django-ledger 0.7.11__py3-none-any.whl → 0.8.1__py3-none-any.whl

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  1. django_ledger/__init__.py +1 -1
  2. django_ledger/context.py +12 -0
  3. django_ledger/forms/account.py +45 -46
  4. django_ledger/forms/bill.py +0 -4
  5. django_ledger/forms/closing_entry.py +13 -1
  6. django_ledger/forms/data_import.py +182 -63
  7. django_ledger/forms/estimate.py +3 -6
  8. django_ledger/forms/invoice.py +3 -7
  9. django_ledger/forms/item.py +10 -18
  10. django_ledger/forms/purchase_order.py +2 -4
  11. django_ledger/io/io_core.py +515 -400
  12. django_ledger/io/io_generator.py +7 -6
  13. django_ledger/io/io_library.py +1 -2
  14. django_ledger/migrations/0025_alter_billmodel_cash_account_and_more.py +70 -0
  15. django_ledger/migrations/0026_stagedtransactionmodel_customer_model_and_more.py +56 -0
  16. django_ledger/models/__init__.py +2 -1
  17. django_ledger/models/accounts.py +109 -69
  18. django_ledger/models/bank_account.py +40 -23
  19. django_ledger/models/bill.py +386 -333
  20. django_ledger/models/chart_of_accounts.py +173 -105
  21. django_ledger/models/closing_entry.py +99 -48
  22. django_ledger/models/customer.py +100 -66
  23. django_ledger/models/data_import.py +818 -323
  24. django_ledger/models/deprecations.py +61 -0
  25. django_ledger/models/entity.py +891 -644
  26. django_ledger/models/estimate.py +57 -28
  27. django_ledger/models/invoice.py +46 -26
  28. django_ledger/models/items.py +503 -142
  29. django_ledger/models/journal_entry.py +61 -47
  30. django_ledger/models/ledger.py +106 -42
  31. django_ledger/models/mixins.py +424 -281
  32. django_ledger/models/purchase_order.py +39 -17
  33. django_ledger/models/receipt.py +1083 -0
  34. django_ledger/models/transactions.py +242 -139
  35. django_ledger/models/unit.py +93 -54
  36. django_ledger/models/utils.py +12 -2
  37. django_ledger/models/vendor.py +121 -70
  38. django_ledger/report/core.py +2 -14
  39. django_ledger/settings.py +57 -71
  40. django_ledger/static/django_ledger/bundle/djetler.bundle.js +1 -1
  41. django_ledger/static/django_ledger/bundle/djetler.bundle.js.LICENSE.txt +25 -0
  42. django_ledger/static/django_ledger/bundle/styles.bundle.js +1 -1
  43. django_ledger/static/django_ledger/css/djl_styles.css +273 -0
  44. django_ledger/templates/django_ledger/bills/includes/card_bill.html +2 -2
  45. django_ledger/templates/django_ledger/components/menu.html +41 -26
  46. django_ledger/templates/django_ledger/components/period_navigator.html +5 -3
  47. django_ledger/templates/django_ledger/customer/customer_detail.html +87 -0
  48. django_ledger/templates/django_ledger/customer/customer_list.html +0 -1
  49. django_ledger/templates/django_ledger/customer/tags/customer_table.html +8 -6
  50. django_ledger/templates/django_ledger/data_import/tags/data_import_job_txs_imported.html +24 -3
  51. django_ledger/templates/django_ledger/data_import/tags/data_import_job_txs_table.html +26 -10
  52. django_ledger/templates/django_ledger/entity/entity_dashboard.html +2 -2
  53. django_ledger/templates/django_ledger/entity/includes/card_entity.html +12 -6
  54. django_ledger/templates/django_ledger/financial_statements/balance_sheet.html +1 -1
  55. django_ledger/templates/django_ledger/financial_statements/cash_flow.html +4 -1
  56. django_ledger/templates/django_ledger/financial_statements/income_statement.html +4 -1
  57. django_ledger/templates/django_ledger/financial_statements/tags/balance_sheet_statement.html +27 -3
  58. django_ledger/templates/django_ledger/financial_statements/tags/cash_flow_statement.html +16 -4
  59. django_ledger/templates/django_ledger/financial_statements/tags/income_statement.html +73 -18
  60. django_ledger/templates/django_ledger/includes/widget_ratios.html +18 -24
  61. django_ledger/templates/django_ledger/invoice/includes/card_invoice.html +3 -3
  62. django_ledger/templates/django_ledger/layouts/base.html +7 -2
  63. django_ledger/templates/django_ledger/layouts/content_layout_1.html +1 -1
  64. django_ledger/templates/django_ledger/receipt/customer_receipt_report.html +115 -0
  65. django_ledger/templates/django_ledger/receipt/receipt_delete.html +30 -0
  66. django_ledger/templates/django_ledger/receipt/receipt_detail.html +89 -0
  67. django_ledger/templates/django_ledger/receipt/receipt_list.html +134 -0
  68. django_ledger/templates/django_ledger/receipt/vendor_receipt_report.html +115 -0
  69. django_ledger/templates/django_ledger/vendor/tags/vendor_table.html +12 -7
  70. django_ledger/templates/django_ledger/vendor/vendor_detail.html +86 -0
  71. django_ledger/templatetags/django_ledger.py +338 -191
