update the note in lead and vendor disable

inventory/migrations/0003_alter_opportunity_customer.py

@@ -0,0 +1,19 @@
+# Generated by Django 5.1.7 on 2025-05-20 12:45
+
+import django.db.models.deletion
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('inventory', '0002_vendor_active'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='opportunity',
+            name='customer',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='opportunities', to='inventory.customer'),
+        ),
+    ]

inventory/migrations/0004_opportunity_slug.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.1.7 on 2025-05-20 12:49
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('inventory', '0003_alter_opportunity_customer'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='opportunity',
+            name='slug',
+            field=models.SlugField(blank=True, help_text='Unique slug for the opportunity.', null=True, unique=True, verbose_name='Slug'),
+        ),
+    ]

inventory/migrations/0005_notes_dealer.py

@@ -0,0 +1,20 @@
+# Generated by Django 5.1.7 on 2025-05-20 13:45
+
+import django.db.models.deletion
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('inventory', '0004_opportunity_slug'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='notes',
+            name='dealer',
+            field=models.ForeignKey(default=1, on_delete=django.db.models.deletion.CASCADE, related_name='notes', to='inventory.dealer'),
+            preserve_default=False,
+        ),
+    ]

inventory/models.py

@@ -1447,7 +1447,8 @@ class Lead(models.Model):
     def full_name(self):
         return f"{self.first_name} {self.last_name}"
     def convert_to_customer(self):
-        self.status = Status.QUALIFIED
+        self.status = Status.NEGOTIATION
+        self.is_converted = True
         self.save()
         return self.get_customer_model()
     def get_status(self):
@@ -1587,7 +1588,7 @@ class Opportunity(models.Model):
         Dealer, on_delete=models.CASCADE, related_name="opportunities"
     )
     customer = models.ForeignKey(
-        CustomerModel, on_delete=models.CASCADE, related_name="opportunities",null=True,blank=True
+        Customer, on_delete=models.CASCADE, related_name="opportunities",null=True,blank=True
     )
     car = models.ForeignKey(
         Car, on_delete=models.SET_NULL, null=True, blank=True, verbose_name=_("Car")
@@ -1611,15 +1612,22 @@ class Opportunity(models.Model):
     created = models.DateTimeField(auto_now_add=True, verbose_name=_("Created"))
     updated = models.DateTimeField(auto_now=True, verbose_name=_("Updated"))
     estimate = models.OneToOneField(EstimateModel, related_name="opportunity",on_delete=models.SET_NULL,null=True,blank=True)
+    slug = models.SlugField(null=True, blank=True, unique=True,verbose_name=_("Slug"),
+                            help_text=_("Unique slug for the opportunity."))
+    def save(self, *args, **kwargs):
+        if not self.slug:
+            self.slug = slugify(f"opportunity {self.customer.first_name} {self.customer.last_name}")
+        super(Opportunity, self).save(*args, **kwargs)
     class Meta:
         verbose_name = _("Opportunity")
         verbose_name_plural = _("Opportunities")
 
     def __str__(self):
-        return f"Opportunity for {self.customer.customer_name}"
+        return f"Opportunity for {self.customer.first_name} {self.customer.last_name}"
 
 
 class Notes(models.Model):
+    dealer = models.ForeignKey(Dealer, on_delete=models.CASCADE, related_name="notes")
     content_type = models.ForeignKey(ContentType, on_delete=models.CASCADE)
     object_id = models.UUIDField()
     content_object = GenericForeignKey("content_type", "object_id")

inventory/urls.py

@@ -83,6 +83,11 @@ urlpatterns = [
         views.CustomerDetailView.as_view(),
         name="customer_detail",
     ),
+    path(
+        "customers/<slug:slug>/add-note/",
+        views.add_note_to_customer,
+        name="add_note_to_customer",
+    ),
     path(
         "customers/<slug:slug>/update/",
         views.CustomerUpdateView.as_view(),
@@ -94,11 +99,6 @@ urlpatterns = [
         views.OpportunityCreateView.as_view(),
         name="create_opportunity",
     ),
-    path(
-        "customers/<slug:slug>/add-note/",
-        views.add_note_to_customer,
-        name="add_note_to_customer",
-    ),
     path("crm/leads/create/", views.lead_create, name="lead_create"),
     path(
         "crm/leads/<slug:slug>/view/", views.LeadDetailView.as_view(), name="lead_detail"
@@ -109,13 +109,21 @@ urlpatterns = [
 
