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

django_ledger/static/django_ledger/css/djl_styles.css

@@ -0,0 +1,273 @@
+.djetler_my_1 {
+  margin-top: 1rem;
+  margin-bottom: 1rem;
+}
+.djetler_mt_1 {
+  margin-top: 1rem;
+}
+.djetler_mb_1 {
+  margin-bottom: 1rem;
+}
+.djetler_my_2 {
+  margin-top: 2rem;
+  margin-bottom: 2rem;
+}
+.djetler_mt_2 {
+  margin-top: 2rem;
+}
+.djetler_mb_2 {
+  margin-bottom: 2rem;
+}
+.djetler_my_3 {
+  margin-top: 3rem;
+  margin-bottom: 3rem;
+}
+.djetler_mt_3 {
+  margin-top: 3rem;
+}
+.djetler_mb_3 {
+  margin-bottom: 3rem;
+}
+.djetler_my_4 {
+  margin-top: 4rem;
+  margin-bottom: 4rem;
+}
+.djetler_mt_4 {
+  margin-top: 4rem;
+}
+.djetler_mb_4 {
+  margin-bottom: 4rem;
+}
+.djetler_my_5 {
+  margin-top: 5rem;
+  margin-bottom: 5rem;
+}
+.djetler_mt_5 {
+  margin-top: 5rem;
+}
+.djetler_mb_5 {
+  margin-bottom: 5rem;
+}
+.djetler_my_6 {
+  margin-top: 6rem;
+  margin-bottom: 6rem;
+}
+.djetler_mt_6 {
+  margin-top: 6rem;
+}
+.djetler_mb_6 {
+  margin-bottom: 6rem;
+}
+.djetler_my_7 {
+  margin-top: 7rem;
+  margin-bottom: 7rem;
+}
+.djetler_mt_7 {
+  margin-top: 7rem;
+}
+.djetler_mb_7 {
+  margin-bottom: 7rem;
+}
+.djetler_my_8 {
+  margin-top: 8rem;
+  margin-bottom: 8rem;
+}
+.djetler_mt_8 {
+  margin-top: 8rem;
+}
+.djetler_mb_8 {
+  margin-bottom: 8rem;
+}
+.djetler_my_9 {
+  margin-top: 9rem;
+  margin-bottom: 9rem;
+}
+.djetler_mt_9 {
+  margin-top: 9rem;
+}
+.djetler_mb_9 {
+  margin-bottom: 9rem;
+}
+.djetler_my_10 {
+  margin-top: 10rem;
+  margin-bottom: 10rem;
+}
+.djetler_mt_10 {
+  margin-top: 10rem;
+}
+.djetler_mb_10 {
+  margin-bottom: 10rem;
+}
+.djetler_mx_1 {
+  margin-left: 1rem;
+  margin-right: 1rem;
+}
+.djetler_ml_1 {
+  margin-left: 1rem;
+}
+.djetler_mr_1 {
+  margin-right: 1rem;
+}
+.djetler_mx_2 {
+  margin-left: 2rem;
+  margin-right: 2rem;
+}
+.djetler_ml_2 {
+  margin-left: 2rem;
+}
+.djetler_mr_2 {
+  margin-right: 2rem;
+}
+.djetler_mx_3 {
+  margin-left: 3rem;
+  margin-right: 3rem;
+}
+.djetler_ml_3 {
+  margin-left: 3rem;
+}
+.djetler_mr_3 {
+  margin-right: 3rem;
+}
+.djetler_mx_4 {
+  margin-left: 4rem;
+  margin-right: 4rem;
+}
+.djetler_ml_4 {
+  margin-left: 4rem;
+}
