update estimate creation

inventory/forms.py

@@ -2264,4 +2264,12 @@ class CarDealershipRegistrationForm(forms.ModelForm):
 
     class Meta:
         model = UserRegistration
-        fields = ("name","arabic_name", "email","phone_number", "crn", "vrn", "address")
+        fields = ("name","arabic_name", "email","phone_number", "crn", "vrn", "address")
+
+class CarDetailsEstimateCreate(forms.Form):
+    customer = forms.ModelChoiceField(
+        queryset=Customer.objects.all(),
+        required=True,
+        label="Customer",
+        widget=forms.Select(attrs={"class": "form-control"}),
+    )

inventory/models.py

@@ -910,6 +910,16 @@ class Car(Base):
         )
         self.save()
 
+    def get_active_estimates(self):
+        qs = self.item_model.itemtransactionmodel_set.exclude(ce_model__status="canceled")
+
+        data = []
+        for item in qs:
+            x = ExtraInfo.objects.filter(object_id=item.ce_model.pk,content_type=ContentType.objects.get_for_model(EstimateModel)).first()
+            if x:
+                data.append(x)
+        return data
+
     @property
     def logo(self):
         return self.id_car_make.logo.url if self.id_car_make.logo else None
@@ -1531,7 +1541,7 @@ class Staff(models.Model):
     #     max_length=255, unique=True, editable=False, null=True, blank=True,allow_unicode=True
     # )
     slug = RandomCharField(length=8, unique=True)
-    
+
     objects = StaffUserManager()
 
     @property
@@ -2487,12 +2497,14 @@ class Opportunity(models.Model):
         ]
 
     def __str__(self):
-        if self.customer:
+        try:
-            return (
+            if self.customer:
-                f"Opportunity for {self.customer.first_name} {self.customer.last_name}"
+                return (
-            )
+                    f"Opportunity for {self.customer.first_name} {self.customer.last_name}"
-        return f"Opportunity for {self.organization.name}"
+                )
-
+            return f"Opportunity for {self.organization.name}"
+        except Exception:
+            return f"Opportunity for car :{self.car}"
 
 class Notes(models.Model):
     dealer = models.ForeignKey(Dealer, on_delete=models.CASCADE, related_name="notes")

inventory/urls.py

@@ -342,6 +342,11 @@ urlpatterns = [
         views.CarDetailView.as_view(),
         name="car_detail",
     ),
+    path(
+        "<slug:dealer_slug>/cars/<slug:slug>/estimate/",
+        views.create_estimate_for_car,
+        name="create_estimate_for_car",
+    ),
     path("cars/<slug:slug>/history/", views.car_history, name="car_history"),
     path(
         "<slug:dealer_slug>/cars/<slug:slug>/update/",
@@ -789,7 +794,7 @@ urlpatterns = [
     ),
     path(
         "<slug:dealer_slug>/sales/estimates/create/<slug:slug>/",
-        views.create_estimate,
+        views.estimate_create_from_opportunity,
         name="estimate_create_from_opportunity",
     ),
     path(
@@ -938,7 +943,7 @@ urlpatterns = [
         views.ItemServiceUpdateView.as_view(),
         name="item_service_update",
     ),
-    
+
     path(
         "<slug:dealer_slug>/items/services/<int:pk>/detail/",
         views.ItemServiceDetailView.as_view(),
@@ -962,7 +967,7 @@ urlpatterns = [
     ),
     path(
         "<slug:dealer_slug>/items/expeneses/<uuid:pk>/detail/",
-        views.ItemExpenseDetailView.as_view(),  
+        views.ItemExpenseDetailView.as_view(),
         name="item_expense_detail",
     ),
     # Bills

inventory/utils.py

@@ -2815,3 +2815,36 @@ def generate_car_image_simple(car):
         error_msg = f"Image processing failed: {e}"
         logger.error(error_msg)
         return {"success": False, "error": error_msg}
+
+
+
+
+def create_estimate_(dealer,car,customer):
+    entity = dealer.entity
+    title = f"Estimate for {car.vin}-{car.id_car_make.name}-{car.id_car_model.name}-{car.year} for customer {customer.first_name} {customer.last_name}"
+    estimate = entity.create_estimate(
+        estimate_title=title,
+        customer_model=customer.customer_model,
+        contract_terms="fixed",
+    )
+
+    estimate_itemtxs = {
+        car.item_model.item_number: {
+            "unit_cost": round(float(car.marked_price)),
+            "unit_revenue": round(float(car.marked_price)),
+            "quantity": 1,
+            "total_amount": round(float(car.final_price_plus_vat)),
+        }
+    }
+
+    try:
+        estimate.migrate_itemtxs(
+            itemtxs=estimate_itemtxs,
+            commit=True,
+            operation=EstimateModel.ITEMIZE_APPEND,
+        )
+    except Exception as e:
+        estimate.delete()
+        raise e
+
+    return estimate

