Commit Graph

814 Commits

Author SHA1 Message Date
61ee08fda2 Revised the date format in the journal entry order page, and removed the individual date in the page, as it is redundant. 2023-03-22 02:12:19 +08:00
c8e1270d8f Updated the translation. 2023-03-22 01:50:18 +08:00
2a78799404 Revised the page to reorder the journal entries in a same day. 2023-03-22 01:47:11 +08:00
863d7a9368 Simplified the "can_delete" pseudo property of the JournalEntry data model. SQLAlchemy caches the query result. There is no need to cache the result again. 2023-03-22 01:02:09 +08:00
6fd37b21d9 Fixed so that the journal entries that has offset cannot be deleted. 2023-03-22 00:59:43 +08:00
bbf3ee3320 Added the limitation so that the default currency and the currencies in use cannot be deleted. 2023-03-22 00:37:39 +08:00
d0d2d77a2e Added the limitation so that essential accounts, like cash, and the accounts in use, cannot be deleted. 2023-03-22 00:37:26 +08:00
494faeffea Revised the toolbar of the reports to fit better in desktop browsers. 2023-03-21 23:16:47 +08:00
871a5fd1d8 Changed the "settings" button to "edit" in the account, currency, and journal entry detail pages. 2023-03-21 23:10:33 +08:00
e615ad2690 Revised the style of the toolbar buttons for better layout on mobile devices. Hid the "Back" button on mobile devices for better layout and saving spaces. 2023-03-21 23:07:05 +08:00
da92a0b42c Replaced the BABEL_DEFAULT_LOCALE configuration variable with the default_locale from the Flask-Babel instance, to get rid of the dependency to the specific configuration variable. 2023-03-21 22:34:44 +08:00
9248ba7e3b Removed the redundant Flask App context from the default_currency_code Jinja2 global and the default_ie_account_code function. They are always under the Flask app context. 2023-03-21 21:17:10 +08:00
a42e7d13a2 Renamed the configuration DEFAULT_CURRENCY, DEFAULT_IE_ACCOUNT, and RECURRING to "ACCOUNTING_DEFAULT_CURRENCY", "ACCOUNTING_DEFAULT_IE_ACCOUNT", and "ACCOUNTING_RECURRING", respectively. 2023-03-21 21:13:03 +08:00
a82f5091f1 Revised the styles of the buttons in the description editor. 2023-03-21 19:50:57 +08:00
3455827c09 Added the recurring transactions. 2023-03-21 19:45:56 +08:00
5dccf99a55 Renamed "regular" to "recurring" in the description editor. 2023-03-21 17:48:19 +08:00
8818b46e01 Moved the tag initialization from the constructor to the __init_tags method in the DescriptionEditor class. 2023-03-21 17:32:07 +08:00
2f3ad99467 Removed redundant code in the templates of the journal entry form. 2023-03-21 11:54:45 +08:00
592910187b Added the common form-debit-credit.html template to reduce the duplicated code for the currency sub-forms in the transaction form. 2023-03-21 11:47:05 +08:00
cb7a0d377f Added the common form-currency.html template to reduce the duplicated code for the currency sub-forms in the transaction form. 2023-03-21 11:26:28 +08:00
79175285f8 Changed "to transfer" to "as transfer", and updated its Font Awesome icon in the toolbar of the journal entries. 2023-03-21 11:04:45 +08:00
fef474977c Adjust the location of the Material Design floating action buttons for mobile screen. 2023-03-21 10:57:08 +08:00
fa1a55cd3d Adjusted the style for the mobile toolbar for Firefox on Android with large font size. 2023-03-21 10:56:21 +08:00
56138f7de3 Updated the translation. 2023-03-21 00:53:52 +08:00
21ef944259 Fixed the error in the navigation menu when there is no matching endpoint. 2023-03-21 00:53:27 +08:00
760f1c2877 Fixed the query to be case-insensitive in the base account selector in the account form and the account selector in the journal entry form. 2023-03-20 23:54:50 +08:00
e377eac407 Fixed the capitalization of the currencies, base accounts, and accounts. 2023-03-20 23:54:49 +08:00
77787eee9f Fixed the search queries to be case-insensitive. 2023-03-20 23:54:38 +08:00
03265a1232 Fixed the text in the buttons to add new journal entries. 2023-03-20 23:16:57 +08:00
079dc1ab6d Renamed the "eid" field to "id" in the LineItemForm form, since the problem is found. It was the "id" property of the enclosing FormField. If we extract the form from FormField, we can still access the "id" field. 2023-03-20 23:06:57 +08:00
d4fe91ec4a Fixed the capitalization of the shortcut periods in the period chooser. 2023-03-20 22:57:04 +08:00