  72. django_ledger/tests/test_accounts.py +1 -2
  73. django_ledger/tests/test_io.py +17 -0
  74. django_ledger/tests/test_purchase_order.py +3 -3
  75. django_ledger/tests/test_transactions.py +1 -2
  76. django_ledger/urls/__init__.py +1 -4
  77. django_ledger/urls/customer.py +3 -0
  78. django_ledger/urls/data_import.py +3 -0
  79. django_ledger/urls/receipt.py +102 -0
  80. django_ledger/urls/vendor.py +1 -0
  81. django_ledger/views/__init__.py +1 -0
  82. django_ledger/views/bill.py +8 -11
  83. django_ledger/views/chart_of_accounts.py +6 -4
  84. django_ledger/views/closing_entry.py +11 -7
  85. django_ledger/views/customer.py +68 -30
  86. django_ledger/views/data_import.py +120 -66
  87. django_ledger/views/djl_api.py +3 -5
  88. django_ledger/views/entity.py +2 -4
  89. django_ledger/views/estimate.py +3 -7
  90. django_ledger/views/inventory.py +3 -5
  91. django_ledger/views/invoice.py +4 -6
  92. django_ledger/views/item.py +7 -11
  93. django_ledger/views/journal_entry.py +1 -2
  94. django_ledger/views/mixins.py +125 -93
  95. django_ledger/views/purchase_order.py +24 -35
  96. django_ledger/views/receipt.py +294 -0
  97. django_ledger/views/unit.py +1 -2
  98. django_ledger/views/vendor.py +54 -16
  99. {django_ledger-0.7.11.dist-info → django_ledger-0.8.1.dist-info}/METADATA +43 -75
  100. {django_ledger-0.7.11.dist-info → django_ledger-0.8.1.dist-info}/RECORD +104 -122
  101. {django_ledger-0.7.11.dist-info → django_ledger-0.8.1.dist-info}/WHEEL +1 -1
  102. django_ledger-0.8.1.dist-info/top_level.txt +1 -0
  103. django_ledger/contrib/django_ledger_graphene/__init__.py +0 -0
  104. django_ledger/contrib/django_ledger_graphene/accounts/schema.py +0 -33
  105. django_ledger/contrib/django_ledger_graphene/api.py +0 -42
  106. django_ledger/contrib/django_ledger_graphene/apps.py +0 -6
  107. django_ledger/contrib/django_ledger_graphene/auth/mutations.py +0 -49
  108. django_ledger/contrib/django_ledger_graphene/auth/schema.py +0 -6
  109. django_ledger/contrib/django_ledger_graphene/bank_account/mutations.py +0 -61
  110. django_ledger/contrib/django_ledger_graphene/bank_account/schema.py +0 -34
  111. django_ledger/contrib/django_ledger_graphene/bill/mutations.py +0 -0
  112. django_ledger/contrib/django_ledger_graphene/bill/schema.py +0 -34
  113. django_ledger/contrib/django_ledger_graphene/coa/mutations.py +0 -0
  114. django_ledger/contrib/django_ledger_graphene/coa/schema.py +0 -30
  115. django_ledger/contrib/django_ledger_graphene/customers/__init__.py +0 -0
  116. django_ledger/contrib/django_ledger_graphene/customers/mutations.py +0 -71
  117. django_ledger/contrib/django_ledger_graphene/customers/schema.py +0 -43
  118. django_ledger/contrib/django_ledger_graphene/data_import/mutations.py +0 -0
  119. django_ledger/contrib/django_ledger_graphene/data_import/schema.py +0 -0
  120. django_ledger/contrib/django_ledger_graphene/entity/mutations.py +0 -0
  121. django_ledger/contrib/django_ledger_graphene/entity/schema.py +0 -94
  122. django_ledger/contrib/django_ledger_graphene/item/mutations.py +0 -0
  123. django_ledger/contrib/django_ledger_graphene/item/schema.py +0 -31
  124. django_ledger/contrib/django_ledger_graphene/journal_entry/mutations.py +0 -0
  125. django_ledger/contrib/django_ledger_graphene/journal_entry/schema.py +0 -35
  126. django_ledger/contrib/django_ledger_graphene/ledger/mutations.py +0 -0
  127. django_ledger/contrib/django_ledger_graphene/ledger/schema.py +0 -32
  128. django_ledger/contrib/django_ledger_graphene/purchase_order/mutations.py +0 -0
  129. django_ledger/contrib/django_ledger_graphene/purchase_order/schema.py +0 -31
  130. django_ledger/contrib/django_ledger_graphene/transaction/mutations.py +0 -0
  131. django_ledger/contrib/django_ledger_graphene/transaction/schema.py +0 -36
  132. django_ledger/contrib/django_ledger_graphene/unit/mutations.py +0 -0
  133. django_ledger/contrib/django_ledger_graphene/unit/schema.py +0 -27
  134. django_ledger/contrib/django_ledger_graphene/vendor/mutations.py +0 -0
  135. django_ledger/contrib/django_ledger_graphene/vendor/schema.py +0 -37
  136. django_ledger/contrib/django_ledger_graphene/views.py +0 -12
  137. django_ledger-0.7.11.dist-info/top_level.txt +0 -4
  138. {django_ledger-0.7.11.dist-info → django_ledger-0.8.1.dist-info/licenses}/AUTHORS.md +0 -0
  139. {django_ledger-0.7.11.dist-info → django_ledger-0.8.1.dist-info/licenses}/LICENSE +0 -0
@@ -12,10 +12,11 @@ starts in draft model by default and goes through different states including InR
12
12
  Void. The PurchaseOrderModel also keeps track of when these states take place.
13
13
 
