django-ledger 0.6.3__py3-none-any.whl → 0.7.0__py3-none-any.whl

django_ledger/models/bank_account.py

@@ -2,10 +2,6 @@
 Django Ledger created by Miguel Sanda <msanda@arrobalytics.com>.
 Copyright© EDMA Group Inc licensed under the GPLv3 Agreement.
 
-Contributions to this module:
-    * Miguel Sanda <msanda@arrobalytics.com>
-    * Pranav P Tulshyan <ptulshyan77@gmail.com>
-
 A Bank Account refers to the financial institution which holds financial assets for the EntityModel.
 A bank account usually holds cash, which is a Current Asset. Transactions may be imported using the open financial
 format specification OFX into a staging area for final disposition into the EntityModel ledger.

django_ledger/models/bill.py

@@ -2,9 +2,6 @@
 Django Ledger created by Miguel Sanda <msanda@arrobalytics.com>.
 Copyright© EDMA Group Inc licensed under the GPLv3 Agreement.
 
-Contributions to this module:
-    * Miguel Sanda <msanda@arrobalytics.com>
-
 This module implements the BillModel, which represents an Invoice received from a Supplier/Vendor, on which
 the Vendor states the amount owed by the recipient for the purposes of supplying goods and/or services.
 In addition to tracking the bill amount, it tracks the paid and due amount.

django_ledger/models/closing_entry.py

@@ -1,9 +1,6 @@
 """
 Django Ledger created by Miguel Sanda <msanda@arrobalytics.com>.
 Copyright© EDMA Group Inc licensed under the GPLv3 Agreement.
-
-Contributions to this module:
-    * Miguel Sanda <msanda@arrobalytics.com>
 """
 
 from datetime import datetime, time

django_ledger/models/coa.py

@@ -2,12 +2,8 @@
 Django Ledger created by Miguel Sanda <msanda@arrobalytics.com>.
 Copyright© EDMA Group Inc licensed under the GPLv3 Agreement.
 
-Contributions to this module:
-    * Miguel Sanda <msanda@arrobalytics.com>
-    * Pranav P Tulshyan <ptulshyan77@gmail.com>
-
 Chart Of Accounts
-_________________
+-----------------
 
 A Chart of Accounts (CoA) is a crucial collection of logically grouped accounts within a ChartOfAccountModel,
 forming the backbone of financial statements. The CoA includes various account roles such as cash, accounts receivable,
@@ -29,7 +25,7 @@ from django.apps import apps
 from django.contrib.auth import get_user_model
 from django.core.exceptions import ValidationError
 from django.db import models
-from django.db.models import Q
+from django.db.models import Q, F
 from django.urls import reverse
 from django.utils.translation import gettext_lazy as _
 
@@ -66,6 +62,12 @@ class ChartOfAccountModelManager(models.Manager):
     to the ChartOfAccountModel.
     """
 
+    def get_queryset(self):
+        qs = super().get_queryset()
+        return qs.annotate(
+            _entity_slug=F('entity__slug')
+        )
+
     def for_user(self, user_model) -> ChartOfAccountModelQuerySet:
         """
         Fetches a QuerySet of ChartOfAccountModel that the UserModel as access to. May include ChartOfAccountModel from
@@ -157,6 +159,14 @@ class ChartOfAccountModelAbstract(SlugNameMixIn, CreateUpdateMixIn):
             return f'{self.name} ({self.slug})'
         return self.slug
 
+    @property
+    def entity_slug(self) -> str:
+        try:
+            # from QS annotation...
+            return getattr(self, '_entity_slug')
+        except AttributeError:
+            return self.entity.slug
+
     def get_coa_root_accounts_qs(self) -> AccountModelQuerySet:
         """
         Retrieves the root accounts in the chart of accounts.
@@ -563,23 +573,6 @@ class ChartOfAccountModelAbstract(SlugNameMixIn, CreateUpdateMixIn):
                 ]
             )
 
-    def mark_as_default_url(self) -> str:
-        """
-        Returns the URL to mark the current Chart of Accounts instances as Default for the EntityModel.
-
-        Returns
-        -------
-        str
-            The URL as a String.
-        """
-        return reverse(
-            viewname='django_ledger:coa-action-mark-as-default',
-            kwargs={
-                'entity_slug': self.entity.slug,
-                'coa_slug': self.slug
-            }
-        )
-
     def can_activate(self) -> bool:
         """
         Check if the ChartOffAccountModel instance can be activated.
@@ -630,23 +623,6 @@ class ChartOfAccountModelAbstract(SlugNameMixIn, CreateUpdateMixIn):
                     'updated'
                 ])
 
