update

inventory/management/commands/set_custom_permissions.py

@@ -1,16 +1,16 @@
-from inventory import models
+from inventory.models import Lead,Car
 from django.contrib.auth.models import Permission
 from django.core.management.base import BaseCommand
 from django.contrib.contenttypes.models import ContentType
 from django_ledger.models import EstimateModel,BillModel,AccountModel,LedgerModel
 
-
 class Command(BaseCommand):
     def handle(self, *args, **kwargs):
-        Permission.objects.get_or_create(name="Can view crm",codename="can_view_crm",content_type=ContentType.objects.get_for_model(models.Lead))
+        Permission.objects.get_or_create(name="Can view crm",codename="can_view_crm",content_type=ContentType.objects.get_for_model(Lead))
+        Permission.objects.get_or_create(name="Can reassign lead",codename="can_reassign_lead",content_type=ContentType.objects.get_for_model(Lead))
         Permission.objects.get_or_create(name="Can view sales",codename="can_view_sales",content_type=ContentType.objects.get_for_model(EstimateModel))
         Permission.objects.get_or_create(name="Can view reports",codename="can_view_reports",content_type=ContentType.objects.get_for_model(LedgerModel))
-        Permission.objects.get_or_create(name="Can view inventory",codename="can_view_inventory",content_type=ContentType.objects.get_for_model(models.Car))
+        Permission.objects.get_or_create(name="Can view inventory",codename="can_view_inventory",content_type=ContentType.objects.get_for_model(Car))
         Permission.objects.get_or_create(name="Can approve bill",codename="can_approve_billmodel",content_type=ContentType.objects.get_for_model(BillModel))
         Permission.objects.get_or_create(name="Can view financials",codename="can_view_financials",content_type=ContentType.objects.get_for_model(AccountModel))
         Permission.objects.get_or_create(name="Can approve estimate",codename="can_approve_estimatemodel",content_type=ContentType.objects.get_for_model(EstimateModel))

inventory/models.py

@@ -1836,7 +1836,9 @@ class Schedule(models.Model):
         ("completed", _("Completed")),
         ("canceled", _("Canceled")),
     ]
-    lead = models.ForeignKey(Lead, on_delete=models.CASCADE, related_name="schedules")
+    content_type = models.ForeignKey(ContentType, on_delete=models.CASCADE)
+    object_id = models.PositiveIntegerField()
+    content_object = GenericForeignKey('content_type', 'object_id')
     customer = models.ForeignKey(
         CustomerModel,
         on_delete=models.CASCADE,
@@ -2634,6 +2636,7 @@ class CustomGroup(models.Model):
                     "notes",
                     "tasks",
                     "activity",
+                    "poitemsuploaded"
                 ],
             )
             self.set_permissions(
@@ -2652,7 +2655,7 @@ class CustomGroup(models.Model):
         elif self.name == "Sales":
             self.set_permissions(
                 app="django_ledger",
-                allowed_models=["estimatemodel", "invoicemodel", "customermodel"],
+                allowed_models=["invoicemodel", "customermodel"],
             )
             self.set_permissions(
                 app="inventory",
@@ -2668,6 +2671,10 @@ class CustomGroup(models.Model):
                     "organization",
                     "notes",
                     "tasks",
+<<<<<<< HEAD
+=======
+                    "lead"
+>>>>>>> 25d17efa11e8f03c6819b27572ca6abe91860d11
                     "activity",
                 ],
                 other_perms=[
@@ -2679,6 +2686,10 @@ class CustomGroup(models.Model):
                     "can_view_inventory",
                     "can_view_sales",
                     "can_view_crm",
+                    "view_estimatemodel",
+                    "add_estimatemodel",
+                    "change_estimatemodel",
+                    "delete_estimatemodel",
                 ],
             )
             ######################################
@@ -2694,7 +2705,13 @@ class CustomGroup(models.Model):
                     "notes",
                     "tasks",
                     "activity",
+<<<<<<< HEAD
                     "vendor"],
+=======
+                    "vendor",
+                    "poitemsuploaded"
+                    ],
+>>>>>>> 25d17efa11e8f03c6819b27572ca6abe91860d11
                 other_perms=[
                     "view_car",
                     "view_carlocation",
@@ -2711,7 +2728,6 @@ class CustomGroup(models.Model):
                     "bankaccountmodel",
                     "accountmodel",
                     "chartofaccountmodel",
-                    "billmodel",
                     "itemmodel",
                     "invoicemodel",
                     "vendormodel",
@@ -2723,7 +2739,7 @@ class CustomGroup(models.Model):
                     "ledgermodel",
                     "transactionmodel"
                 ],
-                other_perms=["view_customermodel", "view_estimatemodel","can_view_inventory","can_view_sales","can_view_crm","can_view_financials","can_view_reports"],
+                other_perms=["view_billmodel","add_billmodel","change_billmodel","delete_billmodel","view_customermodel", "view_estimatemodel","can_view_inventory","can_view_sales","can_view_crm","can_view_financials","can_view_reports"],
             )
 
 
@@ -2919,6 +2935,8 @@ class PoItemsUploaded(models.Model):
     created_at = models.DateTimeField(auto_now_add=True)
     updated_at = models.DateTimeField(auto_now=True)
 
+    def get_name(self):
+        return self.item.item.name.split('||')
 class ExtraInfo(models.Model):
     """
     Stores additional information for any model with:

inventory/override.py

@@ -0,0 +1,644 @@
+import logging
+from django.core.exceptions import ImproperlyConfigured,ValidationError
+from django.contrib.auth.mixins import LoginRequiredMixin,PermissionRequiredMixin
+from django_ledger.forms.bill import (
+    BillModelCreateForm,
+    BaseBillModelUpdateForm,
+    DraftBillModelUpdateForm,
+    get_bill_itemtxs_formset_class,
+    BillModelConfigureForm,
+    InReviewBillModelUpdateForm,
+    ApprovedBillModelUpdateForm,
+    AccruedAndApprovedBillModelUpdateForm,
+    PaidBillModelUpdateForm
+)
+from django.http import HttpResponseForbidden
+from django.utils.html import format_html
+from django.contrib import messages
+from django.http import HttpResponseRedirect
+from django.shortcuts import get_object_or_404
+from django.urls import reverse
+from django_ledger.models import ItemTransactionModel
+from django.views.generic.detail import DetailView
+from django_ledger.forms.purchase_order import (ApprovedPurchaseOrderModelUpdateForm,
+                                                BasePurchaseOrderModelUpdateForm,
+                                                DraftPurchaseOrderModelUpdateForm,
+                                                ReviewPurchaseOrderModelUpdateForm,
+                                                get_po_itemtxs_formset_class)
+from django_ledger.views.purchase_order import PurchaseOrderModelModelViewQuerySetMixIn
+from django_ledger.models import PurchaseOrderModel,EstimateModel,BillModel
+from django.views.generic.detail import SingleObjectMixin
+from django.views.generic.edit import UpdateView
+from django.views.generic.base import RedirectView
+from .models import Dealer
+
+
+logger = logging.getLogger(__name__)
+logging.basicConfig(level=logging.INFO)
+
+class PurchaseOrderModelUpdateView(LoginRequiredMixin,
+                                   PermissionRequiredMixin,
+                                   UpdateView):
+    slug_url_kwarg = 'po_pk'
+    slug_field = 'uuid'
+    context_object_name = 'po_model'
+    template_name = "purchase_orders/po_update.html"
+    context_object_name = "po_model"
+    permission_required = "django_ledger.change_purchaseordermodel"
+    extra_context = {
+        'header_subtitle_icon': 'uil:bill'
+    }
+    action_update_items = False
+    queryset = None
+
+    def get_context_data(self, itemtxs_formset=None, **kwargs):
+        dealer = get_object_or_404(Dealer, slug=self.kwargs["dealer_slug"])
+        context = super().get_context_data(**kwargs)
+        context["entity_slug"] = dealer.entity.slug
+        po_model: PurchaseOrderModel = self.object
+        if not itemtxs_formset:
+            itemtxs_qs = self.get_po_itemtxs_qs(po_model)
+            itemtxs_qs, itemtxs_agg = po_model.get_itemtxs_data(queryset=itemtxs_qs)
+            po_itemtxs_formset_class = get_po_itemtxs_formset_class(po_model)
+            itemtxs_formset = po_itemtxs_formset_class(
+                entity_slug=dealer.entity.slug,
+                user_model=dealer.entity.admin,
+                po_model=po_model,
+                queryset=itemtxs_qs,
+            )
+        else:
+            itemtxs_qs, itemtxs_agg = po_model.get_itemtxs_data()
+
+        context["itemtxs_qs"] = itemtxs_qs
+        context["itemtxs_formset"] = itemtxs_formset
+        return context
+
+    def get_queryset(self):
+        dealer = get_object_or_404(Dealer, slug=self.kwargs["dealer_slug"])
+        if self.queryset is None:
+            self.queryset = PurchaseOrderModel.objects.for_entity(
+                entity_slug=self.kwargs['entity_slug'],
+                user_model=dealer.entity.admin
+            ).select_related('entity', 'ce_model')
+        return super().get_queryset()
+    def get_success_url(self):
+        return reverse(
+            "purchase_order_update",
+            kwargs={
+                "dealer_slug": self.kwargs["dealer_slug"],
+                "entity_slug": self.kwargs["entity_slug"],
+                "po_pk": self.kwargs["po_pk"],
+            },
+        )
+    def get(self, request, dealer_slug, entity_slug, po_pk, *args, **kwargs):
+        if self.action_update_items:
+            return HttpResponseRedirect(
+                redirect_to=reverse(
+                    "purchase_order_update",
+                    kwargs={
+                        "dealer_slug": dealer_slug,
+                        "entity_slug": entity_slug,
+                        "po_pk": po_pk,
+                    },
+                )
+            )
+        return super(PurchaseOrderModelUpdateView, self).get(
+            request, dealer_slug, entity_slug, po_pk, *args, **kwargs
+            )
+
+    def post(self, request, dealer_slug, entity_slug, *args, **kwargs):
+        if self.action_update_items:
+            if not request.user.is_authenticated:
+                return HttpResponseForbidden()
+            queryset = self.get_queryset()
+            po_model: PurchaseOrderModel = self.get_object(queryset=queryset)
+            self.object = po_model
+            po_itemtxs_formset_class = get_po_itemtxs_formset_class(po_model)
+            itemtxs_formset = po_itemtxs_formset_class(
+                request.POST,
+                user_model=request.dealer.entity.admin,
+                po_model=po_model,
+                entity_slug=entity_slug,
+            )
+
+            if itemtxs_formset.has_changed():
+                if itemtxs_formset.is_valid():
+                    itemtxs_list = itemtxs_formset.save(commit=False)
+                    create_bill_uuids = [
+                        str(i["uuid"].uuid)
+                        for i in itemtxs_formset.cleaned_data
+                        if i and i["create_bill"] is True
+                    ]
+
+                    if create_bill_uuids:
+                        item_uuids = ",".join(create_bill_uuids)
+                        redirect_url = reverse(
+                            "bill-create-po",
+                            kwargs={
+                                "dealer_slug": self.kwargs["dealer_slug"],
+                                "entity_slug": self.kwargs["entity_slug"],
+                                "po_pk": po_model.uuid,
+                            },
+                        )
+                        redirect_url += f"?item_uuids={item_uuids}"
+                        return HttpResponseRedirect(redirect_url)
+
+                    for itemtxs in itemtxs_list:
+                        if not itemtxs.po_model_id:
+                            itemtxs.po_model_id = po_model.uuid
+                        itemtxs.clean()
+
+                    itemtxs_list = itemtxs_formset.save()
+                    po_model.update_state()
+                    po_model.clean()
+                    po_model.save(
+                        update_fields=["po_amount", "po_amount_received", "updated"]
+                    )
+                    # if valid get saved formset from DB
+                    messages.add_message(
+                        request, messages.SUCCESS, "PO items updated successfully."
+                    )
+                    return self.render_to_response(context=self.get_context_data())
+                # if not valid, return formset with errors...
+                return self.render_to_response(
+                    context=self.get_context_data(itemtxs_formset=itemtxs_formset)
+                )
+        return super(PurchaseOrderModelUpdateView, self).post(
+            request, dealer_slug, entity_slug, *args, **kwargs
+        )
+
+    def get_form(self, form_class=None):
+        po_model: PurchaseOrderModel = self.object
+        dealer = get_object_or_404(Dealer, slug=self.kwargs["dealer_slug"])
+        if po_model.is_draft():
+            return DraftPurchaseOrderModelUpdateForm(
+                entity_slug=self.kwargs["entity_slug"],
+                user_model=dealer.entity.admin,
+                **self.get_form_kwargs(),
+            )
+        elif po_model.is_review():
+            return ReviewPurchaseOrderModelUpdateForm(
+                entity_slug=self.kwargs["entity_slug"],
+                user_model=dealer.entity.admin,
+                **self.get_form_kwargs(),
+            )
+        elif po_model.is_approved():
+            return ApprovedPurchaseOrderModelUpdateForm(
+                entity_slug=self.kwargs["entity_slug"],
+                user_model=dealer.entity.admin,
+                **self.get_form_kwargs(),
+            )
+        return BasePurchaseOrderModelUpdateForm(
+            entity_slug=self.kwargs["entity_slug"],
+            user_model=dealer.entity.admin,
+            **self.get_form_kwargs(),
+        )
+
+    def get_form_kwargs(self):
+        if self.action_update_items:
+            return {
+                'initial': self.get_initial(),
+                'prefix': self.get_prefix(),
+                'instance': self.object
+            }
+        return super(PurchaseOrderModelUpdateView, self).get_form_kwargs()
+
+
+    def get_po_itemtxs_qs(self, po_model: PurchaseOrderModel):
+        return po_model.itemtransactionmodel_set.select_related('bill_model', 'po_model').order_by('created')
+
+    def form_valid(self, form: BasePurchaseOrderModelUpdateForm):
+        po_model: PurchaseOrderModel = form.save(commit=False)
+
+        if form.has_changed():
+            po_items_qs = ItemTransactionModel.objects.for_po(
+                entity_slug=self.kwargs['entity_slug'],
+                user_model=dealer.entity.admin,
+                po_pk=po_model.uuid,
+            ).select_related('bill_model')
+
+            if all(['po_status' in form.changed_data,
+                    po_model.po_status == po_model.PO_STATUS_APPROVED]):
+                po_items_qs.update(po_item_status=ItemTransactionModel.STATUS_NOT_ORDERED)
+
+            if 'fulfilled' in form.changed_data:
+
+                if not all([i.bill_model for i in po_items_qs]):
+                    messages.add_message(self.request,
+                                         messages.ERROR,
+                                         f'All PO items must be billed before marking'
+                                         f' PO: {po_model.po_number} as fulfilled.',
+                                         extra_tags='is-danger')
+                    return self.get(self.request)
+
+                else:
+                    if not all([i.bill_model.is_paid() for i in po_items_qs]):
+                        messages.add_message(self.request,
+                                             messages.SUCCESS,
+                                             f'All bills must be paid before marking'
+                                             f' PO: {po_model.po_number} as fulfilled.',
+                                             extra_tags='is-success')
+                        return self.get(self.request)
+
+                po_items_qs.update(po_item_status=ItemTransactionModel.STATUS_RECEIVED)
+
+        messages.add_message(self.request,
+                             messages.SUCCESS,
+                             f'{self.object.po_number} successfully updated.',
+                             extra_tags='is-success')
+
+        return super().form_valid(form)
+
+
+
+class BasePurchaseOrderActionActionView(LoginRequiredMixin,
+                                        PermissionRequiredMixin,
+                                        RedirectView,
+                                        SingleObjectMixin):
+    http_method_names = ['get']
+    pk_url_kwarg = 'po_pk'
+    action_name = None
+    commit = True
+    permission_required = None
+    queryset = None
+
+    def get_queryset(self):
+        dealer = get_object_or_404(Dealer, slug=self.kwargs['dealer_slug'])
+        if self.queryset is None:
+            self.queryset = PurchaseOrderModel.objects.for_entity(
+                entity_slug=self.kwargs['entity_slug'],
+                user_model=dealer.entity.admin
+            ).select_related('entity', 'ce_model')
+        return super().get_queryset()
+
+    def get_redirect_url(self, dealer_slug, entity_slug, po_pk, *args, **kwargs):
+        return reverse(
+            "purchase_order_update",
+            kwargs={
+                "dealer_slug": dealer_slug,
+                "entity_slug": entity_slug,
+                "po_pk": po_pk,
+            },
+        )
+
+    def get(self, request, dealer_slug, entity_slug, po_pk, *args, **kwargs):
+        # kwargs["user_model"] = dealer.entity.admin
+        # Get user information for logging
+        user_username = request.user.username if request.user.is_authenticated else 'anonymous'
+
+        dealer = get_object_or_404(Dealer, slug=dealer_slug)
+        kwargs["user_model"] = dealer.entity.admin
+        if not self.action_name:
+            raise ImproperlyConfigured("View attribute action_name is required.")
+        response = super(BasePurchaseOrderActionActionView, self).get(
+            request, dealer_slug, entity_slug, po_pk, *args, **kwargs
+        )
+        po_model: PurchaseOrderModel = self.get_object()
+
+         # Log the attempt to perform the action
+        logger.debug(
+            f"User {user_username}  attempting to call action '{self.action_name}' "
+            f"on Purchase Order ID: {po_model.pk} (Entity: {entity_slug})."
+        )
+        try:
+            getattr(po_model, self.action_name)(commit=self.commit, **kwargs)
+            # --- Single-line log for successful action ---
+            logger.info(
+                f"User {user_username}  successfully executed action '{self.action_name}' "
+                f"on Purchase Order ID: {po_model.pk}."
+            )
+            messages.add_message(
+                request,
+                message="PO updated successfully.",
+                level=messages.SUCCESS,
+            )
+        except ValidationError as e:
+             # --- Single-line log for ValidationError ---
+            logger.warning(
+                f"User {user_username}  encountered a validation error "
+                f"while performing action '{self.action_name}' on Purchase Order ID: {po_model.pk}. "
+                f"Error: {e}"
+            )
+            print(e)
+        return response
+
+class BillModelDetailView(LoginRequiredMixin, PermissionRequiredMixin, DetailView):
+    slug_url_kwarg = 'bill_pk'
+    slug_field = 'uuid'
+    context_object_name = 'bill'
+    template_name = "bill/bill_detail.html"
+    extra_context = {
+        'header_subtitle_icon': 'uil:bill',
+        'hide_menu': True
+    }
+
+    def get_context_data(self, *, object_list=None, **kwargs):
+        context = super().get_context_data(object_list=object_list, **kwargs)
+        context["dealer"] = self.request.dealer
+        bill_model: BillModel = self.object
+        title = f'Bill {bill_model.bill_number}'
+        context['page_title'] = title
+        context['header_title'] = title
+
+        bill_model: BillModel = self.object
+        bill_items_qs, item_data = bill_model.get_itemtxs_data()
+        context['itemtxs_qs'] = bill_items_qs
+        context['total_amount__sum'] = item_data['total_amount__sum']
+
+        if not bill_model.is_configured():
+            link = format_html(f"""
+            <a href="{reverse("bill-update", kwargs={
+                'dealer_slug': self.kwargs['dealer_slug'],
+                'entity_slug': self.kwargs['entity_slug'],
+                'bill_pk': bill_model.uuid
+            })}">here</a>
+            """)
+            msg = f'Bill {bill_model.bill_number} has not been fully set up. ' + \
+                  f'Please update or assign associated accounts {link}.'
+            messages.add_message(self.request,
+                                 message=msg,
+                                 level=messages.WARNING,
+                                 extra_tags='is-danger')
+        return context
+
+
+    def get_queryset(self):
+        dealer = get_object_or_404(Dealer,slug=self.kwargs['dealer_slug'])
+        if self.queryset is None:
+            entity_model = dealer.entity
+            qs = entity_model.get_bills()
+            self.queryset = qs
+        return super().get_queryset()
+
+
+######################################################3
+#BILL
+
+class BillModelUpdateView(LoginRequiredMixin, PermissionRequiredMixin, UpdateView):
+    slug_url_kwarg = 'bill_pk'
+    slug_field = 'uuid'
+    context_object_name = 'bill_model'
+    template_name = "bill/bill_update.html"
+    extra_context = {
+        'header_subtitle_icon': 'uil:bill'
+    }
+    http_method_names = ['get', 'post']
+    action_update_items = False
+    queryset = None
+
+    def get_queryset(self):
+        dealer = get_object_or_404(Dealer,slug=self.kwargs['dealer_slug'])
+        if self.queryset is None:
+            entity_model = dealer.entity
+            qs = entity_model.get_bills()
+            self.queryset = qs
+        return super().get_queryset().select_related(
+            'ledger',
+            'ledger__entity',
+            'vendor',
+            'cash_account',
+            'prepaid_account',
+            'unearned_account',
+            'cash_account__coa_model',
+            'prepaid_account__coa_model',
+            'unearned_account__coa_model'
+        )
+
+    def get_form(self, form_class=None):
+        form_class = self.get_form_class()
+        dealer = get_object_or_404(Dealer,slug=self.kwargs['dealer_slug'])
+        entity_model = dealer.entity
+        if self.request.method == 'POST' and self.action_update_items:
+            return form_class(
+                entity_model=entity_model,
+                user_model=dealer.entity.admin,
+                instance=self.object
+            )
+        return form_class(
+            entity_model=entity_model,
+            user_model=dealer.entity.admin,
+            **self.get_form_kwargs()
+        )
+
+    def get_form_class(self):
+        bill_model: BillModel = self.object
+        if not bill_model.is_configured():
+            return BillModelConfigureForm
+        if bill_model.is_draft():
+            return DraftBillModelUpdateForm
+        elif bill_model.is_review():
+            return InReviewBillModelUpdateForm
+        elif bill_model.is_approved() and not bill_model.accrue:
+            return ApprovedBillModelUpdateForm
+        elif bill_model.is_approved() and bill_model.accrue:
+            return AccruedAndApprovedBillModelUpdateForm
+        elif bill_model.is_paid():
+            return PaidBillModelUpdateForm
+        return BaseBillModelUpdateForm
+
+    def get_context_data(self,
+                         *,
+                         object_list=None,
+                         itemtxs_formset=None,
+                         **kwargs):
+
+        context = super().get_context_data(object_list=object_list, **kwargs)
+        dealer = get_object_or_404(Dealer,slug=self.kwargs['dealer_slug'])
+        entity_model = dealer.entity
+        bill_model: BillModel = self.object
+        ledger_model = bill_model.ledger
+
+        title = f'Bill {bill_model.bill_number}'
+        context['page_title'] = title
+        context['header_title'] = title
+        context['header_subtitle'] = bill_model.get_bill_status_display()
+
+        if not bill_model.is_configured():
+            messages.add_message(
+                request=self.request,
+                message=f'Bill {bill_model.bill_number} must have all accounts configured.',
+                level=messages.ERROR,
+                extra_tags='is-danger'
+            )
+
+        if not bill_model.is_paid():
+            if ledger_model.locked:
+                messages.add_message(self.request,
+                                messages.ERROR,
+                                f'Warning! This bill is locked. Must unlock before making any changes.',
+                                extra_tags='is-danger')
+
+        if ledger_model.locked:
+            messages.add_message(self.request,
+                                 messages.ERROR,
+                                 f'Warning! This bill is locked. Must unlock before making any changes.',
+                                 extra_tags='is-danger')
+
+        if not ledger_model.is_posted():
+            messages.add_message(self.request,
+                                 messages.INFO,
+                                 f'This bill has not been posted. Must post to see ledger changes.',
+                                 extra_tags='is-info')
+
+        itemtxs_qs = itemtxs_formset.get_queryset() if itemtxs_formset else None
+        if not itemtxs_formset:
+            itemtxs_formset_class = get_bill_itemtxs_formset_class(bill_model)
+            itemtxs_formset = itemtxs_formset_class(entity_model=entity_model, bill_model=bill_model)
+        itemtxs_qs, itemtxs_agg = bill_model.get_itemtxs_data(queryset=itemtxs_qs)
+
+        has_po = any(i.po_model_id for i in itemtxs_qs)
+
+        if has_po:
+            itemtxs_formset.can_delete = False
+            itemtxs_formset.has_po = has_po
+
+        context['itemtxs_formset'] = itemtxs_formset
+        context['total_amount__sum'] = itemtxs_agg['total_amount__sum']
+        context['has_po'] = has_po
+        return context
+
+    def get_success_url(self):
+        return reverse(
+            "bill-update",
+            kwargs={
+                "dealer_slug": self.kwargs["dealer_slug"],
+                "entity_slug": self.kwargs["entity_slug"],
+                "bill_pk": self.kwargs["bill_pk"],
+            },
+        )
+    def form_valid(self, form):
+        form.save(commit=False)
+        messages.add_message(self.request,
+                             messages.SUCCESS,
+                             f'Bill {self.object.bill_number} successfully updated.',
+                             extra_tags='is-success')
+        return super().form_valid(form)
+
+    def get(self, request,dealer_slug,entity_slug,bill_pk, *args, **kwargs):
+        if self.action_update_items:
+            return HttpResponseRedirect(
+                redirect_to=reverse('bill-update',
+                                    kwargs={
+                                        'dealer_slug': dealer_slug,
+                                        'entity_slug': entity_slug,
+                                        'bill_pk': bill_pk
+                                    })
+            )
+        return super(BillModelUpdateView, self).get(request, *args, **kwargs)
+
+    def post(self, request, dealer_slug, entity_slug, bill_pk, *args, **kwargs):
+        if self.action_update_items:
+            if not request.user.is_authenticated:
+                return HttpResponseForbidden()
+
+            queryset = self.get_queryset()
+            dealer = get_object_or_404(Dealer, slug=dealer_slug)
+            entity_model = dealer.entity
+            bill_model: BillModel = self.get_object(queryset=queryset)
+            bill_pk = bill_model.uuid
+
+            self.object = bill_model
+
+            bill_itemtxs_formset_class = get_bill_itemtxs_formset_class(bill_model)
+            itemtxs_formset = bill_itemtxs_formset_class(
+                request.POST, bill_model=bill_model, entity_model=entity_model
+            )
+
+            if itemtxs_formset.has_changed():
+                if itemtxs_formset.is_valid():
+                    itemtxs_list = itemtxs_formset.save(commit=False)
+
+                    for itemtxs in itemtxs_list:
+                        itemtxs.bill_model_id = bill_model.uuid
+                        itemtxs.clean()
+
+                    itemtxs_formset.save()
+                    itemtxs_qs = bill_model.update_amount_due()
+                    bill_model.get_state(commit=True)
+                    bill_model.clean()
+                    bill_model.save(
+                        update_fields=[
+                            "amount_due",
+                            "amount_receivable",
+                            "amount_unearned",
+                            "amount_earned",
+                            "updated",
+                        ]
+                    )
+
+                    bill_model.migrate_state(
+                        entity_slug=self.kwargs["entity_slug"],
+                        user_model=self.request.user,
+                        itemtxs_qs=itemtxs_qs,
+                        raise_exception=False,
+                    )
+
+                    messages.add_message(
+                        request,
+                        message=f"Items for Invoice {bill_model.bill_number} saved.",
+                        level=messages.SUCCESS,
+                    )
+
+                    # if valid get saved formset from DB
+                    return HttpResponseRedirect(
+                        redirect_to=reverse(
+                            "bill-update",
+                            kwargs={
+                                "dealer_slug": dealer_slug,
+                                "entity_slug": entity_model.slug,
+                                "bill_pk": bill_pk,
+                            },
+                        )
+                    )
+            context = self.get_context_data(itemtxs_formset=itemtxs_formset)
+            return self.render_to_response(context=context)
+        return super(BillModelUpdateView, self).post(
+            request, dealer_slug, entity_slug, bill_pk, **kwargs
+        )
+
+
+
+class BaseBillActionView(LoginRequiredMixin,PermissionRequiredMixin, RedirectView, SingleObjectMixin):
+    http_method_names = ['get']
+    pk_url_kwarg = 'bill_pk'
+    action_name = None
+    commit = True
+    permission_required = "django_ledger.change_billmodel"
+    queryset = None
+
+    def get_queryset(self):
+        if self.queryset is None:
+            dealer = get_object_or_404(Dealer, slug=self.kwargs["dealer_slug"])
+            entity_model = dealer.entity
+            qs = entity_model.get_bills()
+            self.queryset = qs
+        return super().get_queryset()
+
+
+    def get_redirect_url(self, dealer_slug, entity_slug, bill_pk, *args, **kwargs):
+        return reverse(
+            "bill-update",
+            kwargs={
+                "dealer_slug": dealer_slug,
+                "entity_slug": entity_slug,
+                "bill_pk": bill_pk,
+            },
+        )
+
+
+    def get(self, request, *args, **kwargs):
+        dealer = get_object_or_404(Dealer, slug=self.kwargs["dealer_slug"])
+        kwargs['user_model'] = dealer.entity.admin
+        if not self.action_name:
+            raise ImproperlyConfigured('View attribute action_name is required.')
+        response = super(BaseBillActionView, self).get(request, *args, **kwargs)
+        bill_model: BillModel = self.get_object()
+
+        try:
+            getattr(bill_model, self.action_name)(commit=self.commit, **kwargs)
+        except ValidationError as e:
+            messages.add_message(request,
+                                 message=e.message,
+                                 level=messages.ERROR,
+                                 extra_tags='is-danger')
+        return response

inventory/signals.py

@@ -17,7 +17,8 @@ from django_ledger.models import (
     LedgerModel,
     AccountModel,
     PurchaseOrderModel,
-    EstimateModel
+    EstimateModel,
+    BillModel
 )
 from . import models
 from django.utils.timezone import now
@@ -954,7 +955,7 @@ def create_po_fulfilled_notification(sender,instance,created,**kwargs):
             models.Notification.objects.create(
                 user=accountant,
                 message=f"""
-                New Purchase Order {instance.po_number} has been added to dealer {instance.dealer.name}.
+                New Purchase Order {instance.po_number} has been added to dealer {dealer.name}.
                 <a href="{instance.get_absolute_url()}" target="_blank">View</a>
                 """,
             )
@@ -975,7 +976,10 @@ def car_created_notification(sender, instance, created, **kwargs):
 def po_fullfilled_notification(sender, instance, created, **kwargs):
     if instance.is_fulfilled():
         dealer = models.Dealer.objects.get(entity=instance.entity)
-        recipients = models.CustomGroup.objects.filter(dealer=instance.dealer,name="Accountant").first().group.user_set.all()
+        recipients = User.objects.filter(
+            groups__customgroup__dealer=instance.dealer,
+            groups__customgroup__name__in=["Manager", "Inventory"]
+        )
         for recipient in recipients:
             models.Notification.objects.create(
                 user=recipient,
@@ -987,14 +991,16 @@ def po_fullfilled_notification(sender, instance, created, **kwargs):
 @receiver(post_save, sender=models.Vendor)
 def vendor_created_notification(sender, instance, created, **kwargs):
     if created:
-        recipients = models.CustomGroup.objects.filter(dealer=instance.dealer,name="Inventory").first().group.user_set.all()
+        recipients = User.objects.filter(
+            groups__customgroup__dealer=instance.dealer,
+            groups__customgroup__name__in=["Manager", "Inventory"]
+        )
 
         for recipient in recipients:
             models.Notification.objects.create(
                 user=recipient,
                 message=f"""
                 New Vendor {instance.name} has been added to dealer {instance.dealer.name}.
-                <a href="{instance.get_absolute_url()}" target="_blank">View</a>
                 """,
             )
 
@@ -1055,19 +1061,33 @@ def estimate_in_approve_notification(sender, instance, created, **kwargs):
             """
             )
 
+@receiver(post_save, sender=BillModel)
+def bill_model_in_approve_notification(sender, instance, created, **kwargs):
+    if instance.is_review():
+        dealer = models.Dealer.objects.get(entity=instance.ledger.entity)
+        recipients = models.CustomGroup.objects.filter(dealer=dealer,name="Manager").first().group.user_set.exclude(email=dealer.user.email)
 
-# @receiver(post_save, sender=models.Lead)
+        for recipient in recipients:
-# def lead_created_notification(sender, instance, created, **kwargs):
+            models.Notification.objects.create(
-#     if created:
+                user=recipient,
-#         models.Notification.objects.create(
+                message=f"""
-#             user=instance.staff.user,
+                Bill {instance.bill_number} is in review,please review and approve it
-#             message=f"""
+                <a href="{reverse('bill-detail', kwargs={'dealer_slug': dealer.slug, 'entity_slug':dealer.entity.slug, 'bill_pk': instance.pk})}" target="_blank">View</a>.
-#             New Lead has been added.
+                """
-#             <a href="{reverse('lead_detail',kwargs={'dealer_slug':instance.dealer.slug,'slug':instance.slug})}" target="_blank">View</a>
+                )
-#             """,
-#         )
 
