update lead

inventory/forms.py

@@ -17,6 +17,7 @@ from .models import (
     Dealer,
     # Branch,
     Vendor,
+    Schedule,
     Customer,
     Car,
     CarTransfer,
@@ -38,7 +39,7 @@ from .models import (
     SaleOrder
 )
 from django_ledger.models import ItemModel, InvoiceModel, BillModel,VendorModel
-from django.forms import ModelMultipleChoiceField, ValidationError, DateInput
+from django.forms import ModelMultipleChoiceField, ValidationError, DateInput,DateTimeInput
 from django.utils.translation import gettext_lazy as _
 import django_tables2 as tables
 from django.forms import formset_factory
@@ -646,8 +647,12 @@ class EmailForm(forms.Form):
 class LeadForm(forms.ModelForm):
     class Meta:
         model = Lead
-        fields = ['customer',
-                  'city',
+        fields = [
+                  'first_name',
+                  'last_name',
+                  'email',
+                  'phone_number',
+                  'address',
                   'id_car_make',
                   'id_car_model',
                   'year',
@@ -666,6 +671,11 @@ class LeadForm(forms.ModelForm):
                 (obj.id_car_make, obj.get_local_name()) for obj in queryset
             ]
 
+class ScheduleForm(forms.ModelForm):
+    scheduled_at = forms.DateTimeField(widget=DateTimeInput(attrs={'type': 'datetime-local'}))
+    class Meta:
+        model = Schedule
+        fields = ['purpose','scheduled_type', 'scheduled_at', 'notes']
 
 class NoteForm(forms.ModelForm):
     class Meta:

inventory/middleware.py

@@ -4,6 +4,8 @@ from django.utils import timezone
 from django.shortcuts import redirect
 from django.urls import reverse
 
+from inventory.utils import get_user_type
+
 logger = logging.getLogger('user_activity')
 
 
@@ -37,7 +39,8 @@ class InjectParamsMiddleware:
 
     def __call__(self, request):       
         try: 
-            request.entity = request.user.dealer.entity        
+            # request.entity = request.user.dealer.entity
+            request.dealer = get_user_type(request)
         except Exception as e:
             pass
         

inventory/migrations/0002_alter_lead_customer.py

@@ -0,0 +1,21 @@
+# Generated by Django 4.2.17 on 2025-02-04 09:34
+
+from django.conf import settings
+from django.db import migrations, models
+import django.db.models.deletion
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        migrations.swappable_dependency(settings.DJANGO_LEDGER_CUSTOMER_MODEL),
+        ('inventory', '0001_initial'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='lead',
+            name='customer',
+            field=models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='leads', to=settings.DJANGO_LEDGER_CUSTOMER_MODEL),
+        ),
+    ]

inventory/migrations/0003_lead_email_lead_first_name_lead_last_name_and_more.py

@@ -0,0 +1,46 @@
+# Generated by Django 4.2.17 on 2025-02-04 11:38
+
+from django.conf import settings
+from django.db import migrations, models
+import django.db.models.deletion
+import phonenumber_field.modelfields
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        migrations.swappable_dependency(settings.DJANGO_LEDGER_CUSTOMER_MODEL),
+        ('inventory', '0002_alter_lead_customer'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='lead',
+            name='email',
+            field=models.EmailField(default='x@tenhal.sa', max_length=254, verbose_name='Email'),
+            preserve_default=False,
+        ),
+        migrations.AddField(
+            model_name='lead',
+            name='first_name',
+            field=models.CharField(default='test', max_length=50, verbose_name='First Name'),
+            preserve_default=False,
+        ),
+        migrations.AddField(
+            model_name='lead',
+            name='last_name',
+            field=models.CharField(default='test', max_length=50, verbose_name='Last Name'),
+            preserve_default=False,
+        ),
+        migrations.AddField(
+            model_name='lead',
+            name='phone_number',
+            field=phonenumber_field.modelfields.PhoneNumberField(default='056523656', max_length=128, region='SA', verbose_name='Phone Number'),
+            preserve_default=False,
+        ),
+        migrations.AlterField(
+            model_name='lead',
+            name='customer',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='leads', to=settings.DJANGO_LEDGER_CUSTOMER_MODEL),
+        ),
+    ]

inventory/migrations/0004_remove_lead_city_lead_address.py

@@ -0,0 +1,23 @@
+# Generated by Django 4.2.17 on 2025-02-04 14:21
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('inventory', '0003_lead_email_lead_first_name_lead_last_name_and_more'),
+    ]
+
+    operations = [
+        migrations.RemoveField(
+            model_name='lead',
+            name='city',
+        ),
+        migrations.AddField(
+            model_name='lead',
+            name='address',
+            field=models.CharField(default='', max_length=50, verbose_name='address'),
+            preserve_default=False,
+        ),
+    ]

