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update

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This commit is contained in:
Marwan Alwali 2025-02-08 11:50:06 +03:00
parent 48d70dc084
commit c4ea8db46e
22 changed files with 1631 additions and 1416 deletions
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inventory/admin.py
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@ -35,6 +35,7 @@ admin.site.register(models.Notification)
admin.site.register(models.Lead) admin.site.register(models.Lead)
admin.site.register(models.Activity) admin.site.register(models.Activity)
admin.site.register(models.Schedule) admin.site.register(models.Schedule)
admin.site.register(models.Notes)
@admin.register(models.CarMake) @admin.register(models.CarMake)
class CarMakeAdmin(admin.ModelAdmin): class CarMakeAdmin(admin.ModelAdmin):

2
inventory/forms.py
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@ -737,7 +737,7 @@ class EstimateModelCreateForm(EstimateModelCreateFormBase):
'customer': forms.Select(attrs={ 'customer': forms.Select(attrs={
'id': 'djl-customer-estimate-customer-input', 'id': 'djl-customer-estimate-customer-input',
'class': 'input', 'class': 'input',
'label': _('Customer MARWAN'), 'label': _('Customer'),
}), }),
'terms': forms.Select(attrs={ 'terms': forms.Select(attrs={
'id': 'djl-customer-estimate-terms-input', 'id': 'djl-customer-estimate-terms-input',

2
inventory/models.py
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@ -1224,7 +1224,7 @@ class Schedule(models.Model):
updated_at = models.DateTimeField(auto_now=True) updated_at = models.DateTimeField(auto_now=True)
def __str__(self): def __str__(self):
return f"Scheduled {self.purpose} with {self.customer.customer_name} on {self.scheduled_at}" return f"Scheduled {self.purpose} with {self.lead.full_name} on {self.scheduled_at}"
def schedule_past_date(self): def schedule_past_date(self):
if self.scheduled_at < timezone.now(): if self.scheduled_at < timezone.now():

2
inventory/signals.py
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@ -862,7 +862,7 @@ def create_activity_on_schedule_creation(sender, instance, created, **kwargs):
content_object=instance, content_object=instance,
activity_type='Schedule Created', activity_type='Schedule Created',
created_by=instance.scheduled_by.user, created_by=instance.scheduled_by.user,
notes=f"New schedule created for {instance.purpose} with {instance.customer.customer_name} on {instance.scheduled_at}." notes=f"New schedule created for {instance.purpose} with {instance.lead.full_name} on {instance.scheduled_at}."
) )

4
inventory/urls.py
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@ -93,8 +93,10 @@ urlpatterns = [
"crm/leads/<int:pk>/update/", views.LeadUpdateView.as_view(), name="lead_update" "crm/leads/<int:pk>/update/", views.LeadUpdateView.as_view(), name="lead_update"
), ),
path("crm/leads/<int:pk>/delete/", views.LeadDeleteView, name="lead_delete"), path("crm/leads/<int:pk>/delete/", views.LeadDeleteView, name="lead_delete"),
path("crm/leads/<int:pk>/add-note/", views.add_note_to_lead, name="add_note"),
path("crm/leads/<int:pk>/lead-convert/", views.lead_convert, name="lead_convert"), path("crm/leads/<int:pk>/lead-convert/", views.lead_convert, name="lead_convert"),
path("crm/leads/<int:pk>/add-note/", views.add_note_to_lead, name="add_note"),
path('crm/leads/<int:pk>/update-note/', views.update_note, name='update_note'),
path("crm/leads/<int:pk>/delete-note/", views.delete_note, name="delete_note"),
path( path(
"crm/leads/<int:pk>/add-activity/", "crm/leads/<int:pk>/add-activity/",
views.add_activity_to_lead, views.add_activity_to_lead,

44
inventory/views.py
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@ -2981,6 +2981,7 @@ def LeadDeleteView(request,pk):
return redirect("lead_list") return redirect("lead_list")
@login_required
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":
@ -2988,14 +2989,45 @@ def add_note_to_lead(request, pk):
if form.is_valid(): if form.is_valid():
note = form.save(commit=False) note = form.save(commit=False)
note.content_object = lead note.content_object = lead
note.created_by = request.user note.created_by = request.user
note.save() note.save()
return redirect("lead_detail", pk=pk) messages.success(request, "Note added successfully!")
return redirect("lead_detail", pk=lead.pk)
else: else:
form = forms.NoteForm() form = forms.NoteForm()
return render(request, "crm/add_note.html", {"form": form, "lead": lead}) return render(request, "crm/note_form.html", {"form": form, "lead": lead})
@login_required
def update_note(request, pk):
note = get_object_or_404(models.Notes, pk=pk, created_by=request.user)
lead_pk = note.content_object.pk
if request.method == "POST":
form = forms.NoteForm(request.POST, instance=note)
if form.is_valid():
updated_note = form.save(commit=False)
updated_note.content_object = note.content_object
updated_note.created_by = request.user
updated_note.save()
messages.success(request, "Note updated successfully!")
return redirect("lead_detail", pk=lead_pk)
else:
form = forms.NoteForm(instance=note)
return render(request, "crm/note_form.html", {"form": form, "note": note})
@login_required
def delete_note(request, pk):
note = get_object_or_404(models.Notes, pk=pk, created_by=request.user)
lead_pk = note.content_object.pk
note.delete()
messages.success(request, _("Note deleted successfully."))
return redirect("lead_detail", pk=lead_pk)
@login_required
def lead_convert(request, pk): def lead_convert(request, pk):
lead = get_object_or_404(models.Lead, pk=pk) lead = get_object_or_404(models.Lead, pk=pk)
dealer = get_user_type(request) dealer = get_user_type(request)
@ -3007,6 +3039,8 @@ def lead_convert(request, pk):
messages.success(request, "Lead converted to customer successfully!") messages.success(request, "Lead converted to customer successfully!")
return redirect("opportunity_create",pk=lead.pk) return redirect("opportunity_create",pk=lead.pk)
@login_required
def schedule_lead(request, pk): def schedule_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":
@ -3026,6 +3060,8 @@ def schedule_lead(request, pk):
form = forms.ScheduleForm() form = forms.ScheduleForm()
return render(request, "crm/leads/schedule_lead.html", {"lead": lead, "form": form}) return render(request, "crm/leads/schedule_lead.html", {"lead": lead, "form": form})
@login_required
def send_lead_email(request, pk): def send_lead_email(request, pk):
lead = get_object_or_404(models.Lead, pk=pk) lead = get_object_or_404(models.Lead, pk=pk)
dealer = get_user_type(request) dealer = get_user_type(request)
@ -3068,6 +3104,8 @@ def send_lead_email(request, pk):
{"lead": lead, "message": msg}, {"lead": lead, "message": msg},
) )
@login_required
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":

