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a14ffa93ed
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Replaced querying the currencies later with the "selectinload" query option in the journal and search reports.
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2023-03-09 14:36:41 +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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cb4258dd6d
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Removed the unused "is_total" property from the ReportEntry class of the journal.
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2023-03-09 14:36:40 +08:00 |
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6fc21f82af
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Changed the entry parameter of the ReportEntry class in journal to be non-optional. There is no optional entry in its actual use.
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2023-03-09 14:36:40 +08:00 |
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13e3ef5875
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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.
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2023-03-09 14:36:40 +08:00 |
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21b3320e66
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Revised the add-txn-material-fab.html template to simplify the code to include it.
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2023-03-09 14:36:39 +08:00 |
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5c47e63ae3
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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.
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2023-03-09 14:36:39 +08:00 |
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f59378002e
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Removed the list_transactions view that is not used now.
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2023-03-09 14:36:38 +08:00 |
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531e90e8ad
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Revised the imports in the "accounting.transaction.view" module.
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2023-03-09 14:36:38 +08:00 |
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8fc33131dd
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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.
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2023-03-09 14:36:38 +08:00 |
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62716eb545
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Fixed the report chooser to set the current report when the current report is the search page.
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2023-03-09 14:36:36 +08:00 |
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14d5d1e8d6
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Renamed the action-buttons.html template to toolbar-buttons.html.
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2023-03-09 14:36:35 +08:00 |
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4306ed739f
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Added the is_search property to the report chooser to highlight the search when it is on the search page.
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2023-03-09 14:36:34 +08:00 |
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1f87bc00e8
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Removed the excess "with_type" from the success redirection of the update_transaction view.
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2023-03-09 14:36:33 +08:00 |
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ff9ff4bdcf
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Removed the excess "with_type" from the success redirection of the delete_transaction view.
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2023-03-09 14:36:33 +08:00 |
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578233d66d
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Renamed the sort_accounts view to sort_transactions in the "accounting.transaction.views" module, and fixed its url endpoints on success.
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2023-03-09 14:36:32 +08:00 |
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5e7f790f87
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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.
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2023-03-09 14:36:32 +08:00 |
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d64f354ee0
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Added the DATE_SPEC_RE constant to simplify the regular expression matching in the _parse_period_spec function.
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2023-03-09 14:36:32 +08:00 |
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ba3d8c6d4e
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Removed a redundant test in the _parse_period_spec function in the "accounting.report.period" module.
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2023-03-09 14:36:31 +08:00 |
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4f7f87b10d
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Removed an unused import from the "accounting.report.reports.utils" module.
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2023-03-09 14:36:30 +08:00 |
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4273f99644
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Fixed the regular expression to match the extra note in the summary for security, as suggested by SonarQube.
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2023-03-09 14:36:30 +08:00 |
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ffe834bedd
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Added the DATE_REQUIRED constant to the "accounting.transaction.forms" module as the common date field validator.
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2023-03-09 14:36:29 +08:00 |
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e448e009c9
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Simplified the declaration of the "available_years" property in the PeriodChooser utility.
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2023-03-09 14:36:29 +08:00 |
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b6802c51bb
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Removed an excess blank line in the __get_since_desc method of the PeriodDescription utility.
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2023-03-09 14:36:29 +08:00 |
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2515c1ea1f
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Added the __get_since_spec and __get_until_spec methods to simplify the __get_spec method in the PeriodSpecification utility.
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2023-03-09 14:36:28 +08:00 |
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0ef6409f75
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Revised the documentation of the PeriodDescription utility.
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2023-03-09 14:36:28 +08:00 |
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ed18b81ad8
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Moved the code to compose the period specification from the Period utility to the PeriodSpecification utility, to simplify the code.
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2023-03-09 14:36:27 +08:00 |
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b46cec6fab
|
Updated the translation.
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2023-03-09 14:36:27 +08:00 |
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6c122666a0
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Revised to simplify the PeriodDescription utility.
