from django.core.paginator import Paginator from django_ledger.models import ( EntityModel, InvoiceModel, BankAccountModel, AccountModel, JournalEntryModel, TransactionModel, EstimateModel, CustomerModel, LedgerModel, ItemModel, ) 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.item import ServiceCreateForm from django_ledger.forms.journal_entry import JournalEntryModelCreateForm from django_ledger.io import roles from django.contrib.admin.models import LogEntry import logging import json import datetime from django.db.models.functions import Coalesce from django.shortcuts import HttpResponse from django.contrib.auth.mixins import LoginRequiredMixin from django.contrib.auth.decorators import login_required from django.http import JsonResponse from django.shortcuts import render, get_object_or_404, redirect from django.utils.translation import gettext_lazy as _ from django.db.models import Q from django.views.generic import ( View, ListView, DetailView, CreateView, UpdateView, DeleteView, TemplateView, ) from django.utils import timezone, translation from django.conf import settings from urllib.parse import urlparse, urlunparse from django.urls import reverse, reverse_lazy from django.contrib import messages from django.db.models import Sum, F, Count from django.db import transaction from .services import ( decodevin, get_make, get_model, ) 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, reserve_car, send_email, get_user_type from django.contrib.auth.models import User from allauth.account import views from django.db.models import Count, F, Value from django.contrib.auth import authenticate logger = logging.getLogger(__name__) logging.basicConfig(level=logging.INFO) def switch_language(request): language = request.GET.get("language", "en") referer = request.META.get("HTTP_REFERER", "/") parsed_url = urlparse(referer) path_parts = parsed_url.path.split("/") if path_parts[1] in dict(settings.LANGUAGES): path_parts.pop(1) new_path = "/".join(path_parts) new_url = urlunparse( ( parsed_url.scheme, parsed_url.netloc, new_path, parsed_url.params, parsed_url.query, parsed_url.fragment, ) ) if language in dict(settings.LANGUAGES): logger.debug(f"Switching language to: {language}") response = redirect(new_url) response.set_cookie(settings.LANGUAGE_COOKIE_NAME, language) translation.activate(language) request.session[settings.LANGUAGE_COOKIE_NAME] = language logger.debug( f"Language switched to: {language}, Session: {request.session[settings.LANGUAGE_COOKIE_NAME]}" ) return response else: logger.warning(f"Invalid language code: {language}") return redirect("/") def dealer_signup(request, *args, **kwargs): if request.method == "POST": data = json.loads(request.body) wf1 = data.get("wizardValidationForm1") wf2 = data.get("wizardValidationForm2") wf3 = data.get("wizardValidationForm3") username = wf1.get("username") email = wf1.get("email") password = wf1.get("password") password_confirm = wf1.get("confirm_password") name = wf2.get("name") arabic_name = wf2.get("arabic_name") phone = wf2.get("phone_number") crn = wf3.get("crn") vrn = wf3.get("vrn") address = wf3.get("address") if password != password_confirm: return JsonResponse({"error": "Passwords do not match."}, status=400) try: with transaction.atomic(): user = User.objects.create(username=username, email=email) user.set_password(password) user.save() models.Dealer.objects.create( user=user, name=name, arabic_name=arabic_name, crn=crn, vrn=vrn, phone_number=phone, address=address, ) user = authenticate(request, username=username, password=password) if user is not None: return JsonResponse( {"message": "User created successfully."}, status=200 ) else: return JsonResponse({"error": "User creation failed."}, status=400) except Exception as e: return JsonResponse({"error": str(e)}, status=400) form1 = forms.WizardForm1() form2 = forms.WizardForm2() form3 = forms.WizardForm3() return render( request, "account/signup-wizard.html", {"form1": form1, "form2": form2, "form3": form3}, ) class Login(views.LoginView): template_name = "account/login.html" redirect_authenticated_user = True class HomeView(TemplateView): template_name = "index.html" class TestView(TemplateView): template_name = "test.html" class AccountingDashboard(LoginRequiredMixin, TemplateView): template_name = "dashboards/accounting.html" def dispatch(self, request, *args, **kwargs): if ( # not any(hasattr(request.user, attr) for attr in ["dealer", "subdealer"]) not request.user.is_authenticated ): # messages.error(request, _("You are not associated with any dealer.")) return redirect("welcome") return super().dispatch(request, *args, **kwargs) def get_context_data(self, **kwargs): context = super().get_context_data(**kwargs) total_cars = models.Car.objects.filter(dealer=self.request.user.dealer).count() total_reservations = models.CarReservation.objects.filter( reserved_until__gte=timezone.now() ).count() stats = models.CarFinance.objects.aggregate( total_cost_price=Sum("cost_price"), total_selling_price=Sum("selling_price"), ) total_cost_price = stats["total_cost_price"] or 0 total_selling_price = stats["total_selling_price"] or 0 total_profit = total_selling_price - total_cost_price context["dealer"] = self.request.user.dealer context["total_cars"] = total_cars context["total_reservations"] = total_reservations context["total_cost_price"] = total_cost_price context["total_selling_price"] = total_selling_price context["total_profit"] = total_profit return context class WelcomeView(TemplateView): template_name = "welcome.html" class CarCreateView(LoginRequiredMixin, CreateView): model = models.Car form_class = forms.CarForm template_name = "inventory/car_form.html" # success_url = reverse_lazy('inventory_stats') def get_success_url(self): """Determine the redirect URL based on user choice.""" if self.request.POST.get("add_another"): return reverse("car_add") return reverse("inventory_stats") def form_valid(self, form): dealer = get_user_type(self.request) form.instance.dealer = dealer form.save() messages.success(self.request, "Car saved successfully.") return super().form_valid(form) class AjaxHandlerView(LoginRequiredMixin, View): def get(self, request, *args, **kwargs): action = request.GET.get("action") handlers = { "decode_vin": self.decode_vin, "get_models": self.get_models, "get_series": self.get_series, "get_trims": self.get_trims, "get_specifications": self.get_specifications, } handler = handlers.get(action) if handler: return handler(request) else: return JsonResponse({"error": "Invalid action"}, status=400) def decode_vin(self, request): vin_no = request.GET.get("vin_no") car_existed = models.Car.objects.filter(vin=vin_no).exists() if car_existed: return JsonResponse({"error": _("VIN number exists")}, status=400) if not vin_no or len(vin_no.strip()) != 17: return JsonResponse( {"success": False, "error": "Invalid VIN number provided."}, status=400 ) vin_no = vin_no.strip() vin_data = {} decoding_method = "" # manufacturer_name = model_name = year_model = None if not (result := decodevin(vin_no)): return JsonResponse( {"success": False, "error": "VIN not found in all sources."}, status=404 ) manufacturer_name, model_name, year_model = result.values() make = get_make(manufacturer_name) model = get_model(model_name, make) logger.info( f"VIN decoded using {decoding_method}: Make={manufacturer_name}, Model={model_name}, Year={year_model}" ) car_model = model car_make = make if not car_make: return JsonResponse( {"success": False, "error": "Manufacturer not found in the database."