update

inventory/forms.py

@@ -23,10 +23,9 @@ from .models import (
     Payment,
     SaleQuotationCar,
     AdditionalServices,
-    Staff
+    Staff,
-
 )
-from django_ledger.models import ItemModel
+from django_ledger.models import ItemModel, InvoiceModel
 from django.forms import ModelMultipleChoiceField, ValidationError
 from django.utils.translation import gettext_lazy as _
 import django_tables2 as tables
@@ -35,40 +34,42 @@ from django.forms import formset_factory
 
 User = get_user_model()
 
+
 class AdditionalServiceForm(forms.ModelForm):
     class Meta:
         model = AdditionalServices
-        fields = ['name', 'price','description','taxable', 'uom']
+        fields = ["name", "price", "description", "taxable", "uom"]
 
 
-class PaymentForm(forms.ModelForm):
+# class PaymentForm(forms.ModelForm):
-    class Meta:
+#     invoice = forms.ModelChoiceField(queryset=InvoiceModel.objects.all(),label="Invoice", required=True)
-        model = Payment
+#     class Meta:
-        fields = ['amount','payment_method', 'reference_number']
+#         model = Payment
+#         fields = ['amount','payment_method', 'reference_number']
 
 
 class StaffForm(forms.ModelForm):
     email = forms.EmailField(
         required=True,
         label="Email",
-        widget=forms.EmailInput(attrs={"class": "form-control"})
+        widget=forms.EmailInput(attrs={"class": "form-control"}),
     )
 
     class Meta:
         model = Staff
-        fields = ['name', 'arabic_name', 'phone_number', 'staff_type']
+        fields = ["name", "arabic_name", "phone_number", "staff_type"]
 
     def __init__(self, *args, **kwargs):
-        user_instance = kwargs.get('instance')
+        user_instance = kwargs.get("instance")
         if user_instance and user_instance.user:
-            initial = kwargs.setdefault('initial', {})
+            initial = kwargs.setdefault("initial", {})
-            initial['email'] = user_instance.user.email
+            initial["email"] = user_instance.user.email
         super().__init__(*args, **kwargs)
 
     def save(self, commit=True):
         staff_instance = super().save(commit=False)
         user = staff_instance.user
-        user.email = self.cleaned_data['email']
+        user.email = self.cleaned_data["email"]
         if commit:
             user.save()
             staff_instance.save()
@@ -79,7 +80,15 @@ class StaffForm(forms.ModelForm):
 class DealerForm(forms.ModelForm):
     class Meta:
         model = Dealer
-        fields = ['name', 'arabic_name', 'crn', 'vrn', 'phone_number', 'address', 'logo']
+        fields = [
+            "name",
+            "arabic_name",
+            "crn",
+            "vrn",
+            "phone_number",
+            "address",
+            "logo",
+        ]
 
 
 # Customer Form
@@ -87,41 +96,57 @@ class CustomerForm(forms.ModelForm, AddClassMixin):
     class Meta:
         model = Customer
         fields = [
-            'first_name', 'middle_name', 'last_name', 'email',
+            "first_name",
-            'national_id', 'phone_number', 'address'
+            "middle_name",
+            "last_name",
+            "email",
+            "national_id",
+            "phone_number",
+            "address",
         ]
 
 
-class CarForm(forms.ModelForm, AddClassMixin, ):
+class CarForm(
+    forms.ModelForm,
+    AddClassMixin,
+):
     class Meta:
         model = Car
         fields = [
-            'vin', 'id_car_make', 'id_car_model',
+            "vin",
-            'year', 'id_car_serie', 'id_car_trim',
+            "id_car_make",
-            'stock_type', 'remarks', 'mileage', 'receiving_date', 'vendor'
+            "id_car_model",
+            "year",
+            "id_car_serie",
+            "id_car_trim",
+            "stock_type",
+            "remarks",
+            "mileage",
+            "receiving_date",
+            "vendor",
         ]
         widgets = {
-            'receiving_date': forms.DateTimeInput(attrs={'type': 'datetime-local'}),
+            "receiving_date": forms.DateTimeInput(attrs={"type": "datetime-local"}),
-            'remarks': forms.Textarea(attrs={'rows': 2}),
+            "remarks": forms.Textarea(attrs={"rows": 2}),
         }
 
     def __init__(self, *args, **kwargs):
-        dealer = kwargs.pop('dealer', None)
+        dealer = kwargs.pop("dealer", None)
         super().__init__(*args, **kwargs)
 
-        if 'id_car_make' in self.fields:
+        if "id_car_make" in self.fields:
-            queryset = self.fields['id_car_make'].queryset.filter(is_sa_import=True)
+            queryset = self.fields["id_car_make"].queryset.filter(is_sa_import=True)
-            self.fields['id_car_make'].choices = [
+            self.fields["id_car_make"].choices = [
                 (obj.id_car_make, obj.get_local_name()) for obj in queryset
             ]
-        if 'id_car_model' in self.fields:
+        if "id_car_model" in self.fields:
-            queryset = self.fields['id_car_model'].queryset
+            queryset = self.fields["id_car_model"].queryset
-            self.fields['id_car_model'].choices = [
+            self.fields["id_car_model"].choices = [
                 (obj.id_car_model, obj.get_local_name()) for obj in queryset
             ]
-        if 'vendor' in self.fields:
+        if "vendor" in self.fields:
-            queryset = self.fields['vendor'].queryset
+            queryset = self.fields["vendor"].queryset
-            self.fields['vendor'].choices = [
+            self.fields["vendor"].choices = [
                 (obj.pk, obj.get_local_name()) for obj in queryset
             ]
 
@@ -129,15 +154,22 @@ class CarForm(forms.ModelForm, AddClassMixin, ):
 class CarUpdateForm(forms.ModelForm, AddClassMixin):
     class Meta:
         model = Car
-        fields = ['vendor', 'status', 'stock_type', 'mileage', 'receiving_date', 'remarks']
+        fields = [
+            "vendor",
+            "status",
+            "stock_type",
+            "mileage",
+            "receiving_date",
+            "remarks",
+        ]
 
         widgets = {
-            'receiving_date': forms.DateTimeInput(attrs={'type': 'datetime-local'}),
+            "receiving_date": forms.DateTimeInput(attrs={"type": "datetime-local"}),
-            'remarks': forms.Textarea(attrs={'rows': 2}),
+            "remarks": forms.Textarea(attrs={"rows": 2}),
         }
 
     def __init__(self, *args, **kwargs):
-        dealer = kwargs.pop('dealer', None)
+        dealer = kwargs.pop("dealer", None)
         super().__init__(*args, **kwargs)
 
         # if dealer and 'branch' in self.fields:
@@ -146,89 +178,115 @@ class CarUpdateForm(forms.ModelForm, AddClassMixin):
         #         (branch.id, branch.get_local_name()) for branch in self.fields['branch'].queryset
         #     ]
 
-        if 'vendor' in self.fields:
+        if "vendor" in self.fields:
-            queryset = self.fields['vendor'].queryset
+            queryset = self.fields["vendor"].queryset
             if queryset:
-                self.fields['vendor'].choices = [
+                self.fields["vendor"].choices = [
                     (vendor.id, vendor.get_local_name()) for vendor in queryset
                 ]
 
 
 class CarFinanceForm(AddClassMixin, forms.ModelForm):
     additional_finances = forms.ModelMultipleChoiceField(
-    queryset=AdditionalServices.objects.all(),
+        queryset=AdditionalServices.objects.all(),
-    widget=forms.CheckboxSelectMultiple(attrs={'class': 'form-check-input'}),
+        widget=forms.CheckboxSelectMultiple(attrs={"class": "form-check-input"}),
-    required=False
+        required=False,
-)
+    )
+
     class Meta:
         model = CarFinance
-        exclude = ['car', 'additional_finances','profit_margin', 'vat_amount', 'total', 'vat_rate','additional_services']
+        exclude = [
+            "car",
+            "additional_finances",
+            "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()
+            self.fields[
+                "additional_finances"
+            ].initial = self.instance.additional_services.all()
+
     def save(self, commit=True):
         instance = super().save()
-        instance.additional_services.set(self.cleaned_data['additional_finances'])        
+        instance.additional_services.set(self.cleaned_data["additional_finances"])
         instance.save()
         return instance
 
