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30fd9c2164
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Fixed the documentation of the "is_default" property of the Period utility.
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2023-06-05 22:43:35 +08:00 |
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a732656746
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Revised the coding style in the "__get_line_items" method of the OffsetMatcher class.
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2023-04-30 06:38:43 +08:00 |
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1daed940b6
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Corrected the definition of the "is_offset" property in the "__get_line_items" method of the OffsetMatcher class.
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2023-04-30 06:38:01 +08:00 |
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8c899776f2
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Corrected the filename in the csv method of the AccountsWithUnmatchedOffsets report class.
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2023-04-30 05:35:13 +08:00 |
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f9aa226bf9
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Removed an unnecessary f-string from the csv method of the AccountsWithUnappliedOriginalLineItems report class.
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2023-04-30 05:34:34 +08:00 |
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cda9e4e3c6
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Replaced importing the "typing" module as "t" with importing the individual names in the "typing" module. Since Python 3.9 introduced type hinting generics in standard collections, we do not have as many names to import now. This is also to be consistent with the practices of most major and standard packages and examples.
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2023-04-26 18:22:45 +08:00 |
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8a1cf463b1
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Renamed the "journal_entry_date" parameter to "date" in the constructor of the CSVRow class in the "accounting.report.reports.ledger" module.
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2023-04-26 13:34:14 +08:00 |
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d4cf224d6b
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Renamed the "journal_entry_date" parameter to "date" in the constructor of the CSVRow class in the "accounting.report.reports.income_expenses" module.
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2023-04-26 13:33:50 +08:00 |
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169b3c292a
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Renamed the "journal_entry_date" variable to "date" in the "__get_journal_entry_condition" method of the LineItemCollector class in the "accounting.report.reports.search" module.
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2023-04-26 13:26:38 +08:00 |
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359c335662
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Revised the way to import from the datetime package, to avoid name conflict with the common "date" and "time" names.
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2023-04-26 13:17:31 +08:00 |
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eed4c923f6
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Removed the "be" cast function to cast data type for the binary expressions. It is to be replaced by the mapped type hints.
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2023-04-23 13:21:48 +08:00 |
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014d67f7b8
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Removed the period filter from the unapplied original line items and unmatched offsets. It does not make sense for these two reports.
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2023-04-18 09:21:42 +08:00 |
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26b4d4388f
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Revised the imports in the "accounting.report.reports.unmatched" module.
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2023-04-18 09:10:25 +08:00 |
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b1f87cb707
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Updated the icon of the unmatched offsets.
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2023-04-18 08:20:51 +08:00 |
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412da170e1
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Added the get_net_balances function to the "accounting.report.utils.unapplied" module to replace the __get_net_balances methods of the OffsetMatcher and UnappliedOriginalLineItems classes.
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2023-04-18 07:04:00 +08:00 |
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fa237795cf
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Simplified the query for the unapplied original line items, replacing the offset matcher with its own query.
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2023-04-18 01:26:02 +08:00 |
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e2f854b5cc
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Changed the unmatched offsets from a module to a report, and to show both the unapplied original line items and the unmatched offsets instead of only the unmatched offsets, and added the accumulated balance, in order for ease of use. Removed the match information from the unapplied original line item report. Added the currency and period filters to both the unapplied original line item report and unmatched offset reports.
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2023-04-18 01:12:04 +08:00 |
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650c26036a
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Fixed the search result to allow full year/month/day specification.
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2023-04-09 21:03:18 +08:00 |
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3a8618f7c3
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Fixed the csv_download function when downloading data with non-US-ASCII filenames in the "accounting.report.utils.csv_export" module.
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2023-04-09 12:07:31 +08:00 |
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ba43bd7e90
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Simplify the URL of the default reports.
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2023-04-09 10:08:23 +08:00 |
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df240472a4
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Changed the permission to the offset matcher so that editors can use it.
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2023-04-09 00:39:45 +08:00 |
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1218b224fc
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Renamed the "accounting.unmatched_offset.forms" module to "accounting.utils.offset_matcher".
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2023-04-09 00:39:45 +08:00 |
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79689ac0e5
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Revised the unapplied original line item report to mark matched offsets for administrators when there are unmatched offsets.
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2023-04-09 00:39:45 +08:00 |
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052b62cdd4
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Moved the __query_line_items method in the UnappliedOriginalLineItems report to the new "accounting.utils.unapplied" module, to share this query.
