Commit Graph

83 Commits

Author SHA1 Message Date
61c111db69 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. 2023-03-18 22:11:44 +08:00
08d1e60238 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. 2023-03-17 22:39:29 +08:00
e9d8a8fcd8 Added the "accounting.utils.cast" module to cast the things to the expected type in order to supress the warnings from PyCharm. 2023-03-15 01:09:59 +08:00
a0fba6387f Added the order to the search report. 2023-03-11 16:34:30 +08:00
e9d1a53e03 Shortened the name of the "accounting.report.utils.income_expenses_account" module to "accounting.report.utils.ie_account". 2023-03-09 20:59:21 +08:00
1850f9787e Moved the period and period chooser to the "accounting.report.period" module. 2023-03-09 18:30:41 +08:00
c6d55fad1c Renamed the "accounting.report.utils.period_choosers" module to "accounting.report.utils.period_chooser", because there is only period chooser now. 2023-03-09 18:14:20 +08:00
0c647d8f21 Moved the "accounting.reports.period" and "accounting.reports.income_expense_account" utility modules into the "accounting.reports.utils" module. 2023-03-09 18:13:18 +08:00
5d1f87582e 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. 2023-03-09 18:09:08 +08:00
b4be1db712 Revised the imports in the "accounting.report.reports.utils.period_chooser" module. 2023-03-09 18:00:38 +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
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
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
62716eb545 Fixed the report chooser to set the current report when the current report is the search page. 2023-03-09 14:36:36 +08:00
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