sale order

car_inventory/urls.py

@@ -24,7 +24,7 @@ urlpatterns += i18n_patterns(
     path('ledger/', include('django_ledger.urls', namespace='django_ledger')),
     path("haikalbot/", include("haikalbot.urls")),
     path('appointment/', include('appointment.urls')),
-    path('plans/', include('plans.urls')),
+    # path('plans/', include('plans.urls')),
 )
 
 urlpatterns += static(settings.MEDIA_URL, document_root=settings.MEDIA_ROOT)

inventory/forms.py

@@ -230,7 +230,7 @@ class CarUpdateForm(forms.ModelForm, AddClassMixin):
         #         ]
 
 
-class CarFinanceForm(AddClassMixin, forms.ModelForm):
+class CarFinanceForm(forms.ModelForm):
     additional_finances = forms.ModelMultipleChoiceField(
         queryset=AdditionalServices.objects.all(),
         widget=forms.CheckboxSelectMultiple(attrs={"class": "form-check-input"}),
@@ -689,8 +689,7 @@ class BillModelCreateForm(BillModelCreateFormBase):
 class SaleOrderForm(forms.ModelForm):
     class Meta:
         model = SaleOrder
-        fields = '__all__'
+        fields = ['estimate','payment_method', 'comments']
         widgets = {            
-            'address': forms.Textarea(attrs={'rows': 3}),
             'comments': forms.Textarea(attrs={'rows': 3}),
         }

inventory/migrations/0008_saleorder_estimate_saleorder_invoice.py

@@ -0,0 +1,25 @@
+# Generated by Django 4.2.17 on 2025-01-27 08:29
+
+from django.db import migrations, models
+import django.db.models.deletion
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('django_ledger', '0017_alter_accountmodel_unique_together_and_more'),
+        ('inventory', '0007_alter_cartransfer_status'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='saleorder',
+            name='estimate',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='sale_orders', to='django_ledger.estimatemodel', verbose_name='Estimate'),
+        ),
+        migrations.AddField(
+            model_name='saleorder',
+            name='invoice',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='sale_orders', to='django_ledger.invoicemodel', verbose_name='Invoice'),
+        ),
+    ]

inventory/migrations/0009_saleorder_formatted_order_id.py

@@ -0,0 +1,19 @@
+# Generated by Django 4.2.17 on 2025-01-27 08:57
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('inventory', '0008_saleorder_estimate_saleorder_invoice'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='saleorder',
+            name='formatted_order_id',
+            field=models.CharField(default=1, editable=False, max_length=10, unique=True),
+            preserve_default=False,
+        ),
+    ]

inventory/migrations/0010_remove_saleorder_car_remove_saleorder_customer_and_more.py

@@ -0,0 +1,25 @@
+# Generated by Django 4.2.17 on 2025-01-27 09:02
+
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('inventory', '0009_saleorder_formatted_order_id'),
+    ]
+
+    operations = [
+        migrations.RemoveField(
+            model_name='saleorder',
+            name='car',
+        ),
+        migrations.RemoveField(
+            model_name='saleorder',
+            name='customer',
+        ),
+        migrations.RemoveField(
+            model_name='saleorder',
+            name='trade_in',
+        ),
+    ]

inventory/migrations/0011_alter_saleorder_estimate.py

@@ -0,0 +1,21 @@
+# Generated by Django 4.2.17 on 2025-01-27 11:48
+
+from django.db import migrations, models
+import django.db.models.deletion
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('django_ledger', '0017_alter_accountmodel_unique_together_and_more'),
+        ('inventory', '0010_remove_saleorder_car_remove_saleorder_customer_and_more'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='saleorder',
+            name='estimate',
+            field=models.ForeignKey(default=1, on_delete=django.db.models.deletion.CASCADE, related_name='sale_orders', to='django_ledger.estimatemodel', verbose_name='Estimate'),
+            preserve_default=False,
+        ),
+    ]

inventory/models.py

@@ -28,7 +28,7 @@ from sqlalchemy.orm.base import object_state
 from .utilities.financials import get_financial_value, get_total, get_total_financials
 from django.db.models import FloatField
 from .mixins import LocalizedNameMixin
-from django_ledger.models import EntityModel, ItemModel
+from django_ledger.models import EntityModel, ItemModel,EstimateModel,InvoiceModel
 from django_countries.fields import CountryField
 from django.contrib.contenttypes.fields import GenericForeignKey
 from django.contrib.contenttypes.models import ContentType
@@ -1541,33 +1541,54 @@ class UserActivityLog(models.Model):
         return f"{self.user.email} - {self.action} - {self.timestamp}"
 
 class SaleOrder(models.Model):    
-    customer = models.ForeignKey(
+    estimate = models.ForeignKey(
-        Customer,
+        EstimateModel,
         on_delete=models.CASCADE,
         related_name="sale_orders",
-        verbose_name=_("Customer"),
+        verbose_name=_("Estimate")
     )
-    car = models.ForeignKey(
+    invoice = models.ForeignKey(
-        Car,
+        InvoiceModel,
         on_delete=models.CASCADE,
         related_name="sale_orders",
-        verbose_name=_("Car"),
+        verbose_name=_("Invoice"),
+        null=True,
+        blank=True
     )
     payment_method = models.CharField(max_length=20, choices=[
         ('cash', 'Cash'),
         ('finance', 'Finance'),
         ('lease', 'Lease'),
     ])   
-    trade_in = models.CharField(max_length=100, blank=True, null=True)
     comments = models.TextField(blank=True, null=True)
+    formatted_order_id = models.CharField(max_length=10, unique=True, editable=False)
     
+    def save(self, *args, **kwargs):
+        if not self.formatted_order_id:            
+            last_order = SaleOrder.objects.order_by('-id').first()
+            if last_order:
+                next_id = last_order.id + 1
+            else:
+                next_id = 1
+            self.formatted_order_id = f"{next_id:05d}"
+        super().save(*args, **kwargs)
     def __str__(self):
-        return f"Sale Order for {self.full_name} - {self.make} {self.model}"
+        return f"Sale Order for {self.full_name}"
 
     @property
     def full_name(self):
-        return f"{self.customer.first_name} {self.customer.last_name}"
+        return f"{self.customer.customer_name}"
     
     @property
     def price(self):
         return self.car.finances.selling_price
+    
+    @property
+    def items(self):
+        if self.estimate.get_itemtxs_data():
+            return self.estimate.get_itemtxs_data()[0]
+        return []
+    
+    @property
+    def customer(self):
+        return self.estimate.customer

inventory/templatetags/custom_filters.py

@@ -1,8 +1,10 @@
 from django import template
+from calendar import month_abbr
+from django.urls import reverse
+from django_ledger.io.io_core import get_localdate
 
 register = template.Library()
 
-
 @register.filter(name='percentage')
 def percentage(value):
     if value is not None:
@@ -31,3 +33,116 @@ def attr(field, args):
             attrs[definition.strip()] = True
     return field.as_widget(attrs=attrs)
 
+
+@register.inclusion_tag('ledger/reports/components/period_navigator.html', takes_context=True)
+def period_navigation(context, base_url: str):
+    kwargs = dict()
+    entity_slug = context['view'].kwargs['entity_slug']
+    kwargs['entity_slug'] = entity_slug
+
+    if context['view'].kwargs.get('ledger_pk'):
+        kwargs['ledger_pk'] = context['view'].kwargs.get('ledger_pk')
+
+    if context['view'].kwargs.get('account_pk'):
+        kwargs['account_pk'] = context['view'].kwargs.get('account_pk')
+
+    if context['view'].kwargs.get('unit_slug'):
+        kwargs['unit_slug'] = context['view'].kwargs.get('unit_slug')
+
+    if context['view'].kwargs.get('coa_slug'):
+        kwargs['coa_slug'] = context['view'].kwargs.get('coa_slug')
+
+    ctx = dict()
+    ctx['year'] = context['year']
+    ctx['has_year'] = context.get('has_year')
+    ctx['has_quarter'] = context.get('has_quarter')
+    ctx['has_month'] = context.get('has_month')
+    ctx['has_date'] = context.get('has_date')
+    ctx['previous_year'] = context['previous_year']
+
+    kwargs['year'] = context['previous_year']
+    ctx['previous_year_url'] = reverse(f'{base_url}-year', kwargs=kwargs)
+    ctx['next_year'] = context['next_year']
+
+    kwargs['year'] = context['next_year']
+    ctx['next_year_url'] = reverse(f'{base_url}-year', kwargs=kwargs)
+
+    kwargs['year'] = context['year']
+    ctx['current_year_url'] = reverse(f'{base_url}-year', kwargs=kwargs)
+
+    dt = get_localdate()
+
+    KWARGS_CURRENT_MONTH = {
+        'entity_slug': context['view'].kwargs['entity_slug'],
+        'year': dt.year,
+        'month': dt.month
+    }
+
+    if 'unit_slug' in kwargs:
+        KWARGS_CURRENT_MONTH['unit_slug'] = kwargs['unit_slug']
+    if 'account_pk' in kwargs:
+        KWARGS_CURRENT_MONTH['account_pk'] = kwargs['account_pk']
+    if 'ledger_pk' in kwargs:
+        KWARGS_CURRENT_MONTH['ledger_pk'] = kwargs['ledger_pk']
+    if 'coa_slug' in kwargs:
+        KWARGS_CURRENT_MONTH['coa_slug'] = kwargs['coa_slug']
+
+    ctx['current_month_url'] = reverse(f'{base_url}-month',
+                                       kwargs=KWARGS_CURRENT_MONTH)
+
+    quarter_urls = list()
+    ctx['quarter'] = context.get('quarter')
+    for Q in range(1, 5):
+        kwargs['quarter'] = Q
+        quarter_urls.append({
+            'url': reverse(f'{base_url}-quarter', kwargs=kwargs),
+            'quarter': Q,
+            'quarter_name': f'Q{Q}'
+        })
+    del kwargs['quarter']
+    ctx['quarter_urls'] = quarter_urls
+
+    month_urls = list()
+    ctx['month'] = context.get('month')
+    for M in range(1, 13):
+        kwargs['month'] = M
+        month_urls.append({
+            'url': reverse(f'{base_url}-month', kwargs=kwargs),
+            'month': M,
+            'month_abbr': month_abbr[M]
+        })
+    ctx['month_urls'] = month_urls
+    ctx['from_date'] = context['from_date']
+    ctx['to_date'] = context['to_date']
+    ctx.update(kwargs)
+
+    ctx['date_navigation_url'] = context.get('date_navigation_url')
+
+    return ctx
+
+
+@register.inclusion_tag('ledger/reports/tags/balance_sheet_statement.html', takes_context=True)
+def balance_sheet_statement(context, io_model, to_date=None):
+    user_model = context['user']
+    activity = context['request'].GET.get('activity')
+    entity_slug = context['view'].kwargs.get('entity_slug')    
+    if not to_date:
+        to_date = context['to_date']
+
+    io_digest = io_model.digest(
+        activity=activity,
+        user_model=user_model,
+        equity_only=False,
+        entity_slug=entity_slug,
+        unit_slug=context['unit_slug'],
+        by_unit=context['by_unit'],
+        to_date=to_date,
+        signs=True,
+        process_groups=True,
+        balance_sheet_statement=True)
+
+    return {
+        'entity_slug': entity_slug,
+        'user_model': user_model,
+        'tx_digest': io_digest.get_io_data(),
+    }

