalRecords()
 
     class Meta:
@@ -433,6 +439,14 @@ class StepRejection(models.Model):
         self.step_instance.save()
         super().save(*args, **kwargs)
 
+    def hard_delete(self):
+        super().delete()
+
+    def delete(self, *args, **kwargs):
+        self.is_deleted = True
+        self.save()
+
+
 
 class StepApproverRequirement(models.Model):
     """Required approver roles for a step."""
@@ -457,11 +471,20 @@ class StepApproval(models.Model):
     decision = models.CharField(max_length=8, choices=[('approved', 'تایید'), ('rejected', 'رد')], verbose_name='نتیجه')
     reason = models.TextField(blank=True, verbose_name='علت (برای رد)')
     created_at = models.DateTimeField(auto_now_add=True, verbose_name='تاریخ')
+    is_deleted = models.BooleanField(default=False, verbose_name='حذف شده')
 
     class Meta:
         unique_together = ('step_instance', 'role')
         verbose_name = 'تایید مرحله'
         verbose_name_plural = 'تاییدهای مرحله'
+    
+    def delete(self, *args, **kwargs):
+        self.is_deleted = True
+        self.save()
+
+    def hard_delete(self):
+        super().delete()
+
 
     def __str__(self):
         return f"{self.step_instance} - {self.role} - {self.decision}"

processes/templates/processes/request_list.html

@@ -1,6 +1,7 @@
 {% extends '_base.html' %}
 {% load static %}
 {% load accounts_tags %}
+{% load common_tags %}
 
 {% block sidebar %}
     {% include 'sidebars/admin.html' %}
@@ -36,12 +37,10 @@
     <div class="d-md-flex justify-content-between align-items-center dt-layout-end col-md-auto ms-auto mt-0">
       <div class="dt-buttons btn-group flex-wrap mb-0">
         <div class="btn-group">
-          <button class="btn buttons-collection btn-label-primary dropdown-toggle me-4 d-none" type="button">
-            <span>
-              <span class="d-flex align-items-center gap-2">
-                <i class="icon-base bx bx-export me-sm-1"></i>
-                <span class="d-none d-sm-inline-block">خروجی</span>
-              </span>
+          <button class="btn btn-label-success me-2" type="button" onclick="exportToExcel()">
+            <span class="d-flex align-items-center gap-2">
+              <i class="bx bx-export me-sm-1"></i>
+              <span class="d-none d-sm-inline-block">خروجی اکسل</span>
             </span>
           </button>
           {% if request.user|is_broker %}
@@ -212,6 +211,7 @@
             <th>امور</th>
             <th>پیشرفت</th>
             <th>وضعیت</th>
+            <th>تاریخ نصب/تاخیر</th>
             <th>تاریخ ایجاد</th>
             <th>عملیات</th>
           </tr>
@@ -244,6 +244,20 @@
               </div>
             </td>
             <td>{{ item.instance.get_status_display_with_color|safe }}</td>
+            <td>
+              {% if item.installation_scheduled_date %}
+                <div>
+                  <span title="{{ item.installation_scheduled_date|date:'Y-m-d' }}">{{ item.installation_scheduled_date | to_jalali }}</span>
+                </div>
+                {% if item.installation_overdue_days and item.installation_overdue_days > 0 %}
+                  <small class="text-danger d-block">{{ item.installation_overdue_days }} روز تاخیر</small>
+                {% else %}
+                  <small class="text-muted d-block">بدون تاخیر</small>
+                {% endif %}
+              {% else %}
+                <span class="text-muted">تاریخ نصب تعیین نشده</span>
+              {% endif %}
+            </td>
             <td>{{ item.instance.jcreated_date }}</td>
             <td>
               <div class="d-inline-block">
@@ -287,6 +301,7 @@
             <td></td>
             <td></td>
             <td></td>
+            <td></td>
           </tr>
           {% endfor %}
         </tbody>
@@ -419,6 +434,10 @@
 
