Initial commit: standalone Django accounting API with admin JWT authorization
Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
Shayan Azadi
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accounting/serializers.py
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220
accounting/serializers.py
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from django.db import transaction
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from rest_framework import serializers
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from .models import (
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Account,
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CompanySettings,
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Employee,
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Invoice,
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InvoiceLine,
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Party,
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Payslip,
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Product,
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TreasuryTxn,
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Voucher,
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VoucherLine,
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)
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class AccountSerializer(serializers.ModelSerializer):
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parentId = serializers.PrimaryKeyRelatedField(
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source='parent', queryset=Account.objects.all(), allow_null=True, required=False
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)
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isGroup = serializers.BooleanField(source='is_group', required=False)
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openingBalance = serializers.FloatField(source='opening_balance', required=False)
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class Meta:
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model = Account
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fields = ['id', 'code', 'name', 'type', 'parentId', 'isGroup', 'openingBalance']
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class PartySerializer(serializers.ModelSerializer):
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economicCode = serializers.CharField(source='economic_code', required=False, allow_blank=True)
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openingBalance = serializers.FloatField(source='opening_balance', required=False)
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class Meta:
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model = Party
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fields = ['id', 'kind', 'name', 'phone', 'economicCode', 'address', 'openingBalance']
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class ProductSerializer(serializers.ModelSerializer):
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salePrice = serializers.FloatField(source='sale_price', required=False)
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purchasePrice = serializers.FloatField(source='purchase_price', required=False)
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reorderLevel = serializers.FloatField(source='reorder_level', required=False)
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class Meta:
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model = Product
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fields = ['id', 'code', 'name', 'unit', 'salePrice', 'purchasePrice', 'stock', 'reorderLevel']
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class VoucherLineSerializer(serializers.ModelSerializer):
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# Lenient: accepts client-generated ids (ignored on write, recreated server-side).
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id = serializers.CharField(required=False)
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accountId = serializers.PrimaryKeyRelatedField(source='account', queryset=Account.objects.all())
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class Meta:
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model = VoucherLine
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fields = ['id', 'accountId', 'description', 'debit', 'credit']
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class VoucherSerializer(serializers.ModelSerializer):
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lines = VoucherLineSerializer(many=True)
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class Meta:
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model = Voucher
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fields = ['id', 'number', 'date', 'description', 'status', 'source', 'lines']
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@transaction.atomic
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def create(self, validated_data):
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lines = validated_data.pop('lines', [])
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voucher = Voucher.objects.create(**validated_data)
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for line in lines:
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line.pop('id', None)
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VoucherLine.objects.create(voucher=voucher, **line)
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return voucher
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@transaction.atomic
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def update(self, instance, validated_data):
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lines = validated_data.pop('lines', None)
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for attr, value in validated_data.items():
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setattr(instance, attr, value)
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instance.save()
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if lines is not None:
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instance.lines.all().delete()
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for line in lines:
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line.pop('id', None)
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VoucherLine.objects.create(voucher=instance, **line)
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return instance
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class InvoiceLineSerializer(serializers.ModelSerializer):
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# Lenient: accepts client-generated ids (ignored on write, recreated server-side).
