 imacat
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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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imacat
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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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imacat
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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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imacat
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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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imacat
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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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imacat
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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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imacat
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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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imacat
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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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imacat
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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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imacat
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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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imacat
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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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imacat
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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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imacat
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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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imacat
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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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imacat
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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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imacat
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a1627b7fbf
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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.
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2023-03-09 14:36:14 +08:00 |
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imacat
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7c3b8c8f44
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Revised to store the newly-constructed period chooser and month chooser in variables to prevent SonarQube from complaining.
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2023-03-09 14:36:13 +08:00 |
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imacat
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b19f4fa939
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Added "use strict"; to all the JavaScript files.
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2023-03-09 14:36:13 +08:00 |
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imacat
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41c3e06ce4
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Removed the period chooser JavaScript from the search result page.
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2023-03-09 14:36:12 +08:00 |
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imacat
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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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imacat
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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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imacat
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005f9083aa
|
Revised the constructor of the IncomeExpensesAccount pseudo account.
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2023-03-09 14:36:10 +08:00 |
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imacat
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12dbae56c4
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Revised the f-strings in the "accounting.models" module.
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2023-03-09 14:36:10 +08:00 |
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imacat
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a98723c57b
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Removed an unused import from the "accounting.utils.pagination" module.
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2023-03-09 14:36:10 +08:00 |
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imacat
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d5bd3b8383
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Fixed an HTML error in the template of the trial balance.
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2023-03-09 14:36:09 +08:00 |
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imacat
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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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imacat
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b0a4a735f3
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Added the is_a_month property to the Period utility.
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2023-03-09 14:36:08 +08:00 |
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imacat
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41770e38b8
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Updated the translation.
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2023-03-09 14:36:08 +08:00 |
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imacat
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d8a6614543
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Fixed the text for the account used in the titles of the ledger and the income and expenses log.
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2023-03-09 14:36:07 +08:00 |
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imacat
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8d76b5130e
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Fixed the localization function used in the titles of the reports.
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2023-03-09 14:36:07 +08:00 |
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imacat
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43fc4b9b8d
|
Renamed "total revenue" to "total operating revenue".
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2023-03-09 14:36:07 +08:00 |
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imacat
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3ed8d7f1d2
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Removed the now-unused table-row-link.js. It is replaced by the grid display.
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2023-03-09 14:36:06 +08:00 |
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imacat
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ea7c194d7e
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Revised the period-chooser.html template to simplify the code to include it.
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2023-03-09 14:36:06 +08:00 |
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imacat
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041a905fc0
|
Added font-awesome icons to the report chooser.
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2023-03-09 14:36:05 +08:00 |
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imacat
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10d1be8bd1
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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.
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2023-03-09 14:36:03 +08:00 |
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imacat
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6e1d35eda4
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Revised the report-chooser.html template to simplify the reports.
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2023-03-09 14:36:03 +08:00 |
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imacat
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52b5151fe0
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Added the currency-chooser.html template to simplify the templates of the report.
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2023-03-09 14:36:02 +08:00 |
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imacat
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f9fc033de6
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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.
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2023-03-09 14:36:02 +08:00 |
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imacat
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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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imacat
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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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imacat
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47e8944f06
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Changed the constants of the common account codes in the Account data model from private to public.
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2023-03-09 14:36:00 +08:00 |
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imacat
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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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imacat
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b8b51b34d3
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Added the income-expenses-row-desktop.html and ledger-row-desktop.html templates to simplify templates of the income and expenses log and ledger.
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2023-03-09 14:36:00 +08:00 |
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imacat
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d083036719
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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.
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2023-03-09 14:35:59 +08:00 |
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imacat
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7fe81c710b
|
Added the balance-sheet-section.html template to simplify the template of balance sheet.
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2023-03-09 14:35:59 +08:00 |
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imacat
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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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imacat
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fe01d5418d
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Fixed to limit the width of the search box in the currency list, base account list, account list, and transaction list.
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2023-03-09 06:37:31 +08:00 |
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imacat
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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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imacat
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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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imacat
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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.
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2023-03-09 06:37:27 +08:00 |
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imacat
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3814f0cb18
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Added the missing accounting_format_amount filter to the total of the ledger.
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2023-03-09 06:37:27 +08:00 |
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imacat
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24315b8203
|
Fixed the styles of the negative numbers in the reports with red and braced absolute values.
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2023-03-09 06:37:26 +08:00 |
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imacat
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3c200d0dc6
|
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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imacat
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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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imacat
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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.
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2023-03-09 06:37:25 +08:00 |
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imacat
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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.
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2023-03-09 06:37:23 +08:00 |
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imacat
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436a4c367f
|
Added the balance sheet.
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2023-03-09 06:37:22 +08:00 |
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imacat
|
1813ce0cfa
|
Removed the unused and empty __get_category method from the IncomeStatement report.
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2023-03-09 06:37:22 +08:00 |
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imacat
|
7683347997
|
Removed a non-existing parameter from the documentation of the constructor of the IncomeStatementParams class.
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2023-03-09 06:37:22 +08:00 |
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imacat
|
46ffc7a73d
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Changed the display style of the rows in the income statement from grid to flex, to simplify the layout.
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2023-03-09 06:37:21 +08:00 |
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imacat
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e0a807d625
|
Fixed the style of the indent and total line of the income statement.
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2023-03-09 06:37:20 +08:00 |
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imacat
|
dffcf6d2ce
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Removed the unused is_account pseudo property in the IncomeStatementRow row.
