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Flatlogic Bot 2026-02-02 18:25:39 +00:00
parent 473f13fb08
commit 34d6321e11
22 changed files with 1272 additions and 19 deletions
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core/migrations/0016_expensecategory_expense.py Normal file
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# Generated by Django 5.2.7 on 2026-02-02 17:15
import django.db.models.deletion
import django.utils.timezone
from django.conf import settings
from django.db import migrations, models
class Migration(migrations.Migration):
dependencies = [
('core', '0015_userprofile'),
migrations.swappable_dependency(settings.AUTH_USER_MODEL),
]
operations = [
migrations.CreateModel(
name='ExpenseCategory',
fields=[
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
('name_en', models.CharField(max_length=100, verbose_name='Name (English)')),
('name_ar', models.CharField(max_length=100, verbose_name='Name (Arabic)')),
('description', models.TextField(blank=True, verbose_name='Description')),
],
options={
'verbose_name_plural': 'Expense Categories',
},
),
migrations.CreateModel(
name='Expense',
fields=[
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
('amount', models.DecimalField(decimal_places=3, max_digits=15, verbose_name='Amount')),
('date', models.DateField(default=django.utils.timezone.now, verbose_name='Date')),
('description', models.TextField(blank=True, verbose_name='Description')),
('attachment', models.FileField(blank=True, null=True, upload_to='expense_attachments/', verbose_name='Attachment')),
('created_at', models.DateTimeField(auto_now_add=True)),
('created_by', models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='expenses', to=settings.AUTH_USER_MODEL)),
('payment_method', models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='expenses', to='core.paymentmethod')),
('category', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='expenses', to='core.expensecategory')),
],
),
]

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core/models.py
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@ -104,6 +104,30 @@ class PaymentMethod(models.Model):
def __str__(self):
return f"{self.name_en} / {self.name_ar}"
class ExpenseCategory(models.Model):
name_en = models.CharField(_("Name (English)"), max_length=100)
name_ar = models.CharField(_("Name (Arabic)"), max_length=100)
description = models.TextField(_("Description"), blank=True)
class Meta:
verbose_name_plural = _("Expense Categories")
def __str__(self):
return f"{self.name_en} / {self.name_ar}"
class Expense(models.Model):
category = models.ForeignKey(ExpenseCategory, on_delete=models.CASCADE, related_name="expenses")
amount = models.DecimalField(_("Amount"), max_digits=15, decimal_places=3)
date = models.DateField(_("Date"), default=timezone.now)
description = models.TextField(_("Description"), blank=True)
payment_method = models.ForeignKey(PaymentMethod, on_delete=models.SET_NULL, null=True, blank=True, related_name="expenses")
created_by = models.ForeignKey(User, on_delete=models.SET_NULL, null=True, blank=True, related_name="expenses")
attachment = models.FileField(_("Attachment"), upload_to="expense_attachments/", blank=True, null=True)
created_at = models.DateTimeField(auto_now_add=True)
def __str__(self):
return f"Expense {self.id} - {self.amount} ({self.category.name_en})"
class Sale(models.Model):
PAYMENT_TYPE_CHOICES = [
('cash', _('Cash')),

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core/templates/base.html
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@ -121,6 +121,26 @@
</ul>
</li>
<!-- Expenses Group -->
<li class="sidebar-group-header mt-2">
<a href="#expensesSubmenu" data-bs-toggle="collapse" aria-expanded="{% if url_name == 'expenses' or url_name == 'expense_categories' %}true{% else %}false{% endif %}" class="dropdown-toggle-custom">
<span>{% trans "Expenses" %}</span>
<i class="bi bi-chevron-down chevron"></i>
</a>
<ul class="collapse list-unstyled sub-menu {% if url_name == 'expenses' or url_name == 'expense_categories' %}show{% endif %}" id="expensesSubmenu">
<li>
<a href="{% url 'expenses' %}" class="{% if url_name == 'expenses' %}active{% endif %}">
<i class="bi bi-receipt"></i> {% trans "Expense List" %}
</a>
</li>
<li>
<a href="{% url 'expense_categories' %}" class="{% if url_name == 'expense_categories' %}active{% endif %}">
<i class="bi bi-tags"></i> {% trans "Categories" %}
</a>
</li>
</ul>
</li>
<!-- Contacts Group -->
<li class="sidebar-group-header mt-2">
<a href="#contactsSubmenu" data-bs-toggle="collapse" aria-expanded="{% if url_name == 'customers' or url_name == 'suppliers' %}true{% else %}false{% endif %}" class="dropdown-toggle-custom">

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core/templates/core/customers.html
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@ -69,6 +69,7 @@
</tbody>
</table>
</div>
{% include "core/pagination.html" with page_obj=customers %}
</div>
</div>
</div>

