update

inventory/forms.py

@@ -1273,6 +1273,17 @@ class OpportunityForm(forms.ModelForm):
 
     def __init__(self, *args, **kwargs):
         super().__init__(*args, **kwargs)
+        print(kwargs)
+        dealer = kwargs.pop('dealer', None)
+        print(dealer)
+
+        # Apply filtering if a dealer is provided
+        if dealer:
+            # Assuming Car model has an 'entity' ForeignKey and Dealer has an 'entity' attribute
+            self.fields['car'].queryset = Car.objects.filter(entity=dealer.entity)
+
+            # Assuming Lead model has an 'entity' ForeignKey and Dealer has an 'entity' attribute
+            self.fields['lead'].queryset = Lead.objects.filter(entity=dealer.entity)
         # Add a visible number input to display the current value
         self.fields["probability"].widget.attrs["class"] = (
             "d-none"  # Hide the default input

inventory/views.py

@@ -8,7 +8,6 @@ import logging
 import tempfile
 import numpy as np
 from time import sleep
-
 # from rich import print
 from random import randint
 from decimal import Decimal
@@ -9325,6 +9324,74 @@ class PurchaseOrderListView(LoginRequiredMixin, PermissionRequiredMixin, ListVie
         entity = dealer.entity
         return self.model.objects.filter(entity=entity)
     
+    def get_queryset(self):
+        dealer = get_user_type(self.request)
+        entity = dealer.entity
+        queryset = self.model.objects.filter(entity=entity)
+
+        query = self.request.GET.get('q') # This is generic: looks for 'q' from GET
+
+        if query:
+            # Start with an empty Q object for the search filters
+            search_filters = Q()
+
+            # 1. Try to parse the query as a date
+            parsed_date = None
+            date_formats = [
+                '%Y-%m-%d',         # 2023-10-26
+                '%m/%d/%Y',         # 10/26/2023
+                '%d-%m-%Y',         # 26-10-2023
+                '%B %d, %Y',        # October 26, 2023
+                '%b %d, %Y',        # Oct 26, 2023
+                '%Y/%m/%d',         # 2023/10/26
+                '%Y-%m',            # 2023-10 (for year-month search)
+                '%Y', 
+                '%b %d',
+                '%B %d'              # 2023 (for year search)
+            ]
+
+            for fmt in date_formats:
+                try:
+                    # For '%Y-%m' and '%Y', we only care about year/month, not exact day
+                    if fmt == '%Y-%m':
+                        parsed_date = datetime.strptime(query, fmt)
+                        search_filters |= Q(created__year=parsed_date.year, created__month=parsed_date.month)
+                        break
+                    elif fmt == '%Y':
+                        parsed_date = datetime.strptime(query, fmt)
+                        search_filters |= Q(created__year=parsed_date.year)
+                        break
+                    else:
+                        parsed_date = datetime.strptime(query, fmt).date()
+                        search_filters |= Q(created__date=parsed_date) # Matches exact date part of datetime field
+                        break # Found a match, no need to try other formats
+                except ValueError:
+                    continue # Try next format
+
+            # 2. Add text-based search filters (always apply these)
+            # Combine them with OR operator
+            text_filters = (
+                Q(po_number__icontains=query) |
+                Q(po_title__icontains=query) |
+                Q(po_status__icontains=query) |
+                Q(created__icontains=query)
+
+            )
+
+            # If a date was successfully parsed, combine with text filters
+            if parsed_date:
+                # Use a combined Q object. This means it will search for
+                # (date_match OR po_number_match OR po_title_match)
+                queryset = queryset.filter(search_filters | text_filters).distinct()
+            else:
+                # If no date was parsed, only apply text filters
+                queryset = queryset.filter(text_filters).distinct()
+
+        return queryset
+    
+
+        
+
     def get_context_data(self, **kwargs):
         dealer = get_user_type(self.request)
         context = super().get_context_data(**kwargs)

templates/crm/leads/lead_list.html

@@ -3,7 +3,7 @@
 {% block title %}{{ _('Leads')|capfirst }}{% endblock title %}
 
 {% block content %}
-    <div class="row g-3 mt-4">
+    <div class="row g-3 mt-4 mb-4">
         <h2 class="mb-2">{{ _("Leads")|capfirst }}</h2>
      <!-- Action Tracking Modal -->
         {% include "crm/leads/partials/update_action.html" %}

templates/crm/opportunities/opportunity_list.html

@@ -87,7 +87,7 @@
     </div>
   </div>
 
-  <div id="opportunities-grid" class="row g-4 px-2 px-lg-4 mt-1">
+  <div id="opportunities-grid" class="row g-4 px-2 px-lg-4 mt-1 mb-4">
     {% include 'crm/opportunities/partials/opportunity_grid.html' %}
   </div>
   {% if page_obj.paginator.num_pages > 1 %}

templates/crm/opportunities/partials/opportunity_grid.html

@@ -120,10 +120,10 @@
 
         <div class="d-flex gap-2">
           <a class="btn btn-sm btn-phoenix-primary" href="{% url 'opportunity_detail' request.dealer.slug  opportunity.slug %}">
-            {{ _("View Details") }} <i class="fa-solid fa-eye ms-2"></i>
+            <i class="fa-solid fa-eye ms-2"></i>{{ _("View") }} 
           </a>
           <a class="btn btn-sm btn-phoenix-success" href="{% url 'update_opportunity' request.dealer.slug opportunity.slug %}">
-            {{ _("Update") }} <i class="fa-solid fa-pen ms-2"></i>
+            <i class="fa-solid fa-pen ms-2"></i> {{ _("Update") }}
           </a>
         </div>
       </div>

