update bill

This commit is contained in:
gitea 2025-02-03 15:23:06 +00:00
parent 8ede7e815d
commit 11d801f488
6 changed files with 57 additions and 54 deletions

View File

@ -5,4 +5,8 @@ class InventoryConfig(AppConfig):
name = 'inventory'
def ready(self):
import inventory.signals
import inventory.signals
from decimal import Decimal
from inventory.models import VatRate
VatRate.objects.get_or_create(rate=Decimal('0.15'), is_active=True)

View File

@ -350,7 +350,7 @@ def set_bill_payment(dealer, entity, bill, amount, payment_method):
account=cash_account, # Debit Cash
amount=amount, # Payment amount
tx_type="debit",
description="Payment Received",
description="Bill Payment Received",
)
TransactionModel.objects.create(
@ -358,7 +358,7 @@ def set_bill_payment(dealer, entity, bill, amount, payment_method):
account=account_payable, # Credit Accounts Receivable
amount=amount, # Payment amount
tx_type="credit",
description="Payment Received",
description="Bill Payment Received",
)
bill.make_payment(amount)

View File

@ -2454,6 +2454,7 @@ class EstimateDetailView(LoginRequiredMixin, DetailView):
if estimate.get_itemtxs_data():
calculator = CarFinanceCalculator(estimate)
finance_data = calculator.get_finance_data()
print(finance_data.get("cars"))
kwargs["data"] = finance_data
kwargs["invoice"] = (
InvoiceModel.objects.all().filter(ce_model=estimate).first()
@ -2588,11 +2589,7 @@ class InvoiceDetailView(LoginRequiredMixin, DetailView):
if invoice.get_itemtxs_data():
calculator = CarFinanceCalculator(invoice)
finance_data = calculator.get_finance_data()
print(
(finance_data["total_vat_amount"] + finance_data["total_price"])
== finance_data["grand_total"]
)
finance_data = calculator.get_finance_data()
kwargs["data"] = finance_data
kwargs["payments"] = JournalEntryModel.objects.filter(
ledger=invoice.ledger
@ -3223,29 +3220,23 @@ class BillDetailView(LoginRequiredMixin, DetailView):
if bill.get_itemtxs_data():
txs = bill.get_itemtxs_data()[0]
car_and_item_info = [
transactions = [
{
"car": models.Car.objects.get(vin=x.item_model.name),
"total": models.Car.objects.get(
vin=x.item_model.name
).finances.cost_price
* Decimal(x.quantity),
"itemmodel": x,
"item": x,
"total": Decimal(x.unit_cost) * Decimal(x.quantity),
}
for x in txs
]
grand_total = sum(
Decimal(
models.Car.objects.get(vin=x.item_model.name).finances.cost_price
)
* Decimal(x.quantity)
Decimal(x.unit_cost) * Decimal(x.quantity)
for x in txs
)
vat = models.VatRate.objects.filter(is_active=True).first()
if vat:
grand_total += round(Decimal(grand_total) * Decimal(vat.rate), 2)
kwargs["car_and_item_info"] = car_and_item_info
# vat = models.VatRate.objects.filter(is_active=True).first()
# if vat:
# grand_total += round(Decimal(grand_total) * Decimal(vat.rate), 2)
kwargs["transactions"] = transactions
kwargs["grand_total"] = grand_total
print(dir(txs[0]))
return super().get_context_data(**kwargs)
@ -3324,7 +3315,7 @@ def bill_mark_as_paid(request, pk):
bill.mark_as_paid(user_model=dealer.entity.admin)
bill.save()
bill.ledger.lock_journal_entries()
bill.ledger.post_journal_entries()
bill.ledger.post_journal_entries()
bill.ledger.post()
bill.ledger.save()
messages.success(request, _("Bill marked as paid successfully."))

View File

@ -217,13 +217,13 @@
</tr>
</thead>
<tbody>
{% for item in car_and_item_info %}
{% for transaction in transactions %}
<tr>
<td class="">{{forloop.counter}}</td>
<td class="">{{item.car.id_car_model}}</td>
<td class="align-middle">{{item.itemmodel.quantity}}</td>
<td class="align-middle ps-5">{{item.car.finances.cost_price}}</td>
<td class="align-middle text-body-tertiary fw-semibold">{{item.total}}</td>
<td class=""></td>
<td class="">{{transaction.item.item_model.name}}</td>
<td class="align-middle">{{transaction.item.quantity}}</td>
<td class="align-middle ps-5">{{transaction.item.unit_cost}}</td>
<td class="align-middle text-body-tertiary fw-semibold">{{transaction.total}}</td>
</tr>
{% endfor %}
<tr class="bg-body-secondary total-sum">
@ -235,7 +235,7 @@
<tr class="bg-body-secondary total-sum">
<td class="align-middle ps-4 fw-bolder text-body-highlight" colspan="4">{% trans "Grand Total" %}</td>
<td class="align-middle text-start fw-bolder">
<span id="grand-total">{{bill.additional_info.car_finance.total_vat}}</span>
<span id="grand-total">{{grand_total}}</span>
</td>
</tr>
</tbody>

