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c17430d211
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Renamed the "accounting.report.period.period_chooser" module to "accounting.report.period.chooser", for simplicity.
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2023-03-09 19:07:58 +08:00 |
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8fd99bb617
|
Simplified the import of the datetime module in the "accounting.report.period.period" module.
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2023-03-09 19:05:27 +08:00 |
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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.
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2023-03-09 18:57:29 +08:00 |
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1850f9787e
|
Moved the period and period chooser to the "accounting.report.period" module.
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2023-03-09 18:30:41 +08:00 |
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c6d55fad1c
|
Renamed the "accounting.report.utils.period_choosers" module to "accounting.report.utils.period_chooser", because there is only period chooser now.
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2023-03-09 18:14:20 +08:00 |
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0c647d8f21
|
Moved the "accounting.reports.period" and "accounting.reports.income_expense_account" utility modules into the "accounting.reports.utils" module.
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2023-03-09 18:13:18 +08:00 |
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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.
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2023-03-09 18:09:08 +08:00 |
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ef086b3f81
|
Revised to simplify the YearPeriod period.
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2023-03-09 18:03:02 +08:00 |
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b4be1db712
|
Revised the imports in the "accounting.report.reports.utils.period_chooser" module.
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2023-03-09 18:00:38 +08:00 |
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5d44ebdfd8
|
Revised the properties of the Today, Yesterday, and AllTime periods.
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2023-03-09 17:58:49 +08:00 |
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9859604c81
|
Revised the documentation of the _set_properties method of the Period utility.
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2023-03-09 17:56:27 +08:00 |
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d31e495f6b
|
Added the AllTime class as a named period.
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2023-03-09 17:49:55 +08:00 |
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7c4102be44
|
Fixed the documentation of the "ReportType.SEARCH" enum item.
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2023-03-09 17:49:05 +08:00 |
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1fd50e23d9
|
Changed the PeriodChooser utility from abstract to real, and replaced the various trivial subclasses with the get_url callable as the parameter.
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2023-03-09 17:43:21 +08:00 |
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9635448f18
|
Added the missing documentation to the sections property of the PageParams data model in the income statement report.
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2023-03-09 17:36:33 +08:00 |
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e7f1ca332e
|
Revised the imports in the modules of ledger, income and expenses log, trial balance, and income statement.
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2023-03-09 17:32:22 +08:00 |
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3d2e40865e
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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.
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2023-03-09 17:20:52 +08:00 |
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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".
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2023-03-09 17:16:05 +08:00 |
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e37f6792c9
|
Replaced aria-label with aria-labelled-by in the search modal of the report, for simplicity.
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2023-03-09 16:42:13 +08:00 |
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e6b1136a14
|
Fixed so that the brought-forward row is not added for norminal accounts in the ledger.
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2023-03-09 16:25:59 +08:00 |
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27beff3f8f
|
Renamed the accounting-search and accounting-search-label HTML ID to accounting-toolbar-search and accounting-toolbar-search-label, respectively.
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2023-03-09 14:37:03 +08:00 |
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c6c545b99f
|
Removed the unused accounting-search-form, accounting-search-desktop-form, accounting-search-input, and accounting-search-label classes.
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2023-03-09 14:37:02 +08:00 |
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6d5a2fae6a
|
Applied the accounting-toolbar class to the base account list, account list, and currency list.
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2023-03-09 14:37:02 +08:00 |
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8819eabcd0
|
Replaced the separated toolbar for the desktop and mobile screen with the accounting-toolbar class that acts differently on different screen sizes.
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2023-03-09 14:37:01 +08:00 |
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3582d960ca
|
Replaced the toolbar button group with individual buttons on the reports.
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2023-03-09 14:37:01 +08:00 |
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02e10a301a
|
Removed the unused custom "btn-actions" class from the templates.
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2023-03-09 14:36:59 +08:00 |
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f0187434d2
|
Fixed the error from the month chooser in the period chooser when the current period has no start as the default month.
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2023-03-09 14:36:59 +08:00 |
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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.
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2023-03-09 14:36:58 +08:00 |
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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.
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2023-03-09 14:36:57 +08:00 |
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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.
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2023-03-09 14:36:56 +08:00 |
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140d3c6010
|
Added the get_balance_sheet_url utility to replace the common codes to retrieve the URL of an income statement.
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2023-03-09 14:36:55 +08:00 |
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a65dccac92
|
Added the get_journal_url utility to replace the common codes to retrieve the URL of an income statement.
