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update

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This commit is contained in:
Marwan Alwali 2025-01-15 13:07:25 +03:00
commit 9a5339ba3c
23 changed files with 1300 additions and 465 deletions
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4
haikalbot/migrations/0002_initial.py
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@ -1,7 +1,7 @@
# Generated by Django 5.1.4 on 2025-01-12 17:20 # Generated by Django 5.1.4 on 2025-01-12 17:20
import django.db.models.deletion
from django.db import migrations, models from django.db import migrations, models
import django.db.models.deletion
class Migration(migrations.Migration): class Migration(migrations.Migration):
@ -9,8 +9,8 @@ class Migration(migrations.Migration):
initial = True initial = True
dependencies = [ dependencies = [
('haikalbot', '0001_initial'),
('inventory', '0001_initial'), ('inventory', '0001_initial'),
('haikalbot', '0001_initial'),
] ]
operations = [ operations = [

29
inventory/forms.py
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@ -8,6 +8,7 @@ from phonenumber_field.phonenumber import PhoneNumber
from .mixins import AddClassMixin from .mixins import AddClassMixin
from django.forms.models import inlineformset_factory from django.forms.models import inlineformset_factory
from django_ledger.forms.invoice import InvoiceModelCreateForm as InvoiceModelCreateFormBase
from .models import ( from .models import (
Dealer, Dealer,
# Branch, # Branch,
@ -556,10 +557,22 @@ class PaymentForm(forms.Form):
label="Payment Method", label="Payment Method",
required=True, required=True,
) )
payment_date = forms.DateField(label="Payment Date", required=True) payment_date = forms.DateField(label="Payment Date",widget=DateInput(attrs={'type': 'date'}), required=True)
def clean_amount(self):
invoice = self.cleaned_data['invoice']
amount = self.cleaned_data['amount']
if amount < invoice.amount_due:
raise forms.ValidationError("Payment amount is greater than invoice amount due")
if amount <= 0:
raise forms.ValidationError("Payment amount must be greater than 0")
if invoice.amount_due == invoice.amount_paid or invoice.invoice_status == "paid":
raise forms.ValidationError("Invoice is already paid")
if amount > invoice.amount_due:
raise forms.ValidationError("Payment amount is greater than invoice amount due")
return amount
from django import forms
class EmailForm(forms.Form): class EmailForm(forms.Form):
subject = forms.CharField(max_length=255) subject = forms.CharField(max_length=255)
@ -611,4 +624,14 @@ class ActivityForm(forms.ModelForm):
class OpportunityForm(forms.ModelForm): class OpportunityForm(forms.ModelForm):
class Meta: class Meta:
model = Opportunity model = Opportunity
fields = ['customer', 'car', 'stage', 'probability', 'closing_date'] fields = ['customer', 'car', 'stage', 'probability', 'closing_date']
class InvoiceModelCreateForm(InvoiceModelCreateFormBase):
def __init__(self, *args, **kwargs):
super().__init__(*args, **kwargs)
self.fields['cash_account'].widget = forms.HiddenInput()
self.fields['prepaid_account'].widget = forms.HiddenInput()
self.fields['unearned_account'].widget = forms.HiddenInput()
self.fields['date_draft'] = forms.DateField(widget=DateInput(attrs={'type': 'date'}))

