Commit Graph

517 Commits

Author SHA1 Message Date
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
a1627b7fbf Revised to use a simpler way to run the class methods in the __get_desc method of the Period utility, to prevent confusion with SonarQube. 2023-03-09 14:36:14 +08:00
7c3b8c8f44 Revised to store the newly-constructed period chooser and month chooser in variables to prevent SonarQube from complaining. 2023-03-09 14:36:13 +08:00
b19f4fa939 Added "use strict"; to all the JavaScript files. 2023-03-09 14:36:13 +08:00
41c3e06ce4 Removed the period chooser JavaScript from the search result page. 2023-03-09 14:36:12 +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
005f9083aa Revised the constructor of the IncomeExpensesAccount pseudo account. 2023-03-09 14:36:10 +08:00
12dbae56c4 Revised the f-strings in the "accounting.models" module. 2023-03-09 14:36:10 +08:00
a98723c57b Removed an unused import from the "accounting.utils.pagination" module. 2023-03-09 14:36:10 +08:00
d5bd3b8383 Fixed an HTML error in the template of the trial balance. 2023-03-09 14:36:09 +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
b0a4a735f3 Added the is_a_month property to the Period utility. 2023-03-09 14:36:08 +08:00
41770e38b8 Updated the translation. 2023-03-09 14:36:08 +08:00
d8a6614543 Fixed the text for the account used in the titles of the ledger and the income and expenses log. 2023-03-09 14:36:07 +08:00
8d76b5130e Fixed the localization function used in the titles of the reports. 2023-03-09 14:36:07 +08:00
43fc4b9b8d Renamed "total revenue" to "total operating revenue". 2023-03-09 14:36:07 +08:00
3ed8d7f1d2 Removed the now-unused table-row-link.js. It is replaced by the grid display. 2023-03-09 14:36:06 +08:00
ea7c194d7e Revised the period-chooser.html template to simplify the code to include it. 2023-03-09 14:36:06 +08:00
041a905fc0 Added font-awesome icons to the report chooser. 2023-03-09 14:36:05 +08:00
10d1be8bd1 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. 2023-03-09 14:36:03 +08:00
6e1d35eda4 Revised the report-chooser.html template to simplify the reports. 2023-03-09 14:36:03 +08:00
52b5151fe0 Added the currency-chooser.html template to simplify the templates of the report. 2023-03-09 14:36:02 +08:00
f9fc033de6 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. 2023-03-09 14:36:02 +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
47e8944f06 Changed the constants of the common account codes in the Account data model from private to public. 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
b8b51b34d3 Added the income-expenses-row-desktop.html and ledger-row-desktop.html templates to simplify templates of the income and expenses log and ledger. 2023-03-09 14:36:00 +08:00
d083036719 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. 2023-03-09 14:35:59 +08:00
7fe81c710b Added the balance-sheet-section.html template to simplify the template of balance sheet. 2023-03-09 14:35:59 +08:00
9993f65627 Added the search to the accounting data. 2023-03-09 06:37:31 +08:00
fe01d5418d Fixed to limit the width of the search box in the currency list, base account list, account list, and transaction list. 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
3814f0cb18 Added the missing accounting_format_amount filter to the total of the ledger. 2023-03-09 06:37:27 +08:00
24315b8203 Fixed the styles of the negative numbers in the reports with red and braced absolute values. 2023-03-09 06:37:26 +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