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2023-03-09 14:36:55 +08:00 |
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740e1cfac1
|
Added the get_trial_balance_url utility to replace the common codes to retrieve the URL of an income statement.
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2023-03-09 14:36:54 +08:00 |
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b62f31d385
|
Added the get_income_statement_url utility to replace the common codes to retrieve the URL of an income statement.
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2023-03-09 14:36:54 +08:00 |
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1c740b9bbc
|
Added the get_income_expenses_url utility to replace the common codes to retrieve the URL of an income and expenses log.
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2023-03-09 14:36:53 +08:00 |
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380256eda7
|
Revised the imports in the reports.
|
2023-03-09 14:36:52 +08:00 |
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74b695c089
|
Added the get_ledger_url utility to replace the common codes to retrieve the URL of a ledger.
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2023-03-09 14:36:50 +08:00 |
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6d1e705e4b
|
Revised the documentation of the "accounting.report.reports.utils.csv_export" module.
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2023-03-09 14:36:49 +08:00 |
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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 |
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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.
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2023-03-09 14:36:48 +08:00 |
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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.
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2023-03-09 14:36:47 +08:00 |
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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.
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2023-03-09 14:36:46 +08:00 |
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4ce577d7d8
|
Removed the unused entry property from the ReportEntry model of the income and expenses log.
|
2023-03-09 14:36:45 +08:00 |
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a340fad109
|
Removed the unused entry and account properties from the ReportEntry model of the ledger.
|
2023-03-09 14:36:45 +08:00 |
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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.
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2023-03-09 14:36:44 +08:00 |
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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 |
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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 |
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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 |
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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 |
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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 |
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cb4258dd6d
|
Removed the unused "is_total" property from the ReportEntry class of the journal.
|
2023-03-09 14:36:40 +08:00 |
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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 |
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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 |
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21b3320e66
|
Revised the add-txn-material-fab.html template to simplify the code to include it.
|
2023-03-09 14:36:39 +08:00 |
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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 |
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f59378002e
|
Removed the list_transactions view that is not used now.
|
2023-03-09 14:36:38 +08:00 |
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531e90e8ad
|
Revised the imports in the "accounting.transaction.view" module.
|
2023-03-09 14:36:38 +08:00 |
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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 |
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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 |
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14d5d1e8d6
|
Renamed the action-buttons.html template to toolbar-buttons.html.
|
2023-03-09 14:36:35 +08:00 |
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|
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 |
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1f87bc00e8
|
Removed the excess "with_type" from the success redirection of the update_transaction view.
|
2023-03-09 14:36:33 +08:00 |
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ff9ff4bdcf
|
Removed the excess "with_type" from the success redirection of the delete_transaction view.
|
2023-03-09 14:36:33 +08:00 |
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|
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 |
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|
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 |
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|
|
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 |
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|
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 |
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|
4f7f87b10d
|
Removed an unused import from the "accounting.report.reports.utils" module.
|
2023-03-09 14:36:30 +08:00 |
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|
|
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 |
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|
|
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 |
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|
|
e448e009c9
|
Simplified the declaration of the "available_years" property in the PeriodChooser utility.
|
2023-03-09 14:36:29 +08:00 |
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|
b6802c51bb
|
Removed an excess blank line in the __get_since_desc method of the PeriodDescription utility.
|
2023-03-09 14:36:29 +08:00 |
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|
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 |
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|
|
0ef6409f75
|
Revised the documentation of the PeriodDescription utility.
|
2023-03-09 14:36:28 +08:00 |
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|
|
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 |
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|
|
b46cec6fab
|
Updated the translation.
|
2023-03-09 14:36:27 +08:00 |
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|
6c122666a0
|
Revised to simplify the PeriodDescription utility.
|
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.
|
2023-03-09 14:36:26 +08:00 |
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|
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 |
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|
|
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 |
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|
|
f438f97571
|
Revised the styles of the f-strings in the Period utility.
|
2023-03-09 14:36:24 +08:00 |
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|
|
9b273115a0
|
Removed the empty _set_properties method override from the YearPeriod period.
|
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.
|
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.
|
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.
|
2023-03-09 14:36:22 +08:00 |
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|
|
d74c62dbb7
|
Removed excess property documentation from the Journal and Search classes.
|
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.
|
2023-03-09 14:36:21 +08:00 |
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|
|
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 |
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|
7b10eb68bc
|
Revised the documentation of the EntryCollector class in the ledger and income and expenses log.
|
2023-03-09 14:36:20 +08:00 |
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|
f277010991
|
Renamed the TrialBalanceTotal class to Total, to be short and clear.