+
 class CarLocationForm(forms.ModelForm):
     class Meta:
         model = CarLocation
-        fields = ['showroom', 'description']
+        fields = ["showroom", "description"]
         widgets = {
-            'description': forms.Textarea(attrs={'rows': 2, 'class': 'form-control'}),
+            "description": forms.Textarea(attrs={"rows": 2, "class": "form-control"}),
         }
 
 
 # Custom Card Form
 class CustomCardForm(forms.ModelForm):
     custom_date = forms.DateTimeField(
-        widget=forms.DateInput(attrs={'type': 'date'}),
+        widget=forms.DateInput(attrs={"type": "date"}),
         label=_("Custom Date"),
     )
 
     class Meta:
         model = CustomCard
-        fields = ['custom_number', 'custom_date']
+        fields = ["custom_number", "custom_date"]
 
 
 # Car Registration Form
 class CarRegistrationForm(forms.ModelForm):
     class Meta:
         model = CarRegistration
-        fields = [
+        fields = ["car", "plate_number", "text1", "text2", "text3", "registration_date"]
-            'car', 'plate_number', 'text1', 'text2', 'text3', 'registration_date'
-        ]
 
 
 class VendorForm(forms.ModelForm):
     class Meta:
         model = Vendor
-        fields = ['name', 'arabic_name', 'crn', 'vrn', 'email', 'phone_number', 'contact_person', 'address', 'logo' ]
+        fields = [
-
+            "name",
+            "arabic_name",
+            "crn",
+            "vrn",
+            "email",
+            "phone_number",
+            "contact_person",
+            "address",
+            "logo",
+        ]
 
 
 class CarColorsForm(forms.ModelForm):
     class Meta:
         model = CarColors
-        fields = ['exterior', 'interior']
+        fields = ["exterior", "interior"]
 
         def __init__(self, *args, **kwargs):
             super().__init__(*args, **kwargs)
 
-            self.fields['exterior'].queryset = ExteriorColors.objects.all()
+            self.fields["exterior"].queryset = ExteriorColors.objects.all()
-            self.fields['exterior'].widget = forms.RadioSelect(attrs={'class': 'form-check-input'})
+            self.fields["exterior"].widget = forms.RadioSelect(
-            self.fields['exterior'].choices = [
+                attrs={"class": "form-check-input"}
-                (color.id, f"{color.get_local_name}") for color in ExteriorColors.objects.all().order_by('-name')
+            )
+            self.fields["exterior"].choices = [
+                (color.id, f"{color.get_local_name}")
+                for color in ExteriorColors.objects.all().order_by("-name")
             ]
 
-            self.fields['interior'].queryset = InteriorColors.objects.all()
+            self.fields["interior"].queryset = InteriorColors.objects.all()
-            self.fields['interior'].widget = forms.RadioSelect(attrs={'class': 'form-check-input'})
+            self.fields["interior"].widget = forms.RadioSelect(
-            self.fields['interior'].choices = [
+                attrs={"class": "form-check-input"}
-                (color.id, f"{color.get_local_name}") for color in InteriorColors.objects.all().order_by('-name')
+            )
+            self.fields["interior"].choices = [
+                (color.id, f"{color.get_local_name}")
+                for color in InteriorColors.objects.all().order_by("-name")
             ]
 
     def clean(self):
@@ -237,7 +295,9 @@ class CarColorsForm(forms.ModelForm):
         interior = cleaned_data.get("interior")
 
         if not exterior or not interior:
-            raise forms.ValidationError(_("Both exterior and interior colors must be selected."))
+            raise forms.ValidationError(
+                _("Both exterior and interior colors must be selected.")
+            )
 
         return cleaned_data
 
@@ -246,17 +306,17 @@ class QuotationForm(forms.ModelForm):
     cars = ModelMultipleChoiceField(
         queryset=Car.objects.none(),  # Default empty queryset
         widget=forms.CheckboxSelectMultiple,
-        label="Select Cars"
+        label="Select Cars",
     )
 
     class Meta:
         model = SaleQuotation
-        fields = ['customer', 'cars', 'remarks']
+        fields = ["customer", "cars", "remarks"]
 
     def __init__(self, *args, **kwargs):
         super().__init__(*args, **kwargs)
 
-        self.fields['cars'].queryset = Car.objects.filter(
+        self.fields["cars"].queryset = Car.objects.filter(
             finances__isnull=False
         ).distinct()
 
@@ -265,22 +325,34 @@ class OrganizationForm(forms.ModelForm):
     class Meta:
         model = Organization
         fields = [
-            'name', 'arabic_name', 'crn', 'vrn',
+            "name",
-            'phone_number', 'address', 'logo',
+            "arabic_name",
+            "crn",
+            "vrn",
+            "phone_number",
+            "address",
+            "logo",
         ]
+
     def __init__(self, *args, **kwargs):
-        dealer = kwargs.pop('dealer', None)
+        dealer = kwargs.pop("dealer", None)
         super().__init__(*args, **kwargs)
 
+
 class RepresentativeForm(forms.ModelForm):
     class Meta:
         model = Representative
         fields = [
-            'name', 'arabic_name', 'id_number',
+            "name",
-            'phone_number', 'address', 'organization'
+            "arabic_name",
+            "id_number",
+            "phone_number",
+            "address",
+            "organization",
         ]
+
     def __init__(self, *args, **kwargs):
-        dealer = kwargs.pop('dealer', None)
+        dealer = kwargs.pop("dealer", None)
         super().__init__(*args, **kwargs)
 
 
@@ -289,132 +361,149 @@ class CarSelectionTable(tables.Table):
 
     class Meta:
         model = Car
-        fields = ['vin', 'year', 'id_car_make', 'id_car_model']
+        fields = ["vin", "year", "id_car_make", "id_car_model"]
         template_name = "django_tables2/bootstrap4.html"
 
 
 class WizardForm1(forms.Form):
-
     email = forms.EmailField(
-        widget=forms.EmailInput(attrs={
+        widget=forms.EmailInput(
-            'class': 'form-control',
+            attrs={
-            'placeholder': 'Email address',
+                "class": "form-control",
-            'required': 'required',
+                "placeholder": "Email address",
-        }),
+                "required": "required",
+            }
+        ),
         error_messages={
-            'required': _('You must add an email.'),
+            "required": _("You must add an email."),
-        }
+        },
     )
     password = forms.CharField(
-        widget=forms.PasswordInput(attrs={
+        widget=forms.PasswordInput(
-            'class': 'form-control',
+            attrs={
-            'placeholder': _('Password'),
+                "class": "form-control",
-            'required': 'required',
+                "placeholder": _("Password"),
-        }),
+                "required": "required",
+            }
+        ),
         error_messages={
-            'required': _('This field is required.'),
+            "required": _("This field is required."),
-        }
+        },
     )
     confirm_password = forms.CharField(
-        widget=forms.PasswordInput(attrs={
+        widget=forms.PasswordInput(
-            'class': 'form-control',
+            attrs={
-            'placeholder': _('Confirm Password'),
+                "class": "form-control",
-            'required': 'required',
+                "placeholder": _("Confirm Password"),
-        }),
+                "required": "required",
+            }
+        ),
         error_messages={
-            'required': _('This field is required.'),
+            "required": _("This field is required."),
-        }
+        },
     )
     terms = forms.BooleanField(
-
+        widget=forms.CheckboxInput(
-        widget=forms.CheckboxInput(attrs={
+            attrs={
-            'class': 'form-check-input',
+                "class": "form-check-input",
-            'required': 'required',
+                "required": "required",
-
+            }
-        }),
+        ),
         error_messages={
-            'required': _('You must accept the terms and privacy policy.'),
+            "required": _("You must accept the terms and privacy policy."),
-        }
+        },
     )
 