+.djetler_mr_4 {
+  margin-right: 4rem;
+}
+.djetler_mx_5 {
+  margin-left: 5rem;
+  margin-right: 5rem;
+}
+.djetler_ml_5 {
+  margin-left: 5rem;
+}
+.djetler_mr_5 {
+  margin-right: 5rem;
+}
+.djetler_mx_6 {
+  margin-left: 6rem;
+  margin-right: 6rem;
+}
+.djetler_ml_6 {
+  margin-left: 6rem;
+}
+.djetler_mr_6 {
+  margin-right: 6rem;
+}
+.djetler_mx_7 {
+  margin-left: 7rem;
+  margin-right: 7rem;
+}
+.djetler_ml_7 {
+  margin-left: 7rem;
+}
+.djetler_mr_7 {
+  margin-right: 7rem;
+}
+.djetler_mx_8 {
+  margin-left: 8rem;
+  margin-right: 8rem;
+}
+.djetler_ml_8 {
+  margin-left: 8rem;
+}
+.djetler_mr_8 {
+  margin-right: 8rem;
+}
+.djetler_mx_9 {
+  margin-left: 9rem;
+  margin-right: 9rem;
+}
+.djetler_ml_9 {
+  margin-left: 9rem;
+}
+.djetler_mr_9 {
+  margin-right: 9rem;
+}
+.djetler_mx_10 {
+  margin-left: 10rem;
+  margin-right: 10rem;
+}
+.djetler_ml_10 {
+  margin-left: 10rem;
+}
+.djetler_mr_10 {
+  margin-right: 10rem;
+}
+.djetler-section-min100 {
+  min-height: 100px;
+}
+.djetler-section-min200 {
+  min-height: 200px;
+}
+.djetler-section-min300 {
+  min-height: 300px;
+}
+.djetler-section-min400 {
+  min-height: 400px;
+}
+.djetler-section-min500 {
+  min-height: 500px;
+}
+.djetler-box-green {
+  background-color: #18ff6f;
+}
+.djetler-box-yellow {
+  background-color: #ffd931;
+}
+.djetler-box-blue {
+  background-color: #374bff;
+}
+.django-ledger-login {
+  height: 100vh;
+  background-size: cover;
+  background-position: center;
+}
+.djl-icon-12 {
+  font-size: 12px;
+}
+.djl-icon-24 {
+  font-size: 24px;
+}
+.djl-icon-36 {
+  font-size: 36px;
+}
+.djl-icon-48 {
+  font-size: 48px;
+}
+.djl-icon-60 {
+  font-size: 60px;
+}
+.djl-icon-72 {
+  font-size: 72px;
+}
+.djl-icon-84 {
+  font-size: 84px;
+}
+.djl-icon-96 {
+  font-size: 96px;
+}
+.djl-icon-108 {
+  font-size: 108px;
+}
+.djl-icon-120 {
+  font-size: 120px;
+}
+.django-ledger-table-bottom-margin-75 {
+  margin-bottom: 75px;
+}
+.django-ledger-table-bottom-margin-150 {
+  margin-bottom: 150px;
+}
+.djl-is-strikethrough {
+  text-decoration: line-through;
+}
+#djl-login-bg-image {
+  background-repeat: no-repeat;
+  background-size: cover;
+}
+/*# sourceMappingURL=djl_styles.css.map */

