add ledger and journalentry
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@ -6,7 +6,6 @@ class InventoryConfig(AppConfig):
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def ready(self):
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import inventory.signals
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# from decimal import Decimal
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# from inventory.models import VatRate
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# VatRate.objects.get_or_create(rate=Decimal('0.15'), is_active=True)
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from decimal import Decimal
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from inventory.models import VatRate
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VatRate.objects.get_or_create(rate=Decimal('0.15'), is_active=True)
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@ -21,7 +21,9 @@ from django_ledger.forms.estimate import (
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EstimateModelCreateForm as EstimateModelCreateFormBase,
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)
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# from django_ledger.forms.ledger import LedgerModelCreateForm as LedgerModelCreateFormBase
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from django_ledger.forms.bill import BillModelCreateForm as BillModelCreateFormBase
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from django_ledger.forms.journal_entry import JournalEntryModelCreateForm as JournalEntryModelCreateFormBase
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from .models import (
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Dealer,
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@ -953,3 +955,10 @@ class DealersMakeForm(forms.Form):
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for car_make in self.cleaned_data["car_makes"]:
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DealersMake.objects.create(dealer=self.dealer, car_make=car_make)
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class JournalEntryModelCreateForm(JournalEntryModelCreateFormBase):
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pass
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# class LedgerModelCreateForm(LedgerModelCreateFormBase):
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# pass
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@ -82,11 +82,6 @@ def create_car_location(sender, instance, created, **kwargs):
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except Exception as e:
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print(f"Failed to create CarLocation for car {instance.vin}: {e}")
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@receiver(post_save, sender=models.Dealer)
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def create_dealer_settings(sender, instance, created, **kwargs):
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if created:
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models.DealerSettings.objects.create(dealer=instance)
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# Create Entity
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@receiver(post_save, sender=models.Dealer)
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def create_ledger_entity(sender, instance, created, **kwargs):
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@ -625,7 +620,6 @@ def create_ledger_entity(sender, instance, created, **kwargs):
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entity.create_account(coa_model=coa, code="6303", role=roles.EXPENSE_OTHER, name=_("Foreign Currency Translation"), balance_type="debit", active=True)
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entity.create_account(coa_model=coa, code="6304", role=roles.EXPENSE_OTHER, name=_("Interest Expenses"), balance_type="debit", active=True)
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@receiver(post_save, sender=models.Dealer)
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def create_dealer_groups(sender, instance, created, **kwargs):
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@ -872,6 +866,24 @@ def update_car_status_on_reservation_update(sender, instance, **kwargs):
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car.status = models.CarStatusChoices.AVAILABLE
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car.save()
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@receiver(post_save, sender=models.Dealer)
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def create_dealer_settings(sender, instance, created, **kwargs):
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if created:
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models.DealerSettings.objects.create(
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dealer=instance,
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invoice_cash_account=instance.entity.get_all_accounts().filter(role=roles.ASSET_CA_CASH).first(),
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invoice_prepaid_account=instance.entity.get_all_accounts().filter(role=roles.ASSET_CA_RECEIVABLES).first(),
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invoice_unearned_account=instance.entity.get_all_accounts().filter(role=roles.LIABILITY_CL_DEFERRED_REVENUE).first(),
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bill_cash_account=instance.entity.get_all_accounts().filter(role=roles.ASSET_CA_CASH).first(),
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bill_prepaid_account=instance.entity.get_all_accounts().filter(role=roles.ASSET_CA_PREPAID).first(),
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bill_unearned_account=instance.entity.get_all_accounts().filter(role=roles.LIABILITY_CL_ACC_PAYABLE).first()
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)
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@receiver(post_save, sender=models.Dealer)
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def check_if_vat_exists(sender, instance, created, **kwargs):
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if created:
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models.VatRate.objects.get_create(is_active=True)
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# @receiver(post_save, sender=EstimateModel)
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# def update_estimate_status(sender, instance,created, **kwargs):
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@ -13,6 +13,7 @@ from django import template
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from django.db.models import Sum
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from django.urls import reverse
