v0.7.10

django_ledger/__init__.py

@@ -6,7 +6,7 @@
 default_app_config = 'django_ledger.apps.DjangoLedgerConfig'
 
 """Django Ledger"""
-__version__ = '0.7.9'
+__version__ = '0.7.10'
 __license__ = 'GPLv3 License'
 
 __author__ = 'Miguel Sanda'

django_ledger/forms/account.py

@@ -13,7 +13,7 @@
 from treebeard.forms import MoveNodeForm
 
 from django_ledger.io import ACCOUNT_CHOICES_NO_ROOT
-from django_ledger.models import ChartOfAccountModel, EntityModel
+from django_ledger.models import ChartOfAccountModel
 from django_ledger.models.accounts import AccountModel
 from django_ledger.settings import DJANGO_LEDGER_FORM_INPUT_CLASSES
 
@@ -24,8 +24,6 @@ class AccountModelCreateForm(ModelForm):
 
     Attributes
     ----------
-    ENTITY_MODEL : Model
-        The entity model being used in the form.
     COA_MODEL : Model
         The Chart of Account Model being used in the form.
     """

django_ledger/forms/customer.py

@@ -23,6 +23,7 @@ class Meta:
         model = CustomerModel
         fields = [
             'customer_name',
+            'customer_code',
             'address_1',
             'address_2',
             'city',
@@ -43,6 +44,10 @@ class Meta:
             'customer_name': TextInput(attrs={
                 'class': DJANGO_LEDGER_FORM_INPUT_CLASSES
             }),
+            'customer_code': TextInput(attrs={
+                'class': DJANGO_LEDGER_FORM_INPUT_CLASSES,
+                'placeholder': 'Ex: CDR-78987-2025...'
+            }),
             'address_1': TextInput(attrs={
                 'class': DJANGO_LEDGER_FORM_INPUT_CLASSES
             }),

django_ledger/forms/vendor.py

@@ -22,6 +22,7 @@ class Meta:
         model = VendorModel
         fields = [
             'vendor_name',
+            'vendor_code',
             'address_1',
             'address_2',
             'city',
@@ -39,6 +40,10 @@ class Meta:
             'vendor_name': TextInput(attrs={
                 'class': DJANGO_LEDGER_FORM_INPUT_CLASSES
             }),
+            'vendor_code': TextInput(attrs={
+                'class': DJANGO_LEDGER_FORM_INPUT_CLASSES,
+                'placeholder': 'Ex: GRB-67987-2025...'
+            }),
             'address_1': TextInput(attrs={
                 'class': DJANGO_LEDGER_FORM_INPUT_CLASSES
             }),

django_ledger/migrations/0023_customermodel_customer_code_customermodel_picture_and_more.py

@@ -0,0 +1,51 @@
+# Generated by Django 5.2.1 on 2025-08-22 19:05
+
+import django.db.models.deletion
+import django_ledger.models.customer
+import django_ledger.models.vendor
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('django_ledger', '0022_bankaccountmodel_financial_institution_and_more'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='customermodel',
+            name='customer_code',
+            field=models.SlugField(blank=True, null=True, unique=True, verbose_name='User defined customer code'),
+        ),
+        migrations.AddField(
+            model_name='customermodel',
+            name='picture',
+            field=models.ImageField(blank=True, null=True, upload_to=django_ledger.models.customer.customer_picture_upload_to),
+        ),
+        migrations.AddField(
+            model_name='vendormodel',
+            name='picture',
+            field=models.ImageField(blank=True, null=True, upload_to=django_ledger.models.vendor.vendor_picture_upload_to),
+        ),
+        migrations.AddField(
+            model_name='vendormodel',
+            name='vendor_code',
+            field=models.SlugField(blank=True, null=True, verbose_name='User defined vendor code.'),
+        ),
+        migrations.AlterField(
+            model_name='customermodel',
+            name='customer_number',
+            field=models.CharField(editable=False, help_text='System generated customer number.', max_length=30, verbose_name='Customer Number'),
+        ),
+        migrations.AlterField(
+            model_name='vendormodel',
+            name='entity_model',
+            field=models.ForeignKey(editable=False, on_delete=django.db.models.deletion.CASCADE, to='django_ledger.entitymodel', verbose_name='Vendor Entity'),
+        ),
+        migrations.AlterField(
+            model_name='vendormodel',
+            name='vendor_number',
+            field=models.CharField(blank=True, editable=False, help_text='System generated vendor number.', max_length=30, null=True, verbose_name='Vendor Number'),
+        ),
+    ]

django_ledger/models/customer.py

@@ -6,18 +6,32 @@
 created before it can be assigned to the InvoiceModel. Only customers who are active can be assigned to new Invoices.
 """
 
