add sales list

inventory/utils.py

@@ -22,6 +22,7 @@ from django_ledger.models import (
     BillModel,
     VendorModel,
     CustomerModel,
+    ItemTransactionModel
 )
 from decimal import Decimal
 
@@ -815,3 +816,23 @@ class CarFinanceCalculator:
 
 
 
+def get_item_transactions(txs):
+    transactions = []
+    for tx in txs:
+        data = {}
+        if tx.item_model.additional_info.get('car_info'):
+            data["info"] = tx.item_model.additional_info.get('car_info')
+        if tx.item_model.additional_info.get('car_finance'):
+            data["finance"] = tx.item_model.additional_info.get('car_finance')
+        if tx.has_estimate():
+            data["estimate"] = tx.ce_model
+            data["has_estimate"] = True
+            data["customer"] = tx.ce_model.customer
+        if tx.has_invoice():
+            data["invoice"] = tx.invoice_model
+            data["has_invoice"] = True
+            data["customer"] = tx.invoice_model.customer
+        if bool(data):
+            transactions.append(data)
+            print(data)
+    return transactions

inventory/views.py

@@ -14,6 +14,7 @@ from django_ledger.forms.bill import (
 from django.utils.decorators import method_decorator
 from django.views.decorators.csrf import csrf_exempt
 from django_ledger.models import (
+    ItemTransactionModel,
     EntityModel,
     InvoiceModel,
     BankAccountModel,
@@ -94,6 +95,7 @@ from .utils import (
     get_calculations,
     get_car_finance_data,
     get_financial_values,
+    get_item_transactions,
     reserve_car,
     send_email,
     get_user_type,
@@ -2348,10 +2350,9 @@ def account_delete(request, pk):
 
 # Sales list
 def sales_list_view(request):
-    items = ItemModel.objects.all()
+    transactions = ItemTransactionModel.objects.all()[:10]
-    context = {
+    txs = get_item_transactions(transactions)
-        "items":items
+    context = {"txs":txs}
-    }
     return render(request, "sales/sales_list.html",context)
 
 # Estimates

scripts/run.py

@@ -1,7 +1,7 @@
 from django_ledger.models.invoice import InvoiceModel
 from django_ledger.utils import accruable_net_summary
 from decimal import Decimal
-from django_ledger.models import EstimateModel,EntityModel,ItemModel
+from django_ledger.models import EstimateModel,EntityModel,ItemModel,ItemTransactionModel
 from rich import print
 from datetime import date
 from inventory.models import Car, Dealer, VatRate,Lead,CarMake,CarModel,Schedule
@@ -94,9 +94,25 @@ def run():
     #     print(hash_object.hexdigest() , i.id_car_make.name, i.id_car_model.name)
 
     
-    items = ItemModel.objects.all()
+    def get_item(tx:ItemTransactionModel):
-    for item in items:
+        data = {"data": {}}
-        pass
+        data["data"]["info"] = tx.item_model.additional_info.get('car_info')
+        data["data"]["finance"] = tx.item_model.additional_info.get('car_finance')
+        if tx.has_estimate():
+            data["data"]["estimate"] = tx.ce_model
+            data["data"]["has_estimate"] = True
+            data["data"]["customer"] = tx.ce_model.customer
+        if tx.has_invoice():
+            data["data"]["invoice"] = tx.invoice_model
+            data["data"]["has_invoice"] = True
+            data["data"]["customer"] = tx.invoice_model.customer
+        return data
+    
+    transactions = ItemTransactionModel.objects.all()
+    output = []
+    for transaction in transactions:
+        output.append(get_item(transaction))
+    print(output)
         # info = item.additional_info["car_info"]
         # finance = item.additional_info["car_finance"]
         # print({"vin":info["make"],"mode":info["model"],"year":info["year"],"trim":info["trim"],"mileage":info["mileage"],"cost_price":finance["cost_price"],"selling_price":finance["selling_price"]})

templates/header.html

@@ -136,6 +136,14 @@
                   </a>
                   <!-- more inner pages-->
                 </li>
+                <li class="nav-item">
+                  <a class="nav-link" href="{% url 'sales_list' %}">
+                    <div class="d-flex align-items-center">
+                      <span class="nav-link-icon"><span class="fas fa-money-check"></span></span><span class="nav-link-text">{% trans "Sales"|capfirst %}</span>
+                    </div>
+                  </a>
+                  <!-- more inner pages-->
+                </li>
               </ul>
             </div>
           </div>

