Advanced to version 0.5.0.

docs/source/accounting.account.rst

@@ -28,10 +28,10 @@ accounting.account.forms module
    :undoc-members:
    :show-inheritance:
 
-accounting.account.query module
+accounting.account.queries module
--------------------------------
+---------------------------------
 
-.. automodule:: accounting.account.query
+.. automodule:: accounting.account.queries
    :members:
    :undoc-members:
    :show-inheritance:

docs/source/accounting.base_account.rst

@@ -20,10 +20,10 @@ accounting.base\_account.converters module
    :undoc-members:
    :show-inheritance:
 
-accounting.base\_account.query module
+accounting.base\_account.queries module
--------------------------------------
+---------------------------------------
 
-.. automodule:: accounting.base_account.query
+.. automodule:: accounting.base_account.queries
    :members:
    :undoc-members:
    :show-inheritance:

docs/source/accounting.currency.rst

@@ -28,10 +28,10 @@ accounting.currency.forms module
    :undoc-members:
    :show-inheritance:
 
-accounting.currency.query module
+accounting.currency.queries module
---------------------------------
+----------------------------------
 
-.. automodule:: accounting.currency.query
+.. automodule:: accounting.currency.queries
    :members:
    :undoc-members:
    :show-inheritance:

docs/source/accounting.report.period.rst

@@ -0,0 +1,69 @@
+accounting.report.period package
+================================
+
+Submodules
+----------
+
+accounting.report.period.chooser module
+---------------------------------------
+
+.. automodule:: accounting.report.period.chooser
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.period.description module
+-------------------------------------------
+
+.. automodule:: accounting.report.period.description
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.period.month\_end module
+------------------------------------------
+
+.. automodule:: accounting.report.period.month_end
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.period.parser module
+--------------------------------------
+
+.. automodule:: accounting.report.period.parser
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.period.period module
+--------------------------------------
+
+.. automodule:: accounting.report.period.period
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.period.shortcuts module
+-----------------------------------------
+
+.. automodule:: accounting.report.period.shortcuts
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.period.specification module
+---------------------------------------------
+
+.. automodule:: accounting.report.period.specification
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+Module contents
+---------------
+
+.. automodule:: accounting.report.period
+   :members:
+   :undoc-members:
+   :show-inheritance:

docs/source/accounting.report.reports.rst

@@ -0,0 +1,69 @@
+accounting.report.reports package
+=================================
+
+Submodules
+----------
+
+accounting.report.reports.balance\_sheet module
+-----------------------------------------------
+
+.. automodule:: accounting.report.reports.balance_sheet
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.reports.income\_expenses module
+-------------------------------------------------
+
+.. automodule:: accounting.report.reports.income_expenses
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.reports.income\_statement module
+--------------------------------------------------
+
+.. automodule:: accounting.report.reports.income_statement
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.reports.journal module
+----------------------------------------
+
+.. automodule:: accounting.report.reports.journal
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.reports.ledger module
+---------------------------------------
+
+.. automodule:: accounting.report.reports.ledger
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.reports.search module
+---------------------------------------
+
+.. automodule:: accounting.report.reports.search
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.reports.trial\_balance module
+-----------------------------------------------
+
+.. automodule:: accounting.report.reports.trial_balance
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+Module contents
+---------------
+
+.. automodule:: accounting.report.reports
+   :members:
+   :undoc-members:
+   :show-inheritance:

docs/source/accounting.report.rst

@@ -0,0 +1,47 @@
+accounting.report package
+=========================
+
+Subpackages
+-----------
+
+.. toctree::
+   :maxdepth: 4
+
+   accounting.report.period
+   accounting.report.reports
+   accounting.report.utils
+
+Submodules
+----------
+
+accounting.report.converters module
+-----------------------------------
+
+.. automodule:: accounting.report.converters
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.template\_filters module
+------------------------------------------
+
+.. automodule:: accounting.report.template_filters
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.views module
+------------------------------
+
+.. automodule:: accounting.report.views
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+Module contents
+---------------
+
+.. automodule:: accounting.report
+   :members:
+   :undoc-members:
+   :show-inheritance:

docs/source/accounting.report.utils.rst

@@ -0,0 +1,77 @@
+accounting.report.utils package
+===============================
+
+Submodules
+----------
+
+accounting.report.utils.base\_page\_params module
+-------------------------------------------------
+
+.. automodule:: accounting.report.utils.base_page_params
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.utils.base\_report module
+-------------------------------------------
+
+.. automodule:: accounting.report.utils.base_report
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.utils.csv\_export module
+------------------------------------------
+
+.. automodule:: accounting.report.utils.csv_export
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.utils.ie\_account module
+------------------------------------------
+
+.. automodule:: accounting.report.utils.ie_account
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.utils.option\_link module
+-------------------------------------------
+
+.. automodule:: accounting.report.utils.option_link
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.utils.report\_chooser module
+----------------------------------------------
+
+.. automodule:: accounting.report.utils.report_chooser
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.utils.report\_type module
+-------------------------------------------
+
+.. automodule:: accounting.report.utils.report_type
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.report.utils.urls module
+-----------------------------------
+
+.. automodule:: accounting.report.utils.urls
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+Module contents
+---------------
+
+.. automodule:: accounting.report.utils
+   :members:
+   :undoc-members:
+   :show-inheritance:

docs/source/accounting.rst

@@ -10,6 +10,7 @@ Subpackages
    accounting.account
    accounting.base_account
    accounting.currency
+   accounting.report
    accounting.transaction
    accounting.utils
 
@@ -32,6 +33,22 @@ accounting.models module
    :undoc-members:
    :show-inheritance:
 
+accounting.template\_filters module
+-----------------------------------
+
+.. automodule:: accounting.template_filters
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
+accounting.template\_globals module
+-----------------------------------
+
+.. automodule:: accounting.template_globals
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
 Module contents
 ---------------
 

docs/source/accounting.transaction.rst

@@ -12,14 +12,6 @@ accounting.transaction.converters module
    :undoc-members:
    :show-inheritance:
 
-accounting.transaction.dispatcher module
-----------------------------------------
-
-.. automodule:: accounting.transaction.dispatcher
-   :members:
-   :undoc-members:
-   :show-inheritance:
-
 accounting.transaction.forms module
 -----------------------------------
 
@@ -28,26 +20,26 @@ accounting.transaction.forms module
    :undoc-members:
    :show-inheritance:
 
-accounting.transaction.query module
+accounting.transaction.operators module
------------------------------------
+---------------------------------------
 
-.. automodule:: accounting.transaction.query
+.. automodule:: accounting.transaction.operators
    :members:
    :undoc-members:
    :show-inheritance:
 
-accounting.transaction.summary\_helper module
+accounting.transaction.summary\_editor module
 ---------------------------------------------
 
-.. automodule:: accounting.transaction.summary_helper
+.. automodule:: accounting.transaction.summary_editor
    :members:
    :undoc-members:
    :show-inheritance:
 
-accounting.transaction.template module
+accounting.transaction.template\_filters module
---------------------------------------
+-----------------------------------------------
 
-.. automodule:: accounting.transaction.template
+.. automodule:: accounting.transaction.template_filters
    :members:
    :undoc-members:
    :show-inheritance:

docs/source/accounting.utils.rst

@@ -60,6 +60,14 @@ accounting.utils.strip\_text module
    :undoc-members:
    :show-inheritance:
 
+accounting.utils.txn\_types module
+----------------------------------
+
+.. automodule:: accounting.utils.txn_types
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
 accounting.utils.user module
 ----------------------------
 

setup.cfg

@@ -17,7 +17,7 @@
 
 [metadata]
 name = mia-accounting-flask
-version = 0.4.0
+version = 0.5.0
 author = imacat
 author_email = imacat@mail.imacat.idv.tw
 description = The Mia! Accounting Flask project.

src/accounting/account/commands.py

@@ -30,7 +30,7 @@ from accounting.utils.user import has_user, get_user_pk
 
 AccountData = tuple[int, str, int, str, str, str, bool]
 """The format of the account data, as a list of (ID, base account code, number,
-English, Traditional Chinese, Simplified Chinese, is-pay-off-needed) tuples."""
+English, Traditional Chinese, Simplified Chinese, is-offset-needed) tuples."""
 
 
 def __validate_username(ctx: click.core.Context, param: click.core.Option,
@@ -93,10 +93,10 @@ def init_accounts_command(username: str) -> None:
     data: list[AccountData] = []
     for base in bases_to_add:
         l10n: dict[str, str] = {x.locale: x.title for x in base.l10n}
-        is_pay_off_needed: bool = True if re.match("^[12]1[34]", base.code) \
+        is_offset_needed: bool = True if re.match("^[12]1[34]", base.code) \
             else False
         data.append((get_new_id(), base.code, 1, base.title_l10n,
-                     l10n["zh_Hant"], l10n["zh_Hans"], is_pay_off_needed))
+                     l10n["zh_Hant"], l10n["zh_Hans"], is_offset_needed))
     __add_accounting_accounts(data, creator_pk)
     click.echo(F"{len(data)} added.  Accounting accounts initialized.")
 
@@ -113,7 +113,7 @@ def __add_accounting_accounts(data: list[AccountData], creator_pk: int)\
                                        base_code=x[1],
                                        no=x[2],
                                        title_l10n=x[3],
-                                       is_pay_off_needed=x[6],
+                                       is_offset_needed=x[6],
                                        created_by_id=creator_pk,
                                        updated_by_id=creator_pk)
                                for x in data]

src/accounting/account/forms.py

@@ -66,8 +66,8 @@ class AccountForm(FlaskForm):
         filters=[strip_text],
         validators=[DataRequired(lazy_gettext("Please fill in the title"))])
     """The title."""
-    is_pay_off_needed = BooleanField()
+    is_offset_needed = BooleanField()
-    """Whether the the entries of this account need pay-off."""
+    """Whether the the entries of this account need offset."""
 
     def populate_obj(self, obj: Account) -> None:
         """Populates the form data into an account object.
@@ -87,7 +87,7 @@ class AccountForm(FlaskForm):
             obj.base_code = self.base_code.data
             obj.no = count + 1
         obj.title = self.title.data
-        obj.is_pay_off_needed = self.is_pay_off_needed.data
+        obj.is_offset_needed = self.is_offset_needed.data
         if is_new:
             current_user_pk: int = get_current_user_pk()
             obj.created_by_id = current_user_pk

src/accounting/account/queries.py

@@ -47,8 +47,8 @@ def get_account_query() -> list[Account]:
                Account.title_l10n.contains(k),
                code.contains(k),
                Account.id.in_(l10n_matches)]
-        if k in gettext("Pay-off needed"):
+        if k in gettext("Need offset"):
-            sub_conditions.append(Account.is_pay_off_needed)
+            sub_conditions.append(Account.is_offset_needed)
         conditions.append(sa.or_(*sub_conditions))
 
     return Account.query.filter(*conditions)\

src/accounting/models.py

@@ -52,7 +52,7 @@ class BaseAccount(db.Model):
 
         :return: The string representation of the base account.
         """
-        return F"{self.code} {self.title}"
+        return f"{self.code} {self.title}"
 
     @property
     def title(self) -> str:
@@ -113,8 +113,8 @@ class Account(db.Model):
     """The account number under the base account."""
     title_l10n = db.Column("title", db.String, nullable=False)
     """The title."""
-    is_pay_off_needed = db.Column(db.Boolean, nullable=False, default=False)
+    is_offset_needed = db.Column(db.Boolean, nullable=False, default=False)
-    """Whether the entries of this account need pay-off."""
+    """Whether the entries of this account need offset."""
     created_at = db.Column(db.DateTime(timezone=True), nullable=False,
                            server_default=db.func.now())
     """The time of creation."""
@@ -141,17 +141,11 @@ class Account(db.Model):
     entries = db.relationship("JournalEntry", back_populates="account")
     """The journal entries."""
 
