django-ledger 0.6.4__py3-none-any.whl → 0.7.1__py3-none-any.whl

django_ledger/views/item.py

@@ -1,3 +1,11 @@
+"""
+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 django.contrib.messages import add_message, ERROR
 from django.core.exceptions import ObjectDoesNotExist
 from django.db import IntegrityError
@@ -20,19 +28,17 @@ from django_ledger.views.mixins import DjangoLedgerSecurityMixIn
 # todo: Create delete views...
 
 # UNIT OF MEASURE VIEWS....
-class UnitOfMeasureModelModelViewQuerySetMixIn:
+class UnitOfMeasureModelModelBaseView(DjangoLedgerSecurityMixIn):
     queryset = None
 
     def get_queryset(self):
         if self.queryset is None:
-            self.queryset = UnitOfMeasureModel.objects.for_entity(
-                entity_slug=self.kwargs['entity_slug'],
-                user_model=self.request.user
-            )
+            entity_model: EntityModel = self.get_authorized_entity_instance()
+            self.queryset = entity_model.unitofmeasuremodel_set.all()
         return super().get_queryset()
 
 
-class UnitOfMeasureModelListView(DjangoLedgerSecurityMixIn, UnitOfMeasureModelModelViewQuerySetMixIn, ListView):
+class UnitOfMeasureModelListView(UnitOfMeasureModelModelBaseView, ListView):
     template_name = 'django_ledger/uom/uom_list.html'
     PAGE_TITLE = _('Unit of Measures')
     context_object_name = 'uom_list'
@@ -43,7 +49,7 @@ class UnitOfMeasureModelListView(DjangoLedgerSecurityMixIn, UnitOfMeasureModelMo
     }
 
 
-class UnitOfMeasureModelCreateView(DjangoLedgerSecurityMixIn, UnitOfMeasureModelModelViewQuerySetMixIn, CreateView):
+class UnitOfMeasureModelCreateView(UnitOfMeasureModelModelBaseView, CreateView):
     template_name = 'django_ledger/uom/uom_create.html'
     PAGE_TITLE = _('Create Unit of Measure')
     extra_context = {
@@ -92,7 +98,7 @@ class UnitOfMeasureModelCreateView(DjangoLedgerSecurityMixIn, UnitOfMeasureModel
         return super().form_valid(form)
 
 
-class UnitOfMeasureModelUpdateView(DjangoLedgerSecurityMixIn, UnitOfMeasureModelModelViewQuerySetMixIn, UpdateView):
+class UnitOfMeasureModelUpdateView(UnitOfMeasureModelModelBaseView, UpdateView):
     template_name = 'django_ledger/uom/uom_update.html'
     PAGE_TITLE = _('Update Unit of Measure')
     context_object_name = 'uom'
@@ -118,7 +124,7 @@ class UnitOfMeasureModelUpdateView(DjangoLedgerSecurityMixIn, UnitOfMeasureModel
         )
 
 
-class UnitOfMeasureModelDeleteView(DjangoLedgerSecurityMixIn, UnitOfMeasureModelModelViewQuerySetMixIn, DeleteView):
+class UnitOfMeasureModelDeleteView(UnitOfMeasureModelModelBaseView, DeleteView):
     pk_url_kwarg = 'uom_pk'
     template_name = 'django_ledger/uom/uom_delete.html'
     context_object_name = 'uom_model'
@@ -150,23 +156,21 @@ class UnitOfMeasureModelDeleteView(DjangoLedgerSecurityMixIn, UnitOfMeasureModel
 
 
 # PRODUCTS VIEWS...
-class ProductItemModelModelViewQuerySetMixIn:
+class ProductItemModelModelBaseView(DjangoLedgerSecurityMixIn):
     queryset = None
 
     def get_queryset(self):
         if not self.queryset:
-            self.queryset = ItemModel.objects.for_entity(
-                entity_slug=self.kwargs['entity_slug'],
-                user_model=self.request.user
-            ).products().select_related(
-                'earnings_account', 'cogs_account',
-                'inventory_account', 'uom').order_by('-updated')
+            entity_model: EntityModel = self.get_authorized_entity_instance()
+            self.queryset = entity_model.itemmodel_set.products().select_related(
+                'earnings_account',
+                'cogs_account',
+                'inventory_account',
+                'uom').order_by('-updated')
         return super().get_queryset()
 
