update

inventory/admin.py

@@ -32,7 +32,7 @@ admin.site.register(models.VatRate)
 admin.site.register(models.Customer)
 admin.site.register(models.Opportunity)
 admin.site.register(models.Notification)
-admin.site.register(models.OpportunityLog)
+admin.site.register(models.Lead)
 
 @admin.register(models.CarMake)
 class CarMakeAdmin(admin.ModelAdmin):

inventory/forms.py

@@ -1,3 +1,4 @@
+from django_countries.widgets import CountrySelectWidget
 from phonenumber_field.formfields import PhoneNumberField
 from django.core.validators import MinLengthValidator
 from django.core.validators import RegexValidator
@@ -25,7 +26,7 @@ from .models import (
     SaleQuotationCar,
     AdditionalServices,
     Staff,
-    Opportunity, DealStatus, Priority, Sources,
+    Opportunity, Priority, Sources,
 )
 from django_ledger.models import ItemModel, InvoiceModel
 from django.forms import ModelMultipleChoiceField, ValidationError
@@ -61,21 +62,21 @@ class StaffForm(forms.ModelForm):
         model = Staff
         fields = ["name", "arabic_name", "phone_number", "staff_type"]
 
-    def __init__(self, *args, **kwargs):
+    # def __init__(self, *args, **kwargs):
-        user_instance = kwargs.get("instance")
+    #     user_instance = kwargs.get("instance")
-        if user_instance and user_instance.user:
+    #     if user_instance and user_instance.user:
-            initial = kwargs.setdefault("initial", {})
+    #         initial = kwargs.setdefault("initial", {})
-            initial["email"] = user_instance.user.email
+    #         initial["email"] = user_instance.user.email
-        super().__init__(*args, **kwargs)
+    #     super().__init__(*args, **kwargs)
-
+    #
-    def save(self, commit=True):
+    # def save(self, commit=True):
-        staff_instance = super().save(commit=False)
+    #     user_instance = super().save(commit=False)
-        user = staff_instance.user
+    #     user = user_instance.user
-        user.email = self.cleaned_data["email"]
+    #     user.email = self.cleaned_data["email"]
-        if commit:
+    #     if commit:
-            user.save()
+    #         user.save()
-            staff_instance.save()
+    #         user_instance.save()
-        return staff_instance
+    #     return user_instance
 
 
 # Dealer Form
@@ -105,7 +106,9 @@ class CustomerForm(forms.ModelForm, AddClassMixin):
             "national_id",
             "phone_number",
             "address",
+            "country"
         ]
+        widgets = {"country": CountrySelectWidget()}
 
 
 class CarForm(
@@ -559,6 +562,6 @@ class OpportunityForm(forms.ModelForm):
     class Meta:
         model = Opportunity
         fields = [
-            'car', 'deal_name', 'deal_value',
+            'car', 'customer', 'stage',
         ]
 

inventory/migrations/0006_remove_customer_is_lead_customer_dob_customer_gender_and_more.py

@@ -0,0 +1,59 @@
+# Generated by Django 5.1.4 on 2025-01-08 19:03
+
+import django.utils.timezone
+import django_countries.fields
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('inventory', '0005_alter_additionalservices_item'),
+    ]
+
+    operations = [
+        migrations.RemoveField(
+            model_name='customer',
+            name='is_lead',
+        ),
+        migrations.AddField(
+            model_name='customer',
+            name='dob',
+            field=models.DateField(default=django.utils.timezone.now, verbose_name='Date of Birth'),
+            preserve_default=False,
+        ),
+        migrations.AddField(
+            model_name='customer',
+            name='gender',
+            field=models.CharField(choices=[('m', 'Male'), ('f', 'Female')], default='m', max_length=1, verbose_name='Gender'),
+            preserve_default=False,
+        ),
+        migrations.AddField(
+            model_name='customer',
+            name='nationality',
+            field=django_countries.fields.CountryField(blank=True, max_length=2, verbose_name='Nationality'),
+        ),
+        migrations.AddField(
+            model_name='customer',
+            name='obligations',
+            field=models.PositiveIntegerField(default=1000, verbose_name='Obligations'),
+            preserve_default=False,
+        ),
+        migrations.AddField(
+            model_name='customer',
+            name='salary',
+            field=models.PositiveIntegerField(default=10000, verbose_name='Salary'),
+            preserve_default=False,
+        ),
+        migrations.AddField(
+            model_name='customer',
+            name='title',
+            field=models.CharField(choices=[('mr', 'Mr'), ('mrs', 'Mrs'), ('ms', 'Ms'), ('miss', 'Miss'), ('dr', 'Dr'), ('prof', 'Prof'), ('prince', 'Prince'), ('princess', 'Princess'), ('company', 'Company')], default='mr', max_length=10, verbose_name='Title'),
+            preserve_default=False,
+        ),
+        migrations.AddField(
+            model_name='customer',
+            name='updated',
+            field=models.DateTimeField(auto_now=True, verbose_name='Updated'),
+        ),
+    ]

inventory/migrations/0007_remove_customer_nationality_customer_country_and_more.py

