add management commands for invoice due date

inventory/management/commands/invoices_due_date_reminder.py

@@ -0,0 +1,134 @@
+import logging
+from datetime import timedelta
+from django.urls import reverse
+from django.conf import settings
+from django.utils import timezone
+from inventory.tasks import send_email
+from django.core.management.base import BaseCommand
+from django.template.loader import render_to_string
+from django.utils.translation import gettext_lazy as _
+from django.contrib.contenttypes.models import ContentType
+from django_ledger.models import InvoiceModel,EstimateModel
+from inventory.models import ExtraInfo,Notification,CustomGroup
+
+logger = logging.getLogger(__name__)
+
+class Command(BaseCommand):
+    help = "Handles invoices due date reminders"
+
+    def handle(self, *args, **options):
+        self.stdout.write("Starting invoices due date reminders..")
+
+        # 1. Send expiration reminders
+        self.invocie_expiration_reminders()
+        # self.invoice_past_due()
+
+        # # 2. Deactivate expired plans
+        # self.deactivate_expired_plans()
+
+        # # 3. Clean up old incomplete orders
+        # self.cleanup_old_orders()
+
+        # self.stdout.write("Reminders completed!")
+
+    def invocie_expiration_reminders(self):
+        """Queue email reminders for expiring plans"""
+        reminder_days = getattr(settings, 'INVOICE_PAST_DUE_REMIND', [3, 7, 14])
+        today = timezone.now().date()
+
+        for days in reminder_days:
+            target_date = today + timedelta(days=days)
+            expiring_plans = InvoiceModel.objects.filter(
+                date_due=target_date
+            ).select_related('customer','ce_model')
+
+            for inv in expiring_plans:
+                # dealer = inv.customer.customer_set.first().dealer
+                subject = f"Your invoice is due in {days} days"
+                message = render_to_string('emails/invoice_past_due_reminder.txt', {
+                    'customer_name': inv.customer.customer_name,
+                    'invoice_number': inv.invoice_number,
+                    'amount_due': inv.amount_due,
+                    'days_past_due': inv.due_in_days(),
+                    'SITE_NAME': settings.SITE_NAME
+                })
+                send_email(
+                    'noreply@yourdomain.com',
+                    inv.customer.email,
+                    subject,
+                    message,
+                )
+
+            self.stdout.write(f"Queuing {expiring_plans} reminders for {target_date}")
+
+    def invoice_past_due(self):
+        """Queue email reminders for expiring plans"""
+        today = timezone.now().date()
+        expiring_plans = InvoiceModel.objects.filter(
+            date_due__lte = today
+        ).select_related('customer','ce_model')
+
+        # Send email
+        for inv in expiring_plans:
+            dealer = inv.customer.customer_set.first().dealer
+
+            subject = f"Your invoice is past due"
+            message = render_to_string('emails/invoice_past_due.txt', {
+                'customer_name': inv.customer.customer_name,
+                'invoice_number': inv.invoice_number,
+                'amount_due': inv.amount_due,
+                'days_past_due': (today - inv.date_due).days,
+                'SITE_NAME': settings.SITE_NAME
+            })
+
+            # send notification to accountatnt
+            recipients = (
+                CustomGroup.objects.filter(dealer=dealer, name="Accountant")
+                .first()
+                .group.user_set.exclude(email=dealer.user.email)
+                .distinct()
+            )
+            for rec in recipients:
+                Notification.objects.create(
+                user=rec,
+                message=_(
+                    """
+                    Invoice {invoice_number} is past due,please your
+                    <a href="{url}" target="_blank">View</a>.
+                    """
+                ).format(
+                    invoice_number=inv.invoice_number,
+                    url=reverse(
+                        "invoice_detail",
+                        kwargs={"dealer_slug": dealer.slug, "entity_slug": dealer.entity.slug, "pk": inv.pk},
+                        ),
+                    ),
+                )
+
+            # send email to customer
+            send_email(
+                'noreply@yourdomain.com',
+                inv.customer.email,
+                subject,
+                message,
+            )
+
+        self.stdout.write(f"Queuing {expiring_plans} reminders for {today}")
+
+    # def deactivate_expired_plans(self):
+    #     """Deactivate plans that have expired (synchronous)"""
+    #     expired_plans = UserPlan.objects.filter(
+    #         active=True,
+    #         expire__lt=timezone.now().date()
+    #     )
+    #     count = expired_plans.update(active=False)
+    #     self.stdout.write(f"Deactivated {count} expired plans")
+
+    # def cleanup_old_orders(self):
+    #     """Delete incomplete orders older than 30 days"""
+    #     cutoff = timezone.now() - timedelta(days=30)
+    #     count, _ = Order.objects.filter(
+    #         created__lt=cutoff,
+    #         status=Order.STATUS.NEW
+    #     ).delete()
+    #     self.stdout.write(f"Cleaned up {count} old incomplete orders")

