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update

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This commit is contained in:
Marwan Alwali 2025-02-13 17:25:57 +03:00
parent 7144caecec
commit fb80514fa6
5 changed files with 91 additions and 89 deletions
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inventory/__pycache__/admin.cpython-311.pyc
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3
inventory/admin.py
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@ -1,5 +1,6 @@
from django.contrib import admin
from . import models
from django_ledger import models as ledger_models
admin.site.register(models.Dealer)
@ -29,7 +30,7 @@ admin.site.register(models.CarTrim)
admin.site.register(models.AdditionalServices)
admin.site.register(models.Payment)
admin.site.register(models.VatRate)
admin.site.register(models.Customer)
admin.site.register(ledger_models.CustomerModel)
admin.site.register(models.Opportunity)
admin.site.register(models.Notification)
admin.site.register(models.Lead)

48
inventory/signals.py
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@ -641,63 +641,21 @@ def create_ledger_vendor(sender, instance, created, **kwargs):
print(f"VendorModel created for Vendor: {instance.name}")
@receiver(post_save, sender=models.Customer)
def create_customer(sender, instance, created, **kwargs):
if created:
dealer = instance.dealer
entity = dealer.entity
name = f"{instance.first_name} {instance.middle_name} {instance.last_name}"
if entity:
entity.create_customer(
customer_model_kwargs={
"customer_name": name,
"address_1": instance.address,
"phone": instance.phone_number,
"email": instance.email,
"sales_tax_rate": 0.15,
"active": True,
"hidden": False,
"additional_info": {},
}
)
print(f"Customer created: {name}")
@receiver(post_save, sender=models.CustomerModel)
def create_customer_user(sender, instance, created, **kwargs):
if created:
user = User.objects.create(
username=instance.email,
email=instance.email,
is_active=False,
first_name=instance.additional_info.get('first_name',''),
last_name=instance.additional_info.get('last_name','')
first_name=instance.additional_info["customer_info"].get("first_name", ""),
last_name=instance.additional_info["customer_info"].get("last_name", ""),
)
user.set_unusable_password()
user.save()
instance.user = user
instance.save()
# @receiver(post_save, sender=models.Lead)
# def create_customer_from_lead(sender, instance, created, **kwargs):
# dealer = instance.dealer
# entity = dealer.entity
# if created:
# customer = entity.create_customer(
# customer_model_kwargs={
# "customer_name": instance.full_name,
# "address_1": instance.address,
# "phone": instance.phone_number,
# "email": instance.email,
# "sales_tax_rate": 0.15,
# }
# )
# instance.customer = customer
# instance.save()
# Create Item
@receiver(post_save, sender=models.Car)
def create_item_model(sender, instance, created, **kwargs):

