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

django_ledger/templates/django_ledger/receipt/receipt_detail.html

@@ -0,0 +1,89 @@
+{% extends 'django_ledger/layouts/content_layout_1.html' %}
+{% load i18n %}
+{% load django_ledger %}
+
+{% block view_content %}
+    <div class="columns is-centered">
+        <div class="column is-8">
+            <div class="card">
+                <div class="card-content">
+                    <h2 class="title has-text-weight-light">{% trans 'Receipt' %} {{ receipt.receipt_number }}</h2>
+                    <p><strong>{% trans 'Date' %}:</strong> {{ receipt.receipt_date }}</p>
+                    <p><strong>{% trans 'Type' %}:</strong> {{ receipt.get_receipt_type_display }}</p>
+
+                    {# CUSTOMER INFO #}
+                    {% if receipt.customer_model %}
+                        <p><strong>{% trans 'Customer' %}:</strong>
+                            <a href="{{ receipt.get_customer_list_url }}">{{ receipt.customer_model.customer_name }}</a>
+                            <span class="is-size-7 has-text-grey"> ·
+                        <a href="{{ receipt.get_customer_report_url }}">{% trans 'Report' %}</a>
+                    </span>
+                        </p>
+                    {% endif %}
+
+                    {# VENDOR INFO #}
+                    {% if receipt.vendor_model %}
+                        <p><strong>{% trans 'Vendor' %}:</strong>
+                            <a href="{{ receipt.get_vendor_list_url }}">{{ receipt.vendor_model.vendor_name }}</a>
+                            <span class="is-size-7 has-text-grey"> ·
+                        <a href="{{ receipt.get_vendor_report_url }}">{% trans 'Report' %}</a>
+                    </span>
+                        </p>
+                    {% endif %}
+
+                    <p><strong>{% trans 'Ledger' %}:</strong>
+                        <a href="{{ receipt.ledger_model.get_absolute_url }}">{{ receipt.ledger_model.name }}</a>
+                    </p>
+
+                </div>
+                <div class="card-content">
+                    <h3 class="title is-5 has-text-weight-light">{% trans 'Transaction Journal' %}</h3>
+                    {% if tx_list %}
+                        <table class="table is-fullwidth is-striped is-narrow">
+                            <thead>
+                            <tr>
+                                <th>{% trans 'Date/Time' %}</th>
+                                <th>{% trans 'Journal Entry' %}</th>
+                                <th>{% trans 'Account' %}</th>
+                                <th class="has-text-right">{% trans 'Debit' %}</th>
+                                <th class="has-text-right">{% trans 'Credit' %}</th>
+                                <th>{% trans 'Unit' %}</th>
+                            </tr>
+                            </thead>
+                            <tbody>
+                            {% for tx in tx_list %}
+                                <tr>
+                                    <td>{{ tx.journal_entry.timestamp }}</td>
+                                    <td>
+                                        <a href="{{ tx.get_journal_entry_detail_url }}">{{ tx.journal_entry.description|default:'—' }}</a>
+                                    </td>
+                                    <td>{{ tx.account.code }} - {{ tx.account.name }}</td>
+                                    <td class="has-text-right">{% if tx.is_debit %}{{ tx.amount }}{% endif %}</td>
+                                    <td class="has-text-right">{% if tx.is_credit %}{{ tx.amount }}{% endif %}</td>
+                                    <td>{{ tx.journal_entry.entity_unit.name|default:'—' }}</td>
+                                </tr>
+                            {% endfor %}
+                            </tbody>
+                        </table>
+                    {% else %}
+                        <p class="has-text-grey">{% trans 'No transactions found for this receipt.' %}</p>
+                    {% endif %}
+                    {% if import_job %}
+                        <p class="mt-4">
+                            <strong>{% trans 'Imported From' %}:</strong>
+                            <a href="{{ receipt.get_import_job_url }}">
+                                {% trans 'Bank Feed Job' %} — {{ import_job.description|default:import_job.uuid }}
+                            </a>
+                        </p>
+                    {% endif %}
+                </div>
+                <div class="card-content">
+                    <a href="{{ receipt.get_list_url }}"
+                       class="button is-primary is-outlined">{% trans 'Back to Receipts' %}</a>
+                    <a href="{{ receipt.get_delete_url }}"
+                       class="button is-danger is-outlined">{% trans 'Undo/Delete' %}</a>
+                </div>
+            </div>
+        </div>
+    </div>
+{% endblock %}