+import os
 from uuid import uuid4
 
 from django.core.exceptions import ObjectDoesNotExist
 from django.db import models, transaction, IntegrityError
 from django.db.models import Q, F, QuerySet, Manager
+from django.utils.text import slugify
 from django.utils.translation import gettext_lazy as _
 
 from django_ledger.models.mixins import ContactInfoMixIn, CreateUpdateMixIn, TaxCollectionMixIn
 from django_ledger.models.utils import lazy_loader
 from django_ledger.settings import DJANGO_LEDGER_DOCUMENT_NUMBER_PADDING, DJANGO_LEDGER_CUSTOMER_NUMBER_PREFIX
 
 
+def customer_picture_upload_to(instance, filename):
+    """
+    Stores pictures under: customer_pictures/<customer_number>/<sanitized-filename>.<ext>
+    """
+    if not instance.customer_number:
+        instance.generate_customer_number(commit=False)
+    customer_number = instance.customer_number
+    name, ext = os.path.splitext(filename)
+    safe_name = slugify(name)
+    return f'customer_pictures/{customer_number}/{safe_name}{ext.lower()}'
+
+
 class CustomerModelQueryset(QuerySet):
     """
     A custom defined QuerySet for the CustomerModel. This implements multiple methods or queries needed to get a
@@ -170,15 +184,24 @@ class CustomerModelAbstract(ContactInfoMixIn, TaxCollectionMixIn, CreateUpdateMi
     """
 
     uuid = models.UUIDField(default=uuid4, editable=False, primary_key=True)
+    customer_code = models.SlugField(
+        max_length=50,
+        unique=True,
+        null=True,
+        blank=True,
+        verbose_name='User defined customer code'
+    )
     customer_name = models.CharField(max_length=100)
-    customer_number = models.CharField(max_length=30, editable=False, verbose_name=_('Customer Number'))
+    customer_number = models.CharField(max_length=30, editable=False, verbose_name=_('Customer Number'),
+                                       help_text='System generated customer number.')
     entity_model = models.ForeignKey('django_ledger.EntityModel',
                                      editable=False,
                                      on_delete=models.CASCADE,
                                      verbose_name=_('Customer Entity'))
     description = models.TextField()
     active = models.BooleanField(default=True)
     hidden = models.BooleanField(default=False)
+    picture = models.ImageField(upload_to=customer_picture_upload_to, null=True, blank=True)
 
     additional_info = models.JSONField(null=True, blank=True, default=dict)
 

django_ledger/models/vendor.py

@@ -10,19 +10,29 @@
 whether temporarily or indefinitely may be flagged as inactive (i.e. active is False). Hidden Vendors will not show up
 as an option in the UI, but can still be used programmatically (via API).
 """
-
+import os
 from uuid import uuid4
 
 from django.core.exceptions import ObjectDoesNotExist, ValidationError
 from django.db import models, transaction, IntegrityError
-from django.db.models import Q, F, QuerySet
+from django.db.models import Q, F, QuerySet, Manager
+from django.utils.text import slugify
 from django.utils.translation import gettext_lazy as _
 
 from django_ledger.models.mixins import ContactInfoMixIn, CreateUpdateMixIn, FinancialAccountInfoMixin, TaxInfoMixIn
 from django_ledger.models.utils import lazy_loader
 from django_ledger.settings import DJANGO_LEDGER_DOCUMENT_NUMBER_PADDING, DJANGO_LEDGER_VENDOR_NUMBER_PREFIX
 
 
+def vendor_picture_upload_to(instance, filename):
+    if not instance.customer_number:
+        instance.generate_customer_number(commit=False)
+    vendor_number = instance.customer_number
+    name, ext = os.path.splitext(filename)
+    safe_name = slugify(name)
+    return f'vendor_pictures/{vendor_number}/{safe_name}{ext.lower()}'
+
+
 class VendorModelValidationError(ValidationError):
     pass
 
@@ -83,7 +93,7 @@ def visible(self) -> QuerySet:
         )
 
 
-class VendorModelManager(models.Manager):
+class VendorModelManager(Manager):
     """
     Custom defined VendorModel Manager, which defines many methods for initial query of the Database.
     """
@@ -173,15 +183,27 @@ class VendorModelAbstract(ContactInfoMixIn,
 
     """
     uuid = models.UUIDField(default=uuid4, editable=False, primary_key=True)
-    vendor_number = models.CharField(max_length=30, null=True, blank=True)
+    vendor_code = models.SlugField(
+        max_length=50,
+        null=True,
+        blank=True,
+        verbose_name='User defined vendor code.'
+    )
+    vendor_number = models.CharField(max_length=30,
+                                     null=True,
+                                     blank=True,
+                                     editable=False,
+                                     verbose_name=_('Vendor Number'), help_text='System generated vendor number.')
     vendor_name = models.CharField(max_length=100)
 
     entity_model = models.ForeignKey('django_ledger.EntityModel',
                                      on_delete=models.CASCADE,
-                                     verbose_name=_('Vendor Entity'))
+                                     verbose_name=_('Vendor Entity'),
+                                     editable=False)
     description = models.TextField()
     active = models.BooleanField(default=True)
     hidden = models.BooleanField(default=False)
+    picture = models.ImageField(upload_to=vendor_picture_upload_to, null=True, blank=True)
 
     additional_info = models.JSONField(null=True, blank=True, default=dict)
 
