add ledger and journalentry

inventory/apps.py

@@ -5,8 +5,7 @@ class InventoryConfig(AppConfig):
     name = 'inventory'
 
     def ready(self):
-        import inventory.signals        
+        import inventory.signals
-        # from decimal import Decimal
+        from decimal import Decimal
-        # from inventory.models import VatRate
+        from inventory.models import VatRate
-        # VatRate.objects.get_or_create(rate=Decimal('0.15'), is_active=True)
+        VatRate.objects.get_or_create(rate=Decimal('0.15'), is_active=True)
-        

inventory/forms.py

@@ -21,7 +21,9 @@ from django_ledger.forms.estimate import (
     EstimateModelCreateForm as EstimateModelCreateFormBase,
 )
 
+# from django_ledger.forms.ledger import LedgerModelCreateForm as LedgerModelCreateFormBase
 from django_ledger.forms.bill import BillModelCreateForm as BillModelCreateFormBase
+from django_ledger.forms.journal_entry import JournalEntryModelCreateForm as JournalEntryModelCreateFormBase
 
 from .models import (
     Dealer,
@@ -953,3 +955,10 @@ class DealersMakeForm(forms.Form):
 
             for car_make in self.cleaned_data["car_makes"]:
                 DealersMake.objects.create(dealer=self.dealer, car_make=car_make)
+
+
+class JournalEntryModelCreateForm(JournalEntryModelCreateFormBase):
+    pass
+
+# class LedgerModelCreateForm(LedgerModelCreateFormBase):
+#     pass

inventory/signals.py

@@ -82,11 +82,6 @@ def create_car_location(sender, instance, created, **kwargs):
     except Exception as e:
         print(f"Failed to create CarLocation for car {instance.vin}: {e}")
 
-@receiver(post_save, sender=models.Dealer)
-def create_dealer_settings(sender, instance, created, **kwargs):
-    if created:
-        models.DealerSettings.objects.create(dealer=instance)
-
 # Create Entity
 @receiver(post_save, sender=models.Dealer)
 def create_ledger_entity(sender, instance, created, **kwargs):
@@ -624,8 +619,7 @@ def create_ledger_entity(sender, instance, created, **kwargs):
             entity.create_account(coa_model=coa, code="6302", role=roles.EXPENSE_OTHER, name=_("Taxes"), balance_type="debit", active=True)
             entity.create_account(coa_model=coa, code="6303", role=roles.EXPENSE_OTHER, name=_("Foreign Currency Translation"), balance_type="debit", active=True)
             entity.create_account(coa_model=coa, code="6304", role=roles.EXPENSE_OTHER, name=_("Interest Expenses"), balance_type="debit", active=True)
-
+        
-
 @receiver(post_save, sender=models.Dealer)
 def create_dealer_groups(sender, instance, created, **kwargs):
 
@@ -872,6 +866,24 @@ def update_car_status_on_reservation_update(sender, instance, **kwargs):
             car.status = models.CarStatusChoices.AVAILABLE
     car.save()
 
+@receiver(post_save, sender=models.Dealer)
+def create_dealer_settings(sender, instance, created, **kwargs):
+    if created:
+        models.DealerSettings.objects.create(
+            dealer=instance,
+            invoice_cash_account=instance.entity.get_all_accounts().filter(role=roles.ASSET_CA_CASH).first(),
+            invoice_prepaid_account=instance.entity.get_all_accounts().filter(role=roles.ASSET_CA_RECEIVABLES).first(),
+            invoice_unearned_account=instance.entity.get_all_accounts().filter(role=roles.LIABILITY_CL_DEFERRED_REVENUE).first(),
+            bill_cash_account=instance.entity.get_all_accounts().filter(role=roles.ASSET_CA_CASH).first(),
+            bill_prepaid_account=instance.entity.get_all_accounts().filter(role=roles.ASSET_CA_PREPAID).first(),
+            bill_unearned_account=instance.entity.get_all_accounts().filter(role=roles.LIABILITY_CL_ACC_PAYABLE).first()
+            )
+        
+@receiver(post_save, sender=models.Dealer)
+def check_if_vat_exists(sender, instance, created, **kwargs):
+    if created:
+        models.VatRate.objects.get_create(is_active=True)
+
 # @receiver(post_save, sender=EstimateModel)
 # def update_estimate_status(sender, instance,created, **kwargs):
 

inventory/templatetags/tenhal_tag.py

@@ -13,6 +13,7 @@ from django import template
 from django.db.models import Sum
 from django.urls import reverse
 from django.utils.formats import number_format
+from decimal import Decimal
 
 # from django_ledger import __version__
 # from django_ledger.forms.app_filters import EntityFilterForm, ActivityFilterForm
@@ -27,7 +28,9 @@ from django_ledger.io.io_core import validate_activity, get_localdate
 
 register = template.Library()
 
-
+@register.filter()
+def to_int(value):
+    return Decimal(value).quantize(Decimal("0.01"))
 # @register.simple_tag(name='current_version')
 # def current_version():
 #     return __version__

inventory/urls.py

@@ -407,6 +407,33 @@ urlpatterns = [
         name="representative_delete",
     ),
     # Ledger URLS
+    # Ledger
+    path(
+        "ledgers/", views.LedgerModelListView.as_view(), name="ledger_list"
+    ),    
+    path(
+        "ledgers/<slug:entity_slug>/detail/<uuid:invoice_pk>/", views.LedgerModelDetailView.as_view(), name="ledger_detail"
+    ),    
+    # path(
+    #     "ledgers/create/", views.LedgerModelCreateView.as_view(), name="ledger_create"
+    # ),
+    path(
+        "journalentries/<uuid:pk>/list/", views.JournalEntryListView.as_view(), name="journalentry_list"
+    ),    
+    path(
+        "journalentries/<uuid:pk>/create/", views.JournalEntryCreateView.as_view(), name="journalentry_create"
+    ),    
+    path(
+        "journalentries/<uuid:pk>/delete/", views.JournalEntryDeleteView, name="journalentry_delete"
+    ),
+    path(
+        "journalentries/<uuid:pk>/transactions/",
+        views.JournalEntryTransactionsView,
+        name="journalentry_transactions",
+    ),
+    path('journalentries/<slug:entity_slug>/<uuid:ledger_pk>/detail/<uuid:je_pk>/txs/',
+         views.JournalEntryModelTXSDetailView.as_view(),
+         name='journalentry_txs'),
     # Bank Account
     path(
         "bank_accounts/", views.BankAccountListView.as_view(), name="bank_account_list"
@@ -597,6 +624,7 @@ urlpatterns = [
         name="bill_mark_as_paid",
     ),
     
+    
     # orders
     path("orders/", views.OrderListView.as_view(), name="order_list_view"),
     

inventory/views.py

@@ -48,12 +48,15 @@ from django.views.generic import (
     UpdateView,
     DeleteView,
     TemplateView,
+    ArchiveIndexView,
 )
 #####################################################################
 
 # Django Ledger
 from django_ledger.io import roles
 from django_ledger.utils import accruable_net_summary
+from django_ledger.views.invoice import InvoiceModelDetailView as InvoiceModelDetailViewBase
+from django_ledger.views import LedgerModelListView as LedgerModelListViewBase,JournalEntryModelTXSDetailView as JournalEntryModelTXSDetailViewBase
 from django_ledger.forms.account import AccountModelCreateForm, AccountModelUpdateForm
 from django_ledger.views.entity import EntityModelDetailBaseView,EntityModelDetailHandlerView
 from django_ledger.forms.item import (
@@ -85,6 +88,7 @@ from django_ledger.models import (
     CustomerModel,
     ItemModel,
     BillModel,
+    LedgerModel,
     VendorModel,
 )
 from django_ledger.views.financial_statement import (
@@ -214,7 +218,7 @@ def dealer_signup(request, *args, **kwargs):
                 user.groups.add(group)
                 for perm in Permission.objects.filter(content_type__app_label__in=["inventory","django_ledger"]):
                     group.permissions.add(perm)
-                
+
                 StaffMember.objects.create(user=user)
                 models.Dealer.objects.create(
                     user=user,
@@ -2569,6 +2573,8 @@ def invoice_create(request, pk):
             invoice.save()
             messages.success(request, "Invoice created successfully!")
             return redirect("invoice_detail", pk=invoice.pk)
+        else:
+            print(form.errors)
     form = forms.InvoiceModelCreateForm(
         entity_slug=entity.slug, user_model=entity.admin
     )
@@ -3993,7 +3999,7 @@ class CarListViewTable(LoginRequiredMixin, ExportMixin, SingleTableView):
 