567
inventory/migrations/0001_initial.py
View File

@ -1,12 +1,12 @@
# Generated by Django 5.1.4 on 2025-01-12 17:20 # Generated by Django 5.1.4 on 2025-01-12 17:20
from decimal import Decimal
from django.conf import settings
from django.db import migrations, models
import django.db.models.deletion import django.db.models.deletion
import inventory.mixins import inventory.mixins
import inventory.models import inventory.models
import phonenumber_field.modelfields import phonenumber_field.modelfields
from decimal import Decimal
from django.conf import settings
from django.db import migrations, models
class Migration(migrations.Migration): class Migration(migrations.Migration):
@ -16,10 +16,26 @@ class Migration(migrations.Migration):
dependencies = [ dependencies = [
('contenttypes', '0002_remove_content_type_name'), ('contenttypes', '0002_remove_content_type_name'),
('django_ledger', '0017_alter_accountmodel_unique_together_and_more'), ('django_ledger', '0017_alter_accountmodel_unique_together_and_more'),
migrations.swappable_dependency(settings.AUTH_USER_MODEL),
] ]
operations = [ operations = [
migrations.CreateModel(
name='AdditionalServices',
fields=[
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
('name', models.CharField(max_length=255, verbose_name='Name')),
('arabic_name', models.CharField(max_length=255, verbose_name='Arabic Name')),
('description', models.TextField(verbose_name='Description')),
('price', models.DecimalField(decimal_places=2, max_digits=14, verbose_name='Price')),
('taxable', models.BooleanField(default=False, verbose_name='taxable')),
('uom', models.CharField(choices=[('EA', 'Each'), ('PR', 'Pair'), ('SET', 'Set'), ('GAL', 'Gallon'), ('L', 'Liter'), ('M', 'Meter'), ('KG', 'Kilogram'), ('HR', 'Hour'), ('BX', 'Box'), ('RL', 'Roll'), ('PKG', 'Package'), ('DZ', 'Dozen'), ('SQ_M', 'Square Meter'), ('PC', 'Piece'), ('BDL', 'Bundle')], max_length=10, verbose_name='Unit of Measurement')),
],
options={
'verbose_name': 'Additional Services',
'verbose_name_plural': 'Additional Services',
},
bases=(models.Model, inventory.mixins.LocalizedNameMixin),
),
migrations.CreateModel( migrations.CreateModel(
name='Car', name='Car',
fields=[ fields=[
@ -203,11 +219,6 @@ class Migration(migrations.Migration):
}, },
bases=(models.Model, inventory.mixins.LocalizedNameMixin), bases=(models.Model, inventory.mixins.LocalizedNameMixin),
), ),
migrations.AddField(
model_name='car',
name='id_car_model',
field=models.ForeignKey(blank=True, db_column='id_car_model', null=True, on_delete=django.db.models.deletion.DO_NOTHING, to='inventory.carmodel', verbose_name='Model'),
),
migrations.CreateModel( migrations.CreateModel(
name='CarOption', name='CarOption',
fields=[ fields=[
@ -221,36 +232,6 @@ class Migration(migrations.Migration):
}, },
bases=(models.Model, inventory.mixins.LocalizedNameMixin), bases=(models.Model, inventory.mixins.LocalizedNameMixin),
), ),
migrations.CreateModel(
name='CarOptionValue',
fields=[
('id_car_option_value', models.AutoField(primary_key=True, serialize=False)),
('value', models.CharField(max_length=500)),
('unit', models.CharField(blank=True, max_length=255, null=True)),
('is_base', models.IntegerField()),
('id_car_equipment', models.ForeignKey(db_column='id_car_equipment', on_delete=django.db.models.deletion.DO_NOTHING, to='inventory.carequipment')),
('id_car_option', models.ForeignKey(db_column='id_car_option', on_delete=django.db.models.deletion.DO_NOTHING, to='inventory.caroption')),
],
options={
'verbose_name': 'Option Value',
},
),
migrations.CreateModel(
name='CarRegistration',
fields=[
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
('plate_number', models.IntegerField(verbose_name='Plate Number')),
('text1', models.CharField(max_length=1, verbose_name='Text 1')),
('text2', models.CharField(max_length=1, verbose_name='Text 2')),
('text3', models.CharField(max_length=1, verbose_name='Text 3')),
('registration_date', models.DateTimeField(verbose_name='Registration Date')),
('car', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='registrations', to='inventory.car', verbose_name='Car')),
],
options={
'verbose_name': 'Registration',
'verbose_name_plural': 'Registrations',
},
),
migrations.CreateModel( migrations.CreateModel(
name='CarSerie', name='CarSerie',
fields=[ fields=[
@ -267,11 +248,6 @@ class Migration(migrations.Migration):
}, },
bases=(models.Model, inventory.mixins.LocalizedNameMixin), bases=(models.Model, inventory.mixins.LocalizedNameMixin),
), ),
migrations.AddField(
model_name='car',
name='id_car_serie',
field=models.ForeignKey(blank=True, db_column='id_car_serie', null=True, on_delete=django.db.models.deletion.DO_NOTHING, to='inventory.carserie', verbose_name='Series'),
),
migrations.CreateModel( migrations.CreateModel(
name='CarSpecification', name='CarSpecification',
fields=[ fields=[
@ -286,54 +262,26 @@ class Migration(migrations.Migration):
bases=(models.Model, inventory.mixins.LocalizedNameMixin), bases=(models.Model, inventory.mixins.LocalizedNameMixin),
), ),
migrations.CreateModel( migrations.CreateModel(
name='CarTrim', name='Customer',
fields=[
('id_car_trim', models.AutoField(primary_key=True, serialize=False)),
('name', models.CharField(blank=True, max_length=255, null=True)),
('arabic_name', models.CharField(blank=True, max_length=255, null=True)),
('start_production_year', models.IntegerField(blank=True, null=True)),
('end_production_year', models.IntegerField(blank=True, null=True)),
('id_car_serie', models.ForeignKey(db_column='id_car_serie', on_delete=django.db.models.deletion.DO_NOTHING, to='inventory.carserie')),
],
options={
'verbose_name': 'Trim',
},
bases=(models.Model, inventory.mixins.LocalizedNameMixin),
),
migrations.CreateModel(
name='CarSpecificationValue',
fields=[
('id_car_specification_value', models.AutoField(primary_key=True, serialize=False)),
('value', models.CharField(max_length=500)),
('unit', models.CharField(blank=True, max_length=255, null=True)),
('id_car_specification', models.ForeignKey(db_column='id_car_specification', on_delete=django.db.models.deletion.DO_NOTHING, to='inventory.carspecification')),
('id_car_trim', models.ForeignKey(db_column='id_car_trim', on_delete=django.db.models.deletion.DO_NOTHING, to='inventory.cartrim')),
],
options={
'verbose_name': 'Specification Value',
},
),
migrations.AddField(
model_name='carequipment',
name='id_car_trim',
field=models.ForeignKey(db_column='id_car_trim', on_delete=django.db.models.deletion.DO_NOTHING, to='inventory.cartrim'),
),
migrations.AddField(
model_name='car',
name='id_car_trim',
field=models.ForeignKey(blank=True, db_column='id_car_trim', null=True, on_delete=django.db.models.deletion.DO_NOTHING, to='inventory.cartrim', verbose_name='Trim'),
),
migrations.CreateModel(
name='CustomCard',
fields=[ fields=[
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')), ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
('custom_number', models.CharField(max_length=255, verbose_name='Custom Number')), ('title', models.CharField(choices=[('mr', 'Mr'), ('mrs', 'Mrs'), ('ms', 'Ms'), ('miss', 'Miss'), ('dr', 'Dr'), ('prof', 'Prof'), ('prince', 'Prince'), ('princess', 'Princess'), ('company', 'Company'), ('na', 'N/A')], default='na', max_length=10, verbose_name='Title')),
('custom_date', models.DateField(verbose_name='Custom Date')), ('first_name', models.CharField(max_length=50, verbose_name='First Name')),
('car', models.OneToOneField(on_delete=django.db.models.deletion.CASCADE, related_name='custom_cards', to='inventory.car', verbose_name='Car')), ('middle_name', models.CharField(blank=True, max_length=50, null=True, verbose_name='Middle Name')),
('last_name', models.CharField(max_length=50, verbose_name='Last Name')),
('gender', models.CharField(choices=[('m', 'Male'), ('f', 'Female')], max_length=1, verbose_name='Gender')),
('dob', models.DateField(verbose_name='Date of Birth')),
('email', models.EmailField(max_length=254, unique=True, verbose_name='Email')),
('national_id', models.CharField(max_length=10, unique=True, verbose_name='National ID')),
('phone_number', phonenumber_field.modelfields.PhoneNumberField(max_length=128, region='SA', unique=True, verbose_name='Phone Number')),
('city', models.CharField(blank=True, max_length=255, verbose_name='City')),
('address', models.CharField(blank=True, max_length=200, null=True, verbose_name='Address')),
('created', models.DateTimeField(auto_now_add=True, verbose_name='Created')),
('updated', models.DateTimeField(auto_now=True, verbose_name='Updated')),
], ],
options={ options={
'verbose_name': 'Custom Card', 'verbose_name': 'Customer',
'verbose_name_plural': 'Custom Cards', 'verbose_name_plural': 'Customers',
}, },
), ),
migrations.CreateModel( migrations.CreateModel(
@ -493,38 +441,19 @@ class Migration(migrations.Migration):
bases=(models.Model, inventory.mixins.LocalizedNameMixin), bases=(models.Model, inventory.mixins.LocalizedNameMixin),
), ),
migrations.CreateModel( migrations.CreateModel(
name='Refund', name='Payment',
fields=[ fields=[
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')), ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
('amount', models.DecimalField(decimal_places=2, max_digits=10, verbose_name='amount')), ('amount', models.DecimalField(decimal_places=2, max_digits=10, verbose_name='amount')),
('reason', models.TextField(blank=True, verbose_name='reason')), ('payment_method', models.CharField(choices=[('cash', 'cash'), ('credit', 'credit'), ('transfer', 'transfer'), ('debit', 'debit'), ('SADAD', 'SADAD')], max_length=50, verbose_name='method')),
('refund_date', models.DateField(auto_now_add=True, verbose_name='refund date')), ('reference_number', models.CharField(blank=True, max_length=100, null=True, verbose_name='reference number')),
('payment', models.OneToOneField(on_delete=django.db.models.deletion.CASCADE, related_name='refund', to='inventory.payment')), ('payment_date', models.DateField(auto_now_add=True, verbose_name='date')),
], ],
options={ options={
'verbose_name': 'refund', 'verbose_name': 'payment',
'verbose_name_plural': 'refunds', 'verbose_name_plural': 'payments',
}, },
), ),
migrations.CreateModel(
name='Representative',
fields=[
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
('name', models.CharField(max_length=255, verbose_name='Name')),
('arabic_name', models.CharField(max_length=255, verbose_name='Arabic Name')),
('id_number', models.CharField(max_length=10, verbose_name='ID Number')),
('phone_number', phonenumber_field.modelfields.PhoneNumberField(max_length=128, region='SA', verbose_name='Phone Number')),
('email', models.EmailField(max_length=255, verbose_name='Email Address')),
('address', models.CharField(blank=True, max_length=200, null=True, verbose_name='Address')),
('dealer', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='representatives', to='inventory.dealer')),
('organization', models.ManyToManyField(related_name='representatives', to='inventory.organization')),
],
options={
'verbose_name': 'Representative',
'verbose_name_plural': 'Representatives',
},
bases=(models.Model, inventory.mixins.LocalizedNameMixin),
),
migrations.CreateModel( migrations.CreateModel(
name='SaleQuotation', name='SaleQuotation',
fields=[ fields=[
@ -651,7 +580,6 @@ class Migration(migrations.Migration):
('billing_cycle', models.CharField(choices=[('monthly', 'Monthly'), ('annual', 'Annual')], default='monthly', help_text='Billing cycle for the subscription', max_length=10)), ('billing_cycle', models.CharField(choices=[('monthly', 'Monthly'), ('annual', 'Annual')], default='monthly', help_text='Billing cycle for the subscription', max_length=10)),
('last_payment_date', models.DateField(blank=True, help_text='Date of the last payment made', null=True)), ('last_payment_date', models.DateField(blank=True, help_text='Date of the last payment made', null=True)),
('next_payment_date', models.DateField(blank=True, help_text='Date of the next payment due', null=True)), ('next_payment_date', models.DateField(blank=True, help_text='Date of the next payment due', null=True)),
('plan', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='subscriptions', to='inventory.subscriptionplan')),
], ],
options={ options={
'verbose_name': 'Subscription', 'verbose_name': 'Subscription',
@ -659,35 +587,32 @@ class Migration(migrations.Migration):
}, },
), ),
migrations.CreateModel( migrations.CreateModel(
name='SubscriptionUser', name='SubscriptionPlan',
fields=[ fields=[
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')), ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
('subscription', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to='inventory.subscription')), ('name', models.CharField(help_text='Name of the subscription plan', max_length=100, unique=True)),
('user', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to=settings.AUTH_USER_MODEL)), ('description', models.TextField()),
('price', models.DecimalField(decimal_places=2, max_digits=10)),
('max_users', models.PositiveIntegerField(default=1, help_text='Maximum number of users allowed')),
('max_inventory_size', models.PositiveIntegerField(default=50, help_text='Maximum number of cars in inventory')),
('support_level', models.CharField(choices=[('basic', 'Basic Support'), ('priority', 'Priority Support'), ('dedicated', 'Dedicated Support')], default='basic', help_text='Level of support provided', max_length=50)),
('custom_features', models.JSONField(blank=True, help_text='Additional features specific to this plan', null=True)),
('created_at', models.DateTimeField(auto_now_add=True)),
('updated_at', models.DateTimeField(auto_now=True)),
], ],
options={ options={
'verbose_name': 'Subscription User', 'verbose_name': 'Subscription Plan',
'verbose_name_plural': 'Subscription Users', 'verbose_name_plural': 'Subscription Plans',
}, },
), ),
migrations.AddField(
model_name='subscription',
name='users',
field=models.ManyToManyField(through='inventory.SubscriptionUser', to=settings.AUTH_USER_MODEL),
),
migrations.CreateModel( migrations.CreateModel(
name='UserActivityLog', name='VatRate',
fields=[ fields=[
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')), ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
('action', models.TextField()), ('rate', models.DecimalField(decimal_places=2, default=Decimal('0.15'), max_digits=5)),
('timestamp', models.DateTimeField(auto_now_add=True)), ('is_active', models.BooleanField(default=True)),
('user', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to=settings.AUTH_USER_MODEL)), ('created_at', models.DateTimeField(auto_now_add=True)),
], ],
options={
'verbose_name': 'User Activity Log',
'verbose_name_plural': 'User Activity Logs',
'ordering': ['-timestamp'],
},
), ),
migrations.CreateModel( migrations.CreateModel(
name='Vendor', name='Vendor',
@ -711,11 +636,387 @@ class Migration(migrations.Migration):
}, },
bases=(models.Model, inventory.mixins.LocalizedNameMixin), bases=(models.Model, inventory.mixins.LocalizedNameMixin),
), ),
migrations.CreateModel(
name='UserActivityLog',
fields=[
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
('action', models.TextField()),
('timestamp', models.DateTimeField(auto_now_add=True)),
('user', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to=settings.AUTH_USER_MODEL)),
],
options={
'verbose_name': 'User Activity Log',
'verbose_name_plural': 'User Activity Logs',
'ordering': ['-timestamp'],
},
),
migrations.CreateModel(
name='SubscriptionUser',
fields=[
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
('subscription', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to='inventory.subscription')),
('user', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to=settings.AUTH_USER_MODEL)),
],
options={
'verbose_name': 'Subscription User',
'verbose_name_plural': 'Subscription Users',
},
),
migrations.AddField(
model_name='subscription',
name='plan',
field=models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='subscriptions', to='inventory.subscriptionplan'),
),
migrations.AddField(
model_name='subscription',
name='users',
field=models.ManyToManyField(through='inventory.SubscriptionUser', to=settings.AUTH_USER_MODEL),
),
migrations.CreateModel(
name='Staff',
fields=[
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
('name', models.CharField(max_length=255, verbose_name='Name')),
('arabic_name', models.CharField(max_length=255, verbose_name='Arabic Name')),
('phone_number', phonenumber_field.modelfields.PhoneNumberField(max_length=128, region='SA', verbose_name='Phone Number')),
('staff_type', models.CharField(choices=[('manager', 'Manager'), ('inventory', 'Inventory'), ('accountant', 'Accountant'), ('sales', 'Sales'), ('coordinator', 'Coordinator'), ('receptionist', 'Receptionist'), ('agent', 'Agent')], max_length=255, verbose_name='Staff Type')),
('created', models.DateTimeField(auto_now_add=True, verbose_name='Created')),
('updated', models.DateTimeField(auto_now=True, verbose_name='Updated')),
('dealer', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='staff', to='inventory.dealer')),
('user', models.OneToOneField(on_delete=django.db.models.deletion.CASCADE, related_name='staff', to=settings.AUTH_USER_MODEL)),
],
options={
'verbose_name': 'Staff',
'verbose_name_plural': 'Staff',
'permissions': [],
},
bases=(models.Model, inventory.mixins.LocalizedNameMixin),
managers=[
('objects', inventory.models.StaffUserManager()),
],
),
migrations.CreateModel(
name='SalesOrder',
fields=[
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
('created_at', models.DateTimeField(auto_now_add=True, verbose_name='Created At')),
('total_amount', models.DecimalField(decimal_places=2, max_digits=14, verbose_name='Total Amount')),
('quotation', models.OneToOneField(on_delete=django.db.models.deletion.CASCADE, related_name='sales_order', to='inventory.salequotation', verbose_name='Quotation')),
],
),
migrations.CreateModel(
name='SaleQuotationCar',
fields=[
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
('quantity', models.PositiveIntegerField(default=1, verbose_name='Quantity')),
('car', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to='inventory.car', verbose_name='Car')),
('quotation', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='quotation_cars', to='inventory.salequotation', verbose_name='Quotation')),
],
),
migrations.CreateModel(
name='Representative',
fields=[
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
('name', models.CharField(max_length=255, verbose_name='Name')),
('arabic_name', models.CharField(max_length=255, verbose_name='Arabic Name')),
('id_number', models.CharField(max_length=10, verbose_name='ID Number')),
('phone_number', phonenumber_field.modelfields.PhoneNumberField(max_length=128, region='SA', verbose_name='Phone Number')),
('email', models.EmailField(max_length=255, verbose_name='Email Address')),
('address', models.CharField(blank=True, max_length=200, null=True, verbose_name='Address')),
('dealer', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='representatives', to='inventory.dealer')),
('organization', models.ManyToManyField(related_name='representatives', to='inventory.organization')),
],
options={
'verbose_name': 'Representative',
'verbose_name_plural': 'Representatives',
},
bases=(models.Model, inventory.mixins.LocalizedNameMixin),
),
migrations.CreateModel(
name='Refund',
fields=[
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
('amount', models.DecimalField(decimal_places=2, max_digits=10, verbose_name='amount')),
('reason', models.TextField(blank=True, verbose_name='reason')),
('refund_date', models.DateField(auto_now_add=True, verbose_name='refund date')),
('payment', models.OneToOneField(on_delete=django.db.models.deletion.CASCADE, related_name='refund', to='inventory.payment')),
],
options={
'verbose_name': 'refund',
'verbose_name_plural': 'refunds',
},
),
migrations.AddField(
model_name='payment',
name='quotation',
field=models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='payments', to='inventory.salequotation'),
),
migrations.CreateModel(
name='Opportunity',
fields=[
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
('stage', models.CharField(choices=[('prospect', 'Prospect'), ('proposal', 'Proposal'), ('negotiation', 'Negotiation'), ('closed_won', 'Closed Won'), ('closed_lost', 'Closed Lost')], max_length=20, verbose_name='Stage')),
('status', models.CharField(choices=[('new', 'New'), ('pending', 'Pending'), ('in_progress', 'In Progress'), ('qualified', 'Qualified'), ('canceled', 'Canceled')], default='new', max_length=20, verbose_name='Status')),
('probability', models.PositiveIntegerField(validators=[inventory.models.validate_probability])),
('closing_date', models.DateField(verbose_name='Closing Date')),
('created', models.DateTimeField(auto_now_add=True, verbose_name='Created')),
('updated', models.DateTimeField(auto_now=True, verbose_name='Updated')),
('closed', models.BooleanField(default=False, verbose_name='Closed')),
('car', models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, to='inventory.car', verbose_name='Car')),
('customer', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='opportunities', to='inventory.customer')),
('dealer', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='opportunities', to='inventory.dealer')),
('staff', models.ForeignKey(null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='owner', to='inventory.staff', verbose_name='Owner')),
],
options={
'verbose_name': 'Opportunity',
'verbose_name_plural': 'Opportunities',
},
),
migrations.CreateModel(
name='Notification',
fields=[
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
('message', models.CharField(max_length=255, verbose_name='Message')),
('is_read', models.BooleanField(default=False, verbose_name='Is Read')),
('created', models.DateTimeField(auto_now_add=True, verbose_name='Created')),
('user', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='notifications', to=settings.AUTH_USER_MODEL)),
],
options={
'verbose_name': 'Notification',
'verbose_name_plural': 'Notifications',
'ordering': ['-created'],
},
),
migrations.CreateModel(
name='Notes',
fields=[
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
('object_id', models.PositiveIntegerField()),
('note', models.TextField(verbose_name='Note')),
('created', models.DateTimeField(auto_now_add=True, verbose_name='Created')),
('updated', models.DateTimeField(auto_now=True, verbose_name='Updated')),
('content_type', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to='contenttypes.contenttype')),
('created_by', models.ForeignKey(on_delete=django.db.models.deletion.DO_NOTHING, related_name='notes_created', to=settings.AUTH_USER_MODEL)),
],
options={
'verbose_name': 'Note',
'verbose_name_plural': 'Notes',
},
),
migrations.CreateModel(
name='LeadStatusHistory',
fields=[
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
('old_status', models.CharField(choices=[('new', 'New'), ('pending', 'Pending'), ('in_progress', 'In Progress'), ('qualified', 'Qualified'), ('canceled', 'Canceled')], max_length=50, verbose_name='Old Status')),
('new_status', models.CharField(choices=[('new', 'New'), ('pending', 'Pending'), ('in_progress', 'In Progress'), ('qualified', 'Qualified'), ('canceled', 'Canceled')], max_length=50, verbose_name='New Status')),
('changed_at', models.DateTimeField(auto_now_add=True, verbose_name='Changed At')),
('changed_by', models.ForeignKey(on_delete=django.db.models.deletion.DO_NOTHING, related_name='status_changes', to='inventory.staff')),
('lead', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='status_history', to='inventory.lead')),
],
options={
'verbose_name': 'Lead Status History',
'verbose_name_plural': 'Lead Status Histories',
},
),
migrations.AddField(
model_name='lead',
name='assigned',
field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='assigned', to='inventory.staff', verbose_name='Assigned'),
),
migrations.AddField(
model_name='lead',
name='dealer',
field=models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='leads', to='inventory.dealer'),
),
migrations.AddField(
model_name='lead',
name='id_car_make',
field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.DO_NOTHING, to='inventory.carmake', verbose_name='Make'),
),
migrations.AddField(
model_name='lead',
name='id_car_model',
field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.DO_NOTHING, to='inventory.carmodel', verbose_name='Model'),
),
migrations.AddField(
model_name='customer',
name='dealer',
field=models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='customers', to='inventory.dealer'),
),
migrations.AddField(
model_name='customer',
name='lead',
field=models.OneToOneField(blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='converted', to='inventory.lead', verbose_name='Lead'),
),
migrations.AddField(
model_name='customer',
name='staff',
field=models.ForeignKey(null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='customer_staff', to='inventory.staff', verbose_name='Staff'),
),
migrations.CreateModel(
name='CustomCard',
fields=[
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
('custom_number', models.CharField(max_length=255, verbose_name='Custom Number')),
('custom_date', models.DateField(verbose_name='Custom Date')),
('car', models.OneToOneField(on_delete=django.db.models.deletion.CASCADE, related_name='custom_cards', to='inventory.car', verbose_name='Car')),
],
options={
'verbose_name': 'Custom Card',
'verbose_name_plural': 'Custom Cards',
},
),
migrations.CreateModel(
name='CarTrim',
fields=[
('id_car_trim', models.AutoField(primary_key=True, serialize=False)),
('name', models.CharField(blank=True, max_length=255, null=True)),
('arabic_name', models.CharField(blank=True, max_length=255, null=True)),
('start_production_year', models.IntegerField(blank=True, null=True)),
('end_production_year', models.IntegerField(blank=True, null=True)),
('id_car_serie', models.ForeignKey(db_column='id_car_serie', on_delete=django.db.models.deletion.DO_NOTHING, to='inventory.carserie')),
],
options={
'verbose_name': 'Trim',
},
bases=(models.Model, inventory.mixins.LocalizedNameMixin),
),
migrations.CreateModel(
name='CarSpecificationValue',
fields=[
('id_car_specification_value', models.AutoField(primary_key=True, serialize=False)),
('value', models.CharField(max_length=500)),
('unit', models.CharField(blank=True, max_length=255, null=True)),
('id_car_specification', models.ForeignKey(db_column='id_car_specification', on_delete=django.db.models.deletion.DO_NOTHING, to='inventory.carspecification')),
('id_car_trim', models.ForeignKey(db_column='id_car_trim', on_delete=django.db.models.deletion.DO_NOTHING, to='inventory.cartrim')),
],
options={
'verbose_name': 'Specification Value',
},
),
migrations.CreateModel(
name='CarRegistration',
fields=[
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
('plate_number', models.IntegerField(verbose_name='Plate Number')),
('text1', models.CharField(max_length=1, verbose_name='Text 1')),
('text2', models.CharField(max_length=1, verbose_name='Text 2')),
('text3', models.CharField(max_length=1, verbose_name='Text 3')),
('registration_date', models.DateTimeField(verbose_name='Registration Date')),
('car', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='registrations', to='inventory.car', verbose_name='Car')),
],
options={
'verbose_name': 'Registration',
'verbose_name_plural': 'Registrations',
},
),
migrations.CreateModel(
name='CarOptionValue',
fields=[
('id_car_option_value', models.AutoField(primary_key=True, serialize=False)),
('value', models.CharField(max_length=500)),
('unit', models.CharField(blank=True, max_length=255, null=True)),
('is_base', models.IntegerField()),
('id_car_equipment', models.ForeignKey(db_column='id_car_equipment', on_delete=django.db.models.deletion.DO_NOTHING, to='inventory.carequipment')),
('id_car_option', models.ForeignKey(db_column='id_car_option', on_delete=django.db.models.deletion.DO_NOTHING, to='inventory.caroption')),
],
options={
'verbose_name': 'Option Value',
},
),
migrations.CreateModel(
name='CarLocation',
fields=[
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
('description', models.TextField(blank=True, help_text='Optional description about the showroom placement.', null=True, verbose_name='Description')),
('created_at', models.DateTimeField(auto_now_add=True, verbose_name='Created At')),
('updated_at', models.DateTimeField(auto_now=True, verbose_name='Last Updated')),
('car', models.OneToOneField(on_delete=django.db.models.deletion.CASCADE, related_name='location', to='inventory.car', verbose_name='Car')),
('owner', models.ForeignKey(help_text='Dealer who owns the car.', on_delete=django.db.models.deletion.CASCADE, related_name='owned_cars', to='inventory.dealer', verbose_name='Owner')),
('showroom', models.ForeignKey(help_text='Dealer where the car is displayed (can be the owner).', on_delete=django.db.models.deletion.CASCADE, related_name='showroom_cars', to='inventory.dealer', verbose_name='Showroom')),
],
options={
'verbose_name': 'Car Location',
'verbose_name_plural': 'Car Locations',
},
),
migrations.CreateModel(
name='CarFinance',
fields=[
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
('cost_price', models.DecimalField(decimal_places=2, max_digits=14, verbose_name='Cost Price')),
('selling_price', models.DecimalField(decimal_places=2, max_digits=14, verbose_name='Selling Price')),
('discount_amount', models.DecimalField(decimal_places=2, default=Decimal('0.00'), max_digits=14, verbose_name='Discount Amount')),
('additional_services', models.ManyToManyField(blank=True, related_name='additional_finances', to='inventory.additionalservices')),
('car', models.OneToOneField(on_delete=django.db.models.deletion.CASCADE, related_name='finances', to='inventory.car')),
],
options={
'verbose_name': 'Car Financial Details',
'verbose_name_plural': 'Car Financial Details',
},
),
migrations.AddField(
model_name='carequipment',
name='id_car_trim',
field=models.ForeignKey(db_column='id_car_trim', on_delete=django.db.models.deletion.DO_NOTHING, to='inventory.cartrim'),
),
migrations.AddField(
model_name='car',
name='dealer',
field=models.ForeignKey(on_delete=django.db.models.deletion.DO_NOTHING, related_name='cars', to='inventory.dealer', verbose_name='Dealer'),
),
migrations.AddField(
model_name='car',
name='id_car_make',
field=models.ForeignKey(blank=True, db_column='id_car_make', null=True, on_delete=django.db.models.deletion.DO_NOTHING, to='inventory.carmake', verbose_name='Make'),
),
migrations.AddField(
model_name='car',
name='id_car_model',
field=models.ForeignKey(blank=True, db_column='id_car_model', null=True, on_delete=django.db.models.deletion.DO_NOTHING, to='inventory.carmodel', verbose_name='Model'),
),
migrations.AddField(
model_name='car',
name='id_car_serie',
field=models.ForeignKey(blank=True, db_column='id_car_serie', null=True, on_delete=django.db.models.deletion.DO_NOTHING, to='inventory.carserie', verbose_name='Series'),
),
migrations.AddField(
model_name='car',
name='id_car_trim',
field=models.ForeignKey(blank=True, db_column='id_car_trim', null=True, on_delete=django.db.models.deletion.DO_NOTHING, to='inventory.cartrim', verbose_name='Trim'),
),
migrations.AddField( migrations.AddField(
model_name='car', model_name='car',
name='vendor', name='vendor',
field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.DO_NOTHING, related_name='cars', to='inventory.vendor', verbose_name='Vendor'), field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.DO_NOTHING, related_name='cars', to='inventory.vendor', verbose_name='Vendor'),
), ),
migrations.AddField(
model_name='additionalservices',
name='dealer',
field=models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to='inventory.dealer', verbose_name='Dealer'),
),
migrations.AddField(
model_name='additionalservices',
name='item',
field=models.OneToOneField(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, to='django_ledger.itemmodel', verbose_name='Item'),
),
migrations.CreateModel(
name='Activity',
fields=[
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
('object_id', models.PositiveIntegerField()),
('activity_type', models.CharField(choices=[('call', 'Call'), ('sms', 'SMS'), ('email', 'Email'), ('whatsapp', 'WhatsApp'), ('visit', 'Visit'), ('add_car', 'Add Car'), ('reserve_car', 'Reserve Car'), ('remove_car', 'Remove Car'), ('create_quotation', 'Create Quotation'), ('cancel_quotation', 'Cancel Quotation'), ('create_order', 'Create Order'), ('cancel_order', 'Cancel Order'), ('create_invoice', 'Create Invoice'), ('cancel_invoice', 'Cancel Invoice')], max_length=50, verbose_name='Activity Type')),
('notes', models.TextField(blank=True, null=True, verbose_name='Notes')),
('created', models.DateTimeField(auto_now_add=True, verbose_name='Created')),
('updated', models.DateTimeField(auto_now=True, verbose_name='Updated')),
('content_type', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to='contenttypes.contenttype')),
('created_by', models.ForeignKey(on_delete=django.db.models.deletion.DO_NOTHING, related_name='activities_created', to=settings.AUTH_USER_MODEL)),
],
options={
'verbose_name': 'Activity',
'verbose_name_plural': 'Activities',
},
),
migrations.CreateModel( migrations.CreateModel(
name='CarReservation', name='CarReservation',
fields=[ fields=[