     path("crm/leads/", views.LeadListView.as_view(), name="lead_list"),
     path(
-        "crm/leads/<int:pk>/update/", views.LeadUpdateView.as_view(), name="lead_update"
+        "crm/leads/<slug:slug>/update/", views.LeadUpdateView.as_view(), name="lead_update"
     ),
     path("crm/leads/<slug:slug>/delete/", views.LeadDeleteView, name="lead_delete"),
-    path("crm/leads/<int:pk>/lead-convert/", views.lead_convert, name="lead_convert"),
+    path("crm/leads/<slug:slug>/lead-convert/", views.lead_convert, name="lead_convert"),
-    path("crm/leads/<int:pk>/add-note/", views.add_note_to_lead, name="add_note_to_lead"),
-    path('crm/leads/<int:pk>/update-note/', views.update_note, name='update_note_to_lead'),
     path("crm/leads/<int:pk>/delete-note/", views.delete_note, name="delete_note_to_lead"),
+    path(
+        "crm/<int:pk>/update-note/",
+        views.update_note,
+        name="update_note",
+    ),
+    path(
+        "crm/<str:content_type>/<slug:slug>/add-note/",
+        views.add_note,
+        name="add_note",
+    ),
     path(
         "crm/<int:pk>/update-task/",
         views.update_task,
@@ -152,13 +160,12 @@ urlpatterns = [
         name="schedule_cancel",
     ),
     path(
-        "crm/leads/<int:pk>/transfer/",
+        "crm/leads/<slug:slug>/transfer/",
         views.lead_transfer,
         name="lead_transfer",
     ),
-
     path(
-        "crm/opportunities/<int:pk>/add_note/",
+        "crm/opportunities/<slug:slug>/add_note/",
         views.add_note_to_opportunity,
         name="add_note_to_opportunity",
     ),
@@ -168,17 +175,22 @@ urlpatterns = [
         name="opportunity_create",
     ),
     path(
-        "crm/opportunities/<int:pk>/create/",
+        "crm/opportunities/<slug:slug>/create/",
+        views.OpportunityCreateView.as_view(),
+        name="lead_opportunity_create",
+    ),
+    path(
+        "crm/opportunities/<slug:slug>/create/",
         views.OpportunityCreateView.as_view(),
         name="opportunity_create",
     ),
     path(
-        "crm/opportunities/<int:pk>/",
+        "crm/opportunities/<slug:slug>/",
         views.OpportunityDetailView.as_view(),
         name="opportunity_detail",
     ),
     path(
-        "crm/opportunities/<int:pk>/edit/",
+        "crm/opportunities/<slug:slug>/edit/",
         views.OpportunityUpdateView.as_view(),
         name="update_opportunity",
     ),
@@ -193,7 +205,7 @@ urlpatterns = [
         name="delete_opportunity",
     ),
     path(
-        "crm/opportunities/<int:pk>/opportunity_update_status/",
+        "crm/opportunities/<slug:slug>/opportunity_update_status/",
         views.opportunity_update_status,
         name="opportunity_update_status",
     ),

inventory/views.py

@@ -22,7 +22,7 @@ from django.http.response import StreamingHttpResponse
 # Django
 from django.db.models import Q
 from django.conf import settings
-from django.db import transaction
+from django.db import IntegrityError, transaction
 from django.db.models import Func
 from django.contrib import messages
 from django.http import Http404, JsonResponse, HttpResponseForbidden
@@ -1953,7 +1953,7 @@ class CustomerDetailView(LoginRequiredMixin, PermissionRequiredMixin, DetailView
 