django_ledger/templates/django_ledger/bills/includes/card_bill.html

@@ -10,8 +10,8 @@
                         <span class="icon">{% icon "ri:bill-line" 16 %}</span>
                         {% trans 'Bill' %}
                     </p>
-                    <p class="title">{{ bill.vendor.vendor_name }}</p>
-                    <p class="subtitle has-text-weight-light">{{ bill.vendor.address_1 }}</p>
+                    <h2 class="title">{{ bill.vendor.vendor_name }}</h2>
+                    <h3 class="has-text-weight-light">{{ bill.vendor.address_1 }}</h3>
                     {% if not bill.is_past_due %}
                         <p class="is-size-5 has-text-info">{% trans 'Due in' %}: {{ bill.date_due | timeuntil }}</p>
                     {% else %}

django_ledger/templates/django_ledger/components/menu.html

@@ -5,57 +5,72 @@
     <div class="box">
         <aside class="menu">
             <p class="menu-label">{% session_entity_name request %}</p>
-            <ul class="menu-list">
-
+            <ul>
                 {% for link in links %}
                     {% if link.type == 'link' %}
                         <li>
-                            <a href="{{ link.url }}">{{ link.title }}</a>
+                            <a href="{{ link.url }}" class="button is-light has-text-grey is-light is-outlined has-text-weight-bold is-fullwidth is-justify-content-flex-start is-align-items-center mt-1">
+                                <span class="icon is-small" aria-hidden="true">
+                                    <iconify-icon icon="{{ link.icon }}" width="1em" height="1em"></iconify-icon>
+                                </span>
+                                <span class="ml-2">{{ link.title }}</span>
+                            </a>
                         </li>
                     {% elif link.type == 'links' %}
-                        <li>
-                            <a>{{ link.title }}</a>
-                            <ul>
-                                {% for l in link.links %}
-                                    <li>
-                                        <a href="{{ l.url }}">{{ l.title }}</a>
-                                    </li>
-                                {% endfor %}
-                            </ul>
-                        </li>
+                        </ul>
+                        <p class="menu-label">{{ link.title }}</p>
+                        <ul class="menu-list">
+                            {% for l in link.links %}
+                                <li>
+                                    <a href="{{ l.url }}" class="button is-light has-text-grey is-light is-outlined has-text-weight-bold is-fullwidth is-justify-content-flex-start is-align-items-center mt-1">
+                                        <span class="icon is-small" aria-hidden="true">
+                                            <iconify-icon icon="{{ l.icon }}" width="1em" height="1em"></iconify-icon>
+                                        </span>
+                                        <span class="ml-2">{{ l.title }}</span>
+                                    </a>
+                                </li>
+                            {% endfor %}
                     {% endif %}
                 {% endfor %}
-
             </ul>
         </aside>
     </div>
 
-{# A menu that renders only on mobile devices when the burger menu is opened #}
 {% elif style == 'mobile' %}
     <div class="navbar-start">
-        <div class="navbar-item has-text-weight-bold is-hidden-desktop">{{ entity.name | upper }}</div>
+        <div class="navbar-item has-text-weight-bold is-hidden-desktop">
+            {{ entity.name | upper }}
+        </div>
         {% for link in links %}
 
             {% if link.type == 'link' %}
-                <a class="navbar-item is-hidden-desktop"
-                   href="{{ link.url }}">{{ link.title }}</a>
+                <a class="navbar-item is-hidden-desktop is-flex is-align-items-center has-text-primary"
+                   href="{{ link.url }}">
+                    <span class="icon is-small" aria-hidden="true">
+                        <iconify-icon icon="{{ link.icon }}" width="1em" height="1em"></iconify-icon>
+                    </span>
+                    <span class="ml-2">{{ link.title }}</span>
+                </a>
 
             {% elif link.type == 'links' %}
                 <div class="navbar-item has-dropdown is-hoverable is-hidden-desktop">
-                    <a class="navbar-link">{{ link.title }}</a>
-                    <div class="navbar-dropdown">
-
+                    <a class="navbar-link has-text-primary is-flex is-align-items-center">
+                        <span class="has-text-weight-semibold">{{ link.title }}</span>
+                    </a>
+                    <div class="navbar-dropdown is-boxed">
                         {% for l in link.links %}
-                            <a class="navbar-item"
-                               href="{{ l.url }}">{{ l.title }}</a>
+                            <a class="navbar-item is-flex is-align-items-center has-text-primary"
+                               href="{{ l.url }}">
+                                <span class="icon is-small" aria-hidden="true">
+                                    <iconify-icon icon="{{ l.icon }}" width="1em" height="1em"></iconify-icon>
+                                </span>
+                                <span class="ml-2">{{ l.title }}</span>
+                            </a>
                         {% endfor %}
-
                     </div>
                 </div>
             {% endif %}
 
         {% endfor %}
     </div>
-
-
 {% endif %}

django_ledger/templates/django_ledger/components/period_navigator.html

@@ -4,10 +4,12 @@
 <div class="card">
     <div class="card-content">
         <div class="has-text-centered">
-            <h2 class="is-size-2 has-font-weight-medium">
+            <h2 class="is-size-4 has-font-weight-medium">
                 {% if has_year %}Fiscal Year {{ to_date.year }}{% endif %}
-                {% if has_month %}{{ to_date | date:"F Y" }}{% endif %}
-                {% if has_quarter %}Q{{ quarter }} {{ year }}{% endif %}
+            </h2>
+            <h2 class="is-size-5">
+                {% if has_month %}{{ to_date | date:"F" }}{% endif %}
+                {% if has_quarter %}Q{{ quarter }}{% endif %}
                 {% if has_date %}{{ to_date | date }}{% endif %}
             </h2>
         </div>

