update
This commit is contained in:
Marwan Alwali
parent
d675d50ae6
commit
8df5fbef8c
@ -17,7 +17,7 @@ from django_ledger.models import (
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UnitOfMeasureModel,
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CustomerModel,
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ItemModelQuerySet,
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)
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from django.db.models import Sum
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from decimal import Decimal, InvalidOperation
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@ -29,7 +29,7 @@ from sqlalchemy.orm.base import object_state
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from .utilities.financials import get_financial_value, get_total, get_total_financials
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from django.db.models import FloatField
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from .mixins import LocalizedNameMixin
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from django_ledger.models import EntityModel,ItemModel
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from django_ledger.models import EntityModel, ItemModel
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from django_countries.fields import CountryField
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from django.contrib.contenttypes.fields import GenericForeignKey
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from django.contrib.contenttypes.models import ContentType
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@ -38,32 +38,35 @@ from django.contrib.contenttypes.models import ContentType
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class DealerUserManager(UserManager):
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def create_user_with_dealer(self, email, password, dealer_name, arabic_name, crn, vrn, address, **extra_fields):
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user = self.create_user(username=email, email=email, password=password, **extra_fields)
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Dealer.objects.create(user=user, name=dealer_name,arabic_name=arabic_name, crn=crn, vrn=vrn, address=address, **extra_fields)
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Dealer.objects.create(user=user, name=dealer_name, arabic_name=arabic_name, crn=crn, vrn=vrn, address=address,
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**extra_fields)
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return user
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class StaffUserManager(UserManager):
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def create_user_with_staff(self, email, password, name, arabic_name, phone_number, staff_type, **extra_fields):
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user = self.create_user(username=email, email=email, password=password, **extra_fields)
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Staff.objects.create(user=user, name=name, arabic_name=arabic_name, phone_number=phone_number, staff_type=staff_type, **extra_fields)
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Staff.objects.create(user=user, name=name, arabic_name=arabic_name, phone_number=phone_number,
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staff_type=staff_type, **extra_fields)
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return user
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class UnitOfMeasure(models.TextChoices):
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EACH = 'EA', 'Each'
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PAIR = 'PR', 'Pair'
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SET = 'SET', 'Set'
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GALLON = 'GAL', 'Gallon'
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LITER = 'L', 'Liter'
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METER = 'M', 'Meter'
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KILOGRAM = 'KG', 'Kilogram'
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HOUR = 'HR', 'Hour'
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BOX = 'BX', 'Box'
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ROLL = 'RL', 'Roll'
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PACKAGE = 'PKG', 'Package'
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DOZEN = 'DZ', 'Dozen'
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SQUARE_METER = 'SQ_M', 'Square Meter'
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PIECE = 'PC', 'Piece'
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BUNDLE = 'BDL', 'Bundle'
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EACH = 'EA', 'Each'
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PAIR = 'PR', 'Pair'
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SET = 'SET', 'Set'
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GALLON = 'GAL', 'Gallon'
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LITER = 'L', 'Liter'
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METER = 'M', 'Meter'
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KILOGRAM = 'KG', 'Kilogram'
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HOUR = 'HR', 'Hour'
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BOX = 'BX', 'Box'
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ROLL = 'RL', 'Roll'
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PACKAGE = 'PKG', 'Package'
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DOZEN = 'DZ', 'Dozen'
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SQUARE_METER = 'SQ_M', 'Square Meter'
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PIECE = 'PC', 'Piece'
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BUNDLE = 'BDL', 'Bundle'
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class VatRate(models.Model):
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@ -74,6 +77,7 @@ class VatRate(models.Model):
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def __str__(self):
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return f"Rate: {self.rate}%"
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class CarType(models.IntegerChoices):
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CAR = 1, _('Car')
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LIGHT_COMMERCIAL = 2, _('Light Commercial')
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@ -90,7 +94,6 @@ class CarType(models.IntegerChoices):
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SNOWMOBILES = 26, _('Snowmobiles')
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class CarMake(models.Model, LocalizedNameMixin):
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id_car_make = models.AutoField(primary_key=True)
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name = models.CharField(max_length=255, blank=True, null=True)
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@ -159,6 +162,7 @@ class CarEquipment(models.Model, LocalizedNameMixin):
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def __str__(self):
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return self.name
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class Meta:
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verbose_name = "Equipment"
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@ -239,7 +243,7 @@ class AdditionalServices(models.Model, LocalizedNameMixin):
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taxable = models.BooleanField(default=False, verbose_name=_("taxable"))
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uom = models.CharField(max_length=10, choices=UnitOfMeasure.choices, verbose_name=_("Unit of Measurement"))
