[Feature RQ] [B #4] Invoicing - Create

[TreyWW]

Create an invoice

Preconditions:

• Step 1:
  • "FROM" and "TO" Containers when pressed bring up modal.
  • Two options, they can either enter their details manually, or select a premade "customer"
• Step 2:
  • Issue and due dates
• Step 3:
  • Services
  • These are listed in a list that you can add and remove from using JS

Acceptance Criteria:

• All 3 steps completed

Definition of Done:

• Created tests/urls logged_in.json and unlogged_in.json json objects for any added URLS
• Created tests/views for any added VIEWS and create invoice view
• Code has been tested with both python manage.py urls_test and python manage.py test_views
• All of Acceptance Criteria is complete

References

list of products or services
customer invoice
main create invoice
multi step design

[TreyWW]

Notes

Branch

• feature/invoices/39-create

Key Files

• frontend/static/js/pages/invoices/create.js
• frontend/templates/core/pages/invoices/create/create.html
• backend/views/core/invoices/create.py

[TreyWW]

Modal doens't close when you add service

[TreyWW]

Nice reference, add logo and also service HOURS / QUANTITY.

[TreyWW]

Possibly add invoice categories for example "My Accounting Services" to keep invoices organized

[TreyWW]

Still need lots of features to be added, such as;

• creating the actual invoice
  • download it
  • edit it in a nice editor
• make sure "TO" and "FROM" save to the created invoice, they dont yet
• add an option to "load" a client info

[shinegit1]

#make sure "TO" and "FROM" save to the created invoice

I don't understand what you want if you created a client field in the invoice model.
Are TO and FROM two different clients (from options or created clients) or
FROM - auth user
To - an option to select a client from created clients?

[TreyWW]

Yeah sorry I didn't really give an explanation.

To: the person you want to send it to (your clients details)
From: Person you want to send from (your details/company details)

So for both fields I also want a drop-down to load from a created client (load from model) (or load from your details model - not yet added)

[shinegit1]

Then, should we modify the Invoice model (id, user, clitent_to, client_from, items, payment_status, date_due, date_issued, created_date)?
loaded from created clients:
client_to - person
client_from - person

*So for both fields I also want a drop-down to load from a created client (load from model) (or load from your details model - not yet added): will these details from the auth user's side in 'load from your details model - not yet added '?

[TreyWW]

Yeah, so we'll want a few fields:

• client_to (client, optional)
• client_from (yourself/company, optional)
  then
• client_detail_name (charfield, optional) [example]
  But you can't have both client_to and client_detail_name, only one or another.

If that makes sense?

[TreyWW]

Re-reading the comment you made yesterday, so when i said "save", the data wont actually be saved in the DB, just that the data needs to be sent along with the POST request, cause its inputted through a modal. I'm going to take a look at this now and see if i can provide any more info

[TreyWW]

Turns out we do actually already have them detailes saved, "to_name" for example. I'll work on getting the create invoice view finished, unless you'd like to work on it too

[TreyWW]

I've added a few more inputs, heres some images

[TreyWW]

Basic invoices have been completed!