additinal services, and estimate + invoice

This commit is contained in:
gitea 2025-01-08 16:05:38 +00:00
parent 7fe829b362
commit 9ccb432d19
15 changed files with 554 additions and 187 deletions

View File

@ -14,8 +14,8 @@ from inventory.models import (
)
# Set up Django environment
os.environ.setdefault("DJANGO_SETTINGS_MODULE", "your_project.settings")
django.setup()
# os.environ.setdefault("DJANGO_SETTINGS_MODULE", "your_project.settings")
# django.setup()
# Load the cleaned JSON data
with open("final_car_data.json", "r") as file:

View File

@ -190,7 +190,7 @@ class CarUpdateForm(forms.ModelForm, AddClassMixin):
class CarFinanceForm(AddClassMixin, forms.ModelForm):
additional_finances = forms.ModelMultipleChoiceField(
queryset=ItemModel.objects.filter(item_role=ItemModel.ITEM_ROLE_SERVICE),
queryset=AdditionalServices.objects.all(),
widget=forms.CheckboxSelectMultiple(attrs={"class": "form-check-input"}),
required=False,
)
@ -202,16 +202,15 @@ class CarFinanceForm(AddClassMixin, forms.ModelForm):
"profit_margin",
"vat_amount",
"total",
"vat_rate",
"additional_services",
]
def __init__(self, *args, **kwargs):
super().__init__(*args, **kwargs)
if self.instance.pk:
self.fields[
"additional_finances"
].initial = self.instance.additional_services.all()
# def __init__(self, *args, **kwargs):
# super().__init__(*args, **kwargs)
# if self.instance.pk:
# self.fields[
# "additional_finances"
# ].initial = self.instance.additional_services.all()
def save(self, commit=True):
instance = super().save()
@ -366,19 +365,7 @@ class CarSelectionTable(tables.Table):
template_name = "django_tables2/bootstrap4.html"
class WizardForm1(forms.Form):
username = forms.CharField(
widget=forms.TextInput(
attrs={
"class": "form-control",
"placeholder": "Username",
"required": "required",
}
),
error_messages={
"required": _("You must add a username."),
},
)
class WizardForm1(forms.Form):
email = forms.EmailField(
widget=forms.EmailInput(
attrs={

View File

@ -0,0 +1,26 @@
# Generated by Django 4.2.17 on 2025-01-08 08:42
from django.db import migrations, models
import django.db.models.deletion
class Migration(migrations.Migration):
dependencies = [
('django_ledger', '0017_alter_accountmodel_unique_together_and_more'),
('inventory', '0003_alter_caroptionvalue_is_base'),
]
operations = [
migrations.AddField(
model_name='additionalservices',
name='item',
field=models.OneToOneField(default='', on_delete=django.db.models.deletion.CASCADE, to='django_ledger.itemmodel', verbose_name='Item'),
preserve_default=False,
),
migrations.AlterField(
model_name='carfinance',
name='additional_services',
field=models.ManyToManyField(blank=True, related_name='additional_finances', to='inventory.additionalservices'),
),
]

View File

@ -0,0 +1,20 @@
# Generated by Django 4.2.17 on 2025-01-08 08:43
from django.db import migrations, models
import django.db.models.deletion
class Migration(migrations.Migration):
dependencies = [
('django_ledger', '0017_alter_accountmodel_unique_together_and_more'),
('inventory', '0004_additionalservices_item_and_more'),
]
operations = [
migrations.AlterField(
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'),
),
]

