django-ledger 0.7.6.1__py3-none-any.whl → 0.7.7__py3-none-any.whl

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django_ledger/__init__.py CHANGED
@@ -6,7 +6,7 @@ Copyright© EDMA Group Inc licensed under the GPLv3 Agreement.
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  default_app_config = 'django_ledger.apps.DjangoLedgerConfig'
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  """Django Ledger"""
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- __version__ = '0.7.6.1'
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+ __version__ = '0.7.7'
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  __license__ = 'GPLv3 License'
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  __author__ = 'Miguel Sanda'
@@ -1442,6 +1442,10 @@ class IODatabaseMixIn:
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  ]
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  for tx, txm_kwargs in txs_models:
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+ if not getattr(tx, 'ledger_id', None):
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+ tx.ledger_id = je_model.ledger_id
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+ if not getattr(tx, 'timestamp', None):
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+ tx.timestamp = je_model.timestamp
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  staged_tx_model = txm_kwargs.get('staged_tx_model')
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  if staged_tx_model:
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  staged_tx_model.transaction_model = tx
@@ -7,7 +7,7 @@
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  <div class="box">
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  <div class="columns is-multiline">
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  <div class="column is-12 has-text-centered">
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- <h1 class="is-size-3">{% trans 'Accounts List' %}</h1>
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+ <h1 class="is-size-3">{% trans 'CoA Account List' %}</h1>
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  <h2 class="is-size-1 has-text-info">{{ coa_model.name }}</h2>
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  <p class="is-italic has-text-danger">({{ coa_model.slug }})</p>
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  </div>
@@ -16,8 +16,8 @@
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  <tr class="has-text-centered">
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  <td>{{ tx.journal_entry.je_number }}</td>
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  <td>{{ tx.journal_entry.timestamp }}</td>
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- <td>{% if tx.tx_type == 'credit' %}${{ tx.amount | currency_format }}{% endif %}</td>
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- <td>{% if tx.tx_type == 'debit' %}${{ tx.amount | currency_format }}{% endif %}</td>
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+ <td>{% if tx.tx_type == 'credit' %}{% currency_symbol %}{{ tx.amount | currency_format }}{% endif %}</td>
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+ <td>{% if tx.tx_type == 'debit' %}{% currency_symbol %}{{ tx.amount | currency_format }}{% endif %}</td>
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  <td>{{ tx.description }}</td>
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  <td>{{ tx.journal_entry.entity_unit.name }}</td>
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  <td>
@@ -51,8 +51,8 @@
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  <tr class="has-text-weight-bold">
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  <td></td>
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  <td class="has-text-right">Total</td>
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- <td class="has-text-centered">${{ total_credits | currency_format }}</td>
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- <td class="has-text-centered">${{ total_debits | currency_format }}</td>
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+ <td class="has-text-centered">{% currency_symbol %}{{ total_credits | currency_format }}</td>
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+ <td class="has-text-centered">{% currency_symbol %}{{ total_debits | currency_format }}</td>
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  <td></td>
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  <td></td>
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  <td></td>
@@ -51,11 +51,11 @@
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  <td>{{ account.get_balance_type_display }}</td>
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  <td class="has-text-centered">
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  {% if account.is_active %}
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- <span class="icon has-text-success-dark">
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+ <span class="icon has-text-success">
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  {% icon 'ant-design:check-circle-filled' 24 %}
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  </span>
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  {% else %}
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- <span class="icon has-text-danger-dark">
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+ <span class="icon has-text-danger">
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  {% icon 'mdi:dangerous' 24 %}
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  </span>
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  {% endif %}
@@ -63,11 +63,11 @@
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  <td class="has-text-centered">
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  {% if account.is_locked %}
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- <span class="icon has-text-success-dark">
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+ <span class="icon has-text-success">
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  {% icon 'ooui:lock' 24 %}
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  </span>
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  {% else %}
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- <span class="icon has-text-danger-dark">
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+ <span class="icon has-text-danger">
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  {% icon 'ooui:un-lock' 24 %}
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  </span>
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  {% endif %}
@@ -75,13 +75,9 @@
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  <td class="has-text-centered">
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  {% if account.role_default %}
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- <span class="icon has-text-success-dark">
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- {% icon 'ant-design:check-circle-filled' 24 %}
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- </span>
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- {% elif not account.role_default %}
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- <span class="icon has-text-danger-dark">
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- {% icon 'mdi:dangerous' 24 %}
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- </span>