inventory/views.py

@@ -2197,7 +2197,7 @@ class DealerUpdateView(
 
     def get_success_url(self):
         return reverse("dealer_detail", kwargs={"slug": self.object.slug})
-    
+
 class StaffDetailView(LoginRequiredMixin,  DetailView):
     """
     Represents a detailed view for a Dealer model.
@@ -2218,7 +2218,7 @@ class StaffDetailView(LoginRequiredMixin,  DetailView):
     model = models.Staff
     template_name = "staff/staff_detail.html"
     context_object_name = "staff"
-    
+
 
 
 def dealer_vat_rate_update(request, slug):
@@ -6890,7 +6890,7 @@ class OpportunityCreateView(
     template_name = "crm/opportunities/opportunity_form.html"
     success_message = _("Opportunity created successfully.")
     permission_required = ["inventory.add_opportunity"]
-    
+
     def get_initial(self):
         initial = super().get_initial()
         dealer = get_object_or_404(models.Dealer, slug=self.kwargs.get("dealer_slug"))
@@ -6966,7 +6966,7 @@ class OpportunityUpdateView(
     template_name = "crm/opportunities/opportunity_form.html"
     success_message = _("Opportunity updated successfully.")
     permission_required = ["inventory.change_opportunity"]
-    
+
 
     def get_form(self, form_class=None):
         form = super().get_form(form_class)
@@ -7018,7 +7018,7 @@ class OpportunityStageUpdateView(
     form_class = forms.OpportunityStageForm
     success_message = _("Opportunity Stage updated successfully.")
     permission_required = ["inventory.change_opportunity"]
-    
+
 
     def get_success_url(self):
         return reverse_lazy(
@@ -7051,7 +7051,7 @@ class OpportunityDetailView(LoginRequiredMixin, PermissionRequiredMixin, DetailV
     template_name = "crm/opportunities/opportunity_detail.html"
     context_object_name = "opportunity"
     permission_required = ["inventory.view_opportunity"]
-    
+
     def get_context_data(self, **kwargs):
         dealer = get_object_or_404(models.Dealer, slug=self.kwargs.get("dealer_slug"))
         context = super().get_context_data(**kwargs)
@@ -7144,7 +7144,7 @@ class OpportunityListView(LoginRequiredMixin, PermissionRequiredMixin, ListView)
             staff = self.request.staff
             queryset = models.Opportunity.objects.filter(dealer=dealer, lead__staff=staff)
 
-       
+
 
         # Stage filter
         stage = self.request.GET.get("stage")
@@ -7424,7 +7424,7 @@ class ItemServiceListView(LoginRequiredMixin, PermissionRequiredMixin, ListView)
 
 
 
-        
+
 class ItemExpenseCreateView(LoginRequiredMixin, PermissionRequiredMixin,SuccessMessageMixin, CreateView):
     """
     Represents a view for creating item expense entries.
@@ -7518,7 +7518,7 @@ class ItemExpenseUpdateView(LoginRequiredMixin, PermissionRequiredMixin, UpdateV
 
 
 
-        
+
 class ItemExpenseListView(LoginRequiredMixin, PermissionRequiredMixin, ListView):
     """
     Handles the display of a list of item expenses.
@@ -9517,7 +9517,7 @@ def payment_callback(request, dealer_slug):
     payment_status = request.GET.get("status")
     logger.info(f"Received payment callback for dealer_slug: {dealer_slug}, payment_id: {payment_id}, status: {payment_status}")
     order = Order.objects.filter(user=dealer.user, status=1).first()  # Status 1 = NEW
-   
+
     print(order)
     if payment_status == "paid":
         logger.info(f"Payment successful for transaction ID {payment_id}. Processing order completion.")
@@ -10400,7 +10400,7 @@ class PurchaseOrderListView(LoginRequiredMixin, PermissionRequiredMixin, ListVie
         context = super().get_context_data(**kwargs)
         context["entity_slug"] = dealer.entity.slug
         context["vendors"] = vendors
-        
+
         return context
 
 
@@ -10881,7 +10881,7 @@ def car_sale_report_view(request, dealer_slug):
     years = models.Car.objects.filter(dealer=dealer, status='sold').values_list('year', flat=True).distinct().order_by('-year')
 
