From 4d4a41fcd45e4351cf4c6937a3bba5c6475b0e8b Mon Sep 17 00:00:00 2001
From: Miguel Sanda <msanda@arrobalytics.com>
Date: Thu, 29 Feb 2024 23:00:36 -0500
Subject: [PATCH] v0.5.6.3 (#188)

* Date/Datetime Compatibility Improvements
CFS Purchase or Sale of PPE recognizes depreciation roles.

* v0.5.6.3
AccountModelCreateForm now accepts active and locked fields.
Account transaction table now shows entity unit and JE number information.
Closing Entry optimizations and bugfixes.
Financial Statements report format bugfixes.
LedgerModel Hide/UnHide Actions.
CFS Activity Grouping Updates

* LedgerModelQuerySet current() now compares dates instead of datetime.

* LedgerModelQuerySet current() now compares dates instead of datetime.

* Django Compatibility Update
Tests Updates
---
 Pipfile                                       |    6 +-
 Pipfile.lock                                  | 1516 ++++++++++++++---
 django_ledger/__init__.py                     |    2 +-
 django_ledger/forms/account.py                |    2 +
 django_ledger/io/io_core.py                   |  167 +-
 django_ledger/io/io_library.py                |   12 +-
 django_ledger/io/roles.py                     |    8 +-
 django_ledger/models/entity.py                |   28 +-
 django_ledger/models/journal_entry.py         |   12 +-
 django_ledger/models/ledger.py                |   74 +-
 django_ledger/models/mixins.py                |    4 +-
 django_ledger/models/transactions.py          |   12 +-
 .../account/tags/account_txs_table.html       |    7 +-
 .../tags/cash_flow_statement.html             |    2 +-
 .../tags/income_statement.html                |   12 +-
 .../django_ledger/includes/widget_ic.html     |    2 +-
 .../includes/card_journal_entry.html          |   23 +-
 .../journal_entry/je_detail.html              |    2 +-
 .../ledger/tags/ledgers_table.html            |   10 +
 django_ledger/templatetags/django_ledger.py   |   15 +-
 django_ledger/tests/test_auth.py              |   12 +-
 django_ledger/urls/ledger.py                  |    7 +
 django_ledger/views/account.py                |    4 +-
 django_ledger/views/djl_api.py                |    5 +-
 django_ledger/views/journal_entry.py          |    2 +-
 notebooks/QuickStart Notebook.ipynb           |  147 +-
 pyproject.toml                                |    2 +-
 27 files changed, 1563 insertions(+), 532 deletions(-)

diff --git a/Pipfile b/Pipfile
index 4eff7ac6..265dc3be 100644
--- a/Pipfile
+++ b/Pipfile
@@ -4,7 +4,7 @@ verify_ssl = true
 name = "pypi"
 
 [packages]
-django = ">=2.2"
+django = ">=4.2"
 django-treebeard = ">=4.5.1"
 ofxtools = ">=0.9.5"
 markdown = ">=3.4.1"
@@ -24,14 +24,14 @@ fpdf2 = ">=2.7.4"
 sphinx = "*"
 behave = "*"
 twine = "*"
-#jupyterlab = "*"
+jupyterlab = "*"
+pandas = "*"
 #pipenv-setup = "*"
 #pylint = "*"
 #furo = "*"
 #python-dotenv = "*"
 #tabulate = "*"
 #myst_parser = "*"
-#pandas = "*"
 