-    __CASH = "1111-001"
+    CASH_CODE: str = "1111-001"
     """The code of the cash account,"""
-    __RECEIVABLE = "1141-001"
+    ACCUMULATED_CHANGE_CODE: str = "3351-001"
-    """The code of the receivable account,"""
-    __PAYABLE = "2141-001"
-    """The code of the payable account,"""
-    __ACCUMULATED_CHANGE = "3351-001"
     """The code of the accumulated-change account,"""
-    __BROUGHT_FORWARD = "3352-001"
+    NET_CHANGE_CODE: str = "3353-001"
-    """The code of the brought-forward account,"""
-    __NET_CHANGE = "3353-001"
     """The code of the net-change account,"""
 
     def __str__(self) -> str:
@@ -159,7 +153,7 @@ class Account(db.Model):
 
         :return: The string representation of this account.
         """
-        return F"{self.base_code}-{self.no:03d} {self.title}"
+        return f"{self.base_code}-{self.no:03d} {self.title}"
 
     @property
     def code(self) -> str:
@@ -167,7 +161,7 @@ class Account(db.Model):
 
         :return: The code.
         """
-        return F"{self.base_code}-{self.no:03d}"
+        return f"{self.base_code}-{self.no:03d}"
 
     @property
     def title(self) -> str:
@@ -271,23 +265,7 @@ class Account(db.Model):
 
         :return: The cash account
         """
-        return cls.find_by_code(cls.__CASH)
+        return cls.find_by_code(cls.CASH_CODE)
-
-    @classmethod
-    def receivable(cls) -> t.Self:
-        """Returns the receivable account.
-
-        :return: The receivable account
-        """
-        return cls.find_by_code(cls.__RECEIVABLE)
-
-    @classmethod
-    def payable(cls) -> t.Self:
-        """Returns the payable account.
-
-        :return: The payable account
-        """
-        return cls.find_by_code(cls.__PAYABLE)
 
     @classmethod
     def accumulated_change(cls) -> t.Self:
@@ -295,23 +273,7 @@ class Account(db.Model):
 
         :return: The accumulated-change account
         """
-        return cls.find_by_code(cls.__ACCUMULATED_CHANGE)
+        return cls.find_by_code(cls.ACCUMULATED_CHANGE_CODE)
-
-    @classmethod
-    def brought_forward(cls) -> t.Self:
-        """Returns the brought-forward account.
-
-        :return: The brought-forward account
-        """
-        return cls.find_by_code(cls.__BROUGHT_FORWARD)
-
-    @classmethod
-    def net_change(cls) -> t.Self:
-        """Returns the net-change account.
-
-        :return: The net-change account
-        """
-        return cls.find_by_code(cls.__NET_CHANGE)
 
     @property
     def is_modified(self) -> bool:
@@ -392,7 +354,7 @@ class Currency(db.Model):
 
         :return: The string representation of the currency.
         """
-        return F"{self.name} ({self.code})"
+        return f"{self.name} ({self.code})"
 
     @property
     def name(self) -> str:
@@ -588,7 +550,7 @@ class Transaction(db.Model):
         for currency in self.currencies:
             if len(currency.debit) > 1:
                 return False
-            if currency.debit[0].account.code != "1111-001":
+            if currency.debit[0].account.code != Account.CASH_CODE:
                 return False
         return True
 
@@ -602,7 +564,7 @@ class Transaction(db.Model):
         for currency in self.currencies:
             if len(currency.credit) > 1:
                 return False
-            if currency.credit[0].account.code != "1111-001":
+            if currency.credit[0].account.code != Account.CASH_CODE:
                 return False
         return True
 
@@ -635,15 +597,15 @@ class JournalEntry(db.Model):
     """True for a debit entry, or False for a credit entry."""
     no = db.Column(db.Integer, nullable=False)
     """The entry number under the transaction and debit or credit."""
-    pay_off_target_id = db.Column(db.Integer,
+    offset_original_id = db.Column(db.Integer,
                                    db.ForeignKey(id, onupdate="CASCADE"),
                                    nullable=True)
-    """The ID of the pay-off target entry."""
+    """The ID of the original entry to offset."""
-    pay_off_target = db.relationship("JournalEntry", back_populates="pay_off",
+    offset_original = db.relationship("JournalEntry", back_populates="offsets",
                                       remote_side=id, passive_deletes=True)
-    """The pay-off target entry."""
+    """The original entry to offset."""
-    pay_off = db.relationship("JournalEntry", back_populates="pay_off_target")
+    offsets = db.relationship("JournalEntry", back_populates="offset_original")
-    """The pay-off entries."""
+    """The offset entries."""
     currency_code = db.Column(db.String,
                               db.ForeignKey(Currency.code, onupdate="CASCADE"),
                               nullable=False)
@@ -655,7 +617,7 @@ class JournalEntry(db.Model):
                                          onupdate="CASCADE"),
                            nullable=False)
     """The account ID."""
-    account = db.relationship(Account, back_populates="entries")
+    account = db.relationship(Account, back_populates="entries", lazy=False)
     """The account."""
     summary = db.Column(db.String, nullable=True)
     """The summary."""
@@ -678,3 +640,19 @@ class JournalEntry(db.Model):
         :return: The account code.
         """
         return self.account.code
+
+    @property
+    def debit(self) -> Decimal | None:
+        """Returns the debit amount.
+
+        :return: The debit amount, or None if this is not a debit entry.
+        """
+        return self.amount if self.is_debit else None
+
+    @property
+    def credit(self) -> Decimal | None:
+        """Returns the credit amount.
+
+        :return: The credit amount, or None if this is not a credit entry.
+        """
+        return None if self.is_debit else self.amount

src/accounting/report/__init__.py

@@ -29,7 +29,7 @@ def init_app(app: Flask, bp: Blueprint) -> None:
     """
     from .converters import PeriodConverter, IncomeExpensesAccountConverter
     app.url_map.converters["period"] = PeriodConverter
-    app.url_map.converters["ioAccount"] = IncomeExpensesAccountConverter
+    app.url_map.converters["ieAccount"] = IncomeExpensesAccountConverter
 
     from .views import bp as report_bp
     bp.register_blueprint(report_bp, url_prefix="/reports")

src/accounting/report/converters.py

@@ -23,8 +23,8 @@ from flask import abort
 from werkzeug.routing import BaseConverter
 
 from accounting.models import Account
-from .income_expense_account import IncomeExpensesAccount
+from .period import Period, get_period
-from .period import Period
+from .utils.ie_account import IncomeExpensesAccount
 
 
 class PeriodConverter(BaseConverter):
@@ -38,7 +38,7 @@ class PeriodConverter(BaseConverter):
         :return: The corresponding period.
         """
         try:
-            return Period.get_instance(value)
+            return get_period(value)
         except ValueError:
             abort(404)
 
@@ -52,8 +52,8 @@ class PeriodConverter(BaseConverter):
 
 
 class IncomeExpensesAccountConverter(BaseConverter):
-    """The supplier converter to convert the income and expenses pseudo account
+    """The supplier converter to convert the income and expenses log pseudo
-    code from and to the corresponding pseudo account in the routes."""
+    account code from and to the corresponding pseudo account in the routes."""
 
     def to_python(self, value: str) -> IncomeExpensesAccount:
         """Converts an account code to an account.

src/accounting/report/period.py

@@ -1,555 +0,0 @@
-# The Mia! Accounting Flask Project.
-# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/4
-
-#  Copyright (c) 2023 imacat.
-#
-#  Licensed under the Apache License, Version 2.0 (the "License");
-#  you may not use this file except in compliance with the License.
-#  You may obtain a copy of the License at
-#
-#      http://www.apache.org/licenses/LICENSE-2.0
-#
-#  Unless required by applicable law or agreed to in writing, software
-#  distributed under the License is distributed on an "AS IS" BASIS,
-#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
-#  See the License for the specific language governing permissions and
-#  limitations under the License.
-"""The date period.
-
-This file is largely taken from the NanoParma ERP project, first written in
-2021/9/16 by imacat (imacat@nanoparma.com).
-
-"""
-import calendar
-import datetime
-import re
-import typing as t
-
-from accounting.locale import gettext
-
-
-class Period:
-    """A date period."""
-
-    def __init__(self, start: datetime.date | None, end: datetime.date | None):
-        """Constructs a new date period.
-
-        :param start: The start date, or None from the very beginning.
-        :param end: The end date, or None till no end.
-        """
-        self.start: datetime.date | None = start
-        """The start of the period."""
-        self.end: datetime.date | None = end
-        """The end of the period."""
-        self.is_default: bool = False
-        """Whether the is the default period."""
-        self.is_this_month: bool = False
-        """Whether the period is this month."""
-        self.is_last_month: bool = False
-        """Whether the period is last month."""
-        self.is_since_last_month: bool = False
-        """Whether the period is since last month."""
-        self.is_this_year: bool = False
-        """Whether the period is this year."""
-        self.is_last_year: bool = False
-        """Whether the period is last year."""
-        self.is_today: bool = False
-        """Whether the period is today."""
-        self.is_yesterday: bool = False
-        """Whether the period is yesterday."""
-        self.is_all: bool = start is None and end is None
-        """Whether the period is all time."""
-        self.spec: str = ""
-        """The period specification."""
-        self.desc: str = ""
-        """The text description."""
-        self.is_type_month: bool = False
-        """Whether the period is for the month chooser."""
-        self.is_a_year: bool = False
-        """Whether the period is a whole year."""
-        self.is_a_day: bool = False
-        """Whether the period is a single day."""
-        self._set_properties()
-
-    def _set_properties(self) -> None:
-        """Sets the following properties.
-
-        * self.spec
-        * self.desc
-        * self.is_a_month
-        * self.is_type_month
-        * self.is_a_year
-        * self.is_a_day
-
-        Override this method to set the properties in the subclasses.
-
-        :return: None.
-        """
-        self.spec = self.__get_spec()
-        self.desc = self.__get_desc()
-        if self.start is None or self.end is None:
-            return
-        self.is_type_month \
-            = self.start.day == 1 and self.end == _month_end(self.start)
-        self.is_a_year = self.start == datetime.date(self.start.year, 1, 1) \
-            and self.end == datetime.date(self.start.year, 12, 31)
-        self.is_a_day = self.start == self.end
-
-    @classmethod
-    def get_instance(cls, spec: str | None = None) -> t.Self:
-        """Returns a period instance.
-
-        :param spec: The period specification, or omit for the default.
-        :return: The period instance.
-        :raise ValueError: When the period is invalid.
-        """
-        if spec is None:
-            return ThisMonth()
-        named_periods: dict[str, t.Type[t.Callable[[], Period]]] = {
-            "this-month": lambda: ThisMonth(),
-            "last-month": lambda: LastMonth(),
-            "since-last-month": lambda: SinceLastMonth(),
-            "this-year": lambda: ThisYear(),
-            "last-year": lambda: LastYear(),
-            "today": lambda: Today(),
-            "yesterday": lambda: Yesterday(),
-        }
-        if spec in named_periods:
-            return named_periods[spec]()
-        start: datetime.date
-        end: datetime.date
-        start, end = _parse_period_spec(spec)
-        if start is not None and end is not None and start > end:
-            raise ValueError
-        return cls(start, end)
-
-    def __get_spec(self) -> str:
-        """Returns the period specification.
-
-        :return: The period specification.
-        """
-        if self.start is None:
-            if self.end is None:
-                return "-"
-            else:
-                if self.end.day != _month_end(self.end).day:
-                    return "-%04d-%02d-%02d" % (
-                        self.end.year, self.end.month, self.end.day)
-                if self.end.month != 12:
-                    return "-%04d-%02d" % (self.end.year, self.end.month)
-                return "-%04d" % self.end.year
-        else:
-            if self.end is None:
-                if self.start.day != 1:
-                    return "%04d-%02d-%02d-" % (
-                        self.start.year, self.start.month, self.start.day)
-                if self.start.month != 1:
-                    return "%04d-%02d-" % (self.start.year, self.start.month)
-                return "%04d-" % self.start.year
-            else:
-                try:
-                    return self.__get_year_spec()
-                except ValueError:
-                    pass
-                try:
-                    return self.__get_month_spec()
-                except ValueError:
-                    pass
-                return self.__get_day_spec()
-
-    def __get_year_spec(self) -> str:
-        """Returns the period specification as a year range.
-
-        :return: The period specification as a year range.
-        :raise ValueError: The period is not a year range.
-        """
-        if self.start.month != 1 or self.start.day != 1 \
-                or self.end.month != 12 or self.end.day != 31:
-            raise ValueError
-        if self.start.year == self.end.year:
-            return "%04d" % self.start.year
-        return "%04d-%04d" % (self.start.year, self.end.year)
-
-    def __get_month_spec(self) -> str:
-        """Returns the period specification as a month range.
-
-        :return: The period specification as a month range.
-        :raise ValueError: The period is not a month range.
-        """
-        if self.start.day != 1 or self.end != _month_end(self.end):
-            raise ValueError
-        if self.start.year == self.end.year \
-                and self.start.month == self.end.month:
-            return "%04d-%02d" % (self.start.year, self.start.month)
-        return "%04d-%02d-%04d-%02d" % (
-            self.start.year, self.start.month,
-            self.end.year, self.end.month)
-
-    def __get_day_spec(self) -> str:
-        """Returns the period specification as a day range.
-
-        :return: The period specification as a day range.
-        :raise ValueError: The period is a month or year range.
-        """
-        if self.start == self.end:
-            return "%04d-%02d-%02d" % (
-                self.start.year, self.start.month, self.start.day)
-        return "%04d-%02d-%02d-%04d-%02d-%02d" % (
-            self.start.year, self.start.month, self.start.day,
-            self.end.year, self.end.month, self.end.day)
-
-    def __get_desc(self) -> str:
-        """Returns the period description.
-
-        :return: The period description.
-        """
-        cls: t.Type[t.Self] = self.__class__
-        if self.start is None:
-            if self.end is None:
-                return gettext("for all time")
-            else:
-                if self.end != _month_end(self.end):
-                    return gettext("until %(end)s",
-                                   end=cls.__format_date(self.end))
-                if self.end.month != 12:
-                    return gettext("until %(end)s",
-                                   end=cls.__format_month(self.end))
-                return gettext("until %(end)s", end=str(self.end.year))
-        else:
-            if self.end is None:
-                if self.start.day != 1:
-                    return gettext("since %(start)s",
-                                   start=cls.__format_date(self.start))
-                if self.start.month != 1:
-                    return gettext("since %(start)s",
-                                   start=cls.__format_month(self.start))
-                return gettext("since %(start)s", start=str(self.start.year))
-            else:
-                try:
-                    return self.__get_year_desc()
-                except ValueError:
-                    pass
-                try:
-                    return self.__get_month_desc()
-                except ValueError:
-                    pass
-                return self.__get_day_desc()
-
-    @staticmethod
-    def __format_date(date: datetime.date) -> str:
-        """Formats a date.
-
-        :param date: The date.
-        :return: The formatted date.
-        """
-        return F"{date.year}/{date.month}/{date.day}"
-
-    @staticmethod
-    def __format_month(month: datetime.date) -> str:
-        """Formats a month.
-
-        :param month: The month.
-        :return: The formatted month.
-        """
-        return F"{month.year}/{month.month}"
-
-    def __get_year_desc(self) -> str:
-        """Returns the description as a year range.
-
-        :return: The description as a year range.
-        :raise ValueError: The period is not a year range.
-        """
-        if self.start.month != 1 or self.start.day != 1 \
-                or self.end.month != 12 or self.end.day != 31:
-            raise ValueError
-        start: str = str(self.start.year)
-        if self.start.year == self.end.year:
-            return gettext("in %(period)s", period=start)
-        end: str = str(self.end.year)
-        return gettext("in %(start)s-%(end)s", start=start, end=end)
-
-    def __get_month_desc(self) -> str:
-        """Returns the description as a month range.
-
-        :return: The description as a month range.
-        :raise ValueError: The period is not a month range.
-        """
-        if self.start.day != 1 or self.end != _month_end(self.end):
-            raise ValueError
-        start: str = F"{self.start.year}/{self.start.month}"
-        if self.start.year == self.end.year \
-                and self.start.month == self.end.month:
-            return gettext("in %(period)s", period=start)
-        if self.start.year == self.end.year:
-            end_month: str = str(self.end.month)
-            return gettext("in %(start)s-%(end)s", start=start, end=end_month)
-        end: str = F"{self.end.year}/{self.end.month}"
-        return gettext("in %(start)s-%(end)s", start=start, end=end)
-
-    def __get_day_desc(self) -> str:
-        """Returns the description as a day range.
-
-        :return: The description as a day range.
-        :raise ValueError: The period is a month or year range.
-        """
-        start: str = F"{self.start.year}/{self.start.month}/{self.start.day}"
-        if self.start == self.end:
-            return gettext("in %(period)s", period=start)
-        if self.start.year == self.end.year \
-                and self.start.month == self.end.month:
-            end_day: str = str(self.end.day)
-            return gettext("in %(start)s-%(end)s", start=start, end=end_day)
-        if self.start.year == self.end.year:
-            end_month_day: str = F"{self.end.month}/{self.end.day}"
-            return gettext("in %(start)s-%(end)s",
-                           start=start, end=end_month_day)
-        end: str = F"{self.end.year}/{self.end.month}/{self.end.day}"
-        return gettext("in %(start)s-%(end)s", start=start, end=end)
-
-    def is_year(self, year: int) -> bool:
-        """Returns whether the period is the specific year period.
-
-        :param year: The year.
-        :return: True if the period is the year period, or False otherwise.
-        """
-        if not self.is_a_year:
-            return False
-        return self.start.year == year
-
-    @property
-    def is_type_arbitrary(self) -> bool:
-        """Returns whether this period is an arbitrary period.
-
-        :return: True if this is an arbitrary period, or False otherwise.
-        """
-        return not self.is_type_month and not self.is_a_year \
-            and not self.is_a_day
-
-    @property
-    def before(self) -> t.Self | None:
-        """Returns the period before this period.
-
-        :return: The period before this period.
-        """
-        if self.start is None:
-            return None
-        return Period(None, self.start - datetime.timedelta(days=1))
-
-
-class ThisMonth(Period):
-    """The period of this month."""
-    def __init__(self):
-        today: datetime.date = datetime.date.today()
-        this_month_start: datetime.date \
-            = datetime.date(today.year, today.month, 1)
-        super().__init__(this_month_start, _month_end(today))
-        self.is_default = True
-        self.is_this_month = True
-
-    def _set_properties(self) -> None:
-        self.spec = "this-month"
-        self.desc = gettext("This month")
-        self.is_a_month = True
-        self.is_type_month = True
-
-
-class LastMonth(Period):
-    """The period of this month."""
-    def __init__(self):
-        today: datetime.date = datetime.date.today()
-        year: int = today.year
-        month: int = today.month - 1
-        if month < 1:
-            year = year - 1
-            month = 12
-        start: datetime.date = datetime.date(year, month, 1)
-        super().__init__(start, _month_end(start))
-        self.is_last_month = True
-
-    def _set_properties(self) -> None:
-        self.spec = "last-month"
-        self.desc = gettext("Last month")
-        self.is_a_month = True
-        self.is_type_month = True
-
-
-class SinceLastMonth(Period):
-    """The period of this month."""
-    def __init__(self):
-        today: datetime.date = datetime.date.today()
-        year: int = today.year
-        month: int = today.month - 1
-        if month < 1:
-            year = year - 1
-            month = 12
-        start: datetime.date = datetime.date(year, month, 1)
-        super().__init__(start, None)
-        self.is_since_last_month = True
-
-    def _set_properties(self) -> None:
-        self.spec = "since-last-month"
-        self.desc = gettext("Since last month")
-        self.is_type_month = True
-
-
-class ThisYear(Period):
-    """The period of this year."""
-    def __init__(self):
-        year: int = datetime.date.today().year
-        start: datetime.date = datetime.date(year, 1, 1)
-        end: datetime.date = datetime.date(year, 12, 31)
-        super().__init__(start, end)
-        self.is_this_year = True
-
-    def _set_properties(self) -> None:
-        self.spec = "this-year"
-        self.desc = gettext("This year")
-        self.is_a_year = True
-
-
-class LastYear(Period):
-    """The period of last year."""
-    def __init__(self):
-        year: int = datetime.date.today().year
-        start: datetime.date = datetime.date(year - 1, 1, 1)
-        end: datetime.date = datetime.date(year - 1, 12, 31)
-        super().__init__(start, end)
-        self.is_last_year = True
-
-    def _set_properties(self) -> None:
-        self.spec = "last-year"
-        self.desc = gettext("Last year")
-        self.is_a_year = True
-
-
-class Today(Period):
-    """The period of today."""
-    def __init__(self):
-        today: datetime.date = datetime.date.today()
-        super().__init__(today, today)
-        self.is_this_year = True
-
-    def _set_properties(self) -> None:
-        self.spec = "today"
-        self.desc = gettext("Today")
-        self.is_a_day = True
-        self.is_today = True
-
-
-class Yesterday(Period):
-    """The period of yesterday."""
-    def __init__(self):
-        yesterday: datetime.date \
-            = datetime.date.today() - datetime.timedelta(days=1)
-        super().__init__(yesterday, yesterday)
-        self.is_this_year = True
-
-    def _set_properties(self) -> None:
-        self.spec = "yesterday"
-        self.desc = gettext("Yesterday")
-        self.is_a_day = True
-        self.is_yesterday = True
-
-
-class TemplatePeriod(Period):
-    """The period template."""
-    def __init__(self):
-        super().__init__(None, None)
-
-    def _set_properties(self) -> None:
-        self.spec = "PERIOD"
-
-
-class YearPeriod(Period):
-    """A year period."""
-    def __init__(self, year: int):
-        """Constructs a year period.
-
-        :param year: The year.
-        """
-        start: datetime.date = datetime.date(year, 1, 1)
-        end: datetime.date = datetime.date(year, 12, 31)
-        super().__init__(start, end)
-        self.spec = str(year)
-        self.is_a_year = True
-
-    def _set_properties(self) -> None:
-        pass
-
-
-def _parse_period_spec(text: str) \
-        -> tuple[datetime.date | None, datetime.date | None]:
-    """Parses the period specification.
-
-    :param text: The period specification.
-    :return: The start and end day of the period.  The start and end day
-        may be None.
-    :raise ValueError: When the date is invalid.
-    """
-    if text == "this-month":
-        today: datetime.date = datetime.date.today()
-        return datetime.date(today.year, today.month, 1), _month_end(today)
-    if text == "-":
-        return None, None
-    m = re.match(r"^(\d{4})(?:-(\d{2})(?:-(\d{2}))?)?$", text)
-    if m is not None:
-        return __get_start(m[1], m[2], m[3]), \
-               __get_end(m[1], m[2], m[3])
-    m = re.match(r"^(\d{4})(?:-(\d{2})(?:-(\d{2}))?)?-$", text)
-    if m is not None:
-        return __get_start(m[1], m[2], m[3]), None
-    m = re.match(r"-(\d{4})(?:-(\d{2})(?:-(\d{2}))?)?$", text)
-    if m is not None:
-        return None, __get_end(m[1], m[2], m[3])
-    m = re.match(r"^(\d{4})(?:-(\d{2})(?:-(\d{2}))?)?-(\d{4})(?:-(\d{2})(?:-(\d{2}))?)?$", text)
-    if m is not None:
-        return __get_start(m[1], m[2], m[3]), \
-               __get_end(m[4], m[5], m[6])
-    raise ValueError
-
-
-def __get_start(year: str, month: str | None, day: str | None)\
-        -> datetime.date:
-    """Returns the start of the period from the date representation.
-
-    :param year: The year.
-    :param month: The month, if any.
-    :param day: The day, if any.
-    :return: The start of the period.
-    :raise ValueError: When the date is invalid.
-    """
-    if day is not None:
-        return datetime.date(int(year), int(month), int(day))
-    if month is not None:
-        return datetime.date(int(year), int(month), 1)
-    return datetime.date(int(year), 1, 1)
-
-
-def __get_end(year: str, month: str | None, day: str | None)\
-        -> datetime.date:
-    """Returns the end of the period from the date representation.
-
-    :param year: The year.
-    :param month: The month, if any.
-    :param day: The day, if any.
-    :return: The end of the period.
-    :raise ValueError: When the date is invalid.
-    """
-    if day is not None:
-        return datetime.date(int(year), int(month), int(day))
-    if month is not None:
-        year_n: int = int(year)
-        month_n: int = int(month)
-        day_n: int = calendar.monthrange(year_n, month_n)[1]
-        return datetime.date(year_n, month_n, day_n)
-    return datetime.date(int(year), 12, 31)
-
-
-def _month_end(date: datetime.date) -> datetime.date:
-    """Returns the end day of month for a date.
-
-    :param date: The date.
-    :return: The end day of the month of that day.
-    """
-    day: int = calendar.monthrange(date.year, date.month)[1]
-    return datetime.date(date.year, date.month, day)