templates/groups/group_detail.html

@@ -109,11 +109,7 @@
                         {{ _("Delete") }}
                     </a>
                     <a class="btn btn-sm btn-phoenix-secondary"
-<<<<<<< HEAD
-                       href="{% url 'group_list'  request.dealer.slug%}">
-=======
                        href="{% url 'group_list' request.dealer.slug %}">
->>>>>>> c9fad7b79c346875a636122fdc7514814180dbc7
                         <i class="fa-solid fa-arrow-left"></i>
                         {% trans "Back to List" %}
                     </a>

templates/groups/group_permission_form.html

@@ -32,11 +32,12 @@
                         <div class="text-danger">{{ error }}</div>
                     {% endfor %}
                     <div class="d-flex mb-3">
-                        <a href="{% url 'group_detail' request.dealer.slug group.pk %}" class="btn btn-phoenix-primary me-2 "><i class="fa-solid fa-ban"></i> {% trans "Cancel"|capfirst %}</a>
+                        <button class="btn btn-phoenix-primary me-2" type="submit">
-                        <button class="btn btn-phoenix-primary" type="submit">
                             <i class="fa-solid fa-floppy-disk"></i>
                             {{ _("Save") }}
                         </button>
+                        <a href="{% url 'group_detail' request.dealer.slug group.pk %}" class="btn btn-phoenix-secondary  "><i class="fa-solid fa-ban"></i> {% trans "Cancel"|capfirst %}</a>
+                        
                     </div>
                 </form>
             </div>

templates/organizations/organization_detail.html

@@ -11,14 +11,13 @@
             <li class="list-group-item"><strong>{% trans "Address" %}:</strong> {{ organization.address }}</li>
         </ul>
         <div class="d-flex">
-            <a href="{% url 'organization_update' organization.pk %}" class="btn btn-sm btn-phoenix-warning me-2">{% trans "Edit" %}</a>
+            <a href="{% url 'organization_update' request.dealer.slug organization.slug %}" class="btn btn-sm btn-phoenix-primary me-2"><span class="fas fa-edit me-1"></span>{% trans "Edit" %}</a>
             <button class="btn btn-phoenix-danger btn-sm delete-btn"
-                    data-url="{% url 'organization_delete' organization.slug %}"
+                    data-url="{% url 'organization_delete' request.dealer.slug organization.slug %}"
                     data-message="Are you sure you want to delete this organization?"
                     data-bs-toggle="modal" data-bs-target="#deleteModal">
-                {% trans 'Delete' %}<i class="fas fa-trash ms-1"></i>
+               <i class="fas fa-trash me-1"></i> {% trans 'Delete' %}
             </button>
-
         </div>
     </div>
     {% include 'modal/delete_modal.html' %}

templates/organizations/organization_form.html

@@ -11,9 +11,9 @@
 {% endblock %}
 {% block content %}
 
-    <div class="container-fluid">
+    <div class="container-fluid mt-4">
         <!--Heading-->
-        <h3>
+        <h3 class="mb-3">
         {% if object %}
               {% trans 'Update Organization'%}
         {% else %}

templates/purchase_orders/po_list.html

@@ -65,9 +65,9 @@
                                     <div class="btn-reveal-trigger position-static">
                                         <button class="btn btn-sm dropdown-toggle dropdown-caret-none transition-none btn-reveal fs-10" type="button" data-bs-toggle="dropdown" data-boundary="window" aria-haspopup="true" aria-expanded="false" data-bs-reference="parent"><span class="fas fa-ellipsis-h fs-10"></span></button>
                                         <div class="dropdown-menu dropdown-menu-end py-2">
-                                            <a href="{% url 'purchase_order_detail' request.dealer.slug po.pk %}" class="dropdown-item text-success-dark">{% trans 'Detail' %}</a>
+                                            <a href="{% url 'purchase_order_detail' request.dealer.slug po.pk %}" class="dropdown-item text-success-dark">{% trans 'Purchase Order Detail' %}</a>
                                             {% if po.po_status == 'fulfilled' %}
-                                                <a href="{% url 'view_items_inventory' dealer_slug=request.dealer.slug entity_slug=entity_slug po_pk=po.pk %}" class="dropdown-item text-success-dark">{% trans 'View Inventory Items' %}</a>
+                                                <a href="{% url 'view_items_inventory' dealer_slug=request.dealer.slug entity_slug=entity_slug po_pk=po.pk %}" class="dropdown-item text-success-dark">{% trans 'Add Inventory Items' %}</a>
                                             {% else %}
                                                 <button class="dropdown-item text-warning-dark" disabled><span class="fas fa-exclamation-triangle me-1"></span> Fulfill the PO Before Viewing Inventory</button>
                                             {% endif %}

templates/sales/estimates/sale_order_form1.html

@@ -72,7 +72,7 @@
 
 {% block content %}
 
-    <div class="row justify-content-center">
+    <div class="row justify-content-center mb-4">
         <div class="col-lg-10">
             <div class="card shadow">
                 <div class="card-header bg-primary text-white">