@@ -0,0 +1,43 @@
+# Generated by Django 5.1.4 on 2025-01-09 05:46
+
+import django_countries.fields
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('inventory', '0006_remove_customer_is_lead_customer_dob_customer_gender_and_more'),
+    ]
+
+    operations = [
+        migrations.RemoveField(
+            model_name='customer',
+            name='nationality',
+        ),
+        migrations.AddField(
+            model_name='customer',
+            name='country',
+            field=django_countries.fields.CountryField(blank=True, max_length=2, verbose_name='Country'),
+        ),
+        migrations.AlterField(
+            model_name='customer',
+            name='title',
+            field=models.CharField(choices=[('mr', 'Mr'), ('mrs', 'Mrs'), ('ms', 'Ms'), ('miss', 'Miss'), ('dr', 'Dr'), ('prof', 'Prof'), ('prince', 'Prince'), ('princess', 'Princess'), ('company', 'Company'), ('na', 'N/A')], default='na', max_length=10, verbose_name='Title'),
+        ),
+        migrations.AlterField(
+            model_name='opportunity',
+            name='deal_status',
+            field=models.CharField(choices=[('new', 'New'), ('pending', 'Pending'), ('in_progress', 'In Progress'), ('canceled', 'Canceled'), ('lost', 'Lost'), ('won', 'Won')], default='new', max_length=20, verbose_name='Deal Status'),
+        ),
+        migrations.AlterField(
+            model_name='opportunitylog',
+            name='new_status',
+            field=models.CharField(blank=True, choices=[('new', 'New'), ('pending', 'Pending'), ('in_progress', 'In Progress'), ('canceled', 'Canceled'), ('lost', 'Lost'), ('won', 'Won')], max_length=50, null=True, verbose_name='New Status'),
+        ),
+        migrations.AlterField(
+            model_name='opportunitylog',
+            name='old_status',
+            field=models.CharField(blank=True, choices=[('new', 'New'), ('pending', 'Pending'), ('in_progress', 'In Progress'), ('canceled', 'Canceled'), ('lost', 'Lost'), ('won', 'Won')], max_length=50, null=True, verbose_name='Old Status'),
+        ),
+    ]

inventory/migrations/0008_alter_notes_options_alter_notification_options_and_more.py