View File

@ -28,7 +28,7 @@ from django.utils.timezone import now
from .utilities.financials import get_financial_value, get_total, get_total_financials
from django.db.models import FloatField
from .mixins import LocalizedNameMixin
from django_ledger.models import EntityModel
from django_ledger.models import EntityModel,ItemModel
class DealerUserManager(UserManager):
@ -58,10 +58,7 @@ class VatRate(models.Model):
rate = models.DecimalField(max_digits=5, decimal_places=2, default=Decimal('0.15'))
is_active = models.BooleanField(default=True)
created_at = models.DateTimeField(auto_now_add=True)
@property
def vat_rate(self):
return self.rate / 100
def __str__(self):
return f"Rate: {self.rate}%"
@ -227,6 +224,7 @@ class AdditionalServices(models.Model, LocalizedNameMixin):
taxable = models.BooleanField(default=False, verbose_name=_("taxable"))
uom = models.CharField(max_length=10, choices=UnitOfMeasure.choices, verbose_name=_("Unit of Measurement"))
dealer = models.ForeignKey("Dealer", on_delete=models.CASCADE, verbose_name=_("Dealer"))
item = models.OneToOneField(ItemModel, on_delete=models.CASCADE, verbose_name=_("Item"),null=True, blank=True)
class Meta:
verbose_name = _("Additional Services")
@ -317,34 +315,6 @@ class Car(models.Model):
def get_car_group(self):
return f"{self.id_car_make.get_local_name} {self.id_car_model.get_local_name}"
# class CarData(models.Model):
# vin = models.CharField(max_length=17, unique=True, verbose_name=_("VIN"))
# make = models.CharField(max_length=255, verbose_name=_("Make"))
# make_ar = models.CharField(max_length=255, verbose_name=_("Make Arabic"))
# model = models.CharField(max_length=255, verbose_name=_("Model"))
# model_ar = models.CharField(max_length=255, verbose_name=_("Model Arabic"))
# year = models.IntegerField(verbose_name=_("Year"))
# series = models.CharField(max_length=255,verbose_name=_("Series"))
# trim = models.CharField(max_length=255,verbose_name=_("Trim"))
# specs = models.JsonField
# status = models.CharField(
# max_length=10,
# choices=CarStatusChoices,
# default=CarStatusChoices.AVAILABLE,
# verbose_name=_("Status")
# )
# stock_type = models.CharField(
# max_length=10,
# choices=CarStockTypeChoices,
# default=CarStockTypeChoices.NEW,
# verbose_name=_("Stock Type")
# )
# remarks = models.TextField(blank=True, null=True, verbose_name=_("Remarks"))
# mileage = models.IntegerField(blank=True, null=True, verbose_name=_("Mileage"))
# receiving_date = models.DateTimeField(verbose_name=_("Receiving Date"))
class CarReservation(models.Model):
car = models.ForeignKey('Car', on_delete=models.CASCADE, related_name='reservations', verbose_name=_("Car"))
reserved_by = models.ForeignKey(User, on_delete=models.CASCADE, related_name='reservations', verbose_name=_("Reserved By"))
@ -363,7 +333,7 @@ class CarReservation(models.Model):
# Car Finance Model
class CarFinance(models.Model):
additional_services = models.ManyToManyField(ItemModel, related_name="additional_finances",blank=True)
additional_services = models.ManyToManyField(AdditionalServices, related_name="additional_finances",blank=True)
car = models.OneToOneField(Car, on_delete=models.CASCADE, related_name='finances')
cost_price = models.DecimalField(max_digits=14, decimal_places=2, verbose_name=_("Cost Price"))
selling_price = models.DecimalField(max_digits=14, decimal_places=2, verbose_name=_("Selling Price"))
@ -371,19 +341,14 @@ class CarFinance(models.Model):
default=Decimal('0.00'))
@property
def total(self):
total = self.selling_price
if self.additional_services.count() != 0:
total_additional_services = sum(x.default_amount for x in self.additional_services.all())
total += total_additional_services
return total
def total(self):
if self.additional_services.count() > 0:
return self.selling_price + sum(x.price for x in self.additional_services.all())
return self.selling_price
@property
def total_discount(self):
if self.discount_amount != 0:
total = self.total - self.discount_amount
return total
if self.discount_amount > 0:
return self.total - self.discount_amount
return self.total
@property
@ -395,7 +360,7 @@ class CarFinance(models.Model):
def vat_amount(self):
vat = VatRate.objects.filter(is_active=True).first()
if vat:
return (self.total_discount * Decimal(vat.vat_rate)).quantize(Decimal('0.01'))
return (self.total_discount * Decimal(vat.rate)).quantize(Decimal('0.01'))
return Decimal('0.00')

View File

@ -25,7 +25,7 @@ def get_model(item,make):
r = item.split(" ")
for i in r:
if data:=make.carmodel_set.filter(name__iexact=i).first():
break
break
return data
def normalize_name(name):

