Added ReportUrl to help building the report chooser in the accounting application.

accounting/templates/accounting/include/report-chooser.html

@@ -63,42 +63,42 @@ First written: 2020/7/9
     <span class="d-md-none">{% trans "Book" context "Accounting|" as text %}{{ text|force_escape }}</span>
   </button>
   <div class="dropdown-menu subject-picker">
-    <a class="dropdown-item {% if request.resolver_match.url_name == "cash" %} active {% endif %}" href="{% url "accounting:cash.home" %}">
+    <a class="dropdown-item {% if request.resolver_match.url_name == "cash" %} active {% endif %}" href="{{ reports.cash }}">
       <i class="fas fa-money-bill-wave"></i>
       {% trans "Cash Account" context "Accounting|" as text %}
       {{ text|force_escape }}
     </a>
-    <a class="dropdown-item {% if request.resolver_match.url_name == "cash-summary" %} active {% endif %}" href="{% url "accounting:cash-summary.home" %}">
+    <a class="dropdown-item {% if request.resolver_match.url_name == "cash-summary" %} active {% endif %}" href="{{ reports.cash_summary }}">
       <i class="fas fa-money-bill-wave"></i>
       {% trans "Cash Summary" context "Accounting|" as text %}
       {{ text|force_escape }}
     </a>
-    <a class="dropdown-item {% if request.resolver_match.url_name == "ledger" %} active {% endif %}" href="{% url "accounting:ledger.home" %}">
+    <a class="dropdown-item {% if request.resolver_match.url_name == "ledger" %} active {% endif %}" href="{{ reports.ledger }}">
       <i class="fas fa-file-invoice-dollar"></i>
       {% trans "Ledger" context "Accounting|" as text %}
       {{ text|force_escape }}
     </a>
-    <a class="dropdown-item {% if request.resolver_match.url_name == "ledger-summary" %} active {% endif %}" href="{% url "accounting:ledger-summary.home" %}">
+    <a class="dropdown-item {% if request.resolver_match.url_name == "ledger-summary" %} active {% endif %}" href="{{ reports.ledger_summary }}">
       <i class="fas fa-file-invoice-dollar"></i>
       {% trans "Ledger Summary" context "Accounting|" as text %}
       {{ text|force_escape }}
     </a>
-    <a class="dropdown-item {% if request.resolver_match.url_name == "journal" %} active {% endif %}" href="{% url "accounting:journal.home" %}">
+    <a class="dropdown-item {% if request.resolver_match.url_name == "journal" %} active {% endif %}" href="{{ reports.journal }}">
       <i class="fas fa-book"></i>
       {% trans "Journal" context "Accounting|" as text %}
       {{ text|force_escape }}
     </a>
-    <a class="dropdown-item {% if request.resolver_match.url_name == "trial-balance" %} active {% endif %}" href="{% url "accounting:trial-balance.home" %}">
+    <a class="dropdown-item {% if request.resolver_match.url_name == "trial-balance" %} active {% endif %}" href="{{ reports.trial_balance }}">
       <i class="fas fa-balance-scale-right"></i>
       {% trans "Trial Balance" context "Accounting|" as text %}
       {{ text|force_escape }}
     </a>
-    <a class="dropdown-item {% if request.resolver_match.url_name == "income-statement" %} active {% endif %}" href="{% url "accounting:income-statement.home" %}">
+    <a class="dropdown-item {% if request.resolver_match.url_name == "income-statement" %} active {% endif %}" href="{{ reports.income_statement }}">
       <i class="fas fa-file-invoice"></i>
       {% trans "Income Statement" context "Accounting|" as text %}
       {{ text|force_escape }}
     </a>
-    <a class="dropdown-item {% if request.resolver_match.url_name == "balance-sheet" %} active {% endif %}" href="{% url "accounting:balance-sheet.home" %}">
+    <a class="dropdown-item {% if request.resolver_match.url_name == "balance-sheet" %} active {% endif %}" href="{{ reports.balance_sheet }}">
       <i class="fas fa-balance-scale"></i>
       {% trans "Balance Sheet" context "Accounting|" as text %}
       {{ text|force_escape }}