18
inventory/migrations/0002_alter_carmake_car_type.py Normal file
View File

@ -0,0 +1,18 @@
# Generated by Django 4.2.17 on 2025-01-13 10:20
from django.db import migrations, models
class Migration(migrations.Migration):
dependencies = [
('inventory', '0001_initial'),
]
operations = [
migrations.AlterField(
model_name='carmake',
name='car_type',
field=models.SmallIntegerField(blank=True, choices=[], null=True),
),
]

18
inventory/migrations/0003_alter_carmake_car_type.py Normal file
View File

@ -0,0 +1,18 @@
# Generated by Django 4.2.17 on 2025-01-14 12:10
from django.db import migrations, models
class Migration(migrations.Migration):
dependencies = [
('inventory', '0002_alter_carmake_car_type'),
]
operations = [
migrations.AlterField(
model_name='carmake',
name='car_type',
field=models.SmallIntegerField(blank=True, choices=[(1, 'Car'), (2, 'Light Commercial'), (3, 'Heavy-Duty Tractors'), (4, 'Trailers'), (5, 'Medium Trucks'), (6, 'Buses'), (20, 'Motorcycles'), (21, 'Buggy'), (22, 'Moto ATV'), (23, 'Scooters'), (24, 'Karting'), (25, 'ATV'), (26, 'Snowmobiles')], null=True),
),
]

5
inventory/models.py
View File

@ -47,8 +47,7 @@ class StaffUserManager(UserManager):
user = self.create_user(username=email, email=email, password=password, **extra_fields) user = self.create_user(username=email, email=email, password=password, **extra_fields)
Staff.objects.create(user=user, name=name, arabic_name=arabic_name, phone_number=phone_number, staff_type=staff_type, **extra_fields) Staff.objects.create(user=user, name=name, arabic_name=arabic_name, phone_number=phone_number, staff_type=staff_type, **extra_fields)
return user return user
class UnitOfMeasure(models.TextChoices): class UnitOfMeasure(models.TextChoices):
EACH = 'EA', 'Each' EACH = 'EA', 'Each'
PAIR = 'PR', 'Pair' PAIR = 'PR', 'Pair'
@ -98,7 +97,7 @@ class CarMake(models.Model, LocalizedNameMixin):
arabic_name = models.CharField(max_length=255, blank=True, null=True) arabic_name = models.CharField(max_length=255, blank=True, null=True)
logo = models.ImageField(_("logo"), upload_to="car_make", blank=True, null=True) logo = models.ImageField(_("logo"), upload_to="car_make", blank=True, null=True)
is_sa_import = models.BooleanField(default=False) is_sa_import = models.BooleanField(default=False)
car_type = models.SmallIntegerField(choices=CarType.choices) car_type = models.SmallIntegerField(choices=CarType.choices, blank=True, null=True)
def __str__(self): def __str__(self):
return self.name return self.name

