Commit Graph

454 Commits

Author SHA1 Message Date
56e972c371 Fixed so that the download buttons on the report pages are disabled when there is no data. 2023-03-09 22:29:44 +08:00
7feb6da062 Fixed the JavaScript period chooser error when there is no data. 2023-03-09 22:25:26 +08:00
af71874f9d Fixed an error checking if there is any data in the PeriodChooser utility. 2023-03-09 22:20:24 +08:00
3fa8818a27 Added the is_check_as parameter to the get_txn_op function so that the "as" query parameter is not checked when showing the transaction detail. 2023-03-09 22:14:22 +08:00
be46d8aa14 Renamed the default_io_account_code and default_io_account functions to default_ie_account_code and default_ie_account, respectively. That was a mistake. 2023-03-09 20:59:21 +08:00
20f55058ac Shortened the name of the "accounting.report.utils.income_expenses_account" module to "accounting.report.utils.ie_account". 2023-03-09 20:59:21 +08:00
e9d1a53e03 Shortened the name of the "accounting.report.utils.income_expenses_account" module to "accounting.report.utils.ie_account". 2023-03-09 20:59:21 +08:00
38141759fd Removed an excess blank line in the "accounting.report.view" module. 2023-03-09 20:59:20 +08:00
7fb3e3bc2c Shortened the names of the views of the reports. 2023-03-09 20:59:20 +08:00
05ac5158f8 Added the default report view as the income and expenses log with the default currency, default account and default period. Changed the previous default journal links to the current default. 2023-03-09 20:59:09 +08:00
ec257a4b57 Renamed the "accounting.report.period.periods" module to "accounting.report.period.shortcuts", to be clear. 2023-03-09 20:13:15 +08:00
5ebb89a6d5 Moved the month_end utility from the "accounting.report.period.period" module to the new "accounting.report.period.month_end" module. 2023-03-09 19:56:06 +08:00
900d60d1ae Moved the shortcut named periods from the "accounting.report.period.period" module to the "accounting.report.period.periods" module. 2023-03-09 19:44:53 +08:00
bc792c145f Replaced the Period.get_instance method with the get_period function in the "accounting.report.period.parser" module. Changed the parse_spec function in the "accounting.report.period.parser" to private. 2023-03-09 19:40:34 +08:00
4432484acd Replaced the PeriodSpecification object-based utility with the get_spec function-based utility, for simplicity. 2023-03-09 19:30:36 +08:00
7ad3f9e0cb Replaced the PeriodDescription object-based utility with the get_desc function-based utility, for simplicity. 2023-03-09 19:25:43 +08:00
060a52f7a2 Moved the period specification parser from the "accounting.report.period.period" module to the "accounting.report.period.parser" module. 2023-03-09 19:10:21 +08:00
c17430d211 Renamed the "accounting.report.period.period_chooser" module to "accounting.report.period.chooser", for simplicity. 2023-03-09 19:07:58 +08:00
8fd99bb617 Simplified the import of the datetime module in the "accounting.report.period.period" module. 2023-03-09 19:05:27 +08:00
ce388eb6c8 Moved the PeriodSpecification and PeriodDescription utilities from the "accounting.report.period.period" module to the "accounting.report.period.specification" and "accounting.report.period.description" modules, respectively. 2023-03-09 18:57:29 +08:00
1850f9787e Moved the period and period chooser to the "accounting.report.period" module. 2023-03-09 18:30:41 +08:00
c6d55fad1c Renamed the "accounting.report.utils.period_choosers" module to "accounting.report.utils.period_chooser", because there is only period chooser now. 2023-03-09 18:14:20 +08:00
0c647d8f21 Moved the "accounting.reports.period" and "accounting.reports.income_expense_account" utility modules into the "accounting.reports.utils" module. 2023-03-09 18:13:18 +08:00