 [requires]
 python_version = "3.11"
diff --git a/Pipfile.lock b/Pipfile.lock
index 580f1063..aa2b8185 100644
--- a/Pipfile.lock
+++ b/Pipfile.lock
@@ -1,7 +1,7 @@
 {
     "_meta": {
         "hash": {
-            "sha256": "cec2b9b41b2322652969dd487a21f603868211f893138f327fa877ad17e4353f"
+            "sha256": "3def328c59cef7957341084a5624ea3733abe10bea0e7bcda8ec54c96a87372c"
         },
         "pipfile-spec": 6,
         "requires": {
@@ -26,12 +26,12 @@
         },
         "django": {
             "hashes": [
-                "sha256:8c8659665bc6e3a44fefe1ab0a291e5a3fb3979f9a8230be29de975e57e8f854",
-                "sha256:f47a37a90b9bbe2c8ec360235192c7fddfdc832206fcf618bb849b39256affc1"
+                "sha256:56ab63a105e8bb06ee67381d7b65fe6774f057e41a8bab06c8020c8882d8ecd4",
+                "sha256:b5bb1d11b2518a5f91372a282f24662f58f66749666b0a286ab057029f728080"
             ],
             "index": "pypi",
             "markers": "python_version >= '3.10'",
-            "version": "==5.0.1"
+            "version": "==5.0.2"
         },
         "django-treebeard": {
             "hashes": [
@@ -44,12 +44,12 @@
         },
         "faker": {
             "hashes": [
-                "sha256:2b57f0256da6b45b7851dca87836ef5e2ae2fbb64d63d8697f1e47830d7b505d",
-                "sha256:fa6d969728ef3da6229da91267a1bd4e6b902044c4822012d4fc46c71bb92b26"
+                "sha256:117ce1a2805c1bc5ca753b3dc6f9d567732893b2294b827d3164261ee8f20267",
+                "sha256:458d93580de34403a8dec1e8d5e6be2fee96c4deca63b95d71df7a6a80a690de"
             ],
             "index": "pypi",
             "markers": "python_version >= '3.8'",
-            "version": "==22.6.0"
+            "version": "==23.3.0"
         },
         "markdown": {
             "hashes": [
@@ -145,11 +145,11 @@
         },
         "python-dateutil": {
             "hashes": [
-                "sha256:0123cacc1627ae19ddf3c27a5de5bd67ee4586fbdd6440d9748f8abb483d3e86",
-                "sha256:961d03dc3453ebbc59dbdea9e4e11c5651520a876d0f4db161e8674aae935da9"
+                "sha256:78e73e19c63f5b20ffa567001531680d939dc042bf7850431877645523c66709",
+                "sha256:cbf2f1da5e6083ac2fbfd4da39a25f34312230110440f424a14c7558bb85d82e"
             ],
             "markers": "python_version >= '2.7' and python_version not in '3.0, 3.1, 3.2, 3.3'",
-            "version": "==2.8.2"
+            "version": "==2.9.0"
         },
         "six": {
             "hashes": [
@@ -177,6 +177,88 @@
             "markers": "python_version >= '3.9'",
             "version": "==0.7.16"
         },
+        "anyio": {
+            "hashes": [
+                "sha256:048e05d0f6caeed70d731f3db756d35dcc1f35747c8c403364a8332c630441b8",
+                "sha256:f75253795a87df48568485fd18cdd2a3fa5c4f7c5be8e5e36637733fce06fed6"
+            ],
+            "markers": "python_version >= '3.8'",
+            "version": "==4.3.0"
+        },
+        "appnope": {
+            "hashes": [
+                "sha256:1de3860566df9caf38f01f86f65e0e13e379af54f9e4bee1e66b48f2efffd1ee",
+                "sha256:502575ee11cd7a28c0205f379b525beefebab9d161b7c964670864014ed7213c"
+            ],
+            "markers": "platform_system == 'Darwin'",
+            "version": "==0.1.4"
+        },
+        "argon2-cffi": {
+            "hashes": [
+                "sha256:879c3e79a2729ce768ebb7d36d4609e3a78a4ca2ec3a9f12286ca057e3d0db08",
+                "sha256:c670642b78ba29641818ab2e68bd4e6a78ba53b7eff7b4c3815ae16abf91c7ea"
+            ],
+            "markers": "python_version >= '3.7'",
+            "version": "==23.1.0"
+        },
+        "argon2-cffi-bindings": {
+            "hashes": [
+                "sha256:20ef543a89dee4db46a1a6e206cd015360e5a75822f76df533845c3cbaf72670",
+                "sha256:2c3e3cc67fdb7d82c4718f19b4e7a87123caf8a93fde7e23cf66ac0337d3cb3f",
+                "sha256:3b9ef65804859d335dc6b31582cad2c5166f0c3e7975f324d9ffaa34ee7e6583",
+                "sha256:3e385d1c39c520c08b53d63300c3ecc28622f076f4c2b0e6d7e796e9f6502194",
+                "sha256:58ed19212051f49a523abb1dbe954337dc82d947fb6e5a0da60f7c8471a8476c",
+                "sha256:5e00316dabdaea0b2dd82d141cc66889ced0cdcbfa599e8b471cf22c620c329a",
+                "sha256:603ca0aba86b1349b147cab91ae970c63118a0f30444d4bc80355937c950c082",
+                "sha256:6a22ad9800121b71099d0fb0a65323810a15f2e292f2ba450810a7316e128ee5",
+                "sha256:8cd69c07dd875537a824deec19f978e0f2078fdda07fd5c42ac29668dda5f40f",
+                "sha256:93f9bf70084f97245ba10ee36575f0c3f1e7d7724d67d8e5b08e61787c320ed7",
+                "sha256:9524464572e12979364b7d600abf96181d3541da11e23ddf565a32e70bd4dc0d",
+                "sha256:b2ef1c30440dbbcba7a5dc3e319408b59676e2e039e2ae11a8775ecf482b192f",
+                "sha256:b746dba803a79238e925d9046a63aa26bf86ab2a2fe74ce6b009a1c3f5c8f2ae",
+                "sha256:bb89ceffa6c791807d1305ceb77dbfacc5aa499891d2c55661c6459651fc39e3",
+                "sha256:bd46088725ef7f58b5a1ef7ca06647ebaf0eb4baff7d1d0d177c6cc8744abd86",
+                "sha256:ccb949252cb2ab3a08c02024acb77cfb179492d5701c7cbdbfd776124d4d2367",
+                "sha256:d4966ef5848d820776f5f562a7d45fdd70c2f330c961d0d745b784034bd9f48d",
+                "sha256:e415e3f62c8d124ee16018e491a009937f8cf7ebf5eb430ffc5de21b900dad93",
+                "sha256:ed2937d286e2ad0cc79a7087d3c272832865f779430e0cc2b4f3718d3159b0cb",
+                "sha256:f1152ac548bd5b8bcecfb0b0371f082037e47128653df2e8ba6e914d384f3c3e",
+                "sha256:f9f8b450ed0547e3d473fdc8612083fd08dd2120d6ac8f73828df9b7d45bb351"
+            ],
+            "markers": "python_version >= '3.6'",
+            "version": "==21.2.0"
+        },
+        "arrow": {
+            "hashes": [
+                "sha256:c728b120ebc00eb84e01882a6f5e7927a53960aa990ce7dd2b10f39005a67f80",
+                "sha256:d4540617648cb5f895730f1ad8c82a65f2dad0166f57b75f3ca54759c4d67a85"
+            ],
+            "markers": "python_version >= '3.8'",
+            "version": "==1.3.0"
+        },
+        "asttokens": {
+            "hashes": [
+                "sha256:051ed49c3dcae8913ea7cd08e46a606dba30b79993209636c4875bc1d637bc24",
+                "sha256:b03869718ba9a6eb027e134bfdf69f38a236d681c83c160d510768af11254ba0"
+            ],
+            "version": "==2.4.1"
+        },
+        "async-lru": {
+            "hashes": [
+                "sha256:b8a59a5df60805ff63220b2a0c5b5393da5521b113cd5465a44eb037d81a5627",
+                "sha256:ff02944ce3c288c5be660c42dbcca0742b32c3b279d6dceda655190240b99224"
+            ],
+            "markers": "python_version >= '3.8'",
+            "version": "==2.0.4"
+        },
+        "attrs": {
+            "hashes": [
+                "sha256:935dc3b529c262f6cf76e50877d35a4bd3c1de194fd41f47a2b7ae8f19971f30",
+                "sha256:99b87a485a5820b23b879f04c2305b44b951b502fd64be915879d77a7e8fc6f1"
+            ],
+            "markers": "python_version >= '3.7'",
+            "version": "==23.2.0"
+        },
         "babel": {
             "hashes": [
                 "sha256:6919867db036398ba21eb5c7a0f6b28ab8cbc3ae7a73a44ebe34ae74a4e7d363",
@@ -185,6 +267,14 @@
             "markers": "python_version >= '3.7'",
             "version": "==2.14.0"
         },
+        "beautifulsoup4": {
+            "hashes": [
+                "sha256:74e3d1928edc070d21748185c46e3fb33490f22f52a3addee9aee0f4f7781051",
+                "sha256:b80878c9f40111313e55da8ba20bdba06d8fa3969fc68304167741bbf9e082ed"
+            ],
+            "markers": "python_full_version >= '3.6.0'",
+            "version": "==4.12.3"
+        },
         "behave": {
             "hashes": [
                 "sha256:b9662327aa53294c1351b0a9c369093ccec1d21026f050c3bd9b3e5cccf81a86",
@@ -194,13 +284,79 @@
             "markers": "python_version >= '2.6' and python_version not in '3.0, 3.1, 3.2, 3.3'",
             "version": "==1.2.6"
         },
+        "bleach": {
+            "hashes": [
+                "sha256:0a31f1837963c41d46bbf1331b8778e1308ea0791db03cc4e7357b97cf42a8fe",
+                "sha256:3225f354cfc436b9789c66c4ee030194bee0568fbf9cbdad3bc8b5c26c5f12b6"
+            ],
+            "markers": "python_version >= '3.8'",
+            "version": "==6.1.0"
+        },
         "certifi": {
             "hashes": [
-                "sha256:9b469f3a900bf28dc19b8cfbf8019bf47f7fdd1a65a1d4ffb98fc14166beb4d1",
-                "sha256:e036ab49d5b79556f99cfc2d9320b34cfbe5be05c5871b51de9329f0603b0474"
+                "sha256:0569859f95fc761b18b45ef421b1290a0f65f147e92a1e5eb3e635f9a5e4e66f",
+                "sha256:dc383c07b76109f368f6106eee2b593b04a011ea4d55f652c6ca24a754d1cdd1"
             ],
             "markers": "python_version >= '3.6'",
-            "version": "==2023.11.17"
+            "version": "==2024.2.2"
+        },
+        "cffi": {
+            "hashes": [
+                "sha256:0c9ef6ff37e974b73c25eecc13952c55bceed9112be2d9d938ded8e856138bcc",
+                "sha256:131fd094d1065b19540c3d72594260f118b231090295d8c34e19a7bbcf2e860a",
+                "sha256:1b8ebc27c014c59692bb2664c7d13ce7a6e9a629be20e54e7271fa696ff2b417",
+                "sha256:2c56b361916f390cd758a57f2e16233eb4f64bcbeee88a4881ea90fca14dc6ab",
+                "sha256:2d92b25dbf6cae33f65005baf472d2c245c050b1ce709cc4588cdcdd5495b520",
+                "sha256:31d13b0f99e0836b7ff893d37af07366ebc90b678b6664c955b54561fc36ef36",
+                "sha256:32c68ef735dbe5857c810328cb2481e24722a59a2003018885514d4c09af9743",
+                "sha256:3686dffb02459559c74dd3d81748269ffb0eb027c39a6fc99502de37d501faa8",
+                "sha256:582215a0e9adbe0e379761260553ba11c58943e4bbe9c36430c4ca6ac74b15ed",
+                "sha256:5b50bf3f55561dac5438f8e70bfcdfd74543fd60df5fa5f62d94e5867deca684",
+                "sha256:5bf44d66cdf9e893637896c7faa22298baebcd18d1ddb6d2626a6e39793a1d56",
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+                "sha256:673739cb539f8cdaa07d92d02efa93c9ccf87e345b9a0b556e3ecc666718468d",
+                "sha256:68678abf380b42ce21a5f2abde8efee05c114c2fdb2e9eef2efdb0257fba1235",
+                "sha256:68e7c44931cc171c54ccb702482e9fc723192e88d25a0e133edd7aff8fcd1f6e",
+                "sha256:6b3d6606d369fc1da4fd8c357d026317fbb9c9b75d36dc16e90e84c26854b088",
+                "sha256:748dcd1e3d3d7cd5443ef03ce8685043294ad6bd7c02a38d1bd367cfd968e000",
+                "sha256:7651c50c8c5ef7bdb41108b7b8c5a83013bfaa8a935590c5d74627c047a583c7",
+                "sha256:7b78010e7b97fef4bee1e896df8a4bbb6712b7f05b7ef630f9d1da00f6444d2e",
+                "sha256:7e61e3e4fa664a8588aa25c883eab612a188c725755afff6289454d6362b9673",
+                "sha256:80876338e19c951fdfed6198e70bc88f1c9758b94578d5a7c4c91a87af3cf31c",
+                "sha256:8895613bcc094d4a1b2dbe179d88d7fb4a15cee43c052e8885783fac397d91fe",
+                "sha256:88e2b3c14bdb32e440be531ade29d3c50a1a59cd4e51b1dd8b0865c54ea5d2e2",
+                "sha256:8f8e709127c6c77446a8c0a8c8bf3c8ee706a06cd44b1e827c3e6a2ee6b8c098",
+                "sha256:9cb4a35b3642fc5c005a6755a5d17c6c8b6bcb6981baf81cea8bfbc8903e8ba8",
+                "sha256:9f90389693731ff1f659e55c7d1640e2ec43ff725cc61b04b2f9c6d8d017df6a",
+                "sha256:a09582f178759ee8128d9270cd1344154fd473bb77d94ce0aeb2a93ebf0feaf0",
+                "sha256:a6a14b17d7e17fa0d207ac08642c8820f84f25ce17a442fd15e27ea18d67c59b",
+                "sha256:a72e8961a86d19bdb45851d8f1f08b041ea37d2bd8d4fd19903bc3083d80c896",
+                "sha256:abd808f9c129ba2beda4cfc53bde801e5bcf9d6e0f22f095e45327c038bfe68e",
+                "sha256:ac0f5edd2360eea2f1daa9e26a41db02dd4b0451b48f7c318e217ee092a213e9",
+                "sha256:b29ebffcf550f9da55bec9e02ad430c992a87e5f512cd63388abb76f1036d8d2",
+                "sha256:b2ca4e77f9f47c55c194982e10f058db063937845bb2b7a86c84a6cfe0aefa8b",
+                "sha256:b7be2d771cdba2942e13215c4e340bfd76398e9227ad10402a8767ab1865d2e6",
+                "sha256:b84834d0cf97e7d27dd5b7f3aca7b6e9263c56308ab9dc8aae9784abb774d404",
+                "sha256:b86851a328eedc692acf81fb05444bdf1891747c25af7529e39ddafaf68a4f3f",
+                "sha256:bcb3ef43e58665bbda2fb198698fcae6776483e0c4a631aa5647806c25e02cc0",
+                "sha256:c0f31130ebc2d37cdd8e44605fb5fa7ad59049298b3f745c74fa74c62fbfcfc4",
+                "sha256:c6a164aa47843fb1b01e941d385aab7215563bb8816d80ff3a363a9f8448a8dc",
+                "sha256:d8a9d3ebe49f084ad71f9269834ceccbf398253c9fac910c4fd7053ff1386936",
+                "sha256:db8e577c19c0fda0beb7e0d4e09e0ba74b1e4c092e0e40bfa12fe05b6f6d75ba",
+                "sha256:dc9b18bf40cc75f66f40a7379f6a9513244fe33c0e8aa72e2d56b0196a7ef872",
+                "sha256:e09f3ff613345df5e8c3667da1d918f9149bd623cd9070c983c013792a9a62eb",
+                "sha256:e4108df7fe9b707191e55f33efbcb2d81928e10cea45527879a4749cbe472614",
+                "sha256:e6024675e67af929088fda399b2094574609396b1decb609c55fa58b028a32a1",
+                "sha256:e70f54f1796669ef691ca07d046cd81a29cb4deb1e5f942003f401c0c4a2695d",
+                "sha256:e715596e683d2ce000574bae5d07bd522c781a822866c20495e52520564f0969",
+                "sha256:e760191dd42581e023a68b758769e2da259b5d52e3103c6060ddc02c9edb8d7b",
+                "sha256:ed86a35631f7bfbb28e108dd96773b9d5a6ce4811cf6ea468bb6a359b256b1e4",
+                "sha256:ee07e47c12890ef248766a6e55bd38ebfb2bb8edd4142d56db91b21ea68b7627",
+                "sha256:fa3a0128b152627161ce47201262d3140edb5a5c3da88d73a1b790a959126956",
+                "sha256:fcc8eb6d5902bb1cf6dc4f187ee3ea80a1eba0a89aba40a5cb20a5087d961357"
+            ],
+            "markers": "python_version >= '3.8'",
+            "version": "==1.16.0"
         },
         "charset-normalizer": {
             "hashes": [
@@ -298,6 +454,58 @@
             "markers": "python_full_version >= '3.7.0'",
             "version": "==3.3.2"
         },
+        "comm": {
+            "hashes": [
+                "sha256:0bc91edae1344d39d3661dcbc36937181fdaddb304790458f8b044dbc064b89a",
+                "sha256:87928485c0dfc0e7976fd89fc1e187023cf587e7c353e4a9b417555b44adf021"
+            ],
+            "markers": "python_version >= '3.8'",
+            "version": "==0.2.1"
+        },
+        "debugpy": {
+            "hashes": [
+                "sha256:016a9fcfc2c6b57f939673c874310d8581d51a0fe0858e7fac4e240c5eb743cb",
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@@ -306,6 +514,52 @@
             "markers": "python_version >= '3.7'",
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         },
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@@ -330,13 +584,44 @@
             "markers": "python_version >= '3.8'",
             "version": "==7.0.1"
         },
+        "ipykernel": {
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+            "version": "==8.22.1"
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-                "sha256:c063dd08e89217cee02c8d5e5ec560f2c8ce6cdc2fcdc2e68f7b2e5547ed3621"
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-            "version": "==3.3.0"
+            "version": "==3.3.1"
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@@ -346,13 +631,120 @@
             "markers": "python_version >= '3.7'",
             "version": "==3.1.3"
         },
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@@ -364,69 +756,77 @@
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@@ -436,6 +836,14 @@
             "markers": "python_version >= '3.7'",
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         },
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@@ -444,6 +852,38 @@
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@@ -465,6 +905,64 @@
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@@ -473,6 +971,50 @@
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@@ -488,6 +1030,22 @@
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@@ -496,6 +1054,74 @@
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@@ -504,13 +1130,200 @@
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-            "version": "==42.0"
+            "version": "==43.0"
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@@ -528,6 +1341,14 @@
             "markers": "python_version >= '2.7' and python_version not in '3.0, 3.1, 3.2, 3.3'",
             "version": "==1.0.0"
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@@ -536,13 +1357,134 @@
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+                "sha256:fdea4952db2793c4ad0bdccd27c1d8fdd1423a92f04598bc39425bcc2b8ee46e"
+            ],
+            "markers": "python_version >= '3.8'",
+            "version": "==0.18.0"
+        },
+        "send2trash": {
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+                "sha256:a384719d99c07ce1eefd6905d2decb6f8b7ed054025bb0e618919f945de4f679",
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+            "version": "==1.8.2"
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         "six": {
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@@ -552,6 +1494,14 @@
             "markers": "python_version >= '2.7' and python_version not in '3.0, 3.1, 3.2, 3.3'",
             "version": "==1.16.0"
         },
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+            "version": "==1.3.1"
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                 "sha256:09b16deb8547d3412ad7b590689584cd0fe25ec8db3be37788be3810cbf19cb1",
@@ -559,6 +1509,14 @@
             ],
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+        "soupsieve": {
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+                "sha256:5663d5a7b3bfaeee0bc4372e7fc48f9cff4940b3eec54a6451cc5299f1097690",
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+            "version": "==2.5"
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         "sphinx": {
             "hashes": [
                 "sha256:1e09160a40b956dc623c910118fa636da93bd3ca0b9876a7b3df90f07d691560",
@@ -616,22 +1574,122 @@
             "markers": "python_version >= '3.9'",
             "version": "==1.1.10"
         },
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+                "sha256:836a778de4fec4dcd1dcd89ed8abff8a221f58308462e1c4aa2a3cf30148f0b9",
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+            "version": "==0.18.0"
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+                "sha256:fd03192e287fbd0899dd8f81c6fb9cbbc69194d2074b38f384cb6fa72b80e9c2"
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+            "version": "==6.4"
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+                "sha256:8585105b371a04b8316a43d5ce29c098575c2e477850b62b848b964f1444527e"
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+            "version": "==5.14.1"
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-            "markers": "python_version >= '3.7'",
-            "version": "==4.0.2"
+            "markers": "python_version >= '3.8'",
+            "version": "==5.0.0"
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+        "types-python-dateutil": {
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+            "version": "==2.8.19.20240106"
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+                "sha256:9068bc196136463f5245e51efda838afa15aaeca9903f49050dfa2679db4d252"
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+            "markers": "python_version >= '2'",
+            "version": "==2024.1"
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             "markers": "python_version >= '3.8'",
-            "version": "==2.2.0"
+            "version": "==2.2.1"
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@@ -660,11 +1718,11 @@
         },
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-            "version": "==2023.11.17"
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@@ -822,58 +1880,50 @@
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@@ -934,10 +1984,10 @@
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@@ -991,89 +2041,21 @@
             ],
             "version": "==1.3"
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-                "sha256:ffa565331890b90056c01db69c0fe634a776f8019c143a5ae265f9c6bc4bd6d4"
+        "urllib3": {
+            "hashes": [
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+                "sha256:d0570876c61ab9e520d776c38acbbb5b05a776d3f9ff98a5c8fd5162a444cf19"
             ],
-            "markers": "python_version >= '3.6'",
-            "version": "==1.16.0"
+            "markers": "python_version >= '3.8'",
+            "version": "==2.2.1"
         }
     },
     "pdf": {
@@ -1087,60 +2069,60 @@
         },
         "fonttools": {
             "hashes": [
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+                "sha256:263832fae27481d48dfafcc43174644b6706639661e242902ceb30553557e16c",
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+                "sha256:ac9a745b7609f489faa65e1dc842168c18530874a5f5b742ac3dd79e26bca8bc",
+                "sha256:af20acbe198a8a790618ee42db192eb128afcdcc4e96d99993aca0b60d1faeb4",
+                "sha256:af281525e5dd7fa0b39fb1667b8d5ca0e2a9079967e14c4bfe90fd1cd13e0f18",
+                "sha256:b050d362df50fc6e38ae3954d8c29bf2da52be384649ee8245fdb5186b620836",
+                "sha256:b44a52b8e6244b6548851b03b2b377a9702b88ddc21dcaf56a15a0393d425cb9",
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+                "sha256:b85ec0bdd7bdaa5c1946398cbb541e90a6dfc51df76dfa88e0aaa41b335940cb",
+                "sha256:bebd91041dda0d511b0d303180ed36e31f4f54b106b1259b69fade68413aa7ff",
+                "sha256:c076a9e548521ecc13d944b1d261ff3d7825048c338722a4bd126d22316087b7",
+                "sha256:cbe61b158deb09cffdd8540dc4a948d6e8f4d5b4f3bf5cd7db09bd6a61fee64e",
+                "sha256:cdee3ab220283057e7840d5fb768ad4c2ebe65bdba6f75d5d7bf47f4e0ed7d29",
+                "sha256:ce7033cb61f2bb65d8849658d3786188afd80f53dad8366a7232654804529532",
+                "sha256:d00af0884c0e65f60dfaf9340e26658836b935052fdd0439952ae42e44fdd2be",
+                "sha256:d647a0e697e5daa98c87993726da8281c7233d9d4ffe410812a4896c7c57c075",
+                "sha256:d970ecca0aac90d399e458f0b7a8a597e08f95de021f17785fb68e2dc0b99717",
+                "sha256:ea329dafb9670ffbdf4dbc3b0e5c264104abcd8441d56de77f06967f032943cb",
+                "sha256:ebf46e7f01b7af7861310417d7c49591a85d99146fc23a5ba82fdb28af156321",
+                "sha256:edc0cce355984bb3c1d1e89d6a661934d39586bb32191ebff98c600f8957c63e",
+                "sha256:f3bbe672df03563d1f3a691ae531f2e31f84061724c319652039e5a70927167e",
+                "sha256:fc11e5114f3f978d0cea7e9853627935b30d451742eeb4239a81a677bdee6bf6",
+                "sha256:fdb54b076f25d6b0f0298dc706acee5052de20c83530fa165b60d1f2e9cbe3cb"
             ],
             "markers": "python_version >= '3.8'",
-            "version": "==4.47.2"
+            "version": "==4.49.0"
         },
         "fpdf2": {
             "hashes": [
-                "sha256:c8793333a110d2b30f83ac944bdedb313d7b3290ad97fc8871e0395a8ee89433",
-                "sha256:db1a2270c6f1d9d718d36f0862893c7844a2432f83ee77caa05770323ddc7fdd"
+                "sha256:21733fe27cc75021e5a4d7d69de95e185adf9717b1f9b1e14aa27d277d5c10fd",
+                "sha256:b09a297cbb14878ec4443ea2bef504d15e5cf4d92903118f013cb05e204fd491"
             ],
             "index": "pypi",
             "markers": "python_version >= '3.7'",
-            "version": "==2.7.7"
+            "version": "==2.7.8"
         },
         "pillow": {
             "hashes": [
diff --git a/django_ledger/__init__.py b/django_ledger/__init__.py
index ac904e30..92fd1220 100644
--- a/django_ledger/__init__.py
+++ b/django_ledger/__init__.py
@@ -9,7 +9,7 @@
 default_app_config = 'django_ledger.apps.DjangoLedgerConfig'
 