               <div id="repNewFields" class="col-sm-12" style="display:none;">
                 <div class="row g-3">
+                  <div class="col-sm-12">
+                    <label class="form-label" for="id_user_type">{{ customer_form.user_type.label }}</label>
+                    {{ customer_form.user_type }}
+                  </div>
                   <div class="col-sm-6">
                     <label class="form-label" for="id_first_name">{{ customer_form.first_name.label }}</label>
                     {{ customer_form.first_name }}
@@ -439,6 +458,15 @@
                     <label class="form-label" for="id_national_code">{{ customer_form.national_code.label }}</label>
                     {{ customer_form.national_code }}
                   </div>
+                  <!-- Company fields for legal entities -->
+                  <div class="col-sm-6 company-fields" style="display:none;">
+                    <label class="form-label" for="id_company_name">{{ customer_form.company_name.label }}</label>
+                    {{ customer_form.company_name }}
+                  </div>
+                  <div class="col-sm-6 company-fields" style="display:none;">
+                    <label class="form-label" for="id_company_national_id">{{ customer_form.company_national_id.label }}</label>
+                    {{ customer_form.company_national_id }}
+                  </div>
                   <div class="col-sm-6">
                     <label class="form-label" for="id_card_number">{{ customer_form.card_number.label }}</label>
                     {{ customer_form.card_number }}
@@ -717,6 +745,21 @@
         .fail(function(){ setStatus('#wellStatus', 'خطا در بررسی چاه', 'danger'); });
     });
 
+    function toggleRepCompanyFields() {
+      const userType = $('#user-type-select').val();
+      if (userType === 'legal') {
+        $('#repNewFields .company-fields').show();
+        $('input[name="company_name"]').attr('required', true);
+        $('input[name="company_national_id"]').attr('required', true);
+      } else {
+        $('#repNewFields .company-fields').hide();
+        $('input[name="company_name"]').removeAttr('required');
+        $('input[name="company_national_id"]').removeAttr('required');
+      }
+    }
+
+    $('#user-type-select').on('change', toggleRepCompanyFields);
+
     $('#btnLookupRep').on('click', function() {
       const nc = $('#rep_national_code').val().trim();
       if (!nc) { setStatus('#repStatus', 'لطفا کد ملی نماینده را وارد کنید', 'danger'); return; }
@@ -732,36 +775,47 @@
             $('#id_first_name').val(resp.user.first_name || '');
             $('#id_last_name').val(resp.user.last_name || '');
             if (resp.user.profile) {
+              $('#user-type-select').val(resp.user.profile.user_type || 'individual');
               $('#id_national_code').val(resp.user.profile.national_code || nc);
               $('#id_phone_number_1').val(resp.user.profile.phone_number_1 || '');
               $('#id_phone_number_2').val(resp.user.profile.phone_number_2 || '');
+              $('#id_company_name').val(resp.user.profile.company_name || '');
+              $('#id_company_national_id').val(resp.user.profile.company_national_id || '');
               $('#id_card_number').val(resp.user.profile.card_number || '');
               $('#id_account_number').val(resp.user.profile.account_number || '');
               $('#id_bank_name').val(resp.user.profile.bank_name || '');
               $('#id_address').val(resp.user.profile.address || '');
             } else {
+              $('#user-type-select').val('individual');
               $('#id_national_code').val(nc);
               $('#id_phone_number_1').val('');
               $('#id_phone_number_2').val('');
+              $('#id_company_name').val('');
+              $('#id_company_national_id').val('');
               $('#id_card_number').val('');
               $('#id_account_number').val('');
               $('#id_bank_name').val('');
               $('#id_address').val('');
             }
+            toggleRepCompanyFields();
             setStatus('#repStatus', 'نماینده یافت شد.', 'success');
           } else {
             currentRepId = null;
             $('#repNewFields').show();
             // Clear form and prefill national code
+            $('#user-type-select').val('individual');
             $('#id_first_name').val('');
             $('#id_last_name').val('');
             $('#id_national_code').val(nc);
             $('#id_phone_number_1').val('');
             $('#id_phone_number_2').val('');
+            $('#id_company_name').val('');
+            $('#id_company_national_id').val('');
             $('#id_card_number').val('');
             $('#id_account_number').val('');
             $('#id_bank_name').val('');
             $('#id_address').val('');
+            toggleRepCompanyFields();
             setStatus('#repStatus', 'نماینده یافت نشد. لطفا اطلاعات را تکمیل کنید.', 'danger');
           }
         })
@@ -954,6 +1008,45 @@
         });
       };
     };
+
+    // Export to Excel function
+    window.exportToExcel = function() {
+      // Get current filter parameters from the form
+      const form = document.querySelector('form[method="get"]');
+      const formData = new FormData(form);
+      
+      // Build query string
+      const params = new URLSearchParams();
+      for (const [key, value] of formData.entries()) {
+        if (value.trim()) {
+          params.append(key, value);
+        }
+      }
+      
+      // Create export URL with current filters
+      const exportUrl = '{% url "processes:export_requests_excel" %}' + '?' + params.toString();
+      
+      // Show loading state
+      const btn = document.querySelector('button[onclick="exportToExcel()"]');
+      const originalText = btn.innerHTML;
+      btn.innerHTML = '<i class="bx bx-loader-circle bx-spin me-1"></i>در حال تولید...';
+      btn.disabled = true;
+      
+      // Create invisible link and trigger download
+      const link = document.createElement('a');
+      link.href = exportUrl;
+      link.style.display = 'none';
+      document.body.appendChild(link);
+      link.click();
+      document.body.removeChild(link);
+      
+      // Reset button after a short delay
+      setTimeout(() => {
+        btn.innerHTML = originalText;
+        btn.disabled = false;
+        showToast('فایل اکسل آماده دانلود است', 'success');
+      }, 1000);
+    };
   });
 </script>
 {% endblock %}