|
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.
|
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.
|
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.
|
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.
|
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.
|
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.
|
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.
|
2023-03-09 14:36:17 +08:00 |
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|
11ab4a4ba6
|
Revised the documentation of the CSV rows for the reports.
|
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.
|
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.
|
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.
|
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.
|
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.
|
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 |
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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.
|
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 |
|
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|
d5bd3b8383
|
Fixed an HTML error in the template of the trial balance.
|
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.
|
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 |
|
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|
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 |
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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 |
|
|
|
6e1d35eda4
|
Revised the report-chooser.html template to simplify the reports.
|
2023-03-09 14:36:03 +08:00 |
|
|
|
52b5151fe0
|
Added the currency-chooser.html template to simplify the templates of the report.
|
2023-03-09 14:36:02 +08:00 |
|
|
|
f9fc033de6
|
Removed the unused RECEIVABLE, PAYABLE, and BROUGHT_FORWARD constants and the unused receivable(), payable(), brought_forward(), and net_change() shortcut methods from the Account data model.
|
2023-03-09 14:36:02 +08:00 |
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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 |
|
|
|
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 |
|
|
|
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 |
|
|
|
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 |
|
|
|
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 |
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|
|
84d239e4b1
|
Added the income statement.
|
2023-03-09 06:37:19 +08:00 |
|
|
|
fcefc64117
|
Removed an excess closing </div> in the template of the trial balance.
|
2023-03-09 06:37:18 +08:00 |
|
|
|
81fbb380b4
|
Renamed the variable select_trial_balance to select_balances in the __query_balances method of the TrialBalance report.
|
2023-03-09 06:37:17 +08:00 |
|
|
|
d7ac8a3dcf
|
Fixed the documentation of the TrialBalanceRow class.
|
2023-03-09 06:37:17 +08:00 |
|
|
|
bcd3418e2c
|
Fixed the documentation in the constructor of the trail balance.
|
2023-03-09 06:37:16 +08:00 |
|
|
|
ef9e5cb5b3
|
Split the report parameters from the report class so that it works better with both CSV export and HTML templates.
|
2023-03-09 06:37:16 +08:00 |
|
|
|
e797cfeb8c
|
Simplified the logic to test the total row in the ledger and income and expenses.
|
2023-03-09 06:37:16 +08:00 |
|
|
|
22bae7f766
|
Replaced the <ul></ul> list with CSS "display: grid" for the trial balance, to allow using <a></a> as the table row.
|
2023-03-09 06:37:15 +08:00 |
|
|
|
aa669e9f53
|
Replaced tables with CSS "display: grid" for the journal, ledger, and income and expenses, to allow using <a></a> as the table row.
|
2023-03-09 06:37:14 +08:00 |
|
|
|
898a1af7b5
|
Revised the separation lines in the table headers and footers of the ledger tables.
|
2023-03-09 06:37:13 +08:00 |
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|
|
f762bcf48f
|
Replaced the duplicated "accounting-transaction-card" and "accounting-report-card" CSS classes with the "accounting-sheet" class, for simplicity.
|
2023-03-09 06:37:12 +08:00 |
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|
|
5d4effa360
|
Added the "debit" and "credit" properties to, and removed the "is_debit" property from the JournalRow row, to reduce the amount of logic in the template of the journal.
|
2023-03-09 06:37:11 +08:00 |
|
|
|
dd05478bf3
|
Simplified the syntax to retrieve query arguments in the templates, and reduced the amount of logic in the templates.
|
2023-03-09 06:37:11 +08:00 |
|
|
|
9450915404
|
Added the "default" filter to reduce the amount of logic in the templates, which differs from the Jinja2 "default" filter in that it looks for None instead of undefined values.
|
2023-03-09 06:37:10 +08:00 |
|
|
|
8d126e183f
|
Changed the date field of the transaction forms to set the default value in the view, but not the form, so that the default value is not set when it did not receive a value.
|
2023-03-09 06:37:10 +08:00 |
|
|
|
bfb08cf5fc
|
Changed the format_amount_input filter to accept None, and return an empty string if the value is None.
|
2023-03-09 06:37:09 +08:00 |
|
|
|
a7bcf4b5c1
|
Changed the format_amount template filter to return None when the value is None.
|
2023-03-09 06:37:08 +08:00 |
|
|
|
cd49ca44b1
|
Fixed to avoid getting the income and expenses with accounts that are not current assets and liabilities when switching from the ledger.