 """Django Ledger"""
-__version__ = '0.5.6.2'
+__version__ = '0.5.6.3'
 __license__ = 'GPLv3 License'
 
 __author__ = 'Miguel Sanda'
diff --git a/django_ledger/forms/account.py b/django_ledger/forms/account.py
index 2e715917..19ac8039 100644
--- a/django_ledger/forms/account.py
+++ b/django_ledger/forms/account.py
@@ -52,6 +52,8 @@ class Meta:
             'role',
             'role_default',
             'balance_type',
+            'active',
+            'locked'
         ]
         widgets = {
             'code': TextInput(attrs={
diff --git a/django_ledger/io/io_core.py b/django_ledger/io/io_core.py
index 2430cf10..4eb769e3 100644
--- a/django_ledger/io/io_core.py
+++ b/django_ledger/io/io_core.py
@@ -26,7 +26,7 @@
 from django.conf import settings as global_settings
 from django.contrib.auth import get_user_model
 from django.core.exceptions import ValidationError, ObjectDoesNotExist
-from django.db.models import Sum, QuerySet
+from django.db.models import Sum, QuerySet, F, DecimalField, When, Case
 from django.db.models.functions import TruncMonth
 from django.http import Http404
 from django.utils.dateparse import parse_date, parse_datetime
@@ -142,16 +142,13 @@ def get_localdate() -> date:
     return datetime.today()
 
 
-def validate_io_date(
+def validate_io_timestamp(
         dt: Union[str, date, datetime],
         no_parse_localdate: bool = True) -> Optional[Union[datetime, date]]:
     if not dt:
         return
 
-    if isinstance(dt, date):
-        return dt
-
-    elif isinstance(dt, datetime):
+    if isinstance(dt, datetime):
         if is_naive(dt):
             return make_aware(
                 value=dt,
@@ -178,6 +175,13 @@ def validate_io_date(
                 ))
         return datetime.combine(fdt, datetime.min.time())
 