src/accounting/report/period/__init__.py

@@ -0,0 +1,22 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/9
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The period utility.
+
+"""
+from .chooser import PeriodChooser
+from .parser import get_period
+from .period import Period

src/accounting/report/period/chooser.py

@@ -0,0 +1,97 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/4
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The period chooser.
+
+This file is largely taken from the NanoParma ERP project, first written in
+2021/9/16 by imacat (imacat@nanoparma.com).
+
+"""
+import typing as t
+from datetime import date
+
+from accounting.models import Transaction
+from .period import Period
+from .shortcuts import ThisMonth, LastMonth, SinceLastMonth, ThisYear, \
+    LastYear, Today, Yesterday, AllTime, TemplatePeriod, YearPeriod
+
+
+class PeriodChooser:
+    """The period chooser."""
+
+    def __init__(self, get_url: t.Callable[[Period], str]):
+        """Constructs a period chooser.
+
+        :param get_url: The callback to return the URL of the current report in
+            a period.
+        """
+        self.__get_url: t.Callable[[Period], str] = get_url
+        """The callback to return the URL of the current report in a period."""
+
+        # Shortcut periods
+        self.this_month_url: str = get_url(ThisMonth())
+        """The URL for this month."""
+        self.last_month_url: str = get_url(LastMonth())
+        """The URL for last month."""
+        self.since_last_month_url: str = get_url(SinceLastMonth())
+        """The URL since last mint."""
+        self.this_year_url: str = get_url(ThisYear())
+        """The URL for this year."""
+        self.last_year_url: str = get_url(LastYear())
+        """The URL for last year."""
+        self.today_url: str = get_url(Today())
+        """The URL for today."""
+        self.yesterday_url: str = get_url(Yesterday())
+        """The URL for yesterday."""
+        self.all_url: str = get_url(AllTime())
+        """The URL for all period."""
+        self.url_template: str = get_url(TemplatePeriod())
+        """The URL template."""
+
+        first: Transaction | None \
+            = Transaction.query.order_by(Transaction.date).first()
+        start: date | None = None if first is None else first.date
+
+        # Attributes
+        self.data_start: date | None = start
+        """The start of the data."""
+        self.has_data: bool = start is not None
+        """Whether there is any data."""
+        self.has_last_month: bool = False
+        """Where there is data in last month."""
+        self.has_last_year: bool = False
+        """Whether there is data in last year."""
+        self.has_yesterday: bool = False
+        """Whether there is data in yesterday."""
+        self.available_years: list[int] = []
+        """The available years."""
+
+        if self.has_data:
+            today: date = date.today()
+            self.has_last_month = start < date(today.year, today.month, 1)
+            self.has_last_year = start.year < today.year
+            self.has_yesterday = start < today
+            if start.year < today.year - 1:
+                self.available_years \
+                    = reversed(range(start.year, today.year - 1))
+
+    def year_url(self, year: int) -> str:
+        """Returns the period URL of a year.
+
+        :param year: The year
+        :return: The period URL of the year.
+        """
+        return self.__get_url(YearPeriod(year))

src/accounting/report/period/description.py

@@ -0,0 +1,179 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/4
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The period description composer.
+
+"""
+from datetime import date, timedelta
+
+from accounting.locale import gettext
+
+
+def get_desc(start: date | None, end: date | None) -> str:
+    """Returns the period description.
+
+    :param start: The start of the period.
+    :param end: The end of the period.
+    :return: The period description.
+    """
+    if start is None and end is None:
+        return gettext("for all time")
+    if start is None:
+        return __get_until_desc(end)
+    if end is None:
+        return __get_since_desc(start)
+    try:
+        return __get_year_desc(start, end)
+    except ValueError:
+        pass
+    try:
+        return __get_month_desc(start, end)
+    except ValueError:
+        pass
+    return __get_day_desc(start, end)
+
+
+def __get_since_desc(start: date) -> str:
+    """Returns the description without the end day.
+
+    :param start: The start of the period.
+    :return: The description without the end day.
+    """
+
+    def get_start_desc() -> str:
+        """Returns the description of the start day.
+
+        :return: The description of the start day.
+        """
+        if start.month == 1 and start.day == 1:
+            return str(start.year)
+        if start.day == 1:
+            return __format_month(start)
+        return __format_day(start)
+
+    return gettext("since %(start)s", start=get_start_desc())
+
+
+def __get_until_desc(end: date) -> str:
+    """Returns the description without the start day.
+
+    :param end: The end of the period.
+    :return: The description without the start day.
+    """
+
+    def get_end_desc() -> str:
+        """Returns the description of the end day.
+
+        :return: The description of the end day.
+        """
+        if end.month == 12 and end.day == 31:
+            return str(end.year)
+        if (end + timedelta(days=1)).day == 1:
+            return __format_month(end)
+        return __format_day(end)
+
+    return gettext("until %(end)s", end=get_end_desc())
+
+
+def __get_year_desc(start: date, end: date) -> str:
+    """Returns the description as a year range.
+
+    :param start: The start of the period.
+    :param end: The end of the period.
+    :return: The description as a year range.
+    :raise ValueError: The period is not a year range.
+    """
+    if start.month != 1 or start.day != 1 \
+            or end.month != 12 or end.day != 31:
+        raise ValueError
+    start_text: str = str(start.year)
+    if start.year == end.year:
+        return __get_in_desc(start_text)
+    return __get_from_to_desc(start_text, str(end.year))
+
+
+def __get_month_desc(start: date, end: date) -> str:
+    """Returns the description as a month range.
+
+    :param start: The start of the period.
+    :param end: The end of the period.
+    :return: The description as a month range.
+    :raise ValueError: The period is not a month range.
+    """
+    if start.day != 1 or (end + timedelta(days=1)).day != 1:
+        raise ValueError
+    start_text: str = __format_month(start)
+    if start.year == end.year and start.month == end.month:
+        return __get_in_desc(start_text)
+    if start.year == end.year:
+        return __get_from_to_desc(start_text, str(end.month))
+    return __get_from_to_desc(start_text, __format_month(end))
+
+
+def __get_day_desc(start: date, end: date) -> str:
+    """Returns the description as a day range.
+
+    :param start: The start of the period.
+    :param end: The end of the period.
+    :return: The description as a day range.
+    :raise ValueError: The period is a month or year range.
+    """
+    start_text: str = __format_day(start)
+    if start == end:
+        return __get_in_desc(start_text)
+    if start.year == end.year and start.month == end.month:
+        return __get_from_to_desc(start_text, str(end.day))
+    if start.year == end.year:
+        end_month_day: str = f"{end.month}/{end.day}"
+        return __get_from_to_desc(start_text, end_month_day)
+    return __get_from_to_desc(start_text, __format_day(end))
+
+
+def __format_month(month: date) -> str:
+    """Formats a month.
+
+    :param month: The month.
+    :return: The formatted month.
+    """
+    return f"{month.year}/{month.month}"
+
+
+def __format_day(day: date) -> str:
+    """Formats a day.
+
+    :param day: The day.
+    :return: The formatted day.
+    """
+    return f"{day.year}/{day.month}/{day.day}"
+
+
+def __get_in_desc(period: str) -> str:
+    """Returns the description of a whole year, month, or day.
+
+    :param period: The time period.
+    :return: The description of a whole year, month, or day.
+    """
+    return gettext("in %(period)s", period=period)
+
+
+def __get_from_to_desc(start: str, end: str) -> str:
+    """Returns the description of a separated start and end.
+
+    :param start: The start.
+    :param end: The end.
+    :return: The description of the separated start and end.
+    """
+    return gettext("in %(start)s-%(end)s", start=start, end=end)

src/accounting/report/period/month_end.py

@@ -0,0 +1,31 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/4
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The utility to return the end of a month.
+
+"""
+import calendar
+from datetime import date
+
+
+def month_end(day: date) -> date:
+    """Returns the end day of month for a date.
+
+    :param day: The date.
+    :return: The end day of the month of that day.
+    """
+    last_day: int = calendar.monthrange(day.year, day.month)[1]
+    return date(day.year, day.month, last_day)