View File

@ -33,7 +33,7 @@
<!-- <section> begin ============================-->
<section class="pt-5 pb-9 bg-body-emphasis dark__bg-gray-1200 border-top">
<div class="row-small mt-3">
<div class="d-flex justify-content-between align-items-end mb-4">
<div class="d-flex justify-content-between align-items-end mb-4 mx-3">
<h2 class="mb-0">{% trans 'Estimate' %}</h2>
<div class="d-flex align-items-center gap-2">
{% if estimate.status == 'draft' %}
@ -46,7 +46,7 @@
<a href="{% url 'invoice_create' estimate.pk %}" class="btn btn-phoenix-primary"><span class="d-none d-sm-inline-block">{% trans 'Create Invoice' %}</span></a>
{% else %}
<a href="{% url 'create_sale_order' estimate.pk %}" class="btn btn-phoenix-primary"><span class="d-none d-sm-inline-block">{% trans 'Create Sale Order' %}</span></a>
<a href="{% url 'preview_sale_order' estimate.pk %}" class="btn btn-phoenix-primary"><span class="d-none d-sm-inline-block">{% trans 'Preview Sale Order' %}</span></a>
{% comment %} <a href="{% url 'preview_sale_order' estimate.pk %}" class="btn btn-phoenix-primary"><span class="d-none d-sm-inline-block">{% trans 'Preview Sale Order' %}</span></a> {% endcomment %}
{% endif %}
{% elif estimate.status == 'in_review' %}
<a href="{% url 'estimate_preview' estimate.pk %}" class="btn btn-phoenix-primary"><span class="d-none d-sm-inline-block">{% trans 'Preview' %}</span></a>
@ -83,7 +83,7 @@
<div class="row align-items-center g-0">
<div class="col-auto col-lg-6 col-xl-5">
<h6 class="mb-2 me-3">{% trans 'Customer' %} :</h6>
<p class="fs-9 text-body-secondary fw-semibold mb-0">{{estimate.customer.customer_name}}</p>
<p class="fs-9 text-body-secondary fw-semibold mb-0">{{estimate.customer.customer_name}}</p>
</div>
<div class="col-12 col-lg-4">
<h6 class="mb-2"> {% trans 'Email' %} :</h6>
@ -119,7 +119,9 @@
<thead class="bg-body-secondary">
<tr>
<th scope="col" style="width: 24px;">#</th>
<th scope="col" style="min-width: 260px;">{% trans "Item" %}</th>
<th scope="col" style="min-width: 260px;">{% trans "Make" %}</th>
<th scope="col" style="min-width: 260px;">{% trans "Model" %}</th>
<th scope="col" style="min-width: 260px;">{% trans "Year" %}</th>
<th scope="col" style="min-width: 60px;">{% trans "Quantity" %}</th>
<th scope="col" style="min-width: 60px;">{% trans "Unit Price" %}</th>
<th scope="col" style="min-width: 60px;">{% trans "Total" %}</th>
@ -129,27 +131,29 @@
<tbody>
{% for item in data.cars %}
<tr>
<td class="">{{forloop.counter}}</td>
<td class="">{{item.make}}</td>
<td class="align-middle"></td>
<td class="align-middle">{{item.make}}</td>
<td class="align-middle">{{item.model}}</td>
<td class="align-middle">{{item.year}}</td>
<td class="align-middle">{{item.quantity}}</td>
<td class="align-middle ps-5">{{item.unit_price}}</td>
<td class="align-middle text-body-tertiary fw-semibold">{{item.total}}</td>
</tr>
{% endfor %}
<tr class="bg-body-secondary total-sum">
<td class="align-middle ps-4 fw-semibold text-body-highlight" colspan="4">{% trans "Vat" %} ({{data.vat}}%)</td>
<td class="align-middle ps-4 fw-semibold text-body-highlight" colspan="6">{% trans "Vat" %} ({{data.vat}}%)</td>
<td class="align-middle text-start fw-semibold">
<span id="grand-total">+ {{data.total_vat_amount}}</span>
</td>
</tr>
<tr class="bg-body-secondary total-sum">
<td class="align-middle ps-4 fw-semibold text-body-highlight" colspan="4">{% trans "Discount Amount" %}</td>
<td class="align-middle ps-4 fw-semibold text-body-highlight" colspan="6">{% trans "Discount Amount" %}</td>
<td class="align-middle text-start text-danger fw-semibold ">
<span id="grand-total">- {{data.total_discount}}</span>
</td>
</tr>
<tr class="bg-body-secondary total-sum">
<td class="align-middle ps-4 fw-semibold text-body-highlight" colspan="4">{% trans "Additional Services" %}</td>
<td class="align-middle ps-4 fw-semibold text-body-highlight" colspan="6">{% trans "Additional Services" %}</td>
<td class="align-middle text-start fw-semibold">
{% for service in data.additionals %}
<small><span class="fw-semibold">+ {{service.name}} - {{service.total}}</span></small><br>
@ -157,7 +161,7 @@
</td>
</tr>
<tr class="bg-body-secondary total-sum">
<td class="align-middle ps-4 fw-bolder text-body-highlight" colspan="4">{% trans "Grand Total" %}</td>
<td class="align-middle ps-4 fw-bolder text-body-highlight" colspan="6">{% trans "Grand Total" %}</td>
<td class="align-middle text-start fw-bolder">
<span id="grand-total">{{data.grand_total}}</span>
</td>

