Commit Graph
100 Commits
Author SHA1 Message Date
imacat d7ac8a3dcf Fixed the documentation of the TrialBalanceRow class. 2023-03-09 06:37:17 +08:00
imacat bcd3418e2c Fixed the documentation in the constructor of the trail balance. 2023-03-09 06:37:16 +08:00
imacat ef9e5cb5b3 Split the report parameters from the report class so that it works better with both CSV export and HTML templates. 2023-03-09 06:37:16 +08:00
imacat e797cfeb8c Simplified the logic to test the total row in the ledger and income and expenses. 2023-03-09 06:37:16 +08:00
imacat 22bae7f766 Replaced the <ul></ul> list with CSS "display: grid" for the trial balance, to allow using <a></a> as the table row. 2023-03-09 06:37:15 +08:00
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. 2023-03-09 06:37:14 +08:00
imacat 898a1af7b5 Revised the separation lines in the table headers and footers of the ledger tables. 2023-03-09 06:37:13 +08:00
imacat f762bcf48f Replaced the duplicated "accounting-transaction-card" and "accounting-report-card" CSS classes with the "accounting-sheet" class, for simplicity. 2023-03-09 06:37:12 +08:00
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. 2023-03-09 06:37:11 +08:00
imacat dd05478bf3 Simplified the syntax to retrieve query arguments in the templates, and reduced the amount of logic in the templates. 2023-03-09 06:37:11 +08:00
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. 2023-03-09 06:37:10 +08:00
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. 2023-03-09 06:37:10 +08:00
imacat bfb08cf5fc Changed the format_amount_input filter to accept None, and return an empty string if the value is None. 2023-03-09 06:37:09 +08:00
imacat a7bcf4b5c1 Changed the format_amount template filter to return None when the value is None. 2023-03-09 06:37:08 +08:00
imacat cd49ca44b1 Fixed to avoid getting the income and expenses with accounts that are not current assets and liabilities when switching from the ledger. 2023-03-09 06:37:07 +08:00
imacat 734362396f Adding the missing currency when constructing the report chooser in the trial balance. 2023-03-09 06:37:06 +08:00
imacat 88147bea66 Revised the currency in the titles and options of the ledger, income and expenses, and trial balance. 2023-03-09 06:37:05 +08:00
imacat cca43c68a6 Added trial balance. 2023-03-09 06:37:05 +08:00
imacat 480e2d2d8f Simplified the invocation of the super class constructor in the subclasses of Period. 2023-03-09 06:37:05 +08:00
imacat be100ce7ec Simplified the constructors of the period choosers. 2023-03-09 06:37:04 +08:00
imacat eca91d32ed Fixed the documentation of the IncomeExpensesPeriodChooser class. 2023-03-09 06:37:04 +08:00
imacat 1f95212494 Revised to use the title case in the CSV output of the journal and income and expenses. 2023-03-09 06:37:03 +08:00
imacat 0173104c84 Revised the currency field in the CSV output of the journal. 2023-03-09 06:37:03 +08:00
imacat 6e33fa775d Revised the __query_entries method of the IncomeExpenses report to be clear. 2023-03-09 06:37:02 +08:00
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. 2023-03-09 06:37:01 +08:00
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
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
imacat 7e7e1a2844 Revised so that the amounts won't wrap in the income and expenses. 2023-03-09 06:37:01 +08:00
imacat ddd028736c Revised the balance in the mobile view of the income and expenses. 2023-03-09 06:37:01 +08:00
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
imacat 8cd004bede Revised the documentation of the ledger. 2023-03-05 18:16:43 +08:00
imacat 4f112dd386 Revised the documentation of the report row classes. 2023-03-05 18:14:32 +08:00
imacat b806b1ed1f Added note to the CSV output of ledgers. 2023-03-05 17:55:47 +08:00
imacat 1d0a79e33c Changed the CSV field name to be title-cased. 2023-03-05 17:55:47 +08:00
imacat d4a690ebbc Removed the text of the action buttons of currency and account filters for the small screens, to fit in the screen. 2023-03-05 17:55:46 +08:00
imacat 68687897f3 Changed the icons for the reports and accounts to be more accessible. 2023-03-05 17:55:46 +08:00
imacat a7250fd9bf Replaced transactions with reports in the navigation menu. 2023-03-05 17:55:46 +08:00
imacat eabe80b790 Added ledger. 2023-03-05 17:55:38 +08:00
imacat fe77f87110 Fixed a regular expression in the _parse_period_spec function of the period utility. 2023-03-05 14:24:51 +08:00