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core/templates/core/expense_categories.html Normal file
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{% extends 'base.html' %}
{% load i18n static %}
{% block title %}{% trans "Expense Categories" %} | {{ site_settings.business_name }}{% endblock %}
{% block content %}
<div class="container">
<div class="d-flex justify-content-between align-items-center mb-4">
<div>
<h2 class="fw-bold mb-1">{% trans "Expense Categories" %}</h2>
<nav aria-label="breadcrumb">
<ol class="breadcrumb">
<li class="breadcrumb-item"><a href="{% url 'index' %}">{% trans "Dashboard" %}</a></li>
<li class="breadcrumb-item"><a href="{% url 'expenses' %}">{% trans "Expenses" %}</a></li>
<li class="breadcrumb-item active" aria-current="page">{% trans "Categories" %}</li>
</ol>
</nav>
</div>
<button class="btn btn-primary shadow-sm" data-bs-toggle="modal" data-bs-target="#addCategoryModal">
<i class="bi bi-plus-lg me-2"></i>{% trans "Add Category" %}
</button>
</div>
{% if messages %}
<div class="mb-4">
{% for message in messages %}
<div class="alert alert-{{ message.tags }} alert-dismissible fade show rounded-3" role="alert">
{{ message }}
<button type="button" class="btn-close" data-bs-dismiss="alert" aria-label="Close"></button>
</div>
{% endfor %}
</div>
{% endif %}
<div class="card border-0 shadow-sm rounded-4">
<div class="table-responsive">
<table class="table table-hover align-middle mb-0">
<thead class="bg-light">
<tr>
<th class="ps-4">{% trans "Category Name" %}</th>
<th>{% trans "Description" %}</th>
<th>{% trans "Expenses Count" %}</th>
<th class="text-end pe-4">{% trans "Actions" %}</th>
</tr>
</thead>
<tbody>
{% for category in categories %}
<tr>
<td class="ps-4">
<div class="fw-bold">{{ category.name_en }}</div>
<div class="text-muted small">{{ category.name_ar }}</div>
</td>
<td>{{ category.description|default:"-" }}</td>
<td>
<span class="badge bg-light text-primary rounded-pill px-3">
{{ category.expenses.count }}
</span>
</td>
<td class="text-end pe-4">
<button class="btn btn-sm btn-light rounded-circle me-1"
data-bs-toggle="modal"
data-bs-target="#editCategoryModal"
data-id="{{ category.id }}"
data-name-en="{{ category.name_en }}"
data-name-ar="{{ category.name_ar }}"
data-description="{{ category.description }}">
<i class="bi bi-pencil"></i>
</button>
<button class="btn btn-sm btn-light rounded-circle text-danger" data-bs-toggle="modal" data-bs-target="#deleteModal{{ category.id }}">
<i class="bi bi-trash"></i>
</button>
</td>
</tr>
<!-- Delete Modal -->
<div class="modal fade" id="deleteModal{{ category.id }}" tabindex="-1">
<div class="modal-dialog modal-dialog-centered">
<div class="modal-content border-0 rounded-4">
<div class="modal-header border-0">
<h5 class="modal-title fw-bold">{% trans "Confirm Delete" %}</h5>
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
</div>
<div class="modal-body py-4">
<p class="text-muted">{% trans "Are you sure you want to delete this category?" %}</p>
<h5 class="fw-bold">{{ category.name_en }} / {{ category.name_ar }}</h5>
{% if category.expenses.exists %}
<div class="alert alert-warning mt-3">
<i class="bi bi-exclamation-triangle me-2"></i>
{% trans "This category has active expenses. Delete them first." %}
</div>
{% endif %}
</div>
<div class="modal-footer border-0">
<button type="button" class="btn btn-light rounded-3" data-bs-dismiss="modal">{% trans "Cancel" %}</button>
{% if not category.expenses.exists %}
<a href="{% url 'expense_category_delete' category.pk %}" class="btn btn-danger rounded-3 px-4">{% trans "Delete" %}</a>
{% endif %}
</div>
</div>
</div>
</div>
{% empty %}
<tr>
<td colspan="4" class="text-center py-5">
<div class="py-4">
<i class="bi bi-tags text-muted display-1"></i>
<p class="text-muted mt-3">{% trans "No categories found." %}</p>
</div>
</td>
</tr>
{% endfor %}
</tbody>
</table>
</div>
</div>
</div>
<!-- Add Category Modal -->
<div class="modal fade" id="addCategoryModal" tabindex="-1">
<div class="modal-dialog modal-dialog-centered">
<div class="modal-content border-0 rounded-4 shadow">
<div class="modal-header p-4 border-0">
<h5 class="modal-title fw-bold">{% trans "Add Expense Category" %}</h5>
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
</div>
<form action="{% url 'expense_categories' %}" method="post">
{% csrf_token %}
<div class="modal-body p-4">
<div class="mb-3">
<label class="form-label fw-bold">{% trans "Name (English)" %}</label>
<input type="text" name="name_en" class="form-control rounded-3" required>
</div>
<div class="mb-3">
<label class="form-label fw-bold">{% trans "Name (Arabic)" %}</label>
<input type="text" name="name_ar" class="form-control rounded-3" required>
</div>
<div class="mb-0">
<label class="form-label fw-bold">{% trans "Description" %}</label>
<textarea name="description" class="form-control rounded-3" rows="3"></textarea>
</div>
</div>
<div class="modal-footer p-4 border-0">
<button type="button" class="btn btn-light rounded-3 px-4" data-bs-dismiss="modal">{% trans "Cancel" %}</button>
<button type="submit" class="btn btn-primary rounded-3 px-4">{% trans "Save Category" %}</button>
</div>
</form>
</div>
</div>
</div>
<!-- Edit Category Modal -->
<div class="modal fade" id="editCategoryModal" tabindex="-1">
<div class="modal-dialog modal-dialog-centered">
<div class="modal-content border-0 rounded-4 shadow">
<div class="modal-header p-4 border-0">
<h5 class="modal-title fw-bold">{% trans "Edit Expense Category" %}</h5>
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
</div>
<form action="{% url 'expense_categories' %}" method="post">
{% csrf_token %}
<input type="hidden" name="category_id" id="edit_category_id">
<div class="modal-body p-4">
<div class="mb-3">
<label class="form-label fw-bold">{% trans "Name (English)" %}</label>
<input type="text" name="name_en" id="edit_name_en" class="form-control rounded-3" required>
</div>
<div class="mb-3">
<label class="form-label fw-bold">{% trans "Name (Arabic)" %}</label>
<input type="text" name="name_ar" id="edit_name_ar" class="form-control rounded-3" required>
</div>
<div class="mb-0">
<label class="form-label fw-bold">{% trans "Description" %}</label>
<textarea name="description" id="edit_description" class="form-control rounded-3" rows="3"></textarea>
</div>
</div>
<div class="modal-footer p-4 border-0">
<button type="button" class="btn btn-light rounded-3 px-4" data-bs-dismiss="modal">{% trans "Cancel" %}</button>
<button type="submit" class="btn btn-primary rounded-3 px-4">{% trans "Update Category" %}</button>
</div>
</form>
</div>
</div>
</div>
<script>
const editCategoryModal = document.getElementById('editCategoryModal');
if (editCategoryModal) {
editCategoryModal.addEventListener('show.bs.modal', event => {
const button = event.relatedTarget;
const id = button.getAttribute('data-id');
const nameEn = button.getAttribute('data-name-en');
const nameAr = button.getAttribute('data-name-ar');
const description = button.getAttribute('data-description');
document.getElementById('edit_category_id').value = id;
document.getElementById('edit_name_en').value = nameEn;
document.getElementById('edit_name_ar').value = nameAr;
document.getElementById('edit_description').value = description;
});
}
</script>
{% endblock %}