acc5b4d6ea Fixed the capitalization of the label of the number of items in the description editor. 2023-03-20 22:52:35 +08:00
19a93cb4c3 Fixed the text message in the add_journal_entry view. 2023-03-20 22:44:55 +08:00
116089d1d2 Fixed the text message in the add_currency view. 2023-03-20 22:44:26 +08:00
50dd6078c7 Replaced "Need offset" with "Needs Offset" as the text of the badge. 2023-03-20 22:43:53 +08:00
9a4531b26c Revised the title of the delete confirmation modal from "Delete XXX Confirmation" to "Confirm Delete XXX", as suggested by ChatGPT. 2023-03-20 22:38:35 +08:00
b1af1d7425 Renamed "voucher" to "journal entry". 2023-03-20 22:33:14 +08:00
8f909965a9 Renamed "voucher line item" to "journal entry line item". 2023-03-20 20:52:35 +08:00
e26af6f3fc Renamed "side" to "debit-credit". 2023-03-20 20:35:10 +08:00
02fffc3400 Removed the unused offset_original_line_item_id field from the DebitLineItemForm form. 2023-03-20 18:56:38 +08:00
d7d6929bf2 Fixed the parameter passed to the credit line item subform in the transfer voucher form. 2023-03-20 18:53:16 +08:00
e4cc61552e Simplified the parameter passed to the "form-line-item.html" template for the line item subform of the voucher form, to be less error-prone. 2023-03-20 18:53:11 +08:00
d18dd7d4d2 Renamed "summary" to "description" in the voucher line item. 2023-03-20 18:45:50 +08:00
c1235608d8 Renamed "journal entry" to "voucher line item", and "entry type" to "side". 2023-03-19 22:09:40 +08:00
25c45b16ae Removed the unused imports from the "accounting.voucher.utils.original_entries" module. 2023-03-19 14:15:50 +08:00
5db13393cc Renamed "transaction" to "voucher", "cash expense transaction" to "cash disbursement voucher", and "cash income transaction" to "cash receipt voucher". 2023-03-19 13:56:46 +08:00
1e286fbeba Renamed the #originalEntry, #summary, #account, and #amount private attributes of the JavaScript JournalEntryEditor class to #originalEntryText, #summaryText, #accountText, and #amountInput, to avoid confusion with the public attributes with similar names. 2023-03-19 10:42:37 +08:00
d4b3fe67b9 Removed the originalEntryId parameter from the onOpen method of the JavaScript OriginalEntrySelector class. It can be obtained from the JournalEntryEditor instance, and the parameter is not needed anymore. 2023-03-19 10:25:33 +08:00
5d0757c845 Added the JavaScript JournalEntryEditor instance to the parameters of the constructor of the JavaScript OriginalEntrySelector class, so that it always have access to the JournalEntryEditor instance. Removed the JournalEntryEditor instance from the parameters of the onOpen method of the JournalEntryEditor class. 2023-03-19 10:22:18 +08:00
122b7b059c Changed the default date and min date for the Tempus Dominus month chooser from strings to the JavaScript Date objects. 2023-03-19 10:15:32 +08:00
4977847dd8 Changed the entryType attribute of the JavaScript AccountSelector class from public to private, renamed it from entryType to #entryType. 2023-03-19 07:30:03 +08:00
b9b197ea27 Removed the unused #modal property from the JavaScript OriginalEntrySelector class. 2023-03-19 07:27:25 +08:00
2299b86d0f Updated the translation. 2023-03-18 23:37:08 +08:00
6d293a1aac Added the JavaScript getInstances method to the SummaryEditor and AccountSelector classes, so that it is easier to deal with the case when the debit and credit versions are not both exist. 2023-03-18 23:36:38 +08:00
a2311aee24 Revised to prevent word wrapping in the button to choose the original entry in the summary editor. 2023-03-18 23:20:49 +08:00
5571c0d01f Renamed all the is_XXX_needed properties to is_need_XXX. For example, especially the is_offset_needed property to is_need_offset, to be clear and understandable. 2023-03-18 22:52:29 +08:00
7ff52d99e6 Removed the unused is_offset_chooser_needed property from the AccountOption data model. 2023-03-18 22:40:56 +08:00
cc440a4110 Renamed the "_is_payable_needed" and "_is_receivable_needed" properties in the TransactionForm form to "_is_need_payable" and "_is_need_receivable", respectively, for readability and understandability. 2023-03-18 22:39:26 +08:00