}, status=404, ) vin_data["make_id"] = car_make.id_car_make vin_data["name"] = car_make.name vin_data["arabic_name"] = car_make.arabic_name if not car_model: vin_data["model_id"] = "" else: vin_data["model_id"] = car_model.id_car_model vin_data["year"] = year_model return JsonResponse({"success": True, "data": vin_data}) def get_models(self, request): make_id = request.GET.get("make_id") car_models = ( models.CarModel.objects.filter(id_car_make=make_id) .values("id_car_model", "name", "arabic_name") .order_by("name") ) return JsonResponse(list(car_models), safe=False) def get_series(self, request): model_id = request.GET.get("model_id") year = request.GET.get("year") # Validate inputs if not model_id or not year: return JsonResponse( {"error": "Missing required parameters: model_id or year"}, status=400 ) try: year = int(year) except ValueError: return JsonResponse({"error": "Invalid year format"}, status=400) series = models.CarSerie.objects.filter(id_car_model=model_id).values( "id_car_serie", "name", "arabic_name" ) return JsonResponse(list(series), safe=False) def get_trims(self, request): serie_id = request.GET.get("serie_id") # model_id = request.GET.get('model_id') trims = models.CarTrim.objects.filter(id_car_serie=serie_id).values( "id_car_trim", "name", "arabic_name" ) return JsonResponse(list(trims), safe=False) def get_specifications(self, request): trim_id = request.GET.get("trim_id") car_spec_values = models.CarSpecificationValue.objects.filter( id_car_trim=trim_id ) lang = translation.get_language() specs_by_parent = {} for value in car_spec_values: specification = value.id_car_specification parent = specification.id_parent parent_id = parent.id_car_specification if parent else 0 if lang == "ar": parent_name = parent.arabic_name if parent else "Root" else: parent_name = parent.name if parent else "Root" if parent_id not in specs_by_parent: specs_by_parent[parent_id] = { "parent_name": parent_name, "specifications": [], } spec_data = { "specification_id": specification.id_car_specification, "s_name": specification.arabic_name if lang == "ar" else specification.name, "s_value": value.value, "s_unit": value.unit if value.unit else "", "trim_name": value.id_car_trim.name, } specs_by_parent[parent_id]["specifications"].append(spec_data) serialized_specs = [ {"parent_name": v["parent_name"], "specifications": v["specifications"]} for v in specs_by_parent.values() ] return JsonResponse(serialized_specs, safe=False) class CarInventory(LoginRequiredMixin, ListView): model = models.Car home_label = _("inventory") template_name = "inventory/car_inventory.html" context_object_name = "cars" paginate_by = 10 ordering = ["receiving_date"] def get_queryset(self, *args, **kwargs): query = self.request.GET.get("q") make_id = self.kwargs["make_id"] model_id = self.kwargs["model_id"] trim_id = self.kwargs["trim_id"] dealer = get_user_type(self.request) cars = models.Car.objects.filter( dealer=dealer, id_car_make=make_id, id_car_model=model_id, id_car_trim=trim_id, ).order_by("receiving_date") if query: cars = cars.filter(Q(vin__icontains=query)) return cars def get_context_data(self, **kwargs): context = super().get_context_data(**kwargs) context["query"] = self.request.GET.get("q", "") context["make_id"] = self.kwargs["make_id"] context["model_id"] = self.kwargs["model_id"] context["trim_id"] = self.kwargs["trim_id"] return context class CarColorCreate(LoginRequiredMixin, CreateView): model = models.CarColors form_class = forms.CarColorsForm template_name = "inventory/add_colors.html" def form_valid(self, form): car = get_object_or_404(models.Car, pk=self.kwargs["car_pk"]) form.instance.car = car return super().form_valid(form) def get_success_url(self): return reverse_lazy("car_detail", kwargs={"pk": self.kwargs["car_pk"]}) def get_context_data(self, **kwargs): context = super().get_context_data(**kwargs) context["car"] = get_object_or_404(models.Car, pk=self.kwargs["car_pk"]) return context @login_required def inventory_stats_view(request): dealer = get_user_type(request) # Annotate total cars by make, model, and trim cars = ( models.Car.objects.filter(dealer=dealer) .select_related("id_car_make", "id_car_model", "id_car_trim") .annotate( make_total=Count("id_car_make"), model_total=Count("id_car_model"), trim_total=Count("id_car_trim"), ) ) inventory = {} for car in cars: make = car.id_car_make if make.id_car_make not in inventory: inventory[make.id_car_make] = { "make_id": make.id_car_make, "make_name": make.get_local_name(), "total_cars": 0, "models": {}, } inventory[make.id_car_make]["total_cars"] += 1 model = car.id_car_model if model and model.id_car_model not in inventory[make.id_car_make]["models"]: inventory[make.id_car_make]["models"][model.id_car_model] = { "model_id": model.id_car_model, "model_name": model.get_local_name(), "total_cars": 0, "trims": {}, } try: inventory[make.id_car_make]["models"][model.id_car_model]["total_cars"] += 1 trim = car.id_car_trim if ( trim and trim.id_car_trim not in inventory[make.id_car_make]["models"][model.id_car_model][ "trims" ] ): inventory[make.id_car_make]["models"][model.id_car_model]["trims"][ trim.id_car_trim ] = { "trim_id": trim.id_car_trim, "trim_name": trim.name, "total_cars": 0, } inventory[make.id_car_make]["models"][model.id_car_model]["trims"][ trim.id_car_trim ]["total_cars"] += 1 except Exception as e: print(e) result = { "total_cars": cars.count(), "makes": [ { "make_id": make_data["make_id"], "make_name": make_data["make_name"], "total_cars": make_data["total_cars"], "models": [ { "model_id": model_data["model_id"], "model_name": model_data["model_name"], "total_cars": model_data["total_cars"], "trims": list(model_data["trims"].values()), } for model_data in make_data["models"].values() ], } for make_data in inventory.values() ], } return render(request, "inventory/inventory_stats.html", {"inventory": result}) class CarDetailView(LoginRequiredMixin, DetailView): model = models.Car template_name = "inventory/car_detail.html" context_object_name = "car" class CarFinanceCreateView(LoginRequiredMixin, CreateView): model = models.CarFinance form_class = forms.CarFinanceForm template_name = "inventory/car_finance_form.html" def dispatch(self, request, *args, **kwargs): self.car = get_object_or_404(models.Car, pk=self.kwargs["car_pk"]) return super().dispatch(request, *args, **kwargs) def form_valid(self, form): form.instance.car = self.car messages.success(self.request, _("Car finance details saved successfully.")) return super().form_valid(form) def get_success_url(self): return reverse("car_detail", kwargs={"pk": self.car.pk}) def get_context_data(self, **kwargs): context = super().get_context_data(**kwargs) context["car"] = self.car return context class CarFinanceUpdateView(LoginRequiredMixin, SuccessMessageMixin, UpdateView): model = models.CarFinance form_class = forms.CarFinanceForm template_name = "inventory/car_finance_form.html" success_message = _("Car finance details updated successfully.") def get_success_url(self): return reverse("car_detail", kwargs={"pk": self.object.car.pk}) def get_form_kwargs(self): kwargs = super().get_form_kwargs() kwargs["instance"] = self.get_object() return kwargs def get_initial(self): initial = super().get_initial() instance = self.get_object() selected_items = instance.additional_services.all() initial["additional_finances"] = selected_items return initial class CarUpdateView(LoginRequiredMixin, SuccessMessageMixin, UpdateView): model = models.Car form_class = forms.CarUpdateForm template_name = "inventory/car_edit.html" success_message = _("Car updated successfully.") def get_success_url(self): return reverse("car_detail", kwargs={"pk": self.object.pk}) class CarDeleteView(LoginRequiredMixin, SuccessMessageMixin, DeleteView): model = models.Car template_name = "inventory/car_confirm_delete.html" success_url = reverse_lazy("inventory_stats") def