+@receiver(post_save, sender=BillModel)
+def bill_model_after_approve_notification(sender, instance, created, **kwargs):
+    if instance.is_approved():
+        dealer = models.Dealer.objects.get(entity=instance.ledger.entity)
+        recipients = models.CustomGroup.objects.filter(dealer=dealer,name="Accountant").first().group.user_set.exclude(email=dealer.user.email)
 
-# send notification after car is sold {manager,dealer}
+        for recipient in recipients:
-# after po review send notification to {manager} to approve po
+            models.Notification.objects.create(
-# after estimate review send notification to {manager} to approve estimate
+                user=recipient,
+                message=f"""
+                Bill {instance.bill_number} has been approved.
+                <a href="{reverse('bill-detail', kwargs={'dealer_slug': dealer.slug, 'entity_slug':dealer.entity.slug, 'bill_pk': instance.pk})}" target="_blank">View</a>.
+                please comlete the bill payment.
+                """
+                )

inventory/templatetags/custom_filters.py

@@ -454,14 +454,16 @@ def po_item_table1(context, queryset):
 @register.inclusion_tag(
     "purchase_orders/includes/po_item_formset.html", takes_context=True
 )
-def po_item_formset_table(context, po_model, itemtxs_formset):
+def po_item_formset_table(context, po_model, itemtxs_formset,user):
     # print(len(itemtxs_formset.forms))
-
     for form in itemtxs_formset.forms:
         form.fields["item_model"].queryset = form.fields["item_model"].queryset.filter(
             item_role="inventory"
         )
+
     return {
+        "can_add_bill": user.has_perm("django_ledger.add_billmodel"),
+        "can_view_bill": user.has_perm("django_ledger.view_billmodel"),
         "dealer_slug": context["view"].kwargs["dealer_slug"],
         "entity_slug": context["view"].kwargs["entity_slug"],
         "po_model": po_model,

inventory/urls.py

@@ -141,9 +141,9 @@ urlpatterns = [
         name="send_lead_email_with_template",
     ),
     path(
-        "<slug:dealer_slug>/crm/leads/<slug:slug>/schedule/",
+        "<slug:dealer_slug>/crm/<str:content_type>/<slug:slug>/schedule/",
-        views.schedule_lead,
+        views.schedule_event,
-        name="schedule_lead",
+        name="schedule_event",
     ),
     path(
         "<slug:dealer_slug>/crm/leads/schedule/<int:pk>/cancel/",
@@ -802,17 +802,17 @@ urlpatterns = [
     ),
     path(
         "<slug:dealer_slug>/items/bills/<slug:entity_slug>/detail/<uuid:bill_pk>/",
-        views.BillModelDetailViewView.as_view(),
+        views.BillModelDetailView.as_view(),
         name="bill-detail",
     ),
     path(
         "<slug:dealer_slug>/items/bills/<slug:entity_slug>/update/<uuid:bill_pk>/",
-        views.BillModelUpdateViewView.as_view(),
+        views.BillModelUpdateView.as_view(),
         name="bill-update",
     ),
     path(
         "<slug:dealer_slug>/items/bills/<slug:entity_slug>/update/<uuid:bill_pk>/items/",
-        views.BillModelUpdateViewView.as_view(action_update_items=True),
+        views.BillModelUpdateView.as_view(action_update_items=True),
         name="bill-update-items",
     ),
     ############################################################

inventory/utils.py

@@ -1288,7 +1288,7 @@ def handle_account_process(invoice, amount, finance_data):
         except Exception as e:
             logger.error(
                         f"Error updating item_model.for_inventory for car {car.vin} (Invoice {invoice.invoice_number}): {e}",
-                        exc_info=True 
+                        exc_info=True
                     )
 
             print(e)
@@ -1419,12 +1419,23 @@ def handle_payment(request, order):
     headers = {"Content-Type": "application/json", "Accept": "application/json"}
     auth = (settings.MOYASAR_SECRET_KEY, "")
     response = requests.request("POST", url, auth=auth, headers=headers, data=payload)
+    if response.status_code == 400:
+        data = response.json()
+        if data["type"] == "validation_error":
+            errors = data.get("errors", {})
+            if "source.year" in errors:
+                raise Exception("Invalid expiry year")
+            else:
+                raise Exception("Validation Error: ", errors)
+        else:
+            print("Failed to process payment:", data)
     #
     order.status = AbstractOrder.STATUS.NEW
     order.save()
     #
     data = response.json()
     amount = Decimal("{0:.2f}".format(Decimal(total) / Decimal(100)))
+    print(data)
     models.PaymentHistory.objects.create(
         user=request.user,
         user_data=user_data,

inventory/views.py

@@ -78,9 +78,6 @@ from django.views.generic import (
 
 from django.db.models import Case, Value, IntegerField, When
 
-#logger
-logger=logging.getLogger(__name__)
-
 # Django Ledger
 from django_ledger.io import roles
 from django_ledger.utils import accruable_net_summary
@@ -107,9 +104,9 @@ from django_ledger.forms.bank_account import (
 )
 from django_ledger.views.bill import (
     # BillModelCreateView,
-    BillModelDetailView,
+    # BillModelDetailView,
-    BillModelUpdateView,
+    # BillModelUpdateView,
-    BaseBillActionView as BaseBillActionViewBase,
+    # BaseBillActionView as BaseBillActionViewBase,
     BillModelModelBaseView,
 )
 from django_ledger.forms.bill import (
@@ -136,10 +133,18 @@ from django_ledger.forms.purchase_order import (
 )
 from django_ledger.views.purchase_order import (
     PurchaseOrderModelDetailView as PurchaseOrderModelDetailViewBase,
-    PurchaseOrderModelUpdateView as PurchaseOrderModelUpdateViewBase,
+    # PurchaseOrderModelUpdateView as PurchaseOrderModelUpdateViewBase,
-    BasePurchaseOrderActionActionView as BasePurchaseOrderActionActionViewBase,
+    # BasePurchaseOrderActionActionView as BasePurchaseOrderActionActionViewBase,
     PurchaseOrderModelDeleteView as PurchaseOrderModelDeleteViewBase,
 )
+from .override import (
+    PurchaseOrderModelUpdateView as PurchaseOrderModelUpdateViewBase,
+    BasePurchaseOrderActionActionView as BasePurchaseOrderActionActionViewBase,
+    BillModelDetailView as BillModelDetailViewBase,
+    BillModelUpdateView as BillModelUpdateViewBase,
+    BaseBillActionView as BaseBillActionViewBase,
+    )
+
 from django_ledger.models import (
     ItemTransactionModel,
     EntityModel,
@@ -205,7 +210,6 @@ from django_q.tasks import async_task
 logger = logging.getLogger(__name__)
 logging.basicConfig(level=logging.INFO)
 
-
 class Hash(Func):
     """
     Represents a function used to compute a hash value.
@@ -2250,7 +2254,7 @@ class CustomerDetailView(LoginRequiredMixin, PermissionRequiredMixin, DetailView
 
 
 @login_required
-@permission_required("inventory.add_note", raise_exception=True)
+@permission_required("inventory.add_notes", raise_exception=True)
 def add_note_to_customer(request,dealer_slug, slug):
     """
     This function allows authenticated users to add a note to a specific customer. The
@@ -2922,6 +2926,8 @@ def GroupPermissionView(request, dealer_slug, pk):
         ("inventory", "notes"),
         ("inventory", "tasks"),
         ("inventory", "activity"),
+        ("inventory", "vendor"),
+        ("inventory", "poitemsuploaded"),
 
 
         ("django_ledger", "purchaseordermodel"),
@@ -5619,7 +5625,7 @@ class LeadDetailView(LoginRequiredMixin, PermissionRequiredMixin, DetailView):
         context["transfer_form"].fields[
             "transfer_to"
         ].queryset = models.Staff.objects.filter(
-            dealer=dealer,staff_member__user__groups__permissions__codename__contains="add_lead").exclude(staff_member__user=self.request.user).distinct()
+            dealer=dealer,staff_member__user__groups__permissions__codename__contains="can_reassign_lead").exclude(staff_member__user=self.request.user).distinct()
 
         context["activity_form"] = forms.ActivityForm()
         context["staff_task_form"] = forms.StaffTaskForm()
@@ -5818,7 +5824,7 @@ def update_lead_actions(request,dealer_slug):
 
          # Log before updating lead fields
         logger.debug(
-            f"User {user_username} found Lead ID: {lead.id} ('{lead.name}') "
+            f"User {user_username} found Lead ID: {lead.pk} ('{lead.slug}') "
             f"for update. Current action: '{current_action}', Next action: '{next_action}', Next action date: '{next_action_date}'."
         )
 
@@ -5830,21 +5836,20 @@ def update_lead_actions(request,dealer_slug):
                     next_action_date, "%Y-%m-%dT%H:%M"
                 )
                 lead.next_action_date = timezone.make_aware(next_action_datetime)
-                logger.debug(f"Lead ID: {lead.id} next_action_date parsed to {lead.next_action_date}.")
+                logger.debug(f"Lead ID: {lead.pk} next_action_date parsed to {lead.next_action_date}.")
         except ValueError as ve:
             # Log for invalid date format
             logger.warning( f"submitted invalid date format ('{next_action_date}') "
-                f"for Lead ID: {lead.id}. Error: {ve}"
+                f"for Lead ID: {lead.pk}. Error: {ve}"
             )
             return JsonResponse(
                 {"success": False, "message": "Invalid date format"}, status=400
             )
-
         # Save the lead
         lead.save()
         # --- Logging for successful update (main try block success) ---
         logger.info(
-            f"User {user_username} successfully updated Lead ID: {lead.id} ('{lead.name}'). "
+            f"User {user_username} successfully updated Lead ID: {lead.pk} ('{lead.slug}'). "
             f"New Status: '{lead.status}', Next Action: '{lead.next_action}', Next Action Date: '{lead.next_action_date}'."
         )
         return JsonResponse(
@@ -5932,7 +5937,7 @@ def LeadDeleteView(request,dealer_slug, slug):
 
     # Log intent before attempting deletion
     logger.debug(
-        f"User {user_username}  attempting to delete Lead ID: {lead.id} ('{lead.name}') "
+        f"User {user_username}  attempting to delete Lead ID: {lead.pk} ('{lead.slug}') "
         f"and its associated customer/user for dealer '{dealer_slug}'."
     )
 
@@ -5943,19 +5948,19 @@ def LeadDeleteView(request,dealer_slug, slug):
         # --- Single-line log for successful associated user/customer deletion ---
         logger.info(
             f"User {user_username} successfully deleted associated user and customer "
-            f"for Lead ID: {lead.id} ('{lead.name}') (Email: {lead.customer.email})."
+            f"for Lead ID: {lead.pk} ('{lead.slug}') (Email: {lead.customer.email})."
         )
     except Exception as e:
         # --- Single-line log for error during associated user/customer deletion ---
         logger.error(
             f"User {user_username} encountered an error deleting associated user/customer "
-            f"for Lead ID: {lead.id} ('{lead.name}') (Email: {getattr(lead.customer, 'email', 'N/A')}). " # Safely get email
+            f"for Lead ID: {lead.slug} ('{lead.slug}') (Email: {getattr(lead.customer, 'email', 'N/A')}). " # Safely get email
             f"Error: {e}",
             exc_info=True
         )
         print(e)
-    lead_id_final = lead.id # Capture before deletion
+    lead_id_final = lead.pk # Capture before deletion
-    lead_name_final = lead.name
+    lead_name_final = lead.slug
     lead.delete()
      # Log the final lead deletion, which happens unconditionally after the try-except
     logger.info(
@@ -5967,7 +5972,7 @@ def LeadDeleteView(request,dealer_slug, slug):
 
 
 @login_required
-@permission_required("inventory.add_note", raise_exception=True)
+@permission_required("inventory.add_notes", raise_exception=True)
 def add_note_to_lead(request,dealer_slug, slug):
     """
     Adds a note to a specific lead. This view is accessible only to authenticated
@@ -6000,7 +6005,7 @@ def add_note_to_lead(request,dealer_slug, slug):
 
 
 @login_required
-@permission_required("inventory.add_note", raise_exception=True)
+@permission_required("inventory.add_notes", raise_exception=True)
 def add_note_to_opportunity(request,dealer_slug, slug):
     """
     Add a note to a specific opportunity identified by its primary key.
@@ -6033,7 +6038,7 @@ def add_note_to_opportunity(request,dealer_slug, slug):
 
 
 @login_required
-@permission_required("inventory.delete_note", raise_exception=True)
+@permission_required("inventory.delete_notes", raise_exception=True)
 def delete_note(request,dealer_slug, pk):
     """
     Deletes a specific note created by the currently logged-in user and redirects
@@ -6095,7 +6100,7 @@ def lead_convert(request,dealer_slug, slug):
 
 @login_required
 @permission_required("inventory.add_schedule", raise_exception=True)
-def schedule_lead(request, dealer_slug,slug):
+def schedule_event(request, dealer_slug,content_type,slug):
     """
     Handles the scheduling of a lead for an appointment.
 
@@ -6113,29 +6118,46 @@ def schedule_lead(request, dealer_slug,slug):
              method and validity of the form submission.
     :rtype: HttpResponse
     """
+    user_username = request.user.username if request.user.is_authenticated else 'anonymous'
+     # Log the attempt to retrieve the model dynamically
+    logger.debug(
+        f"User {user_username} attempting to retrieve model "
+        f"for content_type '{content_type}' for dealer '{dealer_slug}'."
+    )
+    try:
+        model = apps.get_model(f"inventory.{content_type}")
+    except LookupError:
+          # --- Single-line log for LookupError (Model not found) ---
+        logger.warning(
+            f"User {user_username}  requested an invalid model content_type: '{content_type}'. "
+            f"Raising Http404 for dealer '{dealer_slug}'."
+        )
+        raise Http404("Model not found")
+
+    dealer = get_object_or_404(models.Dealer,slug=dealer_slug)
+    obj = get_object_or_404(model, slug=slug)
 
     if not request.is_staff:
-        messages.error(request, _("You do not have permission to schedule lead"))
+        messages.error(request, _("You do not have permission to schedule."))
-        return redirect("lead_list", dealer_slug=dealer_slug)
+        return redirect(request.META.get("HTTP_REFERER"))
-    dealer = get_object_or_404(models.Dealer, slug=dealer_slug)
-    lead = get_object_or_404(models.Lead, slug=slug, dealer=dealer)
-    if request.method == "POST":
-         # Get user info for logging (available throughout the POST handling)
-        user_username = request.user.username if request.user.is_authenticated else 'anonymous'
 
+    if request.method == "POST":
         form = forms.ScheduleForm(request.POST)
         if form.is_valid():
             instance = form.save(commit=False)
-            instance.lead = lead
+            instance.content_object = obj
             instance.scheduled_by = request.user
 
-            instance.customer = lead.get_customer_model()
+            if obj.customer:
+                instance.customer = obj.customer.customer_model
+            elif obj.organization:
+                instance.cutsomer = obj.organization.customer_model
 
             service = Service.objects.get(name=instance.scheduled_type)
              # Log attempt to create AppointmentRequest
             logger.debug(
                 f"User {user_username} attempting to create AppointmentRequest "
-                f"for Lead ID: {lead.id} ('{lead.name}'). Service: '{service.name}', "
+                f"for {content_type} ID: {obj.pk} ('{obj.slug}'). Service: '{service.name}', "
                 f"Scheduled At: '{instance.scheduled_at}', Duration: '{instance.duration}'."
             )
 
@@ -6149,41 +6171,34 @@ def schedule_lead(request, dealer_slug,slug):
                 )
             except ValidationError as e:
                 messages.error(request, str(e))
-                return redirect("schedule_lead", dealer_slug=lead.dealer.slug, slug=lead.slug)
+                return redirect(request.META.get("HTTP_REFERER"))
 