View File

@ -57,7 +57,7 @@
<!-- <section> begin ============================-->
<section class="pt-5 pb-9">
<div class="row-small mt-3">
<div class="d-flex justify-content-between align-items-end mb-4">
<div class="d-flex justify-content-between align-items-end mb-4 mx-3">
<h2 class="mb-0">{% trans 'Invoice' %}</h2>
<div class="d-flex align-items-center gap-2">
{% if invoice.invoice_status == 'in_review' %}
@ -212,46 +212,50 @@
<thead class="bg-body-secondary">
<tr>
<th scope="col" style="width: 24px;">#</th>
<th scope="col" style="min-width: 260px;">{% trans "Item" %}</th>
<th scope="col" style="min-width: 260px;">{% trans "Make" %}</th>
<th scope="col" style="min-width: 260px;">{% trans "Model" %}</th>
<th scope="col" style="min-width: 260px;">{% trans "Year" %}</th>
<th scope="col" style="min-width: 60px;">{% trans "Quantity" %}</th>
<th scope="col" style="min-width: 60px;">{% trans "Unit Price" %}</th>
<th scope="col" style="min-width: 60px;">{% trans "Total" %}</th>
</tr>
</thead>
<tbody>
{% for item in car_and_item_info %}
{% for item in data.cars %}
<tr>
<td class="">{{forloop.counter}}</td>
<td class="">{{item.info.make}}</td>
<td class="align-middle"></td>
<td class="align-middle">{{item.make}}</td>
<td class="align-middle">{{item.model}}</td>
<td class="align-middle">{{item.year}}</td>
<td class="align-middle">{{item.quantity}}</td>
<td class="align-middle ps-5">{{item.finances.selling_price}}</td>
<td class="align-middle ps-5">{{item.total}}</td>
<td class="align-middle text-body-tertiary fw-semibold">{{item.total}}</td>
</tr>
{% endfor %}
<tr class="bg-body-secondary total-sum">
<td class="align-middle ps-4 fw-semibold text-body-highlight" colspan="4">{% trans "Discount Amount" %}</td>
<td class="align-middle ps-4 fw-semibold text-body-highlight" colspan="6">{% trans "Discount Amount" %}</td>
<td class="align-middle text-start fw-semibold">
<span id="grand-total">- {{discount_amount}}</span>
<span id="grand-total">- {{data.total_discount}}</span>
</td>
</tr>
<tr class="bg-body-secondary total-sum">
<td class="align-middle ps-4 fw-semibold text-body-highlight" colspan="4">{% trans "VAT" %} ({{vat}}%)</td>
<td class="align-middle ps-4 fw-semibold text-body-highlight" colspan="6">{% trans "VAT" %} ({{data.vat}}%)</td>
<td class="align-middle text-start fw-semibold">
<span id="grand-total">+ {{data.total_vat_amount}}</span>
</td>
</tr>
<tr class="bg-body-secondary total-sum">
<td class="align-middle ps-4 fw-semibold text-body-highlight" colspan="4">{% trans "Additional Services" %}</td>
<td class="align-middle ps-4 fw-semibold text-body-highlight" colspan="6">{% trans "Additional Services" %}</td>
<td class="align-middle text-start fw-bold">
{% for service in additional_services %}
{% for service in data.additionals %}
<small><span class="fw-bold">+ {{service.name}} - {{service.price}}</span></small><br>
{% endfor %}
</td>
</tr>
<tr class="bg-body-secondary total-sum">
<td class="align-middle ps-4 fw-bolder text-body-highlight" colspan="4">{% trans "Grand Total" %}</td>
<td class="align-middle ps-4 fw-bolder text-body-highlight" colspan="6">{% trans "Grand Total" %}</td>
<td class="align-middle text-start fw-bolder">
<span id="grand-total">{{total}}</span>
<span id="grand-total">{{data.grand_total}}</span>
</td>
</tr>
</tbody>