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2023-04-08 18:12:56 +08:00 |
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3728a4037d
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Renamed the UnappliedAccountConverter path converter to NeedOffsetAccountConverter.
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2023-04-08 18:12:56 +08:00 |
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6eee17d44f
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Added the account list as the default page for the unapplied original line items.
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2023-04-08 18:12:55 +08:00 |
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5af6fd9619
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Moved the "accounting.journal_entry.utils.offset_alias" module to "accounting.utils.offset_alias".
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2023-04-08 18:12:55 +08:00 |
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e9824808ec
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Added the UnappliedAccountConverter path converter to only allow the accounts that need offsets.
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2023-04-08 18:12:54 +08:00 |
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c984d2d596
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Renamed the IncomeExpensesAccountConverter path converter to CurrentAccountConverter.
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2023-04-08 18:12:54 +08:00 |
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720e77c814
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Fixed the documentation of the PeriodConverter and IncomeExpensesAccountConverter path converters.
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2023-04-08 18:12:54 +08:00 |
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0f0412827d
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Added the unapplied original line item report.
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2023-04-08 18:12:45 +08:00 |
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8c10d42d7b
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Added documentation to the currency and account parameters of the CSVRow class, and the pagination parameter of the PageParams class in the "accounting.report.reports.journal" module.
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2023-04-08 00:44:13 +08:00 |
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7a5b3b78fc
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Removed the rows with zero balance from the income statement.
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2023-04-05 12:59:50 +08:00 |
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7df4051452
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Removed the rows with zero balance from the trial balance.
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2023-04-05 12:56:28 +08:00 |
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85084c68fd
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Removed the rows with zero balance from the balance sheet.
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2023-04-05 12:29:58 +08:00 |
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a4d1789b58
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Moved the income and expenses log to the first item of the report chooser.
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2023-04-05 08:15:16 +08:00 |
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02fcabb0ce
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Updated the URI of the reports to be the default views of the application.
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2023-04-05 08:06:00 +08:00 |
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4c2dcc5070
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Renamed the project from "Mia! Accounting Flask" to "Mia! Accounting".
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2023-04-04 18:26:54 +08:00 |
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0ad2ac53dd
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Added the "sql_condition" method to the CurrentAccount data model to simplify the queries.
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2023-03-22 21:43:58 +08:00 |
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c885c08c37
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Moved the "accounting.option.options" module to "accounting.utils.options", because it is meant to shared by other submodules.
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2023-03-22 19:47:37 +08:00 |
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567004f7d9
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Renamed IncomeExpensesAccount to CurrentAccount.
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2023-03-22 15:42:44 +08:00 |
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761d5a5824
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Added the option management, and moved the configuration of the default currency, the default account for the income and expenses log, and the recurring expenses and incomes to the options.
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2023-03-22 15:34:28 +08:00 |
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656762850c
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Moved the IncomeExpensesAccount data model from the "accounting.report.utils.ie_account" module to the "accounting.utils.ie_account" module.
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2023-03-22 07:29:41 +08:00 |
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9248ba7e3b
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Removed the redundant Flask App context from the default_currency_code Jinja2 global and the default_ie_account_code function. They are always under the Flask app context.
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2023-03-21 21:17:10 +08:00 |
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a42e7d13a2
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Renamed the configuration DEFAULT_CURRENCY, DEFAULT_IE_ACCOUNT, and RECURRING to "ACCOUNTING_DEFAULT_CURRENCY", "ACCOUNTING_DEFAULT_IE_ACCOUNT", and "ACCOUNTING_RECURRING", respectively.
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2023-03-21 21:13:03 +08:00 |
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77787eee9f
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Fixed the search queries to be case-insensitive.
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2023-03-20 23:54:38 +08:00 |
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d4fe91ec4a
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Fixed the capitalization of the shortcut periods in the period chooser.
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2023-03-20 22:57:04 +08:00 |
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50dd6078c7
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Replaced "Need offset" with "Needs Offset" as the text of the badge.
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2023-03-20 22:43:53 +08:00 |
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b1af1d7425
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Renamed "voucher" to "journal entry".
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2023-03-20 22:33:14 +08:00 |
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8f909965a9
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Renamed "voucher line item" to "journal entry line item".
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2023-03-20 20:52:35 +08:00 |
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