Commit Graph

679 Commits

Author SHA1 Message Date
2014344d25 Revised to use its own error message for the DataRequired validator in the default_currency field of the OptionForm form. 2023-03-22 19:13:08 +08:00
f9c39709c8 Revised the text messages in the option forms. 2023-03-22 19:11:07 +08:00
b394c58ec6 Added support to sort the recurring items. 2023-03-22 19:01:02 +08:00
0af3e2785b Removed an unused import from the "accounting.option.forms" module. 2023-03-22 18:50:24 +08:00
7066f75e72 Added the read-only view for the options. 2023-03-22 16:08:16 +08:00
619540da49 Fixed the documentation of the form-recurring-expense-income.html template. 2023-03-22 15:47:19 +08:00
567004f7d9 Renamed IncomeExpensesAccount to CurrentAccount. 2023-03-22 15:42:44 +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
fa3cdace7f Renamed the #validateForm method to #validate in the JavaScript AccountForm and CurrencyForm. 2023-03-22 11:22:46 +08:00
656762850c Moved the IncomeExpensesAccount data model from the "accounting.report.utils.ie_account" module to the "accounting.utils.ie_account" module. 2023-03-22 07:29:41 +08:00
e2325f08d0 Moved the CURRENCY_REQUIRED and CurrencyExists validators from the "accounting.journal_entry.forms.currency" module to the "accounting.forms" module. 2023-03-22 07:17:45 +08:00
855356084e Fixed the documentation of the can_view and can_edit functions in the "accounting.utils.permission" module. 2023-03-22 04:50:12 +08:00
7aaeb32a3d Added the missing "role=" to the "<a...></a>" links that act like buttons. 2023-03-22 02:35:07 +08:00
b376cf1580 Revised the toolbar layout so that it looks better with only one toolbar button on the mobile devices. 2023-03-22 02:28:58 +08:00
ccbdc779ac Restored the "Back" button on the toolbar for the mobile devices. It is still necessary, because the user may get lost in the navigation history. 2023-03-22 02:28:29 +08:00
61ee08fda2 Revised the date format in the journal entry order page, and removed the individual date in the page, as it is redundant. 2023-03-22 02:12:19 +08:00
c8e1270d8f Updated the translation. 2023-03-22 01:50:18 +08:00
2a78799404 Revised the page to reorder the journal entries in a same day. 2023-03-22 01:47:11 +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
6fd37b21d9 Fixed so that the journal entries that has offset cannot be deleted. 2023-03-22 00:59:43 +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
494faeffea Revised the toolbar of the reports to fit better in desktop browsers. 2023-03-21 23:16:47 +08:00
871a5fd1d8 Changed the "settings" button to "edit" in the account, currency, and journal entry detail pages. 2023-03-21 23:10:33 +08:00
e615ad2690 Revised the style of the toolbar buttons for better layout on mobile devices. Hid the "Back" button on mobile devices for better layout and saving spaces. 2023-03-21 23:07:05 +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
9248ba7e3b Removed the redundant Flask App context from the default_currency_code Jinja2 global and the default_ie_account_code function. They are always under the Flask app context. 2023-03-21 21:17:10 +08:00
a42e7d13a2 Renamed the configuration DEFAULT_CURRENCY, DEFAULT_IE_ACCOUNT, and RECURRING to "ACCOUNTING_DEFAULT_CURRENCY", "ACCOUNTING_DEFAULT_IE_ACCOUNT", and "ACCOUNTING_RECURRING", respectively. 2023-03-21 21:13:03 +08:00
a82f5091f1 Revised the styles of the buttons in the description editor. 2023-03-21 19:50:57 +08:00
3455827c09 Added the recurring transactions. 2023-03-21 19:45:56 +08:00
5dccf99a55 Renamed "regular" to "recurring" in the description editor. 2023-03-21 17:48:19 +08:00
8818b46e01 Moved the tag initialization from the constructor to the __init_tags method in the DescriptionEditor class. 2023-03-21 17:32:07 +08:00
2f3ad99467 Removed redundant code in the templates of the journal entry form. 2023-03-21 11:54:45 +08:00
592910187b Added the common form-debit-credit.html template to reduce the duplicated code for the currency sub-forms in the transaction form. 2023-03-21 11:47:05 +08:00
cb7a0d377f Added the common form-currency.html template to reduce the duplicated code for the currency sub-forms in the transaction form. 2023-03-21 11:26:28 +08:00
79175285f8 Changed "to transfer" to "as transfer", and updated its Font Awesome icon in the toolbar of the journal entries. 2023-03-21 11:04:45 +08:00