inventory/migrations/0005_schedule.py

@@ -0,0 +1,33 @@
+# Generated by Django 4.2.17 on 2025-02-04 15:15
+
+from django.conf import settings
+from django.db import migrations, models
+import django.db.models.deletion
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        migrations.swappable_dependency(settings.DJANGO_LEDGER_CUSTOMER_MODEL),
+        ('inventory', '0004_remove_lead_city_lead_address'),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name='Schedule',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('purpose', models.CharField(max_length=200)),
+                ('scheduled_at', models.DateTimeField()),
+                ('notes', models.TextField(blank=True, null=True)),
+                ('created_at', models.DateTimeField(auto_now_add=True)),
+                ('updated_at', models.DateTimeField(auto_now=True)),
+                ('customer', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='schedules', to=settings.DJANGO_LEDGER_CUSTOMER_MODEL)),
+                ('lead', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='schedules', to='inventory.lead')),
+                ('scheduled_by', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to='inventory.staff')),
+            ],
+            options={
+                'ordering': ['-scheduled_at'],
+            },
+        ),
+    ]

inventory/migrations/0006_alter_schedule_purpose.py

@@ -0,0 +1,18 @@
+# Generated by Django 4.2.17 on 2025-02-04 15:31
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('inventory', '0005_schedule'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='schedule',
+            name='purpose',
+            field=models.CharField(choices=[('Product Demo', 'Product Demo'), ('Follow-Up Call', 'Follow-Up Call'), ('Contract Discussion', 'Contract Discussion'), ('Sales Meeting', 'Sales Meeting'), ('Support Call', 'Support Call'), ('Other', 'Other')], max_length=200),
+        ),
+    ]

inventory/migrations/0007_schedule_scheduled_type.py

@@ -0,0 +1,18 @@
+# Generated by Django 4.2.17 on 2025-02-04 15:36
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('inventory', '0006_alter_schedule_purpose'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='schedule',
+            name='scheduled_type',
+            field=models.CharField(choices=[('Call', 'Call'), ('Meeting', 'Meeting'), ('Email', 'Email')], default='Call', max_length=200),
+        ),
+    ]

inventory/models.py

@@ -1,3 +1,4 @@
+from datetime import timezone
 import itertools
 from uuid import uuid4
 from django.conf import settings
@@ -1087,8 +1088,13 @@ class Representative(models.Model, LocalizedNameMixin):
 
 class Lead(models.Model):
     dealer = models.ForeignKey(Dealer, on_delete=models.CASCADE, related_name="leads")
+    first_name = models.CharField(max_length=50, verbose_name=_("First Name"))
+    last_name = models.CharField(max_length=50, verbose_name=_("Last Name"))
+    email = models.EmailField(verbose_name=_("Email"))
+    phone_number = PhoneNumberField(region="SA", verbose_name=_("Phone Number"))
     customer = models.ForeignKey(
-        Customer, on_delete=models.CASCADE, related_name="leads"
+        CustomerModel, on_delete=models.CASCADE, related_name="leads",
+        null=True,blank=True
     )
     id_car_make = models.ForeignKey(
         CarMake,
@@ -1113,7 +1119,7 @@ class Lead(models.Model):
     channel = models.CharField(
         max_length=50, choices=Channel.choices, verbose_name=_("Channel")
     )
-    city = models.CharField(max_length=50, verbose_name=_("City"))
+    address = models.CharField(max_length=50, verbose_name=_("address"))
     staff = models.ForeignKey(
         Staff,
         on_delete=models.SET_NULL,
@@ -1146,7 +1152,80 @@ class Lead(models.Model):
 
     def __str__(self):
         return f"{self.first_name} {self.last_name}"
+    
+    @property
+    def is_converted(self):
+        return bool(self.customer)
+    
+    def to_dict(self):
+        return {         
+            "first_name": str(self.first_name),
+            "last_name": str(self.last_name),            
+            "email": str(self.email),
+            "address": str(self.address),
+            "phone_number": str(self.phone_number),
+            "id_car_make": str(self.id_car_make.name),
+            "id_car_model": str(self.id_car_model.name),
+            "year": str(self.year),
+            "created_at": str(self.created.strftime("%Y-%m-%d")),
+        }
+    @property
+    def full_name(self):
+        return f"{self.first_name} {self.last_name}"
+    def convert_to_customer(self,entity):
+        if entity and not CustomerModel.objects.filter(email=self.email).exists():
+            customer = entity.create_customer(
+            customer_model_kwargs={
+                "customer_name": self.full_name,
+                "address_1": self.address,
+                "phone": self.phone_number,
+                "email": self.email,
+                }
+            )
+            customer.additional_info = {}
+            customer.additional_info.update({"info":self.to_dict()})
+            customer.save()
+            self.customer = customer            
+            self.save()
+            
+    def get_latest_schedule(self):
+        return self.schedules.order_by('-scheduled_at').first()
 