     # # Calculate summary data for the filtered results
-    
+
     total_revenue = cars_sold.aggregate(total_revenue=Sum('finances__marked_price'))['total_revenue'] or 0
     # total_vat = cars_sold.aggregate(total_vat=Sum('finances__vat_amount'))['total_vat'] or 0
     total_discount = cars_sold.aggregate(total_discount=Sum('finances__discount_amount'))['total_discount'] or 0
@@ -10921,22 +10921,22 @@ def car_sale_report_csv_export(request,dealer_slug):
     writer = csv.writer(response)
 
     header=[
-                            'Make',
+        'Make',
-                            'VIN',
+        'VIN',
-                            'Model',
+        'Model',
-                            'Year',
+        'Year',
-                            'Serie',
+        'Serie',
-                            'Trim',
+        'Trim',
-                            'Mileage',
+        'Mileage',
-                            'Stock Type',
+        'Stock Type',
-                            'Created Date',
+        'Created Date',
-                            'Sold Date',
+        'Sold Date',
-                            'Cost Price',
+        'Cost Price',
-                            'Marked Price',
+        'Marked Price',
-                            'Discount Amount',
+        'Discount Amount',
-                            'Selling Price',
+        'Selling Price',
-                            'Tax Amount',
+        'Tax Amount',
-                            'Invoice Number',
+        'Invoice Number',
     ]
     writer.writerow(header)
 
@@ -11007,11 +11007,9 @@ class RecallDetailView(DetailView):
         return context
 
 
-
 def RecallFilterView(request):
     context = {'make_data': models.CarMake.objects.all()}
     if request.method == "POST":
-        print(request.POST)
         make = request.POST.get('make')
         model = request.POST.get('model')
         serie = request.POST.get('serie')

templates/emails/invoice_past_due.txt

@@ -0,0 +1,10 @@
+Hello {{ customer_name }},
+
+This is a friendly reminder that your invoice for {{ invoice_number }} is now {{ days_past_due }} days past due.
+
+Please settle your outstanding balance of {{ amount_due }} .
+
+If you have already paid, please disregard this notice.
+
+Best regards,
+{{ SITE_NAME }} Team

templates/emails/invoice_past_due_reminder.txt

@@ -0,0 +1,11 @@
+Hello {{ customer_name }},
+
+This is a friendly reminder that your invoice for {{ invoice_number }} is due in {{ days_past_due }} days.
+
+Please settle your outstanding balance of {{ amount_due }} before the due date to avoid any late fees.
+
+If you have already paid, please disregard this notice.
+
+Best regards,
+{{ SITE_NAME }} Team
+

templates/header.html

@@ -492,7 +492,7 @@
                   {% if request.is_dealer %}
                     <h6 class="mt-2 text-body-emphasis">{{ user.dealer.get_local_name }}</h6>
                   {% else %}
-                    <h6 class="mt-2 text-body-emphasis">{{ user.staffmember.staff.get_local_name }}</h6>
+                    <h6 class="mt-2 text-body-emphasis">{{ user.staff.get_local_name }}</h6>
                   {% endif %}
                 </div>
               </div>

templates/ledger/reports/car_sale_report.html

@@ -1,6 +1,7 @@
 {% extends 'base.html' %}
 {% load i18n %}
 {% load static %}
+{% load tenhal_tag %}
 {% block title %}
     {{ _("Car Sale Report") |capfirst }}
 {% endblock title %}
@@ -8,7 +9,7 @@
 {% block content%}
 
 <style>
-   
+
     .summary-card {
         border: 1px solid var(--card-border);
         border-radius: .5rem;
@@ -34,9 +35,9 @@
     .summary-card .card-text {
         font-size: 2.25rem;
         font-weight: 700;
-       
+
     }
-    
+
 </style>
 