14
14
  """
15
+ import warnings
15
16
  from datetime import date
16
17
  from string import ascii_uppercase, digits
17
18
  from typing import Tuple, List, Union, Optional, Dict
18
- from uuid import uuid4
19
+ from uuid import uuid4, UUID
19
20
 
20
21
  from django.contrib.auth import get_user_model
21
22
  from django.core.exceptions import ValidationError, ObjectDoesNotExist
@@ -30,6 +31,7 @@ from django.utils.translation import gettext_lazy as _
30
31
 
31
32
  from django_ledger.io.io_core import get_localdate
32
33
  from django_ledger.models.bill import BillModel, BillModelQuerySet
34
+ from django_ledger.models.deprecations import deprecated_entity_slug_behavior
33
35
  from django_ledger.models.entity import EntityModel
34
36
  from django_ledger.models.items import ItemTransactionModel, ItemTransactionModelQuerySet, ItemModelQuerySet, ItemModel
35
37
  from django_ledger.models.mixins import CreateUpdateMixIn, MarkdownNotesMixIn, ItemizeMixIn
@@ -42,7 +44,8 @@ from django_ledger.models.signals import (
42
44
  po_status_in_review
43
45
  )
44
46
  from django_ledger.models.utils import lazy_loader
45
- from django_ledger.settings import DJANGO_LEDGER_DOCUMENT_NUMBER_PADDING, DJANGO_LEDGER_PO_NUMBER_PREFIX
47
+ from django_ledger.settings import DJANGO_LEDGER_DOCUMENT_NUMBER_PADDING, DJANGO_LEDGER_PO_NUMBER_PREFIX, \
48
+ DJANGO_LEDGER_USE_DEPRECATED_BEHAVIOR
46
49
 
