django-ledger 0.6.2__py3-none-any.whl → 0.6.4__py3-none-any.whl

django_ledger/__init__.py

@@ -9,7 +9,7 @@ Contributions to this module:
 default_app_config = 'django_ledger.apps.DjangoLedgerConfig'
 
 """Django Ledger"""
-__version__ = '0.6.2'
+__version__ = '0.6.4'
 __license__ = 'GPLv3 License'
 
 __author__ = 'Miguel Sanda'

django_ledger/admin/coa.py

@@ -108,7 +108,6 @@ class ChartOfAccountsModelAdmin(ModelAdmin):
     list_display_links = ['name']
     fields = [
         'name',
-        'locked',
         'description',
     ]
     inlines = [
@@ -132,4 +131,4 @@ class ChartOfAccountsModelAdmin(ModelAdmin):
     def account_model_count(self, obj):
         return obj.accountmodel__count
 
-    account_model_count.short_description = 'Accounts'
+    account_model_count.short_description = 'Accounts'

django_ledger/admin/ledger.py

@@ -111,6 +111,7 @@ class LedgerModelAdmin(ModelAdmin):
     ]
     list_display = [
         'name',
+        'ledger_xid',
         'is_posted',
         'is_locked',
         'is_extended',

django_ledger/forms/account.py

@@ -19,16 +19,20 @@ Update Form
 
 class AccountModelCreateForm(ModelForm):
     """
-    Create Form: 
-    This Form is used for creation of a new account that does not exist in the default Chart of Accounts. It has some external as well as some internal field.
-    The entity slug and the user model are the field which are internal and are predetermined in the lass itself
+    AccountModelCreateForm
+    ======================
 
-    Remaining fields which needs to be defined by user are :
+    A form for creating and managing account models within the system.
+
+    Attributes
+    ----------
+    ENTITY : Model
+        The entity model being used in the form.
+    COA_MODEL : Model
+        The Chart of Account Model being used in the form.
+    USER_MODEL : Model
+        The user model being used in the form.
 
-    code: The code will be used to uniquely identify the particular account
-    name: The name of the account. The name of the account should be resemblance of the nature of the transactions that will be in the account
-    role: The role needs to be selected rom list of the options available. Choices are given under ACCOUNT ROLES. Refer the account model documentation for more info
-    balance_type: Need to be selected from drop down as "Debit" or Credit"
     """
 
     def __init__(self, entity_model, coa_model, user_model, *args, **kwargs):
@@ -84,9 +88,16 @@ class AccountModelCreateForm(ModelForm):
 
 class AccountModelUpdateForm(MoveNodeForm):
     """
-    Update Account Form:
-    This form is for updating the account. This works for both the parent or the child Account .
-    We can update the Parent , or The Code or even the Name of the Account.
+    AccountModelUpdateForm
+
+    A form for updating account model, inheriting from MoveNodeForm.
+
+    Attributes
+    ----------
+    _position : ChoiceField
+        A choice field for selecting the position.
+    _ref_node_id : ChoiceField
+        An optional choice field for selecting the relative node.
     """
 
     _position = ChoiceField(required=True,

django_ledger/forms/data_import.py

@@ -13,7 +13,8 @@ class ImportJobModelCreateForm(ModelForm):
         label='Select File...',
         widget=forms.FileInput(
             attrs={
-                'class': 'file-input'
+                'class': 'file-input',
+                'accept': '.ofx,.qfx'
             })
     )
 

django_ledger/io/ofx.py

@@ -34,8 +34,9 @@ class OFXFileManager:
     def get_accounts(self):
         return [
             {
-                'bank': self.ofx_data.org,
-                'fid': self.ofx_data.fid,
+                # conditionally return the bank and fid if they are provided by the vendor
+                'bank': self.ofx_data.fi.org if hasattr(self.ofx_data.fi, 'org') else None,
+                'fid': self.ofx_data.fi.fid if hasattr(self.ofx_data.fi, 'fid') else None,
                 'account_type': acc.accttype,
                 'account_number': acc.acctid,
                 'routing_number': acc.bankid,

django_ledger/io/roles.py

@@ -660,3 +660,9 @@ def validate_roles(roles: Union[str, List[str]], raise_exception: bool = True) -
             if raise_exception:
                 raise InvalidRoleError('{rls}) is invalid. Choices are {ch}'.format(ch=', '.join(VALID_ROLES), rls=r))
     return set(roles)
+
+VALID_PARENTS = {
+    ASSET_PPE_BUILDINGS_ACCUM_DEPRECIATION: [ASSET_PPE_BUILDINGS],
+    ASSET_PPE_EQUIPMENT_ACCUM_DEPRECIATION: [ASSET_PPE_EQUIPMENT],
+    ASSET_PPE_PLANT_ACCUM_DEPRECIATION: [ASSET_PPE_PLANT],
+}