5d1f87582e Moved the "accounting.report.reports.utils" module to "accounting.report.utils". It does not make sense to have a wierd and long module name just to make the import pretty. 2023-03-09 18:09:08 +08:00
ef086b3f81 Revised to simplify the YearPeriod period. 2023-03-09 18:03:02 +08:00
b4be1db712 Revised the imports in the "accounting.report.reports.utils.period_chooser" module. 2023-03-09 18:00:38 +08:00
5d44ebdfd8 Revised the properties of the Today, Yesterday, and AllTime periods. 2023-03-09 17:58:49 +08:00
9859604c81 Revised the documentation of the _set_properties method of the Period utility. 2023-03-09 17:56:27 +08:00
d31e495f6b Added the AllTime class as a named period. 2023-03-09 17:49:55 +08:00
7c4102be44 Fixed the documentation of the "ReportType.SEARCH" enum item. 2023-03-09 17:49:05 +08:00
1fd50e23d9 Changed the PeriodChooser utility from abstract to real, and replaced the various trivial subclasses with the get_url callable as the parameter. 2023-03-09 17:43:21 +08:00
9635448f18 Added the missing documentation to the sections property of the PageParams data model in the income statement report. 2023-03-09 17:36:33 +08:00
e7f1ca332e Revised the imports in the modules of ledger, income and expenses log, trial balance, and income statement. 2023-03-09 17:32:22 +08:00
3d2e40865e Revised the PeriodChooser utility to find the start of the data by itself. It can do that. It's child classes are all doing the same thing. There is no need to do that in its child classes. 2023-03-09 17:20:52 +08:00
5132141c68 Renamed the "is_pay_off_needed" column of the Account data model to "is_offset_needed", and the "pay_off_target_id" column of the JournalEntry data model to "original_id". 2023-03-09 17:16:05 +08:00
e37f6792c9 Replaced aria-label with aria-labelled-by in the search modal of the report, for simplicity. 2023-03-09 16:42:13 +08:00
e6b1136a14 Fixed so that the brought-forward row is not added for norminal accounts in the ledger. 2023-03-09 16:25:59 +08:00
27beff3f8f Renamed the accounting-search and accounting-search-label HTML ID to accounting-toolbar-search and accounting-toolbar-search-label, respectively. 2023-03-09 14:37:03 +08:00
c6c545b99f Removed the unused accounting-search-form, accounting-search-desktop-form, accounting-search-input, and accounting-search-label classes. 2023-03-09 14:37:02 +08:00
6d5a2fae6a Applied the accounting-toolbar class to the base account list, account list, and currency list. 2023-03-09 14:37:02 +08:00
8819eabcd0 Replaced the separated toolbar for the desktop and mobile screen with the accounting-toolbar class that acts differently on different screen sizes. 2023-03-09 14:37:01 +08:00
3582d960ca Replaced the toolbar button group with individual buttons on the reports. 2023-03-09 14:37:01 +08:00
02e10a301a Removed the unused custom "btn-actions" class from the templates. 2023-03-09 14:36:59 +08:00
f0187434d2 Fixed the error from the month chooser in the period chooser when the current period has no start as the default month. 2023-03-09 14:36:59 +08:00
34af52e3c3 Revised the __add_owner_s_equity method of the AccountCollector of the balance sheet to receive the period instead of the URL, and does its job when there is an amount, so that the URL is build only when there is an amount. 2023-03-09 14:36:58 +08:00
965df82c1c Fixed the logic in the __add_owner_s_equity method of the AccountCollector of the balance sheet, that when there is an existing balance, only set the URL when there's amount to be added. 2023-03-09 14:36:57 +08:00
df53f06094 Renamed the "accounting.report.reports.utils.get_url" module to "accounting.report.reports.utils.urls", and shortened the names of the utilities, for readability. 2023-03-09 14:36:56 +08:00
140d3c6010 Added the get_balance_sheet_url utility to replace the common codes to retrieve the URL of an income statement. 2023-03-09 14:36:55 +08:00
