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ff3dd28cd7
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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.
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2023-03-09 14:36:42 +08:00 |
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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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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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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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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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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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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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c189615ca4
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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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8a3df7a689
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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
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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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617dd29f23
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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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43fc4b9b8d
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Renamed "total revenue" to "total operating revenue".
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2023-03-09 14:36:07 +08:00 |
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041a905fc0
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Added font-awesome icons to the report chooser.
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2023-03-09 14:36:05 +08:00 |
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116d00a557
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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.
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2023-03-09 14:36:01 +08:00 |
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329e3d5362
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Replaced the hard-coded cash account codes with the CASH constant and the cash() method of the Account data model.
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2023-03-09 14:36:00 +08:00 |
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e7c43ae390
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Revised the documentation to use the term "income and expenses log" instead of "income and expenses", for consistency.
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2023-03-09 14:36:00 +08:00 |
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9993f65627
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Added the search to the accounting data.
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2023-03-09 06:37:31 +08:00 |
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2f7b9932a0
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Added the base report class to ensure that the reports can both be shown on the page and downloaded as CSV.
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2023-03-09 06:37:28 +08:00 |
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1eed16b732
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Added the pseudo account for the income and expenses log to query the income and expenses log of the current assets and liabilities.
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2023-03-09 06:37:28 +08:00 |
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ede1160943
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Fixed the ledger and the income and expenses log not to show the total entry when there is actually no data.
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2023-03-09 06:37:27 +08:00 |
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3c200d0dc6
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Fixed the sign of the amount in income statement.
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2023-03-09 06:37:26 +08:00 |
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9f1e724875
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Added the "accounting.report.reports.csv_export" module to handle the CSV export in one place.
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2023-03-09 06:37:26 +08:00 |
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f838e7f893
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Moved the utilities that are only for the report generators from the "accounting.report" module to the "accounting.report.reports.utils" module.
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2023-03-09 06:37:25 +08:00 |
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edb893ecd3
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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.
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2023-03-09 06:37:23 +08:00 |
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