Revised to capitalize the account titles when initializing the base accounts instead of when displaying the account titles, so that the titles of the user-added accounts are not capitalized incorrectly.

This commit is contained in:
依瑪貓 2023-07-26 20:49:06 +08:00
parent 9ae8c1bce9
commit 5ffd37c859
29 changed files with 134 additions and 56 deletions

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@ -24,6 +24,7 @@ import sqlalchemy as sa
from accounting import data_dir
from accounting import db
from accounting.models import BaseAccount, BaseAccountL10n
from accounting.utils.title_case import title_case
def init_base_accounts_command() -> None:
@ -34,7 +35,7 @@ def init_base_accounts_command() -> None:
with open(data_dir / "base_accounts.csv") as fp:
data: list[dict[str, str]] = [x for x in csv.DictReader(fp)]
account_data: list[dict[str, str]] = [{"code": x["code"],
"title_l10n": x["title"]}
"title_l10n": title_case(x["title"])}
for x in data]
locales: list[str] = [x[5:] for x in data[0] if x.startswith("l10n-")]
l10n_data: list[dict[str, str]] = [{"account_code": x["code"],

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@ -54,7 +54,7 @@ class BaseAccount(db.Model):
:return: The string representation of the base account.
"""
return f"{self.code} {self.title.title()}"
return f"{self.code} {self.title}"
@property
def title(self) -> str:
@ -151,7 +151,7 @@ class Account(db.Model):
:return: The string representation of this account.
"""
return f"{self.base_code}-{self.no:03d} {self.title.title()}"
return f"{self.base_code}-{self.no:03d} {self.title}"
@property
def code(self) -> str:

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@ -454,11 +454,11 @@ class BalanceSheet(BaseReport):
:return: The CSV rows for the section.
"""
rows: list[CSVHalfRow] \
= [CSVHalfRow(section.title.title.title(), None)]
= [CSVHalfRow(section.title.title, None)]
for subsection in section.subsections:
rows.append(CSVHalfRow(f" {subsection.title.title.title()}", None))
rows.append(CSVHalfRow(f" {subsection.title.title}", None))
for account in subsection.accounts:
rows.append(CSVHalfRow(f" {str(account.account).title()}",
rows.append(CSVHalfRow(f" {str(account.account)}",
account.amount))
return rows

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@ -407,13 +407,13 @@ class IncomeExpenses(BaseReport):
gettext("Note"))]
if self.__brought_forward is not None:
rows.append(CSVRow(self.__brought_forward.date,
str(self.__brought_forward.account).title(),
str(self.__brought_forward.account),
self.__brought_forward.description,
self.__brought_forward.income,
self.__brought_forward.expense,
self.__brought_forward.balance,
None))
rows.extend([CSVRow(x.date, str(x.account).title(), x.description,
rows.extend([CSVRow(x.date, str(x.account), x.description,
x.income, x.expense, x.balance, x.note)
for x in self.__line_items])
if self.__total is not None:

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@ -226,12 +226,12 @@ class IncomeStatement(BaseReport):
for x in balances})).all()
total_titles: dict[str, str] \
= {"4": gettext("total operating revenue"),
"5": gettext("gross income"),
"6": gettext("operating income"),
"7": gettext("before tax income"),
"8": gettext("after tax income"),
"9": gettext("net income or loss for current period")}
= {"4": gettext("Total Operating Revenue"),
"5": gettext("Gross Income"),
"6": gettext("Operating Income"),
"7": gettext("Before Tax Income"),
"8": gettext("After Tax Income"),
"9": gettext("Net Income or Loss for Current Period")}
sections: dict[str, Section] \
= {x.code: Section(x, total_titles[x.code]) for x in titles}
@ -301,14 +301,14 @@ class IncomeStatement(BaseReport):
total_str: str = gettext("Total")
rows: list[CSVRow] = [CSVRow(None, gettext("Amount"))]
for section in self.__sections:
rows.append(CSVRow(str(section.title).title(), None))
rows.append(CSVRow(str(section.title), None))
for subsection in section.subsections:
rows.append(CSVRow(f" {str(subsection.title).title()}", None))
rows.append(CSVRow(f" {str(subsection.title)}", None))
for account in subsection.accounts:
rows.append(CSVRow(f" {str(account.account).title()}",
rows.append(CSVRow(f" {str(account.account)}",
account.amount))
rows.append(CSVRow(f" {total_str}", subsection.total))
rows.append(CSVRow(section.accumulated.title.title(),
rows.append(CSVRow(section.accumulated.title,
section.accumulated.amount))
rows.append(CSVRow(None, None))
rows = rows[:-1]