delete(self, request, *args, **kwargs): messages.success(request, _("Car deleted successfully.")) return super().delete(request, *args, **kwargs) class CarLocationCreateView(CreateView): model = models.CarLocation form_class = forms.CarLocationForm template_name = "inventory/car_location_form.html" def get_success_url(self): return reverse_lazy("car_detail", kwargs={"pk": self.object.car.pk}) def form_valid(self, form): form.instance.car = get_object_or_404(models.Car, pk=self.kwargs["car_pk"]) form.instance.owner = self.request.user.dealer form.save() messages.success(self.request, "Car saved successfully.") return super().form_valid(form) class CarLocationUpdateView(UpdateView): model = models.CarLocation form_class = forms.CarLocationForm template_name = "inventory/car_location_form.html" def get_success_url(self): return reverse_lazy("car_detail", kwargs={"pk": self.object.car.pk}) class CustomCardCreateView(LoginRequiredMixin, CreateView): model = models.CustomCard form_class = forms.CustomCardForm template_name = "inventory/add_custom_card.html" def form_valid(self, form): car = get_object_or_404(models.Car, pk=self.kwargs["car_pk"]) form.instance.car = car return super().form_valid(form) def get_context_data(self, **kwargs): context = super().get_context_data(**kwargs) context["car"] = get_object_or_404(models.Car, pk=self.kwargs["car_pk"]) return context def get_success_url(self): messages.success(self.request, _("Custom Card added successfully.")) return reverse_lazy("car_detail", kwargs={"pk": self.kwargs["car_pk"]}) @login_required() def reserve_car_view(request, car_id): if request.method == "POST": car = get_object_or_404(models.Car, pk=car_id) if car.is_reserved(): messages.error(request, _("This car is already reserved.")) return redirect("car_detail", pk=car.pk) response = reserve_car(car, request) return response return JsonResponse( {"success": False, "message": "Invalid request method."}, status=400 ) @login_required def manage_reservation(request, reservation_id): reservation = get_object_or_404( models.CarReservation, pk=reservation_id, reserved_by=request.user ) if request.method == "POST": action = request.POST.get("action") if action == "renew": reservation.reserved_until = timezone.now() + timezone.timedelta(hours=24) reservation.save() messages.success(request, _("Reservation renewed successfully.")) return redirect("car_detail", pk=reservation.car.pk) elif action == "cancel": car = reservation.car reservation.delete() car.status = models.CarStatusChoices.AVAILABLE car.save() messages.success(request, _("Reservation canceled successfully.")) return redirect("car_detail", pk=reservation.car.pk) else: return JsonResponse( {"success": False, "message": _("Invalid action.")}, status=400 ) return JsonResponse( {"success": False, "message": _("Invalid request method.")}, status=400 ) class DealerDetailView(LoginRequiredMixin, DetailView): model = models.Dealer template_name = "dealers/dealer_detail.html" context_object_name = "dealer" def get_queryset(self): total_count = models.Dealer.objects.annotate( staff_count=Coalesce(Count("staff"), Value(0)), total_count=F("staff_count") + Value(1), ) return total_count class DealerUpdateView(LoginRequiredMixin, SuccessMessageMixin, UpdateView): model = models.Dealer form_class = forms.DealerForm template_name = "dealers/dealer_form.html" success_url = reverse_lazy("dealer_detail") success_message = _("Dealer updated successfully.") def get_success_url(self): return reverse("dealer_detail", kwargs={"pk": self.object.pk}) # def get_form(self, form_class=None): # form = super().get_form(form_class) # if hasattr(form.fields, "dealer_type"): # form.fields.pop("dealer_type") # return form # # def get_form_class(self): # if self.request.user.dealer.dealer_type == "OWNER": # return forms.DealerForm # else: # return forms.UserForm class CustomerListView(LoginRequiredMixin, ListView): model = models.Customer home_label = _("customers") context_object_name = "customers" paginate_by = 10 template_name = "customers/customer_list.html" def get_queryset(self): query = self.request.GET.get("q") dealer = get_user_type(self.request) customers = models.Customer.objects.filter(dealer=dealer, is_lead=False) if query: customers = customers.filter( Q(national_id__icontains=query) | Q(first_name__icontains=query) | Q(last_name__icontains=query) ) return customers def get_context_data(self, **kwargs): context = super().get_context_data(**kwargs) context["query"] = self.request.GET.get("q", "") return context class CustomerDetailView(LoginRequiredMixin, DetailView): model = models.Customer template_name = "customers/view_customer.html" context_object_name = "customer" class CustomerCreateView( LoginRequiredMixin, SuccessMessageMixin, CreateView, ): model = models.Customer form_class = forms.CustomerForm template_name = "customers/customer_form.html" success_url = reverse_lazy("customer_list") success_message = _("Customer created successfully.") def form_valid(self, form): form.instance.dealer = get_user_type(self.request) return super().form_valid(form) class CustomerUpdateView( LoginRequiredMixin, SuccessMessageMixin, UpdateView, ): model = models.Customer form_class = forms.CustomerForm template_name = "customers/customer_form.html" success_url = reverse_lazy("customer_list") success_message = _("Customer updated successfully.") @login_required def delete_customer(request, pk): customer = get_object_or_404(models.Customer, pk=pk) customer.delete() messages.success(request, _("Customer deleted successfully.")) return redirect("customer_list") class VendorListView(LoginRequiredMixin, ListView): model = models.Vendor context_object_name = "vendors" paginate_by = 10 template_name = "vendors/vendors_list.html" class VendorDetailView(LoginRequiredMixin, DetailView): model = models.Vendor template_name = "vendors/view_vendor.html" class VendorCreateView( LoginRequiredMixin, SuccessMessageMixin, CreateView, ): model = models.Vendor form_class = forms.VendorForm template_name = "vendors/vendor_form.html" success_url = reverse_lazy("vendor_list") success_message = _("Vendor created successfully.") def form_valid(self, form): form.instance.dealer = self.request.user.dealer return super().form_valid(form) class VendorUpdateView( LoginRequiredMixin, SuccessMessageMixin, UpdateView, ): model = models.Vendor form_class = forms.VendorForm template_name = "vendors/vendor_form.html" success_url = reverse_lazy("vendor_list") success_message = _("Vendor updated successfully.") @login_required def delete_vendor(request, pk): vendor = get_object_or_404(models.Vendor, pk=pk) vendor.delete() messages.success(request, _("Vendor deleted successfully.")) return redirect("vendor_list") class QuotationCreateView(LoginRequiredMixin, CreateView): model = models.SaleQuotation form_class = forms.QuotationForm template_name = "sales/quotation_form.html" def form_valid(self, form): dealer = self.request.user.dealer form.instance.dealer = dealer quotation = form.save() selected_cars = form.cleaned_data.get("cars") for car in selected_cars: car_finance = car.finances if car_finance: models.SaleQuotationCar.objects.create( quotation=quotation, car=car, ) messages.success(self.request, _("Quotation created successfully.")) return redirect("quotation_list") class QuotationListView(LoginRequiredMixin, ListView): model = models.SaleQuotation template_name = "sales/quotation_list.html" context_object_name = "quotations" paginate_by = 10 def get_queryset(self): status = self.request.GET.get("status") queryset = self.request.user.dealer.sales.all() if status: queryset = queryset.filter(status=status) return queryset class QuotationDetailView(LoginRequiredMixin, DetailView): model = models.SaleQuotation template_name = "sales/quotation_detail.html" context_object_name = "quotation" def get_context_data(self, **kwargs): context = super().get_context_data(**kwargs) quotation = self.object context_result = get_calculations(quotation) context.update(context_result) return context @login_required def generate_invoice(request, pk): quotation = get_object_or_404(models.SaleQuotation, pk=pk) dealer = get_user_type(request) entity = dealer.entity if not quotation.is_approved: messages.error( request, "Quotation must be approved before converting to an invoice." ) else: coa_qs, coa_map = entity.get_all_coa_accounts() cash_account = coa_qs.first().get_coa_accounts().filter(name="Cash") recivable_account = ( coa_qs.first().get_coa_accounts().filter(name="Accounts Receivable") ) customer = ( entity.get_customers() .filter(customer_name=quotation.customer.get_full_name) .first() ) invoice_model = entity.create_invoice( customer_model=customer, terms=InvoiceModel.TERMS_ON_RECEIPT, cash_account=cash_account.first(), prepaid_account=recivable_account.first(), coa_model=coa_qs.first(), ) name_list = [ f"{instance.car.year} {instance.car.id_car_make} {instance.car.id_car_model} {instance.car.id_car_trim}" for instance in quotation.quotation_cars.all() ] invoices_item_models = invoice_model.get_item_model_qs().filter( name__in=name_list ) invoice_itemtxs = { im.item_number: { "unit_cost": im.default_amount, "quantity": 1, "total_amount": im.default_amount, } for im in invoices_item_models } invoice_itemtxs = invoice_model.migrate_itemtxs( itemtxs=invoice_itemtxs, commit=True, operation=InvoiceModel.ITEMIZE_APPEND ) ledger = ( entity.get_ledgers() .filter(name=f"Payment Ledger for Invoice {invoice_model}") .first() ) if not ledger: ledger = entity.create_ledger( name=f"Payment Ledger for Invoice {invoice_model}", posted=True ) journal_entry = JournalEntryModel.objects.create( posted=False, description=f"Payment for Invoice {invoice_model}", ledger=ledger, locked=False, origin="Payment", ) quotation.payment_id = journal_entry.pk quotation.is_approved = True date = datetime.datetime.now() quotation.date_draft = date invoice_model.date_draft = date invoice_model.save() quotation.save() if not invoice_model.can_review(): messages.error(request, "Quotation is not ready for review") return redirect("quotation_detail", pk=pk) invoice_model.mark_as_review() invoice_model.date_in_review = date quotation.date_in_review = date quotation.status = "In Review" invoice_model.save() quotation.save() # elif status == "approved": # if qoutation.status == "Approved": # messages.error(request, "Quotation is already approved") # return redirect("quotation_detail", pk=pk) # invoice_model = invoice_model.filter(date_in_review=qoutation.date_in_review).first() # if not invoice_model.can_approve(): # messages.error(request, "Quotation is not ready for approval") # return redirect("quotation_detail", pk=pk) # invoice_model.mark_as_approved(entity_slug=entity.slug, user_model=request.user.dealer.get_root_dealer.user) # invoice_model.date_approved = date # qoutation.date_approved = date # invoice_model.save() # qoutation.status = "Approved" # qoutation.save() # messages.success(request, _("Quotation Approved")) # ledger = entity.create_ledger( # name=f"Payment Ledger for Invoice {invoice_model}", # posted=True # ) # entity_unit,created = EntityUnitModel.objects.get_or_create( # name="Sales Department", # entity=entity, # document_prefix="SD" # ) # journal_entry = JournalEntryModel.objects.create( # entity_unit=entity_unit, # posted=False, # description=f"Payment for Invoice {invoice_model}", # ledger=ledger, # locked=False, # origin="Payment", # ) # accounts_receivable = coa_qs.first().get_coa_accounts().filter(name="Accounts Receivable").first() # if not accounts_receivable: # accounts_receivable = entity.create_account( # code="AR", # role="asset", # name="Accounts Receivable", # coa_model=coa_qs.first(), # balance_type="credit" # ) # TransactionModel.objects.create( # journal_entry=journal_entry, # account=cash_account.first(), # Debit Cash # amount=invoice_model.amount_due, # Payment amount # tx_type='debit', # description="Payment Received", # ) # TransactionModel.objects.create( # journal_entry=journal_entry, # account=accounts_receivable, # Credit Accounts Receivable # amount=invoice_model.amount_due, # Payment amount # tx_type='credit', # description="Payment Received", # ) # invoice_model.mark_as_review() # print("reviewed") # invoice_model.mark_as_approved(entity_slug=entity.slug, user_model=request.user.dealer.get_root_dealer.user) # print("approved") # invoice_model.mark_as_paid(entity_slug=entity.slug, user_model=request.user.dealer.get_root_dealer.user) # print("paid") # invoice_model.save() messages.success(request, "Invoice created") return redirect("quotation_detail", pk=pk) # return redirect('django_ledger:invoice-detail', entity_slug=quotation.entity.slug, invoice_pk=invoice.uuid) @login_required def post_quotation(request, pk): qoutation = get_object_or_404(models.SaleQuotation, pk=pk) dealer = request.user.dealer entity = dealer.entity if qoutation.posted: messages.error(request, "Quotation is already posted") return redirect("quotation_detail", pk=pk) coa_qs, coa_map = entity.get_all_coa_accounts() cash_account = coa_qs.first().get_coa_accounts().filter(name="Cash") recivable_account = ( coa_qs.first().get_coa_accounts().filter(name="Accounts Receivable") ) customer = ( entity.get_customers() .filter(customer_name=qoutation.customer.get_full_name) .first() ) invoice_model = ( entity.get_invoices() .filter(customer=customer, date_paid=qoutation.date_paid) .first() ) ledger = ( entity.get_ledgers() .filter(name=f"Payment Ledger for Invoice {invoice_model}") .first() ) return # if not ledger: # ledger = entity.create_ledger(name=f"Payment Ledger for Invoice {invoice_model}",posted=True) # entity_unit,created = EntityUnitModel.objects.get_or_create( # name="Sales Department", # entity=entity, # document_prefix="SD" # ) # journal_entry = JournalEntryModel.objects.create( # entity_unit=entity_unit, # posted=False, # description=f"Payment for Invoice {invoice_model}", # ledger=ledger, # locked=False, # origin="Payment", # ) # TransactionModel.objects.create( # journal_entry=journal_entry, # account=cash_account.first(), # Debit Cash # amount=invoice_model.amount_due, # Payment amount # tx_type='debit', # description="Payment Received", # ) # TransactionModel.objects.create( # journal_entry=journal_entry, # account=recivable_account.first(), # Credit Accounts Receivable # amount=invoice_model.amount_due, # Payment amount # tx_type='credit', # description="Payment Received", # ) # journal_entry.posted = True # qoutation.posted = True # qoutation.save() # journal_entry.save() # messages.success(request, "Invoice posted") # return redirect("quotation_detail", pk=pk) @login_required def mark_quotation(request, pk): qoutation = get_object_or_404(models.SaleQuotation, pk=pk) status = request.GET.get("status") dealer = request.user.dealer entity = dealer.entity date = datetime.datetime.now() customer = ( entity.get_customers() .filter(customer_name=qoutation.customer.get_full_name) .first() ) invoice_model = entity.get_invoices().filter(customer=customer) if status == "approved": if qoutation.status == "Approved": messages.error(request, "Quotation is already approved") return redirect("quotation_detail", pk=pk) invoice_model = invoice_model.filter( date_in_review=qoutation.date_in_review ).first() if not invoice_model.can_approve(): messages.error(request, "Quotation is not ready for approval") return redirect("quotation_detail", pk=pk) invoice_model.mark_as_approved( entity_slug=entity.slug, user_model=request.user.dealer ) invoice_model.date_approved = date qoutation.date_approved = date invoice_model.save() qoutation.status = "Approved" qoutation.save() for car in qoutation.quotation_cars.all(): car.car.status = "reserved" car.car.save() messages.success(request, _("Quotation Approved")) elif status == "paid": if qoutation.status == "Paid": messages.error(request, "Quotation is already paid") return redirect("quotation_detail", pk=pk) invoice_model = invoice_model.filter( date_approved=qoutation.date_approved ).first() if not invoice_model.can_pay(): messages.error(request, "Quotation is not ready for payment") return redirect("quotation_detail", pk=pk) invoice_model.mark_as_paid( entity_slug=entity.slug, user_model=request.user.dealer ) invoice_model.date_paid = date qoutation.date_paid = date invoice_model.save() qoutation.status = "Paid" qoutation.save() messages.success(request, _("Quotation Paid")) return redirect("quotation_detail", pk=pk) @login_required def confirm_quotation(request, pk): quotation = get_object_or_404(models.SaleQuotation, pk=pk) if quotation.is_approved: messages.error(request, _("Quotation already approved.")) return redirect("quotation_detail", pk=pk) try: # quotation.confirm() # quotation_cars = quotation.quotation_cars.annotate(total_price=F('car__total') * F('quantity')) # total = quotation.quotation_cars.aggregate(total_price=Sum(F('car__finances__selling_price') * F('quantity'))) models.SalesOrder.objects.create( quotation=quotation, total_amount=quotation.total_vat, # total_amount=quotation.quotation_cars.aggregate(Sum("total_amount"))["total_amount__sum"], ) quotation.is_approved = True quotation.save() messages.success(request, _("Quotation confirmed and sales order created.")) except ValueError as e: messages.error(request, str(e)) return redirect("quotation_detail", pk=pk) class SalesOrderDetailView(LoginRequiredMixin, DetailView): model = models.SalesOrder template_name = "sales/sales_order_detail.html" context_object_name = "sales_order" slug_field = "order_id" slug_url_kwarg = "order_id" # Users class UserListView(LoginRequiredMixin, ListView): model = models.Staff context_object_name = "users" paginate_by = 10 template_name = "users/user_list.html" class UserDetailView(LoginRequiredMixin, DetailView): model = models.Staff template_name = "users/user_detail.html" context_object_name = "user_" class UserCreateView( LoginRequiredMixin, SuccessMessageMixin, CreateView, ): model = models.Staff form_class = forms.StaffForm template_name = "users/user_form.html" success_url = reverse_lazy("user_list") success_message = _("User created successfully.") def form_valid(self, form): form.instance.dealer = self.request.user.dealer email = form.cleaned_data["email"] password = "Tenhal@123" user = User.objects.create_user(username=email, email=email, password=password) staff = form.save(commit=False) staff.user = user staff.save() return super().form_valid(form) class UserUpdateView( LoginRequiredMixin, SuccessMessageMixin, UpdateView, ): model = models.Staff form_class = forms.StaffForm template_name = "users/user_form.html" success_url = reverse_lazy("user_list") success_message = _("User updated successfully.") def get_form_kwargs(self): kwargs = super().get_form_kwargs() kwargs["instance"] = self.get_object() # Pass the Staff instance to the form return kwargs def UserDeleteview(request, pk): user = get_object_or_404(models.Staff, pk=pk) user.delete() messages.success(request, _("User deleted successfully.")) return redirect("user_list") # errors def custom_page_not_found_view(request, exception): return render(request, "errors/404.html", {}) def custom_error_view(request, exception=None): return render(request, "errors/500.html", {}) def custom_permission_denied_view(request, exception=None): return render(request, "errors/403.html", {}) def custom_bad_request_view(request, exception=None): return render(request, "errors/400.html", {}) class OrganizationListView(LoginRequiredMixin, ListView): model = models.Organization template_name = "organizations/organization_list.html" context_object_name = "organizations" paginate_by = 10 class OrganizationDetailView(DetailView): model = models.Organization template_name = "organizations/organization_detail.html" context_object_name = "organization" class OrganizationCreateView(LoginRequiredMixin, SuccessMessageMixin, CreateView): model = models.Organization form_class = forms.OrganizationForm template_name = "organizations/organization_form.html" success_url = reverse_lazy("organization_list") success_message = "Organization created successfully." def form_valid(self, form): if form.is_valid(): form.instance.dealer = self.request.user.dealer form.save() return super().form_valid(form) else: return form.errors class OrganizationUpdateView(LoginRequiredMixin, SuccessMessageMixin, UpdateView): model = models.Organization form_class = forms.OrganizationForm template_name = "organizations/organization_form.html" success_url = reverse_lazy("organization_list") success_message = "Organization updated successfully." class OrganizationDeleteView(LoginRequiredMixin, SuccessMessageMixin, DeleteView): model = models.Organization template_name = "organizations/organization_confirm_delete.html" success_url = reverse_lazy("organization_list") success_message = "Organization deleted successfully." class RepresentativeListView(LoginRequiredMixin, ListView): model = models.Representative template_name = "representatives/representative_list.html" context_object_name = "representatives" class RepresentativeDetailView(DetailView): model = models.Representative template_name = "representatives/representative_detail.html" context_object_name = "representative" class RepresentativeCreateView(LoginRequiredMixin, SuccessMessageMixin, CreateView): model = models.Representative form_class = forms.RepresentativeForm template_name = "representatives/representative_form.html" success_url = reverse_lazy("representative_list") success_message = "Representative created successfully." def form_valid(self, form): if form.is_valid(): form.instance.dealer = self.request.user.dealer form.save() return super().form_valid(form) else: return form.errors class RepresentativeUpdateView(LoginRequiredMixin, SuccessMessageMixin, UpdateView): model = models.Representative form_class = forms.RepresentativeForm template_name = "representatives/representative_form.html" success_url = reverse_lazy("representative_list") success_message = "Representative updated successfully." class RepresentativeDeleteView(LoginRequiredMixin, SuccessMessageMixin, DeleteView): model = models.Representative template_name = "representatives/representative_confirm_delete.html" success_url = reverse_lazy("representative_list") success_message = "Representative deleted successfully." # def quotation_pdf_view(request, pk): # # Get the quotation object # quotation = models.SaleQuotation.objects.get(pk=pk) # # # Render the HTML template for the quotation page # context = { # "quotation": quotation, # } # context_result = get_calculations(quotation) # context = context.update(context_result) # # html_content = render_to_string("sales/quotation_pdf.html", context) # # # Create a PDF file # # pdf_file = HTML(string=html_content).render() # # # Save the PDF file to a file # with open("quotation.pdf", "wb") as f: # f.write(pdf_file.write_pdf()) # # # Return the PDF file as a response # return HttpResponse(pdf_file, content_type="application/pdf") @login_required def download_quotation_pdf(request, quotation_id): try: # Retrieve the quotation object quotation = models.SaleQuotation.objects.get(id=quotation_id) cars = models.SaleQuotationCar.objects.get(id=quotation_id) print(cars) services = cars.finance.additional_services.all() print(services) # Create a response object response = HttpResponse(content_type="application/pdf") response["Content-Disposition"] = ( f'attachment; filename="quotation_{quotation.id}.pdf"' ) # Call the PDF generation function # generate_quotation_pdf(response, quotation, services) return response except models.SaleQuotation.DoesNotExist: return HttpResponse("Quotation not found", status=404) @login_required def invoice_detail(request, pk): quotation = get_object_or_404(models.SaleQuotation, pk=pk) dealer = request.user.dealer entity = dealer.entity customer = ( entity.get_customers() .filter(customer_name=quotation.customer.get_full_name) .first() ) invoice_model = entity.get_invoices() invoice = invoice_model.filter( customer=customer, date_draft=quotation.date_draft ).first() return redirect("quotation_detail", pk=pk) @login_required def payment_invoice(request, pk): quotation = get_object_or_404(models.SaleQuotation, pk=pk) dealer = request.user.dealer entity = dealer.entity customer = ( entity.get_customers() .filter(customer_name=quotation.customer.get_full_name) .first() ) invoice_model = entity.get_invoices() invoice = invoice_model.filter( customer=customer, date_draft=quotation.date_draft ).first() return redirect("quotation_detail", pk=pk) # class PaymentCreateView(LoginRequiredMixin, SuccessMessageMixin, CreateView): # model = models.Payment # form_class = forms.PaymentForm # template_name = "sales/payments/payment_form.html" # success_url = reverse_lazy("quotation_list") # success_message = "Payment created successfully." # def form_valid(self, form): # quotation = get_object_or_404(models.SaleQuotation, pk=self.kwargs["pk"]) # form.instance.quotation = quotation # form.save() # return super().form_valid(form) # def get_context_data(self, **kwargs): # context = super().get_context_data(**kwargs) # context["quotation"] = get_object_or_404(models.SaleQuotation, pk=self.kwargs["pk"]) # return context def payment_create(request, pk): quotation = get_object_or_404(models.SaleQuotation, pk=pk) dealer = get_user_type(request) if request.method == "POST": form = forms.PaymentForm(request.POST) if form.is_valid(): form.instance.quotation = quotation insatnce = form.save() dealer = dealer entity = dealer.entity customer = ( entity.get_customers() .filter(customer_name=quotation.customer.get_full_name) .first() ) coa_qs, coa_map = entity.get_all_coa_accounts() cash_account = coa_qs.first().get_coa_accounts().filter(name="Cash") recivable_account = ( coa_qs.first().get_coa_accounts().filter(name="Accounts Receivable") ) journal_entry = JournalEntryModel.objects.filter( pk=quotation.payment_id ).first() TransactionModel.objects.create( journal_entry=journal_entry, account=cash_account.first(), # Debit Cash amount=insatnce.amount, # Payment amount tx_type="debit", description="Payment Received", ) TransactionModel.objects.create( journal_entry=journal_entry, account=recivable_account.first(), # Credit Accounts Receivable amount=insatnce.amount, # Payment amount tx_type="credit", description="Payment Received", ) journal_entry.posted = True quotation.posted = True quotation.save() journal_entry.save() invoice_model = ( entity.get_invoices() .filter(date_approved=quotation.date_approved) .first() ) invoice_model.mark_as_paid( entity_slug=entity.slug, user_model=request.user.dealer ) date = timezone.now() invoice_model.date_paid = date quotation.date_paid = date invoice_model.save() quotation.status = "Paid" quotation.save() messages.success(request, "Payment created successfully.") return redirect("quotation_detail", pk=pk) else: form = forms.PaymentForm() return render( request, "sales/payments/payment_create.html", {"quotation": quotation, "form": form}, ) # Ledger # BANK ACCOUNT class BankAccountListView(LoginRequiredMixin, ListView): model = BankAccountModel template_name = "ledger/bank_accounts/bank_account_list.html" context_object_name = "bank_accounts" def get_queryset(self): return BankAccountModel.objects.filter( entity_model=self.request.user.dealer.entity ) class BankAccountCreateView(LoginRequiredMixin, SuccessMessageMixin, CreateView): model = BankAccountModel form_class = BankAccountCreateForm template_name = "ledger/bank_accounts/bank_account_form.html" success_url = reverse_lazy("bank_account_list") success_message = "Bank account created successfully." def form_valid(self, form): form.instance.entity_model = self.request.user.dealer.entity return super().form_valid(form) def get_form_kwargs(self): """ Override this method to pass additional keyword arguments to the form. """ entity = self.request.user.dealer.entity kwargs = super().get_form_kwargs() kwargs["entity_slug"] = entity.slug # Get entity_slug from URL kwargs["user_model"] = entity.admin # Get user_model from the request return kwargs class BankAccountDetailView(LoginRequiredMixin, DetailView): model = BankAccountModel template_name = "ledger/bank_accounts/bank_account_detail.html" context_object_name = "bank_account" class BankAccountUpdateView(LoginRequiredMixin, SuccessMessageMixin, UpdateView): model = BankAccountModel form_class = BankAccountUpdateForm template_name = "ledger/bank_accounts/bank_account_form.html" success_url = reverse_lazy("bank_account_list") success_message = "Bank account updated successfully." def get_form_kwargs(self): """ Override this method to pass additional keyword arguments to the form. """ entity = self.request.user.dealer.entity kwargs = super().get_form_kwargs() kwargs["entity_slug"] = entity.slug # Get entity_slug from URL kwargs["user_model"] = entity.admin # Get user_model from the request return kwargs @login_required def bank_account_delete(request, pk): bank_account = get_object_or_404(BankAccountModel, pk=pk) if request.method == "POST": bank_account.delete() messages.success(request, "Bank account deleted successfully.") return redirect("bank_account_list") return render( request, "ledger/bank_accounts/bank_account_delete.html", {"bank_account": bank_account}, ) # Accounts class AccountListView(LoginRequiredMixin, ListView): model = AccountModel template_name = "ledger/coa_accounts/account_list.html" context_object_name = "accounts" paginate_by = 10 def get_queryset(self): entity = self.request.user.dealer.entity qs = entity.get_all_accounts() paginator = Paginator(qs, 10) page_number = self.request.GET.get("page", 1) # Default to page 1 page_obj = paginator.get_page(page_number) return page_obj class AccountCreateView(LoginRequiredMixin, SuccessMessageMixin, CreateView): model = AccountModel form_class = AccountModelCreateForm template_name = "ledger/coa_accounts/account_form.html" success_url = reverse_lazy("account_list") success_message = "Account created successfully." def form_valid(self, form): form.instance.entity_model = self.request.user.dealer.entity form.instance.depth = 0 return super().form_valid(form) def get_form_kwargs(self): """ Override this method to pass additional keyword arguments to the form. """ entity = self.request.user.dealer.entity kwargs = super().get_form_kwargs() kwargs["coa_model"] = entity.get_default_coa() return kwargs class AccountDetailView(LoginRequiredMixin, DetailView): model = AccountModel template_name = "ledger/coa_accounts/account_detail.html" context_object_name = "account" class AccountUpdateView(LoginRequiredMixin, SuccessMessageMixin, UpdateView): model = AccountModel form_class = AccountModelUpdateForm template_name = "ledger/coa_accounts/account_form.html" success_url = reverse_lazy("account_list") success_message = "Account updated successfully." @login_required def account_delete(request, pk): account = get_object_or_404(AccountModel, pk=pk) if