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from django.utils.formats import number_format
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from decimal import Decimal
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# from django_ledger import __version__
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# from django_ledger.forms.app_filters import EntityFilterForm, ActivityFilterForm
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@ -27,7 +28,9 @@ from django_ledger.io.io_core import validate_activity, get_localdate
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register = template.Library()
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@register.filter()
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def to_int(value):
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return Decimal(value).quantize(Decimal("0.01"))
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# @register.simple_tag(name='current_version')
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# def current_version():
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# return __version__
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@ -407,6 +407,33 @@ urlpatterns = [
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name="representative_delete",
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),
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# Ledger URLS
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# Ledger
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path(
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"ledgers/", views.LedgerModelListView.as_view(), name="ledger_list"
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),
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path(
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"ledgers/<slug:entity_slug>/detail/<uuid:invoice_pk>/", views.LedgerModelDetailView.as_view(), name="ledger_detail"
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),
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# path(
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# "ledgers/create/", views.LedgerModelCreateView.as_view(), name="ledger_create"
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# ),
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path(
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"journalentries/<uuid:pk>/list/", views.JournalEntryListView.as_view(), name="journalentry_list"
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),
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path(
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"journalentries/<uuid:pk>/create/", views.JournalEntryCreateView.as_view(), name="journalentry_create"
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),
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path(
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"journalentries/<uuid:pk>/delete/", views.JournalEntryDeleteView, name="journalentry_delete"
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),
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path(
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"journalentries/<uuid:pk>/transactions/",
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views.JournalEntryTransactionsView,
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name="journalentry_transactions",
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),
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path('journalentries/<slug:entity_slug>/<uuid:ledger_pk>/detail/<uuid:je_pk>/txs/',
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views.JournalEntryModelTXSDetailView.as_view(),
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name='journalentry_txs'),
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# Bank Account
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path(
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"bank_accounts/", views.BankAccountListView.as_view(), name="bank_account_list"
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@ -597,6 +624,7 @@ urlpatterns = [
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name="bill_mark_as_paid",
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),
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# orders
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path("orders/", views.OrderListView.as_view(), name="order_list_view"),
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@ -48,12 +48,15 @@ from django.views.generic import (
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UpdateView,
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DeleteView,
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TemplateView,
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ArchiveIndexView,
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)
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#####################################################################
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# Django Ledger
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from django_ledger.io import roles
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from django_ledger.utils import accruable_net_summary
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from django_ledger.views.invoice import InvoiceModelDetailView as InvoiceModelDetailViewBase
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from django_ledger.views import LedgerModelListView as LedgerModelListViewBase,JournalEntryModelTXSDetailView as JournalEntryModelTXSDetailViewBase
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from django_ledger.forms.account import AccountModelCreateForm, AccountModelUpdateForm
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from django_ledger.views.entity import EntityModelDetailBaseView,EntityModelDetailHandlerView
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from django_ledger.forms.item import (
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@ -85,6 +88,7 @@ from django_ledger.models import (
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CustomerModel,
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ItemModel,
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BillModel,
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LedgerModel,
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VendorModel,
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)
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from django_ledger.views.financial_statement import (
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@ -2569,6 +2573,8 @@ def invoice_create(request, pk):
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invoice.save()
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messages.success(request, "Invoice created successfully!")