django_ledger/templates/django_ledger/receipt/receipt_list.html

@@ -0,0 +1,134 @@
+{% extends 'django_ledger/layouts/content_layout_1.html' %}
+{% load i18n %}
+{% load django_ledger %}
+
+{% block view_content %}
+    <div class="box">
+        <div class="level">
+            <div class="level-left">
+                <div class="level-item">
+                    {% if month %}
+                        <h1 class="is-size-1 has-text-weight-thin">{{ month|date:'F Y' }} {% trans 'Receipts' %}</h1>
+                    {% elif year %}
+                        <h1 class="is-size-1 has-text-weight-thin">{{ year|date:'Y' }} {% trans 'Receipts' %}</h1>
+                    {% else %}
+                        <h1 class="is-size-1 has-text-weight-thin">{% trans 'Latest Receipts' %}</h1>
+                    {% endif %}
+                </div>
+            </div>
+            <div class="level-right">
+                {% if page_obj %}
+                    {% if page_obj.has_previous %}
+                        <div class="level-item">
+                            <a href="?page={{ page_obj.previous_page_number }}"
+                               class="button is-small is-dark is-outlined">
+                                <span class="icon is-small">{% icon 'ant-design:left-circle-outlined' 24 %}</span>
+                            </a>
+                        </div>
+                    {% endif %}
+                    <div class="level-item">
+                        <p class="is-italic">page {{ page_obj.number }} of {{ page_obj.paginator.num_pages }}</p>
+                    </div>
+                    {% if page_obj.has_next %}
+                        <div class="level-item">
+                            <a href="?page={{ page_obj.next_page_number }}"
+                               class="button is-small is-dark is-outlined">
+                                <span class="icon is-small">{% icon 'ant-design:right-circle-outlined' 24 %}</span>
+                            </a>
+                        </div>
+                    {% endif %}
+                {% endif %}
+            </div>
+        </div>
+
+        <div class="content">
+            <p class="is-size-6 has-text-weight-semibold">{% trans 'Filter by type:' %}
+                <a href="{% url 'django_ledger:receipt-list' entity_slug=view.kwargs.entity_slug %}">{% trans 'All' %}</a>
+                |
+                <a href="{% url 'django_ledger:receipt-list-type' entity_slug=view.kwargs.entity_slug receipt_type='sales' %}">{% trans 'Sales' %}</a>
+                |
+                <a href="{% url 'django_ledger:receipt-list-type' entity_slug=view.kwargs.entity_slug receipt_type='customer_refund' %}">{% trans 'Customer Refund' %}</a>
+                |
+                <a href="{% url 'django_ledger:receipt-list-type' entity_slug=view.kwargs.entity_slug receipt_type='expense' %}">{% trans 'Expense' %}</a>
+                |
+                <a href="{% url 'django_ledger:receipt-list-type' entity_slug=view.kwargs.entity_slug receipt_type='expense_refund' %}">{% trans 'Expense Refund' %}</a>
+                |
+                <a href="{% url 'django_ledger:receipt-list-type' entity_slug=view.kwargs.entity_slug receipt_type='transfer' %}">{% trans 'Transfer' %}</a>
+            </p>
+        </div>
+
+        <table class="table is-fullwidth is-striped">
+            <thead>
+            <tr>
+                <th>{% trans 'Date' %}</th>
+                <th>{% trans 'Number' %}</th>