 @login_required
 def DealerSettingsView(request,pk):
-    dealer_setting = get_object_or_404(models.DealerSettings, pk=pk)
+    dealer_setting = get_object_or_404(models.DealerSettings, dealer__pk=pk)
     dealer = get_user_type(request)
     if request.method == 'POST':
         form = forms.DealerSettingsForm(request.POST, instance=dealer_setting)
@@ -4038,4 +4044,122 @@ def assign_car_makes(request):
         existing_car_makes = models.DealersMake.objects.filter(dealer=dealer).values_list("car_make", flat=True)
         form = forms.DealersMakeForm(initial={"car_makes": existing_car_makes}, dealer=dealer)
 
-    return render(request, "dealers/assign_car_makes.html", {"form": form})
+    return render(request, "dealers/assign_car_makes.html", {"form": form})
+
+
+class LedgerModelListView(LoginRequiredMixin, ListView,ArchiveIndexView):
+    model = LedgerModel
+    context_object_name = "ledgers"
+    template_name = "ledger/ledger/ledger_list.html"
+    date_field = 'created'
+    ordering = '-created'
+    show_all = False
+    show_current = False
+    show_visible = False
+
+    
+    def get_queryset(self):
+        qs = super().get_queryset()
+        dealer = get_user_type(self.request)
+        qs = qs.filter(entity=dealer.entity)
+        qs = qs.select_related('billmodel', 'invoicemodel')
+        qs = qs.order_by('-created')
+        if self.show_all:
+            return qs
+        if self.show_current:
+            qs = qs.current()
+        if self.show_visible:
+            qs = qs.visible()
+        return qs
+
+class LedgerModelDetailView(InvoiceModelDetailViewBase):
+    model = LedgerModel
+    context_object_name = "ledger"
+    template_name = "ledger/ledger/ledger_detail.html"
+
+# class LedgerModelCreateView(LoginRequiredMixin,SuccessMessageMixin, CreateView):
+#     model = LedgerModel
+#     template_name = "ledger/ledger/ledger_form.html"
+#     form_class = forms.LedgerModelCreateForm
+#     success_message = "Ledger created"
+    
+#     def get_form(self, form_class=None):
+#         dealer = get_user_type(self.request)
+#         form = forms.LedgerModelCreateForm(entity_slug=dealer.entity.slug,user_model=dealer.entity.admin,**self.get_form_kwargs())
+#         return form
+#     def get_success_url(self):
+#         return reverse('ledger_list')
+    
+#     def form_valid(self, form):
+#         instance = form.save(commit=False)
+#         dealer = get_user_type(self.request)
+#         instance.entity = dealer.entity
+#         instance.save()        
+#         return super().form_valid(form)
+
+class JournalEntryListView(LoginRequiredMixin, ListView):
+    model = JournalEntryModel
+    context_object_name = "journal_entries"
+    template_name = "ledger/journal_entry/journal_entry_list.html"
+    
+    def get_queryset(self):
+        qs = super().get_queryset()
+        ledger = LedgerModel.objects.filter(pk=self.kwargs['pk']).first()
+        qs = qs.filter(ledger=ledger)
+        return qs
+    
+    def get_context_data(self, **kwargs):
+        context = super().get_context_data(**kwargs)
+        context['ledger'] = LedgerModel.objects.filter(pk=self.kwargs['pk']).first()
+        return context
+    
+class JournalEntryCreateView(LoginRequiredMixin,SuccessMessageMixin, CreateView):
+    model = JournalEntryModel
+    template_name = "ledger/journal_entry/journal_entry_form.html"
+    form_class = forms.JournalEntryModelCreateForm
+    ledger_model = None
+    success_message = "Journal Entry created"
+    
+    def get_form(self, form_class=None):
+        dealer = get_user_type(self.request)
+        ledger = LedgerModel.objects.filter(pk=self.kwargs['pk']).first()
+        form = forms.JournalEntryModelCreateForm(
+            entity_model=dealer.entity,
+            ledger_model=ledger,
+            **self.get_form_kwargs()
+        )
+        form.fields.pop('entity_unit')
+        return form
+    def get_context_data(self, **kwargs):
+        context = super().get_context_data(**kwargs)
+        context["ledger"] = LedgerModel.objects.filter(pk=self.kwargs['pk']).first()
+        return context
+    
+    def get_success_url(self):
+        ledger = LedgerModel.objects.filter(pk=self.kwargs['pk']).first()
+        return reverse("journalentry_list", kwargs={"pk": ledger.pk})
+        
+
+def JournalEntryDeleteView(request,pk):
+    journal_entry = get_object_or_404(JournalEntryModel, pk=pk)
+    ledger = journal_entry.ledger
+    journal_entry.delete()
+    messages.success(request, 'Journal Entry deleted')
+    return redirect("journalentry_list", pk=ledger.pk)
+
+def JournalEntryTransactionsView(request, pk):
+    journal = JournalEntryModel.objects.filter(pk=pk).first()
+    transactions = (
+        TransactionModel.objects.filter(journal_entry=journal)
+        .order_by("account__code")
+        .all()
+    )
+    return render(
+        request,
+        "ledger/journal_entry/journal_entry_transactions.html",
+        {"journal_entry": journal, "transactions": transactions},
+    )
+
+
+class JournalEntryModelTXSDetailView(JournalEntryModelTXSDetailViewBase):
+    template_name = 'ledger/journal_entry/journal_entry_txs.html'

templates/header.html

@@ -249,6 +249,14 @@
                   </li>
                   {% endif %}
                   {% if perms.django_ledger.view_itemmodel %}
+                  <li class="nav-item">
+                    <a class="nav-link" href="{% url 'ledger_list' %}">
+                      <div class="d-flex align-items-center">
+                        <span class="nav-link-icon"><span class="fas fa-book"></span></span><span class="nav-link-text">{% trans "Ledgers"|capfirst %}</span>
+                      </div>
+                    </a>
+                  </li>
+                  {% endif %}
                   <li class="nav-item">
                     <a class="nav-link" href="{% url 'item_service_list' %}">
                       <div class="d-flex align-items-center">
@@ -256,7 +264,6 @@
                       </div>
                     </a>
                   </li>
-                  {% endif %}
                   {% if perms.django_ledger.view_itemmodel %}
                   <li class="nav-item">
                     <a class="nav-link" href="{% url 'item_expense_list' %}">
@@ -452,7 +459,6 @@
           <div class="card position-relative border-0">
             <div class="card-body p-0">
               <div class="text-center pt-4 pb-3">
-
                 <div class="avatar avatar-xl">
                     {% if user.dealer.logo %}
                   <img class="rounded-circle" src="{{ user.dealer.logo.url }}" alt="" />

templates/ledger/bills/bill_list.html

@@ -11,7 +11,7 @@
 {% endblock %}
 {% block content %}
   <div class="d-flex flex-column min-vh-100">
-    <div class="d-flex flex-column flex-sm-grow-1 ms-sm-14 p-4">
+    <div class="d-flex flex-column flex-sm-grow-1 p-4">
       <main class="d-grid gap-4 p-1">
         <!-- Search Bar -->
         <div class="row g-4">

