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

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.
@@ -26,7 +23,7 @@ from uuid import uuid4
 from django.contrib.auth import get_user_model
 from django.core.exceptions import ValidationError, ObjectDoesNotExist
 from django.db import models, transaction, IntegrityError
-from django.db.models import Q, Sum, F, Count
+from django.db.models import Q, Sum, F, Count, QuerySet, Manager
 from django.db.models.signals import pre_save
 from django.shortcuts import get_object_or_404
 from django.urls import reverse
@@ -56,7 +53,7 @@ class BillModelValidationError(ValidationError):
     pass
 
 
-class BillModelQuerySet(models.QuerySet):
+class BillModelQuerySet(QuerySet):
     """
     A custom defined QuerySet for the BillModel. This implements multiple methods or queries needed to get a filtered
     QuerySet based on the BillModel status. For example, we might want to have list of bills which are paid, unpaid,
@@ -173,7 +170,7 @@ class BillModelQuerySet(models.QuerySet):
         return self.filter(bill_status__exact=BillModel.BILL_STATUS_APPROVED)
 
 
-class BillModelManager(models.Manager):
+class BillModelManager(Manager):
     """
     A custom defined BillModelManager that will act as an interface to handling the initial DB queries
     to the BillModel. The default "get_queryset" has been overridden to refer the custom defined
@@ -1907,6 +1904,10 @@ class BillModel(BillModelAbstract):
     Base BillModel from Abstract.
     """
 
+    class Meta(BillModelAbstract.Meta):
+        swappable = 'DJANGO_LEDGER_BILL_MODEL'
+        abstract = False
+
 
 def billmodel_presave(instance: BillModel, **kwargs):
     if instance.can_generate_bill_number():

django_ledger/models/{coa.py → chart_of_accounts.py}

@@ -2,24 +2,44 @@
 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,
-expenses, liabilities, and income. For example, the Balance Sheet may have a Fixed Assets heading consisting of
-Tangible and Intangible Assets with multiple accounts like Building, Plant &amp; Equipments, and Machinery under
-tangible assets. Aggregation of individual account balances based on the Chart of Accounts and AccountModel roles is
-essential for preparing Financial Statements.
-
-All EntityModel must have a default CoA to create any type of transaction. When no explicit CoA is specified, the
-default behavior is to use the EntityModel default CoA. Only ONE Chart of Accounts can be used when creating
-Journal Entries. No commingling between CoAs is allowed to preserve the integrity of the Journal Entry.
+-----------------
+
+A Chart of Accounts (CoA) is a fundamental component of financial management in Django Ledger. It serves as the
+backbone of financial statements and is organized within a ChartOfAccountModel.
+
+### Key Features
+
+- **Account Roles**: The CoA includes various account types such as:
+  - Cash
+  - Accounts Receivable
+  - Expenses
+  - Liabilities
+  - Income
+
+- **Hierarchical Structure**: Accounts are logically grouped to form financial statements. For example, the Balance
+Sheet may have a structure like this:
+  - Fixed Assets
+    - Tangible Assets
+      - Building
+      - Plant & Equipment
+      - Machinery
+    - Intangible Assets
+
+- **Financial Statement Preparation**: Individual account balances are aggregated based on the CoA and AccountModel
+roles to create comprehensive financial statements.
+
+### Usage in EntityModel
+
+- Every EntityModel must have a default CoA to create any type of transaction.
+- If no explicit CoA is specified, the EntityModel's default CoA is used.
+- Only ONE Chart of Accounts can be used when creating Journal Entries.
+- Commingling between different CoAs is not allowed to maintain the integrity of Journal Entries.
+
+This structure ensures a clear and organized approach to financial management within Django Ledger, facilitating
+accurate record-keeping and reporting.
 """
+
 from random import choices
 from string import ascii_lowercase, digits
 from typing import Optional, Union, Dict
@@ -29,7 +49,9 @@ 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, Count, Manager, QuerySet
+from django.db.models.signals import pre_save, post_save
+from django.dispatch import receiver
 from django.urls import reverse
 from django.utils.translation import gettext_lazy as _
 
@@ -51,7 +73,7 @@ class ChartOfAccountsModelValidationError(ValidationError):
     pass
 
 
-class ChartOfAccountModelQuerySet(models.QuerySet):
+class ChartOfAccountModelQuerySet(QuerySet):
 
     def active(self):
         """
@@ -60,12 +82,33 @@ class ChartOfAccountModelQuerySet(models.QuerySet):
         return self.filter(active=True)
 