 
-class ProductListView(DjangoLedgerSecurityMixIn,
-                      ProductItemModelModelViewQuerySetMixIn,
-                      ListView):
+class ProductListView(ProductItemModelModelBaseView, ListView):
     template_name = 'django_ledger/product/product_list.html'
     PAGE_TITLE = _('Products')
     context_object_name = 'product_list'
@@ -177,9 +181,7 @@ class ProductListView(DjangoLedgerSecurityMixIn,
     }
 
 
-class ProductCreateView(DjangoLedgerSecurityMixIn,
-                        ProductItemModelModelViewQuerySetMixIn,
-                        CreateView):
+class ProductCreateView(ProductItemModelModelBaseView, CreateView):
     template_name = 'django_ledger/product/product_create.html'
     model = ItemModel
     PAGE_TITLE = _('Create New Product')
@@ -212,9 +214,7 @@ class ProductCreateView(DjangoLedgerSecurityMixIn,
         return super().form_valid(form=form)
 
 
-class ProductUpdateView(DjangoLedgerSecurityMixIn,
-                        ProductItemModelModelViewQuerySetMixIn,
-                        UpdateView):
+class ProductUpdateView(ProductItemModelModelBaseView, UpdateView):
     template_name = 'django_ledger/product/product_update.html'
     PAGE_TITLE = _('Update Product')
     context_object_name = 'item'
@@ -226,10 +226,10 @@ class ProductUpdateView(DjangoLedgerSecurityMixIn,
     }
 
     def get_queryset(self):
-        return ItemModel.objects.products(
-            entity_slug=self.kwargs['entity_slug'],
+        return ItemModel.objects.for_entity(
+            entity_slug=self.AUTHORIZED_ENTITY_MODEL,
             user_model=self.request.user
-        )
+        ).products()
 
     def get_form(self, form_class=None):
         return ProductUpdateForm(
@@ -245,9 +245,7 @@ class ProductUpdateView(DjangoLedgerSecurityMixIn,
                        })
 
 
-class ProductDeleteView(DjangoLedgerSecurityMixIn,
-                        ProductItemModelModelViewQuerySetMixIn,
-                        DeleteView):
+class ProductDeleteView(ProductItemModelModelBaseView, DeleteView):
     template_name = 'django_ledger/product/product_delete.html'
     pk_url_kwarg = 'item_pk'
     context_object_name = 'item_model'
@@ -280,23 +278,21 @@ class ProductDeleteView(DjangoLedgerSecurityMixIn,
 
 
 # SERVICES VIEWS...
-class ServiceItemModelModelViewQuerySetMixIn:
+class ServiceItemModelModelBaseView(DjangoLedgerSecurityMixIn):
     queryset = None
 
     def get_queryset(self):
         if not self.queryset:
-            self.queryset = ItemModel.objects.for_entity(
-                entity_slug=self.kwargs['entity_slug'],
-                user_model=self.request.user
-            ).services().select_related(
-                'earnings_account', 'cogs_account',
-                'inventory_account', 'uom').order_by('-updated')
+            entity_model: EntityModel = self.get_authorized_entity_instance()
+            self.queryset = entity_model.itemmodel_set.services().select_related(
+                'earnings_account',
+                'cogs_account',
+                'inventory_account',
+                'uom').order_by('-updated')
         return super().get_queryset()
 
 
-class ServiceListView(DjangoLedgerSecurityMixIn,
-                      ServiceItemModelModelViewQuerySetMixIn,
-                      ListView):
+class ServiceListView(ServiceItemModelModelBaseView, ListView):
     template_name = 'django_ledger/service/service_list.html'
     PAGE_TITLE = _('Services')
     context_object_name = 'service_list'
@@ -307,9 +303,7 @@ class ServiceListView(DjangoLedgerSecurityMixIn,
     }
 
 
-class ServiceCreateView(DjangoLedgerSecurityMixIn,
-                        ServiceItemModelModelViewQuerySetMixIn,
-                        CreateView):
+class ServiceCreateView(ServiceItemModelModelBaseView, CreateView):
     template_name = 'django_ledger/service/service_create.html'
     model = ItemModel
     PAGE_TITLE = _('Create New Service')
@@ -341,9 +335,7 @@ class ServiceCreateView(DjangoLedgerSecurityMixIn,
         return super().form_valid(form=form)
 
