django-ledger 0.7.0__py3-none-any.whl → 0.7.1__py3-none-any.whl

django_ledger/__init__.py

@@ -6,7 +6,7 @@ Copyright© EDMA Group Inc licensed under the GPLv3 Agreement.
 default_app_config = 'django_ledger.apps.DjangoLedgerConfig'
 
 """Django Ledger"""
-__version__ = '0.7.0'
+__version__ = '0.7.1'
 __license__ = 'GPLv3 License'
 
 __author__ = 'Miguel Sanda'

django_ledger/admin/__init__.py

@@ -1,6 +1,6 @@
 from django.contrib import admin
 
-from django_ledger.admin.coa import ChartOfAccountsModelAdmin
+from django_ledger.admin.chart_of_accounts import ChartOfAccountsModelAdmin
 from django_ledger.admin.entity import EntityModelAdmin
 from django_ledger.admin.ledger import LedgerModelAdmin
 from django_ledger.models import EntityModel, ChartOfAccountModel, LedgerModel

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

@@ -3,7 +3,7 @@ from django.db.models import Count
 from django.forms import ModelForm, BooleanField, BaseInlineFormSet
 
 from django_ledger.models.accounts import AccountModel
-from django_ledger.models.coa import ChartOfAccountModel
+from django_ledger.models.chart_of_accounts import ChartOfAccountModel
 from django_ledger.models.entity import EntityModel
 
 

django_ledger/admin/entity.py

@@ -7,7 +7,7 @@ from django.forms import BaseInlineFormSet
 from django.urls import reverse
 from django.utils.html import format_html
 
-from django_ledger.admin.coa import ChartOfAccountsInLine
+from django_ledger.admin.chart_of_accounts import ChartOfAccountsInLine
 from django_ledger.io.io_core import get_localtime
 from django_ledger.models import EntityUnitModel
 from django_ledger.models.entity import EntityModel, EntityManagementModel

django_ledger/forms/account.py

@@ -38,7 +38,7 @@ class AccountModelCreateForm(ModelForm):
         self.fields['role'].choices = ACCOUNT_CHOICES_NO_ROOT
         self.fields['code'].required = False
         self.fields['coa_model'].disabled = True
-        self.fields['coa_model'].required = False
+        self.fields['coa_model'].required = True
 
         self.form_id: str = self.get_form_id()
 

django_ledger/forms/bank_account.py

@@ -13,6 +13,8 @@ class BankAccountCreateForm(ModelForm):
         super().__init__(*args, **kwargs)
         self.ENTITY_SLUG = entity_slug
         self.USER_MODEL = user_model
+
+        # todo: only the accounts that do not hava an associated bank account should be available to pick from...
         account_qs = AccountModel.objects.for_entity(
             user_model=self.USER_MODEL,
             entity_model=self.ENTITY_SLUG