 
 @login_required
-def add_note_to_customer(request, pk):
+def add_note_to_customer(request, slug):
     """
     This function allows authenticated users to add a note to a specific customer. The
     note creation is handled by a form, which is validated after submission. If the form
@@ -1970,7 +1970,7 @@ def add_note_to_customer(request, pk):
              POST request, it renders the note form template with context including
              the form and customer.
     """
-    customer = get_object_or_404(models.Customer, pk=pk)
+    customer = get_object_or_404(models.Customer, slug=slug)
     if request.method == "POST":
         form = forms.NoteForm(request.POST)
         if form.is_valid():
@@ -1979,7 +1979,7 @@ def add_note_to_customer(request, pk):
 
             note.created_by = request.user
             note.save()
-            return redirect("customer_detail", pk=customer.pk)
+            return redirect("customer_detail", slug=customer.slug)
     else:
         form = forms.NoteForm()
     return render(
@@ -2206,9 +2206,16 @@ class VendorCreateView(
     success_message = _("Vendor created successfully")
 
     def form_valid(self, form):
+        if vendor:= models.Vendor.objects.filter(email=form.instance.email).first():
+            if not vendor.active:
+                messages.error(self.request, _("Vendor Account with this email is Deactivated,Please Contact Admin"))
+            else:
+                messages.error(self.request, _("Vendor with this email already exists"))
+            return redirect("vendor_create")
         dealer = get_user_type(self.request)
         form.instance.dealer = dealer
         form.instance.save()
+
         return super().form_valid(form)
 
 
@@ -4597,6 +4604,7 @@ class LeadDetailView(LoginRequiredMixin, PermissionRequiredMixin, DetailView):
         context["transfer_form"] = forms.LeadTransferForm()
         context["activity_form"] = forms.ActivityForm()
         context["staff_task_form"] = forms.StaffTaskForm()
+        context["note_form"] = forms.NoteForm()
         return context
 
 
@@ -4798,7 +4806,7 @@ def LeadDeleteView(request, slug):
 
 
 @login_required
-def add_note_to_lead(request, pk):
+def add_note_to_lead(request, slug):
     """
     Adds a note to a specific lead. This view is accessible only to authenticated
     users. The function handles the POST request to create a new note associated
@@ -4814,7 +4822,7 @@ def add_note_to_lead(request, pk):
         note creation or renders the note form template for GET or invalid POST requests.
     :rtype: HttpResponse
     """
-    lead = get_object_or_404(models.Lead, pk=pk)
+    lead = get_object_or_404(models.Lead, slug=slug)
     if request.method == "POST":
         form = forms.NoteForm(request.POST)
         if form.is_valid():
@@ -4830,7 +4838,7 @@ def add_note_to_lead(request, pk):
 
 
 @login_required
-def add_note_to_opportunity(request, pk):
+def add_note_to_opportunity(request, slug):
     """
     Add a note to a specific opportunity identified by its primary key.
 
@@ -4844,7 +4852,7 @@ def add_note_to_opportunity(request, pk):
     :type pk: int
     :return: A redirect response to the detailed view of the opportunity.
     """
-    opportunity = get_object_or_404(models.Opportunity, pk=pk)
+    opportunity = get_object_or_404(models.Opportunity, slug=slug)
     if request.method == "POST":
         notes = request.POST.get("notes")
         if not notes:
@@ -4852,7 +4860,7 @@ def add_note_to_opportunity(request, pk):
         else:
             models.Notes.objects.create(content_object=opportunity, created_by=request.user,note=notes)
             messages.success(request, _("Note added successfully"))
-        return redirect("opportunity_detail", pk=opportunity.pk)
+        return redirect("opportunity_detail", slug=opportunity.slug)
 
 
 @login_required
@@ -4910,14 +4918,15 @@ def delete_note(request, pk):
     """
     note = get_object_or_404(models.Notes, pk=pk, created_by=request.user)
     lead_pk = note.content_object.pk
+    lead = models.Lead.objects.get(pk=lead_pk)
     note.delete()
     messages.success(request, _("Note deleted successfully."))
-    return redirect("lead_detail", pk=lead_pk)
+    return redirect("lead_detail", slug=lead.slug)
 
 
 @login_required
 @permission_required("inventory.change_lead", raise_exception=True)
-def lead_convert(request, pk):
+def lead_convert(request, slug):
     """
     Converts a lead into a customer and creates a corresponding opportunity.
 