imacat 32c27d7c07 Fixed an error finding the end of month in the __get_month_spec method of the Period utility. 2023-03-05 12:06:16 +08:00
imacat 14b871b57a Fixed the format_amount filter to deal with negative numbers with decimals correctly. 2023-03-05 11:48:34 +08:00
imacat 9d5fce2752 Fixed the documentation of the Journal report. 2023-03-04 20:14:08 +08:00
imacat d333151731 Revised the documentation of the __get_journal_list view. 2023-03-04 20:12:13 +08:00
imacat b2e500a714 Fixed the documentation of the get_default_journal_list view. 2023-03-04 20:10:59 +08:00
imacat b705795b44 Moved the ReportType enumeration from the "accounting.report.report_chooser" module to the new "accounting.report.report_type" module. 2023-03-04 19:56:07 +08:00
imacat 250f4ff1ae Revised the imports in the "accounting.report.reports" module 2023-03-04 19:52:45 +08:00
imacat 6bed180790 Renamed the TransactionTypeEnum enum to TransactionType. 2023-03-04 19:39:13 +08:00
imacat 10fbc3f638 Renamed the "accounting.transaction.dispatcher" module to "accounting.transaction.operators". 2023-03-04 19:36:53 +08:00
imacat f65dc6fc42 Renamed the TransactionType class to TransactionOperator. 2023-03-04 19:36:07 +08:00
imacat 9833bac6e4 Added the TransactionTypeEnum in the new "accounting.utils.txn_types" module to remove the dependency from the "accounting.report" module to the "accounting.transaction" module. 2023-03-04 19:32:36 +08:00
imacat 7d412b20d7 Moved the material floating action button template to add new transactions from the "accounting/transaction/include" directory to the "accounting/include" directory, and renamed it from add-new-material-fab.html to add-txn-material-fab.htm, as it will also be used in the reports, not only the transaction management. 2023-03-04 18:40:00 +08:00
imacat 9bfcd3c50c Added the journal report as the first accounting report. 2023-03-04 18:31:33 +08:00
imacat 55c2ce6695 Added Tempus Dominus to the CDN of the test site. 2023-03-04 14:36:10 +08:00
imacat 493677e0aa Added "crossorigin" to the CDN stylesheets in the test site. 2023-03-04 14:36:08 +08:00
imacat 710c26d016 Fixed the documentation in the JavaScript SummeryHelper class. 2023-03-04 13:45:30 +08:00
imacat 24415018b7 Reordered the properties in the JavaScript SummeryHelper class. 2023-03-04 13:45:29 +08:00
imacat c50b9a2000 Removed the unused tab and page classes from the templates of the summary editor. 2023-03-04 11:52:45 +08:00
imacat af9bd14eed Removed the unused tab ID from the template of the summary editor. 2023-03-04 11:52:45 +08:00
imacat 9e1ff16e96 Fixed the aria-labelledby in the template of the summary editor. 2023-03-04 11:52:45 +08:00
imacat f7c1fd77f2 Added blank lines and documentation to the template of the summary editor. 2023-03-04 11:52:45 +08:00
imacat 641315537d Replaced the traditional function expressions with ES6 arrow function expressions in the JavaScript for the transaction order, account order, currency form, and the speed dial for the material floating action buttons. 2023-03-04 11:52:45 +08:00
imacat a895bd8560 Replaced the traditional function expressions with ES6 arrow function expressions in the JavaScript for the drop-and-drop reorder. 2023-03-04 11:52:44 +08:00
imacat ca86a08f3e Replaced the traditional function expressions with ES6 arrow function expressions in the JavaScript for the account form. 2023-03-04 11:52:44 +08:00
imacat e118422441 Replaced the traditional function expressions with ES6 arrow function expressions in the JavaScript for the account selector. 2023-03-04 11:52:44 +08:00
imacat b3777cffbf Replaced the traditional function expressions with ES6 arrow function expressions in the JavaScript for the transaction form. 2023-03-04 11:52:44 +08:00
imacat 39c9c17007 Replaced the traditional function expressions with ES6 arrow function expressions in the JavaScript for the summary editor to avoid messing up with the "this" object. 2023-03-04 11:52:44 +08:00
imacat 3ab4eacf9f Moved the "accounting.transaction.template_globals" module to "accounting.template_globals", for the two template globals will be used in the reports beside the transaction management. 2023-03-04 07:06:03 +08:00
imacat cff3d1b6bd Revised the code order in the init_app function in the "accounting" module. 2023-03-04 07:01:03 +08:00
imacat f41db78831 Revised the summary helper so that when the summary is changed with the tag changed, the on-change callback is run to check the tag button status. 2023-03-04 07:01:03 +08:00