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id = serializers.CharField(required=False)
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productId = serializers.PrimaryKeyRelatedField(
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source='product', queryset=Product.objects.all(), allow_null=True, required=False
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)
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unitPrice = serializers.FloatField(source='unit_price', required=False)
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taxRate = serializers.FloatField(source='tax_rate', required=False)
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class Meta:
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model = InvoiceLine
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fields = ['id', 'productId', 'quantity', 'unitPrice', 'discount', 'taxRate']
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class InvoiceSerializer(serializers.ModelSerializer):
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partyId = serializers.PrimaryKeyRelatedField(
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source='party', queryset=Party.objects.all(), allow_null=True, required=False
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)
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lines = InvoiceLineSerializer(many=True)
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class Meta:
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model = Invoice
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fields = ['id', 'kind', 'number', 'partyId', 'date', 'status', 'note', 'lines']
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@transaction.atomic
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def create(self, validated_data):
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lines = validated_data.pop('lines', [])
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invoice = Invoice.objects.create(**validated_data)
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for line in lines:
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line.pop('id', None)
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InvoiceLine.objects.create(invoice=invoice, **line)
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return invoice
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@transaction.atomic
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def update(self, instance, validated_data):
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lines = validated_data.pop('lines', None)
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for attr, value in validated_data.items():
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setattr(instance, attr, value)
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instance.save()
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if lines is not None:
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instance.lines.all().delete()
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for line in lines:
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line.pop('id', None)
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InvoiceLine.objects.create(invoice=instance, **line)
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return instance
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class TreasuryTxnSerializer(serializers.ModelSerializer):
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partyId = serializers.PrimaryKeyRelatedField(
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source='party', queryset=Party.objects.all(), allow_null=True, required=False
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)
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class Meta:
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model = TreasuryTxn
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fields = ['id', 'number', 'kind', 'method', 'date', 'partyId', 'amount', 'reference', 'description']
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class EmployeeSerializer(serializers.ModelSerializer):
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baseSalary = serializers.FloatField(source='base_salary', required=False)
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insuranceNo = serializers.CharField(source='insurance_no', required=False, allow_blank=True)
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hireDate = serializers.DateField(source='hire_date', required=False, allow_null=True)
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class Meta:
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model = Employee
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fields = ['id', 'code', 'name', 'position', 'baseSalary', 'insuranceNo', 'hireDate', 'active']
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class PayslipSerializer(serializers.ModelSerializer):
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employeeId = serializers.PrimaryKeyRelatedField(source='employee', queryset=Employee.objects.all())
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baseSalary = serializers.FloatField(source='base_salary', required=False)
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class Meta:
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model = Payslip
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fields = [
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'id', 'employeeId', 'period', 'baseSalary', 'overtime', 'bonus',
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'deductions', 'insurance', 'tax',
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]
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class CompanySettingsSerializer(serializers.ModelSerializer):
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economicCode = serializers.CharField(source='economic_code', required=False, allow_blank=True)
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fiscalYear = serializers.CharField(source='fiscal_year', required=False, allow_blank=True)
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baseCurrency = serializers.CharField(source='base_currency', required=False, allow_blank=True)
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taxRate = serializers.FloatField(source='tax_rate', required=False)
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voucherAccounts = serializers.SerializerMethodField()
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_MAPPING_FIELDS = {
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'bankAccountId': 'bank_account_id',
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'ownerPayableAccountId': 'owner_payable_account_id',
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'customerPayableAccountId': 'customer_payable_account_id',
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'ownerShareAccountId': 'owner_share_account_id',
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'salesIncomeAccountId': 'sales_income_account_id',
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}
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class Meta:
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model = CompanySettings
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fields = [
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'name', 'economicCode', 'fiscalYear', 'baseCurrency',
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'taxRate', 'address', 'phone', 'voucherAccounts',
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]
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def get_voucherAccounts(self, obj):
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def to_id(value):
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return str(value) if value else ''
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return {
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'bankAccountId': to_id(obj.bank_account_id),
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'ownerPayableAccountId': to_id(obj.owner_payable_account_id),
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'customerPayableAccountId': to_id(obj.customer_payable_account_id),
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'ownerShareAccountId': to_id(obj.owner_share_account_id),
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'salesIncomeAccountId': to_id(obj.sales_income_account_id),
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}
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def _apply_voucher_accounts(self, instance):
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mapping = self.initial_data.get('voucherAccounts')
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if not isinstance(mapping, dict):
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return
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valid_ids = {str(v) for v in Account.objects.values_list('id', flat=True)}
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for camel_key, model_attr in self._MAPPING_FIELDS.items():
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if camel_key not in mapping:
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continue
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raw = mapping.get(camel_key)
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setattr(instance, model_attr, raw if raw in valid_ids else None)
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@transaction.atomic
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def update(self, instance, validated_data):
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for attr, value in validated_data.items():
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setattr(instance, attr, value)
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self._apply_voucher_accounts(instance)
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instance.save()
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return instance
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