-            client = get_object_or_404(User, email=lead.email)
+            client = get_object_or_404(User, email=instance.customer.email)
             # Create Appointment
             Appointment.objects.create(
                 client=client,
                 appointment_request=appointment_request,
-                phone=lead.phone_number,
+                phone=instance.phone,
-                address=lead.address,
+                address=instance.address_1,
             )
 
             instance.save()
             # --- Logging for successful AppointmentRequest and Appointment creation ---
             logger.info(
-                    f"User {user_username} successfully scheduled Lead ID: {lead.id} ('{lead.name}'). "
+                    f"User {user_username} successfully scheduled {content_type} ID: {obj.pk} ('{obj.slug}'). "
                     f"AppointmentRequest ID: {appointment_request.pk}, Appointment ID: {appointment_request.appointment.pk}."
                 )
             messages.success(request, _("Appointment Created Successfully"))
-            try:
+
-                if lead.opportunity:
+            return redirect(request.META.get("HTTP_REFERER"))
-                    return redirect("opportunity_detail", dealer_slug=lead.dealer.slug, slug=lead.opportunity.slug)
-            except models.Lead.opportunity.RelatedObjectDoesNotExist:
-                logger.info(
-                        f"Lead ID: {lead.id} ('{lead.name}') has no associated opportunity. "
-                        f"Redirecting to lead list for user {user_username} "
-                    )
-                return redirect("lead_list", dealer_slug=lead.dealer.slug)
         else:
              # Log for invalid form data
             logger.warning(
                 f"User {user_username}  submitted invalid schedule form data "
-                f"for Lead ID: {lead.id} ('{lead.name}'). Errors: {form.errors.as_json()}"
+                f"for Lead ID: {obj.pk} ('{obj.slug}'). Errors: {form.errors.as_json()}"
             )
             messages.error(request, f"Invalid form data: {str(form.errors)}")
-            return redirect("schedule_lead", dealer_slug=dealer_slug,slug=lead.slug)
+            return redirect(request.META.get("HTTP_REFERER"))
     form = forms.ScheduleForm()
     return render(request, "crm/leads/schedule_lead.html", {"lead": lead, "form": form})
 
@@ -6243,7 +6258,6 @@ def send_lead_email(request,dealer_slug, slug, email_pk=None):
     dealer = get_object_or_404(models.Dealer, slug=dealer_slug)
     lead = get_object_or_404(models.Lead, slug=slug)
     status = request.GET.get("status")
-    # Get user info for logging
     user_username = request.user.username if request.user.is_authenticated else 'anonymous'
 
     if status == "draft":
@@ -6264,11 +6278,12 @@ def send_lead_email(request,dealer_slug, slug, email_pk=None):
             activity_type=models.ActionChoices.EMAIL,
         )
         messages.success(request, _("Email Draft successfully"))
+
         try:
-            if lead.opportunity:
+            if getattr(lead, "opportunity",None):
                 # Log success when opportunity exists and redirecting
                 logger.info(
-                    f"User {user_username} successfully drafted email for Lead ID: {lead.id} ('{lead.name}'). "
+                    f"User {user_username} successfully drafted email for Lead ID: {lead.pk} ('{lead.slug}'). "
                     f"Lead has an Opportunity (ID: {lead.opportunity.pk}), redirecting to opportunity detail."
                 )
                 response = HttpResponse(
@@ -6280,16 +6295,16 @@ def send_lead_email(request,dealer_slug, slug, email_pk=None):
             else:
                  # Log success when no opportunity and redirecting to lead detail
                 logger.info(
-                    f"User {user_username} successfully drafted email for Lead ID: {lead.id} ('{lead.name}'). "
+                    f"User {user_username} successfully drafted email for Lead ID: {lead.pk} ('{lead.slug}'). "
                     f"Lead has no Opportunity, redirecting to lead detail."
                 )
-                response = HttpResponse(redirect("lead_detail", dealer_slug=dealer_slug,slug=lead.slug))
+                response = HttpResponse()
                 response["HX-Redirect"] = reverse("lead_detail", dealer_slug=dealer_slug,slug=lead.slug)
             return response
         except models.Lead.opportunity.RelatedObjectDoesNotExist:
              # --- Log when Lead.opportunity does not exist (Draft status) ---
             logger.info(
-                f"User {user_username} drafted email for Lead ID: {lead.id} ('{lead.name}'). "
+                f"User {user_username} drafted email for Lead ID: {lead.pk} ('{lead.slug}'). "
                 f"Lead's opportunity does not exist. Redirecting to lead list."
             )
             return redirect("lead_list",dealer_slug=dealer.slug)
@@ -6328,14 +6343,14 @@ def send_lead_email(request,dealer_slug, slug, email_pk=None):
             if lead.opportunity:
                  # Log success when opportunity exists and redirecting after sending email
                 logger.info(
-                    f"User {user_username}  successfully sent email for Lead ID: {lead.id} ('{lead.name}'). "
+                    f"User {user_username}  successfully sent email for Lead ID: {lead.pk} ('{lead.slug}'). "
                     f"Lead has an Opportunity (ID: {lead.opportunity.pk}), redirecting to opportunity detail."
                 )
                 return redirect("opportunity_detail", dealer_slug=dealer_slug,slug=lead.opportunity.slug)
         except models.Lead.opportunity.RelatedObjectDoesNotExist:
              # --- Log when Lead.opportunity does not exist (POST request for sending) ---
             logger.info(
-                f"User {user_username} sent email for Lead ID: {lead.id} ('{lead.name}'). "
+                f"User {user_username} sent email for Lead ID: {lead.pk} ('{lead.slug}'). "
                 f"Lead's opportunity does not exist. Redirecting to lead list."
             )
             return redirect("lead_list",dealer_slug=dealer_slug)
@@ -6393,7 +6408,6 @@ def add_activity_to_lead(request, pk):
         form = forms.ActivityForm(request.POST)
         if form.is_valid():
             activity = form.save(commit=False)
-            print(activity)
             activity.content_object = lead
             activity.dealer = dealer
             activity.activity_type = form.cleaned_data["activity_type"]
@@ -6451,6 +6465,14 @@ class OpportunityCreateView(LoginRequiredMixin,PermissionRequiredMixin,CreateVie
         instance.lead.save()
         return super().form_valid(form)
 
+    def get_form(self,form_class=None):
+        dealer = get_object_or_404(models.Dealer,slug=self.kwargs.get("dealer_slug"))
+        staff = getattr(self.request.user.staffmember, "staff", None)
+        form = super().get_form(form_class)
+        form.fields["car"].queryset = models.Car.objects.filter(dealer=dealer,status='available',finances__selling_price__gt=0)
+        form.fields["lead"].queryset = models.Lead.objects.filter(dealer=dealer,staff=staff)
+        return form
+
     def get_success_url(self):
         return reverse_lazy("opportunity_detail", kwargs={"dealer_slug":self.kwargs.get("dealer_slug"),"slug": self.object.slug})
 
@@ -6487,8 +6509,9 @@ class OpportunityUpdateView(LoginRequiredMixin,PermissionRequiredMixin, SuccessM
     def get_form(self, form_class=None):
         form = super().get_form(form_class)
         dealer = get_object_or_404(models.Dealer,slug=self.kwargs.get("dealer_slug"))
-        form.fields['car'].queryset = models.Car.objects.filter(dealer=dealer)
+        staff = getattr(self.request.user.staffmember, "staff", None)
-        form.fields['lead'].queryset = models.Lead.objects.filter(dealer=dealer)
+        form.fields["car"].queryset = models.Car.objects.filter(dealer=dealer,status='available',finances__selling_price__gt=0)
+        form.fields["lead"].queryset = models.Lead.objects.filter(dealer=dealer,staff=staff)
         return form
 
     def get_success_url(self):
@@ -6530,19 +6553,19 @@ class OpportunityDetailView(LoginRequiredMixin, PermissionRequiredMixin, DetailV
             content_type__model="lead", object_id=self.object.id
         ).order_by("-created")
         context["lead_notes"] = models.Notes.objects.filter(
-            content_type__model="lead", object_id=self.object.lead.id
+            content_type__model="lead", object_id=self.object.lead.pk
         ).order_by("-created")
         context["notes"] = models.Notes.objects.filter(
             content_type__model="opportunity", object_id=self.object.id
         ).order_by("-created")
         context["lead_activities"] = models.Activity.objects.filter(
-            content_type__model="lead", object_id=self.object.lead.id
+            content_type__model="lead", object_id=self.object.lead.pk
         )
         context["activities"] = models.Activity.objects.filter(
             content_type__model="opportunity", object_id=self.object.id
         )
         lead_email_qs = models.Email.objects.filter(
-            content_type__model="lead", object_id=self.object.lead.id
+            content_type__model="lead", object_id=self.object.lead.pk
         )
         email_qs = models.Email.objects.filter(
             content_type__model="opportunity", object_id=self.object.id
@@ -6556,8 +6579,9 @@ class OpportunityDetailView(LoginRequiredMixin, PermissionRequiredMixin, DetailV
             "draft": lead_email_qs.filter(status="DRAFT"),
         }
         context["staff_task_form"] = forms.StaffTaskForm()
+        context["note_form"] = forms.NoteForm()
         context["lead_tasks"] = models.Tasks.objects.filter(
-            content_type__model="lead", object_id=self.object.lead.id
+            content_type__model="lead", object_id=self.object.lead.pk
         )
         context["tasks"] = models.Tasks.objects.filter(
             content_type__model="opportunity", object_id=self.object.id
@@ -6580,7 +6604,8 @@ class OpportunityListView(LoginRequiredMixin,PermissionRequiredMixin, ListView):
 
     def get_queryset(self):
         dealer = get_user_type(self.request)
-        queryset = models.Opportunity.objects.filter(dealer=dealer)
+        staff = getattr(self.request.user.staffmember, "staff", None)
+        queryset = models.Opportunity.objects.filter(dealer=dealer, lead__staff=staff)
 
         # Search filter
         search = self.request.GET.get("search")
@@ -7040,7 +7065,7 @@ class BillListView(LoginRequiredMixin, PermissionRequiredMixin, ListView):
 class BillModelCreateView(LoginRequiredMixin,PermissionRequiredMixin,CreateView):
     template_name = "bill/bill_create.html"
     PAGE_TITLE = _("Create Bill")
-    permission_required = ["django_ledger.add_billmodel"]
+    permission_required = "django_ledger.add_billmodel"
     extra_context = {
         "page_title": PAGE_TITLE,
         "header_title": PAGE_TITLE,
@@ -7048,7 +7073,6 @@ class BillModelCreateView(LoginRequiredMixin,PermissionRequiredMixin,CreateView)
     }
     for_purchase_order = False
     for_estimate = False
-    permission_required = "django_ledger.add_billmodel"
 
      # Get user info for logging
 
@@ -7061,7 +7085,7 @@ class BillModelCreateView(LoginRequiredMixin,PermissionRequiredMixin,CreateView)
 
         if self.for_estimate and "ce_pk" in self.kwargs:
             estimate_qs = EstimateModel.objects.for_entity(
-                entity_slug=self.kwargs["entity_slug"], user_model=self.request.user
+                entity_slug=self.kwargs["entity_slug"], user_model=dealer.entity.admin
             )
             estimate_model: EstimateModel = get_object_or_404(
                 estimate_qs, uuid__exact=self.kwargs["ce_pk"]
@@ -7080,7 +7104,7 @@ class BillModelCreateView(LoginRequiredMixin,PermissionRequiredMixin,CreateView)
 
     def get_context_data(self, **kwargs):
         context = super(BillModelCreateView, self).get_context_data(**kwargs)
-
+        dealer = get_object_or_404(models.Dealer, slug=self.kwargs["dealer_slug"])
         user_username = self.request.user.username if self.request.user.is_authenticated else 'anonymous'
 
         if self.for_purchase_order:
@@ -7110,7 +7134,7 @@ class BillModelCreateView(LoginRequiredMixin,PermissionRequiredMixin,CreateView)
                 return HttpResponseBadRequest()
 
             po_qs = PurchaseOrderModel.objects.for_entity(
-                entity_slug=self.kwargs["entity_slug"], user_model=self.request.user
+                entity_slug=self.kwargs["entity_slug"], user_model=dealer.entity.admin
             ).prefetch_related("itemtransactionmodel_set")
             po_model: PurchaseOrderModel = get_object_or_404(po_qs, uuid__exact=po_pk)
             po_itemtxs_qs = po_model.itemtransactionmodel_set.filter(
@@ -7131,7 +7155,7 @@ class BillModelCreateView(LoginRequiredMixin,PermissionRequiredMixin,CreateView)
             )
         elif self.for_estimate:
             estimate_qs = EstimateModel.objects.for_entity(
-                entity_slug=self.kwargs["entity_slug"], user_model=self.request.user
+                entity_slug=self.kwargs["entity_slug"], user_model=dealer.entity.admin
             )
             estimate_uuid = self.kwargs["ce_pk"]
             estimate_model: EstimateModel = get_object_or_404(
@@ -7175,7 +7199,7 @@ class BillModelCreateView(LoginRequiredMixin,PermissionRequiredMixin,CreateView)
         if self.for_estimate:
             ce_pk = self.kwargs["ce_pk"]
             estimate_model_qs = EstimateModel.objects.for_entity(
-                entity_slug=self.kwargs["entity_slug"], user_model=self.request.user
+                entity_slug=self.kwargs["entity_slug"], user_model=dealer.entity.admin
             )
 
             estimate_model = get_object_or_404(estimate_model_qs, uuid__exact=ce_pk)
@@ -7188,7 +7212,7 @@ class BillModelCreateView(LoginRequiredMixin,PermissionRequiredMixin,CreateView)
                 return HttpResponseBadRequest()
             item_uuids = item_uuids.split(",")
             po_qs = PurchaseOrderModel.objects.for_entity(
-                entity_slug=self.kwargs["entity_slug"], user_model=self.request.user
+                entity_slug=self.kwargs["entity_slug"], user_model=dealer.entity.admin
             )
             po_model: PurchaseOrderModel = get_object_or_404(po_qs, uuid__exact=po_pk)
 
@@ -7259,101 +7283,33 @@ class BillModelCreateView(LoginRequiredMixin,PermissionRequiredMixin,CreateView)
         )
 
 
-class BillModelDetailViewView(BillModelDetailView):
+class BillModelDetailView(BillModelDetailViewBase):
     template_name = "bill/bill_detail.html"
     permission_required = ["django_ledger.view_billmodel"]
 
     def get_context_data(self, **kwargs):
-        context = super(BillModelDetailViewView, self).get_context_data(**kwargs)
+        context = super(BillModelDetailView, self).get_context_data(**kwargs)
         context["dealer"] = self.request.dealer
         return context
+    def get_queryset(self):
+        qs = super().get_queryset()
+        return qs.select_related(
+            'ledger',
+            'ledger__entity',
+            'vendor',
+            'cash_account',
+            'prepaid_account',
+            'unearned_account',
+            'cash_account__coa_model',
+            'prepaid_account__coa_model',
+            'unearned_account__coa_model'
+        )
 
 
-class BillModelUpdateViewView(BillModelUpdateView):
+class BillModelUpdateView(BillModelUpdateViewBase):
-    template_name = "bill/bill_update.html"
     permission_required = ["django_ledger.change_billmodel"]
 
 
-    def post(self, request, dealer_slug, entity_slug, bill_pk, *args, **kwargs):
-        if self.action_update_items:
-            if not request.user.is_authenticated:
-                return HttpResponseForbidden()
-
-            queryset = self.get_queryset()
-            entity_model: EntityModel = self.get_authorized_entity_instance()
-            bill_model: BillModel = self.get_object(queryset=queryset)
-            bill_pk = bill_model.uuid
-
-            self.object = bill_model
-
-            bill_itemtxs_formset_class = get_bill_itemtxs_formset_class(bill_model)
-            itemtxs_formset = bill_itemtxs_formset_class(
-                request.POST, bill_model=bill_model, entity_model=entity_model
-            )
-
-            if itemtxs_formset.has_changed():
-                if itemtxs_formset.is_valid():
-                    itemtxs_list = itemtxs_formset.save(commit=False)
-
-                    for itemtxs in itemtxs_list:
-                        itemtxs.bill_model_id = bill_model.uuid
-                        itemtxs.clean()
-
-                    itemtxs_formset.save()
-                    itemtxs_qs = bill_model.update_amount_due()
-                    bill_model.get_state(commit=True)
-                    bill_model.clean()
-                    bill_model.save(
-                        update_fields=[
-                            "amount_due",
-                            "amount_receivable",
-                            "amount_unearned",
-                            "amount_earned",
-                            "updated",
-                        ]
-                    )
-
-                    bill_model.migrate_state(
-                        entity_slug=self.kwargs["entity_slug"],
-                        user_model=self.request.user,
-                        itemtxs_qs=itemtxs_qs,
-                        raise_exception=False,
-                    )
-
-                    messages.add_message(
-                        request,
-                        message=f"Items for Invoice {bill_model.bill_number} saved.",
-                        level=messages.SUCCESS,
-                    )
-
-                    # if valid get saved formset from DB
-                    return HttpResponseRedirect(
-                        redirect_to=reverse(
-                            "bill-update",
-                            kwargs={
-                                "dealer_slug": dealer_slug,
-                                "entity_slug": entity_model.slug,
-                                "bill_pk": bill_pk,
-                            },
-                        )
-                    )
-            context = self.get_context_data(itemtxs_formset=itemtxs_formset)
-            return self.render_to_response(context=context)
-        return super(BillModelUpdateViewView, self).post(
-            request, dealer_slug, entity_slug, bill_pk, **kwargs
-        )
-
-    def get_success_url(self):
-        return reverse(
-            "bill-update",
-            kwargs={
-                "dealer_slug": self.kwargs["dealer_slug"],
-                "entity_slug": self.kwargs["entity_slug"],
-                "bill_pk": self.kwargs["bill_pk"],
-            },
-        )
-
-
 # @login_required
 # @permission_required("django_ledger.add_billmodel", raise_exception=True)
 # def bill_create(request):
@@ -9298,7 +9254,7 @@ def add_activity(request,dealer_slug, content_type, slug):
 