|
2023-03-09 06:37:07 +08:00 |
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|
|
734362396f
|
Adding the missing currency when constructing the report chooser in the trial balance.
|
2023-03-09 06:37:06 +08:00 |
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|
|
88147bea66
|
Revised the currency in the titles and options of the ledger, income and expenses, and trial balance.
|
2023-03-09 06:37:05 +08:00 |
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|
|
cca43c68a6
|
Added trial balance.
|
2023-03-09 06:37:05 +08:00 |
|
|
|
480e2d2d8f
|
Simplified the invocation of the super class constructor in the subclasses of Period.
|
2023-03-09 06:37:05 +08:00 |
|
|
|
be100ce7ec
|
Simplified the constructors of the period choosers.
|
2023-03-09 06:37:04 +08:00 |
|
|
|
eca91d32ed
|
Fixed the documentation of the IncomeExpensesPeriodChooser class.
|
2023-03-09 06:37:04 +08:00 |
|
|
|
1f95212494
|
Revised to use the title case in the CSV output of the journal and income and expenses.
|
2023-03-09 06:37:03 +08:00 |
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|
|
0173104c84
|
Revised the currency field in the CSV output of the journal.
|
2023-03-09 06:37:03 +08:00 |
|
|
|
6e33fa775d
|
Revised the __query_entries method of the IncomeExpenses report to be clear.
|
2023-03-09 06:37:02 +08:00 |
|
|
|
e244ff70e6
|
Simplified the SQL query in the currency_options and account_options pseudo properties in the Ledger report and the account_options pseudo property in the IncomeExpenses report.
|
2023-03-09 06:37:01 +08:00 |
|
|
|
ace782a26b
|
Replaced "sa.select" with "sa.Select" in the account_options pseudo property of the IncomeExpenses report.
|
2023-03-09 06:37:01 +08:00 |
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|
|
90289a0db2
|
Fixed the account options to list only the current assets and liabilities for the income and expenses.
|
2023-03-09 06:37:01 +08:00 |
|
|
|
7e7e1a2844
|
Revised so that the amounts won't wrap in the income and expenses.
|
2023-03-09 06:37:01 +08:00 |
|
|
|
ddd028736c
|
Revised the balance in the mobile view of the income and expenses.
|
2023-03-09 06:37:01 +08:00 |
|
|
|
e1d35a64da
|
Revised the account shown in the journal.
|
2023-03-09 06:37:01 +08:00 |
|
|
|
39807ef480
|
Added the income and expenses.
|
2023-03-09 06:37:00 +08:00 |
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|
|
39723b1299
|
Removed the lazy setting from the account relationship of the JournalEntry data model. It results in problems in the income and expense report.
|
2023-03-09 06:36:25 +08:00 |
|
|
|
8cd004bede
|
Revised the documentation of the ledger.
|
2023-03-05 18:16:43 +08:00 |
|
|
|
4f112dd386
|
Revised the documentation of the report row classes.
|
2023-03-05 18:14:32 +08:00 |
|
|
|
b806b1ed1f
|
Added note to the CSV output of ledgers.
|
2023-03-05 17:55:47 +08:00 |
|
|
|
1d0a79e33c
|
Changed the CSV field name to be title-cased.
|
2023-03-05 17:55:47 +08:00 |
|
|
|
d4a690ebbc
|
Removed the text of the action buttons of currency and account filters for the small screens, to fit in the screen.
|
2023-03-05 17:55:46 +08:00 |
|
|
|
68687897f3
|
Changed the icons for the reports and accounts to be more accessible.
|
2023-03-05 17:55:46 +08:00 |
|
|
|
a7250fd9bf
|
Replaced transactions with reports in the navigation menu.
|
2023-03-05 17:55:46 +08:00 |
|
|
|
eabe80b790
|
Added ledger.
|
2023-03-05 17:55:38 +08:00 |
|
|
|
fe77f87110
|
Fixed a regular expression in the _parse_period_spec function of the period utility.
|
2023-03-05 14:24:51 +08:00 |
|
|
|
32c27d7c07
|
Fixed an error finding the end of month in the __get_month_spec method of the Period utility.
|
2023-03-05 12:06:16 +08:00 |
|
|
|
14b871b57a
|
Fixed the format_amount filter to deal with negative numbers with decimals correctly.
|
2023-03-05 11:48:34 +08:00 |
|
|
|
9d5fce2752
|
Fixed the documentation of the Journal report.
|
2023-03-04 20:14:08 +08:00 |
|
|
|
d333151731
|
Revised the documentation of the __get_journal_list view.