View File

@ -3,7 +3,14 @@ from django.dispatch import receiver
from django.utils.translation import gettext_lazy as _
from django.contrib.auth import get_user_model
from django_ledger.io import roles
from django_ledger.models import EntityModel,AccountModel,ItemModel,ItemModelAbstract,UnitOfMeasureModel, VendorModel
from django_ledger.models import (
EntityModel,
AccountModel,
ItemModel,
ItemModelAbstract,
UnitOfMeasureModel,
VendorModel,
)
from . import models
from .models import OpportunityLog
@ -43,23 +50,24 @@ User = get_user_model()
# instance.save()
# check with marwan
@receiver(post_save, sender=models.Car)
@receiver(post_save, sender=models.Car)
def create_car_location(sender, instance, created, **kwargs):
"""
Signal to create or update the car's location when a car instance is saved.
"""
Signal to create or update the car's location when a car instance is saved.
"""
try:
if created:
if instance.dealer is None:
raise ValueError(f"Cannot create CarLocation for car {instance.vin}: dealer is missing.")
raise ValueError(
f"Cannot create CarLocation for car {instance.vin}: dealer is missing."
)
models.CarLocation.objects.create(
car=instance,
owner=instance.dealer,
showroom=instance.dealer,
description=f"Initial location set for car {instance.vin}."
description=f"Initial location set for car {instance.vin}.",
)
print("Car Location created")
except Exception as e:
@ -85,7 +93,6 @@ def create_car_location(sender, instance, created, **kwargs):
# Create Entity
@receiver(post_save, sender=models.Dealer)
def create_ledger_entity(sender, instance, created, **kwargs):
if created:
entity_name = instance.user.dealer.name
entity = EntityModel.create_entity(
@ -105,14 +112,11 @@ def create_ledger_entity(sender, instance, created, **kwargs):
# entity.populate_default_coa(activate_accounts=True, coa_model=coa)
print(f"Ledger entity created for Dealer: {instance.name}")
# Create unit of measures
entity.create_uom(name="Unit", unit_abbr="unit")
for u in models.UnitOfMeasure.choices:
entity.create_uom(name=u[1], unit_abbr=u[0])
# Create unit of measures
entity.create_uom(
name="Unit",
unit_abbr="unit")
# Create Cash Account
asset_ca_cash = entity.create_account(
coa_model=coa,
@ -157,6 +161,17 @@ def create_ledger_entity(sender, instance, created, **kwargs):
balance_type="credit",
active=True,
)
# add Bank
# asset_ca_accounts_payable = entity.create_account(
# coa_model=coa,
# code="2101",
# role=roles.LIABILITY_CL_ACC_PAYABLE,
# name=_("Accounts Payable"),
# balance_type="credit",
# active=True,
# )
asset_ca_accounts_payable.role_default = True
asset_ca_accounts_payable.save()
# Create Equity Account
@ -216,8 +231,8 @@ def create_ledger_entity(sender, instance, created, **kwargs):
balance_type="debit",
active=True,
)
#Create Deferred Revenue Account
entity.create_account(
# Create Deferred Revenue Account
unearned_account = entity.create_account(
coa_model=coa,
code="2060",
role=roles.LIABILITY_CL_DEFERRED_REVENUE,
@ -225,11 +240,13 @@ def create_ledger_entity(sender, instance, created, **kwargs):
balance_type="credit",
active=True,
)
unearned_account.role_default = True
unearned_account.save()
# Create Vendor
@receiver(post_save, sender=models.Vendor)
def create_ledger_vendor(sender, instance, created, **kwargs):
if created:
entity = EntityModel.objects.filter(name=instance.dealer.name).first()
@ -245,7 +262,7 @@ def create_ledger_vendor(sender, instance, created, **kwargs):
"additional_info": {
"arabic_name": instance.arabic_name,
"contact_person": instance.contact_person,
}
},
}
)
@ -256,7 +273,7 @@ def create_ledger_vendor(sender, instance, created, **kwargs):
def create_customer(sender, instance, created, **kwargs):
if created:
dealer = instance.dealer
entity = dealer.entity
entity = dealer.entity
name = f"{instance.first_name} {instance.middle_name} {instance.last_name}"
if entity:
entity.create_customer(
@ -281,29 +298,27 @@ def create_item_model(sender, instance, created, **kwargs):
name = instance.dealer.name
entity = EntityModel.objects.filter(name=name).first()
if created:
coa = entity.get_default_coa()
coa = entity.get_default_coa()
uom = entity.get_uom_all().get(name="Unit")
if not entity.get_items_all().filter(name=instance.vin).first():
entity.create_item_product(
name=f"{instance.vin}",
item_type=ItemModel.ITEM_TYPE_MATERIAL,
uom_model=uom,
coa_model=coa
coa_model=coa,
)
entity.create_item_inventory(
name=f"{instance.vin}",
item_type=ItemModel.ITEM_TYPE_MATERIAL,
uom_model=uom,
coa_model=coa
)
coa_model=coa,
)
# # update price - CarFinance
@receiver(post_save, sender=models.CarFinance)
def update_item_model_cost(sender, instance, created, **kwargs):
ItemModel.objects.filter(item_id=instance.car.vin).update(
inventory_received_value=instance.cost_price,
default_amount=instance.cost_price,
@ -311,7 +326,6 @@ def update_item_model_cost(sender, instance, created, **kwargs):
print(f"Inventory item updated with CarFinance data for Car: {instance.car}")
# @receiver(pre_save, sender=models.SaleQuotation)
# def update_quotation_status(sender, instance, **kwargs):
# if instance.valid_until and timezone.now() > instance.valid_until:
@ -333,13 +347,16 @@ def update_item_model_cost(sender, instance, created, **kwargs):
# quotation.status = 'pending'
# quotation.save()
@receiver(post_save, sender=models.Opportunity)
def notify_staff_on_deal_status_change(sender, instance, **kwargs):
if instance.pk:
previous = models.Opportunity.objects.get(pk=instance.pk)
if previous.deal_status != instance.deal_status:
message = f"Deal '{instance.deal_name}' status changed from {previous.deal_status} to {instance.deal_status}."
models.Notification.objects.create(staff=instance.created_by, message=message)
models.Notification.objects.create(
staff=instance.created_by, message=message
)
@receiver(post_save, sender=models.Opportunity)
@ -347,9 +364,9 @@ def log_opportunity_creation(sender, instance, created, **kwargs):
if created:
models.OpportunityLog.objects.create(
opportunity=instance,
action='create',
action="create",
user=instance.created_by,
details=f"Opportunity '{instance.deal_name}' was created."
details=f"Opportunity '{instance.deal_name}' was created.",
)
@ -360,16 +377,41 @@ def log_opportunity_update(sender, instance, **kwargs):
if previous.deal_status != instance.deal_status:
models.OpportunityLog.objects.create(
opportunity=instance,
action='status_change',
action="status_change",
user=instance.created_by,
old_status=previous.deal_status,
new_status=instance.deal_status,
details=f"Status changed from {previous.deal_status} to {instance.deal_status}."
details=f"Status changed from {previous.deal_status} to {instance.deal_status}.",
)
else:
models.OpportunityLog.objects.create(
opportunity=instance,
action='update',
action="update",
user=instance.created_by,
details=f"Opportunity '{instance.deal_name}' was updated."
)
details=f"Opportunity '{instance.deal_name}' was updated.",
)
@receiver(post_save, sender=models.AdditionalServices)
def create_item_service(sender, instance, created, **kwargs):
if created:
entity = instance.dealer.entity
uom = entity.get_uom_all().get(unit_abbr=instance.uom)
cogs = entity.get_all_accounts().get(role=roles.COGS)
# price = (float(instance.price) * float(vat.rate)) + float(instance.price) if instance.taxable else instance.price
service_model = ItemModel.objects.create(
name=instance.name,
uom=uom,
default_amount=instance.price,
entity=entity,
is_product_or_service=True,
sold_as_unit=True,
is_active=True,
item_role="service",
for_inventory=False,
cogs_account=cogs,
)
instance.item = service_model
instance.save()