 
-class ServiceUpdateView(DjangoLedgerSecurityMixIn,
-                        ServiceItemModelModelViewQuerySetMixIn,
-                        UpdateView):
+class ServiceUpdateView(ServiceItemModelModelBaseView, UpdateView):
     template_name = 'django_ledger/service/service_update.html'
     PAGE_TITLE = _('Update Service')
     context_object_name = 'item'
@@ -374,9 +366,7 @@ class ServiceUpdateView(DjangoLedgerSecurityMixIn,
                        })
 
 
-class ServiceDeleteView(DjangoLedgerSecurityMixIn,
-                        ServiceItemModelModelViewQuerySetMixIn,
-                        DeleteView):
+class ServiceDeleteView(ServiceItemModelModelBaseView, DeleteView):
     template_name = 'django_ledger/service/service_delete.html'
     pk_url_kwarg = 'item_pk'
     context_object_name = 'item_model'
@@ -409,20 +399,19 @@ class ServiceDeleteView(DjangoLedgerSecurityMixIn,
 
 
 # EXPENSE ITEMS VIEW...
-
-class ExpenseItemItemModelModelViewQuerySetMixIn:
+class ExpenseItemItemModelModelBaseView(DjangoLedgerSecurityMixIn):
     queryset = None
 
     def get_queryset(self):
         if not self.queryset:
-            self.queryset = ItemModel.objects.for_entity(
-                entity_slug=self.kwargs['entity_slug'],
-                user_model=self.request.user
-            ).expenses().select_related('expense_account', 'uom').order_by('-updated')
+            entity_model: EntityModel = self.get_authorized_entity_instance()
+            self.queryset = entity_model.itemmodel_set.expenses().select_related(
+                'expense_account',
+                'uom').order_by('-updated')
         return super().get_queryset()
 
 
-class ExpenseItemModelListView(DjangoLedgerSecurityMixIn, ExpenseItemItemModelModelViewQuerySetMixIn, ListView):
+class ExpenseItemModelListView(ExpenseItemItemModelModelBaseView, ListView):
     template_name = 'django_ledger/expense/expense_list.html'
     PAGE_TITLE = _('Expense Items')
     context_object_name = 'expense_list'
@@ -433,7 +422,7 @@ class ExpenseItemModelListView(DjangoLedgerSecurityMixIn, ExpenseItemItemModelMo
     }
 
 
-class ExpenseItemCreateView(DjangoLedgerSecurityMixIn, ExpenseItemItemModelModelViewQuerySetMixIn, CreateView):
+class ExpenseItemCreateView(ExpenseItemItemModelModelBaseView, CreateView):
     template_name = 'django_ledger/expense/expense_create.html'
     model = ItemModel
     PAGE_TITLE = _('Create New Expense Item')
@@ -466,7 +455,7 @@ class ExpenseItemCreateView(DjangoLedgerSecurityMixIn, ExpenseItemItemModelModel
         return super().form_valid(form=form)
 
 
-class ExpenseItemUpdateView(DjangoLedgerSecurityMixIn, ExpenseItemItemModelModelViewQuerySetMixIn, UpdateView):
+class ExpenseItemUpdateView(ExpenseItemItemModelModelBaseView, UpdateView):
     template_name = 'django_ledger/expense/expense_update.html'
     PAGE_TITLE = _('Update Expense Item')
     context_object_name = 'item'
@@ -493,20 +482,21 @@ class ExpenseItemUpdateView(DjangoLedgerSecurityMixIn, ExpenseItemItemModelModel
 
 
 # INVENTORY VIEWS...
-
-class InventoryItemItemModelModelViewQuerySetMixIn:
+class InventoryItemItemModelModelBaseView(DjangoLedgerSecurityMixIn):
     queryset = None
 
     def get_queryset(self):
         if not self.queryset:
-            self.queryset = ItemModel.objects.for_entity(
-                entity_slug=self.kwargs['entity_slug'],
-                user_model=self.request.user
-            ).inventory_wip().select_related('inventory_account', 'cogs_account', 'uom').order_by('-updated')
+            entity_model: EntityModel = self.get_authorized_entity_instance()
+            self.queryset = entity_model.itemmodel_set.inventory_wip().select_related(
+                'inventory_account',
+                'cogs_account',
+                'uom'
+            ).order_by('-updated')
         return super().get_queryset()
 