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templates/administration/manage_service.html
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@ -63,7 +63,7 @@
<!-- Down Payment Field --> <!-- Down Payment Field -->
<div class="form-floating mb-3"> <div class="form-floating mb-3">
{{ form.down_payment|add_class:"form-control form-control-sm" }} {{ form.down_payment|add_class:"form-control form-control-sm" }}
<label for="{{ form.down_payment.id_for_label }}">{{ _("Down Payment<")}}/label> <label for="{{ form.down_payment.id_for_label }}">{{ _("Down Payment")}}</label>
{% if form.down_payment.errors %} {% if form.down_payment.errors %}
<div class="alert alert-danger mt-2"> <div class="alert alert-danger mt-2">
{{ form.down_payment.errors }} {{ form.down_payment.errors }}

10
templates/crm/add_note.html
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@ -1,10 +0,0 @@
{% extends 'base.html' %}
{% load i18n static crispy_forms_filters %}
{% block content %}
<h1>Add Note to {{ lead.first_name }} {{ lead.last_name }}</h1>
<form method="post">
{% csrf_token %}
{{ form|crispy }}
<button class="btn btn-phoenix-primary" type="submit">Add Note</button>
</form>
{% endblock %}

191
templates/crm/leads/lead_detail.html
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@ -1,32 +1,32 @@
{% extends 'base.html' %} {% extends 'base.html' %}
{% load i18n static %} {% load i18n static %}
{% block content %} {% block content %}
<div class="row g-3">
<div class="col-12"> <div class="row g-3">
<div class="col-12">
<div class="row align-items-center justify-content-between g-3 mb-3"> <div class="row align-items-center justify-content-between g-3 mb-3">
<div class="col-12 col-md-auto"> <div class="col-12 col-md-auto">
<h2 class="mb-0">{{ _("Lead Details")}}</h2> <h4 class="mb-0">{{ _("Lead Details")}}</h4>
</div> </div>
<div class="col-12 col-md-auto"> <div class="col-12 col-md-auto">
<div class="d-flex"> <div class="d-flex">
<div class="flex-1 d-md-none"> <div class="flex-1 d-md-none">
<button class="btn px-3 btn-phoenix-secondary text-body-tertiary me-2"><span class="fa-solid fa-bars"></span></button> <button class="btn px-3 btn-phoenix-secondary text-body-tertiary me-2"><span class="fa-solid fa-bars"></span></button>
</div> </div>
</div> </div>
</div> </div>
</div> </div>
</div> </div>
</div> </div>
<div class="row g-0 g-md-4 g-xl-6"> <div class="row g-0 g-md-4 g-xl-6">
<div class="col-md-5 col-lg-5 col-xl-4"> <div class="col-md-5 col-lg-5 col-xl-4">
<div class="sticky-leads-sidebar"> <div class="sticky-leads-sidebar">
<div class="lead-details" data-breakpoint="md"> <div class="lead-details" data-breakpoint="md">
<div class="d-flex justify-content-between align-items-center mb-2 d-md-none"> <div class="d-flex justify-content-between align-items-center mb-2 d-md-none">
<h3 class="mb-0">{{ _("Lead Details")}}</h3> <h3 class="mb-0">{{ _("Lead Details")}}</h3>
<button class="btn p-0" ><span class="uil uil-times fs-7"></span></button> <button class="btn p-0" ><span class="uil uil-times fs-7"></span></button>
</div> </div>
<div class="card mb-3"> <div class="card mb-2">
<div class="card-body"> <div class="card-body">
<div class="row align-items-center g-3 text-center text-xxl-start"> <div class="row align-items-center g-3 text-center text-xxl-start">
<div class="col-6 col-sm-auto flex-1"> <div class="col-6 col-sm-auto flex-1">
@ -56,7 +56,7 @@
</div> </div>
</div> </div>
</div> </div>
<div class="card mb-3"> <div class="card mb-2">
<div class="card-body"> <div class="card-body">
<div class="row align-items-center g-3 text-center text-xxl-start"> <div class="row align-items-center g-3 text-center text-xxl-start">
<div class="col-6 col-sm-auto flex-1"> <div class="col-6 col-sm-auto flex-1">
@ -66,49 +66,51 @@
</div> </div>
</div> </div>
</div> </div>
<div class="card"> <div class="card mb-2">
<div class="card-body"> <div class="card-body">
<div class="mb-4"> <div class="mb-3">
<div class="d-flex align-items-center mb-1"><span class="me-2 uil uil-envelope-alt"> </span> <div class="d-flex align-items-center mb-1"><span class="me-2 uil uil-envelope-alt"> </span>
<h5 class="text-body-highlight mb-0">{{ _("Email") }}</h5> <h5 class="text-body-highlight mb-0">{{ _("Email") }}</h5>
</div><a href="{{ lead.email}}">{{ lead.email }}</a>
</div> </div>
<div class="mb-4"> <a href="{{ lead.email}}">{{ lead.email }}</a>
</div>
<div class="mb-3">
<div class="d-flex align-items-center mb-1"><span class="me-2 uil uil-phone"> </span> <div class="d-flex align-items-center mb-1"><span class="me-2 uil uil-phone"> </span>
<h5 class="text-body-highlight mb-0">{{ _("Phone") }}</h5> <h5 class="text-body-highlight mb-0">{{ _("Phone") }}</h5>
</div><a href="{{ lead.phone_number}}">{{ lead.phone_number}} </a>
</div> </div>
<div class="mb-4"> <a href="{{ lead.phone_number}}">{{ lead.phone_number}} </a>
</div>
<div class="mb-3">
<div class="d-flex align-items-center mb-1"><span class="me-2 uil uil-dollar-alt"></span> <div class="d-flex align-items-center mb-1"><span class="me-2 uil uil-dollar-alt"></span>
<h5 class="text-body-highlight mb-0">{{ _("Salary")}}</h5> <h5 class="text-body-highlight mb-0">{{ _("Salary")}}</h5>
</div> </div>
<p class="mb-0 text-body-secondary">{{lead.salary}} </p> <p class="mb-0 text-body-secondary">{{lead.salary}} </p>