request.method == "POST": account.delete() messages.success(request, "Account deleted successfully.") return redirect("account_list") return render( request, "ledger/coa_accounts/account_delete.html", {"account": account} ) # Estimates class EstimateListView(LoginRequiredMixin, ListView): model = EstimateModel template_name = "sales/estimates/estimate_list.html" context_object_name = "estimates" def get_queryset(self): entity = self.request.user.dealer.entity return entity.get_estimates() # class EstimateCreateView(LoginRequiredMixin, SuccessMessageMixin, CreateView): # model = EstimateModel # form_class = EstimateModelCreateForm # template_name = "sales/estimates/estimate_form.html" # success_url = reverse_lazy("estimate_list") # success_message = "Estimate created successfully." # def get_form_kwargs(self): # """ # Override this method to pass additional keyword arguments to the form. # """ # entity = self.request.user.dealer.entity # kwargs = super().get_form_kwargs() # kwargs['entity_slug'] = entity.slug # kwargs['user_model'] = entity.admin # return kwargs # def get_context_data(self, **kwargs): # entity = self.request.user.dealer.entity # kwargs['items'] = entity.get_items_all() # return super().get_context_data(**kwargs) # def get_customer_queryset(self): # entity = self.request.user.dealer.entity # return entity.get_customer_queryset() # def form_valid(self, form): # form.instance.entity = self.request.user.dealer.entity # return super().form_valid(form) # @csrf_exempt @login_required def create_estimate(request): dealer = get_user_type(request) entity = dealer.entity if request.method == "POST": # try: data = json.loads(request.body) title = data.get("title") customer_id = data.get("customer") terms = data.get("terms") customer = entity.get_customers().filter(pk=customer_id).first() items = data.get("item", []) quantities = data.get("quantity", []) if not all([items, quantities]): return JsonResponse( {"status": "error", "message": "Items and Quantities are required"}, status=400, ) if isinstance(quantities, list): if "0" in quantities: return JsonResponse( {"status": "error", "message": "Quantity must be greater than zero"} ) else: if int(quantities) <= 0: return JsonResponse( {"status": "error", "message": "Quantity must be greater than zero"} ) estimate = entity.create_estimate( estimate_title=title, customer_model=customer, contract_terms=terms ) if isinstance(items, list): item_quantity_map = {} for item, quantity in zip(items, quantities): if item in item_quantity_map: item_quantity_map[item] += int(quantity) else: item_quantity_map[item] = int(quantity) item_list = list(item_quantity_map.keys()) quantity_list = list(item_quantity_map.values()) items_list = [ {"item_id": item_list[i], "quantity": quantity_list[i]} for i in range(len(item_list)) ] items_txs = [] for item in items_list: item_instance = ItemModel.objects.get(pk=item.get("item_id")) car_instance = models.Car.objects.get(vin=item_instance.name) items_txs.append( { "item_number": item_instance.item_number, "quantity": float(item.get("quantity")), "unit_cost": car_instance.finances.cost_price, "unit_revenue": car_instance.finances.selling_price, "total_amount": car_instance.finances.cost_price * int(item.get("quantity")), } ) estimate_itemtxs = { item.get("item_number"): { "unit_cost": item.get("unit_cost"), "unit_revenue": item.get("unit_revenue"), "quantity": item.get("quantity"), "total_amount": item.get("total_amount"), } for item in items_txs } else: item = entity.get_items_all().filter(pk=items).first() instance = models.Car.objects.get(vin=item.name) estimate_itemtxs = { item.item_number: { "unit_cost": instance.finances.cost_price, "unit_revenue": instance.finances.selling_price, "quantity": float(quantities), "total_amount": instance.finances.total * int(quantities), } } estimate.migrate_itemtxs( itemtxs=estimate_itemtxs, commit=True, operation=EstimateModel.ITEMIZE_APPEND, ) if isinstance(items, list): for item in items: item_instance = ItemModel.objects.get(pk=item) instance = models.Car.objects.get(vin=item_instance.name) response = reserve_car(instance, request) else: item_instance = ItemModel.objects.get(pk=items) instance = models.Car.objects.get(vin=item_instance.name) response = reserve_car(instance, request) url = reverse("estimate_detail", kwargs={"pk": estimate.pk}) return JsonResponse( { "status": "success", "message": "Estimate created successfully!", "url": f"{url}", } ) # except Exception as e: # return JsonResponse( # { # "status": "error", # "message": f"An error occurred while processing the request: {str(e)}", # }, # status=400, # ) form = EstimateModelCreateForm(entity_slug=entity.slug, user_model=entity.admin) car_list = models.Car.objects.filter( dealer=dealer, finances__selling_price__gt=0 ).exclude(status="reserved") context = { "form": form, "items": [ { "car": x, "product": entity.get_items_all() .filter(item_role=ItemModel.ITEM_ROLE_PRODUCT, name=x.vin) .first(), } for x in car_list ], } return render(request, "sales/estimates/estimate_form.html", context) class EstimateDetailView(LoginRequiredMixin, DetailView): model = EstimateModel template_name = "sales/estimates/estimate_detail.html" context_object_name = "estimate" def get_context_data(self, **kwargs): estimate = kwargs.get("object") if estimate.get_itemtxs_data(): total = sum( ( x.ce_revenue_estimate - models.Car.objects.get( vin=x.item_model.name ).finances.discount_amount ) for x in estimate.get_itemtxs_data()[0].all() ) vat = models.VatRate.objects.filter(is_active=True).first() # Calculate VAT and total with 2 decimal places vat_amount = round(total * vat.vat_rate, 2) # Round to 2 decimal places grand_total = round( (total * vat.vat_rate) + total, 2 ) # Round to 2 decimal places # Add values to the context kwargs["vat_amount"] = vat_amount kwargs["total"] = grand_total kwargs["vat"] = vat.rate kwargs["invoice"] = ( InvoiceModel.objects.all().filter(ce_model=estimate).first() ) return super().get_context_data(**kwargs) class PaymentRequest(LoginRequiredMixin, DetailView): model = EstimateModel template_name = "sales/estimates/payment_request_detail.html" context_object_name = "estimate" def get_context_data(self, **kwargs): context = super().get_context_data(**kwargs) context["cars"] = [ models.Car.objects.get(vin=car.item_model.name) for car in context["estimate"].get_itemtxs_data()[0].all() ] return context 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 == "approved": 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() messages.success(request, "Estimate approved successfully.") elif mark == "rejected": if not estimate.can_cancel(): messages.error(request, "Estimate is not ready for rejection") return redirect("estimate_detail", pk=estimate.pk) estimate.mark_as_canceled() messages.success(request, "Estimate canceled successfully.") 