-    def mark_as_active_url(self) -> str:
-        """
-        Returns the URL to mark the current Chart of Accounts instances as active.
-
-        Returns
-        -------
-        str
-            The URL as a String.
-        """
-        return reverse(
-            viewname='django_ledger:coa-action-mark-as-active',
-            kwargs={
-                'entity_slug': self.entity.slug,
-                'coa_slug': self.slug
-            }
-        )
-
     def mark_as_inactive(self, commit: bool = False, raise_exception: bool = False, **kwargs):
         """
         Marks the current Chart of Accounts as Active.
@@ -674,6 +650,41 @@ class ChartOfAccountModelAbstract(SlugNameMixIn, CreateUpdateMixIn):
                     'updated'
                 ])
 
+    # URLS....
+    def mark_as_default_url(self) -> str:
+        """
+        Returns the URL to mark the current Chart of Accounts instances as Default for the EntityModel.
+
+        Returns
+        -------
+        str
+            The URL as a String.
+        """
+        return reverse(
+            viewname='django_ledger:coa-action-mark-as-default',
+            kwargs={
+                'entity_slug': self.entity_slug,
+                'coa_slug': self.slug
+            }
+        )
+
+    def mark_as_active_url(self) -> str:
+        """
+        Returns the URL to mark the current Chart of Accounts instances as active.
+
+        Returns
+        -------
+        str
+            The URL as a String.
+        """
+        return reverse(
+            viewname='django_ledger:coa-action-mark-as-active',
+            kwargs={
+                'entity_slug': self.entity_slug,
+                'coa_slug': self.slug
+            }
+        )
+
     def mark_as_inactive_url(self) -> str:
         """
         Returns the URL to mark the current Chart of Accounts instances as inactive.
@@ -686,7 +697,7 @@ class ChartOfAccountModelAbstract(SlugNameMixIn, CreateUpdateMixIn):
         return reverse(
             viewname='django_ledger:coa-action-mark-as-inactive',
             kwargs={
-                'entity_slug': self.entity.slug,
+                'entity_slug': self.entity_slug,
                 'coa_slug': self.slug
             }
         )
@@ -695,7 +706,7 @@ class ChartOfAccountModelAbstract(SlugNameMixIn, CreateUpdateMixIn):
         return reverse(
             viewname='django_ledger:coa-list',
             kwargs={
-                'entity_slug': self.entity.slug
+                'entity_slug': self.entity_slug
             }
         )
 
@@ -703,26 +714,26 @@ class ChartOfAccountModelAbstract(SlugNameMixIn, CreateUpdateMixIn):
         return reverse(
             viewname='django_ledger:coa-detail',
             kwargs={
-                'coa_slug': self.slug,
-                'entity_slug': self.entity.slug
+                'entity_slug': self.entity_slug,
+                'coa_slug': self.slug
             }
         )
 
     def get_account_list_url(self):
         return reverse(
-            viewname='django_ledger:account-list-coa',
+            viewname='django_ledger:account-list',
             kwargs={
-                'entity_slug': self.entity.slug,
+                'entity_slug': self.entity_slug,
                 'coa_slug': self.slug
             }
         )
 
     def get_create_coa_account_url(self):
         return reverse(
-            viewname='django_ledger:account-create-coa',
+            viewname='django_ledger:account-create',
             kwargs={
                 'coa_slug': self.slug,
-                'entity_slug': self.entity.slug
+                'entity_slug': self.entity_slug
             }
         )
 

django_ledger/models/coa_default.py

@@ -2,10 +2,6 @@
 Django Ledger created by Miguel Sanda <msanda@arrobalytics.com>.
 Copyright© EDMA Group Inc licensed under the GPLv3 Agreement.
 
