fincas 0.4.1__tar.gz

fincas-0.4.1/LICENSE

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+MIT License
+
+Copyright (c) 2026 Fincas Contributors
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

fincas-0.4.1/PKG-INFO

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+Metadata-Version: 2.4
+Name: fincas
+Version: 0.4.1
+Summary: Django commerce and back-office platform: orders, invoicing, accounting, inventory, CRM and a storefront API
+Author: Fincas Contributors
+License-Expression: MIT
+Project-URL: Homepage, https://github.com/Logos-Flux/fincas
+Project-URL: Repository, https://github.com/Logos-Flux/fincas
+Project-URL: Documentation, https://github.com/Logos-Flux/fincas/blob/main/docs/README.md
+Project-URL: Changelog, https://github.com/Logos-Flux/fincas/blob/main/CHANGELOG.md
+Project-URL: Issues, https://github.com/Logos-Flux/fincas/issues
+Keywords: django,erp,commerce,crm,accounting,inventory,back-office,headless-commerce,orders,invoicing
+Classifier: Development Status :: 4 - Beta
+Classifier: Environment :: Web Environment
+Classifier: Framework :: Django
+Classifier: Framework :: Django :: 6.0
+Classifier: Intended Audience :: Developers
+Classifier: Operating System :: OS Independent
+Classifier: Programming Language :: Python :: 3
+Classifier: Programming Language :: Python :: 3 :: Only
+Classifier: Programming Language :: Python :: 3.12
+Classifier: Topic :: Office/Business
+Classifier: Topic :: Office/Business :: Financial :: Accounting
+Requires-Python: >=3.12
+Description-Content-Type: text/markdown
+License-File: LICENSE
+Requires-Dist: django<6.1,>=6.0
+Requires-Dist: djangorestframework<4,>=3.16
+Requires-Dist: django-filter<26,>=25.2
+Requires-Dist: django-cors-headers<5,>=4.9
+Requires-Dist: python-dotenv<2,>=1.2
+Requires-Dist: dj-database-url<4,>=3.1
+Requires-Dist: whitenoise<7,>=6.12
+Requires-Dist: requests<3,>=2.32
+Requires-Dist: django-anymail[mailgun]<14,>=13.0
+Requires-Dist: weasyprint<71,>=70.0
+Requires-Dist: openpyxl<4,>=3.1
+Requires-Dist: easypost<10,>=9.0
+Requires-Dist: PyJWT<3,>=2.15
+Requires-Dist: cryptography<51,>=50.0
+Requires-Dist: httpx<1,>=0.28
+Requires-Dist: mcp<2,>=1.0
+Requires-Dist: boto3<2,>=1.43
+Requires-Dist: pypdf<7,>=6.19
+Requires-Dist: urllib3<3,>=2.8
+Requires-Dist: psycopg2-binary<3,>=2.9
+Requires-Dist: redis<6,>=5.0
+Requires-Dist: drf-spectacular<1,>=0.28
+Requires-Dist: phonenumbers<10,>=9.0
+Provides-Extra: prod
+Requires-Dist: uvicorn<1,>=0.51; extra == "prod"
+Requires-Dist: gunicorn<26,>=25.1; extra == "prod"
+Requires-Dist: sentry-sdk[django]<3,>=2.0; extra == "prod"
+Dynamic: license-file
+
+# Fincas
+
+[![CI](https://github.com/Logos-Flux/fincas/actions/workflows/ci.yml/badge.svg)](https://github.com/Logos-Flux/fincas/actions/workflows/ci.yml)
+[![PyPI](https://img.shields.io/pypi/v/fincas.svg)](https://pypi.org/project/fincas/)
+[![Python 3.12](https://img.shields.io/badge/python-3.12-blue.svg)](https://www.python.org/)
+[![Django 6.0](https://img.shields.io/badge/django-6.0-green.svg)](https://www.djangoproject.com/)
+[![License: MIT](https://img.shields.io/badge/license-MIT-yellow.svg)](LICENSE)
+
+Fincas is an open-source commerce and back-office platform built on Django:
+quotes and orders, invoicing and a double-entry ledger, inventory and
+purchasing, a CRM, and a REST API for a headless storefront. You install it as
+a Python package and run it as your own Django project, extended with plugins
+instead of forks.