templates/ledger/journal_entry/includes/card_invoice.html

@@ -0,0 +1,149 @@
+{% load django_ledger %}
+{% load i18n %}
+
+{% if not create_invoice %}
+    {% if style == 'dashboard' %}
+        <div class="card">
+            <div class="card-body">
+                <p class="text-muted text-end">
+                    <span class="me-2">{% icon "bi:cash-stack" 16 %}</span>
+                    {% trans 'Invoice' %}
+                </p>
+                <h3 class="card-title">{{ invoice.customer.customer_name }}</h3>
+                <p class="text-muted">{{ invoice.customer.address_1 }}</p>
+                {% if not invoice.is_past_due %}
+                    <p class="h5 text-info">{% trans 'Due in' %}: {{ invoice.date_due | timeuntil }}</p>
+                {% else %}
+                    <p class="text-danger fw-bold h5">Past Due: {{ invoice.date_due | timesince }} ago</p>
+                {% endif %}
+                {% if invoice.accrue %}
+                    <p>Accrue: <span class="text-success">{% icon 'ant-design:check-circle-filled' 24 %}</span></p>
+                {% else %}
+                    <p>Accrue: <span class="text-danger">{% icon 'maki:roadblock-11' 24 %}</span></p>
+                {% endif %}
+                <p class="h5 text-success">Owed to You: {% currency_symbol %}{{ invoice.get_amount_open | currency_format }}</p>
+                <p>Amount Paid: {% currency_symbol %}{{ invoice.amount_paid | currency_format }}</p>
+                <p>Progressed: {{ invoice.get_progress | percentage }}</p>
+                <div class="progress my-3">
+                    <div class="progress-bar bg-success" role="progressbar" style="width: {{ invoice.get_progress_percent }}%" aria-valuenow="{{ invoice.get_progress_percent }}" aria-valuemin="0" aria-valuemax="100">{{ invoice.get_progress | percentage }}</div>
+                </div>
+                {% modal_action invoice 'get' entity_slug %}
+            </div>
+            <div class="card-footer d-flex justify-content-between">
+                <a href="#" class="btn btn-link text-primary">{% trans 'View' %}</a>
+                <a href="#" class="btn btn-link text-warning">{% trans 'Update' %}</a>
+                {% if not invoice.is_paid %}
+                    <a onclick="djLedger.toggleModal('{{ invoice.get_html_id }}')" class="btn btn-link text-info">{% trans 'Mark as Paid' %}</a>
+                {% endif %}
+            </div>
+        </div>
+    {% elif style == 'invoice-detail' %}
+        <div class="card">
+            <div class="card-header">
+                <h2 class="card-title h3">
+                    <span class="me-2">{% icon 'uil:bill' 36 %}</span>
+                    {% trans 'Invoice Info' %}
+                </h2>
+            </div>
+            <div class="card-body text-center">
+                {% if invoice.is_draft %}
+                    <h3 class="h3 text-warning fw-bold">{% trans 'This invoice is' %} {{ invoice.get_invoice_status_display }}</h3>
+                    <p class="h3">{% trans 'Amount Due' %}: <span class="fw-bold">{% currency_symbol %}{{ invoice.amount_due | currency_format }}</span></p>
+                    <p class="h3">{% trans 'Due Date' %}: <span class="fw-bold">{{ invoice.date_due | timeuntil }}</span></p>
+                    <p class="h3">{% trans 'Is Accrued' %}:
+                        {% if invoice.accrue %}
+                            <span class="text-success">{% icon 'ant-design:check-circle-filled' 24 %}</span>
+                        {% else %}
+                            <span class="text-danger">{% icon 'maki:roadblock-11' 24 %}</span>
+                        {% endif %}
+                    </p>
+                {% elif invoice.is_review %}
+                    <h3 class="h3 text-warning fw-bold">{% trans 'This invoice is' %} {{ invoice.get_invoice_status_display }}</h3>
+                    <p class="h3">{% trans 'Amount Due' %}: <span class="fw-bold">{% currency_symbol %}{{ invoice.amount_due | currency_format }}</span></p>
+                    <p class="h3">{% trans 'Due Date' %}: <span class="fw-bold">{{ invoice.date_due | timeuntil }}</span></p>
+                    <p class="h3">{% trans 'Is Accrued' %}:
+                        {% if invoice.accrue %}
+                            <span class="text-success">{% icon 'ant-design:check-circle-filled' 24 %}</span>
+                        {% else %}
+                            <span class="text-danger">{% icon 'maki:roadblock-11' 24 %}</span>
+                        {% endif %}
+                    </p>
+                    {% if invoice.xref %}
+                        <p class="h5 fst-italic">{% trans 'External Ref' %}: {{ invoice.xref }}</p>
+                    {% endif %}
+                {% elif invoice.is_approved %}
+                    <h3 class="h3 text-info fw-bold">{% trans 'This invoice is' %} {{ invoice.get_invoice_status_display }}</h3>
+                    <p class="h3">{% trans 'Amount Due' %}: <span class="fw-bold">{% currency_symbol %}{{ invoice.amount_due | currency_format }}</span></p>
+                    <p class="h3">{% trans 'Due Date' %}: <span class="fw-bold">{{ invoice.date_due | timeuntil }}</span></p>
+                    <p class="h3">{% trans 'Is Accrued' %}:
+                        {% if invoice.accrue %}
+                            <span class="text-success">{% icon 'ant-design:check-circle-filled' 24 %}</span>
+                        {% else %}
+                            <span class="text-danger">{% icon 'maki:roadblock-11' 24 %}</span>
+                        {% endif %}
+                    </p>
+                    <p class="h3 fw-bold">{% trans 'Amount Paid' %}: {% currency_symbol %}{{ invoice.amount_paid | currency_format }}</p>
+                    <p class="h5">{% trans 'Progressed' %}: {{ invoice.get_progress | percentage }}</p>
+                    <div class="progress my-3">
+                        <div class="progress-bar bg-success" role="progressbar" style="width: {{ invoice.get_progress_percent }}%" aria-valuenow="{{ invoice.get_progress_percent }}" aria-valuemin="0" aria-valuemax="100">{{ invoice.get_progress | percentage }}</div>
+                    </div>
+                {% elif invoice.is_paid %}
+                    <h3 class="h3 text-success fw-bold">{% trans 'This invoice is' %} {{ invoice.get_invoice_status_display }}</h3>
+                    <p class="h3">{% trans 'Amount Paid' %}: <span class="fw-bold">{% currency_symbol %}{{ invoice.amount_paid | currency_format }}</span></p>
+                    <p class="h3">{% trans 'Paid Date' %}: <span class="fw-bold">{{ invoice.date_paid | date }}</span></p>
+                {% else %}
+                    <p class="h3">Invoice Amount: <span class="fw-bold">{% currency_symbol %}{{ invoice.amount_due | currency_format }}</span></p>
+                    <p class="h3 text-danger">{{ invoice.get_invoice_status_display | upper }}</p>
+                {% endif %}
+            </div>
+            <div class="card-footer d-flex justify-content-between">
+                
+
+                {# MARK DRAFT #}
+                {% if invoice.can_draft %}
+                    <a onclick="djLedger.toggleModal('{{ invoice.get_mark_as_draft_html_id }}')" class="btn btn-link text-info">{% trans 'Mark as Draft' %}</a>
+                    {% modal_action_v2 invoice invoice.get_mark_as_draft_url invoice.get_mark_as_draft_message invoice.get_mark_as_draft_html_id %}
+                {% endif %}
+
+                {# MARK REVIEW #}
+                {% if invoice.can_review %}
+                    <a onclick="djLedger.toggleModal('{{ invoice.get_mark_as_review_html_id }}')" class="btn btn-link text-info">{% trans 'Mark as Review' %}</a>
+                    {% modal_action_v2 invoice invoice.get_mark_as_review_url invoice.get_mark_as_review_message invoice.get_mark_as_review_html_id %}
+                {% endif %}
+
+                {# MARK APPROVED #}
+                {% if invoice.can_approve %}
+                    <a onclick="djLedger.toggleModal('{{ invoice.get_mark_as_approved_html_id }}')" class="btn btn-link text-success">{% trans 'Approve' %}</a>
+                    {% modal_action_v2 invoice invoice.get_mark_as_approved_url invoice.get_mark_as_approved_message invoice.get_mark_as_approved_html_id %}
+                {% endif %}
+
+                {# MARK PAID #}
+                {% if invoice.can_pay %}
+                    <a onclick="djLedger.toggleModal('{{ invoice.get_mark_as_paid_html_id }}')" class="btn btn-link text-success">{% trans 'Mark as Paid' %}</a>
+                    {% modal_action_v2 invoice invoice.get_mark_as_paid_url invoice.get_mark_as_paid_message invoice.get_mark_as_paid_html_id %}
+                {% endif %}
+
+                {# MARK VOID #}
+                {% if invoice.can_void %}
+                    <a onclick="djLedger.toggleModal('{{ invoice.get_mark_as_void_html_id }}')" class="btn btn-link text-danger">{% trans 'Void' %}</a>
+                    {% modal_action_v2 invoice invoice.get_mark_as_void_url invoice.get_mark_as_void_message invoice.get_mark_as_void_html_id %}
+                {% endif %}
+
+                {# MARK CANCELED #}
+                {% if invoice.can_cancel %}
+                    <a onclick="djLedger.toggleModal('{{ invoice.get_mark_as_canceled_html_id }}')" class="btn btn-link text-danger fw-bold">{% trans 'Cancel' %}</a>
+                    {% modal_action_v2 invoice invoice.get_mark_as_canceled_url invoice.get_mark_as_canceled_message invoice.get_mark_as_canceled_html_id %}
+                {% endif %}
+            </div>
+        </div>
+    {% endif %}
+{% else %}
+    <div class="card text-center">
+        <div class="card-body">
+            <a href="#">
+                <span class="text-muted">{% icon "ic:baseline-add-circle-outline" 48 %}</span>
+            </a>
+            <h2 class="h3 text-muted">{% trans 'New Invoice' %}</h2>
+        </div>
+    </div>
+{% endif %}