-Contributions to this module:
-    * Miguel Sanda <msanda@arrobalytics.com>
-    * Pranav P Tulshyan <ptulshyan77@gmail.com>
-
 This is the base Chart of Accounts that has all the possible accounts that are useful for the preparation of the
 Financial Statements. A user may choose to use the default CoA at the creation of each EntityModel but it is not
 required. The default CoA is intended to provide a QuickStart solution for most use cases.
@@ -14,8 +10,10 @@ The Chart of Accounts is broadly bifurcated into 5 different Sections:
     1. Assets:
     2. Liabilities
     3. Shareholder's Equity
-    4. Expenses
-    5. Revenue
+    4. Income
+    5. COGS
+    6. Expenses
+
 
 The Django Ledger Default Chart of Accounts must include the following fields:
     * Code - String
@@ -75,7 +73,8 @@ Default Chart of Accounts Table
   6040  ex_regular                  debit           Bad Debt                                                       root_expenses
   6050  ex_regular                  debit           Bank Charges                                                   root_expenses
   6060  ex_regular                  debit           Commission Expense                                             root_expenses
-  6080  ex_regular                  debit           Employee Benefits                                               root_expenses
+  6080  ex_regular                  debit           Employee Benefits                                              root_expenses
+  6081  ex_regular                  debit           Employee Wages                                                 root_expenses
   6090  ex_regular                  debit           Freight                                                        root_expenses
   6110  ex_regular                  debit           Gifts                                                          root_expenses
   6120  ex_regular                  debit           Insurance                                                      root_expenses
@@ -83,7 +82,7 @@ Default Chart of Accounts Table
   6150  ex_regular                  debit           License Expense                                                root_expenses
   6170  ex_regular                  debit           Maintenance Expense                                            root_expenses
   6180  ex_regular                  debit           Meals & Entertainment                                          root_expenses
-  6190  ex_regular                  debit           Office Expense                                                  root_expenses
+  6190  ex_regular                  debit           Office Expense                                                 root_expenses
   6220  ex_regular                  debit           Printing                                                       root_expenses
   6230  ex_regular                  debit           Postage                                                        root_expenses
   6240  ex_regular                  debit           Rent                                                           root_expenses
@@ -262,6 +261,8 @@ DEFAULT_CHART_OF_ACCOUNTS = [
      'parent': None},
     {'code': '6080', 'role': roles.EXPENSE_OPERATIONAL, 'balance_type': 'debit', 'name': 'Employee Benefits',
      'parent': None},
+    {'code': '6081', 'role': roles.EXPENSE_OPERATIONAL, 'balance_type': 'debit', 'name': 'Employee Wages',
+     'parent': None},
     {'code': '6090', 'role': roles.EXPENSE_OPERATIONAL, 'balance_type': 'debit', 'name': 'Freight', 'parent': None},
     {'code': '6110', 'role': roles.EXPENSE_OPERATIONAL, 'balance_type': 'debit', 'name': 'Gifts', 'parent': None},
     {'code': '6120', 'role': roles.EXPENSE_OPERATIONAL, 'balance_type': 'debit', 'name': 'Insurance', 'parent': None},

django_ledger/models/customer.py

@@ -2,10 +2,6 @@
 Django Ledger created by Miguel Sanda <msanda@arrobalytics.com>.
 Copyright© EDMA Group Inc licensed under the GPLv3 Agreement.
 
-Contributions to this module:
-    * Miguel Sanda <msanda@arrobalytics.com>
-    * Pranav P Tulshyan <ptulshyan77@gmail.com>
-
 A Customer refers to the person or entity that buys product and services. When issuing Invoices, a Customer must be
 created before it can be assigned to the InvoiceModel. Only customers who are active can be assigned to new Invoices.
 """

django_ledger/models/data_import.py

@@ -1,9 +1,6 @@
 """
 Django Ledger created by Miguel Sanda <msanda@arrobalytics.com>.
 Copyright© EDMA Group Inc licensed under the GPLv3 Agreement.
-
-Contributions to this module:
-Miguel Sanda <msanda@arrobalytics.com>
 """
 
 from decimal import Decimal

django_ledger/models/entity.py

@@ -2,16 +2,13 @@
 Django Ledger created by Miguel Sanda <msanda@arrobalytics.com>.
 Copyright© EDMA Group Inc licensed under the GPLv3 Agreement.
 