 
-class InventoryItemModelListView(DjangoLedgerSecurityMixIn, InventoryItemItemModelModelViewQuerySetMixIn, ListView):
+class InventoryItemModelListView(InventoryItemItemModelModelBaseView, ListView):
     template_name = 'django_ledger/inventory/inventory_item_list.html'
     PAGE_TITLE = _('Inventory Items')
     context_object_name = 'inventory_item_list'
@@ -517,7 +507,7 @@ class InventoryItemModelListView(DjangoLedgerSecurityMixIn, InventoryItemItemMod
     }
 
 
-class InventoryItemCreateView(DjangoLedgerSecurityMixIn, InventoryItemItemModelModelViewQuerySetMixIn, CreateView):
+class InventoryItemCreateView(InventoryItemItemModelModelBaseView, CreateView):
     template_name = 'django_ledger/inventory/inventory_item_create.html'
     model = ItemModel
     PAGE_TITLE = _('Create New Inventory Item')
@@ -554,7 +544,7 @@ class InventoryItemCreateView(DjangoLedgerSecurityMixIn, InventoryItemItemModelM
         return super().form_valid(form=form)
 
 
-class InventoryItemUpdateView(DjangoLedgerSecurityMixIn, InventoryItemItemModelModelViewQuerySetMixIn, UpdateView):
+class InventoryItemUpdateView(InventoryItemItemModelModelBaseView, UpdateView):
     template_name = 'django_ledger/inventory/inventory_item_update.html'
     PAGE_TITLE = _('Update Inventory Item')
     context_object_name = 'item'

django_ledger/views/journal_entry.py

@@ -3,7 +3,7 @@ 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>
+    * Miguel Sanda <msanda@arrobalytics.com>
 """
 from django.contrib import messages
 from django.core.exceptions import ImproperlyConfigured, ValidationError

django_ledger/views/ledger.py

@@ -3,7 +3,7 @@ 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>
+    * Miguel Sanda <msanda@arrobalytics.com>
 """
 from django.contrib import messages
 from django.core.exceptions import ImproperlyConfigured, ValidationError
@@ -38,6 +38,7 @@ class LedgerModelModelViewQuerySetMixIn:
 
 
 class LedgerModelListView(DjangoLedgerSecurityMixIn, LedgerModelModelViewQuerySetMixIn, ArchiveIndexView):
+    allow_empty = True
     context_object_name = 'ledger_list'
     template_name = 'django_ledger/ledger/ledger_list.html'
     PAGE_TITLE = _('Entity Ledgers')
@@ -49,6 +50,7 @@ class LedgerModelListView(DjangoLedgerSecurityMixIn, LedgerModelModelViewQuerySe
     date_field = 'created'
     ordering = '-created'
 
+
     show_all = False
     show_current = False
     show_visible = False

django_ledger/views/mixins.py

@@ -3,7 +3,7 @@ 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>
+    * Miguel Sanda <msanda@arrobalytics.com>
 """
 
 from calendar import monthrange
@@ -314,10 +314,20 @@ class SuccessUrlNextMixIn:
 
 class DjangoLedgerSecurityMixIn(LoginRequiredMixin, PermissionRequiredMixin):
     ENTITY_SLUG_URL_KWARG = 'entity_slug'
-    AUTHORIZED_ENTITY_MODEL: Optional[EntityModel] = None
+    ENTITY_MODEL_CONTEXT_NAME = 'entity_model'
     AUTHORIZE_SUPERUSER: bool = DJANGO_LEDGER_AUTHORIZED_SUPERUSER
     permission_required = []
 
+    def __init__(self, *args, **kwargs):
+        self.AUTHORIZED_ENTITY_MODEL: Optional[EntityModel] = None
+        super().__init__(*args, **kwargs)
+
+    def get_context_data(self, **kwargs):
+        context = super().get_context_data(**kwargs)
+        context[self.ENTITY_MODEL_CONTEXT_NAME] = self.get_authorized_entity_instance(raise_exception=False)
+        return context
+
+
     def get_login_url(self):
         return reverse('django_ledger:login')
 
@@ -355,12 +365,13 @@ class DjangoLedgerSecurityMixIn(LoginRequiredMixin, PermissionRequiredMixin):
         return EntityModel.objects.for_user(
             user_model=self.request.user,
             authorized_superuser=self.get_superuser_authorization(),
-        ).only(
-            'uuid', 'slug', 'name', 'default_coa', 'admin')
+        )
 
-    def get_authorized_entity_instance(self) -> Optional[EntityModel]:
+    def get_authorized_entity_instance(self, raise_exception: bool = True) -> Optional[EntityModel]:
         if self.AUTHORIZED_ENTITY_MODEL is None:
-            raise Http404()
+            if raise_exception:
+                raise Http404()
+            return
         return self.AUTHORIZED_ENTITY_MODEL
 
