Added the unmatched offset list and the offset matcher.
This commit is contained in:
@ -58,6 +58,12 @@ First written: 2023/1/26
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{{ A_("Settings") }}
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</a>
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</li>
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<li>
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<a class="dropdown-item {% if request.endpoint and request.endpoint.startswith("accounting.unmatched-offset.") %} active {% endif %}" href="{{ url_for("accounting.unmatched-offset.dashboard") }}">
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<i class="fa-solid fa-link-slash"></i>
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{{ A_("Unmatched Offsets") }}
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</a>
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</li>
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{% endif %}
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</ul>
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</li>
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@ -0,0 +1,40 @@
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{#
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The Mia! Accounting Project
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dashboard.html: The account list with unmatched offsets
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Copyright (c) 2023 imacat.
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Licensed under the Apache License, Version 2.0 (the "License");
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you may not use this file except in compliance with the License.
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You may obtain a copy of the License at
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http://www.apache.org/licenses/LICENSE-2.0
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Unless required by applicable law or agreed to in writing, software
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distributed under the License is distributed on an "AS IS" BASIS,
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WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
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See the License for the specific language governing permissions and
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limitations under the License.
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Author: imacat@mail.imacat.idv.tw (imacat)
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First written: 2023/4/8
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#}
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{% extends "accounting/base.html" %}
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{% block header %}{% block title %}{{ A_("Unmatched Offsets") }}{% endblock %}{% endblock %}
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{% block content %}
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{% if list %}
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<div>
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{% for account in list %}
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<a class="btn btn-primary mb-1" role="button" href="{{ url_for("accounting.unmatched-offset.list", account=account) }}">
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{{ account }} ({{ account.count }})
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</a>
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{% endfor %}
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</div>
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{% else %}
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<p>{{ A_("There is no data.") }}</p>
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{% endif %}
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{% endblock %}
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107
src/accounting/templates/accounting/unmatched-offset/list.html
Normal file
107
src/accounting/templates/accounting/unmatched-offset/list.html
Normal file
@ -0,0 +1,107 @@
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{#
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The Mia! Accounting Project
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list.html: The unmatched offset list
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Copyright (c) 2023 imacat.
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Licensed under the Apache License, Version 2.0 (the "License");
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you may not use this file except in compliance with the License.
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You may obtain a copy of the License at
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http://www.apache.org/licenses/LICENSE-2.0
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Unless required by applicable law or agreed to in writing, software
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distributed under the License is distributed on an "AS IS" BASIS,
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WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
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See the License for the specific language governing permissions and
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limitations under the License.
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Author: imacat@mail.imacat.idv.tw (imacat)
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First written: 2023/4/8
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#}
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{% extends "accounting/base.html" %}
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{% block header %}{% block title %}{{ A_("Unmatched Offsets in %(account)s", account=matcher.account.title|title) }}{% endblock %}{% endblock %}
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{% block content %}
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<div class="btn-group mb-3" role="group" aria-label="{{ A_("Toolbar") }}">
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<a class="btn btn-primary" role="button" href="{{ url_for("accounting.unmatched-offset.dashboard") }}">
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<i class="fa-solid fa-circle-chevron-left"></i>
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{{ A_("Back") }}
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</a>
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{% if matcher.is_having_matches %}
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<button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-match-modal">
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<i class="fa-solid fa-link"></i>
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{{ A_("Match") }}
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</button>
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{% else %}
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<button class="btn btn-secondary" type="button" disabled="disabled">
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<i class="fa-solid fa-link"></i>
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{{ A_("Match") }}
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</button>
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{% endif %}
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</div>
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{% if matcher.is_having_matches %}
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<form action="{{ url_for("accounting.unmatched-offset.match", account=matcher.account) }}" method="post">
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<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
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<div class="modal fade" id="accounting-match-modal" tabindex="-1" aria-labelledby="accounting-match-modal-label" aria-hidden="true">
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<div class="modal-dialog">
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<div class="modal-content">
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<div class="modal-header">
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<h1 class="modal-title fs-5" id="accounting-match-modal-label">{{ A_("Confirm Match Offsets") }}</h1>
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<button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="{{ A_("Close") }}"></button>
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</div>
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<div class="modal-body">
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<p>{{ A_("Do you really want to match the following original line items with their offsets? This cannot be undone. Please backup your database first, and review before you confirm.") }}</p>
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<ul class="list-group accounting-list-group-stripped accounting-list-group-hover accounting-unmatched-offset-pair-list">
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{% for pair in matcher.matched_pairs %}
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<li class="list-group-item">
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{{ pair.offset.description|accounting_default }}
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<span class="badge bg-info">{{ pair.offset.amount|accounting_format_amount }}</span>
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{{ pair.original_line_item.journal_entry.date|accounting_format_date }} → {{ pair.offset.journal_entry.date|accounting_format_date }}
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</li>
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{% endfor %}
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</ul>
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</div>
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<div class="modal-footer">
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<button type="button" class="btn btn-secondary" data-bs-dismiss="modal">{{ A_("Cancel") }}</button>
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<button type="submit" class="btn btn-danger">{{ A_("Confirm") }}</button>
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</div>
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</div>
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</div>
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</div>
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</form>
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{% endif %}
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{% if matcher.total %}
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{% if matcher.is_having_matches %}
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<p>{{ A_("%(matches)s unapplied original line items out of %(total)s can match with their offsets.", matches=matcher.matches, total=matcher.total) }}</p>
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{% else %}
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<p>{{ A_("%(total)s unapplied original line items without matching offsets.", total=matcher.total) }}</p>
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{% endif %}
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<p><a href="{{ url_for("accounting-report.unapplied", account=matcher.account) }}">{{ A_("Go to unapplied original line items.") }}</a></p>
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{% else %}
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<p>{{ A_("All original line items are fully offset.") }}</p>
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{% endif %}
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{% if list %}
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{% include "accounting/include/pagination.html" %}
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<div class="list-group">
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{% for item in list %}
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<a class="list-group-item list-group-item-action {% if not item.match %} list-group-item-danger {% endif %}" href="{{ url_for("accounting.journal-entry.detail", journal_entry=item.journal_entry)|accounting_append_next }}">
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{{ item }}
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{% if item.match %}
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<div class="small">{{ A_("Can match %(item)s", item=item.match) }}</div>
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{% endif %}
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</a>
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{% endfor %}
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</div>
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{% else %}
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<p>{{ A_("There is no data.") }}</p>
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{% endif %}
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{% endblock %}
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