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2023-03-09 14:36:27 +08:00 |
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7ddc9ececf
|
Added the __format_day method to the PeriodDescription utility to simplify the code.
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2023-03-09 14:36:26 +08:00 |
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4eebbd9692
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Moved the code to compose the period description from the Period utility to the PeriodDescription utility, to simplify the code.
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2023-03-09 14:36:25 +08:00 |
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338b49c965
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Added the __get_since_desc and __get_until_desc methods to simplify the __get_desc method in the Period utility.
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2023-03-09 14:36:25 +08:00 |
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f438f97571
|
Revised the styles of the f-strings in the Period utility.
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2023-03-09 14:36:24 +08:00 |
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9b273115a0
|
Removed the empty _set_properties method override from the YearPeriod period.
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2023-03-09 14:36:24 +08:00 |
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58d1add810
|
Added type hints to the CASH_CODE, ACCUMULATED_CHANGE_CODE, and NET_CHANGE_CODE constants.
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2023-03-09 14:36:23 +08:00 |
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c189615ca4
|
Renamed the CASH, ACCUMULATED_CHANGE, and NET_CHANGE constants to CASH_CODE, ACCUMULATED_CHANGE_CODE, and NET_CHANGE_CODE, respectively, to avoid confusion.
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2023-03-09 14:36:23 +08:00 |
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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.
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2023-03-09 14:36:22 +08:00 |
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d74c62dbb7
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Removed excess property documentation from the Journal and Search classes.
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2023-03-09 14:36:22 +08:00 |
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987e98ebc0
|
Moved the code to collect the report entries to the EntryCollector class in the Search report.
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2023-03-09 14:36:21 +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
|
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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f277010991
|
Renamed the TrialBalanceTotal class to Total, to be short and clear.
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2023-03-09 14:36:19 +08:00 |
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729a7fd107
|
Renamed the TrialBalanceAccount, IncomeStatementAccount, and BalanceSheetAccount classes to ReportAccount, to be short and clear.
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2023-03-09 14:36:19 +08:00 |
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c8230c949d
|
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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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.
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2023-03-09 14:36:18 +08:00 |
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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.
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2023-03-09 14:36:17 +08:00 |
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fb06e9db44
|
Shortened the names of the BalanceSheetSubsection and BalanceSheetSubsection classes to Section and Subsection, respectively.
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2023-03-09 14:36:17 +08:00 |
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d47e2e231b
|
Shortened the names of the IncomeStatementSection, IncomeStatementSubsection, and IncomeStatementAccumulatedTotal classes to Section, Subsection, and AccumulatedTotal, respectively.
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2023-03-09 14:36:17 +08:00 |
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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.
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2023-03-09 14:36:17 +08:00 |
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11ab4a4ba6
|
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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5dc8387ad9
|
Fixed the incorrect account in the __add_current_period method of the AccountCollector class in the "accounting.report.reports.balance_sheet" module.
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2023-03-09 14:36:16 +08:00 |
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26b70bb625
|
Fixed the logic for all-time in the period_spec function in the "accounting.report.reports.utils.csv_export" module.
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2023-03-09 14:36:15 +08:00 |
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f30a96d7e9
|
Simplified the logic in the period_spec method in the "accounting.report.reports.utils.csv_export" module.
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2023-03-09 14:36:15 +08:00 |
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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.
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2023-03-09 14:36:14 +08:00 |
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7c3b8c8f44
|
Revised to store the newly-constructed period chooser and month chooser in variables to prevent SonarQube from complaining.
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2023-03-09 14:36:13 +08:00 |
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b19f4fa939
|
Added "use strict"; to all the JavaScript files.
|
2023-03-09 14:36:13 +08:00 |
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41c3e06ce4
|
Removed the period chooser JavaScript from the search result page.
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2023-03-09 14:36:12 +08:00 |
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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.
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2023-03-09 14:36:11 +08:00 |
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196a115c99
|
Revised the coding style in the __get_transaction_condition method of the Search report.