fef474977c Adjust the location of the Material Design floating action buttons for mobile screen. 2023-03-21 10:57:08 +08:00
fa1a55cd3d Adjusted the style for the mobile toolbar for Firefox on Android with large font size. 2023-03-21 10:56:21 +08:00
56138f7de3 Updated the translation. 2023-03-21 00:53:52 +08:00
21ef944259 Fixed the error in the navigation menu when there is no matching endpoint. 2023-03-21 00:53:27 +08:00
760f1c2877 Fixed the query to be case-insensitive in the base account selector in the account form and the account selector in the journal entry form. 2023-03-20 23:54:50 +08:00
e377eac407 Fixed the capitalization of the currencies, base accounts, and accounts. 2023-03-20 23:54:49 +08:00
77787eee9f Fixed the search queries to be case-insensitive. 2023-03-20 23:54:38 +08:00
03265a1232 Fixed the text in the buttons to add new journal entries. 2023-03-20 23:16:57 +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
d4fe91ec4a Fixed the capitalization of the shortcut periods in the period chooser. 2023-03-20 22:57:04 +08:00
acc5b4d6ea Fixed the capitalization of the label of the number of items in the description editor. 2023-03-20 22:52:35 +08:00
19a93cb4c3 Fixed the text message in the add_journal_entry view. 2023-03-20 22:44:55 +08:00
116089d1d2 Fixed the text message in the add_currency view. 2023-03-20 22:44:26 +08:00
50dd6078c7 Replaced "Need offset" with "Needs Offset" as the text of the badge. 2023-03-20 22:43:53 +08:00
9a4531b26c Revised the title of the delete confirmation modal from "Delete XXX Confirmation" to "Confirm Delete XXX", as suggested by ChatGPT. 2023-03-20 22:38:35 +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
e26af6f3fc Renamed "side" to "debit-credit". 2023-03-20 20:35:10 +08:00
02fffc3400 Removed the unused offset_original_line_item_id field from the DebitLineItemForm form. 2023-03-20 18:56:38 +08:00
d7d6929bf2 Fixed the parameter passed to the credit line item subform in the transfer voucher form. 2023-03-20 18:53:16 +08:00
e4cc61552e Simplified the parameter passed to the "form-line-item.html" template for the line item subform of the voucher form, to be less error-prone. 2023-03-20 18:53:11 +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
25c45b16ae Removed the unused imports from the "accounting.voucher.utils.original_entries" module. 2023-03-19 14:15:50 +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
1e286fbeba Renamed the #originalEntry, #summary, #account, and #amount private attributes of the JavaScript JournalEntryEditor class to #originalEntryText, #summaryText, #accountText, and #amountInput, to avoid confusion with the public attributes with similar names. 2023-03-19 10:42:37 +08:00
d4b3fe67b9 Removed the originalEntryId parameter from the onOpen method of the JavaScript OriginalEntrySelector class. It can be obtained from the JournalEntryEditor instance, and the parameter is not needed anymore. 2023-03-19 10:25:33 +08:00
5d0757c845 Added the JavaScript JournalEntryEditor instance to the parameters of the constructor of the JavaScript OriginalEntrySelector class, so that it always have access to the JournalEntryEditor instance. Removed the JournalEntryEditor instance from the parameters of the onOpen method of the JournalEntryEditor class. 2023-03-19 10:22:18 +08:00
122b7b059c Changed the default date and min date for the Tempus Dominus month chooser from strings to the JavaScript Date objects. 2023-03-19 10:15:32 +08:00
4977847dd8 Changed the entryType attribute of the JavaScript AccountSelector class from public to private, renamed it from entryType to #entryType. 2023-03-19 07:30:03 +08:00
b9b197ea27 Removed the unused #modal property from the JavaScript OriginalEntrySelector class. 2023-03-19 07:27:25 +08:00
2299b86d0f Updated the translation. 2023-03-18 23:37:08 +08:00
6d293a1aac Added the JavaScript getInstances method to the SummaryEditor and AccountSelector classes, so that it is easier to deal with the case when the debit and credit versions are not both exist. 2023-03-18 23:36:38 +08:00
a2311aee24 Revised to prevent word wrapping in the button to choose the original entry in the summary editor. 2023-03-18 23:20:49 +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
7ff52d99e6 Removed the unused is_offset_chooser_needed property from the AccountOption data model. 2023-03-18 22:40:56 +08:00