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return redirect("invoice_detail", pk=invoice.pk)
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else:
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print(form.errors)
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form = forms.InvoiceModelCreateForm(
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entity_slug=entity.slug, user_model=entity.admin
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)
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@ -3993,7 +3999,7 @@ class CarListViewTable(LoginRequiredMixin, ExportMixin, SingleTableView):
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@login_required
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def DealerSettingsView(request,pk):
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dealer_setting = get_object_or_404(models.DealerSettings, pk=pk)
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dealer_setting = get_object_or_404(models.DealerSettings, dealer__pk=pk)
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dealer = get_user_type(request)
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if request.method == 'POST':
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form = forms.DealerSettingsForm(request.POST, instance=dealer_setting)
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@ -4039,3 +4045,121 @@ def assign_car_makes(request):
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form = forms.DealersMakeForm(initial={"car_makes": existing_car_makes}, dealer=dealer)
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return render(request, "dealers/assign_car_makes.html", {"form": form})
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class LedgerModelListView(LoginRequiredMixin, ListView,ArchiveIndexView):
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model = LedgerModel
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context_object_name = "ledgers"
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template_name = "ledger/ledger/ledger_list.html"
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date_field = 'created'
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ordering = '-created'
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show_all = False
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show_current = False
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show_visible = False
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def get_queryset(self):
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qs = super().get_queryset()
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dealer = get_user_type(self.request)
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qs = qs.filter(entity=dealer.entity)
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qs = qs.select_related('billmodel', 'invoicemodel')
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qs = qs.order_by('-created')
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if self.show_all:
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return qs
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if self.show_current:
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qs = qs.current()
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if self.show_visible:
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qs = qs.visible()
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return qs
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class LedgerModelDetailView(InvoiceModelDetailViewBase):
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model = LedgerModel
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context_object_name = "ledger"
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template_name = "ledger/ledger/ledger_detail.html"
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# class LedgerModelCreateView(LoginRequiredMixin,SuccessMessageMixin, CreateView):
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# model = LedgerModel
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# template_name = "ledger/ledger/ledger_form.html"
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# form_class = forms.LedgerModelCreateForm
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# success_message = "Ledger created"
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# def get_form(self, form_class=None):
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# dealer = get_user_type(self.request)
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# form = forms.LedgerModelCreateForm(entity_slug=dealer.entity.slug,user_model=dealer.entity.admin,**self.get_form_kwargs())
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# return form
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# def get_success_url(self):
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# return reverse('ledger_list')
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# def form_valid(self, form):
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# instance = form.save(commit=False)
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# dealer = get_user_type(self.request)
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# instance.entity = dealer.entity
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# instance.save()
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# return super().form_valid(form)
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class JournalEntryListView(LoginRequiredMixin, ListView):
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model = JournalEntryModel
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context_object_name = "journal_entries"
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template_name = "ledger/journal_entry/journal_entry_list.html"
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def get_queryset(self):
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qs = super().get_queryset()
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ledger = LedgerModel.objects.filter(pk=self.kwargs['pk']).first()
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qs = qs.filter(ledger=ledger)
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return qs
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def get_context_data(self, **kwargs):
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context = super().get_context_data(**kwargs)
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context['ledger'] = LedgerModel.objects.filter(pk=self.kwargs['pk']).first()
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return context
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class JournalEntryCreateView(LoginRequiredMixin,SuccessMessageMixin, CreateView):
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model = JournalEntryModel
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template_name = "ledger/journal_entry/journal_entry_form.html"
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form_class = forms.JournalEntryModelCreateForm
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ledger_model = None
