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ledger update

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This commit is contained in:
gitea 2024-12-23 14:38:14 +00:00
parent faf5f14881
commit 9209bab9ad
3 changed files with 222 additions and 118 deletions
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2
inventory/models.py
View File

@ -798,4 +798,4 @@ class SalesOrder(models.Model):
) )
def __str__(self): def __str__(self):
return f"Sales Order #{self.id} from Quotation #{self.quotation.id}" return f"Sales Order #{self.id} from Quotation #{self.quotation.id}"

230
inventory/signals.py
View File

@ -1,21 +1,23 @@
from random import randint from random import randint
from django.db.models.signals import post_save, post_delete,pre_delete from django.db.models.signals import post_save, post_delete, pre_delete
from django.dispatch import receiver from django.dispatch import receiver
from django_ledger.models import (EntityModel, from django_ledger.models import (
VendorModel, EntityModel,
CustomerModel, VendorModel,
UnitOfMeasureModel, CustomerModel,
AccountModel, UnitOfMeasureModel,
ItemModelAbstract AccountModel,
) ItemModelAbstract,
ItemModel
)
from django.contrib.auth import get_user_model
from django.utils.translation import gettext_lazy as _ from django.utils.translation import gettext_lazy as _
from . import models from . import models
# @receiver(post_save, sender=models.SaleQuotation) # @receiver(post_save, sender=models.SaleQuotation)
# def link_quotation_to_entity(sender, instance, created, **kwargs): # def link_quotation_to_entity(sender, instance, created, **kwargs):
# if created: # if created:
@ -28,21 +30,72 @@ from . import models
# user = instance.user # user = instance.user
# if user: # if user:
# user.delete() # user.delete()
User = get_user_model()
@receiver(post_save, sender=User)
def create_user_profile(sender, instance, created, **kwargs):
if created:
dealer = models.Dealer.objects.create(user=instance, name=instance.username)
# dealer.user.set_password("Tenhal@123")
dealer.save()
@receiver(post_save, sender=models.Car)
def create_product_for_car(sender, instance, created, **kwargs):
if created:
entity = EntityModel.objects.get(name=instance.dealer.get_root_dealer.name)
product_model = entity.create_item_product(
name=f"{instance.year} {instance.id_car_make} {instance.id_car_model} {instance.id_car_trim}",
uom_model=entity.get_uom_all().first(),
item_type=ItemModel.ITEM_TYPE_OTHER,
coa_model=entity.get_default_coa(),
)
print(f"Created product: {product_model.name}")
@receiver(post_save, sender=models.CarFinance)
def update_product_default_value(sender, instance, **kwargs):
# Get the associated car
car = instance.car
# Get the entity associated with the dealer
entity = EntityModel.objects.get(name=car.dealer.get_root_dealer.name) # Assuming the dealer's name matches the entity name
# Get the product in Django Ledger associated with the car
items_products = entity.get_items_products()
try:
product_model = items_products.get(
name=f"{car.year} {car.id_car_make} {car.id_car_model} {car.id_car_trim}"
)
except ItemModel.DoesNotExist:
print(f"Product for car {car} does not exist in Django Ledger.")
return
# Update the default value per unit of measure for the product
product_model.default_amount = instance.selling_price
product_model.save()
print(f"Updated product {product_model.name} with default value: {product_model.default_amount}")
@receiver(post_save, sender=models.Car) @receiver(post_save, sender=models.Car)
def create_car_location(sender, instance, created, **kwargs): def create_car_location(sender, instance, created, **kwargs):
""" """
Signal to create or update the car's location when a car instance is saved. Signal to create or update the car's location when a car instance is saved.
""" """
try: try:
if created: if created:
if instance.dealer is None: if instance.dealer is None:
raise ValueError(f"Cannot create CarLocation for car {instance.vin}: dealer is missing.") raise ValueError(
f"Cannot create CarLocation for car {instance.vin}: dealer is missing."