 
@@ -389,7 +400,6 @@ class EntityUnitMixIn:
 
 
 class DigestContextMixIn:
-
     IO_DIGEST_UNBOUNDED = False
     IO_DIGEST_BOUNDED = False
 
@@ -522,7 +532,8 @@ class BaseDateNavigationUrlMixIn:
         'entity_slug',
         'unit_slug',
         'ledger_pk',
-        'account_pk'
+        'account_pk',
+        'coa_slug'
     )
 
     def get_context_data(self, **kwargs):
@@ -533,11 +544,12 @@ class BaseDateNavigationUrlMixIn:
     def get_base_date_nav_url(self, context, **kwargs):
         view_name = context['view'].request.resolver_match.url_name
         view_name_base = '-'.join(view_name.split('-')[:2])
-        context['date_navigation_url'] = reverse(f'django_ledger:{view_name_base}',
-                                                 kwargs={
-                                                     k: v for k, v in self.kwargs.items() if
-                                                     k in self.BASE_DATE_URL_KWARGS
-                                                 })
+        context['date_navigation_url'] = reverse(
+            f'django_ledger:{view_name_base}',
+            kwargs={
+                k: v for k, v in self.kwargs.items() if
+                k in self.BASE_DATE_URL_KWARGS
+            })
 
 
 class PDFReportMixIn:

django_ledger/views/purchase_order.py

@@ -3,7 +3,7 @@ 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>
+    * Miguel Sanda <msanda@arrobalytics.com>
 """
 from django.contrib import messages
 from django.core.exceptions import ImproperlyConfigured, ValidationError

django_ledger/views/transactions.py

@@ -3,5 +3,5 @@ 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>
+    * Miguel Sanda <msanda@arrobalytics.com>
 """

django_ledger/views/unit.py

@@ -1,3 +1,12 @@
+"""
+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 django.http import HttpResponseRedirect
 from django.shortcuts import get_object_or_404
 from django.urls import reverse

django_ledger/views/vendor.py

@@ -3,7 +3,7 @@ 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>
+    * Miguel Sanda <msanda@arrobalytics.com>
 """
 from django.shortcuts import get_object_or_404
 from django.urls import reverse

{django_ledger-0.6.4.dist-info → django_ledger-0.7.1.dist-info}/AUTHORS.md

@@ -7,12 +7,18 @@ Django Ledger was created by [Miguel Sanda](https://github.com/elarroba).
 ### Project Maintainers
 * Miguel Sanda [@elarroba](https://github.com/elarroba)
 
-### Developers & Contributors
+### Developers
 * Miguel Sanda [@elarroba](https://github.com/elarroba)
+
+### Contributors
 * Michael Noel [@mnooel](https://github.com/mnooel)
 * Eric Owuor [@Ericpaul](https://github.com/25-do)
+* Pranav P Tulshyan
 
 ### Accountants, CPAs & Bookkeepers
 * Miguel Sanda [@elarroba](https://github.com/elarroba)
 * Albert Salazar [@Beachwood619](https://github.com/Beachwood619)
-* Michael Noel, CPA [@mnooel](https://github.com/mnooel) 
+* Michael Noel, CPA [@mnooel](https://github.com/mnooel) 
+
+### Documentation Contributors
+* Miguel Sanda [@elarroba](https://github.com/elarroba)

{django_ledger-0.6.4.dist-info → django_ledger-0.7.1.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.1
 Name: django-ledger
-Version: 0.6.4
+Version: 0.7.1
 Summary: Double entry accounting system built on the Django Web Framework.
 Author-email: Miguel Sanda <msanda@arrobalytics.com>
 Maintainer-email: Miguel Sanda <msanda@arrobalytics.com>
@@ -14,6 +14,7 @@ Classifier: Programming Language :: Python :: 3
 Classifier: Programming Language :: Python :: Implementation :: CPython
 Classifier: Topic :: Office/Business :: Financial :: Accounting
 Classifier: Framework :: Django :: 4.0
+Classifier: Framework :: Django :: 5.0
 Classifier: Intended Audience :: Financial and Insurance Industry
 Classifier: Intended Audience :: End Users/Desktop
 Classifier: License :: OSI Approved :: GNU General Public License v3 or later (GPLv3+)
@@ -40,59 +41,47 @@ Requires-Dist: furo ; extra == 'dev'
 
