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d18dd7d4d2
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Renamed "summary" to "description" in the voucher line item.
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2023-03-20 18:45:50 +08:00 |
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c1235608d8
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Renamed "journal entry" to "voucher line item", and "entry type" to "side".
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2023-03-19 22:09:40 +08:00 |
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5db13393cc
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Renamed "transaction" to "voucher", "cash expense transaction" to "cash disbursement voucher", and "cash income transaction" to "cash receipt voucher".
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2023-03-19 13:56:46 +08:00 |
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5571c0d01f
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Renamed all the is_XXX_needed properties to is_need_XXX. For example, especially the is_offset_needed property to is_need_offset, to be clear and understandable.
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2023-03-18 22:52:29 +08:00 |
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8c10f1e96a
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Revised the ledger not to show the accumulated balance of the nominal accounts. The accumulated balance does not make sense for nominal accounts.
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2023-03-18 22:11:45 +08:00 |
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700c179774
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Applied the is_nominal pseudo property to the __get_brought_forward_entry method of the EntryCollector of the ledger.
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2023-03-18 22:11:45 +08:00 |
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5ceb9f2e83
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Fixed and renamed the "__query_currency_period" method of the AccountCollector of the balance sheet to "__query_current_period".
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2023-03-18 22:11:45 +08:00 |
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fe1c7669b6
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Added owner's equity accounts (base code starts with "3") when calculating the change of owner's equity in the specified period.
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2023-03-18 22:11:45 +08:00 |
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61c111db69
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Revised the journal, the ledger, the income and expenses log, and the search result to show the last page first as the default upon pagination.
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2023-03-18 22:11:44 +08:00 |
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08d1e60238
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Fixed the journal, the ledger, the income ane expenses log, and the search result to respect the transaction number before the debit/credit and the journal entry nuber.
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2023-03-17 22:39:29 +08:00 |
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e9d8a8fcd8
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Added the "accounting.utils.cast" module to cast the things to the expected type in order to supress the warnings from PyCharm.
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2023-03-15 01:09:59 +08:00 |
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a0fba6387f
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Added the order to the search report.
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2023-03-11 16:34:30 +08:00 |
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7fb9e2f0a1
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Added missing documentation to the OptionLink data model in the "accounting.report.utils.option_link" module.
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2023-03-11 16:34:28 +08:00 |
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af71874f9d
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Fixed an error checking if there is any data in the PeriodChooser utility.
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2023-03-09 22:20:24 +08:00 |
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be46d8aa14
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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.
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2023-03-09 20:59:21 +08:00 |
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20f55058ac
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Shortened the name of the "accounting.report.utils.income_expenses_account" module to "accounting.report.utils.ie_account".
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2023-03-09 20:59:21 +08:00 |
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e9d1a53e03
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Shortened the name of the "accounting.report.utils.income_expenses_account" module to "accounting.report.utils.ie_account".
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2023-03-09 20:59:21 +08:00 |
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38141759fd
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Removed an excess blank line in the "accounting.report.view" module.
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2023-03-09 20:59:20 +08:00 |
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7fb3e3bc2c
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Shortened the names of the views of the reports.
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2023-03-09 20:59:20 +08:00 |
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05ac5158f8
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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.
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2023-03-09 20:59:09 +08:00 |
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ec257a4b57
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Renamed the "accounting.report.period.periods" module to "accounting.report.period.shortcuts", to be clear.
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2023-03-09 20:13:15 +08:00 |
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5ebb89a6d5
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Moved the month_end utility from the "accounting.report.period.period" module to the new "accounting.report.period.month_end" module.
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2023-03-09 19:56:06 +08:00 |
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900d60d1ae
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Moved the shortcut named periods from the "accounting.report.period.period" module to the "accounting.report.period.periods" module.
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2023-03-09 19:44:53 +08:00 |
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bc792c145f
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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.
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2023-03-09 19:40:34 +08:00 |
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4432484acd
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Replaced the PeriodSpecification object-based utility with the get_spec function-based utility, for simplicity.
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2023-03-09 19:30:36 +08:00 |
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7ad3f9e0cb
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Replaced the PeriodDescription object-based utility with the get_desc function-based utility, for simplicity.
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2023-03-09 19:25:43 +08:00 |
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060a52f7a2
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Moved the period specification parser from the "accounting.report.period.period" module to the "accounting.report.period.parser" module.
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2023-03-09 19:10:21 +08:00 |
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c17430d211
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Renamed the "accounting.report.period.period_chooser" module to "accounting.report.period.chooser", for simplicity.
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2023-03-09 19:07:58 +08:00 |
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8fd99bb617
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Simplified the import of the datetime module in the "accounting.report.period.period" module.
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2023-03-09 19:05:27 +08:00 |
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ce388eb6c8
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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.
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2023-03-09 18:57:29 +08:00 |
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1850f9787e
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Moved the period and period chooser to the "accounting.report.period" module.
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2023-03-09 18:30:41 +08:00 |
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c6d55fad1c
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Renamed the "accounting.report.utils.period_choosers" module to "accounting.report.utils.period_chooser", because there is only period chooser now.
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2023-03-09 18:14:20 +08:00 |
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0c647d8f21
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Moved the "accounting.reports.period" and "accounting.reports.income_expense_account" utility modules into the "accounting.reports.utils" module.
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2023-03-09 18:13:18 +08:00 |
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5d1f87582e
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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.
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2023-03-09 18:09:08 +08:00 |
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ef086b3f81
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Revised to simplify the YearPeriod period.
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2023-03-09 18:03:02 +08:00 |
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b4be1db712
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Revised the imports in the "accounting.report.reports.utils.period_chooser" module.
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2023-03-09 18:00:38 +08:00 |
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5d44ebdfd8
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Revised the properties of the Today, Yesterday, and AllTime periods.
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2023-03-09 17:58:49 +08:00 |
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9859604c81
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Revised the documentation of the _set_properties method of the Period utility.
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2023-03-09 17:56:27 +08:00 |
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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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