processes/templatetags/processes_tags.py

@@ -28,9 +28,11 @@ def stepper_header(instance, current_step=None):
         status = step_id_to_status.get(step.id, 'pending')
         
         # بررسی دسترسی به مرحله (UI navigation constraints):
-        # can_access = instance.can_access_step(step)
+        can_access = instance.can_access_step(step)
+
         # فقط مراحل تکمیل‌شده یا مرحله جاری قابل کلیک هستند
-        can_access = (step_id_to_status.get(step.id) == 'completed') or (instance.current_step and step.id == instance.current_step.id)
+        # can_access = (step_id_to_status.get(step.id) == 'completed') or (instance.current_step and step.id == instance.current_step.id)
+
         # مرحله انتخاب‌شده (نمایش فعلی)
         is_selected = bool(current_step and step.id == current_step.id)
         # مرحله‌ای که باید انجام شود (مرحله جاری در instance)

processes/urls.py

@@ -6,6 +6,7 @@ app_name = 'processes'
 urlpatterns = [
     # Requests UI
     path('requests/', views.request_list, name='request_list'),
+    path('requests/export/excel/', views.export_requests_excel, name='export_requests_excel'),
     path('requests/create/', views.create_request_with_entities, name='create_request_with_entities'),
     path('requests/lookup/well/', views.lookup_well_by_subscription, name='lookup_well_by_subscription'),
     path('requests/lookup/representative/', views.lookup_representative_by_national_code, name='lookup_representative_by_national_code'),