@@ -0,0 +1,224 @@
+# Generated by Django 5.1.4 on 2025-01-09 09:19
+
+import django.db.models.deletion
+import django.utils.timezone
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('contenttypes', '0002_remove_content_type_name'),
+        ('inventory', '0007_remove_customer_nationality_customer_country_and_more'),
+    ]
+
+    operations = [
+        migrations.AlterModelOptions(
+            name='notes',
+            options={'verbose_name': 'Note', 'verbose_name_plural': 'Notes'},
+        ),
+        migrations.AlterModelOptions(
+            name='notification',
+            options={'ordering': ['-created'], 'verbose_name': 'Notification', 'verbose_name_plural': 'Notifications'},
+        ),
+        migrations.RemoveField(
+            model_name='customer',
+            name='obligations',
+        ),
+        migrations.RemoveField(
+            model_name='customer',
+            name='salary',
+        ),
+        migrations.RemoveField(
+            model_name='notes',
+            name='created_at',
+        ),
+        migrations.RemoveField(
+            model_name='notes',
+            name='opportunity',
+        ),
+        migrations.RemoveField(
+            model_name='notes',
+            name='updated_at',
+        ),
+        migrations.RemoveField(
+            model_name='notification',
+            name='created_at',
+        ),
+        migrations.RemoveField(
+            model_name='opportunity',
+            name='created_at',
+        ),
+        migrations.RemoveField(
+            model_name='opportunity',
+            name='created_by',
+        ),
+        migrations.RemoveField(
+            model_name='opportunity',
+            name='deal_name',
+        ),
+        migrations.RemoveField(
+            model_name='opportunity',
+            name='deal_status',
+        ),
+        migrations.RemoveField(
+            model_name='opportunity',
+            name='deal_value',
+        ),
+        migrations.RemoveField(
+            model_name='opportunity',
+            name='priority',
+        ),
+        migrations.RemoveField(
+            model_name='opportunity',
+            name='updated_at',
+        ),
+        migrations.RemoveField(
+            model_name='staff',
+            name='created_at',
+        ),
+        migrations.RemoveField(
+            model_name='staff',
+            name='updated_at',
+        ),
+        migrations.AddField(
+            model_name='notes',
+            name='content_type',
+            field=models.ForeignKey(default=1, on_delete=django.db.models.deletion.CASCADE, to='contenttypes.contenttype'),
+            preserve_default=False,
+        ),
+        migrations.AddField(
+            model_name='notes',
+            name='created',
+            field=models.DateTimeField(auto_now_add=True, default=django.utils.timezone.now, verbose_name='Created'),
+            preserve_default=False,
+        ),
+        migrations.AddField(
+            model_name='notes',
+            name='object_id',
+            field=models.PositiveIntegerField(default=1),
+            preserve_default=False,
+        ),
+        migrations.AddField(
+            model_name='notes',
+            name='updated',
+            field=models.DateTimeField(auto_now=True, verbose_name='Updated'),
+        ),
+        migrations.AddField(
+            model_name='notification',
+            name='created',
+            field=models.DateTimeField(auto_now_add=True, default=django.utils.timezone.now, verbose_name='Created'),
+            preserve_default=False,
+        ),
+        migrations.AddField(
+            model_name='opportunity',
+            name='created',
+            field=models.DateTimeField(auto_now_add=True, default=django.utils.timezone.now, verbose_name='Created'),
+            preserve_default=False,
+        ),
+        migrations.AddField(
+            model_name='opportunity',
+            name='dealer',
+            field=models.ForeignKey(default=1, on_delete=django.db.models.deletion.CASCADE, related_name='opportunities', to='inventory.dealer'),
+            preserve_default=False,
+        ),
+        migrations.AddField(
+            model_name='opportunity',
+            name='staff',
+            field=models.ForeignKey(null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='owner', to='inventory.staff', verbose_name='Owner'),
+        ),
+        migrations.AddField(
+            model_name='opportunity',
+            name='stage',
+            field=models.CharField(choices=[('prospect', 'Prospect'), ('proposal', 'Proposal'), ('negotiation', 'Negotiation'), ('closed_won', 'Closed Won'), ('closed_lost', 'Closed Lost')], default='prospect', max_length=20, verbose_name='Stage'),
+            preserve_default=False,
+        ),
+        migrations.AddField(
+            model_name='opportunity',
+            name='updated',
+            field=models.DateTimeField(auto_now=True, verbose_name='Updated'),
+        ),
+        migrations.AddField(
+            model_name='staff',
+            name='created',
+            field=models.DateTimeField(auto_now_add=True, default=django.utils.timezone.now, verbose_name='Created'),
+            preserve_default=False,
+        ),
+        migrations.AddField(
+            model_name='staff',
+            name='updated',
+            field=models.DateTimeField(auto_now=True, verbose_name='Updated'),
+        ),
+        migrations.AlterField(
+            model_name='notes',
+            name='created_by',
+            field=models.ForeignKey(on_delete=django.db.models.deletion.DO_NOTHING, related_name='notes_created', to='inventory.staff'),
+        ),
+        migrations.CreateModel(
+            name='Activity',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('object_id', models.PositiveIntegerField()),
+                ('activity_type', models.CharField(choices=[('call', 'Call'), ('sms', 'SMS'), ('email', 'Email'), ('whatsapp', 'WhatsApp'), ('visit', 'Visit'), ('add_car', 'Add Car'), ('reserve_car', 'Reserve Car'), ('remove_car', 'Remove Car'), ('create_quotation', 'Create Quotation'), ('cancel_quotation', 'Cancel Quotation'), ('create_order', 'Create Order'), ('cancel_order', 'Cancel Order'), ('create_invoice', 'Create Invoice'), ('cancel_invoice', 'Cancel Invoice')], max_length=50, verbose_name='Activity Type')),
+                ('notes', models.TextField(blank=True, null=True, verbose_name='Notes')),
+                ('created', models.DateTimeField(auto_now_add=True, verbose_name='Created')),
+                ('updated', models.DateTimeField(auto_now=True, verbose_name='Updated')),
+                ('content_type', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to='contenttypes.contenttype')),
+                ('created_by', models.ForeignKey(on_delete=django.db.models.deletion.DO_NOTHING, related_name='activities_created', to='inventory.staff')),
+            ],
+            options={
+                'verbose_name': 'Activity',
+                'verbose_name_plural': 'Activities',
+            },
+        ),
+        migrations.CreateModel(
+            name='Lead',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('title', models.CharField(choices=[('mr', 'Mr'), ('mrs', 'Mrs'), ('ms', 'Ms'), ('miss', 'Miss'), ('dr', 'Dr'), ('prof', 'Prof'), ('prince', 'Prince'), ('princess', 'Princess'), ('company', 'Company'), ('na', 'N/A')], max_length=20, verbose_name='Title')),
+                ('first_name', models.CharField(max_length=50, verbose_name='First Name')),
+                ('last_name', models.CharField(max_length=50, verbose_name='Last Name')),
+                ('email', models.EmailField(db_index=True, max_length=254, unique=True, verbose_name='Email')),
+                ('salary', models.PositiveIntegerField(blank=True, null=True, verbose_name='Salary')),
+                ('obligations', models.PositiveIntegerField(blank=True, null=True, verbose_name='Obligations')),
+                ('year', models.PositiveSmallIntegerField(blank=True, null=True, verbose_name='Year')),
+                ('source', models.CharField(choices=[('referrals', 'Referrals'), ('whatsapp', 'WhatsApp'), ('showroom', 'Showroom'), ('tiktok', 'TikTok'), ('instagram', 'Instagram'), ('x', 'X'), ('facebook', 'Facebook'), ('motory', 'Motory'), ('influencers', 'Influencers'), ('youtube', 'Youtube'), ('campaign', 'Campaign')], max_length=50, verbose_name='Source')),
+                ('channel', models.CharField(choices=[('walk_in', 'Walk In'), ('toll_free', 'Toll Free'), ('website', 'Website'), ('email', 'Email'), ('form', 'Form')], max_length=50, verbose_name='Channel')),
+                ('priority', models.CharField(choices=[('low', 'Low'), ('medium', 'Medium'), ('high', 'High')], default='low', max_length=10, verbose_name='Priority')),
+                ('status', models.CharField(choices=[('new', 'New'), ('pending', 'Pending'), ('assigned', 'Assigned'), ('in_progress', 'In Progress'), ('contacted', 'Contacted'), ('qualified', 'Qualified'), ('canceled', 'Canceled')], db_index=True, max_length=50, verbose_name='Status')),
+                ('created', models.DateTimeField(auto_now_add=True, db_index=True, verbose_name='Created')),
+                ('updated', models.DateTimeField(auto_now=True, verbose_name='Updated')),
+                ('assigned', models.ForeignKey(null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='assigned', to='inventory.staff', verbose_name='Assigned')),
+                ('dealer', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='leads', to='inventory.dealer')),
+                ('id_car_make', models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.DO_NOTHING, to='inventory.carmake', verbose_name='Make')),
+                ('id_car_model', models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.DO_NOTHING, to='inventory.carmodel', verbose_name='Model')),
+            ],
+            options={
+                'verbose_name': 'Lead',
+                'verbose_name_plural': 'Leads',
+            },
+        ),
+        migrations.AddField(
+            model_name='customer',
+            name='lead',
+            field=models.OneToOneField(blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='converted', to='inventory.lead', verbose_name='Lead'),
+        ),
+        migrations.CreateModel(
+            name='LeadStatusHistory',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('old_status', models.CharField(choices=[('new', 'New'), ('pending', 'Pending'), ('assigned', 'Assigned'), ('in_progress', 'In Progress'), ('contacted', 'Contacted'), ('qualified', 'Qualified'), ('canceled', 'Canceled')], max_length=50, verbose_name='Old Status')),
+                ('new_status', models.CharField(choices=[('new', 'New'), ('pending', 'Pending'), ('assigned', 'Assigned'), ('in_progress', 'In Progress'), ('contacted', 'Contacted'), ('qualified', 'Qualified'), ('canceled', 'Canceled')], max_length=50, verbose_name='New Status')),
+                ('changed_at', models.DateTimeField(auto_now_add=True, verbose_name='Changed At')),
+                ('changed_by', models.ForeignKey(on_delete=django.db.models.deletion.DO_NOTHING, related_name='status_changes', to='inventory.staff')),
+                ('lead', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='status_history', to='inventory.lead')),
+            ],
+            options={
+                'verbose_name': 'Lead Status History',
+                'verbose_name_plural': 'Lead Status Histories',
+            },
+        ),
+        migrations.DeleteModel(
+            name='OpportunityLog',
+        ),
+    ]