inventory/templatetags/tenhal_tag.py

@@ -0,0 +1,908 @@
+# """
+# Django Ledger created by Miguel Sanda <msanda@arrobalytics.com>.
+# Copyright© EDMA Group Inc licensed under the GPLv3 Agreement.
+
+# Contributions to this module:
+# Miguel Sanda <msanda@arrobalytics.com>
+# """
+
+from calendar import month_abbr
+from random import randint
+
+from django import template
+from django.db.models import Sum
+from django.urls import reverse
+from django.utils.formats import number_format
+
+from django_ledger import __version__
+from django_ledger.forms.app_filters import EntityFilterForm, ActivityFilterForm
+from django_ledger.forms.feedback import BugReportForm, RequestNewFeatureForm
+from django_ledger.io import CREDIT, DEBIT, ROLES_ORDER_ALL
+from django_ledger.io.io_core import validate_activity, get_localdate
+from django_ledger.models import TransactionModel, BillModel, InvoiceModel, EntityUnitModel
+from django_ledger.settings import (
+    DJANGO_LEDGER_FINANCIAL_ANALYSIS, DJANGO_LEDGER_CURRENCY_SYMBOL,
+    DJANGO_LEDGER_SPACED_CURRENCY_SYMBOL)
+from django_ledger.utils import get_default_entity_session_key, get_end_date_from_session
+
+register = template.Library()
+
+
+# @register.simple_tag(name='current_version')
+# def current_version():
+#     return __version__
+
+
+# @register.simple_tag(name='currency_symbol')
+# def currency_symbol(spaced: bool = False):
+#     if spaced or DJANGO_LEDGER_SPACED_CURRENCY_SYMBOL:
+#         return f'{DJANGO_LEDGER_CURRENCY_SYMBOL} '
+#     return DJANGO_LEDGER_CURRENCY_SYMBOL
+
+
+# @register.filter(name='absolute')
+# def absolute(value):
+#     if value:
+#         if isinstance(value, str):
+#             value = float(value)
+#         return abs(value)
+
+
+# @register.filter(name='reverse_sign')
+# def reverse_sign(value):
+#     if value:
+#         if isinstance(value, str):
+#             value = float(value)
+#         return -value
+
+
+# @register.filter(name='currency_format')
+# def currency_format(value):
+#     if not value:
+#         value = 0.00
+#     return number_format(value, decimal_pos=2, use_l10n=True, force_grouping=True)
+
+
+# @register.filter(name='percentage')
+# def percentage(value):
+#     if value is not None:
+#         return '{0:,.2f}%'.format(value * 100)
+
+
+# @register.filter(name='last_four')
+# def last_four(value: str):
+#     if value:
+#         return '*' + value[-4:]
+#     return ''
+
+
+# @register.inclusion_tag('django_ledger/components/icon.html')
+# def icon(icon_name, size):
+#     return {
+#         'icon': icon_name,
+#         'size': size
+#     }
+
+
+# @register.inclusion_tag('django_ledger/financial_statements/tags/balance_sheet_statement.html', takes_context=True)
+# def balance_sheet_statement(context, io_model, to_date=None):
+#     user_model = context['user']
+#     activity = context['request'].GET.get('activity')
+#     entity_slug = context['view'].kwargs.get('entity_slug')
+
+#     if not to_date:
+#         to_date = context['to_date']
+
+#     io_digest = io_model.digest(
+#         activity=activity,
+#         user_model=user_model,
+#         equity_only=False,
+#         entity_slug=entity_slug,
+#         unit_slug=context['unit_slug'],
+#         by_unit=context['by_unit'],
+#         to_date=to_date,
+#         signs=True,
+#         process_groups=True,
+#         balance_sheet_statement=True)
+
+#     return {
+#         'entity_slug': entity_slug,
+#         'user_model': user_model,
+#         'tx_digest': io_digest.get_io_data(),
+#     }
+
+
+# @register.inclusion_tag('django_ledger/financial_statements/tags/cash_flow_statement.html', takes_context=True)
+# def cash_flow_statement(context, io_model):
+#     user_model = context['user']
+#     entity_slug = context['view'].kwargs.get('entity_slug')
+#     from_date = context['from_date']
+#     to_date = context['to_date']
+
+#     io_digest = io_model.digest(
+#         cash_flow_statement=True,
+#         by_activity=True,
+#         user_model=user_model,
+#         equity_only=False,
+#         signs=True,
+#         entity_slug=entity_slug,
+#         unit_slug=context['unit_slug'],
+#         by_unit=context['by_unit'],
+#         from_date=from_date,
+#         to_date=to_date,
+#         process_groups=True)
+
+#     return {
+#         'entity_slug': entity_slug,
+#         'user_model': user_model,
+#         'tx_digest': io_digest.get_io_data()
+#     }
+
+
+# @register.inclusion_tag('django_ledger/financial_statements/tags/income_statement.html', takes_context=True)
+# def income_statement_table(context, io_model, from_date=None, to_date=None):
+#     user_model = context['user']
+#     activity = context['request'].GET.get('activity')
+#     activity = validate_activity(activity, raise_404=True)
+#     entity_slug = context['view'].kwargs.get('entity_slug')
+
+#     if not from_date:
+#         from_date = context['from_date']
+#     if not to_date:
+#         to_date = context['to_date']
+
+#     io_digest = io_model.digest(
+#         activity=activity,
+#         user_model=user_model,
+#         entity_slug=entity_slug,
+#         unit_slug=context['unit_slug'],
+#         by_unit=context['by_unit'],
+#         from_date=from_date,
+#         to_date=to_date,
+#         equity_only=True,
+#         process_groups=True,
+#         income_statement=True,
+#         signs=True
+#     )
+
+#     return {
+#         'entity_slug': entity_slug,
+#         'user_model': user_model,
+#         'tx_digest': io_digest.get_io_data()
+#     }
+
+
+# @register.inclusion_tag('django_ledger/bank_account/tags/bank_accounts_table.html', takes_context=True)
+# def bank_account_table(context, bank_account_qs):
+#     entity_slug = context['view'].kwargs['entity_slug']
+#     return {
+#         'bank_account_qs': bank_account_qs,
+#         'entity_slug': entity_slug
+#     }
+
+
+# @register.inclusion_tag('django_ledger/data_import/tags/data_import_job_list_table.html', takes_context=True)
+# def data_import_job_list_table(context):
+#     return context
+
+
+# @register.inclusion_tag('django_ledger/data_import/tags/data_import_job_txs_table.html', takes_context=True)
+# def data_import_job_txs_pending(context, staged_txs_formset):
+#     return {
+#         'entity_slug': context['view'].kwargs['entity_slug'],
+#         'job_pk': context['view'].kwargs['job_pk'],
+#         'staged_txs_formset': staged_txs_formset
+#     }
+
+
+# @register.inclusion_tag('django_ledger/data_import/tags/data_import_job_txs_imported.html', takes_context=True)
+# def data_import_job_txs_imported(context, staged_txs_qs):
+#     imported_txs = [stx for stx in staged_txs_qs if stx.is_imported()]
+#     return {
+#         'entity_slug': context['view'].kwargs['entity_slug'],
+#         'job_pk': context['view'].kwargs['job_pk'],
+#         'imported_txs': imported_txs
+#     }
+
+
+# @register.inclusion_tag('django_ledger/journal_entry/tags/je_table.html', takes_context=True)
+# def jes_table(context, journal_entry_qs, next_url=None):
+#     entity_slug = context['view'].kwargs['entity_slug']
+#     ledger_pk = context['view'].kwargs['ledger_pk']
+#     if not next_url:
+#         next_url = reverse('django_ledger:je-list',
+#                            kwargs={
+#                                'entity_slug': entity_slug,
+#                                'ledger_pk': ledger_pk
+#                            })
+#     return {
+#         'jes': journal_entry_qs,
+#         'entity_slug': entity_slug,
+#         'ledger_pk': ledger_pk,
+#         'next_url': next_url
+#     }
+
+
+# @register.inclusion_tag('django_ledger/journal_entry/tags/je_txs_table.html')
+# def journal_entry_txs_table(journal_entry_model, style='detail'):
+#     txs_queryset = journal_entry_model.transactionmodel_set.all().select_related('account').order_by('account__code')
+#     total_credits = sum(tx.amount for tx in txs_queryset if tx.tx_type == 'credit')
+#     total_debits = sum(tx.amount for tx in txs_queryset if tx.tx_type == 'debit')
+#     return {
+#         'txs': txs_queryset,
+#         'total_debits': total_debits,
+#         'total_credits': total_credits,
+#         'style': style
+#     }
+
+
+# @register.inclusion_tag('django_ledger/journal_entry/tags/je_txs_table.html', takes_context=True)
+# def bill_txs_table(context, bill_model: BillModel):
+#     # todo: move this to bill model...
+#     txs_queryset = TransactionModel.objects.for_bill(
+#         bill_model=bill_model.uuid,
+#         user_model=context['request'].user,
+#         entity_slug=context['view'].kwargs['entity_slug']
+#     ).select_related('journal_entry', 'journal_entry__entity_unit', 'account').order_by('-journal_entry__timestamp')
+#     total_credits = sum(tx.amount for tx in txs_queryset if tx.tx_type == CREDIT)
+#     total_debits = sum(tx.amount for tx in txs_queryset if tx.tx_type == DEBIT)
+#     return {
+#         'style': 'detail',
+#         'txs': txs_queryset,
+#         'total_debits': total_debits,
+#         'total_credits': total_credits
+#     }
+
+
+# @register.inclusion_tag('django_ledger/journal_entry/tags/je_txs_table.html', takes_context=True)
+# def invoice_txs_table(context, invoice_model: InvoiceModel):
+#     txs_queryset = TransactionModel.objects.for_invoice(
+#         invoice_model=invoice_model,
+#         user_model=context['request'].user,
+#         entity_slug=context['view'].kwargs['entity_slug']
+#     ).select_related('journal_entry', 'journal_entry__entity_unit', 'account').order_by('-journal_entry__timestamp')
+#     total_credits = sum(tx.amount for tx in txs_queryset if tx.tx_type == CREDIT)
+#     total_debits = sum(tx.amount for tx in txs_queryset if tx.tx_type == DEBIT)
+#     return {
+#         'style': 'detail',
+#         'txs': txs_queryset,
+#         'total_debits': total_debits,
+#         'total_credits': total_credits
+#     }
+
+
+# @register.inclusion_tag('django_ledger/ledger/tags/ledgers_table.html', takes_context=True)
+# def ledgers_table(context, ledger_model_qs):
+#     return {
+#         'ledgers': ledger_model_qs,
+#         'entity_slug': context['view'].kwargs['entity_slug'],
+#     }
+
+
+# @register.inclusion_tag('django_ledger/invoice/tags/invoice_table.html', takes_context=True)
+# def invoice_table(context, invoice_qs):
+#     return {
+#         'invoices': invoice_qs,
+#         'entity_slug': context['view'].kwargs['entity_slug']
+#     }
+
+
+# @register.inclusion_tag('django_ledger/bills/tags/bill_table.html', takes_context=True)
+# def bill_table(context, bill_qs):
+#     return {
+#         'bills': bill_qs,
+#         'entity_slug': context['view'].kwargs['entity_slug']
+#     }
+
+
+# @register.inclusion_tag('django_ledger/closing_entry/tags/closing_entry_table.html', takes_context=True)
+# def closing_entry_table(context, closing_entry_qs):
+#     return {
+#         'closing_entry_list': closing_entry_qs,
+#         'entity_slug': context['view'].kwargs['entity_slug']
+#     }
+
+
+# @register.inclusion_tag('django_ledger/closing_entry/tags/closing_entry_txs_table.html', takes_context=True)
+# def closing_entry_txs_table(context, closing_entry_txs_qs):
+#     ce_txs_list = list(closing_entry_txs_qs)
+#     ce_txs_list.sort(key=lambda ce_txs: ROLES_ORDER_ALL.index(ce_txs.account_model.role))
+#     return {
+#         'ce_txs_list': ce_txs_list,
+#         'entity_slug': context['view'].kwargs['entity_slug']
+#     }
+
+
+# @register.inclusion_tag('django_ledger/purchase_order/includes/po_table.html', takes_context=True)