 
 class WizardForm2(forms.Form):
     name = forms.CharField(
-        widget=forms.TextInput(attrs={
+        widget=forms.TextInput(
-            'class': 'form-control',
+            attrs={
-            'placeholder': _('English Name'),
+                "class": "form-control",
-            'required': 'required',
+                "placeholder": _("English Name"),
-        }),
+                "required": "required",
+            }
+        ),
         error_messages={
-            'required': _('Please enter an English Name.'),
+            "required": _("Please enter an English Name."),
-        }
+        },
     )
     arabic_name = forms.CharField(
-        widget=forms.TextInput(attrs={
+        widget=forms.TextInput(
-            'class': 'form-control',
+            attrs={
-            'placeholder': _('Arabic Name'),
+                "class": "form-control",
-            'required': 'required',
+                "placeholder": _("Arabic Name"),
-        }),
+                "required": "required",
+            }
+        ),
         error_messages={
-            'required': _('Please enter an Arabic name.'),
+            "required": _("Please enter an Arabic name."),
-        }
+        },
     )
     phone_number = PhoneNumberField(
         min_length=10,
         max_length=10,
-        widget=forms.TextInput(attrs={
+        widget=forms.TextInput(
-            'class': 'form-control',
+            attrs={
-            'placeholder': _('Phone'),
+                "class": "form-control",
-            'required': 'required',
+                "placeholder": _("Phone"),
-        }),
+                "required": "required",
-        region='SA',
+            }
+        ),
+        region="SA",
         error_messages={
-            'required': _('This field is required.'),
+            "required": _("This field is required."),
-            'invalid': _('Phone number must be in the format 05xxxxxxxx'),
+            "invalid": _("Phone number must be in the format 05xxxxxxxx"),
-        }
+        },
     )
 
 
 class WizardForm3(forms.Form):
     # CRN field with max length of 10
     crn = forms.CharField(
-        widget=forms.TextInput(attrs={
+        widget=forms.TextInput(
-            'class': 'form-control',
+            attrs={
-            'placeholder': _("Commercial Registration Number"),
+                "class": "form-control",
-            'required': 'required',
+                "placeholder": _("Commercial Registration Number"),
-            'maxlength': '10',
+                "required": "required",
-        }),
+                "maxlength": "10",
+            }
+        ),
         max_length=10,
         error_messages={
-            'required': 'This field is required.',
+            "required": "This field is required.",
-            'max_length': 'Commercial Registration Number must be 10 characters.',
+            "max_length": "Commercial Registration Number must be 10 characters.",
-        }
+        },
     )
 
     # VRN field with max length of 15
     vrn = forms.CharField(
-        widget=forms.TextInput(attrs={
+        widget=forms.TextInput(
-            'class': 'form-control',
+            attrs={
-            'placeholder': _("VAT Registration Number"),
+                "class": "form-control",
-            'required': 'required',
+                "placeholder": _("VAT Registration Number"),
-            'maxlength': '15',
+                "required": "required",
-        }),
+                "maxlength": "15",
+            }
+        ),
         max_length=15,  #
         error_messages={
-            'required': _('This field is required.'),
+            "required": _("This field is required."),
-            'max_length': _('VAT Registration Number must be 15 characters.'),
+            "max_length": _("VAT Registration Number must be 15 characters."),
-        }
+        },
     )
 
     address = forms.CharField(
-        widget=forms.Textarea(attrs={
+        widget=forms.Textarea(
-            'class': 'form-control',
+            attrs={
-            'rows': '3',
+                "class": "form-control",
-            'required': 'required',
+                "rows": "3",
-        }),
+                "required": "required",
+            }
+        ),
         error_messages={
-            'required': _('This field is required.'),
+            "required": _("This field is required."),
-        }
+        },
     )
 
     def clean(self):
@@ -429,8 +518,38 @@ class WizardForm3(forms.Form):
 
 
 class ItemForm(forms.Form):
-    item = forms.ModelChoiceField(queryset=ItemModel.objects.all(),label="Item", required=True)
+    item = forms.ModelChoiceField(
+        queryset=ItemModel.objects.all(), label="Item", required=True
+    )
     quantity = forms.DecimalField(label="Quantity", required=True)
     unit = forms.DecimalField(label="Unit", required=True)
     unit_cost = forms.DecimalField(label="Unit Cost", required=True)
     unit_sales_price = forms.DecimalField(label="Unit Sales Price", required=True)
+
+
+class PaymentForm(forms.Form):
+    invoice = forms.ModelChoiceField(
+        queryset=InvoiceModel.objects.all(), label="Invoice", required=True
+    )
+    amount = forms.DecimalField(label="Amount", required=True)
+    payment_method = forms.ChoiceField(
+        choices=[
+            ("cash", _("cash")),
+            ("credit", _("credit")),
+            ("transfer", _("transfer")),
+            ("debit", _("debit")),
+            ("SADAD", _("SADAD")),
+        ],
+        label="Payment Method",
+        required=True,
+    )
+    payment_date = forms.DateField(label="Payment Date", required=True)
+    
+    
+    from django import forms
+
+class EmailForm(forms.Form):
+    subject = forms.CharField(max_length=255)
+    message = forms.CharField(widget=forms.Textarea)
+    from_email = forms.EmailField()
+    to_email = forms.EmailField()

inventory/urls.py

@@ -126,15 +126,27 @@ urlpatterns = [
     path('sales/estimates/create/', views.create_estimate, name='estimate_create'),
     path('sales/estimates/<uuid:pk>/estimate_mark_as/', views.estimate_mark_as, name='estimate_mark_as'),
     path('sales/estimates/<uuid:pk>/preview/', views.EstimatePreviewView.as_view(), name='estimate_preview'),
-    path('send_email/<uuid:pk>', views.send_email, name='send_email'),
+    path('send_email/<uuid:pk>/', views.send_email_view, name='send_email'),
     # Invoice
     path('sales/invoices/', views.InvoiceListView.as_view(), name='invoice_list'),
+    path('sales/invoices/<uuid:pk>/create/', views.invoice_create, name='invoice_create'),
     path('sales/invoices/<uuid:pk>/', views.InvoiceDetailView.as_view(), name='invoice_detail'),
     path('sales/invoices/<uuid:pk>/preview/', views.InvoicePreviewView.as_view(), name='invoice_preview'),
-#     path('sales/estimates/create/', views.create_estimate, name='estimate_create'),
     path('sales/invoices/<uuid:pk>/invoice_mark_as/', views.invoice_mark_as, name='invoice_mark_as'),
-#     path('sales/estimates/<uuid:pk>/preview/', views.EstimatePreviewView.as_view(), name='estimate_preview'),
+     # path('sales/estimates/<uuid:pk>/preview/', views.EstimatePreviewView.as_view(), name='estimate_preview'),
-#     path('send_email/<uuid:pk>', views.send_email, name='send_email'),
+     # path('send_email/<uuid:pk>', views.send_email, name='send_email'),
+     
+     #Payment
+     path('sales/payments/', views.PaymentListView, name='payment_list'),
+     path('sales/payments/<uuid:pk>/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>/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>/preview/', views.JournalEntryPreviewView.as_view(), name='payment_preview'),
+     # # Journal
+     # path('sales/journal/<uuid:pk>/create/', views.JournalEntryCreateView.as_view(), name='journal_create'),
+
 ]
 
 

inventory/utils.py

@@ -1,7 +1,8 @@
 import requests
-from django.conf import settings
-from django.utils.translation import gettext_lazy as _
 from inventory import models
+from django.conf import settings
+from django.core.mail import send_mail
+from django.utils.translation import gettext_lazy as _
 from inventory.utilities.financials import get_financial_value
 