imacat 73f7d14e7b Fixed so that the values of the input fields are trimmed before composing the summary when they are changed. 2023-03-04 07:01:03 +08:00
imacat f6ed6b10a7 Revised the summary editor to allow the "*" start character as the multiplication operation in addition to the "×" times character. 2023-03-04 07:01:03 +08:00
imacat b5aaee4d15 Renamed the "number" tab plane to "annotation". 2023-03-04 07:01:03 +08:00
imacat c849d6b3d4 Revised the numer tab plane in the summary editor. 2023-03-04 07:01:03 +08:00
imacat a9908a7df4 Simplified the regular expression in the populate method of the GeneralTagTab class in the summary editor. 2023-03-04 07:01:02 +08:00
imacat 063c769158 Renamed the variables in the summary editor. 2023-03-04 07:01:02 +08:00
imacat f8e9871300 Fixed to trim the summary when it is changed in the summary editor. 2023-03-04 07:01:02 +08:00
imacat 78a62a9575 Added a "note" field to the summary editor. 2023-03-04 07:01:02 +08:00
imacat 85fde6219e Fixed an HTML ID in the summary editor modal. 2023-03-04 07:01:02 +08:00
imacat 4eb9346d8d Renamed summary helper to summary editor. 2023-03-04 07:00:46 +08:00
imacat 11966a52ba Fixed a variable name in the #initializeAccountQuery method of the JavaScript AccountSelector class. 2023-03-04 06:57:35 +08:00
imacat 8cf81b5459 Revised the documentation of the "accounting.account.queries", "accounting.base_account.queries", "accounting.currency.queries", and "accounting.transaction.queries" modules. 2023-03-04 06:57:35 +08:00
imacat cc958a39b3 Moved the format_amount and format_date template filters from the "accounting.transaction.template_filters" module to the "accounting.template_filters" module, and rename the filters from "accounting_txn_format_amount" and "accounting_txn_format_date" to "accounting_format_amount" and "accounting_format_date", respectively. They will not only be used in the transaction management, but also the reports. 2023-03-04 06:57:10 +08:00
imacat 9065686cc5 Split the "accounting.transaction.template" module into the "accounting.transaction.template_filters" and "accounting.transaction.template_globals" modules. 2023-03-03 18:28:59 +08:00
imacat 9a41cb10a1 Rewrote the summary helper, added the TabPlane classes so that the internal states of the summary helper is stored in the tab plane objects instead of passing the as parameters and variables. 2023-03-03 18:09:36 +08:00
imacat 6957e52d0d Renamed the "accounting.account.query", "accounting.base_account.query", "accounting.currency.query", and "accounting.transaction.query" modules to "accounting.account.queries", "accounting.base_account.queries", "accounting.currency.queries", and "accounting.transaction.queries", respectively. There will be more than one query in the next report module. 2023-03-03 01:12:36 +08:00
imacat 9cd9e90be0 Renamed the variables in the tests of the AccountTestCase and CurrencyTestCase test cases, for simplicity. 2023-03-01 21:09:14 +08:00
imacat 2839dc60b4 Revised the documentation of the PREFIX constant in test_account.py, test_currency.py, and test_transaction.py. 2023-03-01 20:22:27 +08:00
imacat f3548a2327 Advanced to version 0.4.0. 2023-03-01 01:49:08 +08:00
imacat 79883d6940 Changed the Sphinx documentation scheme from "nature" to "sphinx_rtd_theme", to prepare for publishing in the future. 2023-03-01 01:48:56 +08:00
imacat b2bc993416 Replaced the #populate method with the #parseAndPopulate method that is used both when starting the summary helper and when the summary input is updated. 2023-03-01 01:45:38 +08:00
imacat 453b3f0da5 Renamed the #tagInputOnChange method to #onTagInputChange in the JavaScript summary helper. 2023-03-01 01:31:25 +08:00
imacat 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
imacat da4cc6489f Removed the direction arrows from the tab navigation in the summary helper. 2023-03-01 00:59:40 +08:00
imacat 1102a3a4f3 Updated the translation. 2023-03-01 00:51:58 +08:00
imacat 1402a12f04 Simplified the logic in the add_txn function in testlib_txn.py. 2023-03-01 00:51:24 +08:00
imacat f049b5d7ee Revised the form data used in the SummeryHelperTestCase test case, to avoid problems with SonarQube. 2023-03-01 00:51:24 +08:00
imacat 14ed4ca354 Added the #initializeTagButtons and #tagInputOnChange methods to the JavaScript SummaryHelper to simplify the code. 2023-03-01 00:51:24 +08:00
imacat 535ff96ab3 Revised the JavaScript regular expressions used in the summary helper, as suggested by SonarQube for security. 2023-03-01 00:51:24 +08:00