+class Schedule(models.Model):
+    PURPOSE_CHOICES = [
+        ('Product Demo', 'Product Demo'),
+        ('Follow-Up Call', 'Follow-Up Call'),
+        ('Contract Discussion', 'Contract Discussion'),
+        ('Sales Meeting', 'Sales Meeting'),
+        ('Support Call', 'Support Call'),
+        ('Other', 'Other'),
+    ]
+    ScheduledType = [
+        ('Call', 'Call'),
+        ('Meeting', 'Meeting'),
+        ('Email', 'Email'),
+    ]
+    lead = models.ForeignKey(Lead, on_delete=models.CASCADE, related_name='schedules')
+    customer = models.ForeignKey(CustomerModel, on_delete=models.CASCADE, related_name='schedules')
+    scheduled_by = models.ForeignKey(Staff, on_delete=models.CASCADE)
+    purpose = models.CharField(max_length=200, choices=PURPOSE_CHOICES)
+    scheduled_at = models.DateTimeField()
+    scheduled_type = models.CharField(max_length=200, choices=ScheduledType,default='Call')
+    notes = models.TextField(blank=True, null=True)
+    created_at = models.DateTimeField(auto_now_add=True)
+    updated_at = models.DateTimeField(auto_now=True)
+
+    def __str__(self):
+        return f"Scheduled {self.purpose} with {self.customer.customer_name} on {self.scheduled_at}"
+    
+    def schedule_past_date(self):
+        if self.scheduled_at < timezone.now():
+            return True
+        return False
+    
+    class Meta:
+        ordering = ['-scheduled_at']
+    
 
 class LeadStatusHistory(models.Model):
     lead = models.ForeignKey(
@@ -1181,7 +1260,7 @@ class Opportunity(models.Model):
         Dealer, on_delete=models.CASCADE, related_name="opportunities"
     )
     customer = models.ForeignKey(
-        Customer, on_delete=models.CASCADE, related_name="opportunities"
+        Customer, on_delete=models.CASCADE, related_name="opportunities"        
     )
     car = models.ForeignKey(
         Car, on_delete=models.SET_NULL, null=True, blank=True, verbose_name=_("Car")
@@ -1213,7 +1292,7 @@ class Opportunity(models.Model):
         verbose_name_plural = _("Opportunities")
 
     def __str__(self):
-        return f"{self.car.id_car_make.name} - {self.car.id_car_model.name} : {self.customer.get_full_name}"
+        return f"{self.car.id_car_make.name} - {self.car.id_car_model.name} : {self.customer}"
 
 
 class Notes(models.Model):

inventory/signals.py

@@ -811,7 +811,7 @@ def notify_assigned_staff(sender, instance, created, **kwargs):
     if instance.staff:  # Check if the lead is assigned
         models.Notification.objects.create(
             user=instance.staff.user,
-            message=f"You have been assigned a new lead: {instance.customer.get_full_name}."
+            message=f"You have been assigned a new lead: {instance.full_name}."
         )
 
 

inventory/urls.py

@@ -92,15 +92,25 @@ urlpatterns = [
     path(
         "crm/leads/<int:pk>/update/", views.LeadUpdateView.as_view(), name="lead_update"
     ),
-    path(
-        "crm/leads/<int:pk>/delete/", views.LeadDeleteView.as_view(), name="lead_delete"
-    ),
+    path("crm/leads/<int:pk>/delete/", views.LeadDeleteView, name="lead_delete"),
     path("crm/leads/<int:pk>/add-note/", views.add_note_to_lead, name="add_note"),
+    path("crm/leads/<int:pk>/lead-convert/", views.lead_convert, name="lead_convert"),
     path(
         "crm/leads/<int:pk>/add-activity/",
         views.add_activity_to_lead,
         name="add_activity",
     ),
+    path(
+        "crm/leads/<int:pk>/send_lead_email/",
+        views.send_lead_email,
+        name="send_lead_email",
+    ),
+    path(
+        "crm/leads/<int:pk>/schedule/",
+        views.schedule_lead,
+        name="schedule_lead",
+    ),
+    
     path(
         "crm/opportunities/create/",
         views.OpportunityCreateView.as_view(),

inventory/views.py

@@ -1779,7 +1779,7 @@ class OrganizationListView(LoginRequiredMixin, ListView):
 
 
 class OrganizationDetailView(DetailView):
-    model = models.Organization
+    model = CustomerModel
     template_name = "organizations/organization_detail.html"
     context_object_name = "organization"
 
