haikal/templates/crm/opportunities/opportunity_form.html

217 lines
12 KiB
HTML

{% extends 'base.html' %}
{% load i18n static widget_tweaks custom_filters %}
{% block title %}
{% if object %}
{% trans 'Update Opportunity' %}
{% else %}
{% trans 'Add New Opportunity' %}
{% endif %}
{% endblock %}
{% block content %}
<div class="container-fluid mt-4 mb-3">
<div class="row g-3 mb-4 align-items-center">
<div class="col">
<h2 class="mb-0">
{% if form.instance.pk %}
{% trans "Edit Opportunity" %}
{% else %}
{% trans "Create New Opportunity" %}
{% endif %}
</h2>
</div>
<div class="col-auto">
<a href="{% url 'opportunity_list' request.dealer.slug %}"
class="btn btn-phoenix-secondary">
<span class="fas fa-arrow-left me-2"></span>{% trans "Back to list" %}
</a>
</div>
</div>
<div class="row g-3">
<div class="col-lg-8">
<div class="card">
<div class="card-body p-4 p-sm-5">
<form method="post" enctype="multipart/form-data">
{% csrf_token %}
{% if form.non_field_errors %}
<div class="alert alert-danger">{{ form.non_field_errors }}</div>
{% endif %}
<h5 class="mb-3 text-dark">{% trans "Main Information" %}</h5>
<div class="row g-3 mb-5">
<div class="col-md-6">
<label class="form-label" for="{{ form.lead.id_for_label }}">
{{ form.lead.label }}
<span class="text-danger">*</span>
</label>
{{ form.lead|add_class:"form-control form-select" }}
{% if form.lead.errors %}<div class="invalid-feedback d-block">{{ form.lead.errors }}</div>{% endif %}
</div>
<div class="col-md-6">
<label class="form-label" for="{{ form.car.id_for_label }}">
{{ form.car.label }}
<span class="text-danger">*</span>
</label>
{{ form.car|add_class:"form-control form-select" }}
{% if form.car.errors %}<div class="invalid-feedback d-block">{{ form.car.errors }}</div>{% endif %}
</div>
<div class="col-md-6">
<label class="form-label" for="{{ form.stage.id_for_label }}">
{{ form.stage.label }}
<span class="text-danger">*</span>
</label>
{{ form.stage|add_class:"form-control form-select" }}
{% if form.stage.errors %}<div class="invalid-feedback d-block">{{ form.stage.errors }}</div>{% endif %}
</div>
<div class="col-md-6">
<label class="form-label" for="{{ form.expected_close_date.id_for_label }}">
{{ form.expected_close_date.label }}
</label>
<div class="input-group">
{{ form.expected_close_date|add_class:"form-control" }}
<span class="input-group-text"><span class="far fa-calendar"></span></span>
</div>
{% if form.expected_close_date.errors %}
<div class="invalid-feedback d-block">{{ form.expected_close_date.errors }}</div>
{% endif %}
</div>
</div>
{% comment %}
<div class="mb-5">
<h5 class="mb-3 text-dark">{% trans "Financial Information" %}</h5>
<div class="row g-3">
<div class="col-md-6">
<label class="form-label" for="{{ form.amount.id_for_label }}">
{{ form.amount.label }}
<span class="text-danger">*</span>
</label>
<div class="input-group input-group-lg">
<span class="input-group-text bg-light border-end-0 text-muted">SAR</span>
{{ form.amount|add_class:"form-control border-start-0" }}
</div>
{% if form.amount.errors %}
<div class="invalid-feedback d-block">{{ form.amount.errors }}</div>
{% endif %}
</div>
<div class="col-md-6">
<label class="form-label" for="{{ form.probability.id_for_label }}">
{{ form.probability.label }}
<span class="text-danger">*</span>
</label>
<div class="d-flex align-items-center gap-3">
<input type="range"
name="{{ form.probability.name }}"
id="{{ form.probability.id_for_label }}"
min="0"
max="100"
step="1"
value="{{ form.probability.value|default:'50' }}"
class="form-control form-range"
oninput="updateProbabilityValue(this.value)">
<span id="probability-value" class="badge badge-phoenix fs-6 badge-phoenix-primary">
{{ form.probability.value|default:'50' }}%
</span>
</div>
{% if form.probability.errors %}
<div class="invalid-feedback d-block">{{ form.probability.errors }}</div>
{% endif %}
</div>
<div class="col-12">
<label class="form-label" for="{{ form.expected_revenue.id_for_label }}">
{{ form.expected_revenue.label }}
</label>
<div class="input-group">
<span class="input-group-text">SAR</span>
{{ form.expected_revenue|add_class:"form-control" }}
</div>
{% if form.expected_revenue.errors %}
<div class="invalid-feedback d-block">{{ form.expected_revenue.errors }}</div>
{% endif %}
</div>
</div>
</div>
{% endcomment %}
<div class="d-flex justify-content-end gap-3 mt-4">
<button type="reset" class="btn btn-phoenix-danger px-4">
<span class="fas fa-redo me-1"></span>{% trans "Reset" %}
</button>
<button type="submit" class="btn btn-phoenix-primary px-6">
{% if form.instance.pk %}
<span class="fas fa-save me-1"></span>{% trans "Update" %}
{% else %}
<span class="fas fa-plus me-1"></span>{% trans "Create" %}
{% endif %}
</button>
</div>
</form>
</div>
</div>
</div>
<div class="col-lg-4">
<div class="card">
<div class="card-body p-4">
<h4 class="mb-3">{% trans "Opportunity Guidelines" %}</h4>
<ul class="nav flex-column gap-2 nav-guide">
{% comment %}
<li class="nav-item">
<div class="d-flex align-items-center">
<span class="fas fa-circle text-primary fs-11 me-2"></span>
<span class="text-body-highlight">{% trans "Probability indicates conversion chance" %}</span>
</div>
</li>
{% endcomment %}
<li class="nav-item">
<div class="d-flex align-items-center">
<span class="fas fa-circle text-warning fs-11 me-2"></span>
<span class="text-body-highlight">{% trans "Update stage as deal progresses" %}</span>
</div>
</li>
<li class="nav-item">
<div class="d-flex align-items-center">
<span class="fas fa-circle text-success fs-11 me-2"></span>
<span class="text-body-highlight">{% trans "Set realistic closing dates" %}</span>
</div>
</li>
</ul>
</div>
</div>
</div>
</div>
</div>
{% endblock %}
{% block customJS %}
<script>
function updateProbabilityValue(value) {
const amount = document.getElementById('id_amount');
const expectedRevenue = document.getElementById('id_expected_revenue');
// Check if amount and expectedRevenue fields exist before using them
if (amount && expectedRevenue) {
expectedRevenue.value = (parseFloat(amount.value) * value / 100).toFixed(2);
}
const badge = document.getElementById('probability-value');
if (badge) {
badge.textContent = value + '%';
// Update badge color based on value
if (value >= 75) {
badge.className = 'badge badge-phoenix fs-6 badge-phoenix-success';
} else if (value >= 50) {
badge.className = 'badge badge-phoenix fs-6 badge-phoenix-warning';
} else {
badge.className = 'badge badge-phoenix fs-6 badge-phoenix-danger';
}
}
}
// Initialize on load
document.addEventListener('DOMContentLoaded', function() {
const rangeInput = document.getElementById('{{ form.probability.id_for_label }}');
// Check if rangeInput exists before calling the function
if (rangeInput) {
updateProbabilityValue(rangeInput.value);
}
});
</script>
{% endblock %}