src/accounting/report/period/parser.py

@@ -0,0 +1,119 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/4
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The period specification parser.
+
+"""
+import calendar
+import re
+import typing as t
+from datetime import date
+
+from .period import Period
+from .shortcuts import ThisMonth, LastMonth, SinceLastMonth, ThisYear, \
+    LastYear, Today, Yesterday, AllTime
+
+DATE_SPEC_RE: str = r"(\d{4})(?:-(\d{2})(?:-(\d{2}))?)?"
+"""The regular expression of a date specification."""
+
+
+def get_period(spec: str | None = None) -> Period:
+    """Returns a period instance.
+
+    :param spec: The period specification, or omit for the default.
+    :return: The period instance.
+    :raise ValueError: When the period specification is invalid.
+    """
+    if spec is None:
+        return ThisMonth()
+    named_periods: dict[str, t.Type[t.Callable[[], Period]]] = {
+        "this-month": lambda: ThisMonth(),
+        "last-month": lambda: LastMonth(),
+        "since-last-month": lambda: SinceLastMonth(),
+        "this-year": lambda: ThisYear(),
+        "last-year": lambda: LastYear(),
+        "today": lambda: Today(),
+        "yesterday": lambda: Yesterday(),
+        "all-time": lambda: AllTime(),
+    }
+    if spec in named_periods:
+        return named_periods[spec]()
+    start, end = __parse_spec(spec)
+    if start is not None and end is not None and start > end:
+        raise ValueError
+    return Period(start, end)
+
+
+def __parse_spec(text: str) -> tuple[date | None, date | None]:
+    """Parses the period specification.
+
+    :param text: The period specification.
+    :return: The start and end day of the period.  The start and end day
+        may be None.
+    :raise ValueError: When the date is invalid.
+    """
+    if text == "-":
+        return None, None
+    m = re.match(f"^{DATE_SPEC_RE}$", text)
+    if m is not None:
+        return __get_start(m[1], m[2], m[3]), \
+               __get_end(m[1], m[2], m[3])
+    m = re.match(f"^{DATE_SPEC_RE}-$", text)
+    if m is not None:
+        return __get_start(m[1], m[2], m[3]), None
+    m = re.match(f"-{DATE_SPEC_RE}$", text)
+    if m is not None:
+        return None, __get_end(m[1], m[2], m[3])
+    m = re.match(f"^{DATE_SPEC_RE}-{DATE_SPEC_RE}$", text)
+    if m is not None:
+        return __get_start(m[1], m[2], m[3]), \
+               __get_end(m[4], m[5], m[6])
+    raise ValueError
+
+
+def __get_start(year: str, month: str | None, day: str | None) -> date:
+    """Returns the start of the period from the date representation.
+
+    :param year: The year.
+    :param month: The month, if any.
+    :param day: The day, if any.
+    :return: The start of the period.
+    :raise ValueError: When the date is invalid.
+    """
+    if day is not None:
+        return date(int(year), int(month), int(day))
+    if month is not None:
+        return date(int(year), int(month), 1)
+    return date(int(year), 1, 1)
+
+
+def __get_end(year: str, month: str | None, day: str | None) -> date:
+    """Returns the end of the period from the date representation.
+
+    :param year: The year.
+    :param month: The month, if any.
+    :param day: The day, if any.
+    :return: The end of the period.
+    :raise ValueError: When the date is invalid.
+    """
+    if day is not None:
+        return date(int(year), int(month), int(day))
+    if month is not None:
+        year_n: int = int(year)
+        month_n: int = int(month)
+        day_n: int = calendar.monthrange(year_n, month_n)[1]
+        return date(year_n, month_n, day_n)
+    return date(int(year), 12, 31)

src/accounting/report/period/period.py

@@ -0,0 +1,129 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/4
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The date period.
+
+This file is largely taken from the NanoParma ERP project, first written in
+2021/9/16 by imacat (imacat@nanoparma.com).
+
+"""
+import typing as t
+from datetime import date, timedelta
+
+from .description import get_desc
+from .month_end import month_end
+from .specification import get_spec
+
+
+class Period:
+    """A date period."""
+
+    def __init__(self, start: date | None, end: date | None):
+        """Constructs a new date period.
+
+        :param start: The start date, or None from the very beginning.
+        :param end: The end date, or None till no end.
+        """
+        self.start: date | None = start
+        """The start of the period."""
+        self.end: date | None = end
+        """The end of the period."""
+        self.is_default: bool = False
+        """Whether the is the default period."""
+        self.is_this_month: bool = False
+        """Whether the period is this month."""
+        self.is_last_month: bool = False
+        """Whether the period is last month."""
+        self.is_since_last_month: bool = False
+        """Whether the period is since last month."""
+        self.is_this_year: bool = False
+        """Whether the period is this year."""
+        self.is_last_year: bool = False
+        """Whether the period is last year."""
+        self.is_today: bool = False
+        """Whether the period is today."""
+        self.is_yesterday: bool = False
+        """Whether the period is yesterday."""
+        self.is_all: bool = start is None and end is None
+        """Whether the period is all time."""
+        self.spec: str = ""
+        """The period specification."""
+        self.desc: str = ""
+        """The text description."""
+        self.is_a_month: bool = False
+        """Whether the period is a whole month."""
+        self.is_type_month: bool = False
+        """Whether the period is for the month chooser."""
+        self.is_a_year: bool = False
+        """Whether the period is a whole year."""
+        self.is_a_day: bool = False
+        """Whether the period is a single day."""
+        self._set_properties()
+
+    def _set_properties(self) -> None:
+        """Sets the following properties.
+
+        * self.spec
+        * self.desc
+        * self.is_a_month
+        * self.is_type_month
+        * self.is_a_year
+        * self.is_a_day
+
+        Override this method to set the properties in the subclasses, to skip
+        the calculation.
+
+        :return: None.
+        """
+        self.spec = get_spec(self.start, self.end)
+        self.desc = get_desc(self.start, self.end)
+        if self.start is None or self.end is None:
+            return
+        self.is_a_month = self.start.day == 1 \
+            and self.end == month_end(self.start)
+        self.is_type_month = self.is_a_month
+        self.is_a_year = self.start == date(self.start.year, 1, 1) \
+            and self.end == date(self.start.year, 12, 31)
+        self.is_a_day = self.start == self.end
+
+    def is_year(self, year: int) -> bool:
+        """Returns whether the period is the specific year period.
+
+        :param year: The year.
+        :return: True if the period is the year period, or False otherwise.
+        """
+        if not self.is_a_year:
+            return False
+        return self.start.year == year
+
+    @property
+    def is_type_arbitrary(self) -> bool:
+        """Returns whether this period is an arbitrary period.
+
+        :return: True if this is an arbitrary period, or False otherwise.
+        """
+        return not self.is_type_month and not self.is_a_year \
+            and not self.is_a_day
+
+    @property
+    def before(self) -> t.Self | None:
+        """Returns the period before this period.
+
+        :return: The period before this period.
+        """
+        if self.start is None:
+            return None
+        return Period(None, self.start - timedelta(days=1))

src/accounting/report/period/shortcuts.py

@@ -0,0 +1,168 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/4
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The named shortcut periods.
+
+"""
+from datetime import date, timedelta
+
+from accounting.locale import gettext
+from .month_end import month_end
+from .period import Period
+
+
+class ThisMonth(Period):
+    """The period of this month."""
+    def __init__(self):
+        today: date = date.today()
+        this_month_start: date = date(today.year, today.month, 1)
+        super().__init__(this_month_start, month_end(today))
+        self.is_default = True
+        self.is_this_month = True
+
+    def _set_properties(self) -> None:
+        self.spec = "this-month"
+        self.desc = gettext("This month")
+        self.is_a_month = True
+        self.is_type_month = True
+
+
+class LastMonth(Period):
+    """The period of this month."""
+    def __init__(self):
+        today: date = date.today()
+        year: int = today.year
+        month: int = today.month - 1
+        if month < 1:
+            year = year - 1
+            month = 12
+        start: date = date(year, month, 1)
+        super().__init__(start, month_end(start))
+        self.is_last_month = True
+
+    def _set_properties(self) -> None:
+        self.spec = "last-month"
+        self.desc = gettext("Last month")
+        self.is_a_month = True
+        self.is_type_month = True
+
+
+class SinceLastMonth(Period):
+    """The period of this month."""
+    def __init__(self):
+        today: date = date.today()
+        year: int = today.year
+        month: int = today.month - 1
+        if month < 1:
+            year = year - 1
+            month = 12
+        start: date = date(year, month, 1)
+        super().__init__(start, None)
+        self.is_since_last_month = True
+
+    def _set_properties(self) -> None:
+        self.spec = "since-last-month"
+        self.desc = gettext("Since last month")
+        self.is_type_month = True
+
+
+class ThisYear(Period):
+    """The period of this year."""
+    def __init__(self):
+        year: int = date.today().year
+        start: date = date(year, 1, 1)
+        end: date = date(year, 12, 31)
+        super().__init__(start, end)
+        self.is_this_year = True
+
+    def _set_properties(self) -> None:
+        self.spec = "this-year"
+        self.desc = gettext("This year")
+        self.is_a_year = True
+
+
+class LastYear(Period):
+    """The period of last year."""
+    def __init__(self):
+        year: int = date.today().year
+        start: date = date(year - 1, 1, 1)
+        end: date = date(year - 1, 12, 31)
+        super().__init__(start, end)
+        self.is_last_year = True
+
+    def _set_properties(self) -> None:
+        self.spec = "last-year"
+        self.desc = gettext("Last year")
+        self.is_a_year = True
+
+
+class Today(Period):
+    """The period of today."""
+    def __init__(self):
+        today: date = date.today()
+        super().__init__(today, today)
+        self.is_today = True
+
+    def _set_properties(self) -> None:
+        self.spec = "today"
+        self.desc = gettext("Today")
+        self.is_a_day = True
+
+
+class Yesterday(Period):
+    """The period of yesterday."""
+    def __init__(self):
+        yesterday: date = date.today() - timedelta(days=1)
+        super().__init__(yesterday, yesterday)
+        self.is_yesterday = True
+
+    def _set_properties(self) -> None:
+        self.spec = "yesterday"
+        self.desc = gettext("Yesterday")
+        self.is_a_day = True
+
+
+class AllTime(Period):
+    """The period of all time."""
+    def __init__(self):
+        super().__init__(None, None)
+        self.is_all = True
+
+    def _set_properties(self) -> None:
+        self.spec = "all-time"
+        self.desc = gettext("All")
+
+
+class TemplatePeriod(Period):
+    """The period template."""
+    def __init__(self):
+        super().__init__(None, None)
+
+    def _set_properties(self) -> None:
+        self.spec = "PERIOD"
+
+
+class YearPeriod(Period):
+    """A year period."""
+
+    def __init__(self, year: int):
+        """Constructs a year period.
+
+        :param year: The year.
+        """
+        start: date = date(year, 1, 1)
+        end: date = date(year, 12, 31)
+        super().__init__(start, end)