+    elif isinstance(dt, date):
+        if global_settings.USE_TZ:
+            return make_aware(
+                value=datetime.combine(dt, datetime.min.time())
+            )
+        return datetime.combine(dt, datetime.min.time())
+
     if no_parse_localdate:
         return localtime()
 
@@ -185,8 +189,8 @@ def validate_io_date(
 def validate_dates(
         from_date: Union[str, datetime, date] = None,
         to_date: Union[str, datetime, date] = None) -> Tuple[date, date]:
-    from_date = validate_io_date(from_date, no_parse_localdate=False)
-    to_date = validate_io_date(to_date)
+    from_date = validate_io_timestamp(from_date, no_parse_localdate=False)
+    to_date = validate_io_timestamp(to_date)
     return from_date, to_date
 
 
@@ -226,6 +230,13 @@ class IOResult:
     # the aggregated account balance...
     accounts_digest: Optional[List[Dict]] = None
 
+    @property
+    def is_bounded(self) -> bool:
+        return all([
+            self.ce_from_date is not None,
+            self.ce_to_date is not None,
+        ])
+
 
 class IODatabaseMixIn:
     """
@@ -275,7 +286,7 @@ def database_digest(self,
                         accounts: Optional[Union[str, List[str], Set[str]]] = None,
                         posted: bool = True,
                         exclude_zero_bal: bool = True,
-                        force_closing_entry_use: bool = False,
+                        use_closing_entries: bool = False,
                         **kwargs) -> IOResult:
         """
         Performs the appropriate database aggregation query for a given request.
@@ -314,57 +325,67 @@ def database_digest(self,
             Returns results aggregated by accounting if needed. Defaults to False.
         by_unit: bool
             Returns results aggregated by unit if needed. Defaults to False.
-        force_closing_entry_use: bool
-            Forces the use of closing entries if DJANGO_LEDGER_USE_CLOSING_ENTRIES setting is set to False.
+        use_closing_entry: bool
+            Overrides the DJANGO_LEDGER_USE_CLOSING_ENTRIES setting.
         Returns
         -------
         IOResult
         """
 
         TransactionModel = lazy_loader.get_txs_model()
-        io_result = IOResult(db_to_date=to_date, db_from_date=from_date)
-        txs_queryset_closing_entry = TransactionModel.objects.none()
 
-        # where the IO model is operating from??...
+        # get_initial txs_queryset... where the IO model is operating from??...
         if self.is_entity_model():
             if entity_slug:
                 if entity_slug != self.slug:
                     raise IOValidationError('Inconsistent entity_slug. '
                                             f'Provided {entity_slug} does not match actual {self.slug}')
             if unit_slug:
-                txs_queryset = TransactionModel.objects.for_unit(
+                txs_queryset_init = TransactionModel.objects.for_unit(
                     user_model=user_model,
                     entity_slug=entity_slug or self.slug,
                     unit_slug=unit_slug
                 )
             else:
-                txs_queryset = TransactionModel.objects.for_entity(
+                txs_queryset_init = TransactionModel.objects.for_entity(
                     user_model=user_model,
                     entity_slug=self
                 )
-        elif self.is_ledger_model():
+        elif self.is_entity_unit_model():
             if not entity_slug:
                 raise IOValidationError(
-                    'Calling digest from Ledger Model requires entity_slug explicitly for safety')
-            txs_queryset = TransactionModel.objects.for_ledger(
+                    'Calling digest from Entity Unit requires entity_slug explicitly for safety')
+            txs_queryset_init = TransactionModel.objects.for_unit(
                 user_model=user_model,
                 entity_slug=entity_slug,
-                ledger_model=self
+                unit_slug=unit_slug or self
             )
-        elif self.is_entity_unit_model():
+        elif self.is_ledger_model():
             if not entity_slug:
                 raise IOValidationError(
-                    'Calling digest from Entity Unit requires entity_slug explicitly for safety')
-            txs_queryset = TransactionModel.objects.for_unit(
+                    'Calling digest from Ledger Model requires entity_slug explicitly for safety')
+            txs_queryset_init = TransactionModel.objects.for_ledger(
                 user_model=user_model,
                 entity_slug=entity_slug,
-                unit_slug=unit_slug or self
+                ledger_model=self
             )
         else:
-            txs_queryset = TransactionModel.objects.none()
+            raise IOValidationError(
+                message=f'Cannot call digest from {self.__class__.__name__}'
+            )
+
+        io_result = IOResult(db_to_date=to_date, db_from_date=from_date)
+        txs_queryset_agg = txs_queryset_init.not_closing_entry()
+        txs_queryset_from_closing_entry = txs_queryset_init.none()
+        txs_queryset_to_closing_entry = txs_queryset_init.none()
+
+        USE_CLOSING_ENTRIES = settings.DJANGO_LEDGER_USE_CLOSING_ENTRIES
+        if use_closing_entries is not None:
+            USE_CLOSING_ENTRIES = use_closing_entries
 
-        # use closing entries to minimize DB aggregation if activated...
-        if settings.DJANGO_LEDGER_USE_CLOSING_ENTRIES or force_closing_entry_use:
+        # use closing entries to minimize DB aggregation if possible and activated...
+        if USE_CLOSING_ENTRIES:
+            txs_queryset_closing_entry = txs_queryset_init.is_closing_entry()
             entity_model = self.get_entity_model_from_io()
 
             # looking up available dates...
@@ -378,57 +399,55 @@ def database_digest(self,
 
                 # if there's a suitable closing entry...
                 if ce_alt_from_date:
-                    txs_queryset_closing_entry = txs_queryset.is_closing_entry().filter(
-                        journal_entry__timestamp__date=ce_alt_from_date
-                    )
+                    txs_queryset_from_closing_entry = txs_queryset_closing_entry.filter(
+                        journal_entry__timestamp__date=ce_alt_from_date)
                     io_result.ce_match = True
                     io_result.ce_from_date = ce_alt_from_date
+
                     # limit db aggregation to unclosed entries...
                     io_result.db_from_date = ce_alt_from_date + timedelta(days=1)
                     io_result.db_to_date = to_date
+
                     # print(f'Unbounded lookup no date match. Closest from_dt: {ce_alt_from_date}...')
 
             # unbounded lookup, exact to_date match...
-            elif not ce_from_date and ce_to_date:
-                txs_queryset_closing_entry = txs_queryset.is_closing_entry().filter(
+            elif not from_date and ce_to_date:
+                txs_queryset_to_closing_entry = txs_queryset_closing_entry.filter(
                     journal_entry__timestamp__date=ce_to_date)
                 io_result.ce_match = True
                 io_result.ce_to_date = ce_to_date
 
-                # no need to DB aggregate...
+                # no need to DB aggregate, just use closing entry...
                 io_result.db_from_date = None
                 io_result.db_to_date = None
-                # print(f'Unbounded lookup EXACT date match. Closest to_dt: {ce_to_date}...')
+                txs_queryset_agg = TransactionModel.objects.none()
 
             # bounded exact from_date and to_date match...
             elif ce_from_date and ce_to_date:
-                txs_queryset_closing_entry = txs_queryset.is_closing_entry().filter(
-                    journal_entry__timestamp__date__in=[
-                        ce_from_date,
-                        ce_to_date
-                    ])
+                txs_queryset_from_closing_entry = txs_queryset_closing_entry.filter(
+                    journal_entry__timestamp__date=ce_from_date)
+
+                txs_queryset_to_closing_entry = txs_queryset_closing_entry.filter(
+                    journal_entry__timestamp__date=ce_to_date)
+
                 io_result.ce_match = True
                 io_result.ce_from_date = ce_from_date
                 io_result.ce_to_date = ce_to_date
 
-                # no need to aggregate...
+                # no need to aggregate, use both closing entries...
                 io_result.db_from_date = None
                 io_result.db_to_date = None
-                # print(f'Bounded lookup EXACT date match. Closest from_dt: {ce_from_date} '
-                #       f'| to_dt: {ce_to_date}...')
+                txs_queryset_agg = TransactionModel.objects.none()
 
-            # no suitable closing entries to use...
-            else:
-                txs_queryset = txs_queryset.not_closing_entry()
-        else:
-            # not using closing entries...
-            txs_queryset = txs_queryset.not_closing_entry()
+        txs_queryset_closing_entry = txs_queryset_from_closing_entry | txs_queryset_to_closing_entry
 
         if io_result.db_from_date:
-            txs_queryset = txs_queryset.from_date(from_date=io_result.db_from_date)
+            txs_queryset_agg = txs_queryset_agg.from_date(from_date=io_result.db_from_date)
 
         if io_result.db_to_date:
-            txs_queryset = txs_queryset.to_date(to_date=io_result.db_to_date)
+            txs_queryset_agg = txs_queryset_agg.to_date(to_date=io_result.db_to_date)
+
+        txs_queryset = txs_queryset_agg | txs_queryset_closing_entry
 
         if exclude_zero_bal:
             txs_queryset = txs_queryset.filter(amount__gt=0.00)
@@ -449,6 +468,16 @@ def database_digest(self,
         if role:
             txs_queryset = txs_queryset.for_roles(role_list=role)
 
+        if io_result.is_bounded:
+            txs_queryset = txs_queryset.annotate(
+                amount_io=Case(
+                    When(
+                        journal_entry__timestamp__date=ce_from_date,
+                        then=-F('amount')),
+                    default=F('amount'),
+                    output_field=DecimalField()
+                ))
+
         VALUES = [
             'account__uuid',
             'account__balance_type',
@@ -457,7 +486,11 @@ def database_digest(self,
             'account__name',
             'account__role',
         ]
+
         ANNOTATE = {'balance': Sum('amount')}
+        if io_result.is_bounded:
+            ANNOTATE = {'balance': Sum('amount_io')}
+
         ORDER_BY = ['account__uuid']
 
         if by_unit:
@@ -476,8 +509,6 @@ def database_digest(self,
             ORDER_BY.append('tx_type')
             VALUES.append('tx_type')
 
-        txs_queryset = txs_queryset | txs_queryset_closing_entry
-
         io_result.txs_queryset = txs_queryset.values(*VALUES).annotate(**ANNOTATE).order_by(*ORDER_BY)
         return io_result
 