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2023-03-09 06:37:19 +08:00 |
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imacat
|
84d239e4b1
|
Added the income statement.
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2023-03-09 06:37:19 +08:00 |
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imacat
|
fcefc64117
|
Removed an excess closing </div> in the template of the trial balance.
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2023-03-09 06:37:18 +08:00 |
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imacat
|
81fbb380b4
|
Renamed the variable select_trial_balance to select_balances in the __query_balances method of the TrialBalance report.
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2023-03-09 06:37:17 +08:00 |
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imacat
|
d7ac8a3dcf
|
Fixed the documentation of the TrialBalanceRow class.
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2023-03-09 06:37:17 +08:00 |
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imacat
|
bcd3418e2c
|
Fixed the documentation in the constructor of the trail balance.
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2023-03-09 06:37:16 +08:00 |
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imacat
|
ef9e5cb5b3
|
Split the report parameters from the report class so that it works better with both CSV export and HTML templates.
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2023-03-09 06:37:16 +08:00 |
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imacat
|
e797cfeb8c
|
Simplified the logic to test the total row in the ledger and income and expenses.
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2023-03-09 06:37:16 +08:00 |
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imacat
|
22bae7f766
|
Replaced the <ul></ul> list with CSS "display: grid" for the trial balance, to allow using <a></a> as the table row.
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2023-03-09 06:37:15 +08:00 |
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imacat
|
aa669e9f53
|
Replaced tables with CSS "display: grid" for the journal, ledger, and income and expenses, to allow using <a></a> as the table row.
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2023-03-09 06:37:14 +08:00 |
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imacat
|
898a1af7b5
|
Revised the separation lines in the table headers and footers of the ledger tables.
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2023-03-09 06:37:13 +08:00 |
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imacat
|
f762bcf48f
|
Replaced the duplicated "accounting-transaction-card" and "accounting-report-card" CSS classes with the "accounting-sheet" class, for simplicity.
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2023-03-09 06:37:12 +08:00 |
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imacat
|
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.
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2023-03-09 06:37:11 +08:00 |
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imacat
|
dd05478bf3
|
Simplified the syntax to retrieve query arguments in the templates, and reduced the amount of logic in the templates.
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2023-03-09 06:37:11 +08:00 |
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imacat
|
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.
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2023-03-09 06:37:10 +08:00 |
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imacat
|
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.
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2023-03-09 06:37:10 +08:00 |
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imacat
|
bfb08cf5fc
|
Changed the format_amount_input filter to accept None, and return an empty string if the value is None.
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2023-03-09 06:37:09 +08:00 |
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imacat
|
a7bcf4b5c1
|
Changed the format_amount template filter to return None when the value is None.
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2023-03-09 06:37:08 +08:00 |
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imacat
|
cd49ca44b1
|
Fixed to avoid getting the income and expenses with accounts that are not current assets and liabilities when switching from the ledger.
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2023-03-09 06:37:07 +08:00 |
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|
imacat
|
734362396f
|
Adding the missing currency when constructing the report chooser in the trial balance.
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2023-03-09 06:37:06 +08:00 |
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imacat
|
88147bea66
|
Revised the currency in the titles and options of the ledger, income and expenses, and trial balance.
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2023-03-09 06:37:05 +08:00 |
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|
imacat
|
cca43c68a6
|
Added trial balance.
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2023-03-09 06:37:05 +08:00 |
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|
imacat
|
480e2d2d8f
|
Simplified the invocation of the super class constructor in the subclasses of Period.
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2023-03-09 06:37:05 +08:00 |
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|
imacat
|
be100ce7ec
|
Simplified the constructors of the period choosers.
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2023-03-09 06:37:04 +08:00 |
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|
imacat
|
eca91d32ed
|
Fixed the documentation of the IncomeExpensesPeriodChooser class.
|
2023-03-09 06:37:04 +08:00 |
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imacat
|
1f95212494
|
Revised to use the title case in the CSV output of the journal and income and expenses.
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2023-03-09 06:37:03 +08:00 |
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|
imacat
|
0173104c84
|
Revised the currency field in the CSV output of the journal.
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2023-03-09 06:37:03 +08:00 |
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|
imacat
|
6e33fa775d
|
Revised the __query_entries method of the IncomeExpenses report to be clear.
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2023-03-09 06:37:02 +08:00 |
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imacat
|
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.
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2023-03-09 06:37:01 +08:00 |
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imacat
|
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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imacat
|
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 |
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|
imacat
|
7e7e1a2844
|
Revised so that the amounts won't wrap in the income and expenses.
|
2023-03-09 06:37:01 +08:00 |
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|
imacat
|
ddd028736c
|
Revised the balance in the mobile view of the income and expenses.
|
2023-03-09 06:37:01 +08:00 |
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|
imacat
|
e1d35a64da
|
Revised the account shown in the journal.
|
2023-03-09 06:37:01 +08:00 |
|
|
imacat
|
39807ef480
|
Added the income and expenses.
|
2023-03-09 06:37:00 +08:00 |
|
|
imacat
|
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 |
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|
imacat
|
8cd004bede
|
Revised the documentation of the ledger.
|
2023-03-05 18:16:43 +08:00 |
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|
imacat
|
4f112dd386
|
Revised the documentation of the report row classes.
|
2023-03-05 18:14:32 +08:00 |
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|
imacat
|
b806b1ed1f
|
Added note to the CSV output of ledgers.
|
2023-03-05 17:55:47 +08:00 |
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