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+ <span class="icon has-text-success">
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+ {% icon 'ant-design:check-circle-filled' 24 %}
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+ </span>
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  {% endif %}
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  </td>
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  <td>
@@ -43,20 +43,20 @@
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  <div class="column is-12">
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  <h3 class="is-size-3">{% trans 'Bill State' %}</h3>
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  <p>{{ bill_model.cash_account }}:
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- ${{ bill_model.get_amount_cash | currency_format }}</p>
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+ {% currency_symbol %}{{ bill_model.get_amount_cash | currency_format }}</p>
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  <p>{{ bill_model.prepaid_account }}:
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- ${{ bill_model.get_amount_prepaid | currency_format }}</p>
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+ {% currency_symbol %}{{ bill_model.get_amount_prepaid | currency_format }}</p>
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  <p>{{ bill_model.unearned_account }}:
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- ${{ bill_model.get_amount_unearned | currency_format }}</p>
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+ {% currency_symbol %}{{ bill_model.get_amount_unearned | currency_format }}</p>
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  </div>
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  <div class="column is-12">
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  <h3 class="is-size-3">{% trans 'Ledger State' %}</h3>
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  <p>{{ bill_model.cash_account }}:
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- ${{ bill_model.amount_paid | currency_format }}</p>
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+ {% currency_symbol %}{{ bill_model.amount_paid | currency_format }}</p>
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  <p>{{ bill_model.prepaid_account }}:
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- ${{ bill_model.amount_receivable | currency_format }}</p>
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+ {% currency_symbol %}{{ bill_model.amount_receivable | currency_format }}</p>
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  <p>{{ bill_model.unearned_account }}:
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- ${{ bill_model.amount_unearned | currency_format }}</p>
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+ {% currency_symbol %}{{ bill_model.amount_unearned | currency_format }}</p>
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  </div>
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  {% now "Y" as current_year %}
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  {% now "m" as current_month %}
@@ -1,4 +1,5 @@
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  {% load i18n %}
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+ {% load django_ledger %}
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  <div class="table-container">
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  <table class="table is-narrow is-fullwidth is-bordered django-ledger-table-bottom-margin-75">
@@ -20,7 +21,7 @@
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  <td>{{ imported_tx.date_posted }}</td>
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  <td>{{ imported_tx.name }}</td>
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  <td class="{% if imported_tx.get_amount < 0.00 %}has-text-danger{% endif %} has-text-centered">
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- ${{ imported_tx.get_amount }}</td>
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+ {% currency_symbol %}{{ imported_tx.get_amount }}</td>
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  <td>{% if imported_tx.activity %}
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  {{ imported_tx.get_activity_display }}
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  {% endif %}</td>
@@ -42,20 +42,20 @@
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  <div class="column is-12">
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  <h3 class="is-size-3">{% trans 'Invoice State' %}</h3>
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  <p>{{ invoice.cash_account }}:
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- ${{ invoice.get_amount_cash | currency_format }}</p>
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+ {% currency_symbol %}{{ invoice.get_amount_cash | currency_format }}</p>
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  <p>{{ invoice.prepaid_account }}:
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- ${{ invoice.get_amount_prepaid | currency_format }}</p>
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+ {% currency_symbol %}{{ invoice.get_amount_prepaid | currency_format }}</p>
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  <p>{{ invoice.unearned_account }}:
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- ${{ invoice.get_amount_unearned | currency_format }}</p>
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+ {% currency_symbol %}{{ invoice.get_amount_unearned | currency_format }}</p>
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  </div>
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  <div class="column is-12">
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  <h3 class="is-size-3">{% trans 'Ledger State' %}</h3>
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  <p>{{ invoice.cash_account }}:
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- ${{ invoice.amount_paid | currency_format }}</p>
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+ {% currency_symbol %}{{ invoice.amount_paid | currency_format }}</p>
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  <p>{{ invoice.prepaid_account }}:
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- ${{ invoice.amount_receivable | currency_format }}</p>
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+ {% currency_symbol %}{{ invoice.amount_receivable | currency_format }}</p>
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  <p>{{ invoice.unearned_account }}:
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- ${{ invoice.amount_unearned | currency_format }}</p>
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+ {% currency_symbol %}{{ invoice.amount_unearned | currency_format }}</p>
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  </div>
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  {% now "Y" as current_year %}
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  {% now "m" as current_month %}
@@ -22,8 +22,8 @@
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  <td>{{ invoice.get_status_action_date }}</td>
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  <td>{{ invoice.get_invoice_status_display }}</td>
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  <td>{{ invoice.customer.customer_name }}</td>