+
+**Status:** actively maintained, beta. One company per instance. Python 3.12,
+PostgreSQL 17, Django 6.0.
+
+> **Import name:** the PyPI distribution is `fincas`, but the Python package is
+> `golden_erp` (the project's earlier name), and settings keep the `GOLDEN_*`
+> prefix. You write `pip install fincas`, then
+> `from golden_erp.settings.prod import *` and `include("golden_erp.urls")`.
+> Both names stay as they are so existing deployments and plugins keep working.
+
+## Install
+
+### From PyPI (to run Fincas)
+
+```bash
+python3.12 -m venv .venv && . .venv/bin/activate
+pip install "fincas[prod]"
+```
+
+Fincas is a library: your deployment is a small Django project with a
+`config/settings.py` that starts from `golden_erp.settings.prod` and a
+`config/urls.py` that mounts `golden_erp.urls`.
+[docs/getting-started.md](docs/getting-started.md) takes you from an empty
+directory to a first login; [docs/packaging.md](docs/packaging.md) covers the
+settings overlay and version pinning.
+
+WeasyPrint renders the PDFs and needs Cairo and Pango from your OS
+(`libpango-1.0-0 libpangocairo-1.0-0 libcairo2` on Debian and Ubuntu).
+
+### From source (to work on Fincas)
+
+```bash
+git clone https://github.com/Logos-Flux/fincas.git
+cd fincas
+python3.12 -m venv .venv && . .venv/bin/activate
+pip install -r requirements/dev.txt
+make migrate          # SQLite in the working directory
+make seed             # demo company, catalog, customers, chart of accounts
+make run              # http://localhost:8000/erp/
+```
+
+`make seed` creates the superuser `admin` with the password `admin`. That is
+for a local machine only; pass `--admin-password` to `manage.py seed_demo_data`
+anywhere else. The API docs are at `http://localhost:8000/api/docs/`.
+
+[CONTRIBUTING.md](CONTRIBUTING.md) has the full development setup, including
+Docker Compose and the storefront.
+
+## What's in it
+
+- **Sales:** quotes with revisions, sales orders with shipment groups and
+  drop-ship lines, sales invoices, payments through pluggable gateways
+  (Stripe and manual included), coupon codes, price lists with customer-tier
+  breaks, tax rates.
+- **Operations:** multi-warehouse stock, purchase orders and receiving, pick
+  tickets, carrier rates and labels (EasyPost), PDF quotes, orders, invoices
+  and purchase orders (WeasyPrint).
+- **Accounting:** chart of accounts, fiscal periods, journal entries posted
+  from documents by configurable rules, trial balance checks.
+- **CRM:** one party record per person or organization (merge, undo, GDPR-style
+  erasure), leads, pipelines and engagements with stage history, tasks,
+  communications, custom fields, imports from another CRM's export, and
+  adapters for Aircall, Gmail, ClickUp, Klaviyo and Google Ads.
+- **API and storefront:** a REST API with an OpenAPI 3 schema (Swagger UI and
+  Redoc included), a least-privilege storefront identity, a customer portal,
+  and a Qwik City storefront in `storefront/`.
+- **Extending it:** plugins add navigation, dashboard widgets, payment
+  gateways, carriers, CRM adapters, outbox consumers and URLs; HMAC-signed
+  outbound webhooks; a label layer to rename nouns in the staff UI; generated,
+  WCAG AA-checked back-office themes.
+- **Assistant:** an optional AI chat drawer for staff, routed through
+  `llmhub`: direct provider keys (Anthropic or any OpenAI-compatible endpoint)
+  or your own gateway.