django_ledger/templates/django_ledger/customer/customer_detail.html

@@ -0,0 +1,87 @@
+{% extends 'django_ledger/layouts/content_layout_1.html' %}
+{% load i18n %}
+{% load django_ledger %}
+
+{% block view_content %}
+
+    <div class="box">
+        <div class="columns">
+            <div class="column is-one-third">
+                {% include 'django_ledger/customer/includes/card_customer.html' with customer=customer %}
+            </div>
+            <div class="column">
+                <div class="content">
+                    <h3 class="title is-4">
+                        <span class="icon is-small">{% icon 'mdi:receipt-text' 24 %}</span>
+                        {% trans 'Receipts' %}
+                    </h3>
+                    {% if receipts %}
+                        <div class="table-container">
+                            <table class="table is-fullwidth is-narrow is-striped is-bordered">
+                                <thead>
+                                <tr>
+                                    <th class="has-text-centered">{% trans 'Receipt Number' %}</th>
+                                    <th class="has-text-centered">{% trans 'Date' %}</th>
+                                    <th class="has-text-centered">{% trans 'Type' %}</th>
+                                    <th class="has-text-centered">{% trans 'Actions' %}</th>
+                                </tr>
+                                </thead>
+                                <tbody>
+                                {% for receipt in receipts %}
+                                    <tr class="has-text-centered">
+                                        <td>
+                                            <a href="{{ receipt.get_absolute_url }}">{{ receipt.receipt_number }}</a>
+                                        </td>
+                                        <td>{{ receipt.receipt_date }}</td>
+                                        <td>{{ receipt.receipt_type|title }}</td>
+                                        <td>
+                                            {% if receipt.get_import_job_url %}
+                                                <a class="button is-small is-primary"
+                                                   href="{{ receipt.get_import_job_url }}">{% trans 'Bank Feed Job' %}</a>
+                                            {% endif %}
+                                        </td>
+                                    </tr>
+                                {% endfor %}
+                                </tbody>
+                            </table>
+                        </div>
+                    {% else %}
+                        <p class="has-text-grey">{% trans 'No receipts found for this customer.' %}</p>
+                    {% endif %}
+
+                    <hr>
+
+                    <h3 class="title is-4">
+                        <span class="icon is-small">{% icon 'mdi:file-document-edit-outline' 24 %}</span>
+                        {% trans 'Invoices' %}
+                    </h3>
+                    {% if invoices %}
+                        <div class="table-container">
+                            <table class="table is-fullwidth is-narrow is-striped is-bordered">
+                                <thead>
+                                <tr>
+                                    <th class="has-text-centered">{% trans 'Invoice Number' %}</th>
+                                    <th class="has-text-centered">{% trans 'Status' %}</th>
+                                </tr>
+                                </thead>
+                                <tbody>
+                                {% for invoice in invoices %}
+                                    <tr class="has-text-centered">
+                                        <td><a href="{{ invoice.get_absolute_url }}">{{ invoice.invoice_number }}</a>
+                                        </td>
+                                        <td>{{ invoice.get_invoice_status_display }}</td>
+                                    </tr>
+                                {% endfor %}
+                                </tbody>
+                            </table>
+                        </div>
+                    {% else %}
+                        <p class="has-text-grey">{% trans 'No invoices found for this customer.' %}</p>
+                    {% endif %}
+
+                </div>
+            </div>
+        </div>
+    </div>
+
+{% endblock %}