templates/sales/sales_list.html

@@ -29,7 +29,7 @@
       <div id="projectSummary">        
         <div class="row g-3 justify-content-between align-items-end mb-4">
           <div class="col-12 col-sm-auto">
-            <ul class="nav nav-links mx-n2" hx-boost="true" hx-push-url='false' hx-target=".table-responsive" hx-select=".table-responsive" hx-swap="innerHTML show:window:top" hx-indicator=".htmx-indicator"
+            {% comment %} <ul class="nav nav-links mx-n2" hx-boost="true" hx-push-url='false' hx-target=".table-responsive" hx-select=".table-responsive" hx-swap="innerHTML show:window:top" hx-indicator=".htmx-indicator"
             hx-on::before-request="on_before_request()"
             hx-on::after-request="on_after_request()"
             >
@@ -39,7 +39,7 @@
               <li class="nav-item"><a class="nav-link px-2 py-1" href="{% url 'car_list' %}?status=transfer"><span>Transfer</span><span class="text-body-tertiary fw-semibold">({{stats.transfer}})</span></a></li>
               <li class="nav-item"><a class="nav-link px-2 py-1" href="{% url 'car_list' %}?status=sold"><span>Sold</span><span class="text-body-tertiary fw-semibold">({{stats.sold}})</span></a></li>
               <li class="nav-item"><button hx-on:click="toggle_filter()" class="nav-link px-2 py-1"><span>Filter</span><span class="text-body-tertiary fw-semibold"></span></button></li>
-            </ul>
+            </ul> {% endcomment %}
           </div>
           <div class="col-12 col-sm-auto">
             <div class="d-flex align-items-center">
@@ -129,35 +129,86 @@
           <table class="table fs-9 mb-0 border-top border-translucent">            
             <thead>
               <tr>
-                <th class="sort white-space-nowrap align-middle ps-0" scope="col" data-sort="projectName" style="width:10%;">Make</th>
+                <th class="sort white-space-nowrap align-middle ps-0" scope="col" data-sort="projectName" style="width:10%;">Customer Name</th>
-                <th class="sort align-middle ps-3" scope="col" data-sort="assignees" style="width:10%;">Model</th>
+                <th class="sort align-middle ps-3" scope="col" data-sort="assignees" style="width:5%;">Customer Address</th>
-                <th class="sort align-middle ps-3" scope="col" data-sort="start" style="width:10%;">Year</th>
+                <th class="sort align-middle ps-3" scope="col" data-sort="start" style="width:5%;">Customer Phone</th>
-                <th class="sort align-middle ps-3" scope="col" data-sort="deadline" style="width:15%;">Trim</th>
+                <th class="sort align-middle ps-3" scope="col" data-sort="deadline" style="width:5%;">Make</th>
-                <th class="sort align-middle ps-3" scope="col" data-sort="task" style="width:12%;">VIN</th>
+                <th class="sort align-middle ps-3" scope="col" data-sort="task" style="width:5%;">Model</th>
-                <th class="sort align-middle ps-3" scope="col" data-sort="task" style="width:12%;">Receiving Date</th>
+                <th class="sort align-middle ps-3" scope="col" data-sort="task" style="width:5%;">VIN</th>
-                
+                <th class="sort align-middle ps-3" scope="col" data-sort="task" style="width:5%;">Trim</th>
-                <th class="sort align-middle text-end" scope="col" data-sort="statuses" style="width:10%;">STATUS</th>
+                <th class="sort align-middle ps-3" scope="col" data-sort="task" style="width:5%;">Selling Price</th>
+                <th class="sort align-middle ps-3" scope="col" data-sort="task" style="width:7%;">Estimate</th>
+                <th class="sort align-middle ps-3" scope="col" data-sort="task" style="width:7%;">Invoice</th>
+                <th class="sort align-middle ps-3" scope="col" data-sort="task" style="width:7%;">Sales Staff</th>                
                 <th class="sort align-middle text-end" scope="col" style="width:10%;"></th>
               </tr>
             </thead>
             <tbody class="list" id="project-list-table-body">
-                {% for car in cars %}
+                {% for tx in txs %}                
               <tr class="position-static">
-                <td class="align-middle time white-space-nowrap ps-0 projectName py-4"><a class="fw-bold fs-8" href="{% url 'car_detail' car.pk %}">{{car.id_car_make}}</a></td>                
+                <td class="align-middle white-space-nowrap deadline ps-3 py-4">
-                <td class="align-middle white-space-nowrap start ps-3 py-4">
+                  <p class="mb-0 fs-9 text-body">{{tx.customer.customer_name}}</p>                  
-                  <p class="mb-0 fs-9 text-body">{{car.id_car_model}}</p>
                 </td>
                 <td class="align-middle white-space-nowrap deadline ps-3 py-4">                  
-                  <p class="mb-0 fs-9 text-body">{{car.year}}</p>
+                  <p class="mb-0 fs-9 text-body">{{tx.customer.address_1}}</p>
+                </td>