-Contributions to this module:
-    * Miguel Sanda <msanda@arrobalytics.com>
-    * Pranav P Tulshyan ptulshyan77@gmail.com<>
-
 The EntityModel represents the Company, Corporation, Legal Entity, Enterprise or Person that engage and operate as a
 business. EntityModels can be created as part of a parent/child model structure to accommodate complex corporate
 structures where certain entities may be owned by other entities and may also generate consolidated financial statements.
+
 Another use case of parent/child model structures is the coordination and authorization of inter-company transactions
-across multiple related entities. The EntityModel encapsulates all LedgerModel, JournalEntryModel and TransactionModel which is the core structure of
-Django Ledger in order to track and produce all financials.
+across multiple related entities. The EntityModel encapsulates all LedgerModel, JournalEntryModel and TransactionModel
+which is the core structure of Django Ledger in order to track and produce all financials.
 
 The EntityModel must be assigned an Administrator at creation, and may have optional Managers that will have the ability
 to operate on such EntityModel.
@@ -36,7 +33,7 @@ from django.core.cache import caches
 from django.core.exceptions import ValidationError, ObjectDoesNotExist
 from django.core.validators import MinValueValidator
 from django.db import models
-from django.db.models import Q
+from django.db.models import Q, F
 from django.db.models.signals import pre_save
 from django.urls import reverse
 from django.utils.text import slugify
@@ -113,8 +110,14 @@ class EntityModelManager(MP_NodeManager):
 
     def get_queryset(self):
         """Sets the custom queryset as the default."""
-        qs = EntityModelQuerySet(self.model, using=self._db).order_by('path')
-        return qs.order_by('path').select_related('admin', 'default_coa')
+        qs = EntityModelQuerySet(
+            self.model,
+            using=self._db).order_by('path')
+        return qs.order_by('path').select_related(
+            'admin',
+            'default_coa').annotate(
+            _default_coa_slug=F('default_coa__slug'),
+        )
 
     def for_user(self, user_model, authorized_superuser: bool = False):
         """
@@ -421,6 +424,9 @@ class EntityModelFiscalPeriodMixIn:
 
 
 class EntityModelClosingEntryMixIn:
+    """
+    Closing Entries provide
+    """
 
     def validate_closing_entry_model(self, closing_entry_model, closing_date: Optional[date] = None):
         if isinstance(self, EntityModel):
@@ -519,7 +525,6 @@ class EntityModelClosingEntryMixIn:
         return self.get_closing_entry_queryset_for_date(closing_date=closing_date)
 
     # ----> Create Closing Entries <----
-
     def create_closing_entry_for_date(self,
                                       closing_date: date,
                                       closing_entry_model=None,
@@ -578,7 +583,6 @@ class EntityModelClosingEntryMixIn:
         return f'closing_entry_{end_dt_str}_{self.uuid}'
 
     # ----> Closing Entry Caching Month < -----
-
     def get_closing_entry_cache_for_date(self,
                                          closing_date: date,
                                          cache_name: str = 'default',
@@ -801,6 +805,13 @@ class EntityModelAbstract(MP_Node,
         super().__init__(*args, **kwargs)
         self._CLOSING_ENTRY_DATES: Optional[List[date]] = None
 
+    @property
+    def default_coa_slug(self):
+        try:
+            return getattr(self, '_default_coa_slug')
+        except AttributeError:
+            return self.default_coa.slug
+
     # ## Logging ###
     def get_logger_name(self):
         return f'EntityModel {self.uuid}'
@@ -1272,7 +1283,10 @@ class EntityModelAbstract(MP_Node,
     def get_coa_accounts(self,
                          coa_model: Optional[Union[ChartOfAccountModel, UUID, str]] = None,
                          active: bool = True,
-                         order_by: Optional[Tuple] = ('code',)) -> AccountModelQuerySet:
+                         locked: bool = False,
+                         order_by: Optional[Tuple] = ('code',),
+                         return_coa_model: bool = False,
+                         ) -> Union[AccountModelQuerySet, Tuple[ChartOfAccountModel, AccountModelQuerySet]]:
         """
         Fetches the AccountModelQuerySet for a specific ChartOfAccountModel.
 
@@ -1282,6 +1296,8 @@ class EntityModelAbstract(MP_Node,
             The ChartOfAccountsModel UUID, model instance or slug to pull accounts from. If None, will use default CoA.
         active: bool
             Selects only active accounts.
+        locked: bool
+            Selects only locked accounts.
         order_by: list of strings.
             Optional list of fields passed to the order_by QuerySet method.
 
@@ -1292,19 +1308,31 @@ class EntityModelAbstract(MP_Node,
         """
 
         if not coa_model:
-            account_model_qs = self.default_coa.accountmodel_set.all().select_related(
-                'coa_model', 'coa_model__entity').not_coa_root()
-        else:
+            coa_model = self.default_coa
+        elif isinstance(coa_model, UUID):
+            coa_model = self.chartofaccountmodel_set.select_related('entity').get(uuid__exact=coa_model)
+        elif isinstance(coa_model, str):
+            coa_model = self.chartofaccountmodel_set.select_related('entity').get(slug__exact=coa_model)
+        elif isinstance(coa_model, ChartOfAccountModel):
             self.validate_chart_of_accounts_for_entity(coa_model=coa_model)
-            account_model_qs = coa_model.accountmodel_set.select_related(
-                'coa_model', 'coa_model__entity').not_coa_root()
+        else:
+            raise EntityModelValidationError(
+                f'CoA Model {coa_model} must be an instance of ChartOfAccountModel, UUID, str or None.'
+            )
+
+        account_model_qs = coa_model.accountmodel_set.select_related('coa_model', 'coa_model__entity').not_coa_root()
 
         if active:
             account_model_qs = account_model_qs.active()
 
+        if locked:
+            account_model_qs = account_model_qs.locked()
+
         if order_by:
             account_model_qs = account_model_qs.order_by(*order_by)
 
+        if return_coa_model:
+            return coa_model, account_model_qs
         return account_model_qs
 
     def get_default_coa_accounts(self,
@@ -1687,11 +1715,12 @@ class EntityModelAbstract(MP_Node,
 
         account_model_qs = self.get_coa_accounts(coa_model=coa_model, active=True)
 
-        account_model_qs = account_model_qs.with_roles(roles=[
-            roles_module.ASSET_CA_CASH,
-            roles_module.ASSET_CA_PREPAID,
-            roles_module.LIABILITY_CL_ACC_PAYABLE
-        ]).is_role_default()
+        account_model_qs = account_model_qs.with_roles(
+            roles=[
+                roles_module.ASSET_CA_CASH,
+                roles_module.ASSET_CA_PREPAID,
+                roles_module.LIABILITY_CL_ACC_PAYABLE
+            ]).is_role_default()
 
         # evaluates the queryset...
         len(account_model_qs)
@@ -1796,11 +1825,12 @@ class EntityModelAbstract(MP_Node,
             raise EntityModelValidationError('CustomerModel must be an instance of CustomerModel, UUID or str.')
 
         account_model_qs = self.get_coa_accounts(coa_model=coa_model, active=True)
-        account_model_qs = account_model_qs.with_roles(roles=[
-            roles_module.ASSET_CA_CASH,
-            roles_module.ASSET_CA_RECEIVABLES,
-            roles_module.LIABILITY_CL_DEFERRED_REVENUE
-        ]).is_role_default()
+        account_model_qs = account_model_qs.with_roles(
+            roles=[
+                roles_module.ASSET_CA_CASH,
+                roles_module.ASSET_CA_RECEIVABLES,
+                roles_module.LIABILITY_CL_DEFERRED_REVENUE
+            ]).is_role_default()
 
         # evaluates the queryset...
         len(account_model_qs)
@@ -1991,7 +2021,9 @@ class EntityModelAbstract(MP_Node,
             raise EntityModelValidationError(
                 _(f'Invalid Account Type: choices are {BankAccountModel.VALID_ACCOUNT_TYPES}'))
         account_model_qs = self.get_coa_accounts(coa_model=coa_model, active=True)
-        account_model_qs = account_model_qs.with_roles(roles=roles_module.ASSET_CA_CASH).is_role_default()
+        account_model_qs = account_model_qs.with_roles(
+            roles=roles_module.ASSET_CA_CASH
+        ).is_role_default()
         bank_account_model = BankAccountModel(
             name=name,
             entity_model=self,
@@ -2147,11 +2179,12 @@ class EntityModelAbstract(MP_Node,
                 raise EntityModelValidationError(f'Invalid UnitOfMeasureModel for entity {self.slug}...')
 
         account_model_qs = self.get_coa_accounts(coa_model=coa_model, active=True)
-        account_model_qs = account_model_qs.with_roles(roles=[
-            roles_module.ASSET_CA_INVENTORY,
-            roles_module.COGS,
-            roles_module.INCOME_OPERATIONAL
-        ]).is_role_default()
+        account_model_qs = account_model_qs.with_roles(
+            roles=[
+                roles_module.ASSET_CA_INVENTORY,
+                roles_module.COGS,
+                roles_module.INCOME_OPERATIONAL
+            ]).is_role_default()
 