+
+## One company per instance
+
+Each Fincas instance serves one company: one database, one `core.Company` row,
+one deployment. Another company gets its own instance. System check
+`core.E070` refuses a second Company
+([docs/deployment.md](docs/deployment.md#one-instance-per-company)).
+
+## Plugins
+
+Fincas is extended without editing core files. A plugin is a class listed in
+`GOLDEN_PLUGINS`:
+
+```python
+# hello_fincas/plugin.py
+from core.plugins import BasePlugin
+
+
+class HelloPlugin(BasePlugin):
+    name = "hello"
+    verbose_name = "Hello, Fincas"
+    version = "0.1.0"
+
+    def get_nav_items(self):
+        return [{
+            "type": "link",
+            "label": "Hello",
+            "section": "analytics",
+            "url_name": "erp-dashboard",
+            "icon": "fas fa-chart-line",
+        }]
+```
+
+```python
+# config/settings.py
+GOLDEN_PLUGINS = ["hello_fincas.plugin.HelloPlugin"]
+```
+
+[docs/plugins.md](docs/plugins.md) covers every hook, lifecycle signals, the
+outbox, plugin URLs and testing a plugin.
+
+## LLM features
+
+Every LLM call goes through `llmhub` and is configured on the staff-only
+`/erp/llm/` page or by environment: direct provider keys (`ANTHROPIC_API_KEY`,
+or `OPENAI_BASE_URL` and `OPENAI_API_KEY` for any OpenAI-compatible endpoint),
+or an OpenAI-compatible gateway (`LLMHUB_MODE=gateway`,
+`LLMHUB_GATEWAY_BASE_URL`). `python manage.py llmhub_check` makes one small
+test call per configured purpose (`--no-live` checks resolution only).
+
+Set `LLMHUB_ALLOWED_BASE_URLS` in production. It is empty by default, and while
+it is empty any staff user can point LLM traffic, including ERP data in
+prompts, at a host of their choosing from the settings page.
+
+## Documentation
+
+The full index is [docs/README.md](docs/README.md). Start with:
+
+- [Getting started](docs/getting-started.md): from `pip install` to a first login
+- [Architecture](docs/architecture.md): the apps, the plugin seam, the storefront contract
+- [Deployment](docs/deployment.md): Docker Compose, systemd and Fly.io, required secrets
+- [Upgrading](docs/upgrading.md): versioning, deprecations and the migration contract
+- [Plugins](docs/plugins.md) and [Webhooks](docs/webhooks.md)
+- [Changelog](CHANGELOG.md)
+
+## Contributing and security
+
+Bug reports, fixes and documentation are welcome: see
+[CONTRIBUTING.md](CONTRIBUTING.md) and the [code of conduct](CODE_OF_CONDUCT.md).
+Report security issues privately, as described in [SECURITY.md](SECURITY.md),
+not in a public issue.
+
+## License
+
+[MIT](LICENSE). Logo and brand assets: `fincas-grid-brand/`.

fincas-0.4.1/README.md

@@ -0,0 +1,161 @@
+# Fincas
+
+[![CI](https://github.com/Logos-Flux/fincas/actions/workflows/ci.yml/badge.svg)](https://github.com/Logos-Flux/fincas/actions/workflows/ci.yml)
+[![PyPI](https://img.shields.io/pypi/v/fincas.svg)](https://pypi.org/project/fincas/)
+[![Python 3.12](https://img.shields.io/badge/python-3.12-blue.svg)](https://www.python.org/)
+[![Django 6.0](https://img.shields.io/badge/django-6.0-green.svg)](https://www.djangoproject.com/)
+[![License: MIT](https://img.shields.io/badge/license-MIT-yellow.svg)](LICENSE)
+
+Fincas is an open-source commerce and back-office platform built on Django:
+quotes and orders, invoicing and a double-entry ledger, inventory and
+purchasing, a CRM, and a REST API for a headless storefront. You install it as
+a Python package and run it as your own Django project, extended with plugins
+instead of forks.