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" context_object_name = "invoices" def get_queryset(self): dealer = get_user_type(self.request) entity = dealer.entity return entity.get_invoices() class InvoiceDetailView(LoginRequiredMixin, DetailView): model = InvoiceModel template_name = "sales/invoices/invoice_detail.html" context_object_name = "invoice" def get_context_data(self, **kwargs): invoice = kwargs.get("object") if invoice.get_itemtxs_data(): 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["vat_amount"] = total * vat.vat_rate kwargs["total"] = (total * vat.vat_rate) + total kwargs["vat"] = vat.rate kwargs["payments"] = JournalEntryModel.objects.filter( ledger=invoice.ledger ).all() return super().get_context_data(**kwargs) @login_required def invoice_mark_as(request, pk): invoice = get_object_or_404(InvoiceModel, pk=pk) entity = EntityModel.objects.first() # will change later user = entity.admin mark = request.GET.get("mark") if mark: if mark == "accept": if not invoice.can_approve(): messages.error(request, "invoice is not ready for approval") 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 invoice_create(request, pk): estimate = get_object_or_404(EstimateModel, pk=pk) entity = request.user.dealer.entity 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() 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_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) class InvoicePreviewView(LoginRequiredMixin, DetailView): model = InvoiceModel context_object_name = "invoice" template_name = "sales/invoices/invoice_preview.html" def get_context_data(self, **kwargs): invoice = kwargs.get("object") if invoice.get_itemtxs_data(): 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["vat_amount"] = total * vat.vat_rate kwargs["total"] = (total * vat.vat_rate) + total kwargs["vat"] = vat.rate 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) if ( invoice.amount_due == invoice.amount_paid or invoice.invoice_status == "paid" ): messages.error(request, "Invoice is already fully paid") return redirect("invoice_detail", pk=invoice.pk) ledger = None 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() if invoice.amount_due == invoice.amount_paid: invoice.mark_as_paid( entity_slug=entity.slug, user_model=entity.admin ) 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): dealer = get_user_type(request) entity = 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" context_object_name = "logs" paginate_by = 10 def get_queryset(self): queryset = super().get_queryset() if "user" in self.request.GET: queryset = queryset.filter(user__email=self.request.GET["user"]) return queryset # email def send_email_view(request, pk): estimate = get_object_or_404(EstimateModel, pk=pk) if request.method == "POST": # if not estimate.can_review(): # messages.error(request, "Estimate is not ready for review") # return redirect("estimate_detail", pk=estimate.pk) if not estimate.get_itemtxs_data()[0]: messages.error(request, "Estimate has no items") return redirect("estimate_detail", pk=estimate.pk) send_email( "manager@tenhal.com", request.POST.get("to"), request.POST.get("subject"), request.POST.get("message"), ) # estimate.mark_as_review() messages.success(request, "Email sent successfully!") return redirect("estimate_detail", pk=estimate.pk) link = reverse_lazy("estimate_preview", kwargs={"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. 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. Estimate Link: {link} شكراً لاهتمامكم بهذا الأمر. Thank you for your attention to this matter. تحياتي, Best regards, [Your Name] [Your Position] [Your Company] [Your Contact Information] """ return render( request, "sales/estimates/estimate_send.html", {"estimate": estimate, "message": msg}, ) # CRM RELATED VIEWS def create_lead(request, pk): customer = get_object_or_404(models.Customer, pk=pk) if customer.is_lead: messages.warning(request, _("Customer is already a lead.")) else: customer.is_lead = True customer.save() messages.success(request, _("Customer successfully marked as a lead.")) return redirect(reverse("customer_detail", kwargs={"pk": customer.pk})) class LeadListView(ListView): model = models.Customer template_name = "crm/lead_list.html" context_object_name = "customers" def get_queryset(self): query = self.request.GET.get("q") dealer = get_user_type(self.request) customers = models.Customer.objects.filter(dealer=dealer, is_lead=True) if query: customers = customers.filter( Q(national_id__icontains=query) | Q(first_name__icontains=query) | Q(last_name__icontains=query) ) return customers def get_context_data(self, **kwargs): context = super().get_context_data(**kwargs) context["query"] = self.request.GET.get("q", "") return context class OpportunityCreateView(CreateView): model = models.Opportunity form_class = forms.OpportunityForm template_name = "crm/opportunity_form.html" def get_context_data(self, **kwargs): context = super().get_context_data(**kwargs) context["customer"] = models.Customer.objects.get(pk=self.kwargs["customer_id"]) context["cars"] = models.Car.objects.all() return context def form_valid(self, form): form.instance.customer = models.Customer.objects.get( pk=self.kwargs["customer_id"] ) form.instance.created_by = self.request.user.staff return super().form_valid(form) def get_success_url(self): return reverse_lazy("opportunity_detail", kwargs={"pk": self.object.pk}) class OpportunityUpdateView(UpdateView): model = models.Opportunity form_class = forms.OpportunityForm template_name = "crm/opportunity_form.html" def get_success_url(self): return reverse_lazy("opportunity_detail", kwargs={"pk": self.object.pk}) class OpportunityDetailView(DetailView): model = models.Opportunity template_name = "crm/opportunity_detail.html" context_object_name = "opportunity" class OpportunityListView(ListView): model = models.Opportunity template_name = "crm/opportunity_list.html" context_object_name = "opportunities" @login_required def delete_opportunity(request, pk): opportunity = get_object_or_404(models.Opportunity, pk=pk) opportunity.delete() messages.success(request, _("Opportunity deleted successfully.")) return redirect("opportunity_list") class OpportunityLogsView(LoginRequiredMixin, ListView): model = models.OpportunityLog template_name = "crm/opportunity_logs.html" context_object_name = "logs" def get_queryset(self): opportunity_id = self.kwargs["pk"] return models.OpportunityLog.objects.filter( opportunity_id=opportunity_id ).order_by("-created_at") def get_context_data(self, **kwargs): context = super().get_context_data(**kwargs) context["opportunity"] = models.Opportunity.objects.get(pk=self.kwargs["pk"]) return context class NotificationListView(LoginRequiredMixin, ListView): model = models.Notification template_name = "notifications_history.html" context_object_name = "notifications" paginate_by = 10 def get_queryset(self): return models.Notification.objects.filter(user=self.request.user).order_by( "-created_at" ) @login_required def mark_notification_as_read(request, pk): notification = get_object_or_404(models.Notification, pk=pk, user=request.user) notification.is_read = True notification.save() messages.success(request, _("Notification marked as read.")) return redirect("notifications_history") @login_required def fetch_notifications(request): notifications = models.Notification.objects.filter( user=request.user, is_read=False ).order_by("-created_at") notifications_data = [ { "id": notification.id, "message": notification.message, "created_at": notification.created_at.strftime("%Y-%m-%d %H:%M:%S"), } for notification in notifications ] return JsonResponse({"notifications": notifications_data}) class ItemServiceCreateView(CreateView): model = ItemModel form_class = ServiceCreateForm template_name = "items/service/service_create.html" success_url = reverse_lazy("item_service_list") def get_form_kwargs(self): kwargs = super().get_form_kwargs() kwargs["entity_slug"] = self.request.user.dealer.entity.slug kwargs["user_model"] = self.request.user.dealer.entity.admin return kwargs def form_valid(self, form): form.instance.entity = self.request.user.dealer.entity return super().form_valid(form) class ItemServiceListView(ListView): model = ItemModel template_name = "items/service/service_list.html" context_object_name = "services" def get_queryset(self): dealer = get_user_type(self.request) items = dealer.entity.get_items_services() return items class SubscriptionPlans(ListView): model = models.SubscriptionPlan template_name = "subscriptions/subscription_plan.html" context_object_name = "plans"