+                <th>{% trans 'Type' %}</th>
+                <th>{% trans 'Counterparty' %}</th>
+                <th>{% trans 'Amount' %}</th>
+                <th>{% trans 'Actions' %}</th>
+            </tr>
+            </thead>
+            <tbody>
+            {% for r in receipt_list %}
+                <tr>
+                    <td>{{ r.receipt_date }}</td>
+                    <td><a href="{{ r.get_absolute_url }}">{{ r.receipt_number }}</a></td>
+                    <td>{{ r.get_receipt_type_display }}</td>
+                    <td>
+                        {% if r.customer_model %}
+                            <a href="{{ r.get_customer_list_url }}">{{ r.customer_model.customer_name }}</a>
+                            <span class="is-size-7 has-text-grey"> · <a
+                                    href="{{ r.get_customer_report_url }}">{% trans 'Report' %}</a></span>
+                        {% elif r.vendor_model %}
+                            <a href="{{ r.get_vendor_list_url }}">{{ r.vendor_model.vendor_name }}</a>
+                            <span class="is-size-7 has-text-grey"> · <a
+                                    href="{{ r.get_vendor_report_url }}">{% trans 'Report' %}</a></span>
+                        {% else %}
+                            —
+                        {% endif %}
+                    </td>
+                    <td>{% currency_symbol %}{{ r.amount | currency_format }}</td>
+                    <td>
+                        <a class="button is-small is-danger is-outlined" href="{{ r.get_delete_url }}">
+                            {% trans 'Undo/Delete' %}
+                        </a>
+                    </td>
+                </tr>
+            {% empty %}
+                <tr>
+                    <td colspan="5" class="has-text-centered">{% trans 'No receipts found.' %}</td>
+                </tr>
+            {% endfor %}
+            </tbody>
+        </table>
+
+        {% if year %}
+            <h5 class="is-size-5">{% trans 'Go to quarter:' %}</h5>
+            <p>
+                {% for q in '1234' %}
+                    <a href="{% url 'django_ledger:receipt-list-quarter' entity_slug=view.kwargs.entity_slug year=year quarter=q %}">Q{{ q }}
+                        {% if not forloop.last %}>{% endif %}</a>
+                {% endfor %}
+            </p>
+            <h5 class="is-size-5">{% trans 'Go to month:' %}</h5>
+            <p>
+                <a href="{% url 'django_ledger:receipt-list' entity_slug=view.kwargs.entity_slug %}">{% trans 'All' %}
+                    |</a>
+                {% for date in date_list %}
+                    <a href="{% url 'django_ledger:receipt-list-month' entity_slug=view.kwargs.entity_slug year=date.year month=date.month %}">
+                        {{ date | date:'F' }}{% if not forloop.last %} > {% endif %}</a>
+                {% endfor %}
+            </p>
+        {% else %}
+            <h5 class="is-size-5">{% trans 'Go to year:' %}</h5>
+            <p>
+                <a href="{% url 'django_ledger:receipt-list' entity_slug=view.kwargs.entity_slug %}">{% trans 'All' %}
+                    |</a>
+                {% for date in date_list %}
+                    <a href="{% url 'django_ledger:receipt-list-year' entity_slug=view.kwargs.entity_slug year=date.year %}">
+                        {{ date.year }}{% if not forloop.last %} > {% endif %}</a>
+                {% endfor %}
+            </p>
+        {% endif %}
+    </div>
+{% endblock %}