processes/utils.py

@@ -20,7 +20,7 @@ def scope_instances_queryset(user, queryset=None):
             return qs.filter(id__in=assign_ids)
         if profile.has_role(UserRoles.BROKER):
             return qs.filter(broker=profile.broker)
-        if profile.has_role(UserRoles.ACCOUNTANT) or profile.has_role(UserRoles.MANAGER):
+        if profile.has_role(UserRoles.ACCOUNTANT) or profile.has_role(UserRoles.MANAGER) or profile.has_role(UserRoles.WATER_RESOURCE_MANAGER):
             return qs.filter(broker__affairs__county=profile.county)
         if profile.has_role(UserRoles.ADMIN):
             return qs
@@ -69,7 +69,7 @@ def scope_wells_queryset(user, queryset=None):
             return qs
         if profile.has_role(UserRoles.BROKER):
             return qs.filter(broker=profile.broker)
-        if profile.has_role(UserRoles.ACCOUNTANT) or profile.has_role(UserRoles.MANAGER):
+        if profile.has_role(UserRoles.ACCOUNTANT) or profile.has_role(UserRoles.MANAGER) or profile.has_role(UserRoles.WATER_RESOURCE_MANAGER):
             return qs.filter(broker__affairs__county=profile.county)
         if profile.has_role(UserRoles.INSTALLER):
             # Wells that have instances assigned to this installer
@@ -102,7 +102,7 @@ def scope_customers_queryset(user, queryset=None):
             return qs
         if profile.has_role(UserRoles.BROKER):
             return qs.filter(broker=profile.broker)
-        if profile.has_role(UserRoles.ACCOUNTANT) or profile.has_role(UserRoles.MANAGER):
+        if profile.has_role(UserRoles.ACCOUNTANT) or profile.has_role(UserRoles.MANAGER) or profile.has_role(UserRoles.WATER_RESOURCE_MANAGER):
             return qs.filter(county=profile.county)
         if profile.has_role(UserRoles.INSTALLER):
             # Customers that are representatives of instances assigned to this installer

processes/views.py

@@ -3,13 +3,19 @@ from django.urls import reverse
 
 from django.contrib.auth.decorators import login_required
 from django.contrib import messages
-from django.http import JsonResponse
+from django.http import JsonResponse, HttpResponse
 from django.views.decorators.http import require_POST, require_GET
+from django.utils import timezone
 from django.db import transaction
 from django.contrib.auth import get_user_model
+import openpyxl
+from openpyxl.styles import Font, Alignment, PatternFill
+from openpyxl.utils import get_column_letter
+from datetime import datetime
+from _helpers.utils import persian_converter3
 from .models import Process, ProcessInstance, StepInstance, ProcessStep
 from .utils import scope_instances_queryset, get_scoped_instance_or_404
-from installations.models import InstallationAssignment
+from installations.models import InstallationAssignment, InstallationReport
 from wells.models import Well
 from accounts.models import Profile, Broker
 from locations.models import Affairs
@@ -65,18 +71,65 @@ def request_list(request):
     steps_list = ProcessStep.objects.select_related('process').all().order_by('process__name', 'order')
     manufacturers = WaterMeterManufacturer.objects.all().order_by('name')
     
-    # Calculate progress for each instance
+    # Prepare installation assignments map (scheduled date by instance)
+    try:
+        instance_ids = list(instances.values_list('id', flat=True))
+    except Exception:
+        instance_ids = []
+    assignments_map = {}
+    reports_map = {}
+    if instance_ids:
+        try:
+            ass_qs = InstallationAssignment.objects.filter(process_instance_id__in=instance_ids).values('process_instance_id', 'scheduled_date')
+            for row in ass_qs:
+                assignments_map[row['process_instance_id']] = row['scheduled_date']
+        except Exception:
+            assignments_map = {}
+        # latest report per instance (visited_date)
+        try:
+            rep_qs = InstallationReport.objects.filter(assignment__process_instance_id__in=instance_ids).order_by('-created').values('assignment__process_instance_id', 'visited_date')
+            for row in rep_qs:
+                pid = row['assignment__process_instance_id']
+                if pid not in reports_map:
+                    reports_map[pid] = row['visited_date']
+        except Exception:
+            reports_map = {}
+
+    # Calculate progress for each instance and attach install schedule info
     instances_with_progress = []
     for instance in instances:
         total_steps = instance.process.steps.count()
         completed_steps = instance.step_instances.filter(status='completed').count()
         progress_percentage = (completed_steps / total_steps * 100) if total_steps > 0 else 0
-        
+        sched_date = assignments_map.get(instance.id)
+        overdue_days = 0
+        reference_date = None
+        if sched_date:
+            # Reference date: until installer submits a report, use today; otherwise use visited_date
+            try:
+                visited_date = reports_map.get(instance.id)
+                if visited_date:
+                    reference_date = visited_date
+                else:
+                    try:
+                        reference_date = timezone.localdate()
+                    except Exception:
+                        from datetime import date as _date
+                        reference_date = _date.today()
+                if reference_date > sched_date:
+                    overdue_days = (reference_date - sched_date).days
+            except Exception:
+                overdue_days = 0
+                reference_date = None
+
+        installation_scheduled_date = reference_date if reference_date and reference_date > sched_date else sched_date
         instances_with_progress.append({
             'instance': instance,
             'progress_percentage': round(progress_percentage),
             'completed_steps': completed_steps,
             'total_steps': total_steps,
+            'installation_scheduled_date': installation_scheduled_date,
+            'installation_overdue_days': overdue_days,
         })
     