View File

@ -97,5 +97,5 @@ def reserve_car(car,request):
def calculate_vat_amount(amount):
vat = models.VatRate.objects.filter(is_active=True).first()
if vat:
return ((amount * Decimal(vat.vat_rate)).quantize(Decimal('0.01')),vat.vat_rate)
return ((amount * Decimal(vat.rate)).quantize(Decimal('0.01')),vat.rate)
return amount

View File

@ -1,3 +1,4 @@
from decimal import Decimal
from django.core.paginator import Paginator
from django_ledger.models import (
EntityModel,
@ -118,7 +119,7 @@ def dealer_signup(request, *args, **kwargs):
wf1 = data.get("wizardValidationForm1")
wf2 = data.get("wizardValidationForm2")
wf3 = data.get("wizardValidationForm3")
username = wf1.get("username")
# username = wf1.get("username")
email = wf1.get("email")
password = wf1.get("password")
password_confirm = wf1.get("confirm_password")
@ -134,7 +135,8 @@ def dealer_signup(request, *args, **kwargs):
try:
with transaction.atomic():
user = User.objects.create(username=username, email=email)
# user = User.objects.create(username=username, email=email)
user = User.objects.create(username=email, email=email)
user.set_password(password)
user.save()
@ -147,7 +149,7 @@ def dealer_signup(request, *args, **kwargs):
phone_number=phone,
address=address,
)
user = authenticate(request, username=username, password=password)
user = authenticate(request, email=email, password=password)
if user is not None:
return JsonResponse(
{"message": "User created successfully."}, status=200
@ -544,6 +546,22 @@ class CarFinanceCreateView(LoginRequiredMixin, CreateView):
context["car"] = self.car
return context
def get_form(self, form_class=None):
form = super().get_form(form_class)
dealer = get_user_type(self.request.user.dealer)
form.fields[
"additional_finances"
].queryset = models.AdditionalServices.objects.filter(dealer=dealer)
return form
# def get_initial(self):
# initial = super().get_initial()
# instance = self.get_object()
# dealer = get_user_type(self.request.user.dealer)
# selected_items = instance.additional_services.filter(dealer=dealer)
# initial["additional_finances"] = selected_items
# return initial
class CarFinanceUpdateView(LoginRequiredMixin, SuccessMessageMixin, UpdateView):
model = models.CarFinance
@ -562,10 +580,19 @@ class CarFinanceUpdateView(LoginRequiredMixin, SuccessMessageMixin, UpdateView):
def get_initial(self):
initial = super().get_initial()
instance = self.get_object()
selected_items = instance.additional_services.all()
dealer = get_user_type(self.request.user.dealer)
selected_items = instance.additional_services.filter(dealer=dealer)
initial["additional_finances"] = selected_items
return initial
def get_form(self, form_class=None):
form = super().get_form(form_class)
dealer = get_user_type(self.request.user.dealer)
form.fields[
"additional_finances"
].queryset = models.AdditionalServices.objects.filter(dealer=dealer)
return form
class CarUpdateView(LoginRequiredMixin, SuccessMessageMixin, UpdateView):
model = models.Car
@ -1634,7 +1661,6 @@ def bank_account_delete(request, pk):
# Accounts
class AccountListView(LoginRequiredMixin, ListView):
model = AccountModel
template_name = "ledger/coa_accounts/account_list.html"
@ -1822,8 +1848,7 @@ def create_estimate(request):
"unit_cost": instance.finances.cost_price,
"unit_revenue": instance.finances.selling_price,
"quantity": float(quantities),
"total_amount": instance.finances.total_vat
* int(quantities),
"total_amount": instance.finances.total_vat * int(quantities),
}
}
@ -1879,13 +1904,22 @@ class EstimateDetailView(LoginRequiredMixin, DetailView):
def get_context_data(self, **kwargs):
estimate = kwargs.get("object")
vat = models.VatRate.objects.filter(is_active=True).first()
if estimate.get_itemtxs_data():
total = sum(
float(
models.Car.objects.get(
car_and_item_info = [
{
"car": models.Car.objects.get(vin=x.item_model.name),
"total": models.Car.objects.get(
vin=x.item_model.name
).finances.total
)
).finances.selling_price
* Decimal(x.ce_quantity),
"itemmodel": x,
}
for x in estimate.get_itemtxs_data()[0].all()
]
total = sum(
float(models.Car.objects.get(vin=x.item_model.name).finances.total)
* float(x.ce_quantity)
for x in estimate.get_itemtxs_data()[0].all()
)
@ -1895,14 +1929,26 @@ class EstimateDetailView(LoginRequiredMixin, DetailView):
).discount_amount
for i in estimate.get_itemtxs_data()[0].all()
)
vat = models.VatRate.objects.filter(is_active=True).first()
additional_services = []
for i in estimate.get_itemtxs_data()[0].all():
cf = models.CarFinance.objects.get(car__vin=i.item_model.name)
if cf.additional_services.exists():
additional_services.extend(
[
{"name": x.name, "price": x.price}
for x in cf.additional_services.all()
]
)
grand_total = float(total) - float(discount_amount)
vat_amount = round(float(grand_total) * float(vat.vat_rate), 2)
vat_amount = round(float(grand_total) * float(vat.rate), 2)
kwargs["vat_amount"] = vat_amount
kwargs["car_and_item_info"] = car_and_item_info
kwargs["total"] = grand_total + vat_amount
kwargs["discount_amount"] = discount_amount
kwargs["vat"] = vat.rate
kwargs["additional_services"] = additional_services
kwargs["invoice"] = (
InvoiceModel.objects.all().filter(ce_model=estimate).first()
)
@ -1930,14 +1976,51 @@ class EstimatePreviewView(LoginRequiredMixin, DetailView):
def get_context_data(self, **kwargs):
estimate = kwargs.get("object")
vat = models.VatRate.objects.filter(is_active=True).first()
if estimate.get_itemtxs_data():
car_and_item_info = [
{
"car": models.Car.objects.get(vin=x.item_model.name),
"total": models.Car.objects.get(
vin=x.item_model.name
