b718d19450
Resolved an issue where, in cases where there was no existing localized title and the default title was submitted, the submitted account title or currency name would be erroneously saved as the localized title.
2023-04-30 15:03:58 +08:00
693f07a49c
Removed the "timestamp" and
...
"user_pk" type aliases for the columns in the data models. They do not work with the current version of Flask-SQLAlchemy when creating Sphinx documentation.
2023-04-30 05:51:31 +08:00
9ae8d587d8
Removed the unused "random_pk" annotated type alias.
2023-04-29 04:16:11 +08:00
158058dcfb
Updated the documentation of the created_at, created_by, updated_at, updated_by, and visited_at columns of the data models, for consistency.
2023-04-28 21:53:11 +08:00
cda9e4e3c6
Replaced importing the "typing" module as "t" with importing the individual names in the "typing" module. Since Python 3.9 introduced type hinting generics in standard collections, we do not have as many names to import now. This is also to be consistent with the practices of most major and standard packages and examples.
2023-04-26 18:22:45 +08:00
25bfcf4aa4
Fixed the documentation of the balance pseudo property of the JournalEntryLineItem data model.
2023-04-26 13:40:48 +08:00
5956d2cd4c
Renamed the "match" parameter to "value" in the setter of the "match" pseudo property of the JournalEntryLineItem data model, for consistency.
2023-04-26 13:40:48 +08:00
833285d924
Renamed the "is_offset" parameter to "value" in the setter of the "is_offset" pseudo property of the JournalEntryLineItem data model, for consistency.
2023-04-26 13:40:43 +08:00
dee4f5e83f
Renamed the "balance" parameter to "value" in the setter of the "balance" pseudo property of the JournalEntryLineItem data model, for consistency.
2023-04-26 13:40:37 +08:00
f0d1cae32d
Renamed the "net_balance" parameter to "value" in the setter of the "net_balance" pseudo property of the JournalEntryLineItem data model, for consistency.
2023-04-26 13:40:25 +08:00
5dc71697b3
Renamed the "credit" parameter to "value" in the setter of the "credit" pseudo property of the JournalEntryLineItem data model, for consistency.
2023-04-26 13:40:20 +08:00
1bb1e03c08
Renamed the "debit" parameter to "value" in the setter of the "debit" pseudo property of the JournalEntryLineItem data model, for consistency.
2023-04-26 13:40:09 +08:00
914ff92e0f
Renamed the "count" parameter to "value" in the setter of the "count" pseudo property of the Account data model, for consistency.
2023-04-26 13:39:56 +08:00
e083b11394
Removed the random_pk type alias, because autoincrement=False does not seem to work with it.
2023-04-24 23:29:58 +08:00
167990fc4c
Renamed the random_id type alias to random_pk.
2023-04-24 20:22:33 +08:00
ded85d88f7
Added the timestamp, user_pk, and random_id type aliases to simplify the column definition of the data models.
2023-04-24 03:37:33 +08:00
3f7e4c0dda
Rewrote the data model declaration with the mapped type hint and the mapped columns in SQLAlchemy 2.0. Added "SQLAlchemy >= 2" to the dependencies.
2023-04-23 13:21:54 +08:00
928dea8312
Added the account information to the original line item selector of the journal entry form.
2023-04-18 08:15:33 +08:00
e2f854b5cc
Changed the unmatched offsets from a module to a report, and to show both the unapplied original line items and the unmatched offsets instead of only the unmatched offsets, and added the accumulated balance, in order for ease of use. Removed the match information from the unapplied original line item report. Added the currency and period filters to both the unapplied original line item report and unmatched offset reports.
2023-04-18 01:12:04 +08:00
428018e4a9
Added the match pseudo property to the JournalEntryLineItem data model.
2023-04-08 18:12:57 +08:00
a8f318b0bb
Reordered the methods in the JournalEntryLineItem data model.
2023-04-08 18:12:57 +08:00
e5cc2b5a2f
Added the "count" pseudo property to the Account data model.
2023-04-08 18:12:55 +08:00
04ec51afbe
Changed the "offsets" relationship to a pseudo property, to apply the correct but complex ordering rules.
2023-04-07 16:04:54 +08:00
4c2dcc5070
Renamed the project from "Mia! Accounting Flask" to "Mia! Accounting".
2023-04-04 18:26:54 +08:00
3431922f12
Removed an unused import from the "accounting.models" module.