+# def po_table(context, purchase_order_qs):
+#     return {
+#         'po_list': purchase_order_qs,
+#         'entity_slug': context['view'].kwargs['entity_slug']
+#     }
+
+
+# @register.inclusion_tag('django_ledger/account/tags/accounts_table.html', takes_context=True)
+# def accounts_table(context, accounts_qs, title=None):
+#     return {
+#         'title': title,
+#         'entity_slug': context['view'].kwargs['entity_slug'],
+#         'accounts_gb': accounts_qs.gb_bs_role(),
+#     }
+
+
+# @register.inclusion_tag('django_ledger/customer/tags/customer_table.html', takes_context=True)
+# def customer_table(context):
+#     return context
+
+
+# @register.inclusion_tag('django_ledger/vendor/tags/vendor_table.html', takes_context=True)
+# def vendor_table(context):
+#     return context
+
+
+# @register.inclusion_tag('django_ledger/account/tags/account_txs_table.html', takes_context=True)
+# def account_txs_table(context, txs_qs):
+#     return {
+#         'transactions': txs_qs,
+#         'total_credits': sum(tx.amount for tx in txs_qs if tx.tx_type == 'credit'),
+#         'total_debits': sum(tx.amount for tx in txs_qs if tx.tx_type == 'debit'),
+#         'entity_slug': context['view'].kwargs['entity_slug'],
+#         'account_pk': context['view'].kwargs['account_pk']
+#     }
+
+
+# @register.inclusion_tag('django_ledger/components/breadcrumbs.html', takes_context=True)
+# def nav_breadcrumbs(context):
+#     entity_slug = context['view'].kwargs.get('entity_slug')
+#     coa_slug = context['view'].kwargs.get('coa_slug')
+#     ledger_pk = context['view'].kwargs.get('entity_slug')
+#     account_pk = context['view'].kwargs.get('account_pk')
+#     return {
+#         'entity_slug': entity_slug,
+#         'coa_slug': coa_slug,
+#         'ledger_pk': ledger_pk,
+#         'account_pk': account_pk
+#     }
+
+
+# @register.inclusion_tag('django_ledger/components/default_entity.html', takes_context=True)
+# def default_entity(context):
+#     user = context['user']
+#     session_key = get_default_entity_session_key()
+#     session = context['request'].session
+#     session_entity_data = session.get(session_key)
+#     identity = randint(0, 1000000)
+#     try:
+#         entity_uuid = session_entity_data['entity_uuid']
+#         default_entity_form = EntityFilterForm(
+#             user_model=user,
+#             form_id=identity,
+#             current_entity_uuid=entity_uuid
+#         )
+#     except TypeError or KeyError:
+#         default_entity_form = EntityFilterForm(
+#             user_model=user,
+#             form_id=identity,
+#         )
+
+#     return {
+#         'default_entity_form': default_entity_form,
+#         'form_id': identity,
+#     }
+
+
+# @register.simple_tag(takes_context=True)
+# def session_entity_name(context, request=None):
+#     session_key = get_default_entity_session_key()
+#     if not request:
+#         request = context.get('request')
+#     try:
+#         session = request.session
+#         entity_name = session.get(session_key)['entity_name']
+#     except AttributeError:
+#         entity_name = 'Django Ledger'
+#     except KeyError:
+#         entity_name = 'Django Ledger'
+#     except TypeError:
+#         entity_name = 'Django Ledger'
+#     return entity_name
+
+
+# # todo: rename template to activity_form_filter.
+# @register.inclusion_tag('django_ledger/components/activity_form.html', takes_context=True)
+# def activity_filter(context):
+#     request = context['request']
+#     activity = request.GET.get('activity')
+#     if activity:
+#         activity_form = ActivityFilterForm(initial={
+#             'activity': activity
+#         })
+#     else:
+#         activity_form = ActivityFilterForm()
+
+#     return {
+#         'activity_form': activity_form,
+#         'form_path': context['request'].path
+#     }
+
+
+# @register.inclusion_tag('django_ledger/components/date_picker.html', takes_context=True)
+# def date_picker(context, nav_url=None, date_picker_id=None):
+#     try:
+#         entity_slug = context['view'].kwargs.get('entity_slug')
+#     except KeyError:
+#         entity_slug = context['entity_slug']
+
+#     if not date_picker_id:
+#         date_picker_id = f'djl-datepicker-{randint(10000, 99999)}'
+
+#     if 'date_picker_ids' not in context:
+#         context['date_picker_ids'] = list()
+#     context['date_picker_ids'].append(date_picker_id)
+
+#     date_navigation_url = nav_url if nav_url else context.get('date_navigation_url')
+#     return {
+#         'entity_slug': entity_slug,
+#         'date_picker_id': date_picker_id,
+#         'date_navigation_url': date_navigation_url
+#     }
+
+
+# @register.simple_tag(takes_context=True)
+# def get_current_end_date_filter(context):
+#     entity_slug = context['view'].kwargs.get('entity_slug')
+#     return get_end_date_from_session(entity_slug, context['request'])
+
+
+# @register.inclusion_tag('django_ledger/components/chart_container.html')
+# def chart_container(chart_id, endpoint=None):
+#     return {
+#         'chart_id': chart_id,
+#         'endpoint': endpoint
+#     }
+
+
+# @register.inclusion_tag('django_ledger/components/modals.html', takes_context=True)
+# def modal_action(context, model, http_method: str = 'post', entity_slug: str = None):
+#     if not entity_slug:
+#         entity_slug = context['view'].kwargs['entity_slug']
+#     action_url = model.get_mark_as_paid_url(entity_slug=entity_slug)
+#     return {
+#         'object': model,
+#         'action_url': action_url,
+#         'http_method': http_method,
+#         'message': f'Do you want to mark {model.__class__._meta.verbose_name} {model.get_document_id()} as paid?'
+#     }
+
+
+# @register.inclusion_tag('django_ledger/components/modals_v2.html', takes_context=True)
+# def modal_action_v2(context, model, action_url: str, message: str, html_id: str, http_method: str = 'get'):
+#     return {
+#         'object': model,
+#         'action_url': action_url,
+#         'http_method': http_method,
+#         'message': message,
+#         'html_id': html_id
+#     }
+
+
+# @register.simple_tag
+# def fin_ratio_max_value(ratio: str):
+#     params = DJANGO_LEDGER_FINANCIAL_ANALYSIS['ratios'][ratio]['ranges']
+#     return params['healthy']
+
+
+# @register.filter
+# def fin_ratio_threshold_class(value, ratio):
+#     if value:
+#         params = DJANGO_LEDGER_FINANCIAL_ANALYSIS['ratios'][ratio]
+#         ranges = params['ranges']
+
+#         if params['good_incremental']:
+#             if value <= ranges['critical']:
+#                 return 'is-danger'
+#             elif value <= ranges['warning']:
+#                 return 'is-warning'
+#             elif value <= ranges['watch']:
+#                 return 'is-primary'
+#             return 'is-success'
+#         else:
+#             if value >= ranges['critical']:
+#                 return 'is-danger'
+#             elif value >= ranges['warning']:
+#                 return 'is-warning'
+#             elif value >= ranges['watch']:
+#                 return 'is-primary'
+#             return 'is-success'
+
+
+# @register.inclusion_tag('django_ledger/components/feedback_button.html', takes_context=True)
+# def feedback_button(context, button_size_class: str = 'is-small', color_class: str = 'is-success', icon_id: str = None):
+#     bug_modal_html_id = f'djl-bug-button-{randint(10000, 99999)}'
+#     feature_modal_html_id = f'djl-feature-button-{randint(10000, 99999)}'
+#     bug_form = BugReportForm()
+#     feature_form = RequestNewFeatureForm()
+#     next_url = context['request'].path
+#     return {
+#         'icon_id': icon_id,
+#         'bug_modal_html_id': bug_modal_html_id,
+#         'feature_modal_html_id': feature_modal_html_id,
+#         'button_size_class': button_size_class,
+#         'color_class': color_class,
+#         'bug_form': bug_form,
+#         'feature_form': feature_form,
+#         'next_url': next_url
+#     }
+
+
+@register.inclusion_tag('inventory/ledger/reports/components/period_navigator.html', takes_context=True)
+def period_navigation(context, base_url: str):
+    kwargs = dict()
+    entity_slug = context['view'].kwargs['entity_slug']
+    kwargs['entity_slug'] = entity_slug
+
+    if context['view'].kwargs.get('ledger_pk'):
+        kwargs['ledger_pk'] = context['view'].kwargs.get('ledger_pk')
+
+    if context['view'].kwargs.get('account_pk'):
+        kwargs['account_pk'] = context['view'].kwargs.get('account_pk')
+
+    if context['view'].kwargs.get('unit_slug'):
+        kwargs['unit_slug'] = context['view'].kwargs.get('unit_slug')
+
+    if context['view'].kwargs.get('coa_slug'):
+        kwargs['coa_slug'] = context['view'].kwargs.get('coa_slug')
+
+    ctx = dict()
+    ctx['year'] = context['year']
+    ctx['has_year'] = context.get('has_year')
+    ctx['has_quarter'] = context.get('has_quarter')
+    ctx['has_month'] = context.get('has_month')
+    ctx['has_date'] = context.get('has_date')
+    ctx['previous_year'] = context['previous_year']
+
+    kwargs['year'] = context['previous_year']
+    ctx['previous_year_url'] = reverse(f'django_ledger:{base_url}-year', kwargs=kwargs)
+    ctx['next_year'] = context['next_year']
+
+    kwargs['year'] = context['next_year']
+    ctx['next_year_url'] = reverse(f'django_ledger:{base_url}-year', kwargs=kwargs)
+
+    kwargs['year'] = context['year']
+    ctx['current_year_url'] = reverse(f'django_ledger:{base_url}-year', kwargs=kwargs)
+
+    dt = get_localdate()
+
+    KWARGS_CURRENT_MONTH = {
+        'entity_slug': context['view'].kwargs['entity_slug'],
+        'year': dt.year,
+        'month': dt.month
+    }
+
+    if 'unit_slug' in kwargs:
+        KWARGS_CURRENT_MONTH['unit_slug'] = kwargs['unit_slug']
+    if 'account_pk' in kwargs:
+        KWARGS_CURRENT_MONTH['account_pk'] = kwargs['account_pk']
+    if 'ledger_pk' in kwargs:
+        KWARGS_CURRENT_MONTH['ledger_pk'] = kwargs['ledger_pk']
+    if 'coa_slug' in kwargs:
+        KWARGS_CURRENT_MONTH['coa_slug'] = kwargs['coa_slug']
+
+    ctx['current_month_url'] = reverse(f'django_ledger:{base_url}-month',
+                                       kwargs=KWARGS_CURRENT_MONTH)
+
+    quarter_urls = list()
+    ctx['quarter'] = context.get('quarter')
+    for Q in range(1, 5):
+        kwargs['quarter'] = Q
+        quarter_urls.append({
+            'url': reverse(f'django_ledger:{base_url}-quarter', kwargs=kwargs),
+            'quarter': Q,
+            'quarter_name': f'Q{Q}'
+        })
+    del kwargs['quarter']
+    ctx['quarter_urls'] = quarter_urls
+
+    month_urls = list()
+    ctx['month'] = context.get('month')
+    for M in range(1, 13):
+        kwargs['month'] = M
+        month_urls.append({
+            'url': reverse(f'django_ledger:{base_url}-month', kwargs=kwargs),
+            'month': M,
+            'month_abbr': month_abbr[M]
+        })
+    ctx['month_urls'] = month_urls
+    ctx['from_date'] = context['from_date']
+    ctx['to_date'] = context['to_date']
+    ctx.update(kwargs)
+
+    ctx['date_navigation_url'] = context.get('date_navigation_url')
+
+    return ctx
+
+
+# @register.inclusion_tag('django_ledger/components/menu.html', takes_context=True)
+# def navigation_menu(context, style):
+#     ENTITY_SLUG = context['view'].kwargs.get('entity_slug')
+
+#     ctx = dict()
+#     ctx['style'] = style
+#     if ENTITY_SLUG:
+#         ctx['entity_slug'] = ENTITY_SLUG