inventory/migrations/0009_alter_staff_managers.py

@@ -0,0 +1,20 @@
+# Generated by Django 5.1.4 on 2025-01-09 09:57
+
+import inventory.models
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('inventory', '0008_alter_notes_options_alter_notification_options_and_more'),
+    ]
+
+    operations = [
+        migrations.AlterModelManagers(
+            name='staff',
+            managers=[
+                ('objects', inventory.models.StaffUserManager()),
+            ],
+        ),
+    ]

inventory/models.py

@@ -23,21 +23,32 @@ from django.db.models import Sum
 from decimal import Decimal, InvalidOperation
 from django.core.exceptions import ValidationError
 from phonenumber_field.modelfields import PhoneNumberField
-from django.contrib.contenttypes.models import ContentType
 from django.utils.timezone import now
+from sqlalchemy.orm.base import object_state
+
 from .utilities.financials import get_financial_value, get_total, get_total_financials
 from django.db.models import FloatField
 from .mixins import LocalizedNameMixin
 from django_ledger.models import EntityModel,ItemModel
+from django_countries.fields import CountryField
+from django.contrib.contenttypes.fields import GenericForeignKey
+from django.contrib.contenttypes.models import ContentType
 
 
 class DealerUserManager(UserManager):
     def create_user_with_dealer(self, email, password, dealer_name, arabic_name, crn, vrn, address, **extra_fields):
-        user = self.create_user(email=email, password=password, **extra_fields)
+        user = self.create_user(username=email, email=email, password=password, **extra_fields)
         Dealer.objects.create(user=user, name=dealer_name,arabic_name=arabic_name, crn=crn, vrn=vrn, address=address, **extra_fields)
-
         return user
 
+
+class StaffUserManager(UserManager):
+    def create_user_with_staff(self, email, password, name, arabic_name, phone_number, staff_type, **extra_fields):
+        user = self.create_user(username=email, email=email, password=password, **extra_fields)
+        Staff.objects.create(user=user, name=name, arabic_name=arabic_name, phone_number=phone_number, staff_type=staff_type, **extra_fields)
+        return user
+
+
 class UnitOfMeasure(models.TextChoices):
         EACH = 'EA', 'Each'
         PAIR = 'PR', 'Pair'
@@ -54,6 +65,8 @@ class UnitOfMeasure(models.TextChoices):
         SQUARE_METER = 'SQ_M', 'Square Meter'
         PIECE = 'PC', 'Piece'
         BUNDLE = 'BDL', 'Bundle'
+
+
 class VatRate(models.Model):
     rate = models.DecimalField(max_digits=5, decimal_places=2, default=Decimal('0.15'))
     is_active = models.BooleanField(default=True)
@@ -62,6 +75,7 @@ class VatRate(models.Model):
     def __str__(self):
         return f"Rate: {self.rate}%"
 
+
 class CarMake(models.Model, LocalizedNameMixin):
     id_car_make = models.AutoField(primary_key=True)
     name = models.CharField(max_length=255, blank=True, null=True)
@@ -382,6 +396,7 @@ class CarFinance(models.Model):
         verbose_name = _("Car Financial Details")
         verbose_name_plural = _("Car Financial Details")
 
+
 class ExteriorColors(models.Model, LocalizedNameMixin):
     name = models.CharField(max_length=255, verbose_name=_("Name"))
     arabic_name = models.CharField(max_length=255, verbose_name=_("Arabic Name"))
@@ -545,7 +560,6 @@ class Subscription(models.Model):
         return self.users.count()
 
 
-
 class SubscriptionUser(models.Model):
     subscription = models.ForeignKey(Subscription, on_delete=models.CASCADE)
     user = models.ForeignKey(User, on_delete=models.CASCADE)
@@ -679,8 +693,10 @@ class Staff(models.Model, LocalizedNameMixin):
     arabic_name = models.CharField(max_length=255, verbose_name=_("Arabic Name"))
     phone_number = PhoneNumberField(region="SA", verbose_name=_("Phone Number"))
     staff_type = models.CharField(choices=StaffTypes.choices, max_length=255, verbose_name=_("Staff Type"))
-    created_at = models.DateTimeField(auto_now_add=True, verbose_name=_("Created At"))
+    created = models.DateTimeField(auto_now_add=True, verbose_name=_("Created"))
-    updated_at = models.DateTimeField(auto_now=True, verbose_name=_("Updated At"))
+    updated = models.DateTimeField(auto_now=True, verbose_name=_("Updated"))
+
+    objects = StaffUserManager()
 
     class Meta:
         verbose_name = _("Staff")
@@ -691,33 +707,10 @@ class Staff(models.Model, LocalizedNameMixin):
         return f"{self.name} - {self.get_staff_type_display()}"
 
 
-class ActionChoices(models.TextChoices):
-    CREATE = "create", _("Create")
-    UPDATE = "update", _("Update")
-    DELETE = "delete", _("Delete")
-    STATUS_CHANGE = "status_change", _("Status Change")
-
-
-class DealStatus(models.TextChoices):
-    NEW = "new", _("New")
-    PENDING = "pending", _("Pending")
-    CANCELED = "canceled", _("Canceled")
-    COMPLETED = "completed", _("Completed")
-
-
-class Priority(models.TextChoices):
-    LOW = "low", _("Low")
-    MEDIUM = "medium", _("Medium")
-    HIGH = "high", _("High")
-
-
 class Sources(models.TextChoices):
     REFERRALS = "referrals", _("Referrals")
-    WALK_IN = "walk_in", _("Walk In")
-    TOLL_FREE = "toll_free", _("Toll Free")
     WHATSAPP = "whatsapp", _("WhatsApp")
     SHOWROOM = "showroom", _("Showroom")
-    WEBSITE = "website", _("Website")
     TIKTOK = "tiktok", _("TikTok")
     INSTAGRAM = "instagram", _("Instagram")
     X = "x", _("X")
@@ -725,78 +718,125 @@ class Sources(models.TextChoices):
     MOTORY = "motory", _("Motory")
     INFLUENCERS = "influencers", _("Influencers")
     YOUTUBE = "youtube", _("Youtube")
-    EMAIL = "email", _("Email")
+    CAMPAIGN = "campaign", _("Campaign")
 