 
 @login_required
-@permission_required("inventory.add_task", raise_exception=True)
+@permission_required("inventory.add_tasks", raise_exception=True)
 def add_task(request,dealer_slug, content_type, slug):
      # Get user information for logging
     user_username = request.user.username if request.user.is_authenticated else 'anonymous'
@@ -9329,11 +9285,17 @@ def add_task(request,dealer_slug, content_type, slug):
             task.created_by = request.user
             task.due_date = form.cleaned_data["due_date"]
             task.save()
+            models.Activity.objects.create(
+                dealer=dealer,
+                content_object=obj,
+                activity_type="task",
+                created_by=request.user,
+                notes="Task Added")
              # --- Log for successful task creation ---
             logger.info(
                 f"User {user_username} successfully added task "
-                f"(Assigned to: {task.assigned_to.username}) for {content_type} ID: {obj.slug} "
+                f"(Assigned to: {task.assigned_to.email}) for {content_type} ID: {obj.slug} "
-                f"on dealer '{dealer_slug}'. Due: {task.due_date}, Notes: '{task.notes if hasattr(task, 'notes') else 'N/A'}'."
+                f"on dealer '{dealer_slug}'. Due: {task.due_date}, Notes: '{task.description}'."
             )
             messages.success(request, _("Task added successfully"))
         else:
@@ -9347,7 +9309,7 @@ def add_task(request,dealer_slug, content_type, slug):
 
 
 @login_required
-@permission_required("inventory.change_task", raise_exception=True)
+@permission_required("inventory.change_tasks", raise_exception=True)
 def update_task(request,dealer_slug, pk):
     task = get_object_or_404(models.Tasks, pk=pk)
 
@@ -9361,7 +9323,7 @@ def update_task(request,dealer_slug, pk):
 
 
 @login_required
-@permission_required("inventory.add_note", raise_exception=True)
+@permission_required("inventory.add_notes", raise_exception=True)
 def add_note(request,dealer_slug, content_type, slug):
      # Get user information for logging
     user_username = request.user.username if request.user.is_authenticated else 'anonymous'
@@ -9391,25 +9353,32 @@ def add_note(request,dealer_slug, content_type, slug):
             note.created_by = request.user
 
             note.save()
+            models.Activity.objects.create(
+                dealer=dealer,
+                content_object=obj,
+                activity_type="note",
+                created_by=request.user,
+                notes="Note Added")
              # --- Single-line log for successful note creation ---
             logger.info(
                 f"User {user_username}  successfully added a note "
                 f"for {content_type} ID: {obj.slug} (Dealer: {dealer_slug}). "
-                f"Note: '{note.notes[:50]}...'."
+                f"Note: '{note.note[:50]}...'."
             )
             messages.success(request, _("Note added successfully"))
         else:
              # --- Single-line log for invalid form data ---
             logger.warning(
                 f"User {user_username}  submitted invalid note form data "
-                f"for {content_type} ID: {obj.slug} (Dealer: {dealer_slug}). Errors: {form.errors.as_json()}"
+                f"for {content_type} ID: {obj.slug} (Dealer: {dealer_slug}). Errors: {form.errors.as_text()}"
             )
             messages.error(request, _("Note form is not valid"))
         return redirect(f"{content_type}_detail",dealer_slug=dealer_slug, slug=slug)
 
 
 @login_required
-@permission_required("inventory.change_note", raise_exception=True)
+@require_http_methods(["POST"])
+@permission_required("inventory.change_notes", raise_exception=True)
 def update_note(request,dealer_slug, pk):
     note = get_object_or_404(models.Notes, pk=pk)
     lead = get_object_or_404(models.Lead, pk=note.content_object.id)
@@ -9418,13 +9387,12 @@ def update_note(request,dealer_slug, pk):
         note.note = request.POST.get("note")
         note.save()
         messages.success(request, _("Note updated successfully"))
-        return redirect("lead_detail",dealer_slug=dealer_slug, slug=lead.slug)
+    # else:
-    else:
+    #     messages.error(request, _("Note form is not valid"))
-        messages.error(request, _("Note form is not valid"))
+    # notes = models.Notes.objects.filter(
-    notes = models.Notes.objects.filter(
+    #     content_type__model="lead", object_id=lead.pk, dealer=dealer
-        content_type__model="lead", object_id=lead.id, dealer=dealer
+    # )
-    )
+    return redirect(request.META.get("HTTP_REFERER", "/"))
-    return render(request, "crm/leads/lead_detail.html", {"lead": lead, "notes": notes})
 
 
 # Admin Management
@@ -9841,22 +9809,49 @@ def inventory_items_filter(request, dealer_slug):
     return render(request, "purchase_orders/car_inventory_item_form.html", context)
 
 
-class PurchaseOrderDetailView(PurchaseOrderModelDetailViewBase):
+class PurchaseOrderDetailView(LoginRequiredMixin,PermissionRequiredMixin, DetailView):
+    slug_url_kwarg = 'po_pk'
+    slug_field = 'uuid'
+    context_object_name = 'po_model'
+    extra_context = {
+        'header_subtitle_icon': 'uil:bill',
+        'hide_menu': True
+    }
     template_name = "purchase_orders/po_detail.html"
-    context_object_name = "po_model"
+    permission_required = ["django_ledger.view_purchaseordermodel"]
-    permission_required = ["django_ledger.change_purchaseordermodel"]
 
     def get_queryset(self):
         dealer = get_object_or_404(models.Dealer, slug=self.kwargs["dealer_slug"])
         self.queryset = dealer.entity.get_purchase_orders().select_related("entity", "ce_model")
         return super().get_queryset()
 
-    def get_context_data(self, **kwargs):
+
+    def get_context_data(self, *, object_list=None, **kwargs):
         dealer = get_object_or_404(models.Dealer, slug=self.kwargs["dealer_slug"])
         context = super().get_context_data(**kwargs)
+        # context = super().get_context_data(object_list=object_list, **kwargs)
         context["entity_slug"] = dealer.entity.slug
+        po_model: PurchaseOrderModel = self.object
+        title = f'Purchase Order {po_model.po_number}'
+        context['page_title'] = title
+        context['header_title'] = title
+
+        po_model: PurchaseOrderModel = self.object
+        po_items_qs, item_data = po_model.get_itemtxs_data(
+            queryset=po_model.itemtransactionmodel_set.all().select_related('item_model', 'bill_model')
+        )
+        context['po_items'] = po_items_qs
+        context['po_total_amount'] = sum(
+            i['po_total_amount'] for i in po_items_qs.values(
+                'po_total_amount', 'po_item_status') if i['po_item_status'] != 'cancelled')
         return context
 
+    # def get_context_data(self, **kwargs):
+    #     dealer = get_object_or_404(models.Dealer, slug=self.kwargs["dealer_slug"])
+    #     context = super().get_context_data(**kwargs)
+    #     context["entity_slug"] = dealer.entity.slug
+    #     return context
+
 
 class PurchaseOrderListView(LoginRequiredMixin, PermissionRequiredMixin, ListView):
     model = PurchaseOrderModel
@@ -9943,200 +9938,11 @@ class PurchaseOrderListView(LoginRequiredMixin, PermissionRequiredMixin, ListVie
         context["entity_slug"] = dealer.entity.slug
         return context
 
-
 class PurchaseOrderUpdateView(PurchaseOrderModelUpdateViewBase):
-    template_name = "purchase_orders/po_update.html"
+    pass
-    context_object_name = "po_model"
-    permission_required = ["django_ledger.change_purchaseordermodel"]
-
-    def get_context_data(self, itemtxs_formset=None, **kwargs):
-        dealer = get_object_or_404(models.Dealer, slug=self.kwargs["dealer_slug"])
-        context = super().get_context_data(**kwargs)
-        context["entity_slug"] = dealer.entity.slug
-        po_model: PurchaseOrderModel = self.object
-        if not itemtxs_formset:
-            itemtxs_qs = self.get_po_itemtxs_qs(po_model)
-            itemtxs_qs, itemtxs_agg = po_model.get_itemtxs_data(queryset=itemtxs_qs)
-            po_itemtxs_formset_class = get_po_itemtxs_formset_class(po_model)
-            itemtxs_formset = po_itemtxs_formset_class(
-                entity_slug=dealer.entity.slug,
-                user_model=dealer.entity.admin,
-                po_model=po_model,
-                queryset=itemtxs_qs,
-            )
-        else:
-            itemtxs_qs, itemtxs_agg = po_model.get_itemtxs_data()
-
-        context["itemtxs_qs"] = itemtxs_qs
-        context["itemtxs_formset"] = itemtxs_formset
-        return context
-
-    def get_success_url(self):
-        return reverse(
-            "purchase_order_update",
-            kwargs={
-                "dealer_slug": self.kwargs["dealer_slug"],
-                "entity_slug": self.kwargs["entity_slug"],
-                "po_pk": self.kwargs["po_pk"],
-            },
-        )
-
-    def get(self, request, dealer_slug, entity_slug, po_pk, *args, **kwargs):
-        if self.action_update_items:
-            return HttpResponseRedirect(
-                redirect_to=reverse(
-                    "purchase_order_update",
-                    kwargs={
-                        "dealer_slug": dealer_slug,
-                        "entity_slug": entity_slug,
-                        "po_pk": po_pk,
-                    },
-                )
-            )
-        return super(PurchaseOrderUpdateView, self).get(
-            request, dealer_slug, entity_slug, po_pk, *args, **kwargs
-        )
-
-    def post(self, request, dealer_slug, entity_slug, *args, **kwargs):
-        if self.action_update_items:
-            if not request.user.is_authenticated:
-                return HttpResponseForbidden()
-            queryset = self.get_queryset()
-            po_model: PurchaseOrderModel = self.get_object(queryset=queryset)
-            self.object = po_model
-            po_itemtxs_formset_class = get_po_itemtxs_formset_class(po_model)
-            itemtxs_formset = po_itemtxs_formset_class(
-                request.POST,
-                user_model=request.dealer.entity.admin,
-                po_model=po_model,
-                entity_slug=entity_slug,
-            )
-
-            if itemtxs_formset.has_changed():
-                if itemtxs_formset.is_valid():
-                    itemtxs_list = itemtxs_formset.save(commit=False)
-                    create_bill_uuids = [
-                        str(i["uuid"].uuid)
-                        for i in itemtxs_formset.cleaned_data
-                        if i and i["create_bill"] is True
-                    ]
-
-                    if create_bill_uuids:
-                        item_uuids = ",".join(create_bill_uuids)
-                        redirect_url = reverse(
-                            "bill-create-po",
-                            kwargs={
-                                "dealer_slug": self.kwargs["dealer_slug"],
-                                "entity_slug": self.kwargs["entity_slug"],
-                                "po_pk": po_model.uuid,
-                            },
-                        )
-                        redirect_url += f"?item_uuids={item_uuids}"
-                        return HttpResponseRedirect(redirect_url)
-
-                    for itemtxs in itemtxs_list:
-                        if not itemtxs.po_model_id:
-                            itemtxs.po_model_id = po_model.uuid
-                        itemtxs.clean()
-
-                    itemtxs_list = itemtxs_formset.save()
-                    po_model.update_state()
-                    po_model.clean()
-                    po_model.save(
-                        update_fields=["po_amount", "po_amount_received", "updated"]
-                    )
-                    # if valid get saved formset from DB
-                    messages.add_message(
-                        request, messages.SUCCESS, "PO items updated successfully."
-                    )
-                    return self.render_to_response(context=self.get_context_data())
-                # if not valid, return formset with errors...
-                return self.render_to_response(
-                    context=self.get_context_data(itemtxs_formset=itemtxs_formset)
-                )
-        return super(PurchaseOrderUpdateView, self).post(
-            request, dealer_slug, entity_slug, *args, **kwargs
-        )
-
-    def get_form(self, form_class=None):
-        po_model: PurchaseOrderModel = self.object
-        if po_model.is_draft():
-            return DraftPurchaseOrderModelUpdateForm(
-                entity_slug=self.kwargs["entity_slug"],
-                user_model=self.request.user,
-                **self.get_form_kwargs(),
-            )
-        elif po_model.is_review():
-            return ReviewPurchaseOrderModelUpdateForm(
-                entity_slug=self.kwargs["entity_slug"],
-                user_model=self.request.user,
-                **self.get_form_kwargs(),
-            )
-        elif po_model.is_approved():
-            return ApprovedPurchaseOrderModelUpdateForm(
-                entity_slug=self.kwargs["entity_slug"],
-                user_model=self.request.user,
-                **self.get_form_kwargs(),
-            )
-        return BasePurchaseOrderModelUpdateForm(
-            entity_slug=self.kwargs["entity_slug"],
-            user_model=self.request.user,
-            **self.get_form_kwargs(),
-        )
-
 
 class BasePurchaseOrderActionActionView(BasePurchaseOrderActionActionViewBase):
-    def get_redirect_url(self, dealer_slug, entity_slug, po_pk, *args, **kwargs):
+    permission_required = "django_ledger.change_purchaseordermodel"
-        return reverse(
-            "purchase_order_update",
-            kwargs={
-                "dealer_slug": dealer_slug,
-                "entity_slug": entity_slug,
-                "po_pk": po_pk,
-            },
-        )
-
-    def get(self, request, dealer_slug, entity_slug, po_pk, *args, **kwargs):
-        # kwargs["user_model"] = self.request.user
-        # Get user information for logging
-        user_username = request.user.username if request.user.is_authenticated else 'anonymous'
-
-        dealer = get_object_or_404(models.Dealer, slug=dealer_slug)
-        kwargs["user_model"] = dealer.entity.admin
-        if not self.action_name:
-            raise ImproperlyConfigured("View attribute action_name is required.")
-        response = super(BasePurchaseOrderActionActionView, self).get(
-            request, dealer_slug, entity_slug, po_pk, *args, **kwargs
-        )
-        po_model: PurchaseOrderModel = self.get_object()
-
-         # Log the attempt to perform the action
-        logger.debug(
-            f"User {user_username}  attempting to call action '{self.action_name}' "
-            f"on Purchase Order ID: {po_model.pk} (Entity: {entity_slug})."
-        )
-        try:
-            getattr(po_model, self.action_name)(commit=self.commit, **kwargs)
-            # --- Single-line log for successful action ---
-            logger.info(
-                f"User {user_username}  successfully executed action '{self.action_name}' "
-                f"on Purchase Order ID: {po_model.pk}."
-            )
-            messages.add_message(
-                request,
-                message="PO updated successfully.",
-                level=messages.SUCCESS,
-            )
-        except ValidationError as e:
-             # --- Single-line log for ValidationError ---
-            logger.warning(
-                f"User {user_username}  encountered a validation error "
-                f"while performing action '{self.action_name}' on Purchase Order ID: {po_model.pk}. "
-                f"Error: {e}"
-            )
-            print(e)
-        return response
-
 
 class PurchaseOrderModelDeleteView(PurchaseOrderModelDeleteViewBase):
     template_name = "purchase_orders/po_delete.html"
@@ -10178,16 +9984,7 @@ class PurchaseOrderMarkAsVoidView(BasePurchaseOrderActionActionView):
 