@@ -496,7 +527,7 @@ def python_digest(self,
                       by_activity: bool = False,
                       by_tx_type: bool = False,
                       by_period: bool = False,
-                      force_closing_entry_use: bool = False,
+                      use_closing_entries: bool = False,
                       force_queryset_sorting: bool = False,
                       **kwargs) -> IOResult:
         """
@@ -565,7 +596,7 @@ def python_digest(self,
             activity=activity,
             role=role,
             accounts=accounts,
-            force_closing_entry_use=force_closing_entry_use,
+            use_closing_entries=use_closing_entries,
             **kwargs)
 
         for tx_model in io_result.txs_queryset:
@@ -649,6 +680,7 @@ def digest(self,
                balance_sheet_statement: bool = False,
                income_statement: bool = False,
                cash_flow_statement: bool = False,
+               use_closing_entry: Optional[bool] = None,
                **kwargs) -> IODigestContextManager:
 
         if balance_sheet_statement:
@@ -690,6 +722,7 @@ def digest(self,
             by_unit=by_unit,
             by_activity=by_activity,
             by_tx_type=by_tx_type,
+            use_closing_entry=use_closing_entry,
             **kwargs
         )
 
@@ -759,35 +792,15 @@ def commit_txs(self,
                    je_unit_model=None,
                    je_desc=None,
                    je_origin=None,
-                   force_je_retrieval: bool = False):
-        """
-        Creates JE from TXS list using provided account_id.
-
-        TXS = List[{
-            'account': Account Database UUID
-            'tx_type': credit/debit,
-            'amount': Decimal/Float/Integer,
-            'description': string,
-            'staged_tx_model': StagedTransactionModel or None
-        }]
-
-        :param je_timestamp:
-        :param je_txs:
-        :param je_activity:
-        :param je_posted:
-        :param je_ledger_model:
-        :param je_desc:
-        :param je_origin:
-        :param je_parent:
-        :return:
-        """
+                   force_je_retrieval: bool = False,
+                   **kwargs):
 
         JournalEntryModel = lazy_loader.get_journal_entry_model()
         TransactionModel = lazy_loader.get_txs_model()
 
         # Validates that credits/debits balance.
         check_tx_balance(je_txs, perform_correction=False)
-        je_timestamp = validate_io_date(dt=je_timestamp)
+        je_timestamp = validate_io_timestamp(dt=je_timestamp)
 
         entity_model = self.get_entity_model_from_io()
 
diff --git a/django_ledger/io/io_library.py b/django_ledger/io/io_library.py
index 09a70062..aad158a4 100644
--- a/django_ledger/io/io_library.py
+++ b/django_ledger/io/io_library.py
@@ -156,7 +156,8 @@ def is_committed(self) -> bool:
     def commit(self,
                je_timestamp: Optional[Union[datetime, date, str]] = None,
                post_new_ledgers: bool = False,
-               post_journal_entries: bool = False):
+               post_journal_entries: bool = False,
+               **kwargs):
         if self.is_committed():
             raise IOCursorValidationError(
                 message=_('Transactions already committed')
@@ -231,7 +232,8 @@ def commit(self,
             je, txs_models = ledger_model.commit_txs(
                 je_timestamp=je_timestamp if je_timestamp else get_localtime(),
                 je_txs=je_txs,
-                je_posted=post_journal_entries
+                je_posted=post_journal_entries,
+                **kwargs
             )
 
             results[ledger_model] = {
@@ -306,7 +308,8 @@ def commit(self,
                ledger_model: Optional[Union[str, LedgerModel, UUID]] = None,
                je_timestamp: Optional[Union[datetime, date, str]] = None,
                post_new_ledgers: bool = False,
-               post_journal_entries: bool = False):
+               post_journal_entries: bool = False,
+               **kwargs):
 
         blueprint_lib = IOLibrary(name='blueprint')
         cursor = blueprint_lib.get_cursor(entity_model=entity_model, user_model=user_model)
@@ -315,7 +318,8 @@ def commit(self,
         return cursor.commit(
             je_timestamp=je_timestamp,
             post_new_ledgers=post_new_ledgers,
-            post_journal_entries=post_journal_entries
+            post_journal_entries=post_journal_entries,
+            **kwargs
         )
 
 
diff --git a/django_ledger/io/roles.py b/django_ledger/io/roles.py
index 52d78e87..7823a6f2 100644
--- a/django_ledger/io/roles.py
+++ b/django_ledger/io/roles.py
@@ -374,10 +374,14 @@
 # Purchase of Assets....
 GROUP_CFS_INV_PURCHASE_OR_SALE_OF_PPE = [
     ASSET_PPE_BUILDINGS,
+    ASSET_PPE_BUILDINGS_ACCUM_DEPRECIATION,
     ASSET_PPE_PLANT,
+    ASSET_PPE_PLANT_ACCUM_DEPRECIATION,
     ASSET_PPE_EQUIPMENT,
+    ASSET_PPE_EQUIPMENT_ACCUM_DEPRECIATION,
     INCOME_CAPITAL_GAIN_LOSS
 ]
+
 GROUP_CFS_INV_LTD_OF_PPE = [
     LIABILITY_LTL_NOTES_PAYABLE,
     LIABILITY_LTL_MORTGAGE_PAYABLE,
@@ -386,14 +390,16 @@
 
 GROUP_CFS_INVESTING_PPE = GROUP_CFS_INV_PURCHASE_OR_SALE_OF_PPE + GROUP_CFS_INV_LTD_OF_PPE
 
-# Purchase of Securities...
+# Purchase/Sell of Securities...
 GROUP_CFS_INV_PURCHASE_OF_SECURITIES = [
     ASSET_CA_MKT_SECURITIES,
     ASSET_LTI_NOTES_RECEIVABLE,
     ASSET_LTI_SECURITIES,
     INCOME_INTEREST,
     INCOME_PASSIVE,
+    INCOME_CAPITAL_GAIN_LOSS
 ]
+
 GROUP_CFS_INV_LTD_OF_SECURITIES = [
     LIABILITY_LTL_NOTES_PAYABLE,
     LIABILITY_LTL_BONDS_PAYABLE
diff --git a/django_ledger/models/entity.py b/django_ledger/models/entity.py
index 6451673a..5d6723d6 100644
--- a/django_ledger/models/entity.py
+++ b/django_ledger/models/entity.py
@@ -795,6 +795,10 @@ class Meta:
     def __str__(self):
         return f'EntityModel {self.slug}: {self.name}'
 
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+        self._CLOSING_ENTRY_DATES: Optional[List[date]] = None
+
     # ## Logging ###
     def get_logger_name(self):
         return f'EntityModel {self.uuid}'
@@ -2670,25 +2674,43 @@ def fetch_closing_entry_dates_meta(self, as_date: bool = True) -> List[date]:
             return list()
         date_list = self.meta[self.META_KEY_CLOSING_ENTRY_DATES]
         if as_date:
-            return [date.fromisoformat(dt) for dt in date_list]
+            if self._CLOSING_ENTRY_DATES is None:
+                self._CLOSING_ENTRY_DATES = [date.fromisoformat(dt) for dt in date_list]
+            return self._CLOSING_ENTRY_DATES
         return date_list
 
-    def get_closing_entry_for_date(self, io_date: date, inclusive: bool = True) -> Optional[date]:
+    def get_closing_entry_for_date(self, io_date: Union[date, datetime], inclusive: bool = True) -> Optional[date]:
         if io_date is None:
             return
         ce_date_list = self.fetch_closing_entry_dates_meta()
+
+        if not ce_date_list:
+            return
+
+        if isinstance(io_date, datetime):
+            io_date = io_date.date()
+
         ce_lookup = io_date - timedelta(days=1) if not inclusive else io_date
         if ce_lookup in ce_date_list:
             return ce_lookup
 
-    def get_nearest_next_closing_entry(self, io_date: date) -> Optional[date]:
+    def get_nearest_next_closing_entry(self, io_date: Union[date, datetime]) -> Optional[date]:
         if io_date is None:
             return
+
         ce_date_list = self.fetch_closing_entry_dates_meta()
         if not len(ce_date_list):
             return
+
+        if all([
+            isinstance(io_date, date),
+            isinstance(io_date, datetime),
+        ]):
+            io_date = io_date.date()
+
         if io_date > ce_date_list[0]:
             return ce_date_list[0]
+
         for f, p in zip_longest(ce_date_list, ce_date_list[1:]):
             if p and p <= io_date < f:
                 return p
diff --git a/django_ledger/models/journal_entry.py b/django_ledger/models/journal_entry.py
index fe7127e0..c60f608c 100644
--- a/django_ledger/models/journal_entry.py
+++ b/django_ledger/models/journal_entry.py
@@ -440,7 +440,7 @@ def can_delete(self) -> bool:
             not self.is_posted(),
         ])
 
-    def can_edit_timestamp(self) -> bool:
+    def can_edit(self) -> bool:
         return not self.is_locked()
 
     def is_posted(self):
@@ -1138,8 +1138,12 @@ def clean(self,
 
         if not self.timestamp:
             self.timestamp = get_localtime()
-        elif self.timestamp and self.timestamp > get_localtime():
-            raise JournalEntryValidationError(message='Cannot create JE Models with timestamp in the future.')
+        elif all([
+            self.timestamp,
+            self.timestamp > get_localtime(),
+            self.is_posted()
+        ]):
+            raise JournalEntryValidationError(message='Cannot Post JE Models with timestamp in the future.')
 
         self.generate_je_number(commit=True)
         if verify:
@@ -1148,7 +1152,7 @@ def clean(self,
         return TransactionModel.objects.none(), self.is_verified()
 
     def get_delete_message(self) -> str:
-        return _(f'Are you sure you want to delete JournalEntry Model {self.description} on Ledger {self.ledger.name}?')
+        return _(f'Are you sure you want to delete JournalEntry Model {self.je_number} on Ledger {self.ledger.name}?')
 
     def delete(self, **kwargs):
         if not self.can_delete():
diff --git a/django_ledger/models/ledger.py b/django_ledger/models/ledger.py
index 906a6e76..2361e811 100644
--- a/django_ledger/models/ledger.py
+++ b/django_ledger/models/ledger.py
@@ -106,7 +106,7 @@ def visible(self):
 
     def current(self):
         return self.filter(
-            Q(earliest_timestamp__gt=F('entity__last_closing_date'))
+            Q(earliest_timestamp__date__gt=F('entity__last_closing_date'))
             | Q(earliest_timestamp__isnull=True)
         )
 
@@ -392,6 +392,28 @@ def can_unlock(self) -> bool:
             self.is_posted()
         ])
 