-class ContactStatus(models.TextChoices):
+class Channel(models.TextChoices):
+    WALK_IN = "walk_in", _("Walk In")
+    TOLL_FREE = "toll_free", _("Toll Free")
+    WEBSITE = "website", _("Website")
+    EMAIL = "email", _("Email")
+    FORM = "form", _("Form")
+
+
+class Status(models.TextChoices):
     NEW = "new", _("New")
     PENDING = "pending", _("Pending")
     ASSIGNED = "assigned", _("Assigned")
+    IN_PROGRESS = "in_progress", _("In Progress")
     CONTACTED = "contacted", _("Contacted")
-    ACCEPTED = "accepted", _("Accepted")
     QUALIFIED = "qualified", _("Qualified")
     CANCELED = "canceled", _("Canceled")
 
+class Title(models.TextChoices):
+    MR = "mr", _("Mr")
+    MRS = "mrs", _("Mrs")
+    MS = "ms", _("Ms")
+    MISS = "miss", _("Miss")
+    DR = "dr", _("Dr")
+    PROF = "prof", _("Prof")
+    PRINCE = "prince", _("Prince")
+    PRINCESS = "princess", _("Princess")
+    COMPANY = "company", _("Company")
+    NA = "na", _("N/A")
 
-# class Contact(models.Model):
+class ActionChoices(models.TextChoices):
-#     AGE_RANGES = (
+    CALL = "call", _("Call")
-#         ('18-30', '18 - 30'),
+    SMS = "sms", _("SMS")
-#         ('31-40', '31 - 40'),
+    EMAIL = "email", _("Email")
-#         ('41-50', '41 - 50'),
+    WHATSAPP = "whatsapp", _("WhatsApp")
-#         ('51-60', '51 - 60'),
+    VISIT = "visit", _("Visit")
-#         ('61-70', '61 - 70'),
+    ADD_CAR = "add_car", _("Add Car")
-#         ('71-80', '71 - 80'),
+    RESERVE_CAR = "reserve_car", _("Reserve Car")
-#         ('81-90', '81 - 90'),
+    REMOVE_CAR = "remove_car", _("Remove Car")
-#     )
+    CREATE_QUOTATION = "create_quotation", _("Create Quotation")
-#
+    CANCEL_QUOTATION = "cancel_quotation", _("Cancel Quotation")
-#     dealer = models.ForeignKey(Dealer, on_delete=models.CASCADE, related_name="contacts")
+    CREATE_ORDER = "create_order", _("Create Order")
-#     first_name = models.CharField(max_length=50, verbose_name=_("First Name"))
+    CANCEL_ORDER = "cancel_order", _("Cancel Order")
-#     last_name = models.CharField(max_length=50, verbose_name=_("Last Name"))
+    CREATE_INVOICE = "create_invoice", _("Create Invoice")
-#     age = models.CharField(choices=AGE_RANGES, max_length=20, verbose_name=_("Age"))
+    CANCEL_INVOICE = "cancel_invoice", _("Cancel Invoice")
-#     gender = models.CharField(choices=[('m', _('Male')), ('f', _('Female'))], max_length=1, verbose_name=_("Gender"))
-#     phone_number = PhoneNumberField(region="SA", verbose_name=_("Phone Number"))
-#     email = models.EmailField(verbose_name=_("Email"))
-#     id_car_make = models.ForeignKey(CarMake, on_delete=models.DO_NOTHING, verbose_name=_("Make"))
-#     id_car_model = models.ForeignKey(CarModel, on_delete=models.DO_NOTHING, verbose_name=_("Model"))
-#     year = models.PositiveSmallIntegerField(verbose_name=_("Year"))
-#     status = models.CharField(choices=ContactStatus.choices, max_length=255, verbose_name=_("Status"), default=ContactStatus.NEW)
-#     created_at = models.DateTimeField(auto_now_add=True, verbose_name=_("Created At"))
-#     updated_at = models.DateTimeField(auto_now=True, verbose_name=_("Updated At"))
-#     enquiry_type = models.CharField(choices=[("quotation", _("Quote")),("testdrive", _("Test drive"))], max_length=50, verbose_name=_("Enquiry Type"))
-#     purchase_method = models.CharField(choices=[("c", _("Cash")),("f", _("Finance"))], max_length=1, verbose_name=_("Purchase Method"))
-#     source = models.CharField(max_length=100, choices=Sources.choices, verbose_name=_("Source"))
-#     salary = models.PositiveIntegerField(verbose_name=_("Salary"))
-#     obligations = models.PositiveIntegerField(verbose_name=_("Obligations"))
-#
-#     class Meta:
-#         verbose_name = _("Contact")
-#         verbose_name_plural = _("Contacts")
-#
-#     def __str__(self):
-#         return self.first_name + " " + self.last_name
 
