stake holders sharing & quota distribution to CMP - list of stake holder sharings

apps/core/mixins/soft_delete_mixin.py

@@ -3,12 +3,12 @@ from rest_framework.response import Response
 
 
 class SoftDeleteMixin:
-    def destroy(self, request, *args, **kwargs):
+    def destroy(self, request, pk=None, *args, **kwargs):
         """ override destroy -> soft delete """
 
         instance = self.get_object()  # noqa
         instance.soft_delete()
         return Response(
-            {"detail": "رکورد با موفقیت حذف شد (Soft Delete)."},
+            {"detail": "رکورد با موفقیت حذف شد (Soft Delete)."},  # noqa
             status=status.HTTP_200_OK
         )

apps/pos_device/migrations/0067_remove_stakeholders_share_percent.py

@@ -0,0 +1,17 @@
+# Generated by Django 5.0 on 2025-09-06 10:59
+
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('pos_device', '0066_stakeholders_stake_holder_type'),
+    ]
+
+    operations = [
+        migrations.RemoveField(
+            model_name='stakeholders',
+            name='share_percent',
+        ),
+    ]

apps/pos_device/migrations/0068_stakeholders_share_amount.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.0 on 2025-09-06 11:00
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('pos_device', '0067_remove_stakeholders_share_percent'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='stakeholders',
+            name='share_amount',
+            field=models.FloatField(default=0),
+        ),
+    ]

apps/pos_device/migrations/0069_remove_stakeholders_share_amount.py

@@ -0,0 +1,17 @@
+# Generated by Django 5.0 on 2025-09-06 11:42
+
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('pos_device', '0068_stakeholders_share_amount'),
+    ]
+
+    operations = [
+        migrations.RemoveField(
+            model_name='stakeholders',
+            name='share_amount',
+        ),
+    ]

apps/pos_device/migrations/0070_stakeholders_share_amount.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.0 on 2025-09-06 11:43
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('pos_device', '0069_remove_stakeholders_share_amount'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='stakeholders',
+            name='share_amount',
+            field=models.PositiveBigIntegerField(default=0),
+        ),
+    ]

apps/pos_device/migrations/0071_remove_stakeholders_broker_amount_and_more.py

@@ -0,0 +1,48 @@
+# Generated by Django 5.0 on 2025-09-06 13:25
+
+import django.db.models.deletion
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('pos_device', '0070_stakeholders_share_amount'),
+        ('product', '0072_alter_quota_base_price_cooperative_and_more'),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.RemoveField(
+            model_name='stakeholders',
+            name='broker_amount',
+        ),
+        migrations.RemoveField(
+            model_name='stakeholders',
+            name='default',
+        ),
+        migrations.RemoveField(
+            model_name='stakeholders',
+            name='share_amount',
+        ),
+        migrations.CreateModel(
+            name='StakeHolderShareAmount',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('create_date', models.DateTimeField(auto_now_add=True)),
+                ('modify_date', models.DateTimeField(auto_now=True)),
+                ('creator_info', models.CharField(max_length=100, null=True)),
+                ('modifier_info', models.CharField(max_length=100, null=True)),
+                ('trash', models.BooleanField(default=False)),
+                ('share_amount', models.PositiveBigIntegerField(default=0)),
+                ('created_by', models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='%(class)s_createddby', to=settings.AUTH_USER_MODEL)),
+                ('modified_by', models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='%(class)s_modifiedby', to=settings.AUTH_USER_MODEL)),
+                ('quota_distribution', models.ForeignKey(null=True, on_delete=django.db.models.deletion.CASCADE, related_name='holders_share_amount', to='product.quotadistribution')),
+                ('stakeholders', models.ForeignKey(null=True, on_delete=django.db.models.deletion.CASCADE, related_name='holders_share_amount', to='pos_device.stakeholders')),
+            ],
+            options={
+                'abstract': False,
+            },
+        ),
+    ]

apps/pos_device/migrations/0072_stakeholdershareamount_registering_organization.py