templates/ledger/journal_entry/includes/card_journal_entry.html

@@ -0,0 +1,58 @@
+{% load django_ledger %}
+{% load i18n %}
+
+<div class="card">
+    <div class="card-header">
+        <h2 class="card-header-title display-4">{% trans 'Journal Entry Detail' %}</h2>
+    </div>
+    <div class="card-body">
+        <h2 class="display-4 text-success">{{ journal_entry.je_number }}</h2>
+
+        {% if journal_entry.entity_unit %}
+            <h2 class="display-4 font-weight-light">{{ journal_entry.entity_unit.name }}</h2>
+        {% endif %}
+
+        <h2 class="display-4">{% trans 'Date' %}: {{ journal_entry.timestamp | date }}</h2>
+
+        <h3 class="h4">{% trans 'Posted' %}:
+            {% if journal_entry.is_posted %}
+                <span class="text-success">{% icon 'ant-design:check-circle-filled' 24 %}</span>
+            {% else %}
+                <span class="text-danger">{% icon 'maki:roadblock-11' 24 %}</span>
+            {% endif %}
+        </h3>
+        <h3 class="h4">{% trans 'Locked' %}:
+            {% if journal_entry.is_locked %}
+                <span class="text-success">{% icon 'ant-design:check-circle-filled' 24 %}</span>
+            {% else %}
+                <span class="text-danger">{% icon 'maki:roadblock-11' 24 %}</span>
+            {% endif %}
+        </h3>
+        {% if journal_entry.activity %}
+            <h3 class="h3">{% trans 'Activity' %}: {{ journal_entry.get_activity_display }}</h3>
+        {% endif %}
+        {% if journal_entry.description %}
+            <h4 class="h4 font-weight-light">{{ journal_entry.description }}</h4>
+        {% endif %}
+    </div>
+    <div class="card-footer">
+        <div class="d-flex justify-content-between">
+            {% if journal_entry.can_lock %}
+                <a href="{{ journal_entry.get_lock_url }}?next={% url 'journalentry_txs' journal_entry.entity_slug journal_entry.ledger_id journal_entry.pk %}"
+                   class="btn btn-success font-weight-bold">{% trans 'Lock' %}</a>
+            {% endif %}
+            {% if journal_entry.can_unlock %}
+                <a href="{{ journal_entry.get_unlock_url }}?next={% url 'journalentry_txs' journal_entry.entity_slug journal_entry.ledger_id journal_entry.pk %}"
+                   class="btn btn-warning font-weight-bold">{% trans 'UnLock' %}</a>
+            {% endif %}
+            {% if journal_entry.can_post %}
+                <a href="{{ journal_entry.get_post_url }}?next={% url 'journalentry_txs' journal_entry.entity_slug journal_entry.ledger_id journal_entry.pk %}"
+                   class="btn btn-success font-weight-bold">{% trans 'Post' %}</a>
+            {% endif %}
+            {% if journal_entry.can_unpost %}
+                <a href="{{ journal_entry.get_unpost_url }}?next={% url 'journalentry_txs' journal_entry.entity_slug journal_entry.ledger_id journal_entry.pk %}"
+                   class="btn btn-danger font-weight-bold">{% trans 'UnPost' %}</a>
+            {% endif %}
+        </div>
+    </div>
+</div>

templates/ledger/journal_entry/journal_entry_form.html

@@ -0,0 +1,21 @@
+{% extends "base.html" %}
+{% load crispy_forms_filters %}
+{% load i18n static %}
+
+{% block title %}{{ _("Create Journal Entry") }}{% endblock title %}
+
+{% block content %}
+<div class="row mt-4">
+    <h3 class="text-center">{% trans "Create Journal Entry" %}</h3>
+    <form id="mainForm" method="post" class="needs-validation">
+        {% csrf_token %}
+        <div class="row g-3">
+            {{ form|crispy }}                        
+        </div>        
+        <div class="mt-5 text-center">
+            <button type="submit" class="btn btn-success me-2"><i class="fa-solid fa-floppy-disk"></i>{% trans "Save" %}</button>
+            <a href="{% url 'journalentry_list' ledger.pk %}" class="btn btn-secondary"><i class="fa-solid fa-ban"></i> {% trans "Cancel" %}</a>
+        </div>
+    </form>
+</div>
+{% endblock content %}