 ##############################bil
 class BaseBillActionView(BaseBillActionViewBase):
-    def get_redirect_url(self, dealer_slug, entity_slug, bill_pk, *args, **kwargs):
+    pass
-        return reverse(
-            "bill-update",
-            kwargs={
-                "dealer_slug": self.kwargs["dealer_slug"],
-                "entity_slug": entity_slug,
-                "bill_pk": bill_pk,
-            },
-        )
-
 
 class BillModelActionMarkAsDraftView(BaseBillActionView):
     action_name = "mark_as_draft"
@@ -10388,6 +10185,9 @@ def upload_cars(request, dealer_slug, pk=None):
                 logger.info(
                     f"User {user_username}  updated PoItemsUploaded status to 'uploaded' for Item PK: {item.pk}."
                 )
+                return redirect(
+                    "inventory_stats",kwargs={"dealer_slug": dealer_slug}
+                )
             # --- Log for successful CSV import and car creation ---
             logger.info(
                 f"User {user_username}  successfully imported {cars_created} cars "

templates/bill/includes/card_bill.html

@@ -68,7 +68,7 @@
                            class="btn btn-sm btn-phoenix-warning me-md-2">
                             {% trans 'Update' %}
                         </a>
-                       
+
                         {% if bill.can_pay %}
 
                             <button onclick="djLedger.toggleModal('{{ bill.get_html_id }}')"

templates/components/note_modal.html

@@ -0,0 +1,30 @@
+{% load i18n crispy_forms_tags %}
+<div class="modal fade" id="noteModal" tabindex="-1" aria-labelledby="noteModalLabel" aria-hidden="true">
+    <div class="modal-dialog modal-md">
+    <div class="modal-content">
+        <div class="modal-header justify-content-between align-items-start gap-5 px-4 pt-4 pb-3 border-0">
+        <h4 class="modal-title" id="noteModalLabel">{% trans 'Note' %}</h4>
+        <button class="btn p-0 text-body-quaternary fs-6" data-bs-dismiss="modal" aria-label="Close">
+            <span class="fas fa-times"></span>
+        </button>
+        </div>
+        <div class="modal-body">
+        <form action="{% url 'add_note' request.dealer.slug content_type slug %}" method="post" class="add_note_form">
+            {% csrf_token %}
+            {{ note_form|crispy }}
+            <button type="submit" class="btn btn-phoenix-success w-100">{% trans 'Save' %}</button>
+        </form>
+        </div>
+    </div>
+    </div>
+</div>
+
+<script>
+    function updateNote(e) {
+      let url = e.getAttribute('data-url')
+      let note = e.getAttribute('data-note')
+      document.querySelector('#id_note').value = note
+      let form = document.querySelector('.add_note_form')
+      form.action = url
+    }
+</script>

templates/components/schedule_modal.html

@@ -0,0 +1,20 @@
+{% load i18n crispy_forms_filters %}
+<div class="modal fade" id="scheduleModal" tabindex="-1" aria-labelledby="taskModalLabel" aria-hidden="true">
+  <div class="modal-dialog modal-md">
+    <div class="modal-content">
+      <div class="modal-header justify-content-between align-items-start gap-5 px-4 pt-4 pb-3 border-0">
+        <h4 class="modal-title" id="taskModalLabel">{% trans 'Schedule' %}</h4>
+        <button class="btn p-0 text-body-quaternary fs-6" data-bs-dismiss="modal" aria-label="Close">
+          <span class="fas fa-times"></span>
+        </button>
+      </div>
+      <div class="modal-body">
+        <form action="{% url 'schedule_lead' request.dealer.slug content_type slug %}" method="post" class="add_schedule_form">
+          {% csrf_token %}
+          {{ schedule_form|crispy }}
+          <button type="submit" class="btn btn-phoenix-success w-100">{% trans 'Save' %}</button>
+        </form>
+      </div>
+    </div>
+  </div>
+</div>

templates/components/task_modal.html

@@ -1,5 +1,11 @@
 {% load static i18n crispy_forms_tags %}
 <!-- task Modal -->
+<style>
+    .completed-task {
+      text-decoration: line-through;
+      opacity: 0.7;
+    }
+</style>
 <div class="modal fade" id="taskModal" tabindex="-1" aria-labelledby="taskModalLabel" aria-hidden="true">
   <div class="modal-dialog modal-md">
     <div class="modal-content">

templates/crm/leads/lead_detail.html

@@ -7,10 +7,6 @@
     .main-tab li:last-child {
       margin-left: auto;
     }
-    .completed-task {
-      text-decoration: line-through;
-      opacity: 0.7;
-    }
     .kanban-header {
       position: relative;
       background-color:rgb(237, 241, 245);
@@ -109,7 +105,7 @@
                   <h5 class="fw-bolder mb-2 text-body-highlight">{{ _("Related Records") }}</h5>
                   <h6 class="fw-bolder mb-2 text-body-highlight">{{ _("Opportunity") }}</h6>
                   {% if lead.opportunity %}
-                    <a href="{% url 'opportunity_detail' lead.opportunity.slug %}" class="">{{ lead.opportunity }}</a>
+                    <a href="{% url 'opportunity_detail' request.dealer.slug lead.opportunity.slug %}" class="">{{ lead.opportunity }}</a>
                   {% else %}
                     <p>{{ _("No Opportunity") }}</p>
                   {% endif %}
@@ -167,14 +163,16 @@
         <div class="kanban-header bg-secondary w-50 text-white fw-bold"><i class="fa-solid fa-circle-info me-2"></i>{{lead.next_action|capfirst}}  <br> &nbsp; <small>{% trans "Next Action" %} :</small>&nbsp; <small>{{lead.next_action_date|naturalday|capfirst}}</small></div>
       </div>
       <ul class="nav main-tab nav-underline fs-9 deal-details scrollbar flex-nowrap w-100 pb-1 mb-6 justify-content-end mt-5" id="myTab" role="tablist" style="overflow-y: hidden;">
-        <li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link active" id="opportunity-tab" data-bs-toggle="tab" href="#tab-opportunity" role="tab" aria-controls="tab-opportunity" aria-selected="false" tabindex="-1"> <span class="fa-solid fa-chart-line me-2 tab-icon-color fs-8"></span>{{ _("Opportunities") }}</a></li>
+          <li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link active" id="tasks-tab" data-bs-toggle="tab" href="#tab-tasks" role="tab" aria-controls="tab-tasks" aria-selected="true"> <span class="fa-solid fa-envelope me-2 tab-icon-color fs-8"></span>{{ _("Tasks") }}</a></li>
-        <li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link" id="activity-tab" data-bs-toggle="tab" href="#tab-activity" role="tab" aria-controls="tab-activity" aria-selected="false" tabindex="-1"> <span class="fa-solid fa-chart-line me-2 tab-icon-color fs-8"></span>{{ _("Activity") }}</a></li>
+          <li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link" id="notes-tab" data-bs-toggle="tab" href="#tab-notes" role="tab" aria-controls="tab-notes" aria-selected="false" tabindex="-1"> <span class="fa-solid fa-clipboard me-2 tab-icon-color fs-8"></span>{{ _("Notes") }}</a></li>
-        <li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link" id="notes-tab" data-bs-toggle="tab" href="#tab-notes" role="tab" aria-controls="tab-notes" aria-selected="false" tabindex="-1"> <span class="fa-solid fa-clipboard me-2 tab-icon-color fs-8"></span>{{ _("Notes") }}</a></li>
+          <li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link" id="emails-tab" data-bs-toggle="tab" href="#tab-emails" role="tab" aria-controls="tab-emails" aria-selected="true"> <span class="fa-solid fa-envelope me-2 tab-icon-color fs-8"></span>{{ _("Emails") }}</a></li>
-        <li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link" id="emails-tab" data-bs-toggle="tab" href="#tab-emails" role="tab" aria-controls="tab-emails" aria-selected="true"> <span class="fa-solid fa-envelope me-2 tab-icon-color fs-8"></span>{{ _("Emails") }}</a></li>
+          <li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link" id="activity-tab" data-bs-toggle="tab" href="#tab-activity" role="tab" aria-controls="tab-activity" aria-selected="false" tabindex="-1"> <span class="fa-solid fa-chart-line me-2 tab-icon-color fs-8"></span>{{ _("Activity") }}</a></li>
-        <li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link" id="tasks-tab" data-bs-toggle="tab" href="#tab-tasks" role="tab" aria-controls="tab-tasks" aria-selected="true"> <span class="fa-solid fa-envelope me-2 tab-icon-color fs-8"></span>{{ _("Tasks") }}</a></li>
+          <li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link" id="opportunity-tab" data-bs-toggle="tab" href="#tab-opportunity" role="tab" aria-controls="tab-opportunity" aria-selected="false" tabindex="-1"> <span class="fa-solid fa-chart-line me-2 tab-icon-color fs-8"></span>{{ _("Opportunities") }}</a></li>
        {% if perms.inventory.change_lead%}
         <li class="nav-item text-nowrap ml-auto" role="presentation">
-          <button class="btn btn-phoenix-primary btn-sm" type="button" data-bs-toggle="modal" data-bs-target="#exampleModal"> <i class="fa-solid fa-user-plus me-2"></i> Reassign Lead</button>
+          {% if perms.inventory.can_reassign_lead %}
+            <button class="btn btn-phoenix-primary btn-sm" type="button" data-bs-toggle="modal" data-bs-target="#exampleModal"> <i class="fa-solid fa-user-plus me-2"></i> Reassign Lead</button>
+          {% endif %}
           <button class="btn btn-phoenix-primary btn-sm" onclick="openActionModal('{{ lead.id }}', '{{ lead.action }}', '{{ lead.next_action }}', '{{ lead.next_action_date|date:"Y-m-d\TH:i" }}')">
             <i class="fa-solid fa-user-plus me-2"></i>
             {% trans "Update Actions" %}
@@ -221,6 +219,10 @@
                           <div class="icon-item icon-item-md rounded-7 border border-translucent">
                             {% if activity.activity_type == "call" %}
                               <span class="fa-solid fa-phone text-warning fs-8"></span>
+                            {% elif activity.activity_type == "note" %}
+                              <span class="fa-regular fa-sticky-note text-info-light fs-8"></span>
+                            {% elif activity.activity_type == "task" %}
+                              <span class="fa-solid fa-list-check text-success fs-8"></span>
                             {% elif activity.activity_type == "email" %}
                               <span class="fa-solid fa-envelope text-info-light fs-8"></span>
                             {% elif activity.activity_type == "visit" %}
@@ -253,7 +255,7 @@
             </div>
           </div>
         </div>
-        <div class="tab-pane fade active show" id="tab-opportunity" role="tabpanel" aria-labelledby="opportunity-tab">
+        <div class="tab-pane fade" id="tab-opportunity" role="tabpanel" aria-labelledby="opportunity-tab">
           <div class="mb-1 d-flex justify-content-between align-items-center">
             <h3 class="mb-4" id="scrollspyTask">{{ _("Opportunities") }} <span class="fw-light fs-7">({{ lead.get_opportunities.count}})</span></h3>
             {% if perms.inventory.add_opportunity%}
@@ -301,8 +303,8 @@
                 <thead>
                   <tr>
                     <th class="align-middle pe-6 text-uppercase text-start" scope="col" style="width:40%;">{{ _("Note") }}</th>
-                    <th class="align-middle text-start text-uppercase" scope="col" style="width:20%;">{{ _("Created By")}}</th>
+                    <th class="align-middle text-start text-uppercase white-space-nowrap" scope="col" style="width:40%;">{{ _("Created On")}}</th>
-                    <th class="align-middle text-start text-uppercase white-space-nowrap" scope="col" style="width:20%;">{{ _("Created On")}}</th>
+                    <th class="align-middle text-start text-uppercase white-space-nowrap" scope="col" style="width:40%;">{{ _("Last Updated")}}</th>
                     <th class="align-middle pe-0 text-end" scope="col" style="width:10%;"> </th>
                   </tr>
                 </thead>
@@ -310,12 +312,8 @@
                   {% for note in notes %}
                     <tr class="hover-actions-trigger btn-reveal-trigger position-static">
                       <td class="align-middle  text-start fw-bold text-body-tertiary ps-1">{{note.note}}</td>
-                      {% if note.created_by.staff %}
-                        <td class="align-middle white-space-nowrap text-start white-space-nowrap">{{ note.created_by.staff.name }}</td>
-                      {% else %}
-                        <td class="align-middle white-space-nowrap text-start white-space-nowrap">{{ note.created_by.dealer.get_local_name|default:note.created_by.dealer.name }}</td>
-                      {% endif %}
                       <td class="align-middle text-body-tertiary text-start white-space-nowrap">{{ note.created|naturalday|capfirst }}</td>
+                      <td class="align-middle text-body-tertiary text-start white-space-nowrap">{{ note.updated|naturalday|capfirst }}</td>
                       <td class="align-middle text-end white-space-nowrap pe-0 action py-2">
                         {% if note.created_by == request.user %}
                           <a id="updateBtn"
@@ -446,7 +444,7 @@
                             </td>
                             <td class="sent align-middle white-space-nowrap text-start fw-bold text-body-tertiary py-2">{{email.from_email}}</td>
                             <td class="date align-middle white-space-nowrap text-body py-2">{{email.created}}</td>
-                            <td class="align-middle white-space-nowrap ps-3"><a class="text-body" href="{% url 'send_lead_email_with_template' lead.slug email.pk %}"><span class="fa-solid fa-email text-primary me-2"></span>Send</a></td>
+                            <td class="align-middle white-space-nowrap ps-3"><a class="text-body" href="{% url 'send_lead_email_with_template' request.dealer.slug lead.slug email.pk %}"><span class="fa-solid fa-email text-primary me-2"></span>Send</a></td>
                             <td class="status align-middle fw-semibold text-end py-2"><span class="badge badge-phoenix fs-10 badge-phoenix-warning">draft</span></td>
                           </tr>
                         {% endfor %}
@@ -469,7 +467,7 @@
           </div>
         </div>
 {% comment %}  {% endcomment %}
-        <div class="tab-pane fade" id="tab-tasks" role="tabpanel" aria-labelledby="tasks-tab">
+        <div class="tab-pane fade active show" id="tab-tasks" role="tabpanel" aria-labelledby="tasks-tab">
           <div class="mb-1 d-flex justify-content-between align-items-center">
             <h3 class="mb-0" id="scrollspyEmails">{{ _("Tasks") }}</h3>
             {% if perms.inventory.change_lead%}
@@ -533,60 +531,16 @@
           </div>
         </div> {% endcomment %}
 
-<!-- activity Modal -->
-        {% include "components/activity_modal.html" with content_type="lead" slug=lead.slug %}
 <!-- task Modal -->
-        <div class="modal fade" id="taskModal" tabindex="-1" aria-labelledby="taskModalLabel" aria-hidden="true">
+        {% include "components/task_modal.html" with content_type="lead" slug=lead.slug %}
-
-          <div class="modal-dialog modal-md">
-            <div class="modal-content">
-              <div class="modal-header justify-content-between align-items-start gap-5 px-4 pt-4 pb-3 border-0">
-                <h4 class="modal-title" id="taskModalLabel">{% trans 'Task' %}</h4>
-                <button class="btn p-0 text-body-quaternary fs-6" data-bs-dismiss="modal" aria-label="Close">
-                  <span class="fas fa-times"></span>
-                </button>
-              </div>
-              <div class="modal-body">
-                <form action="{% url 'add_task' request.dealer.slug 'lead' lead.slug %}" method="post" class="add_task_form">
-                  {% csrf_token %}
-                  {{ staff_task_form|crispy }}
-                  <button type="submit" class="btn btn-phoenix-success w-100">{% trans 'Save' %}</button>
-                </form>
-              </div>
-            </div>
-          </div>
-        </div>
 <!-- note Modal -->
-        <div class="modal fade" id="noteModal" tabindex="-1" aria-labelledby="noteModalLabel" aria-hidden="true">
+        {% include "components/note_modal.html" with content_type="lead" slug=lead.slug %}
-          <div class="modal-dialog modal-md">
+<!-- schedule Modal -->
-            <div class="modal-content">
+        {% include "components/schedule_modal.html" with content_type="lead" slug=lead.slug %}
-              <div class="modal-header justify-content-between align-items-start gap-5 px-4 pt-4 pb-3 border-0">
-                <h4 class="modal-title" id="noteModalLabel">{% trans 'Note' %}</h4>
-                <button class="btn p-0 text-body-quaternary fs-6" data-bs-dismiss="modal" aria-label="Close">
-                  <span class="fas fa-times"></span>
-                </button>
-              </div>
-              <div class="modal-body">
-                <form action="{% url 'add_note' request.dealer.slug 'lead' lead.slug %}" method="post" class="add_note_form">
-                  {% csrf_token %}
-                  {{ note_form|crispy }}
-                  <button type="submit" class="btn btn-phoenix-success w-100">{% trans 'Save' %}</button>
-                </form>
-              </div>
-            </div>
-          </div>
-        </div>
 {% endblock content %}
 