@@ -0,0 +1,20 @@
+# Generated by Django 5.0 on 2025-09-07 10:19
+
+import django.db.models.deletion
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('authentication', '0036_organization_phone'),
+        ('pos_device', '0071_remove_stakeholders_broker_amount_and_more'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='stakeholdershareamount',
+            name='registering_organization',
+            field=models.ForeignKey(null=True, on_delete=django.db.models.deletion.CASCADE, related_name='holders_share_amount', to='authentication.organization'),
+        ),
+    ]

apps/pos_device/models.py

@@ -1,4 +1,4 @@
-from apps.product.models import Product, Broker, QuotaBrokerValue
+from apps.product.models import Product, Broker, QuotaBrokerValue, QuotaDistribution
 from django.contrib.postgres.fields import ArrayField
 from apps.authorization.models import UserRelations
 from apps.authentication.models import Organization
@@ -271,14 +271,6 @@ class StakeHolders(BaseModel):
         related_name='pos_stake_holders',
         null=True
     )
-    broker_amount = models.ForeignKey(
-        QuotaBrokerValue,
-        on_delete=models.CASCADE,
-        related_name='pos_stake_holders',
-        null=True
-    )
-    share_percent = models.FloatField(default=0)
-    default = models.BooleanField(default=False)
 
     def __str__(self):
         return f'Device: {self.assignment.device.serial}-organization: {self.organization.name}'
@@ -287,6 +279,31 @@ class StakeHolders(BaseModel):
         return super(StakeHolders, self).save(*args, **kwargs)
 
 
+class StakeHolderShareAmount(BaseModel):
+    quota_distribution = models.ForeignKey(
+        QuotaDistribution,
+        on_delete=models.CASCADE,
+        related_name='holders_share_amount',
+        null=True
+    )
+    stakeholders = models.ForeignKey(
+        StakeHolders,
+        on_delete=models.CASCADE,
+        related_name='holders_share_amount',
+        null=True
+    )
+    share_amount = models.PositiveBigIntegerField(default=0)
+    registering_organization = models.ForeignKey(
+        Organization,
+        on_delete=models.CASCADE,
+        related_name='holders_share_amount',
+        null=True
+    )
+
+    def save(self, *args, **kwargs):
+        return super(StakeHolderShareAmount, self).save(*args, **kwargs)
+
+
 class POSFreeProducts(BaseModel):
     product = models.ForeignKey(
         Product,

apps/pos_device/services/services.py

@@ -1,8 +1,9 @@
 from apps.pos_device.models import Device
+from apps.product.models import Quota
 import typing
 
 
-def pos_organizations_sharing_information(device: Device) -> typing.Any:
+def pos_organizations_sharing_information(device: Device, quota: Quota = None) -> typing.Any:
     """
     pos sharing organizations' information,
     device have multiple organizations (sub_accounts) for sharing money
@@ -17,7 +18,9 @@ def pos_organizations_sharing_information(device: Device) -> typing.Any:
             "account": item.organization.bank_information.first().account,
         } if item.organization.bank_information.exists() else {},
         "broker": item.broker.name if item.broker else None,
-        "amount": item.broker_amount.value if item.broker else None
+        "amount": quota.broker_values.filter(
+            broker=item.broker
+        ).first().value if quota and item.broker else item.share_amount
     } for item in stake_holders]
 
     return sharing_information_list

apps/pos_device/web/api/v1/serilaizers/device.py

@@ -1,3 +1,4 @@
+from apps.product.web.api.v1.serializers.quota_distribution_serializers import QuotaDistributionSerializer
 from apps.authentication.api.v1.serializers.serializer import BankAccountSerializer
 from apps.pos_device.web.api.v1.serilaizers import client as client_serializer
 from rest_framework.serializers import ModelSerializer
@@ -85,4 +86,28 @@ class StakeHoldersSerializer(ModelSerializer):
             instance.organization.bank_information.all().first()
         ).data
 
+        representation['organization'] = {
+            'name': instance.organization.name,
+            'id': instance.organization.id
+        }
+
+        return representation
+
+
+class StakeHolderShareAmountSerializer(ModelSerializer):
+    class Meta:
+        model = pos_models.StakeHolderShareAmount
+        fields = '__all__'
+
+    def to_representation(self, instance):
+        representation = super().to_representation(instance)
+
+        # distribution information
+        representation['quota_distribution'] = QuotaDistributionSerializer(
+            instance.quota_distribution
+        ).data
+
+        # stakeholders information
+        representation['stakeholders'] = StakeHoldersSerializer(instance.stakeholders).data
+
         return representation

apps/pos_device/web/api/v1/urls.py

@@ -10,6 +10,7 @@ router.register(r'provider', device_views.ProviderCompanyViewSet, basename='prov
 router.register(r'device', device_views.DeviceViewSet, basename='device')
 router.register(r'device_assignment', device_views.DeviceAssignmentViewSet, basename='device_assignment')
 router.register(r'stake_holders', device_views.StakeHoldersViewSet, basename='stake_holders')
+router.register(r'holders_share', device_views.StakeHolderShareAmountViewSet, basename='holders_share')
 
 urlpatterns = [
     path('v1/pos/', include(router.urls))

