Commit Graph

1002 Commits

Author SHA1 Message Date
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
d7bc01ccb4 Updated the Sphinx documentation. 2023-03-09 14:38:45 +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