).finances.selling_price
* Decimal(x.ce_quantity),
"itemmodel": x,
}
for x in estimate.get_itemtxs_data()[0].all()
]
total = sum(
x.ce_cost_estimate for x in estimate.get_itemtxs_data()[0].all()
float(models.Car.objects.get(vin=x.item_model.name).finances.total)
* float(x.ce_quantity)
for x in estimate.get_itemtxs_data()[0].all()
)
vat = models.VatRate.objects.filter(is_active=True).first()
kwargs["vat_amount"] = total * vat.vat_rate
kwargs["total"] = (total * vat.vat_rate) + total
discount_amount = sum(
models.CarFinance.objects.get(
car__vin=i.item_model.name
).discount_amount
for i in estimate.get_itemtxs_data()[0].all()
)
additional_services = []
for i in estimate.get_itemtxs_data()[0].all():
cf = models.CarFinance.objects.get(car__vin=i.item_model.name)
if cf.additional_services.exists():
additional_services.extend(
[
{"name": x.name, "price": x.price}
for x in cf.additional_services.all()
]
)
grand_total = float(total) - float(discount_amount)
vat_amount = round(float(grand_total) * float(vat.rate), 2)
kwargs["vat_amount"] = vat_amount
kwargs["total"] = grand_total + vat_amount
kwargs["vat"] = vat.rate
kwargs["car_and_item_info"] = car_and_item_info
kwargs["additional_services"] = additional_services
return super().get_context_data(**kwargs)
@ -1997,9 +2080,21 @@ class InvoiceDetailView(LoginRequiredMixin, DetailView):
vat = models.VatRate.objects.filter(is_active=True).first()
if invoice.get_itemtxs_data():
car_and_item_info = [
{
"car": models.Car.objects.get(vin=x.item_model.name),
"total": models.Car.objects.get(
vin=x.item_model.name
).finances.selling_price
* Decimal(x.quantity),
"itemmodel": x,
}
for x in invoice.get_itemtxs_data()[0].all()
]
total = sum(
float(x.ce_revenue_estimate) * float(x.ce_quantity)
for x in invoice.ce_model.get_itemtxs_data()[0].all()
float(models.Car.objects.get(vin=x.item_model.name).finances.total)
* float(x.quantity)
for x in invoice.get_itemtxs_data()[0].all()
)
discount_amount = sum(
models.CarFinance.objects.get(
@ -2007,15 +2102,28 @@ class InvoiceDetailView(LoginRequiredMixin, DetailView):
).discount_amount
for i in invoice.get_itemtxs_data()[0].all()
)
additional_services = []
for i in invoice.get_itemtxs_data()[0].all():
cf = models.CarFinance.objects.get(car__vin=i.item_model.name)
if cf.additional_services.exists():
additional_services.extend(
[
{"name": x.name, "price": x.price}
for x in cf.additional_services.all()
]
)
grand_total = float(total) - float(discount_amount)
vat_amount = round(float(grand_total) * float(vat.vat_rate), 2)
kwargs["vat_amount"] = vat_amount
vat_amount = round(float(grand_total) * float(vat.rate), 2)
kwargs["vat_amount"] = vat_amount
kwargs["total"] = grand_total + vat_amount
kwargs["discount_amount"] = discount_amount
kwargs["vat"] = vat.rate
kwargs["car_and_item_info"] = car_and_item_info
kwargs["additional_services"] = additional_services
kwargs["payments"] = JournalEntryModel.objects.filter(
ledger=invoice.ledger
).all()
@ -2124,15 +2232,51 @@ class InvoicePreviewView(LoginRequiredMixin, DetailView):
def get_context_data(self, **kwargs):
invoice = kwargs.get("object")
vat = models.VatRate.objects.filter(is_active=True).first()
if invoice.get_itemtxs_data():
car_and_item_info = [
{
"car": models.Car.objects.get(vin=x.item_model.name),
"total": models.Car.objects.get(
vin=x.item_model.name
).finances.selling_price
* Decimal(x.ce_quantity),
"itemmodel": x,
}
for x in invoice.ce_model.get_itemtxs_data()[0].all()
]
total = sum(
x.unit_cost * x.quantity for x in invoice.get_itemtxs_data()[0].all()
float(models.Car.objects.get(vin=x.item_model.name).finances.total)
* float(x.ce_quantity)
for x in invoice.ce_model.get_itemtxs_data()[0].all()
)
total = int(total)
vat = models.VatRate.objects.filter(is_active=True).first()
kwargs["vat_amount"] = total * vat.vat_rate
kwargs["total"] = (total * vat.vat_rate) + total
discount_amount = sum(
models.CarFinance.objects.get(
car__vin=i.item_model.name
).discount_amount
for i in invoice.ce_model.get_itemtxs_data()[0].all()
)
additional_services = []
for i in invoice.ce_model.get_itemtxs_data()[0].all():
cf = models.CarFinance.objects.get(car__vin=i.item_model.name)
if cf.additional_services.exists():
additional_services.extend(
[
{"name": x.name, "price": x.price}
for x in cf.additional_services.all()
]
)
grand_total = float(total) - float(discount_amount)
vat_amount = round(float(grand_total) * float(vat.rate), 2)
kwargs["vat_amount"] = vat_amount
kwargs["total"] = grand_total + vat_amount
kwargs["vat"] = vat.rate
kwargs["car_and_item_info"] = car_and_item_info
kwargs["additional_services"] = additional_services
return super().get_context_data(**kwargs)
@ -2383,19 +2527,22 @@ def fetch_notifications(request):
class ItemServiceCreateView(CreateView):
model = ItemModel
form_class = ServiceCreateForm
model = models.AdditionalServices
form_class = forms.AdditionalServiceForm
template_name = "items/service/service_create.html"
success_url = reverse_lazy("item_service_list")
def get_form_kwargs(self):
kwargs = super().get_form_kwargs()
kwargs["entity_slug"] = self.request.user.dealer.entity.slug
kwargs["user_model"] = self.request.user.dealer.entity.admin
return kwargs
# def get_form_kwargs(self):
# kwargs = super().get_form_kwargs()
# kwargs["entity_slug"] = self.request.user.dealer.entity.slug
# kwargs["user_model"] = self.request.user.dealer.entity.admin
# return kwargs
def form_valid(self, form):
form.instance.entity = self.request.user.dealer.entity
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)