+#         nav_menu_links = [
+#             {
+#                 'type': 'link',
+#                 'title': 'Entity Dashboard',
+#                 'url': reverse('django_ledger:entity-dashboard', kwargs={'entity_slug': ENTITY_SLUG})
+#             },
+#             {
+#                 'type': 'links',
+#                 'title': 'Management',
+#                 'links': [
+#                     {
+#                         'type': 'link',
+#                         'title': 'Vendors',
+#                         'url': reverse('django_ledger:vendor-list', kwargs={'entity_slug': ENTITY_SLUG})
+#                     },
+#                     {
+#                         'type': 'link',
+#                         'title': 'Customers',
+#                         'url': reverse('django_ledger:customer-list', kwargs={'entity_slug': ENTITY_SLUG})
+#                     },
+#                     {
+#                         'type': 'link',
+#                         'title': 'Bank Accounts',
+#                         'url': reverse('django_ledger:bank-account-list', kwargs={'entity_slug': ENTITY_SLUG})
+#                     },
+#                     {
+#                         'type': 'link',
+#                         'title': 'Estimates & Contracts',
+#                         'url': reverse('django_ledger:customer-estimate-list', kwargs={'entity_slug': ENTITY_SLUG})
+#                     },
+#                     {
+#                         'type': 'link',
+#                         'title': 'Bills',
+#                         'url': reverse('django_ledger:bill-list', kwargs={'entity_slug': ENTITY_SLUG})
+#                     },
+#                     {
+#                         'type': 'link',
+#                         'title': 'Invoices',
+#                         'url': reverse('django_ledger:invoice-list', kwargs={'entity_slug': ENTITY_SLUG})
+#                     },
+#                     {
+#                         'type': 'link',
+#                         'title': 'Purchase Orders',
+#                         'url': reverse('django_ledger:po-list', kwargs={'entity_slug': ENTITY_SLUG})
+#                     },
+#                     {
+#                         'type': 'link',
+#                         'title': 'Inventory',
+#                         'url': reverse('django_ledger:inventory-list', kwargs={'entity_slug': ENTITY_SLUG})
+#                     },
+#                     {
+#                         'type': 'link',
+#                         'title': 'Closing Entries',
+#                         'url': reverse('django_ledger:closing-entry-list', kwargs={'entity_slug': ENTITY_SLUG})
+#                     }
+
+#                 ]
+#             },
+#             {
+#                 'type': 'links',
+#                 'title': 'Your Lists',
+#                 'links': [
+#                     {
+#                         'type': 'link',
+#                         'title': 'Entity Units',
+#                         'url': reverse('django_ledger:unit-list', kwargs={'entity_slug': ENTITY_SLUG})
+#                     },
+#                     {
+#                         'type': 'link',
+#                         'title': 'Products',
+#                         'url': reverse('django_ledger:product-list', kwargs={'entity_slug': ENTITY_SLUG})
+#                     },
+#                     {
+#                         'type': 'link',
+#                         'title': 'Services',
+#                         'url': reverse('django_ledger:service-list', kwargs={'entity_slug': ENTITY_SLUG})
+#                     },
+#                     {
+#                         'type': 'link',
+#                         'title': 'Business Expenses',
+#                         'url': reverse('django_ledger:expense-list', kwargs={'entity_slug': ENTITY_SLUG})
+#                     },
+#                     {
+#                         'type': 'link',
+#                         'title': 'Inventory Items',
+#                         'url': reverse('django_ledger:inventory-item-list', kwargs={'entity_slug': ENTITY_SLUG})
+#                     },
+#                     {
+#                         'type': 'link',
+#                         'title': 'Unit of Measures',
+#                         'url': reverse('django_ledger:uom-list', kwargs={'entity_slug': ENTITY_SLUG})
+#                     },
+#                 ]
+#             },
+#             {
+#                 'type': 'links',
+#                 'title': 'Reports',
+#                 'links': [
+#                     {
+#                         'type': 'link',
+#                         'title': 'Balance Sheet',
+#                         'url': reverse('django_ledger:entity-bs', kwargs={'entity_slug': ENTITY_SLUG})
+#                     },
+#                     {
+#                         'type': 'link',
+#                         'title': 'Income Statement',
+#                         'url': reverse('django_ledger:entity-ic', kwargs={'entity_slug': ENTITY_SLUG})
+#                     },
+#                     {
+#                         'type': 'link',
+#                         'title': 'Cash Flow Statement',
+#                         'url': reverse('django_ledger:entity-cf', kwargs={'entity_slug': ENTITY_SLUG})
+#                     },
+#                 ]
+#             },
+#             {
+#                 'type': 'links',
+#                 'title': 'Accounting',
+#                 'links': [
+#                     {
+#                         'type': 'link',
+#                         'title': 'Chart of Accounts',
+#                         'url': reverse('django_ledger:coa-list', kwargs={'entity_slug': ENTITY_SLUG})
+#                     },
+#                     {
+#                         'type': 'link',
+#                         'title': 'Ledgers',
+#                         'url': reverse('django_ledger:ledger-list-visible', kwargs={'entity_slug': ENTITY_SLUG})
+#                     },
+#                     {
+#                         'type': 'link',
+#                         'title': 'Data Import',
+#                         'url': reverse('django_ledger:data-import-jobs-list', kwargs={'entity_slug': ENTITY_SLUG})
+#                     }
+#                 ]
+#             },
+#             {
+#                 'type': 'links',
+#                 'title': 'Administration',
+#                 'links': [
+#                     {
+#                         'type': 'link',
+#                         'title': 'My Entities',
+#                         'url': reverse('django_ledger:home')
+#                     },
+#                     {
+#                         'type': 'link',
+#                         'title': 'Entity Settings',
+#                         'url': reverse('django_ledger:entity-update', kwargs={'entity_slug': ENTITY_SLUG})
+#                     }
+#                 ]
+#             }
+#         ]
+#         ctx['links'] = nav_menu_links
+#         ctx['request'] = context['request']
+#     return ctx
+
+
+# @register.inclusion_tag('django_ledger/product/tags/product_table.html', takes_context=True)
+# def product_table(context, queryset):
+#     entity_slug = context['view'].kwargs['entity_slug']
+#     return {
+#         'entity_slug': entity_slug,
+#         'product_list': queryset
+#     }
+
+
+# @register.inclusion_tag('django_ledger/service/tags/services_table.html', takes_context=True)
+# def service_table(context, queryset):
+#     entity_slug = context['view'].kwargs['entity_slug']
+#     return {
+#         'entity_slug': entity_slug,
+#         'service_list': queryset
+#     }
+
+
+# @register.inclusion_tag('django_ledger/expense/tags/expense_item_table.html', takes_context=True)
+# def expense_item_table(context, queryset):
+#     entity_slug = context['view'].kwargs['entity_slug']
+#     return {
+#         'entity_slug': entity_slug,
+#         'expense_list': queryset
+#     }
+
+
+# @register.inclusion_tag('django_ledger/inventory/tags/inventory_item_table.html', takes_context=True)
+# def inventory_item_table(context, queryset):
+#     entity_slug = context['view'].kwargs['entity_slug']
+#     return {
+#         'entity_slug': entity_slug,
+#         'inventory_item_list': queryset
+#     }
+
+
+# @register.inclusion_tag('django_ledger/invoice/tags/invoice_item_formset.html', takes_context=True)
+# def invoice_item_formset_table(context, itemtxs_formset):
+#     return {
+#         'entity_slug': context['view'].kwargs['entity_slug'],
+#         'invoice_model': context['invoice'],
+#         'total_amount__sum': context['total_amount__sum'],
+#         'itemtxs_formset': itemtxs_formset,
+#     }
+
+
+# @register.inclusion_tag('django_ledger/bills/tags/bill_item_formset.html', takes_context=True)
+# def bill_item_formset_table(context, item_formset):
+#     return {
+#         'entity_slug': context['view'].kwargs['entity_slug'],
+#         'bill_pk': context['view'].kwargs['bill_pk'],
+#         'total_amount__sum': context['total_amount__sum'],
+#         'item_formset': item_formset,
+#     }
+
+
+# @register.inclusion_tag('django_ledger/purchase_order/includes/po_item_formset.html', takes_context=True)
+# def po_item_formset_table(context, po_model, itemtxs_formset):
+#     return {
+#         'entity_slug': context['view'].kwargs['entity_slug'],
+#         'po_model': po_model,
+#         'itemtxs_formset': itemtxs_formset,
+#     }
+
+
+# @register.inclusion_tag('django_ledger/uom/tags/uom_table.html', takes_context=True)
+# def uom_table(context, uom_queryset):
+#     return {
+#         'entity_slug': context['view'].kwargs['entity_slug'],
+#         'uom_list': uom_queryset
+#     }
+
+
+# @register.inclusion_tag('django_ledger/inventory/tags/inventory_table.html', takes_context=True)
+# def inventory_table(context, queryset):
+#     ctx = {
+#         'entity_slug': context['view'].kwargs['entity_slug'],
+#         'inventory_list': queryset
+#     }
+#     ctx.update(queryset.aggregate(inventory_total_value=Sum('total_value')))
+#     return ctx
+
+
+# @register.inclusion_tag('django_ledger/estimate/includes/estimate_table.html', takes_context=True)
+# def customer_estimate_table(context, queryset):
+#     return {
+#         'entity_slug': context['view'].kwargs['entity_slug'],
+#         'ce_list': queryset
+#     }
+
+
+# @register.inclusion_tag('django_ledger/estimate/includes/estimate_item_table.html', takes_context=True)
+# def estimate_item_table(context, queryset):
+#     return {
+#         'entity_slug': context['view'].kwargs['entity_slug'],
+#         'ce_model': context['estimate_model'],
+#         'ce_item_list': queryset
+#     }
+
+
+# @register.inclusion_tag('django_ledger/purchase_order/tags/po_item_table.html', takes_context=True)
+# def po_item_table(context, queryset):
+#     return {
+#         'entity_slug': context['view'].kwargs['entity_slug'],
+#         'po_model': context['po_model'],
+#         'po_item_list': queryset
+#     }
+
+
+# @register.inclusion_tag('django_ledger/estimate/tags/ce_item_formset.html', takes_context=True)
+# def customer_estimate_item_formset(context, item_formset):
+#     return {
+#         'entity_slug': context['view'].kwargs['entity_slug'],
+#         'ce_pk': context['view'].kwargs['ce_pk'],
+#         'ce_revenue_estimate__sum': context['ce_revenue_estimate__sum'],
+#         'ce_cost_estimate__sum': context['ce_cost_estimate__sum'],
+#         'item_formset': item_formset,
+#     }