+                <td class="align-middle white-space-nowrap deadline ps-3 py-4">                  
+                  <p class="mb-0 fs-9 text-body">{{tx.customer.phone}}</p>
+                </td>
+                <td class="align-middle time white-space-nowrap ps-0 projectName py-4">{{tx.info.make}}</td>
+                <td class="align-middle white-space-nowrap start ps-3 py-4">
+                  <p class="mb-0 fs-9 text-body">{{tx.info.model}}</p>
+                </td>
+                <td class="align-middle white-space-nowrap deadline ps-3 py-4">
+                  <p class="mb-0 fs-9 text-body">{{tx.info.vin}}</p>
                 </td>
                 <td class="align-middle white-space-nowrap task ps-3 py-4">
-                  <p class="fw-bo text-body fs-9 mb-0">{{car.id_car_trim}}</p>
+                  <p class="fw-bo text-body fs-9 mb-0">{{tx.info.trim}}</p>
                 </td>
                 <td class="align-middle white-space-nowrap task ps-3 py-4">
-                  <p class="fw-bo text-body fs-9 mb-0">{{car.vin}}</p>
+                  <p class="fw-bo text-body fs-9 mb-0">{{tx.finance.total}}</p>
                 </td>
                 <td class="align-middle white-space-nowrap task ps-3 py-4">
-                  <p class="fw-bo text-body fs-9 mb-0">{{car.receiving_date}}</p>
+                  {% if tx.has_estimate %}
+                  <p class="fw-bo text-body fs-9 mb-0">
+                    <a href="{% url 'estimate_detail' tx.estimate.uuid %}">
+                      {{tx.estimate.estimate_number}}
+                    </a><br>
+                    {% if tx.estimate.status == "draft" %}
+                      <span class="badge badge-phoenix badge-phoenix-warning">{{tx.estimate.status}}</span>
+                      {% elif tx.estimate.status == "in_review" %}
+                      <span class="badge badge-phoenix badge-phoenix-info">{{tx.estimate.status}}</span>
+                      {% elif tx.estimate.status == "approved" %}                      
+                      <span class="badge badge-phoenix badge-phoenix-success">{{tx.estimate.status}}</span>
+                      {% elif tx.estimate.status == "completed" %}
+                      <span class="badge badge-phoenix badge-phoenix-success">{{tx.estimate.status}}</span>
+                    {% endif %}
+                  </p>
+                  {% endif %}
+                </td>
+                <td class="align-middle white-space-nowrap task ps-3 py-4">
+                  {% if tx.has_invoice %}
+                  <p class="fw-bo text-body fs-9 mb-0">
+                    <a href="{% url 'invoice_detail' tx.invoice.uuid %}">
+                      {{tx.invoice.invoice_number}}
+                    </a><br>
+                    {% if tx.invoice.is_draft %}
+                      <span class="badge badge-phoenix badge-phoenix-warning">{{tx.invoice.invoice_status}}</span>
+                      {% elif tx.invoice.is_review %}
+                      <span class="badge badge-phoenix badge-phoenix-info">{{tx.invoice.invoice_status}}</span>                      
+                      {% elif tx.invoice.is_approved %}                      
+                      <span class="badge badge-phoenix badge-phoenix-info">{{tx.invoice.invoice_status}}</span>
+                      {% elif tx.invoice.is_completed %}
+                      <span class="badge badge-phoenix badge-phoenix-success">{{tx.invoice.invoice_status}}</span>
+                      {% elif tx.invoice.is_paid %}
+                      <span class="badge badge-phoenix badge-phoenix-success">{{tx.invoice.invoice_status}}</span>
+                      {% elif tx.invoice.is_canceled %}
+                      <span class="badge badge-phoenix badge-phoenix-danger">{{tx.invoice.invoice_status}}</span>
+                      {% elif tx.invoice.is_past_due %}
+                      <span class="badge badge-phoenix badge-phoenix-danger">Past Due</span>
+                    {% endif %}                    
+                  </p>
+                  {% endif %}
                 </td>
                 
                 <td class="align-middle white-space-nowrap text-end statuses">
@@ -186,7 +237,7 @@
         
         <div class="d-flex flex-wrap align-items-center justify-content-between py-3 pe-0 fs-9 border-bottom border-translucent">
           <div class="d-flex">
-            <p class="mb-0 d-none d-sm-block me-3 fw-semibold text-body" data-list-info="data-list-info"></p><a class="fw-semibold" href="#!" data-list-view="*">View all<span class="fas fa-angle-right ms-1" data-fa-transform="down-1"></span></a><a class="fw-semibold d-none" href="#!" data-list-view="less">View Less<span class="fas fa-angle-right ms-1" data-fa-transform="down-1"></span></a>
+            
           </div>
           <div class="d-flex" hx-boost="true" hx-push-url='false' hx-include=".make,.model,.year,.car_status" hx-target=".table-responsive" hx-select=".table-responsive" hx-swap="innerHTML" hx-indicator=".htmx-indicator"
             hx-on::before-request="on_before_request()"