|
2023-03-04 20:12:13 +08:00 |
|
|
|
b2e500a714
|
Fixed the documentation of the get_default_journal_list view.
|
2023-03-04 20:10:59 +08:00 |
|
|
|
b705795b44
|
Moved the ReportType enumeration from the "accounting.report.report_chooser" module to the new "accounting.report.report_type" module.
|
2023-03-04 19:56:07 +08:00 |
|
|
|
250f4ff1ae
|
Revised the imports in the "accounting.report.reports" module
|
2023-03-04 19:52:45 +08:00 |
|
|
|
6bed180790
|
Renamed the TransactionTypeEnum enum to TransactionType.
|
2023-03-04 19:39:13 +08:00 |
|
|
|
10fbc3f638
|
Renamed the "accounting.transaction.dispatcher" module to "accounting.transaction.operators".
|
2023-03-04 19:36:53 +08:00 |
|
|
|
f65dc6fc42
|
Renamed the TransactionType class to TransactionOperator.
|
2023-03-04 19:36:07 +08:00 |
|
|
|
9833bac6e4
|
Added the TransactionTypeEnum in the new "accounting.utils.txn_types" module to remove the dependency from the "accounting.report" module to the "accounting.transaction" module.
|
2023-03-04 19:32:36 +08:00 |
|
|
|
7d412b20d7
|
Moved the material floating action button template to add new transactions from the "accounting/transaction/include" directory to the "accounting/include" directory, and renamed it from add-new-material-fab.html to add-txn-material-fab.htm, as it will also be used in the reports, not only the transaction management.
|
2023-03-04 18:40:00 +08:00 |
|
|
|
9bfcd3c50c
|
Added the journal report as the first accounting report.
|
2023-03-04 18:31:33 +08:00 |
|
|
|
710c26d016
|
Fixed the documentation in the JavaScript SummeryHelper class.
|
2023-03-04 13:45:30 +08:00 |
|
|
|
24415018b7
|
Reordered the properties in the JavaScript SummeryHelper class.
|
2023-03-04 13:45:29 +08:00 |
|
|
|
c50b9a2000
|
Removed the unused tab and page classes from the templates of the summary editor.
|
2023-03-04 11:52:45 +08:00 |
|
|
|
af9bd14eed
|
Removed the unused tab ID from the template of the summary editor.
|
2023-03-04 11:52:45 +08:00 |
|
|
|
9e1ff16e96
|
Fixed the aria-labelledby in the template of the summary editor.
|
2023-03-04 11:52:45 +08:00 |
|
|
|
f7c1fd77f2
|
Added blank lines and documentation to the template of the summary editor.
|
2023-03-04 11:52:45 +08:00 |
|
|
|
641315537d
|
Replaced the traditional function expressions with ES6 arrow function expressions in the JavaScript for the transaction order, account order, currency form, and the speed dial for the material floating action buttons.
|
2023-03-04 11:52:45 +08:00 |
|
|
|
a895bd8560
|
Replaced the traditional function expressions with ES6 arrow function expressions in the JavaScript for the drop-and-drop reorder.
|
2023-03-04 11:52:44 +08:00 |
|
|
|
ca86a08f3e
|
Replaced the traditional function expressions with ES6 arrow function expressions in the JavaScript for the account form.
|
2023-03-04 11:52:44 +08:00 |
|
|
|
e118422441
|
Replaced the traditional function expressions with ES6 arrow function expressions in the JavaScript for the account selector.
|
2023-03-04 11:52:44 +08:00 |
|
|
|
b3777cffbf
|
Replaced the traditional function expressions with ES6 arrow function expressions in the JavaScript for the transaction form.
|
2023-03-04 11:52:44 +08:00 |
|
|
|
39c9c17007
|
Replaced the traditional function expressions with ES6 arrow function expressions in the JavaScript for the summary editor to avoid messing up with the "this" object.
|
2023-03-04 11:52:44 +08:00 |
|
|
|
3ab4eacf9f
|
Moved the "accounting.transaction.template_globals" module to "accounting.template_globals", for the two template globals will be used in the reports beside the transaction management.
|
2023-03-04 07:06:03 +08:00 |
|
|
|
cff3d1b6bd
|
Revised the code order in the init_app function in the "accounting" module.
|
2023-03-04 07:01:03 +08:00 |
|
|
|
f41db78831
|
Revised the summary helper so that when the summary is changed with the tag changed, the on-change callback is run to check the tag button status.