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core/templates/core/expenses.html Normal file
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{% extends 'base.html' %}
{% load i18n static %}
{% block title %}{% trans "Expenses" %} | {{ site_settings.business_name }}{% endblock %}
{% block content %}
<div class="container">
<div class="d-flex justify-content-between align-items-center mb-4">
<div>
<h2 class="fw-bold mb-1">{% trans "Expenses" %}</h2>
<nav aria-label="breadcrumb">
<ol class="breadcrumb">
<li class="breadcrumb-item"><a href="{% url 'index' %}">{% trans "Dashboard" %}</a></li>
<li class="breadcrumb-item active" aria-current="page">{% trans "Expenses" %}</li>
</ol>
</nav>
</div>
<div class="btn-group">
<button class="btn btn-primary shadow-sm" data-bs-toggle="modal" data-bs-target="#addExpenseModal">
<i class="bi bi-plus-lg me-2"></i>{% trans "Record Expense" %}
</button>
<a href="{% url 'expense_categories' %}" class="btn btn-outline-primary shadow-sm">
<i class="bi bi-tags me-2"></i>{% trans "Expense Categories" %}
</a>
</div>
</div>
{% if messages %}
<div class="mb-4">
{% for message in messages %}
<div class="alert alert-{{ message.tags }} alert-dismissible fade show rounded-3" role="alert">
{{ message }}
<button type="button" class="btn-close" data-bs-dismiss="alert" aria-label="Close"></button>
</div>
{% endfor %}
</div>
{% endif %}
<!-- Summary Cards -->
<div class="row mb-4">
<div class="col-md-4">
<div class="card border-0 shadow-sm rounded-4 bg-primary text-white">
<div class="card-body p-4 text-center">
<h6 class="text-white-50 mb-2">{% trans "Total Expenses" %}</h6>
<h2 class="fw-bold mb-0">{{ site_settings.currency_symbol }} {{ total_expenses|floatformat:site_settings.decimal_places }}</h2>
</div>
</div>
</div>
</div>
<!-- Filter Bar -->
<div class="card border-0 shadow-sm rounded-4 mb-4">
<div class="card-body p-3">
<form method="get" class="row g-3">
<div class="col-md-3">
<label class="form-label small text-muted">{% trans "Start Date" %}</label>
<input type="date" name="start_date" class="form-control" value="{{ request.GET.start_date }}">
</div>
<div class="col-md-3">
<label class="form-label small text-muted">{% trans "End Date" %}</label>
<input type="date" name="end_date" class="form-control" value="{{ request.GET.end_date }}">
</div>
<div class="col-md-3">
<label class="form-label small text-muted">{% trans "Category" %}</label>
<select name="category" class="form-select">
<option value="">{% trans "All Categories" %}</option>
{% for category in categories %}
<option value="{{ category.id }}" {% if request.GET.category == category.id|stringformat:"s" %}selected{% endif %}>
{{ category.name_en }} / {{ category.name_ar }}
</option>
{% endfor %}
</select>
</div>
<div class="col-md-3 d-flex align-items-end">
<button type="submit" class="btn btn-light w-100 me-2">{% trans "Filter" %}</button>
<a href="{% url 'expenses' %}" class="btn btn-outline-secondary">{% trans "Reset" %}</a>
</div>
</form>
</div>
</div>
<!-- Expenses Table -->
<div class="card border-0 shadow-sm rounded-4">
<div class="table-responsive">
<table class="table table-hover align-middle mb-0">
<thead class="bg-light">
<tr>
<th class="ps-4">{% trans "Date" %}</th>
<th>{% trans "Category" %}</th>
<th>{% trans "Description" %}</th>
<th>{% trans "Payment Method" %}</th>
<th>{% trans "Amount" %}</th>
<th class="text-end pe-4">{% trans "Actions" %}</th>
</tr>
</thead>
<tbody>
{% for expense in expenses %}
<tr>
<td class="ps-4">
<span class="fw-medium">{{ expense.date|date:"Y-m-d" }}</span>
</td>
<td>
<span class="badge bg-light text-primary rounded-pill px-3">
{{ expense.category.name_en }} / {{ expense.category.name_ar }}
</span>
</td>
<td>
<div class="text-truncate" style="max-width: 250px;">
{{ expense.description|default:"-" }}
</div>
</td>
<td>{{ expense.payment_method.name_en|default:"-" }}</td>
<td class="fw-bold">{{ site_settings.currency_symbol }} {{ expense.amount|floatformat:site_settings.decimal_places }}</td>
<td class="text-end pe-4">
{% if expense.attachment %}
<a href="{{ expense.attachment.url }}" target="_blank" class="btn btn-sm btn-light rounded-circle me-1" title="{% trans 'View Attachment' %}">
<i class="bi bi-paperclip"></i>
</a>
{% endif %}
<button class="btn btn-sm btn-light rounded-circle text-danger" data-bs-toggle="modal" data-bs-target="#deleteModal{{ expense.id }}">
<i class="bi bi-trash"></i>
</button>
</td>
</tr>
<!-- Delete Modal -->
<div class="modal fade" id="deleteModal{{ expense.id }}" tabindex="-1">
<div class="modal-dialog modal-dialog-centered">
<div class="modal-content border-0 rounded-4">
<div class="modal-header border-0">
<h5 class="modal-title fw-bold">{% trans "Confirm Delete" %}</h5>
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
</div>
<div class="modal-body py-4">
<p class="text-muted">{% trans "Are you sure you want to delete this expense record?" %}</p>
<h5 class="fw-bold">{{ site_settings.currency_symbol }} {{ expense.amount }} - {{ expense.category.name_en }}</h5>
</div>
<div class="modal-footer border-0">
<button type="button" class="btn btn-light rounded-3" data-bs-dismiss="modal">{% trans "Cancel" %}</button>
<a href="{% url 'expense_delete' expense.pk %}" class="btn btn-danger rounded-3 px-4">{% trans "Delete" %}</a>
</div>
</div>
</div>
</div>
{% empty %}
<tr>
<td colspan="6" class="text-center py-5">
<div class="py-4">
<i class="bi bi-receipt text-muted display-1"></i>
<p class="text-muted mt-3">{% trans "No expense records found." %}</p>
</div>
</td>
</tr>
{% endfor %}
</tbody>
</table>
</div>
{% include "core/pagination.html" with page_obj=expenses %}
</div>
</div>
<!-- Record Expense Modal -->
<div class="modal fade" id="addExpenseModal" tabindex="-1">
<div class="modal-dialog modal-dialog-centered">
<div class="modal-content border-0 rounded-4 shadow">
<div class="modal-header p-4 border-0">
<h5 class="modal-title fw-bold">{% trans "Record New Expense" %}</h5>
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
</div>
<form action="{% url 'expense_create' %}" method="post" enctype="multipart/form-data">
{% csrf_token %}
<div class="modal-body p-4">
<div class="mb-3">
<label class="form-label fw-bold">{% trans "Category" %}</label>
<select name="category" class="form-select rounded-3" required>
<option value="">{% trans "Select Category" %}</option>
{% for category in categories %}
<option value="{{ category.id }}">{{ category.name_en }} / {{ category.name_ar }}</option>
{% endfor %}
</select>
</div>
<div class="mb-3">
<label class="form-label fw-bold">{% trans "Amount" %}</label>
<div class="input-group">
<span class="input-group-text">{{ site_settings.currency_symbol }}</span>
<input type="number" step="0.001" name="amount" class="form-control rounded-end-3" required>
</div>
</div>
<div class="row">
<div class="col-md-6 mb-3">
<label class="form-label fw-bold">{% trans "Date" %}</label>
<input type="date" name="date" class="form-control rounded-3" value="{% now 'Y-m-d' %}" required>
</div>
<div class="col-md-6 mb-3">
<label class="form-label fw-bold">{% trans "Payment Method" %}</label>
<select name="payment_method" class="form-select rounded-3">
{% for pm in payment_methods %}
<option value="{{ pm.id }}">{{ pm.name_en }} / {{ pm.name_ar }}</option>
{% endfor %}
</select>
</div>
</div>
<div class="mb-3">
<label class="form-label fw-bold">{% trans "Description" %}</label>
<textarea name="description" class="form-control rounded-3" rows="3"></textarea>
</div>
<div class="mb-0">
<label class="form-label fw-bold">{% trans "Attachment" %}</label>
<input type="file" name="attachment" class="form-control rounded-3">
</div>
</div>
<div class="modal-footer p-4 border-0">
<button type="button" class="btn btn-light rounded-3 px-4" data-bs-dismiss="modal">{% trans "Cancel" %}</button>
<button type="submit" class="btn btn-primary rounded-3 px-4">{% trans "Save Expense" %}</button>
</div>
</form>
</div>
</div>
</div>
{% endblock %}

