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d31e495f6b
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Added the AllTime class as a named period.
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2023-03-09 17:49:55 +08:00 |
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7c4102be44
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Fixed the documentation of the "ReportType.SEARCH" enum item.
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2023-03-09 17:49:05 +08:00 |
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1fd50e23d9
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Changed the PeriodChooser utility from abstract to real, and replaced the various trivial subclasses with the get_url callable as the parameter.
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2023-03-09 17:43:21 +08:00 |
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9635448f18
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Added the missing documentation to the sections property of the PageParams data model in the income statement report.
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2023-03-09 17:36:33 +08:00 |
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e7f1ca332e
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Revised the imports in the modules of ledger, income and expenses log, trial balance, and income statement.
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2023-03-09 17:32:22 +08:00 |
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3d2e40865e
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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.
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2023-03-09 17:20:52 +08:00 |
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5132141c68
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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".
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2023-03-09 17:16:05 +08:00 |
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e6b1136a14
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Fixed so that the brought-forward row is not added for norminal accounts in the ledger.
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2023-03-09 16:25:59 +08:00 |
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34af52e3c3
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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.
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2023-03-09 14:36:58 +08:00 |
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965df82c1c
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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.
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2023-03-09 14:36:57 +08:00 |
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df53f06094
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Renamed the "accounting.report.reports.utils.get_url" module to "accounting.report.reports.utils.urls", and shortened the names of the utilities, for readability.
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2023-03-09 14:36:56 +08:00 |
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140d3c6010
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Added the get_balance_sheet_url utility to replace the common codes to retrieve the URL of an income statement.
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2023-03-09 14:36:55 +08:00 |
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a65dccac92
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Added the get_journal_url utility to replace the common codes to retrieve the URL of an income statement.
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2023-03-09 14:36:55 +08:00 |
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740e1cfac1
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Added the get_trial_balance_url utility to replace the common codes to retrieve the URL of an income statement.
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2023-03-09 14:36:54 +08:00 |
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b62f31d385
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Added the get_income_statement_url utility to replace the common codes to retrieve the URL of an income statement.
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2023-03-09 14:36:54 +08:00 |
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1c740b9bbc
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Added the get_income_expenses_url utility to replace the common codes to retrieve the URL of an income and expenses log.
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2023-03-09 14:36:53 +08:00 |
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380256eda7
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Revised the imports in the reports.
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2023-03-09 14:36:52 +08:00 |
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74b695c089
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Added the get_ledger_url utility to replace the common codes to retrieve the URL of a ledger.
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2023-03-09 14:36:50 +08:00 |
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6d1e705e4b
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Revised the documentation of the "accounting.report.reports.utils.csv_export" module.
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2023-03-09 14:36:49 +08:00 |
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8abe20dba5
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Revised the __set_data method of the trial balance and the __query_balances of the income statement for consistency.
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2023-03-09 14:36:48 +08:00 |
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ed7a8ac0fd
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Added the __query_balance method to the AccountCollector of balance sheet to simplify the queris in the __query_accumulated and __query_currency_period methods.
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2023-03-09 14:36:48 +08:00 |
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74eee034d0
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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.
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2023-03-09 14:36:47 +08:00 |
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d19d23fe37
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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.
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2023-03-09 14:36:46 +08:00 |
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4ce577d7d8
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Removed the unused entry property from the ReportEntry model of the income and expenses log.
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2023-03-09 14:36:45 +08:00 |
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a340fad109
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Removed the unused entry and account properties from the ReportEntry model of the ledger.
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2023-03-09 14:36:45 +08:00 |
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555ad388bc
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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.
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2023-03-09 14:36:44 +08:00 |
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2f27ad5bef
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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.
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2023-03-09 14:36:43 +08:00 |
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c6487bf9d4
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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.
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2023-03-09 14:36:42 +08:00 |
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ff3dd28cd7
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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.
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2023-03-09 14:36:42 +08:00 |
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a14ffa93ed
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Replaced querying the currencies later with the "selectinload" query option in the journal and search reports.
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2023-03-09 14:36:41 +08:00 |
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672fcbcbdf
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Replaced querying the accounts later with the "selectinload" query option in the income and expenses log.
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2023-03-09 14:36:41 +08:00 |
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cb4258dd6d
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Removed the unused "is_total" property from the ReportEntry class of the journal.
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2023-03-09 14:36:40 +08:00 |
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6fc21f82af
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Changed the entry parameter of the ReportEntry class in journal to be non-optional. There is no optional entry in its actual use.
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2023-03-09 14:36:40 +08:00 |
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13e3ef5875
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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.
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2023-03-09 14:36:40 +08:00 |
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62716eb545
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Fixed the report chooser to set the current report when the current report is the search page.
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2023-03-09 14:36:36 +08:00 |
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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