385
inventory/signals.py
View File

@ -132,6 +132,7 @@ def create_ledger_entity(sender, instance, created, **kwargs):
asset_ca_inventory.role_default = True asset_ca_inventory.role_default = True
asset_ca_inventory.save() asset_ca_inventory.save()
# Prepaid Expenses Account # Prepaid Expenses Account
asset_ca_prepaid = entity.create_account( asset_ca_prepaid = entity.create_account(
coa_model=coa, coa_model=coa,
@ -143,31 +144,100 @@ def create_ledger_entity(sender, instance, created, **kwargs):
) )
asset_ca_prepaid.role_default = True asset_ca_prepaid.role_default = True
asset_ca_prepaid.save() asset_ca_prepaid.save()
# Notes Receivable Account # Employee Expenses Account
asset_lti_notes_receivable = entity.create_account( asset_ca_prepaid_employee = entity.create_account(
coa_model=coa,
code="1105",
role=roles.ASSET_CA_PREPAID,
name=_("Employee Advance"),
balance_type="debit",
active=True,
)
# Inventory Account
asset_ca_inventory = entity.create_account(
coa_model=coa,
code="1106",
role=roles.ASSET_CA_INVENTORY,
name=_("Inventory"),
balance_type="debit",
active=True,
)
asset_ca_inventory.role_default = True
asset_ca_inventory.save()
# VAT Payable Account
liability_ltl_vat_receivable = entity.create_account(
coa_model=coa,
code="1107",
role=roles.ASSET_CA_RECEIVABLES,
name=_("VAT Receivable"),
balance_type="debit",
active=True,
)
# Buildings Accumulated Depreciation Account
asset_ppe_buildings_accum_depreciation = entity.create_account(
coa_model=coa, coa_model=coa,
code="1201", code="1201",
role=roles.ASSET_LTI_NOTES_RECEIVABLE, role=roles.ASSET_PPE_BUILDINGS_ACCUM_DEPRECIATION,
name=_("Notes Receivable"), name=_("Buildings - Accum. Depreciation"),
balance_type="debit", balance_type="credit",
active=True, active=True,
) )
asset_lti_notes_receivable.role_default = True asset_ppe_buildings_accum_depreciation.role_default = True
asset_lti_notes_receivable.save() asset_ppe_buildings_accum_depreciation.save()
# Land Account # intangible Account
asset_lti_land = entity.create_account( asset_lti_land_intangable = entity.create_account(
coa_model=coa, coa_model=coa,
code="1202", code="1202",
role=roles.ASSET_LTI_LAND, role=roles.ASSET_INTANGIBLE_ASSETS,
name=_("Land"), name=_("Intangible Assets"),
balance_type="debit", balance_type="debit",
active=True, active=True,
) )
asset_lti_land.role_default = True asset_lti_land_intangable.role_default = True
asset_lti_land.save() asset_lti_land_intangable.save()
# investment property Account
asset_lti_land_investment = entity.create_account(
coa_model=coa,
code="1204",
role=roles.ASSET_LTI_SECURITIES,
name=_("Investments"),
balance_type="debit",
active=True,
)
asset_lti_land_investment.role_default = True
asset_lti_land_investment.save()
# # Notes Receivable Account
# asset_lti_notes_receivable = entity.create_account(
# coa_model=coa,
# code="1201",
# role=roles.ASSET_LTI_NOTES_RECEIVABLE,
# name=_("Notes Receivable"),
# balance_type="debit",
# active=True,
# )
# asset_lti_notes_receivable.role_default = True
# asset_lti_notes_receivable.save()
# # Land Account
# asset_lti_land = entity.create_account(
# coa_model=coa,
# code="1202",
# role=roles.ASSET_LTI_LAND,
# name=_("Land"),
# balance_type="debit",
# active=True,
# )
# asset_lti_land.role_default = True
# asset_lti_land.save()
# Buildings Account # Buildings Account
asset_ppe_buildings = entity.create_account( asset_ppe_buildings = entity.create_account(
coa_model=coa, coa_model=coa,
@ -180,17 +250,7 @@ def create_ledger_entity(sender, instance, created, **kwargs):
asset_ppe_buildings.role_default = True asset_ppe_buildings.role_default = True
asset_ppe_buildings.save() asset_ppe_buildings.save()
# Buildings Accumulated Depreciation Account
asset_ppe_buildings_accum_depreciation = entity.create_account(
coa_model=coa,
code="1302",
role=roles.ASSET_PPE_BUILDINGS_ACCUM_DEPRECIATION,
name=_("Buildings - Accum. Depreciation"),
balance_type="credit",
active=True,
)
asset_ppe_buildings_accum_depreciation.role_default = True
asset_ppe_buildings_accum_depreciation.save()
# Accounts Payable Account # Accounts Payable Account
liability_cl_acc_payable = entity.create_account( liability_cl_acc_payable = entity.create_account(
@ -239,7 +299,40 @@ def create_ledger_entity(sender, instance, created, **kwargs):
) )
liability_ltl_notes_payable.role_default = True liability_ltl_notes_payable.role_default = True
liability_ltl_notes_payable.save() liability_ltl_notes_payable.save()
# VAT Payable Account
liability_ltl_vat_payable = entity.create_account(
coa_model=coa,
code="2106",
role=roles.LIABILITY_CL_OTHER,
name=_("VAT Payable"),
balance_type="credit",
active=True,
)
# taxes Payable Account
liability_ltl_taxes_payable = entity.create_account(
coa_model=coa,
code="2107",
role=roles.LIABILITY_CL_OTHER,
name=_("Taxes Payable"),
balance_type="credit",
active=True,
)
# social insurance Payable Account
liability_ltl_social_insurance_payable = entity.create_account(
coa_model=coa,
code="2108",
role=roles.LIABILITY_LTL_NOTES_PAYABLE,
name=_("Social Insurance Payable"),
balance_type="credit",
active=True,
)
# End of Service Benefits
entity.create_account(coa_model=coa, code="2202", role=roles.LIABILITY_LTL_NOTES_PAYABLE, name=_("End of Service Benefits"), balance_type="credit", active=True)
# Mortgage Payable Account # Mortgage Payable Account
liability_ltl_mortgage_payable = entity.create_account( liability_ltl_mortgage_payable = entity.create_account(
coa_model=coa, coa_model=coa,
@ -252,29 +345,43 @@ def create_ledger_entity(sender, instance, created, **kwargs):
liability_ltl_mortgage_payable.role_default = True liability_ltl_mortgage_payable.role_default = True
liability_ltl_mortgage_payable.save() liability_ltl_mortgage_payable.save()
# Common Stock Account # Capital
equity_common_stock = entity.create_account( equity_capital = entity.create_account(coa_model=coa, code="3101", role=roles.EQUITY_CAPITAL, name=_("Registered Capital"), balance_type="credit", active=True)
coa_model=coa, equity_capital.role_default = True
code="3101", equity_capital.save()
role=roles.EQUITY_COMMON_STOCK, entity.create_account(coa_model=coa, code="3102", role=roles.EQUITY_CAPITAL, name=_("Additional Paid-In Capital"), balance_type="credit", active=True)
name=_("Common Stock"),
balance_type="credit", # Other Equity
active=True, other_equity = entity.create_account(coa_model=coa, code="3201", role=roles.EQUITY_COMMON_STOCK, name=_("Opening Balances"), balance_type="credit", active=True)
) other_equity.role_default = True
equity_common_stock.role_default = True other_equity.save()
equity_common_stock.save()
# Reserves
reserve = entity.create_account(coa_model=coa, code="3301", role=roles.EQUITY_ADJUSTMENT, name=_("Statutory Reserve"), balance_type="credit", active=True)
reserve.role_default = True
reserve.save()
entity.create_account(coa_model=coa, code="3302", role=roles.EQUITY_ADJUSTMENT, name=_("Foreign Currency Translation Reserve"), balance_type="credit", active=True)
# Retained Earnings Account # Retained Earnings Account
equity_retained_earnings = entity.create_account( equity_retained_earnings = entity.create_account(
coa_model=coa, coa_model=coa,
code="3102", code="3401",
role=roles.EQUITY_ADJUSTMENT, role=roles.EQUITY_PREFERRED_STOCK,
name=_("Retained Earnings"), name=_("Operating Profits and Losses"),
balance_type="credit", balance_type="credit",
active=True, active=True,
) )
equity_retained_earnings.role_default = True equity_retained_earnings.role_default = True
equity_retained_earnings.save() equity_retained_earnings.save()
equity_retained_earnings_losses = entity.create_account(
coa_model=coa,
code="3402",
role=roles.EQUITY_PREFERRED_STOCK,
name=_("Retained Earnings (or Losses)"),
balance_type="credit",
active=True,
)
# Sales Revenue Account # Sales Revenue Account
income_operational = entity.create_account( income_operational = entity.create_account(
@ -300,6 +407,23 @@ def create_ledger_entity(sender, instance, created, **kwargs):
income_interest.role_default = True income_interest.role_default = True
income_interest.save() income_interest.save()
# Uneared Income Account
income_unearned = entity.create_account(
coa_model=coa,
code="4103",
role=roles.INCOME_OTHER,
name=_("Unearned Income"),
balance_type="credit",
active=True,
)
# Operating Revenues
entity.create_account(coa_model=coa, code="4104", role=roles.INCOME_OPERATIONAL, name=_("Sales/Service Revenue"), balance_type="credit", active=True)
#Non-Operating Revenues
entity.create_account(coa_model=coa, code="4201", role=roles.INCOME_OTHER, name=_("Non-Operating Revenues"), balance_type="credit", active=True)
# Cost of Goods Sold (COGS) Account # Cost of Goods Sold (COGS) Account
expense_cogs = entity.create_account( expense_cogs = entity.create_account(
coa_model=coa, coa_model=coa,
@ -311,7 +435,28 @@ def create_ledger_entity(sender, instance, created, **kwargs):
) )
expense_cogs.role_default = True expense_cogs.role_default = True
expense_cogs.save() expense_cogs.save()
# accrued Expenses Account
expense_cogs = entity.create_account(
coa_model=coa,
code="6117",
role=roles.EXPENSE_OPERATIONAL,
name=_("Accrued Expenses"),
balance_type="debit",
active=True,
)
# accrued salaries Account
expense_cogs = entity.create_account(
coa_model=coa,
code="6118",
role=roles.EXPENSE_OPERATIONAL,
name=_("Accrued Salaries"),
balance_type="debit",
active=True,
)
# Rent Expense Account # Rent Expense Account
expense_rent = entity.create_account( expense_rent = entity.create_account(
coa_model=coa, coa_model=coa,
@ -323,7 +468,161 @@ def create_ledger_entity(sender, instance, created, **kwargs):
) )
expense_rent.role_default = True expense_rent.role_default = True
expense_rent.save() expense_rent.save()
# Salaries and Administrative Fees
expense_salaries = entity.create_account(
coa_model=coa,
code="6103",
role=roles.EXPENSE_OPERATIONAL,
name=_("Salaries and Administrative Fees"),
balance_type="debit",
active=True,
)
# Medical Insurance
expense_medical_insurance = entity.create_account(
coa_model=coa,
code="6104",
role=roles.EXPENSE_OPERATIONAL,
name=_("Medical Insurance"),
balance_type="debit",
active=True,
)
# Marketing and Advertising Expenses
expense_marketing = entity.create_account(
coa_model=coa,
code="6105",
role=roles.EXPENSE_OPERATIONAL,
name=_("Marketing and Advertising Expenses"),
balance_type="debit",
active=True,
)
# Commissions and Incentives
expense_commissions = entity.create_account(
coa_model=coa,
code="6106",
role=roles.EXPENSE_OPERATIONAL,
name=_("Commissions and Incentives"),
balance_type="debit",
active=True,
)
# Travel Tickets
expense_travel = entity.create_account(
coa_model=coa,
code="6107",
role=roles.EXPENSE_OPERATIONAL,
name=_("Travel Tickets"),
balance_type="debit",
active=True,
)
# Social Insurance
expense_other = entity.create_account(
coa_model=coa,
code="6108",
role=roles.EXPENSE_OPERATIONAL,
name=_("Social Insurance"),
balance_type="debit",
active=True,
)
# Government Fees
expense_other = entity.create_account(
coa_model=coa,
code="6109",
role=roles.EXPENSE_OPERATIONAL,
name=_("Government Fees"),
balance_type="debit",
active=True,
)
# Fees and Subscriptions
expense_other = entity.create_account(
coa_model=coa,
code="6110",
role=roles.EXPENSE_OPERATIONAL,
name=_("Fees and Subscriptions"),
balance_type="debit",
active=True,
)
# Office Services Expenses
expense_other = entity.create_account(
coa_model=coa,
code="6111",
role=roles.EXPENSE_OPERATIONAL,
name=_("Office Services Expenses"),
balance_type="debit",
active=True,
)
# Office Supplies and Printing
expense_other = entity.create_account(
coa_model=coa,
code="6112",
role=roles.EXPENSE_OPERATIONAL,
name=_("Office Supplies and Printing"),
balance_type="debit",
active=True,
)
# Hospitality Expenses
expense_other = entity.create_account(
coa_model=coa,
code="6113",
role=roles.EXPENSE_OPERATIONAL,
name=_("Hospitality Expenses"),
balance_type="debit",
active=True,
)
# Bank Commissions
expense_other = entity.create_account(
coa_model=coa,
code="6114",
role=roles.EXPENSE_OPERATIONAL,
name=_("Bank Commissions"),
balance_type="debit",
active=True,
)
# Other Expenses
expense_other = entity.create_account(
coa_model=coa,
code="6115",
role=roles.EXPENSE_OPERATIONAL,
name=_("Other Expenses"),
balance_type="debit",
active=True,
)
# Transportation Expenses
expense_other = entity.create_account(
coa_model=coa,
code="6116",
role=roles.EXPENSE_OPERATIONAL,
name=_("Transportation Expenses"),
balance_type="debit",
active=True,
)
# 5.1 Direct Costs
entity.create_account(coa_model=coa, code="6201", role=roles.EXPENSE_OPERATIONAL, name=_("Cost of Goods Sold"), balance_type="debit", active=True)
entity.create_account(coa_model=coa, code="6202", role=roles.EXPENSE_OPERATIONAL, name=_("Salaries and Wages"), balance_type="debit", active=True)
entity.create_account(coa_model=coa, code="6203", role=roles.EXPENSE_OPERATIONAL, name=_("Sales Commissions"), balance_type="debit", active=True)
entity.create_account(coa_model=coa, code="6204", role=roles.EXPENSE_OPERATIONAL, name=_("Shipping and Customs Clearance"), balance_type="debit", active=True)
# 5.3 Non-Operating Expenses
entity.create_account(coa_model=coa, code="6301", role=roles.EXPENSE_OTHER, name=_("Zakat"), balance_type="debit", active=True)
entity.create_account(coa_model=coa, code="6302", role=roles.EXPENSE_OTHER, name=_("Taxes"), balance_type="debit", active=True)
entity.create_account(coa_model=coa, code="6303", role=roles.EXPENSE_OTHER, name=_("Foreign Currency Translation"), balance_type="debit", active=True)
entity.create_account(coa_model=coa, code="6304", role=roles.EXPENSE_OTHER, name=_("Interest Expenses"), balance_type="debit", active=True)
# 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):