 <div class="container-fluid report-container">
@@ -98,8 +99,8 @@
                 <div class="col-md-6 col-lg-3">
                     <div class="card summary-card">
                         <div class="card-body">
-                            <h5 class="card-title">{% trans 'Total Revenue' %}<i class="fas fa-dollar-sign ms-2"></i></h5>
+                            <h5 class="card-title">{% trans 'Total Revenue' %}<span class="icon-saudi_riyal"></span></h5>
-                            <p class="card-text">{{ total_revenue|floatformat:2 }}</p>
+                            <p class="card-text">{{ total_revenue|floatformat:2 }} <span class="icon-saudi_riyal"></span></p>
                         </div>
                     </div>
                 </div>
@@ -107,7 +108,7 @@
                     <div class="card summary-card">
                         <div class="card-body">
                             <h5 class="card-title">{% trans 'Total VAT Amount' %}<i class="fas fa-percent ms-2"></i></h5>
-                            <p class="card-text">{{ 10000|floatformat:2 }}</p>
+                            <p class="card-text">{{ 10000|floatformat:2 }} <span class="icon-saudi_riyal"></span></p>
                         </div>
                     </div>
                 </div>
@@ -115,7 +116,7 @@
                     <div class="card summary-card">
                         <div class="card-body">
                             <h5 class="card-title">{% trans 'Total Discount Amount' %}<i class="fas fa-tag ms-2"></i></h5>
-                            <p class="card-text">{{ total_discount|floatformat:2 }}</p>
+                            <p class="card-text">{{ total_discount|floatformat:2 }} <span class="icon-saudi_riyal"></span></p>
                         </div>
                     </div>
                 </div>
@@ -174,14 +175,14 @@
                             <td class="fs-9">{{ car.id_car_serie.name }}</td>
                             <td class="fs-9">{{ car.id_car_trim.name }}</td>
                             <td class="fs-9">{{ car.mileage }}</td>
-                            <td class="fs-9">{{ car.stock_type }}</td>
+                            <td class="fs-9">{{ car.stock_type|capfirst }}</td>
                             <td class="fs-9">{{ car.created_at|date }}</td>
                             <td class="fs-9">{{ car.invoice.date_paid|date|default_if_none:"-" }}</td>
-                            <td class="fs-9">{{ car.finances.cost_price }}</td>
+                            <td class="fs-9">{{ car.finances.cost_price }} <span class="icon-saudi_riyal"></span></td>
-                            <td class="fs-9">{{ car.finances.marked_price }}</td>
+                            <td class="fs-9">{{ car.finances.marked_price }} <span class="icon-saudi_riyal"></span></td>
-                            <td class="fs-9">{{ car.finances.discount_amount }}</td>
+                            <td class="fs-9">{{ car.finances.discount_amount }} <span class="icon-saudi_riyal"></span></td>
-                            <td class="fs-9">{{ car.finances.selling_price }}</td>
+                            <td class="fs-9">{{ car.finances.selling_price }} <span class="icon-saudi_riyal"></span></td>
-                            <td class="fs-9">{{ car.finances.vat_amount }}</td>
+                            <td class="fs-9">{{ car.finances.vat_amount }} <span class="icon-saudi_riyal"></span></td>
                             <td class="fs-9">{{ car.invoice.invoice_number }}</td>
                         </tr>
                         {% endfor %}

templates/sales/estimates/estimate_detail.html

@@ -252,13 +252,14 @@
                             <td class="align-middle text-body-tertiary fw-semibold">{{ item.total }}</td>
                         </tr>
                     {% endfor %}
-                    
+
                     <tr class="bg-body-secondary total-sum">
                         <td class="align-middle ps-4 fw-semibold text-body-highlight" colspan="7">{% trans "Discount Amount" %}</td>
                         <td class="align-middle text-start text-danger fw-semibold">
-                            <form action="{% url 'update_estimate_discount' request.dealer.slug estimate.pk %}"
+                        {% if estimate.is_draft %}
-                                  method="post">
+                        <form action="{% url 'update_estimate_discount' request.dealer.slug estimate.pk %}"
-                                {% csrf_token %}
+                        method="post">
+                        {% csrf_token %}
                                 <div class="input-group input-group-sm">
                                     <input type="number"
                                            class="form-control"
@@ -266,10 +267,13 @@
                                            value="{{ data.total_discount }}"
                                            step="0.01"
                                            style="width: 1px">
-                                    <span class="input-group-text"><span class="icon-saudi_riyal"></span></span>
+                                           <span class="input-group-text"><span class="icon-saudi_riyal"></span></span>
-                                    <button type="submit" class="btn btn-sm btn-phoenix-primary ms-n2">{% trans "Update" %}</button>
+                                           <button type="submit" class="btn btn-sm btn-phoenix-primary ms-n2">{% trans "Update" %}</button>
-                                </div>
+                                        </div>
-                            </form>
+                                    </form>
+                                {% else %}
+                                {{ data.total_discount }} <span class="icon-saudi_riyal"></span>
+                        {% endif %}
                         </td>
                     </tr>
                     <tr class="bg-body-secondary total-sum">
@@ -285,12 +289,14 @@
                                 <small><span class="fw-semibold">+ {{ service.name }} - {{ service.price_|floatformat }}<span class="icon-saudi_riyal"></span></span></small>
                                 <br>
                             {% endfor %}
+                            {% if estimate.is_draft %}
                             <button class="btn btn-phoenix-primary btn-xs ms-auto"
-                                    type="button"
+                            type="button"
-                                    data-bs-toggle="modal"
+                            data-bs-toggle="modal"
-                                    data-bs-target="#additionalModal">
+                            data-bs-target="#additionalModal">
-                                <span class="fas fa-plus me-1"></span>{{ _("Add") }}
+                            <span class="fas fa-plus me-1"></span>{{ _("Add") }}
-                            </button>
+                        </button>
+                        {% endif %}
                         </td>
                     </tr>
                     <tr class="bg-body-secondary total-sum">
@@ -345,7 +351,7 @@ document.addEventListener('htmx:afterSwap', initEstimateFunctions);
 
