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041a905fc0
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Added font-awesome icons to the report chooser.
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2023-03-09 14:36:05 +08:00 |
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10d1be8bd1
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Added the action-buttons.html template and retired the report-chooser.html and currency-chooser.html templates, as the template for the common action buttons.
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2023-03-09 14:36:03 +08:00 |
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6e1d35eda4
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Revised the report-chooser.html template to simplify the reports.
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2023-03-09 14:36:03 +08:00 |
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52b5151fe0
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Added the currency-chooser.html template to simplify the templates of the report.
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2023-03-09 14:36:02 +08:00 |
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f9fc033de6
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Removed the unused RECEIVABLE, PAYABLE, and BROUGHT_FORWARD constants and the unused receivable(), payable(), brought_forward(), and net_change() shortcut methods from the Account data model.
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2023-03-09 14:36:02 +08:00 |
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116d00a557
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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.
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2023-03-09 14:36:01 +08:00 |
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329e3d5362
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Replaced the hard-coded cash account codes with the CASH constant and the cash() method of the Account data model.
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2023-03-09 14:36:00 +08:00 |
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47e8944f06
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Changed the constants of the common account codes in the Account data model from private to public.
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2023-03-09 14:36:00 +08:00 |
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e7c43ae390
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Revised the documentation to use the term "income and expenses log" instead of "income and expenses", for consistency.
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2023-03-09 14:36:00 +08:00 |
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b8b51b34d3
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Added the income-expenses-row-desktop.html and ledger-row-desktop.html templates to simplify templates of the income and expenses log and ledger.
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2023-03-09 14:36:00 +08:00 |
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d083036719
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Renamed the income-expenses-mobile-row.html and ledger-mobile-row.html templates to income-expenses-row-mobile.html and ledger-row-mobile.html, respectively.
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2023-03-09 14:35:59 +08:00 |
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7fe81c710b
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Added the balance-sheet-section.html template to simplify the template of balance sheet.
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2023-03-09 14:35:59 +08:00 |
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9993f65627
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Added the search to the accounting data.
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2023-03-09 06:37:31 +08:00 |
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fe01d5418d
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Fixed to limit the width of the search box in the currency list, base account list, account list, and transaction list.
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2023-03-09 06:37:31 +08:00 |
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2f7b9932a0
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Added the base report class to ensure that the reports can both be shown on the page and downloaded as CSV.
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2023-03-09 06:37:28 +08:00 |
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1eed16b732
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Added the pseudo account for the income and expenses log to query the income and expenses log of the current assets and liabilities.
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2023-03-09 06:37:28 +08:00 |
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ede1160943
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Fixed the ledger and the income and expenses log not to show the total entry when there is actually no data.
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2023-03-09 06:37:27 +08:00 |
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3814f0cb18
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Added the missing accounting_format_amount filter to the total of the ledger.
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2023-03-09 06:37:27 +08:00 |
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24315b8203
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Fixed the styles of the negative numbers in the reports with red and braced absolute values.
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2023-03-09 06:37:26 +08:00 |
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3c200d0dc6
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Fixed the sign of the amount in income statement.
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2023-03-09 06:37:26 +08:00 |
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9f1e724875
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Added the "accounting.report.reports.csv_export" module to handle the CSV export in one place.
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2023-03-09 06:37:26 +08:00 |
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f838e7f893
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Moved the utilities that are only for the report generators from the "accounting.report" module to the "accounting.report.reports.utils" module.
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2023-03-09 06:37:25 +08:00 |
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edb893ecd3
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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.
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2023-03-09 06:37:23 +08:00 |
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436a4c367f
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Added the balance sheet.
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2023-03-09 06:37:22 +08:00 |
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1813ce0cfa
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Removed the unused and empty __get_category method from the IncomeStatement report.
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2023-03-09 06:37:22 +08:00 |
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7683347997
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Removed a non-existing parameter from the documentation of the constructor of the IncomeStatementParams class.
