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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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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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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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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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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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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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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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1c740b9bbc
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Added the get_income_expenses_url utility to replace the common codes to retrieve the URL of an income and expenses log.
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2023-03-09 14:36:53 +08:00 |
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380256eda7
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Revised the imports in the reports.
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2023-03-09 14:36:52 +08:00 |
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74eee034d0
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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.
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2023-03-09 14:36:47 +08:00 |
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4ce577d7d8
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Removed the unused entry property from the ReportEntry model of the income and expenses log.
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2023-03-09 14:36:45 +08:00 |
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c6487bf9d4
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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.
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2023-03-09 14:36:42 +08:00 |
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672fcbcbdf
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Replaced querying the accounts later with the "selectinload" query option in the income and expenses log.
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2023-03-09 14:36:41 +08:00 |
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5687852dfb
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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.
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2023-03-09 14:36:22 +08:00 |
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7083f22577
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Revised the documentation in the page parameters and the report in the ledger and income and expenses log.
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2023-03-09 14:36:21 +08:00 |
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7b10eb68bc
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Revised the documentation of the EntryCollector class in the ledger and income and expenses log.
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2023-03-09 14:36:20 +08:00 |
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c8230c949d
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Renamed the Entry class to ReportEntry in the journal, ledger, income and expenses log, and search result, to be clear without confusion.
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2023-03-09 14:36:18 +08:00 |
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c5d0d91a7d
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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.
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2023-03-09 14:36:17 +08:00 |
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cb89f34455
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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.
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2023-03-09 14:36:17 +08:00 |
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11ab4a4ba6
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Revised the documentation of the CSV rows for the reports.
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2023-03-09 14:36:16 +08:00 |
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617dd29f23
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Added the period_spec function to be used to compose the download file name, to replace the spec property of the Period utility.
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2023-03-09 14:36:08 +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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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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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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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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