 function initEstimateFunctions() {
     // Initialize calculateTotals if estimate table exists
-   
+
 
     // Initialize form action setter if form exists
     const confirmForm = document.getElementById('confirmForm');

templates/sales/saleorder_detail.html

@@ -1,6 +1,7 @@
 {% extends "base.html" %}
 {% load i18n %}
 {% load custom_filters %}
+{% load tenhal_tag %}
 {% block title %}{{ page_title }} - {{ sale_order.formatted_order_id }}{% endblock %}
 {% block content %}
     <div class="container mt-4">
@@ -17,9 +18,9 @@
                 <!-- Basic Information -->
                 <div class="row mb-4">
                     <div class="col-md-4">
-                        <h4>{% trans "Customer Information" %}</h4>
+                        <h4 class="mb-3">{% trans "Customer Information" %}</h4>
                         <p>
-                            <strong>{% trans "Name" %}:</strong> {{ sale_order.full_name }}
+                            <strong>{% trans "Name" %}:</strong> {{ sale_order.full_name|title }}
                             <br>
                             {% if sale_order.customer %}
                                 <strong>{% trans "Contact" %}:</strong> {{ sale_order.customer.phone_number }}
@@ -29,7 +30,7 @@
                         </p>
                     </div>
                     <div class="col-md-4">
-                        <h4>{% trans "Order Details" %}</h4>
+                        <h4 class="mb-3">{% trans "Order Details" %}</h4>
                         <p>
                             <strong>{% trans "Order Date" %}:</strong> {{ sale_order.order_date|date }}
                             <br>
@@ -187,7 +188,7 @@
                                                                 <strong>{% trans "Amount Paid" %}:</strong>
                                                             </td>
                                                             <td style="padding-left: 0.5rem;">
-                                                                <span class="currency">{{ CURRENCY }}</span>{{ sale_order.invoice.amount_paid|floatformat:2 }}
+                                                                <span class="icon-saudi_riyal"></span>{{ sale_order.invoice.amount_paid|floatformat:2 }}
                                                             </td>
                                                         </tr>
                                                         <tr>
@@ -195,7 +196,7 @@
                                                                 <strong>{% trans "Balance Due" %}:</strong>
                                                             </td>
                                                             <td style="padding-left: 0.5rem;">
-                                                                <span class="currency">{{ CURRENCY }}</span>{{ sale_order.invoice.amount_due|floatformat:2 }}
+                                                                <span class="icon-saudi_riyal"></span>{{ sale_order.invoice.amount_due|floatformat:2 }}
                                                             </td>
                                                         </tr>
                                                         <tr>
@@ -203,7 +204,7 @@
                                                                 <strong>{% trans "Amount Unearned" %}:</strong>
                                                             </td>
                                                             <td style="padding-left: 0.5rem;">
-                                                                <span class="currency">{{ CURRENCY }}</span>{{ sale_order.invoice.amount_unearned|floatformat:2 }}
+                                                                <span class="icon-saudi_riyal"></span>{{ sale_order.invoice.amount_unearned|floatformat:2 }}
                                                             </td>
                                                         </tr>
                                                         <tr>
@@ -211,7 +212,7 @@
                                                                 <strong>{% trans "Amount Receivable" %}:</strong>
                                                             </td>
                                                             <td style="padding-left: 0.5rem;">
-                                                                <span class="currency">{{ CURRENCY }}</span>{{ sale_order.invoice.amount_receivable|floatformat:2 }}
+                                                                <span class="icon-saudi_riyal"></span>{{ sale_order.invoice.amount_receivable|floatformat:2 }}
                                                             </td>
                                                         </tr>
                                                     </tbody>