+
+**Status:** actively maintained, beta. One company per instance. Python 3.12,
+PostgreSQL 17, Django 6.0.
+
+> **Import name:** the PyPI distribution is `fincas`, but the Python package is
+> `golden_erp` (the project's earlier name), and settings keep the `GOLDEN_*`
+> prefix. You write `pip install fincas`, then
+> `from golden_erp.settings.prod import *` and `include("golden_erp.urls")`.
+> Both names stay as they are so existing deployments and plugins keep working.
+
+## Install
+
+### From PyPI (to run Fincas)
+
+```bash
+python3.12 -m venv .venv && . .venv/bin/activate
+pip install "fincas[prod]"
+```
+
+Fincas is a library: your deployment is a small Django project with a
+`config/settings.py` that starts from `golden_erp.settings.prod` and a
+`config/urls.py` that mounts `golden_erp.urls`.
+[docs/getting-started.md](docs/getting-started.md) takes you from an empty
+directory to a first login; [docs/packaging.md](docs/packaging.md) covers the
+settings overlay and version pinning.
+
+WeasyPrint renders the PDFs and needs Cairo and Pango from your OS
+(`libpango-1.0-0 libpangocairo-1.0-0 libcairo2` on Debian and Ubuntu).
+
+### From source (to work on Fincas)
+
+```bash
+git clone https://github.com/Logos-Flux/fincas.git
+cd fincas
+python3.12 -m venv .venv && . .venv/bin/activate
+pip install -r requirements/dev.txt
+make migrate          # SQLite in the working directory
+make seed             # demo company, catalog, customers, chart of accounts
+make run              # http://localhost:8000/erp/
+```
+
+`make seed` creates the superuser `admin` with the password `admin`. That is
+for a local machine only; pass `--admin-password` to `manage.py seed_demo_data`
+anywhere else. The API docs are at `http://localhost:8000/api/docs/`.
+
+[CONTRIBUTING.md](CONTRIBUTING.md) has the full development setup, including
+Docker Compose and the storefront.
+
+## What's in it
+
+- **Sales:** quotes with revisions, sales orders with shipment groups and
+  drop-ship lines, sales invoices, payments through pluggable gateways
+  (Stripe and manual included), coupon codes, price lists with customer-tier
+  breaks, tax rates.
+- **Operations:** multi-warehouse stock, purchase orders and receiving, pick
+  tickets, carrier rates and labels (EasyPost), PDF quotes, orders, invoices
+  and purchase orders (WeasyPrint).
+- **Accounting:** chart of accounts, fiscal periods, journal entries posted
+  from documents by configurable rules, trial balance checks.
+- **CRM:** one party record per person or organization (merge, undo, GDPR-style
+  erasure), leads, pipelines and engagements with stage history, tasks,
+  communications, custom fields, imports from another CRM's export, and
+  adapters for Aircall, Gmail, ClickUp, Klaviyo and Google Ads.
+- **API and storefront:** a REST API with an OpenAPI 3 schema (Swagger UI and
+  Redoc included), a least-privilege storefront identity, a customer portal,
+  and a Qwik City storefront in `storefront/`.
+- **Extending it:** plugins add navigation, dashboard widgets, payment
+  gateways, carriers, CRM adapters, outbox consumers and URLs; HMAC-signed
+  outbound webhooks; a label layer to rename nouns in the staff UI; generated,
+  WCAG AA-checked back-office themes.
+- **Assistant:** an optional AI chat drawer for staff, routed through
+  `llmhub`: direct provider keys (Anthropic or any OpenAI-compatible endpoint)
+  or your own gateway.
+
+## One company per instance
+
+Each Fincas instance serves one company: one database, one `core.Company` row,
+one deployment. Another company gets its own instance. System check
+`core.E070` refuses a second Company
+([docs/deployment.md](docs/deployment.md#one-instance-per-company)).