django_ledger/templates/django_ledger/receipt/vendor_receipt_report.html

@@ -0,0 +1,115 @@
+{% extends 'django_ledger/layouts/content_layout_1.html' %}
+{% load i18n %}
+{% load django_ledger %}
+
+{% block view_content %}
+<div class="box">
+    <div class="level">
+        <div class="level-left">
+            <div class="level-item">
+                {% if month %}
+                    <h1 class="is-size-1 has-text-weight-thin">{{ month|date:'F Y' }} {% trans 'Vendor Receipts' %} — {{ vendor_model.vendor_name }}</h1>
+                {% elif year %}
+                    <h1 class="is-size-1 has-text-weight-thin">{{ year|date:'Y' }} {% trans 'Vendor Receipts' %} — {{ vendor_model.vendor_name }}</h1>
+                {% else %}
+                    <h1 class="is-size-1 has-text-weight-thin">{% trans 'Vendor Receipts' %} — {{ vendor_model.vendor_name }}</h1>
+                {% endif %}
+            </div>
+        </div>
+        <div class="level-right">
+            {% if page_obj %}
+                {% if page_obj.has_previous %}
+                    <div class="level-item">
+                        <a href="?page={{ page_obj.previous_page_number }}"
+                           class="button is-small is-dark is-outlined">
+                            <span class="icon is-small">{% icon 'ant-design:left-circle-outlined' 24 %}</span>
+                        </a>
+                    </div>
+                {% endif %}
+                <div class="level-item">
+                    <p class="is-italic">page {{ page_obj.number }} of {{ page_obj.paginator.num_pages }}</p>
+                </div>
+                {% if page_obj.has_next %}
+                    <div class="level-item">
+                        <a href="?page={{ page_obj.next_page_number }}"
+                           class="button is-small is-dark is-outlined">
+                            <span class="icon is-small">{% icon 'ant-design:right-circle-outlined' 24 %}</span>
+                        </a>
+                    </div>
+                {% endif %}
+            {% endif %}
+        </div>
+    </div>
+
+    <table class="table is-fullwidth is-striped">
+        <thead>
+        <tr>
+            <th>{% trans 'Date' %}</th>
+            <th>{% trans 'Receipt #' %}</th>
+            <th>{% trans 'Type' %}</th>
+            <th>{% trans 'Imported' %}</th>
+            <th>{% trans 'Actions' %}</th>
+        </tr>
+        </thead>
+        <tbody>
+        {% for r in receipt_list %}
+            <tr>
+                <td>{{ r.receipt_date }}</td>
+                <td><a href="{{ r.get_absolute_url }}">{{ r.receipt_number }}</a></td>
+                <td>{{ r.get_receipt_type_display }}</td>
+                <td>
+                    {% if r.staged_transaction_model %}
+                        <a href="{{ r.get_staged_tx_url }}">
+                            {% trans 'Staged TX' %}
+                        </a>
+                        <span class="is-size-7 has-text-grey"> · </span>
+                        <a href="{{ r.get_import_job_url }}">
+                            {% trans 'Bank Feed Job' %}
+                        </a>
+                    {% else %}
+                        —
+                    {% endif %}
+                </td>
+                <td>
+                    <a class="button is-small is-danger is-outlined" href="{{ r.get_delete_url }}">
+                        {% trans 'Undo/Delete' %}
+                    </a>
+                </td>
+            </tr>
+        {% empty %}
+            <tr>
+                <td colspan="5" class="has-text-centered">{% trans 'No receipts found.' %}</td>
+            </tr>
+        {% endfor %}
+        </tbody>
+    </table>
+
+    {% if year %}
+        <h5 class="is-size-5">{% trans 'Go to quarter:' %}</h5>
+        <p>
+            {% for q in '1234' %}
+                <a href="{% url 'django_ledger:receipt-report-vendor-quarter' entity_slug=view.kwargs.entity_slug vendor_pk=vendor_model.uuid year=year quarter=q %}">Q{{ q }}{% if not forloop.last %} > {% endif %}</a>
+            {% endfor %}
+        </p>
+        <h5 class="is-size-5">{% trans 'Go to month:' %}</h5>
+        <p>
+            <a href="{% url 'django_ledger:receipt-report-vendor' entity_slug=view.kwargs.entity_slug vendor_pk=vendor_model.uuid %}">{% trans 'All' %} |</a>
+            {% for date in date_list %}
+                <a href="{% url 'django_ledger:receipt-report-vendor-month' entity_slug=view.kwargs.entity_slug vendor_pk=vendor_model.uuid year=date.year month=date.month %}">
+                    {{ date | date:'F' }}{% if not forloop.last %} > {% endif %}
+                </a>
+            {% endfor %}
+        </p>
+    {% else %}
+        <h5 class="is-size-5">{% trans 'Go to year:' %}</h5>
+        <p>
+            <a href="{% url 'django_ledger:receipt-report-vendor' entity_slug=view.kwargs.entity_slug vendor_pk=vendor_model.uuid %}">{% trans 'All' %} |</a>
+            {% for date in date_list %}
+                <a href="{% url 'django_ledger:receipt-report-vendor-year' entity_slug=view.kwargs.entity_slug vendor_pk=vendor_model.uuid year=date.year %}">
+                    {{ date.year }}{% if not forloop.last %} > {% endif %}
+                </a>
+            {% endfor %}
+        </p>
+    {% endif %}
+</div>
+{% endblock %}