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- <td>${{ invoice.amount_due | currency_format }}</td>
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- <td>${{ invoice.amount_paid | currency_format }}</td>
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+ <td>{% currency_symbol %}{{ invoice.amount_due | currency_format }}</td>
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+ <td>{% currency_symbol %}{{ invoice.amount_paid | currency_format }}</td>
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  <td>
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  {% if invoice.is_past_due %}
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  <span class="icon is-small has-text-danger">{% icon 'bi:check-circle-fill' 24 %}</span>
@@ -20,9 +20,9 @@
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  <td>{{ transaction_model.account_name }}</td>
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  <td>{% if transaction_model.entity_unit_name %}
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  {{ transaction_model.entity_unit_name }}{% endif %}</td>
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- <td>{% if transaction_model.is_credit %}$
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+ <td>{% if transaction_model.is_credit %}{% currency_symbol %}
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  {{ transaction_model.amount | currency_format }}{% endif %}</td>
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- <td>{% if transaction_model.is_debit %}$
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+ <td>{% if transaction_model.is_debit %}{% currency_symbol %}
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  {{ transaction_model.amount | currency_format }}{% endif %}</td>
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  <td>{% if transaction_model.description %}{{ transaction_model.description }}{% endif %}</td>
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  </tr>
@@ -52,8 +52,8 @@
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  <tr>
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  <td>{{ transaction_model.account_code }}</td>
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  <td>{{ transaction_model.account_name }}</td>
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- <td>{% if transaction_model.is_credit %}${{ transaction_model.amount | currency_format }}{% endif %}</td>
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- <td>{% if transaction_model.is_debit %}${{ transaction_model.amount | currency_format }}{% endif %}</td>
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+ <td>{% if transaction_model.is_credit %}{% currency_symbol %}{{ transaction_model.amount | currency_format }}{% endif %}</td>
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+ <td>{% if transaction_model.is_debit %}{% currency_symbol %}{{ transaction_model.amount | currency_format }}{% endif %}</td>
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  <td>{% if transaction_model.description %}{{ transaction_model.description }}{% endif %}</td>
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  </tr>
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  {% endfor %}
@@ -20,9 +20,9 @@
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  <td>{{ transaction_model.account_name }}</td>
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  <td>{% if transaction_model.entity_unit_name %}
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  {{ transaction_model.entity_unit_name }}{% endif %}</td>
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- <td>{% if transaction_model.is_credit %}$
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+ <td>{% if transaction_model.is_credit %}{% currency_symbol %}
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  {{ transaction_model.amount | currency_format }}{% endif %}</td>
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- <td>{% if transaction_model.is_debit %}$
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+ <td>{% if transaction_model.is_debit %}{% currency_symbol %}
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  {{ transaction_model.amount | currency_format }}{% endif %}</td>
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  <td>{% if transaction_model.description %}{{ transaction_model.description }}{% endif %}</td>
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  </tr>
@@ -52,8 +52,8 @@
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  <tr>
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  <td>{{ transaction_model.account_code }}</td>
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  <td>{{ transaction_model.account_name }}</td>
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- <td>{% if transaction_model.is_credit %}${{ transaction_model.amount | currency_format }}{% endif %}</td>
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- <td>{% if transaction_model.is_debit %}${{ transaction_model.amount | currency_format }}{% endif %}</td>
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+ <td>{% if transaction_model.is_credit %}{% currency_symbol %}{{ transaction_model.amount | currency_format }}{% endif %}</td>
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+ <td>{% if transaction_model.is_debit %}{% currency_symbol %}{{ transaction_model.amount | currency_format }}{% endif %}</td>
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  <td>{% if transaction_model.description %}{{ transaction_model.description }}{% endif %}</td>
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  </tr>
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  {% endfor %}
@@ -76,6 +76,15 @@ class AccountModelListView(BaseAccountModelBaseView, ListView):
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  }
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  active_only = False
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+ def get_context_data(self, **kwargs):
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+ context = super().get_context_data(**kwargs)
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+ coa_model: ChartOfAccountModel = self.get_coa_model()
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+ context['page_title'] = f'{coa_model.name} Accounts'
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+ context['header_title'] = f'{coa_model.name} Accounts'
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+ context['header_subtitle'] = self.get_authorized_entity_instance_name()
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+ context['header_subtitle_icon'] = 'ic:twotone-account-tree'
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+ return context
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+
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  def get_queryset(self):
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  qs = super().get_queryset()
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  if self.active_only:
@@ -1,6 +1,6 @@
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  Metadata-Version: 2.2
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  Name: django-ledger
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- Version: 0.7.6.1
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+ Version: 0.7.7
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  Summary: Double entry accounting system built on the Django Web Framework.