inventory/urls.py

@@ -279,6 +279,7 @@ urlpatterns = [
         views.payment_create,
         name="payment_create",
     ),
+    
     # Users URLs
     path("user/create/", views.UserCreateView.as_view(), name="user_create"),
     path("user/<int:pk>/update/", views.UserUpdateView.as_view(), name="user_update"),
@@ -403,6 +404,7 @@ urlpatterns = [
         "sales/estimates/<uuid:pk>/send_email", views.send_email_view, name="send_email"
     ),
     path('sales/estimates/<uuid:pk>/sale_order/', views.create_sale_order, name='create_sale_order'),
+    path('sales/estimates/<uuid:pk>/sale_order/preview/', views.preview_sale_order, name='preview_sale_order'),
 
     # Invoice
     path("sales/invoices/", views.InvoiceListView.as_view(), name="invoice_list"),
@@ -523,6 +525,28 @@ urlpatterns = [
         views.bill_mark_as_paid,
         name="bill_mark_as_paid",
     ),
+    
+    # orders
+    path("orders/", views.OrderListView.as_view(), name="order_list"),
+    
+    # BALANCE SHEET Reports...
+    # Entities...
+    path('entity/<slug:entity_slug>/balance-sheet/',
+         views.BaseBalanceSheetRedirectView.as_view(),
+         name='entity-bs'),
+    path('entity/<slug:entity_slug>/balance-sheet/year/<int:year>/',
+         views.FiscalYearBalanceSheetViewBase.as_view(),
+         name='entity-bs-year'),
+    path('entity/<slug:entity_slug>/balance-sheet/quarter/<int:year>/<int:quarter>/',
+         views.QuarterlyBalanceSheetView.as_view(),
+         name='entity-bs-quarter'),
+    path('entity/<slug:entity_slug>/balance-sheet/month/<int:year>/<int:month>/',
+         views.MonthlyBalanceSheetView.as_view(),
+         name='entity-bs-month'),
+    path('entity/<slug:entity_slug>/balance-sheet/date/<int:year>/<int:month>/<int:day>/',
+         views.DateBalanceSheetView.as_view(),
+         name='entity-bs-date'),
+
 ]
 
 

inventory/utils.py

@@ -15,7 +15,13 @@ from django.core.mail import send_mail
 from django.utils.translation import gettext_lazy as _
 from inventory.utilities.financials import get_financial_value
 from django_ledger.models.items import ItemModel
-from django_ledger.models import InvoiceModel, EstimateModel,BillModel,VendorModel,CustomerModel
+from django_ledger.models import (
+    InvoiceModel,
+    EstimateModel,
+    BillModel,
+    VendorModel,
+    CustomerModel,
+)
 from decimal import Decimal
 
 
@@ -123,6 +129,73 @@ def calculate_vat_amount(amount):
     return amount
 
 
+def get_car_finance_data(model):
+    vat = models.VatRate.objects.filter(is_active=True).first()
+    data = model.get_itemtxs_data()[0].all()
+    total = sum(
+        [
+            Decimal(item.item_model.additional_info["car_finance"]["selling_price"])
+            * Decimal(item.ce_quantity or item.quantity)
+            for item in data
+        ]
+    )
+
+    additional_services = []
+
+    for i in data:
+        if i.item_model.additional_info["additional_services"]:
+            additional_services.extend(
+                [
+                    {"name": x.name, "price": x.price}
+                    for x in i.item_model.additional_info["additional_services"]
+                ]
+            )
+
+    return {
+        "cars": [
+            {
+                "vin": x.item_model.additional_info["car_info"]["vin"],
+                "make": x.item_model.additional_info["car_info"]["make"],
+                "model": x.item_model.additional_info["car_info"]["model"],
+                "year": x.item_model.additional_info["car_info"]["year"],
+                "trim": x.item_model.additional_info["car_info"]["mileage"],
+                "cost_price": x.item_model.additional_info["car_finance"]["cost_price"],
+                "selling_price": x.item_model.additional_info["car_finance"][
+                    "selling_price"
+                ],
+                "discount": x.item_model.additional_info["car_finance"][
+                    "discount_amount"
+                ],
+                "quantity": x.ce_quantity or x.quantity,
+                "unit_price": Decimal(x.item_model.additional_info["car_finance"]["total"]),
+                "total": Decimal(x.item_model.additional_info["car_finance"]["total"]) * Decimal(x.quantity or x.ce_quantity),
+                "total_vat": x.item_model.additional_info["car_finance"]["total_vat"],
+                "additional_services": x.item_model.additional_info[
+                    "additional_services"
+                ],
+            }
+            for x in data
+        ],
+        "quantity": sum((x.quantity or x.ce_quantity) for x in data),
+        "total_price": total,
+        "total_vat": (total * vat.rate) + total,
+        "total_discount": sum(
+            Decimal(x.item_model.additional_info["car_finance"]["discount_amount"])
+            for x in data
+        ),
+        "grand_total": Decimal(total * vat.rate)
+        + total
+        - Decimal(
+            sum(
+                Decimal(x.item_model.additional_info["car_finance"]["discount_amount"])
+                for x in data
+            )
+        ),
+        "additionals": additional_services,
+        "vat": vat.rate,
+    }
+
+
 def get_financial_values(model):
     vat = models.VatRate.objects.filter(is_active=True).first()
 
@@ -155,21 +228,27 @@ def get_financial_values(model):
             data = model.ce_model.get_itemtxs_data()[0].all()
         else:
             data = model.get_itemtxs_data()[0].all()
-    total = sum([Decimal(item.item_model.additional_info["car_finance"]["selling_price"]) * Decimal(item.ce_quantity or item.quantity) for item in data])
+    total = sum(
+        [
+            Decimal(item.item_model.additional_info["car_finance"]["selling_price"])
+            * Decimal(item.ce_quantity or item.quantity)
+            for item in data
+        ]
+    )
 
     discount_amount = sum(
-        Decimal(i.item_model.additional_info['car_finance']["discount_amount"])
+        Decimal(i.item_model.additional_info["car_finance"]["discount_amount"])
         for i in data
     )
 
     additional_services = []
 
     for i in data:
-        if i.item_model.additional_info['additional_services']:
+        if i.item_model.additional_info["additional_services"]:
             additional_services.extend(
                 [
                     {"name": x.name, "price": x.price}
-                    for x in i.item_model.additional_info['additional_services']
+                    for x in i.item_model.additional_info["additional_services"]
                 ]
             )
 
@@ -178,10 +257,12 @@ def get_financial_values(model):
 
     car_and_item_info = [
         {
-            "info": x.item_model.additional_info['car_info'],
+            "info": x.item_model.additional_info["car_info"],
-            "finances": x.item_model.additional_info['car_finance'],
+            "finances": x.item_model.additional_info["car_finance"],
             "quantity": x.ce_quantity or x.quantity,
-            "total": Decimal(x.item_model.additional_info['car_finance']['selling_price'])
+            "total": Decimal(
+                x.item_model.additional_info["car_finance"]["selling_price"]
+            )
             * Decimal(x.ce_quantity or x.quantity),
         }
         for x in data
@@ -288,7 +369,6 @@ def set_bill_payment(dealer, entity, bill, amount, payment_method):
         name="Accounts Payable", active=True
     )
 
-
     TransactionModel.objects.create(
         journal_entry=journal,
         account=cash_account,  # Debit Cash
@@ -309,7 +389,7 @@ def set_bill_payment(dealer, entity, bill, amount, payment_method):
     bill.save()
 
 
-def transfer_to_dealer(request,cars, to_dealer, remarks=None):
+def transfer_to_dealer(request, cars, to_dealer, remarks=None):
     dealer = get_user_type(request)
 
     if not cars:
@@ -338,29 +418,35 @@ def transfer_to_dealer(request,cars, to_dealer, remarks=None):
         car.dealer = to_dealer
         car.save()
 
-def transfer_car(car,transfer):
+
+def transfer_car(car, transfer):
     from_dealer = transfer.from_dealer
     to_dealer = transfer.to_dealer
     # add transfer.to_dealer as customer in transfer.from_dealer entity
 
-    customer = from_dealer.entity.get_customers().filter(
+    customer = (
-        email=to_dealer.user.email).first()
+        from_dealer.entity.get_customers().filter(email=to_dealer.user.email).first()
+    )
     if not customer:
         customer = from_dealer.entity.create_customer(
             customer_model_kwargs={
                 "customer_name": to_dealer.name,
                 "email": to_dealer.user.email,
-                "address_1": to_dealer.address
+                "address_1": to_dealer.address,
             }
         )
-        customer.additional_info.update({"type":"organization"})
+        customer.additional_info.update({"type": "organization"})
         customer.save()
 
     invoice = from_dealer.entity.create_invoice(
         customer_model=customer,
         terms=InvoiceModel.TERMS_NET_30,
-        cash_account=from_dealer.entity.get_default_coa_accounts().get(name="Cash", active=True),
+        cash_account=from_dealer.entity.get_default_coa_accounts().get(
-        prepaid_account=from_dealer.entity.get_default_coa_accounts().get(name="Accounts Receivable", active=True),
+            name="Cash", active=True
+        ),
+        prepaid_account=from_dealer.entity.get_default_coa_accounts().get(
+            name="Accounts Receivable", active=True
+        ),
         coa_model=from_dealer.entity.get_default_coa(),
     )
 
@@ -392,33 +478,41 @@ def transfer_car(car,transfer):
     invoice.mark_as_approved(from_dealer.entity.slug, from_dealer.entity.admin)
     # invoice.mark_as_paid(from_dealer.entity.slug, from_dealer.entity.admin)
     invoice.save()
-    #create car item product in to_dealer entity
+    # create car item product in to_dealer entity
     uom = to_dealer.entity.get_uom_all().filter(name=item.uom.name).first()
 
-    #create item product in the reciever ledger
+    # create item product in the reciever ledger
     product = to_dealer.entity.create_item_product(
-    name=item.name,
+        name=item.name,
-    uom_model=uom,
+        uom_model=uom,
-    item_type=item.item_type,
+        item_type=item.item_type,
-    coa_model=to_dealer.entity.get_default_coa(),
+        coa_model=to_dealer.entity.get_default_coa(),
     )
 
-    product.additional_info.update({'car_info': car.to_dict()})
+    product.additional_info.update({"car_info": car.to_dict()})
     product.save()
 
-    #add the sender as vendor and create a bill for it
+    # add the sender as vendor and create a bill for it
     vendor = None
     vendor = to_dealer.entity.get_vendors().filter(vendor_name=from_dealer.name).first()
     if not vendor:
-        vendor = VendorModel.objects.create(entity_model=to_dealer.entity, vendor_name=from_dealer.name,additional_info={"info":to_dict(from_dealer)})
+        vendor = VendorModel.objects.create(
+            entity_model=to_dealer.entity,
+            vendor_name=from_dealer.name,
+            additional_info={"info": to_dict(from_dealer)},
+        )
 
-    #transfer the car to to_dealer and create items record        
+    # transfer the car to to_dealer and create items record
 
     bill = to_dealer.entity.create_bill(
         vendor_model=vendor,
         terms=BillModel.TERMS_NET_30,
-        cash_account=to_dealer.entity.get_default_coa_accounts().get(name="Cash", active=True),
+        cash_account=to_dealer.entity.get_default_coa_accounts().get(
-        prepaid_account=to_dealer.entity.get_default_coa_accounts().get(name="Prepaid Expenses", active=True),
+            name="Cash", active=True
+        ),
+        prepaid_account=to_dealer.entity.get_default_coa_accounts().get(
+            name="Prepaid Expenses", active=True
+        ),
         coa_model=to_dealer.entity.get_default_coa(),
     )
     bill.additional_info = {}
@@ -428,14 +522,14 @@ def transfer_car(car,transfer):
             "quantity": transfer.quantity,
             "total_amount": transfer.total_price,
         }
-        }
+    }
 
-    bill_itemtxs = bill.migrate_itemtxs(itemtxs=bill_itemtxs,
+    bill_itemtxs = bill.migrate_itemtxs(
-                                          commit=True,
+        itemtxs=bill_itemtxs, commit=True, operation=BillModel.ITEMIZE_APPEND
-                                          operation=BillModel.ITEMIZE_APPEND)
+    )
 
