Commit Graph

818 Commits

Author SHA1 Message Date
729a7fd107 Renamed the TrialBalanceAccount, IncomeStatementAccount, and BalanceSheetAccount classes to ReportAccount, to be short and clear. 2023-03-09 14:36:19 +08:00
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
3c98960efe 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. 2023-03-09 14:36:18 +08:00
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
fb06e9db44 Shortened the names of the BalanceSheetSubsection and BalanceSheetSubsection classes to Section and Subsection, respectively. 2023-03-09 14:36:17 +08:00
d47e2e231b Shortened the names of the IncomeStatementSection, IncomeStatementSubsection, and IncomeStatementAccumulatedTotal classes to Section, Subsection, and AccumulatedTotal, respectively. 2023-03-09 14:36:17 +08:00
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
11ab4a4ba6 Revised the documentation of the CSV rows for the reports. 2023-03-09 14:36:16 +08:00
5dc8387ad9 Fixed the incorrect account in the __add_current_period method of the AccountCollector class in the "accounting.report.reports.balance_sheet" module. 2023-03-09 14:36:16 +08:00
26b70bb625 Fixed the logic for all-time in the period_spec function in the "accounting.report.reports.utils.csv_export" module. 2023-03-09 14:36:15 +08:00
f30a96d7e9 Simplified the logic in the period_spec method in the "accounting.report.reports.utils.csv_export" module. 2023-03-09 14:36:15 +08:00
a1627b7fbf 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. 2023-03-09 14:36:14 +08:00
7c3b8c8f44 Revised to store the newly-constructed period chooser and month chooser in variables to prevent SonarQube from complaining. 2023-03-09 14:36:13 +08:00
b19f4fa939 Added "use strict"; to all the JavaScript files. 2023-03-09 14:36:13 +08:00
41c3e06ce4 Removed the period chooser JavaScript from the search result page. 2023-03-09 14:36:12 +08:00
8a3df7a689 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. 2023-03-09 14:36:11 +08:00
196a115c99 Revised the coding style in the __get_transaction_condition method of the Search report. 2023-03-09 14:36:11 +08:00
005f9083aa Revised the constructor of the IncomeExpensesAccount pseudo account. 2023-03-09 14:36:10 +08:00
12dbae56c4 Revised the f-strings in the "accounting.models" module. 2023-03-09 14:36:10 +08:00
a98723c57b Removed an unused import from the "accounting.utils.pagination" module. 2023-03-09 14:36:10 +08:00
d5bd3b8383 Fixed an HTML error in the template of the trial balance. 2023-03-09 14:36:09 +08:00
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
b0a4a735f3 Added the is_a_month property to the Period utility. 2023-03-09 14:36:08 +08:00
41770e38b8 Updated the translation. 2023-03-09 14:36:08 +08:00
d8a6614543 Fixed the text for the account used in the titles of the ledger and the income and expenses log. 2023-03-09 14:36:07 +08:00
8d76b5130e Fixed the localization function used in the titles of the reports. 2023-03-09 14:36:07 +08:00
43fc4b9b8d Renamed "total revenue" to "total operating revenue". 2023-03-09 14:36:07 +08:00
3ed8d7f1d2 Removed the now-unused table-row-link.js. It is replaced by the grid display. 2023-03-09 14:36:06 +08:00
ea7c194d7e Revised the period-chooser.html template to simplify the code to include it. 2023-03-09 14:36:06 +08:00
041a905fc0 Added font-awesome icons to the report chooser. 2023-03-09 14:36:05 +08:00
10d1be8bd1 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. 2023-03-09 14:36:03 +08:00
6e1d35eda4 Revised the report-chooser.html template to simplify the reports. 2023-03-09 14:36:03 +08:00
52b5151fe0 Added the currency-chooser.html template to simplify the templates of the report. 2023-03-09 14:36:02 +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
116d00a557 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. 2023-03-09 14:36:01 +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
e7c43ae390 Revised the documentation to use the term "income and expenses log" instead of "income and expenses", for consistency. 2023-03-09 14:36:00 +08:00
b8b51b34d3 Added the income-expenses-row-desktop.html and ledger-row-desktop.html templates to simplify templates of the income and expenses log and ledger. 2023-03-09 14:36:00 +08:00
d083036719 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. 2023-03-09 14:35:59 +08:00
7fe81c710b Added the balance-sheet-section.html template to simplify the template of balance sheet. 2023-03-09 14:35:59 +08:00
9993f65627 Added the search to the accounting data. 2023-03-09 06:37:31 +08:00
fe01d5418d Fixed to limit the width of the search box in the currency list, base account list, account list, and transaction list. 2023-03-09 06:37:31 +08:00
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
1eed16b732 Added the pseudo account for the income and expenses log to query the income and expenses log of the current assets and liabilities. 2023-03-09 06:37:28 +08:00
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
3814f0cb18 Added the missing accounting_format_amount filter to the total of the ledger. 2023-03-09 06:37:27 +08:00
24315b8203 Fixed the styles of the negative numbers in the reports with red and braced absolute values. 2023-03-09 06:37:26 +08:00
3c200d0dc6 Fixed the sign of the amount in income statement. 2023-03-09 06:37:26 +08:00
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