f5149a0c37 Replaced the long parameter list with the JournalEntrySubForm instance in the onEdit method of the JavaScript JournalEntryEditor, to simplify the code. 2023-03-18 22:36:50 +08:00
ca928636fd Replaces the datasets with object attributes to store the currency code and entry type in the JavaScript OriginalEntrySelector class. 2023-03-18 22:11:45 +08:00
4a8297d594 Revised the documentation of the JavaScript OriginalEntrySelector class. 2023-03-18 22:11:45 +08:00
915e4408e1 Revised the JavaScript to initialize the OriginalEntrySelector instance in JournalEntryEditor, so that the journal entry editor holds the OriginalEntrySelector instance. It can find the OriginalEntrySelector instance without needing to invoke its static methods. Removed the redundant static methods from the OriginalEntrySelector class. 2023-03-18 22:11:45 +08:00
fd9eac06f6 Merged the code in the #initializeSummaryEditors method into the constructor in the JavaScript JournalEntryEditor class. 2023-03-18 22:11:45 +08:00
403942dfc0 Added a missing semicolon in the saveOriginalEntry method of the JavaScript JournalEntryEditor class. 2023-03-18 22:11:45 +08:00
35dc513760 Revised the #initializeSummaryEditors method of the JavaScript JournalEntryEditor class to construct the SummaryEditor instances with the entry type instead of the form element. Replaced the form element with the entry type in the constructor of the SummaryEditor class. Removed the unused accounting-summary-editor class and data-entry-type attributes from the template of the summary editor. 2023-03-18 22:11:45 +08:00
01861f0b6a Merged the code in the #initializeAccountSelectors method into the constructor in the JavaScript JournalEntryEditor class. 2023-03-18 22:11:45 +08:00
8c10f1e96a Revised the ledger not to show the accumulated balance of the nominal accounts. The accumulated balance does not make sense for nominal accounts. 2023-03-18 22:11:45 +08:00
5f7fc0b8e8 Added the is_real pseudo property to the Account data model, and changed the is_nominal pseudo property to be the opposite of the is_real pseudo property. 2023-03-18 22:11:45 +08:00
700c179774 Applied the is_nominal pseudo property to the __get_brought_forward_entry method of the EntryCollector of the ledger. 2023-03-18 22:11:45 +08:00
cabe02f7d0 Added the is_nominal pseudo property to the Account data model. 2023-03-18 22:11:45 +08:00
5ceb9f2e83 Fixed and renamed the "__query_currency_period" method of the AccountCollector of the balance sheet to "__query_current_period". 2023-03-18 22:11:45 +08:00
fe1c7669b6 Added owner's equity accounts (base code starts with "3") when calculating the change of owner's equity in the specified period. 2023-03-18 22:11:45 +08:00
4eac10981f Added owner's equity (base code starts with "3") to the accounts that can take offset. 2023-03-18 22:11:44 +08:00
c869bccc04 Reordered the methods of the Account data model. 2023-03-18 22:11:44 +08:00
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
34f63c1cdf Renamed the "isOriginalEntry", "is-original-entry", "is_original_entry", and "isOriginalEntry()" methods and properties of journal entries to "isNeedOffset", "is-need-offset", "is_need_offset", and "isNeedOffset()", to be clear and understandable. 2023-03-18 22:11:44 +08:00
a643d9e811 Renamed the isAccountOffsetNeeded parameter to isAccountNeedOffset in the saveSummaryWithAccount method of the JournalEntryEditor class. 2023-03-18 22:11:44 +08:00
2239ddfad1 Revised the JavaScript to initialize the AccountSelector instances in JournalEntryEditor, so that the journal entry editor holds the AccountSelector instances. It can find the AccountSelector instance without needing to invoke its static methods. Removed the redundant static methods from the AccountSelector class. 2023-03-18 22:11:44 +08:00
12fbe36b9a Revised the JavaScript to initialize the SummaryEditor instances in JournalEntryEditor, so that the journal entry editor holds the SummaryEditor instances. It can find the SummaryEditor instance without needing to invoke its static methods. Removed the redundant static methods from the SummaryEditor class. 2023-03-18 22:11:44 +08:00
46e34bb89a Removed setting the redundant "entryType" dataset from the "onAddNew" and "onEdit" methods of the JournalEntryEditor class. It is not used anymore. 2023-03-18 22:11:44 +08:00