@@ -1787,12 +1787,8 @@ class OrganizationDetailView(DetailView):
 def OrganizationCreateView(request):
     if request.method == "POST":
         form = forms.OrganizationForm(request.POST)
-
         # upload logo
-        image = request.FILES.get("logo")
-        file_name = default_storage.save("images/{}".format(image.name), image)
-        file_url = default_storage.url(file_name)
-
+        
         organization_dict = {
             x: request.POST[x] for x in request.POST if x != "csrfmiddlewaretoken"
         }
@@ -1806,7 +1802,12 @@ def OrganizationCreateView(request):
                 "email": organization_dict["email"],
             }
         )
-        organization_dict["logo"] = file_url
+        image = request.FILES.get("logo")
+        if image:
+            file_name = default_storage.save("images/{}".format(image.name), image)
+            file_url = default_storage.url(file_name)
+            
+            organization_dict["logo"] = file_url
         organization_dict["pk"] = str(instance.pk)
         instance.additional_info["organization_info"] = organization_dict
         instance.additional_info["type"] = "organization"
@@ -2926,11 +2927,10 @@ class LeadCreateView(CreateView, SuccessMessageMixin, LoginRequiredMixin):
     model = models.Lead
     form_class = forms.LeadForm
     template_name = "crm/leads/lead_form.html"
-    # success_message = "Lead created successfully!"
+    success_message = "Lead created successfully!"
     success_url = reverse_lazy("lead_list")
 
-    def form_valid(self, form):
-        print("Form data:", form.cleaned_data)  # Debug form data
+    def form_valid(self, form):        
         dealer = get_user_type(self.request)
         form.instance.dealer = dealer
         return super().form_valid(form)
@@ -2953,10 +2953,11 @@ class LeadUpdateView(UpdateView):
     success_url = reverse_lazy("lead_list")
 
 
-class LeadDeleteView(DeleteView):
-    model = models.Lead
-    template_name = "crm/leads/lead_confirm_delete.html"
-    success_url = reverse_lazy("lead_list")
+def LeadDeleteView(request,pk):
+    lead = get_object_or_404(models.Lead, pk=pk)
+    lead.delete()
+    messages.success(request, "Lead deleted successfully!")
+    return redirect("lead_list")
 
 
 def add_note_to_lead(request, pk):
@@ -2974,6 +2975,74 @@ def add_note_to_lead(request, pk):
         form = forms.NoteForm()
     return render(request, "crm/add_note.html", {"form": form, "lead": lead})
 
+def lead_convert(request, pk):
+    lead = get_object_or_404(models.Lead, pk=pk)
+    dealer = get_user_type(request)
+    lead.convert_to_customer(dealer.entity)
+    messages.success(request, "Lead converted to customer successfully!")
+    return redirect("lead_list")
+
+def schedule_lead(request, pk):
+    lead = get_object_or_404(models.Lead, pk=pk)
+    if request.method == "POST":
+        form = forms.ScheduleForm(request.POST)
+        if form.is_valid():
+            instance = form.save(commit=False)
+            instance.lead = lead
+            instance.customer = lead.customer
+            if hasattr(request.user, "staff"):
+                instance.scheduled_by = request.user.staff
+            instance.save()
+            messages.success(request, "Lead scheduled successfully!")
+            return redirect("lead_list")
+        else:
+            messages.error(request, f"Invalid form data: {str(form.errors)}")
+            return redirect("lead_list")
+        
+    form = forms.ScheduleForm()    
+    return render(request, "crm/leads/schedule_lead.html", {"lead": lead, "form": form})
+
+def send_lead_email(request, pk):
+    lead = get_object_or_404(models.Lead, pk=pk)
+    dealer = get_user_type(request)
+    lead.convert_to_customer(dealer.entity)
+    
+    if request.method == "POST":
+        send_email(
+            "manager@tenhal.com",
+            request.POST.get("to"),
+            request.POST.get("subject"),
+            request.POST.get("message"),
+        )        
+        messages.success(request, "Email sent successfully!")
+        return redirect("lead_list")    
+    msg = f"""
+            السلام عليكم
+            Dear {lead.full_name},
+
+            أود أن أشارككم تقدير المشروع الذي ناقشناه. يرجى العثور على الوثيقة التفصيلية للمقترح المرفقة.
+
+            I hope this email finds you well. I wanted to share with you the estimate for the project we discussed. Please find the detailed estimate document attached.
+
+            يرجى مراجعة المقترح وإعلامي إذا كانت لديك أي أسئلة أو مخاوف. إذا كانت كل شيء يبدو جيدًا، يمكننا المضي قدمًا في المشروع.
+
+            Please review the estimate and let me know if you have any questions or concerns. If everything looks good, we can proceed with the project.
+
+            شكراً لاهتمامكم بهذا الأمر.
+            Thank you for your attention to this matter.
+
+            تحياتي,
+            Best regards,
+            [Your Name]
+            [Your Position]
+            [Your Company]
+            [Your Contact Information]
+            """
+    return render(
+        request,
+        "crm/leads/lead_send.html",
+        {"lead": lead, "message": msg},
+    )
 
