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
django_ledger/forms/item.py CHANGED
@@ -1,4 +1,4 @@
1
- from django.forms import ModelForm, TextInput, Select, ChoiceField
1
+ from django.forms import ModelForm, TextInput, Select
2
2
  from django.utils.translation import gettext_lazy as _
3
3
 
4
4
  from django_ledger.io.roles import GROUP_INCOME, ASSET_CA_INVENTORY, GROUP_EXPENSES, GROUP_COGS
@@ -48,7 +48,6 @@ class ProductCreateForm(ModelForm):
48
48
 
49
49
  accounts_qs = AccountModel.objects.for_entity(
50
50
  entity_model=self.ENTITY_SLUG,
51
- user_model=self.USER_MODEL
52
51
  ).with_roles(
53
52
  roles=self.PRODUCT_OR_SERVICE_ROLES
54
53
  ).active()
@@ -62,8 +61,7 @@ class ProductCreateForm(ModelForm):
62
61
 
63
62
  if 'uom' in self.fields:
64
63
  uom_qs = UnitOfMeasureModel.objects.for_entity_active(
65
- entity_slug=self.ENTITY_SLUG,
66
- user_model=self.USER_MODEL
64
+ entity_model=self.ENTITY_SLUG
67
65
  )
68
66
  self.fields['uom'].queryset = uom_qs
69
67
 
@@ -142,8 +140,7 @@ class ServiceCreateForm(ModelForm):
142
140
  super().__init__(*args, **kwargs)
143
141
 
144
142
  accounts_qs = AccountModel.objects.for_entity(
145
- entity_model=self.ENTITY_SLUG,
146
- user_model=self.USER_MODEL
143
+ entity_model=self.ENTITY_SLUG
147
144
  ).with_roles(
148
145
  roles=self.SERVICE_ROLES,
149
146
  ).active()
@@ -156,8 +153,7 @@ class ServiceCreateForm(ModelForm):
156
153
 
157
154
  if 'uom' in self.fields:
158
155
  uom_qs = UnitOfMeasureModel.objects.for_entity_active(
159
- entity_slug=self.ENTITY_SLUG,
160
- user_model=self.USER_MODEL
156
+ entity_model=self.ENTITY_SLUG,
161
157
  )
162
158
  self.fields['uom'].queryset = uom_qs
163
159
 
@@ -229,8 +225,7 @@ class ExpenseItemCreateForm(ModelForm):
229
225
  super().__init__(*args, **kwargs)
230
226
 
231
227
  accounts_qs = AccountModel.objects.for_entity(
232
- entity_model=self.ENTITY_SLUG,
233
- user_model=self.USER_MODEL
228
+ entity_model=self.ENTITY_SLUG
234
229
  ).with_roles(
235
230
  roles=GROUP_EXPENSES
236
231
  ).active()
@@ -239,9 +234,8 @@ class ExpenseItemCreateForm(ModelForm):
239
234
 
240
235
  if 'uom' in self.fields:
241
236
  uom_qs = UnitOfMeasureModel.objects.for_entity(
242
- entity_slug=self.ENTITY_SLUG,
243
- user_model=self.USER_MODEL
244
- )
237
+ entity_model=self.ENTITY_SLUG
238
+ ).for_user(user_model=self.USER_MODEL)
245
239
  self.fields['uom'].queryset = uom_qs
246
240
 
247
241
  class Meta:
@@ -313,18 +307,16 @@ class InventoryItemCreateForm(ModelForm):
313
307
  self.USER_MODEL = user_model
314
308
  super().__init__(*args, **kwargs)
315
309
 
316
- accounts_qs = AccountModel.objects.for_entity(
310
+ inventory_account_qs = AccountModel.objects.for_entity(
317
311
  entity_model=self.ENTITY_SLUG,
318
- user_model=self.USER_MODEL
319
312
  ).with_roles(
320
313
  roles=[ASSET_CA_INVENTORY]
321
314
  ).active()
322
- self.fields['inventory_account'].queryset = accounts_qs
315
+ self.fields['inventory_account'].queryset = inventory_account_qs
323
316
 
324
317
  if 'uom' in self.fields:
325
318
  uom_qs = UnitOfMeasureModel.objects.for_entity_active(
326
- entity_slug=self.ENTITY_SLUG,
327
- user_model=self.USER_MODEL
319
+ entity_model=self.ENTITY_SLUG,
328
320
  )
329
321
  self.fields['uom'].queryset = uom_qs
330
322
 
django_ledger/forms/purchase_order.py CHANGED
@@ -155,13 +155,11 @@ class BasePurchaseOrderItemFormset(BaseModelFormSet):
155
155
  self.PO_MODEL = po_model
156
156
 
157
157
  items_qs = ItemModel.objects.for_po(
158
- entity_slug=self.ENTITY_SLUG,
159
- user_model=self.USER_MODEL
158
+ entity_model=self.ENTITY_SLUG,
160
159
  )
161
160
 
162
161
  unit_qs = EntityUnitModel.objects.for_entity(
163
- entity_slug=self.ENTITY_SLUG,
164
- user_model=self.USER_MODEL
162
+ entity_model=self.ENTITY_SLUG
165
163
  )
166
164
 
167
165
  for form in self.forms: