Commit Graph

55 Commits

Author SHA1 Message Date
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
c26c4686c5 Renamed the "original_id" column to "offset_original_id", and the "original" and "offset" relationships to "offset_original" and "offsets", respectively, in the JournalEntry data model. 2023-03-10 08:25:38 +08:00
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". 2023-03-09 17:16:05 +08:00
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. 2023-03-09 14:36:44 +08:00
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
58d1add810 Added type hints to the CASH_CODE, ACCUMULATED_CHANGE_CODE, and NET_CHANGE_CODE constants. 2023-03-09 14:36:23 +08:00
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
12dbae56c4 Revised the f-strings in the "accounting.models" module. 2023-03-09 14:36:10 +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
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
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
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
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
05fde3a742 Added the transaction management. 2023-02-27 15:28:45 +08:00
88314e1e45 Revised the regular expression in the find_by_code method of the Account data model. 2023-02-27 12:54:38 +08:00
d5af5de3c1 Renamed offset to pay-off, to be clear. 2023-02-23 11:32:55 +08:00
d99f592cff Merged the "accounting.database" module into the "accounting" module. It has only one member as "db", the database instance, and does not need to be separated into another file. 2023-02-08 11:13:09 +08:00
4b5b348270 Implemented the incremental search (search-as-you-type) in the base account selector of the account form. 2023-02-07 20:27:25 +08:00
16e2a146db Fixed the documentation in the Account data model. 2023-02-07 11:30:25 +08:00
5cf3cb1e11 Added the "is_modified" pseudo property to the Account data model, and applied it to the update_account view, to count the localized titles for modification. 2023-02-07 11:14:15 +08:00
2f8c6f6981 Removed the redundant unique constraint from the AccountL10n and CurrencyL10n data models. 2023-02-07 00:24:36 +08:00
cdd010427b Added documentation to the columns of the AccountL10n data model. 2023-02-07 00:23:45 +08:00
570c84c196 Added the currency management. 2023-02-07 00:13:33 +08:00
6bf18be455 Revised the coding style in the title setter of the Account data model. 2023-02-06 11:42:22 +08:00
d648538fbb Added onupdate="CASCADE" to the foreign keys. 2023-02-03 17:14:32 +08:00