 def add_activity_to_lead(request, pk):
     lead = get_object_or_404(models.Lead, pk=pk)
@@ -3219,7 +3288,7 @@ class BillDetailView(LoginRequiredMixin, DetailView):
             transactions = [
                 {
                     "item": x,
-                    "total": Decimal(x.unit_cost) * Decimal(x.quantity),                    
+                    "total": Decimal(x.unit_cost) * Decimal(x.quantity),
                 }
                 for x in txs
             ]
@@ -3454,9 +3523,7 @@ def bill_create(request):
             ),
         }
     )
-    car_list = models.Car.objects.filter(
-        dealer=dealer, finances__selling_price__gt=0, status="available"
-    )
+    car_list = models.Car.objects.filter(dealer=dealer)
     context = {
         "form": form,
         "items": [

templates/base.html

@@ -52,7 +52,6 @@
     <script src="https://cdnjs.cloudflare.com/ajax/libs/jquery/3.7.1/jquery.min.js"
         integrity="sha512-v2CJ7UaYy4JwqLDIrZUI/4hqeoQieOmAZNXBeQyjo21dadnwR+8ZaIJVT8EE2iyI61OV8e6M8PP2/4hpQINQ/g=="
         crossorigin="anonymous" referrerpolicy="no-referrer"></script>
-        
 
 
 {% block customCSS %}
@@ -135,10 +134,8 @@ function notify(tag,msg){
     <script src="https://unpkg.com/htmx.org@2.0.4"></script>
     <script src="{% static 'vendors/swiper/swiper-bundle.min.js' %}"></script>
     <script src="{% static 'vendors/flatpickr/flatpickr.min.js' %}"></script>
-<script>
-
-
 
+<script>   
         {% if entity_slug %}
             let entitySlug = "{{ view.kwargs.entity_slug }}"
         {% endif %}

templates/crm/leads/lead_detail.html

@@ -1,8 +1,6 @@
 {% extends 'base.html' %}
 {% load i18n static %}
 {% block content %}
-
-
           <div class="row g-3">
             <div class="col-12">
               <div class="row align-items-center justify-content-between g-3 mb-3">

templates/crm/leads/lead_form.html

@@ -1,5 +1,6 @@
 {% extends 'base.html' %}
 {% load i18n static crispy_forms_filters %}
+
 {% block content %}
 <h1>{% if object %}Update{% else %}Create{% endif %}</h1>
 <form method="post">