@@ -4934,20 +4943,20 @@ def lead_convert(request, pk):
     :return: An HTTP response redirecting to the lead list view.
     :rtype: HttpResponse
     """
-    lead = get_object_or_404(models.Lead, pk=pk)
+    lead = get_object_or_404(models.Lead, slug=slug)
     dealer = get_user_type(request)
     if hasattr(lead, "opportunity"):
         messages.error(request, _("Lead is already converted to customer"))
     else:
         customer = lead.convert_to_customer()
-        models.Opportunity.objects.create(dealer=dealer,customer=customer,lead=lead,probability=50,stage=models.Stage.PROSPECT,staff=lead.staff,status=models.Status.QUALIFIED)
+        models.Opportunity.objects.create(dealer=dealer,customer=customer,lead=lead,probability=50,stage=models.Stage.NEGOTIATION,staff=lead.staff)
         messages.success(request, _("Lead converted to customer successfully"))
     return redirect("lead_list")
 
 
 @login_required
 @permission_required("inventory.add_lead", raise_exception=True)
-def schedule_lead(request, pk):
+def schedule_lead(request, slug):
     """
     Handles the scheduling of a lead for an appointment.
 
@@ -4970,7 +4979,7 @@ def schedule_lead(request, pk):
         messages.error(request, _("You do not have permission to schedule lead"))
         return redirect("lead_list")
     dealer = get_user_type(request)
-    lead = get_object_or_404(models.Lead, pk=pk, dealer=dealer)
+    lead = get_object_or_404(models.Lead, slug=slug, dealer=dealer)
     if request.method == "POST":
         form = forms.ScheduleForm(request.POST)
         if form.is_valid():
@@ -4998,7 +5007,7 @@ def schedule_lead(request, pk):
                 )
             except ValidationError as e:
                 messages.error(request, str(e))
-                return redirect("schedule_lead", pk=lead.pk)
+                return redirect("schedule_lead", slug=lead.slug)
 
             client = get_object_or_404(User, email=lead.email)
             # Create Appointment
@@ -5022,7 +5031,7 @@ def schedule_lead(request, pk):
 
 @login_required
 @permission_required("inventory.change_lead", raise_exception=True)
-def lead_transfer(request, pk):
+def lead_transfer(request, slug):
     """
     Handles the transfer of a lead to a different staff member. This view is accessible
     only to authenticated users with the 'inventory.change_lead' permission. If the
@@ -5034,7 +5043,7 @@ def lead_transfer(request, pk):
     :param pk: The primary key of the lead to be transferred.
     :return: An HTTP redirect response to the lead list view.
     """
-    lead = get_object_or_404(models.Lead, pk=pk)
+    lead = get_object_or_404(models.Lead, slug=slug)
     if request.method == "POST":
         form = forms.LeadTransferForm(request.POST)
         if form.is_valid():
@@ -5194,24 +5203,14 @@ class OpportunityCreateView(CreateView,SuccessMessageMixin, LoginRequiredMixin):
     template_name = "crm/opportunities/opportunity_form.html"
     success_message = "Opportunity created successfully."
 