+class Stage(models.TextChoices):
+    PROSPECT = "prospect", _("Prospect")
+    PROPOSAL = "proposal", _("Proposal")
+    NEGOTIATION = "negotiation", _("Negotiation")
+    CLOSED_WON = "closed_won", _("Closed Won")
+    CLOSED_LOST = "closed_lost", _("Closed Lost")
+
+class Priority(models.TextChoices):
+    LOW = "low", _("Low")
+    MEDIUM = "medium", _("Medium")
+    HIGH = "high", _("High")
+
+class Lead(models.Model):
+    dealer = models.ForeignKey(Dealer, on_delete=models.CASCADE, related_name="leads")
+    title = models.CharField(max_length=20, choices=Title.choices, verbose_name=_("Title"))
+    first_name = models.CharField(max_length=50, verbose_name=_("First Name"))
+    last_name = models.CharField(max_length=50, verbose_name=_("Last Name"))
+    email = models.EmailField(unique=True, verbose_name=_("Email"), db_index=True)
+    salary = models.PositiveIntegerField(blank=True, null=True, verbose_name=_("Salary"))
+    obligations = models.PositiveIntegerField(blank=True, null=True, verbose_name=_("Obligations"))
+    id_car_make = models.ForeignKey(CarMake, on_delete=models.DO_NOTHING, blank=True, null=True, verbose_name=_("Make"))
+    id_car_model = models.ForeignKey(CarModel, on_delete=models.DO_NOTHING, blank=True, null=True, verbose_name=_("Model"))
+    year = models.PositiveSmallIntegerField(verbose_name=_("Year"), blank=True, null=True)
+    source = models.CharField(max_length=50, choices=Sources.choices, verbose_name=_("Source"))
+    channel = models.CharField(max_length=50, choices=Channel.choices, verbose_name=_("Channel"))
+    assigned = models.ForeignKey(Staff, on_delete=models.SET_NULL, null=True, related_name="assigned", verbose_name=_("Assigned"))
+    priority = models.CharField(max_length=10, choices=Priority.choices, default=Priority.LOW,
+                                verbose_name=_("Priority"))
+    status = models.CharField(max_length=50, choices=Status.choices, verbose_name=_("Status"), db_index=True)
+    created = models.DateTimeField(auto_now_add=True, verbose_name=_("Created"), db_index=True)
+    updated = models.DateTimeField(auto_now=True, verbose_name=_("Updated"))
+
+    class Meta:
+        verbose_name = _("Lead")
+        verbose_name_plural = _("Leads")
+
+    def __str__(self):
+        return f"{self.first_name} {self.last_name}"
+
+
+class LeadStatusHistory(models.Model):
+    lead = models.ForeignKey(Lead, on_delete=models.CASCADE, related_name="status_history")
+    old_status = models.CharField(max_length=50, choices=Status.choices, verbose_name=_("Old Status"))
+    new_status = models.CharField(max_length=50, choices=Status.choices, verbose_name=_("New Status"))
+    changed_by = models.ForeignKey(Staff, on_delete=models.DO_NOTHING, related_name="status_changes")
+    changed_at = models.DateTimeField(auto_now_add=True, verbose_name=_("Changed At"))
+
+    class Meta:
+        verbose_name = _("Lead Status History")
+        verbose_name_plural = _("Lead Status Histories")
+
+    def __str__(self):
+        return f"{self.lead}: {self.old_status} → {self.new_status}"
 
 
 class Customer(models.Model):
-    dealer = models.ForeignKey(Dealer,
+    lead = models.OneToOneField(Lead, on_delete=models.SET_NULL, null=True, blank=True,
-                               on_delete=models.CASCADE,
+                                related_name="converted", verbose_name=_("Lead"))
-                               related_name="customers")
+    dealer = models.ForeignKey(Dealer, on_delete=models.CASCADE,related_name="customers")
+    title = models.CharField(choices=Title.choices, default=Title.NA, max_length=10, verbose_name=_("Title"))
     first_name = models.CharField(max_length=50, verbose_name=_("First Name"))
-    middle_name = models.CharField(
+    middle_name = models.CharField(max_length=50, blank=True, null=True, verbose_name=_("Middle Name"))
-        max_length=50, blank=True, null=True, verbose_name=_("Middle Name")
-    )
     last_name = models.CharField(max_length=50, verbose_name=_("Last Name"))
+    gender = models.CharField(choices=[('m', _('Male')), ('f', _('Female'))], max_length=1, verbose_name=_("Gender"))
+    dob = models.DateField(verbose_name=_("Date of Birth"))
     email = models.EmailField(unique=True, verbose_name=_("Email"))
-    national_id = models.CharField(
+    national_id = models.CharField(max_length=10, unique=True, verbose_name=_("National ID"))
-        max_length=10, unique=True, verbose_name=_("National ID")
+    country = CountryField(blank=True, verbose_name=_("Country"))
-    )
+    phone_number = PhoneNumberField(region="SA", unique=True, verbose_name=_("Phone Number"))
-    phone_number = PhoneNumberField(
+    address = models.CharField(max_length=200, blank=True, null=True, verbose_name=_("Address"))
-        region="SA", unique=True, verbose_name=_("Phone Number")
-    )
-    address = models.CharField(
-        max_length=200, blank=True, null=True, verbose_name=_("Address")
-    )
     created = models.DateTimeField(auto_now_add=True, verbose_name=_("Created"))
-    is_lead = models.BooleanField(default=False, verbose_name=_("Is Lead"))
+    updated = models.DateTimeField(auto_now=True, verbose_name=_("Updated"))
 
     class Meta:
         verbose_name = _("Customer")
@@ -812,65 +852,67 @@ class Customer(models.Model):
 
 
 class Opportunity(models.Model):
+    dealer = models.ForeignKey(Dealer, on_delete=models.CASCADE, related_name="opportunities")
     customer = models.ForeignKey(Customer, on_delete=models.CASCADE, related_name="opportunities")
     car = models.ForeignKey(Car, on_delete=models.SET_NULL, null=True, blank=True, verbose_name=_("Car"))
-    deal_name = models.CharField(max_length=255, verbose_name=_("Deal Name"))
+    stage = models.CharField(max_length=20, choices=Stage.choices, verbose_name=_("Stage"))
-    deal_value = models.DecimalField(max_digits=10, decimal_places=2, verbose_name=_("Deal Value"))
+    staff = models.ForeignKey(Staff, on_delete=models.SET_NULL, null=True, related_name="owner", verbose_name=_("Owner"))
-    deal_status = models.CharField(max_length=20, choices=DealStatus.choices, default=DealStatus.NEW, verbose_name=_("Deal Status"))
+    created = models.DateTimeField(auto_now_add=True, verbose_name=_("Created"))
-    priority = models.CharField(max_length=10, choices=Priority.choices, default=Priority.LOW, verbose_name=_("Priority"))
+    updated = models.DateTimeField(auto_now=True, verbose_name=_("Updated"))
-    created_by = models.ForeignKey(Staff, on_delete=models.SET_NULL, null=True, related_name="deals_created")
-    created_at = models.DateTimeField(auto_now_add=True, verbose_name=_("Created At"))
-    updated_at = models.DateTimeField(auto_now=True, verbose_name=_("Updated At"))
-
 