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core/templates/core/inventory.html
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@ -165,6 +165,7 @@
</tbody>
</table>
</div>
{% include "core/pagination.html" with page_obj=products %}
</div>
</div>

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core/templates/core/invoice_edit.html Normal file
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{% extends 'base.html' %}
{% load i18n %}
{% block title %}{% trans "Edit Invoice" %} | {{ site_settings.business_name }}{% endblock %}
{% block content %}
<div class="container-fluid px-4" id="saleApp">
<div class="row">
<!-- Main Form -->
<div class="col-lg-8">
<div class="card border-0 shadow-sm rounded-4 mb-4">
<div class="card-header bg-white border-0 pt-4 px-4">
<div class="d-flex justify-content-between align-items-center">
<h5 class="fw-bold mb-0"><i class="bi bi-pencil-square me-2 text-primary"></i>{% trans "Edit Sales Invoice" %} #[[ invoiceNumber || '{{ sale.id }}' ]]</h5>
<a href="{% url 'invoices' %}" class="btn btn-sm btn-light rounded-pill px-3">
<i class="bi bi-arrow-left me-1"></i> {% trans "Back to List" %}
</a>
</div>
</div>
<div class="card-body p-4">
<!-- Customer & Invoice Info -->
<div class="row g-3 mb-4">
<div class="col-md-6">
<label class="form-label small fw-bold">{% trans "Customer" %}</label>
<select class="form-select rounded-3 shadow-none border-secondary-subtle" v-model="customerId">
<option value="">{% trans "Walking Customer / Guest" %}</option>
{% for customer in customers %}
<option value="{{ customer.id }}">{{ customer.name }}</option>
{% endfor %}
</select>
</div>
<div class="col-md-6">
<label class="form-label small fw-bold">{% trans "Invoice #" %}</label>
<input type="text" class="form-control rounded-3 shadow-none border-secondary-subtle" v-model="invoiceNumber" placeholder="{% trans 'e.g. INV-1001' %}">
</div>
</div>
<!-- Item Selection -->
<div class="mb-4">
<label class="form-label small fw-bold">{% trans "Search Products" %}</label>
<div class="input-group">
<span class="input-group-text bg-light border-end-0 border-secondary-subtle"><i class="bi bi-search"></i></span>
<input type="text" class="form-control rounded-3 border-start-0 border-secondary-subtle shadow-none" placeholder="{% trans 'Search by Name or SKU...' %}" v-model="searchQuery" @input="filterProducts">
</div>
<div class="position-relative">
<div class="list-group position-absolute w-100 shadow rounded-3 mt-1" style="z-index: 1000;" v-if="filteredProducts.length > 0">
<button v-for="product in filteredProducts" :key="product.id" class="list-group-item list-group-item-action border-0 py-3" @click="addItem(product)">
<div class="d-flex justify-content-between">
<div>
<span class="fw-bold">[[ product.name_en ]]</span> / [[ product.name_ar ]]
<div class="text-muted small">SKU: [[ product.sku ]] | Stock: [[ product.stock ]]</div>
</div>
<div class="text-primary fw-bold">[[ currencySymbol ]][[ product.price ]]</div>
</div>
</button>
</div>
</div>
</div>
<!-- Items Table -->
<div class="table-responsive">
<table class="table align-middle">
<thead class="bg-light-subtle">
<tr class="small text-uppercase text-muted fw-bold">
<th style="width: 40%;">{% trans "Product" %}</th>
<th class="text-center">{% trans "Unit Price" %}</th>
<th class="text-center" style="width: 15%;">{% trans "Quantity" %}</th>
<th class="text-end">{% trans "Total" %}</th>
<th></th>
</tr>
</thead>
<tbody>
<tr v-for="(item, index) in cart" :key="index">
<td>
<div class="fw-bold">[[ item.name_en ]]</div>
<div class="text-muted small">[[ item.sku ]]</div>
</td>
<td>
<input type="number" step="0.001" class="form-control form-control-sm text-center border-0 border-bottom rounded-0" v-model="item.price" @input="calculateTotal">
</td>
<td>
<input type="number" class="form-control form-control-sm text-center border-0 border-bottom rounded-0" v-model="item.quantity" @input="calculateTotal">
</td>
<td class="text-end fw-bold">[[ currencySymbol ]][[ (item.price * item.quantity).toFixed(3) ]]</td>
<td class="text-end">
<button class="btn btn-link text-danger p-0" @click="removeItem(index)"><i class="bi bi-x-circle"></i></button>
</td>
</tr>
<tr v-if="cart.length === 0">
<td colspan="5" class="text-center py-5 text-muted">
{% trans "Search and add products to this invoice." %}
</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<!-- Invoice Summary -->
<div class="col-lg-4">
<div class="card border-0 shadow-sm rounded-4 sticky-top" style="top: 20px;">
<div class="card-body p-4">
<h5 class="fw-bold mb-4">{% trans "Invoice Summary" %}</h5>
<div class="d-flex justify-content-between mb-2">
<span class="text-muted">{% trans "Subtotal" %}</span>
<span class="fw-bold">[[ currencySymbol ]][[ subtotal.toFixed(3) ]]</span>
</div>
<div class="d-flex justify-content-between mb-2">
<span class="text-muted">{% trans "Discount" %}</span>
<div class="input-group input-group-sm" style="width: 120px;">
<input type="number" class="form-control text-end border-0 border-bottom rounded-0" v-model="discount" @input="calculateTotal">
</div>
</div>
<hr class="my-4">
<div class="d-flex justify-content-between mb-4">
<h4 class="fw-bold mb-0">{% trans "Grand Total" %}</h4>
<h4 class="fw-bold text-primary mb-0">[[ currencySymbol ]][[ grandTotal.toFixed(3) ]]</h4>
</div>
<!-- Payment Details -->
<div class="mb-3">
<label class="form-label small fw-bold">{% trans "Payment Type" %}</label>
<select class="form-select rounded-3 shadow-none border-secondary-subtle" v-model="paymentType">
<option value="cash">{% trans "Cash (Full)" %}</option>
<option value="credit">{% trans "Credit (Unpaid)" %}</option>
<option value="partial">{% trans "Partial Payment" %}</option>
</select>
</div>
<div class="mb-3" v-if="paymentType !== 'credit'">
<label class="form-label small fw-bold">{% trans "Payment Method" %}</label>
<select class="form-select rounded-3 shadow-none border-secondary-subtle" v-model="paymentMethodId">
{% for method in payment_methods %}
<option value="{{ method.id }}">{% if LANGUAGE_CODE == 'ar' %}{{ method.name_ar }}{% else %}{{ method.name_en }}{% endif %}</option>
{% endfor %}
</select>
</div>
<div class="mb-3" v-if="paymentType === 'partial'">
<label class="form-label small fw-bold">{% trans "Paid Amount" %}</label>
<input type="number" step="0.001" class="form-control rounded-3" v-model="paidAmount">
</div>
<div class="mb-4" v-if="paymentType !== 'cash'">
<label class="form-label small fw-bold">{% trans "Due Date" %}</label>
<input type="date" class="form-control rounded-3" v-model="dueDate">
</div>
<div class="mb-4">
<label class="form-label small fw-bold">{% trans "Internal Notes" %}</label>
<textarea class="form-control rounded-3" rows="2" v-model="notes"></textarea>
</div>
<div class="d-grid">
<button class="btn btn-primary rounded-3 py-3 fw-bold shadow-sm" :disabled="isProcessing || cart.length === 0" @click="saveSale">
<span v-if="isProcessing" class="spinner-border spinner-border-sm me-2"></span>
<i class="bi bi-check-circle me-2" v-else></i>
{% trans "Update Invoice" %}
</button>
</div>
</div>
</div>
</div>
</div>
</div>
<!-- Vue.js 3 -->
<script src="https://unpkg.com/vue@3/dist/vue.global.prod.js"></script>
<script>
const { createApp } = Vue;
createApp({
delimiters: ['[[', ']]'],
data() {
return {
products: [
{% for p in products %}
{
id: {{ p.id }},
name_en: "{{ p.name_en }}",
name_ar: "{{ p.name_ar }}",
sku: "{{ p.sku }}",
price: {{ p.price }},
stock: {{ p.stock_quantity }}
},
{% endfor %}
],
searchQuery: '',
filteredProducts: [],
cart: {{ cart_json|safe }},
customerId: '{{ sale.customer_id|default:"" }}',
invoiceNumber: '{{ sale.invoice_number|default:"" }}',
paymentType: '{{ sale.payment_type }}',
paymentMethodId: '{{ payment_method_id }}',
paidAmount: {{ sale.paid_amount|default:0 }},
discount: {{ sale.discount|default:0 }},
dueDate: '{{ sale.due_date|date:"Y-m-d" }}',
notes: `{{ sale.notes|escapejs }}`,
currencySymbol: '{{ site_settings.currency_symbol }}',
isProcessing: false
}
},
computed: {
subtotal() {
return this.cart.reduce((total, item) => total + (parseFloat(item.price) * parseFloat(item.quantity)), 0);
},
grandTotal() {
return Math.max(0, this.subtotal - parseFloat(this.discount || 0));
}
},
methods: {
calculateTotal() {
// Computed properties handle this, but we can trigger other logic here if needed
},
filterProducts() {
if (this.searchQuery.length > 1) {
const query = this.searchQuery.toLowerCase();
this.filteredProducts = this.products.filter(p =>
p.name_en.toLowerCase().includes(query) ||
p.sku.toLowerCase().includes(query) ||
p.name_ar.includes(query)
).slice(0, 5);
} else {
this.filteredProducts = [];
}
},
addItem(product) {
const existing = this.cart.find(item => item.id === product.id);
if (existing) {
existing.quantity++;
} else {
this.cart.push({
id: product.id,
name_en: product.name_en,
sku: product.sku,
price: product.price,
quantity: 1
});
}
this.searchQuery = '';
this.filteredProducts = [];
},
removeItem(index) {
this.cart.splice(index, 1);
},
saveSale() {
this.isProcessing = true;
let actualPaidAmount = 0;
if (this.paymentType === 'cash') {
actualPaidAmount = this.grandTotal;
} else if (this.paymentType === 'partial') {
actualPaidAmount = this.paidAmount;
}
const payload = {
customer_id: this.customerId,
invoice_number: this.invoiceNumber,
items: this.cart.map(item => ({
id: item.id,
quantity: item.quantity,
price: item.price,
line_total: item.price * item.quantity
})),
total_amount: this.grandTotal,
discount: this.discount,
paid_amount: actualPaidAmount,
payment_type: this.paymentType,
payment_method_id: this.paymentMethodId,
due_date: this.dueDate,
notes: this.notes
};
fetch("{% url 'update_sale_api' sale.id %}", {
method: 'POST',
headers: {
'Content-Type': 'application/json',
},
body: JSON.stringify(payload)
})
.then(res => res.json())
.then(data => {
if (data.success) {
window.location.href = "{% url 'invoice_detail' sale.id %}";
} else {
alert("Error: " + data.error);
this.isProcessing = false;
}
})
.catch(err => {
console.error(err);
alert("An unexpected error occurred.");
this.isProcessing = false;
});
}
}
}).mount('#saleApp');
</script>
{% endblock %}