|
2023-03-04 07:01:03 +08:00 |
|
|
|
73f7d14e7b
|
Fixed so that the values of the input fields are trimmed before composing the summary when they are changed.
|
2023-03-04 07:01:03 +08:00 |
|
|
|
f6ed6b10a7
|
Revised the summary editor to allow the "*" start character as the multiplication operation in addition to the "×" times character.
|
2023-03-04 07:01:03 +08:00 |
|
|
|
b5aaee4d15
|
Renamed the "number" tab plane to "annotation".
|
2023-03-04 07:01:03 +08:00 |
|
|
|
c849d6b3d4
|
Revised the numer tab plane in the summary editor.
|
2023-03-04 07:01:03 +08:00 |
|
|
|
a9908a7df4
|
Simplified the regular expression in the populate method of the GeneralTagTab class in the summary editor.
|
2023-03-04 07:01:02 +08:00 |
|
|
|
063c769158
|
Renamed the variables in the summary editor.
|
2023-03-04 07:01:02 +08:00 |
|
|
|
f8e9871300
|
Fixed to trim the summary when it is changed in the summary editor.
|
2023-03-04 07:01:02 +08:00 |
|
|
|
78a62a9575
|
Added a "note" field to the summary editor.
|
2023-03-04 07:01:02 +08:00 |
|
|
|
85fde6219e
|
Fixed an HTML ID in the summary editor modal.
|
2023-03-04 07:01:02 +08:00 |
|
|
|
4eb9346d8d
|
Renamed summary helper to summary editor.
|
2023-03-04 07:00:46 +08:00 |
|
|
|
11966a52ba
|
Fixed a variable name in the #initializeAccountQuery method of the JavaScript AccountSelector class.
|
2023-03-04 06:57:35 +08:00 |
|
|
|
8cf81b5459
|
Revised the documentation of the "accounting.account.queries", "accounting.base_account.queries", "accounting.currency.queries", and "accounting.transaction.queries" modules.
|
2023-03-04 06:57:35 +08:00 |
|
|
|
cc958a39b3
|
Moved the format_amount and format_date template filters from the "accounting.transaction.template_filters" module to the "accounting.template_filters" module, and rename the filters from "accounting_txn_format_amount" and "accounting_txn_format_date" to "accounting_format_amount" and "accounting_format_date", respectively. They will not only be used in the transaction management, but also the reports.
|
2023-03-04 06:57:10 +08:00 |
|
|
|
9065686cc5
|
Split the "accounting.transaction.template" module into the "accounting.transaction.template_filters" and "accounting.transaction.template_globals" modules.
|
2023-03-03 18:28:59 +08:00 |
|
|
|
9a41cb10a1
|
Rewrote the summary helper, added the TabPlane classes so that the internal states of the summary helper is stored in the tab plane objects instead of passing the as parameters and variables.
|
2023-03-03 18:09:36 +08:00 |
|
|
|
6957e52d0d
|
Renamed the "accounting.account.query", "accounting.base_account.query", "accounting.currency.query", and "accounting.transaction.query" modules to "accounting.account.queries", "accounting.base_account.queries", "accounting.currency.queries", and "accounting.transaction.queries", respectively. There will be more than one query in the next report module.
|
2023-03-03 01:12:36 +08:00 |
|
|
|
b2bc993416
|
Replaced the #populate method with the #parseAndPopulate method that is used both when starting the summary helper and when the summary input is updated.
|
2023-03-01 01:45:38 +08:00 |
|
|
|
453b3f0da5
|
Renamed the #tagInputOnChange method to #onTagInputChange in the JavaScript summary helper.
|
2023-03-01 01:31:25 +08:00 |
|
|
|
63ae3f0746
|
Replace the is_in_use pseudo property of the Account data model with the AccountOption class, and revised the #getAccountCodeUsedInForm method of the SummaryHelper, to solve the issue that the list of used accounts should be different for debit and credit entries.
|
2023-03-01 01:28:25 +08:00 |
|
|
|
da4cc6489f
|
Removed the direction arrows from the tab navigation in the summary helper.
|
2023-03-01 00:59:40 +08:00 |
|
|
|
1102a3a4f3
|
Updated the translation.
|
2023-03-01 00:51:58 +08:00 |
|
|
|
14ed4ca354
|
Added the #initializeTagButtons and #tagInputOnChange methods to the JavaScript SummaryHelper to simplify the code.
|
2023-03-01 00:51:24 +08:00 |
|
|
|
535ff96ab3
|
Revised the JavaScript regular expressions used in the summary helper, as suggested by SonarQube for security.
|
2023-03-01 00:51:24 +08:00 |
|
|
|
57482f81fc
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Revised the transaction form to start a new journal entry with the journal entry form instead of the summary helper, because it feels strange when the user want to leave the summary empty.