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success_message = "Journal Entry created"
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def get_form(self, form_class=None):
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dealer = get_user_type(self.request)
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ledger = LedgerModel.objects.filter(pk=self.kwargs['pk']).first()
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form = forms.JournalEntryModelCreateForm(
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entity_model=dealer.entity,
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ledger_model=ledger,
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**self.get_form_kwargs()
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)
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form.fields.pop('entity_unit')
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return form
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def get_context_data(self, **kwargs):
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context = super().get_context_data(**kwargs)
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context["ledger"] = LedgerModel.objects.filter(pk=self.kwargs['pk']).first()
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return context
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def get_success_url(self):
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ledger = LedgerModel.objects.filter(pk=self.kwargs['pk']).first()
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return reverse("journalentry_list", kwargs={"pk": ledger.pk})
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def JournalEntryDeleteView(request,pk):
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journal_entry = get_object_or_404(JournalEntryModel, pk=pk)
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ledger = journal_entry.ledger
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journal_entry.delete()
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messages.success(request, 'Journal Entry deleted')
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return redirect("journalentry_list", pk=ledger.pk)
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def JournalEntryTransactionsView(request, pk):
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journal = JournalEntryModel.objects.filter(pk=pk).first()
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transactions = (
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TransactionModel.objects.filter(journal_entry=journal)
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.order_by("account__code")
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.all()
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)
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return render(
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request,
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"ledger/journal_entry/journal_entry_transactions.html",
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{"journal_entry": journal, "transactions": transactions},
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)
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class JournalEntryModelTXSDetailView(JournalEntryModelTXSDetailViewBase):
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template_name = 'ledger/journal_entry/journal_entry_txs.html'
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@ -249,6 +249,14 @@
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</li>
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{% endif %}
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{% if perms.django_ledger.view_itemmodel %}
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<li class="nav-item">
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<a class="nav-link" href="{% url 'ledger_list' %}">
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<div class="d-flex align-items-center">
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<span class="nav-link-icon"><span class="fas fa-book"></span></span><span class="nav-link-text">{% trans "Ledgers"|capfirst %}</span>
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</div>
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</a>
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</li>
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{% endif %}
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<li class="nav-item">
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<a class="nav-link" href="{% url 'item_service_list' %}">
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<div class="d-flex align-items-center">
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@ -256,7 +264,6 @@
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</div>
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</a>
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</li>
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{% endif %}
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{% if perms.django_ledger.view_itemmodel %}
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<li class="nav-item">
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<a class="nav-link" href="{% url 'item_expense_list' %}">
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@ -452,7 +459,6 @@
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<div class="card position-relative border-0">
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<div class="card-body p-0">
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<div class="text-center pt-4 pb-3">
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<div class="avatar avatar-xl">
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{% if user.dealer.logo %}
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<img class="rounded-circle" src="{{ user.dealer.logo.url }}" alt="" />
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@ -11,7 +11,7 @@
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{% endblock %}
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{% block content %}
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<div class="d-flex flex-column min-vh-100">
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<div class="d-flex flex-column flex-sm-grow-1 ms-sm-14 p-4">
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<div class="d-flex flex-column flex-sm-grow-1 p-4">
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<main class="d-grid gap-4 p-1">
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<!-- Search Bar -->
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<div class="row g-4">
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149
templates/ledger/journal_entry/includes/card_invoice.html
Normal file
149
templates/ledger/journal_entry/includes/card_invoice.html
Normal file
@ -0,0 +1,149 @@
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{% load django_ledger %}
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{% load i18n %}
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{% if not create_invoice %}
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{% if style == 'dashboard' %}