a65dccac92 Added the get_journal_url utility to replace the common codes to retrieve the URL of an income statement. 2023-03-09 14:36:55 +08:00
740e1cfac1 Added the get_trial_balance_url utility to replace the common codes to retrieve the URL of an income statement. 2023-03-09 14:36:54 +08:00
b62f31d385 Added the get_income_statement_url utility to replace the common codes to retrieve the URL of an income statement. 2023-03-09 14:36:54 +08:00
1c740b9bbc Added the get_income_expenses_url utility to replace the common codes to retrieve the URL of an income and expenses log. 2023-03-09 14:36:53 +08:00
380256eda7 Revised the imports in the reports. 2023-03-09 14:36:52 +08:00
74b695c089 Added the get_ledger_url utility to replace the common codes to retrieve the URL of a ledger. 2023-03-09 14:36:50 +08:00
6d1e705e4b Revised the documentation of the "accounting.report.reports.utils.csv_export" module. 2023-03-09 14:36:49 +08:00
8abe20dba5 Revised the __set_data method of the trial balance and the __query_balances of the income statement for consistency. 2023-03-09 14:36:48 +08:00
ed7a8ac0fd Added the __query_balance method to the AccountCollector of balance sheet to simplify the queris in the __query_accumulated and __query_currency_period methods. 2023-03-09 14:36:48 +08:00
74eee034d0 Replaced the "transaction" property with the "url" property in the ReportEntry model of the income and expenses log, so that the report entry does not need to keep the transaction object. 2023-03-09 14:36:47 +08:00
d19d23fe37 Replaced the "transaction" property with the "url" property in the ReportEntry model of ledger, so that the report entry does not need to keep the transaction object. 2023-03-09 14:36:46 +08:00
4ce577d7d8 Removed the unused entry property from the ReportEntry model of the income and expenses log. 2023-03-09 14:36:45 +08:00
a340fad109 Removed the unused entry and account properties from the ReportEntry model of the ledger. 2023-03-09 14:36:45 +08:00
555ad388bc Added the debit and credit pseudo properties to the JournalEntry data model, and retired the redundant ReportEntry model from the "accounting.report.reports.journal" module. 2023-03-09 14:36:44 +08:00
2f27ad5bef Replaced querying the transactions later with the "selectinload" query option in the ledger. Retired the unused populate_entries function from the "accounting.report.reports.ledger" module. 2023-03-09 14:36:43 +08:00
c6487bf9d4 Replaced querying the transactions later with the "selectinload" query option in the income and expenses log. Retired the unused populate_entries function from the "accounting.report.reports.income_expenses" module. 2023-03-09 14:36:42 +08:00
ff3dd28cd7 Replaced querying the transactions later with the "selectinload" query option in the journal and search reports. Retired the unused populate_entries function from the "accounting.report.reports.journal" module. 2023-03-09 14:36:42 +08:00
a14ffa93ed Replaced querying the currencies later with the "selectinload" query option in the journal and search reports. 2023-03-09 14:36:41 +08:00
672fcbcbdf Replaced querying the accounts later with the "selectinload" query option in the income and expenses log. 2023-03-09 14:36:41 +08:00
cb4258dd6d Removed the unused "is_total" property from the ReportEntry class of the journal. 2023-03-09 14:36:40 +08:00
6fc21f82af Changed the entry parameter of the ReportEntry class in journal to be non-optional. There is no optional entry in its actual use. 2023-03-09 14:36:40 +08:00
13e3ef5875 Replaced querying the accounts later with the "selectinload" query option in the journal and search reports, and restored the lazy setting in the account relationship of the JournalEntry data model. 2023-03-09 14:36:40 +08:00
21b3320e66 Revised the add-txn-material-fab.html template to simplify the code to include it. 2023-03-09 14:36:39 +08:00