-    bill.additional_info.update({'car_info': car.to_dict()})
+    bill.additional_info.update({"car_info": car.to_dict()})
-    bill.additional_info.update({'car_finance': car.finances.to_dict()})
+    bill.additional_info.update({"car_finance": car.finances.to_dict()})
 
     bill.mark_as_review()
     bill.mark_as_approved(to_dealer.entity.slug, to_dealer.entity.admin)
@@ -463,18 +557,19 @@ def transfer_car(car,transfer):
     car.save()
 
     return True
-    #pay the pill
+    # pay the pill
     # set_bill_payment(to_dealer,to_dealer.entity,bill,transfer.total_price,"credit")
 
+
 def to_dict(obj):
     obj_dict = vars(obj).copy()
-    if '_state' in vars(obj):
+    if "_state" in vars(obj):
         del obj_dict["_state"]
 
     for key, value in obj_dict.items():
         if isinstance(value, datetime.datetime):
-            obj_dict[key] = value.strftime('%Y-%m-%d %H:%M:%S')
+            obj_dict[key] = value.strftime("%Y-%m-%d %H:%M:%S")
-        elif hasattr(value,'pk') or hasattr(value,'id'):
+        elif hasattr(value, "pk") or hasattr(value, "id"):
             try:
                 obj_dict[key] = value.name
             except AttributeError:

inventory/views.py

@@ -84,6 +84,7 @@ from django.contrib.auth.models import Group
 from .utils import (
     calculate_vat_amount,
     get_calculations,
+    get_car_finance_data,
     get_financial_values,
     reserve_car,
     send_email,
@@ -2399,15 +2400,26 @@ def create_sale_order(request, pk):
         form = forms.SaleOrderForm(request.POST)
         if form.is_valid():
             form.save()
-            return redirect("success")
+            if not estimate.is_completed():
-    else:
+                estimate.mark_as_completed()
-        form = forms.SaleOrderForm()
+                estimate.save()
+            messages.success(request, "Sale Order created successfully")
+            return redirect("estimate_detail", pk=pk)
+    
+    form = forms.SaleOrderForm()
+    form.fields["estimate"].queryset = EstimateModel.objects.filter(pk=pk)
+    form.initial['estimate'] = estimate
+    data = get_car_finance_data(estimate)
     return render(
         request,
-        "sales/estimates/sale_order.html",
+        "sales/estimates/sale_order_form.html",
-        {"form": form, "estimate": estimate, "items": items},
+        {"form": form, "estimate": estimate, "items": items,"data": data},
     )
 
+def preview_sale_order(request,pk):
+    estimate = get_object_or_404(EstimateModel,pk=pk)
+    data = get_car_finance_data(estimate)
+    return render(request,'sales/estimates/sale_order_preview.html',{'order':estimate.sale_orders.first(),"data":data,"estimate":estimate})
 
 class PaymentRequest(LoginRequiredMixin, DetailView):
     model = EstimateModel
@@ -3406,6 +3418,13 @@ class SubscriptionPlans(ListView):
     context_object_name = "plans"
 
 
+# orders
+
+class OrderListView(ListView):
+    model = models.SaleOrder
+    template_name = "sales/orders/order_list.html"
+    context_object_name = "orders"    
+
 # email
 def send_email_view(request, pk):
     estimate = get_object_or_404(EstimateModel, pk=pk)
@@ -3474,3 +3493,48 @@ def custom_permission_denied_view(request, exception=None):
 
 def custom_bad_request_view(request, exception=None):
     return render(request, "errors/400.html", {})
+
+
+
+# from django_ledger.io.io_core import get_localdate
+# from django_ledger.views.mixins import (DjangoLedgerSecurityMixIn)
+# from django.views.generic import RedirectView
+from django_ledger.views.financial_statement import FiscalYearBalanceSheetView
+from django.views.generic import DetailView, RedirectView
+
+from django_ledger.io.io_core import get_localdate
+from django_ledger.models import EntityModel, EntityUnitModel
+from django_ledger.views.mixins import (
+    QuarterlyReportMixIn, YearlyReportMixIn,
+    MonthlyReportMixIn, DateReportMixIn, DjangoLedgerSecurityMixIn, EntityUnitMixIn,
+    BaseDateNavigationUrlMixIn, PDFReportMixIn
+)
+# BALANCE SHEET -----------
+
+class BaseBalanceSheetRedirectView(DjangoLedgerSecurityMixIn, RedirectView):
+
+    def get_redirect_url(self, *args, **kwargs):
+        year = get_localdate().year
+        return reverse('entity-bs-year',
+                       kwargs={
+                           'entity_slug': self.kwargs['entity_slug'],
+                           'year': year
+                       })
+class FiscalYearBalanceSheetViewBase(FiscalYearBalanceSheetView):
+    template_name = "ledger/reports/balance_sheet.html"
+    
+class QuarterlyBalanceSheetView(FiscalYearBalanceSheetViewBase, QuarterlyReportMixIn):
+    """
+    Quarter Balance Sheet View.
+    """
+
+class MonthlyBalanceSheetView(FiscalYearBalanceSheetViewBase, MonthlyReportMixIn):
+    """
+    Monthly Balance Sheet View.
+    """
+
+
+class DateBalanceSheetView(FiscalYearBalanceSheetViewBase, DateReportMixIn):
+    """
+    Date Balance Sheet View.
+    """

scripts/report.py

@@ -0,0 +1,9 @@
+from django_ledger.report.balance_sheet import BalanceSheetReport
+from django_ledger.models import EntityModel
+
+def run():
+    
+    entity = EntityModel.objects.first()
+    report = BalanceSheetReport(entity=entity)
+
+    print(report)

scripts/run.py

@@ -0,0 +1,70 @@
+from decimal import Decimal
+from django_ledger.models import EstimateModel
+from rich import print
+
+from inventory.models import VatRate
+
+
+def run():
+    estimate = EstimateModel.objects.first()
+    vat = VatRate.objects.filter(is_active=True).first()
+    data = estimate.get_itemtxs_data()[0].all()
+    total = sum(
+        [
+            Decimal(item.item_model.additional_info["car_finance"]["selling_price"])
+            * Decimal(item.ce_quantity or item.quantity)
+            for item in data
+        ]
+    )
+
+    additional_services = []
+
+    for i in data:
+        if i.item_model.additional_info["additional_services"]:
+            additional_services.extend(
+                [
+                    {"name": x.name, "price": x.price}
+                    for x in i.item_model.additional_info["additional_services"]
+                ]
+            )
+    cars_info = {
+        "cars": [
+            {
+                "vin": x.item_model.additional_info["car_info"]["vin"],
+                "make": x.item_model.additional_info["car_info"]["make"],
+                "model": x.item_model.additional_info["car_info"]["model"],
+                "year": x.item_model.additional_info["car_info"]["year"],
+                "trim": x.item_model.additional_info["car_info"]["mileage"],
+                "cost_price": x.item_model.additional_info["car_finance"]["cost_price"],
+                "selling_price": x.item_model.additional_info["car_finance"][
+                    "selling_price"
+                ],
+                "discount": x.item_model.additional_info["car_finance"][
+                    "discount_amount"
+                ],
+                "total": x.item_model.additional_info["car_finance"]["total"],
+                "additional_services": x.item_model.additional_info[
+                    "additional_services"
+                ],
+            }
+            for x in data
+        ],
+        "quantity": data.count(),
+        "total_price": total,
+        "total__vat": (total * vat.rate) + total,
+        "total_discount": sum(
+            Decimal(x.item_model.additional_info["car_finance"]["discount_amount"])
+            for x in data
+        ),
+        "grand_total": Decimal(total * vat.rate)
+        + total
+        - Decimal(
+            sum(
+                Decimal(x.item_model.additional_info["car_finance"]["discount_amount"])
+                for x in data
+            )
+        ),
+        "additionals": additional_services,
+    }
+
+    print(cars_info)

templates/base.html

@@ -56,6 +56,7 @@
     <main class="main" id="top">
     {% include 'header.html' %}
 <div class="content">
+    {% block period_navigation %}{% endblock period_navigation %}
 <section class="content">
     {% block content %}
     {% endblock content%}

templates/header.html

@@ -105,7 +105,7 @@
                   <!-- more inner pages-->
                 </li>
                 <li class="nav-item">
-                  <a class="nav-link" href="#">
+                  <a class="nav-link" href="{% url 'order_list' %}">
                     <div class="d-flex align-items-center">
                       <span class="nav-link-icon"><span class="fas fa-cart-plus"></span></span><span class="nav-link-text">{% trans "orders"|capfirst %}</span>
                     </div>
@@ -236,6 +236,11 @@
                       <span class="nav-link-icon"><span data-feather="package"></span></span><span class="nav-link-text">{% trans 'bills'|capfirst %}</span>
                     </div>
                   </a>
+                  <a class="nav-link" href="{% url 'entity-bs' request.user.dealer.entity.slug %}">
+                    <div class="d-flex align-items-center">
+                      <span class="nav-link-icon"><span data-feather="package"></span></span><span class="nav-link-text">{% trans 'bills'|capfirst %}</span>
+                    </div>
+                  </a>
                 </li>
               </ul>
             </div>

templates/ledger/reports/balance_sheet.html

@@ -0,0 +1,54 @@
+{% extends "base.html" %}
+{% load i18n %}
+{% load static %}
+{% load custom_filters %}
+
+
+{% block period_navigation %}
+    {% if entity %}
+        <div class="row mb-4">
+            <div class="col-12">{% period_navigation 'entity-bs' %}</div>
+        </div>
+    {% elif ledger %}
+        <div class="row mb-4">
+            <div class="col-12">{% period_navigation 'ledger-bs' %}</div>
+        </div>
+    {% elif unit_model %}
+        <div class="row mb-4">
+            <div class="col-12">{% period_navigation 'unit-bs' %}</div>
+        </div>
+    {% endif %}
+{% endblock %}
+
+
+{% block content %}
+    <div class="card shadow-sm border-0 p-6">
+        <div class="card-body">
+            <div class="text-center mb-5">
+                {% if entity %}
+                    <h1 class="display-4 fw-light">{{ entity.name }}</h1>
+                {% elif ledger %}
+                    <h1 class="display-4 fw-light">{{ ledger.name }}</h1>
+                {% elif unit_model %}
+                    <h1 class="display-4 fw-light">{{ ledger.name }}</h1>
+                {% endif %}
+                <h1 class="display-4 fw-bold">{% trans 'Balance Sheet' %}</h1>
+                {% if unit_model %}
+                    <h3 class="h2 fw-medium fst-italic">{{ unit_model.name }} {% trans 'Unit' %}</h3>
+                {% endif %}
+                <h2 class="display-6 fw-light">
+                    {% if quarter %}{{ year }} | Q{{ quarter }}
+                    {% elif month %}{{ from_date | date:'F, Y' }}
+                    {% else %}{% trans 'Fiscal Year' %} {{ year }}
+                    {% endif %}
+                </h2>
+                <p class="h5 fst-italic fw-light">As of {{ to_date | date:'m/d/Y' }}</p>
+            </div>
+
+            <!-- Balance Sheet Statement -->
+            <div class="table-responsive">
+                {% balance_sheet_statement io_model=object %}
+            </div>
+        </div>
+    </div>
+{% endblock %}