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@ -160,7 +160,7 @@ def get_csv_rows(line_items: list[JournalEntryLineItem]) -> list[CSVRow]:
gettext("Debit"), gettext("Credit"),
gettext("Note"))]
rows.extend([CSVRow(x.journal_entry.date, x.currency.code,
str(x.account).title(), x.description,
str(x.account), x.description,
x.debit, x.credit, x.journal_entry.note)
for x in line_items])
return rows

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@ -224,7 +224,7 @@ class TrialBalance(BaseReport):
"""
rows: list[CSVRow] = [CSVRow(gettext("Account"), gettext("Debit"),
gettext("Credit"))]
rows.extend([CSVRow(str(x.account).title(), x.debit, x.credit)
rows.extend([CSVRow(str(x.account), x.debit, x.credit)
for x in self.__accounts])
rows.append(CSVRow(gettext("Total"), self.__total.debit,
self.__total.credit))

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@ -120,8 +120,7 @@ def get_csv_rows(accounts: list[Account]) -> list[CSVRow]:
:return: The CSV rows.
"""
rows: list[CSVRow] = [CSVRow(gettext("Account"), gettext("Count"))]
rows.extend([CSVRow(str(x).title(), x.count)
for x in accounts])
rows.extend([CSVRow(str(x), x.count) for x in accounts])
return rows

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@ -120,8 +120,7 @@ def get_csv_rows(accounts: list[Account]) -> list[CSVRow]:
:return: The CSV rows.
"""
rows: list[CSVRow] = [CSVRow(gettext("Account"), gettext("Count"))]
rows.extend([CSVRow(str(x).title(), x.count)
for x in accounts])
rows.extend([CSVRow(str(x), x.count) for x in accounts])
return rows

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@ -90,7 +90,7 @@ First written: 2023/1/31
{% endif %}
<div class="accounting-card col-sm-6">
<div class="accounting-card-title">{{ obj.title|title }}</div>
<div class="accounting-card-title">{{ obj.title }}</div>
<div class="accounting-card-code">{{ obj.code }}</div>
{% if obj.is_need_offset %}
<div>

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@ -33,7 +33,7 @@ First written: 2023/2/1
</div>
<div class="accounting-card col-sm-6">
<div class="accounting-card-title">{{ obj.title|title }}</div>
<div class="accounting-card-title">{{ obj.title }}</div>
<div class="accounting-card-code">{{ obj.code }}</div>
{% if obj.accounts %}
<div>

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@ -26,7 +26,7 @@ First written: 2023/3/14
<div>
<div class="small">
<span class="d-none d-md-inline">{{ line_item.account.code }}</span>
{{ line_item.account.title|title }}
{{ line_item.account.title }}
</div>
{% if line_item.description is not none %}
<div>{{ line_item.description }}</div>

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@ -42,7 +42,7 @@ First written: 2023/2/25
<div class="small">
{{ line_item.journal_entry.date|accounting_format_date }}
<span class="d-none d-md-inline">{{ line_item.account.code }}</span>
{{ line_item.account.title|title }}
{{ line_item.account.title }}
</div>
{{ line_item.description|accounting_default }}
</div>