</div> </div>
<div class="mb-4"> <div class="mb-3">
<div class="d-flex align-items-center mb-1"><span class="me-2 uil uil-clock"></span> <div class="d-flex align-items-center mb-1"><span class="me-2 uil uil-clock"></span>
<h5 class="text-body-highlight mb-0">{{ _("Created")}}</h5> <h5 class="text-body-highlight mb-0">{{ _("Created")}}</h5>
</div> </div>
<p class="mb-0 text-body-secondary">{{ lead.created|date }}</p> <p class="mb-0 text-body-secondary">{{ lead.created|date }}</p>
</div> </div>
<div class="mb-4"> <div class="mb-3">
<div class="d-flex align-items-center mb-1"><span class="me-2 uil uil-file-check-alt"></span> <div class="d-flex align-items-center mb-1"><span class="me-2 uil uil-file-check-alt"></span>
<h5 class="text-body-highlight mb-0">{{ _("Lead Source")}}</h5> <h5 class="text-body-highlight mb-0">{{ _("Lead Source")}}</h5>
</div> </div>
<p class="mb-0 text-body-secondary">{{ lead.source|upper }}</p> <p class="mb-0 text-body-secondary">{{ lead.source|upper }}</p>
</div> </div>
<div class="mb-4"> <div class="mb-3">
<div class="d-flex align-items-center mb-1"><span class="me-2 uil uil-file-check-alt"></span> <div class="d-flex align-items-center mb-1"><span class="me-2 uil uil-file-check-alt"></span>
<h5 class="text-body-highlight mb-0">{{ _("Lead Channel")}}</h5> <h5 class="text-body-highlight mb-0">{{ _("Lead Channel")}}</h5>
</div> </div>
<p class="mb-0 text-body-secondary">{{ lead.channel|upper }}</p> <p class="mb-0 text-body-secondary">{{ lead.channel|upper }}</p>
</div> </div>
<div class="mb-4"> <div class="mb-3">
<div class="d-flex align-items-center mb-1"><span class="me-2 uil uil-estate"></span> <div class="d-flex align-items-center mb-1"><span class="me-2 uil uil-estate"></span>
<h5 class="mb-0">{{ _("Address") }}</h5> <h5 class="mb-0">{{ _("Address") }}</h5>
</div> </div>
<p class="mb-0 text-body-secondary">{{ lead.address}}</p> <p class="mb-0 text-body-secondary">{{ lead.address}}</p>
</div> </div>
<div class="mb-4"> <div class="mb-3">
<div class="d-flex align-items-center mb-1"><span class="me-2 uil uil-map"></span> <div class="d-flex align-items-center mb-1"><span class="me-2 uil uil-map"></span>
<h5 class="mb-0 text-body-highlight">{{ _("City") }}</h5> <h5 class="mb-0 text-body-highlight">{{ _("City") }}</h5>
</div> </div>
@ -119,37 +121,70 @@
</div> </div>
<div class="d-lg-none top-0"></div> <div class="d-lg-none top-0"></div>
</div> </div>
</div> </div>
<div class="col-md-7 col-lg-7 col-xl-8"> <div class="col-md-7 col-lg-7 col-xl-8">
<ul class="nav nav-underline fs-9 deal-details scrollbar flex-nowrap w-100 pb-1 mb-6" id="myTab" role="tablist" style="overflow-y: hidden;"> <ul class="nav nav-underline fs-9 deal-details scrollbar flex-nowrap w-100 pb-1 mb-6" id="myTab" role="tablist" style="overflow-y: hidden;">
<li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link active" id="activity-tab" data-bs-toggle="tab" href="#tab-activity" role="tab" aria-controls="tab-activity" aria-selected="false" tabindex="-1"> <span class="fa-solid fa-chart-line me-2 tab-icon-color"></span>{{ _("Activity") }}</a></li> <li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link active" id="activity-tab" data-bs-toggle="tab" href="#tab-activity" role="tab" aria-controls="tab-activity" aria-selected="false" tabindex="-1"> <span class="fa-solid fa-chart-line me-2 tab-icon-color fs-8"></span>{{ _("Activity") }}</a></li>
<li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link" id="notes-tab" data-bs-toggle="tab" href="#tab-notes" role="tab" aria-controls="tab-notes" aria-selected="false" tabindex="-1"> <span class="fa-solid fa-clipboard me-2 tab-icon-color"></span>{{ _("Notes") }}</a></li> <li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link" id="notes-tab" data-bs-toggle="tab" href="#tab-notes" role="tab" aria-controls="tab-notes" aria-selected="false" tabindex="-1"> <span class="fa-solid fa-clipboard me-2 tab-icon-color fs-8"></span>{{ _("Notes") }}</a></li>
<li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link" id="emails-tab" data-bs-toggle="tab" href="#tab-emails" role="tab" aria-controls="tab-emails" aria-selected="true"> <span class="fa-solid fa-envelope me-2 tab-icon-color"></span>{{ _("Emails") }}</a></li> <li class="nav-item text-nowrap me-2" role="presentation"><a class="nav-link" id="emails-tab" data-bs-toggle="tab" href="#tab-emails" role="tab" aria-controls="tab-emails" aria-selected="true"> <span class="fa-solid fa-envelope me-2 tab-icon-color fs-8"></span>{{ _("Emails") }}</a></li>
</ul> </ul>
<div class="tab-content" id="myTabContent"> <div class="tab-content" id="myTabContent">
<div class="tab-pane fade active show" id="tab-activity" role="tabpanel" aria-labelledby="activity-tab"> <div class="tab-pane fade active show" id="tab-activity" role="tabpanel" aria-labelledby="activity-tab">
<div class="mb-1"> <div class="mb-1">
<h3 class="mb-4" id="scrollspyTask">{{ _("Activities") }} <span class="fw-light fs-7">({{ activities.count}})</span></h3> <h3 class="mb-4" id="scrollspyTask">{{ _("Activities") }} <span class="fw-light fs-7">({{ activities.count}})</span></h3>
</div> </div>
{% for activity in activities %}