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2023-03-09 06:37:22 +08:00 |
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46ffc7a73d
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Changed the display style of the rows in the income statement from grid to flex, to simplify the layout.
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2023-03-09 06:37:21 +08:00 |
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e0a807d625
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Fixed the style of the indent and total line of the income statement.
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2023-03-09 06:37:20 +08:00 |
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dffcf6d2ce
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Removed the unused is_account pseudo property in the IncomeStatementRow row.
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2023-03-09 06:37:19 +08:00 |
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84d239e4b1
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Added the income statement.
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2023-03-09 06:37:19 +08:00 |
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fcefc64117
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Removed an excess closing </div> in the template of the trial balance.
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2023-03-09 06:37:18 +08:00 |
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81fbb380b4
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Renamed the variable select_trial_balance to select_balances in the __query_balances method of the TrialBalance report.
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2023-03-09 06:37:17 +08:00 |
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d7ac8a3dcf
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Fixed the documentation of the TrialBalanceRow class.
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2023-03-09 06:37:17 +08:00 |
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bcd3418e2c
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Fixed the documentation in the constructor of the trail balance.
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2023-03-09 06:37:16 +08:00 |
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ef9e5cb5b3
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Split the report parameters from the report class so that it works better with both CSV export and HTML templates.
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2023-03-09 06:37:16 +08:00 |
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e797cfeb8c
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Simplified the logic to test the total row in the ledger and income and expenses.
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2023-03-09 06:37:16 +08:00 |
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22bae7f766
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Replaced the <ul></ul> list with CSS "display: grid" for the trial balance, to allow using <a></a> as the table row.
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2023-03-09 06:37:15 +08:00 |
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aa669e9f53
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Replaced tables with CSS "display: grid" for the journal, ledger, and income and expenses, to allow using <a></a> as the table row.
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2023-03-09 06:37:14 +08:00 |
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898a1af7b5
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Revised the separation lines in the table headers and footers of the ledger tables.
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2023-03-09 06:37:13 +08:00 |
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f762bcf48f
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Replaced the duplicated "accounting-transaction-card" and "accounting-report-card" CSS classes with the "accounting-sheet" class, for simplicity.
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2023-03-09 06:37:12 +08:00 |
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5d4effa360
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Added the "debit" and "credit" properties to, and removed the "is_debit" property from the JournalRow row, to reduce the amount of logic in the template of the journal.
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2023-03-09 06:37:11 +08:00 |
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dd05478bf3
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Simplified the syntax to retrieve query arguments in the templates, and reduced the amount of logic in the templates.
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2023-03-09 06:37:11 +08:00 |
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9450915404
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Added the "default" filter to reduce the amount of logic in the templates, which differs from the Jinja2 "default" filter in that it looks for None instead of undefined values.
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2023-03-09 06:37:10 +08:00 |
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8d126e183f
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Changed the date field of the transaction forms to set the default value in the view, but not the form, so that the default value is not set when it did not receive a value.
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2023-03-09 06:37:10 +08:00 |
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bfb08cf5fc
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Changed the format_amount_input filter to accept None, and return an empty string if the value is None.
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2023-03-09 06:37:09 +08:00 |
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a7bcf4b5c1
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Changed the format_amount template filter to return None when the value is None.
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2023-03-09 06:37:08 +08:00 |
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cd49ca44b1
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Fixed to avoid getting the income and expenses with accounts that are not current assets and liabilities when switching from the ledger.
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2023-03-09 06:37:07 +08:00 |
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734362396f
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Adding the missing currency when constructing the report chooser in the trial balance.
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2023-03-09 06:37:06 +08:00 |
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88147bea66
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Revised the currency in the titles and options of the ledger, income and expenses, and trial balance.
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2023-03-09 06:37:05 +08:00 |
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cca43c68a6
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Added trial balance.
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2023-03-09 06:37:05 +08:00 |
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