154
scripts/loaddata.py Normal file
View File

@ -0,0 +1,154 @@
import json
from tqdm import tqdm
from inventory.models import (
CarMake, CarModel, CarSerie, CarTrim, CarEquipment,
CarSpecification, CarSpecificationValue, CarOption, CarOptionValue
)
def run():
with open("final_car_data.json", "r") as file:
data = json.load(file)
# Step 1: Insert CarMake
for item in tqdm(data["car_make"], desc="Inserting CarMake"):
CarMake.objects.update_or_create(
id_car_make=item["id_car_make"],
defaults={
"name": item["name"],
"arabic_name": item.get("arabic_name", ""),
"logo": item.get("Logo", ""),
"is_sa_import": item.get("is_sa_import", False),
}
)
# Step 2: Insert CarModel
for item in tqdm(data["car_model"], desc="Inserting CarModel"):
CarMake.objects.get(id_car_make=item["id_car_make"])
CarModel.objects.update_or_create(
id_car_model=item["id_car_model"],
defaults={
"id_car_make_id": item["id_car_make"],
"name": item["name"],
"arabic_name": item.get("arabic_name", ""),
}
)
# Step 3: Insert CarSerie
for item in tqdm(data["car_serie"], desc="Inserting CarSerie"):
CarModel.objects.get(id_car_model=item["id_car_model"])
CarSerie.objects.update_or_create(
id_car_serie=item["id_car_serie"],
defaults={
"id_car_model_id": item["id_car_model"],
"name": item["name"],
"arabic_name": item.get("arabic_name", ""),
"year_begin": item.get("year_begin"),
"year_end": item.get("year_end"),
"generation_name": item.get("generation_name", ""),
}
)
# Step 4: Insert CarTrim
for item in tqdm(data["car_trim"], desc="Inserting CarTrim"):
CarSerie.objects.get(id_car_serie=item["id_car_serie"])
CarTrim.objects.update_or_create(
id_car_trim=item["id_car_trim"],
defaults={
"id_car_serie_id": item["id_car_serie"],
"name": item["name"],
"arabic_name": item.get("arabic_name", ""),
"start_production_year": item["start_production_year"],
"end_production_year": item["end_production_year"],
}
)
# Step 5: Insert CarEquipment
for item in tqdm(data["car_equipment"], desc="Inserting CarEquipment"):
CarTrim.objects.get(id_car_trim=item["id_car_trim"])
CarEquipment.objects.update_or_create(
id_car_equipment=item["id_car_equipment"],
defaults={
"id_car_trim_id": item["id_car_trim"],
"name": item["name"],
"year_begin": item.get("year"),
}
)
# Step 6: Insert CarSpecification (Parent specifications first)
parent_specs = [item for item in data["car_specification"] if item["id_parent"] is None]
child_specs = [item for item in data["car_specification"] if item["id_parent"] is not None]
for item in tqdm(parent_specs, desc="Inserting Parent CarSpecifications"):
CarSpecification.objects.update_or_create(
id_car_specification=item["id_car_specification"],
defaults={
"name": item["name"],
"arabic_name": item.get("arabic_name", ""),
"id_parent_id": None
}
)
for item in tqdm(child_specs, desc="Inserting Child CarSpecifications"):
CarSpecification.objects.get(id_car_specification=item["id_parent"])
CarSpecification.objects.update_or_create(
id_car_specification=item["id_car_specification"],
defaults={
"name": item["name"],
"arabic_name": item.get("arabic_name", ""),
"id_parent_id": item["id_parent"]
}
)
# Step 7: Insert CarSpecificationValue
for item in tqdm(data["car_specification_value"], desc="Inserting CarSpecificationValue"):
CarTrim.objects.get(id_car_trim=item["id_car_trim"])
CarSpecification.objects.get(id_car_specification=item["id_car_specification"])
CarSpecificationValue.objects.update_or_create(
id_car_specification_value=item["id_car_specification_value"],
defaults={
"id_car_trim_id": item["id_car_trim"],
"id_car_specification_id": item["id_car_specification"],
"value": item["value"],
"unit": item.get("unit", ""),
}
)
# Step 8: Insert CarOption (Parent options first)
parent_options = [item for item in data["car_option"] if item["id_parent"] is None]
child_options = [item for item in data["car_option"] if item["id_parent"] is not None]
for item in tqdm(parent_options, desc="Inserting Parent CarOptions"):
CarOption.objects.update_or_create(
id_car_option=item["id_car_option"],
defaults={
"name": item["name"],
"arabic_name": item.get("arabic_name", ""),
"id_parent_id": None
}
)
for item in tqdm(child_options, desc="Inserting Child CarOptions"):
CarOption.objects.get(id_car_option=item["id_parent"])
CarOption.objects.update_or_create(
id_car_option=item["id_car_option"],
defaults={
"name": item["name"],
"arabic_name": item.get("arabic_name", ""),
"id_parent_id": item["id_parent"]
}
)
# Step 9: Insert CarOptionValue
for item in tqdm(data["car_option_value"], desc="Inserting CarOptionValue"):
CarEquipment.objects.get(id_car_equipment=item["id_car_equipment"])
CarOption.objects.get(id_car_option=item["id_car_option"])
CarOptionValue.objects.update_or_create(
id_car_option_value=item["id_car_option_value"],
defaults={
"id_car_option_id": item["id_car_option"],
"id_car_equipment_id": item["id_car_equipment"],
"is_base": item["is_base"],
}
)
print("Data population completed successfully.")

