228 lines
6.5 KiB
Markdown
228 lines
6.5 KiB
Markdown
# mia-accounting
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The Django Accounting application.
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## Description
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`mia-accounting` is a Django accounting application. It was a re-write of my
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own private accounting application written in Perl for `mod_perl` in 2007. The
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revision aims to be mobile-friendly with Bootstrap, with a modern back-end
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framework and front-end technology like jQuery. The first revision was in
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Perl / Mojolicious in 2019. This is the second revision in Python / Django
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in 2020.
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`mia-accounting` comes with two parts:
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* The `accounting` application contains the main accounting application.
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* The `mia_core` application contains core shared libraries that are used by the
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accounting application and my other applications.
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You may try it in live demonstration at
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https://accounting.imacat.idv.tw/accounting .
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* Username: `admin`
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* Password: `12345`
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## Installation
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### Install
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`mia-accounting` requires Python 3.6 or above to work.
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Install `mia-accounting` with `pip`.
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```
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pip install mia-accounting
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```
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### `settings.py`
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Add these two applications in the `INSTALL_APPS` section of your `settings.py`.
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```
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INSTALLED_APPS = [
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'mia_core.apps.MiaCoreConfig',
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'accounting.apps.AccountingConfig',
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...
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]
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```
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Make sure the locale middleware is in the `MIDDLEWARE` section of your
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`settings.py`, and add it if it is not added yet.
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```
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MIDDLEWARE = [
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...
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'django.middleware.locale.LocaleMiddleware',
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...
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]
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```
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### `urls.py`
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Add the `accounting` application in the `urlpatterns` of your `urls.py`.
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```
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urlpatterns = [
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...
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path('accounting/', decorator_include(login_required, 'accounting.urls')),
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...
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]
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```
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Make sure `i18n` and `jsi18n` are also in the `urlpatterns` of your `urls.py`,
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and add them if they are not added yet.
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```
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urlpatterns = [
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...
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path('i18n/', include("django.conf.urls.i18n")),
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path('jsi18n/', JavaScriptCatalog.as_view(), name='javascript-catalog'),
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...
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]
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```
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### `base.html`
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Add the following to the very beginning of your base template
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`base.html`, before your first real HTML tag.
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```
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{% load mia_core %}
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{% init_libs %}
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{% block settings %}{% endblock %}
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```
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Add the CSS and JavaScripts in the `<head>...</head>` section of your
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base template `base.html`.
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```
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{% for css in libs.css %}
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<link rel="stylesheet" type="text/css" href="{% if css|is_static_url %}{% static css %}{% else %}{{ css }}{% endif %}" />
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{% endfor %}
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{% for js in libs.js %}
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<script src="{% if js|is_static_url %}{% static js %}{% else %}{{ js }}{% endif %}"></script>
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{% endfor %}
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```
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### Database Initialization
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Run the management commands to initialize the database.
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```
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./manage.py makemigrations
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./manage.py migrate accounting
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./manage.py accounting_accounts
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```
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Optionally you can populate the database with some sample data.
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```
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./manage.py accounting_sample
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```
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### Restart Your Web Project
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## Advanced Settings
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The following advanced settings are available in `settings.py`.
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```
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# Settings for the accounting application
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ACCOUNTING = {
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# The default cash acount, for ex., "0" (current assets and liabilities),
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# "1111" (cash on hand), "1113" (cash in banks) or any
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"DEFAULT_CASH_ACCOUNT": "1111",
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# The shortcut cash accounts
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"CASH_SHORTCUT_ACCOUNTS": ["0", "1111"],
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# The default ledger account
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"DEFAULT_LEDGER_ACCOUNT": "1111",
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# The payable accounts to track
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"PAYABLE_ACCOUNTS": ["2141"],
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# The asset accounts to track
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"EQUIPMENT_ACCOUNTS": ["1441"],
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}
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# The local static CSS and JavaScript libraries
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# The default is to use the libraries from CDN. You may set them to use the
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# local static copies of these libraries
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STATIC_LIBS = {
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"jquery": {"css": [], "js": ["jquery/jquery-3.5.1.min.js"]},
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"bootstrap4": {"css": ["bootstrap4/css/bootstrap.min.css"],
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"js": ["bootstrap4/js/bootstrap.bundle.min.js"]},
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"font-awesome-5": {"css": ["font-awesome-5/css/all.min.css"],
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"js": []},
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"bootstrap4-datatables": {
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"css": ["datatables/css/jquery.dataTables.min.css",
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"edatatables/css/dataTables.bootstrap4.min.css"],
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"js": ["datatables/js/jquery.dataTables.min.js",
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"datatables/js/dataTables.bootstrap4.min.js"]},
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"jquery-ui": {"css": ["jquery-ui/jquery-ui.min.css"],
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"js": ["jquery-ui/jquery-ui.min.js"]},
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"bootstrap4-tempusdominus": {
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"css": [("tempusdominus-bootstrap-4/css/"
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"tempusdominus-bootstrap-4.min.css")],
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"js": ["moment/moment-with-locales.min.js",
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("tempusdominus-bootstrap-4/js/"
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"tempusdominus-bootstrap-4.min.js")]},
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"decimal.js": {"css": [], "js": ["decimal/decimal.min.js"]},
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}
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# The default static stylesheets to include. Default is none.
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DEFAULT_CSS = ["css/app.css"]
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# The default static JavaScript to include. Default is none.
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DEFAULT_JS = ["js/app.js"]
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# The regular accounts in the summary helper. They should be lists of tuples
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# of (generic title, title format, account code).
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#
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# The following variables are available. Variables are surrounded in brackets.
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#
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# month_no: The numeric month of the current date
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# month_name: The month name of the current date
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# last_month_no: The numeric previous month of the current date
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# last_month_name: The previous month name of the current date
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# last_bimonthly_from_no: The first month number of the last bimonthly period
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# last_bimonthly_from_name: The first month name of the last bimonthly period
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# last_bimonthly_to_no: The second month number of the last bimonthly period
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# last_bimonthly_to_name: The second month name of the last bimonthly period
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#
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REGULAR_ACCOUNTS = {
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"debit": [
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("Rent", "Rent for (month_name)", "6252"),
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("Gas bill",
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"Gas bill for (last_bimonthly_from_name)-(last_bimonthly_to_name)",
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"6261"),
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],
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"credit": [
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("Payroll", "Payroll for (last_month_name)", "46116"),
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],
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}
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```
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## Bugs and Supports
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The `mia-accounting` project is hosted on GitHub.
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https://github.com/imacat/mia-accounting
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Address all bugs and support requests to imacat@mail.imacat.idv.tw.
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## Copyright
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```
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Copyright (c) 2020 imacat.
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Licensed under the Apache License, Version 2.0 (the "License");
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you may not use this file except in compliance with the License.
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You may obtain a copy of the License at
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http://www.apache.org/licenses/LICENSE-2.0
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Unless required by applicable law or agreed to in writing, software
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distributed under the License is distributed on an "AS IS" BASIS,
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WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
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See the License for the specific language governing permissions and
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limitations under the License.
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```
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