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https://github.com/arrobalytics/django-ledger
Django Ledger is a double entry accounting system built on the Django Web Framework.
https://github.com/arrobalytics/django-ledger
accounting bookkeeping cashmanagement django django-application django-framework django-ledger django-project entities finance financial financial-analysis-engine forecasting ledger-journal quickbooks
Last synced: about 2 months ago
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Django Ledger is a double entry accounting system built on the Django Web Framework.
- Host: GitHub
- URL: https://github.com/arrobalytics/django-ledger
- Owner: arrobalytics
- License: gpl-3.0
- Created: 2018-10-29T22:25:37.000Z (almost 6 years ago)
- Default Branch: master
- Last Pushed: 2024-07-24T20:17:43.000Z (about 2 months ago)
- Last Synced: 2024-07-27T16:47:12.016Z (about 2 months ago)
- Topics: accounting, bookkeeping, cashmanagement, django, django-application, django-framework, django-ledger, django-project, entities, finance, financial, financial-analysis-engine, forecasting, ledger-journal, quickbooks
- Language: Python
- Homepage: https://www.djangoledger.com
- Size: 15.4 MB
- Stars: 903
- Watchers: 78
- Forks: 207
- Open Issues: 20
-
Metadata Files:
- Readme: README.md
- License: LICENSE
- Authors: AUTHORS.md
Awesome Lists containing this project
README
### An Accounting, Bookkeeping & Financial Analysis Engine for the Django Framework.
Introducing __Django Ledger__, a powerful double entry accounting system designed for financially driven applications
using the [Django Web Framework](https://www.djangoproject.com). Developed by lead developer Miguel Sanda, this system
offers a simplified, high-level API, making it easier for users to navigate the complexities of accounting.
If you have prior experience with Django, you'll find this software even more effective. And, for those interested
in contributing, consider joining our new discord channel for further collaboration and discussions.
### Questions? Join our Discord Channel [Here](https://discord.gg/c7PZcbYgrc)
### Documentation
Access the latest documentation and QuickStart guide [here](https://django-ledger.readthedocs.io/en/latest/).
Also, you may download the QuickStart Jupyter Notebook
[here](https://github.com/arrobalytics/django-ledger/blob/develop/notebooks/QuickStart%20Notebook.ipynb).
# Main Features
- High Level API.
- Double entry accounting system.
- Multiple 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).
- Self-contained Ledgers, Journal Entries & Transactions.
- Basic OFX & QFX file import.
- Closing Entries.
- Items, lists & inventory management.
- Unit of Measures.
- Bank Accounts Information.
- Django Admin Classes.
- Built In Entity Management UI.
## Need a new feature or report a bug?
Feel free to initiate an Issue describing your new feature request.
# Want to contribute?
Finance and Accounting is a complicated subject. Django Ledger stands out from other Django projects due to its focus
on providing a developer-friendly accounting engine and a reliable, extensible API for financially driven applications.
The project requires expertise in Python, Django programming, finance, and accounting. In essence, the project is
seeking assistance from individuals with the specific skill set needed to contribute effectively.
The project is actively seeking contributors with financial and/or accounting experience. Prior accounting experience
is a big plus for potential contributors. If you have the relevant experience and want to contribute, feel free to
reach out to me or submit your pull request.
You can find the contribution guidelines at the specified link.
The project welcomes anyone interested in making a contribution.
See __[contribution guidelines](https://github.com/arrobalytics/django-ledger/blob/develop/Contribute.md)__.
# Installation
Django Ledger is a [Django](https://www.djangoproject.com/) application. If you haven't, you need working knowledge of
Django and a working Django project before you can use Django Ledger. A good place to start
is [here](https://docs.djangoproject.com/en/4.2/intro/tutorial01/#creating-a-project).
Make sure you refer to the django version you are using.
The easiest way to start is to use the zero-config Django Ledger starter template. See
details [here](https://github.com/arrobalytics/django-ledger-starter). Otherwise, you may create your
project from scratch.
To create a new Django Ledger project:
* Make sure you have the latest version of python [here](https://www.python.org/) (recommended).
* Install Django:
```shell
pip install django
```
* Install Python [Pipenv](https://pipenv.pypa.io/en/latest/) (python package manager):
```shell script
pip install pipenv
```
* Go to your desired development folder and create a new django project:
```shell
django-admin startproject django_ledger_project && cd django_ledger_project
```
* Install Django on you virtual environment.
```shell
pipenv install django
```
* Install Django Ledger
```shell script
pipenv install django-ledger[graphql,pdf]
```
* Activate your new virtual environment:
```shell
pipenv shell
```
* Add django_ledger to INSTALLED_APPS in you new Django Project.
```python
INSTALLED_APPS = [
...,
'django_ledger',
...,
]
```
* Perform database migrations:
```shell
python manage.py migrate
```
* Add Django SuperUser and follow the prompts.
```shell
python manage.py createsuperuser
```
* Add URLs to your project's __urls.py__:
```python
from django.urls import include, path
urlpatterns = [
...,
path('ledger/', include('django_ledger.urls', namespace='django_ledger')),
...,
]
```
* Run your project:
```shell
python manage.py runserver
```
* Navigate to Django Ledger root view assigned in your project urlpatterns setting (
typically http://127.0.0.1:8000/ledger
if you followed this installation guide).
* Use your superuser credentials to login.
# 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
```
# How To Set Up Django Ledger for Development using Docker
1. Navigate to your projects directory.
2. Give executable permissions to entrypoint.sh
```shell
sudo chmod +x entrypoint.sh
```
3. Add host '0.0.0.0' into ALLOWED_HOSTS in settings.py.
4. Build the image and run the container.
```shell
docker compose up --build
```
5. Add Django Superuser by running command in seprate terminal
```shell
docker ps
```
Select container id of running container and execute following command
```shell
docker exec -it containerId /bin/sh
```
```shell
python manage.py createsuperuser
```
6. Navigate to http://0.0.0.0:8000/ on browser.
# Run Test Suite
After setting up your development environment you may run tests.
```shell
python manage.py test django_ledger
```
# Screenshots
# Financial Statements Screenshots