<div class="row justify-content-between align-items-md-center hover-actions-trigger btn-reveal-trigger border-translucent py-3 gx-0 border-top"> <div class="row justify-content-between align-items-md-center hover-actions-trigger btn-reveal-trigger border-translucent py-3 gx-0 border-top">
<div class="col-12 col-lg-auto"> <div class="col-12 col-lg-auto">
<div class="d-flex ms-4 lh-1 align-items-center"> <div class="timeline-basic mb-9">
<p class="text-body-tertiary fs-9 ps-lg-3 fw-bold mb-md-0 mb-0">{{ activity.activity_type|capfirst }} </p> {% for activity in activities %}
<p class="text-body-tertiary fs-10 ps-lg-3 mb-md-0 mb-0"> {{ _("by") }}: {{ activity.created_by.staff.user.get_full_name }} </p> <div class="timeline-item">
<p class="text-body-tertiary fs-10 ps-lg-3 mb-md-0 mb-0"> {{ _("on") }}: {{ activity.created }} </p> <div class="row g-3">
<div class="col-auto">
<div class="timeline-item-bar position-relative">
<div class="icon-item icon-item-md rounded-7 border border-translucent">
{% if activity.activity_type == "call" %}
<span class="fa-solid fa-phone text-warning fs-8"></span>
{% elif activity.activity_type == "email" %}
<span class="fa-solid fa-envelope text-info-light fs-8"></span>
{% elif activity.activity_type == "visit" %}
<span class="fa-solid fa-users text-danger fs-8"></span>
{% elif activity.activity_type == "whatsapp" %}
<span class="fab fa-whatsapp text-success-dark fs-7"></span>
{% endif %}
</div>
{% if forloop.last %}
<span class=""></span>
{% else %}
<span class="timeline-bar border-end border-dashed"></span>
{% endif %}
</div>
</div>
<div class="col">
<div class="d-flex justify-content-between">
<div class="d-flex mb-2">
<h6 class="lh-sm mb-0 me-2 text-body-secondary timeline-item-title">{{ activity.activity_type|capfirst }}</h6>
</div>
<p class="text-body-quaternary fs-9 mb-0 text-nowrap timeline-time"><span class="fa-regular fa-clock me-1"></span>{{ activity.created }}</p>
</div>
<h6 class="fs-10 fw-normal mb-3">{{ _("by") }} <a class="fw-semibold" href="#!">{{ activity.created_by.staff.user.get_full_name }}</a></h6>
<p class="fs-9 text-body-secondary w-sm-60 mb-5">{{ activity.notes }}</p>
</div> </div>
</div> </div>
</div> </div>
{% endfor %} {% endfor %}
</div> </div>
</div>
</div>
</div>
<div class="tab-pane fade" id="tab-notes" role="tabpanel" aria-labelledby="notes-tab"> <div class="tab-pane fade" id="tab-notes" role="tabpanel" aria-labelledby="notes-tab">
<div class="mb-1"> <div class="mb-1">
<h3 class="mb-0">{{ _("Notes") }}</h3> <h3 class="mb-4" id="scrollspyNotes">{{ _("Notes") }}</h3>
</div> </div>
<div class="d-flex align-items-center justify-content-end"> <div class="d-flex align-items-center justify-content-start">
<a class="fw-bold fs-9 mb-4 text-end" href="{% url 'add_note' lead.pk %}"><span class="fas fa-plus me-1"></span>{{ _("Add Note")}}</a> <a id="addBtn" href="#" class="btn btn-sm btn-phoenix-primary mb-3" data-url="{% url 'add_note' lead.pk %}" data-bs-toggle="modal" data-bs-target="#noteModal" data-note-title="{{ _("Add") }}<i class='fa fa-plus-circle text-success ms-2'></i>">
<span class="fas fa-plus me-1"></span>
{% trans 'Add Note' %}
</a>
</div> </div>
<div class="border-top border-bottom border-translucent" id="leadDetailsTable"> <div class="border-top border-bottom border-translucent" id="leadDetailsTable">
<div class="table-responsive scrollbar mx-n1 px-1"> <div class="table-responsive scrollbar mx-n1 px-1">
@ -158,15 +193,32 @@
<tr> <tr>
<th class="align-middle pe-6 text-uppercase text-start" scope="col" style="width:40%;">{{ _("Note") }}</th> <th class="align-middle pe-6 text-uppercase text-start" scope="col" style="width:40%;">{{ _("Note") }}</th>
<th class="align-middle text-start text-uppercase" scope="col" style="width:20%;">{{ _("Created By")}}</th> <th class="align-middle text-start text-uppercase" scope="col" style="width:20%;">{{ _("Created By")}}</th>
<th class="align-middle text-start text-uppercase white-space-nowrap" scope="col" style="width:20%;"> <th class="align-middle text-start text-uppercase white-space-nowrap" scope="col" style="width:20%;">{{ _("Created On")}}</th>
{{ _("Created On")}}</th>
<th class="align-middle pe-0 text-end" scope="col" style="width:10%;"> </th> <th class="align-middle pe-0 text-end" scope="col" style="width:10%;"> </th>
</tr> </tr>
</thead> </thead>
<tbody class="list" id="lead-details-table-body"> <tbody class="list" id="lead-details-table-body">
{% for note in notes %} {% for note in notes %}
<div class="modal fade" id="deleteModal" data-bs-keyboard="false" tabindex="-1" aria-labelledby="deleteModalModal" aria-hidden="true">
<div class="modal-dialog modal-sm">
<div class="modal-content">
<div class="modal-header justify-content-between align-items-start gap-5 px-4 pt-4 pb-3 border-0">
<h4 class="mb-0 me-2 text-danger">{{ _("Delete")}}<i class="fas fa-exclamation-circle text-danger ms-2"></i></h4>
<button class="btn p-0 text-body-quaternary fs-6" data-bs-dismiss="modal" aria-label="Close"><span class="fas fa-times"></span></button>
</div>
<div class="modal-body p-4">
<p>{{ _("Are you sure you want to delete this note?") }}</p>
</div>
<div class="modal-footer flex justify-content-center border-top-0">
<a class="btn btn-sm btn-danger w-100" href="{% url 'delete_note' note.pk %}">
{{ _("Delete") }}
</a>
</div>
</div>
</div>
</div>
