update ledgers

inventory/signals.py

@@ -90,7 +90,7 @@ def create_ledger_entity(sender, instance, created, **kwargs):
         entity = EntityModel.create_entity(
             name=entity_name,
             admin=instance.user,
-            use_accrual_method=False,
+            use_accrual_method=True,
             fy_start_month=1,
         )
 
@@ -909,3 +909,10 @@ def check_if_vat_exists(sender, instance, created, **kwargs):
 #     current_staff_count = instance.dealer.staff.count()
 #     if current_staff_count > allowed_users:
 #         raise ValidationError(_("You have reached the maximum number of staff users allowed for your plan."))
+
+
+@receiver(post_save, sender=models.Dealer)
+def create_make_ledger_accounts(sender, instance, created, **kwargs):
+    if created:
+        entity_name = instance.user.dealer.name
+        entity = EntityModel.objects.get(name=entity_name)

inventory/urls.py

@@ -412,7 +412,19 @@ urlpatterns = [
         "ledgers/", views.LedgerModelListView.as_view(), name="ledger_list"
     ),    
     path(
-        "ledgers/<slug:entity_slug>/detail/<uuid:invoice_pk>/", views.LedgerModelDetailView.as_view(), name="ledger_detail"
+        "ledgers/<slug:entity_slug>/detail/<uuid:pk>/", views.LedgerModelDetailView.as_view(), name="ledger_detail"
+    ),
+    path(
+        "ledgers/<slug:entity_slug>/lock_all_journals/<uuid:pk>/", views.ledger_lock_all_journals, name="lock_all_journals"
+    ),
+    path(
+        "ledgers/<slug:entity_slug>/unlock_all_journals/<uuid:pk>/", views.ledger_unlock_all_journals, name="unlock_all_journals"
+    ),
+    path(
+        "ledgers/<slug:entity_slug>/post_all_journals/<uuid:pk>/", views.ledger_post_all_journals, name="post_all_journals"
+    ),
+    path(
+        "ledgers/<slug:entity_slug>/unpost_all_journals/<uuid:pk>/", views.ledger_unpost_all_journals, name="unpost_all_journals"
     ),
     # path(
     #     "ledgers/create/", views.LedgerModelCreateView.as_view(), name="ledger_create"

inventory/views.py

@@ -4072,11 +4072,13 @@ class LedgerModelListView(LoginRequiredMixin, ListView,ArchiveIndexView):
             qs = qs.visible()
         return qs
 
-class LedgerModelDetailView(InvoiceModelDetailViewBase):
+# class LedgerModelDetailView(InvoiceModelDetailViewBase):
+class LedgerModelDetailView(LoginRequiredMixin, DetailView):
     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"
@@ -4143,6 +4145,9 @@ class JournalEntryCreateView(LoginRequiredMixin,SuccessMessageMixin, CreateView)
 def JournalEntryDeleteView(request,pk):
     journal_entry = get_object_or_404(JournalEntryModel, pk=pk)
     ledger = journal_entry.ledger
+    if not journal_entry.can_delete():
+        messages.error(request, 'Journal Entry cannot be deleted')
+        return redirect("journalentry_list", pk=ledger.pk)
     journal_entry.delete()
     messages.success(request, 'Journal Entry deleted')
     return redirect("journalentry_list", pk=ledger.pk)
@@ -4163,3 +4168,52 @@ def JournalEntryTransactionsView(request, pk):
 
 class JournalEntryModelTXSDetailView(JournalEntryModelTXSDetailViewBase):
     template_name = 'ledger/journal_entry/journal_entry_txs.html'
+    
+
+def ledger_lock_all_journals(request,entity_slug,pk):
+    ledger = LedgerModel.objects.filter(pk=pk).first()
+    if ledger.is_locked():
+        messages.error(request, "Ledger is already locked.")
+        return redirect("journalentry_list", pk=ledger.pk)
+    ledger.lock_journal_entries()
+    ledger.lock()
+    ledger.save()
+    return redirect("journalentry_list", pk=ledger.pk)
+
+def ledger_unlock_all_journals(request,entity_slug,pk):
+    ledger = LedgerModel.objects.filter(pk=pk).first()
+    if not ledger.is_locked():
+        messages.error(request, "Ledger is already Unlocked.")
+        return redirect("journalentry_list", pk=ledger.pk)
+    
+    ledger.unlock()
+    ledger.save()
+    qs = ledger.journal_entries.locked()
+    for je in qs:
+        je.unlock()
+        je.save()
+    return redirect("journalentry_list", pk=ledger.pk)
+
+def ledger_post_all_journals(request,entity_slug,pk):
+    ledger = LedgerModel.objects.filter(pk=pk).first()
+    if ledger.is_posted():
+        messages.error(request, "Ledger is already posted.")
+        return redirect("journalentry_list", pk=ledger.pk)
+    ledger.post_journal_entries()
+    ledger.post()
+    ledger.save()
+    return redirect("journalentry_list", pk=ledger.pk)
+
+def ledger_unpost_all_journals(request,entity_slug,pk):
+    ledger = LedgerModel.objects.filter(pk=pk).first()
+    if not ledger.is_posted():
+        messages.error(request, "Ledger is already Unposted.")
+        return redirect("journalentry_list", pk=ledger.pk)
+    qs = ledger.journal_entries.posted()
+    for je in qs:        
+        je.mark_as_unposted()
+        je.save()
+        
+    ledger.unpost()
+    ledger.save()
+    return redirect("journalentry_list", pk=ledger.pk)

scripts/run.py

@@ -16,6 +16,7 @@ from django_ledger.io.io_core import get_localdate
 from datetime import datetime, timedelta
 from django.utils import timezone
 import hashlib
+from django_ledger.io import roles
 
 User = get_user_model()
 
