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elarroba and others added 22 commits March 25, 2025 20:16
Implemented dynamic page titles and subtitles for account pages by overriding `get_context_data`. Updated template text and classes for greater consistency, including standardizing icon colors for active, locked, and default roles.
… `{% currency_symbol %}` tag to render the correct symbol when `DJANGO_LEDGER_CURRENCY_SYMBOL` is other than default ("$"). (#265)
Clarified the types of pull requests that are encouraged, emphasizing those that address bug fixes, enhancements, or valuable additions. Added a note discouraging submissions focused only on cosmetic changes like linting or refactoring.
Adjusted `ManyToManyField` relationships in `BillModel`, `InvoiceModel`, and `PurchaseOrderModel` to include `through` and `through_fields` for `ItemTransactionModel`. Incremented package version to `0.7.8`.
…FX standards

- Introduced `bank_account_type` field in `BankAccountModel` with predefined choices.
- Added methods to retrieve routing number, account type, and account type validation in `OFXImport` class.
- Enhanced account queries with a new `.cash()` method to filter accounts with `ASSET_CA_CASH` role.
- Updated indexing and unique constraints for `BankAccountModel`.
- Replaced `BankAccountModel.BANK_ACCOUNT_TYPES` with explicit OFX types.
- Renamed `ACCOUNT_TYPE_ROLE_MAPPING` to `ACCOUNT_TYPE_DEFAULT_ROLE_MAPPING`.
- Centralized OFX type mappings in `ACCOUNT_TYPE_OFX_MAPPING`.
- Removed `bank_account_type` field from `BankAccountModel`.
- Added `get_account_type_from_ofx` method for retrieving account type from OFX data.
- Introduced `financial_institution` field in account mixin for storing bank details.
- Added `get_account_last_digits` utility for partial account number retrieval.
- Implemented `can_hide` and `can_unhide` methods in `BankAccountModel`.
- Renamed `get_account_type` to `get_ofx_account_type` for clarity in OFX implementation.
- Added `get_account_type` method to map OFX account types to internal account types.
- Introduced `get_routing_last_digits` method for masked routing number retrieval.
- Improved handling of missing account and routing numbers in utility methods.
# Conflicts:
#	django_ledger/__init__.py
#	pyproject.toml
Sort node issue fix
* Add customer and vendor code fields, picture upload functionality, and UI improvements

- Introduced `customer_code` and `vendor_code` fields for user-defined unique codes in `CustomerModel` and `VendorModel`.
- Added support for customer and vendor picture uploads with specified upload paths.
- Updated migration `0023` to reflect the new fields and modifications.
- Improved UI consistency in templates and added icons for enhanced usability.
- Updated `pyproject.toml` to bump version to `0.7.10`.

* Bump version to 0.7.10.
- IO Core Bugfixes.
- BillModel and InvoiceModel now have a ForeignKey to EntityModel for easier access to EntityModel.

- pre_save hook has been implemented to populate field from associated ledger model.
@elarroba elarroba self-assigned this Aug 26, 2025
@elarroba elarroba merged commit f8f4e8f into master Aug 26, 2025
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4 participants