templates/crm/leads/lead_list.html

@@ -36,13 +36,12 @@
                 <table class="table fs-9 mb-0 border-top border-translucent">
                     <thead>
                         <tr>
-                            <th class="align-middle white-space-nowrap text-uppercase" scope="col" style="width: 10%;">{{ _("Status")|capfirst }}</th>
-                            <th class="align-middle white-space-nowrap text-uppercase" scope="col" style="width: 25%;">
+                            <th class="align-middle white-space-nowrap text-uppercase" scope="col" style="width: 20%;">{{ _("Lead Name")|capfirst }}</th>                            
+                            <th class="align-middle white-space-nowrap text-uppercase" scope="col" style="width: 15%;">
                                 <div class="d-inline-flex flex-center">
-                                    <div class="d-flex align-items-center px-1 py-1 bg-warning-subtle rounded me-2"><span class="text-warning-dark" data-feather="user"></span></div>
-                                    <span>{{ _("Name")|capfirst }}</span>
+                                    <div class="d-flex align-items-center px-1 py-1 bg-success-subtle rounded me-2"><i class="text-success-dark fas fa-car"></i></div>
+                                    <span>{{ _("Car")|capfirst }}</span>
                                 </div>
-
                             </th>
                             <th class="align-middle white-space-nowrap text-uppercase" scope="col" style="width: 15%;">
                                 <div class="d-inline-flex flex-center">
@@ -56,12 +55,24 @@
                                     <span>{{ _("Phone Number") }}</span>
                                 </div>
                             </th>
+                            <th class="align-middle white-space-nowrap text-uppercase" scope="col" style="width: 15%;">
+                                <div class="d-inline-flex flex-center">
+                                    <div class="d-flex align-items-center px-1 py-1 bg-primary-subtle rounded me-2"><span class="text-primary-dark" data-feather="phone"></span></div>
+                                    <span>{{ _("Schedule") }}</span>
+                                </div>
+                            </th>
+                            <th class="align-middle white-space-nowrap text-uppercase" scope="col" style="width: 10%;">
+                                <div class="d-inline-flex flex-center">
+                                    <div class="d-flex align-items-center bg-info-subtle rounded me-2"><span class="text-info-dark" data-feather="database"></span></div>
+                                    <span>{{ _("Assigned To")|capfirst }}</span>
+                                </div>
+                            </th>
                             <th class="align-middle white-space-nowrap text-uppercase" scope="col" style="width: 10%;">
                                 <div class="d-inline-flex flex-center">
                                     <div class="d-flex align-items-center bg-info-subtle rounded me-2"><span class="text-info-dark" data-feather="database"></span></div>
                                     <span>{{ _("Source")|capfirst }}</span>
                                 </div>
-                            </th>
+                            </th>``
                             <th class="align-middle white-space-nowrap text-uppercase" scope="col" style="width: 10%;">
                                 <div class="d-inline-flex flex-center">
                                     <div class="d-flex align-items-center bg-warning-subtle rounded me-2"><span class="text-warning-dark" data-feather="grid"></span></div>
@@ -101,29 +112,39 @@
                                 </div>
                             </div>
                         </div>
-                        <tr class="hover-actions-trigger btn-reveal-trigger position-static">
-                            <td class="align-middle white-space-nowrap fw-semibold">
-                                <div class="d-flex align-items-center">
-                                    {% if lead.status == "new" %}
-                                    <span class="badge badge-phoenix badge-phoenix-primary"><span class="badge-label">{{_("New")}}</span><span class="fa fa-bell ms-1"></span></span>
-                                    {% elif lead.status == "pending" %}
-                                    <span class="badge badge-phoenix badge-phoenix-warning"><span class="badge-label">{{_("Pending")}}</span><span class="fa fa-clock-o ms-1"></span></span>
-                                    {% elif lead.status == "in_progress" %}
-                                    <span class="badge badge-phoenix badge-phoenix-info"><span class="badge-label">{{_("In Progress")}}</span><span class="fa fa-wrench ms-1"></span></span>
-                                    {% elif lead.status == "qualified" %}
-                                    <span class="badge badge-phoenix badge-phoenix-success"><span class="badge-label">{{_("Qualified")}}</span><span class="fa fa-check ms-1"></span></span>
-                                    {% elif lead.status == "canceled" %}
-                                    <span class="badge badge-phoenix badge-phoenix-danger"><span class="badge-label">{{_("Canceled")}}</span><span class="fa fa-times ms-1"></span></span>
-                                    {% endif %}
+                        <tr class="hover-actions-trigger btn-reveal-trigger position-static">                            
+                            <td class="name align-middle white-space-nowrap ps-0">
+                                <div class="d-flex align-items-center"><a href="#!">                                    
+                                  </a>
+                                  <div><a class="fs-8 fw-bold" href="{% url 'lead_detail' lead.pk %}">{{lead.full_name}}</a>
+                                    <div class="d-flex align-items-center">
+                                      <p class="mb-0 text-body-highlight fw-semibold fs-9 me-2"></p>
+                                      {% if lead.status == "new" %}
+                                        <span class="badge badge-phoenix badge-phoenix-primary"><span class="badge-label">{{_("New")}}</span><span class="fa fa-bell ms-1"></span></span>
+                                        {% elif lead.status == "pending" %}
+                                        <span class="badge badge-phoenix badge-phoenix-warning"><span class="badge-label">{{_("Pending")}}</span><span class="fa fa-clock-o ms-1"></span></span>
+                                        {% elif lead.status == "in_progress" %}
+                                        <span class="badge badge-phoenix badge-phoenix-info"><span class="badge-label">{{_("In Progress")}}</span><span class="fa fa-wrench ms-1"></span></span>
+                                        {% elif lead.status == "qualified" %}
+                                        <span class="badge badge-phoenix badge-phoenix-success"><span class="badge-label">{{_("Qualified")}}</span><span class="fa fa-check ms-1"></span></span>
+                                        {% elif lead.status == "canceled" %}
+                                        <span class="badge badge-phoenix badge-phoenix-danger"><span class="badge-label">{{_("Canceled")}}</span><span class="fa fa-times ms-1"></span></span>
+                                        {% endif %}
+                                    </div>
+                                  </div>
                                 </div>
-                            </td>
+                              </td>
+                            
+                            <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">
-                                <div class="d-flex align-items-center">
-                                        <a class="fs-8 fw-bold" href="{% url 'lead_detail' lead.pk %}">{{ lead.customer.get_full_name }}</a>
-                                </div>
-                            </td>
-                            <td class="align-middle white-space-nowrap fw-semibold"><a class="text-body-highlight" href="">{{ lead.customer.email }}</a></td>
-                            <td class="align-middle white-space-nowrap fw-semibold"><a class="text-body-highlight" href="tel:{{ lead.customer.phone_number }}">{{ lead.customer.phone_number }}</a></td>
+                                {% if lead.get_latest_schedule %}
+                                    <span class="text-success" data-feather="calendar"></span> <span class="badge badge-phoenix badge-phoenix-primary text-success fw-semibold">{{ lead.get_latest_schedule.scheduled_type }}</span> <br>
+                                    <span class="text-success" data-feather="clock"></span> <span class="badge badge-phoenix badge-phoenix-primary text-success fw-semibold">{{ lead.get_latest_schedule.scheduled_at }}</span>
+                                {% endif %}
+                            </td>                            
+                            <td class="align-middle white-space-nowrap text-body-tertiary text-opacity-85 fw-semibold text-body-highlight">{{ lead.staff|upper }}</td>
                             <td class="align-middle white-space-nowrap fw-semibold text-body-highlight">{{ lead.source|upper }}</td>
                             <td class="align-middle white-space-nowrap text-body-tertiary text-opacity-85 fw-semibold text-body-highlight">{{ lead.channel|upper }}</td>
                             <td class="align-middle white-space-nowrap text-body-tertiary text-opacity-85 text-body-tertiary">{{ lead.created|date }}</td>
@@ -141,6 +162,11 @@
                                     </button>
                                     <div class="dropdown-menu dropdown-menu-end py-2">
                                         <a href="{% url 'lead_update' lead.id %}" class="dropdown-item text-success-dark">{% trans "Edit" %}</a>
+                                        <a href="{% url 'send_lead_email' lead.id %}" class="dropdown-item text-success-dark">{% trans "Send Email" %}</a>
+                                        <a href="{% url 'schedule_lead' lead.id %}" class="dropdown-item text-success-dark">{% trans "Set Schedule" %}</a>
+                                        {% if not lead.is_converted %}
+                                            <a href="{% url 'lead_convert' lead.id %}" class="dropdown-item text-success-dark">{% trans "Convert To Customer" %}</a>
+                                        {% endif %}
                                         <div class="dropdown-divider"></div>
                                         <button class="dropdown-item text-danger" data-bs-toggle="modal" data-bs-target="#deleteModal">{% trans "Delete" %}</button>
                                     </div>