<tr class="hover-actions-trigger btn-reveal-trigger position-static"> <tr class="hover-actions-trigger btn-reveal-trigger position-static">
<td class="align-middle white-space-nowrap text-start fw-bold text-body-tertiary ps-1">{{note.note}}</td> <td class="align-middle text-start fw-bold text-body-tertiary ps-1">{{note.note}}</td>
{% if note.created_by.staff %} {% if note.created_by.staff %}
<td class="align-middle white-space-nowrap text-start white-space-nowrap">{{ note.created_by.staff.name }}</td> <td class="align-middle white-space-nowrap text-start white-space-nowrap">{{ note.created_by.staff.name }}</td>
{% else %} {% else %}
@ -174,14 +226,14 @@
{% endif %} {% endif %}
<td class="align-middle text-body-tertiary text-start white-space-nowrap">{{ note.created }}</td> <td class="align-middle text-body-tertiary text-start white-space-nowrap">{{ note.created }}</td>
<td class="align-middle text-end white-space-nowrap pe-0 action py-2"> <td class="align-middle text-end white-space-nowrap pe-0 action py-2">
<div class="btn-reveal-trigger position-static"> {% if note.created_by == request.user %}
<button class="btn btn-sm dropdown-toggle dropdown-caret-none transition-none btn-reveal" type="button" data-bs-toggle="dropdown" data-boundary="window" aria-haspopup="true" aria-expanded="false" data-bs-reference="parent"><span class="fas fa-ellipsis-h fs-10"></span></button> <a id="updateBtn" href="#" class="btn btn-sm btn-phoenix-primary me-2" data-url="{% url 'update_note' note.pk %}" data-bs-toggle="modal" data-bs-target="#noteModal" data-note-title="{{ _("Update") }}<i class='fas fa-pen-square text-primary ms-2'></i>">
<div class="dropdown-menu dropdown-menu-end py-2"> <i class="fas fa-pen"></i>
<a class="dropdown-item" href="">{{ _("View") }}</a> </a>
<div class="dropdown-divider"></div> <button class="btn btn-sm btn-phoenix-danger text-danger" type="button" data-bs-toggle="modal" data-bs-target="#deleteModal">
<a class="dropdown-item text-danger" href="">{{ _("Remove") }}</a> <i class="fa fa-trash"></i>
</div> </button>
</div> {% endif %}
</td> </td>
</tr> </tr>
{% endfor %} {% endfor %}
@ -190,10 +242,10 @@
</div> </div>
</div> </div>
</div> </div>
<div class="tab-pane fade" id="tab-emails" role="tabpanel" aria-labelledby="emails-tab"> <div class="tab-pane fade" id="tab-emails" role="tabpanel" aria-labelledby="emails-tab">
<div class="mb-8"> <div class="mb-1">
<h3 class="mb-2" id="scrollspyEmails">Emails</h3> <h3 class="mb-0" id="scrollspyEmails">{{ _("Emails") }}</h3>
</div>
<div> <div>
<div class="scrollbar"> <div class="scrollbar">
<ul class="nav nav-underline fs-9 flex-nowrap mb-1" id="emailTab" role="tablist"> <ul class="nav nav-underline fs-9 flex-nowrap mb-1" id="emailTab" role="tablist">
@ -202,7 +254,6 @@
<li class="nav-item me-3"><a class="nav-link text-nowrap border-0" id="schedule-tab" data-bs-toggle="tab" href="#tab-schedule" aria-controls="schedule-tab" role="tab" aria-selected="true">Scheduled (17)</a></li> <li class="nav-item me-3"><a class="nav-link text-nowrap border-0" id="schedule-tab" data-bs-toggle="tab" href="#tab-schedule" aria-controls="schedule-tab" role="tab" aria-selected="true">Scheduled (17)</a></li>
</ul> </ul>
</div> </div>
<div class="tab-content" id="profileTabContent"> <div class="tab-content" id="profileTabContent">
<div class="tab-pane fade show active" id="tab-mail" role="tabpanel" aria-labelledby="mail-tab"> <div class="tab-pane fade show active" id="tab-mail" role="tabpanel" aria-labelledby="mail-tab">
<div class="border-top border-bottom border-translucent" id="allEmailsTable" data-list='{"valueNames":["subject","sent","date","source","status"],"page":7,"pagination":true}'> <div class="border-top border-bottom border-translucent" id="allEmailsTable" data-list='{"valueNames":["subject","sent","date","source","status"],"page":7,"pagination":true}'>
@ -534,7 +585,47 @@
</div> </div>
</div> </div>
</div> </div>
</div>
</div>
<!-- add update Modal -->
<div class="modal fade" id="noteModal" tabindex="-1" aria-labelledby="noteModalLabel" aria-hidden="true">
<div class="modal-dialog modal-sm">
<div class="modal-content">
<div class="modal-header justify-content-between align-items-start gap-5 px-4 pt-4 pb-3 border-0">
<h4 class="modal-title" id="noteModalLabel">{% trans 'Notes' %}</h4>
<button class="btn p-0 text-body-quaternary fs-6" data-bs-dismiss="modal" aria-label="Close">
<span class="fas fa-times"></span>
</button>
</div>
<div class="modal-body">
<!-- Content will be loaded here via AJAX -->
</div> </div>
</div> </div>
</div> </div>
</div>
<script>
document.addEventListener("DOMContentLoaded", function () {
const noteModal = document.getElementById("noteModal");
const modalTitle = document.getElementById("noteModalLabel");
const modalBody = noteModal.querySelector(".modal-body");
noteModal.addEventListener("show.bs.modal", function (event) {
const button = event.relatedTarget;
const url = button.getAttribute("data-url");
const title = button.getAttribute("data-note-title");
fetch(url)
.then((response) => response.text())
.then((html) => {
modalBody.innerHTML = html;
modalTitle.innerHTML = title;
})
.catch((error) => {
modalBody.innerHTML = '<p class="text-danger">Error loading form. Please try again later.</p>';
console.error("Error loading form:", error);
});
});
});
</script>
{% endblock %} {% endblock %}