 
-class ChartOfAccountModelManager(models.Manager):
+class ChartOfAccountModelManager(Manager):
     """
     A custom defined ChartOfAccountModelManager that will act as an interface to handling the initial DB queries
     to the ChartOfAccountModel.
     """
 
+    def get_queryset(self):
+        qs = super().get_queryset()
+        return qs.annotate(
+            _entity_slug=F('entity__slug'),
+            accountmodel_total__count=Count(
+                'accountmodel',
+                # excludes coa root accounts...
+                filter=Q(accountmodel__depth__gt=2)
+            ),
+            accountmodel_locked__count=Count(
+                'accountmodel',
+                # excludes coa root accounts...
+                filter=Q(accountmodel__depth__gt=2) & Q(accountmodel__locked=True)
+            ),
+            accountmodel_active__count=Count(
+                'accountmodel',
+                # excludes coa root accounts...
+                filter=Q(accountmodel__depth__gt=2) & Q(accountmodel__active=True)
+            ),
+        ).select_related('entity')
+
     def for_user(self, user_model) -> ChartOfAccountModelQuerySet:
         """
         Fetches a QuerySet of ChartOfAccountModel that the UserModel as access to. May include ChartOfAccountModel from
@@ -89,9 +132,9 @@ class ChartOfAccountModelManager(models.Manager):
                     Q(entity__admin=user_model) |
                     Q(entity__managers__in=[user_model])
             )
-        ).select_related('entity')
+        )
 
-    def for_entity(self, entity_slug, user_model) -> ChartOfAccountModelQuerySet:
+    def for_entity(self, entity_model, user_model) -> ChartOfAccountModelQuerySet:
         """
         Fetches a QuerySet of ChartOfAccountsModel associated with a specific EntityModel & UserModel.
         May pass an instance of EntityModel or a String representing the EntityModel slug.
@@ -111,9 +154,9 @@ class ChartOfAccountModelManager(models.Manager):
             Returns a ChartOfAccountQuerySet with applied filters.
         """
         qs = self.for_user(user_model)
-        if isinstance(entity_slug, lazy_loader.get_entity_model()):
-            return qs.filter(entity=entity_slug).select_related('entity')
-        return qs.filter(entity__slug__iexact=entity_slug).select_related('entity')
+        if isinstance(entity_model, lazy_loader.get_entity_model()):
+            return qs.filter(entity=entity_model)
+        return qs.filter(entity__slug__iexact=entity_model)
 
 
 class ChartOfAccountModelAbstract(SlugNameMixIn, CreateUpdateMixIn):
@@ -136,7 +179,6 @@ class ChartOfAccountModelAbstract(SlugNameMixIn, CreateUpdateMixIn):
 
     uuid = models.UUIDField(default=uuid4, editable=False, primary_key=True)
     entity = models.ForeignKey('django_ledger.EntityModel',
-                               editable=False,
                                verbose_name=_('Entity'),
                                on_delete=models.CASCADE)
     active = models.BooleanField(default=True, verbose_name=_('Is Active'))
@@ -157,6 +199,14 @@ 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.
@@ -282,7 +332,7 @@ class ChartOfAccountModelAbstract(SlugNameMixIn, CreateUpdateMixIn):
         root_account = self.get_coa_root_node()
         return AccountModel.dump_bulk(parent=root_account)
 
-    def generate_slug(self, raise_exception: bool = False) -> str:
+    def generate_slug(self, commit: bool = False, raise_exception: bool = False) -> str:
         """
         Generates and assigns a slug based on the ChartOfAccounts model instance EntityModel information.
 
@@ -311,6 +361,14 @@ class ChartOfAccountModelAbstract(SlugNameMixIn, CreateUpdateMixIn):
             return
         self.slug = f'coa-{self.entity.slug[-5:]}-' + ''.join(choices(SLUG_SUFFIX, k=15))
 
+        if commit:
+            self.save(
+                update_fields=[
+                    'slug',
+                    'updated'
+                ]
+            )
+
     def configure(self, raise_exception: bool = True):
         """
         A method that properly configures the ChartOfAccounts model and creates the appropriate hierarchy boilerplate
@@ -323,7 +381,7 @@ class ChartOfAccountModelAbstract(SlugNameMixIn, CreateUpdateMixIn):
             Whether to raise an exception if root nodes already exist in the Chart of Accounts (default is True).
             This indicates that the ChartOfAccountModel instance is already configured.
         """
-        self.generate_slug()
+        self.generate_slug(commit=False)
 
         root_accounts_qs = self.get_coa_root_accounts_qs()
         existing_root_roles = list(set(acc.role for acc in root_accounts_qs))
@@ -536,6 +594,7 @@ class ChartOfAccountModelAbstract(SlugNameMixIn, CreateUpdateMixIn):
         account_qs.update(locked=False)
         return account_qs
 