django_ledger/templates/django_ledger/vendor/tags/vendor_table.html

@@ -19,16 +19,20 @@
         {% for vendor in vendors %}
             <tr class="has-text-centered">
                 <td>{{ vendor.vendor_number }}</td>
-                <td>{{ vendor.vendor_name }}</td>
-                <td>{{ vendor.address_1 }}</td>
+                <td><a href="{% url 'django_ledger:vendor-detail' entity_slug=view.kwargs.entity_slug vendor_pk=vendor.uuid %}">{{ vendor.vendor_name }}</a></td>
+                <td>
+                    {% if vendor.address_1 %}
+                        {{ vendor.address_1 }}
+                    {% endif %}
+                </td>
                 <td>{% if vendor.vendor_code %}{{ vendor.vendor_code }}{% endif %}</td>
                 <td>
                     {% if vendor.active %}
-                        <span class="icon has-text-success-dark">
+                        <span class="icon has-text-success">
                                         {% icon 'ant-design:check-circle-filled' 24 %}
                                     </span>
                     {% elif not vendor.active %}
-                        <span class="icon has-text-danger-dark">
+                        <span class="icon has-text-danger">
                                         {% icon 'mdi:dangerous' 24 %}
                                     </span>
                     {% endif %}
@@ -36,11 +40,11 @@
 
                 <td>
                     {% if vendor.hidden %}
-                        <span class="icon has-text-success-dark">
+                        <span class="icon has-text-success">
                                         {% icon 'ant-design:check-circle-filled' 24 %}
                                     </span>
                     {% elif not vendor.hidden %}
-                        <span class="icon has-text-danger-dark">
+                        <span class="icon has-text-danger">
                                         {% icon 'mdi:dangerous' 24 %}
                                     </span>
                     {% endif %}
@@ -61,7 +65,8 @@
                              id="dropdown-menu-{{ vendor.uuid }}"
                              role="menu">
                             <div class="dropdown-content">
-                                {#                                <a href="" class="dropdown-item has-text-success">View</a>#}
+                                <a href="{% url 'django_ledger:vendor-detail' entity_slug=view.kwargs.entity_slug vendor_pk=vendor.uuid %}"
+                                   class="dropdown-item has-text-weight-bold has-text-success">{% trans 'View' %}</a>
                                 <a href="{% url 'django_ledger:vendor-update' entity_slug=view.kwargs.entity_slug vendor_pk=vendor.uuid %}"
                                    class="dropdown-item has-text-weight-bold has-text-info">{% trans 'Update' %}</a>
                             </div>

django_ledger/templates/django_ledger/vendor/vendor_detail.html

@@ -0,0 +1,86 @@
+{% 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/vendor/includes/card_vendor.html' with vendor=vendor %}
+            </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 vendor.' %}</p>
+                    {% endif %}
+
+                    <hr>
+
+                    <h3 class="title is-4">
+                        <span class="icon is-small">{% icon 'mdi:file-document-edit' 24 %}</span>
+                        {% trans 'Bills' %}
+                    </h3>
+                    {% if bills %}
+                        <div class="table-container">
+                            <table class="table is-fullwidth is-narrow is-striped is-bordered">
+                                <thead>
+                                <tr>
+                                    <th class="has-text-centered">{% trans 'Bill Number' %}</th>
+                                    <th class="has-text-centered">{% trans 'Status' %}</th>
+                                </tr>
+                                </thead>
+                                <tbody>
+                                {% for bill in bills %}
+                                    <tr class="has-text-centered">
+                                        <td><a href="{{ bill.get_absolute_url }}">{{ bill.bill_number }}</a></td>
+                                        <td>{{ bill.get_bill_status_display }}</td>
+                                    </tr>
+                                {% endfor %}
+                                </tbody>
+                            </table>
+                        </div>
+                    {% else %}
+                        <p class="has-text-grey">{% trans 'No bills found for this vendor.' %}</p>
+                    {% endif %}
+
+                </div>
+            </div>
+        </div>
+    </div>
+
+{% endblock %}