44
core/templates/core/invoices.html
View File

@ -26,6 +26,46 @@
</div>
{% endif %}
<!-- Filter Bar -->
<div class="card border-0 shadow-sm rounded-4 mb-4">
<div class="card-body p-3">
<form method="get" class="row g-3">
<div class="col-md-2">
<label class="form-label small text-muted">{% trans "Start Date" %}</label>
<input type="date" name="start_date" class="form-control rounded-3" value="{{ request.GET.start_date }}">
</div>
<div class="col-md-2">
<label class="form-label small text-muted">{% trans "End Date" %}</label>
<input type="date" name="end_date" class="form-control rounded-3" value="{{ request.GET.end_date }}">
</div>
<div class="col-md-3">
<label class="form-label small text-muted">{% trans "Customer" %}</label>
<select name="customer" class="form-select rounded-3">
<option value="">{% trans "All Customers" %}</option>
{% for customer in customers %}
<option value="{{ customer.id }}" {% if request.GET.customer == customer.id|stringformat:"s" %}selected{% endif %}>
{{ customer.name }}
</option>
{% endfor %}
</select>
</div>
<div class="col-md-2">
<label class="form-label small text-muted">{% trans "Status" %}</label>
<select name="status" class="form-select rounded-3">
<option value="">{% trans "All Statuses" %}</option>
<option value="paid" {% if request.GET.status == 'paid' %}selected{% endif %}>{% trans "Paid" %}</option>
<option value="partial" {% if request.GET.status == 'partial' %}selected{% endif %}>{% trans "Partial" %}</option>
<option value="unpaid" {% if request.GET.status == 'unpaid' %}selected{% endif %}>{% trans "Unpaid" %}</option>
</select>
</div>
<div class="col-md-3 d-flex align-items-end">
<button type="submit" class="btn btn-light w-100 me-2 rounded-3 shadow-sm">{% trans "Filter" %}</button>
<a href="{% url 'invoices' %}" class="btn btn-outline-secondary w-100 rounded-3">{% trans "Reset" %}</a>
</div>
</form>
</div>
</div>
<div class="card border-0 shadow-sm rounded-4">
<div class="card-body p-0">
<div class="table-responsive">
@ -69,6 +109,9 @@
<a href="{% url 'invoice_detail' sale.id %}" class="btn btn-sm btn-white border" title="{% trans 'View & Print' %}">
<i class="bi bi-printer"></i>
</a>
<a href="{% url 'edit_invoice' sale.id %}" class="btn btn-sm btn-white border" title="{% trans 'Edit' %}">
<i class="bi bi-pencil"></i>
</a>
{% if sale.balance_due > 0 %}
<button type="button" class="btn btn-sm btn-white border" data-bs-toggle="modal" data-bs-target="#paymentModal{{ sale.id }}" title="{% trans 'Record Payment' %}">
<i class="bi bi-cash-stack"></i>
@ -150,6 +193,7 @@
</tbody>
</table>
</div>
{% include "core/pagination.html" with page_obj=sales %}
</div>
</div>
</div>