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@ -20,21 +20,21 @@ Author: imacat@mail.imacat.idv.tw (imacat)
First written: 2023/3/8
#}
<div class="accounting-report-table-row accounting-balance-sheet-section">
<div>{{ section.title.title|title }}</div>
<div>{{ section.title.title }}</div>
</div>
<div class="accounting-report-table-body">
{% for subsection in section.subsections %}
<div class="accounting-report-table-row accounting-balance-sheet-subsection">
<div>
<span class="d-none d-md-inline">{{ subsection.title.code }}</span>
{{ subsection.title.title|title }}
{{ subsection.title.title }}
</div>
</div>
{% for account in subsection.accounts %}
<a class="d-flex justify-content-between accounting-report-table-row accounting-balance-sheet-account" href="{{ account.url }}">
<div>
<span class="d-none d-md-inline">{{ account.account.code }}</span>
{{ account.account.title|title }}
{{ account.account.title }}
</div>
<div class="accounting-amount {% if account.amount < 0 %} text-danger {% endif %}">{{ account.amount|accounting_report_format_amount }}</div>
</a>

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@ -20,7 +20,7 @@ Author: imacat@mail.imacat.idv.tw (imacat)
First written: 2023/3/8
#}
<div>{{ line_item.date|accounting_format_date }}</div>
<div>{{ line_item.account.title|title }}</div>
<div>{{ line_item.account.title }}</div>
<div>{{ line_item.description|accounting_default }}</div>
<div class="accounting-amount">{{ line_item.income|accounting_format_amount|accounting_default }}</div>
<div class="accounting-amount">{{ line_item.expense|accounting_format_amount|accounting_default }}</div>

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@ -26,7 +26,7 @@ First written: 2023/3/5
{{ line_item.date|accounting_format_date }}
{% endif %}
{% if line_item.account %}
{{ line_item.account.title|title }}
{{ line_item.account.title }}
{% endif %}
</div>
{% endif %}

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@ -93,7 +93,7 @@ First written: 2023/3/8
{% for account in report.account_options %}
<li>
<a class="dropdown-item {% if account.is_active %} active {% endif %}" href="{{ account.url }}">
{{ account.title|title }}
{{ account.title }}
</a>
</li>
{% endfor %}

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@ -26,7 +26,7 @@ First written: 2023/3/5
<script src="{{ url_for("accounting.static", filename="js/period-chooser.js") }}"></script>
{% endblock %}
{% block header %}{% block title %}{% if report.currency.code == accounting_default_currency_code() %}{{ A_("Income and Expenses Log of %(account)s %(period)s", account=report.account.title|title, period=report.period.desc|title) }}{% else %}{{ A_("Income and Expenses Log of %(account)s in %(currency)s %(period)s", currency=report.currency.name|title, account=report.account.title|title, period=report.period.desc|title) }}{% endif %}{% endblock %}{% endblock %}
{% block header %}{% block title %}{% if report.currency.code == accounting_default_currency_code() %}{{ A_("Income and Expenses Log of %(account)s %(period)s", account=report.account.title, period=report.period.desc|title) }}{% else %}{{ A_("Income and Expenses Log of %(account)s in %(currency)s %(period)s", currency=report.currency.name|title, account=report.account.title, period=report.period.desc|title) }}{% endif %}{% endblock %}{% endblock %}
{% block content %}

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@ -66,21 +66,21 @@ First written: 2023/3/7
<div class="accounting-report-table-row accounting-income-statement-section">
<div>
<span class="d-none d-md-inline">{{ section.title.code }}</span>
{{ section.title.title|title }}
{{ section.title.title }}
</div>
</div>
{% for subsection in section.subsections %}
<div class="accounting-report-table-row accounting-income-statement-subsection">
<div>
<span class="d-none d-md-inline">{{ subsection.title.code }}</span>
{{ subsection.title.title|title }}
{{ subsection.title.title }}
</div>
</div>
{% for account in subsection.accounts %}
<a class="accounting-report-table-row accounting-income-statement-account" href="{{ account.url }}">
<div>
<span class="d-none d-md-inline">{{ account.account.code }}</span>
{{ account.account.title|title }}
{{ account.account.title }}
</div>
<div class="accounting-amount {% if account.amount < 0 %} text-danger {% endif %}">{{ account.amount|accounting_report_format_amount }}</div>
</a>
@ -91,7 +91,7 @@ First written: 2023/3/7
</div>
{% endfor %}
<div class="accounting-report-table-row accounting-income-statement-total">
<div>{{ section.accumulated.title|title }}</div>
<div>{{ section.accumulated.title }}</div>
<div class="accounting-amount {% if section.accumulated.amount < 0 %} text-danger {% endif %}">{{ section.accumulated.amount|accounting_report_format_amount }}</div>
</div>
{% endfor %}