+    def can_hide(self) -> bool:
+        """
+        Determines if the LedgerModel can be hidden.
+
+        Returns
+        -------
+        bool
+            True if can be hidden, else False.
+        """
+        return self.hidden is False
+
+    def can_unhide(self) -> bool:
+        """
+        Determines if the LedgerModel can be un-hidden.
+
+        Returns
+        -------
+        bool
+            True if can be un-hidden, else False.
+        """
+        return self.hidden is True
+
     def can_delete(self) -> bool:
         if all([
             not self.is_locked(),
@@ -448,7 +470,7 @@ def unpost(self, commit: bool = False, raise_exception: bool = True, **kwargs):
         raise_exception:bool
             Raises LedgerModelValidationError if un-posting not allowed.
         """
-        if self.can_unpost():
+        if not self.can_unpost():
             if raise_exception:
                 raise LedgerModelValidationError(
                     message=_(f'Ledger {self.uuid} cannot be unposted.')
@@ -511,22 +533,52 @@ def unlock(self, commit: bool = False, **kwargs):
                     'updated'
                 ])
 
+    def hide(self, commit: bool = False, raise_exception: bool = True, **kwargs):
+        if not self.can_hide():
+            if raise_exception:
+                raise LedgerModelValidationError(
+                    message=_(f'Ledger {self.name} cannot be hidden. UUID: {self.uuid}')
+                )
+            return
+        self.hidden = True
+        if commit:
+            self.save(update_fields=[
+                'hidden',
+                'updated'
+            ])
+
+    def unhide(self, commit: bool = False, raise_exception: bool = True, **kwargs):
+        if not self.can_unhide():
+            if raise_exception:
+                raise LedgerModelValidationError(
+                    message=_(f'Ledger {self.name} cannot be un-hidden. UUID: {self.uuid}')
+                )
+            return
+        self.hidden = False
+        if commit:
+            self.save(update_fields=[
+                'hidden',
+                'updated'
+            ])
+
     def delete(self, **kwargs):
         if not self.can_delete():
             raise LedgerModelValidationError(
                 message=_(f'LedgerModel {self.name} cannot be deleted because posted is {self.is_posted()} '
                           f'and locked is {self.is_locked()}')
             )
-        earliest_je_timestamp = self.journal_entries.posted().order_by('-timestamp').values('timestamp').first()
-        if earliest_je_timestamp is not None:
-            earliest_date = earliest_je_timestamp['timestamp'].date()
-            if earliest_date <= self.entity.last_closing_date:
-                raise LedgerModelValidationError(
-                    message=_(
-                        f'Journal Entries with date {earliest_date} cannot be deleted because of lastest closing '
-                        f'entry on {self.get_entity_last_closing_date()}')
-                )
 
+        # checks if ledger model has journal entries in a closed period...
+        if self.entity.has_closing_entry():
+            earliest_je_timestamp = self.journal_entries.posted().order_by('-timestamp').values('timestamp').first()
+            if earliest_je_timestamp is not None:
+                earliest_date = earliest_je_timestamp['timestamp'].date()
+                if earliest_date <= self.entity.last_closing_date:
+                    raise LedgerModelValidationError(
+                        message=_(
+                            f'Journal Entries with date {earliest_date} cannot be deleted because of latest closing '
+                            f'entry on {self.get_entity_last_closing_date()}')
+                    )
         return super().delete(**kwargs)
 
     def get_entity_name(self) -> str:
diff --git a/django_ledger/models/mixins.py b/django_ledger/models/mixins.py
index 27dfb4f3..1b7d09af 100644
--- a/django_ledger/models/mixins.py
+++ b/django_ledger/models/mixins.py
@@ -26,7 +26,7 @@
 from django.utils.translation import gettext_lazy as _
 from markdown import markdown
 
-from django_ledger.io.io_core import validate_io_date, check_tx_balance, get_localtime, get_localdate
+from django_ledger.io.io_core import validate_io_timestamp, check_tx_balance, get_localtime, get_localdate
 from django_ledger.models.utils import lazy_loader
 
 logging.basicConfig(format='%(asctime)s %(message)s', datefmt='%m/%d/%Y %I:%M:%S %p')
@@ -748,7 +748,7 @@ def migrate_state(self,
                 unit_uuids = list(set(k[1] for k in idx_keys))
 
                 if je_timestamp:
-                    je_timestamp = validate_io_date(dt=je_timestamp)
+                    je_timestamp = validate_io_timestamp(dt=je_timestamp)
 
                 now_timestamp = get_localtime() if not je_timestamp else je_timestamp
                 je_list = {
diff --git a/django_ledger/models/transactions.py b/django_ledger/models/transactions.py
index 57d128d5..20e885d3 100644
--- a/django_ledger/models/transactions.py
+++ b/django_ledger/models/transactions.py
@@ -26,7 +26,7 @@
 from django.db.models import Q, QuerySet
 from django.utils.translation import gettext_lazy as _
 
-from django_ledger.io.io_core import validate_io_date
+from django_ledger.io.io_core import validate_io_timestamp
 from django_ledger.models.accounts import AccountModel
 from django_ledger.models.bill import BillModel
 from django_ledger.models.entity import EntityModel
@@ -156,7 +156,7 @@ def to_date(self, to_date: Union[str, date, datetime]):
         """
 
         if isinstance(to_date, str):
-            to_date = validate_io_date(to_date)
+            to_date = validate_io_timestamp(to_date)
 
         if isinstance(to_date, date):
             return self.filter(journal_entry__timestamp__date__lte=to_date)
@@ -180,7 +180,7 @@ def from_date(self, from_date: Union[str, date, datetime]):
             Returns a TransactionModelQuerySet with applied filters.
         """
         if isinstance(from_date, str):
-            from_date = validate_io_date(from_date)
+            from_date = validate_io_timestamp(from_date)
 
         if isinstance(from_date, date):
             return self.filter(journal_entry__timestamp__date__gte=from_date)
@@ -284,10 +284,9 @@ def for_ledger(self,
             Returns a TransactionModelQuerySet with applied filters.
         """
         qs = self.for_entity(user_model=user_model, entity_slug=entity_slug)
-        if isinstance(ledger_model, LedgerModel):
-            return qs.filter(journal_entry__ledger=ledger_model)
-        elif isinstance(ledger_model, str) or isinstance(ledger_model, UUID):
+        if isinstance(ledger_model, UUID):
             return qs.filter(journal_entry__ledger__uuid__exact=ledger_model)
+        return qs.filter(journal_entry__ledger=ledger_model)
 
     def for_unit(self,
                  entity_slug: Union[EntityModel, str],
@@ -479,7 +478,6 @@ class Meta:
         ]
 
     def __str__(self):
-        # pylint: disable=no-member
         return '{x1}-{x2}/{x5}: {x3}/{x4}'.format(x1=self.account.code,
                                                   x2=self.account.name,
                                                   x3=self.amount,
diff --git a/django_ledger/templates/django_ledger/account/tags/account_txs_table.html b/django_ledger/templates/django_ledger/account/tags/account_txs_table.html
index 2e117aaa..77a01929 100644
--- a/django_ledger/templates/django_ledger/account/tags/account_txs_table.html
+++ b/django_ledger/templates/django_ledger/account/tags/account_txs_table.html
@@ -4,18 +4,22 @@
 <div class="table-container">
     <table class="table is-fullwidth is-narrow is-striped is-bordered django-ledger-table-bottom-margin-75">
         <tr>
+            <th class="has-text-centered">JE Number</th>
             <th class="has-text-centered">Date</th>
             <th class="has-text-centered">Credit</th>
             <th class="has-text-centered">Debit</th>
             <th class="has-text-centered">Description</th>
+            <th class="has-text-centered">Unit</th>
             <th class="has-text-centered">Actions</th>
         </tr>
         {% for tx in transactions %}
             <tr class="has-text-centered">
+                <td>{{ tx.journal_entry.je_number }}</td>
                 <td>{{ tx.journal_entry.timestamp }}</td>
                 <td>{% if tx.tx_type == 'credit' %}${{ tx.amount | currency_format }}{% endif %}</td>
                 <td>{% if tx.tx_type == 'debit' %}${{ tx.amount | currency_format }}{% endif %}</td>
                 <td>{{ tx.description }}</td>
+                <td>{{ tx.journal_entry.entity_unit.name }}</td>
                 <td>
                     <div class="dropdown is-right is-hoverable" id="tx-action-{{ tx.uuid }}">
                         <div class="dropdown-trigger">
@@ -37,7 +41,6 @@
                                     <a href="{% url 'django_ledger:invoice-detail' entity_slug=entity_slug invoice_pk=tx.journal_entry.ledger.invoicemodel.uuid %}"
                                        class="dropdown-item has-text-info">View Invoice</a>
                                 {% endif %}
-
                             </div>
                         </div>
                     </div>
@@ -45,11 +48,13 @@
             </tr>
         {% endfor %}
         <tr class="has-text-weight-bold">
+            <td></td>
             <td class="has-text-right">Total</td>
             <td class="has-text-centered">${{ total_credits | currency_format }}</td>
             <td class="has-text-centered">${{ total_debits | currency_format }}</td>
             <td></td>
             <td></td>
+            <td></td>
         </tr>
     </table>
 </div>
diff --git a/django_ledger/templates/django_ledger/financial_statements/tags/cash_flow_statement.html b/django_ledger/templates/django_ledger/financial_statements/tags/cash_flow_statement.html
index 2e551572..4bd4b6f9 100644
--- a/django_ledger/templates/django_ledger/financial_statements/tags/cash_flow_statement.html
+++ b/django_ledger/templates/django_ledger/financial_statements/tags/cash_flow_statement.html
@@ -40,7 +40,7 @@
                 {{ tx_digest.cash_flow_statement.operating.GROUP_CFS_OP_INVESTMENT_GAINS.description }}
             </td>
             <td class="has-text-right">
-                {% currency_symbol %}{{ tx_digest.cash_flow_statement.operating.GROUP_CFS_OP_INVESTMENT_GAINS.balance }}</td>
+                {% currency_symbol %}{{ tx_digest.cash_flow_statement.operating.GROUP_CFS_OP_INVESTMENT_GAINS.balance | currency_format }}</td>
         </tr>
 
         {# Non-cash Charges to Current Accounts #}
diff --git a/django_ledger/templates/django_ledger/financial_statements/tags/income_statement.html b/django_ledger/templates/django_ledger/financial_statements/tags/income_statement.html
index 966d1673..42243135 100644
--- a/django_ledger/templates/django_ledger/financial_statements/tags/income_statement.html
+++ b/django_ledger/templates/django_ledger/financial_statements/tags/income_statement.html
@@ -76,7 +76,7 @@
                         <span class="icon">{% icon 'bi:arrow-bar-up' 24 %}</span>
                     {% endif %}
                 </td>
-                <td>{% currency_symbol %}{{ acc.balance_abs | currency_format }}</td>
+                <td>{% currency_symbol %}{{ acc.balance | reverse_sign | currency_format }}</td>
             </tr>
         {% endfor %}
         <tr>
@@ -126,7 +126,7 @@
                         <span class="icon">{% icon 'bi:arrow-bar-up' 24 %}</span>
                     {% endif %}
                 </td>
-                <td>{% currency_symbol %}{{ acc.balance_abs | currency_format }}</td>
+                <td>{% currency_symbol %}{{ acc.balance | reverse_sign | currency_format }}</td>
             </tr>
         {% endfor %}
         <tr>
@@ -137,7 +137,7 @@
             <td></td>
             <td><h2 class="is-size-5 has-text-right">{% trans 'Net Operating Expenses' %}</h2></td>
             <td class="is-size-5 has-text-weight-bold">
-                {% currency_symbol %}{{ tx_digest.income_statement.operating.net_operating_expenses | absolute | currency_format }}</td>
+                {% currency_symbol %}{{ tx_digest.income_statement.operating.net_operating_expenses | reverse_sign | currency_format }}</td>
         </tr>
 