-    def get_context_data(self, **kwargs):
+    def get_initial(self):
-        context = super().get_context_data(**kwargs)
+        initial = super().get_initial()
         dealer = get_user_type(self.request)
-        return context
+        if self.kwargs.get("slug", None):
-
+            lead = models.Lead.objects.get(slug=self.kwargs.get("slug"),dealer=dealer)
-    # def get_form_kwargs(self):
+            initial["lead"] = lead
-    #     kwargs = super().get_form_kwargs()
+            initial['stage'] = models.Stage.PROPOSAL
-    #     dealer = get_user_type(self.request)
+        return initial
-    #     kwargs["car"].queryset = models.Car.objects.filter(dealer=dealer,)
-    #     return kwargs
-
-    # def get_initial(self):
-    #     initial = super().get_initial()
-    #     if self.kwargs.get("pk", None):
-    #         lead = models.Lead.objects.get(pk=self.kwargs.get("pk"))
-
-    #         initial["customer"] = lead.customer
-    #     return initial
 
     def form_valid(self, form):
         dealer = get_user_type(self.request)
@@ -5252,7 +5251,7 @@ class OpportunityUpdateView(LoginRequiredMixin,SuccessMessageMixin, UpdateView):
     success_message = "Opportunity updated successfully."
 
     def get_success_url(self):
-        return reverse_lazy("opportunity_detail", kwargs={"pk": self.object.pk})
+        return reverse_lazy("opportunity_detail", kwargs={"slug": self.object.slug})
 
 
 class OpportunityDetailView(LoginRequiredMixin, DetailView):
@@ -5360,7 +5359,7 @@ def delete_opportunity(request, pk):
 
 
 @login_required
-def opportunity_update_status(request, pk):
+def opportunity_update_status(request, slug):
     """
     Update the status and/or stage of a specific Opportunity instance. This is a
     view function, which is generally tied to a URL endpoint in a Django application.
@@ -5385,7 +5384,7 @@ def opportunity_update_status(request, pk):
         frontend behavior.
     :rtype: HttpResponse
     """
-    opportunity = get_object_or_404(models.Opportunity, pk=pk)
+    opportunity = get_object_or_404(models.Opportunity, slug=slug)
     status = request.GET.get("status")
     stage = request.GET.get("stage")
     if status:
@@ -5394,7 +5393,7 @@ def opportunity_update_status(request, pk):
         opportunity.stage = stage
     opportunity.save()
     messages.success(request,_("Opportunity status updated successfully"))
-    response = HttpResponse(redirect("opportunity_detail",pk=opportunity.pk))
+    response = HttpResponse(redirect("opportunity_detail",slug=opportunity.slug))
     response['HX-Refresh'] = 'true'
     return response
 
@@ -7784,6 +7783,7 @@ def add_activity(request,content_type,slug):
         else:
             messages.error(request, _("Activity form is not valid"))
         return redirect(f"{content_type}_detail", slug=slug)
+
 def add_task(request,content_type,slug):
     try:
         model = apps.get_model(f'inventory.{content_type}')
@@ -7824,4 +7824,43 @@ def update_task(request,pk):
     tasks = models.Tasks.objects.filter(
         content_type__model="lead", object_id=lead.id
       )
-    return render(request,'crm/leads/lead_detail.html',{'lead':lead,'tasks':tasks})
+    return render(request,'crm/leads/lead_detail.html',{'lead':lead,'tasks':tasks})
+
+def add_note(request,content_type,slug):
+    try:
+        model = apps.get_model(f'inventory.{content_type}')
+    except LookupError:
+        raise Http404("Model not found")
+
+    obj = get_object_or_404(model, slug=slug)
+    dealer = get_user_type(request)
+    if request.method == "POST":
+        form = forms.NoteForm(request.POST)
+        if form.is_valid():
+            note = form.save(commit=False)
+            note.dealer = dealer
+            note.content_object = obj
+            note.created_by = request.user
+
+            note.save()
+            messages.success(request, _("Note added successfully"))
+        else:
+            print(form.errors)
+            messages.error(request, _("Note form is not valid"))
+        return redirect(f"{content_type}_detail", slug=slug)
+
+def update_note(request,pk):
+    note = get_object_or_404(models.Notes, pk=pk)
+    lead = get_object_or_404(models.Lead, pk=note.content_object.id)
+    dealer = get_user_type(request)
+    if request.method == "POST":
+        note.note = request.POST.get('note')
+        note.save()
+        messages.success(request, _("Note updated successfully"))
+        return redirect(f"lead_detail", slug=lead.slug)
+    else:
+        messages.error(request, _("Note form is not valid"))
+    notes = models.Notes.objects.filter(
+        content_type__model="lead", object_id=lead.id,dealer=dealer
+      )
+    return render(request,'crm/leads/lead_detail.html',{'lead':lead,'notes':notes})

