Commit Graph

337 Commits

Author SHA1 Message Date
8294f2af36 Fixed the documentation in the templates of the transactions in the accounting application. 2020-08-05 22:10:51 +08:00
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4f8ed8dc85 Added the missing handlers for the PaginationException to the views in the accounting application. 2020-08-05 13:38:12 +08:00
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184e94e2c6 Revised the codes in the views with PEP8 and PyCharms inspection for the accounting application. 2020-08-05 13:35:09 +08:00
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4f837f942f Revised the get_summary_categories() utility to sort the returned categories by their frequencies in the accounting application. 2020-08-05 11:33:15 +08:00
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97b9190b32 Fixed to deal with PaginationException. 2020-08-05 10:04:44 +08:00
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b6111f0707 Fixed the find_order_holes() utility so that pseudo records does not count in the accounting application. 2020-08-05 09:36:09 +08:00
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dd8b192913 Revised and simplified the code for the URL on txn_delete() in the accounting application. 2020-08-05 09:30:10 +08:00
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34fb682de1 Added an addition blank line before the account_options() view in the accounting application. 2020-08-05 09:20:13 +08:00
c765d8ec86 Revised the algorithm to find the transactions to reorder when the date of an existing transaction is changed in a transaction form in the accounting application. 2020-08-05 08:29:30 +08:00
97825dfe8d Added the account deletion. 2020-08-05 08:23:20 +08:00
b6f5bbaf9e Fixed the fill_txn_from_post() utility so that it works on new transactions without any record in the accounting application. 2020-08-05 08:04:40 +08:00
65bfdf3a88 Renamed the class subject-line to account-line in the accounting application. 2020-08-05 07:51:35 +08:00
b2ce0eff54 Applied the summary helper and JavaScripts to the transaction form, so that the transaction form works in the accounting application. 2020-08-05 07:48:50 +08:00
2c6256b497 Fixed to return as JSON in the get_summary_categories() utility in the accounting application. 2020-08-05 00:28:50 +08:00
4f7c338dfd Added transactions.css to the views of the transactions in the accounting application. 2020-08-04 23:59:15 +08:00
66c08fd413 Rewrote the get_summary_categories() utility to only query once in the accounting application. 2020-08-04 23:26:30 +08:00
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8f90912146 Fixed to resort the order when the date is changed in a transaction form in the accounting application. 2020-08-04 14:02:52 +08:00
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3680d550c7 Added a movie to the accounting_sample command in the accounting application. 2020-08-04 09:56:02 +08:00
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245e4c6573 Added the get_summary_categories() utility and put the categories in the transaction forms in the accounting application. 2020-08-04 09:55:27 +08:00
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12d4af06a0 Added TODO to the views to-do in the accounting application. 2020-08-04 09:18:28 +08:00
44e22d711f Renamed the sn column to id in the accounting application. 2020-08-04 01:59:51 +08:00
733335c715 Replaced the set() method with the kwargs-based query() method in UrlBuilder in the Mia core application. 2020-08-03 23:12:04 +08:00
b749581162 Moved the data preparation out of the transaction in the txn_store() view in the accounting application. 2020-08-03 22:55:18 +08:00
1d7acef3e1 Renamed RecordSummary to MonthlySummary, changed it from a Django data model to a simple data class, and moved it from accounting.models to accounting.utils in the accounting application. 2020-08-03 22:48:43 +08:00
66f57b7b0d Added the title_case filter and replaced the title filter with the title_case filter to display titles in American English. 2020-08-03 22:31:13 +08:00
3babe8bc1f Added the prep_desc property to Period to return the text descriptions with prepositions, to be easier to embed it in a text message in the Mia core application, and applied it in the accounting reports in the accounting application. 2020-08-03 22:20:20 +08:00
95e0173126 Replaced the invalid_period() method in Period.Parser with ValueError in the Mia core application. 2020-08-03 21:42:51 +08:00
18161c3fb2 Changed the cumulative_balance property in RecordSummary from a decorated @property to a simple property in the accounting application. 2020-08-03 20:01:36 +08:00
a9a47f8526 Fixed the error not setting the label correctly in the cash account summary and ledger summary in the accounting application. 2020-08-03 19:32:41 +08:00
841fbc1223 Added the add_css and add_js template tags to add local CSS and JavaScript files to the base template in the Mia core application, and applied them in the templates of the accounting application. 2020-08-03 00:20:26 +08:00
cbac2ba61e Added the account_options() view to return the account options in the accounting application. 2020-08-03 00:02:51 +08:00
ce1d640866 Added the test case for the sort_post_txn_records() utility in the accounting application. 2020-08-02 23:08:53 +08:00
14c6d2e4bf Revised the sort_post_txn_records() utility to fill in the new order as strings instead of integers in the accounting applications. 2020-08-02 23:08:13 +08:00