 
@@ -177,7 +177,7 @@
                         <span class="icon">{% icon 'bi:arrow-bar-up' 24 %}</span>
                     {% endif %}
                 </td>
-                <td class="is-size-5">{% currency_symbol %}{{ acc.balance_abs | currency_format }}</td>
+                <td class="is-size-5">{% currency_symbol %}{{ acc.balance | currency_format }}</td>
             </tr>
         {% endfor %}
         <tr>
@@ -216,7 +216,7 @@
                         <span class="icon">{% icon 'bi:arrow-bar-up' 24 %}</span>
                     {% endif %}
                 </td>
-                <td class="is-size-5">{% currency_symbol %}{{ acc.balance_abs | currency_format }}</td>
+                <td class="is-size-5">{% currency_symbol %}{{ acc.balance | reverse_sign | currency_format }}</td>
             </tr>
         {% endfor %}
         <tr>
@@ -239,7 +239,7 @@
             <td></td>
             <td><h2 class="is-size-4 has-text-right">{% trans 'Net Other Income (Loss)' %}</h2></td>
             <td class="is-size-3">
-                {% currency_symbol %}{{ tx_digest.income_statement.other.net_other_income| currency_format }}</td>
+                {% currency_symbol %}{{ tx_digest.income_statement.other.net_other_income | currency_format }}</td>
         </tr>
 
 
diff --git a/django_ledger/templates/django_ledger/includes/widget_ic.html b/django_ledger/templates/django_ledger/includes/widget_ic.html
index 2510c364..e5a53264 100644
--- a/django_ledger/templates/django_ledger/includes/widget_ic.html
+++ b/django_ledger/templates/django_ledger/includes/widget_ic.html
@@ -7,7 +7,7 @@ <h1 class="has-text-centered">
         {% currency_symbol %}{{ tx_digest.group_balance.GROUP_INCOME | currency_format }}</h1>
     <h2 class="has-text-centered has-text-weight-light">{% trans 'Expenses' %}</h2>
     <h1 class="has-text-centered">
-        {% currency_symbol %}{{ tx_digest.group_balance.GROUP_EXPENSES | reverse_sing | currency_format }}</h1>
+        {% currency_symbol %}{{ tx_digest.group_balance.GROUP_EXPENSES | reverse_sign | currency_format }}</h1>
     <h2 class="has-text-centered has-text-weight-light">{% trans 'Earnings (Loss)' %}</h2>
     <h1 class="has-text-centered">
         {% currency_symbol %}{{ tx_digest.group_balance.GROUP_EARNINGS | currency_format }}</h1>
diff --git a/django_ledger/templates/django_ledger/journal_entry/includes/card_journal_entry.html b/django_ledger/templates/django_ledger/journal_entry/includes/card_journal_entry.html
index 554c5667..70369578 100644
--- a/django_ledger/templates/django_ledger/journal_entry/includes/card_journal_entry.html
+++ b/django_ledger/templates/django_ledger/journal_entry/includes/card_journal_entry.html
@@ -6,10 +6,15 @@
         <div class="card-header-title is-size-2">{% trans 'Journal Entry Detail' %}</div>
     </div>
     <div class="card-content">
-        <h2 class="is-size-2">{% trans 'Date' %}: {{ journal_entry.timestamp | date }}</h2>
-        {% if journal_entry.unit %}
-            <h2 class="is-size-2 has-text-weight-light">{% trans 'Unit' %}: {{ journal_entry.get_entity_unit_name }}</h2>
+        <h2 class="is-size-2 has-text-success">{{ journal_entry.je_number }}</h2>
+
+        {% if journal_entry.entity_unit %}
+            <h2 class="is-size-2 has-text-weight-light">{{ journal_entry.entity_unit.name }}</h2>
         {% endif %}
+
+        <h2 class="is-size-2">{% trans 'Date' %}: {{ journal_entry.timestamp | date }}</h2>
+
+
         <h3 class="is-size-4">{% trans 'Posted' %}:
             {% if journal_entry.is_posted %}
                 <span class="icon has-text-success">{% icon 'ant-design:check-circle-filled' 24 %}</span>
@@ -34,16 +39,20 @@ <h4 class="is-size-4 has-text-weight-light">{{ journal_entry.description }}</h4>
     </div>
     <div class="card-footer">
         {% if journal_entry.can_lock %}
-            <a href="{{ journal_entry.get_lock_url }}" class="card-footer-item has-text-success has-text-weight-bold">{% trans 'Lock' %}</a>
+            <a href="{{ journal_entry.get_lock_url }}"
+               class="card-footer-item has-text-success has-text-weight-bold">{% trans 'Lock' %}</a>
         {% endif %}
         {% if journal_entry.can_unlock %}
-            <a href="{{ journal_entry.get_unlock_url }}" class="card-footer-item has-text-warning has-text-weight-bold">{% trans 'UnLock' %}</a>
+            <a href="{{ journal_entry.get_unlock_url }}"
+               class="card-footer-item has-text-warning has-text-weight-bold">{% trans 'UnLock' %}</a>
         {% endif %}
         {% if journal_entry.can_post %}
-            <a href="{{ journal_entry.get_post_url }}" class="card-footer-item has-text-success has-text-weight-bold">{% trans 'Post' %}</a>
+            <a href="{{ journal_entry.get_post_url }}"
+               class="card-footer-item has-text-success has-text-weight-bold">{% trans 'Post' %}</a>
         {% endif %}
         {% if journal_entry.can_unpost %}
-            <a href="{{ journal_entry.get_unpost_url }}" class="card-footer-item has-text-danger has-text-weight-bold">{% trans 'UnPost' %}</a>
+            <a href="{{ journal_entry.get_unpost_url }}"
+               class="card-footer-item has-text-danger has-text-weight-bold">{% trans 'UnPost' %}</a>
         {% endif %}
 
     </div>
diff --git a/django_ledger/templates/django_ledger/journal_entry/je_detail.html b/django_ledger/templates/django_ledger/journal_entry/je_detail.html
index 37f8aac5..4584971a 100644
--- a/django_ledger/templates/django_ledger/journal_entry/je_detail.html
+++ b/django_ledger/templates/django_ledger/journal_entry/je_detail.html
@@ -21,7 +21,7 @@
                     </a>
                     <a class="button is-dark"
                        href="{% url 'django_ledger:je-list' entity_slug=view.kwargs.entity_slug ledger_pk=view.kwargs.ledger_pk %}">
-                        {% trans 'Back' %}
+                        {% trans 'Ledger List' %}
                     </a>
                     {% if journal_entry.can_unlock %}
                         <a class="button is-warning"
diff --git a/django_ledger/templates/django_ledger/ledger/tags/ledgers_table.html b/django_ledger/templates/django_ledger/ledger/tags/ledgers_table.html
index a6ac57d7..f2473c38 100644
--- a/django_ledger/templates/django_ledger/ledger/tags/ledgers_table.html
+++ b/django_ledger/templates/django_ledger/ledger/tags/ledgers_table.html
@@ -115,6 +115,16 @@
                                     <a href="{% url 'django_ledger:ledger-action-unpost' entity_slug=entity_slug ledger_pk=ledger.uuid %}"
                                        class="dropdown-item has-text-warning has-text-weight-bold">{% trans 'UnPost' %}</a>
                                 {% endif %}
+
+                                {% if ledger.can_hide %}
+                                    <a href="{% url 'django_ledger:ledger-action-hide' entity_slug=entity_slug ledger_pk=ledger.uuid %}"
+                                       class="dropdown-item has-text-warning has-text-weight-bold">{% trans 'Hide' %}</a>
+                                {% endif %}
+                                {% if ledger.can_unhide %}
+                                    <a href="{% url 'django_ledger:ledger-action-unhide' entity_slug=entity_slug ledger_pk=ledger.uuid %}"
+                                       class="dropdown-item has-text-danger has-text-weight-bold">{% trans 'UnHide' %}</a>
+                                {% endif %}
+
                                 {% if ledger.can_delete %}
                                     <a href="{% url 'django_ledger:ledger-delete' entity_slug=entity_slug ledger_pk=ledger.uuid %}"
                                        class="dropdown-item has-text-danger has-text-weight-bold">{% trans 'Delete' %}</a>
diff --git a/django_ledger/templatetags/django_ledger.py b/django_ledger/templatetags/django_ledger.py
index 1a961dc0..16fc301c 100644
--- a/django_ledger/templatetags/django_ledger.py
+++ b/django_ledger/templatetags/django_ledger.py
@@ -48,6 +48,14 @@ def absolute(value):
         return abs(value)
 
 
+@register.filter(name='reverse_sign')
+def reverse_sign(value):
+    if value:
+        if isinstance(value, str):
+            value = float(value)
+        return -value
+
+
 @register.filter(name='currency_format')
 def currency_format(value):
     if not value:
@@ -61,13 +69,6 @@ def percentage(value):
         return '{0:,.2f}%'.format(value * 100)
 
 
-@register.filter(name='reverse_sing')
-def reverse_sign(value: float):
-    if value:
-        return -value
-    return 0
-
-
 @register.filter(name='last_four')
 def last_four(value: str):
     if value:
diff --git a/django_ledger/tests/test_auth.py b/django_ledger/tests/test_auth.py
index b04e4252..cd47e60f 100644
--- a/django_ledger/tests/test_auth.py
+++ b/django_ledger/tests/test_auth.py
@@ -31,9 +31,8 @@ def test_user_with_wrong_credentials(self):
             'password': self.PASSWORD + '1',
         }, follow=False)
         self.assertContains(response, text='Login', status_code=200)
-        self.assertFormError(response,
-                             field=None,
-                             form='form',
+        self.assertFormError(field=None,
+                             form=response.context_data['form'],
                              errors=[
                                  'Please enter a correct username and password. Note that both fields may be case-sensitive.'
                              ])
@@ -43,9 +42,8 @@ def test_user_with_wrong_credentials(self):
             'password': self.PASSWORD,
         }, follow=False)
         self.assertContains(response, text='Login', status_code=200)
-        self.assertFormError(response,
-                             field=None,
-                             form='form',
+        self.assertFormError(field=None,
+                             form=response.context_data['form'],
                              errors=[
                                  'Please enter a correct username and password. Note that both fields may be case-sensitive.'
                              ])
@@ -71,5 +69,5 @@ def test_user_can_logout(self):
         # logout button is present...
         self.assertContains(response, text='id="djl-el=logout-button-nav"')
 
