sankalp
2baa947c21
Add new finance dashboard with key financial metrics and recent transaction overviews. Implement invoice and expense management templates with create, edit, and list views. **New Features** - **Finance Dashboard**: Shows total income, expenses, net profit, and pending income stats - **Recent Transactions**: Displays tables for recent invoices and expenses - **Invoice Management**: - Create/edit invoice form with client, project, amount, status - Invoice list view with filtering and actions - **Expense Tracking**: - Expense creation/editing form - Expense list with category filter and delete action **Enhancements & Refinements** - Responsive grid layouts for dashboard components - Status badges with color coding for invoices - HTMX integration for delete actions in list views - Consistent styling with borders, shadows, and hover states - Quick action buttons for creating new invoices/expenses - Dynamic form titles for create/edit modes </answer>
95 lines
4.5 KiB
HTML
95 lines
4.5 KiB
HTML
{% extends "shared/base.html" %}
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{% load static %}
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{% block content %}
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{% include "shared/navbar.html" %}
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<div class="pt-20 min-h-screen flex flex-col pb-10">
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<div class="max-w-3xl mx-auto px-4 sm:px-6 lg:px-8 w-full">
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<div class="mb-8">
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<h1 class="text-3xl font-bold text-heading">{% if invoice %}Edit Invoice{% else %}Create Invoice{% endif %}
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</h1>
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</div>
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<div class="bg-neutral-secondary-soft rounded-lg shadow-sm border border-default p-6">
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<form method="POST" class="space-y-6">
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{% csrf_token %}
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<!-- Client -->
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<div class="form-control w-full">
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<label class="label">
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<span class="label-text">Client</span>
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</label>
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<select name="client" class="select select-bordered w-full" required>
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<option value="" disabled {% if not invoice %}selected{% endif %}>Select a client</option>
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{% for client in clients %}
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<option value="{{ client.id }}" {% if invoice and invoice.client.id == client.id %}selected{% endif %}>
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{{ client.name }}
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</option>
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{% endfor %}
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</select>
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</div>
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<!-- Project -->
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<div class="form-control w-full">
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<label class="label">
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<span class="label-text">Project</span>
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</label>
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<select name="project" class="select select-bordered w-full" required>
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<option value="" disabled {% if not invoice %}selected{% endif %}>Select a project</option>
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{% for project in projects %}
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<option value="{{ project.id }}" {% if invoice and invoice.project.id == project.id %}selected{% endif %}>
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{{ project.name }}
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</option>
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{% endfor %}
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</select>
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</div>
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<!-- Amount -->
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<div class="form-control w-full">
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<label class="label">
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<span class="label-text">Amount</span>
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</label>
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<input type="number" step="0.01" name="amount" placeholder="0.00"
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class="input input-bordered w-full" value="{{ invoice.amount|default:'' }}" required />
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</div>
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<!-- Due Date -->
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<div class="form-control w-full">
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<label class="label">
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<span class="label-text">Due Date</span>
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</label>
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<input type="date" name="due_date" class="input input-bordered w-full"
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value="{{ invoice.due_date|date:'Y-m-d' }}" required />
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</div>
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<!-- Status -->
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<div class="form-control w-full">
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<label class="label">
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<span class="label-text">Status</span>
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</label>
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<select name="status" class="select select-bordered w-full" required>
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<option value="DRAFT" {% if invoice and invoice.status == 'DRAFT' %}selected{% endif %}>Draft
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</option>
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<option value="SENT" {% if invoice and invoice.status == 'SENT' %}selected{% endif %}>Sent
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</option>
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<option value="PAID" {% if invoice and invoice.status == 'PAID' %}selected{% endif %}>Paid
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</option>
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<option value="OVERDUE" {% if invoice and invoice.status == 'OVERDUE' %}selected{% endif %}>
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Overdue</option>
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<option value="CANCELLED" {% if invoice and invoice.status == 'CANCELLED' %}selected{% endif %}>
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Cancelled</option>
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</select>
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</div>
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<!-- Actions -->
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<div class="flex justify-end space-x-4 mt-8">
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<a href="{% url 'finance_dashboard' %}" class="btn btn-ghost">Cancel</a>
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<button type="submit" class="btn btn-primary">{% if invoice %}Update Invoice{% else %}Create
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Invoice{% endif %}</button>
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</div>
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</form>
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</div>
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</div>
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</div>
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{% endblock %} |