2
templates/crm/leads/schedule_lead.html
View File

@ -2,7 +2,7 @@
{% load i18n static crispy_forms_filters %} {% load i18n static crispy_forms_filters %}
{% block content %} {% block content %}
<h1>{% if object %}{{ _("Update") }}{% else %}{{ _("Create") }}{% endif %}</h1> <h3>{% if object %}{{ _("Update") }}{% else %}{{ _("Create") }}{% endif %}</h3>
<form method="post"> <form method="post">
{% csrf_token %} {% csrf_token %}
{{ form|crispy }} {{ form|crispy }}

17
templates/crm/note_form.html Normal file
View File

@ -0,0 +1,17 @@
{% load i18n static crispy_forms_filters %}
{% if form.instance.pk %}
<form method="post" action="{% url 'update_note' note.pk %}" enctype="multipart/form-data">
{% else %}
<form method="post" action="{% url 'add_note' lead.pk %}" enctype="multipart/form-data">
{% endif %}
{% csrf_token %}
{{ form|crispy }}
{% if form.instance.pk %}
<button type="submit" class="btn btn-sm btn-primary w-100">{{ _("Update") }}</button>
{% else %}
<button type="submit" class="btn btn-sm btn-success w-100">{{ _("Add") }}</button>
{% endif %}
</form>