 
@@ -49,3 +50,11 @@ def get_calculations(quotation):
         context["total_vat"] += k["vated"]
     context["total_cost_vat"] = float(context["total_cost"])+float(context["total_vat"])
     return context
+
+
+def send_email(from_, to_, subject, message):
+    subject = subject
+    message = message
+    from_email = from_
+    recipient_list = [to_]
+    send_mail(subject, message, from_email, recipient_list)

inventory/views.py

@@ -1,10 +1,12 @@
-from django.core.mail import send_mail
+
 from django.core.paginator import Paginator
 from django.views.decorators.csrf import csrf_exempt
-from django_ledger.models import EntityModel, InvoiceModel,BankAccountModel,AccountModel,JournalEntryModel,TransactionModel,EstimateModel,CustomerModel
+from django_ledger.models import EntityModel, InvoiceModel,BankAccountModel,AccountModel,JournalEntryModel,TransactionModel,EstimateModel,CustomerModel,LedgerModel
 from django_ledger.forms.bank_account import BankAccountCreateForm,BankAccountUpdateForm
 from django_ledger.forms.account import AccountModelCreateForm,AccountModelUpdateForm
 from django_ledger.forms.estimate import EstimateModelCreateForm
+from django_ledger.forms.invoice import InvoiceModelCreateForm
+from django_ledger.forms.journal_entry import JournalEntryModelCreateForm
 from django_ledger.io import roles
 from django.contrib.admin.models import LogEntry
 import logging
@@ -48,7 +50,7 @@ from . import models, forms
 from django.contrib.auth.mixins import PermissionRequiredMixin
 from django.contrib.messages.views import SuccessMessageMixin
 from django.contrib.auth.models import Group
-from .utils import get_calculations
+from .utils import get_calculations,send_email
 from django.contrib.auth.models import User
 from allauth.account import views
 from django.db.models import Count, F, Value
@@ -1581,41 +1583,41 @@ def account_delete(request, pk):
         return redirect("account_list")
     return render(request, "ledger/coa_accounts/account_delete.html", {"account": account})
 
-#Estimates
 
+#Estimates
 class EstimateListView(LoginRequiredMixin, ListView):
     model = EstimateModel
     template_name = "sales/estimates/estimate_list.html"
     context_object_name = "estimates"
     
-class EstimateCreateView(LoginRequiredMixin, SuccessMessageMixin, CreateView):
+# class EstimateCreateView(LoginRequiredMixin, SuccessMessageMixin, CreateView):
-    model = EstimateModel
+#     model = EstimateModel
-    form_class = EstimateModelCreateForm
+#     form_class = EstimateModelCreateForm
-    template_name = "sales/estimates/estimate_form.html"
+#     template_name = "sales/estimates/estimate_form.html"
-    success_url = reverse_lazy("estimate_list")
+#     success_url = reverse_lazy("estimate_list")
-    success_message = "Estimate created successfully."
+#     success_message = "Estimate created successfully."
     
-    def get_form_kwargs(self):
+#     def get_form_kwargs(self):
-        """
+#         """
-        Override this method to pass additional keyword arguments to the form.
+#         Override this method to pass additional keyword arguments to the form.
-        """
+#         """
-        entity = self.request.user.dealer.entity
+#         entity = self.request.user.dealer.entity
-        kwargs = super().get_form_kwargs()
+#         kwargs = super().get_form_kwargs()
-        kwargs['entity_slug'] = entity.slug
+#         kwargs['entity_slug'] = entity.slug
-        kwargs['user_model'] = entity.admin
+#         kwargs['user_model'] = entity.admin
-        return kwargs
+#         return kwargs
     
-    def get_context_data(self, **kwargs):
+#     def get_context_data(self, **kwargs):
-        entity = self.request.user.dealer.entity
+#         entity = self.request.user.dealer.entity
-        kwargs['items'] = entity.get_items_all()
+#         kwargs['items'] = entity.get_items_all()
-        return super().get_context_data(**kwargs)
+#         return super().get_context_data(**kwargs)
-    def get_customer_queryset(self):
+#     def get_customer_queryset(self):
-        entity = self.request.user.dealer.entity
+#         entity = self.request.user.dealer.entity
-        return entity.get_customer_queryset()
+#         return entity.get_customer_queryset()
     
-    def form_valid(self, form):
+#     def form_valid(self, form):
-        form.instance.entity = self.request.user.dealer.entity
+#         form.instance.entity = self.request.user.dealer.entity
-        return super().form_valid(form)
+#         return super().form_valid(form)
 
 # @csrf_exempt
 @login_required
@@ -1690,9 +1692,77 @@ class EstimateDetailView(LoginRequiredMixin, DetailView):
             kwargs["vate_amount"] = (total * vat.vat_rate)
             kwargs["total"] = (total * vat.vat_rate) + total
             kwargs["vat"] = vat.rate
+            kwargs["invoice"] = InvoiceModel.objects.all().filter(ce_model=estimate).first()
         return super().get_context_data(**kwargs)
 
 
+class EstimatePreviewView(LoginRequiredMixin, DetailView):
+    model = EstimateModel
+    context_object_name = "estimate"
+    template_name = "sales/estimates/estimate_preview.html"
+    
+    def get_context_data(self, **kwargs):
+        estimate = kwargs.get("object")
+        if estimate.get_itemtxs_data():
+            total = sum(x.ce_cost_estimate 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
+            kwargs["vat"] = vat.rate
+        return super().get_context_data(**kwargs)    
+
+@login_required
+def estimate_mark_as(request, pk):
+    estimate = get_object_or_404(EstimateModel, pk=pk)
+    entity = estimate.entity
+    mark = request.GET.get('mark')    
+    if mark:
+        if mark == "review":
+            if not estimate.can_review():
+                messages.error(request, "Estimate is not ready for review")
+                return redirect("estimate_detail", pk=estimate.pk)
+            estimate.mark_as_review()
+        elif mark == "accepted":
+            if not estimate.can_approve():
+                messages.error(request, "Estimate is not ready for approval")
+                return redirect("estimate_detail", pk=estimate.pk)
+            estimate.mark_as_approved()
+        elif mark == "completed":
+            if not estimate.can_complete():
+                messages.error(request, "Estimate is not ready for completion")
+                return redirect("estimate_detail", pk=estimate.pk)
+            
+            # invoice = entity.create_invoice(customer_model=estimate.customer,
+            #                 terms=estimate.terms,
+            #                 cash_account=entity.get_default_coa_accounts().get(name="Cash"),
+            #                 prepaid_account=entity.get_default_coa_accounts().get(name="Accounts Receivable"),
+            #                 coa_model=entity.get_default_coa()
+            #             )
+            
+            # unit_items = estimate.get_itemtxs_data()[0]
+            # invoice_itemtxs = {
+            #     i.item_model.item_number: {
+            #         'unit_cost': i.ce_unit_cost_estimate,
+            #         'quantity': i.ce_quantity,
+            #         'total_amount': i.ce_cost_estimate
+            #     } for i in unit_items 
+            # }
+        
+            # invoice_itemtxs = invoice.migrate_itemtxs(itemtxs=invoice_itemtxs,
+            #                                             commit=True,
+            #                                             operation=InvoiceModel.ITEMIZE_APPEND)
+            # invoice.bind_estimate(estimate)
+            # invoice.mark_as_review()
+            # estimate.mark_as_completed()
+            # estimate.save()
+            # invoice.save()
+        estimate.save()
+        messages.success(request, "Estimate marked as " + mark.upper())
+
+    return redirect("estimate_detail", pk=estimate.pk)
+
+
+# Invoice
 class InvoiceListView(LoginRequiredMixin, ListView):
     model = InvoiceModel
     template_name = "sales/invoices/invoice_list.html"
@@ -1712,66 +1782,14 @@ class InvoiceDetailView(LoginRequiredMixin, DetailView):
         invoice = kwargs.get("object")
         
         if invoice.get_itemtxs_data():
-            total = sum(x.unit_cost for x in invoice.get_itemtxs_data()[0].all())
+            total = sum(x.unit_cost * x.quantity for x in invoice.get_itemtxs_data()[0].all())
             total = int(total)
             vat =  models.VatRate.objects.filter(is_active=True).first()
-            kwargs["vate_amount"] = (total  * int(vat.vat_rate))
+            kwargs["vat_amount"] = (total  * vat.vat_rate)
-            kwargs["total"] = (total * int(vat.vat_rate)) + total
+            kwargs["total"] = (total * vat.vat_rate) + total
             kwargs["vat"] = vat.rate            
         return super().get_context_data(**kwargs)
     