cc440a4110 Renamed the "_is_payable_needed" and "_is_receivable_needed" properties in the TransactionForm form to "_is_need_payable" and "_is_need_receivable", respectively, for readability and understandability. 2023-03-18 22:39:26 +08:00
f5149a0c37 Replaced the long parameter list with the JournalEntrySubForm instance in the onEdit method of the JavaScript JournalEntryEditor, to simplify the code. 2023-03-18 22:36:50 +08:00
ca928636fd Replaces the datasets with object attributes to store the currency code and entry type in the JavaScript OriginalEntrySelector class. 2023-03-18 22:11:45 +08:00
4a8297d594 Revised the documentation of the JavaScript OriginalEntrySelector class. 2023-03-18 22:11:45 +08:00
915e4408e1 Revised the JavaScript to initialize the OriginalEntrySelector instance in JournalEntryEditor, so that the journal entry editor holds the OriginalEntrySelector instance. It can find the OriginalEntrySelector instance without needing to invoke its static methods. Removed the redundant static methods from the OriginalEntrySelector class. 2023-03-18 22:11:45 +08:00
fd9eac06f6 Merged the code in the #initializeSummaryEditors method into the constructor in the JavaScript JournalEntryEditor class. 2023-03-18 22:11:45 +08:00
403942dfc0 Added a missing semicolon in the saveOriginalEntry method of the JavaScript JournalEntryEditor class. 2023-03-18 22:11:45 +08:00
35dc513760 Revised the #initializeSummaryEditors method of the JavaScript JournalEntryEditor class to construct the SummaryEditor instances with the entry type instead of the form element. Replaced the form element with the entry type in the constructor of the SummaryEditor class. Removed the unused accounting-summary-editor class and data-entry-type attributes from the template of the summary editor. 2023-03-18 22:11:45 +08:00
01861f0b6a Merged the code in the #initializeAccountSelectors method into the constructor in the JavaScript JournalEntryEditor class. 2023-03-18 22:11:45 +08:00
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
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
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
cabe02f7d0 Added the is_nominal pseudo property to the Account data model. 2023-03-18 22:11:45 +08:00
5ceb9f2e83 Fixed and renamed the "__query_currency_period" method of the AccountCollector of the balance sheet to "__query_current_period". 2023-03-18 22:11:45 +08:00
fe1c7669b6 Added owner's equity accounts (base code starts with "3") when calculating the change of owner's equity in the specified period. 2023-03-18 22:11:45 +08:00
4eac10981f Added owner's equity (base code starts with "3") to the accounts that can take offset. 2023-03-18 22:11:44 +08:00
c869bccc04 Reordered the methods of the Account data model. 2023-03-18 22:11:44 +08:00
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
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
a643d9e811 Renamed the isAccountOffsetNeeded parameter to isAccountNeedOffset in the saveSummaryWithAccount method of the JournalEntryEditor class. 2023-03-18 22:11:44 +08:00
2239ddfad1 Revised the JavaScript to initialize the AccountSelector instances in JournalEntryEditor, so that the journal entry editor holds the AccountSelector instances. It can find the AccountSelector instance without needing to invoke its static methods. Removed the redundant static methods from the AccountSelector class. 2023-03-18 22:11:44 +08:00
12fbe36b9a Revised the JavaScript to initialize the SummaryEditor instances in JournalEntryEditor, so that the journal entry editor holds the SummaryEditor instances. It can find the SummaryEditor instance without needing to invoke its static methods. Removed the redundant static methods from the SummaryEditor class. 2023-03-18 22:11:44 +08:00
46e34bb89a Removed setting the redundant "entryType" dataset from the "onAddNew" and "onEdit" methods of the JournalEntryEditor class. It is not used anymore. 2023-03-18 22:11:44 +08:00
c9453d3023 Removed the redundant "entryType" parameter from the static "start" method of JavaScript AccountSelector. 2023-03-18 22:11:44 +08:00
fc766724c4 Removed the redundant "summary" parameter from the "#onOpen" and static "start" methods of JavaScript SummaryEditor. 2023-03-18 22:11:44 +08:00