src/accounting/report/period/specification.py

@@ -0,0 +1,120 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/4
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The period specification composer.
+
+"""
+from datetime import date, timedelta
+
+
+def get_spec(start: date | None, end: date | None) -> str:
+    """Returns the period specification.
+
+    :param start: The start of the period.
+    :param end: The end of the period.
+    :return: The period specification.
+    """
+    if start is None and end is None:
+        return "-"
+    if end is None:
+        return __get_since_spec(start)
+    if start is None:
+        return __get_until_spec(end)
+    try:
+        return __get_year_spec(start, end)
+    except ValueError:
+        pass
+    try:
+        return __get_month_spec(start, end)
+    except ValueError:
+        pass
+    return __get_day_spec(start, end)
+
+
+def __get_since_spec(start: date) -> str:
+    """Returns the period specification without the end day.
+
+    :param start: The start of the period.
+    :return: The period specification without the end day
+    """
+    if start.month == 1 and start.day == 1:
+        return start.strftime("%Y-")
+    if start.day == 1:
+        return start.strftime("%Y-%m-")
+    return start.strftime("%Y-%m-%d-")
+
+
+def __get_until_spec(end: date) -> str:
+    """Returns the period specification without the start day.
+
+    :param end: The end of the period.
+    :return: The period specification without the start day
+    """
+    if end.month == 12 and end.day == 31:
+        return end.strftime("-%Y")
+    if (end + timedelta(days=1)).day == 1:
+        return end.strftime("-%Y-%m")
+    return end.strftime("-%Y-%m-%d")
+
+
+def __get_year_spec(start: date, end: date) -> str:
+    """Returns the period specification as a year range.
+
+    :param start: The start of the period.
+    :param end: The end of the period.
+    :return: The period specification as a year range.
+    :raise ValueError: The period is not a year range.
+    """
+    if start.month != 1 or start.day != 1 \
+            or end.month != 12 or end.day != 31:
+        raise ValueError
+    start_spec: str = start.strftime("%Y")
+    if start.year == end.year:
+        return start_spec
+    end_spec: str = end.strftime("%Y")
+    return f"{start_spec}-{end_spec}"
+
+
+def __get_month_spec(start: date, end: date) -> str:
+    """Returns the period specification as a month range.
+
+    :param start: The start of the period.
+    :param end: The end of the period.
+    :return: The period specification as a month range.
+    :raise ValueError: The period is not a month range.
+    """
+    if start.day != 1 or (end + timedelta(days=1)).day != 1:
+        raise ValueError
+    start_spec: str = start.strftime("%Y-%m")
+    if start.year == end.year and start.month == end.month:
+        return start_spec
+    end_spec: str = end.strftime("%Y-%m")
+    return f"{start_spec}-{end_spec}"
+
+
+def __get_day_spec(start: date, end: date) -> str:
+    """Returns the period specification as a day range.
+
+    :param start: The start of the period.
+    :param end: The end of the period.
+    :return: The period specification as a day range.
+    :raise ValueError: The period is a month or year range.
+    """
+    start_spec: str = start.strftime("%Y-%m-%d")
+    if start == end:
+        return start_spec
+    end_spec: str = end.strftime("%Y-%m-%d")
+    return f"{start_spec}-{end_spec}"

src/accounting/report/reports/balance_sheet.py

@@ -20,27 +20,29 @@
 from decimal import Decimal
 
 import sqlalchemy as sa
-from flask import url_for, render_template, Response
+from flask import render_template, Response
 
 from accounting import db
 from accounting.locale import gettext
 from accounting.models import Currency, BaseAccount, Account, Transaction, \
     JournalEntry
-from accounting.report.period import Period
+from accounting.report.period import Period, PeriodChooser
-from .utils.base_report import BaseReport
+from accounting.report.utils.base_page_params import BasePageParams
-from .utils.csv_export import BaseCSVRow, csv_download
+from accounting.report.utils.base_report import BaseReport
-from .utils.option_link import OptionLink
+from accounting.report.utils.csv_export import BaseCSVRow, csv_download, \
-from .utils.page_params import PageParams
+    period_spec
-from .utils.period_choosers import BalanceSheetPeriodChooser
+from accounting.report.utils.option_link import OptionLink
-from .utils.report_chooser import ReportChooser
+from accounting.report.utils.report_chooser import ReportChooser
-from .utils.report_type import ReportType
+from accounting.report.utils.report_type import ReportType
+from accounting.report.utils.urls import ledger_url, balance_sheet_url, \
+    income_statement_url
 
 
-class BalanceSheetAccount:
+class ReportAccount:
-    """An account in the balance sheet."""
+    """An account in the report."""
 
     def __init__(self, account: Account, amount: Decimal, url: str):
-        """Constructs an account in the balance sheet.
+        """Constructs an account in the report.
 
         :param account: The account.
         :param amount: The amount.
@@ -54,17 +56,17 @@ class BalanceSheetAccount:
         """The URL to the ledger of the account."""
 
 
-class BalanceSheetSubsection:
+class Subsection:
-    """A subsection in the balance sheet."""
+    """A subsection."""
 
     def __init__(self, title: BaseAccount):
-        """Constructs a subsection in the balance sheet.
+        """Constructs a subsection.
 
         :param title: The title account.
         """
         self.title: BaseAccount = title
         """The title account."""
-        self.accounts: list[BalanceSheetAccount] = []
+        self.accounts: list[ReportAccount] = []
         """The accounts in the subsection."""
 
     @property
@@ -76,17 +78,17 @@ class BalanceSheetSubsection:
         return sum([x.amount for x in self.accounts])
 
 
-class BalanceSheetSection:
+class Section:
-    """A section in the balance sheet."""
+    """A section."""
 
     def __init__(self, title: BaseAccount):
-        """Constructs a section in the balance sheet.
+        """Constructs a section.
 
         :param title: The title account.
         """
         self.title: BaseAccount = title
         """The title account."""
-        self.subsections: list[BalanceSheetSubsection] = []
+        self.subsections: list[Subsection] = []
         """The subsections in the section."""
 
     @property
@@ -111,10 +113,10 @@ class AccountCollector:
         """The currency."""
         self.__period: Period = period
         """The period."""
-        self.accounts: list[BalanceSheetAccount] = self.__query_balances()
+        self.accounts: list[ReportAccount] = self.__query_balances()
         """The balance sheet accounts."""
 
-    def __query_balances(self) -> list[BalanceSheetAccount]:
+    def __query_balances(self) -> list[ReportAccount]:
         """Queries and returns the balances.
 
         :return: The balances.
@@ -144,24 +146,12 @@ class AccountCollector:
                            Account.base_code == "3353")).all()
         account_by_id: dict[int, Account] \
             = {x.id: x for x in self.__all_accounts}
-
+        self.accounts: list[ReportAccount] \
-        def get_url(account: Account) -> str:
+            = [ReportAccount(account=account_by_id[x.id],
-            """Returns the ledger URL of an account.
-
-            :param account: The account.
-            :return: The ledger URL of the account.
-            """
-            if self.__period.is_default:
-                return url_for("accounting.report.ledger-default",
-                               currency=self.__currency, account=account)
-            return url_for("accounting.report.ledger",
-                           currency=self.__currency, account=account,
-                           period=self.__period)
-
-        self.accounts: list[BalanceSheetAccount] \
-            = [BalanceSheetAccount(account=account_by_id[x.id],
                              amount=x.balance,
-                                   url=get_url(account_by_id[x.id]))
+                             url=ledger_url(self.__currency,
+                                            account_by_id[x.id],
+                                            self.__period))
                for x in account_balances]
         self.__add_accumulated()
         self.__add_current_period()
@@ -176,12 +166,9 @@ class AccountCollector:
 
         :return: None.
         """
-        code: str = "3351-001"
+        self.__add_owner_s_equity(Account.ACCUMULATED_CHANGE_CODE,
-        amount: Decimal | None = self.__query_accumulated()
+                                  self.__query_accumulated(),
-        url: str = url_for("accounting.report.income-statement",
+                                  self.__period)
-                           currency=self.__currency,
-                           period=self.__period.before)
-        self.__add_owner_s_equity(code, amount, url)
 
     def __query_accumulated(self) -> Decimal | None:
         """Queries and returns the accumulated profit or loss.
@@ -193,25 +180,16 @@ class AccountCollector:
         conditions: list[sa.BinaryExpression] \
             = [JournalEntry.currency_code == self.__currency.code,
                Transaction.date < self.__period.start]
-        conditions.extend([sa.not_(Account.base_code.startswith(x))
+        return self.__query_balance(conditions)
-                           for x in {"1", "2"}])
-        balance_func: sa.Function = sa.func.sum(sa.case(
-            (JournalEntry.is_debit, JournalEntry.amount),
-            else_=-JournalEntry.amount)).label("balance")
-        select_balance: sa.Select = sa.select(balance_func)\
-            .join(Transaction).join(Account).filter(*conditions)
-        return db.session.scalar(select_balance)
 
     def __add_current_period(self) -> None:
         """Adds the accumulated profit or loss to the balances.
 
         :return: None.
         """
-        code: str = "3353-001"
+        self.__add_owner_s_equity(Account.NET_CHANGE_CODE,
-        amount: Decimal | None = self.__query_currency_period()
+                                  self.__query_currency_period(),
-        url: str = url_for("accounting.report.income-statement",
+                                  self.__period)
-                           currency=self.__currency, period=self.__period)
-        self.__add_owner_s_equity(code, amount, url)
 
     def __query_currency_period(self) -> Decimal | None:
         """Queries and returns the net income or loss for current period.
@@ -224,47 +202,58 @@ class AccountCollector:
             conditions.append(Transaction.date >= self.__period.start)
         if self.__period.end is not None:
             conditions.append(Transaction.date <= self.__period.end)
+        return self.__query_balance(conditions)
+
+    @staticmethod
+    def __query_balance(conditions: list[sa.BinaryExpression])\
+            -> Decimal:
+        """Queries the balance.
+
+        :param conditions: The SQL conditions for the balance.
+        :return: The balance.
+        """
         conditions.extend([sa.not_(Account.base_code.startswith(x))
                            for x in {"1", "2"}])
         balance_func: sa.Function = sa.func.sum(sa.case(
             (JournalEntry.is_debit, JournalEntry.amount),
-            else_=-JournalEntry.amount)).label("balance")
+            else_=-JournalEntry.amount))
         select_balance: sa.Select = sa.select(balance_func)\
             .join(Transaction).join(Account).filter(*conditions)
         return db.session.scalar(select_balance)
 
     def __add_owner_s_equity(self, code: str, amount: Decimal | None,
-                             url: str) -> None:
+                             period: Period) -> None:
         """Adds an owner's equity balance.
 
         :param code: The code of the account to add.
         :param amount: The amount.
+        :param period: The period.
         :return: None.
         """
-        # There is an existing balance.
-        account_balance_by_code: dict[str, BalanceSheetAccount] \
-            = {x.account.code: x for x in self.accounts}
-        if code in account_balance_by_code:
-            balance: BalanceSheetAccount = account_balance_by_code[code]
-            balance.url = url
-            if amount is not None:
-                balance.amount = balance.amount + amount
-            return
-        # Add a new balance
         if amount is None:
             return
+        url: str = income_statement_url(self.__currency, period)
+        # There is an existing balance.
+        account_balance_by_code: dict[str, ReportAccount] \
+            = {x.account.code: x for x in self.accounts}
+        if code in account_balance_by_code:
+            balance: ReportAccount = account_balance_by_code[code]
+            balance.amount = balance.amount + amount
+            balance.url = url
+            return
+        # Add a new balance
         account_by_code: dict[str, Account] \
             = {x.code: x for x in self.__all_accounts}
-        self.accounts.append(BalanceSheetAccount(account=account_by_code[code],
+        self.accounts.append(ReportAccount(account=account_by_code[code],
                                            amount=amount,
                                            url=url))
 
 
 class CSVHalfRow:
-    """A half row in the CSV balance sheet."""
+    """A half row in the CSV."""
 
     def __init__(self, title: str | None, amount: Decimal | None):
-        """The constructs a half row in the CSV balance sheet.
+        """The constructs a half row in the CSV.
 