)
models.CarLocation.objects.create( models.CarLocation.objects.create(
car=instance, car=instance,
owner=instance.dealer, owner=instance.dealer,
showroom=instance.dealer, showroom=instance.dealer,
description=f"Initial location set for car {instance.vin}." description=f"Initial location set for car {instance.vin}.",
) )
print("Car Location created") print("Car Location created")
except Exception as e: except Exception as e:
@ -69,82 +122,85 @@ def update_car_status_on_reservation_delete(sender, instance, **kwargs):
@receiver(post_save, sender=models.Dealer) @receiver(post_save, sender=models.Dealer)
def create_ledger_entity(sender, instance, created, **kwargs): def create_ledger_entity(sender, instance, created, **kwargs):
if created: if created:
entity, created = EntityModel.objects.get_or_create( # Group.objects.get(name=instance.dealer_type.lower()).user_set.add(instance.user)
name=instance.get_root_dealer.name, try:
admin=instance.get_root_dealer.user, entity, created = EntityModel.objects.get_or_create(
# address_1=instance.address, name=instance.get_root_dealer.name,
accrual_method=False, admin=instance.get_root_dealer.user,
fy_start_month=1, # address_1=instance.address,
# depth=0, accrual_method=False,
) fy_start_month=1,
print(entity) depth=0,
if created: )
default_coa = entity.create_chart_of_accounts(assign_as_default=True, if created:
commit=True, default_coa = entity.create_chart_of_accounts(
coa_name=_("Chart of Accounts")) assign_as_default=True, commit=True, coa_name=_("Chart of Accounts")
if default_coa: )
entity.populate_default_coa(activate_accounts=True, coa_model=default_coa) if default_coa:
print(f"Ledger entity created for Dealer: {instance.name}") entity.populate_default_coa(
activate_accounts=True, coa_model=default_coa
)
print(f"Ledger entity created for Dealer: {instance.name}")
# entity.create_account( entity.create_account(
# coa_model=coa, coa_model=default_coa,
# code=1010, code="10100",
# role='asset_ca_cash', role='asset_ca_cash',
# name=_('Cash'), name=_('Cash'),
# balance_type="debit", balance_type="debit",
# ) )
# entity.create_account( entity.create_account(
# coa_model=coa, coa_model=default_coa,
# code=1100, code="11000",
# role='asset_ca_recv', role='asset_ca_recv',
# name=_('Accounts Receivable'), name=_('Accounts Receivable'),
# balance_type="debit", balance_type="debit",
# ) )
# entity.create_account( entity.create_account(
# coa_model=coa, coa_model=default_coa,
# code=1200, code="12000",
# role='asset_ca_inv', role='asset_ca_inv',
# name=_('Inventory'), name=_('Inventory'),
# balance_type="debit", balance_type="debit",
# active=True) active=True)
#
# entity.create_account( entity.create_account(
# coa_model=coa, coa_model=default_coa,
# code=2010, code="20100",
# role='lia_cl_acc_payable', role='lia_cl_acc_payable',
# name=_('Accounts Payable'), name=_('Accounts Payable'),
# balance_type="credit", balance_type="credit",
# active=True) active=True)
#
# entity.create_account( entity.create_account(
# coa_model=coa, coa_model=default_coa,
# code=4010, code="40100",
# role='in_operational', role='in_operational',
# name=_('Sales Income'), name=_('Sales Income'),
# balance_type="credit", balance_type="credit",
# active=True) active=True)
#
# entity.create_account( entity.create_account(
# coa_model=coa, coa_model=default_coa,
# code=5010, code="50100",
# role='cogs_regular', role='cogs_regular',
# name=_('Cost of Goods Sold'), name=_('Cost of Goods Sold'),
# balance_type="debit", balance_type="debit",
# active=True) active=True)
except Exception as e:
print(f"Failed to create Ledger entity for Dealer: {instance.name}. Error: {e}")
# entity = EntityModel.objects.filter(name=instance.dealer.name).first()
#
# uom_name = _("Unit") # uom_name = _("Unit")
# unit_abbr = _("U") # unit_abbr = _("U")
# #
# entity.create_uom(uom_name, unit_abbr) # entity.create_uom(uom_name, unit_abbr)
# Create Vendor # Create Vendor
@receiver(post_save, sender=models.Vendor) @receiver(post_save, sender=models.Vendor)