c9453d3023 Removed the redundant "entryType" parameter from the static "start" method of JavaScript AccountSelector. 2023-03-18 22:11:44 +08:00
fc766724c4 Removed the redundant "summary" parameter from the "#onOpen" and static "start" methods of JavaScript SummaryEditor. 2023-03-18 22:11:44 +08:00
38c394c0af Added the TransactionForm instance to the constructor of the JournalEntryEditor instance, so that the journal entry editor holds an instance of the transaction form, too. It does not need to find the transaction form all the way from the side property that may not be available. Retired the redundant getTransactionForm method from the JournalEntryEditor class. 2023-03-18 22:11:44 +08:00
67e2b06d37 Revised the JavaScript to initialize the JournalEntryEditor in TransactionForm, so that the transaction form holds the JournalEntryEditor instance. The DebitCreditSideSubForm and JournalEntrySubForm instances can find the JournalEntryEditor instance from the parent form, without needing to invoke its static methods. Removed the redundant static methods from the JournalEntryEditor class. 2023-03-18 22:11:44 +08:00
be10a8d99e Revised the coding style with the JavaScript arrow functions for the transaction form. 2023-03-18 22:11:44 +08:00
fbeec600b7 Replaced the long parameter list with the JournalEntryEditor instance in the save method of the JavaScript JournalEntrySubForm sub-form, to simplify the code. 2023-03-18 22:11:44 +08:00
1a54592d4c Added the amount attribute to the JavaScript JournalEntryEditor class to pass the amount to the JournalEntrySubForm without exposing the amount input element. 2023-03-18 22:11:44 +08:00
94a527caf2 Replaces the datasets with object attributes to store the column values in the JavaScript JournalEntryEditor class. 2023-03-18 22:10:28 +08:00
0a1bbbdd47 Replaced the isOriginalEntry dataset attribute with the isNeedOffset property in the JavaScript JournalEntryEditor. It does not make sense to store that information in the HTML. 2023-03-18 09:47:57 +08:00
82b63e4bd4 Revised the coding style in the JavaScript journal entry editor. 2023-03-18 04:02:48 +08:00
e1d1aff0c1 Simplified the code in the #resetDeleteCurrencyButtons method of the JavaScript TransactionForm form. 2023-03-18 03:55:55 +08:00
56045f0faf Removed the unused __entry pseudo property from the JournalEntryForm form. 2023-03-17 22:52:38 +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
d88b3ac770 Added to track the net balance and offset of the original entries. 2023-03-17 22:32:01 +08:00
40e329d37f Reordered the validators in the "accounting.transaction.forms.journal_entry" module. 2023-03-16 20:42:32 +08:00
23a0721d8d Added assert in the be function in the "accounting.utils.cast" module, to insure the correctness of the expression received. 2023-03-15 23:23:01 +08:00
2b2c665eb6 Replaced the if checks with assert in the IsBalanced validator of the currency sub-form of the transaction form, the NoOffsetNominalAccount validator of the account form, and the CodeUnique validator of the currency form. 2023-03-15 22:25:24 +08:00
954173a2c2 Removed the unused list-group-item-success class from style.css. 2023-03-15 01:43:49 +08:00
91e6dc6668 Removed an excess tailing blank line from the "accounting.currency.views" module. 2023-03-15 01:10:05 +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
4c84686395 Removed an unused import from the "accounting" module. 2023-03-15 00:51:56 +08:00
61fd1849ed Removed the annotation future import from the "accounting.transaction.utils.account_option", "accounting.transaction.forms.journal_entry", and "accounting.transaction.forms.reorder" modules. 2023-03-14 21:51:19 +08:00
a67158f8f6 Moved the CodeUnique validator from an inner class of the CurrencyForm form to an independent class, and removed the annotation future import from the "accounting.currency.forms" module. 2023-03-14 21:48:11 +08:00
5c6bfd8b49 Revised the coding style of the NeedSomeCurrencies validator. 2023-03-14 21:42:02 +08:00
5d31eb9172 Removed the unnecessary future annotation import from the "accounting.transaction.forms.transaction" module. 2023-03-14 20:44:06 +08:00
fadce244c5 Revised the type hint and the coding style of the NeedSomeCurrencies validator. 2023-03-14 20:43:28 +08:00