inventory/views.py

@@ -204,6 +204,7 @@ from .services import (
 )
 from .utils import (
     CarFinanceCalculator,
+    create_estimate_,
     get_car_finance_data,
     get_finance_data,
     get_item_transactions,
@@ -1737,6 +1738,15 @@ class CarDetailView(LoginRequiredMixin, PermissionRequiredMixin, DetailView):
     context_object_name = "car"
     permission_required = ["inventory.view_car"]
 
+    def get_context_data(self, **kwargs):
+        context = super().get_context_data(**kwargs)
+        form = forms.CarDetailsEstimateCreate()
+        form.fields["customer"].queryset = form.fields["customer"].queryset.filter(dealer=self.request.dealer)
+        context["estimate_form"] = form
+        context["active_estimates"] = self.object.get_active_estimates()
+
+        return context
+
 
 def CarFinanceUpdateView(request,dealer_slug,slug):
     car = get_object_or_404(models.Car, slug=slug)
@@ -7239,6 +7249,7 @@ class OpportunityCreateView(
         instance = form.save(commit=False)
         instance.dealer = dealer
         instance.staff = instance.lead.staff
+        instance.customer = instance.lead.customer
         instance.save()
         instance.lead.convert_to_customer()
         instance.lead.save()
@@ -12001,3 +12012,70 @@ def payment_result(request):
     if s == "success":
         return render(request, 'plans/payment_success.html')
     return render(request, 'plans/payment_failed.html')
+
+
+@require_POST
+def create_estimate_for_car(request,dealer_slug,slug):
+    car = get_object_or_404(models.Car, slug=slug)
+    dealer = get_object_or_404(models.Dealer, slug=dealer_slug)
+
+    if request.method == 'POST':
+        form = forms.CarDetailsEstimateCreate(request.POST)
+        if form.is_valid():
+            customer = form.cleaned_data['customer']
+            estimate = create_estimate_(dealer, car, customer)
+
+            if request.is_staff:
+                models.ExtraInfo.objects.create(
+                    dealer=dealer,
+                    content_object=estimate,
+                    related_object=request.staff,
+                    created_by=request.user,
+                    data={"vat_rate": dealer.vat_rate, "discount": 0},
+                )
+            else:
+                models.ExtraInfo.objects.create(
+                    dealer=dealer,
+                    content_object=estimate,
+                    related_object=request.user,
+                    created_by=request.user,
+                    data={"vat_rate": dealer.vat_rate, "discount": 0},
+                )
+
+            messages.success(request, "Estimate created successfully.")
+            return redirect("estimate_detail", dealer_slug=dealer.slug, pk=estimate.pk)
+        else:
+            messages.error(request, "Please correct the errors below.")
+        return redirect("car_detail", dealer_slug=dealer.slug, slug=car.slug)
+@require_POST
+def estimate_create_from_opportunity(request,dealer_slug,slug):
+    opportunity = get_object_or_404(models.Opportunity, slug=slug)
+    dealer = get_object_or_404(models.Dealer, slug=dealer_slug)
+    car = opportunity.car
+    customer = opportunity.customer
+    # TODO: set safe guard, so it doesnt recreate it
+    if not all([dealer,car,customer]):
+        messages.error(request, "Please correct the errors below.")
+        return redirect("opportunity_detail", dealer_slug=dealer.slug, slug=opportunity.slug)
+
+    estimate = create_estimate_(dealer, car, customer)
+
+    if request.is_staff:
+        models.ExtraInfo.objects.create(
+            dealer=dealer,
+            content_object=estimate,
+            related_object=request.staff,
+            created_by=request.user,
+            data={"vat_rate": dealer.vat_rate, "discount": 0},
+        )
+    else:
+        models.ExtraInfo.objects.create(
+            dealer=dealer,
+            content_object=estimate,
+            related_object=request.user,
+            created_by=request.user,
+            data={"vat_rate": dealer.vat_rate, "discount": 0},
+        )
+
+    messages.success(request, "Estimate created successfully.")
+    return redirect("estimate_detail", dealer_slug=dealer.slug, pk=estimate.pk)