2c3bd43345 Fixed the URL of the 3351 brought-forward subject in the balance sheet to the income statement before the current period in the accounting application. 2020-08-02 22:38:16 +08:00
b652d090d3 Added the mount, debit_amount, and credit_amount properties to replace the run-time balance, total, debit, and credit properties in the Account data model in the accounting application. 2020-08-02 19:42:48 +08:00
bcc394128e Applied the title filter to the account titles in the trial balance in the accounting application. 2020-08-02 18:47:16 +08:00
65a950a28a Changed the safe-guard condition of the accounting_sample command in the accounting application. 2020-08-02 18:29:10 +08:00
2ae1e825f6 Revised the accounting_sample command to supply the account code as numbers instead of strings in the accounting application. 2020-08-02 18:26:01 +08:00
6cbef81088 Wrapped the accounting_sample command in a transaction in the accounting application. 2020-08-02 18:23:01 +08:00
2b9034cfe8 Moved the hard-coded account code 3351 and 3353 to constants in the Account data model in the accounting application. 2020-08-02 18:20:36 +08:00
da3e7912de Moved the account code of cash from hard-coded in the codes to a class constant in the Account data model in the accounting application. 2020-08-02 18:13:04 +08:00
377b25f669 Changed the decorated @property balance to a real property in the Record data model in the accounting application, for simplicity. 2020-08-02 18:00:06 +08:00
f3e2280041 Revised the debit_amount and credit_amount pseudo property in the Record data model in the accounting application. 2020-08-02 17:57:16 +08:00
fe22f64b64 Fixed the cash account and ledger and restored the balance value of the pseudo records in the accounting application. 2020-08-02 17:55:07 +08:00
6f444442b1 Fixed the txn_edit() and txn_store() views to work with cash income and cash expense transactions in the accounting application. 2020-08-02 14:29:45 +08:00
a78cbb2ad8 Revised the records property of the record data model so that the returned records are sorted by their types and their orders in the accounting application. 2020-08-02 14:08:38 +08:00
7acef78d5d Replaced the record order value with forloop.counter, so that the form does not have to have the order field. 2020-08-02 14:03:33 +08:00
62978474c8 Renamed the variable rec_type as record_type in the fill_txn_from_post() and make_txn_form_from_post() utilities in the accounting application. 2020-08-02 12:07:45 +08:00
8d9e4cdf93 Fixed the fill_txn_from_post() utility to fill the optional fields as None when they are empty in the accounting application. 2020-08-02 12:06:19 +08:00
70bc4e9662 Added to validate if an existing accounting record is a correct debit or credit record in the transaction forms in the accounting application. 2020-08-02 12:01:20 +08:00
3224a1d111 Added to store the transaction 2020-08-02 11:01:36 +08:00
478d0ca035 Removed unnecessary @property decorations from the transaction data model in the accounting application. 2020-08-02 10:39:07 +08:00
c4ffe5da34 Reordered the members in the transaction data model in the accounting application. 2020-08-02 10:35:35 +08:00
4561fa4b39 dded to return as "not modified" when the transaction was not modified in the accounting application. 2020-08-02 10:01:17 +08:00
688e350017 Adapted dirtyfields in the data models. 2020-08-02 09:53:26 +08:00
330b43c71b Fixed the fill_txn_from_post() utility when constructing the records in the accounting application. 2020-08-02 09:51:17 +08:00
0f8f2b7838 Removed the unused debug logging in the record form validation in the accounting application. 2020-08-02 03:27:41 +08:00
f7c62fcc66 Renamed the views transaction_show() to txn_show(), transaction_edit() to txn_edit(), and transaction_store() to txn_store() in the accounting application. 2020-08-02 03:08:26 +08:00
96eb033fb4 Renamed utility methods *transaction* to *txn*, and the corresponding parameters and variables, to avoid name conflict in the accounting application. 2020-08-02 03:06:31 +08:00
7be26e7447 Renamed the parameter transaction to txn in the transaction_show(), transaction_edit() and transaction_store() views, to avoid name conflict in the accounting application. 2020-08-02 03:00:23 +08:00
066fd1cb3f Renamed a variable to prevent shadowing the outer variables in the sort_form_transaction_records() utility in the accounting application. 2020-08-02 02:40:00 +08:00
73c961cfee Moved the common codes in the make_transaction_form_from_post() and fill_transaction_from_post() utilities to the new _find_max_record_no() utility, to avoid duplicated codes in the accounting application. 2020-08-02 02:37:18 +08:00
413c0fe112 Renamed the fill_transaction_from_form() to fill_transaction_from_post(), and the parameter form to post in the accounting application. 2020-08-02 02:32:10 +08:00
1b89fef01c Fixed and replaced the incorrect class property declaration with the instance property declaration, and replaced unnecessary pseudo properties with instance properties. 2020-08-02 01:04:47 +08:00
fda8a2c523 Fixed the ledger URL parameter in the template of the trial balance in the accounting application. 2020-08-02 00:32:46 +08:00
da80816b37 Revised the coding style according to PEP8. 2020-08-02 00:08:53 +08:00
9d988f17ca Added forms and validators, and applied them to the transaction form in the accounting application. 2020-08-01 23:56:41 +08:00