@@ -215,7 +237,7 @@ def can_generate_vendor_number(self) -> bool:
         Returns
         -------
         bool
-            True if vendor number can be generated, else False.
+            True if the vendor number can be generated, else False.
         """
         return all([
             self.entity_model_id,

django_ledger/templates/django_ledger/customer/tags/customer_table.html

@@ -8,6 +8,7 @@
             <th class="has-text-centered">{% trans 'Customer Number' %}</th>
             <th class="has-text-centered">{% trans 'Customer' %}</th>
             <th class="has-text-centered">{% trans 'Address' %}</th>
+            <th class="has-text-centered">{% trans 'Customer Code' %}</th>
             <th class="has-text-centered">{% trans 'Active' %}</th>
             <th class="has-text-centered">{% trans 'Hidden' %}</th>
             <th class="has-text-centered">{% trans 'Actions' %}</th>
@@ -19,6 +20,7 @@
                 <td>{{ customer.customer_number }}</td>
                 <td>{{ customer.customer_name }}</td>
                 <td>{{ customer.address_1 }}</td>
+                <td>{% if customer.customer_code %}{{ customer.customer_code }}{% endif %}</td>
                 <td>
                     {% if customer.active %}
                         <span class="icon has-text-success-dark">

django_ledger/templates/django_ledger/entity/entity_dashboard.html

@@ -47,8 +47,8 @@
     <section class="hero is-light is-bold is-small">
         <div class="hero-body">
             <div class="container">
-                <h1 class="title">{% trans 'Receivables' %}</h1>
-                <h2 class="subtitle">
+                <h1 class="is-size-2 is-bold">{% trans 'Receivables' %}</h1>
+                <h2 class="is-size-5 has-text-weight-light">
                     <span class="icon">{% icon "ic:baseline-business" 16 %}</span>{{ entity.name }}</h2>
             </div>
         </div>
@@ -80,8 +80,8 @@ <h2 class="subtitle">
     <section class="hero is-light is-bold is-small">
         <div class="hero-body">
             <div class="container">
-                <h1 class="title">{% trans 'Payables' %}</h1>
-                <h2 class="subtitle">
+                <h1 class="is-size-2 is-bold">{% trans 'Payables' %}</h1>
+                <h2 class="is-size-5 has-text-weight-light">
                     <span class="icon">{% icon "ic:baseline-business" 16 %}</span>{{ entity.name }}</h2>
             </div>
         </div>

django_ledger/templates/django_ledger/includes/page_header.html

@@ -19,9 +19,9 @@
                         </div>
                     {% endif %}
                     <div class="column is-9">
-                        <h1 class="title has-text-weight-light">{{ header_title }}</h1>
+                        <h1 class="is-size-2 is-bold">{{ header_title }}</h1>
                         {% if header_subtitle %}
-                            <h2 class="subtitle">{{ header_subtitle }}</h2>
+                            <h2 class="is-size-5 has-text-weight-light">{{ header_subtitle }}</h2>
                         {% endif %}
                     </div>
                 </div>

django_ledger/templates/django_ledger/vendor/tags/vendor_table.html

@@ -9,6 +9,7 @@
             <th class="has-text-centered">{% trans 'Vendor Number' %}</th>
             <th class="has-text-centered">{% trans 'Vendor' %}</th>
             <th class="has-text-centered">{% trans 'Address' %}</th>
+            <th class="has-text-centered">{% trans 'Code' %}</th>
             <th class="has-text-centered">{% trans 'Active' %}</th>
             <th class="has-text-centered">{% trans 'Hidden' %}</th>
             <th class="has-text-centered">{% trans 'Actions' %}</th>
@@ -20,6 +21,7 @@
                 <td>{{ vendor.vendor_number }}</td>
                 <td>{{ vendor.vendor_name }}</td>
                 <td>{{ vendor.address_1 }}</td>
+                <td>{% if vendor.vendor_code %}{{ vendor.vendor_code }}{% endif %}</td>
                 <td>
                     {% if vendor.active %}
                         <span class="icon has-text-success-dark">
@@ -31,6 +33,7 @@
                                     </span>
                     {% endif %}
                 </td>
+
                 <td>
                     {% if vendor.hidden %}
                         <span class="icon has-text-success-dark">