2
inventory/urls.py
View File

@ -164,6 +164,7 @@ urlpatterns = [
path('sales/payments/<uuid:pk>/create/', views.PaymentCreateView, name='payment_create'), path('sales/payments/<uuid:pk>/create/', views.PaymentCreateView, name='payment_create'),
path('sales/payments/create/', views.PaymentCreateView, name='payment_create'), path('sales/payments/create/', views.PaymentCreateView, name='payment_create'),
path('sales/payments/<uuid:pk>/payment_details/', views.PaymentDetailView, name='payment_details'), path('sales/payments/<uuid:pk>/payment_details/', views.PaymentDetailView, name='payment_details'),
path('sales/payments/<uuid:pk>/payment_mark_as_paid/', views.payment_mark_as_paid, name='payment_mark_as_paid'),
# path('sales/payments/<uuid:pk>/update/', views.JournalEntryUpdateView.as_view(), name='payment_update'), # path('sales/payments/<uuid:pk>/update/', views.JournalEntryUpdateView.as_view(), name='payment_update'),
# path('sales/payments/<uuid:pk>/delete/', views.JournalEntryDeleteView.as_view(), name='payment_delete'), # path('sales/payments/<uuid:pk>/delete/', views.JournalEntryDeleteView.as_view(), name='payment_delete'),
# path('sales/payments/<uuid:pk>/preview/', views.JournalEntryPreviewView.as_view(), name='payment_preview'), # path('sales/payments/<uuid:pk>/preview/', views.JournalEntryPreviewView.as_view(), name='payment_preview'),
@ -173,6 +174,7 @@ urlpatterns = [
# Items # Items
path('items/services/', views.ItemServiceListView.as_view(), name='item_service_list'), path('items/services/', views.ItemServiceListView.as_view(), name='item_service_list'),
path('items/services/create/', views.ItemServiceCreateView.as_view(), name='item_service_create'), path('items/services/create/', views.ItemServiceCreateView.as_view(), name='item_service_create'),
path('items/services/<int:pk>/update/', views.ItemServiceUpdateView.as_view(), name='item_service_update'),
# Expanese # Expanese
path('items/expeneses/', views.ItemExpenseListView.as_view(), name='item_expense_list'), path('items/expeneses/', views.ItemExpenseListView.as_view(), name='item_expense_list'),
path('items/expeneses/create/', views.ItemExpenseCreateView.as_view(), name='item_expense_create'), path('items/expeneses/create/', views.ItemExpenseCreateView.as_view(), name='item_expense_create'),

1
inventory/utils.py
View File

@ -9,6 +9,7 @@ from django.utils.translation import gettext_lazy as _
from inventory.utilities.financials import get_financial_value from inventory.utilities.financials import get_financial_value
from django_ledger.models.items import ItemModel from django_ledger.models.items import ItemModel
from django_ledger.models import InvoiceModel, EstimateModel from django_ledger.models import InvoiceModel, EstimateModel
from decimal import Decimal
def get_jwt_token(): def get_jwt_token():

278
inventory/views.py
View File

@ -1,5 +1,6 @@
from decimal import Decimal from decimal import Decimal
from django.core.paginator import Paginator from django.core.paginator import Paginator
from django.forms import DateField, DateInput, HiddenInput, TextInput
from django.utils.decorators import method_decorator from django.utils.decorators import method_decorator
from django.views.decorators.csrf import csrf_exempt from django.views.decorators.csrf import csrf_exempt
from django_ledger.models import ( from django_ledger.models import (
@ -340,19 +341,17 @@ class AjaxHandlerView(LoginRequiredMixin, View):
# Validate inputs # Validate inputs
if not model_id or not year: if not model_id or not year:
return JsonResponse({"error": "Missing required parameters: model_id or year"}, status=400) return JsonResponse(
{"error": "Missing required parameters: model_id or year"}, status=400
)
try: try:
year = int(year) year = int(year)
except ValueError: except ValueError:
return JsonResponse({"error": "Invalid year format"}, status=400) return JsonResponse({"error": "Invalid year format"}, status=400)
series = models.CarSerie.objects.filter( series = models.CarSerie.objects.filter(
id_car_model=model_id, id_car_model=model_id, year_begin__lte=year, year_end__gte=year
year_begin__lte=year, ).values("id_car_serie", "name", "arabic_name", "generation_name")
year_end__gte=year
).values(
"id_car_serie", "name", "arabic_name", "generation_name"
)
return JsonResponse(list(series), safe=False) return JsonResponse(list(series), safe=False)
@ -401,15 +400,19 @@ class AjaxHandlerView(LoginRequiredMixin, View):
return JsonResponse(serialized_specs, safe=False) return JsonResponse(serialized_specs, safe=False)
def get_equipments(self, request): def get_equipments(self, request):
trim_id = request.GET.get('trim_id') trim_id = request.GET.get("trim_id")
equipments = models.CarEquipment.objects.filter( equipments = (
id_car_trim=trim_id models.CarEquipment.objects.filter(id_car_trim=trim_id)
).values('id_car_equipment', 'name').order_by('name') .values("id_car_equipment", "name")
.order_by("name")
)
return JsonResponse(list(equipments), safe=False) return JsonResponse(list(equipments), safe=False)
def get_options(self, request): def get_options(self, request):
equipment_id = request.GET.get('equipment_id') equipment_id = request.GET.get("equipment_id")
car_option_values = models.CarOptionValue.objects.filter(id_car_equipment=equipment_id) car_option_values = models.CarOptionValue.objects.filter(
id_car_equipment=equipment_id
)
options_by_parent = {} options_by_parent = {}
for value in car_option_values: for value in car_option_values:
@ -418,16 +421,19 @@ class AjaxHandlerView(LoginRequiredMixin, View):
parent_id = parent.id_car_option if parent else 0 parent_id = parent.id_car_option if parent else 0
parent_name = parent.name if parent else "Root" parent_name = parent.name if parent else "Root"
if parent_id not in options_by_parent: if parent_id not in options_by_parent:
options_by_parent[parent_id] = {'parent_name': parent_name, 'options': []} options_by_parent[parent_id] = {
"parent_name": parent_name,
"options": [],
}
option_data = { option_data = {
'option_id': option.id_car_option, "option_id": option.id_car_option,
'option_name': option.name, "option_name": option.name,
'is_base': value.is_base, "is_base": value.is_base,
'equipment_name': value.id_car_equipment.name "equipment_name": value.id_car_equipment.name,
} }
options_by_parent[parent_id]['options'].append(option_data) options_by_parent[parent_id]["options"].append(option_data)
serialized_options = [ serialized_options = [
{'parent_name': v['parent_name'], 'options': v['options']} {"parent_name": v["parent_name"], "options": v["options"]}
for v in options_by_parent.values() for v in options_by_parent.values()
] ]
return JsonResponse(serialized_options, safe=False) return JsonResponse(serialized_options, safe=False)
@ -863,14 +869,18 @@ class CustomerDetailView(LoginRequiredMixin, DetailView):
context["estimates"] = entity.get_estimates().filter( context["estimates"] = entity.get_estimates().filter(
customer__customer_name=name customer__customer_name=name
) )
context['notes'] = models.Notes.objects.filter(content_type__model='customer', object_id=self.object.id) context["notes"] = models.Notes.objects.filter(
context['activities'] = models.Activity.objects.filter(content_type__model='customer', object_id=self.object.id) content_type__model="customer", object_id=self.object.id
)
context["activities"] = models.Activity.objects.filter(
content_type__model="customer", object_id=self.object.id
)
return context return context
def add_note_to_customer(request, pk): def add_note_to_customer(request, pk):
customer = get_object_or_404(models.Customer, pk=pk) customer = get_object_or_404(models.Customer, pk=pk)
if request.method == 'POST': if request.method == "POST":
form = forms.NoteForm(request.POST) form = forms.NoteForm(request.POST)
if form.is_valid(): if form.is_valid():
note = form.save(commit=False) note = form.save(commit=False)
@ -878,24 +888,27 @@ def add_note_to_customer(request, pk):
note.created_by = request.user note.created_by = request.user
note.save() note.save()
return redirect('customer_detail', pk=pk) return redirect("customer_detail", pk=pk)
else: else:
form = forms.NoteForm() form = forms.NoteForm()
return render(request, 'crm/add_note.html', {'form': form, 'customer': customer}) return render(request, "crm/add_note.html", {"form": form, "customer": customer})
def add_activity_to_customer(request, pk): def add_activity_to_customer(request, pk):
customer = get_object_or_404(models.Customer, pk=pk) customer = get_object_or_404(models.Customer, pk=pk)
if request.method == 'POST': if request.method == "POST":
form = forms.ActivityForm(request.POST) form = forms.ActivityForm(request.POST)
if form.is_valid(): if form.is_valid():
activity = form.save(commit=False) activity = form.save(commit=False)
activity.content_object = customer activity.content_object = customer
activity.created_by = request.user activity.created_by = request.user
activity.save() activity.save()
return redirect('customer_detail', pk=pk) return redirect("customer_detail", pk=pk)
else: else:
form = forms.ActivityForm() form = forms.ActivityForm()
return render(request, 'crm/add_activity.html', {'form': form, 'customer': customer}) return render(
request, "crm/add_activity.html", {"form": form, "customer": customer}
)
class CustomerCreateView( class CustomerCreateView(
@ -1503,6 +1516,7 @@ class RepresentativeListView(LoginRequiredMixin, ListView):
data = models.Representative.objects.filter(dealer=dealer).all() data = models.Representative.objects.filter(dealer=dealer).all()
return data return data
class RepresentativeDetailView(DetailView): class RepresentativeDetailView(DetailView):
model = models.Representative model = models.Representative
template_name = "representatives/representative_detail.html" template_name = "representatives/representative_detail.html"
@ -1725,9 +1739,7 @@ class BankAccountListView(LoginRequiredMixin, ListView):
def get_queryset(self): def get_queryset(self):
dealer = get_user_type(self.request) dealer = get_user_type(self.request)
return BankAccountModel.objects.filter( return BankAccountModel.objects.filter(entity_model=dealer.entity)
entity_model=dealer.entity
)
class BankAccountCreateView(LoginRequiredMixin, SuccessMessageMixin, CreateView): class BankAccountCreateView(LoginRequiredMixin, SuccessMessageMixin, CreateView):
@ -1863,6 +1875,11 @@ class AccountUpdateView(LoginRequiredMixin, SuccessMessageMixin, UpdateView):
success_url = reverse_lazy("account_list") success_url = reverse_lazy("account_list")
success_message = "Account updated successfully." success_message = "Account updated successfully."
def get_form(self, form_class=None):
form = super().get_form(form_class)
form.fields['_ref_node_id'].widget = HiddenInput()
form.fields['_position'].widget = HiddenInput()
return form
@login_required @login_required
def account_delete(request, pk): def account_delete(request, pk):
@ -2046,6 +2063,7 @@ def create_estimate(request):
for x in car_list for x in car_list
], ],
} }
print(context)
return render(request, "sales/estimates/estimate_form.html", context) return render(request, "sales/estimates/estimate_form.html", context)
@ -2265,9 +2283,8 @@ def invoice_create(request, pk):
dealer = get_user_type(request) dealer = get_user_type(request)
entity = dealer.entity entity = dealer.entity
form = InvoiceModelCreateForm(entity_slug=entity.slug, user_model=entity.admin)
if request.method == "POST": if request.method == "POST":
form = InvoiceModelCreateForm( form = forms.InvoiceModelCreateForm(
request.POST, entity_slug=entity.slug, user_model=entity.admin request.POST, entity_slug=entity.slug, user_model=entity.admin
) )
if form.is_valid(): if form.is_valid():
@ -2314,7 +2331,23 @@ def invoice_create(request, pk):
invoice.save() invoice.save()
messages.success(request, "Invoice created successfully!") messages.success(request, "Invoice created successfully!")
return redirect("invoice_detail", pk=invoice.pk) return redirect("invoice_detail", pk=invoice.pk)
form.initial["customer"] = estimate.customer form = forms.InvoiceModelCreateForm(
entity_slug=entity.slug, user_model=entity.admin
)
form.initial.update(
{
"customer": estimate.customer,
"cash_account": entity.get_default_coa_accounts().get(name="Cash"),
"prepaid_account": entity.get_default_coa_accounts().get(
name="Accounts Receivable"
),
"unearned_account": entity.get_default_coa_accounts().get(
name="Deferred Revenue"
),
}
)
context = { context = {
"form": form, "form": form,
"estimate": estimate, "estimate": estimate,
@ -2354,23 +2387,22 @@ def PaymentCreateView(request, pk=None):
if form.is_valid(): if form.is_valid():
amount = form.cleaned_data.get("amount") amount = form.cleaned_data.get("amount")
invoice = form.cleaned_data.get("invoice") invoice = form.cleaned_data.get("invoice")
if amount > invoice.amount_due: payment_method = form.cleaned_data.get("payment_method")
messages.error(
request, "Payment amount is greater than invoice amount due"
)
return redirect("payment_create", pk=invoice.pk)
if amount <= 0:
messages.error(request, "Payment amount must be greater than 0")
return redirect("payment_create", pk=invoice.pk)
if (
invoice.amount_due == invoice.amount_paid
or invoice.invoice_status == "paid"
):
messages.error(request, "Invoice is already fully paid")
return redirect("invoice_detail", pk=invoice.pk)
ledger = None ledger = None
try: try:
vat_amount = 0
total_amount = 0
if invoice.terms == "on_receipt":
for x in invoice.get_itemtxs_data()[0].all():
vat_amount += models.Car.objects.get(
vin=x.item_model.name
).finances.vat_amount
total_amount += models.Car.objects.get(
vin=x.item_model.name
).finances.total_discount
ledger = LedgerModel.objects.filter( ledger = LedgerModel.objects.filter(
name=str(invoice.pk), entity=entity name=str(invoice.pk), entity=entity
).first() ).first()
@ -2381,13 +2413,29 @@ def PaymentCreateView(request, pk=None):
locked=False, locked=False,
origin="Payment", origin="Payment",
) )
cash_account = entity.get_default_coa_accounts().get(name="Cash") credit_account = entity.get_default_coa_accounts().get(
accounts_receivable = entity.get_default_coa_accounts().get( name="Sales Revenue"
name="Accounts Receivable" )
debit_account = None
if payment_method == "cash":
debit_account = entity.get_default_coa_accounts().get(
name="Cash", active=True
)
elif payment_method == "credit":
debit_account = entity.get_default_coa_accounts().get(
name="Accounts Receivable", active=True
)
else:
debit_account = entity.get_default_coa_accounts().get(
name="Cash in Bank", active=True
)
vat_payable_account = entity.get_default_coa_accounts().get(
name="VAT Payable", active=True
) )
TransactionModel.objects.create( TransactionModel.objects.create(
journal_entry=journal, journal_entry=journal,
account=cash_account, # Debit Cash account=debit_account, # Debit Cash
amount=amount, # Payment amount amount=amount, # Payment amount
tx_type="debit", tx_type="debit",
description="Payment Received", description="Payment Received",
@ -2395,27 +2443,31 @@ def PaymentCreateView(request, pk=None):
TransactionModel.objects.create( TransactionModel.objects.create(
journal_entry=journal, journal_entry=journal,
account=accounts_receivable, # Credit Accounts Receivable account=credit_account, # Credit Accounts Receivable
amount=amount, # Payment amount amount=total_amount, # Payment amount
tx_type="credit", tx_type="credit",
description="Payment Received", description="Payment Received",
) )
journal.posted = True
invoice.make_payment(amount)
journal.save()
invoice.save()
if invoice.amount_due == invoice.amount_paid: if vat_amount > 0:
invoice.mark_as_paid( TransactionModel.objects.create(
entity_slug=entity.slug, user_model=entity.admin journal_entry=journal,
account=vat_payable_account, # Credit VAT Payable
amount=vat_amount,
tx_type="credit",
description="VAT Payable on Invoice",
) )
invoice.save()
ledger.post() invoice.make_payment(amount)
ledger.save() invoice.save()
messages.success(request, "Payment created successfully!")
return redirect("invoice_detail", pk=invoice.pk)
except Exception as e: except Exception as e:
messages.error(request, f"Error creating payment: {str(e)}") messages.error(request, f"Error creating payment: {str(e)}")
else:
messages.error(request, f"Invalid form data: {str(form.errors)}")
return redirect("invoice_detail", pk=invoice.pk)
form = forms.PaymentForm()
form.initial["amount"] = invoice.amount_due
if invoice: if invoice:
form.initial["invoice"] = invoice form.initial["invoice"] = invoice
return render( return render(
@ -2433,7 +2485,39 @@ def PaymentListView(request):
def PaymentDetailView(request, pk): def PaymentDetailView(request, pk):
journal = JournalEntryModel.objects.filter(pk=pk).first() journal = JournalEntryModel.objects.filter(pk=pk).first()
return render(request, "sales/payments/payment_details.html", {"journal": journal}) transactions = (
TransactionModel.objects.filter(journal_entry=journal)
.order_by("account__code")
.all()
)
return render(
request,
"sales/payments/payment_details.html",
{"journal": journal, "transactions": transactions},
)
def payment_mark_as_paid(request, pk):
invoice = get_object_or_404(InvoiceModel, pk=pk)
if request.method == "POST":
try:
if invoice.amount_due == invoice.amount_paid:
if not invoice.is_paid() and invoice.can_pay():
invoice.mark_as_paid(
entity_slug=invoice.ledger.entity.slug,
user_model=invoice.ledger.entity.admin,
)
invoice.save()
invoice.ledger.lock_journal_entries()
invoice.ledger.post_journal_entries()
invoice.ledger.post()
invoice.ledger.save()
messages.success(request, "Payment created successfully!")
except Exception as e:
messages.error(request, f"Error: {str(e)}")
return redirect("invoice_detail", pk=invoice.pk)
# activity log # activity log
@ -2453,8 +2537,8 @@ class UserActivityLogListView(ListView):
# CRM RELATED VIEWS # CRM RELATED VIEWS
class LeadListView(ListView): class LeadListView(ListView):
model = models.Lead model = models.Lead
template_name = 'crm/leads/lead_list.html' template_name = "crm/leads/lead_list.html"
context_object_name = 'leads' context_object_name = "leads"
paginate_by = 10 paginate_by = 10
def get_queryset(self): def get_queryset(self):
@ -2462,17 +2546,25 @@ class LeadListView(ListView):
leads = models.Lead.objects.filter(dealer=dealer).all() leads = models.Lead.objects.filter(dealer=dealer).all()
return leads return leads
class LeadDetailView(DetailView): class LeadDetailView(DetailView):
model = models.Lead model = models.Lead
template_name = 'crm/leads/lead_detail.html' template_name = "crm/leads/lead_detail.html"
def get_context_data(self, **kwargs): def get_context_data(self, **kwargs):
context = super().get_context_data(**kwargs) context = super().get_context_data(**kwargs)
context['notes'] = models.Notes.objects.filter(content_type__model='lead', object_id=self.object.id) context["notes"] = models.Notes.objects.filter(
context['activities'] = models.Activity.objects.filter(content_type__model='lead', object_id=self.object.id) content_type__model="lead", object_id=self.object.id
context['status_history'] = models.LeadStatusHistory.objects.filter(lead=self.object) )
context["activities"] = models.Activity.objects.filter(
content_type__model="lead", object_id=self.object.id
)
context["status_history"] = models.LeadStatusHistory.objects.filter(
lead=self.object
)
return context return context
class LeadCreateView(CreateView, SuccessMessageMixin, LoginRequiredMixin): class LeadCreateView(CreateView, SuccessMessageMixin, LoginRequiredMixin):
model = models.Lead model = models.Lead
form_class = forms.LeadForm form_class = forms.LeadForm
@ -2503,13 +2595,13 @@ class LeadUpdateView(UpdateView):
class LeadDeleteView(DeleteView): class LeadDeleteView(DeleteView):
model = models.Lead model = models.Lead
template_name = 'crm/leads/lead_confirm_delete.html' template_name = "crm/leads/lead_confirm_delete.html"
success_url = reverse_lazy('lead_list') success_url = reverse_lazy("lead_list")
def add_note_to_lead(request, pk): def add_note_to_lead(request, pk):
lead = get_object_or_404(models.Lead, pk=pk) lead = get_object_or_404(models.Lead, pk=pk)
if request.method == 'POST': if request.method == "POST":
form = forms.NoteForm(request.POST) form = forms.NoteForm(request.POST)
if form.is_valid(): if form.is_valid():
note = form.save(commit=False) note = form.save(commit=False)
@ -2517,24 +2609,25 @@ def add_note_to_lead(request, pk):
note.created_by = request.user note.created_by = request.user
note.save() note.save()
return redirect('lead_detail', pk=pk) return redirect("lead_detail", pk=pk)
else: else:
form = forms.NoteForm() form = forms.NoteForm()
return render(request, 'crm/add_note.html', {'form': form, 'lead': lead}) return render(request, "crm/add_note.html", {"form": form, "lead": lead})
def add_activity_to_lead(request, pk): def add_activity_to_lead(request, pk):
lead = get_object_or_404(models.Lead, pk=pk) lead = get_object_or_404(models.Lead, pk=pk)
if request.method == 'POST': if request.method == "POST":
form = forms.ActivityForm(request.POST) form = forms.ActivityForm(request.POST)
if form.is_valid(): if form.is_valid():
activity = form.save(commit=False) activity = form.save(commit=False)
activity.content_object = lead activity.content_object = lead
activity.created_by = request.user activity.created_by = request.user
activity.save() activity.save()
return redirect('lead_detail', pk=pk) return redirect("lead_detail", pk=pk)
else: else:
form = forms.ActivityForm() form = forms.ActivityForm()
return render(request, 'crm/add_activity.html', {'form': form, 'lead': lead}) return render(request, "crm/add_activity.html", {"form": form, "lead": lead})
class OpportunityCreateView(CreateView): class OpportunityCreateView(CreateView):
@ -2650,11 +2743,28 @@ def fetch_notifications(request):
return JsonResponse({"notifications": notifications_data}) return JsonResponse({"notifications": notifications_data})
class ItemServiceCreateView(CreateView): class ItemServiceCreateView(LoginRequiredMixin,SuccessMessageMixin,CreateView):
model = models.AdditionalServices model = models.AdditionalServices
form_class = forms.AdditionalServiceForm form_class = forms.AdditionalServiceForm
template_name = "items/service/service_create.html" template_name = "items/service/service_create.html"
success_url = reverse_lazy("item_service_list") success_url = reverse_lazy("item_service_list")
success_message = _("Service created successfully.")
context_object_name = "service"
def form_valid(self, form):
vat = models.VatRate.objects.get(is_active=True)
form.instance.dealer = get_user_type(self.request.user.dealer)
if form.instance.taxable:
form.instance.price = (form.instance.price * vat.rate) + form.instance.price
return super().form_valid(form)
class ItemServiceUpdateView(LoginRequiredMixin,SuccessMessageMixin,UpdateView):
model = models.AdditionalServices
form_class = forms.AdditionalServiceForm
template_name = "items/service/service_create.html"
success_url = reverse_lazy("item_service_list")
success_message = _("Service updated successfully.")
context_object_name = "service"
def form_valid(self, form): def form_valid(self, form):
vat = models.VatRate.objects.get(is_active=True) vat = models.VatRate.objects.get(is_active=True)
@ -2665,13 +2775,13 @@ class ItemServiceCreateView(CreateView):
class ItemServiceListView(ListView): class ItemServiceListView(ListView):
model = ItemModel model = models.AdditionalServices
template_name = "items/service/service_list.html" template_name = "items/service/service_list.html"
context_object_name = "services" context_object_name = "services"
def get_queryset(self): def get_queryset(self):
dealer = get_user_type(self.request) dealer = get_user_type(self.request)
items = dealer.entity.get_items_services() items = models.AdditionalServices.objects.filter(dealer=dealer).all()
return items return items

