|
|
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 |
|
|
|
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 |
|
|
|
4f7f87b10d
|
Removed an unused import from the "accounting.report.reports.utils" module.
|
2023-03-09 14:36:30 +08:00 |
|
|
|
e448e009c9
|
Simplified the declaration of the "available_years" property in the PeriodChooser utility.
|
2023-03-09 14:36:29 +08:00 |
|
|
|
c189615ca4
|
Renamed the CASH, ACCUMULATED_CHANGE, and NET_CHANGE constants to CASH_CODE, ACCUMULATED_CHANGE_CODE, and NET_CHANGE_CODE, respectively, to avoid confusion.
|
2023-03-09 14:36:23 +08:00 |
|
|
|
5687852dfb
|
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.
|
2023-03-09 14:36:22 +08:00 |
|
|
|
d74c62dbb7
|
Removed excess property documentation from the Journal and Search classes.
|
2023-03-09 14:36:22 +08:00 |
|
|
|
987e98ebc0
|
Moved the code to collect the report entries to the EntryCollector class in the Search report.
|
2023-03-09 14:36:21 +08:00 |
|
|
|
7083f22577
|
Revised the documentation in the page parameters and the report in the ledger and income and expenses log.
|
2023-03-09 14:36:21 +08:00 |
|
|
|
7b10eb68bc
|
Revised the documentation of the EntryCollector class in the ledger and income and expenses log.
|
2023-03-09 14:36:20 +08:00 |
|
|
|
f277010991
|
Renamed the TrialBalanceTotal class to Total, to be short and clear.
|
2023-03-09 14:36:19 +08:00 |
|
|
|
729a7fd107
|
Renamed the TrialBalanceAccount, IncomeStatementAccount, and BalanceSheetAccount classes to ReportAccount, to be short and clear.
|
2023-03-09 14:36:19 +08:00 |
|
|
|
c8230c949d
|
Renamed the Entry class to ReportEntry in the journal, ledger, income and expenses log, and search result, to be clear without confusion.
|
2023-03-09 14:36:18 +08:00 |
|
|
|
3c98960efe
|
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.
|
2023-03-09 14:36:18 +08:00 |
|
|
|
c5d0d91a7d
|
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.
|
2023-03-09 14:36:17 +08:00 |
|
|
|
fb06e9db44
|
Shortened the names of the BalanceSheetSubsection and BalanceSheetSubsection classes to Section and Subsection, respectively.
|
2023-03-09 14:36:17 +08:00 |
|
|
|
d47e2e231b
|
Shortened the names of the IncomeStatementSection, IncomeStatementSubsection, and IncomeStatementAccumulatedTotal classes to Section, Subsection, and AccumulatedTotal, respectively.
|
2023-03-09 14:36:17 +08:00 |
|
|
|
cb89f34455
|
Renamed the "PageParams" class to "BasePageParams", and renamed its module from "accounting.report.reports.utils.page_params" to "accounting.report.reports.utils.base_page_params". Renamed all its subclasses to PageParams, to shorten their names and make code more readable.
|
2023-03-09 14:36:17 +08:00 |
|
|
|
11ab4a4ba6
|
Revised the documentation of the CSV rows for the reports.
|
2023-03-09 14:36:16 +08:00 |
|
|
|
5dc8387ad9
|
Fixed the incorrect account in the __add_current_period method of the AccountCollector class in the "accounting.report.reports.balance_sheet" module.
|
2023-03-09 14:36:16 +08:00 |
|
|
|
26b70bb625
|
Fixed the logic for all-time in the period_spec function in the "accounting.report.reports.utils.csv_export" module.
|
2023-03-09 14:36:15 +08:00 |
|
|
|
f30a96d7e9
|
Simplified the logic in the period_spec method in the "accounting.report.reports.utils.csv_export" module.
|
2023-03-09 14:36:15 +08:00 |
|
|
|
8a3df7a689
|
Revised the search report to match the amount when the query keyword is a number, instead of matching the amount as a text string. For example, "0150.00" matches 150, while "50" does not match 150.
|
2023-03-09 14:36:11 +08:00 |
|
|
|
196a115c99
|
Revised the coding style in the __get_transaction_condition method of the Search report.
|
2023-03-09 14:36:11 +08:00 |
|
|
|
617dd29f23
|
Added the period_spec function to be used to compose the download file name, to replace the spec property of the Period utility.
|
2023-03-09 14:36:08 +08:00 |
|
|
|
43fc4b9b8d
|
Renamed "total revenue" to "total operating revenue".
|
2023-03-09 14:36:07 +08:00 |
|
|
|
041a905fc0
|
Added font-awesome icons to the report chooser.
|
2023-03-09 14:36:05 +08:00 |
|
|
|
116d00a557
|
Replaced the hard-coded cash account codes with the ACCUMULATED_CHANGE and NET_CHANGE constants and the accumulated_change() method of the Account data model.
|
2023-03-09 14:36:01 +08:00 |
|
|
|
329e3d5362
|
Replaced the hard-coded cash account codes with the CASH constant and the cash() method of the Account data model.
|
2023-03-09 14:36:00 +08:00 |
|
|
|
e7c43ae390
|
Revised the documentation to use the term "income and expenses log" instead of "income and expenses", for consistency.
|
2023-03-09 14:36:00 +08:00 |
|
|
|
9993f65627
|
Added the search to the accounting data.
|
2023-03-09 06:37:31 +08:00 |
|
|
|
2f7b9932a0
|
Added the base report class to ensure that the reports can both be shown on the page and downloaded as CSV.
|
2023-03-09 06:37:28 +08:00 |
|
|
|
1eed16b732
|
Added the pseudo account for the income and expenses log to query the income and expenses log of the current assets and liabilities.
|
2023-03-09 06:37:28 +08:00 |
|
|
|
ede1160943
|
Fixed the ledger and the income and expenses log not to show the total entry when there is actually no data.
|
2023-03-09 06:37:27 +08:00 |
|
|
|
3c200d0dc6
|
Fixed the sign of the amount in income statement.
|
2023-03-09 06:37:26 +08:00 |
|
|
|
9f1e724875
|
Added the "accounting.report.reports.csv_export" module to handle the CSV export in one place.
|
2023-03-09 06:37:26 +08:00 |
|
|
|
f838e7f893
|
Moved the utilities that are only for the report generators from the "accounting.report" module to the "accounting.report.reports.utils" module.
|
2023-03-09 06:37:25 +08:00 |
|
|
|
edb893ecd3
|
Replaced the report generators with a separated module for each report, to work with the diversity of the report formats without messing-up one another.
|
2023-03-09 06:37:23 +08:00 |
|