8061a23fdc Renamed the AbstractUserUtils class to UserUtilityInterface, and added the can_view and can_edit functions to the UserUtilityInterface interface. There is no need to separately supply two additional can_view and can_edit callbacks. 2023-03-14 17:03:18 +08:00
cd8a480cd0 Revised the documentation of the AbstractUserUtils class. 2023-03-14 17:03:16 +08:00
b8b87714eb Revised the documentation of the JavaScript summary editor. 2023-03-14 17:03:12 +08:00
bf2f96621d Revised so that when the account selector finds the codes from the form, the journal entry editor is used to find the form instead of messing-up with the TransactionForm class and its static method that was a shortcut to the private instance method of the same name. 2023-03-14 17:03:10 +08:00
2d771f04be Fixed so that saving the journal entry from the journal entry editor triggers updating the total of the debit or credit side, which in turn triggers validating the balance if it is on a transfer form. This fixed the problem that deleting a journal entry updates total but not re-validating the balance. 2023-03-14 17:03:06 +08:00
3a12472d4b Fixed the indent in the template of the account selector. 2023-03-14 17:03:01 +08:00
d5a686a5d8 Removed trailing blank spaces from the JavaScript summary editor. 2023-03-14 17:02:58 +08:00
690f89e29a Removed the unused accounting-debit-account-code and accounting-credit-account-code HTML classes. 2023-03-14 17:02:54 +08:00
82a6a53dc4 Revised the account selector to find the account codes from the form through the TransactionForm class, but not finding the codes by itself. 2023-03-14 17:02:52 +08:00
cdd31b1047 Added the missing documentation to the static initialize method of JavaScript TransactionForm class. 2023-03-14 17:02:50 +08:00
5bad949cfa Fixed the documentation of the entryType parameter in the constructor of the JavaScript DebitCreditSideSubForm sub-form. 2023-03-14 17:02:48 +08:00
3826646d06 Reordered the journal entry editor and put the summary first and the account later. 2023-03-14 17:02:46 +08:00
74071e8997 Removed the unused static validateAccount method from the JavaScript journal entry editor. 2023-03-14 17:02:43 +08:00
3ce34803f3 Moved the journal entry editor from the transaction-form.js to a new independent JavaScript file journal-entry-editor.js. 2023-03-14 17:02:41 +08:00
232f73172f Removed the prefix from the journal entry sub-form. 2023-03-14 17:02:39 +08:00
ff1bb7142b Removed the unused data-prefix attribute from the currency sub-forms of the transaction form. 2023-03-14 17:02:37 +08:00
7155bf635a Removed the data-entry-type attribute from the journal entry editor form. The entry type is passed by the object. There is no need to store this information in the HTML anymore. 2023-03-14 17:02:35 +08:00
c306ff8009 Revised the JavaScript journal entry editor and account selector so that the account selector work with the journal entry editor and does not get into the detail of the journal entry editor. 2023-03-14 17:02:32 +08:00
b344abce06 Added the #prefix property to the journal entry editor to simplify the consistency. 2023-03-14 17:02:29 +08:00
b3c666c872 Fixed the addJournalEntry method of the DebitCreditSideSubForm sub-form to re-validate the whole side after a new journal entry is added. 2023-03-14 17:02:14 +08:00
6a671cac84 Revised the JavaScript journal entry editor and summary editor so that the summary editor work with the journal entry editor and does not get into the detail of the journal entry editor. 2023-03-14 16:59:54 +08:00
fe87c3a7de Fixed the documentation of the #side property of the JavaScript JournalEntryEditor class. 2023-03-14 16:59:51 +08:00
2013f8cbd9 Removed the initializeNewJournalEntry method from the JavaScript SummaryEditor. It does not do meaningful things at all. 2023-03-14 16:59:49 +08:00
2325842471 Fixed the documentation of the JavaScript for the transaction form. 2023-03-14 16:59:48 +08:00
c80e58b049 Renamed the journal entry form to journal entry editor, to be clear. 2023-03-14 16:59:46 +08:00
be0ae5eba4 Replaced the function-based JavaScript with the object-oriented TransactionForm, CurrencySubForm, DebitCreditSideSubForm, JournalEntrySubForm, and JournalEntryForm classes for the transaction form. 2023-03-14 16:59:36 +08:00