+
+## Plugins
+
+Fincas is extended without editing core files. A plugin is a class listed in
+`GOLDEN_PLUGINS`:
+
+```python
+# hello_fincas/plugin.py
+from core.plugins import BasePlugin
+
+
+class HelloPlugin(BasePlugin):
+    name = "hello"
+    verbose_name = "Hello, Fincas"
+    version = "0.1.0"
+
+    def get_nav_items(self):
+        return [{
+            "type": "link",
+            "label": "Hello",
+            "section": "analytics",
+            "url_name": "erp-dashboard",
+            "icon": "fas fa-chart-line",
+        }]
+```
+
+```python
+# config/settings.py
+GOLDEN_PLUGINS = ["hello_fincas.plugin.HelloPlugin"]
+```
+
+[docs/plugins.md](docs/plugins.md) covers every hook, lifecycle signals, the
+outbox, plugin URLs and testing a plugin.
+
+## LLM features
+
+Every LLM call goes through `llmhub` and is configured on the staff-only
+`/erp/llm/` page or by environment: direct provider keys (`ANTHROPIC_API_KEY`,
+or `OPENAI_BASE_URL` and `OPENAI_API_KEY` for any OpenAI-compatible endpoint),
+or an OpenAI-compatible gateway (`LLMHUB_MODE=gateway`,
+`LLMHUB_GATEWAY_BASE_URL`). `python manage.py llmhub_check` makes one small
+test call per configured purpose (`--no-live` checks resolution only).
+
+Set `LLMHUB_ALLOWED_BASE_URLS` in production. It is empty by default, and while
+it is empty any staff user can point LLM traffic, including ERP data in
+prompts, at a host of their choosing from the settings page.
+
+## Documentation
+
+The full index is [docs/README.md](docs/README.md). Start with:
+
+- [Getting started](docs/getting-started.md): from `pip install` to a first login
+- [Architecture](docs/architecture.md): the apps, the plugin seam, the storefront contract
+- [Deployment](docs/deployment.md): Docker Compose, systemd and Fly.io, required secrets
+- [Upgrading](docs/upgrading.md): versioning, deprecations and the migration contract
+- [Plugins](docs/plugins.md) and [Webhooks](docs/webhooks.md)
+- [Changelog](CHANGELOG.md)
+
+## Contributing and security
+
+Bug reports, fixes and documentation are welcome: see
+[CONTRIBUTING.md](CONTRIBUTING.md) and the [code of conduct](CODE_OF_CONDUCT.md).
+Report security issues privately, as described in [SECURITY.md](SECURITY.md),
+not in a public issue.
+
+## License
+
+[MIT](LICENSE). Logo and brand assets: `fincas-grid-brand/`.

fincas-0.4.1/accounting/admin.py

@@ -0,0 +1,167 @@
+"""Django admin for the general ledger.
+
+The inline formset carries real validation rather than the usual field-level
+defaults, because the admin is a *writer* of journal entries and the two
+invariants that matter here span rows:
+
+  * an entry's debits must equal its credits
+  * every line's account must belong to the entry's company
+
+Neither can be a database constraint (both need sibling or two-hop context), so
+without this the admin is a hole straight through the guarantees the importer
+maintains — you can save a ledger the importer would have refused to write.
