183 Commits

Author	SHA1	Message	Date
imacat	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
imacat	6c122666a0	Revised to simplify the PeriodDescription utility.	2023-03-09 14:36:27 +08:00
imacat	7ddc9ececf	Added the __format_day method to the PeriodDescription utility to simplify the code.	2023-03-09 14:36:26 +08:00
imacat	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
imacat	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
imacat	f438f97571	Revised the styles of the f-strings in the Period utility.	2023-03-09 14:36:24 +08:00
imacat	9b273115a0	Removed the empty _set_properties method override from the YearPeriod period.	2023-03-09 14:36:24 +08:00
imacat	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
imacat	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
imacat	d74c62dbb7	Removed excess property documentation from the Journal and Search classes.	2023-03-09 14:36:22 +08:00
imacat	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
imacat	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
imacat	7b10eb68bc	Revised the documentation of the EntryCollector class in the ledger and income and expenses log.	2023-03-09 14:36:20 +08:00
imacat	f277010991	Renamed the TrialBalanceTotal class to Total, to be short and clear.	2023-03-09 14:36:19 +08:00
imacat	729a7fd107	Renamed the TrialBalanceAccount, IncomeStatementAccount, and BalanceSheetAccount classes to ReportAccount, to be short and clear.	2023-03-09 14:36:19 +08:00
imacat	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
imacat	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
imacat	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
imacat	fb06e9db44	Shortened the names of the BalanceSheetSubsection and BalanceSheetSubsection classes to Section and Subsection, respectively.	2023-03-09 14:36:17 +08:00
imacat	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
imacat	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
imacat	11ab4a4ba6	Revised the documentation of the CSV rows for the reports.	2023-03-09 14:36:16 +08:00
imacat	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
imacat	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
imacat	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
imacat	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
imacat	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
imacat	196a115c99	Revised the coding style in the __get_transaction_condition method of the Search report.	2023-03-09 14:36:11 +08:00
imacat	005f9083aa	Revised the constructor of the IncomeExpensesAccount pseudo account.	2023-03-09 14:36:10 +08:00
imacat	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
imacat	b0a4a735f3	Added the is_a_month property to the Period utility.	2023-03-09 14:36:08 +08:00
imacat	43fc4b9b8d	Renamed "total revenue" to "total operating revenue".	2023-03-09 14:36:07 +08:00
imacat	041a905fc0	Added font-awesome icons to the report chooser.	2023-03-09 14:36:05 +08:00
imacat	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
imacat	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
imacat	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
imacat	9993f65627	Added the search to the accounting data.	2023-03-09 06:37:31 +08:00
imacat	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
imacat	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
imacat	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
imacat	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
imacat	3c200d0dc6	Fixed the sign of the amount in income statement.	2023-03-09 06:37:26 +08:00
imacat	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
imacat	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
imacat	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
imacat	436a4c367f	Added the balance sheet.	2023-03-09 06:37:22 +08:00
imacat	1813ce0cfa	Removed the unused and empty __get_category method from the IncomeStatement report.	2023-03-09 06:37:22 +08:00
imacat	7683347997	Removed a non-existing parameter from the documentation of the constructor of the IncomeStatementParams class.	2023-03-09 06:37:22 +08:00
imacat	dffcf6d2ce	Removed the unused is_account pseudo property in the IncomeStatementRow row.	2023-03-09 06:37:19 +08:00
imacat	84d239e4b1	Added the income statement.	2023-03-09 06:37:19 +08:00