     # Summary stats for header cards
@@ -160,7 +213,10 @@ def lookup_representative_by_national_code(request):
             'last_name': user.last_name,
             'full_name': user.get_full_name(),
             'profile': {
+                'user_type': profile.user_type,
                 'national_code': profile.national_code,
+                'company_name': profile.company_name,
+                'company_national_id': profile.company_national_id,
                 'phone_number_1': profile.phone_number_1,
                 'phone_number_2': profile.phone_number_2,
                 'card_number': profile.card_number,
@@ -240,6 +296,7 @@ def create_request_with_entities(request):
             well = existing
 
     well_data = request.POST.copy()
+    print(well_data)
     # Ensure representative set from created/selected user if not provided
     if representative_user and not well_data.get('representative'):
         well_data['representative'] = str(representative_user.id)
@@ -366,12 +423,12 @@ def step_detail(request, instance_id, step_id):
         return redirect('processes:instance_summary', instance_id=instance.id)
     
     # جلوگیری از پرش به مراحل آینده: فقط اجازه نمایش مرحله جاری یا مراحل تکمیل‌شده
-    try:
-        if instance.current_step and step.order > instance.current_step.order:
-            messages.error(request, 'ابتدا مراحل قبلی را تکمیل کنید.')
-            return redirect('processes:step_detail', instance_id=instance.id, step_id=instance.current_step.id)
-    except Exception:
-        pass
+    # try:
+    #     if instance.current_step and step.order > instance.current_step.order:
+    #         messages.error(request, 'ابتدا مراحل قبلی را تکمیل کنید.')
+    #         return redirect('processes:step_detail', instance_id=instance.id, step_id=instance.current_step.id)
+    # except Exception:
+    #     pass
 