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  Author-email: Miguel Sanda <msanda@arrobalytics.com>
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  Maintainer-email: Miguel Sanda <msanda@arrobalytics.com>
@@ -72,6 +72,9 @@ Created and developed by [Miguel Sanda](https://www.miguelsanda.com).
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  ## Getting Involved
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+ All pull requests are welcome, as long as they address bugfixes, enhancements, new ideas, or add value to the project in any shape or form.
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+ Please refrain from submitting pull requests that focus solely on code linting, refactoring, or similar cosmetic changes.
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+
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  - **Feature Requests/Bug Reports**: Open an issue in the repository
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  - **For software customization, advanced features and consulting services**:
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  [Contact us](https://www.miguelsanda.com/work-with-me/) or email msanda@arrobalytics.com
@@ -1,4 +1,4 @@
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- django_ledger/__init__.py,sha256=MUwO2Divbce4snfcTQcqtZJZf6TMKSgX18eqO5JDspA,382
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+ django_ledger/__init__.py,sha256=sxYvIiNYS4E4veCLOanmxYxrLvKH2YzbJK3CrAtr06M,380
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  django_ledger/apps.py,sha256=H-zEWUjKGakgSDSZmLIoXChZ2h6e0dth0ZO5SpoT-8U,163
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  django_ledger/exceptions.py,sha256=rML8sQQ0Hq-DYMLZ76dfw2RYSAsXWUoyHuyC_yP9o1o,491
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  django_ledger/settings.py,sha256=QOMK8mhT8MLrMxVDEzNRJ9W01Pm-Po26y7KaBPLVeNk,8952
@@ -66,7 +66,7 @@ django_ledger/forms/utils.py,sha256=sgkwBZs15_rZ5NT7h-8Z7wi3-ItM1E1sqoVDo3NQ5Jc,
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  django_ledger/forms/vendor.py,sha256=Nuh8MmSpz4ycMZwiVe--U9Ec6ezIsfACHDkhA2SyiZ4,2215
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  django_ledger/io/__init__.py,sha256=8m5AoBRiG2ymrX0Y4LVjq0275i7I5Sk7YRa1BTzVofI,369
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  django_ledger/io/io_context.py,sha256=2AiQyJSTkYUCu09Ig0ZPgYj8PtlvUKNS30KvRp9e7zA,4753
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- django_ledger/io/io_core.py,sha256=qG6ZDbdJw5OzADNR37zeLbhG7wAKWLpRBDfSkm0hv6k,87133
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+ django_ledger/io/io_core.py,sha256=EmW0zu4P38OubxncBbnDdyAfM8X_epoxEc7iK-pApKA,87335
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  django_ledger/io/io_generator.py,sha256=IN_ZuMlPHXgoEffxA7PMN2fyTvWPJktzVR6yIaocsRs,34725
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  django_ledger/io/io_library.py,sha256=CGZABR4P80VfIube4QEryNOi01llrPq0Gh-8vVbtZDY,22496
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  django_ledger/io/io_middleware.py,sha256=vbWIBYA4V9nwoiEtB0W9pq19QIwPmaAyVJlo_1Gg2BY,20284
@@ -187,10 +187,10 @@ django_ledger/static/django_ledger/logo_2/djl-txt-horiz@3x.png,sha256=5YgNwxCiCB
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  django_ledger/templates/django_ledger/account/account_create.html,sha256=EeU4mxRw9YVE_ugXGF_cPfJvJ1CJsmIRGr1mXfxfwFI,1152
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  django_ledger/templates/django_ledger/account/account_create_child.html,sha256=i1tBc-N44D2mKnm61nrI11pXxo2STF1ezV9fVckB_qY,1089