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2023-03-09 14:36:11 +08:00 |
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005f9083aa
|
Revised the constructor of the IncomeExpensesAccount pseudo account.
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2023-03-09 14:36:10 +08:00 |
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12dbae56c4
|
Revised the f-strings in the "accounting.models" module.
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2023-03-09 14:36:10 +08:00 |
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a98723c57b
|
Removed an unused import from the "accounting.utils.pagination" module.
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2023-03-09 14:36:10 +08:00 |
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d5bd3b8383
|
Fixed an HTML error in the template of the trial balance.
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2023-03-09 14:36:09 +08:00 |
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617dd29f23
|
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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|
b0a4a735f3
|
Added the is_a_month property to the Period utility.
|
2023-03-09 14:36:08 +08:00 |
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|
41770e38b8
|
Updated the translation.
|
2023-03-09 14:36:08 +08:00 |
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d8a6614543
|
Fixed the text for the account used in the titles of the ledger and the income and expenses log.
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2023-03-09 14:36:07 +08:00 |
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|
8d76b5130e
|
Fixed the localization function used in the titles of the reports.
|
2023-03-09 14:36:07 +08:00 |
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|
43fc4b9b8d
|
Renamed "total revenue" to "total operating revenue".
|
2023-03-09 14:36:07 +08:00 |
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|
3ed8d7f1d2
|
Removed the now-unused table-row-link.js. It is replaced by the grid display.
|
2023-03-09 14:36:06 +08:00 |
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|
|
ea7c194d7e
|
Revised the period-chooser.html template to simplify the code to include it.
|
2023-03-09 14:36:06 +08:00 |
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|
041a905fc0
|
Added font-awesome icons to the report chooser.
|
2023-03-09 14:36:05 +08:00 |
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|
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 |
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|
6e1d35eda4
|
Revised the report-chooser.html template to simplify the reports.
|
2023-03-09 14:36:03 +08:00 |
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|
|
52b5151fe0
|
Added the currency-chooser.html template to simplify the templates of the report.
|
2023-03-09 14:36:02 +08:00 |
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|
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 |
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|
|
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 |
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|
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 |
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|
|
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 |
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|
|
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 |
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|
|
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 |
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|
|
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 |
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|
|
7fe81c710b
|
Added the balance-sheet-section.html template to simplify the template of balance sheet.
|
2023-03-09 14:35:59 +08:00 |
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|
|
9993f65627
|
Added the search to the accounting data.
|
2023-03-09 06:37:31 +08:00 |
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|
|
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 |
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|
|
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 |
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|
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 |
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|
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 |
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|
3814f0cb18
|
Added the missing accounting_format_amount filter to the total of the ledger.
|
2023-03-09 06:37:27 +08:00 |
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|
|
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 |
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|
|
3c200d0dc6
|
Fixed the sign of the amount in income statement.
|
2023-03-09 06:37:26 +08:00 |
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|
|
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 |
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|
|
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 |
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|
|
edb893ecd3
|
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.
|
2023-03-09 06:37:23 +08:00 |
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|
436a4c367f
|
Added the balance sheet.
|
2023-03-09 06:37:22 +08:00 |
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|
|
1813ce0cfa
|
Removed the unused and empty __get_category method from the IncomeStatement report.
|
2023-03-09 06:37:22 +08:00 |
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|
|
7683347997
|
Removed a non-existing parameter from the documentation of the constructor of the IncomeStatementParams class.
|
2023-03-09 06:37:22 +08:00 |
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|
|
46ffc7a73d
|
Changed the display style of the rows in the income statement from grid to flex, to simplify the layout.
|
2023-03-09 06:37:21 +08:00 |
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|
|
e0a807d625
|
Fixed the style of the indent and total line of the income statement.
|
2023-03-09 06:37:20 +08:00 |
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|
|
dffcf6d2ce
|
Removed the unused is_account pseudo property in the IncomeStatementRow row.
|
2023-03-09 06:37:19 +08:00 |
|