 {% block customJS %}
   <script>
-    function updateNote(e) {
-      let url = e.getAttribute('data-url')
-      let note = e.getAttribute('data-note')
-      document.querySelector('#id_note').value = note
-      let form = document.querySelector('.add_note_form')
-      form.action = url
-    }
     function reset_form() {
       document.querySelector('#id_note').value = ""
       let form = document.querySelector('.add_note_form')

templates/crm/leads/lead_list.html

@@ -129,50 +129,7 @@
                                             <td class="align-middle white-space-nowrap fw-semibold"><a class="text-body-highlight" href="">{{ lead.id_car_make.get_local_name }} - {{ lead.id_car_model.get_local_name }} {{ lead.year }}</a></td>
                                             <td class="align-middle white-space-nowrap fw-semibold"><a class="text-body-highlight" href="">{{ lead.email }}</a></td>
                                             <td class="align-middle white-space-nowrap fw-semibold"><a class="text-body-highlight" href="tel:{{ lead.phone_number }}">{{ lead.phone_number }}</a></td>
-                                            <td class="align-middle white-space-nowrap fw-semibold">
+
-                                                {% if request.user.staffmember.staff %}
-                                                    <div class="accordion" id="accordionExample">
-                                                        <div class="accordion-item">
-                                                            <h2 class="accordion-header" id="headingTwo">
-                                                                <button class="accordion-button collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#collapse{{lead.slug}}" aria-expanded="false" aria-controls="collapseTwo">
-                                                                    {{ _("View Schedules")}} ({{lead.get_latest_schedules.count}})
-                                                                </button>
-                                                            </h2>
-                                                            <div class="accordion-collapse collapse" id="collapse{{lead.slug}}" aria-labelledby="headingTwo" data-bs-parent="#accordionExample">
-                                                                <div class="accordion-body pt-0">
-                                                                    <div class="d-flex flex-column gap-2">
-                                                                        <table><tbody>
-                                                                            {% for schedule in lead.get_latest_schedules %}
-                                                                                <tr class="schedule-{{ schedule.pk }}">
-                                                                                    <td class="align-middle white-space-nowrap">
-                                                                                        {% if schedule.scheduled_type == "call" %}
-                                                                                            <a href="{% url 'appointment:get_user_appointments' %}">
-                                                                                                <span class="badge badge-phoenix badge-phoenix-primary text-primary {% if schedule.schedule_past_date %}badge-phoenix-danger text-danger{% endif %} fw-semibold"><span class="text-primary {% if schedule.schedule_past_date %}text-danger{% endif %}" data-feather="phone"></span>
-                                                                                                    {{ schedule.scheduled_at|naturaltime|capfirst }}</span></a>
-                                                                                        {% elif schedule.scheduled_type == "meeting" %}
-                                                                                            <a href="{% url 'appointment:get_user_appointments' %}">
-                                                                                                <span class="badge badge-phoenix badge-phoenix-success text-success fw-semibold"><span class="text-success" data-feather="calendar"></span>
-                                                                                                    {{ schedule.scheduled_at|naturaltime|capfirst }}</span></a>
-                                                                                        {% elif schedule.scheduled_type == "email" %}
-                                                                                            <a href="{% url 'appointment:get_user_appointments' %}">
-                                                                                                <span class="badge badge-phoenix badge-phoenix-warning text-warning fw-semibold"><span class="text-warning" data-feather="email"></span>
-                                                                                                    {{ schedule.scheduled_at|naturaltime|capfirst }}</span></a>
-                                                                                        {% endif %}
-                                                                                    </td>
-                                                                                    <td>
-                                                                                        <a style="cursor: pointer;" hx-delete="{% url 'schedule_cancel' schedule.pk %}" hx-target=".schedule-{{ schedule.pk }}" hx-confirm="Are you sure you want to cancel this schedule?"><i class="fa-solid fa-ban text-danger"></i></a>
-                                                                                    </td>
-                                                                            {% endfor %}
-                                                                        </tr>
-                                                                            <tr><td><small><a href="{% url 'appointment:get_user_appointments' %}">View All ...</a></small></td></tr>
-                                                                        </tbody></table>
-                                                                </div>
-                                                            </div>
-                                                        </div>
-                                                    </div>
-                                                    </div>
-                                                {% endif %}
-                                            </td>
                                             <td class="align-middle white-space-nowrap text-body-tertiary text-opacity-85 fw-semibold text-body-highlight">{{ lead.get_status|upper }}</td>
                                             <td class="align-middle white-space-nowrap text-body-tertiary text-opacity-85 fw-semibold text-body-highlight">{{ lead.staff|upper }}</td>
                             {% comment %} <td class="align-middle white-space-nowrap text-body-tertiary text-opacity-85 fw-semibold text-body-highlight">
@@ -216,8 +173,6 @@
                                                             <button class="dropdown-item text-primary" onclick="openActionModal('{{ lead.pk }}', '{{ lead.action }}', '{{ lead.next_action }}', '{{ lead.next_action_date|date:"Y-m-d\TH:i" }}')">
                                                                 {% trans "Update Actions" %}
                                                             </button>
-                                                            <a href="{% url 'send_lead_email' request.dealer.slug lead.slug %}" class="dropdown-item text-success-dark">{% trans "Send Email" %}</a>
-                                                            <a href="{% url 'schedule_lead' request.dealer.slug lead.slug %}" class="dropdown-item text-success-dark">{% trans "Schedule Event" %}</a>
                                                             {% endif %}
                                                             {% if not lead.opportunity %}
                                                                 {% if  perms.inventory.add_opportunity%}
@@ -257,8 +212,6 @@
             </div>
         </div>
     </div>
-
-
 {% endblock %}
 
 {% block customJS %}

templates/crm/leads/lead_tracking.html

@@ -93,7 +93,7 @@
             <div class="kanban-column bg-body">
               <div class="kanban-header opacity-75"><span class="text-body">{{ _("Follow Ups")}} ({{follow_up|length}})</span></div>
               {% for lead in follow_up %}
-                <a href="{% url 'lead_detail' lead.slug %}">
+                <a href="{% url 'lead_detail' request.dealer.slug lead.slug %}">
                   <div class="lead-card">
                     <strong>{{lead.full_name|capfirst}}</strong><br>
                     <small>{{lead.email}}</small><br>
@@ -109,7 +109,7 @@
             <div class="kanban-column bg-body">
               <div class="kanban-header opacity-75"><span class="text-body">{{ _("Negotiation Ups")}} ({{follow_up|length}})</span></div>
               {% for lead in negotiation %}
-                <a href="{% url 'lead_detail' lead.slug %}">
+                <a href="{% url 'lead_detail' request.dealer.slug lead.slug %}">
                   <div class="lead-card">
                     <strong>{{lead.full_name|capfirst}}</strong><br>
                     <small>{{lead.email}}</small><br>
@@ -125,7 +125,7 @@
             <div class="kanban-column bg-body">
               <div class="kanban-header bg-success-light opacity-75"><span class="text-body">{{ _("Won") }} ({{won|length}}) ({{follow_up|length}})</span></div>
               {% for lead in won %}
-                <a href="{% url 'lead_detail' lead.slug %}">
+                <a href="{% url 'lead_detail' request.dealer.slug lead.slug %}">
                   <div class="lead-card">
                     <strong>{{lead.full_name|capfirst}}</strong><br>
                     <small>{{lead.email}}</small><br>
@@ -141,7 +141,7 @@
             <div class="kanban-column bg-body">
               <div class="kanban-header bg-danger-light opacity-75">{{ _("Lost") }} ({{lose|length}})</div>
               {% for lead in lose %}
-                <a href="{% url 'lead_detail' lead.slug %}">
+                <a href="{% url 'lead_detail' request.dealer.slug lead.slug %}">
                   <div class="lead-card">
                     <strong>{{lead.full_name|capfirst}}</strong><br>
                     <small>{{lead.email}}</small><br>
@@ -151,7 +151,6 @@
               {% endfor %}
             </div>
           </div>
-
         </div>
       </div>
     </div>

templates/crm/opportunities/opportunity_detail.html

@@ -333,74 +333,118 @@
       </div>
     </div>
     <ul class="nav nav-underline fs-9 deal-details scrollbar flex-nowrap w-100 pb-1 mb-6" id="myTab" role="tablist" style="overflow-y: hidden;">
-      <li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link active" id="activity-tab" data-bs-toggle="tab" href="#tab-activity" role="tab" aria-controls="tab-activity" aria-selected="false" tabindex="-1"> <span class="fa-solid fa-chart-line me-2 tab-icon-color"></span>{{ _("Activity") }}</a></li>
+        <li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link active" id="tasks-tab" data-bs-toggle="tab" href="#tab-tasks" role="tab" aria-controls="tab-tasks" aria-selected="true"> <span class="fa-solid fa-envelope me-2 tab-icon-color fs-8"></span>{{ _("Tasks") }}</a></li>
-      <li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link" id="notes-tab" data-bs-toggle="tab" href="#tab-notes" role="tab" aria-controls="tab-notes" aria-selected="false" tabindex="-1"> <span class="fa-solid fa-clipboard me-2 tab-icon-color"></span>{{ _("Notes") }}</a></li>
+        <li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link" id="notes-tab" data-bs-toggle="tab" href="#tab-notes" role="tab" aria-controls="tab-notes" aria-selected="false" tabindex="-1"> <span class="fa-solid fa-clipboard me-2 tab-icon-color"></span>{{ _("Notes") }}</a></li>
-      <li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link" id="meeting-tab" data-bs-toggle="tab" href="#tab-meeting" role="tab" aria-controls="tab-meeting" aria-selected="true"> <span class="fa-solid fa-video me-2 tab-icon-color"></span>{{ _("Meetings") }}</a></li>
+        {% comment %} <li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link" id="meeting-tab" data-bs-toggle="tab" href="#tab-meeting" role="tab" aria-controls="tab-meeting" aria-selected="true"> <span class="fa-solid fa-video me-2 tab-icon-color"></span>{{ _("Meetings") }}</a></li> {% endcomment %}
         {% comment %} <li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link" id="task-tab" data-bs-toggle="tab" href="#tab-task" role="tab" aria-controls="tab-task" aria-selected="true"> <span class="fa-solid fa-square-check me-2 tab-icon-color"></span>Task</a></li> {% endcomment %}
-      <li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link" id="call-tab" data-bs-toggle="tab" href="#tab-call" role="tab" aria-controls="tab-call" aria-selected="true"> <span class="fa-solid fa-phone me-2 tab-icon-color"></span>{{ _("Calls") }}</a></li>
+        {% comment %} <li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link" id="call-tab" data-bs-toggle="tab" href="#tab-call" role="tab" aria-controls="tab-call" aria-selected="true"> <span class="fa-solid fa-phone me-2 tab-icon-color"></span>{{ _("Calls") }}</a></li> {% endcomment %}
-      <li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link" id="emails-tab" data-bs-toggle="tab" href="#tab-emails" role="tab" aria-controls="tab-emails" aria-selected="true"> <span class="fa-solid fa-envelope me-2 tab-icon-color"></span>{{ _("Emails")}} </a></li>
+        <li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link" id="emails-tab" data-bs-toggle="tab" href="#tab-emails" role="tab" aria-controls="tab-emails" aria-selected="true"> <span class="fa-solid fa-envelope me-2 tab-icon-color"></span>{{ _("Emails")}} </a></li>
-      <li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link" id="tasks-tab" data-bs-toggle="tab" href="#tab-tasks" role="tab" aria-controls="tab-tasks" aria-selected="true"> <span class="fa-solid fa-envelope me-2 tab-icon-color fs-8"></span>{{ _("Tasks") }}</a></li>
+        <li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link" id="activity-tab" data-bs-toggle="tab" href="#tab-activity" role="tab" aria-controls="tab-activity" aria-selected="false" tabindex="-1"> <span class="fa-solid fa-chart-line me-2 tab-icon-color"></span>{{ _("Activity") }}</a></li>
 