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dealer = models.ForeignKey("Dealer", on_delete=models.CASCADE, verbose_name=_("Dealer"))
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item = models.OneToOneField(ItemModel, on_delete=models.CASCADE, verbose_name=_("Item"),null=True, blank=True)
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item = models.OneToOneField(ItemModel, on_delete=models.CASCADE, verbose_name=_("Item"), null=True, blank=True)
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class Meta:
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verbose_name = _("Additional Services")
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@ -330,9 +334,11 @@ class Car(models.Model):
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def get_car_group(self):
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return f"{self.id_car_make.get_local_name} {self.id_car_model.get_local_name}"
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class CarReservation(models.Model):
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car = models.ForeignKey('Car', on_delete=models.CASCADE, related_name='reservations', verbose_name=_("Car"))
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reserved_by = models.ForeignKey(User, on_delete=models.CASCADE, related_name='reservations', verbose_name=_("Reserved By"))
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reserved_by = models.ForeignKey(User, on_delete=models.CASCADE, related_name='reservations',
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verbose_name=_("Reserved By"))
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reserved_at = models.DateTimeField(auto_now_add=True, verbose_name=_("Reserved At"))
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reserved_until = models.DateTimeField(verbose_name=_("Reserved Until"))
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@ -349,29 +355,29 @@ class CarReservation(models.Model):
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# Car Finance Model
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class CarFinance(models.Model):
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additional_services = models.ManyToManyField(AdditionalServices, related_name="additional_finances",blank=True)
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additional_services = models.ManyToManyField(AdditionalServices, related_name="additional_finances", blank=True)
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car = models.OneToOneField(Car, on_delete=models.CASCADE, related_name='finances')
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cost_price = models.DecimalField(max_digits=14, decimal_places=2, verbose_name=_("Cost Price"))
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selling_price = models.DecimalField(max_digits=14, decimal_places=2, verbose_name=_("Selling Price"))
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discount_amount = models.DecimalField(max_digits=14, decimal_places=2, verbose_name=_("Discount Amount"),
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default=Decimal('0.00'))
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@property
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def total(self):
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if self.additional_services.count() > 0:
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return self.selling_price + sum(x.price for x in self.additional_services.all())
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return self.selling_price
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@property
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def total_discount(self):
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if self.discount_amount > 0:
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return self.total - self.discount_amount
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return self.total
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@property
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def total_vat(self):
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return self.total_discount + self.vat_amount
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@property
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def vat_amount(self):
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vat = VatRate.objects.filter(is_active=True).first()
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@ -381,13 +387,12 @@ class CarFinance(models.Model):
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@property
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def revenue(self):
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return self.selling_price-self.cost_price
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return self.selling_price - self.cost_price
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def __str__(self):
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return f"Car: {self.car}, Selling Price: {self.selling_price}"
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# def save(self, *args, **kwargs):
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# def save(self, *args, **kwargs):
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# self.full_clean()
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# try:
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# price_after_discount = self.selling_price - self.discount_amount
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@ -555,6 +560,7 @@ class Subscription(models.Model):
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)
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last_payment_date = models.DateField(null=True, blank=True, help_text="Date of the last payment made")
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next_payment_date = models.DateField(null=True, blank=True, help_text="Date of the next payment due")
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class Meta:
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verbose_name = _("Subscription")
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verbose_name_plural = _("Subscriptions")
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@ -607,8 +613,8 @@ class Dealer(models.Model, LocalizedNameMixin):
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user = models.OneToOneField(User, on_delete=models.CASCADE, related_name="dealer")
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crn = models.CharField(max_length=10,
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verbose_name=_("Commercial Registration Number")
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,null=True
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,blank=True)
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, null=True
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, blank=True)
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vrn = models.CharField(max_length=15,
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verbose_name=_("VAT Registration Number"),
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null=True,
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@ -650,14 +656,14 @@ class Dealer(models.Model, LocalizedNameMixin):
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class Meta:
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verbose_name = _("Dealer")
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verbose_name_plural = _("Dealers")
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verbose_name_plural = _("Dealers")
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# permissions = [
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# ('change_dealer_type', 'Can change dealer type'),