def create_ledger_vendor(sender, instance, created, **kwargs): def create_ledger_vendor(sender, instance, created, **kwargs):
if created: if created:
entity = EntityModel.objects.filter(name=instance.dealer.name).first() entity = EntityModel.objects.filter(name=instance.dealer.name).first()
@ -159,8 +215,8 @@ def create_ledger_vendor(sender, instance, created, **kwargs):
additional_info={ additional_info={
"arabic_name": instance.arabic_name, "arabic_name": instance.arabic_name,
"contact_person": instance.contact_person, "contact_person": instance.contact_person,
}) },
)
print(f"VendorModel created for Vendor: {instance.name}") print(f"VendorModel created for Vendor: {instance.name}")
@ -168,20 +224,22 @@ def create_ledger_vendor(sender, instance, created, **kwargs):
@receiver(post_save, sender=models.Customer) @receiver(post_save, sender=models.Customer)
def create_customer(sender, instance, created, **kwargs): def create_customer(sender, instance, created, **kwargs):
if created: if created:
entity = EntityModel.objects.filter(name=instance.dealer.get_root_dealer.name).first() entity = EntityModel.objects.filter(
name=instance.dealer.get_root_dealer.name
).first()
name = f"{instance.first_name} {instance.middle_name} {instance.last_name}" name = f"{instance.first_name} {instance.middle_name} {instance.last_name}"
entity.create_customer( entity.create_customer(
customer_model_kwargs={ customer_model_kwargs={
"customer_name": name, "customer_name": name,
"address_1": instance.address, "address_1": instance.address,
"phone": instance.phone_number, "phone": instance.phone_number,
"email": instance.email, "email": instance.email,
"sales_tax_rate": 0.15, "sales_tax_rate": 0.15,
"active": True, "active": True,
"hidden": False, "hidden": False,
"additional_info": {} "additional_info": {},
} }
) )
print(f"Customer created: {name}") print(f"Customer created: {name}")

108
inventory/views.py
View File

@ -1,8 +1,8 @@
from django_ledger.models import EntityModel, InvoiceModel from django_ledger.models import EntityModel, InvoiceModel,EntityUnitModel,LedgerModel
import logging import logging
import json import json
from decimal import Decimal from decimal import Decimal
from django_ledger.models import TransactionModel, AccountModel,JournalEntryModel
from django.shortcuts import HttpResponse from django.shortcuts import HttpResponse
from django.template.loader import render_to_string from django.template.loader import render_to_string
from weasyprint import HTML from weasyprint import HTML
@ -784,8 +784,6 @@ class QuotationListView(LoginRequiredMixin, PermissionRequiredMixin, ListView):
def get_queryset(self): def get_queryset(self):
status = self.request.GET.get("status") status = self.request.GET.get("status")
# queryset = models.SaleQuotation.objects.all()
print(self.request.user.dealer.get_root_dealer.sales.all())
queryset = self.request.user.dealer.get_root_dealer.sales.all() queryset = self.request.user.dealer.get_root_dealer.sales.all()
if status: if status:
queryset = queryset.filter(status=status) queryset = queryset.filter(status=status)
@ -810,51 +808,99 @@ class QuotationDetailView(LoginRequiredMixin, PermissionRequiredMixin, DetailVie
@login_required @login_required
def generate_invoice(request, pk): def generate_invoice(request, pk):
quotation = get_object_or_404(models.SaleQuotation, pk=pk) quotation = get_object_or_404(models.SaleQuotation, pk=pk)
if not quotation.is_approved: if not quotation.is_approved:
messages.error( messages.error(
request, "Quotation must be approved before converting to an invoice." request, "Quotation must be approved before converting to an invoice."