templates/ledger/reports/components/period_navigator.html

@@ -0,0 +1,73 @@
+{% load django_ledger %}
+{% load trans from i18n %}
+
+<div class="card shadow-sm">
+    <div class="card-body">
+        <!-- Header Section -->
+        <div class="text-center mb-4">
+            <h2 class="display-4 fw-medium">
+                {% if has_year %}Fiscal Year {{ to_date.year }}{% endif %}
+                {% if has_month %}{{ to_date | date:"F Y" }}{% endif %}
+                {% if has_quarter %}Q{{ quarter }} {{ year }}{% endif %}
+                {% if has_date %}{{ to_date | date }}{% endif %}
+            </h2>
+        </div>
+
+        <!-- Year Navigation -->
+        <div class="text-center mb-3">
+            <p class="mb-1">
+                <span class="fw-bold">Year:</span>
+                <a href="{{ previous_year_url }}" class="text-decoration-none me-2"><< {{ previous_year }}</a>
+                <a href="{{ current_year_url }}" class="text-decoration-none me-2">{{ year }}</a>
+                <a href="{{ next_year_url }}" class="text-decoration-none">{{ next_year }} >></a>
+            </p>
+        </div>        
+
+        <!-- Quarter Navigation -->
+        <div class="text-center mb-3">
+            <p class="mb-1">
+                <span class="fw-bold">Quarter:</span>
+                {% for q_url in quarter_urls %}
+                    <a href="{{ q_url.url }}" class="text-decoration-none me-2">{{ q_url.quarter_name }}</a>
+                    {% if not forloop.last %}|{% endif %}
+                {% endfor %}
+            </p>
+        </div>
+
+        <!-- Month Navigation -->
+        <div class="text-center mb-4">
+            <p class="mb-1">
+                <span class="fw-bold">{% trans 'Month' %}:</span>
+                {% for m_url in month_urls %}
+                    <a href="{{ m_url.url }}" class="text-decoration-none me-2">{{ m_url.month_abbr }}</a>
+                    {% if not forloop.last %}|{% endif %}
+                {% endfor %}
+            </p>
+        </div>
+
+        <!-- Date Range -->
+        <div class="text-center mb-4">
+            {% if has_date %}
+                <p class="fw-bold fst-italic">{{ from_date | date:"m/d/Y" }}</p>
+            {% else %}
+                <p class="fw-bold fst-italic">
+                    {{ from_date | date:"m/d/Y" }}
+                    {% trans 'thru' %}
+                    {{ to_date | date:"m/d/Y" }}
+                </p>
+            {% endif %}
+        </div>
+
+        <!-- Current Month Link -->
+        <div class="text-center mb-4">
+            <a href="{{ current_month_url }}" class="btn btn-link text-decoration-none">
+                {% trans 'Go To Current Month' %}
+            </a>
+        </div>
+
+        <!-- Date Picker -->
+        <div class="text-center">
+            {% date_picker date_navigation_url %}
+        </div>
+    </div>
+</div>

templates/ledger/reports/tags/balance_sheet_statement.html

@@ -0,0 +1,140 @@
+{% load django_ledger %}
+{% load i18n %}
+
+<div class="table-container">
+    <table class="table is-fullwidth is-narrow is-striped">
+        <tbody>
+        {% for bs_role, bs_role_data in tx_digest.balance_sheet.items %}
+            {% if bs_role_data.is_block %}
+                <tr>
+                    <td><h2 class="is-size-3">{{ bs_role | upper }}</h2></td>
+                    <td></td>
+                    {% if tx_digest.by_unit %}
+                        <td></td>
+                    {% endif %}
+                    <td></td>
+                    <td></td>
+                    <td></td>
+                </tr>
+                <tr>
+                    <th class="has-text-centered">{% trans 'Account Code' %}</th>
+                    <th class="has-text-centered">{% trans 'Account Name' %}</th>
+                    {% if tx_digest.by_unit %}
+                        <th class="has-text-centered">{% trans 'Unit' %}</th>
+                    {% endif %}
+                    <th class="has-text-centered">{% trans 'Balance Type' %}</th>
+                    <th class="has-text-centered">{% trans 'Balance Through' %} {{ tx_digest.to_date | date }}</th>
+                    <th class="has-text-centered">{% trans 'Actions' %}</th>
+                </tr>
+
+                {% for acc_role, acc_data in bs_role_data.roles.items %}
+                    <tr class="has-background-grey-light">
+                        <td class="p-3 has-text-weight-bold">{{ acc_data.role_name | upper }}</td>
+                        <td></td>
+                        {% if tx_digest.by_unit %}
+                            <td></td>
+                        {% endif %}
+                        <td></td>
+                        <td></td>
+                        <td></td>
+                    </tr>
+
+                    {% for acc in acc_data.accounts %}
+                        <tr>
+                            <td>{{ acc.code }}</td>
+                            <td class="has-text-left">{{ acc.name }}</td>
+                            {% if tx_digest.by_unit %}
+                                <td>{% if acc.unit_name %}{{ acc.unit_name }}{% endif %}</td>
+                            {% endif %}
+                            <td class="has-text-centered">{{ acc.balance_type.0 | upper }}</td>
+                            <td class="has-text-right">{% currency_symbol %}{{ acc.balance | currency_format }}</td>
+                            <td>
+                                <div class="dropdown is-hoverable" id="account-action-{{ account.uuid }}">
+                                    <div class="dropdown-trigger">
+                                        <button class="button is-small is-rounded"
+                                                aria-haspopup="true"
+                                                aria-controls="dropdown-menu">
+                                            <span>{% trans 'Actions' %}</span>
+                                            <span class="icon is-small">{% icon 'bi:arrow-down' 24 %}</span>
+                                        </button>
+                                    </div>
+                                    {% comment %} <div class="dropdown-menu" id="dropdown-menu-{{ acc.uuid }}" role="menu">
+                                        <div class="dropdown-content">
+                                            <a href="{% url 'django_ledger:account-detail' entity_slug=entity_slug coa_slug=acc.coa_slug account_pk=acc.account_uuid %}"
+                                               class="dropdown-item has-text-success">{% trans 'Detail' %}</a>
+                                            <a href="{% url 'django_ledger:account-update' entity_slug=entity_slug coa_slug=acc.coa_slug account_pk=acc.account_uuid %}"
+                                               class="dropdown-item has-text-warning">{% trans 'Update' %}</a>
+                                        </div>
+                                    </div> {% endcomment %}
+                                </div>
+                            </td>
+                        </tr>
+                    {% endfor %}
+
+                    <tr class="has-text-weight-bold is-selected">
+                        <td></td>
+                        <td>{{ acc_data.role_name | upper }} {% trans 'Total:' %}</td>
+                        <td></td>
+                        {% if tx_digest.by_unit %}
+                            <td></td>
+                        {% endif %}
+                        <td class="has-text-right">
+                            {% currency_symbol %}{{ acc_data.total_balance | currency_format }}</td>
+                        <td></td>
+                    </tr>
+
+                {% endfor %}
+
+
+                {% if bs_role != 'equity' %}
+                    <tr class="has-text-weight-bold is-size-5">
+                    <td>{% trans 'Total' %} {{ bs_role | upper }}</td>
+                    <td></td>
+                    {% if tx_digest.by_unit %}
+                        <td></td>
+                    {% endif %}
+                    <td></td>
+                    <td></td>
+                    <td>{% currency_symbol %}{{ bs_role_data.total_balance | currency_format }}</td>
+                {% endif %}
+            </tr>
+
+            {% endif %}
+        {% endfor %}
+
+
+        <tr class="has-text-weight-bold is-size-5">
+            <td>{% trans 'Retained Earnings' %}</td>
+            <td></td>
+            {% if tx_digest.by_unit %}
+                <td></td>
+            {% endif %}
+            <td></td>
+            <td></td>
+            <td>{% currency_symbol %}{{ tx_digest.group_balance.GROUP_EARNINGS | currency_format }}</td>
+        </tr>
+
+        <tr class="has-text-weight-bold is-size-5">
+            <td>{% trans 'Total EQUITY' %}</td>
+            <td></td>
+            {% if tx_digest.by_unit %}
+                <td></td>
+            {% endif %}
+            <td></td>
+            <td></td>
+            <td>{% currency_symbol %}{{ tx_digest.group_balance.GROUP_EQUITY | currency_format }}</td>
+        </tr>
+        <tr class="has-text-weight-bold is-size-5">
+            <td>{% trans 'Total Equity + Liabilities' %}</td>
+            <td></td>
+            {% if tx_digest.by_unit %}
+                <td></td>
+            {% endif %}
+            <td></td>
+            <td></td>
+            <td>{% currency_symbol %}{{ tx_digest.group_balance.GROUP_LIABILITIES_EQUITY | currency_format }}</td>
+        </tr>
+
+        </tbody>
+    </table>
+</div>

templates/sales/estimates/estimate_detail.html

@@ -45,7 +45,10 @@
                     {% elif estimate.status == 'in_review' %}
                       <button id="accept_estimate" onclick="setFormAction('approved')" class="btn btn-phoenix-secondary" data-bs-toggle="modal" data-bs-target="#confirmModal"><span class="d-none d-sm-inline-block">{% trans 'Mark As Accept' %}</span></button>                                                          
                     {% elif estimate.status == 'approved' %}                                          
+                      <a href="{% url 'create_sale_order' estimate.pk %}" class="btn btn-phoenix-primary"><span class="d-none d-sm-inline-block">{% trans 'Create Sale Order' %}</span></a>                    
+                      {% elif estimate.status == 'completed' %}
                       <a href="{% url 'invoice_create' estimate.pk %}" class="btn btn-phoenix-primary"><span class="d-none d-sm-inline-block">{% trans 'Create Invoice' %}</span></a>                    
+                      <a href="{% url 'preview_sale_order' estimate.pk %}" class="btn btn-phoenix-primary"><span class="d-none d-sm-inline-block">{% trans 'Preview Sale Order' %}</span></a>                    
                     {% elif estimate.status == 'in_review' %}
                       <a href="{% url 'estimate_preview' estimate.pk %}" class="btn btn-phoenix-primary"><span class="d-none d-sm-inline-block">{% trans 'Preview' %}</span></a>                                                                                                  
                     {% endif %}