47
core/templates/core/pagination.html Normal file
View File

@ -0,0 +1,47 @@
{% if page_obj.has_other_pages %}
<nav aria-label="Page navigation" class="mt-4">
<ul class="pagination justify-content-center shadow-sm">
{% if page_obj.has_previous %}
<li class="page-item">
<a class="page-link" href="?{% for key, value in request.GET.items %}{% if key != 'page' %}{{ key }}={{ value }}&{% endif %}{% endfor %}page=1" title="First Page">
<i class="bi bi-chevron-double-left"></i>
</a>
</li>
<li class="page-item">
<a class="page-link" href="?{% for key, value in request.GET.items %}{% if key != 'page' %}{{ key }}={{ value }}&{% endif %}{% endfor %}page={{ page_obj.previous_page_number }}" title="Previous Page">
<i class="bi bi-chevron-left"></i>
</a>
</li>
{% else %}
<li class="page-item disabled"><span class="page-link"><i class="bi bi-chevron-double-left"></i></span></li>
<li class="page-item disabled"><span class="page-link"><i class="bi bi-chevron-left"></i></span></li>
{% endif %}
{% for num in page_obj.paginator.page_range %}
{% if page_obj.number == num %}
<li class="page-item active"><span class="page-link">{{ num }}</span></li>
{% elif num > page_obj.number|add:'-3' and num < page_obj.number|add:'3' %}
<li class="page-item">
<a class="page-link" href="?{% for key, value in request.GET.items %}{% if key != 'page' %}{{ key }}={{ value }}&{% endif %}{% endfor %}page={{ num }}">{{ num }}</a>
</li>
{% endif %}
{% endfor %}
{% if page_obj.has_next %}
<li class="page-item">
<a class="page-link" href="?{% for key, value in request.GET.items %}{% if key != 'page' %}{{ key }}={{ value }}&{% endif %}{% endfor %}page={{ page_obj.next_page_number }}" title="Next Page">
<i class="bi bi-chevron-right"></i>
</a>
</li>
<li class="page-item">
<a class="page-link" href="?{% for key, value in request.GET.items %}{% if key != 'page' %}{{ key }}={{ value }}&{% endif %}{% endfor %}page={{ page_obj.paginator.num_pages }}" title="Last Page">
<i class="bi bi-chevron-double-right"></i>
</a>
</li>
{% else %}
<li class="page-item disabled"><span class="page-link"><i class="bi bi-chevron-right"></i></span></li>
<li class="page-item disabled"><span class="page-link"><i class="bi bi-chevron-double-right"></i></span></li>
{% endif %}
</ul>
</nav>
{% endif %}

1
core/templates/core/purchase_returns.html
View File

@ -95,6 +95,7 @@
</tbody>
</table>
</div>
{% include "core/pagination.html" with page_obj=returns %}
</div>
</div>
</div>

1
core/templates/core/purchases.html
View File

@ -150,6 +150,7 @@
</tbody>
</table>
</div>
{% include "core/pagination.html" with page_obj=purchases %}
</div>
</div>
</div>

1
core/templates/core/quotations.html
View File

@ -135,6 +135,7 @@
</tbody>
</table>
</div>
{% include "core/pagination.html" with page_obj=quotations %}
</div>
</div>
</div>

1
core/templates/core/sales_returns.html
View File

@ -95,6 +95,7 @@
</tbody>
</table>
</div>
{% include "core/pagination.html" with page_obj=returns %}
</div>
</div>
</div>

1
core/templates/core/suppliers.html
View File

@ -64,6 +64,7 @@
</tbody>
</table>
</div>
{% include "core/pagination.html" with page_obj=suppliers %}
</div>
</div>
</div>

1
core/templates/core/users.html
View File

@ -103,6 +103,7 @@
</tbody>
</table>
</div>
{% include "core/pagination.html" with page_obj=users %}
</div>
</div>
</div>

9
core/urls.py
View File

@ -20,6 +20,7 @@ urlpatterns = [
path('invoices/<int:pk>/', views.invoice_detail, name='invoice_detail'),
path('invoices/payment/<int:pk>/', views.add_sale_payment, name='add_sale_payment'),
path('invoices/delete/<int:pk>/', views.delete_sale, name='delete_sale'),
path("invoices/edit/<int:pk>/", views.edit_invoice, name="edit_invoice"),
# Quotations
path('quotations/', views.quotations, name='quotations'),
@ -49,8 +50,16 @@ urlpatterns = [
path('purchases/returns/delete/<int:pk>/', views.delete_purchase_return, name='delete_purchase_return'),
path('api/create-purchase-return/', views.create_purchase_return_api, name='create_purchase_return_api'),
# Expenses
path('expenses/', views.expenses_view, name='expenses'),
path('expenses/create/', views.expense_create_view, name='expense_create'),
path('expenses/delete/<int:pk>/', views.expense_delete_view, name='expense_delete'),
path('expenses/categories/', views.expense_categories_view, name='expense_categories'),
path('expenses/categories/delete/<int:pk>/', views.expense_category_delete_view, name='expense_category_delete'),
# API / Actions
path('api/create-sale/', views.create_sale_api, name='create_sale_api'),
path('api/update-sale/<int:pk>/', views.update_sale_api, name='update_sale_api'),
path('api/create-purchase/', views.create_purchase_api, name='create_purchase_api'),
# POS Held Sales