templates/crm/leads/lead_detail.html

@@ -230,7 +230,7 @@
           <div class="modal fade" id="exampleModal" tabindex="-1" aria-hidden="true">
             <div class="modal-dialog">
               <div class="modal-content">
-                <form class="modal-content" action="{% url 'lead_transfer' lead.pk %}" method="post">
+                <form class="modal-content" action="{% url 'lead_transfer' lead.slug %}" method="post">
                   {% csrf_token %}
                   <div class="modal-header">
                     <h5 class="modal-title" id="exampleModalLabel">Reassign Lead To Another Employee</h5>
@@ -301,10 +301,7 @@
         <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>
-            <a id="addBtn" href="#" class="btn btn-sm btn-phoenix-primary mb-3 btn-sm" data-url="{% url 'add_note_to_lead' lead.pk %}" data-bs-toggle="modal" data-bs-target="#noteModal" data-note-title="{{ _("Add") }}<i class='fa fa-plus-circle text-success ms-2'></i>">
+            <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>
-              <span class="fas fa-plus me-1"></span>
-              {% trans 'Add Note' %}
-            </a>
           </div>
 
           <div class="border-top border-bottom border-translucent" id="leadDetailsTable">
@@ -331,9 +328,18 @@
                       <td class="align-middle text-body-tertiary text-start white-space-nowrap">{{ note.created|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="#" class="btn btn-sm btn-phoenix-primary me-2" data-url="{% url 'update_note_to_lead' 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>">
+                          <a id="updateBtn"
-                            <i class="fas fa-pen"></i>
+                              href="#"
-                          </a>
+                              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' 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' note.pk %}"
                                   data-message="Are you sure you want to delete this note?"
@@ -535,7 +541,7 @@
         </div>
         {% include 'modal/delete_modal.html' %}
  <!-- add update Modal -->
-        <div class="modal fade" id="noteModal" tabindex="-1" aria-labelledby="noteModalLabel" aria-hidden="true">
+        {% comment %} <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">
@@ -549,7 +555,7 @@
               </div>
             </div>
           </div>
-        </div>
+        </div> {% endcomment %}
 
 <!-- activity Modal -->
         {% include "components/activity_modal.html" with content_type="lead" slug=lead.slug %}
@@ -559,7 +565,7 @@
           <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 'Task' %}</h4>
+                <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>
@@ -574,34 +580,44 @@
             </div>
           </div>
         </div>
+<!-- note Modal -->
+        <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' 'lead' lead.slug %}" method="post" class="add_note_form">
+                  {% csrf_token %}
+                  {{ note_form|crispy }}
+                  <button type="submit" class="btn btn-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')
+        form.action = "{% url 'add_note' 'lead' lead.slug %}"
+    }
     document.addEventListener("DOMContentLoaded", function () {
-      const noteModal = document.getElementById("noteModal");
-      const modalTitle = document.getElementById("noteModalLabel");
-
-      const modalBody = noteModal.querySelector(".modal-body");
-
-      noteModal.addEventListener("show.bs.modal", function (event) {
-        const button = event.relatedTarget;
-        const url = button.getAttribute("data-url");
-        const title = button.getAttribute("data-note-title");
-
-        fetch(url)
-          .then((response) => response.text())
-          .then((html) => {
-            modalBody.innerHTML = html;
-            modalTitle.innerHTML = title;
-          })
-          .catch((error) => {
-            modalBody.innerHTML = '<p class="text-danger">{% trans 'Error loading form. Please try again later' %}.</p>';
-            console.error("Error loading form:", error);
-          });
-      });
-    });
-
     let Toast = Swal.mixin({
       toast: true,
       position: "top-end",
@@ -723,5 +739,6 @@
         titleText: msg
       });
     }
+    });
   </script>
 {% endblock customJS %}