         :param title: The title.
         :param amount: The amount.
@@ -276,10 +265,10 @@ class CSVHalfRow:
 
 
 class CSVRow(BaseCSVRow):
-    """A row in the CSV balance sheet."""
+    """A row in the CSV."""
 
     def __init__(self):
-        """Constructs a row in the CSV balance sheet."""
+        """Constructs a row in the CSV."""
         self.asset_title: str | None = None
         """The title of the asset."""
         self.asset_amount: Decimal | None = None
@@ -299,16 +288,16 @@ class CSVRow(BaseCSVRow):
                 self.liability_title, self.liability_amount]
 
 
-class BalanceSheetPageParams(PageParams):
+class PageParams(BasePageParams):
-    """The HTML parameters of the balance sheet."""
+    """The HTML page parameters."""
 
     def __init__(self, currency: Currency,
                  period: Period,
                  has_data: bool,
-                 assets: BalanceSheetSection,
+                 assets: Section,
-                 liabilities: BalanceSheetSection,
+                 liabilities: Section,
-                 owner_s_equity: BalanceSheetSection):
+                 owner_s_equity: Section):
-        """Constructs the HTML parameters of the balance sheet.
+        """Constructs the HTML page parameters.
 
         :param currency: The currency.
         :param period: The period.
@@ -323,14 +312,14 @@ class BalanceSheetPageParams(PageParams):
         """The period."""
         self.__has_data: bool = has_data
         """True if there is any data, or False otherwise."""
-        self.assets: BalanceSheetSection = assets
+        self.assets: Section = assets
         """The assets."""
-        self.liabilities: BalanceSheetSection = liabilities
+        self.liabilities: Section = liabilities
         """The liabilities."""
-        self.owner_s_equity: BalanceSheetSection = owner_s_equity
+        self.owner_s_equity: Section = owner_s_equity
         """The owner's equity."""
-        self.period_chooser: BalanceSheetPeriodChooser \
+        self.period_chooser: PeriodChooser = PeriodChooser(
-            = BalanceSheetPeriodChooser(currency)
+            lambda x: balance_sheet_url(currency, x))
         """The period chooser."""
 
     @property
@@ -357,19 +346,8 @@ class BalanceSheetPageParams(PageParams):
 
         :return: The currency options.
         """
-        def get_url(currency: Currency):
+        return self._get_currency_options(
-            if self.period.is_default:
+            lambda x: balance_sheet_url(x, self.period), self.currency)
-                return url_for("accounting.report.balance-sheet-default",
-                               currency=currency)
-            return url_for("accounting.report.balance-sheet",
-                           currency=currency, period=self.period)
-
-        in_use: set[str] = set(db.session.scalars(
-            sa.select(JournalEntry.currency_code)
-            .group_by(JournalEntry.currency_code)).all())
-        return [OptionLink(str(x), get_url(x), x.code == self.currency.code)
-                for x in Currency.query.filter(Currency.code.in_(in_use))
-                .order_by(Currency.code).all()]
 
 
 class BalanceSheet(BaseReport):
@@ -387,11 +365,11 @@ class BalanceSheet(BaseReport):
         """The period."""
         self.__has_data: bool
         """True if there is any data, or False otherwise."""
-        self.__assets: BalanceSheetSection
+        self.__assets: Section
         """The assets."""
-        self.__liabilities: BalanceSheetSection
+        self.__liabilities: Section
         """The liabilities."""
-        self.__owner_s_equity: BalanceSheetSection
+        self.__owner_s_equity: Section
         """The owner's equity."""
         self.__set_data()
 
@@ -401,7 +379,7 @@ class BalanceSheet(BaseReport):
 
         :return: None.
         """
-        balances: list[BalanceSheetAccount] = AccountCollector(
+        balances: list[ReportAccount] = AccountCollector(
             self.__currency, self.__period).accounts
 
         titles: list[BaseAccount] = BaseAccount.query\
@@ -410,10 +388,9 @@ class BalanceSheet(BaseReport):
             .filter(BaseAccount.code.in_({x.account.base_code[:2]
                                           for x in balances})).all()
 
-        sections: dict[str, BalanceSheetSection] \
+        sections: dict[str, Section] = {x.code: Section(x) for x in titles}
-            = {x.code: BalanceSheetSection(x) for x in titles}
+        subsections: dict[str, Subsection] = {x.code: Subsection(x)
-        subsections: dict[str, BalanceSheetSubsection] \
+                                              for x in subtitles}
-            = {x.code: BalanceSheetSubsection(x) for x in subtitles}
         for subsection in subsections.values():
             sections[subsection.title.code[0]].subsections.append(subsection)
         for balance in balances:
@@ -430,7 +407,8 @@ class BalanceSheet(BaseReport):
         :return: The response of the report for download.
         """
         filename: str = "balance-sheet-{currency}-{period}.csv"\
-            .format(currency=self.__currency.code, period=self.__period.spec)
+            .format(currency=self.__currency.code,
+                    period=period_spec(self.__period))
         return csv_download(filename, self.__get_csv_rows())
 
     def __get_csv_rows(self) -> list[CSVRow]:
@@ -466,7 +444,7 @@ class BalanceSheet(BaseReport):
         return rows
 
     @staticmethod
-    def __section_csv_rows(section: BalanceSheetSection) -> list[CSVHalfRow]:
+    def __section_csv_rows(section: Section) -> list[CSVHalfRow]:
         """Gathers the CSV rows for a section.
 
         :param section: The section.
@@ -486,8 +464,7 @@ class BalanceSheet(BaseReport):
 
         :return: The report as HTML.
         """
-        params: BalanceSheetPageParams = BalanceSheetPageParams(
+        params: PageParams = PageParams(currency=self.__currency,
-            currency=self.__currency,
                                         period=self.__period,
                                         has_data=self.__has_data,
                                         assets=self.__assets,

src/accounting/report/reports/income_expenses.py

@@ -22,34 +22,32 @@ from decimal import Decimal
 
 import sqlalchemy as sa
 from flask import url_for, render_template, Response
+from sqlalchemy.orm import selectinload
 
 from accounting import db
 from accounting.locale import gettext
 from accounting.models import Currency, Account, Transaction, JournalEntry
-from accounting.report.income_expense_account import IncomeExpensesAccount
+from accounting.report.period import Period, PeriodChooser
-from accounting.report.period import Period
+from accounting.report.utils.base_page_params import BasePageParams
+from accounting.report.utils.base_report import BaseReport
+from accounting.report.utils.csv_export import BaseCSVRow, csv_download, \
+    period_spec
+from accounting.report.utils.ie_account import IncomeExpensesAccount
+from accounting.report.utils.option_link import OptionLink
+from accounting.report.utils.report_chooser import ReportChooser
+from accounting.report.utils.report_type import ReportType
+from accounting.report.utils.urls import income_expenses_url
 from accounting.utils.pagination import Pagination
-from .utils.base_report import BaseReport
-from .utils.csv_export import BaseCSVRow, csv_download
-from .utils.option_link import OptionLink
-from .utils.page_params import PageParams
-from .utils.period_choosers import IncomeExpensesPeriodChooser
-from .utils.report_chooser import ReportChooser
-from .utils.report_type import ReportType
 
 
-class Entry:
+class ReportEntry:
-    """An entry in the income and expenses log."""
+    """An entry in the report."""
 
     def __init__(self, entry: JournalEntry | None = None):
-        """Constructs the entry in the income and expenses log.
+        """Constructs the entry in the report.
 
         :param entry: The journal entry.
         """
-        self.entry: JournalEntry | None = None
-        """The journal entry."""
-        self.transaction: Transaction | None = None
-        """The transaction."""
         self.is_brought_forward: bool = False
         """Whether this is the brought-forward entry."""
         self.is_total: bool = False
@@ -68,19 +66,25 @@ class Entry:
         """The balance."""
         self.note: str | None = None
         """The note."""
+        self.url: str | None = None
+        """The URL to the journal entry."""
         if entry is not None:
-            self.entry = entry
+            self.date = entry.transaction.date
+            self.account = entry.account
             self.summary = entry.summary
             self.income = None if entry.is_debit else entry.amount
             self.expense = entry.amount if entry.is_debit else None
+            self.note = entry.transaction.note
+            self.url = url_for("accounting.transaction.detail",
+                               txn=entry.transaction)
 
 
 class EntryCollector:
-    """The income and expenses log entry collector."""
+    """The report entry collector."""
 
     def __init__(self, currency: Currency, account: IncomeExpensesAccount,
                  period: Period):
-        """Constructs the income and expenses log entry collector.
+        """Constructs the report entry collector.
 
         :param currency: The currency.
         :param account: The account.
@@ -92,18 +96,18 @@ class EntryCollector:
         """The account."""
         self.__period: Period = period
         """The period"""
-        self.brought_forward: Entry | None
+        self.brought_forward: ReportEntry | None
         """The brought-forward entry."""
-        self.entries: list[Entry]
+        self.entries: list[ReportEntry]
         """The log entries."""
-        self.total: Entry | None
+        self.total: ReportEntry | None
         """The total entry."""
         self.brought_forward = self.__get_brought_forward_entry()
         self.entries = self.__query_entries()
         self.total = self.__get_total_entry()
         self.__populate_balance()
 
-    def __get_brought_forward_entry(self) -> Entry | None:
+    def __get_brought_forward_entry(self) -> ReportEntry | None:
         """Queries, composes and returns the brought-forward entry.
 
         :return: The brought-forward entry, or None if the period starts from
@@ -122,10 +126,10 @@ class EntryCollector:
         balance: int | None = db.session.scalar(select)
         if balance is None:
             return None
-        entry: Entry = Entry()
+        entry: ReportEntry = ReportEntry()
         entry.is_brought_forward = True
         entry.date = self.__period.start
-        entry.account = Account.find_by_code("3351-001")
+        entry.account = Account.accumulated_change()
         entry.summary = gettext("Brought forward")
         if balance > 0:
             entry.income = balance
@@ -134,7 +138,7 @@ class EntryCollector:
         entry.balance = balance
         return entry
 
-    def __query_entries(self) -> list[Entry]:
+    def __query_entries(self) -> list[ReportEntry]:
         """Queries and returns the log entries.
 