 ![django ledger logo](https://us-east-1.linodeobjects.com/django-ledger/logo/django-ledger-logo@2x.png)
 
-### An Accounting, Bookkeeping & Financial Analysis Engine for the Django Framework.
+# Django Ledger
 
-Introducing __Django Ledger__, a powerful double entry accounting system designed for financially driven applications
-using the [Django Web Framework](https://www.djangoproject.com). Developed by lead developer Miguel Sanda, this system
-offers a simplified, high-level API, making it easier for users to navigate the complexities of accounting. 
+## A Double Entry Accounting Engine for Django
 
-If you have prior experience with Django, you'll find this software even more effective. And, for those interested 
-in contributing, consider joining our new discord channel for further collaboration and discussions.
+Django Ledger is a powerful financial management system built on the Django Web Framework. It offers a simplified API for handling complex accounting tasks in financially driven applications.
 
-### Questions? Join our Discord Channel [Here](https://discord.gg/c7PZcbYgrc)
+[Join our Discord](https://discord.gg/c7PZcbYgrc) | [Documentation](https://django-ledger.readthedocs.io/en/latest/) | [QuickStart Notebook](https://github.com/arrobalytics/django-ledger/blob/develop/notebooks/QuickStart%20Notebook.ipynb)
 
-### Documentation
+## Key Features
 
-Access the latest documentation and QuickStart guide [here](https://django-ledger.readthedocs.io/en/latest/).
-Also, you may download the QuickStart Jupyter Notebook
-[here](https://github.com/arrobalytics/django-ledger/blob/develop/notebooks/QuickStart%20Notebook.ipynb).
+- High-level API
+- Double entry accounting
+- Hierarchical Chart of Accounts
+- Financial statements (Income Statement, Balance Sheet, Cash Flow)
+- Purchase Orders, Sales Orders, Bills, and Invoices
+- Financial ratio calculations
+- Multi-tenancy support
+- Ledgers, Journal Entries & Transactions
+- OFX & QFX file import
+- Closing Entries
+- Inventory management
+- Unit of Measures
+- Bank account information
+- Django Admin integration
+- Built-in Entity Management UI
 
-# Main Features
+## Getting Involved
 
-- High Level API.
-- Double entry accounting system.
-- Multiple Hierarchical Chart of Accounts.
-- Financial Statements (Income Statement, Balance Sheet & Cash Flow Statement).
-- Purchase Orders, Sales Orders (Estimates), Bills and Invoices.
-- Automatic financial ratio & insight calculations.
-- Multi tenancy (multiple companies/users/clients).
-- Self-contained Ledgers, Journal Entries & Transactions.
-- Basic OFX & QFX file import.
-- Closing Entries.
-- Items, lists & inventory management.
-- Unit of Measures.
-- Bank Accounts Information.
-- Django Admin Classes.
-- Built In Entity Management UI.
+- **Feature Requests/Bug Reports**: Open an issue in the repository
+- **For software customization, advanced features and consulting services**: 
+[Contact us](https://www.miguelsanda.com/work-with-me/) or email msanda@arrobalytics.com
+- **Contribute**: See our [contribution guidelines](https://github.com/arrobalytics/django-ledger/blob/master/Contribute.md)
 
-## Need a new feature or report a bug?
-Feel free to initiate an Issue describing your new feature request.
+## Who Should Contribute?
 
-# Want to contribute?
+We're looking for contributors with:
+- Python and Django programming skills
+- Finance and accounting expertise
+- Interest in developing a robust accounting engine API
 
-Finance and Accounting is a complicated subject. Django Ledger stands out from other Django projects due to its focus
-on providing a developer-friendly accounting engine and a reliable, extensible API for financially driven applications.
-The project requires expertise in Python, Django programming, finance, and accounting. In essence, the project is
-seeking assistance from individuals with the specific skill set needed to contribute effectively.
-
-The project is actively seeking contributors with financial and/or accounting experience. Prior accounting experience
-is a big plus for potential contributors. If you have the relevant experience and want to contribute, feel free to
-reach out to me or submit your pull request. 
-
-You can find the contribution guidelines at the specified link. 
-The project welcomes anyone interested in making a contribution.
-
-See __[contribution guidelines](https://github.com/arrobalytics/django-ledger/blob/develop/Contribute.md)__.
+If you have relevant experience, especially in accounting, we welcome your pull requests or direct contact.
 
 # Installation