templates/ledger/journal_entry/journal_entry_list.html

@@ -0,0 +1,119 @@
+{% extends "base.html" %}
+{% load i18n static %}
+
+{% block title %}{{ _("Journal Entries") }}{% endblock title %}
+
+{% block content %}
+<div class="modal fade" id="confirmModal" tabindex="-1" aria-labelledby="confirmModalLabel" aria-hidden="true">
+    <div class="modal-dialog modal-sm">
+      <div class="modal-content ">
+          <div class="modal-header justify-content-between align-items-start gap-5 px-4 pt-4 pb-3 border-0">
+            <h5 class="mmb-0 me-2 text-warning-dark" id="confirmModalLabel">
+                <i class="fas fa-exclamation-circle text-warning-dark ms-2"></i>
+                {% trans 'Confirm' %}</h5>
+              <button class="btn p-0 text-body-quaternary fs-6" data-bs-dismiss="modal" aria-label="Close">
+                  <span class="fas fa-times"></span>
+              </button>
+          </div>
+        <div class="modal-body">
+            {% trans 'Are you sure ?' %}
+              <div class="modal-footer flex justify-content-center border-top-0">
+                <form id="confirmForm" method="POST" action="" class="form">
+                  {% csrf_token %}
+                    <div class="container-fluid m-0 p-0">
+                        <button type="button" class="btn btn-danger btn-sm" data-bs-dismiss="modal"><i class="fa-solid fa-ban"></i> {% trans 'No' %}</button>
+                        <button type="submit" class="btn btn-success btn-sm"><i class="fa-solid fa-circle-check"></i> {% trans "Yes" %}</button>
+                    </div>
+            </form>
+            </div>
+        </div>
+        </div>
+      </div>
+    </div>
+
+<div class="row mt-4">
+  <div class="d-flex justify-content-between mb-2">
+
+      <h3 class="">{% trans "Journal Entries" %}</h3>
+      <a href="{% url 'journalentry_create' ledger.pk %}" class="btn btn-sm btn-phoenix-primary ">{% trans "Add Journal Entry" %}</a>
+  </div>
+
+    <div class="table-responsive px-1 scrollbar">
+        <table class="table fs-9 mb-0 border-top border-translucent">
+            <thead>
+                <tr>
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Document Number" %}</th>                   
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Timestamp" %}</th>
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Activity" %}</th>
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Description" %}</th>                    
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Posted" %}</th>
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Locked" %}</th>
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Transaction Count" %}</th>
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Action" %}</th>
+                </tr>
+            </thead>
+            <tbody class="list">
+                {% for je in journal_entries %}
+                <tr class="hover-actions-trigger btn-reveal-trigger position-static">
+                    <td class="align-middle product white-space-nowrap">{{ je.je_number }}</td>
+                    <td class="align-middle product white-space-nowrap">{{ je.timestamp }}</td>
+                    <td class="align-middle product white-space-nowrap">
+                        {% if je.get_activity_display %}
+                            {{ je.get_activity_display }}
+                        {% endif %}
+                    </td>
+                    <td class="align-middle product white-space-nowrap">{{ je.description }}</td>                    
+                    <td class="align-middle product white-space-nowrap">
+                        {% if je.is_posted %}
+                            <i class="fa-solid fa-square-check text-success"></i>
+                        {% else %}
+                            <i class="fa-solid fa-circle-xmark text-danger"></i>
+                        {% endif %}
+                    </td>
+                    <td class="align-middle product white-space-nowrap">
+                        {% if je.is_locked %}
+                            <i class="fa-solid fa-lock text-success"></i>
+                        {% else %}
+                            <i class="fa-solid fa-unlock text-danger"></i>
+                        {% endif %}
+                    </td>
+                    <td class="align-middle product white-space-nowrap">
+                        {{ je.txs_count }}
+                    </td>
+                    <td class="align-middle white-space-nowrap text-start">                        
+                            <div class="btn-reveal-trigger position-static">
+                                <button
+                                    class="btn btn-sm dropdown-toggle dropdown-caret-none transition-none btn-reveal fs-10"
+                                    type="button"
+                                    data-bs-toggle="dropdown"
+                                    data-boundary="window"
+                                    aria-haspopup="true"
+                                    aria-expanded="false"
+                                    data-bs-reference="parent">
+                                    <span class="fas fa-ellipsis-h fs-10"></span>
+                                </button>
+                                <div class="dropdown-menu dropdown-menu-end py-2">
+                                    <a class="dropdown-item" href="#">{% trans "View" %}</a>
+                                    <a class="dropdown-item" href="#">{% trans "Edit" %}</a>
+                                    
+                                    <div class="dropdown-divider"></div>
+                                    <a class="dropdown-item" href="{% url 'journalentry_delete' je.pk %}">{% trans "Delete" %}</a>
+                                    <a class="dropdown-item" href="{% url 'journalentry_transactions' je.pk %}">{% trans "View" %}</a>
+                                    <a class="dropdown-item" href="{% url 'journalentry_txs' je.entity_slug je.ledger_id je.pk %}">{% trans "Transactions" %}</a>
+                                </div>
+                            </div>                        
+                    </td>
+                </tr>
+                {% empty %}
+                <tr>
+                    <td colspan="6" class="text-center">{% trans "No Bank Accounts Found" %}</td>
+                </tr>
+                {% endfor %}
+            </tbody>
+        </table>
+    </div>
+    <div class="d-flex justify-content-center">        
+    </div>
+
+</div>
+{% endblock %}

templates/ledger/journal_entry/journal_entry_transactions.html

@@ -0,0 +1,49 @@
+{% extends "base.html" %}
+{% load i18n static %}
+
+{% block title %}{{ _("Transactions") }}{% endblock title %}
+
+{% block content %}
+<div class="row mt-4">
+    <div class="col-12">
+        {% include 'ledger/journal_entry/includes/card_journal_entry.html' with journal_entry=journal_entry %}
+    </div>        
+            <h3 class="mb-3 mt-5"><i class="fa-solid fa-right-left"></i> {% trans "Transactions" %}</h3>
+        
+    <div class="table-responsive px-1 scrollbar">
+        <table class="table fs-9 mb-0 border-top border-translucent">
+            <thead>
+                <tr>
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "#" %}</th>
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Timestamp" %}</th>
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Account Name" %}</th>
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Account Code" %}</th>
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Debit" %}</th>                    
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Credit" %}</th>                    
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Description" %}</th>                    
+            </thead>
+            <tbody class="list">
+                {% for transaction in transactions %}
+                <tr class="hover-actions-trigger btn-reveal-trigger position-static">                                 
+                    
+                  <td>{{ forloop.counter }}</td>
+                  <td class="align-middle product white-space-nowrap py-0">{{ transaction.created|date}}</td>                                        
+                  <td class="align-middle product white-space-nowrap">{{ transaction.account.name }}</td>                               
+                  <td class="align-middle product white-space-nowrap">{{ transaction.account.code }}</td>                                        
+                  <td class="align-middle product white-space-nowrap text-success">{% if transaction.tx_type == "debit" %}<i class="fa-solid fa-circle-up"></i> {{ transaction.amount }}{{ CURRENCY }}{% endif %}</td>
+                  <td class="align-middle product white-space-nowrap text-danger">{% if transaction.tx_type == "credit" %}<i class="fa-solid fa-circle-down"></i> {{ transaction.amount }}{{ CURRENCY }}{% endif %}</td>
+                  <td class="align-middle product white-space-nowrap">{{ transaction.description }}</td>                                        
+              </tr>
+              {% empty %}
+              <tr>
+                  <td colspan="6" class="text-center">{% trans "No Transactions Found" %}</td>
+              </tr>
+              {% endfor %}                
+            </tbody>
+        </table>
+    </div>
+    <div class="d-flex justify-content-center">        
+    </div>
+
+</div>
+{% endblock %}