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<div class="card">
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<div class="card-body">
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<p class="text-muted text-end">
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<span class="me-2">{% icon "bi:cash-stack" 16 %}</span>
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{% trans 'Invoice' %}
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</p>
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<h3 class="card-title">{{ invoice.customer.customer_name }}</h3>
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<p class="text-muted">{{ invoice.customer.address_1 }}</p>
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{% if not invoice.is_past_due %}
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<p class="h5 text-info">{% trans 'Due in' %}: {{ invoice.date_due | timeuntil }}</p>
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{% else %}
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<p class="text-danger fw-bold h5">Past Due: {{ invoice.date_due | timesince }} ago</p>
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{% endif %}
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{% if invoice.accrue %}
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<p>Accrue: <span class="text-success">{% icon 'ant-design:check-circle-filled' 24 %}</span></p>
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{% else %}
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<p>Accrue: <span class="text-danger">{% icon 'maki:roadblock-11' 24 %}</span></p>
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{% endif %}
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<p class="h5 text-success">Owed to You: {% currency_symbol %}{{ invoice.get_amount_open | currency_format }}</p>
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<p>Amount Paid: {% currency_symbol %}{{ invoice.amount_paid | currency_format }}</p>
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<p>Progressed: {{ invoice.get_progress | percentage }}</p>
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<div class="progress my-3">
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<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>
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</div>
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{% modal_action invoice 'get' entity_slug %}
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</div>
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<div class="card-footer d-flex justify-content-between">
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<a href="#" class="btn btn-link text-primary">{% trans 'View' %}</a>
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<a href="#" class="btn btn-link text-warning">{% trans 'Update' %}</a>
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{% if not invoice.is_paid %}
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<a onclick="djLedger.toggleModal('{{ invoice.get_html_id }}')" class="btn btn-link text-info">{% trans 'Mark as Paid' %}</a>
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{% endif %}
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</div>
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</div>
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{% elif style == 'invoice-detail' %}
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<div class="card">
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<div class="card-header">
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<h2 class="card-title h3">
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<span class="me-2">{% icon 'uil:bill' 36 %}</span>
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{% trans 'Invoice Info' %}
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</h2>
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</div>
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<div class="card-body text-center">
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{% if invoice.is_draft %}
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<h3 class="h3 text-warning fw-bold">{% trans 'This invoice is' %} {{ invoice.get_invoice_status_display }}</h3>
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<p class="h3">{% trans 'Amount Due' %}: <span class="fw-bold">{% currency_symbol %}{{ invoice.amount_due | currency_format }}</span></p>
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<p class="h3">{% trans 'Due Date' %}: <span class="fw-bold">{{ invoice.date_due | timeuntil }}</span></p>
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<p class="h3">{% trans 'Is Accrued' %}:
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{% if invoice.accrue %}
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<span class="text-success">{% icon 'ant-design:check-circle-filled' 24 %}</span>
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{% else %}
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<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 %}
|
||||
@ -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>
|
||||
21
templates/ledger/journal_entry/journal_entry_form.html
Normal file
21
templates/ledger/journal_entry/journal_entry_form.html
Normal file
@ -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 %}
|
||||
119
templates/ledger/journal_entry/journal_entry_list.html
Normal file
119
templates/ledger/journal_entry/journal_entry_list.html
Normal file
@ -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 %}
|
||||
@ -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 %}
|
||||
99
templates/ledger/journal_entry/journal_entry_txs.html
Normal file
99
templates/ledger/journal_entry/journal_entry_txs.html
Normal file
@ -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 %}
|
||||
155
templates/ledger/ledger/ledger_detail.html
Normal file
155
templates/ledger/ledger/ledger_detail.html
Normal file
@ -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 %}
|
||||
21
templates/ledger/ledger/ledger_form.html
Normal file
21
templates/ledger/ledger/ledger_form.html
Normal file
@ -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 %}
|
||||
71
templates/ledger/ledger/ledger_list.html
Normal file
71
templates/ledger/ledger/ledger_list.html
Normal file
@ -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 %}
|
||||
@ -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' %}
|
||||
|
||||
@ -1,5 +1,6 @@
|
||||
{% extends "base.html" %}
|
||||
{% load i18n %}
|
||||
{% load tenhal_tag %}
|
||||
|
||||
{% block title %}{{ _("View Estimate") }}{% endblock title %}
|
||||
{% block customCSS %}
|
||||
@ -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>
|
||||
{{invoice.amount_owned}}
|
||||
|
||||
<!-- ============================================-->
|
||||
<div class="card mb-5 {% if invoice.is_review %}disabled{% endif %}">
|
||||
|
||||
120
templates/sales/orders/purchase_order.html
Normal file
120
templates/sales/orders/purchase_order.html
Normal file
@ -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 %}
|
||||
Loading…
x
Reference in New Issue
Block a user