Commit Graph

172 Commits

Author SHA1 Message Date
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
77787eee9f Fixed the search queries to be case-insensitive. 2023-03-20 23:54:38 +08:00
d4fe91ec4a Fixed the capitalization of the shortcut periods in the period chooser. 2023-03-20 22:57:04 +08:00
50dd6078c7 Replaced "Need offset" with "Needs Offset" as the text of the badge. 2023-03-20 22:43:53 +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
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
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
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
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
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
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
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
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
af71874f9d Fixed an error checking if there is any data in the PeriodChooser utility. 2023-03-09 22:20:24 +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