     # بررسی دسترسی به مرحله
     if not instance.can_access_step(step):
@@ -471,4 +528,365 @@ def instance_summary(request, instance_id):
         'latest_report': latest_report,
         'certificate': certificate,
     })
+
+
+def format_date_jalali(date_obj):
+    """Convert date to Jalali format without time"""
+    if not date_obj:
+        return ""
+    try:
+        # If it's a datetime, get just the date part
+        if hasattr(date_obj, 'date'):
+            date_obj = date_obj.date()
+        return persian_converter3(date_obj)
+    except Exception:
+        return ""
+
+def format_datetime_jalali(datetime_obj):
+    """Convert datetime to Jalali format without time"""
+    if not datetime_obj:
+        return ""
+    try:
+        # Get just the date part
+        date_part = datetime_obj.date() if hasattr(datetime_obj, 'date') else datetime_obj
+        return persian_converter3(date_part)
+    except Exception:
+        return ""
+
+@login_required
+def export_requests_excel(request):
+    """Export filtered requests to Excel"""
+    
+    # Get the same queryset as request_list view (with filters)
+    instances = ProcessInstance.objects.select_related(
+        'process', 'current_step', 'representative', 'well', 'well__county', 'well__affairs'
+    ).prefetch_related('step_instances')
+    
+    # Apply scoping
+    instances = scope_instances_queryset(request.user, instances)
+    
+    # Apply filters (same logic as request_list view)
+    filter_status = request.GET.get('status', '').strip()
+    if filter_status:
+        instances = instances.filter(status=filter_status)
+    
+    filter_affairs = request.GET.get('affairs', '').strip()
+    if filter_affairs and filter_affairs.isdigit():
+        instances = instances.filter(well__affairs_id=filter_affairs)
+    
+    filter_broker = request.GET.get('broker', '').strip()
+    if filter_broker and filter_broker.isdigit():
+        instances = instances.filter(well__broker_id=filter_broker)
+    
+    filter_step = request.GET.get('step', '').strip()
+    if filter_step and filter_step.isdigit():
+        instances = instances.filter(current_step_id=filter_step)
+    
+    # Get installation data
+    assignment_ids = list(instances.values_list('id', flat=True))
+    assignments_map = {}
+    reports_map = {}
+    installers_map = {}
+    
+    if assignment_ids:
+        assignments = InstallationAssignment.objects.filter(
+            process_instance_id__in=assignment_ids
+        ).select_related('process_instance', 'installer')
+        assignments_map = {a.process_instance_id: a.scheduled_date for a in assignments}
+        installers_map = {a.process_instance_id: a.installer for a in assignments}
+        
+        reports = InstallationReport.objects.filter(
+            assignment__process_instance_id__in=assignment_ids
+        ).select_related('assignment')
+        reports_map = {r.assignment.process_instance_id: r for r in reports}
+    
+    # Get quotes and payments data
+    from invoices.models import Quote, Payment, Invoice
+    quotes_map = {}
+    payments_map = {}
+    settlement_dates_map = {}
+    approval_dates_map = {}
+    approval_users_map = {}
+    
+    if assignment_ids:
+        # Get quotes
+        quotes = Quote.objects.filter(
+            process_instance_id__in=assignment_ids
+        ).select_related('process_instance')
+        quotes_map = {q.process_instance_id: q for q in quotes}
+        
+        # Get payments with reference numbers
+        payments = Payment.objects.filter(
+            invoice__process_instance_id__in=assignment_ids, 
+            is_deleted=False
+        ).select_related('invoice__process_instance').order_by('created')
+        
+        for payment in payments:
+            if payment.invoice.process_instance_id not in payments_map:
+                payments_map[payment.invoice.process_instance_id] = []
+            payments_map[payment.invoice.process_instance_id].append(payment)
+        
+        # Get final invoices to check settlement dates
+        invoices = Invoice.objects.filter(
+            process_instance_id__in=assignment_ids
+        ).select_related('process_instance')
+        
+        for invoice in invoices:
+            if invoice.remaining_amount == 0:  # Fully settled
+                # Find the last payment date for this invoice
+                last_payment = Payment.objects.filter(
+                    invoice__process_instance=invoice.process_instance,
+                    is_deleted=False
+                ).order_by('-created').first()
+                if last_payment:
+                    settlement_dates_map[invoice.process_instance_id] = last_payment.created
+        
+        # Get installation approval data
+        from processes.models import StepInstance, StepApproval
+        installation_steps = StepInstance.objects.filter(
+            process_instance_id__in=assignment_ids,
+            step__slug='installation_report',  # Assuming this is the slug for installation step