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@ -65,7 +65,7 @@ First written: 2023/3/4
<div>{{ line_item.currency.name }}</div>
<div>
<span class="d-none d-md-inline">{{ line_item.account.code }}</span>
{{ line_item.account.title|title }}
{{ line_item.account.title }}
</div>
<div>{{ line_item.description|accounting_default }}</div>
<div class="accounting-amount">{{ line_item.debit|accounting_format_amount|accounting_default }}</div>
@ -82,7 +82,7 @@ First written: 2023/3/4
<div {% if not line_item.is_debit %} class="accounting-mobile-journal-credit" {% endif %}>
<div class="text-muted small">
{{ line_item.journal_entry.date|accounting_format_date }}
{{ line_item.account.title|title }}
{{ line_item.account.title }}
{% if line_item.currency.code != accounting_default_currency_code() %}
<span class="badge rounded-pill bg-info">{{ line_item.currency.code }}</span>
{% endif %}

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@ -26,7 +26,7 @@ First written: 2023/3/5
<script src="{{ url_for("accounting.static", filename="js/period-chooser.js") }}"></script>
{% endblock %}
{% block header %}{% block title %}{% if report.currency.code == accounting_default_currency_code() %}{{ A_("Ledger of %(account)s %(period)s", account=report.account.title|title, period=report.period.desc|title) }}{% else %}{{ A_("Ledger of %(account)s in %(currency)s %(period)s", currency=report.currency.name|title, account=report.account.title|title, period=report.period.desc|title) }}{% endif %}{% endblock %}{% endblock %}
{% block header %}{% block title %}{% if report.currency.code == accounting_default_currency_code() %}{{ A_("Ledger of %(account)s %(period)s", account=report.account.title, period=report.period.desc|title) }}{% else %}{{ A_("Ledger of %(account)s in %(currency)s %(period)s", currency=report.currency.name|title, account=report.account.title, period=report.period.desc|title) }}{% endif %}{% endblock %}{% endblock %}
{% block content %}

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@ -62,7 +62,7 @@ First written: 2023/3/8
<div>{{ line_item.currency.name }}</div>
<div>
<span class="d-none d-md-inline">{{ line_item.account.code }}</span>
{{ line_item.account.title|title }}
{{ line_item.account.title }}
</div>
<div>{{ line_item.description|accounting_default }}</div>
<div class="accounting-amount">{{ line_item.debit|accounting_format_amount|accounting_default }}</div>
@ -79,7 +79,7 @@ First written: 2023/3/8
<div {% if not line_item.is_debit %} class="accounting-mobile-journal-credit" {% endif %}>
<div class="text-muted small">
{{ line_item.journal_entry.date|accounting_format_date }}
{{ line_item.account.title|title }}
{{ line_item.account.title }}
{% if line_item.currency.code != accounting_default_currency_code() %}
<span class="badge rounded-pill bg-info">{{ line_item.currency.code }}</span>
{% endif %}

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@ -68,7 +68,7 @@ First written: 2023/3/5
<a class="accounting-report-table-row" href="{{ account.url }}">
<div>
<span class="d-none d-md-inline">{{ account.account.code }}</span>
{{ account.account.title|title }}
{{ account.account.title }}
</div>
<div class="accounting-amount">{{ account.debit|accounting_format_amount|accounting_default }}</div>
<div class="accounting-amount">{{ account.credit|accounting_format_amount|accounting_default }}</div>