2b84f64554 Replaced the function-based JavaScript with the object-oriented AccountForm class for the currency form. 2023-03-12 22:15:56 +08:00
0a658a76e8 Replaced the function-based JavaScript with the object-oriented AccountForm class for the account form. 2023-03-12 22:15:54 +08:00
50dc79d865 Added the missing is-invalid class on errors to the currency field in the currency sub-forms of the transaction form. 2023-03-12 16:51:25 +08:00
4299fd6fbd Revised the code in the JavaScript initializeBaseAccountSelector function in the account form. 2023-03-12 01:34:45 +08:00
1d6a53f7cd Revised the account form so that the if-offset-needed option is only available for real accounts. 2023-03-12 01:34:42 +08:00
bb2993b0c0 Reordered the code in the "accounting.transaction.forms.journal_entry" module. 2023-03-11 20:36:38 +08:00
f6946c1165 Revised the IsBalanced validator so that it no longer need the __future__ annotation. 2023-03-11 19:10:47 +08:00
8e219d8006 Fixed the type hint of the form parameter in the NeedSomeJournalEntries validator. 2023-03-11 19:10:44 +08:00
53565eb9e6 Changed the IsBalanced validator from an inner class inside the TransferCurrencyForm form to an independent class. 2023-03-11 19:10:42 +08:00
965e78d8ad Revised the rule for the accounts that need offset in the accounting-init-accounts console command. 2023-03-11 17:15:08 +08:00
74b81d3e23 Renamed the offset_original_id column to original_entry_id, and the offset_original relationship to original_entry in the JournalEntry data model. 2023-03-11 16:34:30 +08:00
a0fba6387f Added the order to the search report. 2023-03-11 16:34:30 +08:00
d28bdf2064 Revised the parameter order in the template of the currency sub-form of the transaction form. 2023-03-11 16:34:29 +08:00
edf0c00e34 Shortened the names of the #filterAccountOptions, #getAccountCodeUsedInForm, and #shouldAccountOptionShow methods to #filterOptions, #getCodesUsedInForm, and #shouldOptionShow, respectively, in the JavaScript AccountSelector class. 2023-03-11 16:34:29 +08:00
107d161379 Removed a debug output from the JavaScript AccountSelector class. 2023-03-11 16:34:29 +08:00
f2c184f769 Rewrote the JavaScript AccountSelector to store the page elements in the object. 2023-03-11 16:34:28 +08:00
b45986ecfc Fixed the parameter type for the JavaScript AccountSelector class. 2023-03-11 16:34:28 +08:00
a2c2452ec5 Added a missing blank line to the JavaScript AccountSelector class. 2023-03-11 16:34:28 +08:00
5194258b48 Removed the redundant #init method from the JavaScript AccountSelector class. 2023-03-11 16:34:28 +08:00
3fe7eb41ac Removed the unused "__in_use_account_id" property from the TransactionForm form. 2023-03-11 16:34:28 +08:00
7fb9e2f0a1 Added missing documentation to the OptionLink data model in the "accounting.report.utils.option_link" module. 2023-03-11 16:34:28 +08:00
1d443f7b76 Renamed the "accounting.transaction.form" module to "accounting.transaction.forms". It only contains forms now. 2023-03-11 16:34:28 +08:00
6ad4fba9cd Moved the "accounting.transaction.operators", "accounting.transaction.summary_editor" and "accounting.transaction.form.account_option" modules into the "accounting.transaction.utils" module. 2023-03-11 16:34:28 +08:00
3dda6531b5 Split the "accounting.transaction.forms" module into various submodules in the "accounting.transaction.form" module. 2023-03-11 16:33:51 +08:00
de09e1498b Added the __get_default_page_uri() function to the "accounting.transaction.views" module to simplify the code. 2023-03-10 08:34:44 +08:00
c26c4686c5 Renamed the "original_id" column to "offset_original_id", and the "original" and "offset" relationships to "offset_original" and "offsets", respectively, in the JournalEntry data model. 2023-03-10 08:25:38 +08:00
c95f4fcc47 Added the __str property and changed the query_values property from a pseudo property to a real property in the AccountOption data model, so that it does not need to hold the account object forever. 2023-03-09 22:50:18 +08:00
71af74fc8a Added documentation to the properties of the AccountOption data model. 2023-03-09 22:47:46 +08:00
56e972c371 Fixed so that the download buttons on the report pages are disabled when there is no data. 2023-03-09 22:29:44 +08:00
7feb6da062 Fixed the JavaScript period chooser error when there is no data. 2023-03-09 22:25:26 +08:00