2023-03-26 01:06:19 +08:00
93ba086548
Simplified the code in the query_values pseudo property of the JournalEntryLineItem data model.
2023-03-24 09:15:29 +08:00
5c4f6017b8
Removed the redundant partial time in the query_values pseudo property of the JournalEntryLineItem data model. They are redundant since it is always partial match now.
2023-03-24 09:13:26 +08:00
c8504bcbf5
Revised the #isQueryMatched method to match the current net balance instead of the net balance but the current form in the JavaScript OriginalLineItem class.
2023-03-24 07:47:41 +08:00
c865141583
Revised the #isQueryMatched method to always does partial match in the JavaScript OriginalLineItem class. Removed the full match from the query values. It is really wierd to type in the half with no match until you type the full term. It may create misunderstanding that there is no further match if you keep typing.
2023-03-24 07:38:17 +08:00
68c810d492
Renamed the debit and credit methods in the Account data model to selectable_debit and selectable_credit, to be clear.
2023-03-22 20:21:52 +08:00
10170d613d
Fixed the debit and credit methods of the Account data model, removing the payable accounts that need offset from the debit accounts, and the receivable accounts that need offset from the credit accounts. They should not be selectable.
2023-03-22 19:54:27 +08:00
761d5a5824
Added the option management, and moved the configuration of the default currency, the default account for the income and expenses log, and the recurring expenses and incomes to the options.
2023-03-22 15:34:28 +08:00
863d7a9368
Simplified the "can_delete" pseudo property of the JournalEntry data model. SQLAlchemy caches the query result. There is no need to cache the result again.
2023-03-22 01:02:09 +08:00
bbf3ee3320
Added the limitation so that the default currency and the currencies in use cannot be deleted.
2023-03-22 00:37:39 +08:00
d0d2d77a2e
Added the limitation so that essential accounts, like cash, and the accounts in use, cannot be deleted.
2023-03-22 00:37:26 +08:00
da92a0b42c
Replaced the BABEL_DEFAULT_LOCALE configuration variable with the default_locale from the Flask-Babel instance, to get rid of the dependency to the specific configuration variable.
2023-03-21 22:34:44 +08:00
e377eac407
Fixed the capitalization of the currencies, base accounts, and accounts.
2023-03-20 23:54:49 +08:00
079dc1ab6d
Renamed the "eid" field to "id" in the LineItemForm form, since the problem is found. It was the "id" property of the enclosing FormField. If we extract the form from FormField, we can still access the "id" field.
2023-03-20 23:06:57 +08:00
b1af1d7425
Renamed "voucher" to "journal entry".
2023-03-20 22:33:14 +08:00
8f909965a9
Renamed "voucher line item" to "journal entry line item".
2023-03-20 20:52:35 +08:00
d18dd7d4d2
Renamed "summary" to "description" in the voucher line item.
2023-03-20 18:45:50 +08:00
c1235608d8
Renamed "journal entry" to "voucher line item", and "entry type" to "side".
2023-03-19 22:09:40 +08:00
5db13393cc
Renamed "transaction" to "voucher", "cash expense transaction" to "cash disbursement voucher", and "cash income transaction" to "cash receipt voucher".
2023-03-19 13:56:46 +08:00
5571c0d01f
Renamed all the is_XXX_needed properties to is_need_XXX. For example, especially the is_offset_needed property to is_need_offset, to be clear and understandable.
2023-03-18 22:52:29 +08:00
5f7fc0b8e8
Added the is_real pseudo property to the Account data model, and changed the is_nominal pseudo property to be the opposite of the is_real pseudo property.
2023-03-18 22:11:45 +08:00
cabe02f7d0
Added the is_nominal pseudo property to the Account data model.
2023-03-18 22:11:45 +08:00
c869bccc04
Reordered the methods of the Account data model.
2023-03-18 22:11:44 +08:00
34f63c1cdf
Renamed the "isOriginalEntry", "is-original-entry", "is_original_entry", and "isOriginalEntry()" methods and properties of journal entries to "isNeedOffset", "is-need-offset", "is_need_offset", and "isNeedOffset()", to be clear and understandable.
2023-03-18 22:11:44 +08:00
d88b3ac770
Added to track the net balance and offset of the original entries.
2023-03-17 22:32:01 +08:00
74b81d3e23
Renamed the offset_original_id column to original_entry_id, and the offset_original relationship to original_entry in the JournalEntry data model.
2023-03-11 16:34:30 +08:00
