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django-ledger-0.5.2.9


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توضیحات

Bookkeeping & Financial analysis backend for Django. Balance Sheet, Income Statements, Chart of Accounts, Entities
ویژگی مقدار
سیستم عامل -
نام فایل django-ledger-0.5.2.9
نام django-ledger
نسخه کتابخانه 0.5.2.9
نگهدارنده []
ایمیل نگهدارنده ['Miguel Sanda <msanda@arrobalytics.com>']
نویسنده -
ایمیل نویسنده Miguel Sanda <msanda@arrobalytics.com>
آدرس صفحه اصلی -
آدرس اینترنتی https://pypi.org/project/django-ledger/
مجوز GPLv3 License
![django ledger logo](https://us-east-1.linodeobjects.com/django-ledger/logo/django-ledger-logo@2x.png) ### An Accounting, Bookkeeping & Financial Analysis Engine for the Django Framework. __Django Ledger__ is a double entry accounting system based on the [Django Web Framework](https://www.djangoproject.com), which aims to power financially driven applications by removing the complexity of the accounting domain into a simple, high-level API. _Prior experience with Django is required to more effectively use this software_. __Django Ledger__ was created and is currently maintained and developed by lead developer Miguel Sanda. If you want to contribute please consider joining our new discord channel here. ### Join our Discord Channel [Here](https://discord.gg/PEugR227) The software is still in early stages of development. For more information, please check the [Roadmap](https://github.com/arrobalytics/django-ledger/blob/develop/ROADMAP.md). ### How long until all features are implemented? Finance and Accounting is a complicated subject. Django Ledger is different from other Django projects as it aims to provide a developer-friendly accounting engine while providing a reliable and extensible API to power financially driven applications. This project in particular, not only requires Python AND Django programming experience, but also finance and accounting experience. So, that's the long way of saying, we need your help! Join our Discord Channel [here](https://discord.gg/PEugR227) to learn more. __This project can greatly benefit from contributions towards Documentation and Unit Tests.__ __This is the best way to get started twith this project if you are not familiar with the models.__ ### Documentation Access the latest documentation [here](https://django-ledger.readthedocs.io/en/latest/). Django Ledger supports: - Double entry accounting. - Hierarchical Chart of Accounts. - Financial Statements (Income Statement, Balance Sheet & Cash Flow Statement). - Purchase Orders, Sales Orders (Estimates), Bills and Invoices. - Automatic financial ratio & insight calculations. - Multi tenancy (multiple companies/users/clients). - Hierarchical entity management (for consolidated financial statements - v0.9). - Self-contained Ledgers, Journal Entries & Transactions. - Basic OFX & QFX file import. - Bills & Invoices with optional cash/accrual functionality. - Basic navigational templates. - Entity administration & entity manager support. - Items, lists & inventory management. - Unit of Measures. - Bank Accounts. # Roadmap to Version 1.0. ### ~~Version 0.4~~ *completed* * __0.4.0__: Items, resources and & lists for bills & invoices itemization: * __0.4.0__: Enhance and optimize Django Ledger the random data generation functionality to properly populate relevant random data for testing. * __0.4.1__: Entity internal organizations, department, branches, etc. * __0.4.2__: Custom Accounting Periods. * __0.4.3__: Purchase Order Model implementation. * Bugfixes & UI/UX Enhancements. ### Version 0.5 More details available in the [Django Ledger v0.5 Page](https://www.arrobalytics.com/blog/2021/12/07/django-ledger-v05/) . * __0.5.0__: Inventory tracking. * Average Cost. * __0.5.1__: Customer estimates & contract tracking. * Link Estimate/PO/Bill/Invoice workflow. * Journal Entry activity determination & validation (for cash flow). * __0.5.2__: Cash flow statement. * Human Readable Journal Entry document numbers. * Hierarchical Account Model Management. * Generate all Django Ledger Model documentation. * __0.5.3__: Closing entries, snapshots & trial balance import. * Chart of Accounts Import. * Trial Balance Import. * Closing entries and snapshots. * Balance Sheet Statement, Income Statement & Cash Flow Statement API & PDF report export. * GraphQL API. * __0.5.4__: Testing framework implementation that will include: * Unit tests using the [Built-in Django](https://docs.djangoproject.com/en/3.1/topics/testing/) unit test modules. * Behavioral Driven Testing using [behave](https://behave.readthedocs.io/en/latest/) library. * __Need help!!!! If you want to contribute PLEASE ADD UNIT TESTS!!!