+"""
+
+from django import forms
+from django.contrib import admin
+from django.core.exceptions import ValidationError
+from django.db.models import Sum
+
+from .models import ZERO, Account, FiscalPeriod, JournalEntry, JournalLine
+
+
+@admin.register(Account)
+class AccountAdmin(admin.ModelAdmin):
+    list_display = [
+        "account_number", "full_name", "account_type",
+        "account_subtype", "is_active", "company",
+    ]
+    list_filter = ["account_type", "account_subtype", "is_active", "company"]
+    search_fields = ["account_number", "name", "full_name", "qbo_id"]
+    readonly_fields = ["id", "created_at", "updated_at"]
+    autocomplete_fields = ["parent"]
+    ordering = ["account_number", "full_name"]
+
+
+@admin.register(FiscalPeriod)
+class FiscalPeriodAdmin(admin.ModelAdmin):
+    list_display = ["name", "start_date", "end_date", "status", "company"]
+    list_filter = ["status", "company"]
+    search_fields = ["name"]
+    readonly_fields = ["id", "created_at", "updated_at"]
+
+
+class JournalLineInlineFormSet(forms.BaseInlineFormSet):
+    """Enforces the two cross-row invariants the database cannot."""
+
+    def clean(self):
+        super().clean()
+        if any(self.errors):
+            # Field-level errors already failed the save; a totals check on
+            # half-parsed rows would only add noise.
+            return
+
+        company_id = self.instance.company_id if self.instance else None
+        total_debit = ZERO
+        total_credit = ZERO
+        live_lines = 0
+
+        for form in self.forms:
+            # `cleaned_data` is absent on a form that never got validated, so
+            # read it defensively — an AttributeError here would surface as a
+            # 500 on save instead of a validation message.
+            cleaned = getattr(form, "cleaned_data", None)
+            if not isinstance(cleaned, dict) or cleaned.get("DELETE"):
+                continue
+            account = cleaned.get("account")
+            if account is None:
+                continue
+            live_lines += 1
+            total_debit += cleaned.get("debit_amount") or ZERO
+            total_credit += cleaned.get("credit_amount") or ZERO
+
+            if company_id and account.company_id != company_id:
+                raise ValidationError(
+                    f"Line account {account} belongs to a different company "
+                    f"than this journal entry."
+                )
+
+        if live_lines == 0:
+            raise ValidationError(
+                "A journal entry needs at least one line."
+            )
+        if total_debit != total_credit:
+            raise ValidationError(
+                f"Journal entry does not balance: debits {total_debit} != "
+                f"credits {total_credit}."
+            )
+
+
+class JournalLineInline(admin.TabularInline):
+    model = JournalLine
+    formset = JournalLineInlineFormSet
+    extra = 0
+    fields = [
+        "sort_order", "account", "description",
+        "debit_amount", "credit_amount", "entity_name",
+    ]
+    ordering = ["sort_order"]
+
+    def formfield_for_foreignkey(self, db_field, request, **kwargs):
+        """Offer only the relevant company's accounts.
+
+        An unscoped dropdown lists every tenant's chart, which makes a
+        cross-company line a two-click mistake rather than something you have
+        to work at. On the change view the company comes from the entry; on the
+        add view there is no entry yet, so it comes from whatever company the
+        form is being submitted with.
+
+        This is a usability guard, not the boundary — a hand-crafted POST can
+        still name any account id. ``JournalLineInlineFormSet.clean()`` is what
+        actually rejects it, on both flows.
+        """
+        if db_field.name == "account":
+            company_id = None
+            entry = getattr(request, "_journalentry_being_edited", None)
+            if entry is not None and entry.company_id:
+                company_id = entry.company_id
+            else:
+                # Add flow: the chosen company is in the submitted data.
+                company_id = (
+                    request.POST.get("company") or request.GET.get("company") or None
+                )
+            if company_id:
+                kwargs["queryset"] = Account.objects.filter(company_id=company_id)
+            else:
+                kwargs["queryset"] = Account.objects.all()
+        return super().formfield_for_foreignkey(db_field, request, **kwargs)
+
+
+@admin.register(JournalEntry)
+class JournalEntryAdmin(admin.ModelAdmin):
+    list_display = [
+        "entry_number", "entry_date", "entry_source",
+        "source_reference", "status", "balanced", "company",
+    ]
+    list_filter = ["entry_source", "status", "company", "entry_date"]
+    search_fields = ["entry_number", "source_reference", "memo", "qbo_id"]
+    readonly_fields = ["id", "created_at", "updated_at", "import_hash"]
+    date_hierarchy = "entry_date"
+    inlines = [JournalLineInline]
+
+    def get_queryset(self, request):
+        # Annotate the totals once for the whole page. Aggregating per row in
+        # `balanced()` is an extra query per entry on every changelist load.