templates/ledger/journal_entry/journal_entry_txs.html

@@ -0,0 +1,99 @@
+{% extends 'base.html' %}
+{% load i18n %}
+{% load static %}
+{% load crispy_forms_tags %}
+
+{% block content %}
+    <div class="row justify-content-center">
+        <div class="col-12">
+            {% include 'ledger/journal_entry/includes/card_journal_entry.html' with journal_entry=journal_entry %}
+        </div>
+        <div class="col-12">
+            <div class="card">
+                <div class="card-body">
+                    <form action="{{ view.request.path }}" method="post">
+                        {% csrf_token %}
+                        <div class="row">
+                            <div class="col-12">
+                                {% if txs_formset.non_form_errors %}
+                                    <div class="alert alert-subtle-warning" role="alert">
+                                        {{ txs_formset.non_form_errors }}
+                                    </div>
+                                {% endif %}
+                                {{ txs_formset.management_form|crispy }}
+                            </div>
+                            <div class="col-12">
+                                <table class="table table-bordered">
+                                    <thead>
+                                        <tr>
+                                            <th>Account</th>
+                                            <th>TX Type</th>
+                                            <th>Amount</th>
+                                            <th>Description</th>
+                                            {% if txs_formset.can_delete %}
+                                                <th>Delete</th>
+                                            {% endif %}
+                                        </tr>
+                                    </thead>
+                                    <tbody>
+                                        {% for f in txs_formset %}
+                                            <tr>
+                                                <td class="px-2">
+                                                    {% for hidden_field in f.hidden_fields %}
+                                                        {{ hidden_field }}
+                                                    {% endfor %}
+                                                    {{ f.account|as_crispy_field }}
+                                                </td>
+                                                <td>{{ f.tx_type|as_crispy_field }}</td>
+                                                <td>{{ f.amount|as_crispy_field }}</td>
+                                                <td>{{ f.description|as_crispy_field }}</td>
+                                                <td>
+                                                    {% if txs_formset.can_delete %}
+                                                        {{ f.DELETE|as_crispy_field }}
+                                                    {% endif %}
+                                                </td>
+                                            </tr>
+                                        {% endfor %}
+                                    </tbody>
+                                </table>
+                            </div>
+                            <div class="col-12 text-center">
+                                <button class="btn btn-primary">
+                                    {% trans 'Save' %}
+                                </button>
+                                <a class="btn btn-secondary"
+                                   href="{% url 'journalentry_list' journal_entry.ledger_id %}">
+                                    {% trans 'Done' %}
+                                </a>
+                                {% if journal_entry.can_lock %}
+                                    <a class="btn btn-danger"
+                                       href="{{ journal_entry.get_action_lock_url }}?next={% url 'journalentry_txs' journal_entry.entity_slug journal_entry.ledger_id journal_entry.pk %}">
+                                        {% trans 'Lock' %}
+                                    </a>
+                                {% endif %}
+                                {% if journal_entry.can_unlock %}
+                                    <a class="btn btn-warning"
+                                       href="{{ journal_entry.get_action_unlock_url }}?next={% url 'journalentry_txs' journal_entry.entity_slug journal_entry.ledger_id journal_entry.pk %}">
+                                        {% trans 'UnLock' %}
+                                    </a>
+                                {% endif %}
+                                {% if journal_entry.can_post %}
+                                    <a class="btn btn-danger"
+                                       href="{{ journal_entry.get_action_post_url }}?next={% url 'journalentry_txs' journal_entry.entity_slug journal_entry.ledger_id journal_entry.pk %}">
+                                        {% trans 'Post' %}
+                                    </a>
+                                {% endif %}
+                                {% if journal_entry.can_unpost %}
+                                    <a class="btn btn-warning"
+                                       href="{{ journal_entry.get_action_unpost_url }}?next={% url 'journalentry_txs' journal_entry.entity_slug journal_entry.ledger_id journal_entry.pk %}">
+                                        {% trans 'UnPost' %}
+                                    </a>
+                                {% endif %}
+                            </div>
+                        </div>
+                    </form>
+                </div>
+            </div>
+        </div>
+    </div>
+{% endblock %}

templates/ledger/ledger/ledger_detail.html

@@ -0,0 +1,155 @@
+{% extends 'base.html' %}
+{% load i18n %}
+{% load static %}
+{% load django_ledger %}
+
+{% block content %}
+    <div class="row">
+        <div class="col-md-4">
+            <div class="row">
+                {{invoice}}
+                <div class="col-12 mb-4">
+                    {% include 'ledger/journal_entry/includes/card_invoice.html' with invoice=invoice entity_slug=view.kwargs.entity_slug style='invoice-detail' %}
+                </div>
+                <div class="col-12 mb-4">
+                </div>
+                <div class="col-12">
+                    <a class="btn btn-info btn-block"
+                       href="#">
+                        {% trans 'Invoice List' %}
+                    </a>
+                </div>
+            </div>
+        </div>
+        <div class="col-md-8">
+            <div class="row">
+                <div class="col-12 mb-4">
+                    <div class="d-flex justify-content-around text-center">
+                        <div>
+                            <p class="text-muted">{% trans 'Cash Account' %}:
+                                <a href="#"
+                                   class="text-danger">{{ invoice.cash_account.code }}</a>
+                            </p>
+                            <p class="h4">
+                                {% currency_symbol %}{{ invoice.get_amount_cash | absolute | currency_format }}</p>
+                        </div>
+
+                        {% if invoice.accrue %}
+                            <div>
+                                <p class="text-muted">{% trans 'Accounts Receivable' %}:
+                                    <a href="#"
+                                       class="text-danger">{{ invoice.prepaid_account.code }}</a>
+                                </p>
+                                <p class="h4 text-success">
+                                    {% currency_symbol %}{{ invoice.get_amount_prepaid | currency_format }}</p>
+                            </div>
+                            <div>
+                                <p class="text-muted">{% trans 'Deferred Revenue' %}:
+                                    <a href="#"
+                                       class="text-danger">{{ invoice.unearned_account.code }}</a>
+                                </p>
+                                <p class="h4 text-danger">
+                                    {% currency_symbol %}{{ invoice.get_amount_unearned | currency_format }}</p>
+                            </div>
+                            <div>
+                                <p class="text-muted">Accrued {{ invoice.get_progress_percent }}%</p>
+                                <p class="h4">
+                                    {% currency_symbol %}{{ invoice.get_amount_earned | currency_format }}</p>
+                            </div>
+                        {% else %}
+                            <div>
+                                <p class="text-muted">You Are Owed</p>
+                                <p class="h4 text-success">
+                                    {% currency_symbol %}{{ invoice.get_amount_open | currency_format }}</p>
+                            </div>
+                        {% endif %}
+                    </div>
+                </div>
+                <div class="col-12 mb-4">
+                    <div class="card">
+                        <div class="card-header">
+                            <h2 class="card-title h3">
+                                <span class="me-2">{% icon 'grommet-icons:transaction' 36 %}</span>
+                                {% trans 'Invoice Items' %}
+                            </h2>
+                        </div>
+                        <div class="card-body">
+                            <div class="table-responsive">
+                                <table class="table table-bordered table-striped">
+
+                                    <thead>
+                                    <tr>
+                                        <th>{% trans 'Item' %}</th>
+                                        <th>{% trans 'Unit Cost' %}</th>
+                                        <th>{% trans 'Quantity' %}</th>
+                                        <th>{% trans 'Total' %}</th>
+                                    </tr>
+                                    </thead>
+                                    <tbody>
+                                    {% for invoice_item in itemtxs_qs %}
+                                        <tr>
+                                            <td>{{ invoice_item.item_model }}</td>
+                                            <td>{% currency_symbol %}{{ invoice_item.unit_cost | currency_format }}</td>
+                                            <td>{{ invoice_item.quantity }}</td>
+                                            <td>
+                                                {% currency_symbol %}{{ invoice_item.total_amount | currency_format }}</td>
+                                        </tr>
+                                    {% endfor %}
+                                    </tbody>
+                                    <tfoot>
+                                    <tr>
+                                        <th colspan="3">{% trans 'Total' %}</th>
+                                        <th>
+                                            {% currency_symbol %}{{ total_amount_due | currency_format }}
+                                        </th>
+                                    </tr>
+                                    </tfoot>
+                                </table>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+                {% if invoice.is_active %}
+                    <div class="col-12 mb-4">
+                        <div class="d-flex justify-content-center gap-2">
+                            <a href="#"
+                               class="btn btn-info">{% trans 'Balance Sheet' %}</a>
+                            <a href="#"
+                               class="btn btn-info">{% trans 'Income Statement' %}</a>
+                            <a href="#"
+                               class="btn btn-info">{% trans 'Cash Flow Statement' %}</a>
+                        </div>
+                        <div class="col-12 mt-3">
+                            <div class="d-flex justify-content-center gap-2">
+                                <a href="#"
+                                   class="btn btn-success">
+                                    {% trans 'Balance Sheet PDF' %}{% icon 'bytesize:download' 24 %}</a>
+                                <a href="#"
+                                   class="btn btn-success">
+                                    {% trans 'Income Statement PDF' %}{% icon 'bytesize:download' 24 %}</a>
+                                <a href="#"
+                                   class="btn btn-success">
+                                    {% trans 'Cash Flow Statement PDF' %}{% icon 'bytesize:download' 24 %}</a>
+                            </div>
+                        </div>
+                    </div>
+                {% endif %}
+                <div class="col-12 mb-4">
+                    <div class="card">
+                        <div class="card-header">
+                            <h2 class="card-title h3">
+                                <span class="me-2">{% icon 'grommet-icons:transaction' 36 %}</span>
+                                {% trans 'Invoice Transactions' %}
+                            </h2>
+                        </div>
+                        <div class="card-body">
+                        </div>
+                    </div>
+                </div>
+                <div class="col-12">
+                    
+                </div>
+            </div>
+        </div>
+    </div>
+{% endblock %}