@@ -152,4 +153,19 @@ def run():
 
     # EntityManagementModel.objects.create(entity=,user=)
     # print(Permission.objects.filter(codename__icontains='customermodel').first().codename)
-    print(os.getenv("DJANGO_ALLOWED_HOSTS"))
+    # print(os.getenv("DJANGO_ALLOWED_HOSTS"))
+    
+    
+    car_makes = CarMake.objects.all()[:1]
+    entity = EntityModel.objects.get(admin__email="ismail.mosa.ibrahim@gmail.com")    
+    coa = entity.get_default_coa()
+    
+    cogs = entity.get_default_coa_accounts().filter(role=roles.COGS).first()
+        
+    for index,make in enumerate(car_makes):
+        code = f"{cogs.code}000{index}"
+        coa_account,account = entity.create_account(name=make.name,code=code,role=roles.COGS,coa_model=coa,balance_type="debit",active=True)
+        account = cogs.add_child(instance=account)
+        account.refresh_from_db()
+        account.save()
+    

templates/inventory/car_detail.html

@@ -7,7 +7,7 @@
     opacity: 0.5;
     pointer-events: none;
   }
-  img {
+  .car_status {
     position: absolute;
     top: 13%;
     left: 90%;
@@ -17,7 +17,6 @@
 {% endblock customCSS %}
 
 {% block content %}
-
 {% if not car.ready %}
   <div class="alert alert-outline-warning d-flex align-items-center" role="alert">
     <i class="fa-solid fa-circle-info fs-6"></i>
@@ -407,7 +406,7 @@
     </div>
   </div>
   {% if car.status == 'sold' %}
-    <img src="{% static 'images/sold.png' %}" width="200" height="100" alt="">
+    <img class="car_status" src="{% static 'images/sold.png' %}" width="200" height="100" alt="">
   {% endif %}
 </div>
 

templates/ledger/journal_entry/journal_entry_list.html

@@ -33,9 +33,25 @@
 
 <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 class="d-flex gap-2">
+        {% if ledger.is_posted %}
+            {% if ledger.is_locked %}
+                <a class="btn btn-sm btn-phoenix-danger" href="{% url 'unlock_all_journals' ledger.entity_slug ledger.pk %} ">{% trans 'UnLock All' %}</a>
+            {% else %}
+                <a class="btn btn-sm btn-phoenix-danger" href="{% url 'lock_all_journals' ledger.entity_slug ledger.pk %} ">{% trans 'Lock All' %}</a>
+            {% endif %}
+        {% endif %}
+        {% if not ledger.is_locked %}
+            {% if ledger.is_posted %}
+            <a class="btn btn-sm btn-phoenix-success" href="{% url 'unpost_all_journals' ledger.entity_slug ledger.pk %} ">{% trans 'UnPost All' %}</a>
+            {% else %}                
+                <a class="btn btn-sm btn-phoenix-success" href="{% url 'post_all_journals' ledger.entity_slug ledger.pk %} ">{% trans 'Post All' %}</a>
+            {% endif %}        
+        {% endif %}        
+        <a href="{% url 'journalentry_create' ledger.pk %}" class="btn btn-sm btn-phoenix-primary">{% trans "Add Journal Entry" %}</a>
+      </div>
+    </div>
   </div>
 
     <div class="table-responsive px-1 scrollbar">
@@ -93,20 +109,18 @@
                                     <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>
+                                    {% if je.can_delete %}
+                                        <a class="dropdown-item" href="{% url 'journalentry_delete' je.pk %}">{% trans "Delete" %}</a>
+                                    {% endif %}
                                 </div>
                             </div>                        
                     </td>
                 </tr>
                 {% empty %}
                 <tr>
-                    <td colspan="6" class="text-center">{% trans "No Bank Accounts Found" %}</td>
+                    <td colspan="8" class="text-center">{% trans "No Bank Accounts Found" %}</td>                    
                 </tr>
                 {% endfor %}
             </tbody>

templates/ledger/ledger/ledger_detail.html

@@ -7,7 +7,6 @@
     <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>

templates/ledger/ledger/ledger_list.html

@@ -25,7 +25,27 @@
                 {% 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>                        
+                        {% if ledger.invoicemodel %}
+                        <a href="{% url 'invoice_detail' ledger.invoicemodel.pk %}">{{ ledger.get_wrapped_model_instance }}</a>
+                        <br>
+                        <small>
+                        {% if ledger.invoicemodel.is_past_due %}
+                        <span class="badge badge-phoenix badge-phoenix-danger">{% trans "Past Due" %}</span>                    
+                            {% elif ledger.invoicemodel.is_approved %}
+                                <span class="badge badge-phoenix badge-phoenix-success">{% trans "Approved" %}</span>
+                            {% elif ledger.invoicemodel.is_canceled %}
+                                <span class="badge badge-phoenix badge-phoenix-secondary">{% trans "Canceled" %}</span>
+                            {% elif ledger.invoicemodel.is_draft %}
+                                <span class="badge badge-phoenix badge-phoenix-warning">{% trans "Draft" %}</span>
+                            {% elif ledger.invoicemodel.is_review %}
+                                <span class="badge badge-phoenix badge-phoenix-info">{% trans "In Review" %}</span>
+                            {% elif ledger.invoicemodel.is_paid %}
+                                <span class="badge badge-phoenix badge-phoenix-success">{% trans "Paid" %}</span>
+                            {% endif %}              
+                        {% elif ledger.billmodel %}
+                        <a href="{% url 'bill_detail' ledger.billmodel.pk %}">{{ ledger.get_wrapped_model_instance }}</a>                                                
+                        {% endif %}
+                        </small>
                     </td>                        
                     <td class="align-middle product white-space-nowrap">
                         <a class="btn btn-sm btn-primary"