129
inventory/views.py
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@ -1279,37 +1279,55 @@ def add_activity_to_customer(request, pk):
def CustomerCreateView(request):
form = forms.CustomerForm()
if request.method == "POST":
form = forms.CustomerForm(request.POST)
dealer = get_user_type(request)
if dealer.entity.get_customers().filter(email=request.POST["email"]).exists():
messages.error(request, _("Customer with this email already exists."))
form = forms.CustomerForm(request.POST)
if form.is_valid():
email = form.cleaned_data["email"]
# Check if customer with this email already exists
if dealer.entity.get_customers().filter(email=email).exists():
messages.error(request, _("Customer with this email already exists."))
else:
# Create customer name
customer_name = (
f"{form.cleaned_data['first_name']} "
f"{form.cleaned_data['middle_name']} "
f"{form.cleaned_data['last_name']}"
)
# Create customer instance
try:
customer = dealer.entity.create_customer(
commit=False,
customer_model_kwargs={
"customer_name": customer_name,
"address_1": form.cleaned_data["address"],
"phone": form.cleaned_data["phone_number"],
"email": email,
}
)
customer.additional_info = {
"customer_info": {
"first_name": form.cleaned_data["first_name"],
"middle_name": form.cleaned_data["middle_name"],
"last_name": form.cleaned_data["last_name"],
},
"type": "customer",
}
customer.save()
messages.success(request, _("Customer created successfully."))
return redirect("customer_list")
except Exception as e:
messages.error(request, _(f"An error occurred: {str(e)}"))
else:
customer_dict = {
x: request.POST[x] for x in request.POST if x != "csrfmiddlewaretoken"
}
customer_name = (
customer_dict["first_name"]
+ " "
+ customer_dict["middle_name"]
+ " "
+ customer_dict["last_name"]
)
instance = dealer.entity.create_customer(
customer_model_kwargs={
"customer_name": customer_name,
"address_1": customer_dict["address"],
"phone": customer_dict["phone_number"],
"email": customer_dict["email"],
}
)
customer_dict["pk"] = str(instance.pk)
instance.additional_info = {}
instance.additional_info["customer_info"] = customer_dict
instance.additional_info["type"] = "customer"
instance.save()
messages.success(request, _("Customer created successfully."))
return redirect("customer_list")
# Form is invalid, show errors
messages.error(request, _("Please correct the errors below."))
return render(request, "customers/customer_form.html", {"form": form})
@ -3100,21 +3118,45 @@ class LeadDetailView(DetailView):
def lead_create(request):
form = forms.LeadForm()
make = request.GET.get("id_car_make",None)
make = request.GET.get("id_car_make", None)
if make:
form.fields['id_car_model'].queryset = models.CarModel.objects.filter(id_car_make=int(make))
if request.method == "POST":
form = forms.LeadForm(request.POST)
form.fields['id_car_model'].queryset = models.CarModel.objects.filter(id_car_make=int(request.POST['id_car_make']))
form = forms.LeadForm(request.POST)
# Filter car models based on the selected make (for POST requests)
if 'id_car_make' in request.POST:
form.fields['id_car_model'].queryset = models.CarModel.objects.filter(
id_car_make=int(request.POST['id_car_make'])
)
try:
if form.is_valid():
instance = form.save(commit=False)
dealer = get_user_type(request)
instance = form.save(commit=False)
instance.dealer = dealer
staff = ""
if hasattr(request.user, "staff"):
staff = request.user.staff
instance.staff = staff
# creating customer in ledger
customer = dealer.entity.create_customer(
customer_model_kwargs={
"customer_name": instance.full_name,
"address_1": instance.address,
"phone": instance.phone_number,
"email": instance.email,
"sales_tax_rate": 0.15,
}
)
instance.customer = customer
instance.save()
messages.success(request, "Lead created successfully!")
return redirect("lead_list")
except Exception as e:
messages.error(request, f"Lead was not created ... : {str(e)}")
return render(request, "crm/leads/lead_form.html", {"form": form})
@ -3200,17 +3242,17 @@ def lead_convert(request, pk):
@login_required
def schedule_lead(request, pk):
dealer = get_user_type(request)
print(dealer)
lead = get_object_or_404(models.Lead, pk=pk)
lead = get_object_or_404(models.Lead, pk=pk, dealer=dealer)
if request.method == "POST":
form = forms.ScheduleForm(request.POST)
if form.is_valid():
instance = form.save(commit=False)
instance.lead = lead
staff = ""
if hasattr(request.user, "staff"):
instance.scheduled_by = request.user.staff
# Save the Schedule instance
staff = request.user.staff
instance.scheduled_by = staff
instance.save()
# Create AppointmentRequest
@ -3218,21 +3260,22 @@ def schedule_lead(request, pk):
if not service:
messages.error(request, "Service not found!")
return redirect("lead_list")
staff_member = StaffMember.objects.filter(user=request.user).first()
appointment_request = AppointmentRequest.objects.create(
date=instance.scheduled_at.date(),
start_time=instance.scheduled_at.time(),
end_time=(instance.scheduled_at + instance.duration).time(),
service=service,
staff_member=StaffMember.objects.first()
staff_member=staff_member,
)
print(lead.customer)
client = get_object_or_404(User, email=lead.email)
# Create Appointment
Appointment.objects.create(
client=lead.customer.user, # Replace with the appropriate client
client=client,
appointment_request=appointment_request,
phone=lead.customer.phone, # Replace with actual phone number
address=lead.customer.address_1, # Replace with actual address
phone=lead.phone_number,
address=lead.address,
)
messages.success(request, "Lead scheduled and appointment created successfully!")