templates/ledger/ledger/ledger_form.html

@@ -0,0 +1,21 @@
+{% extends "base.html" %}
+{% load crispy_forms_filters %}
+{% load i18n static %}
+
+{% block title %}{{ _("Create Ledger") }}{% endblock title %}
+
+{% block content %}
+<div class="row mt-4">
+    <h3 class="text-center">{% trans "Create Ledger" %}</h3>
+    <form id="mainForm" method="post" class="needs-validation">
+        {% csrf_token %}
+        <div class="row g-3">
+            {{ form|crispy }}                        
+        </div>        
+        <div class="mt-5 text-center">
+            <button type="submit" class="btn btn-success me-2"><i class="fa-solid fa-floppy-disk"></i>{% trans "Save" %}</button>
+            <a href="{% url 'ledger_list' %}" class="btn btn-secondary"><i class="fa-solid fa-ban"></i> {% trans "Cancel" %}</a>
+        </div>
+    </form>
+</div>
+{% endblock content %}

templates/ledger/ledger/ledger_list.html

@@ -0,0 +1,71 @@
+{% extends "base.html" %}
+{% load i18n static %}
+
+{% block title %}{{ _("Ledger") }}{% endblock title %}
+
+{% block content %}
+<div class="row mt-4">
+  <div class="d-flex justify-content-between mb-2">
+      <h3 class="">{% trans "Ledger" %}</h3>      
+  </div>
+
+    <div class="table-responsive px-1 scrollbar">
+        <table class="table fs-9 mb-0 border-top border-translucent">
+            <thead>
+                <tr>
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Ledger Name" %}</th>                   
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Journal Entries" %}</th>
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Earliest Date" %}</th>
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Posted" %}</th>
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Locked" %}</th>
+                    <th class="sort white-space-nowrap align-middle" scope="col">{% trans "Action" %}</th>
+                </tr>
+            </thead>
+            <tbody class="list">
+                {% for ledger in ledgers %}
+                <tr class="hover-actions-trigger btn-reveal-trigger position-static">                                 
+                    <td class="align-middle product white-space-nowrap">
+                        <a href="#">{{ ledger.get_wrapped_model_instance }}</a>                        
+                    </td>                        
+                    <td class="align-middle product white-space-nowrap">
+                        <a class="btn btn-sm btn-primary"
+                            href="{% url 'journalentry_list' ledger.pk %}">
+                                <i class="fa-solid fa-right-left"></i>
+                                <span>
+                                <span class="has-text-weight-bold">{{ ledger.journal_entries__count }}</span>
+                                <span>{{ _('Journal Entries') }}</span>
+                            </span>
+                        </a>
+                    </td>
+                    <td class="align-middle product white-space-nowrap">
+                        {% if ledger.earliest_timestamp %}{{ ledger.earliest_timestamp | date }}{% endif %}
+                    </td>
+                    <td class="align-middle product white-space-nowrap">
+                        {% if ledger.is_posted %}
+                            <i class="fa-solid fa-square-check text-success"></i>
+                        {% else %}
+                            <i class="fa-solid fa-circle-xmark text-danger"></i>
+                        {% endif %}
+                    </td>
+                    <td class="align-middle product white-space-nowrap">
+                        {% if ledger.is_locked %}
+                            <i class="fa-solid fa-lock text-success"></i>
+                        {% else %}
+                            <i class="fa-solid fa-unlock text-danger"></i>
+                        {% endif %}
+                    </td>
+                    <td></td>
+                </tr>
+                {% empty %}
+                <tr>
+                    <td colspan="6" class="text-center">{% trans "No Bank Accounts Found" %}</td>
+                </tr>
+                {% endfor %}
+            </tbody>
+        </table>
+    </div>
+    <div class="d-flex justify-content-center">        
+    </div>
+
+</div>
+{% endblock %}

templates/sales/estimates/estimate_detail.html

@@ -4,6 +4,23 @@
 {% block title %}{{ _("View Quotation") }}{% endblock title %}
 
 {% block content %}
+ <!-- View PO Modal -->
+ <div class="modal fade" id="POModal" data-bs-keyboard="true" tabindex="-1" aria-labelledby="POModalLabel" aria-hidden="true">
+  <div class="modal-dialog modal-lg">
+      <div class="modal-content">
+          <div class="modal-header justify-content-between align-items-start gap-5 px-4 pt-4 pb-3 border-0">
+      <h4 class="mb-0 me-2 text-primary"><i class="fas text-info ms-2"></i></h4>
+      <button class="btn p-0 text-body-quaternary fs-6" data-bs-dismiss="modal" aria-label="Close"><span class="fas fa-times"></span></button>
+  </div>
+          <div class="modal-body p-4">
+              {% include "sales/orders/purchase_order.html" %}             
+          </div>
+          <div class="modal-footer flex justify-content-center border-top-0">              
+          </div>
+
+      </div>
+  </div>
+</div>
  <!-- Cancel Modal -->
  <div class="modal fade" id="CancelModal" data-bs-backdrop="static" data-bs-keyboard="false" tabindex="-1" aria-labelledby="CancelModalLabel" aria-hidden="true">
   <div class="modal-dialog modal-sm">
@@ -78,6 +95,7 @@
                   {% if estimate.invoicemodel_set.first %}
                     <a href="{% url 'invoice_detail' estimate.invoicemodel_set.first.pk %}" class="btn btn-primary btn-sm" type="button"><i class="fa-solid fa-receipt"></i>
                         {{ _("View Invoice")}}</a>
+                      <button class="btn btn-phoenix-primary" data-bs-toggle="modal" data-bs-target="#POModal"><span class="d-none d-sm-inline-block"><i class="fa-solid fa-receipt"></i>  {% trans 'View Purchase Order' %}</span></button>
                   {% endif %}
 