View File

@ -142,7 +142,7 @@
{% for service in car.finances.additional_services.all %}
<tr>
<td>{{service.name}}</td>
<td>{{ service.default_amount }}</td>
<td>{{ service.price }}</td>
</tr>
{% endfor %}
{% endif %}

View File

@ -126,30 +126,38 @@
</tr>
</thead>
<tbody>
{% for item in estimate.get_itemtxs_data.0 %}
{% for item in car_and_item_info %}
<tr>
<td class="">{{forloop.counter}}</td>
<td class="">{{item.item_model.name}}</td>
<td class="align-middle">{{item.ce_quantity}}</td>
<td class="align-middle ps-5">{{item.ce_unit_revenue_estimate}}</td>
<td class="align-middle text-body-tertiary fw-semibold">{{item.ce_revenue_estimate}}</td>
<td class="">{{item.car.id_car_model}}</td>
<td class="align-middle">{{item.itemmodel.ce_quantity}}</td>
<td class="align-middle ps-5">{{item.car.finances.selling_price}}</td>
<td class="align-middle text-body-tertiary fw-semibold">{{item.total}}</td>
</tr>
{% endfor %}
<tr class="bg-body-secondary total-sum">
<td class="align-middle ps-4 fw-bold text-body-highlight" colspan="4">{% trans "Vat" %} ({{vat}}%)</td>
<td class="align-middle text-start fw-bold">
<span id="grand-total">{{vat_amount}}</span>
<td class="align-middle ps-4 fw-semibold text-body-highlight" colspan="4">{% trans "Discount Amount" %}</td>
<td class="align-middle text-start fw-semibold">
<span id="grand-total">- {{discount_amount}}</span>
</td>
</tr>
<tr class="bg-body-secondary total-sum">
<td class="align-middle ps-4 fw-bold text-body-highlight" colspan="4">{% trans "Discount Amount" %}</td>
<td class="align-middle text-start fw-bold">
<span id="grand-total">{{discount_amount}}</span>
<td class="align-middle ps-4 fw-semibold text-body-highlight" colspan="4">{% trans "Vat" %} ({{vat}}%)</td>
<td class="align-middle text-start fw-semibold">
<span id="grand-total">+ {{vat_amount}}</span>
</td>
</tr>
<tr class="bg-body-secondary total-sum">
<td class="align-middle ps-4 fw-bold text-body-highlight" colspan="4">{% trans "Grand Total" %}</td>
<td class="align-middle text-start fw-bold">
<td class="align-middle ps-4 fw-semibold text-body-highlight" colspan="4">{% trans "Additional Services" %}</td>
<td class="align-middle text-start fw-semibold">
{% for service in additional_services %}
<small><span class="fw-semibold">+ {{service.name}} - {{service.price}}</span></small><br>
{% endfor %}
</td>
</tr>
<tr class="bg-body-secondary total-sum">
<td class="align-middle ps-4 fw-bolder text-body-highlight" colspan="4">{% trans "Grand Total" %}</td>
<td class="align-middle text-start fw-bolder">
<span id="grand-total">{{total}}</span>
</td>
</tr>

View File

@ -277,12 +277,12 @@
</tr>
</thead>
<tbody>
{% for item in estimate.get_itemtxs_data.0 %}
{% for item in car_and_item_info %}
<tr>
<td>{{ item.item_model.name }}</td>
<td class="text-center">{{ item.ce_quantity }}</td>
<td class="text-center">{{ item.ce_unit_cost_estimate }}</td>
<td class="highlight fw-semibold text-center">{{ item.ce_cost_estimate }}</td>
<td>{{ item.car.id_car_model }}</td>
<td class="text-center">{{ item.itemmodel.ce_quantity }}</td>
<td class="text-center">{{ item.car.finances.selling_price }}</td>
<td class="highlight fw-semibold text-center">{{ item.total }}</td>
</tr>
{% endfor %}
</tbody>
@ -292,7 +292,12 @@
<!-- Additional Charges (VAT and Services) -->
<div class="additional-charges">
<p><strong>{% trans "VAT" %} ({{vat}}%):</strong> <span class="highlight">${{vat_amount}}</span></p>
<p><strong>{% trans "Additional Services" %}:</strong> <span class="highlight">$50.00</span></p>
<p><strong>{% trans "Additional Services" %}:</strong>
<br>
{% for service in additional_services %}
<span class="highlight">{{service.name}} - ${{service.price}}</span><br>
{% endfor %}
</p>
</div>
<!-- Total -->

View File

@ -144,30 +144,38 @@
</tr>
</thead>
<tbody>
{% for item in invoice.ce_model.get_itemtxs_data.0 %}
{% for item in car_and_item_info %}
<tr>
<td class="">{{forloop.counter}}</td>
<td class="">{{item.item_model.name}}</td>
<td class="align-middle">{{item.ce_quantity}}</td>
<td class="align-middle ps-5">{{item.ce_unit_revenue_estimate}}</td>
<td class="align-middle text-body-tertiary fw-semibold">{{item.ce_revenue_estimate}}</td>
<td class="">{{item.car.id_car_model}}</td>
<td class="align-middle">{{item.itemmodel.quantity}}</td>
<td class="align-middle ps-5">{{item.car.finances.selling_price}}</td>
<td class="align-middle text-body-tertiary fw-semibold">{{item.total}}</td>
</tr>
{% endfor %}
<tr class="bg-body-secondary total-sum">
<td class="align-middle ps-4 fw-bold text-body-highlight" colspan="4">{% trans "VAT" %} ({{vat}}%)</td>
<td class="align-middle text-start fw-bold">
<span id="grand-total">{{vat_amount}}</span>
<td class="align-middle ps-4 fw-semibold text-body-highlight" colspan="4">{% trans "Discount Amount" %}</td>
<td class="align-middle text-start fw-semibold">
<span id="grand-total">- {{discount_amount}}</span>
</td>
</tr>
<tr class="bg-body-secondary total-sum">
<td class="align-middle ps-4 fw-bold text-body-highlight" colspan="4">{% trans "Discount Amount" %}</td>
<td class="align-middle text-start fw-bold">
<span id="grand-total">{{discount_amount}}</span>
<td class="align-middle ps-4 fw-semibold text-body-highlight" colspan="4">{% trans "VAT" %} ({{vat}}%)</td>
<td class="align-middle text-start fw-semibold">
<span id="grand-total">+ {{vat_amount}}</span>
</td>
</tr>
<tr class="bg-body-secondary total-sum">
<td class="align-middle ps-4 fw-bold text-body-highlight" colspan="4">{% trans "Grand Total" %}</td>
<td class="align-middle ps-4 fw-semibold text-body-highlight" colspan="4">{% trans "Additional Services" %}</td>
<td class="align-middle text-start fw-bold">
{% for service in additional_services %}
<small><span class="fw-bold">+ {{service.name}} - {{service.price}}</span></small><br>
{% endfor %}
</td>
</tr>
<tr class="bg-body-secondary total-sum">
<td class="align-middle ps-4 fw-bolder text-body-highlight" colspan="4">{% trans "Grand Total" %}</td>
<td class="align-middle text-start fw-bolder">
<span id="grand-total">{{total}}</span>
</td>
</tr>

View File

@ -196,12 +196,12 @@
</tr>
</thead>
<tbody>
{% for item in invoice.get_itemtxs_data.0 %}
{% for item in car_and_item_info %}
<tr>
<td>{{ item.item_model.name }}</td>
<td>{{ item.quantity }}</td>
<td>{{ item.unit_cost }}</td>
<td>{{ item.total_amount }}</td>
<td>{{ item.car.id_car_model }}</td>
<td>{{ item.itemmodel.ce_quantity }}</td>
<td>{{ item.car.finances.selling_price }}</td>
<td>{{ item.total }}</td>
</tr>
{% endfor %}
</tbody>
@ -211,7 +211,12 @@
<!-- Additional Charges (VAT and Services) -->
<div class="additional-charges">
<p><strong>VAT ({{vat}}%):</strong> <span class="highlight">${{vat_amount}}</span></p>
<p><strong>Additional Services:</strong> <span class="highlight">$50.00</span></p>
<p><strong>Additional Services:</strong>
<br>
{% for service in additional_services %}
<span class="highlight">{{service.name}} - ${{service.price}}</span><br>
{% endfor %}
</p>
</div>
<!-- Total -->