templates/crm/leads/lead_list.html

@@ -240,7 +240,7 @@
                             </td> {% endcomment %}
                                     <td class="align-middle white-space-nowrap text-body-tertiary text-opacity-85 fw-semibold text-body-highlight">
                                         {% if lead.opportunity %}
-                                            <a href="{% url 'opportunity_detail' lead.opportunity.id %}">
+                                            <a href="{% url 'opportunity_detail' lead.opportunity.slug %}">
                                                 <span class="badge badge-phoenix badge-phoenix-success">Opportunity {{ lead.opportunity.lead}} <i class="fa-solid fa-arrow-up-right-from-square"></i></span>
                                             </a>
                                         {% endif %}
@@ -260,15 +260,15 @@
                                                 </button>
                                                 <div class="dropdown-menu dropdown-menu-end py-2">
                                                     {% if perms.inventory.change_lead %}
-                                                        <a href="{% url 'lead_update' lead.id %}" class="dropdown-item text-success-dark">{% trans "Edit" %}</a>
+                                                        <a href="{% url 'lead_update' lead.slug %}" class="dropdown-item text-success-dark">{% trans "Edit" %}</a>
                                                     {% endif %}
-                                                    <button class="dropdown-item text-primary" onclick="openActionModal('{{ lead.id }}', '{{ lead.action }}', '{{ lead.next_action }}', '{{ lead.next_action_date|date:"Y-m-d\TH:i" }}')">
+                                                    <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' lead.id %}" class="dropdown-item text-success-dark">{% trans "Send Email" %}</a>
+                                                    <a href="{% url 'send_lead_email' lead.slug %}" class="dropdown-item text-success-dark">{% trans "Send Email" %}</a>
-                                                    <a href="{% url 'schedule_lead' lead.id %}" class="dropdown-item text-success-dark">{% trans "Schedule Event" %}</a>
+                                                    <a href="{% url 'schedule_lead' lead.slug %}" class="dropdown-item text-success-dark">{% trans "Schedule Event" %}</a>
                                                     {% if not lead.opportunity %}
-                                                        <a href="{% url 'lead_convert' lead.id %}" class="dropdown-item text-success-dark">{% trans "Convert" %}</a>
+                                                        <a href="{% url 'lead_opportunity_create' lead.slug %}" class="dropdown-item text-success-dark">{% trans "Convert to Opportunity" %}</a>
                                                     {% endif %}
                                                     <div class="dropdown-divider"></div>
                                                     {% if perms.inventory.delete_lead %}

templates/crm/note_form.html

@@ -3,7 +3,7 @@
 {% if form.instance.pk %}
     <form method="post" action="{% url 'update_note_to_lead' note.pk %}" enctype="multipart/form-data">
 {% else %}
-    <form method="post" action="{% url 'add_note_to_lead' lead.pk %}" enctype="multipart/form-data">
+    <form method="post" action="{% url 'add_note_to_lead' lead.slug %}" enctype="multipart/form-data">
 {% endif %}
 