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  django_ledger/templates/django_ledger/account/account_detail.html,sha256=m-UTWD9YqoM9JWKug4alY4DIql13jYFrJG2BmdYSZ7s,934
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- django_ledger/templates/django_ledger/account/account_list.html,sha256=0kDNrzcMgMewiBQGqjkPCUHErmOiVz6uy1FnwzclMjc,1019
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+ django_ledger/templates/django_ledger/account/account_list.html,sha256=gVWwvmSUtIaiDN2CpfCDuyre17UZgMPfNyxEnKb1D5I,1022
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  django_ledger/templates/django_ledger/account/account_update.html,sha256=FzNFcARbhZUUTTi6Sv-PQJi7XzjLsOfrUnR7lIvIlhc,1113
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- django_ledger/templates/django_ledger/account/tags/account_txs_table.html,sha256=CNl3i5jp_7UPNV2bm60MN5w2SRGph-w_3PgzBzZpUxI,3483
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- django_ledger/templates/django_ledger/account/tags/accounts_table.html,sha256=zJEUvMBre-wK563ThpoOpxSfgzhV1qn_3khLLWeiWrM,7520
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+ django_ledger/templates/django_ledger/account/tags/account_txs_table.html,sha256=dbqMmFP7xzwsPGjva9APoU9wuZKs_TXIRYZaz7DP7DA,3563
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+ django_ledger/templates/django_ledger/account/tags/accounts_table.html,sha256=58GiazOeJuG-z26-K-FmFoIkewx115_91ok7YLpK6t8,7236
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  django_ledger/templates/django_ledger/auth/login.html,sha256=UYV2rxjEn9cXBbG6Ww93k6yMPJtOo5vpX6sod61ewKs,1849
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  django_ledger/templates/django_ledger/bank_account/bank_account_create.html,sha256=zoCvV-_2aBAXCnCfHTFI18Pn7hbEcOkgtcgYOQ2IJIg,1258
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  django_ledger/templates/django_ledger/bank_account/bank_account_list.html,sha256=FuwnbPZ8J6paQw02ddSYEpKUy97SKP-00mFDPMghgJI,701
@@ -200,7 +200,7 @@ django_ledger/templates/django_ledger/bills/bill_create.html,sha256=fUskaN-ORsj_
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  django_ledger/templates/django_ledger/bills/bill_delete.html,sha256=IHqXETgrbmMWnrymJv7iAAcDcBvRV9tFgoqHWAUKlQE,1606
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  django_ledger/templates/django_ledger/bills/bill_detail.html,sha256=FvssQo6Y_3jQXxieCFaXySSGch4IbUDo5ONUjFB8HFw,11760
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  django_ledger/templates/django_ledger/bills/bill_list.html,sha256=-KAmz0bghVZ81DMzFbqaeu_93XmuuMEI6REtYc_P0PE,6336
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- django_ledger/templates/django_ledger/bills/bill_update.html,sha256=Sluzm-Dgcr1S9QgT_ermkT-P6UyQ1AR7meL33kSa3RM,8638
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+ django_ledger/templates/django_ledger/bills/bill_update.html,sha256=mghbdN_8UWfp_5Mf86e8TpYfrEcLd8I2V1biZSaZlXo,8758
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  django_ledger/templates/django_ledger/bills/bill_void.html,sha256=iQt9Nq1DL-LovkrMrvUwI87LO8jXZ3R0dL7YKPoZKDM,1354
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  django_ledger/templates/django_ledger/bills/includes/card_bill.html,sha256=7bUT7Sx7oFHAs9ko1x3wBBhrOZnTAmrGR55S1vksm8g,14029
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  django_ledger/templates/django_ledger/bills/tags/bill_item_formset.html,sha256=tmBNZoaHhk6EsCtcdqAQdHJ0XyDFaFRYqxdCf2Xi5KU,4082
@@ -240,7 +240,7 @@ django_ledger/templates/django_ledger/data_import/import_job_create.html,sha256=
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  django_ledger/templates/django_ledger/data_import/import_job_delete.html,sha256=qgobtrI-WNYFqhn8de05mcD-FQ0UGSLT6ZoaBlblXAU,944
