 imacat
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14d5d1e8d6
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Renamed the action-buttons.html template to toolbar-buttons.html.
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2023-03-09 14:36:35 +08:00 |
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imacat
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4306ed739f
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Added the is_search property to the report chooser to highlight the search when it is on the search page.
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2023-03-09 14:36:34 +08:00 |
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imacat
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1f87bc00e8
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Removed the excess "with_type" from the success redirection of the update_transaction view.
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2023-03-09 14:36:33 +08:00 |
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imacat
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ff9ff4bdcf
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Removed the excess "with_type" from the success redirection of the delete_transaction view.
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2023-03-09 14:36:33 +08:00 |
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imacat
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578233d66d
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Renamed the sort_accounts view to sort_transactions in the "accounting.transaction.views" module, and fixed its url endpoints on success.
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2023-03-09 14:36:32 +08:00 |
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imacat
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5e7f790f87
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Moved the __get_csv_rows method of the Journal report to the get_csv_rows function, and revised the Search report to use it, because both of their __get_csv_rows methods are identical.
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2023-03-09 14:36:32 +08:00 |
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imacat
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d64f354ee0
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Added the DATE_SPEC_RE constant to simplify the regular expression matching in the _parse_period_spec function.
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2023-03-09 14:36:32 +08:00 |
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imacat
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ba3d8c6d4e
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Removed a redundant test in the _parse_period_spec function in the "accounting.report.period" module.
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2023-03-09 14:36:31 +08:00 |
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imacat
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4f7f87b10d
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Removed an unused import from the "accounting.report.reports.utils" module.
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2023-03-09 14:36:30 +08:00 |
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imacat
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4273f99644
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Fixed the regular expression to match the extra note in the summary for security, as suggested by SonarQube.
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2023-03-09 14:36:30 +08:00 |
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imacat
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ffe834bedd
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Added the DATE_REQUIRED constant to the "accounting.transaction.forms" module as the common date field validator.
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2023-03-09 14:36:29 +08:00 |
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imacat
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e448e009c9
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Simplified the declaration of the "available_years" property in the PeriodChooser utility.
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2023-03-09 14:36:29 +08:00 |
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imacat
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b6802c51bb
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Removed an excess blank line in the __get_since_desc method of the PeriodDescription utility.
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2023-03-09 14:36:29 +08:00 |
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imacat
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2515c1ea1f
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Added the __get_since_spec and __get_until_spec methods to simplify the __get_spec method in the PeriodSpecification utility.
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2023-03-09 14:36:28 +08:00 |
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imacat
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0ef6409f75
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Revised the documentation of the PeriodDescription utility.
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2023-03-09 14:36:28 +08:00 |
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imacat
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ed18b81ad8
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Moved the code to compose the period specification from the Period utility to the PeriodSpecification utility, to simplify the code.
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2023-03-09 14:36:27 +08:00 |
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imacat
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b46cec6fab
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Updated the translation.
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2023-03-09 14:36:27 +08:00 |
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imacat
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6c122666a0
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Revised to simplify the PeriodDescription utility.
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2023-03-09 14:36:27 +08:00 |
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imacat
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7ddc9ececf
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Added the __format_day method to the PeriodDescription utility to simplify the code.
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2023-03-09 14:36:26 +08:00 |
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imacat
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4eebbd9692
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Moved the code to compose the period description from the Period utility to the PeriodDescription utility, to simplify the code.
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2023-03-09 14:36:25 +08:00 |
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imacat
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338b49c965
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Added the __get_since_desc and __get_until_desc methods to simplify the __get_desc method in the Period utility.
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2023-03-09 14:36:25 +08:00 |
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imacat
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f438f97571
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Revised the styles of the f-strings in the Period utility.
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2023-03-09 14:36:24 +08:00 |
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imacat
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9b273115a0
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Removed the empty _set_properties method override from the YearPeriod period.
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2023-03-09 14:36:24 +08:00 |
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imacat
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58d1add810
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Added type hints to the CASH_CODE, ACCUMULATED_CHANGE_CODE, and NET_CHANGE_CODE constants.
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2023-03-09 14:36:23 +08:00 |
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imacat
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c189615ca4
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Renamed the CASH, ACCUMULATED_CHANGE, and NET_CHANGE constants to CASH_CODE, ACCUMULATED_CHANGE_CODE, and NET_CHANGE_CODE, respectively, to avoid confusion.