af71874f9d Fixed an error checking if there is any data in the PeriodChooser utility. 2023-03-09 22:20:24 +08:00
3fa8818a27 Added the is_check_as parameter to the get_txn_op function so that the "as" query parameter is not checked when showing the transaction detail. 2023-03-09 22:14:22 +08:00
be46d8aa14 Renamed the default_io_account_code and default_io_account functions to default_ie_account_code and default_ie_account, respectively. That was a mistake. 2023-03-09 20:59:21 +08:00
20f55058ac 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
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
38141759fd Removed an excess blank line in the "accounting.report.view" module. 2023-03-09 20:59:20 +08:00
7fb3e3bc2c Shortened the names of the views of the reports. 2023-03-09 20:59:20 +08:00
05ac5158f8 Added the default report view as the income and expenses log with the default currency, default account and default period. Changed the previous default journal links to the current default. 2023-03-09 20:59:09 +08:00
ec257a4b57 Renamed the "accounting.report.period.periods" module to "accounting.report.period.shortcuts", to be clear. 2023-03-09 20:13:15 +08:00
5ebb89a6d5 Moved the month_end utility from the "accounting.report.period.period" module to the new "accounting.report.period.month_end" module. 2023-03-09 19:56:06 +08:00
900d60d1ae Moved the shortcut named periods from the "accounting.report.period.period" module to the "accounting.report.period.periods" module. 2023-03-09 19:44:53 +08:00
bc792c145f Replaced the Period.get_instance method with the get_period function in the "accounting.report.period.parser" module. Changed the parse_spec function in the "accounting.report.period.parser" to private. 2023-03-09 19:40:34 +08:00
4432484acd Replaced the PeriodSpecification object-based utility with the get_spec function-based utility, for simplicity. 2023-03-09 19:30:36 +08:00
7ad3f9e0cb Replaced the PeriodDescription object-based utility with the get_desc function-based utility, for simplicity. 2023-03-09 19:25:43 +08:00
060a52f7a2 Moved the period specification parser from the "accounting.report.period.period" module to the "accounting.report.period.parser" module. 2023-03-09 19:10:21 +08:00
c17430d211 Renamed the "accounting.report.period.period_chooser" module to "accounting.report.period.chooser", for simplicity. 2023-03-09 19:07:58 +08:00
8fd99bb617 Simplified the import of the datetime module in the "accounting.report.period.period" module. 2023-03-09 19:05:27 +08:00
ce388eb6c8 Moved the PeriodSpecification and PeriodDescription utilities from the "accounting.report.period.period" module to the "accounting.report.period.specification" and "accounting.report.period.description" modules, respectively. 2023-03-09 18:57:29 +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
ef086b3f81 Revised to simplify the YearPeriod period. 2023-03-09 18:03:02 +08:00
b4be1db712 Revised the imports in the "accounting.report.reports.utils.period_chooser" module. 2023-03-09 18:00:38 +08:00
5d44ebdfd8 Revised the properties of the Today, Yesterday, and AllTime periods. 2023-03-09 17:58:49 +08:00
9859604c81 Revised the documentation of the _set_properties method of the Period utility. 2023-03-09 17:56:27 +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
e37f6792c9 Replaced aria-label with aria-labelled-by in the search modal of the report, for simplicity. 2023-03-09 16:42:13 +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
27beff3f8f Renamed the accounting-search and accounting-search-label HTML ID to accounting-toolbar-search and accounting-toolbar-search-label, respectively. 2023-03-09 14:37:03 +08:00
c6c545b99f Removed the unused accounting-search-form, accounting-search-desktop-form, accounting-search-input, and accounting-search-label classes. 2023-03-09 14:37:02 +08:00
6d5a2fae6a Applied the accounting-toolbar class to the base account list, account list, and currency list. 2023-03-09 14:37:02 +08:00
8819eabcd0 Replaced the separated toolbar for the desktop and mobile screen with the accounting-toolbar class that acts differently on different screen sizes. 2023-03-09 14:37:01 +08:00
3582d960ca Replaced the toolbar button group with individual buttons on the reports. 2023-03-09 14:37:01 +08:00