-        
-
-@login_required
-def estimate_mark_as(request, pk):
-    estimate = get_object_or_404(EstimateModel, pk=pk)
-    entity = estimate.entity
-    mark = request.GET.get('mark')    
-    if mark:
-        if mark == "review":
-            if not estimate.can_review():
-                messages.error(request, "Estimate is not ready for review")
-                return redirect("estimate_detail", pk=estimate.pk)
-            estimate.mark_as_review()
-        elif mark == "accepted":
-            if not estimate.can_approve():
-                messages.error(request, "Estimate is not ready for approval")
-                return redirect("estimate_detail", pk=estimate.pk)
-            estimate.mark_as_approved()
-            
-        elif mark == "complete":
-            if not estimate.can_complete():
-                messages.error(request, "Estimate is not ready for completion")
-                return redirect("estimate_detail", pk=estimate.pk)
-            # estimate.mark_as_completed()
-            invoice = entity.create_invoice(customer_model=estimate.customer,
-                            terms=estimate.terms,
-                            cash_account=entity.get_default_coa_accounts().get(name="Cash"),
-                            prepaid_account=entity.get_default_coa_accounts().get(name="Accounts Receivable"),
-                            coa_model=entity.get_default_coa()
-                        )
-            
-            unit_items = estimate.get_itemtxs_data()[0]
-            invoice_itemtxs = {
-                i.item_model.item_number: {
-                    'unit_cost': i.ce_unit_cost_estimate,
-                    'quantity': i.ce_quantity,
-                    'total_amount': i.ce_cost_estimate
-                } for i in unit_items 
-            }
-        
-            invoice_itemtxs = invoice.migrate_itemtxs(itemtxs=invoice_itemtxs,
-                                                        commit=True,
-                                                        operation=InvoiceModel.ITEMIZE_APPEND)
-            invoice.bind_estimate(estimate)
-            invoice.mark_as_review()
-            invoice.save()
-            estimate.save()
-            return redirect("invoice_detail", pk=invoice.pk)
-        estimate.save()
-        messages.success(request, "Estimate marked as " + mark.upper())
-    return redirect("estimate_detail", pk=estimate.pk)
-
 @login_required
 def invoice_mark_as(request, pk):
     invoice = get_object_or_404(InvoiceModel, pk=pk)    
@@ -1785,65 +1803,65 @@ def invoice_mark_as(request, pk):
                 return redirect("invoice_detail", pk=invoice.pk)
             invoice.mark_as_approved(entity_slug=entity.slug,user_model=user)
             invoice.save()
+            ledger = entity.get_ledgers().filter(name=f"Invoice {str(invoice.pk)}").first()
+            if not ledger:
+                ledger = entity.create_ledger(name=f"Invoice {str(invoice.pk)}")
+                ledger.invoicemodel = invoice
+                ledger.save()
         # elif mark == "complete":
         #     if not invoice.can_complete():
         #         messages.error(request, "invoice is not ready for completion")
             return redirect("invoice_detail", pk=invoice.pk)
             
-def send_email(request,pk):
+
+def invoice_create(request,pk):
     estimate = get_object_or_404(EstimateModel, pk=pk)
-    if not estimate.can_review():
+    entity = request.user.dealer.entity
-        messages.error(request, "Estimate is not ready for review")
-        return redirect("estimate_detail", pk=estimate.pk)
-    msg = f"""
-    السلام عليكم
-    Dear {estimate.customer.customer_name},
     
-    أود أن أشارككم تقدير المشروع الذي ناقشناه. يرجى العثور على الوثيقة التفصيلية للمقترح المرفقة.
+    form = InvoiceModelCreateForm(entity_slug=entity.slug,user_model=entity.admin)
+    if request.method == "POST":
+        form = InvoiceModelCreateForm(request.POST,entity_slug=entity.slug,user_model=entity.admin)
+        if form.is_valid():       
+            invoice = form.save(commit=False)            
+            invoice_model = entity.create_invoice(
+                customer_model=invoice.customer,
+                terms=invoice.terms,
+                cash_account=invoice.cash_account,
+                prepaid_account=invoice.prepaid_account,
+                coa_model=entity.get_default_coa()
+                )
+            ledger = entity.create_ledger(name=f"Invoice {str(invoice_model.pk)}")          
+            invoice_model.ledgar = ledger
+            ledger.invoicemodel = invoice_model
+            ledger.save()
+            invoice_model.save()          
                         
-    I hope this email finds you well. I wanted to share with you the estimate for the project we discussed. Please find the detailed estimate document attached.
+            unit_items = estimate.get_itemtxs_data()[0]
+            invoice_itemtxs = {
+                i.item_model.item_number: {
+                    'unit_cost': i.ce_unit_cost_estimate,
+                    'quantity': i.ce_quantity,
+                    'total_amount': i.ce_cost_estimate
+                } for i in unit_items 
+            }
         
-    يرجى مراجعة المقترح وإعلامي إذا كانت لديك أي أسئلة أو مخاوف. إذا كانت كل شيء يبدو جيدًا، يمكننا المضي قدمًا في المشروع.
+            invoice_itemtxs = invoice_model.migrate_itemtxs(itemtxs=invoice_itemtxs,
+                                                        commit=True,
+                                                        operation=InvoiceModel.ITEMIZE_APPEND)
+            invoice_model.bind_estimate(estimate)
+            invoice_model.mark_as_review()
+            estimate.mark_as_completed()
+            estimate.save()
+            invoice_model.save()
+            messages.success(request, "Invoice created successfully!")
+            return redirect("invoice_detail", pk=invoice_model.pk)
+    form.initial['customer'] = estimate.customer    
+    context = {
+        "form": form,
+        "estimate": estimate,
+    }
+    return render(request, "sales/invoices/invoice_create.html", context)
     
-    Please review the estimate and let me know if you have any questions or concerns. If everything looks good, we can proceed with the project.
-
-    شكراً لاهتمامكم بهذا الأمر.
-    Thank you for your attention to this matter.
-
-    Estimate Link:
-    <a href="https://localhost:8888/{reverse('estimate_preview', kwargs={'pk': estimate.pk})}">View Estimate</a>
-
-    تحياتي,
-    Best regards,
-    [Your Name]
-    [Your Position]
-    [Your Company Name]
-    [Your Contact Information]
-    """
-    subject = f'Estimate-{estimate.estimate_number} Review'
-    message = msg
-    from_email = 'manager@tenhal.sa'
-    recipient_list = ['cutomer@tenhal.sa']
-
-    send_mail(subject, message, from_email, recipient_list)
-    messages.success(request, "Email sent successfully!")
-    estimate.mark_as_review()
-    return redirect("estimate_detail", pk=estimate.pk)
-
-class EstimatePreviewView(LoginRequiredMixin, DetailView):
-    model = EstimateModel
-    context_object_name = "estimate"
-    template_name = "sales/estimates/estimate_preview.html"
-    
-    def get_context_data(self, **kwargs):
-        estimate = kwargs.get("object")
-        if estimate.get_itemtxs_data():
-            total = sum(x.ce_cost_estimate for x in estimate.get_itemtxs_data()[0].all())
-            vat =  models.VatRate.objects.filter(is_active=True).first()
-            kwargs["vate_amount"] = (total * vat.vat_rate)
-            kwargs["total"] = (total * vat.vat_rate) + total
-            kwargs["vat"] = vat.rate
-        return super().get_context_data(**kwargs)
     
 class InvoicePreviewView(LoginRequiredMixin, DetailView):
     model = InvoiceModel
@@ -1853,7 +1871,7 @@ class InvoicePreviewView(LoginRequiredMixin, DetailView):
     def get_context_data(self, **kwargs):
         invoice = kwargs.get("object")
         if invoice.get_itemtxs_data():
-            total = sum(x.unit_cost for x in invoice.get_itemtxs_data()[0].all())
+            total = sum(x.unit_cost * x.quantity for x in invoice.get_itemtxs_data()[0].all())
             total = int(total)
             vat =  models.VatRate.objects.filter(is_active=True).first()
             kwargs["vate_amount"] = (total * vat.vat_rate)
@@ -1862,6 +1880,73 @@ class InvoicePreviewView(LoginRequiredMixin, DetailView):
         return super().get_context_data(**kwargs)
 