accounting/utils.py

@@ -0,0 +1,91 @@
+from django.conf import settings
+from django.urls import reverse
+
+from accounting.models import Subject
+from mia_core.period import Period
+
+
+class ReportUrl:
+    """The URL of the accounting reports.
+
+    Args:
+        **kwargs: the keyword arguments:
+            period (Period): The currently-specified period.
+            cash (Subject): The currently-specified subject of the
+                cash account or cash summary.
+            ledger (Subject): The currently-specified subject of the
+                ledger or leger summary.
+
+    Attributes:
+        cash (str): The URL of the cash account.
+        cash_summary (str): The URL of the cash summary.
+        ledger (str): The URL of the ledger.
+        ledger_summary (str): The URL of the ledger summary.
+        journal (str): The URL of the journal.
+        trial_balance (str): The URL of the trial balance.
+        income_statement (str): The URL of the income statement.
+        balance_sheet (str): The URL of the balance sheet.
+    """
+    _period = None
+    _cash_subject = None
+    _ledger_subject = None
+
+    def __init__(self, **kwargs):
+        if "period" in kwargs:
+            self._period = kwargs["period"]
+        else:
+            self._period = Period(None, None, None, None)
+        if "cash" in kwargs:
+            self._cash_subject = kwargs["cash"]
+        else:
+            self._cash_subject = Subject.objects.filter(
+                code=settings.ACCOUNTING["DEFAULT_CASH_SUBJECT"]
+            ).first()
+        if "ledger" in kwargs:
+            self._ledger_subject = kwargs["ledger"]
+        else:
+            self._ledger_subject = Subject.objects.filter(
+                code=settings.ACCOUNTING["DEFAULT_LEDGER_SUBJECT"]
+            ).first()
+
+    @property
+    def cash(self):
+        return reverse(
+            "accounting:cash",
+            args=[self._cash_subject.code, self._period.spec])
+
+    @property
+    def cash_summary(self):
+        return reverse(
+            "accounting:cash-summary", args=[self._cash_subject.code])
+
+    @property
+    def ledger(self):
+        return reverse(
+            "accounting:ledger",
+            args=[self._ledger_subject.code, self._period.spec])
+
+    @property
+    def ledger_summary(self):
+        return reverse(
+            "accounting:ledger-summary",
+            args=[self._ledger_subject.code])
+
+    @property
+    def journal(self):
+        return reverse("accounting:journal", args=[self._period.spec])
+
+    @property
+    def trial_balance(self):
+        return reverse(
+            "accounting:trial-balance", args=[self._period.spec])
+
+    @property
+    def income_statement(self):
+        return reverse(
+            "accounting:income-statement", args=[self._period.spec])
+
+    @property
+    def balance_sheet(self):
+        return reverse(
+            "accounting:balance-sheet", args=[self._period.spec])

accounting/views/__init__.py

@@ -30,6 +30,7 @@ from django.utils.translation import get_language, pgettext
 from django.views.decorators.http import require_GET
 
 from accounting.models import Record, Transaction, Subject
+from accounting.utils import ReportUrl
 from mia import settings
 from mia_core.digest_auth import digest_login_required
 from mia_core.period import Period
@@ -198,4 +199,5 @@ ORDER BY
         "pagination": pagination,
         "subject": subject,
         "period": period,
+        "reports": ReportUrl(cash=subject, period=period)
     })

mia_core/period.py

@@ -33,10 +33,10 @@ class Period:
     """The template helper for the period chooser.
 
     Args:
-        language (str): The current language.
-        data_start (date): The available first day of the data.
-        data_end (date): The available last day of the data.
-        spec (str): The current period specification
+        language (str|None): The current language.
+        data_start (date|None): The available first day of the data.
+        data_end (date|None): The available last day of the data.
+        spec (str|None): The current period specification
 
     Attributes:
         spec (date): The currently-working period specification.
@@ -322,7 +322,7 @@ class Period:
         """The period parser.
 
         Args:
-            spec (str): The period specification.
+            spec (str|None): The period specification.
 
         Attributes:
             spec (str): The currently-using period specification.
@@ -339,6 +339,9 @@ class Period:
         error = None
 
         def __init__(self, spec):
+            if spec is None:
+                self.set_this_month()
+                return
             self.spec = spec
             # A specific month
             m = re.match("^([0-9]{4})-([0-9]{2})$", spec)
@@ -457,16 +460,20 @@ class Period:
             # Wrong period format
             self.invalid_period()
 
+        def set_this_month(self):
+            """Sets the period to this month."""
+            today = localdate()
+            self.spec = dateformat.format(today, "Y-m")
+            self.start = date(today.year, today.month, 1)
+            self.end = self.get_month_last_day(self.start)
+            self.description = gettext("This Month")
+
         def invalid_period(self):
             """Sets the period when the period specification is
             invalid.
             """
             self.error = gettext("Invalid period.")
-            today = localdate()
-            self.spec = dateformat.format(localdate(), "Y-m")
-            self.start = date(today.year, today.month, 1)
-            self.end = self.get_month_last_day(self.start)
-            self.description = gettext("This Month")
+            self.set_this_month()
 
         @staticmethod
         def get_month_last_day(day):