35
templates/header.html
View File

@ -138,7 +138,7 @@
</ul> </ul>
</div> </div>
</div> </div>
<div class="nav-item-wrapper"> <div class="nav-item-wrapper">
<a class="nav-link dropdown-indicator label-1" href="#nv-crm" role="button" data-bs-toggle="collapse" aria-expanded="false" aria-controls="nv-crm"> <a class="nav-link dropdown-indicator label-1" href="#nv-crm" role="button" data-bs-toggle="collapse" aria-expanded="false" aria-controls="nv-crm">
<div class="d-flex align-items-center"> <div class="d-flex align-items-center">
<div class="dropdown-indicator-icon-wrapper"><span class="fas fa-caret-right dropdown-indicator-icon"></span></div> <div class="dropdown-indicator-icon-wrapper"><span class="fas fa-caret-right dropdown-indicator-icon"></span></div>
@ -189,31 +189,48 @@
</ul> </ul>
</div> </div>
</div> </div>
<div class="nav-item-wrapper"> <!--Add Above -->
<a class="nav-link dropdown-indicator label-1" href="#nv-accounting" role="button" data-bs-toggle="collapse" aria-expanded="false" aria-controls="nv-accounting"> <div class="nav-item-wrapper">
<a class="nav-link dropdown-indicator label-1" href="#nv-financial" role="button" data-bs-toggle="collapse" aria-expanded="false" aria-controls="nv-financial">
<div class="d-flex align-items-center"> <div class="d-flex align-items-center">
<div class="dropdown-indicator-icon-wrapper"><span class="fas fa-caret-right dropdown-indicator-icon"></span></div> <div class="dropdown-indicator-icon-wrapper"><span class="fas fa-caret-right dropdown-indicator-icon"></span></div>
<span class="nav-link-icon"><span data-feather="book"></span></span><span class="nav-link-text">{% trans 'Accounting' %}</span> <span class="nav-link-icon"><span data-feather="phone"></span></span><span class="nav-link-text">{% trans 'Financials' %}</span>
</div> </div>
</a> </a>
<div class="parent-wrapper label-1"> <div class="parent-wrapper label-1">
<ul class="nav collapse parent" data-bs-parent="#navbarVerticalCollapse" id="nv-accounting"> <ul class="nav collapse parent" data-bs-parent="#navbarVerticalCollapse" id="nv-financial">
<li class="collapsed-nav-item-title d-none">{% trans 'Accounting' %}</li> <li class="collapsed-nav-item-title d-none">{% trans 'crm'|upper %}</li>
<li class="nav-item"> <li class="nav-item">
<a class="nav-link" href="{% url 'account_list' %}"> <a class="nav-link" href="{% url 'account_list' %}">
<div class="d-flex align-items-center"> <div class="d-flex align-items-center">
<span class="nav-link-icon"><span data-feather="book-open"></span></span><span class="nav-link-text">{% trans 'Chart of Accounts' %}</span> <span class="nav-link-icon"><span data-feather="users"></span></span><span class="nav-link-text">{% trans 'Accounts'|capfirst %}</span>
</div> </div>
</a> </a>
</li> </li>
<li class="nav-item"> <li class="nav-item">
<a class="nav-link" href="{% url 'bank_account_list' %}"> <a class="nav-link" href="{% url 'bank_account_list' %}">
<div class="d-flex align-items-center"> <div class="d-flex align-items-center">
<span class="nav-link-icon"><span data-feather="users"></span></span><span class="nav-link-text">{% trans 'Banks' %}</span> <span class="nav-link-icon"><span data-feather="users"></span></span><span class="nav-link-text">{% trans 'Bank Accounts'|capfirst %}</span>
</div> </div>
</a> </a>
</li> </li>
<li class="nav-item">
<a class="nav-link" href="{% url 'item_service_list' %}">
<div class="d-flex align-items-center">
<span class="nav-link-icon"><span data-feather="activity"></span></span><span class="nav-link-text">{% trans "Services"|capfirst %}</span>
</div>
</a>
<!-- more inner pages-->
</li>
<li class="nav-item">
<a class="nav-link" href="{% url 'item_expense_list' %}">
<div class="d-flex align-items-center">
<span class="nav-link-icon"><span class="fas fa-users-cog"></span></span><span class="nav-link-text">{% trans "Expenses"|capfirst %}</span>
</div>
</a>
<!-- more inner pages-->
</li>
</ul> </ul>
</div> </div>
</div> </div>