templates/crm/opportunities/opportunity_detail.html

@@ -30,7 +30,9 @@
                         {% else %}
                             {% if perms.django_ledger.add_estimatemodel %}
                                 <a class="dropdown-item"
-                                   href="{% url 'estimate_create_from_opportunity' request.dealer.slug opportunity.slug %}">{{ _("Create Quotation") }}</a>
+                                    type="button"
+                                    data-bs-toggle="modal"
+                                    data-bs-target="#estimateModal">{% trans "Create Estimate" %}</a>
                             {% endif %}
                         {% endif %}
                     </li>
@@ -854,6 +856,33 @@
 {% include "components/note_modal.html" with content_type="opportunity" slug=opportunity.slug %}
 <!-- schedule Modal -->
 {% include "components/schedule_modal.html" with content_type="opportunity" slug=opportunity.slug %}
+
+<div class="modal fade"
+             id="estimateModal"
+             tabindex="-1"
+             aria-labelledby="estimateModalLabel"
+             aria-hidden="true">
+            <div class="modal-dialog modal-sm">
+                <div class="modal-content">
+                    <div class="modal-header">
+                        <h5 class="modal-title" id="estimateModalLabel">{% trans 'Create Estimate' %}</h5>
+                        <button type="button"
+                                class="btn-close"
+                                data-bs-dismiss="modal"
+                                aria-label="Close"></button>
+                    </div>
+                    <div id="estimateModalBody" class="main-modal-body" style="padding: 20px;">
+                        <form action="{% url 'estimate_create_from_opportunity' request.dealer.slug opportunity.slug %}" method="post">
+                            {% csrf_token %}
+                            <p>{% trans 'Are you sure you want to create an estimate from this opportunity?' %}</p>
+                            <button type="submit" class="btn btn-primary">{% trans 'Create Estimate' %}</button>
+                            <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">{% trans 'Cancel' %}</button>
+                        </form>
+                    </div>
+                </div>
+            </div>
+        </div>
+
 {% endblock %}
 {% block customJS %}
     <script>

templates/inventory/car_detail.html

@@ -1,5 +1,6 @@
 {% extends 'base.html' %}
 {% load i18n static custom_filters %}
+{% load crispy_forms_filters %}
 {% load tenhal_tag %}
 {% block title %}{{ _("Car Details") }}{% endblock %}
 {% block customCSS %}
@@ -74,6 +75,27 @@
         </div>
     {% endif %}
     <!-- Main row -->
+    {% if car.ready %}
+    <div class="d-flex align-items-center">
+        <button type="button"
+        class="btn btn-sm btn-phoenix-success mb-2 me-2"
+            data-bs-toggle="modal"
+            data-bs-target="#estimateModal">
+            {% trans 'Create Estimate' %}
+        </button>
+        <div class="d-flex align-items-center">
+            <span class="badge rounded-10 badge-phoenix-success">{{active_estimates|length}}</span>
+            <div class="d-flex flex-wrap gap-2 ms-2">
+                {% for e in active_estimates %}
+                <div class="d-flex flex-column gap-2">
+                    <span class="badge rounded-10 badge-phoenix-success">{{e.content_object.estimate_number}}</span>
+                    <span class="badge rounded-10 badge-phoenix-success">{{e.related_object}}</span>
+                </div>
+                {% endfor %}
+            </div>
+        </div>
+    </div>
+{% endif %}
     {% if perms.inventory.view_car %}
         <div class="row-fluid {% if car.status == 'sold' %}disabled{% endif %}">
             <div class="row g-3 justify-content-between">
@@ -509,6 +531,32 @@
             </div>
         </div>
         <!-- Main Modal -->
+        <div class="modal fade"
+             id="estimateModal"
+             tabindex="-1"
+             aria-labelledby="estimateModalLabel"
+             aria-hidden="true">
+            <div class="modal-dialog modal-md">
+                <div class="modal-content">
+                    <div class="modal-header">
+                        <h5 class="modal-title" id="estimateModalLabel">{% trans 'Create Estimate' %}</h5>
+                        <button type="button"
+                                class="btn-close"
+                                data-bs-dismiss="modal"
+                                aria-label="Close"></button>
+                    </div>
+                    <div id="estimateModalBody" class="main-modal-body" style="padding: 20px;">
+                        <form action="{% url 'create_estimate_for_car' request.dealer.slug car.slug %}" method="post">
+                            {% csrf_token %}
+                            {{estimate_form|crispy}}
+                            <button type="submit" class="btn btn-primary">{% trans 'Create Estimate' %}</button>
+                            <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">{% trans 'Cancel' %}</button>
+                        </form>
+                    </div>
+                </div>
+            </div>
+        </div>
+
         <div class="modal fade"
              id="mainModal"
              tabindex="-1"