templates/sales/estimates/sale_order_form.html

@@ -0,0 +1,157 @@
+{% extends 'base.html' %}
+{% load i18n static %}
+{% load crispy_forms_filters %}
+{% block title %}
+  {% trans 'Sale Order' %}
+{% endblock %}
+
+{% block content %}
+  <link rel="stylesheet" href="{% static 'flags/sprite.css' %}" />
+  <div class="row">
+    <div class="row mb-3">
+      <div class="col-sm-6 col-md-8">
+        <div class="d-sm-flex justify-content-between">
+          <h3 class="mb-3">
+            {% if customer.created %}
+              {{ _('Edit Sale Order') }}
+            {% else %}
+              {{ _('Add Sale Order') }}
+            {% endif %}
+          </h3>
+        </div>
+      </div>
+    </div>
+
+    <div class="row mb-3">
+      <div class="col-sm-5 col-md-6">
+        <form method="post" class="form row g-3 needs-validation" novalidate>
+          {% csrf_token %}
+          {{ form|crispy }}
+          <div class="col-12">
+            <button class="btn btn-primary" type="submit">{% trans 'Save' %}</button>
+          </div>
+        </form>
+      </div>
+      <div class="col-xl-4 col-xxl-4">
+        <div class="px-xl-4 mb-7">
+          <div class="row mx-0 mx-sm-3 mx-lg-0 px-lg-0">
+            <div class="col-sm-12 col-xxl-6 py-3">
+              <table class="w-100 table-stats table-stats">
+                <tr>
+                  <th></th>
+                  <th></th>
+                  <th></th>
+                </tr>
+                <tr>
+                  <td class="py-2">
+                    <div class="d-inline-flex align-items-center">
+                      <div class="d-flex bg-success-subtle rounded-circle flex-center me-3" style="width:24px; height:24px">
+                        <span class="text-success-dark" data-feather="bar-chart-2" style="width:16px; height:16px"></span>
+                      </div>
+                      <p class="fw-bold mb-0">Customer Name</p>
+                    </div>
+                  </td>
+                  <td class="py-2 d-none d-sm-block pe-sm-2">:</td>
+                  <td class="py-2">
+                    <p class="ps-6 ps-sm-0 fw-semibold mb-0 mb-0 pb-3 pb-sm-0">{{ estimate.customer.customer_name }}</p>
+                  </td>
+                </tr>
+                <tr>
+                  <td class="py-2">
+                    <div class="d-flex align-items-center">
+                      <div class="d-flex bg-info-subtle rounded-circle flex-center me-3" style="width:24px; height:24px">
+                        <span class="text-info-dark" data-feather="trending-up" style="width:16px; height:16px"></span>
+                      </div>
+                      <p class="fw-bold mb-0">Email</p>
+                    </div>
+                  </td>
+                  <td class="py-2 d-none d-sm-block pe-sm-2">:</td>
+                  <td class="py-2">
+                    <p class="ps-6 ps-sm-0 fw-semibold mb-0">{{ estimate.customer.email }}</p>
+                  </td>
+                </tr>
+                <tr>
+                  <td class="py-2">
+                    <div class="d-flex align-items-center">
+                      <div class="d-flex bg-info-subtle rounded-circle flex-center me-3" style="width:24px; height:24px">
+                        <span class="text-info-dark" data-feather="trending-up" style="width:16px; height:16px"></span>
+                      </div>
+                      <p class="fw-bold mb-0">Address</p>
+                    </div>
+                  </td>
+                  <td class="py-2 d-none d-sm-block pe-sm-2">:</td>
+                  <td class="py-2">
+                    <p class="ps-6 ps-sm-0 fw-semibold mb-0">{{ estimate.customer.address_1 }}</p>
+                  </td>
+                </tr>
+                <tr>
+                  <td class="py-2">
+                    <div class="d-flex align-items-center">
+                      <div class="d-flex bg-info-subtle rounded-circle flex-center me-3" style="width:24px; height:24px">
+                        <span class="text-info-dark" data-feather="trending-up" style="width:16px; height:16px"></span>
+                      </div>
+                      <p class="fw-bold mb-0">Total Amount</p>
+                    </div>
+                  </td>
+                  <td class="py-2 d-none d-sm-block pe-sm-2">:</td>
+                  <td class="py-2">
+                    <p class="ps-6 ps-sm-0 fw-semibold mb-0">${{ data.grand_total }}</p>
+                  </td>
+                </tr>
+              </table>
+            </div>
+          </div>
+        </div>
+      </div>
+    
+    <div class="border-top border-bottom border-translucent mt-10" id="leadDetailsTable">
+      <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" />
+                </div>
+              </th>
+              <th class="sort white-space-nowrap align-middle pe-3 ps-0 text-uppercase" scope="col" data-sort="name" style="width:20%; min-width:100px">Vin</th>
+              <th class="sort align-middle pe-6 text-uppercase" scope="col" data-sort="description" style="width:20%; max-width:60px">Make</th>
+              <th class="sort align-middle text-start text-uppercase" scope="col" data-sort="create_date" style="width:20%; min-width:115px">Model</th>
+              <th class="sort align-middle text-start text-uppercase" scope="col" data-sort="create_by" style="width:20%; min-width:150px">Year</th>
+              <th class="sort align-middle text-start text-uppercase" scope="col" data-sort="create_by" style="width:20%; min-width:150px">Unit Price</th>              
+              <th class="align-middle pe-0 text-end" scope="col" style="width:15%;"></th>
+            </tr>
+          </thead>
+          <tbody class="list" id="lead-details-table-body">
+            {% for car in data.cars %}
+                <tr class="hover-actions-trigger btn-reveal-trigger position-static">
+                <td class="fs-9 align-middle px-0 py-3">
+                    <div class="form-check mb-0 fs-8">
+                    <input class="form-check-input" type="checkbox" />
+                    </div>
+                </td>
+                <td class="name align-middle white-space-nowrap py-2 ps-0">
+                    <a class="d-flex align-items-center text-body-highlight" href="#!">
+                    {% comment %} <div class="avatar avatar-m me-3 status-online">
+                        <img class="rounded-circle" src="" alt="" />
+                    </div> {% endcomment %}
+                    <h6 class="mb-0 text-body-highlight fw-bold">{{car.vin}}</h6>
+                    </a>
+                </td>
+                <td class="description align-middle white-space-nowrap text-start fw-bold text-body-tertiary py-2 pe-6">{{car.make}}</td>                
+                <td class="create_by align-middle white-space-nowrap fw-semibold text-body-highlight">{{car.model}}</td>
+                <td class="create_by align-middle white-space-nowrap fw-semibold text-body-highlight">{{car.year}}</td>
+                <td class="last_activity align-middle text-center py-2">
+                    <div class="d-flex align-items-center flex-1">
+                    <span class="fw-bold fs-9 text-body">${{car.total_vat}}</span>
+                    </div>
+                </td>                
+                </tr>
+            {% endfor %}
+          </tbody>
+        </table>
+      </div>
+    </div>
+  </div>
+  </div>
+{% endblock %}

templates/sales/estimates/sale_order_preview.html

@@ -123,7 +123,7 @@
     <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.0.0-beta3/css/all.min.css">
 </head>
 <body>
-{% if estimate.status != "in_review"  %}
+{% if not estimate.is_completed  %}
 <main class="main" id="top">
     <div class="px-3">
       <div class="row min-vh-100 flex-center p-5">
@@ -208,44 +208,6 @@
         </button>
     </div> {% endcomment %}
 
-    <!-- Accept Modal -->
-    <div class="modal fade" id="acceptModal" tabindex="-1" aria-labelledby="acceptModalLabel" aria-hidden="true">
-        <div class="modal-dialog">
-            <div class="modal-content">
-                <div class="modal-header">
-                    <h5 class="modal-title" id="acceptModalLabel">{% trans 'Accept Estimate' %}</h5>
-                    <button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="Close"></button>
-                </div>
-                <div class="modal-body">
-                    {% trans 'Are you sure you want to accept this estimate?' %}
-                </div>
-                <div class="modal-footer">
-                    <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">{% trans 'Cancel' %}</button>                    
-                    <a href="{% url 'estimate_mark_as' estimate.pk %}?mark=accepted" type="button" class="btn btn-success" id="confirmAccept">{% trans 'Accept' %}</a>
-                </div>
-            </div>
-        </div>
-    </div>
-
-    <!-- Reject Modal -->
-    <div class="modal fade" id="rejectModal" tabindex="-1" aria-labelledby="rejectModalLabel" aria-hidden="true">
-        <div class="modal-dialog">
-            <div class="modal-content">
-                <div class="modal-header">
-                    <h5 class="modal-title" id="rejectModalLabel">{% trans 'Reject Estimate' %}</h5>
-                    <button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="Close"></button>
-                </div>
-                <div class="modal-body">
-                    {% trans 'Are you sure you want to reject this estimate?' %}
-                </div>
-                <div class="modal-footer">
-                    <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">{% trans 'Cancel' %}</button>                    
-                    <a href="{% url 'estimate_mark_as' estimate.pk %}?mark=rejected" type="button" class="btn btn-danger" id="confirmReject">{% trans 'Reject' %}</a>
-                </div>
-            </div>
-        </div>
-    </div>
-
     <div class="estimate-row" id="estimate-content">
         <!-- Header -->
         <div class="estimate-header">
@@ -265,30 +227,31 @@
             <p><strong>{% trans "Terms" %} :</strong> {{estimate.terms|title}}</p>
         </div>
 
+
         <!-- Items Table -->
         <div class="estimate-table">
             <table class="table table-bordered">
                 <thead>
                     <tr>                        
+                        <th>{% trans "VIN" %}</th>
                         <th>{% trans "Make" %}</th>
                         <th>{% trans "Model" %}</th>
                         <th>{% trans "Year" %}</th>
-                        <th>{% trans "VIN" %}</th>
                         <th class="text-center">{% trans "Quantity" %}</th>
                         <th class="text-center">{% trans "Unit Price" %}</th>
                         <th class="text-center">{% trans "Total" %}</th>
                     </tr>
                 </thead>
                 <tbody>
-                    {% for item in items %}
+                    {% for car in data.cars %}
                     <tr>
-                        <td>{{ item.item_model.additional_info.car_info.make }}</td>
+                        <td>{{ car.vin }}</td>
-                        <td>{{ item.item_model.additional_info.car_info.model }}</td>
+                        <td>{{ car.make }}</td>
-                        <td>{{ item.item_model.additional_info.car_info.year }}</td>
+                        <td>{{ car.model }}</td>
-                        <td>{{ item.item_model.additional_info.car_info.vin }}</td>
+                        <td>{{ car.year }}</td>                        
-                        <td class="text-center">{{ item.ce_quantity }}</td>                        
+                        <td class="text-center">{{ car.quantity }}</td>                        
-                        <td class="text-center">{{ item.item_model.additional_info.car_finance.selling_price }}</td>
+                    <td class="text-center">{{ car.unit_price }}</td>
-                        <td class="highlight fw-semibold text-center">{{ item.total }}</td>                        
+                        <td class="highlight fw-semibold text-center">{{ car.total }}</td>                        
                     </tr>
                     {% endfor %}
                 </tbody>
@@ -297,10 +260,10 @@
 
         <!-- Additional Charges (VAT and Services) -->
         <div class="additional-charges">
-            <p><strong>{% trans "VAT" %} ({{vat}}%):</strong> <span class="highlight">${{vat_amount}}</span></p>
+            <p><strong>{% trans "VAT" %} ({{vat}}%):</strong> <span class="highlight">${{data.vat}}</span></p>
             <p><strong>{% trans "Additional Services" %}:</strong> 
                 <br>
-                {% for service in additional_services %}
+                {% for service in data.additional_services %}
                     <span class="highlight">{{service.name}} - ${{service.price}}</span><br>
                 {% endfor %}
             </p>
@@ -308,7 +271,7 @@
 
         <!-- Total -->
         <div class="estimate-total">
-            <p><strong>{%trans "Total Amount" %}:</strong> <span class="highlight">${{total}}</span></p>
+            <p><strong>{%trans "Total Amount" %}:</strong> <span class="highlight">${{data.grand_total}}</span></p>
         </div>
 
         <!-- Footer Note -->

templates/sales/orders/order_list.html

@@ -0,0 +1,48 @@
+{% extends "base.html" %}
+{% load i18n static %}
+
+{% block title %}{{ _("Orders") }}{% endblock title %}
+
+{% block content %}
+<div class="row mt-4">
+    <h3 class="mb-3">{% trans "Orders" %}</h3>
+
+    <div class="table-responsive px-1 scrollbar">
+        <table class="table fs-9 mb-0 border-top border-translucent">
+            <thead>
+                <tr>
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Order Number" %}</th>
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Customer" %}</th>
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "For Estimate" %}</th>                    
+                </tr>
+            </thead>
+            <tbody class="list">
+                {% for order in orders %}
+                <tr class="hover-actions-trigger btn-reveal-trigger position-static">
+                    <td class="align-middle product white-space-nowrap py-0">{{ order.formatted_order_id }}</td>
+                    <td class="align-middle product white-space-nowrap py-0">{{ order.estimate.customer.customer_name }}</td>
+                    <td class="align-middle product white-space-nowrap">{{ order.estimate }}</td>                                                                                                                                                                                
+                    
+                    <td class="text-center">
+                        {% comment %} <a href="{% url 'estimate_detail' estimate.pk %}" 
+                           class="btn btn-sm btn-phoenix-success">
+                           {% trans "view"|capfirst %}
+                        </a> {% endcomment %}
+                    </td>                                                            
+                </tr>
+                {% empty %}
+                <tr>
+                    <td colspan="6" class="text-center">{% trans "No Quotations Found" %}</td>
+                </tr>
+                {% endfor %}
+            </tbody>
+        </table>
+    </div>
+    <div class="d-flex justify-content-center">
+        {% if is_paginated %}
+        {% include 'partials/pagination.html' %}
+        {% endif %}
+    </div>
+
+</div>
+{% endblock %}