     class Meta:
         verbose_name = _("Opportunity")
         verbose_name_plural = _("Opportunities")
 
     def __str__(self):
-        return f"{self.deal_name} - {self.customer.get_full_name}"
+        return f"{self.car.id_car_make.name} - {self.car.id_car_model.name} : {self.customer.get_full_name}"
 
 
 class Notes(models.Model):
-    opportunity = models.ForeignKey(Opportunity, on_delete=models.CASCADE, related_name="notes")
+    content_type = models.ForeignKey(ContentType, on_delete=models.CASCADE)
+    object_id = models.PositiveIntegerField()
+    content_object = GenericForeignKey('content_type', 'object_id')
     note = models.TextField(verbose_name=_("Note"))
-    created_by = models.ForeignKey(User, on_delete=models.DO_NOTHING, related_name="notes_created")
+    created_by = models.ForeignKey(Staff, on_delete=models.DO_NOTHING, related_name="notes_created")
-    created_at = models.DateTimeField(auto_now_add=True, verbose_name=_("Created At"))
+    created = models.DateTimeField(auto_now_add=True, verbose_name=_("Created"))
-    updated_at = models.DateTimeField(auto_now=True, verbose_name=_("Updated At"))
+    updated = models.DateTimeField(auto_now=True, verbose_name=_("Updated"))
 
     class Meta:
-        verbose_name = _("Notes")
+        verbose_name = _("Note")
         verbose_name_plural = _("Notes")
 
+    def __str__(self):
+        return f"Note by {self.created_by.name} on {self.content_object}"
 
-class OpportunityLog(models.Model):
+
-    opportunity = models.ForeignKey(Opportunity, on_delete=models.CASCADE, related_name="logs")
+class Activity(models.Model):
-    action = models.CharField(max_length=50, choices=ActionChoices.choices, verbose_name=_("Action"))
+    content_type = models.ForeignKey(ContentType, on_delete=models.CASCADE)
-    staff = models.ForeignKey(Staff, on_delete=models.SET_NULL, null=True, verbose_name=_("Staff"))
+    object_id = models.PositiveIntegerField()
-    old_status = models.CharField(max_length=50, choices=DealStatus.choices, null=True, blank=True, verbose_name=_("Old Status"))
+    content_object = GenericForeignKey('content_type', 'object_id')
-    new_status = models.CharField(max_length=50, choices=DealStatus.choices, null=True, blank=True, verbose_name=_("New Status"))
+    activity_type = models.CharField(max_length=50, choices=ActionChoices.choices, verbose_name=_("Activity Type"))
-    details = models.TextField(blank=True, null=True, verbose_name=_("Details"))
+    notes = models.TextField(blank=True, null=True, verbose_name=_("Notes"))
-    created_at = models.DateTimeField(auto_now_add=True, verbose_name=_("Created At"))
+    created_by = models.ForeignKey(Staff, on_delete=models.DO_NOTHING, related_name="activities_created")
+    created = models.DateTimeField(auto_now_add=True, verbose_name=_("Created"))
+    updated = models.DateTimeField(auto_now=True, verbose_name=_("Updated"))
 
     class Meta:
-        verbose_name = _("Log")
+        verbose_name = _("Activity")
-        verbose_name_plural = _("Logs")
+        verbose_name_plural = _("Activities")
-        ordering = ['-created_at']
 
     def __str__(self):
-        return f"{self.get_action_display()} by {self.user} on {self.opportunity.deal_name}"
+        return f"{self.get_activity_type_display()} by {self.created_by.name} on {self.content_object}"
 
 
 class Notification(models.Model):
     user = models.ForeignKey(User, on_delete=models.CASCADE, related_name="notifications")
     message = models.CharField(max_length=255, verbose_name=_("Message"))
     is_read = models.BooleanField(default=False, verbose_name=_("Is Read"))
-    created_at = models.DateTimeField(auto_now_add=True, verbose_name=_("Created At"))
+    created = models.DateTimeField(auto_now_add=True, verbose_name=_("Created"))
 
     class Meta:
         verbose_name = _("Notification")
         verbose_name_plural = _("Notifications")
-        ordering = ['-created_at']
+        ordering = ['-created']
 
     def __str__(self):
         return self.message

inventory/signals.py

@@ -12,7 +12,6 @@ from django_ledger.models import (
     VendorModel,
 )
 from . import models
-from .models import OpportunityLog
 
 User = get_user_model()
 
@@ -349,47 +348,47 @@ def update_item_model_cost(sender, instance, created, **kwargs):
 
 
 @receiver(post_save, sender=models.Opportunity)
-def notify_staff_on_deal_status_change(sender, instance, **kwargs):
+def notify_staff_on_deal_stage_change(sender, instance, **kwargs):
     if instance.pk:
         previous = models.Opportunity.objects.get(pk=instance.pk)
-        if previous.deal_status != instance.deal_status:
+        if previous.stage != instance.deal_status:
-            message = f"Deal '{instance.deal_name}' status changed from {previous.deal_status} to {instance.deal_status}."
+            message = f"Deal '{instance.deal_name}' status changed from {previous.stage} to {instance.stage}."
             models.Notification.objects.create(
                 staff=instance.created_by, message=message
             )
 