54939d3050 Fixed the error in the view of the cash account when there is no data in the current period in the accounting application. 2020-08-01 07:49:56 +08:00
aec234fc01 Renamed the add_param() method to add(), the del_param() method to remove(), and the set_param() method to set() in UrlBuilder in the Mia core application. 2020-07-31 21:16:03 +08:00
1a27d87400 Added the strip_form() utility to the Mia core application, and apply it to the transaction_store() view of the accounting application. 2020-07-31 00:14:12 +08:00
69e8eed33f Moved the account validation rule to from the transaction_store() view to the validate_account_code() utility function in the accounting application. 2020-07-30 08:04:18 +08:00
6e08093464 Revised the form of the transactions to supply the account code instead of the account primary key in the accounting application. 2020-07-30 07:37:27 +08:00
2252e4cb98 Revised the code in the transaction_sotre() view in the accounting application. 2020-07-30 07:35:30 +08:00
a30c937a4b Renamed the digest_login_required() decorator to login_required(), for consistency. 2020-07-30 00:12:13 +08:00
a8058209bd Replaced the views of the default accounting reports with class-based redirect views in the accounting application. 2020-07-30 00:10:11 +08:00
e64089f06f Added the default_spec() method to Period, and applied it to the views in the accounting application. 2020-07-29 19:08:10 +08:00
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79337272ec Revised the imports in the views of the accounting application. 2020-07-29 15:07:47 +08:00
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d6428a002e Renamed the parameter type to txn_type in the transaction views in the accounting application. 2020-07-29 15:06:23 +08:00
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63d83e0e4d Revised the transaction_store() view to validate the POSTed form in the accounting application. 2020-07-29 15:04:31 +08:00
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5c2f5a0407 Revised the fill_transaction_from_form() utility to store the account code instead of the account primary key in the accounting application. 2020-07-29 14:47:49 +08:00
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aa35e45426 Renamed the variables in the sort_form_transaction_records() utility in the accounting application. 2020-07-29 09:40:51 +08:00
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758af556fc Simplified the code in the sort_form_transaction_records() utility in the accounting application. 2020-07-29 09:38:34 +08:00
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7ec25d89a8 Refined the sort_form_transaction_records() utility in the accounting application. 2020-07-29 09:37:15 +08:00
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0b0624b709 Simplified the code in the sort_form_transaction_records() utility in the accounting application. 2020-07-29 09:27:52 +08:00
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3873f131ef Revised the redundant part in the fill_transaction_from_form() utility in the accounting application. 2020-07-29 09:22:56 +08:00
de7abdfc7e Added the fill_transaction_from_form() utility and moved most of the code in fill_transaction_from_previous_form() to there, added the sort_form_transaction_records() utility, and applied the two utilities in the transaction_store() view in the accounting application. 2020-07-29 00:02:34 +08:00
ec51884414 Revised the fill_transaction_from_previous_form() utility in the accounting application. 2020-07-28 22:59:29 +08:00
4c3f3465d5 Added the fill_transaction_from_previous_form() utility to load the transaction data from the stored status, and applied it to the transaction_edit() view in the accounting application. 2020-07-28 22:48:42 +08:00
9ab325a1c7 Added the dict template filter to obtain a value from a dictionary in the Mia core application, and applied it in the templates of the forms of the transactions in the acccounting application. 2020-07-28 22:11:54 +08:00
e90defd25d Added the stored status and a dummy transaction_store() view to the accounting application. 2020-07-28 08:22:42 +08:00
e31119a19d Fixed the action URL for existing transactions in the transfer transaction form in the accounting application. 2020-07-28 03:25:05 +08:00
22f3cad8b1 Fixed the documentation of the view transaction_edit() in the accounting application. 2020-07-28 03:12:16 +08:00
9aa85b6ae8 Renamed the transaction_create() view to transaction_edit() in the accounting application. 2020-07-28 03:10:45 +08:00
78cac61cd5 Renamed the templates edit.html to form.html, and show.html to view.html in the accounting application. 2020-07-28 03:09:53 +08:00
b11348b276 Applied the form to existing transactions in the accounting application. 2020-07-28 03:07:37 +08:00
95ffeff8cb Removed the default value of the accounting record order in the accounting application. 2020-07-28 00:33:02 +08:00
760c739864 Removed the transaction type from the template variables of the transactions, because they are not necessary at all in the accounting application. 2020-07-28 00:23:13 +08:00
99fb99b160 Added the view and the templates for the forms of the transactions in the accounting application. 2020-07-27 22:36:28 +08:00
c8eb31ce82 Removed unused debug logging in the views of the accounting application. 2020-07-25 14:26:35 +08:00
dc4d301891 Added the records property to Transaction to manage the records temporarily instead of record_set that requires the records to be saved first in the accounting application. 2020-07-24 19:42:48 +08:00