Commit Graph

962 Commits

Author SHA1 Message Date
e0a807d625 Fixed the style of the indent and total line of the income statement. 2023-03-09 06:37:20 +08:00
dffcf6d2ce Removed the unused is_account pseudo property in the IncomeStatementRow row. 2023-03-09 06:37:19 +08:00
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
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
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
734362396f Adding the missing currency when constructing the report chooser in the trial balance. 2023-03-09 06:37:06 +08:00
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
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
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
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
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