__ * Start creating basic package documentation via [Sphinx](https://www.sphinx-doc.org/en/master/) * Document code and functions within code base. * Generate HTML documentation. * Work with Accountants, Subject Experts and Developers to define an initial list of Unit Tests to validate output __( help needed!)__. * Update package and code documentation. * Bugfixes & UI/UX Enhancements. ### Version 0.6 * Credit Line Models. * Time tracking. * Transaction tagging. * Update package and code documentation. * Bugfixes & UI/UX Enhancements. ### Version 0.7 * Currency Models implementation as a way to define EntityModel default currency. * Produce financial statements in different currencies. * Update package and code documentation. * Bugfixes & UI/UX Enhancements. ### Version 0.8 * User roles and permissions on views to support read/write permissions for assigned managers to entities. * Customer jobs & job tracking. * Client proposals & estimates. * User preferences and settings & account creation views. * Update package and code documentation. ### Version 0.9 * Enable Hierarchical Entity structures via MPTT. * Consolidated financial statements. * Intercompany transactions. * Update package and code documentation. ### Version 1.0 * Complete Internationalization of all user-related fields. *** Roadmap subject to change based on user feedback and backlog priorities. # Want to contribute? __This project is actively looking for contributors. Any financial and/or accounting experience is a big plus.__ If you have prior accounting experience and want to contribute, don't hesitate to contact me. See __[contribution guidelines](https://github.com/arrobalytics/django-ledger/blob/develop/Contribute.md)__. # Contrib Packages * GraphQL API - See details [here.](https://github.com/arrobalytics/django-ledger/tree/develop/django_ledger/contrib/django_ledger_graphql) ## Quick Start Django Ledger comes with a default CoA ready to use, or you could use your own. Make sure to select the appropriate option when creating new entities. * Install Django Ledger ```shell script pip install django-ledger ``` To install Django Virtual Environment ```pip install pipenv``` * Or with pipenv: ```shell script pipenv install django-ledger ``` * Add django_ledger to INSTALLED_APPS ```python INSTALLED_APPS = [ ..., 'django_ledger', ..., ] ``` * Add URLs to your project: ```python from django.urls import include, path urlpatterns = [ ..., path('ledger/', include('django_ledger.urls', namespace='django_ledger')), ..., ] ``` * Add Django SuperUser if necessary. ```shell python manage.py createsuperuser ``` * Navigate to Django Ledger root view assigned in your project urlpattern setting. * Use your user credentials. # How To Set Up Django Ledger for Development Django Ledger comes with a basic development environment already configured under __dev_env/__ folder not to be used for production environments. If you want to contribute to the project perform the following steps: 1. Navigate to your projects directory. 2. Clone the repo from github and CD into project. ```shell git clone https://github.com/arrobalytics/django-ledger.git && cd django-ledger ``` 3. Install PipEnv, if not already installed: ```shell pip install -U pipenv ``` 4. Create virtual environment. ```shell pipenv install ``` If using a specific version of Python you may specify the path. ```shell pipenv install --python PATH_TO_INTERPRETER ``` 5. Activate environment. ```shell pipenv shell ``` 6. Apply migrations. ```shell python manage.py migrate ``` 7. Create a Development Django user. ```shell python manage.py createsuperuser ``` 8. Run development server. ```shell python manage.py runserver ``` # Run Test Suite After setting up your development environment you may run tests. ```shell python manage.py test django_ledger ``` # Screenshots ![django ledger entity dashboard](https://us-east-1.linodeobjects.com/django-ledger/public/img/django_ledger_entity_dashboard.png) ![django ledger balance sheet](https://us-east-1.linodeobjects.com/django-ledger/public/img/django_ledger_income_statement.png) ![django ledger income statement](https://us-east-1.linodeobjects.com/django-ledger/public/img/django_ledger_balance_sheet.png) ![django ledger bill](https://us-east-1.linodeobjects.com/django-ledger/public/img/django_ledger_bill.png) ![django ledger invoice](https://us-east-1.linodeobjects.com/django-ledger/public/img/django_ledger_invoice.png)


نیازمندی

مقدار نام
>=2.2 django
>=4.5.1 django-treebeard
>=15.3.3 faker
>=3.4.1 markdown
>=0.9.5 ofxtools
>=9.3.0 pillow
>=1.3 text-unidecode
>=2.8.2 python-dateutil
>=1.16.0 six
>=0.4.3 sqlparse
>=3.5.2 asgiref
>=2022.2 tzdata
~=4.5.0 sphinx
~=1.2.6 behave
- pipenv-setup
- pylint
- furo


زبان مورد نیاز

مقدار نام
>=3.7 Python


نحوه نصب


نصب پکیج whl django-ledger-0.5.2.9:

    pip install django-ledger-0.5.2.9.whl


نصب پکیج tar.gz django-ledger-0.5.2.9:

    pip install django-ledger-0.5.2.9.tar.gz