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2023-03-09 14:36:23 +08:00 |
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imacat
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5687852dfb
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Added the _get_currency_options method to the BasePageParams class, and applied it to the currency_options pseudo property of the PageParams classes of the ledger, income and expenses log, trial balance, income statement, and balance sheet reports.
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2023-03-09 14:36:22 +08:00 |
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imacat
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d74c62dbb7
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Removed excess property documentation from the Journal and Search classes.
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2023-03-09 14:36:22 +08:00 |
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imacat
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987e98ebc0
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Moved the code to collect the report entries to the EntryCollector class in the Search report.
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2023-03-09 14:36:21 +08:00 |
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imacat
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7083f22577
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Revised the documentation in the page parameters and the report in the ledger and income and expenses log.
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2023-03-09 14:36:21 +08:00 |
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imacat
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7b10eb68bc
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Revised the documentation of the EntryCollector class in the ledger and income and expenses log.
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2023-03-09 14:36:20 +08:00 |
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imacat
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f277010991
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Renamed the TrialBalanceTotal class to Total, to be short and clear.
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2023-03-09 14:36:19 +08:00 |
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imacat
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729a7fd107
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Renamed the TrialBalanceAccount, IncomeStatementAccount, and BalanceSheetAccount classes to ReportAccount, to be short and clear.
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2023-03-09 14:36:19 +08:00 |
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imacat
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c8230c949d
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Renamed the Entry class to ReportEntry in the journal, ledger, income and expenses log, and search result, to be clear without confusion.
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2023-03-09 14:36:18 +08:00 |
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imacat
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3c98960efe
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Replaced the Entry CSVRow, and populate_entries in the "accounting.report.reports.search" module with those in the journal module, because their contents are identical.
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2023-03-09 14:36:18 +08:00 |
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imacat
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c5d0d91a7d
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Renamed the _populate_entries functions to populate_entries in journal, ledger, income and expenses log, and search result, changing them from protected to public so that they can be reused.
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2023-03-09 14:36:17 +08:00 |
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imacat
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fb06e9db44
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Shortened the names of the BalanceSheetSubsection and BalanceSheetSubsection classes to Section and Subsection, respectively.
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2023-03-09 14:36:17 +08:00 |
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imacat
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d47e2e231b
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Shortened the names of the IncomeStatementSection, IncomeStatementSubsection, and IncomeStatementAccumulatedTotal classes to Section, Subsection, and AccumulatedTotal, respectively.
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2023-03-09 14:36:17 +08:00 |
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imacat
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cb89f34455
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Renamed the "PageParams" class to "BasePageParams", and renamed its module from "accounting.report.reports.utils.page_params" to "accounting.report.reports.utils.base_page_params". Renamed all its subclasses to PageParams, to shorten their names and make code more readable.
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2023-03-09 14:36:17 +08:00 |
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imacat
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11ab4a4ba6
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Revised the documentation of the CSV rows for the reports.
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2023-03-09 14:36:16 +08:00 |
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imacat
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5dc8387ad9
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Fixed the incorrect account in the __add_current_period method of the AccountCollector class in the "accounting.report.reports.balance_sheet" module.
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2023-03-09 14:36:16 +08:00 |
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imacat
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26b70bb625
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Fixed the logic for all-time in the period_spec function in the "accounting.report.reports.utils.csv_export" module.
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2023-03-09 14:36:15 +08:00 |
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imacat
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f30a96d7e9
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Simplified the logic in the period_spec method in the "accounting.report.reports.utils.csv_export" module.
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2023-03-09 14:36:15 +08:00 |
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imacat
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a1627b7fbf
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Revised to use a simpler way to run the class methods in the __get_desc method of the Period utility, to prevent confusion with SonarQube.
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2023-03-09 14:36:14 +08:00 |
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imacat
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7c3b8c8f44
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Revised to store the newly-constructed period chooser and month chooser in variables to prevent SonarQube from complaining.
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2023-03-09 14:36:13 +08:00 |
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imacat
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b19f4fa939
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Added "use strict"; to all the JavaScript files.
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2023-03-09 14:36:13 +08:00 |
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imacat
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41c3e06ce4
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Removed the period chooser JavaScript from the search result page.
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2023-03-09 14:36:12 +08:00 |
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imacat
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8a3df7a689
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Revised the search report to match the amount when the query keyword is a number, instead of matching the amount as a text string. For example, "0150.00" matches 150, while "50" does not match 150.