 {% csrf_token %}

templates/crm/opportunities/opportunity_detail.html

@@ -18,7 +18,7 @@
               <a class="dropdown-item" href="{% url 'estimate_create_from_opportunity' opportunity.pk %}">{{ _("Create Quotation")}}</a>
             {% endif %}
           </li>
-          <li><a class="dropdown-item" href="{% url 'update_opportunity' opportunity.pk %}">Update Opportunity</a></li>
+          <li><a class="dropdown-item" href="{% url 'update_opportunity' opportunity.slug %}">Update Opportunity</a></li>
           <li><a class="dropdown-item text-danger" href="">Delete Opportunity</a></li>
         </ul>
       </div>
@@ -79,7 +79,7 @@
             </div>
           </div>
         </div>
-        <div class="card">
+        {% comment %} <div class="card">
           <div class="card-body">
             <h4 class="mb-5">{{ _("Other Information")}}</h4>
             <div class="row g-3">
@@ -101,7 +101,7 @@
               </div>
             </div>
           </div>
-        </div>
+        </div> {% endcomment %}
       </div>
     </div>
     <div class="col-xl-7 col-xxl-8">
@@ -330,7 +330,7 @@
         </div>
         <div class="tab-pane fade" id="tab-notes" role="tabpanel" aria-labelledby="notes-tab">
           <h2 class="mb-4">Notes</h2>
-          <form action="{% url 'add_note_to_opportunity' opportunity.pk %}" method="post">
+          <form action="{% url 'add_note_to_opportunity' opportunity.slug %}" method="post">
             {% csrf_token %}
             <textarea class="form-control mb-3" id="notes" rows="4" name="notes" required> </textarea>
             <button type="submit" class="btn btn-primary mb-3">Add Note</button>
@@ -366,7 +366,7 @@
               <button class="btn btn-link p-0 ms-3 fs-9 text-primary fw-bold text-decoration-none"><span class="fas fa-sort me-1 fw-extra-bold fs-10"></span>Sorting</button>
             </div>
             <div class="col-auto">
-              <a href="{% url 'schedule_lead' opportunity.lead.id %}" class="btn btn-primary"><span class="fa-solid fa-plus me-2"></span>Add Meeting </a>
+              <a href="{% url 'schedule_lead' opportunity.lead.slug %}" class="btn btn-primary"><span class="fa-solid fa-plus me-2"></span>Add Meeting </a>
             </div>
           </div>
           <div class="row g-3">
@@ -394,7 +394,7 @@
             </div>
 
             <div class="col-auto">
-              <a href="{% url 'schedule_lead' opportunity.lead.id %}" class="btn btn-primary"><span class="fa-solid fa-plus me-2"></span>Add Call</a>
+              <a href="{% url 'schedule_lead' opportunity.lead.slug %}" class="btn btn-primary"><span class="fa-solid fa-plus me-2"></span>Add Call</a>
             </div>
           </div>
           <div class="border-top border-bottom border-translucent" id="leadDetailsTable" data-list='{"valueNames":["name","description","create_date","create_by","last_activity"],"page":5,"pagination":true}'>
@@ -553,5 +553,5 @@
       </div>
     </div>
   </div>
-  {% include "components/activity_modal.html" with content_type="opportunity" pk=opportunity.pk %}
+  {% include "components/activity_modal.html" with content_type="opportunity" slug=opportunity.slug %}
 {% endblock %}

templates/crm/opportunities/partials/opportunity_grid.html

@@ -96,10 +96,10 @@
         </div>
 
         <div class="d-flex gap-2">
-          <a class="btn btn-sm btn-phoenix-primary" href="{% url 'opportunity_detail' opportunity.pk %}">
+          <a class="btn btn-sm btn-phoenix-primary" href="{% url 'opportunity_detail' opportunity.slug %}">
             {{ _("View Details") }} <i class="fa-solid fa-eye ms-2"></i>
           </a>
-          <a class="btn btn-sm btn-phoenix-success" href="{% url 'update_opportunity' opportunity.pk %}">
+          <a class="btn btn-sm btn-phoenix-success" href="{% url 'update_opportunity' opportunity.slug %}">
             {{ _("Update") }} <i class="fa-solid fa-pen ms-2"></i>
           </a>
         </div>

templates/customers/note_form.html

@@ -1,6 +1,6 @@
 {% load i18n static crispy_forms_filters %}
 
-<form method="post" action="{% url 'add_note_to_customer' customer.pk %}" enctype="multipart/form-data">
+<form method="post" action="{% url 'add_note_to_customer' customer.slug %}" enctype="multipart/form-data">
     {% csrf_token %}
     {{ form|crispy }}
     <button type="submit" class="btn btn-sm btn-success w-100">{{ _("Add") }}</button>