                   {% if estimate.status == 'draft' %}
@@ -85,13 +103,13 @@
                       <button id="mark_as_sent_estimate" class="btn btn-phoenix-secondary" onclick="setFormAction('review')" data-bs-toggle="modal" data-bs-target="#confirmModal"><span class="d-none d-sm-inline-block"><i class="fa-solid fa-check-double"></i> {% trans 'Mark As Sent' %}</span></button>                                      
                     {% elif estimate.status == 'in_review' %}
                       <button id="accept_estimate" onclick="setFormAction('approved')" class="btn btn-phoenix-secondary" data-bs-toggle="modal" data-bs-target="#confirmModal"><span class="d-none d-sm-inline-block"><i class="fa-solid fa-check-double"></i> {% trans 'Mark As Accept' %}</span></button>                                                          
-                    {% elif estimate.status == 'approved' %}                                          
+                    {% elif estimate.status == 'approved' %}
-                    {% if estimate.sale_orders.first %}
+                      {% if estimate.sale_orders.first %}
-                      <a href="{% url 'invoice_create' estimate.pk %}" class="btn btn-phoenix-primary"><span class="d-none d-sm-inline-block"><i class="fa-solid fa-receipt"></i>  {% trans 'Create Invoice' %}</span></a>                    
+                        <a href="{% url 'invoice_create' estimate.pk %}" class="btn btn-phoenix-primary"><span class="d-none d-sm-inline-block"><i class="fa-solid fa-receipt"></i>  {% trans 'Create Invoice' %}</span></a>                        
-                    {% else %}
+                      {% else %}
-                      <a href="{% url 'create_sale_order' estimate.pk %}" class="btn btn-phoenix-primary"><span class="d-none d-sm-inline-block"><i class="fa-solid fa-file-import"></i> {% trans 'Create Sale Order' %}</span></a>                                          
+                        <a href="{% url 'create_sale_order' estimate.pk %}" class="btn btn-phoenix-primary"><span class="d-none d-sm-inline-block"><i class="fa-solid fa-file-import"></i> {% trans 'Create Sale Order' %}</span></a>                                          
-                      {% comment %} <a href="{% url 'preview_sale_order' estimate.pk %}" class="btn btn-phoenix-primary"><span class="d-none d-sm-inline-block">{% trans 'Preview Sale Order' %}</span></a>                     {% endcomment %}
+                        {% comment %} <a href="{% url 'preview_sale_order' estimate.pk %}" class="btn btn-phoenix-primary"><span class="d-none d-sm-inline-block">{% trans 'Preview Sale Order' %}</span></a>                     {% endcomment %}
-                    {% endif %}
+                      {% endif %}
                     {% elif estimate.status == 'in_review' %}
                       <a href="{% url 'estimate_preview' estimate.pk %}" class="btn btn-phoenix-primary"><span class="d-none d-sm-inline-block"><i class="fa-regular fa-eye"></i> {% trans 'Preview' %}</span></a>                                                                                                  
                     {% endif %}
@@ -99,7 +117,7 @@
                       {% if perms.django_ledger.change_estimatemodel %}
                         <button class="btn btn-phoenix-danger" data-bs-toggle="modal" data-bs-target="#CancelModal"><i class="fa-solid fa-ban"></i> {% trans "Cancel" %}</button>
                       {% endif %}
-                    {% endif %}
+                    {% endif %}                    
                 </div>
               </div>
               <div class="bg-body dark__bg-gray-1100 p-4 mb-4 rounded-2">

templates/sales/invoices/invoice_detail.html

@@ -1,5 +1,6 @@
 {% extends "base.html" %}
 {% load i18n %}
+{% load tenhal_tag %}
 
 {% block title %}{{ _("View Estimate") }}{% endblock title %}
 {% block customCSS %}
@@ -24,7 +25,7 @@
               <button type="button"
                       class="btn btn-sm btn-danger"
                       data-bs-dismiss="modal"><i class="fa-solid fa-ban"></i> {% trans 'No' %}
-              </button>     
+              </button>
               <form id="confirmForm" method="POST" action="{% url 'invoice_mark_as' invoice.pk %}?mark=accept" class="d-inline">
                 {% csrf_token %}
             <button type="submit" class="btn btn-success btn-sm"><i class="fa-solid fa-circle-check"></i> {% trans "Yes" %}</button>
@@ -88,11 +89,12 @@
                 <a href="{% url 'payment_create' invoice.pk %}" class="btn btn-phoenix-success"><span class="d-none d-sm-inline-block"><i class="fa-solid fa-money-bill"></i> {% trans 'Record Payment' %}</span></a>
                 {% endif %}                                    
                 {% if not invoice.is_paid %}
-                  <button {% if invoice.is_review %}disabled{% endif %} id="mark_invoice_as_paid" class="btn btn-phoenix-secondary" data-bs-toggle="modal" data-bs-target="#mark_as_paid_Modal"><span class="d-none d-sm-inline-block"><i class="fa-solid fa-money-check-dollar"></i> {% trans 'Mark as Paid' %}</span></button>
+                  <button {% if invoice.is_review or invoice.amount_paid|to_int < invoice.amount_due|to_int %}disabled{% endif %} id="mark_invoice_as_paid" class="btn btn-phoenix-secondary" data-bs-toggle="modal" data-bs-target="#mark_as_paid_Modal"><span class="d-none d-sm-inline-block"><i class="fa-solid fa-money-check-dollar"></i> {% trans 'Mark as Paid' %}</span></button>
                 {% endif %}
                 <a href="{% url 'invoice_preview' invoice.pk %}" class="btn btn-phoenix-primary"><span class="d-none d-sm-inline-block"><i class="fa-regular fa-eye"></i> {% trans 'Preview' %}</span></a>
-              </div>
+              </div>                                            
             </div>
+          {{invoice.amount_owned}}
             
             <!-- ============================================-->      
             <div class="card mb-5  {% if invoice.is_review %}disabled{% endif %}">

templates/sales/orders/purchase_order.html

@@ -0,0 +1,120 @@
+{% block customCSS %}
+  <style>
+    .invoice {
+      width: 100%;
+      height: 400px; /* Fixed height */
+      display: flex;
+      flex-direction: column;
+      justify-content: space-between; /* Aligns content to top and bottom */
+      background-color: #fff;
+      padding: 1rem;
+    }
+    .invoice-items {
+      width: 100%;
+    }
+    .invoice-items td {
+      padding: 0.75rem;
+      border-top: 1px solid #dee2e6;
+    }
+    .invoice-items .total td {
+      font-weight: bold;
+      border-top: 2px solid #000;
+    }
+    .footer {
+      margin-top: 2rem;
+      text-align: center;
+      color: #6c757d;
+    }
+    .b-top {
+      border-top: 2px solid #000;
+    }
+  </style>
+{% endblock %}
+<div>
+    <div class="row justify-content-center px-12">
+        <button class="btn btn-primary" type="button" onclick="printDiv('printableArea')">
+            <i class="fa-solid fa-print"></i> {{ _('Print') }}
+        </button>
+    </div>
+  <div class="container" id="printableArea">
+    <div class="row justify-content-center">
+      <div class="col-md-10">
+        <div class="card mt-2">
+          <div class="card-body text-center">
+            <h2 class="card-title">{{ _('Purchase Order') }}</h2>
+          </div>
+          <div class="card-body">
+            <div class="invoice p-4">
+              <div class="mb-4">
+                <strong>{{ estimate.customer.customer_name }}</strong><br />
+                Order ID #{{ estimate.sale_orders.first.formatted_order_id }}<br />
+                {{ estimate.sale_orders.first.created|date }}
+              </div>
+              <table class="invoice-items table">
+                <thead>
+                  <tr>
+                    <th>Item</th>
+                    <th class="text-end">Price</th>
+                  </tr>
+                </thead>
+                <tbody>
+                  <tr class="b-top"></tr>
+                  {% for item in data.cars %}
+                    <tr>
+                      <td>{{ item.make }}</td>
+                      <td class="text-end">{{ item.unit_price }}</td>
+                    </tr>
+                  {% endfor %}
+                  <tr class="b-top">
+                    <td>Additionals :</td>
+                  </tr>
+                  {% for service in data.additionals %}
+                    <tr>
+                      <td>{{ service.name }}</td>
+                      <td class="text-end">{{ service.price_ }}</td>
+                    </tr>
+                  {% endfor %}
+                </tbody>
+              </table>
+            </div>
+          </div>
+          <div class="card-body text-center">
+            <table class="invoice-items table">
+              <thead>
+                <tr>
+                  <th></th>
+                  <th class="text-end">Total</th>
+                </tr>
+              </thead>
+              <tbody>
+                <tr class="total">
+                  <td class="text-end" width="80%"></td>
+                  <td class="text-end">{{ data.grand_total }}</td>
+                </tr>
+              </tbody>
+            </table>
+          </div>
+          <div class="card-body text-center"></div>
+        </div>
+        <div class="mt-5">
+          <p>{{ _('Signature') }}:</p>
+        </div>        
+      </div>
+    </div>
+  </div>
+</div>
+
+{% block customJS %}
+  <script>
+    function printDiv(divName) {
+      var printContents = document.getElementById(divName).innerHTML
+      var originalContents = document.body.innerHTML
+    
+      document.body.innerHTML = printContents
+    
+      window.print()
+    
+      document.body.innerHTML = originalContents
+    }
+  </script>
+{% endblock %}