django_ledger/forms/chart_of_accounts.py

@@ -0,0 +1,82 @@
+from random import randint
+
+from django.forms import ModelForm, TextInput, Textarea, HiddenInput
+from django.utils.translation import gettext_lazy as _
+
+from django_ledger.models.chart_of_accounts import ChartOfAccountModel
+from django_ledger.models.entity import EntityModel
+from django_ledger.settings import DJANGO_LEDGER_FORM_INPUT_CLASSES
+
+
+class ChartOfAccountsModelCreateForm(ModelForm):
+    FORM_ID_SEP = '___'
+
+    def __init__(self, entity_model: EntityModel, *args, **kwargs):
+        self.ENTITY_MODEL = entity_model
+        super().__init__(*args, **kwargs)
+        self.fields['entity'].disabled = True
+        self.fields['entity'].required = True
+        self.form_id: str = self.get_form_id()
+
+    def clean_entity(self):
+        return self.ENTITY_MODEL
+
+    def get_form_id(self) -> str:
+        return f'coa-model-create-form-{self.ENTITY_MODEL.slug}{self.FORM_ID_SEP}{randint(100000, 999999)}'
+
+    class Meta:
+        model = ChartOfAccountModel
+        fields = [
+            'entity',
+            'name',
+            'description'
+        ]
+        labels = {
+            'name': _('Name'),
+            'description': _('Description'),
+        }
+        widgets = {
+            'entity': HiddenInput(),
+            'name': TextInput(
+                attrs={
+                    'class': DJANGO_LEDGER_FORM_INPUT_CLASSES
+                }),
+            'description': Textarea(
+                attrs={
+                    'class': DJANGO_LEDGER_FORM_INPUT_CLASSES
+                }
+            ),
+        }
+
+
+class ChartOfAccountsModelUpdateForm(ModelForm):
+
+    FORM_ID_SEP = '___'
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+        self.form_id: str = self.get_form_id()
+
+
+    def get_form_id(self) -> str:
+        instance: ChartOfAccountModel = self.instance
+        return f'coa-model-update-form-{instance.slug}{self.FORM_ID_SEP}{randint(100000, 999999)}'
+
+    class Meta:
+        model = ChartOfAccountModel
+        fields = [
+            'name',
+            'active'
+        ]
+        labels = {
+            'name': _('Name'),
+            'description': _('Description'),
+        }
+        widgets = {
+            'name': TextInput(attrs={
+                'class': DJANGO_LEDGER_FORM_INPUT_CLASSES
+            }),
+            'description': Textarea(attrs={
+                'class': DJANGO_LEDGER_FORM_INPUT_CLASSES
+            }),
+        }

django_ledger/io/io_library.py

@@ -22,7 +22,7 @@ from django.utils.translation import gettext_lazy as _
 
 from django_ledger.io.io_core import get_localtime
 from django_ledger.models.accounts import AccountModel, AccountModelQuerySet, CREDIT, DEBIT
-from django_ledger.models.coa import ChartOfAccountModel
+from django_ledger.models.chart_of_accounts import ChartOfAccountModel
 from django_ledger.models.entity import EntityModel
 from django_ledger.models.ledger import LedgerModel, LedgerModelQuerySet
 

django_ledger/migrations/0018_transactionmodel_cleared_transactionmodel_reconciled_and_more.py

@@ -0,0 +1,37 @@
+# Generated by Django 5.1.2 on 2024-11-20 22:26
+
+import django.db.models.deletion
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('django_ledger', '0017_alter_accountmodel_unique_together_and_more'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='transactionmodel',
+            name='cleared',
+            field=models.BooleanField(default=False, verbose_name='Cleared'),
+        ),
+        migrations.AddField(
+            model_name='transactionmodel',
+            name='reconciled',
+            field=models.BooleanField(default=False, verbose_name='Reconciled'),
+        ),
+        migrations.AlterField(
+            model_name='chartofaccountmodel',
+            name='entity',
+            field=models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to='django_ledger.entitymodel', verbose_name='Entity'),
+        ),
+        migrations.AddIndex(
+            model_name='transactionmodel',
+            index=models.Index(fields=['cleared'], name='django_ledg_cleared_335c0b_idx'),
+        ),
+        migrations.AddIndex(
+            model_name='transactionmodel',
+            index=models.Index(fields=['reconciled'], name='django_ledg_reconci_75dbc7_idx'),
+        ),
+    ]

django_ledger/models/__init__.py

@@ -1,6 +1,6 @@
 from django_ledger.models.mixins import *
 from django_ledger.models.bank_account import *
-from django_ledger.models.coa import *
+from django_ledger.models.chart_of_accounts import *
 from django_ledger.models.bill import *
 from django_ledger.models.invoice import *
 from django_ledger.models.items import *

django_ledger/models/accounts.py

@@ -1058,6 +1058,10 @@ class AccountModel(AccountModelAbstract):
     Base Account Model from Account Model Abstract Class
     """
 