) )
else: else:
entity = quotation.entity entity = quotation.entity
customer = ( coa_qs, coa_map = entity.get_all_coa_accounts()
entity.get_customers() cash_account = coa_qs.first().get_coa_accounts().filter(name="Cash")
.filter(customer_name=quotation.customer.get_full_name) customer = entity.get_customers().filter(customer_name=quotation.customer.get_full_name).first()
.first()
)
invoices = entity.create_invoice( invoice_model = entity.create_invoice(
customer_model=customer.customer_number, terms=InvoiceModel.TERMS_NET_30 customer_model=customer,
terms=InvoiceModel.TERMS_NET_30,
cash_account=cash_account.first(),
coa_model=coa_qs.first(),
) )
# invoice_itemtxs = {
# f"{qc}": { name_list = [f"{instance.car.year} {instance.car.id_car_make} {instance.car.id_car_model} {instance.car.id_car_trim}" for instance in quotation.quotation_cars.all()]
# "unit_cost": f"{qc.car.finances.selling_price}",
# "quantity": f"{qc.quantity}", invoices_item_models = invoice_model.get_item_model_qs().filter(name__in=name_list)
# "total_amount": f"{qc.total_vat}",
# }
# for qc in quotation.quotation_cars.all()
# }
invoice_itemtxs = { invoice_itemtxs = {
"test":{ im.item_number: {
"unit_cost": "1000", "unit_cost": im.default_amount,
"quantity": "1", "quantity": 1,
"total_amount": "1000", "total_amount": im.default_amount,
},
"test1":{
"unit_cost": "1000",
"quantity": "1",
"total_amount": "1000",
} }
for im in invoices_item_models
} }
invoice_itemtxs = invoices.migrate_itemtxs(
invoice_itemtxs = invoice_model.migrate_itemtxs(
itemtxs=invoice_itemtxs, commit=True, operation=InvoiceModel.ITEMIZE_APPEND itemtxs=invoice_itemtxs, commit=True, operation=InvoiceModel.ITEMIZE_APPEND
) )
ledger = entity.create_ledger(
name=f"Payment Ledger for Invoice {invoice_model}",
posted=True
)
entity_unit,created = EntityUnitModel.objects.get_or_create(
name="Sales Department",
entity=entity,
document_prefix="SD"
)
journal_entry = JournalEntryModel.objects.create(
entity_unit=entity_unit,
posted=False,
description=f"Payment for Invoice {invoice_model}",
ledger=ledger,
locked=False,
origin="Payment",
)
accounts_receivable = coa_qs.first().get_coa_accounts().filter(name="Accounts Receivable").first()
if not accounts_receivable:
accounts_receivable = entity.create_account(
code="AR",
role="asset",
name="Accounts Receivable",
coa_model=coa_qs.first(),
balance_type="credit"
)
TransactionModel.objects.create(
journal_entry=journal_entry,
account=cash_account.first(), # Debit Cash
amount=invoice_model.amount_due, # Payment amount
tx_type='debit',
description="Payment Received",
)
TransactionModel.objects.create(
journal_entry=journal_entry,
account=accounts_receivable, # Credit Accounts Receivable
amount=invoice_model.amount_due, # Payment amount
tx_type='credit',
description="Payment Received",
)
invoice_model.mark_as_review()
print("reviewed")
invoice_model.mark_as_approved(entity_slug=entity.slug, user_model=request.user.dealer.get_root_dealer.user)
print("approved")
invoice_model.mark_as_paid(entity_slug=entity.slug, user_model=request.user.dealer.get_root_dealer.user)
print("paid")
messages.success(request, "Invoice created") messages.success(request, "Invoice created")
return redirect("quotation_detail", pk=pk) return redirect("quotation_detail", pk=pk)
# return redirect('django_ledger:invoice-detail', entity_slug=quotation.entity.slug, invoice_pk=invoice.uuid) # return redirect('django_ledger:invoice-detail', entity_slug=quotation.entity.slug, invoice_pk=invoice.uuid)
@login_required @login_required
def confirm_quotation(request, pk): def confirm_quotation(request, pk):
quotation = get_object_or_404(models.SaleQuotation, pk=pk) quotation = get_object_or_404(models.SaleQuotation, pk=pk)