5c47e63ae3 Moved the add-txn-material-fab.html template from the accounting/include directory to the accounting/report/include directory, because it is only used in the reports now. 2023-03-09 14:36:39 +08:00
f59378002e Removed the list_transactions view that is not used now. 2023-03-09 14:36:38 +08:00
531e90e8ad Revised the imports in the "accounting.transaction.view" module. 2023-03-09 14:36:38 +08:00
8fc33131dd Changed the transaction operation to return to the default journal instead of the transaction list. The transaction list is to be removed. There is no link to the transaction list at all, and it's layout is undecided. 2023-03-09 14:36:38 +08:00
62716eb545 Fixed the report chooser to set the current report when the current report is the search page. 2023-03-09 14:36:36 +08:00
14d5d1e8d6 Renamed the action-buttons.html template to toolbar-buttons.html. 2023-03-09 14:36:35 +08:00
4306ed739f Added the is_search property to the report chooser to highlight the search when it is on the search page. 2023-03-09 14:36:34 +08:00
1f87bc00e8 Removed the excess "with_type" from the success redirection of the update_transaction view. 2023-03-09 14:36:33 +08:00
ff9ff4bdcf Removed the excess "with_type" from the success redirection of the delete_transaction view. 2023-03-09 14:36:33 +08:00
578233d66d Renamed the sort_accounts view to sort_transactions in the "accounting.transaction.views" module, and fixed its url endpoints on success. 2023-03-09 14:36:32 +08:00
5e7f790f87 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. 2023-03-09 14:36:32 +08:00
d64f354ee0 Added the DATE_SPEC_RE constant to simplify the regular expression matching in the _parse_period_spec function. 2023-03-09 14:36:32 +08:00
ba3d8c6d4e Removed a redundant test in the _parse_period_spec function in the "accounting.report.period" module. 2023-03-09 14:36:31 +08:00
4f7f87b10d Removed an unused import from the "accounting.report.reports.utils" module. 2023-03-09 14:36:30 +08:00
4273f99644 Fixed the regular expression to match the extra note in the summary for security, as suggested by SonarQube. 2023-03-09 14:36:30 +08:00
ffe834bedd Added the DATE_REQUIRED constant to the "accounting.transaction.forms" module as the common date field validator. 2023-03-09 14:36:29 +08:00
e448e009c9 Simplified the declaration of the "available_years" property in the PeriodChooser utility. 2023-03-09 14:36:29 +08:00
b6802c51bb Removed an excess blank line in the __get_since_desc method of the PeriodDescription utility. 2023-03-09 14:36:29 +08:00
2515c1ea1f Added the __get_since_spec and __get_until_spec methods to simplify the __get_spec method in the PeriodSpecification utility. 2023-03-09 14:36:28 +08:00
0ef6409f75 Revised the documentation of the PeriodDescription utility. 2023-03-09 14:36:28 +08:00
ed18b81ad8 Moved the code to compose the period specification from the Period utility to the PeriodSpecification utility, to simplify the code. 2023-03-09 14:36:27 +08:00
b46cec6fab Updated the translation. 2023-03-09 14:36:27 +08:00
6c122666a0 Revised to simplify the PeriodDescription utility. 2023-03-09 14:36:27 +08:00
7ddc9ececf Added the __format_day method to the PeriodDescription utility to simplify the code. 2023-03-09 14:36:26 +08:00
4eebbd9692 Moved the code to compose the period description from the Period utility to the PeriodDescription utility, to simplify the code. 2023-03-09 14:36:25 +08:00
338b49c965 Added the __get_since_desc and __get_until_desc methods to simplify the __get_desc method in the Period utility. 2023-03-09 14:36:25 +08:00
f438f97571 Revised the styles of the f-strings in the Period utility. 2023-03-09 14:36:24 +08:00
9b273115a0 Removed the empty _set_properties method override from the YearPeriod period. 2023-03-09 14:36:24 +08:00
58d1add810 Added type hints to the CASH_CODE, ACCUMULATED_CHANGE_CODE, and NET_CHANGE_CODE constants. 2023-03-09 14:36:23 +08:00