apps/pos_device/web/api/v1/viewsets/device.py

@@ -1,7 +1,7 @@
 import random
 import string
 from datetime import timedelta
-
+from apps.product.web.api.v1.viewsets.quota_distribution_api import QuotaDistributionViewSet
 from apps.pos_device.web.api.v1.serilaizers import device as device_serializer
 from apps.authentication.exceptions import OrganizationBankAccountException
 from apps.authorization.api.v1.serializers import UserRelationSerializer
@@ -337,3 +337,102 @@ class StakeHoldersViewSet(viewsets.ModelViewSet, DynamicSearchMixin, SoftDeleteM
             serializer = self.get_serializer(page, many=True)
             return self.get_paginated_response(serializer.data)
 
+    @action(
+        methods=['get'],
+        detail=False,
+        url_path='list_by_organization',
+        url_name='list_by_organization',
+        name='list_by_organization',
+    )
+    def list_by_organization(self, request):
+        """ list of stakeholders by organization """
+
+        org = get_organization_by_user(request.user)
+
+        stakeholders = self.queryset.filter(
+            assignment__client__organization=org,
+            organization__type__key='CMP'
+        )
+
+        # paginate stakeholders
+        page = self.paginate_queryset(stakeholders)
+        if page is not None:
+            serializer = self.get_serializer(page, many=True)
+            return self.get_paginated_response(serializer.data)
+
+
+class StakeHolderShareAmountViewSet(viewsets.ModelViewSet, DynamicSearchMixin, SoftDeleteMixin):
+    queryset = pos_models.StakeHolderShareAmount.objects.select_related('quota_distribution', 'stakeholders')
+    serializer_class = device_serializer.StakeHolderShareAmountSerializer
+
+    @transaction.atomic
+    def create(self, request, *args, **kwargs):
+        """ create share amount for company stakeholders """
+
+        data = request.data.copy()
+
+        organization = get_organization_by_user(request.user)
+        data.update({'registering_organization': organization.id})
+
+        assigner_organization = get_organization_by_user(request.user)
+        data['distribution'].update({'assigner_organization': assigner_organization.id})
+
+        # create distribution
+        if 'distribution' in data.keys():
+            distribution = CustomOperations().custom_create(
+                request=request,
+                view=QuotaDistributionViewSet(),
+                data=data['distribution']
+            )
+            data.update({'quota_distribution': distribution['id']})
+
+        serializer = self.serializer_class(data=data)
+        if serializer.is_valid(raise_exception=True):
+            serializer.save()
+
+            return Response(serializer.data, status=status.HTTP_201_CREATED)
+        return Response(serializer.errors, status=status.HTTP_403_FORBIDDEN)
+
+    @action(
+        methods=['get'],
+        detail=False,
+        url_path='my_sharing_distributes',
+        url_name='my_sharing_distributes',
+        name='my_sharing_distributes',
+    )
+    def my_shared_distributes(self, request):
+        """ list of my shared stakeholders with detail """
+
+        organization = get_organization_by_user(request.user)
+
+        stakeholders_sharing = self.queryset.filter(
+            registering_organization=organization
+        ).order_by('-create_date')
+
+        # paginate stakeholders
+        page = self.paginate_queryset(stakeholders_sharing)
+        if page is not None:
+            serializer = self.get_serializer(page, many=True)
+            return self.get_paginated_response(serializer.data)
+
+    @action(
+        methods=['get'],
+        detail=True,
+        url_path='shared_by_distribution',
+        url_name='shared_by_distribution',
+        name='shared_by_distribution',
+    )
+    @transaction.atomic
+    def shared_by_distribution(self, request, pk=None):
+        """ list of shared stakeholder with distribution """
+
+        stakeholder_sharing = self.queryset.filter(
+            quota_distribution_id=pk
+        ).order_by('-create_date')
+
+        # paginate stakeholders
+        page = self.paginate_queryset(stakeholder_sharing)
+        if page is not None:
+            serializer = self.get_serializer(page, many=True)
+            return self.get_paginated_response(serializer.data)
+

apps/product/pos/api/v1/serializers/quota_distribution_serializers.py

@@ -98,7 +98,7 @@ class QuotaDistributionSerializer(serializers.ModelSerializer):
 
         representation['pricing'] = {  # noqa
             'pricing_attributes': quota_attribute_value(instance.quota),
-            'sharing': pos_organizations_sharing_information(self.context['device']),
+            'sharing': pos_organizations_sharing_information(self.context['device'], instance.quota),
             'base_prices': [
                 {
                     "text": "قیمت درب کارخانه",  # noqa