         # evaluates the queryset...
         len(account_model_qs)
@@ -2222,10 +2255,11 @@ class EntityModelAbstract(MP_Node,
                 raise EntityModelValidationError(f'Invalid UnitOfMeasureModel for entity {self.slug}...')
 
         account_model_qs = self.get_coa_accounts(coa_model=coa_model, active=True)
-        account_model_qs = account_model_qs.with_roles(roles=[
-            roles_module.COGS,
-            roles_module.INCOME_OPERATIONAL
-        ]).is_role_default()
+        account_model_qs = account_model_qs.with_roles(
+            roles=[
+                roles_module.COGS,
+                roles_module.INCOME_OPERATIONAL
+            ]).is_role_default()
 
         # evaluates the queryset...
         len(account_model_qs)
@@ -2301,7 +2335,9 @@ class EntityModelAbstract(MP_Node,
                 raise EntityModelValidationError(f'Invalid UnitOfMeasureModel for entity {self.slug}...')
 
         account_model_qs = self.get_coa_accounts(coa_model=coa_model, active=True)
-        account_model_qs = account_model_qs.with_roles(roles=roles_module.EXPENSE_OPERATIONAL)
+        account_model_qs = account_model_qs.with_roles(
+            roles=roles_module.EXPENSE_OPERATIONAL
+        )
         if not expense_account:
             expense_account = account_model_qs.is_role_default().get()
         elif isinstance(expense_account, UUID):
@@ -2400,7 +2436,9 @@ class EntityModelAbstract(MP_Node,
                 raise EntityModelValidationError(f'Invalid UnitOfMeasureModel for entity {self.slug}...')
 
         account_model_qs = self.get_coa_accounts(coa_model=coa_model, active=True)
-        account_model_qs = account_model_qs.with_roles(roles=roles_module.ASSET_CA_INVENTORY)
+        account_model_qs = account_model_qs.with_roles(
+            roles=roles_module.ASSET_CA_INVENTORY
+        )
         if not inventory_account:
             inventory_account = account_model_qs.is_role_default().get()
         elif isinstance(inventory_account, UUID):
@@ -2620,7 +2658,9 @@ class EntityModelAbstract(MP_Node,
             ROLES_NEEDED.append(roles_module.EQUITY_CAPITAL)
 
         account_model_qs = self.get_coa_accounts(coa_model=coa_model)
-        account_model_qs = account_model_qs.with_roles(roles=ROLES_NEEDED).is_role_default()
+        account_model_qs = account_model_qs.with_roles(
+            roles=ROLES_NEEDED
+        ).is_role_default()
 
         if not cash_account or not capital_account:
             if cash_account or capital_account:

django_ledger/models/estimate.py

@@ -2,9 +2,6 @@
 Django Ledger created by Miguel Sanda <msanda@arrobalytics.com>.
 Copyright© EDMA Group Inc licensed under the GPLv3 Agreement.
 
-Contributions to this module:
-    * Miguel Sanda <msanda@arrobalytics.com>
-
 The EstimateModel provides the means to estimate customer requests, jobs or quotes that may ultimately be considered
 contracts, if approved. The EstimateModels will estimate revenues and costs associated with a specific scope of work
 which is documented using ItemTransactionModels.
@@ -140,12 +137,6 @@ class EstimateModelManager(models.Manager):
         user_model
             Logged in and authenticated django UserModel instance.
 
-        Examples
-        --------
-            >>> request_user = request.user
-            >>> slug = kwargs['entity_slug'] # may come from request kwargs
-            >>> bill_model_qs = EstimateModel.objects.for_entity(user_model=request_user, entity_slug=slug)
-
         Returns
         -------
         EstimateModelQuerySet

django_ledger/models/invoice.py

@@ -2,9 +2,6 @@
 Django Ledger created by Miguel Sanda <msanda@arrobalytics.com>.
 Copyright© EDMA Group Inc licensed under the GPLv3 Agreement.
 