364
core/views.py
View File

@ -1,3 +1,4 @@
from django.core.paginator import Paginator
import decimal
from django.contrib.auth.models import User, Group, Permission
from django.urls import reverse
@ -9,7 +10,7 @@ from django.db.models.functions import TruncDate, TruncMonth
from django.http import JsonResponse
from django.views.decorators.csrf import csrf_exempt
from django.contrib.auth.decorators import login_required
from .models import (
from .models import ( Expense, ExpenseCategory,
Product, Sale, Category, Unit, Customer, Supplier,
Purchase, PurchaseItem, PurchasePayment,
SaleItem, SalePayment, SystemSetting,
@ -73,7 +74,10 @@ def index(request):
@login_required
def inventory(request):
products = Product.objects.all().select_related('category', 'unit', 'supplier')
products_list = Product.objects.all().select_related('category', 'unit', 'supplier').order_by('-created_at')
paginator = Paginator(products_list, 25)
page_number = request.GET.get('page')
products = paginator.get_page(page_number)
categories = Category.objects.all()
suppliers = Supplier.objects.all()
units = Unit.objects.all()
@ -109,13 +113,19 @@ def pos(request):
@login_required
def customers(request):
customers_list = Customer.objects.all().annotate(total_sales=Sum('sales__total_amount'))
customers_qs = Customer.objects.all().annotate(total_sales=Sum('sales__total_amount')).order_by('name')
paginator = Paginator(customers_qs, 25)
page_number = request.GET.get('page')
customers_list = paginator.get_page(page_number)
context = {'customers': customers_list}
return render(request, 'core/customers.html', context)
@login_required
def suppliers(request):
suppliers_list = Supplier.objects.all()
suppliers_qs = Supplier.objects.all().order_by('name')
paginator = Paginator(suppliers_qs, 25)
page_number = request.GET.get('page')
suppliers_list = paginator.get_page(page_number)
context = {'suppliers': suppliers_list}
return render(request, 'core/suppliers.html', context)
@ -123,8 +133,14 @@ def suppliers(request):
@login_required
def purchases(request):
purchases_list = Purchase.objects.all().select_related('supplier', 'created_by').order_by('-created_at')
suppliers_list = Supplier.objects.all()
purchases_qs = Purchase.objects.all().select_related('supplier', 'created_by').order_by('-created_at')
paginator = Paginator(purchases_qs, 25)
page_number = request.GET.get('page')
purchases_list = paginator.get_page(page_number)
suppliers_qs = Supplier.objects.all().order_by('name')
paginator = Paginator(suppliers_qs, 25)
page_number = request.GET.get('page')
suppliers_list = paginator.get_page(page_number)
payment_methods = PaymentMethod.objects.filter(is_active=True)
context = {
'purchases': purchases_list,
@ -266,17 +282,38 @@ def delete_purchase(request, pk):
@login_required
def invoice_list(request):
sales = Sale.objects.all().select_related('customer', 'created_by').order_by('-created_at')
sales = Sale.objects.all().select_related("customer", "created_by")
# Filtering
start_date = request.GET.get("start_date")
end_date = request.GET.get("end_date")
customer_id = request.GET.get("customer")
status = request.GET.get("status")
if start_date:
sales = sales.filter(created_at__date__gte=start_date)
if end_date:
sales = sales.filter(created_at__date__lte=end_date)
if customer_id:
sales = sales.filter(customer_id=customer_id)
if status:
sales = sales.filter(status=status)
sales = sales.order_by("-created_at")
paginator = Paginator(sales, 25)
page_number = request.GET.get("page")
sales = paginator.get_page(page_number)
customers = Customer.objects.all()
payment_methods = PaymentMethod.objects.filter(is_active=True)
return render(request, 'core/invoices.html', {
'sales': sales,
'customers': customers,
'payment_methods': payment_methods
return render(request, "core/invoices.html", {
"sales": sales,
"customers": customers,
"payment_methods": payment_methods
})
@login_required
def invoice_create(request):
products = Product.objects.filter(is_active=True)
customers = Customer.objects.all()
payment_methods = PaymentMethod.objects.filter(is_active=True)
@ -292,8 +329,37 @@ def invoice_detail(request, pk):
settings = SystemSetting.objects.first()
return render(request, 'core/invoice_detail.html', {'sale': sale, 'settings': settings})
@csrf_exempt
@login_required
def edit_invoice(request, pk):
sale = get_object_or_404(Sale, pk=pk)
# Prepare cart items for JSON
cart_items = []
for item in sale.items.all():
cart_items.append({
'id': item.product.id,
'name_en': item.product.name_en,
'sku': item.product.sku,
'price': float(item.unit_price),
'quantity': item.quantity
})
customers = Customer.objects.all()
products = Product.objects.filter(is_active=True)
payment_methods = PaymentMethod.objects.filter(is_active=True)
# Find initial payment method
initial_payment = sale.payments.filter(notes='Initial payment').first()
payment_method_id = initial_payment.payment_method_id if initial_payment else ''
return render(request, 'core/invoice_edit.html', {
'sale': sale,
'customers': customers,
'products': products,
'payment_methods': payment_methods,
'cart_json': json.dumps(cart_items),
'payment_method_id': payment_method_id
})
def create_sale_api(request):
if request.method == 'POST':
try:
@ -482,7 +548,10 @@ def delete_sale(request, pk):
@login_required
def quotations(request):
quotations_list = Quotation.objects.all().select_related('customer', 'created_by').order_by('-created_at')
quotations_qs = Quotation.objects.all().select_related('customer', 'created_by').order_by('-created_at')
paginator = Paginator(quotations_qs, 25)
page_number = request.GET.get('page')
quotations_list = paginator.get_page(page_number)
customers = Customer.objects.all()
return render(request, 'core/quotations.html', {'quotations': quotations_list, 'customers': customers})
@ -594,7 +663,10 @@ def delete_quotation(request, pk):
@login_required
def sales_returns(request):
returns = SaleReturn.objects.all().select_related('customer', 'created_by').order_by('-created_at')
returns_qs = SaleReturn.objects.all().select_related('customer', 'created_by').order_by('-created_at')
paginator = Paginator(returns_qs, 25)
page_number = request.GET.get('page')
returns = paginator.get_page(page_number)
return render(request, 'core/sales_returns.html', {'returns': returns})
@login_required
@ -677,7 +749,10 @@ def delete_sale_return(request, pk):
@login_required
def purchase_returns(request):
returns = PurchaseReturn.objects.all().select_related('supplier', 'created_by').order_by('-created_at')
returns_qs = PurchaseReturn.objects.all().select_related('supplier', 'created_by').order_by('-created_at')
paginator = Paginator(returns_qs, 25)
page_number = request.GET.get('page')
returns = paginator.get_page(page_number)
return render(request, 'core/purchase_returns.html', {'returns': returns})
@login_required
@ -1221,7 +1296,10 @@ def user_management(request):
messages.error(request, "Access denied.")
return redirect('index')
users = User.objects.all().prefetch_related('groups')
users_qs = User.objects.all().prefetch_related('groups').order_by('username')
paginator = Paginator(users_qs, 25)
page_number = request.GET.get('page')
users = paginator.get_page(page_number)
groups = Group.objects.all().prefetch_related('permissions')