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2023-03-09 14:36:11 +08:00 |
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imacat
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196a115c99
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Revised the coding style in the __get_transaction_condition method of the Search report.
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2023-03-09 14:36:11 +08:00 |
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imacat
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005f9083aa
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Revised the constructor of the IncomeExpensesAccount pseudo account.
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2023-03-09 14:36:10 +08:00 |
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imacat
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12dbae56c4
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Revised the f-strings in the "accounting.models" module.
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2023-03-09 14:36:10 +08:00 |
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imacat
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a98723c57b
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Removed an unused import from the "accounting.utils.pagination" module.
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2023-03-09 14:36:10 +08:00 |
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imacat
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d5bd3b8383
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Fixed an HTML error in the template of the trial balance.
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2023-03-09 14:36:09 +08:00 |
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imacat
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617dd29f23
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Added the period_spec function to be used to compose the download file name, to replace the spec property of the Period utility.
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2023-03-09 14:36:08 +08:00 |
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imacat
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b0a4a735f3
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Added the is_a_month property to the Period utility.
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2023-03-09 14:36:08 +08:00 |
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imacat
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41770e38b8
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Updated the translation.
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2023-03-09 14:36:08 +08:00 |
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imacat
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d8a6614543
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Fixed the text for the account used in the titles of the ledger and the income and expenses log.
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2023-03-09 14:36:07 +08:00 |
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imacat
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8d76b5130e
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Fixed the localization function used in the titles of the reports.
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2023-03-09 14:36:07 +08:00 |
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imacat
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43fc4b9b8d
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Renamed "total revenue" to "total operating revenue".
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2023-03-09 14:36:07 +08:00 |
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imacat
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3ed8d7f1d2
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Removed the now-unused table-row-link.js. It is replaced by the grid display.
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2023-03-09 14:36:06 +08:00 |
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imacat
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ea7c194d7e
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Revised the period-chooser.html template to simplify the code to include it.
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2023-03-09 14:36:06 +08:00 |
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imacat
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041a905fc0
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Added font-awesome icons to the report chooser.
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2023-03-09 14:36:05 +08:00 |
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imacat
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10d1be8bd1
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Added the action-buttons.html template and retired the report-chooser.html and currency-chooser.html templates, as the template for the common action buttons.
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2023-03-09 14:36:03 +08:00 |
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imacat
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6e1d35eda4
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Revised the report-chooser.html template to simplify the reports.
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2023-03-09 14:36:03 +08:00 |
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imacat
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52b5151fe0
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Added the currency-chooser.html template to simplify the templates of the report.
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2023-03-09 14:36:02 +08:00 |
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imacat
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f9fc033de6
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Removed the unused RECEIVABLE, PAYABLE, and BROUGHT_FORWARD constants and the unused receivable(), payable(), brought_forward(), and net_change() shortcut methods from the Account data model.
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2023-03-09 14:36:02 +08:00 |
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imacat
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116d00a557
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Replaced the hard-coded cash account codes with the ACCUMULATED_CHANGE and NET_CHANGE constants and the accumulated_change() method of the Account data model.
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2023-03-09 14:36:01 +08:00 |
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imacat
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329e3d5362
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Replaced the hard-coded cash account codes with the CASH constant and the cash() method of the Account data model.
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2023-03-09 14:36:00 +08:00 |
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imacat
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47e8944f06
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Changed the constants of the common account codes in the Account data model from private to public.
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2023-03-09 14:36:00 +08:00 |
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imacat
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e7c43ae390
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Revised the documentation to use the term "income and expenses log" instead of "income and expenses", for consistency.
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2023-03-09 14:36:00 +08:00 |
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imacat
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b8b51b34d3
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Added the income-expenses-row-desktop.html and ledger-row-desktop.html templates to simplify templates of the income and expenses log and ledger.
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2023-03-09 14:36:00 +08:00 |
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imacat
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d083036719
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Renamed the income-expenses-mobile-row.html and ledger-mobile-row.html templates to income-expenses-row-mobile.html and ledger-row-mobile.html, respectively.
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2023-03-09 14:35:59 +08:00 |
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imacat
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7fe81c710b
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Added the balance-sheet-section.html template to simplify the template of balance sheet.
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2023-03-09 14:35:59 +08:00 |
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imacat
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9993f65627
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Added the search to the accounting data.
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2023-03-09 06:37:31 +08:00 |
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imacat
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fe01d5418d
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Fixed to limit the width of the search box in the currency list, base account list, account list, and transaction list.