         {% comment %} <li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link" id="attachments-tab" data-bs-toggle="tab" href="#tab-attachments" role="tab" aria-controls="tab-attachments" aria-selected="true"> <span class="fa-solid fa-paperclip me-2 tab-icon-color"></span>Attachments</a></li> {% endcomment %}
     </ul>
     <div class="tab-content" id="myTabContent">
-      <div class="tab-pane fade active show" id="tab-activity" role="tabpanel" aria-labelledby="activity-tab">
+        <div class="tab-pane fade active show" id="tab-tasks" role="tabpanel" aria-labelledby="tasks-tab">
-        <h2 class="mb-4">Activity</h2>
+        <div class="mb-1 d-flex justify-content-between align-items-center">
-        <div class="row align-items-center g-3 justify-content-between justify-content-start">
+          <h3 class="mb-0" id="scrollspyEmails">{{ _("Tasks") }}</h3>
-          <div class="col-12 col-sm-auto">
+          {% if perms.inventory.change_opportunity%}
-            <div class="search-box mb-2 mb-sm-0">
+          <button class="btn btn-phoenix-primary btn-sm" type="button" data-bs-toggle="modal" data-bs-target="#taskModal"><span class="fas fa-plus me-1"></span>{{ _("Add Task") }}</button>
-              <form class="position-relative">
+           {% endif %}
-                <input class="form-control search-input search" type="search" placeholder="Search Activity" aria-label="Search" />
-                <span class="fas fa-search search-box-icon"></span>
-
-              </form>
-            </div>
-          </div>
-          {%if perms.inventory.change_opportunity%}
-          <div class="col-auto">
-            <button class="btn btn-phoenix-primary btn-sm" type="button" data-bs-toggle="modal" data-bs-target="#activityModal"><span class="fas fa-plus me-1"></span>{{ _("Add Activity") }}</button>
-          </div>
-          {% endif %}
         </div>
-        {% for activity in opportunity.get_activities %}
+        <div>
-          <div class="border-bottom border-translucent py-4">
+
-            <div class="d-flex">
+          <div class="border-top border-bottom border-translucent" id="allEmailsTable" data-list='{"valueNames":["subject","sent","date","source","status"],"page":7,"pagination":true}'>
-              <div class="d-flex bg-primary-subtle rounded-circle flex-center me-3 bg-primary-subtle" style="width:25px; height:25px">
+            <div class="table-responsive scrollbar mx-n1 px-1">
-                {% if activity.activity_type == "call" %}
+              <table class="table fs-9 mb-0">
-                  <span class="fa-solid fa-phone text-warning fs-8"></span>
+                <thead>
-                {% elif activity.activity_type == "email" %}
+                  <tr>
-                  <span class="fa-solid fa-envelope text-info-light fs-8"></span>
+                    <th class="white-space-nowrap fs-9 align-middle ps-0" style="width:26px;">
-                {% elif activity.activity_type == "meeting" %}
+                      <div class="form-check mb-0 fs-8">
-                  <span class="fa-solid fa-users text-danger fs-8"></span>
+                        <input class="form-check-input" type="checkbox" data-bulk-select='{"body":"all-email-table-body"}' />
-                {% elif activity.activity_type == "whatsapp" %}
+                      </div>
-                  <span class="fab fa-whatsapp text-success-dark fs-7"></span>
+                    </th>
-                {% endif %}
+                    <th class="sort white-space-nowrap align-middle pe-3 ps-0 text-uppercase" scope="col" data-sort="subject" style="width:31%; min-width:350px">Title</th>
+                    <th class="sort align-middle pe-3 text-uppercase" scope="col" data-sort="sent" style="width:15%; min-width:130px">Assigned to</th>
+                    <th class="sort align-middle text-start text-uppercase" scope="col" data-sort="date" style="min-width:165px">Due Date</th>
+                    <th class="sort align-middle text-start text-uppercase" scope="col" data-sort="date" style="min-width:165px">Completed</th>
+                  </tr>
+                </thead>
+                <tbody class="list" id="all-tasks-table-body">
+                  {% for task in opportunity.get_tasks %}
+                    {% include "partials/task.html" %}
+                  {% endfor %}
+                </tbody>
+              </table>
+            </div>
+            <div class="row align-items-center justify-content-between py-2 pe-0 fs-9">
+              <div class="col-auto 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="flex-1">
+              <div class="col-auto d-flex">
-                <div class="d-flex justify-content-between flex-column flex-xl-row mb-2 mb-sm-0">
+                <button class="page-link" data-list-pagination="prev"><span class="fas fa-chevron-left"></span></button>
-                  <div class="flex-1 me-2">
+                <ul class="mb-0 pagination"></ul>
-                    <h5 class="text-body-highlight lh-sm"></h5>
+                <button class="page-link pe-0" data-list-pagination="next"><span class="fas fa-chevron-right"></span></button>
-                    <p class="fs-9 mb-0">{{activity.notes}}</p>
-                  </div>
-                </div>
-                <div class="d-flex justify-content-between flex-column flex-xl-row mb-2 mb-sm-0">
-                  <div class="flex-1 me-2">
-                    <h5 class="text-body-highlight lh-sm"></h5>
-                    {% if request.user.email == activity.created_by %}
-                      <p class="fs-9 mb-0">by <a class="ms-1" href="#!">You</a></p>
-                    {% else %}
-                      <p class="fs-9 mb-0">by<a class="ms-1" href="#!">{{activity.created_by}}</a></p>
-                    {% endif %}
-                  </div>
-                  <div class="fs-9"><span class="fa-regular fa-calendar-days text-primary me-2"></span><span class="fw-semibold">{{activity.created|naturalday|capfirst}}</span></div>
-                </div>
-                <p class="fs-9 mb-0"></p>
               </div>
             </div>
           </div>
-        {% endfor %}
+        </div>
+
       </div>
       <div class="tab-pane fade" id="tab-notes" role="tabpanel" aria-labelledby="notes-tab">
+          <div class="mb-1 d-flex align-items-center justify-content-between">
+            <h3 class="mb-4" id="scrollspyNotes">{{ _("Notes") }}</h3>
+            {% if perms.inventory.change_lead%}
+            <button class="btn btn-phoenix-primary btn-sm" type="button" onclick="reset_form()" data-bs-toggle="modal" data-bs-target="#noteModal"><span class="fas fa-plus me-1"></span>{{ _("Add Note") }}</button>
+             {% endif %}
+          </div>
+
+          <div class="border-top border-bottom border-translucent" id="leadDetailsTable">
+            <div class="table-responsive scrollbar mx-n1 px-1">
+              <table class="table fs-9 mb-0">
+                <thead>
+                  <tr>
+                    <th class="align-middle pe-6 text-uppercase text-start" scope="col" style="width:40%;">{{ _("Note") }}</th>
+                    <th class="align-middle text-start text-uppercase white-space-nowrap" scope="col" style="width:40%;">{{ _("Created On")}}</th>
+                    <th class="align-middle text-start text-uppercase white-space-nowrap" scope="col" style="width:40%;">{{ _("Last Updated")}}</th>
+                    <th class="align-middle pe-0 text-end" scope="col" style="width:10%;"> </th>
+                  </tr>
+                </thead>
+                <tbody >
+                  {% for note in opportunity.get_notes %}
+                    <tr class="hover-actions-trigger btn-reveal-trigger position-static">
+                      <td class="align-middle  text-start fw-bold text-body-tertiary ps-1">{{note.note}}</td>
+                      <td class="align-middle text-body-tertiary text-start white-space-nowrap">{{ note.created|naturalday|capfirst }}</td>
+                      <td class="align-middle text-body-tertiary text-start white-space-nowrap">{{ note.updated|naturalday|capfirst }}</td>
+                      <td class="align-middle text-end white-space-nowrap pe-0 action py-2">
+                        {% if note.created_by == request.user %}
+                          <a id="updateBtn"
+                             href="#"
+                             onclick="updateNote(this)"
+                             class="btn btn-sm btn-phoenix-primary me-2"
+                             data-pk="{{ note.pk }}"
+                             data-note="{{ note.note|escapejs }}"
+                             data-url="{% url 'update_note' request.dealer.slug note.pk %}"
+                             data-bs-toggle="modal"
+                             data-bs-target="#noteModal"
+                             data-note-title="{{ _('Update') }}<i class='fas fa-pen-square text-primary ms-2'></i>">
+                            {{ _("Update") }}
+                          </a>
+                          <button class="btn btn-phoenix-danger btn-sm delete-btn"
+                                  data-url="{% url 'delete_note_to_lead' request.dealer.slug note.pk %}"
+                                  data-message="Are you sure you want to delete this note?"
+                                  data-bs-toggle="modal" data-bs-target="#deleteModal">
+                            <i class="fas fa-trash"></i>
+                          </button>
+                        {% endif %}
+                      </td>
+                    </tr>
+                  {% endfor %}
+                </tbody>
+              </table>
+            </div>
+          </div>
+        </div>
+      {% comment %} <div class="tab-pane fade" id="tab-notes" role="tabpanel" aria-labelledby="notes-tab">
         <h2 class="mb-4">Notes</h2>
         {%if perms.inventory.change_opportunity%}
         <form action="{% url 'add_note_to_opportunity' request.dealer.slug opportunity.slug %}" method="post">
@@ -422,8 +466,8 @@
             {% endfor %}
           </div>
         </div>
-      </div>
+      </div> {% endcomment %}
-      <div class="tab-pane fade" id="tab-meeting" role="tabpanel" aria-labelledby="meeting-tab">
+      {% comment %} <div class="tab-pane fade" id="tab-meeting" role="tabpanel" aria-labelledby="meeting-tab">
         <h2 class="mb-4">Meeting</h2>
         <div class="row align-items-center g-2 flex-wrap justify-content-start mb-3">
           <div class="col-12 col-sm-auto">
@@ -461,9 +505,9 @@
             </div>
           {% endfor %}
         </div>
-      </div>
+      </div> {% endcomment %}
 
-      <div class="tab-pane fade" id="tab-call" role="tabpanel" aria-labelledby="call-tab">
+      {% comment %} <div class="tab-pane fade" id="tab-call" role="tabpanel" aria-labelledby="call-tab">
         <div class="row align-items-center gx-4 gy-3 flex-wrap mb-3">
           <div class="col-auto d-flex flex-1">
             <h2 class="mb-0">Call</h2>
@@ -516,7 +560,7 @@
             </div>
           </div>
         </div>
-      </div>
+      </div> {% endcomment %}
       <div class="tab-pane fade" id="tab-emails" role="tabpanel" aria-labelledby="emails-tab">
         <h2 class="mb-4">Emails</h2>
         {% if perms.inventory.change_opportunity%}
@@ -595,52 +639,7 @@
           </div>
         </div>
       </div>
-      <div class="tab-pane fade" id="tab-tasks" role="tabpanel" aria-labelledby="tasks-tab">
-        <div class="mb-1 d-flex justify-content-between align-items-center">
-          <h3 class="mb-0" id="scrollspyEmails">{{ _("Tasks") }}</h3>
-          {% if perms.inventory.change_opportunity%}
-          <button class="btn btn-phoenix-primary btn-sm" type="button" data-bs-toggle="modal" data-bs-target="#taskModal"><span class="fas fa-plus me-1"></span>{{ _("Add Task") }}</button>
-           {% endif %}
-        </div>
-        <div>
 
-          <div class="border-top border-bottom border-translucent" id="allEmailsTable" data-list='{"valueNames":["subject","sent","date","source","status"],"page":7,"pagination":true}'>
-            <div class="table-responsive scrollbar mx-n1 px-1">
-              <table class="table fs-9 mb-0">
-                <thead>
-                  <tr>
-                    <th class="white-space-nowrap fs-9 align-middle ps-0" style="width:26px;">
-                      <div class="form-check mb-0 fs-8">
-                        <input class="form-check-input" type="checkbox" data-bulk-select='{"body":"all-email-table-body"}' />
-                      </div>
-                    </th>
-                    <th class="sort white-space-nowrap align-middle pe-3 ps-0 text-uppercase" scope="col" data-sort="subject" style="width:31%; min-width:350px">Title</th>
-                    <th class="sort align-middle pe-3 text-uppercase" scope="col" data-sort="sent" style="width:15%; min-width:130px">Assigned to</th>
-                    <th class="sort align-middle text-start text-uppercase" scope="col" data-sort="date" style="min-width:165px">Due Date</th>
-                    <th class="sort align-middle text-start text-uppercase" scope="col" data-sort="date" style="min-width:165px">Completed</th>
-                  </tr>
-                </thead>
-                <tbody class="list" id="all-tasks-table-body">
-                  {% for task in opportunity.get_tasks %}
-                    {% include "partials/task.html" %}
-                  {% endfor %}
-                </tbody>
-              </table>
-            </div>
-            <div class="row align-items-center justify-content-between py-2 pe-0 fs-9">
-              <div class="col-auto 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="col-auto d-flex">
-                <button class="page-link" data-list-pagination="prev"><span class="fas fa-chevron-left"></span></button>
-                <ul class="mb-0 pagination"></ul>
-                <button class="page-link pe-0" data-list-pagination="next"><span class="fas fa-chevron-right"></span></button>
-              </div>
-            </div>
-          </div>
-        </div>
-
-      </div>
       <div class="tab-pane fade" id="tab-attachments" role="tabpanel" aria-labelledby="attachments-tab">
         <h2 class="mb-3">Attachments</h2>
         <div class="border-top border-dashed pt-3 pb-4">
@@ -684,9 +683,73 @@
           </div>
         </div>
       </div>
+      <div class="tab-pane fade" id="tab-activity" role="tabpanel" aria-labelledby="activity-tab">
+        <h2 class="mb-4">Activity</h2>
+        <div class="row align-items-center g-3 justify-content-between justify-content-start">
+          <div class="col-12 col-sm-auto">
+            <div class="search-box mb-2 mb-sm-0">
+              <form class="position-relative">
+                <input class="form-control search-input search" type="search" placeholder="Search Activity" aria-label="Search" />
+                <span class="fas fa-search search-box-icon"></span>
+
+              </form>
+            </div>
+          </div>
+          {%if perms.inventory.change_opportunity%}
+          <div class="col-auto">
+            <button class="btn btn-phoenix-primary btn-sm" type="button" data-bs-toggle="modal" data-bs-target="#activityModal"><span class="fas fa-plus me-1"></span>{{ _("Add Activity") }}</button>
+          </div>
+          {% endif %}
+        </div>
+        {% for activity in opportunity.get_activities %}
+          <div class="border-bottom border-translucent py-4">
+            <div class="d-flex">
+              <div class="d-flex bg-primary-subtle rounded-circle flex-center me-3 bg-primary-subtle" style="width:25px; height:25px">
+                {% if activity.activity_type == "call" %}
+                  <span class="fa-solid fa-phone text-warning fs-8"></span>
+                {% elif activity.activity_type == "email" %}
+                  <span class="fa-solid fa-envelope text-info-light fs-8"></span>
+                  {% elif activity.activity_type == "note" %}
+                <span class="fa-regular fa-sticky-note text-info-light fs-8"></span>
+            {% elif activity.activity_type == "task" %}
+                <span class="fa-solid fa-list-check text-success fs-8"></span>
+                {% elif activity.activity_type == "meeting" %}
+                  <span class="fa-solid fa-users text-danger fs-8"></span>
+                {% elif activity.activity_type == "whatsapp" %}
+                  <span class="fab fa-whatsapp text-success-dark fs-7"></span>
+                {% endif %}
+              </div>
+              <div class="flex-1">
+                <div class="d-flex justify-content-between flex-column flex-xl-row mb-2 mb-sm-0">
+                  <div class="flex-1 me-2">
+                    <h5 class="text-body-highlight lh-sm"></h5>
+                    <p class="fs-9 mb-0">{{activity.notes}}</p>
+                  </div>
+                </div>
+                <div class="d-flex justify-content-between flex-column flex-xl-row mb-2 mb-sm-0">
+                  <div class="flex-1 me-2">
+                    <h5 class="text-body-highlight lh-sm"></h5>
+                    {% if request.user.email == activity.created_by %}
+                      <p class="fs-9 mb-0">by <a class="ms-1" href="#!">You</a></p>
+                    {% else %}
+                      <p class="fs-9 mb-0">by<a class="ms-1" href="#!">{{activity.created_by}}</a></p>
+                    {% endif %}
+                  </div>
+                  <div class="fs-9"><span class="fa-regular fa-calendar-days text-primary me-2"></span><span class="fw-semibold">{{activity.created|naturalday|capfirst}}</span></div>
+                </div>
+                <p class="fs-9 mb-0"></p>
+              </div>
+            </div>
+          </div>
+        {% endfor %}
+      </div>
     </div>
   </div>
   </div>
-  {% include "components/activity_modal.html" with content_type="opportunity" slug=opportunity.slug %}
+
-  {% include "components/task_modal.html" with content_type="opportunity" slug=opportunity.slug %}
+
+<!-- task Modal -->
+        {% include "components/task_modal.html" with content_type="opportunity" slug=opportunity.slug %}
+<!-- note Modal -->
+        {% include "components/note_modal.html" with content_type="opportunity" slug=opportunity.slug %}
 {% endblock %}

templates/header.html

@@ -56,6 +56,16 @@
                             </a>
                         </li>
                     {% endif %}
+                {% if perms.django_ledger.view_purchaseordermodel %}
+                    <li class="nav-item">
+                        <a class="nav-link" href="{% url 'purchase_order_list' request.dealer.slug request.dealer.entity.slug %}">
+                            <div class="d-flex align-items-center">
+                                <span class="nav-link-icon"><span class="fas fa-warehouse"></span></span><span class="nav-link-text">{% trans "purchase Orders"|capfirst %}</span>
+                            </div>
+                        </a>
+                    </li>
+                    {% endif %}
+
                     </ul>
                 </div>
                 </div>
@@ -183,16 +193,6 @@
                         </a>
                       </li>
                     {% endif %}
-                    {% if perms.inventory.view_payment %}
-                      <li class="nav-item">
-                        <a class="nav-link" href="{% url 'payment_list' request.dealer.slug %}">
-                          <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 "payments"|capfirst %}</span>
-                          </div>
-                        </a>
-                      </li>
-                    {% endif %}
-
                   </ul>
                 </div>
               </div>
@@ -275,15 +275,14 @@
                         </a>
                       </li>
                     {% endif %}
-
+                      {% if perms.inventory.view_journalentrymodel %}
-                    {% if perms.django_ledger.view_purchaseordermodel %}
+                      <li class="nav-item">
-                    <li class="nav-item">
+                        <a class="nav-link" href="{% url 'payment_list' request.dealer.slug %}">
-                        <a class="nav-link" href="{% url 'purchase_order_list' request.dealer.slug request.dealer.entity.slug %}">
+                          <div class="d-flex align-items-center">
-                            <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 "payments"|capfirst %}</span>
-                                <span class="nav-link-icon"><span class="fas fa-warehouse"></span></span><span class="nav-link-text">{% trans "purchase Orders"|capfirst %}</span>
+                          </div>
-                            </div>
                         </a>
-                    </li>
+                      </li>
                     {% endif %}
                 </ul>
             </div>

templates/purchase_orders/includes/po_item_formset.html

@@ -21,7 +21,7 @@
                             <th style="min-width: 600px;" class="d-flex justify-content-between align-items-center">
                                 {% trans 'Item' %}
                             {% if po_model.is_draft %}
-                                
+
                                 <button type="button"
                                 class="btn btn-sm btn-phoenix-success"
                                 data-bs-toggle="modal"
@@ -66,24 +66,21 @@
                                     <span class="currency">{{CURRENCY}}</span>{{ f.instance.po_total_amount | currency_format }}</td>
                                 <td>{{ f.po_item_status|add_class:"form-control" }}</td>
                                 {% if itemtxs_formset.can_delete %}
-                                    
+
                                     <td class="text-center">
                                         {{ f.DELETE|add_class:"form-check-input" }}
                                     </td>
                                 {% endif %}
+
                                 <td class="text-center">
-                                    {% if f.instance.can_create_bill %}
+                                    {% if f.instance.can_create_bill and can_add_bill %}
-                                        {% if perms.djagno_ledger.add_billmodel%}
                                         {{ f.create_bill|add_class:"form-check-input" }}
-                                        {% endif %}
+                                    {% elif f.instance.bill_model and can_view_bill %}
-                                    {% elif f.instance.bill_model %}
-                                        {% if perms.djagno_ledger.view_billmodel%}
                                         <a class="btn btn-sm btn-phoenix-secondary"
                                            href="{% url 'bill-detail' dealer_slug=dealer_slug entity_slug=entity_slug bill_pk=f.instance.bill_model_id %}">
                                             {% trans 'View Bill' %}
                                         </a>
                                         {% endif %}
-                                    {% endif %}
                                 </td>
                                 <td class="text-center">
                                     {% if f.instance.bill_model %}

templates/purchase_orders/po_update.html

@@ -83,7 +83,7 @@
             <div class="col-12">
                 <div class="card shadow-sm">
                     <div class="card-body">
-                        {% po_item_formset_table po_model itemtxs_formset %}
+                        {% po_item_formset_table po_model itemtxs_formset request.user %}
                     </div>
                 </div>
             </div>