+            status='completed'
+        ).select_related('process_instance')
+        
+        for step_instance in installation_steps:
+            # Get the approval that completed this step
+            approval = StepApproval.objects.filter(
+                step_instance=step_instance,
+                decision='approved',
+                is_deleted=False
+            ).select_related('approved_by').order_by('-created').first()
+            
+            if approval:
+                approval_dates_map[step_instance.process_instance_id] = approval.created
+                approval_users_map[step_instance.process_instance_id] = approval.approved_by
+    
+    # Calculate progress and installation data
+    instances_with_progress = []
+    for instance in instances:
+        total_steps = instance.process.steps.count()
+        completed_steps = instance.step_instances.filter(status='completed').count()
+        progress_percentage = (completed_steps / total_steps * 100) if total_steps > 0 else 0
+        
+        sched_date = assignments_map.get(instance.id)
+        overdue_days = 0
+        reference_date = None
+        
+        if sched_date:
+            try:
+                report = reports_map.get(instance.id)
+                if report and report.visited_date:
+                    reference_date = report.visited_date
+                else:
+                    try:
+                        reference_date = timezone.localdate()
+                    except Exception:
+                        from datetime import date as _date
+                        reference_date = _date.today()
+                if reference_date > sched_date:
+                    overdue_days = (reference_date - sched_date).days
+            except Exception:
+                overdue_days = 0
+        
+        installation_scheduled_date = reference_date if reference_date and reference_date > sched_date else sched_date
+        
+        instances_with_progress.append({
+            'instance': instance,
+            'progress_percentage': round(progress_percentage),
+            'completed_steps': completed_steps,
+            'total_steps': total_steps,
+            'installation_scheduled_date': installation_scheduled_date,
+            'installation_overdue_days': overdue_days,
+        })
+    
+    # Create Excel workbook
+    wb = openpyxl.Workbook()
+    ws = wb.active
+    ws.title = "لیست درخواست‌ها"
+    
+    # Set RTL (Right-to-Left) direction
+    ws.sheet_view.rightToLeft = True
+    
+    # Define column headers
+    headers = [
+        'شناسه',
+        'تاریخ ایجاد درخواست',
+        'نام نماینده',
+        'نام خانوادگی نماینده',
+        'کد ملی نماینده',
+        'نام شرکت',
+        'شناسه شرکت',
+        'سریال کنتور',
+        'سریال کنتور جدید',
+        'شماره اشتراک آب',
+        'شماره اشتراک برق',
+        'قدرت چاه',
+        'شماره تماس ۱',
+        'شماره تماس ۲',
+        'آدرس',
+        'مبلغ پیش‌فاکتور',
+        'تاریخ واریزی‌ها و کدهای رهگیری',
+        'تاریخ مراجعه نصاب',
+        'تاخیر نصاب',
+        'نام نصاب',
+        'تاریخ تایید نصب توسط مدیر',
+        'نام تایید کننده نصب',
+        'تاریخ تسویه'
+    ]
+    
+    # Write headers
+    for col, header in enumerate(headers, 1):
+        cell = ws.cell(row=1, column=col, value=header)
+        cell.font = Font(bold=True)
+        cell.alignment = Alignment(horizontal='center')
+        cell.fill = PatternFill(start_color="CCCCCC", end_color="CCCCCC", fill_type="solid")
+    
+    # Write data rows
+    for row_num, item in enumerate(instances_with_progress, 2):
+        instance = item['instance']
+        
+        # Get representative info
+        rep_first_name = ""
+        rep_last_name = ""
+        rep_national_code = ""
+        rep_phone_1 = ""
+        rep_phone_2 = ""
+        rep_address = ""
+        company_name = ""
+        company_national_id = ""
+        
+        if instance.representative:
+            rep_first_name = instance.representative.first_name or ""
+            rep_last_name = instance.representative.last_name or ""
+            if hasattr(instance.representative, 'profile') and instance.representative.profile:
+                profile = instance.representative.profile
+                rep_national_code = profile.national_code or ""
+                rep_phone_1 = profile.phone_number_1 or ""
+                rep_phone_2 = profile.phone_number_2 or ""
+                rep_address = profile.address or ""
+                if profile.user_type == 'legal':
+                    company_name = profile.company_name or ""
+                    company_national_id = profile.company_national_id or ""
+        
+        # Get well info
+        water_subscription = ""
+        electricity_subscription = ""
+        well_power = ""
+        old_meter_serial = ""
+        if instance.well:
+            water_subscription = instance.well.water_subscription_number or ""
+            electricity_subscription = instance.well.electricity_subscription_number or ""