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2023-03-09 06:37:31 +08:00 |
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imacat
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2f7b9932a0
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Added the base report class to ensure that the reports can both be shown on the page and downloaded as CSV.
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2023-03-09 06:37:28 +08:00 |
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imacat
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1eed16b732
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Added the pseudo account for the income and expenses log to query the income and expenses log of the current assets and liabilities.
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2023-03-09 06:37:28 +08:00 |
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imacat
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ede1160943
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Fixed the ledger and the income and expenses log not to show the total entry when there is actually no data.
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2023-03-09 06:37:27 +08:00 |
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imacat
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3814f0cb18
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Added the missing accounting_format_amount filter to the total of the ledger.
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2023-03-09 06:37:27 +08:00 |
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imacat
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24315b8203
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Fixed the styles of the negative numbers in the reports with red and braced absolute values.
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2023-03-09 06:37:26 +08:00 |
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imacat
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3c200d0dc6
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Fixed the sign of the amount in income statement.
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2023-03-09 06:37:26 +08:00 |
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imacat
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9f1e724875
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Added the "accounting.report.reports.csv_export" module to handle the CSV export in one place.
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2023-03-09 06:37:26 +08:00 |
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imacat
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f838e7f893
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Moved the utilities that are only for the report generators from the "accounting.report" module to the "accounting.report.reports.utils" module.
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2023-03-09 06:37:25 +08:00 |
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imacat
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edb893ecd3
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Replaced the report generators with a separated module for each report, to work with the diversity of the report formats without messing-up one another.
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2023-03-09 06:37:23 +08:00 |
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imacat
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436a4c367f
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Added the balance sheet.
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2023-03-09 06:37:22 +08:00 |
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imacat
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1813ce0cfa
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Removed the unused and empty __get_category method from the IncomeStatement report.
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2023-03-09 06:37:22 +08:00 |
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imacat
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7683347997
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Removed a non-existing parameter from the documentation of the constructor of the IncomeStatementParams class.
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2023-03-09 06:37:22 +08:00 |
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imacat
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46ffc7a73d
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Changed the display style of the rows in the income statement from grid to flex, to simplify the layout.
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2023-03-09 06:37:21 +08:00 |
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imacat
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e0a807d625
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Fixed the style of the indent and total line of the income statement.
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2023-03-09 06:37:20 +08:00 |
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imacat
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dffcf6d2ce
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Removed the unused is_account pseudo property in the IncomeStatementRow row.
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2023-03-09 06:37:19 +08:00 |
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imacat
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84d239e4b1
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Added the income statement.
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2023-03-09 06:37:19 +08:00 |
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imacat
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fcefc64117
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Removed an excess closing </div> in the template of the trial balance.
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2023-03-09 06:37:18 +08:00 |
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imacat
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81fbb380b4
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Renamed the variable select_trial_balance to select_balances in the __query_balances method of the TrialBalance report.
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2023-03-09 06:37:17 +08:00 |
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imacat
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d7ac8a3dcf
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Fixed the documentation of the TrialBalanceRow class.
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2023-03-09 06:37:17 +08:00 |
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imacat
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bcd3418e2c
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Fixed the documentation in the constructor of the trail balance.
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2023-03-09 06:37:16 +08:00 |
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imacat
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ef9e5cb5b3
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Split the report parameters from the report class so that it works better with both CSV export and HTML templates.
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2023-03-09 06:37:16 +08:00 |
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imacat
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e797cfeb8c
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Simplified the logic to test the total row in the ledger and income and expenses.
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2023-03-09 06:37:16 +08:00 |
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imacat
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22bae7f766
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Replaced the <ul></ul> list with CSS "display: grid" for the trial balance, to allow using <a></a> as the table row.
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2023-03-09 06:37:15 +08:00 |
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imacat
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aa669e9f53
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Replaced tables with CSS "display: grid" for the journal, ledger, and income and expenses, to allow using <a></a> as the table row.
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2023-03-09 06:37:14 +08:00 |
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imacat
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898a1af7b5
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Revised the separation lines in the table headers and footers of the ledger tables.
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2023-03-09 06:37:13 +08:00 |
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imacat
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f762bcf48f
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Replaced the duplicated "accounting-transaction-card" and "accounting-report-card" CSS classes with the "accounting-sheet" class, for simplicity.
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2023-03-09 06:37:12 +08:00 |
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