+    class Meta(AccountModelAbstract.Meta):
+        swappable = 'DJANGO_LEDGER_ACCOUNT_MODEL'
+        abstract = False
+
 
 def accountmodel_presave(instance: AccountModel, **kwargs):
     if instance.role_default is False:

django_ledger/models/bank_account.py

@@ -91,7 +91,7 @@ class BankAccountModelManager(models.Manager):
         )
 
 
-class BackAccountModelAbstract(BankAccountInfoMixIn, CreateUpdateMixIn):
+class BankAccountModelAbstract(BankAccountInfoMixIn, CreateUpdateMixIn):
     """
     This is the main abstract class which the BankAccountModel database will inherit from.
     The BankAccountModel inherits functionality from the following MixIns:
@@ -204,7 +204,11 @@ class BackAccountModelAbstract(BankAccountInfoMixIn, CreateUpdateMixIn):
             ])
 
 
-class BankAccountModel(BackAccountModelAbstract):
+class BankAccountModel(BankAccountModelAbstract):
     """
     Base Bank Account Model Implementation
     """
+
+    class Meta(BankAccountModelAbstract.Meta):
+        swappable = 'DJANGO_LEDGER_BANK_ACCOUNT_MODEL'
+        abstract = False

django_ledger/models/bill.py

@@ -23,7 +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
@@ -53,7 +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,
@@ -170,7 +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
@@ -1904,6 +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}

@@ -5,17 +5,41 @@ Copyright© EDMA Group Inc licensed under the GPLv3 Agreement.
 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 & 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
@@ -25,7 +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, F
+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 _
 
@@ -47,7 +73,7 @@ class ChartOfAccountsModelValidationError(ValidationError):
     pass
 
 
-class ChartOfAccountModelQuerySet(models.QuerySet):
+class ChartOfAccountModelQuerySet(QuerySet):
 
     def active(self):
         """
@@ -56,7 +82,7 @@ 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.
@@ -65,8 +91,23 @@ class ChartOfAccountModelManager(models.Manager):
     def get_queryset(self):
         qs = super().get_queryset()
         return qs.annotate(
-            _entity_slug=F('entity__slug')
-        )
+            _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:
         """
@@ -91,9 +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.
@@ -113,9 +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):
@@ -138,7 +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'))
@@ -292,7 +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.
 
@@ -321,6 +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
@@ -333,7 +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))
@@ -546,6 +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.
@@ -563,6 +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:
@@ -573,6 +628,12 @@ class ChartOfAccountModelAbstract(SlugNameMixIn, CreateUpdateMixIn):
                 ]
             )
 
+    def can_mark_as_default(self):
+        return all([
+            self.is_active(),
+            not self.is_default()
+        ])
+
     def can_activate(self) -> bool:
         """
         Check if the ChartOffAccountModel instance can be activated.
@@ -710,6 +771,22 @@ class ChartOfAccountModelAbstract(SlugNameMixIn, CreateUpdateMixIn):
             }
         )
 
+    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
+            }
+        )
+
     def get_absolute_url(self) -> str:
         return reverse(
             viewname='django_ledger:coa-detail',
@@ -719,7 +796,20 @@ class ChartOfAccountModelAbstract(SlugNameMixIn, CreateUpdateMixIn):
             }
         )
 
+    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',
             kwargs={
@@ -739,13 +829,27 @@ class ChartOfAccountModelAbstract(SlugNameMixIn, CreateUpdateMixIn):
 
     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

@@ -9,6 +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
@@ -23,6 +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):
@@ -338,7 +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!
@@ -349,12 +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

@@ -33,8 +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

django_ledger/models/customer.py

@@ -10,7 +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
@@ -77,7 +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.
@@ -329,3 +329,7 @@ class CustomerModel(CustomerModelAbstract):
     """
     Base Customer Model Implementation
     """
+
+    class Meta:
+        swappable = 'DJANGO_LEDGER_CUSTOMER_MODEL'
+        abstract = False