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2023-03-01 00:51:24 +08:00 |
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a31ce3c400
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Replaced the function-based JavaScript account selector with the AccountSelector class that does things better.
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2023-03-01 00:51:11 +08:00 |
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319f0aed90
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Fixed a documentation in the JavaScript summary helper.
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2023-02-28 22:54:20 +08:00 |
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826dcf0f86
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Revised the documentation of the JavaScript for the summary helper.
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2023-02-28 22:47:04 +08:00 |
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731acdced0
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Revised the HTML in the summary helper template.
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2023-02-28 22:41:56 +08:00 |
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35b3bca1e6
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Renamed the variables for the button elements in the summary helper, to be clear.
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2023-02-28 22:37:46 +08:00 |
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3c413497ae
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Split the JavaScript for the account selector from transaction-form.js to account-selector.js, to modularize the complex JavaScript.
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2023-02-28 22:33:14 +08:00 |
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1b5e516413
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Renamed the HTML ID and class name prefix of the account selector modal, for consistency.
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2023-02-28 22:24:12 +08:00 |
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20cb5cecc4
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Renamed the accounting-selector-modal class to accounting-account-selector-modal in the account selector.
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2023-02-28 22:14:03 +08:00 |
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08dc24605d
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Replaced the forEach loops with the for-of loops in the JavaScript for the currency form, account form, and the drag-and-drop reorder library functions.
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2023-02-28 22:09:39 +08:00 |
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bb7e9e94ee
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Replaced the forEach loops with the for-of loops whenever appropriate in the JavaScript for the transaction form.
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2023-02-28 22:00:19 +08:00 |
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2680a1c872
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Merged debit-account-modal.html and credit-account-modal.html into account-selector-modal.html, because they are almost the same.
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2023-02-28 21:45:10 +08:00 |
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20a7ce591c
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Renamed the account_selector_modals block to form_modals in the transaction form templates.
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2023-02-28 21:37:08 +08:00 |
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474e844ed9
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Revised the loading of the summary helper so that only the required helpers are loaded, but not both the debit and credit helpers.
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2023-02-28 21:35:02 +08:00 |
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b34955f2fb
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Replaced the forEach loops with the for-of loops in the JavaScript summary helper. The for-of loops are more consistent with the other languages and the traditional for loops, and do not mess up with the "this" object.
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2023-02-28 20:20:36 +08:00 |
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2bd0f0f14d
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Fixed the target in the initShow method of the JavaScript summary helper.
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2023-02-28 19:13:08 +08:00 |
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8b77d9ff93
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Added the suggested accounts to the summary helper.
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2023-02-28 19:11:09 +08:00 |
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a9c7360020
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Renamed the variables in the #reset method of the JavaScript SummaryHelper class, for consistency.
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2023-02-28 17:14:02 +08:00 |
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d02c87602b
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Added validation to the summary helper.
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2023-02-28 16:38:50 +08:00 |
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9f966643b5
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Added ARIA labels to the different pages in the summary helper.
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2023-02-28 16:38:19 +08:00 |
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5746e2a3d6
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Added a missing amount filter to the debit entries of the transaction form.
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2023-02-28 15:52:30 +08:00 |
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d5c2231794
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Added the summary helper for the transaction form.
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2023-02-28 15:49:01 +08:00 |
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fc8e257a10
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Added missing documentation to the currencies_errors pseudo property of the TransactionForm form.
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2023-02-28 09:36:20 +08:00 |
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2e9bf382fb
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Revised the documentation of the "accounting.transaction.dispatcher" module.
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2023-02-28 09:31:46 +08:00 |
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274a38a588
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Fixed a localization error in the transaction detail.
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2023-02-28 00:16:12 +08:00 |
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fff89a9957
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Replaced the direct database add with the relationship append in the JournalEntryCollector class, to fix the PostgreSQL error that the new journal entries are added when the transaction is not added yet.
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2023-02-28 00:04:32 +08:00 |
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5613657c8f
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Fixed the JavaScript filterAccountOptions function in the transaction form so that the accounting list is not hidden when there is no account in use.
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2023-02-27 23:00:49 +08:00 |
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26bb16dd40
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Revised the translation.
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2023-02-27 18:59:50 +08:00 |
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f0d39bb27b
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Added the action button to convert a cash income or cash expense transaction to a transfer transaction.