14
templates/crm/opportunities/opportunity_list.html
View File

@ -8,7 +8,7 @@
<h2 class="mb-5">{{ _("Opportunities") }}</h2> <h2 class="mb-5">{{ _("Opportunities") }}</h2>
<div class="d-xl-flex justify-content-between"> <div class="d-xl-flex justify-content-between">
<div class="mb-3"> <div class="mb-3">
<a class="btn btn-primary me-4" href="{% url 'opportunity_create' %}"><span class="fas fa-plus me-2"></span>{{ _("Add Opportunity") }}</a> <a class="btn btn-sm btn-phoenix-primary me-4" href="{% url 'opportunity_create' %}"><span class="fas fa-plus me-2"></span>{{ _("Add Opportunity") }}</a>
</div> </div>
</div> </div>
</div> </div>
@ -104,16 +104,16 @@
<p class="fs-9 mb-1 fw-bold"> {{ _("Probability") }}: %</p> <p class="fs-9 mb-1 fw-bold"> {{ _("Probability") }}: %</p>
<div class="progress" style="height:16px"> <div class="progress" style="height:16px">
{% if opportunity.probability >= 25 and opportunity.probability < 49 %} {% if opportunity.probability >= 25 and opportunity.probability < 49 %}
<div class="progress-bar rounded-pill bg-danger" role="progressbar" style="width: {{ opportunity.probability }}%" aria-valuenow="{{ opportunity.probability }}" aria-valuemin="0" aria-valuemax="100"> <div class="progress-bar rounded-pill bg-danger-dark" role="progressbar" style="width: {{ opportunity.probability }}%" aria-valuenow="{{ opportunity.probability }}" aria-valuemin="0" aria-valuemax="100">
<span class="fw-bold fs-10 text-sm-end text-secondary me-1">{{ opportunity.probability }}</span> <span class="fw-bolder fs-9 text-sm-end me-1">{{ opportunity.probability }}</span>
</div> </div>
{% elif opportunity.probability >= 50 and opportunity.probability <= 74 %} {% elif opportunity.probability >= 50 and opportunity.probability <= 74 %}
<div class="progress-bar rounded-pill bg-warning" role="progressbar" style="width: {{ opportunity.probability }}%" aria-valuenow="{{ opportunity.probability }}" aria-valuemin="0" aria-valuemax="100"> <div class="progress-bar rounded-pill bg-warning-dark" role="progressbar" style="width: {{ opportunity.probability }}%" aria-valuenow="{{ opportunity.probability }}" aria-valuemin="0" aria-valuemax="100">
<span class="fw-bold fs-10 text-sm-end text-secondary me-1">{{ opportunity.probability }}</span> <span class="fw-bolder fs-9 text-sm-end me-1">{{ opportunity.probability }}</span>
</div> </div>
{% elif opportunity.probability >= 75 and opportunity.probability <= 100 %} {% elif opportunity.probability >= 75 and opportunity.probability <= 100 %}
<div class="progress-bar rounded-pill bg-success" role="progressbar" style="width: {{ opportunity.probability }}%" aria-valuenow="{{ opportunity.probability }}" aria-valuemin="0" aria-valuemax="100"> <div class="progress-bar rounded-pill bg-success-dark" role="progressbar" style="width: {{ opportunity.probability }}%" aria-valuenow="{{ opportunity.probability }}" aria-valuemin="0" aria-valuemax="100">
<span class="fw-bold fs-10 text-sm-end text-secondary me-1">{{ opportunity.probability }}</span> <span class="fw-bolder fs-9 text-sm-end me-1">{{ opportunity.probability }}</span>
</div> </div>
{% endif %} {% endif %}
</div> </div>

2
templates/customers/customer_list.html
View File

@ -11,7 +11,7 @@
<div class="col-auto"> <div class="col-auto">
<div class="d-md-flex justify-content-between"> <div class="d-md-flex justify-content-between">
<div> <div>
<a href="{% url 'customer_create' %}" class="btn btn-primary me-4"><span class="fas fa-plus me-2"></span>{{ _("Add Customer") }}</a> <a href="{% url 'customer_create' %}" class="btn btn-sm btn-phoenix-primary me-4"><span class="fas fa-plus me-2"></span>{{ _("Add Customer") }}</a>
</div> </div>
</div> </div>
</div> </div>

2
templates/inventory/car_detail.html
View File

@ -364,7 +364,7 @@
</div> </div>
<!-- Registration Modal --> <!-- Registration Modal -->
<div class="modal fade" id="registrationModal" tabindex="-1" aria-labelledby="cregistrationModalLabel" aria-hidden="true"> <div class="modal fade" id="registrationModal" tabindex="-1" aria-labelledby="registrationModalLabel" aria-hidden="true">
<div class="modal-dialog modal-sm"> <div class="modal-dialog modal-sm">
<div class="modal-content"> <div class="modal-content">
<div class="modal-header"> <div class="modal-header">