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  django_ledger/templates/django_ledger/data_import/import_job_update.html,sha256=ZDy391RSOXUq3keUs48QrVrI_ZicdNvDeLT_JacH17M,887
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  django_ledger/templates/django_ledger/data_import/tags/data_import_job_list_table.html,sha256=y_U1xixMC9YPR4aq6F_cNpyb-dZ5qcVh9D6HSN9Xpps,2919
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- django_ledger/templates/django_ledger/invoice/invoice_update.html,sha256=cVuth_WbELKi3RWDrIKLcfDAe0RH3OV8N5AireHK298,8640
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+ django_ledger/templates/django_ledger/journal_entry/tags/je_txs_table.html,sha256=VN217o-bGEjQ2DHDMhzWOcFMe4EGAu0p3qhc3Dv9X-Y,3446
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@@ -327,7 +327,7 @@ django_ledger/templates/django_ledger/service/service_delete.html,sha256=9h8fR5c
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- django_ledger/templates/django_ledger/transactions/tags/txs_table.html,sha256=6gqASIlyKmeTgV-0Lp_DVB7SGLcL1y_U8cpR4sJFLyU,3366
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+ django_ledger/templates/django_ledger/transactions/tags/txs_table.html,sha256=VN217o-bGEjQ2DHDMhzWOcFMe4EGAu0p3qhc3Dv9X-Y,3446
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@@ -384,7 +384,7 @@ django_ledger/urls/transactions.py,sha256=e_x_z5qbkR6i7o8OWWdXshDiY_WVmu9WVhR9A9
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- django_ledger/views/account.py,sha256=mxFmBu9RsFfd_lQK1JJevmAVHMEW4SBeAJ0prZNK57E,9083
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+ django_ledger/views/account.py,sha256=fC0PX889DxyKheTF3SIA_aDxermQu8hPhrw5JBwpwS0,9536
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@@ -408,9 +408,9 @@ django_ledger/views/purchase_order.py,sha256=CyftKrQWV1SBz7W0CvZOfZ81OPEiBHPD7b9
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- django_ledger-0.7.6.1.dist-info/AUTHORS.md,sha256=ShPwf-qniJkbjRzX5_lqhmgoLMEYMSHSwKPXHZtWmyk,824
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- django_ledger-0.7.6.1.dist-info/LICENSE,sha256=ixuiBLtpoK3iv89l7ylKkg9rs2GzF9ukPH7ynZYzK5s,35148
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- django_ledger-0.7.6.1.dist-info/METADATA,sha256=GiA6lMs26nLY1WXdJZUtOn6W12O7NnTuoF8i4fZzFy4,8828
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- django_ledger-0.7.6.1.dist-info/WHEEL,sha256=nn6H5-ilmfVryoAQl3ZQ2l8SH5imPWFpm1A5FgEuFV4,91
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- django_ledger-0.7.6.1.dist-info/top_level.txt,sha256=fmHWehb2HfoDncQ3eQtYzeYc-gJMywf6q_ZpKBjwzoQ,38
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- django_ledger-0.7.6.1.dist-info/RECORD,,
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+ django_ledger-0.7.7.dist-info/AUTHORS.md,sha256=ShPwf-qniJkbjRzX5_lqhmgoLMEYMSHSwKPXHZtWmyk,824
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+ django_ledger-0.7.7.dist-info/LICENSE,sha256=ixuiBLtpoK3iv89l7ylKkg9rs2GzF9ukPH7ynZYzK5s,35148
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+ django_ledger-0.7.7.dist-info/METADATA,sha256=HUOt5ZtIVCZvGiv1XeLcl9McPh8JJFMHKfO-x8tRnn4,9089
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+ django_ledger-0.7.7.dist-info/WHEEL,sha256=nn6H5-ilmfVryoAQl3ZQ2l8SH5imPWFpm1A5FgEuFV4,91
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+ django_ledger-0.7.7.dist-info/top_level.txt,sha256=fmHWehb2HfoDncQ3eQtYzeYc-gJMywf6q_ZpKBjwzoQ,38
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+ django_ledger-0.7.7.dist-info/RECORD,,