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2023-02-27 18:59:42 +08:00 |
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4c17310ebf
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Fixed an error to recognize the current transaction type in the supplied URI in the with_type filter in the "accounting.transaction.template" module.
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2023-02-27 18:47:19 +08:00 |
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fd36672877
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Revised the imports in the "accounting.transaction.views" module.
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2023-02-27 18:44:33 +08:00 |
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d67c57056b
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Added the accounting_txn_format_amount_input template filter to properly format the decimal amount for the number input fields.
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2023-02-27 18:40:54 +08:00 |
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59c55ef574
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Fixed the amount display in the template of the journal entry sub-form.
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2023-02-27 18:34:02 +08:00 |
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384bb2c46d
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Added the dummy commented <ul>...</ul> to the navigation menu and the journal entry sub-form templates, for SonarQube not to complain about incorrect HTML.
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2023-02-27 17:20:43 +08:00 |
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cb622f4bad
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Added the __get_detail_uri function to the "accounting.currency.views" module, for simplicity.
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2023-02-27 16:31:41 +08:00 |
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515d39e61c
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Added the __get_detail_uri and __get_list_uri functions to the "accounting.account.views" module, for simplicity.
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2023-02-27 16:29:56 +08:00 |
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0f6c23e1f3
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Replaced the regular expression replace with trimEnd() in the validateNote validator in the JavaScript for the transaction form.
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2023-02-27 16:03:25 +08:00 |
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685213cdbb
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Revised the translation.
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2023-02-27 15:29:37 +08:00 |
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05fde3a742
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Added the transaction management.
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2023-02-27 15:28:45 +08:00 |
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9383f5484f
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Revised aria-label in the templates, added necessary aria labels, removed excess aria labels, and added localization.
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2023-02-27 12:54:41 +08:00 |
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88314e1e45
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Revised the regular expression in the find_by_code method of the Account data model.
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2023-02-27 12:54:38 +08:00 |
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83b5761bca
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Replaced the for loop with the for-of loop in the search-as-you-type JavaScript of the account form.
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2023-02-27 10:30:21 +08:00 |
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6d02f8033d
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Revised the font awesome icon of the accounting application in the navigation menu.
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2023-02-27 10:18:29 +08:00 |
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2c367703e4
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Removed a debug logging in the JavaScript for the account form.
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2023-02-27 10:18:29 +08:00 |
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284b5be128
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Fixed the typo "model" to "modal" in the templates.
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2023-02-27 10:18:10 +08:00 |
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a672a13789
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Revised the strip_text filter to return None when the text is empty.
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2023-02-26 08:00:58 +08:00 |
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9af9afd14d
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Added the height for the textarea with floating labels.
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2023-02-26 07:59:25 +08:00 |
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d98e9f8f05
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Added the accounting-dragged class to replace the list-group-item-dark class when reordering with drag-and-drop, because the dragged list may not be a list group.
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2023-02-26 07:54:23 +08:00 |
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652bddc07a
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Fixed an error in the onDragOver function in drag-and-drop-reorder.js that sometimes the dragged object may be null.
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2023-02-26 07:54:20 +08:00 |
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4cfe7c7c59
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Added the flash_all_errors utility in the "accounting.utils.flash_errors" module to recursively flush all form errors in the sub-forms.
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2023-02-25 12:27:55 +08:00 |
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b0b30a8ae6
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Fixed the broken action button group in the account list and currency list, by adding a separated action button group for the mobile screens.
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2023-02-25 10:37:28 +08:00 |
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2e3633b205
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Revised to sort the accounts in the same base before saving an account to a new base, and added the test_change_base_code test to the AccountTestCase test case for this.
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2023-02-25 09:44:17 +08:00 |
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d68aa91c33
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Removed the redundant post_update methods from the AccountForm and CurrencyForm forms.
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2023-02-24 17:18:55 +08:00 |
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3f63fb0bda
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Fixed a type hint in the populate_obj method of the AccountForm form.
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2023-02-24 00:18:55 +08:00 |
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d5af5de3c1
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Renamed offset to pay-off, to be clear.
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2023-02-23 11:32:55 +08:00 |
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a4c89f1494
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Added the type hint and the documentation for the obj parameter of the post_update method of the AccountForm and CurrencyForm forms.
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2023-02-20 16:08:49 +08:00 |
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a73e3204b9
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Renamed the "accounting.utils.next_url" module to "accounting.utils.next_uri".
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2023-02-20 16:08:32 +08:00 |
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