 
+# payments
+
+def PaymentCreateView(request, pk=None):
+    invoice = InvoiceModel.objects.filter(pk=pk).first()
+    entity = request.user.dealer.entity
+    form = forms.PaymentForm()
+    if request.method == "POST":
+        form = forms.PaymentForm(request.POST)
+        if form.is_valid():
+            amount = form.cleaned_data.get("amount")
+            invoice = form.cleaned_data.get("invoice")
+            if amount > invoice.amount_due:
+                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)
+            
+            ledger = None
+            try:
+                ledger = LedgerModel.objects.filter(name=f"Invoice {str(invoice.pk)}",entity=entity).first()
+                journal = JournalEntryModel.objects.create(                
+                    posted=False,                                
+                    description=f"Payment for Invoice {invoice.invoice_number}",
+                    ledger=ledger,
+                    locked=False,
+                    origin="Payment",
+                )
+                cash_account = entity.get_default_coa_accounts().get(name="Cash")
+                accounts_receivable = entity.get_default_coa_accounts().get(name="Accounts Receivable")
+                TransactionModel.objects.create(
+                    journal_entry=journal,
+                    account=cash_account,  # Debit Cash
+                    amount=amount,  # Payment amount
+                    tx_type='debit',
+                    description="Payment Received",
+                )
+
+                TransactionModel.objects.create(
+                    journal_entry=journal,
+                    account=accounts_receivable,  # Credit Accounts Receivable
+                    amount=amount,  # Payment amount
+                    tx_type='credit',
+                    description="Payment Received",
+                )
+                invoice.make_payment(amount)
+                invoice.save()                
+                messages.success(request, "Payment created successfully!")
+                return redirect("invoice_detail", pk=invoice.pk)        
+            except Exception as e:
+                messages.error(request, f"Error creating payment: {str(e)}")
+    if invoice:
+        form.initial["invoice"] = invoice
+    return render(request, "sales/payments/payment_form.html", {"invoice": invoice,"form": form})
+
+def PaymentListView(request):
+    entity = request.user.dealer.entity
+    journals = JournalEntryModel.objects.filter(ledger__entity=entity).all()
+    return render(request, "sales/payments/payment_list.html", {"journals": journals})
+
+def PaymentDetailView(request, pk):
+    journal = JournalEntryModel.objects.filter(pk=pk).first()
+    return render(request, "sales/payments/payment_details.html", {"journal": journal})
+
+
+
+# activity log
 class UserActivityLogListView(ListView):
     model = models.UserActivityLog
     template_name = 'dealers/activity_log.html'
@@ -1875,6 +1960,38 @@ class UserActivityLogListView(ListView):
         return queryset
 
 
+# email 
+def send_email_view(request,pk):
+    estimate = get_object_or_404(EstimateModel, pk=pk)
+    if not estimate.can_review():
+        messages.error(request, "Estimate is not ready for review")
+        return redirect("estimate_detail", pk=estimate.pk)
+    msg = f"""
+        السلام عليكم
+        Dear {estimate.customer.customer_name},
 
-def record_payment(request):
+        أود أن أشارككم تقدير المشروع الذي ناقشناه. يرجى العثور على الوثيقة التفصيلية للمقترح المرفقة.
-   invoice = get_object_or_404(InvoiceModel, pk=request.POST.get('invoice'))
+
+        I hope this email finds you well. I wanted to share with you the estimate for the project we discussed. Please find the detailed estimate document attached.
+
+        يرجى مراجعة المقترح وإعلامي إذا كانت لديك أي أسئلة أو مخاوف. إذا كانت كل شيء يبدو جيدًا، يمكننا المضي قدمًا في المشروع.
+
+        Please review the estimate and let me know if you have any questions or concerns. If everything looks good, we can proceed with the project.
+
+        شكراً لاهتمامكم بهذا الأمر.
+        Thank you for your attention to this matter.
+
+        Estimate Link:
+        <a href="https://localhost:8888/{reverse('estimate_preview', kwargs={'pk': estimate.pk})}">View Estimate</a>
+
+        تحياتي,
+        Best regards,
+        [Your Name]
+        [Your Position]
+        [Your Company Name]
+        [Your Contact Information]
+        """
+    send_email("manager@tenhal.sa", 'user@tenhal.sa',f"Estimate-{estimate.estimate_number}", msg)
+    estimate.mark_as_review()
+    messages.success(request, "Email sent successfully!")
+    return redirect("estimate_detail", pk=estimate.pk)

templates/header.html

@@ -127,13 +127,13 @@
                           </a>
                           <!-- more inner pages-->
                       </li>
-                        <li class="nav-item"><a class="nav-link" href="#">
+                        <li class="nav-item"><a class="nav-link" href="{% url 'invoice_list' %}">
                             <div class="d-flex align-items-center"><span class="nav-link-icon"><span class="fas fa-file-invoice"></span></span><span class="nav-link-text">{% trans "invoices"|capfirst %}</span>
                             </div>
                           </a>
                           <!-- more inner pages-->
                       </li>
-                        <li class="nav-item"><a class="nav-link" href="#">
+                        <li class="nav-item"><a class="nav-link" href="{% url 'payment_list' %}">
                             <div class="d-flex align-items-center"><span class="nav-link-icon"><span class="fas fa-money-check"></span></span><span class="nav-link-text">{% trans "payments"|capfirst %}</span>
                             </div>
                           </a>

templates/sales/estimates/estimate_detail.html

@@ -37,13 +37,13 @@
                 <div class="d-flex align-items-center gap-2">
                   {% if estimate.status == 'draft' %}
                       <a href="{% url 'send_email' estimate.pk %}" class="btn btn-phoenix-primary me-2"><span class="fa-regular fa-paper-plane me-sm-2"></span><span class="d-none d-sm-inline-block">Send Estimate</span></a>                    
-                      <button id="mark_as_sent_estimate" onclick="setFormAction('review')" class="btn btn-phoenix-secondary" data-bs-toggle="modal" data-bs-target="#confirmModal"><span class="d-none d-sm-inline-block">Mark As Sent</span></button>                  
+                      <button id="mark_as_sent_estimate" class="btn btn-phoenix-secondary" data-bs-toggle="modal" data-bs-target="#confirmModal"><span class="d-none d-sm-inline-block">Mark As Sent</span></button>                  
                     {% endif %}
                     {% if estimate.status == 'in_review' %}
                       <button id="accept_estimate" onclick="setFormAction('accepted')" class="btn btn-phoenix-secondary" data-bs-toggle="modal" data-bs-target="#confirmModal"><span class="d-none d-sm-inline-block">Mark As Accepted</span></button>                                      
                     {% endif %}
                     {% if estimate.status == 'approved' %}                                          
-                      <button id="accept_estimate" onclick="setFormAction('completed')" class="btn btn-phoenix-secondary" data-bs-toggle="modal" data-bs-target="#confirmModal"><span class="d-none d-sm-inline-block">Convert</span></button>                                      
+                      <a href="{% url 'invoice_create' estimate.pk %}" class="btn btn-phoenix-primary"><span class="d-none d-sm-inline-block">Create Invoice</span></a>
                     {% endif %}
                     <a href="{% url 'estimate_preview' estimate.pk %}" class="btn btn-phoenix-primary"><span class="d-none d-sm-inline-block">Preview</span></a>                  
                 </div>