-Contributions to this module:
-    * Miguel Sanda <msanda@arrobalytics.com>
-
 This module implements the InvoiceModel, which represents the Sales Invoice/ Sales Invoice/ Tax Invoice/ Proof of Sale
 which the :func:`EntityModel <django_ledger.models.entity.EntityModel>` issues to its customers for the supply of
 goods or services. The model manages all the Sales Invoices which are issued by the :func:`EntityModel

django_ledger/models/items.py

@@ -2,10 +2,6 @@
 Django Ledger created by Miguel Sanda <msanda@arrobalytics.com>.
 Copyright© EDMA Group Inc licensed under the GPLv3 Agreement.
 
-Contributions to this module:
-    * Miguel Sanda <msanda@arrobalytics.com>
-    * Pranav P Tulshyan <ptulshyan77@gmail.com>
-
 The Items refer to the additional detail provided to Bills, Invoices, Purchase Orders and Estimates for the purposes of
 documenting a breakdown of materials, labor, equipment, and other resources used for the purposes of the business
 operations.
@@ -389,7 +385,10 @@ class ItemModelManager(models.Manager):
         ItemModelQuerySet
             A Filtered ItemModelQuerySet.
         """
-        qs = self.for_entity_active(entity_slug=entity_slug, user_model=user_model)
+        qs = self.for_entity_active(
+            entity_slug=entity_slug,
+            user_model=user_model
+        )
         return qs.filter(
             (
                     Q(is_product_or_service=False) &
@@ -527,7 +526,6 @@ class ItemModelAbstract(CreateUpdateMixIn):
     uuid = models.UUIDField(default=uuid4, editable=False, primary_key=True)
     name = models.CharField(max_length=100, verbose_name=_('Item Name'))
 
-    # todo: rename this and remove 'id' from it.
     item_id = models.CharField(max_length=50, blank=True, null=True, verbose_name=_('Internal ID'))
     item_number = models.CharField(max_length=30, editable=False, verbose_name=_('Item Number'))
     item_role = models.CharField(max_length=10, choices=ITEM_ROLE_CHOICES, null=True, blank=True)

django_ledger/models/journal_entry.py

@@ -2,9 +2,6 @@
 Django Ledger created by Miguel Sanda <msanda@arrobalytics.com>.
 Copyright© EDMA Group Inc licensed under the GPLv3 Agreement.
 
-Contributions to this module:
-    * Miguel Sanda <msanda@arrobalytics.com>
-
 A Journal Entry (JE) is the foundation of all double entry accounting and financial data of any EntityModel.
 A JE encapsulates a collection of TransactionModel, which must contain two transactions at a minimum. Each transaction
 must perform a DEBIT or a CREDIT to an AccountModel. The JE Model performs additional validation to make sure that
@@ -37,7 +34,7 @@ from uuid import uuid4, UUID
 
 from django.core.exceptions import FieldError, ObjectDoesNotExist, ValidationError
 from django.db import models, transaction, IntegrityError
-from django.db.models import Q, Sum, QuerySet, F
+from django.db.models import Q, Sum, QuerySet, F, Manager
 from django.db.models.functions import Coalesce
 from django.db.models.signals import pre_save
 from django.urls import reverse
@@ -144,7 +141,7 @@ class JournalEntryModelQuerySet(QuerySet):
         return self.filter(locked=False)
 
 
-class JournalEntryModelManager(models.Manager):
+class JournalEntryModelManager(Manager):
     """
     A custom defined Journal Entry Model Manager that supports additional complex initial Queries based on the
     EntityModel and authenticated UserModel.

django_ledger/models/ledger.py

@@ -2,9 +2,6 @@
 Django Ledger created by Miguel Sanda <msanda@arrobalytics.com>.
 Copyright© EDMA Group Inc licensed under the GPLv3 Agreement.
 
-Contributions to this module:
-    * Miguel Sanda <msanda@arrobalytics.com>
-
 The LedgerModel is the heart of Django Ledger. It is a self-contained unit of accounting that implements a
 double-entry accounting system capable of creating and managing transactions into the ledger and producing any financial
 statements. In essence, an EntityModel is made of a collection of LedgerModels that drive the whole bookkeeping process.

django_ledger/models/mixins.py

@@ -2,9 +2,6 @@
 Django Ledger created by Miguel Sanda <msanda@arrobalytics.com>.
 Copyright© EDMA Group Inc licensed under the GPLv3 Agreement.
 
-Contributions to this module:
-    * Miguel Sanda <msanda@arrobalytics.com>
-
 This module implements the different model MixIns used on different Django Ledger Models to implement common
 functionality.
 """