changes

inventory/urls.py

@@ -578,7 +578,7 @@ path(
         name="estimate_detail",
     ),
     path("sales/estimates/create/", views.create_estimate, name="estimate_create"),
-    path("sales/estimates/create/<int:pk>/", views.create_estimate, name="estimate_create_from_opportunity"),
+    path("sales/estimates/create/<slug:slug>/", views.create_estimate, name="estimate_create_from_opportunity"),
     path(
         "sales/estimates/<uuid:pk>/estimate_mark_as/",
         views.estimate_mark_as,

inventory/views.py

@@ -3592,7 +3592,7 @@ class EstimateListView(LoginRequiredMixin, PermissionRequiredMixin, ListView):
 # @csrf_exempt
 @login_required
 @permission_required("django_ledger.add_estimatemodel", raise_exception=True)
-def create_estimate(request, pk=None):
+def create_estimate(request, slug=None):
     """
     Creates a new estimate based on the provided data and saves it. This function processes
     a POST request and expects a JSON payload containing details of the estimate such as
@@ -3780,7 +3780,7 @@ def create_estimate(request, pk=None):
 
         opportunity_id = data.get("opportunity_id")
         if opportunity_id != "None":
-            opportunity = models.Opportunity.objects.get(pk=int(opportunity_id))
+            opportunity = models.Opportunity.objects.get(slug=opportunity_id)
             opportunity.estimate = estimate
             opportunity.save()
 
@@ -3799,9 +3799,10 @@ def create_estimate(request, pk=None):
         active=True
     )
 
-    if pk:
+    if slug:
-        opportunity = models.Opportunity.objects.get(pk=pk)
+        opportunity = models.Opportunity.objects.get(slug=slug)
         customer = opportunity.customer
+        form.fields['customer'].queryset = models.Customer.objects.filter(pk=customer.pk)
         form.initial["customer"] = customer
 
     car_list = (
@@ -3842,7 +3843,7 @@ def create_estimate(request, pk=None):
             }
             for x in car_list
         ],
-        "opportunity_id": pk if pk else None,
+        "opportunity_id": slug if slug else None,
         "customer_count": entity.get_customers().count(),
     }
 
@@ -5576,6 +5577,11 @@ class OpportunityDetailView(LoginRequiredMixin, DetailView):
         context["tasks"] = models.Tasks.objects.filter(
             content_type__model="opportunity", object_id=self.object.id
         )
+        context["upcoming_events"] = {
+            "schedules": self.object.lead.get_all_schedules().filter(
+                scheduled_at__gt=timezone.now()
+            ),
+            }
         return context
 
 

templates/crm/opportunities/opportunity_detail.html

@@ -15,7 +15,7 @@
             {% if opportunity.estimate %}
               <a class="dropdown-item" href="{% url 'estimate_detail' opportunity.estimate.pk %}">{{ _("View Quotation")}}</a>
             {% else %}
-              <a class="dropdown-item" href="{% url 'estimate_create_from_opportunity' opportunity.pk %}">{{ _("Create Quotation")}}</a>
+              <a class="dropdown-item" href="{% url 'estimate_create_from_opportunity' opportunity.slug %}">{{ _("Create Quotation")}}</a>
             {% endif %}
           </li>
           <li><a class="dropdown-item" href="{% url 'update_opportunity' opportunity.slug %}">Update Opportunity</a></li>
@@ -77,26 +77,26 @@
             <h4 class="mb-5 d-flex align-items-center"><span class="d-inline-block lh-sm me-1" data-feather="link" style="height:16px;width:16px;"></span> {{ _("Upcoming Events")}}</h4>
             <div class="row g-3">
               <div class="col-12">
-                <div class="mb-4">
+                {% for event in upcoming_events.schedules %}
-                  <div class="d-flex flex-wrap justify-content-between mb-2">
+                <table class="table table-sm table-borderless mb-4">
-                    <h5 class="mb-0 text-body-highlight me-2">{{ _("Estimate") }}</h5>
+                  <thead>
-                  </div>
+                    <tr>
-                  {% if opportunity.estimate %}
+                      <th scope="col">{{ _("Type") }}</th>
-                    <a class="dropdown-item" href="{% url 'estimate_detail' opportunity.estimate.pk %}">{{ _("View Quotation")}}</a>
+                      <th scope="col">{{ _("Purpose") }}</th>
-                  {% else %}
+                      <th scope="col">{{ _("Scheduled At") }}</th>
-                    <p>{{ _("No Estimate") }}</p>
+                    </tr>
-                  {% endif %}
+                  </thead>
-                </div>
+                  <tbody>
-                <div class="mb-4">
+                    <tr>
-                  <div class="d-flex flex-wrap justify-content-between mb-2">
+                      <td>{{ event.scheduled_type|capfirst }}</td>
-                    <h5 class="mb-0 text-body-highlight me-2">{{ _("Invoice") }}</h5>
+                      <td>{{ event.purpose }}</td>
-                  </div>
+                      <td>{{ event.scheduled_at|naturaltime|capfirst }}</td>
-                    {% if opportunity.estimate.invoice %}
+                    </tr>
-                    <a class="dropdown-item" href="{% url 'invoice_detail' opportunity.estimate.invoice.pk %}">{{ _("View Invoice")}}</a>
+                  </tbody>
-                  {% else %}
+                </table>
-                    <p>{{ _("No Invoice") }}</p>
+                {% empty %}
-                  {% endif %}
+                  <p>{{ _("No Invoice") }}</p>
-                </div>
+                {% endfor %}
               </div>
             </div>
           </div>