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# ]
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def __str__(self):
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return self.name
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# @property
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# def get_sub_dealers(self):
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# if self.dealer_type == "OWNER":
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@ -671,18 +677,18 @@ class Dealer(models.Model, LocalizedNameMixin):
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# def get_root_dealer(self):
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# return self.parent_dealer if self.parent_dealer else self
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##############################
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# Additional staff types for later
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# COORDINATOR = "coordinator", _("Coordinator")
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# RECEPTIONIST = "receptionist", _("Receptionist")
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# AGENT = "agent", _("Agent")
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# TECHNICIAN = "technician", _("Technician")
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# DRIVER = "driver", _("Driver")
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# COORDINATOR = "coordinator", _("Coordinator")
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# RECEPTIONIST = "receptionist", _("Receptionist")
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# AGENT = "agent", _("Agent")
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# TECHNICIAN = "technician", _("Technician")
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# DRIVER = "driver", _("Driver")
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##############################
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class StaffTypes(models.TextChoices):
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MANAGER = "manager", _("Manager")
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INVENTORY = "inventory", _("Inventory")
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@ -727,6 +733,7 @@ class Sources(models.TextChoices):
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YOUTUBE = "youtube", _("Youtube")
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CAMPAIGN = "campaign", _("Campaign")
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class Channel(models.TextChoices):
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WALK_IN = "walk_in", _("Walk In")
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TOLL_FREE = "toll_free", _("Toll Free")
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@ -742,6 +749,7 @@ class Status(models.TextChoices):
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QUALIFIED = "qualified", _("Qualified")
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CANCELED = "canceled", _("Canceled")
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class Title(models.TextChoices):
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MR = "mr", _("Mr")
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MRS = "mrs", _("Mrs")
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@ -754,6 +762,7 @@ class Title(models.TextChoices):
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COMPANY = "company", _("Company")
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NA = "na", _("N/A")
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class ActionChoices(models.TextChoices):
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CALL = "call", _("Call")
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SMS = "sms", _("SMS")
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@ -770,6 +779,7 @@ class ActionChoices(models.TextChoices):
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CREATE_INVOICE = "create_invoice", _("Create Invoice")
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CANCEL_INVOICE = "cancel_invoice", _("Cancel Invoice")
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class Stage(models.TextChoices):
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PROSPECT = "prospect", _("Prospect")
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PROPOSAL = "proposal", _("Proposal")
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@ -777,6 +787,7 @@ class Stage(models.TextChoices):
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CLOSED_WON = "closed_won", _("Closed Won")
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CLOSED_LOST = "closed_lost", _("Closed Lost")
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class Priority(models.TextChoices):
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LOW = "low", _("Low")
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MEDIUM = "medium", _("Medium")
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@ -784,7 +795,7 @@ class Priority(models.TextChoices):
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class Customer(models.Model):
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dealer = models.ForeignKey(Dealer, on_delete=models.CASCADE,related_name="customers")
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dealer = models.ForeignKey(Dealer, on_delete=models.CASCADE, related_name="customers")
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title = models.CharField(choices=Title.choices, default=Title.NA, max_length=10, verbose_name=_("Title"))
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first_name = models.CharField(max_length=50, verbose_name=_("First Name"))
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middle_name = models.CharField(max_length=50, blank=True, null=True, verbose_name=_("Middle Name"))
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@ -826,6 +837,7 @@ class Organization(models.Model, LocalizedNameMixin):
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class Meta:
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verbose_name = _("Organization")
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verbose_name_plural = _("Organizations")
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def __str__(self):
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return self.name
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@ -852,15 +864,18 @@ class Lead(models.Model):
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dealer = models.ForeignKey(Dealer, on_delete=models.CASCADE, related_name="leads")
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customer = models.ForeignKey(Customer, on_delete=models.CASCADE, related_name="leads")
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id_car_make = models.ForeignKey(CarMake, on_delete=models.DO_NOTHING, blank=True, null=True, verbose_name=_("Make"))
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id_car_model = models.ForeignKey(CarModel, on_delete=models.DO_NOTHING, blank=True, null=True, verbose_name=_("Model"))
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id_car_model = models.ForeignKey(CarModel, on_delete=models.DO_NOTHING, blank=True, null=True,
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verbose_name=_("Model"))
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year = models.PositiveSmallIntegerField(verbose_name=_("Year"), blank=True, null=True)
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source = models.CharField(max_length=50, choices=Sources.choices, verbose_name=_("Source"))
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channel = models.CharField(max_length=50, choices=Channel.choices, verbose_name=_("Channel"))
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city = models.CharField(max_length=50, verbose_name=_("City"))