38c394c0af Added the TransactionForm instance to the constructor of the JournalEntryEditor instance, so that the journal entry editor holds an instance of the transaction form, too. It does not need to find the transaction form all the way from the side property that may not be available. Retired the redundant getTransactionForm method from the JournalEntryEditor class. 2023-03-18 22:11:44 +08:00
67e2b06d37 Revised the JavaScript to initialize the JournalEntryEditor in TransactionForm, so that the transaction form holds the JournalEntryEditor instance. The DebitCreditSideSubForm and JournalEntrySubForm instances can find the JournalEntryEditor instance from the parent form, without needing to invoke its static methods. Removed the redundant static methods from the JournalEntryEditor class. 2023-03-18 22:11:44 +08:00
be10a8d99e Revised the coding style with the JavaScript arrow functions for the transaction form. 2023-03-18 22:11:44 +08:00
fbeec600b7 Replaced the long parameter list with the JournalEntryEditor instance in the save method of the JavaScript JournalEntrySubForm sub-form, to simplify the code. 2023-03-18 22:11:44 +08:00
1a54592d4c Added the amount attribute to the JavaScript JournalEntryEditor class to pass the amount to the JournalEntrySubForm without exposing the amount input element. 2023-03-18 22:11:44 +08:00
94a527caf2 Replaces the datasets with object attributes to store the column values in the JavaScript JournalEntryEditor class. 2023-03-18 22:10:28 +08:00
0a1bbbdd47 Replaced the isOriginalEntry dataset attribute with the isNeedOffset property in the JavaScript JournalEntryEditor. It does not make sense to store that information in the HTML. 2023-03-18 09:47:57 +08:00
82b63e4bd4 Revised the coding style in the JavaScript journal entry editor. 2023-03-18 04:02:48 +08:00
e1d1aff0c1 Simplified the code in the #resetDeleteCurrencyButtons method of the JavaScript TransactionForm form. 2023-03-18 03:55:55 +08:00
56045f0faf Removed the unused __entry pseudo property from the JournalEntryForm form. 2023-03-17 22:52:38 +08:00
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
d88b3ac770 Added to track the net balance and offset of the original entries. 2023-03-17 22:32:01 +08:00
40e329d37f Reordered the validators in the "accounting.transaction.forms.journal_entry" module. 2023-03-16 20:42:32 +08:00
23a0721d8d Added assert in the be function in the "accounting.utils.cast" module, to insure the correctness of the expression received. 2023-03-15 23:23:01 +08:00
2b2c665eb6 Replaced the if checks with assert in the IsBalanced validator of the currency sub-form of the transaction form, the NoOffsetNominalAccount validator of the account form, and the CodeUnique validator of the currency form. 2023-03-15 22:25:24 +08:00
954173a2c2 Removed the unused list-group-item-success class from style.css. 2023-03-15 01:43:49 +08:00
91e6dc6668 Removed an excess tailing blank line from the "accounting.currency.views" module. 2023-03-15 01:10:05 +08:00
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
4c84686395 Removed an unused import from the "accounting" module. 2023-03-15 00:51:56 +08:00
61fd1849ed Removed the annotation future import from the "accounting.transaction.utils.account_option", "accounting.transaction.forms.journal_entry", and "accounting.transaction.forms.reorder" modules. 2023-03-14 21:51:19 +08:00
a67158f8f6 Moved the CodeUnique validator from an inner class of the CurrencyForm form to an independent class, and removed the annotation future import from the "accounting.currency.forms" module. 2023-03-14 21:48:11 +08:00
5c6bfd8b49 Revised the coding style of the NeedSomeCurrencies validator. 2023-03-14 21:42:02 +08:00
5d31eb9172 Removed the unnecessary future annotation import from the "accounting.transaction.forms.transaction" module. 2023-03-14 20:44:06 +08:00
fadce244c5 Revised the type hint and the coding style of the NeedSomeCurrencies validator. 2023-03-14 20:43:28 +08:00
8061a23fdc Renamed the AbstractUserUtils class to UserUtilityInterface, and added the can_view and can_edit functions to the UserUtilityInterface interface. There is no need to separately supply two additional can_view and can_edit callbacks. 2023-03-14 17:03:18 +08:00
cd8a480cd0 Revised the documentation of the AbstractUserUtils class. 2023-03-14 17:03:16 +08:00