templates/sales/invoices/invoice_create.html

@@ -0,0 +1,24 @@
+{% extends "base.html" %}
+{% load crispy_forms_filters %}
+{% load static %}
+{% load i18n %}
+{% block title %}{{ _("Invoice") }}{% endblock title %}
+{% block content %}
+    <div class="container">
+        <div class="row justify-content-center">
+            <div class="col-md-8">
+                <div class="card">
+                    <div class="card-header">{{ _("Add Invoice") }}</div>
+                    <div class="card-body">
+                        <form method="post" action="">
+                            {% csrf_token %}
+                            {{ form|crispy }}
+                            <button type="submit" class="btn btn-primary">{% trans 'Save' %}</button>
+                        </form>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+{% endblock content %}
+

templates/sales/invoices/invoice_detail.html

@@ -31,17 +31,47 @@
      <!-- ============================================-->      
       <!-- <section> begin ============================-->
         <section class="pt-5 pb-9 bg-body-emphasis dark__bg-gray-1200 border-top">
-            <div class="container-small mt-3">              
+          <div class="container-small mt-3">              
-              <div class="d-flex justify-content-between align-items-end mb-4">
+            <div class="d-flex justify-content-between align-items-end mb-4">
-                <h2 class="mb-0">Invoice</h2>
+              <h2 class="mb-0">Invoice</h2>
-                <div class="d-flex align-items-center gap-2">                    
+              <div class="d-flex align-items-center gap-2">                    
-                    {% if invoice.invoice_status == 'in_review' %}
+                {% if invoice.invoice_status == 'in_review' %}
-                      <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">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">Accept</span></button>                                      
-                    {% endif %}                    
+                {% endif %}                    
-                    <a href="{% url 'invoice_preview' invoice.pk %}" class="btn btn-phoenix-primary"><span class="d-none d-sm-inline-block">Preview</span></a>                  
+                {% 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">Record Payment</span></a>                                        
+                {% endif %}                    
+                <a href="{% url 'invoice_preview' invoice.pk %}" class="btn btn-phoenix-primary"><span class="d-none d-sm-inline-block">Preview</span></a>                  
+              </div>
+            </div>
+            
+            <!-- ============================================-->      
+            <div class="card mb-5">
+              <div class="card-body">
+                <div class="row g-4 g-xl-1 g-xxl-3 justify-content-between">
+                  <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">
+                      <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>
+                        <p class="fw-bold mb-1">Paid Amount</p>
+                        <h4 class="fw-bolder text-nowrap">${{invoice.amount_paid}}</h4>
+                      </div>
+                    </div>
+                  </div>                 
+                  <div class="col-sm-auto">
+                    <div class="d-sm-block d-inline-flex d-md-flex flex-xl-column flex-xxl-row align-items-center align-items-xl-start align-items-xxl-center border-start-sm ps-sm-5 border-translucent">
+                      <div class="d-flex bg-primary-subtle rounded flex-center me-3 mb-sm-3 mb-md-0 mb-xl-3 mb-xxl-0" style="width:32px; height:32px"><span class="text-primary-dark" data-feather="layout" style="width:24px; height:24px"></span></div>
+                      <div>
+                        <p class="fw-bold mb-1">Due Amount</p>
+                        <h4 class="fw-bolder text-nowrap">${{invoice.amount_due}} </h4>
+                      </div>
+                    </div>
+                  </div>
                 </div>
               </div>
-              <div class="bg-body dark__bg-gray-1100 p-4 mb-4 rounded-2">
+            </div>
+             <!-- <section> begin ============================-->
+            <div class="bg-body dark__bg-gray-1100 p-4 mb-4 rounded-2">
                 <div class="row g-4">
                   <div class="col-12 col-lg-3">
                     <div class="row g-4 g-lg-2">

templates/sales/invoices/invoice_list.html

@@ -25,19 +25,43 @@
                 <tr class="hover-actions-trigger btn-reveal-trigger position-static">                                 
                     <td class="align-middle product white-space-nowrap py-0">{{ invoice.invoice_number }}</td>
                     <td class="align-middle product white-space-nowrap">{{ invoice.customer }}</td>
-                    <td class="align-middle product white-space-nowrap">{{ invoice.invoice_status }}</td>                                                                                                                                       
+                    <td class="align-middle product white-space-nowrap text-success">
-                    <td class="align-middle product white-space-nowrap">{{ invoice.date_approved }}</td>    
+                    {% if invoice.invoice_status == "approved" %}
+                        <span class="badge badge-phoenix badge-phoenix-success">{{ invoice.invoice_status }}</span>
+                    {% elif invoice.invoice_status == "canceled" %}
+                        <span class="badge badge-phoenix badge-phoenix-danger">{{ invoice.invoice_status }}</span>
+                    {% elif invoice.invoice_status == "draft" %}
+                        <span class="badge badge-phoenix badge-phoenix-warning">{{ invoice.invoice_status }}</span>
+                    {% elif invoice.invoice_status == "in_review" %}
+                        <span class="badge badge-phoenix badge-phoenix-info">{{ invoice.invoice_status }}</span>
+                    {% elif invoice.invoice_status == "paid" %}
+                        <span class="badge badge-phoenix badge-phoenix-success">{{ invoice.invoice_status }}</span>
+                    {% endif %}                                                            
+                    </td>                    
+                    <td class="align-middle product white-space-nowrap">                        
+                        {% if invoice.invoice_status == "in_review" %}
+                            {{ invoice.date_in_review }}
+                        {% elif invoice.invoice_status == "approved" %}
+                            {{ invoice.date_approved }}
+                        {% elif invoice.invoice_status == "canceled" %}
+                            {{ invoice.date_canceled }}
+                        {% elif invoice.invoice_status == "draft" %}
+                            {{ invoice.date_draft }}
+                        {% elif invoice.invoice_status == "paid" %}
+                            {{ invoice.date_paid }}
+                        {% endif %}
+                    </td>    
                     <td class="align-middle product white-space-nowrap">{{ invoice.created }}</td>                                                                                                                                       
                     <td class="text-center">
                         <a href="{% url 'invoice_detail' invoice.pk %}" 
                            class="btn btn-sm btn-success">
-                           {% trans "view" %}
+                           {% trans "View" %}
                         </a>
                     </td>                                                            
                 </tr>
                 {% empty %}
                 <tr>
-                    <td colspan="6" class="text-center">{% trans "No Quotations Found" %}</td>
+                    <td colspan="6" class="text-center">{% trans "No Invoice Found" %}</td>
                 </tr>
                 {% endfor %}
             </tbody>

templates/sales/journals/journal_form.html

@@ -0,0 +1,23 @@
+{% extends "base.html" %}
+{% load crispy_forms_filters %}
+{% load i18n static %}
+
+{% block title %}{{ _("Create Payment") }}{% endblock title %}
+
+{% block content %}
+<div class="container mt-4">
+    <h3 class="text-center">{% trans "Create Payment" %}</h3>
+    <form method="post" class="needs-validation" novalidate>
+        {% csrf_token %}
+        <div class="row g-3">
+            {{ form|crispy }}
+        </div>
+
+        <!-- Buttons -->
+        <div class="mt-4 text-center">
+            <button type="submit" class="btn btn-success me-2">{% trans "Save" %}</button>
+            <a href="{% url 'payment_list' %}" class="btn btn-secondary">{% trans "Cancel" %}</a>
+        </div>
+    </form>
+</div>
+{% endblock %}