+
     def mark_as_default(self, commit: bool = False, raise_exception: bool = False, **kwargs):
         """
         Marks the current Chart of Accounts instances as default for the EntityModel.
@@ -553,6 +612,12 @@ class ChartOfAccountModelAbstract(SlugNameMixIn, CreateUpdateMixIn):
                     message=_(f'The Chart of Accounts {self.slug} is already default')
                 )
             return
+        if not self.can_mark_as_default():
+            if raise_exception:
+                raise ChartOfAccountsModelValidationError(
+                    message=_(f'The Chart of Accounts {self.slug} cannot be marked as default')
+                )
+            return
         self.entity.default_coa_id = self.uuid
         self.clean()
         if commit:
@@ -563,22 +628,11 @@ 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_mark_as_default(self):
+        return all([
+            self.is_active(),
+            not self.is_default()
+        ])
 
     def can_activate(self) -> bool:
         """
@@ -630,23 +684,6 @@ 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 +711,41 @@ 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 +758,7 @@ 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 +767,23 @@ class ChartOfAccountModelAbstract(SlugNameMixIn, CreateUpdateMixIn):
         return reverse(
             viewname='django_ledger:coa-list',
             kwargs={
-                'entity_slug': self.entity.slug
+                'entity_slug': self.entity_slug
+            }
+        )
+
+    def get_coa_list_inactive_url(self):
+        return reverse(
+            viewname='django_ledger:coa-list-inactive',
+            kwargs={
+                'entity_slug': self.entity_slug
+            }
+        )
+
+    def get_coa_create_url(self):
+        return reverse(
+            viewname='django_ledger:coa-create',
+            kwargs={
+                'entity_slug': self.entity_slug
             }
         )
 
@@ -703,38 +791,65 @@ 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_update_url(self) -> str:
+        return reverse(
+            viewname='django_ledger:coa-update',
+            kwargs={
+                'entity_slug': self.entity_slug,
+                'coa_slug': self.slug
             }
         )
 
     def get_account_list_url(self):
+
+        if not self.slug:
+            self.generate_slug(commit=True)
+
         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
             }
         )
 
     def clean(self):
         self.generate_slug()
-        if self.is_default() and not self.active:
-            raise ChartOfAccountsModelValidationError(
-                _('Default Chart of Accounts cannot be deactivated.')
-            )
 
 
 class ChartOfAccountModel(ChartOfAccountModelAbstract):
     """
     Base ChartOfAccounts Model
     """
+    class Meta(ChartOfAccountModelAbstract.Meta):
+        swappable = 'DJANGO_LEDGER_CHART_OF_ACCOUNTS_MODEL'
+        abstract = False
+
+
+@receiver(pre_save, sender=ChartOfAccountModel)
+def chartofaccountsmodel_presave(instance: ChartOfAccountModelAbstract, **kwargs):
+    instance.generate_slug()
+    if instance.is_default() and not instance.active:
+        raise ChartOfAccountsModelValidationError(
+            _('Default Chart of Accounts cannot be deactivated.')
+        )
+
+
+@receiver(post_save, sender=ChartOfAccountModel)
+def chartofaccountsmodel_postsave(instance: ChartOfAccountModelAbstract, **kwargs):
+    if instance._state.adding:
+        instance.configure()

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
@@ -12,6 +9,7 @@ from itertools import groupby, chain
 from typing import Optional
 from uuid import uuid4, UUID
 
+from django.conf import settings
 from django.core.exceptions import ValidationError
 from django.core.validators import MinValueValidator
 from django.db import models
@@ -26,6 +24,7 @@ from django_ledger.models.ledger import LedgerModel
 from django_ledger.models.mixins import CreateUpdateMixIn, MarkdownNotesMixIn
 from django_ledger.models.transactions import TransactionModel
 from django_ledger.models.utils import lazy_loader
+from django_ledger.settings import DJANGO_LEDGER_LEDGER_MODEL
 
 
 class ClosingEntryValidationError(ValidationError):
@@ -341,7 +340,9 @@ class ClosingEntryModelAbstract(CreateUpdateMixIn, MarkdownNotesMixIn):
 
 
 class ClosingEntryModel(ClosingEntryModelAbstract):
-    pass
+    class Meta(ClosingEntryModelAbstract.Meta):
+        swappable = 'DJANGO_LEDGER_CLOSING_ENTRY_MODEL'
+        abstract = False
 