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@ -26,7 +26,7 @@ First written: 2023/4/8
<script src="{{ url_for("accounting.static", filename="js/period-chooser.js") }}"></script>
{% endblock %}
{% block header %}{% block title %}{% if report.currency.code == accounting_default_currency_code() %}{{ A_("Accounts with Unapplied Items") }}{% else %}{{ A_("Accounts with Unapplied Items in %(currency)s", currency=report.currency.name|title) }}{% endif %}{% endblock %}{% endblock %}
{% block header %}{% block title %}{% if report.currency.code == accounting_default_currency_code() %}{{ A_("Accounts With Unapplied Items") }}{% else %}{{ A_("Accounts With Unapplied Items in %(currency)s", currency=report.currency.name|title) }}{% endif %}{% endblock %}{% endblock %}
{% block content %}
@ -46,9 +46,9 @@ First written: 2023/4/8
<div class="d-none d-sm-flex justify-content-center mb-3">
<h2 class="text-center">
{% if report.currency.code == accounting_default_currency_code() %}
{{ A_("Accounts with Unapplied Items") }}
{{ A_("Accounts With Unapplied Items") }}
{% else %}
{{ A_("Accounts with Unapplied Items in %(currency)s", currency=report.currency.name|title) }}
{{ A_("Accounts With Unapplied Items in %(currency)s", currency=report.currency.name|title) }}
{% endif %}
</h2>
</div>
@ -64,7 +64,7 @@ First written: 2023/4/8
<a class="accounting-report-table-row" href="{{ url_for("accounting-report.unapplied", currency=report.currency, account=account, period=report.period) }}">
<div>
<span class="d-none d-md-inline">{{ account.code }}</span>
{{ account.title|title }}
{{ account.title }}
</div>
<div class="accounting-amount">{{ account.count }}</div>
</a>

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@ -26,7 +26,7 @@ First written: 2023/4/7
<script src="{{ url_for("accounting.static", filename="js/period-chooser.js") }}"></script>
{% endblock %}
{% block header %}{% block title %}{% if report.currency.code == accounting_default_currency_code() %}{{ A_("Unapplied Items of %(account)s", account=report.account.title|title) }}{% else %}{{ A_("Unapplied Items of %(account)s in %(currency)s", currency=report.currency.name|title, account=report.account.title|title) }}{% endif %}{% endblock %}{% endblock %}
{% block header %}{% block title %}{% if report.currency.code == accounting_default_currency_code() %}{{ A_("Unapplied Items of %(account)s", account=report.account.title) }}{% else %}{{ A_("Unapplied Items of %(account)s in %(currency)s", currency=report.currency.name|title, account=report.account.title) }}{% endif %}{% endblock %}{% endblock %}
{% block content %}

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@ -26,7 +26,7 @@ First written: 2023/4/17
<script src="{{ url_for("accounting.static", filename="js/period-chooser.js") }}"></script>
{% endblock %}
{% block header %}{% block title %}{% if report.currency.code == accounting_default_currency_code() %}{{ A_("Accounts with Unmatched Offsets") }}{% else %}{{ A_("Accounts with Unmatched Offsets in %(currency)s", currency=report.currency.name|title) }}{% endif %}{% endblock %}{% endblock %}
{% block header %}{% block title %}{% if report.currency.code == accounting_default_currency_code() %}{{ A_("Accounts With Unmatched Offsets") }}{% else %}{{ A_("Accounts With Unmatched Offsets in %(currency)s", currency=report.currency.name|title) }}{% endif %}{% endblock %}{% endblock %}
{% block content %}
@ -46,9 +46,9 @@ First written: 2023/4/17
<div class="d-none d-sm-flex justify-content-center mb-3">
<h2 class="text-center">
{% if report.currency.code == accounting_default_currency_code() %}
{{ A_("Accounts with Unmatched Offsets") }}
{{ A_("Accounts With Unmatched Offsets") }}
{% else %}
{{ A_("Accounts with Unmatched Offsets in %(currency)s", currency=report.currency.name|title) }}
{{ A_("Accounts With Unmatched Offsets in %(currency)s", currency=report.currency.name|title) }}
{% endif %}
</h2>
</div>
@ -64,7 +64,7 @@ First written: 2023/4/17
<a class="accounting-report-table-row" href="{{ url_for("accounting-report.unmatched", currency=report.currency, account=account, period=report.period) }}">
<div>
<span class="d-none d-md-inline">{{ account.code }}</span>
{{ account.title|title }}
{{ account.title }}
</div>
<div class="accounting-amount">{{ account.count }}</div>
</a>