templates/crm/leads/lead_send.html

@@ -0,0 +1,36 @@
+{% extends "base.html" %}
+{% load crispy_forms_filters %}
+{% load i18n static %}
+
+{% block title %}{{ _("Leads") }}{% endblock title %}
+
+{% block content %}
+<div class="card email-content">
+    <h5 class="card-header">Send Mail</h5>
+    <div class="card-body">
+      <form class="d-flex flex-column h-100" action="{% url 'send_lead_email' lead.pk %}" method="post">
+        {% csrf_token %}
+        <div class="row g-3 mb-2">          
+          <div class="col-12">
+            <input class="form-control" name="to" type="text" placeholder="To" value="{{lead.email}}" />
+          </div>
+          <div class="col-12">
+            <input class="form-control" name="subject" type="text" placeholder="Subject" value="" />
+          </div>
+        </div>
+        <div class="mb-3 flex-1">
+          <textarea class="form-control" name="message" rows="15" placeholder="Message">{{message}}</textarea>
+        </div>
+        <div class="d-flex justify-content-between align-items-center">        
+          <div class="d-flex">
+            <a href="{% url 'lead_detail' lead.pk %}" class="btn btn-link text-body fs-10 text-decoration-none">Discard</a>
+            <button class="btn btn-primary fs-10" type="submit">Send<span class="fa-solid fa-paper-plane ms-1"></span></button>
+          </div>
+        </div>
+      </form>
+    </div>
+  </div>
+</div>
+</div>
+
+{% endblock content %}