+        return (
+            super()
+            .get_queryset(request)
+            .annotate(
+                _total_debit=Sum("lines__debit_amount"),
+                _total_credit=Sum("lines__credit_amount"),
+            )
+        )
+
+    @admin.display(boolean=True, description="Balanced")
+    def balanced(self, obj):
+        debit = getattr(obj, "_total_debit", None)
+        credit = getattr(obj, "_total_credit", None)
+        if debit is None and credit is None:
+            # Not annotated (e.g. the change form) — fall back to a query.
+            debit, credit = obj.totals()
+        return (debit or ZERO) == (credit or ZERO)
+
+    def get_form(self, request, obj=None, **kwargs):
+        # Stashed so the inline can scope its account dropdown to this entry's
+        # company; the inline has no other route to the parent object.
+        request._journalentry_being_edited = obj
+        return super().get_form(request, obj, **kwargs)

fincas-0.4.1/accounting/api.py

@@ -0,0 +1,66 @@
+"""Accounting DRF API (Step 1b): fiscal periods + close/reopen actions."""
+
+from django.db.models import Count, F, Q
+from rest_framework import status as drf_status
+from rest_framework.decorators import action
+from rest_framework.response import Response
+
+from core.views import CompanyScopedViewSet
+
+from .models import FiscalPeriod, JournalEntry
+from .periods import PeriodCloseError, close_period, reopen_period
+from .serializers import FiscalPeriodSerializer
+
+
+class FiscalPeriodViewSet(CompanyScopedViewSet):
+    queryset = FiscalPeriod.objects.order_by("-start_date")
+    serializer_class = FiscalPeriodSerializer
+    filterset_fields = ["status", "company"]
+    search_fields = ["name"]
+    ordering_fields = ["start_date", "end_date"]
+
+    def get_queryset(self):
+        qs = super().get_queryset()
+        return qs.annotate(
+            draft_entry_count=Count(
+                "company__journal_entries",
+                filter=Q(
+                    company__journal_entries__status=JournalEntry.Status.DRAFT,
+                    company__journal_entries__entry_date__gte=F("start_date"),
+                    company__journal_entries__entry_date__lte=F("end_date"),
+                ),
+            )
+        )
+
+    def _refuse(self, exc: PeriodCloseError):
+        return Response(
+            {"detail": str(exc)}, status=drf_status.HTTP_409_CONFLICT
+        )
+
+    @action(detail=True, methods=["post"], url_path="close")
+    def close(self, request, pk=None):
+        if not request.user.is_staff:
+            return Response(
+                {"detail": "Staff only."},
+                status=drf_status.HTTP_403_FORBIDDEN,
+            )
+        period = self.get_object()
+        try:
+            close_period(period)
+        except PeriodCloseError as exc:
+            return self._refuse(exc)
+        return Response(self.get_serializer(period).data)
+
+    @action(detail=True, methods=["post"], url_path="reopen")
+    def reopen(self, request, pk=None):
+        if not request.user.is_staff:
+            return Response(
+                {"detail": "Staff only."},
+                status=drf_status.HTTP_403_FORBIDDEN,
+            )
+        period = self.get_object()
+        try:
+            reopen_period(period)
+        except PeriodCloseError as exc:
+            return self._refuse(exc)
+        return Response(self.get_serializer(period).data)

fincas-0.4.1/accounting/apps.py

@@ -0,0 +1,7 @@
+from django.apps import AppConfig
+
+
+class AccountingConfig(AppConfig):
+    default_auto_field = "django.db.models.BigAutoField"
+    name = "accounting"
+    verbose_name = "Accounting (General Ledger)"