-        response = self.client.get(logout_url)
+        response = self.client.post(logout_url)
         self.assertRedirects(response, expected_url=login_url)
diff --git a/django_ledger/urls/ledger.py b/django_ledger/urls/ledger.py
index 463099a2..57d612a5 100644
--- a/django_ledger/urls/ledger.py
+++ b/django_ledger/urls/ledger.py
@@ -50,4 +50,11 @@
          views.LedgerModelModelActionView.as_view(action_name='unlock'),
          name='ledger-action-unlock'),
 
+    path('<slug:entity_slug>/action/<uuid:ledger_pk>/hide/',
+         views.LedgerModelModelActionView.as_view(action_name='hide'),
+         name='ledger-action-hide'),
+    path('<slug:entity_slug>/action/<uuid:ledger_pk>/unhide/',
+         views.LedgerModelModelActionView.as_view(action_name='unhide'),
+         name='ledger-action-unhide'),
+
 ]
diff --git a/django_ledger/views/account.py b/django_ledger/views/account.py
index f4971280..a56c09d7 100644
--- a/django_ledger/views/account.py
+++ b/django_ledger/views/account.py
@@ -161,7 +161,9 @@ def get_context_data(self, **kwargs):
         context['header_title'] = f'Account {account.code} - {account.name}'
         context['page_title'] = f'Account {account.code} - {account.name}'
         account_model: AccountModel = self.object
-        txs_qs = account_model.transactionmodel_set.posted().order_by('journal_entry__timestamp')
+        txs_qs = account_model.transactionmodel_set.posted().order_by(
+            'journal_entry__timestamp').select_related(
+            'journal_entry', 'journal_entry__entity_unit')
         txs_qs = txs_qs.from_date(self.get_from_date())
         txs_qs = txs_qs.to_date(self.get_to_date())
         context['transactions'] = txs_qs
diff --git a/django_ledger/views/djl_api.py b/django_ledger/views/djl_api.py
index c0e14b95..583e0ce4 100644
--- a/django_ledger/views/djl_api.py
+++ b/django_ledger/views/djl_api.py
@@ -38,7 +38,10 @@ def get(self, request, *args, **kwargs):
                 by_period=True,
                 process_groups=True,
                 from_date=self.request.GET.get('fromDate'),
-                to_date=self.request.GET.get('toDate')
+                to_date=self.request.GET.get('toDate'),
+
+                # todo: For PnL to display proper period values must not use closing entries.
+                use_closing_entries=False
             )
 
             io_data = io_digest.get_io_data()
diff --git a/django_ledger/views/journal_entry.py b/django_ledger/views/journal_entry.py
index 01f4162c..ac6b1d48 100644
--- a/django_ledger/views/journal_entry.py
+++ b/django_ledger/views/journal_entry.py
@@ -130,7 +130,7 @@ class JournalEntryUpdateView(DjangoLedgerSecurityMixIn, JournalEntryModelModelVi
 
     def get_form(self, form_class=None):
         je_model: JournalEntryModel = self.object
-        if not je_model.can_edit_timestamp():
+        if not je_model.can_edit():
             return JournalEntryModelCannotEditForm(
                 entity_slug=self.kwargs['entity_slug'],
                 ledger_model=je_model.ledger,
diff --git a/notebooks/QuickStart Notebook.ipynb b/notebooks/QuickStart Notebook.ipynb
index 2b19e455..f3772203 100644
--- a/notebooks/QuickStart Notebook.ipynb	
+++ b/notebooks/QuickStart Notebook.ipynb	
@@ -21,7 +21,7 @@
     "import django\n",
     "# for easier visualization it is recommended to use pandas to render data...\n",
     "# if pandas is not installed, you may install it with this command: pip install -U pandas\n",
-    "# pandas is not a dependecy of django_ledger...\n",
+    "# pandas is not a dependency of django_ledger...\n",
     "import pandas as pd\n",
     "from django.core.exceptions import ObjectDoesNotExist\n",
     "\n",
@@ -181,10 +181,7 @@
      "end_time": "2023-12-14T18:24:00.733668Z",
      "start_time": "2023-12-14T18:24:00.692071Z"
     },
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "outputs": [],
    "source": [
@@ -223,10 +220,7 @@
   {
    "cell_type": "markdown",
    "metadata": {
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "source": [
     "- This action will populate the EntityModel with random data.\n",
@@ -330,10 +324,7 @@
      "end_time": "2023-12-14T18:24:04.626129Z",
      "start_time": "2023-12-14T18:24:04.582327Z"
     },
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "outputs": [],
    "source": [
@@ -350,10 +341,7 @@
   {
    "cell_type": "markdown",
    "metadata": {
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "source": [
     "## Default CoA Accounts"
@@ -401,10 +389,7 @@
   {
    "cell_type": "markdown",
    "metadata": {
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "source": [
     "No Accounts yet on this CoA..."
@@ -418,10 +403,7 @@
      "end_time": "2023-12-14T18:24:04.637576Z",
      "start_time": "2023-12-14T18:24:04.598239Z"
     },
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "outputs": [],
    "source": [
@@ -504,10 +486,7 @@
   {
    "cell_type": "markdown",
    "metadata": {
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "source": [
     "Empty ChartOfAccountModel..."
@@ -521,10 +500,7 @@
      "end_time": "2023-12-14T18:24:07.892715Z",
      "start_time": "2023-12-14T18:24:07.841515Z"
     },
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "outputs": [],
    "source": [
@@ -538,10 +514,7 @@
   {
    "cell_type": "markdown",
    "metadata": {
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "source": [
     "### Get All Accounts at Once"
@@ -555,10 +528,7 @@
      "end_time": "2023-12-14T18:24:08.264794Z",
      "start_time": "2023-12-14T18:24:08.224705Z"
     },
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "outputs": [],
    "source": [
@@ -568,10 +538,7 @@
   {
    "cell_type": "markdown",
    "metadata": {
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "source": [
     "A dictionary, CoA Model -> Account List."
@@ -585,10 +552,7 @@
      "end_time": "2023-12-14T18:24:08.603414Z",
      "start_time": "2023-12-14T18:24:08.583298Z"
     },
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "outputs": [],
    "source": [
@@ -603,10 +567,7 @@
      "end_time": "2023-12-14T18:24:08.803263Z",
      "start_time": "2023-12-14T18:24:08.784803Z"
     },
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "outputs": [],
    "source": [
@@ -621,10 +582,7 @@
      "end_time": "2023-12-14T18:24:09.012966Z",
      "start_time": "2023-12-14T18:24:08.968102Z"
     },
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "outputs": [],
    "source": [
@@ -694,10 +652,7 @@
   {
    "cell_type": "markdown",
    "metadata": {
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "source": [
     "# Basic Django Ledger Usage\n",
@@ -718,10 +673,7 @@
      "end_time": "2023-12-14T18:24:10.820988Z",
      "start_time": "2023-12-14T18:24:10.755461Z"
     },
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "outputs": [],
    "source": [
@@ -857,10 +809,7 @@
   {
    "cell_type": "markdown",
    "metadata": {
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "source": [
     "### Get Financial Statement Report Data fro Ledger Model"
@@ -869,10 +818,7 @@
   {
    "cell_type": "markdown",
    "metadata": {
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "source": [
     "Balance Sheet"
@@ -886,10 +832,7 @@
      "end_time": "2023-12-14T18:24:16.004384Z",
      "start_time": "2023-12-14T18:24:15.969223Z"
     },
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "outputs": [],
    "source": [
@@ -904,10 +847,7 @@
   {
    "cell_type": "markdown",
    "metadata": {
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "source": [
     "Income Statement"
@@ -921,10 +861,7 @@
      "end_time": "2023-12-14T18:24:17.023819Z",
      "start_time": "2023-12-14T18:24:17.003195Z"
     },
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "outputs": [],
    "source": [
@@ -939,10 +876,7 @@
   {
    "cell_type": "markdown",
    "metadata": {
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "source": [
     "Cash Flow Statement"
@@ -956,10 +890,7 @@
      "end_time": "2023-12-14T18:24:17.595825Z",
      "start_time": "2023-12-14T18:24:17.560678Z"
     },
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "outputs": [],
    "source": [
@@ -975,10 +906,7 @@
   {
    "cell_type": "markdown",
    "metadata": {
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "source": [
     "All Statements in a Single Call"
@@ -992,10 +920,7 @@
      "end_time": "2023-12-14T18:28:20.342930Z",
      "start_time": "2023-12-14T18:28:20.324301Z"
     },
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "outputs": [],
    "source": [
@@ -1016,10 +941,7 @@
      "end_time": "2023-12-14T18:28:20.914592Z",
      "start_time": "2023-12-14T18:28:20.877785Z"
     },
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "outputs": [],
    "source": [
@@ -1034,10 +956,7 @@
      "end_time": "2023-12-14T18:28:21.283830Z",
      "start_time": "2023-12-14T18:28:21.270719Z"
     },
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "outputs": [],
    "source": [
@@ -1052,10 +971,7 @@
      "end_time": "2023-12-14T18:28:21.830753Z",
      "start_time": "2023-12-14T18:28:21.801953Z"
     },
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "outputs": [],
    "source": [
@@ -1358,10 +1274,7 @@
      "end_time": "2023-11-13T17:38:53.763612Z",
      "start_time": "2023-11-13T17:38:53.740532Z"
     },
-    "collapsed": false,
-    "jupyter": {
-     "outputs_hidden": false
-    }
+    "collapsed": false
    },
    "outputs": [],
    "source": [
diff --git a/pyproject.toml b/pyproject.toml
index 81623f73..6075c6ed 100644
--- a/pyproject.toml
+++ b/pyproject.toml
@@ -1,6 +1,6 @@
 [project]
 name = "django-ledger"
-version = "0.5.6.2"
+version = "0.5.6.3"
 readme = "README.md"
 requires-python = ">=3.7"
 description = "Bookkeeping & Financial analysis backend for Django. Balance Sheet, Income Statements, Chart of Accounts, Entities"