 
-@receiver(post_save, sender=models.Opportunity)
+# @receiver(post_save, sender=models.Opportunity)
-def log_opportunity_creation(sender, instance, created, **kwargs):
+# def log_opportunity_creation(sender, instance, created, **kwargs):
-    if created:
+#     if created:
-        models.OpportunityLog.objects.create(
+#         models.OpportunityLog.objects.create(
-            opportunity=instance,
+#             opportunity=instance,
-            action="create",
+#             action="create",
-            user=instance.created_by,
+#             user=instance.created_by,
-            details=f"Opportunity '{instance.deal_name}' was created.",
+#             details=f"Opportunity '{instance.deal_name}' was created.",
-        )
+#         )
 
 
-@receiver(pre_save, sender=models.Opportunity)
+# @receiver(pre_save, sender=models.Opportunity)
-def log_opportunity_update(sender, instance, **kwargs):
+# def log_opportunity_update(sender, instance, **kwargs):
-    if instance.pk:
+#     if instance.pk:
-        previous = models.Opportunity.objects.get(pk=instance.pk)
+#         previous = models.Opportunity.objects.get(pk=instance.pk)
-        if previous.deal_status != instance.deal_status:
+#         if previous.stage != instance.deal_status:
-            models.OpportunityLog.objects.create(
+#             models.OpportunityLog.objects.create(
-                opportunity=instance,
+#                 opportunity=instance,
-                action="status_change",
+#                 action="status_change",
-                user=instance.created_by,
+#                 user=instance.created_by,
-                old_status=previous.deal_status,
+#                 old_status=previous.deal_status,
-                new_status=instance.deal_status,
+#                 new_status=instance.deal_status,
-                details=f"Status changed from {previous.deal_status} to {instance.deal_status}.",
+#                 details=f"Status changed from {previous.deal_status} to {instance.deal_status}.",
-            )
+#             )
-        else:
+#         else:
-            models.OpportunityLog.objects.create(
+#             models.OpportunityLog.objects.create(
-                opportunity=instance,
+#                 opportunity=instance,
-                action="update",
+#                 action="update",
-                user=instance.created_by,
+#                 user=instance.created_by,
-                details=f"Opportunity '{instance.deal_name}' was updated.",
+#                 details=f"Opportunity '{instance.deal_name}' was updated.",
-            )
+#             )
 
 
 @receiver(post_save, sender=models.AdditionalServices)

inventory/urls.py

@@ -49,7 +49,7 @@ urlpatterns = [
     path('crm/opportunities/<int:pk>/edit/', views.OpportunityUpdateView.as_view(), name='update_opportunity'),
     path('crm/opportunities/', views.OpportunityListView.as_view(), name='opportunity_list'),
     path('crm/opportunities/<int:pk>/delete/', views.delete_opportunity, name='delete_opportunity'),
-    path('crm/opportunities/<int:pk>/logs/', views.OpportunityLogsView.as_view(), name='opportunity_logs'),
+    # path('crm/opportunities/<int:pk>/logs/', views.OpportunityLogsView.as_view(), name='opportunity_logs'),
     path('crm/notifications/', views.NotificationListView.as_view(), name='notifications_history'),
     path('crm/fetch_notifications/', views.fetch_notifications, name='fetch_notifications'),
     path('crm/notifications/<int:pk>/mark_as_read/', views.mark_notification_as_read, name='mark_notification_as_read'),

inventory/views.py

@@ -752,7 +752,7 @@ class CustomerListView(LoginRequiredMixin, ListView):
         query = self.request.GET.get("q")
         dealer = get_user_type(self.request)
 
-        customers = models.Customer.objects.filter(dealer=dealer, is_lead=False)
+        customers = models.Customer.objects.filter(dealer=dealer)
 
         if query:
             customers = customers.filter(
@@ -1269,7 +1269,8 @@ class UserCreateView(
     success_message = _("User created successfully.")
 
     def form_valid(self, form):
-        form.instance.dealer = self.request.user.dealer
+        dealer = get_user_type(self.request)
+        form.instance.dealer = dealer
         email = form.cleaned_data["email"]
         password = "Tenhal@123"
         user = User.objects.create_user(username=email, email=email, password=password)
@@ -2472,21 +2473,21 @@ def delete_opportunity(request, pk):
     return redirect("opportunity_list")
 
 
-class OpportunityLogsView(LoginRequiredMixin, ListView):
+# class OpportunityLogsView(LoginRequiredMixin, ListView):
-    model = models.OpportunityLog
+#     model = models.OpportunityLog
-    template_name = "crm/opportunity_logs.html"
+#     template_name = "crm/opportunity_logs.html"
-    context_object_name = "logs"
+#     context_object_name = "logs"
-
+#
-    def get_queryset(self):
+#     def get_queryset(self):
-        opportunity_id = self.kwargs["pk"]
+#         opportunity_id = self.kwargs["pk"]
-        return models.OpportunityLog.objects.filter(
+#         return models.OpportunityLog.objects.filter(
-            opportunity_id=opportunity_id
+#             opportunity_id=opportunity_id
-        ).order_by("-created_at")
+#         ).order_by("-created_at")
-
+#
-    def get_context_data(self, **kwargs):
+#     def get_context_data(self, **kwargs):
-        context = super().get_context_data(**kwargs)
+#         context = super().get_context_data(**kwargs)
-        context["opportunity"] = models.Opportunity.objects.get(pk=self.kwargs["pk"])
+#         context["opportunity"] = models.Opportunity.objects.get(pk=self.kwargs["pk"])
-        return context
+#         return context
 
 
 class NotificationListView(LoginRequiredMixin, ListView):

requirements.txt

@@ -36,6 +36,7 @@ django-autoslug==1.9.9
 django-bootstrap5==24.3
 django-classy-tags==4.1.0
 django-cors-headers==4.6.0
+django-countries==7.6.1
 django-crispy-forms==2.3
 django-debug-toolbar==4.4.6
 django-extensions==3.2.3