templates/sales/journals/journal_list.html

@@ -0,0 +1,50 @@
+{% extends "base.html" %}
+{% load i18n static %}
+
+{% block title %}{{ _("Invoices") }}{% endblock title %}
+
+{% block content %}
+<div class="container mt-4">
+    <h3 class="text-center">{% trans "Invoices" %}</h3>
+    <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 "Invoice Number" %}</th>
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Customer" %}</th>
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Status" %}</th>
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Status Date" %}</th>
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Created" %}</th>                    
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Actions" %}</th>
+                </tr>
+            </thead>
+            <tbody class="list">
+                {% for journal in journals %}
+                <tr class="hover-actions-trigger btn-reveal-trigger position-static">                                 
+                    <td class="align-middle product white-space-nowrap py-0">{{ invoice.invoice_number }}</td>
+                    <td class="align-middle product white-space-nowrap">{{ journal.timestamp }}</td>                                                            
+                    <td class="align-middle product white-space-nowrap">{{ journal. }}</td>                                                                                                                                       
+                    <td class="align-middle product white-space-nowrap">{{ journal. }}</td>    
+                    <td class="align-middle product white-space-nowrap">{{ journal. }}</td>                                                                                                                                       
+                    <td class="text-center">
+                        <a href="{% url 'invoice_detail' invoice.pk %}" 
+                           class="btn btn-sm btn-success">
+                           {% trans "view" %}
+                        </a>
+                    </td>                                                            
+                </tr>
+                {% empty %}
+                <tr>
+                    <td colspan="6" class="text-center">{% trans "No Quotations Found" %}</td>
+                </tr>
+                {% endfor %}
+            </tbody>
+        </table>
+    </div>
+    <div class="d-flex justify-content-center">        
+    </div>
+    </div>
+</div>
+{% endblock %}

templates/sales/payments/payment_create.html

@@ -10,7 +10,7 @@
                 <div class="card">
                     <div class="card-header">{{ _("Make Payment") }}</div>
                     <div class="card-body">
-                        <form method="post" action="{% url 'payment_create' pk=quotation.pk %}">
+                        <form method="post" action="{% url 'payment_create' pk=invoice.pk %}">
                             {% csrf_token %}
                             {{ form|crispy }}
                             <button type="submit" class="btn btn-primary">{% trans 'Save' %}</button>

templates/sales/payments/payment_details.html

@@ -0,0 +1,49 @@
+{% extends "base.html" %}
+{% load i18n static %}
+
+{% block title %}{{ _("Tranactions") }}{% endblock title %}
+
+{% block content %}
+<div class="container mt-4">
+    <h3 class="text-center">{% trans "Tranactions" %}</h3>
+    <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 "#" %}</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 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 "Actions" %}</th>                   
+            </thead>
+            <tbody class="list">
+                {% for transaction in journal.transactionmodel_set.all %}
+                <tr class="hover-actions-trigger btn-reveal-trigger position-static">                                 
+            
+                  <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">{{ 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.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"></td>
+              </tr>
+              {% empty %}
+              <tr>
+                  <td colspan="6" class="text-center">{% trans "No Tranactions Found" %}</td>
+              </tr>
+              {% endfor %}                
+            </tbody>
+        </table>
+    </div>
+    <div class="d-flex justify-content-center">        
+    </div>
+    </div>
+</div>
+{% endblock %}

templates/sales/payments/payment_form.html

@@ -0,0 +1,28 @@
+{% extends "base.html" %}
+{% load crispy_forms_filters %}
+{% load static %}
+{% load i18n %}
+{% block title %}{{ _("Make Payment") }}{% endblock title %}
+{% block content %}
+    <div class="container">
+        <div class="row justify-content-center">
+            <div class="col-md-8">
+                <div class="card">
+                    <div class="card-header">{{ _("Make Payment") }}</div>
+                    <div class="card-body">
+                        {% if invoice %}
+                                <form method="post" action="{% url 'payment_create' pk=invoice.pk %}">
+                        {% else %}
+                                <form method="post" action="{% url 'payment_create' %}">
+                            {% endif %}
+                            {% csrf_token %}
+                            {{ form|crispy }}
+                            <button type="submit" class="btn btn-primary">{% trans 'Save' %}</button>
+                        </form>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+{% endblock content %}
+

templates/sales/payments/payment_list.html

@@ -0,0 +1,52 @@
+{% extends "base.html" %}
+{% load i18n static %}
+
+{% block title %}{{ _("Payments") }}{% endblock title %}
+
+{% block content %}
+<div class="container mt-4">
+  <a href="{% url 'payment_create' %}" class="btn btn-sm btn-success align-right">{% trans "Add Payment" %}</a>
+    <h3 class="text-center">{% trans "Payments" %}</h3>
+    <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>#</th>
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Payment Number" %}</th>
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Invoice" %}</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 "Description" %}</th>                    
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Actions" %}</th>                    
+                </tr>
+            </thead>
+            <tbody class="list">
+                {% for journal in journals %}
+                <tr class="hover-actions-trigger btn-reveal-trigger position-static">                     
+                  <td class="align-middle product white-space-nowrap py-0">{{ forloop.counter }}</td>
+                    <td class="align-middle product white-space-nowrap py-0">{{ journal.je_number }}</td>     
+                    {% if journal.ledger.invoicemodel %}
+                    <td class="align-middle product white-space-nowrap py-0"><a href="{% url 'invoice_detail' journal.ledger.invoicemodel.pk %}">{{ journal.ledger.invoicemodel }}</a></td>                    
+                    {% else %}
+                    <td class="align-middle product white-space-nowrap py-0"></td>
+                    {% endif %}               
+                    <td class="align-middle product white-space-nowrap py-0">{{ journal.timestamp }}</td>                    
+                    <td class="align-middle product white-space-nowrap py-0">{{ journal.description }}</td>                    
+                    <td class="text-center">
+                        <a href="{% url 'payment_details' journal.pk %}" class="btn btn-sm btn-success">{% trans "View Tranactions" %}</a>
+                    </td>                                                                                                         
+                </tr>
+                {% empty %}
+                <tr>
+                    <td colspan="6" class="text-center">{% trans "No Payments Found" %}</td>
+                </tr>
+                {% endfor %}
+            </tbody>
+        </table>
+    </div>
+    <div class="d-flex justify-content-center">        
+    </div>
+    </div>
+</div>
+{% endblock %}

templates/send-mail.html

@@ -0,0 +1,43 @@
+{% extends "base.html" %}
+
+{% load i18n %}
+
+{% block title %}{{ _("Send Mail") }}{% endblock title %}
+
+{% block content %}
+<div class="col">
+    <div class="card email-content">
+      <div class="card-body">
+        <form class="d-flex flex-column h-100" method="post">
+            {% csrf_token %}
+          <div class="row g-3 mb-2">
+            <div class="col-4">
+              {{form.from_email}}
+            </div>            
+            <div class="col-4">
+              {{form.to_email}}
+            </div>            
+            <div class="col-12">
+              {{form.subject}}
+            </div>
+          </div>
+          <div class="mb-3 flex-1">
+            {{form.message}}
+          </div>
+          <div class="d-flex justify-content-between align-items-center">
+            <div class="d-flex">
+              <label class="btn btn-link py-0 px-2 text-body fs-9" for="emailAttachment"> <span class="fa-solid fa-paperclip"></span></label>
+              <input class="d-none" id="emailAttachment" type="file" />
+              <label class="btn btn-link py-0 px-2 text-body fs-9" for="emailPhotos"><span class="fa-solid fa-image"></span></label>
+              <input class="d-none" id="emailPhotos" type="file" accept="image/*" />
+            </div>
+            <div class="d-flex">
+                <a href="{% url 'estimate_detail' estimate.pk %}" class="btn btn-link text-body fs-10 text-decoration-none">Discard</a>
+                <button class="btn btn-primary fs-10" type="submit">Send<span class="fa-solid fa-paper-plane ms-1"></span></button>
+            </div>
+          </div>
+        </form>
+      </div>
+    </div>
+  </div>
+{% endblock content %}