# Filter for relevant permissions (core and auth)
permissions = Permission.objects.select_related('content_type').all().order_by('content_type__app_label', 'codename')
@ -1529,3 +1607,255 @@ def profile_view(request):
return redirect('profile')
return render(request, 'core/profile.html')
# --- Expenses Views ---
@login_required
def expenses_view(request):
"""
List and filter expenses
"""
expenses = Expense.objects.all().order_by('-date', '-created_at')
# Filtering
start_date = request.GET.get('start_date')
end_date = request.GET.get('end_date')
category_id = request.GET.get('category')
if start_date:
expenses = expenses.filter(date__gte=start_date)
if end_date:
expenses = expenses.filter(date__lte=end_date)
if category_id:
expenses = expenses.filter(category_id=category_id)
paginator = Paginator(expenses, 25)
page_number = request.GET.get('page')
expenses = paginator.get_page(page_number)
categories = ExpenseCategory.objects.all()
payment_methods = PaymentMethod.objects.filter(is_active=True)
context = {
'expenses': expenses,
'categories': categories,
'payment_methods': payment_methods,
'start_date': start_date,
'end_date': end_date,
'category_id': category_id,
}
return render(request, 'core/expenses.html', context)
@login_required
def expense_create_view(request):
"""
Create a new expense
"""
if request.method == 'POST':
category_id = request.POST.get('category')
amount = request.POST.get('amount')
date = request.POST.get('date') or timezone.now().date()
description = request.POST.get('description', '')
payment_method_id = request.POST.get('payment_method')
attachment = request.FILES.get('attachment')
category = get_object_or_404(ExpenseCategory, id=category_id)
pm = None
if payment_method_id:
pm = get_object_or_404(PaymentMethod, id=payment_method_id)
Expense.objects.create(
category=category,
amount=amount,
date=date,
description=description,
payment_method=pm,
attachment=attachment,
created_by=request.user
)
messages.success(request, "Expense recorded successfully!")
return redirect('expenses')
@login_required
def expense_delete_view(request, pk):
"""
Delete an expense
"""
expense = get_object_or_404(Expense, pk=pk)
expense.delete()
messages.success(request, "Expense deleted successfully!")
return redirect('expenses')
@login_required
def expense_categories_view(request):
"""
Manage expense categories
"""
if request.method == 'POST':
name_en = request.POST.get('name_en')
name_ar = request.POST.get('name_ar')
description = request.POST.get('description', '')
ExpenseCategory.objects.create(
name_en=name_en,
name_ar=name_ar,
description=description
)
messages.success(request, "Expense category created successfully!")
return redirect('expense_categories')
paginator = Paginator(expenses, 25)
page_number = request.GET.get('page')
expenses = paginator.get_page(page_number)
categories = ExpenseCategory.objects.all()
return render(request, 'core/expense_categories.html', {'categories': categories})
@login_required
def expense_category_delete_view(request, pk):
"""
Delete an expense category
"""
category = get_object_or_404(ExpenseCategory, pk=pk)
category.delete()
messages.success(request, "Expense category deleted successfully!")
return redirect('expense_categories')
@csrf_exempt
@login_required
def update_sale_api(request, pk):
if request.method == 'POST':
try:
sale = get_object_or_404(Sale, pk=pk)
data = json.loads(request.body)
customer_id = data.get('customer_id')
invoice_number = data.get('invoice_number', '')
items = data.get('items', [])
total_amount = data.get('total_amount', 0)
paid_amount = data.get('paid_amount', 0)
discount = data.get('discount', 0)
payment_type = data.get('payment_type', 'cash')
payment_method_id = data.get('payment_method_id')
due_date = data.get('due_date')
notes = data.get('notes', '')
points_to_redeem = data.get('loyalty_points_redeemed', 0)
settings = SystemSetting.objects.first()
if not settings:
settings = SystemSetting.objects.create()
# 1. Restore Stock
for item in sale.items.all():
item.product.stock_quantity += item.quantity
item.product.save()
# 2. Reverse Loyalty Points for the old customer
if sale.customer and settings.loyalty_enabled:
for lt in sale.loyalty_transactions.all():
sale.customer.loyalty_points -= decimal.Decimal(str(lt.points))
lt.delete()
sale.customer.update_tier()
sale.customer.save()
# 3. Update Sale Metadata
customer = None
if customer_id:
customer = Customer.objects.get(id=customer_id)
sale.customer = customer
sale.invoice_number = invoice_number
sale.total_amount = total_amount
sale.discount = discount
sale.payment_type = payment_type
sale.due_date = due_date if due_date else None
sale.notes = notes
# Loyalty discount recalculation
loyalty_discount = 0
if settings.loyalty_enabled and customer and points_to_redeem > 0:
if float(customer.loyalty_points) >= float(points_to_redeem):
loyalty_discount = float(points_to_redeem) * float(settings.currency_per_point)
sale.loyalty_points_redeemed = points_to_redeem
sale.loyalty_discount_amount = loyalty_discount
sale.save()
# 4. Handle Items (Delete old, Create new)
sale.items.all().delete()
for item in items:
product = Product.objects.get(id=item['id'])
SaleItem.objects.create(
sale=sale,
product=product,
quantity=item['quantity'],
unit_price=item['price'],
line_total=item['line_total']
)
product.stock_quantity -= int(item['quantity'])
product.save()
# 5. Handle Payments
sale.paid_amount = paid_amount
sale.balance_due = float(total_amount) - float(paid_amount)
if float(paid_amount) >= float(total_amount):
sale.status = 'paid'
elif float(paid_amount) > 0:
sale.status = 'partial'
else:
sale.status = 'unpaid'
sale.save()
pm = None
if payment_method_id:
pm = PaymentMethod.objects.filter(id=payment_method_id).first()
initial_payment = sale.payments.filter(notes="Initial payment").first()
if initial_payment:
initial_payment.amount = paid_amount
initial_payment.payment_method = pm
initial_payment.payment_method_name = pm.name_en if pm else payment_type.capitalize()
initial_payment.save()
elif float(paid_amount) > 0:
SalePayment.objects.create(
sale=sale,
amount=paid_amount,
payment_method=pm,
payment_method_name=pm.name_en if pm else payment_type.capitalize(),
notes="Initial payment",
created_by=request.user
)
# 6. Re-apply Loyalty for the (possibly new) customer
if settings.loyalty_enabled and customer:
points_earned = float(total_amount) * float(settings.points_per_currency)
if customer.loyalty_tier:
points_earned *= float(customer.loyalty_tier.point_multiplier)
if points_earned > 0:
customer.loyalty_points += decimal.Decimal(str(points_earned))
LoyaltyTransaction.objects.create(
customer=customer,
sale=sale,
transaction_type='earned',
points=points_earned,
notes=f"Points earned from Updated Sale #{sale.id}"
)
if points_to_redeem > 0:
customer.loyalty_points -= decimal.Decimal(str(points_to_redeem))
LoyaltyTransaction.objects.create(
customer=customer,
sale=sale,
transaction_type='redeemed',
points=-points_to_redeem,
notes=f"Points redeemed for Updated Sale #{sale.id}"
)
customer.update_tier()
customer.save()
return JsonResponse({'success': True})
except Exception as e:
import traceback
traceback.print_exc()
return JsonResponse({'success': False, 'error': str(e)}, status=400)
return JsonResponse({'success': False, 'error': 'Invalid request'}, status=405)