02e10a301a Removed the unused custom "btn-actions" class from the templates. 2023-03-09 14:36:59 +08:00
f0187434d2 Fixed the error from the month chooser in the period chooser when the current period has no start as the default month. 2023-03-09 14:36:59 +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
21b3320e66 Revised the add-txn-material-fab.html template to simplify the code to include it. 2023-03-09 14:36:39 +08:00
5c47e63ae3 Moved the add-txn-material-fab.html template from the accounting/include directory to the accounting/report/include directory, because it is only used in the reports now. 2023-03-09 14:36:39 +08:00
f59378002e Removed the list_transactions view that is not used now. 2023-03-09 14:36:38 +08:00
531e90e8ad Revised the imports in the "accounting.transaction.view" module. 2023-03-09 14:36:38 +08:00
8fc33131dd Changed the transaction operation to return to the default journal instead of the transaction list. The transaction list is to be removed. There is no link to the transaction list at all, and it's layout is undecided. 2023-03-09 14:36:38 +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
14d5d1e8d6 Renamed the action-buttons.html template to toolbar-buttons.html. 2023-03-09 14:36:35 +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
1f87bc00e8 Removed the excess "with_type" from the success redirection of the update_transaction view. 2023-03-09 14:36:33 +08:00
ff9ff4bdcf Removed the excess "with_type" from the success redirection of the delete_transaction view. 2023-03-09 14:36:33 +08:00
578233d66d Renamed the sort_accounts view to sort_transactions in the "accounting.transaction.views" module, and fixed its url endpoints on success. 2023-03-09 14:36:32 +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
d64f354ee0 Added the DATE_SPEC_RE constant to simplify the regular expression matching in the _parse_period_spec function. 2023-03-09 14:36:32 +08:00
ba3d8c6d4e Removed a redundant test in the _parse_period_spec function in the "accounting.report.period" module. 2023-03-09 14:36:31 +08:00
4f7f87b10d Removed an unused import from the "accounting.report.reports.utils" module. 2023-03-09 14:36:30 +08:00
4273f99644 Fixed the regular expression to match the extra note in the summary for security, as suggested by SonarQube. 2023-03-09 14:36:30 +08:00
ffe834bedd Added the DATE_REQUIRED constant to the "accounting.transaction.forms" module as the common date field validator. 2023-03-09 14:36:29 +08:00
e448e009c9 Simplified the declaration of the "available_years" property in the PeriodChooser utility. 2023-03-09 14:36:29 +08:00
b6802c51bb Removed an excess blank line in the __get_since_desc method of the PeriodDescription utility. 2023-03-09 14:36:29 +08:00
2515c1ea1f Added the __get_since_spec and __get_until_spec methods to simplify the __get_spec method in the PeriodSpecification utility. 2023-03-09 14:36:28 +08:00
0ef6409f75 Revised the documentation of the PeriodDescription utility. 2023-03-09 14:36:28 +08:00
ed18b81ad8 Moved the code to compose the period specification from the Period utility to the PeriodSpecification utility, to simplify the code. 2023-03-09 14:36:27 +08:00
b46cec6fab Updated the translation. 2023-03-09 14:36:27 +08:00
6c122666a0 Revised to simplify the PeriodDescription utility. 2023-03-09 14:36:27 +08:00
7ddc9ececf Added the __format_day method to the PeriodDescription utility to simplify the code. 2023-03-09 14:36:26 +08:00
4eebbd9692 Moved the code to compose the period description from the Period utility to the PeriodDescription utility, to simplify the code. 2023-03-09 14:36:25 +08:00
338b49c965 Added the __get_since_desc and __get_until_desc methods to simplify the __get_desc method in the Period utility. 2023-03-09 14:36:25 +08:00
f438f97571 Revised the styles of the f-strings in the Period utility. 2023-03-09 14:36:24 +08:00
9b273115a0 Removed the empty _set_properties method override from the YearPeriod period. 2023-03-09 14:36:24 +08:00
58d1add810 Added type hints to the CASH_CODE, ACCUMULATED_CHANGE_CODE, and NET_CHANGE_CODE constants. 2023-03-09 14:36:23 +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
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