 
 # todo: Remove this model!
@@ -352,12 +353,6 @@ class ClosingEntryTransactionModelQuerySet(models.QuerySet):
 
 class ClosingEntryTransactionModelManager(models.Manager):
 
-    # def get_queryset(self):
-    #     return super().get_queryset().select_related(
-    #         'closing_entry_model',
-    #         'closing_entry_model__entity_model'
-    #     )
-
     def for_entity(self, entity_slug):
         qs = self.get_queryset()
         if isinstance(entity_slug, lazy_loader.get_entity_model()):

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
@@ -35,8 +33,8 @@ Default Chart of Accounts Table
   1910  asset_adjustment            debit           Securities Unrealized Gains/Losses                             root_assets
   1920  asset_adjustment            debit           PPE Unrealized Gains/Losses                                    root_assets
   1010  asset_ca_cash               debit           Cash                                                           root_assets
-  1200  asset_ca_inv                debit           Inventory                                                      root_assets
   1050  asset_ca_mkt_sec            debit           Short Term Investments                                         root_assets
+  1200  asset_ca_inv                debit           Inventory                                                      root_assets
   1300  asset_ca_prepaid            debit           Prepaid Expenses                                               root_assets
   1100  asset_ca_recv               debit           Accounts Receivable                                            root_assets
   1110  asset_ca_uncoll             credit          Uncollectibles                                                 root_assets
@@ -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.
 """
@@ -14,7 +10,7 @@ from uuid import uuid4
 
 from django.core.exceptions import ObjectDoesNotExist
 from django.db import models, transaction, IntegrityError
-from django.db.models import Q, F, QuerySet
+from django.db.models import Q, F, QuerySet, Manager
 from django.utils.translation import gettext_lazy as _
 
 from django_ledger.models.mixins import ContactInfoMixIn, CreateUpdateMixIn, TaxCollectionMixIn
@@ -81,7 +77,7 @@ class CustomerModelQueryset(QuerySet):
         )
 
 
-class CustomerModelManager(models.Manager):
+class CustomerModelManager(Manager):
     """
     A custom defined CustomerModelManager that will act as an interface to handling the DB queries to the
     CustomerModel.
@@ -333,3 +329,7 @@ class CustomerModel(CustomerModelAbstract):
     """
     Base Customer Model Implementation
     """
+
+    class Meta:
+        swappable = 'DJANGO_LEDGER_CUSTOMER_MODEL'
+        abstract = False

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
@@ -12,27 +9,26 @@ from uuid import uuid4
 
 from django.core.exceptions import ValidationError
 from django.db import models
-from django.db.models import Q, Count, Sum, Case, When, F, Value, DecimalField, BooleanField
+from django.db.models import Q, Count, Sum, Case, When, F, Value, DecimalField, BooleanField, Manager, QuerySet
 from django.db.models.functions import Coalesce
 from django.db.models.signals import pre_save
 from django.utils.translation import gettext_lazy as _
 
 from django_ledger.io import ASSET_CA_CASH, CREDIT, DEBIT
+from django_ledger.models import JournalEntryModel
 from django_ledger.models.mixins import CreateUpdateMixIn
 from django_ledger.models.utils import lazy_loader
 
-from django_ledger.models import JournalEntryModel
-
 
 class ImportJobModelValidationError(ValidationError):
     pass
 
 
-class ImportJobModelQuerySet(models.QuerySet):
+class ImportJobModelQuerySet(QuerySet):
     pass
 
 
-class ImportJobModelManager(models.Manager):
+class ImportJobModelManager(Manager):
 
     def get_queryset(self):
         qs = super().get_queryset()
@@ -505,6 +501,10 @@ class ImportJobModel(ImportJobModelAbstract):
     Transaction Import Job Model Base Class.
     """
 
+    class Meta(ImportJobModelAbstract.Meta):
+        swappable = 'DJANGO_LEDGER_IMPORT_JOB_MODEL'
+        abstract = False
+
 
 def importjobmodel_presave(instance: ImportJobModel, **kwargs):
     if instance.is_configured():
@@ -521,3 +521,7 @@ class StagedTransactionModel(StagedTransactionModelAbstract):
     """
     Staged Transaction Model Base Class.
     """
+
+    class Meta(StagedTransactionModelAbstract.Meta):
+        swappable = 'DJANGO_LEDGER_STAGED_TRANSACTION_MODEL'
+        abstract = False