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staff = models.ForeignKey(Staff, on_delete=models.SET_NULL, blank=True, null=True, related_name="assigned", verbose_name=_("Assigned"))
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staff = models.ForeignKey(Staff, on_delete=models.SET_NULL, blank=True, null=True, related_name="assigned",
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verbose_name=_("Assigned"))
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priority = models.CharField(max_length=10, choices=Priority.choices, default=Priority.MEDIUM,
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verbose_name=_("Priority"))
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status = models.CharField(max_length=50, choices=Status.choices, verbose_name=_("Status"), db_index=True, default=Status.NEW)
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status = models.CharField(max_length=50, choices=Status.choices, verbose_name=_("Status"), db_index=True,
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default=Status.NEW)
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created = models.DateTimeField(auto_now_add=True, verbose_name=_("Created"), db_index=True)
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updated = models.DateTimeField(auto_now=True, verbose_name=_("Updated"))
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@ -898,7 +913,8 @@ class Opportunity(models.Model):
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car = models.ForeignKey(Car, on_delete=models.SET_NULL, null=True, blank=True, verbose_name=_("Car"))
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stage = models.CharField(max_length=20, choices=Stage.choices, verbose_name=_("Stage"))
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status = models.CharField(max_length=20, choices=Status.choices, verbose_name=_("Status"), default=Status.NEW)
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staff = models.ForeignKey(Staff, on_delete=models.SET_NULL, null=True, related_name="owner", verbose_name=_("Owner"))
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staff = models.ForeignKey(Staff, on_delete=models.SET_NULL, null=True, related_name="owner",
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verbose_name=_("Owner"))
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probability = models.PositiveIntegerField(validators=[validate_probability])
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closing_date = models.DateField(verbose_name=_("Closing Date"))
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created = models.DateTimeField(auto_now_add=True, verbose_name=_("Created"))
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@ -992,7 +1008,6 @@ class Vendor(models.Model, LocalizedNameMixin):
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return self.name
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class SaleQuotation(models.Model):
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quotation_number = models.CharField(max_length=10, unique=True)
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@ -1004,7 +1019,7 @@ class SaleQuotation(models.Model):
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]
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dealer = models.ForeignKey(
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Dealer, on_delete=models.CASCADE, related_name="sales", null=True
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)
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)
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customer = models.ForeignKey(
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Customer,
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on_delete=models.CASCADE,
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@ -1024,7 +1039,7 @@ class SaleQuotation(models.Model):
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)
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created_at = models.DateTimeField(auto_now_add=True, verbose_name=_("Created At"))
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updated_at = models.DateTimeField(auto_now=True, verbose_name=_("Updated At"))
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posted = models.BooleanField(default=False)
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payment_id = models.CharField(max_length=255, null=True, blank=True, verbose_name=_("Payment ID"))
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is_paid = models.BooleanField(default=False)
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@ -1046,13 +1061,13 @@ class SaleQuotation(models.Model):
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if not total:
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return 0
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return total["total_price"]
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@property
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def total_vat(self):
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if self.total:
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return float(self.total) * 0.15 + float(self.total)
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return 0
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# def confirm(self):
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# """Confirm the quotation and lock financial details."""
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# if self.status != "DRAFT":
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@ -1069,11 +1084,11 @@ class SaleQuotation(models.Model):
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def __str__(self):
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return f"Quotation #{self.quotation_number} for {self.customer}"
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@property
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def display_quotation_number(self):
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return f"QN-{self.quotation_number}"
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def save(self, *args, **kwargs):
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if not self.quotation_number:
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self.quotation_number = str(next(self._get_quotation_number())).zfill(6)
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@ -1102,10 +1117,11 @@ class SaleQuotationCar(models.Model):
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verbose_name=_("Car")
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)
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quantity = models.PositiveIntegerField(default=1, verbose_name=_("Quantity"))
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@property
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def finance(self):
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return self.car.finances
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@property
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def financial_details(self):
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"""
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@ -1134,6 +1150,7 @@ class SaleQuotationCar(models.Model):
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if not self.car.finances:
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return Decimal("0.00")
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return self.car.finances.selling_price * self.quantity
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@property
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def total_vat(self):
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"""
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