10
templates/items/expenses/expenses_list.html
View File

@ -4,8 +4,12 @@
{% block title %}{{ _("Expenses") }}{% endblock title %} {% block title %}{{ _("Expenses") }}{% endblock title %}
{% block content %} {% block content %}
<div class="row mt-4"> <div class="row mt-4 mx-4">
<h3 class="text-center">{% trans "Expenses" %}</h3> <div class="d-flex justify-content-between mb-2 p-6">
<span></span>
<h3 class="text-center">{% trans "Expenses" %}</h3>
<a href="{% url 'item_expense_create' %}" class="btn btn-sm btn-success ">{% trans "Add Expense" %}</a>
</div>
<div class="mx-n4 px-4 mx-lg-n6 px-lg-6 bg-body-emphasis pt-7 border-y"> <div class="mx-n4 px-4 mx-lg-n6 px-lg-6 bg-body-emphasis pt-7 border-y">
<div class="table-responsive mx-n1 px-1 scrollbar"> <div class="table-responsive mx-n1 px-1 scrollbar">
@ -24,7 +28,7 @@
<td class="align-middle product white-space-nowrap py-0">{{ expense.item_number }}</td> <td class="align-middle product white-space-nowrap py-0">{{ expense.item_number }}</td>
<td class="align-middle product white-space-nowrap">{{ expense.name }}</td> <td class="align-middle product white-space-nowrap">{{ expense.name }}</td>
<td class="align-middle product white-space-nowrap">{{ expense.uom }}</td> <td class="align-middle product white-space-nowrap">{{ expense.uom }}</td>
<td class="text-center"> <td class="">
<a href="{% url 'item_expense_update' expense.pk %}" <a href="{% url 'item_expense_update' expense.pk %}"
class="btn btn-sm btn-phoenix-success"> class="btn btn-sm btn-phoenix-success">
{% trans "Update" %} {% trans "Update" %}

10
templates/items/service/service_create.html
View File

@ -7,8 +7,14 @@
<div class="row"> <div class="row">
<div class="row justify-content-center"> <div class="row justify-content-center">
<div class="col-md-8"> <div class="col-md-8">
<div class="card"> <div class="card">
<div class="card-header">{{ _("Add Service") }}</div> <div class="card-header">
{% if service.pk %}
{{ _("UpdateService") }}
{% else %}
{{ _("Add Service") }}
{% endif %}
</div>
<div class="card-body"> <div class="card-body">
<form method="post" action=""> <form method="post" action="">
{% csrf_token %} {% csrf_token %}

134
templates/items/service/service_list.html
View File

@ -1,106 +1,60 @@
{% extends "base.html" %} {% extends "base.html" %}
{% load i18n %} {% load i18n static %}
{% load render_table from django_tables2 %}
{% block title %}{% trans "users" %}{% endblock title %} {% block title %}{{ _("Expenses") }}{% endblock title %}
{% block users %}<a class="nav-link active">{% trans "users"|capfirst %}</a>{% endblock %}
{% block content %} {% block content %}
<div class="d-flex flex-column min-vh-100"> <div class="row mt-4 mx-4">
<div class="d-flex flex-column flex-sm-grow-1 ms-sm-14 p-4"> <div class="d-flex justify-content-between mb-2 p-6">
<main class="d-grid gap-4 p-1"> <span></span>
<div class="row g-4"> <h3 class="text-center">{% trans "Services" %}</h3>
<div class="col-lg-6 col-xl-12"> <a href="{% url 'item_service_create' %}" class="btn btn-sm btn-success ">{% trans "Add Service" %}</a>
<div class="row-fluid p-2"> </div>
<form method="get"> <div class="mx-n4 px-4 mx-lg-n6 px-lg-6 bg-body-emphasis pt-7 border-y">
<div class="input-group input-group-sm">
<button id="inputGroup-sizing-sm" <div class="table-responsive mx-n1 px-1 scrollbar">
class="btn btn-sm btn-secondary rounded-start" type="submit"> <table class="table fs-9 mb-0 border-top border-translucent">
{% trans 'search'|capfirst %}
</button>
<input type="text"
name="q"
class="form-control form-control-sm rounded-end"
value="{{ request.GET.q }}"
aria-describedby="inputGroup-sizing-sm"/>
<!-- Clear Button -->
{% if request.GET.q %}
<a href="{% url request.resolver_match.view_name %}"
class="btn btn-sm btn-outline-danger ms-1 rounded">
<i class="bi bi-x-lg"></i>
</a>
{% endif %}
</div>
</form>
</div>
<table class="table table-hover table-responsive-sm">
<thead> <thead>
<tr> <tr>
<th>{% trans 'Item Number'|capfirst %}</th> <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Item Number" %}</th>
<th>{% trans 'Name'|capfirst %}</th> <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Name" %}</th>
<th>{% trans 'Unit of Measure'|capfirst %}</th> <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Unit of Measure" %}</th>
<th>{% trans 'Cost of Goods Sold'|capfirst %}</th> <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Taxable" %}</th>
<th class="sort white-space-nowrap align-middle" scope="col">{% trans "Account" %}</th>
<th class="sort white-space-nowrap align-middle" scope="col">{% trans "Action" %}</th>
</tr> </tr>
</thead> </thead>
<tbody> <tbody class="list">
{% for service in services %} {% for service in services %}
<tr class="hover-actions-trigger btn-reveal-trigger position-static">
<td class="align-middle product white-space-nowrap py-0">{{ service.item.item_number }}</td>
<td class="align-middle product white-space-nowrap">{{ service.name }}</td>
<td class="align-middle product white-space-nowrap">{{ service.uom }}</td>
<td class="align-middle product white-space-nowrap">
{% if service.taxable %}
Yes
{% else %}
No
{% endif %}
</td>
<td class="align-middle product white-space-nowrap">{{ service.item.cogs_account }}</td>
<td class="text-center">
<a href="{% url 'item_service_update' service.pk %}"
class="btn btn-sm btn-phoenix-success">
{% trans "Update" %}
</a>
</td>
</tr>
{% empty %}
<tr> <tr>
<td>{{ service.item_number }}</td> <td colspan="6" class="text-center">{% trans "No Invoice Found" %}</td>
<td>{{ service.name }}</td>
<td>{{ service.uom }}</td>
<td>{{ service.cogs_account }}</td>
</tr> </tr>
{% endfor %} {% endfor %}
</tbody> </tbody>
</table> </table>
<!-- Optional: Pagination --> </div>
{% if is_paginated %} <div class="d-flex justify-content-center">
<nav aria-label="Page navigation"> </div>
<ul class="pagination mb-0">
{% if page_obj.has_previous %}
<li class="page-item py-0">
<a class="page-link" href="?page={{ page_obj.previous_page_number }}" aria-label="Previous">
<span aria-hidden="true"><span class="fas fa-chevron-left"></span></span>
</a>
</li>
{% else %}
<li class="page-item disabled">
<a class="page-link" href="#" aria-label="Previous">
<span aria-hidden="true"><span class="fas fa-chevron-left"></span></span>
</a>
</li>
{% endif %}
{% for num in page_obj.paginator.page_range %}
{% if page_obj.number == num %}
<li class="page-item active"><a class="page-link" href="?page={{ num }}">{{ num }}</a></li>
{% else %}
<li class="page-item"><a class="page-link" href="?page={{ num }}">{{ num }}</a></li>
{% endif %}
{% endfor %}
{% if page_obj.has_next %}
<li class="page-item">
<a class="page-link" href="?page={{ page_obj.next_page_number }}" aria-label="Next">
<span aria-hidden="true"><span class="fas fa-chevron-right"></span></span>
</a>
</li>
{% else %}
<li class="page-item disabled">
<a class="page-link" href="#" aria-label="Next">
<span aria-hidden="true"><span class="fas fa-chevron-right"></span></span>
</a>
</li>
{% endif %}
</ul>
</nav>
{% endif %}
</div>
</div>
</main>
</div> </div>
</div> </div>
{% endblock %} {% endblock %}

120
templates/ledger/bank_accounts/bank_account_list.html
View File

@ -1,82 +1,50 @@
{% extends "base.html" %} {% extends "base.html" %}
{% load i18n %} {% load i18n static %}
{% block title %}{% trans "Bank Accounts" %}{% endblock title %}
{% block bank_accounts %} {% block title %}{{ _("Bank Accounts") }}{% endblock title %}
<a class="nav-link active fw-bold">
{% trans "Bank Accounts" %}
<span class="visually-hidden">(current)</span>
</a>
{% endblock %}
{% block content %} {% block content %}
<div class="row mt-4 mx-4">
<!-- Search Bar --> <div class="d-flex justify-content-between mb-2 p-6">
<div class="row g-3"> <span></span>
<div class="col-12"> <h3 class="text-center">{% trans "Bank Accounts" %}</h3>
<form method="get"> <a href="{% url 'bank_account_create' %}" class="btn btn-sm btn-success ">{% trans "Add Bank Account" %}</a>
<div class="input-group input-group-sm"> </div>
<button class="btn btn-sm btn-secondary rounded-start" type="submit"> <div class="mx-n4 px-4 mx-lg-n6 px-lg-6 bg-body-emphasis pt-7 border-y">
{% trans "search" %}
</button> <div class="table-responsive mx-n1 px-1 scrollbar">
<input type="text" <table class="table fs-9 mb-0 border-top border-translucent">
name="q" <thead>
class="form-control form-control-sm rounded-end" <tr>
value="{{ request.GET.q }}" <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Name" %}</th>
placeholder="{% trans 'Search accounts...' %}" /> <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Account Number" %}</th>
{% if request.GET.q %} <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Type" %}</th>
<a href="{% url request.resolver_match.view_name %}" <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Action" %}</th>
class="btn btn-sm btn-outline-danger ms-1 rounded"> </tr>
<i class="bi bi-x-lg"></i> </thead>
</a> <tbody class="list">
{% endif %} {% for bank in bank_accounts %}
</div> <tr class="hover-actions-trigger btn-reveal-trigger position-static">
</form> <td class="align-middle product white-space-nowrap">{{ bank.name }}</td>
</div> <td class="align-middle product white-space-nowrap py-0">{{ bank.account_number }}</td>
<td class="align-middle product white-space-nowrap py-0">{{ bank.account_type|capfirst }}</td>
<td class="">
<a href="{% url 'bank_account_update' bank.pk %}"
class="btn btn-sm btn-phoenix-success">
{% trans "Update" %}
</a>
</td>
</tr>
{% empty %}
<tr>
<td colspan="6" class="text-center">{% trans "No Invoice Found" %}</td>
</tr>
{% endfor %}
</tbody>
</table>
</div>
<div class="d-flex justify-content-center">
</div> </div>
<!-- Bank Accounts Table -->
<div class="row g-3">
<div class="col-12">
<div class="card">
<div class="card-header bg-primary text-white">
<h5 class="mb-0">{% trans "Bank Accounts" %}</h5>
</div>
<div class="card-body p-0">
<table class="table table-hover table-sm mb-0">
<thead class="table-light">
<tr>
<th>{% trans "Name" %}</th>
<th>{% trans "Type" %}</th>
<th class="text-center">{% trans "Actions" %}</th>
</tr>
</thead>
<tbody>
{% for account in bank_accounts %}
<tr>
<td>{{ account.name }}</td>
<td>{{ account.cash_account }}</td>
<td class="text-center">
<a href="{% url 'bank_account_detail' account.pk %}"
class="btn btn-sm btn-success">
{% trans "view" %}
</a>
</td>
</tr>
{% empty %}
<tr>
<td colspan="5" class="text-center text-muted">
{% trans "No customers found." %}
</td>
</tr>
{% endfor %}
</tbody>
</table>
</div>
<!-- Pagination -->
{% if is_paginated %}
{% include 'partials/pagination.html' %}
{% endif %}
</div>
</div> </div>
</div> </div>
{% endblock %} {% endblock %}

43
templates/ledger/coa_accounts/account_list.html
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@ -177,6 +177,49 @@
</div> </div>
{% endif %} {% endif %}
</main> </main>
<div class="row mt-4 mx-4">
<div class="d-flex justify-content-between mb-2 p-6">
<span></span>
<h3 class="text-center">{% trans "Accounts" %}</h3>
<a href="{% url 'account_create' %}" class="btn btn-sm btn-success ">{% trans "Add Account" %}</a>
</div>
<div class="mx-n4 px-4 mx-lg-n6 px-lg-6 bg-body-emphasis pt-7 border-y">
<div class="table-responsive mx-n1 px-1 scrollbar">
<table class="table fs-9 mb-0 border-top border-translucent">
<thead>
<tr>
<th class="sort white-space-nowrap align-middle" scope="col">{% trans "Name" %}</th>
<th class="sort white-space-nowrap align-middle" scope="col">{% trans "Account Number" %}</th>
<th class="sort white-space-nowrap align-middle" scope="col">{% trans "Balance Type" %}</th>
<th class="sort white-space-nowrap align-middle" scope="col">{% trans "Active" %}</th>
<th class="sort white-space-nowrap align-middle" scope="col">{% trans "Action" %}</th>
</tr>
</thead>
<tbody class="list">
{% for account in accounts %}
<tr class="hover-actions-trigger btn-reveal-trigger position-static">
<td class="align-middle product white-space-nowrap">{{ account.name }}</td>
<td class="align-middle product white-space-nowrap py-0">{{ account.code }}</td>
<td class="align-middle product white-space-nowrap py-0">{{ account.balance_type|capfirst }}</td>
<td class="align-middle product white-space-nowrap py-0">{{ account.active }}</td>
<td class="">
<a href="{% url 'account_update' account.pk %}"
class="btn btn-sm btn-phoenix-success">
{% trans "Update" %}
</a>
</td>
</tr>
{% empty %}
<tr>
<td colspan="6" class="text-center">{% trans "No Invoice Found" %}</td>
</tr>
{% endfor %}
</tbody>
</table>
</div>
<div class="d-flex justify-content-center">
</div>
</div> </div>
</div> </div>
{% endblock %} {% endblock %}