django_ledger/templates/django_ledger/customer/customer_list.html

@@ -20,5 +20,4 @@
         {% customer_table %}
 
     </div>
-    </div>
 {% endblock %}

django_ledger/templates/django_ledger/customer/tags/customer_table.html

@@ -18,27 +18,27 @@
         {% for customer in customers %}
             <tr class="has-text-centered">
                 <td>{{ customer.customer_number }}</td>
-                <td>{{ customer.customer_name }}</td>
-                <td>{{ customer.address_1 }}</td>
+                <td><a href="{% url 'django_ledger:customer-detail' entity_slug=view.kwargs.entity_slug customer_pk=customer.uuid %}">{{ customer.customer_name }}</a></td>
+                <td>{% if customer.address_1 %}{{ customer.address_1 }}{% endif %}</td>
                 <td>{% if customer.customer_code %}{{ customer.customer_code }}{% endif %}</td>
                 <td>
                     {% if customer.active %}
-                        <span class="icon has-text-success-dark">
+                        <span class="icon has-text-success">
                                         {% icon 'ant-design:check-circle-filled' 24 %}
                                     </span>
                     {% elif not customer.active %}
-                        <span class="icon has-text-danger-dark">
+                        <span class="icon has-text-danger">
                                         {% icon 'mdi:dangerous' 24 %}
                                     </span>
                     {% endif %}
                 </td>
                 <td>
                     {% if customer.hidden %}
-                        <span class="icon has-text-success-dark">
+                        <span class="icon has-text-success">
                                         {% icon 'ant-design:check-circle-filled' 24 %}
                                     </span>
                     {% elif not customer.hidden %}
-                        <span class="icon has-text-danger-dark">
+                        <span class="icon has-text-danger">
                                         {% icon 'mdi:dangerous' 24 %}
                                     </span>
                     {% endif %}
@@ -61,6 +61,8 @@
                              id="dropdown-menu-{{ customer.uuid }}"
                              role="menu">
                             <div class="dropdown-content">
+                                <a href="{% url 'django_ledger:customer-detail' entity_slug=view.kwargs.entity_slug customer_pk=customer.uuid %}"
+                                   class="dropdown-item has-text-weight-bold has-text-success">{% trans 'View' %}</a>
                                 <a href="{% url 'django_ledger:customer-update' entity_slug=view.kwargs.entity_slug customer_pk=customer.uuid %}"
                                    class="dropdown-item has-text-weight-bold has-text-info">{% trans 'Update' %}</a>
                             </div>

django_ledger/templates/django_ledger/data_import/tags/data_import_job_txs_imported.html

@@ -17,7 +17,7 @@
         </thead>
         <tbody>
         {% for imported_tx in imported_txs %}
-            <tr>
+            <tr id="staged-tx-{{ imported_tx.uuid }}">
                 <td>{{ imported_tx.date_posted }}</td>
                 <td>{{ imported_tx.name }}</td>
                 <td class="{% if imported_tx.get_amount < 0.00 %}has-text-danger{% endif %} has-text-centered">
@@ -29,8 +29,29 @@
                 <td>{{ imported_tx.account_model }}</td>
                 <td>{{ imported_tx.transaction_model }}</td>
                 <td class="has-text-centered">
-                    <a href="{% url 'django_ledger:je-detail' entity_slug=import_job_model.entity_slug ledger_pk=imported_tx.transaction_model.journal_entry.ledger_id je_pk=imported_tx.transaction_model.journal_entry_id %}"
-                       class="button is-small is-primary">{% trans 'View JE' %}</a>
+                    <div class="dropdown is-hoverable is-right">
+                        <div class="dropdown-trigger">
+                            <button class="button is-small" aria-haspopup="true" aria-controls="actions-{{ imported_tx.uuid }}">
+                                <span>{% trans 'Actions' %}</span>
+                                <span class="icon is-small">{% icon 'mdi:chevron-down' 14 %}</span>
+                            </button>
+                        </div>
+                        <div class="dropdown-menu" id="actions-{{ imported_tx.uuid }}" role="menu">
+                            <div class="dropdown-content">
+                                <a href="{% url 'django_ledger:je-detail' entity_slug=import_job_model.entity_slug ledger_pk=imported_tx.transaction_model.journal_entry.ledger_id je_pk=imported_tx.transaction_model.journal_entry_id %}"
+                                   class="dropdown-item">{% trans 'View JE' %}</a>
+                                {% if imported_tx.has_receipt %}
+                                    <a href="{% url 'django_ledger:receipt-detail' entity_slug=import_job_model.entity_slug receipt_pk=imported_tx.receiptmodel.uuid %}"
+                                       class="dropdown-item">{% trans 'View Receipt' %}</a>
+                                {% endif %}
+                                <hr class="dropdown-divider">
+                                <form method="post" action="{% url 'django_ledger:data-import-staged-tx-undo' entity_slug=import_job_model.entity_slug job_pk=import_job_model.uuid staged_tx_pk=imported_tx.uuid %}">
+                                    {% csrf_token %}
+                                    <button type="submit" class="dropdown-item has-text-danger">{% trans 'Undo Import' %}</button>
+                                </form>
+                            </div>
+                        </div>
+                    </div>
                 </td>
             </tr>
         {% endfor %}

django_ledger/templates/django_ledger/data_import/tags/data_import_job_txs_table.html