+            well_power = str(instance.well.well_power) if instance.well.well_power else ""
+            old_meter_serial = instance.well.water_meter_serial_number or ""
+        
+        # Get new meter serial from installation report
+        new_meter_serial = ""
+        installer_visit_date = ""
+        report = reports_map.get(instance.id)
+        if report:
+            new_meter_serial = report.new_water_meter_serial or ""
+            installer_visit_date = format_date_jalali(report.visited_date)
+        
+        # Get quote amount
+        quote_amount = ""
+        quote = quotes_map.get(instance.id)
+        if quote:
+            quote_amount = str(quote.final_amount) if quote.final_amount else ""
+        
+        # Get payments info
+        payments_info = ""
+        payments = payments_map.get(instance.id, [])
+        if payments:
+            payment_strings = []
+            for payment in payments:
+                date_str = format_datetime_jalali(payment.created)
+                reference_number = payment.reference_number or "بدون کد"
+                payment_strings.append(f"{date_str} - {reference_number}")
+            payments_info = " | ".join(payment_strings)
+        
+        # Get installer name
+        installer_name = ""
+        installer = installers_map.get(instance.id)
+        if installer:
+            installer_name = installer.get_full_name() or str(installer)
+        
+        # Get overdue days
+        overdue_days = ""
+        if item['installation_overdue_days'] and item['installation_overdue_days'] > 0:
+            overdue_days = str(item['installation_overdue_days'])
+        
+        # Get approval info
+        approval_date = ""
+        approval_user = ""
+        approval_date_obj = approval_dates_map.get(instance.id)
+        approval_user_obj = approval_users_map.get(instance.id)
+        if approval_date_obj:
+            approval_date = format_datetime_jalali(approval_date_obj)
+        if approval_user_obj:
+            approval_user = approval_user_obj.get_full_name() or str(approval_user_obj)
+        
+        # Get settlement date
+        settlement_date = ""
+        settlement_date_obj = settlement_dates_map.get(instance.id)
+        if settlement_date_obj:
+            settlement_date = format_datetime_jalali(settlement_date_obj)
+        
+        row_data = [
+            instance.code,                    # شناسه
+            format_datetime_jalali(instance.created),  # تاریخ ایجاد درخواست
+            rep_first_name,                   # نام نماینده
+            rep_last_name,                    # نام خانوادگی نماینده
+            rep_national_code,                # کد ملی نماینده
+            company_name,                     # نام شرکت
+            company_national_id,              # شناسه شرکت
+            old_meter_serial,                 # سریال کنتور
+            new_meter_serial,                 # سریال کنتور جدید
+            water_subscription,               # شماره اشتراک آب
+            electricity_subscription,         # شماره اشتراک برق
+            well_power,                       # قدرت چاه
+            rep_phone_1,                      # شماره تماس ۱
+            rep_phone_2,                      # شماره تماس ۲
+            rep_address,                      # آدرس
+            quote_amount,                     # مبلغ پیش‌فاکتور
+            payments_info,                    # تاریخ واریزی‌ها و کدهای رهگیری
+            installer_visit_date,             # تاریخ مراجعه نصاب
+            overdue_days,                     # تاخیر نصاب
+            installer_name,                   # نام نصاب
+            approval_date,                    # تاریخ تایید نصب توسط مدیر
+            approval_user,                    # نام تایید کننده نصب
+            settlement_date                   # تاریخ تسویه
+        ]
+        
+        for col, value in enumerate(row_data, 1):
+            cell = ws.cell(row=row_num, column=col, value=value)
+            # Set right alignment for Persian text
+            cell.alignment = Alignment(horizontal='right')
+    
+    # Auto-adjust column widths
+    for col in range(1, len(headers) + 1):
+        column_letter = get_column_letter(col)
+        max_length = 0
+        for row in ws[column_letter]:
+            try:
+                if len(str(row.value)) > max_length:
+                    max_length = len(str(row.value))
+            except:
+                pass
+        adjusted_width = min(max_length + 2, 50)
+        ws.column_dimensions[column_letter].width = adjusted_width
+    
+    # Prepare response
+    response = HttpResponse(
+        content_type='application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
+    )
+    
+    # Generate filename with current date
+    current_date = datetime.now().strftime('%Y%m%d_%H%M')
+    filename = f'requests_export_{current_date}.xlsx'
+    response['Content-Disposition'] = f'attachment; filename="{filename}"'
+    
+    # Save workbook to response
+    wb.save(response)
+    
+    return response