47
50
  PO_NUMBER_CHARS = ascii_uppercase + digits
48
51
 
@@ -55,9 +58,17 @@ class PurchaseOrderModelValidationError(ValidationError):
55
58
 
56
59
  class PurchaseOrderModelQuerySet(QuerySet):
57
60
  """
58
- A custom defined PurchaseOrderModel QuerySet.
61
+ A custom-defined PurchaseOrderModel QuerySet.
59
62
  """
60
63
 
64
+ def for_user(self, user_model):
65
+ if user_model.is_superuser:
66
+ return self
67
+ return self.filter(
68
+ Q(entity__admin=user_model) |
69
+ Q(entity__managers__in=[user_model])
70
+ )
71
+
61
72
  def approved(self):
62
73
  """
63
74
  Filters the QuerySet to include Approved PurchaseOrderModels only.
@@ -105,16 +116,8 @@ class PurchaseOrderModelManager(Manager):
105
116
  A custom defined PurchaseOrderModel Manager.
106
117
  """
107
118
 
108
- def for_user(self, user_model):
109
- qs = self.get_queryset()
110
- if user_model.is_superuser:
111
- return qs
112
- return qs.filter(
113
- Q(entity__admin=user_model) |
114
- Q(entity__managers__in=[user_model])
115
- )
116
-
117
- def for_entity(self, entity_slug, user_model) -> PurchaseOrderModelQuerySet:
119
+ @deprecated_entity_slug_behavior
120
+ def for_entity(self, entity_model: EntityModel | str | UUID = None, **kwargs) -> PurchaseOrderModelQuerySet:
118
121
  """
119
122
  Fetches a QuerySet of PurchaseOrderModel associated with a specific EntityModel & UserModel.
120
123
  May pass an instance of EntityModel or a String representing the EntityModel slug.
@@ -124,10 +127,29 @@ class PurchaseOrderModelManager(Manager):
124
127
  PurchaseOrderModelQuerySet
125
128
  A PurchaseOrderModelQuerySet with applied filters.
126
129
  """
127
- qs = self.for_user(user_model)
128
- if isinstance(entity_slug, EntityModel):
129
- qs = qs.filter(entity=entity_slug)
130
- return qs.filter(entity__slug__exact=entity_slug)
130
+
131
+ qs = self.get_queryset()
132
+ if 'user_model' in kwargs:
133
+ warnings.warn(
134
+ 'user_model parameter is deprecated and will be removed in a future release. '
135
+ 'Use for_user(user_model).for_entity(entity_model) instead to keep current behavior.',
136
+ DeprecationWarning,
137
+ stacklevel=2
138
+ )
139
+ if DJANGO_LEDGER_USE_DEPRECATED_BEHAVIOR:
140
+ qs = qs.for_user(kwargs['user_model'])
141
+
142
+ if isinstance(entity_model, EntityModel):
143
+ qs = qs.filter(entity=entity_model)
144
+ elif isinstance(entity_model, str):
145
+ qs = qs.filter(entity__slug__exact=entity_model)
146
+ elif isinstance(entity_model, UUID):
147
+ qs = qs.filter(entity_id=entity_model)
148
+ else:
149
+ raise PurchaseOrderModelValidationError(
150
+ message='Entity slug must be either an EntityModel or a String representing the EntityModel slug',
151
+ )
152
+ return qs
131
153
 
132
154
 
133
155
  class PurchaseOrderModelAbstract(CreateUpdateMixIn,