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@ -26,7 +26,7 @@ First written: 2023/4/17
<script src="{{ url_for("accounting.static", filename="js/period-chooser.js") }}"></script>
{% endblock %}
{% block header %}{% block title %}{% if report.currency.code == accounting_default_currency_code() %}{{ A_("Unmatched Offsets of %(account)s", account=report.account.title|title) }}{% else %}{{ A_("Unmatched Offsets of %(account)s in %(currency)s", currency=report.currency.name|title, account=report.account.title|title) }}{% endif %}{% endblock %}{% endblock %}
{% block header %}{% block title %}{% if report.currency.code == accounting_default_currency_code() %}{{ A_("Unmatched Offsets of %(account)s", account=report.account.title) }}{% else %}{{ A_("Unmatched Offsets of %(account)s in %(currency)s", currency=report.currency.name|title, account=report.account.title) }}{% endif %}{% endblock %}{% endblock %}
{% block content %}

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@ -0,0 +1,59 @@
# The Mia! Accounting Project.
# Author: imacat@mail.imacat.idv.tw (imacat), 2023/7/29
# Copyright (c) 2023 imacat.
#
# Licensed under the Apache License, Version 2.0 (the "License");
# you may not use this file except in compliance with the License.
# You may obtain a copy of the License at
#
# http://www.apache.org/licenses/LICENSE-2.0
#
# Unless required by applicable law or agreed to in writing, software
# distributed under the License is distributed on an "AS IS" BASIS,
# WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
# See the License for the specific language governing permissions and
# limitations under the License.
"""The title case capitalization for the base account titles.
This follows the APA style title case capitalization. See
https://apastyle.apa.org/style-grammar-guidelines/capitalization/title-case .
This module should not import any other module from the application.
"""
import re
CONJUNCTIONS: set[str] = {"and", "as", "but", "for", "if", "nor", "or", "so",
"yet"}
"""Short conjunctions."""
ARTICLES: set[str] = {"a", "an", "the"}
"""Articles."""
PREPOSITIONS: set[str] = {"as", "at", "by", "for", "in", "of", "on", "per",
"to", "up", "via"}
"""Short prepositions."""
MINOR_WORDS: set[str] \
= CONJUNCTIONS.copy().union(ARTICLES).union(PREPOSITIONS)
"""Minor words that should be in lowercase."""
# Excludes "by" as in "1223 by-products"
MINOR_WORDS.remove("by")
def title_case(s: str) -> str:
"""Capitalize a title string for the base account titles. Do not use it
in other places. This excludes "by" as in "1223 by-products".
:param s: The title string.
:return: The capitalized title string.
"""
return re.sub(r"\w+", __cap_word, s)
def __cap_word(m: re.Match) -> str:
"""Capitalize a matched title word.
:param m: The matched title word.
:return: The capitalized title word.
"""
if m.group(0).lower() in MINOR_WORDS:
return m.group(0)
return m.group(0).title()

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@ -18,6 +18,7 @@
"""
import csv
import re
import unittest
from typing import Any
@ -95,7 +96,9 @@ class ConsoleCommandTestCase(unittest.TestCase):
self.assertEqual(len(accounts), len(data))
for account in accounts:
self.assertIn(account.code, data)
self.assertEqual(account.title_l10n, data[account.code]["title"])
self.assertEqual(account.title_l10n.lower(),
data[account.code]["title"].lower())
self.__test_title_case(account.title_l10n)
l10n: dict[str, str] = {x.locale: x.title for x in account.l10n}
self.assertEqual(len(l10n), len(data[account.code]["l10n"]))
for locale in l10n:
@ -103,6 +106,23 @@ class ConsoleCommandTestCase(unittest.TestCase):
self.assertEqual(l10n[locale],
data[account.code]["l10n"][locale])
def __test_title_case(self, s: str) -> None:
"""Tests the case of a base account title.
:param s: The base account title.
:return: None.
"""
from accounting.utils.title_case import MINOR_WORDS
self.assertTrue(s[0].isupper(), s)
for word in re.findall(r"\w+", s):
if len(word) >= 4:
self.assertTrue(word.istitle(), s)
elif word in MINOR_WORDS:
self.assertTrue(word.islower(), s)
else:
self.assertTrue(word.istitle(), s)
def __test_account_data(self) -> None:
"""Tests the account data.