36 Commits

Author	SHA1	Message	Date
依瑪貓	b1af1d7425	Renamed "voucher" to "journal entry".	2023-03-20 22:33:14 +08:00
依瑪貓	8f909965a9	Renamed "voucher line item" to "journal entry line item".	2023-03-20 20:52:35 +08:00
依瑪貓	d18dd7d4d2	Renamed "summary" to "description" in the voucher line item.	2023-03-20 18:45:50 +08:00
依瑪貓	c1235608d8	Renamed "journal entry" to "voucher line item", and "entry type" to "side".	2023-03-19 22:09:40 +08:00
依瑪貓	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
依瑪貓	8c10f1e96a	Revised the ledger not to show the accumulated balance of the nominal accounts. The accumulated balance does not make sense for nominal accounts.	2023-03-18 22:11:45 +08:00
依瑪貓	700c179774	Applied the is_nominal pseudo property to the __get_brought_forward_entry method of the EntryCollector of the ledger.	2023-03-18 22:11:45 +08:00
依瑪貓	61c111db69	Revised the journal, the ledger, the income and expenses log, and the search result to show the last page first as the default upon pagination.	2023-03-18 22:11:44 +08:00
imacat	08d1e60238	Fixed the journal, the ledger, the income ane expenses log, and the search result to respect the transaction number before the debit/credit and the journal entry nuber.	2023-03-17 22:39:29 +08:00
依瑪貓	e9d8a8fcd8	Added the "accounting.utils.cast" module to cast the things to the expected type in order to supress the warnings from PyCharm.	2023-03-15 01:09:59 +08:00
依瑪貓	1850f9787e	Moved the period and period chooser to the "accounting.report.period" module.	2023-03-09 18:30:41 +08:00
依瑪貓	c6d55fad1c	Renamed the "accounting.report.utils.period_choosers" module to "accounting.report.utils.period_chooser", because there is only period chooser now.	2023-03-09 18:14:20 +08:00
依瑪貓	0c647d8f21	Moved the "accounting.reports.period" and "accounting.reports.income_expense_account" utility modules into the "accounting.reports.utils" module.	2023-03-09 18:13:18 +08:00
依瑪貓	5d1f87582e	Moved the "accounting.report.reports.utils" module to "accounting.report.utils". It does not make sense to have a wierd and long module name just to make the import pretty.	2023-03-09 18:09:08 +08:00
依瑪貓	1fd50e23d9	Changed the PeriodChooser utility from abstract to real, and replaced the various trivial subclasses with the get_url callable as the parameter.	2023-03-09 17:43:21 +08:00
依瑪貓	e7f1ca332e	Revised the imports in the modules of ledger, income and expenses log, trial balance, and income statement.	2023-03-09 17:32:22 +08:00
依瑪貓	e6b1136a14	Fixed so that the brought-forward row is not added for norminal accounts in the ledger.	2023-03-09 16:25:59 +08:00
依瑪貓	df53f06094	Renamed the "accounting.report.reports.utils.get_url" module to "accounting.report.reports.utils.urls", and shortened the names of the utilities, for readability.	2023-03-09 14:36:56 +08:00
依瑪貓	380256eda7	Revised the imports in the reports.	2023-03-09 14:36:52 +08:00
依瑪貓	74b695c089	Added the get_ledger_url utility to replace the common codes to retrieve the URL of a ledger.	2023-03-09 14:36:50 +08:00
依瑪貓	d19d23fe37	Replaced the "transaction" property with the "url" property in the ReportEntry model of ledger, so that the report entry does not need to keep the transaction object.	2023-03-09 14:36:46 +08:00
依瑪貓	a340fad109	Removed the unused entry and account properties from the ReportEntry model of the ledger.	2023-03-09 14:36:45 +08:00
依瑪貓	2f27ad5bef	Replaced querying the transactions later with the "selectinload" query option in the ledger. Retired the unused populate_entries function from the "accounting.report.reports.ledger" module.	2023-03-09 14:36:43 +08:00
依瑪貓	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
依瑪貓	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
依瑪貓	7b10eb68bc	Revised the documentation of the EntryCollector class in the ledger and income and expenses log.	2023-03-09 14:36:20 +08:00
依瑪貓	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
依瑪貓	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
依瑪貓	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
依瑪貓	11ab4a4ba6	Revised the documentation of the CSV rows for the reports.	2023-03-09 14:36:16 +08:00
依瑪貓	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
依瑪貓	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
依瑪貓	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
依瑪貓	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
依瑪貓	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
依瑪貓	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