@@ -5,9 +5,9 @@
 <form method="post">
 
     {{ staged_txs_formset.non_form_errors }}
-    {% if staged_txs_formset.errors %}
-        {{ staged_txs_formset.errors }}
-    {% endif %}
+    {#    {% if staged_txs_formset.errors %}#}
+    {#        {{ staged_txs_formset.errors }}#}
+    {#    {% endif %}#}
     {{ staged_txs_formset.management_form }}
 
     {% csrf_token %}
@@ -23,9 +23,11 @@
                 <th>Split Amount</th>
                 <th>Map To</th>
                 <th>Unit</th>
+                <th>Receipt Type</th>
+                <th>Customer/Vendor</th>
                 <th>Import</th>
-                <th>Bundle Split</th>
-                <th>Add Split</th>
+                <th>Bundle</th>
+                <th>Split</th>
                 <th>Delete</th>
             </tr>
             </thead>
@@ -33,7 +35,7 @@
             <tbody>
 
             {% for txf in staged_txs_formset %}
-                <tr class="{% if txf.instance.is_children %}has-background-primary{% elif txf.instance.has_children %}has-background-primary-light{% endif %}">
+                <tr id="staged-tx-{{ txf.instance.uuid }}" class="{% if txf.instance.is_children %}has-background-primary{% elif txf.instance.has_children %}has-background-primary-light{% endif %}">
                     <td>{{ forloop.counter }}</td>
                     {% for hidden_field in txf.hidden_fields %}{{ hidden_field }}{% endfor %}
                     {% if txf.instance.is_children %}
@@ -54,16 +56,30 @@
 
                     <td>
                         {% if txf.instance.get_prospect_je_activity_display %}
+                            <span class="has-text-success">{% icon 'lets-icons:check-fill' 16 %}</span>
                             <span class="is-italic">{% trans 'Transaction Activity' %}:</span>
                             <span class="has-text-weight-bold">
-                            {{ txf.instance.get_prospect_je_activity_display }}
+                             {{ txf.instance.get_prospect_je_activity_display }}
                         </span>
+                        {% elif not txf.instance.is_children %}
+                            <span class="has-text-danger">{% icon 'ooui:block' 16 %}</span>
+                            <span>Invalid or Pending Account Mapping.</span>
                         {% endif %}
                         {{ txf.account_model }}
+                        {% if txf.errors %}
+                            {% for i,err in txf.errors.items %}
+                                <span class="has-text-danger">{{ err }}</span>
+                            {% endfor %}
+                        {% endif %}
                     </td>
-                    <td>{{ txf.unit_model }}{% if txf.instance.is_children %}
-                        <span class="content is-small">{{ txf.instance.unit_model.name }}</span>
-                    {% endif %}
+                    <td>{{ txf.unit_model }}</td>
+                    <td>{{ txf.receipt_type }}</td>
+                    <td class="has-text-centered">
+                        {% if txf.SHOW_CUSTOMER_FIELD %}
+                            {{ txf.customer_model }}
+                        {% elif txf.SHOW_VENDOR_FIELD %}
+                            {{ txf.vendor_model }}
+                        {% endif %}
                     </td>
                     <td class="has-text-centered">{{ txf.tx_import }}</td>
                     <td class="has-text-centered">{{ txf.bundle_split }}</td>

django_ledger/templates/django_ledger/entity/entity_dashboard.html

@@ -7,7 +7,8 @@
     <section class="section">
         <div class="container is-fluid p-0">
             <div class="columns">
-                <div class="column is-3 is-hidden-mobile is-hidden-tablet-only">
+                <div class="column is-2 is-hidden-mobile is-hidden-tablet-only">
+
                     <div class="columns is-multiline">
                         <div class="column is-12">
                             {% if view.kwargs.unit_slug or request.GET.unit %}
@@ -21,7 +22,6 @@
                         </div>
                     </div>
 
-
                 </div>
                 <div class="column">
                     <div class="columns is-multiline is-centered">