46
templates/inventory/car_form.html
View File

@ -17,38 +17,35 @@
{% csrf_token %} {% csrf_token %}
{% include 'partials/form_errors.html' %} {% include 'partials/form_errors.html' %}
<div class="d-flex flex-column min-vh-100"> <div class="d-flex flex-column min-vh-100">
<div class="d-flex flex-column flex-sm-grow-1 p-4"> <div class="d-flex flex-column flex-sm-grow-1 p-0">
<main class="d-grid gap-4 p-1">
<div class="row g-4"> <div class="row g-4">
<h3 class="mb-3">{% trans 'Add Car' %}</h3> <h3 class="mb-3">{% trans 'Add Car' %}</h3>
<!-- VIN --> <!-- VIN -->
<div class="col-lg-4 col-xl-6"> <div class="col-lg-4 col-xl-6">
<div class="card h-100"> <div class="card bg-body">
<div class="card-body"> <div class="card-body">
<div class="row">
<div>
<div class="form-floating"> <div class="form-floating">
<input type="text" <input type="text"
class="form-control" class="form-control form-control-sm"
id="{{ form.vin.id_for_label }}" name="{{ form.vin.html_name }}" required/> id="{{ form.vin.id_for_label }}" name="{{ form.vin.html_name }}" required/>
<label for="{{ form.vin.id_for_label }}">{% trans 'VIN' %}</label> <label for="{{ form.vin.id_for_label }}">{% trans 'VIN' %}</label>
</div> </div>
</div>
<div class="input-group input-group-sm my-2"> <div class="input-group input-group-sm my-2">
<button type="button" <button type="button"
class="btn btn-phoenix-warning fs-8 rounded-start" class="btn btn-warning rounded-start"
id="scan-vin-btn" id="scan-vin-btn"
data-bs-toggle="modal" data-bs-toggle="modal"
data-bs-target="#scannerModal"> data-bs-target="#scannerModal">
<span class="fas fa-camera"></span> <span class="fas fa-camera fs-9"></span>
</button> </button>
<button type="button" class="btn btn-sm btn-phoenix-primary rounded-end" id="decodeVinBtn"> <button type="button" class="btn btn-sm btn-primary rounded-end ms-1" id="decodeVinBtn">
{% trans 'Search' %} <span class="fas fa-search fs-9 fw-bolder"></span>
</button> </button>
</div> </div>
</div>
<div class="row my-3"> <div class="row mt-2">
<div class="col-6"> <div class="col-6">
<div class="form-floating"> <div class="form-floating">
<span class="text-success fw-bold" id="year-check"></span> <span class="text-success fw-bold" id="year-check"></span>
@ -70,7 +67,7 @@
</div> </div>
</div> </div>
</div> </div>
<div class="row my-3"> <div class="row mt-2">
<div class="col-6" id="make-row"> <div class="col-6" id="make-row">
<div class="form-floating"> <div class="form-floating">
<span class="text-success fw-bold" id="make-check"></span> <span class="text-success fw-bold" id="make-check"></span>
@ -89,7 +86,7 @@
</div> </div>
</div> </div>
</div> </div>
<div class="row my-3"> <div class="row mt-2">
<div class="col-6" id="model-row"> <div class="col-6" id="model-row">
<div class="form-floating"> <div class="form-floating">
<span class="text-success fw-bold" id="model-check"></span> <span class="text-success fw-bold" id="model-check"></span>
@ -122,14 +119,14 @@
</div> </div>
</div> </div>
</div> </div>
</div> </div>
<div class="row g-3"> <div class="row g-3">
<div class="col-lg-4 col-xl-6"> <div class="col-lg-4 col-xl-6">
<div class="row g-3"> <div class="row">
<!--Vendor Field--> <!--Vendor Field-->
<div class="col-lg-4 col-xl-4"> <div class="col-lg-4 col-xl-4">
<div class="card h-100"> <div class="card bg-body my-1">
<div class="card-body"> <div class="card-body">
<div class="form-floating"> <div class="form-floating">
{{ form.vendor|add_class:"form-select form-select-sm" }} {{ form.vendor|add_class:"form-select form-select-sm" }}
@ -142,7 +139,7 @@
</div> </div>
<!-- Stock Type Card --> <!-- Stock Type Card -->
<div class="col-lg-4 col-xl-4"> <div class="col-lg-4 col-xl-4">
<div class="card h-100"> <div class="card bg-body my-1">
<div class="card-body"> <div class="card-body">
<div class="form-floating"> <div class="form-floating">
{{ form.stock_type|add_class:"form-select form-select-sm" }} {{ form.stock_type|add_class:"form-select form-select-sm" }}
@ -155,7 +152,7 @@
</div> </div>
<!-- Mileage Card --> <!-- Mileage Card -->
<div class="col-lg-4 col-xl-4"> <div class="col-lg-4 col-xl-4">
<div class="card h-100"> <div class="card bg-body my-1">
<div class="card-body"> <div class="card-body">
<div class="form-floating"> <div class="form-floating">
{{ form.mileage|add_class:"form-control form-control-sm" }} {{ form.mileage|add_class:"form-control form-control-sm" }}
@ -167,7 +164,7 @@
<!-- Receiving Date Field --> <!-- Receiving Date Field -->
<div class="col-lg-4 col-xl-4"> <div class="col-lg-4 col-xl-4">
<div class="card h-100 border-1 rounded shadow"> <div class="card bg-body my-3">
<div class="card-body"> <div class="card-body">
<div class="form-floating"> <div class="form-floating">
{{ form.receiving_date|add_class:"form-control form-control-sm" }} {{ form.receiving_date|add_class:"form-control form-control-sm" }}
@ -182,7 +179,7 @@
<!-- Remarks Card --> <!-- Remarks Card -->
<div class="col-lg-4 col-xl-8"> <div class="col-lg-4 col-xl-8">
<div class="card h-100"> <div class="card bg-body my-3">
<div class="card-body"> <div class="card-body">
<div class="form-floating"> <div class="form-floating">
{{ form.remarks|add_class:"form-control form-control-sm" }} {{ form.remarks|add_class:"form-control form-control-sm" }}
@ -205,10 +202,10 @@
</div> </div>
</div> </div>
</div> </div>
</main>
</div> </div>
</div> </div>
</form>
<!--Specification Modal--> <!--Specification Modal-->
<div class="modal fade" <div class="modal fade"
@ -292,6 +289,7 @@
</div> </div>
</div> </div>
</div> </div>
</form>
</div> </div>
<script> <script>