b8b87714eb Revised the documentation of the JavaScript summary editor. 2023-03-14 17:03:12 +08:00
bf2f96621d Revised so that when the account selector finds the codes from the form, the journal entry editor is used to find the form instead of messing-up with the TransactionForm class and its static method that was a shortcut to the private instance method of the same name. 2023-03-14 17:03:10 +08:00
2d771f04be Fixed so that saving the journal entry from the journal entry editor triggers updating the total of the debit or credit side, which in turn triggers validating the balance if it is on a transfer form. This fixed the problem that deleting a journal entry updates total but not re-validating the balance. 2023-03-14 17:03:06 +08:00
3a12472d4b Fixed the indent in the template of the account selector. 2023-03-14 17:03:01 +08:00
d5a686a5d8 Removed trailing blank spaces from the JavaScript summary editor. 2023-03-14 17:02:58 +08:00
690f89e29a Removed the unused accounting-debit-account-code and accounting-credit-account-code HTML classes. 2023-03-14 17:02:54 +08:00
82a6a53dc4 Revised the account selector to find the account codes from the form through the TransactionForm class, but not finding the codes by itself. 2023-03-14 17:02:52 +08:00
cdd31b1047 Added the missing documentation to the static initialize method of JavaScript TransactionForm class. 2023-03-14 17:02:50 +08:00
5bad949cfa Fixed the documentation of the entryType parameter in the constructor of the JavaScript DebitCreditSideSubForm sub-form. 2023-03-14 17:02:48 +08:00
3826646d06 Reordered the journal entry editor and put the summary first and the account later. 2023-03-14 17:02:46 +08:00
74071e8997 Removed the unused static validateAccount method from the JavaScript journal entry editor. 2023-03-14 17:02:43 +08:00
3ce34803f3 Moved the journal entry editor from the transaction-form.js to a new independent JavaScript file journal-entry-editor.js. 2023-03-14 17:02:41 +08:00
232f73172f Removed the prefix from the journal entry sub-form. 2023-03-14 17:02:39 +08:00
ff1bb7142b Removed the unused data-prefix attribute from the currency sub-forms of the transaction form. 2023-03-14 17:02:37 +08:00
7155bf635a Removed the data-entry-type attribute from the journal entry editor form. The entry type is passed by the object. There is no need to store this information in the HTML anymore. 2023-03-14 17:02:35 +08:00
c306ff8009 Revised the JavaScript journal entry editor and account selector so that the account selector work with the journal entry editor and does not get into the detail of the journal entry editor. 2023-03-14 17:02:32 +08:00
b344abce06 Added the #prefix property to the journal entry editor to simplify the consistency. 2023-03-14 17:02:29 +08:00
b3c666c872 Fixed the addJournalEntry method of the DebitCreditSideSubForm sub-form to re-validate the whole side after a new journal entry is added. 2023-03-14 17:02:14 +08:00
6a671cac84 Revised the JavaScript journal entry editor and summary editor so that the summary editor work with the journal entry editor and does not get into the detail of the journal entry editor. 2023-03-14 16:59:54 +08:00
fe87c3a7de Fixed the documentation of the #side property of the JavaScript JournalEntryEditor class. 2023-03-14 16:59:51 +08:00
2013f8cbd9 Removed the initializeNewJournalEntry method from the JavaScript SummaryEditor. It does not do meaningful things at all. 2023-03-14 16:59:49 +08:00
2325842471 Fixed the documentation of the JavaScript for the transaction form. 2023-03-14 16:59:48 +08:00
c80e58b049 Renamed the journal entry form to journal entry editor, to be clear. 2023-03-14 16:59:46 +08:00
be0ae5eba4 Replaced the function-based JavaScript with the object-oriented TransactionForm, CurrencySubForm, DebitCreditSideSubForm, JournalEntrySubForm, and JournalEntryForm classes for the transaction form. 2023-03-14 16:59:36 +08:00
2b84f64554 Replaced the function-based JavaScript with the object-oriented AccountForm class for the currency form. 2023-03-12 22:15:56 +08:00
0a658a76e8 Replaced the function-based JavaScript with the object-oriented AccountForm class for the account form. 2023-03-12 22:15:54 +08:00
50dc79d865 Added the missing is-invalid class on errors to the currency field in the currency sub-forms of the transaction form. 2023-03-12 16:51:25 +08:00