2
templates/sales/estimates/estimate_form.html
View File

@ -38,7 +38,7 @@
<!-- Buttons --> <!-- Buttons -->
<div class="mt-5 text-center"> <div class="mt-5 text-center">
<button type="submit" class="btn btn-success me-2">{% trans "Save" %}</button> <button type="submit" class="btn btn-success me-2" {% if not items %}disabled{% endif %}>{% trans "Save" %}</button>
<a href="{% url 'estimate_list' %}" class="btn btn-secondary">{% trans "Cancel" %}</a> <a href="{% url 'estimate_list' %}" class="btn btn-secondary">{% trans "Cancel" %}</a>
</div> </div>
</form> </form>

85
templates/sales/invoices/invoice_detail.html
View File

@ -27,6 +27,31 @@
</div> </div>
</div> </div>
</div> </div>
</div>
<!-- ============================================-->
<div class="modal fade" id="mark_as_paid_Modal" tabindex="-1" aria-labelledby="confirmModalLabel" aria-hidden="true">
<div class="modal-dialog modal-sm">
<div class="modal-content">
<div class="modal-header bg-primary">
<h5 class="modal-title text-light" id="confirmModalLabel">{% trans 'Confirm' %}</h5>
<button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="Close"></button>
</div>
<div class="modal-body">
{% trans 'Are you sure' %}
<div class="modal-footer">
<button type="button"
class="btn btn-sm btn-danger"
data-bs-dismiss="modal">
{% trans 'No' %}
</button>
<form id="confirmForm" method="POST" action="{% url 'payment_mark_as_paid' invoice.pk %}" class="d-inline">
{% csrf_token %}
<button type="submit" class="btn btn-success btn-sm">{% trans "Yes" %}</button>
</form>
</div>
</div>
</div>
</div>
</div> </div>
<!-- ============================================--> <!-- ============================================-->
<!-- <section> begin ============================--> <!-- <section> begin ============================-->
@ -39,8 +64,11 @@
<button id="accept_invoice" class="btn btn-phoenix-secondary" data-bs-toggle="modal" data-bs-target="#confirmModal"><span class="d-none d-sm-inline-block">{% trans 'Accept' %}</span></button> <button id="accept_invoice" class="btn btn-phoenix-secondary" data-bs-toggle="modal" data-bs-target="#confirmModal"><span class="d-none d-sm-inline-block">{% trans 'Accept' %}</span></button>
{% endif %} {% endif %}
{% if invoice.invoice_status == 'approved' %} {% if invoice.invoice_status == 'approved' %}
<a href="{% url 'payment_create' invoice.pk %}" class="btn btn-phoenix-primary"><span class="d-none d-sm-inline-block">{% trans 'Record Payment' %}</span></a> <a href="{% url 'payment_create' invoice.pk %}" class="btn btn-phoenix-primary"><span class="d-none d-sm-inline-block">{% trans 'Record Payment' %}</span></a>
{% endif %} {% endif %}
{% if not invoice.is_paid %}
<button id="mark_invoice_as_paid" class="btn btn-phoenix-secondary" data-bs-toggle="modal" data-bs-target="#mark_as_paid_Modal"><span class="d-none d-sm-inline-block">{% trans 'Mark as Paid' %}</span></button>
{% endif %}
<a href="{% url 'invoice_preview' invoice.pk %}" class="btn btn-phoenix-primary"><span class="d-none d-sm-inline-block">{% trans 'Preview' %}</span></a> <a href="{% url 'invoice_preview' invoice.pk %}" class="btn btn-phoenix-primary"><span class="d-none d-sm-inline-block">{% trans 'Preview' %}</span></a>
</div> </div>
</div> </div>
@ -54,20 +82,63 @@
<div class="d-flex bg-success-subtle rounded flex-center me-3 mb-sm-3 mb-md-0 mb-xl-3 mb-xxl-0" style="width:32px; height:32px"><span class="text-success-dark" data-feather="dollar-sign" style="width:24px; height:24px"></span></div> <div class="d-flex bg-success-subtle rounded flex-center me-3 mb-sm-3 mb-md-0 mb-xl-3 mb-xxl-0" style="width:32px; height:32px"><span class="text-success-dark" data-feather="dollar-sign" style="width:24px; height:24px"></span></div>
<div> <div>
<p class="fw-bold mb-1">{% trans 'Paid Amount' %}</p> <p class="fw-bold mb-1">{% trans 'Paid Amount' %}</p>
<h4 class="fw-bolder text-nowrap">${{invoice.amount_paid}}</h4> <h4 class="fw-bolder text-nowrap {% if invoice.is_paid %}text-success{% endif %}">${{invoice.amount_paid}}</h4>
<h6 class="fw-bolder text-nowrap">Owned <span class="fw-semibold text-nowrap text-success">${{invoice.get_amount_open}}</span></h6> <h6 class="fw-bolder text-nowrap">Owned <span class="fw-semibold text-nowrap text-success">${{invoice.get_amount_open}}</span></h6>
<div class="progress" style="height:17px"> <div class="progress" style="height:17px">
<div class="progress-bar fw-semibold bg-{% if invoice.get_progress_percent < 100 %}secondary{% else %}success{% endif %} rounded-2" role="progressbar" style="width: {{invoice.get_progress_percent}}%"" aria-valuenow="{{invoice.get_progress_percent}}" aria-valuemin="0" aria-valuemax="100">{{invoice.get_progress_percent}}%</div> <div class="progress-bar fw-semibold bg-{% if invoice.get_progress_percent < 100 %}secondary{% else %}success{% endif %} rounded-2" role="progressbar" style="width: {{invoice.get_progress_percent}}%" aria-valuenow="{{invoice.get_progress_percent}}" aria-valuemin="0" aria-valuemax="100">{{invoice.get_progress_percent}}%</div>
</div> </div>
</div>
</div>
</div>
{% if 'net' in invoice.terms %}
<div class="col-sm-auto">
<div class="d-sm-block d-inline-flex d-md-flex flex-xl-column flex-xxl-row align-items-center align-items-xl-start align-items-xxl-center border-start-sm ps-sm-5 border-translucent">
<div class="d-flex bg-primary-subtle rounded flex-center me-3 mb-sm-3 mb-md-0 mb-xl-3 mb-xxl-0" style="width:32px; height:32px"><span class="text-primary-dark" data-feather="layout" style="width:24px; height:24px"></span></div>
<div>
<p class="fw-bold mb-1"></p>
<div class="fs-9 text-body-secondary fw-semibold mb-0 d-sm-block d-inline-flex d-md-flex flex-xl-column ">
<table>
<tr>
<td>{% trans 'Terms' %}:</td>
<td><span class="badge rounded bg-success">{{invoice.terms}}</span></td>
</tr>
<tr>
<td>{% trans 'Date Due' %}:</td>
<td><span class="badge rounded bg-success">{{invoice.date_due}}</span></td>
</tr>
<tr>
<td>{% trans 'Due in Days' %}:</td>
<td>
<span class="badge rounded bg-success">{{invoice.due_in_days}}</span>
</td>
</tr>
<tr>
<td>{% trans 'Is Past Due' %}:</td>
<td>
{% if invoice.is_past_due %}
<span class="badge rounded bg-danger">{% trans 'Yes' %}</span>
{% else %}
<span class="badge rounded bg-success">{% trans 'No' %}</span>
{% endif %}
</td>
</tr>
</table>
</div>
</div> </div>
</div> </div>
</div> </div>
{% endif %}
<div class="col-sm-auto"> <div class="col-sm-auto">
<div class="d-sm-block d-inline-flex d-md-flex flex-xl-column flex-xxl-row align-items-center align-items-xl-start align-items-xxl-center border-start-sm ps-sm-5 border-translucent"> <div class="d-sm-block d-inline-flex d-md-flex flex-xl-column flex-xxl-row align-items-center align-items-xl-start align-items-xxl-center border-start-sm ps-sm-5 border-translucent">
<div class="d-flex bg-primary-subtle rounded flex-center me-3 mb-sm-3 mb-md-0 mb-xl-3 mb-xxl-0" style="width:32px; height:32px"><span class="text-primary-dark" data-feather="layout" style="width:24px; height:24px"></span></div> <div class="d-flex bg-primary-subtle rounded flex-center me-3 mb-sm-3 mb-md-0 mb-xl-3 mb-xxl-0" style="width:32px; height:32px"><span class="text-primary-dark" data-feather="layout" style="width:24px; height:24px"></span></div>
<div> <div>
<p class="fw-bold mb-1">{% trans 'Due Amount' %}</p> <p class="fw-bold mb-1">{% trans 'Due Amount' %}</p>
<h4 class="fw-bolder text-nowrap">${{invoice.amount_due}} </h4> {% if invoice.is_paid %}
<s><h4 class="fw-bolder text-nowrap">${{invoice.amount_due}} </h4></s>
{% else %}
<h4 class="fw-bolder text-nowrap">${{invoice.amount_due}} </h4>
{% endif %}
</div> </div>
</div> </div>
</div> </div>
@ -75,7 +146,7 @@
</div> </div>
</div> </div>
<!-- <section> begin ============================--> <!-- <section> begin ============================-->
<div class="bg-body dark__bg-gray-1100 p-4 mb-4 rounded-2"> <div class="bg-body dark__bg-gray-1100 p-4 mb-4 rounded-2 text-body-tertiary">
<div class="row g-4"> <div class="row g-4">
<div class="col-12 col-lg-3"> <div class="col-12 col-lg-3">
<div class="row g-4 g-lg-2"> <div class="row g-4 g-lg-2">
@ -188,7 +259,7 @@
</div> </div>
</div> </div>
</div> </div>
</div> </div>
{% endblock %} {% endblock %}
{% block extra_js %} {% block extra_js %}

12
templates/sales/payments/payment_details.html
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@ -16,21 +16,21 @@
<th class="sort white-space-nowrap align-middle" scope="col">{% trans "Timestamp" %}</th> <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Timestamp" %}</th>
<th class="sort white-space-nowrap align-middle" scope="col">{% trans "Account Name" %}</th> <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Account Name" %}</th>
<th class="sort white-space-nowrap align-middle" scope="col">{% trans "Account Code" %}</th> <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Account Code" %}</th>
<th class="sort white-space-nowrap align-middle" scope="col">{% trans "Description" %}</th>
<th class="sort white-space-nowrap align-middle" scope="col">{% trans "Credit" %}</th>
<th class="sort white-space-nowrap align-middle" scope="col">{% trans "Debit" %}</th> <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Debit" %}</th>
<th class="sort white-space-nowrap align-middle" scope="col">{% trans "Credit" %}</th>
<th class="sort white-space-nowrap align-middle" scope="col">{% trans "Description" %}</th>
</thead> </thead>
<tbody class="list"> <tbody class="list">
{% for transaction in journal.transactionmodel_set.all %} {% for transaction in transactions %}
<tr class="hover-actions-trigger btn-reveal-trigger position-static"> <tr class="hover-actions-trigger btn-reveal-trigger position-static">
<td>{{ forloop.counter }}</td> <td>{{ forloop.counter }}</td>
<td class="align-middle product white-space-nowrap py-0">{{ transaction.created|date}}</td> <td class="align-middle product white-space-nowrap py-0">{{ transaction.created|date}}</td>
<td class="align-middle product white-space-nowrap">{{ transaction.account.name }}</td> <td class="align-middle product white-space-nowrap">{{ transaction.account.name }}</td>
<td class="align-middle product white-space-nowrap">{{ transaction.account.code }}</td> <td class="align-middle product white-space-nowrap">{{ transaction.account.code }}</td>
<td class="align-middle product white-space-nowrap">{{ transaction.description }}</td>
<td class="align-middle product white-space-nowrap">{% if transaction.tx_type == "credit" %}${{ transaction.amount }}{% endif %}</td>
<td class="align-middle product white-space-nowrap">{% if transaction.tx_type == "debit" %}${{ transaction.amount }}{% endif %}</td> <td class="align-middle product white-space-nowrap">{% if transaction.tx_type == "debit" %}${{ transaction.amount }}{% endif %}</td>
<td class="align-middle product white-space-nowrap">{% if transaction.tx_type == "credit" %}${{ transaction.amount }}{% endif %}</td>
<td class="align-middle product white-space-nowrap">{{ transaction.description }}</td>
</tr> </tr>
{% empty %} {% empty %}
<tr> <tr>

1
templates/sales/payments/payment_form.html
View File

@ -37,4 +37,3 @@
</div> </div>
</div> </div>
{% endblock content %} {% endblock content %}

6
templates/sales/payments/payment_list.html
View File

@ -5,8 +5,10 @@
{% block content %} {% block content %}
<div class="row mt-4"> <div class="row mt-4">
<a href="{% url 'payment_create' %}" class="btn btn-sm btn-success align-right">{% trans "Add Payment" %}</a> <div>
<h3 class="text-center">{% trans "Payments" %}</h3> <a href="{% url 'payment_create' %}" class="btn btn-sm btn-success ">{% trans "Add Payment" %}</a>
<h3 class="text-center">{% trans "Payments" %}</h3>
</div>
<div class="mx-n4 px-4 mx-lg-n6 px-lg-6 bg-body-emphasis pt-7 border-y"> <div class="mx-n4 px-4 mx-lg-n6 px-lg-6 bg-body-emphasis pt-7 border-y">
<div class="table-responsive mx-n1 px-1 scrollbar"> <div class="table-responsive mx-n1 px-1 scrollbar">