templates/crm/leads/schedule_lead.html

@@ -0,0 +1,21 @@
+{% extends 'base.html' %}
+{% load i18n static crispy_forms_filters %}
+
+{% block content %}
+<h1>{% if object %}Update{% else %}Create{% endif %}</h1>
+<form method="post">
+    {% csrf_token %}
+    {{ form|crispy }}
+    <button
+          type="submit"
+          name="schedule_lead"
+          id="lead-save"
+          class="btn btn-phoenix-primary"
+        >
+          {{ _("Save") }}
+        </button>
+        <a href="{% url 'lead_list' %}" class="btn btn-phoenix-secondary">
+          {{ _("Cancel") }}
+        </a>
+</form>
+{% endblock %}

templates/ledger/bills/bill_detail.html

@@ -56,7 +56,7 @@
      <!-- ============================================-->      
       <!-- <section> begin ============================-->
         <section class="pt-5 pb-9 bg-body-emphasis dark__bg-gray-1200 border-top">
-          <div class="row-small mt-3">
+          <div class="row-small mt-3 mx-3">
             <div class="d-flex justify-content-between align-items-end mb-4">
               <h2 class="mb-0">{% trans 'Bill' %}</h2>
               <div class="d-flex align-items-center gap-2">                    

templates/organizations/organization_detail.html

@@ -5,14 +5,14 @@
 <div class="row my-4">
     <h2>{{ organization.get_local_name }}</h2>
     <ul class="list-group mb-4">
-        <li class="list-group-item"><strong>{% trans "CRN" %}:</strong> {{ organization.crn }}</li>
-        <li class="list-group-item"><strong>{% trans "VRN" %}:</strong> {{ organization.vrn }}</li>
-        <li class="list-group-item"><strong>{% trans "Phone" %}:</strong> {{ organization.phone_number }}</li>
-        <li class="list-group-item"><strong>{% trans "Address" %}:</strong> {{ organization.address }}</li>
+        <li class="list-group-item"><strong>{% trans "CRN" %}:</strong> {{ organization.additional_info.organization_info.crn }}</li>
+        <li class="list-group-item"><strong>{% trans "VRN" %}:</strong> {{ organization.additional_info.organization_info.vrn }}</li>
+        <li class="list-group-item"><strong>{% trans "Phone" %}:</strong> {{ organization.additional_info.organization_info.phone_number }}</li>
+        <li class="list-group-item"><strong>{% trans "Address" %}:</strong> {{ organization.additional_info.organization_info.address }}</li>
     </ul>
     <div class="d-flex">
-        <a href="{% url 'organization_update' organization.id %}" class="btn btn-sm btn-warning me-2">{% trans "Edit" %}</a>
-        <form method="post" action="{% url 'organization_delete' organization.id %}">
+        <a href="{% url 'organization_update' organization.pk %}" class="btn btn-sm btn-warning me-2">{% trans "Edit" %}</a>
+        <form method="post" action="{% url 'organization_delete' organization.pk %}">
             {% csrf_token %}
             <button type="submit" class="btn btn-sm btn-danger">{% trans "Delete" %}</button>
         </form>

templates/organizations/organization_list.html

@@ -108,9 +108,9 @@
 
                     <td class="name align-middle white-space-nowrap ps-0">
                       <div class="d-flex align-items-center">
-                        <div><a class="fs-8 fw-bold" href="{% url 'organization_detail' org.pk %}">{{ org.name }}</a>
+                        <div><a class="fs-8 fw-bold" href="{% url 'organization_detail' org.pk %}">{{ org.customer_name }}</a>
                           <div class="d-flex align-items-center">
-                            <p class="mb-0 text-body-highlight fw-semibold fs-9 me-2">{{ org.arabic_name }}</p><span class="badge badge-phoenix badge-phoenix-primary">{{ org.pk}}</span>
+                            <p class="mb-0 text-body-highlight fw-semibold fs-9 me-2"></p><span class="badge badge-phoenix badge-phoenix-primary">{{ org.customer_name}}</span>
                           </div>
                         </div>
                       </div>

templates/sales/invoices/invoice_detail.html

@@ -55,8 +55,8 @@
   </div>
      <!-- ============================================-->      
       <!-- <section> begin ============================-->
-        <section class="pt-5 pb-9">
-          <div class="row-small mt-3">
+        <section class="pt-5 pb-9 bg-body-emphasis dark__bg-gray-1200 border-top">
+          <div class="row-small mt-3 mx-3">
             <div class="d-flex justify-content-between align-items-end mb-4 mx-3">
               <h2 class="mb-0">{% trans 'Invoice' %}</h2>
               <div class="d-flex align-items-center gap-2">