         :return: The log entries.
@@ -149,14 +153,16 @@ class EntryCollector:
         txn_with_account: sa.Select = sa.Select(Transaction.id).\
             join(JournalEntry).join(Account).filter(*conditions)
 
-        return [Entry(x)
+        return [ReportEntry(x)
                 for x in JournalEntry.query.join(Transaction).join(Account)
                 .filter(JournalEntry.transaction_id.in_(txn_with_account),
                         JournalEntry.currency_code == self.__currency.code,
                         sa.not_(self.__account_condition))
                 .order_by(Transaction.date,
                           JournalEntry.is_debit,
-                          JournalEntry.no)]
+                          JournalEntry.no)
+                .options(selectinload(JournalEntry.account),
+                         selectinload(JournalEntry.transaction))]
 
     @property
     def __account_condition(self) -> sa.BinaryExpression:
@@ -167,14 +173,14 @@ class EntryCollector:
                           Account.base_code.startswith("22"))
         return Account.id == self.__account.id
 
-    def __get_total_entry(self) -> Entry | None:
+    def __get_total_entry(self) -> ReportEntry | None:
         """Composes the total entry.
 
         :return: The total entry, or None if there is no data.
         """
         if self.brought_forward is None and len(self.entries) == 0:
             return None
-        entry: Entry = Entry()
+        entry: ReportEntry = ReportEntry()
         entry.is_total = True
         entry.summary = gettext("Total")
         entry.income = sum([x.income for x in self.entries
@@ -202,7 +208,7 @@ class EntryCollector:
 
 
 class CSVRow(BaseCSVRow):
-    """A row in the CSV income and expenses log."""
+    """A row in the CSV."""
 
     def __init__(self, txn_date: date | str | None,
                  account: str | None,
@@ -211,7 +217,7 @@ class CSVRow(BaseCSVRow):
                  expense: str | Decimal | None,
                  balance: str | Decimal | None,
                  note: str | None):
-        """Constructs a row in the CSV income and expenses log.
+        """Constructs a row in the CSV.
 
         :param txn_date: The transaction date.
         :param account: The account.
@@ -246,18 +252,18 @@ class CSVRow(BaseCSVRow):
                 self.income, self.expense, self.balance, self.note]
 
 
-class IncomeExpensesPageParams(PageParams):
+class PageParams(BasePageParams):
-    """The HTML parameters of the income and expenses log."""
+    """The HTML page parameters."""
 
     def __init__(self, currency: Currency,
                  account: IncomeExpensesAccount,
                  period: Period,
                  has_data: bool,
-                 pagination: Pagination[Entry],
+                 pagination: Pagination[ReportEntry],
-                 brought_forward: Entry | None,
+                 brought_forward: ReportEntry | None,
-                 entries: list[Entry],
+                 entries: list[ReportEntry],
-                 total: Entry | None):
+                 total: ReportEntry | None):
-        """Constructs the HTML parameters of the income and expenses log.
+        """Constructs the HTML page parameters.
 
         :param currency: The currency.
         :param account: The account.
@@ -275,16 +281,16 @@ class IncomeExpensesPageParams(PageParams):
         """The period."""
         self.__has_data: bool = has_data
         """True if there is any data, or False otherwise."""
-        self.pagination: Pagination[Entry] = pagination
+        self.pagination: Pagination[ReportEntry] = pagination
         """The pagination."""
-        self.brought_forward: Entry | None = brought_forward
+        self.brought_forward: ReportEntry | None = brought_forward
         """The brought-forward entry."""
-        self.entries: list[Entry] = entries
+        self.entries: list[ReportEntry] = entries
-        """The entries."""
+        """The report entries."""
-        self.total: Entry | None = total
+        self.total: ReportEntry | None = total
         """The total entry."""
-        self.period_chooser: IncomeExpensesPeriodChooser \
+        self.period_chooser: PeriodChooser = PeriodChooser(
-            = IncomeExpensesPeriodChooser(currency, account)
+            lambda x: income_expenses_url(currency, account, x))
         """The period chooser."""
 
     @property
@@ -317,20 +323,9 @@ class IncomeExpensesPageParams(PageParams):
 
         :return: The currency options.
         """
-        def get_url(currency: Currency):
+        return self._get_currency_options(
-            if self.period.is_default:
+            lambda x: income_expenses_url(x, self.account, self.period),
-                return url_for("accounting.report.income-expenses-default",
+            self.currency)
-                               currency=currency, account=self.account)
-            return url_for("accounting.report.income-expenses",
-                           currency=currency, account=self.account,
-                           period=self.period)
-
-        in_use: set[str] = set(db.session.scalars(
-            sa.select(JournalEntry.currency_code)
-            .group_by(JournalEntry.currency_code)).all())
-        return [OptionLink(str(x), get_url(x), x.code == self.currency.code)
-                for x in Currency.query.filter(Currency.code.in_(in_use))
-                .order_by(Currency.code).all()]
 
     @property
     def account_options(self) -> list[OptionLink]:
@@ -338,18 +333,12 @@ class IncomeExpensesPageParams(PageParams):
 
         :return: The account options.
         """
-        def get_url(account: IncomeExpensesAccount):
-            if self.period.is_default:
-                return url_for("accounting.report.income-expenses-default",
-                               currency=self.currency, account=account)
-            return url_for("accounting.report.income-expenses",
-                           currency=self.currency, account=account,
-                           period=self.period)
-
         current_al: IncomeExpensesAccount \
             = IncomeExpensesAccount.current_assets_and_liabilities()
         options: list[OptionLink] \
-            = [OptionLink(str(current_al), get_url(current_al),
+            = [OptionLink(str(current_al),
+                          income_expenses_url(self.currency, current_al,
+                                              self.period),
                           self.account.id == 0)]
         in_use: sa.Select = sa.Select(JournalEntry.account_id)\
             .join(Account)\
@@ -359,35 +348,17 @@ class IncomeExpensesPageParams(PageParams):
                            Account.base_code.startswith("21"),
                            Account.base_code.startswith("22")))\
             .group_by(JournalEntry.account_id)
-        options.extend([OptionLink(str(x), get_url(IncomeExpensesAccount(x)),
+        options.extend([OptionLink(str(x),
+                                   income_expenses_url(
+                                       self.currency,
+                                       IncomeExpensesAccount(x),
+                                       self.period),
                                    x.id == self.account.id)
                         for x in Account.query.filter(Account.id.in_(in_use))
                        .order_by(Account.base_code, Account.no).all()])
         return options
 
 
-def _populate_entries(entries: list[Entry]) -> None:
-    """Populates the income and expenses entries with relative data.
-
-    :param entries: The income and expenses entries.
-    :return: None.
-    """
-    transactions: dict[int, Transaction] \
-        = {x.id: x for x in Transaction.query.filter(
-           Transaction.id.in_({x.entry.transaction_id for x in entries
-                               if x.entry is not None}))}
-    accounts: dict[int, Account] \
-        = {x.id: x for x in Account.query.filter(
-           Account.id.in_({x.entry.account_id for x in entries
-                           if x.entry is not None}))}
-    for entry in entries:
-        if entry.entry is not None:
-            entry.transaction = transactions[entry.entry.transaction_id]
-            entry.date = entry.transaction.date
-            entry.note = entry.transaction.note
-            entry.account = accounts[entry.entry.account_id]
-
-
 class IncomeExpenses(BaseReport):
     """The income and expenses log."""
 
@@ -407,11 +378,11 @@ class IncomeExpenses(BaseReport):
         """The period."""
         collector: EntryCollector = EntryCollector(
             self.__currency, self.__account, self.__period)
-        self.__brought_forward: Entry | None = collector.brought_forward
+        self.__brought_forward: ReportEntry | None = collector.brought_forward
         """The brought-forward entry."""
-        self.__entries: list[Entry] = collector.entries
+        self.__entries: list[ReportEntry] = collector.entries
-        """The log entries."""
+        """The report entries."""
-        self.__total: Entry | None = collector.total
+        self.__total: ReportEntry | None = collector.total
         """The total entry."""
 
     def csv(self) -> Response:
@@ -421,7 +392,7 @@ class IncomeExpenses(BaseReport):
         """
         filename: str = "income-expenses-{currency}-{account}-{period}.csv"\
             .format(currency=self.__currency.code, account=self.__account.code,
-                    period=self.__period.spec)
+                    period=period_spec(self.__period))
         return csv_download(filename, self.__get_csv_rows())
 
     def __get_csv_rows(self) -> list[CSVRow]:
@@ -429,7 +400,6 @@ class IncomeExpenses(BaseReport):
 
         :return: The CSV rows.
         """
-        _populate_entries(self.__entries)
         rows: list[CSVRow] = [CSVRow(gettext("Date"), gettext("Account"),
                                      gettext("Summary"), gettext("Income"),
                                      gettext("Expense"), gettext("Balance"),
@@ -456,26 +426,25 @@ class IncomeExpenses(BaseReport):
 
         :return: The report as HTML.
         """
-        all_entries: list[Entry] = []
+        all_entries: list[ReportEntry] = []
         if self.__brought_forward is not None:
             all_entries.append(self.__brought_forward)
         all_entries.extend(self.__entries)
         if self.__total is not None:
             all_entries.append(self.__total)
-        pagination: Pagination[Entry] = Pagination[Entry](all_entries)
+        pagination: Pagination[ReportEntry] \
-        page_entries: list[Entry] = pagination.list
+            = Pagination[ReportEntry](all_entries)
+        page_entries: list[ReportEntry] = pagination.list
         has_data: bool = len(page_entries) > 0
-        _populate_entries(page_entries)
+        brought_forward: ReportEntry | None = None
-        brought_forward: Entry | None = None
         if len(page_entries) > 0 and page_entries[0].is_brought_forward:
             brought_forward = page_entries[0]
             page_entries = page_entries[1:]
-        total: Entry | None = None
+        total: ReportEntry | None = None
         if len(page_entries) > 0 and page_entries[-1].is_total:
             total = page_entries[-1]
             page_entries = page_entries[:-1]
-        params: IncomeExpensesPageParams = IncomeExpensesPageParams(
+        params: PageParams = PageParams(currency=self.__currency,
-            currency=self.__currency,
                                         account=self.__account,
                                         period=self.__period,
                                         has_data=has_data,

src/accounting/report/reports/income_statement.py

@@ -20,27 +20,28 @@
 from decimal import Decimal
 
 import sqlalchemy as sa
-from flask import url_for, render_template, Response
+from flask import render_template, Response
 
 from accounting import db
 from accounting.locale import gettext
 from accounting.models import Currency, BaseAccount, Account, Transaction, \
     JournalEntry
-from accounting.report.period import Period
+from accounting.report.period import Period, PeriodChooser
-from .utils.base_report import BaseReport
+from accounting.report.utils.base_page_params import BasePageParams
-from .utils.csv_export import BaseCSVRow, csv_download
+from accounting.report.utils.base_report import BaseReport
-from .utils.option_link import OptionLink
+from accounting.report.utils.csv_export import BaseCSVRow, csv_download, \
-from .utils.page_params import PageParams
+    period_spec
-from .utils.period_choosers import IncomeStatementPeriodChooser
+from accounting.report.utils.option_link import OptionLink
-from .utils.report_chooser import ReportChooser
+from accounting.report.utils.report_chooser import ReportChooser
-from .utils.report_type import ReportType
+from accounting.report.utils.report_type import ReportType
+from accounting.report.utils.urls import ledger_url, income_statement_url
 
 
-class IncomeStatementAccount:
+class ReportAccount:
-    """An account in the income statement."""
+    """An account in the report."""
 
     def __init__(self, account: Account, amount: Decimal, url: str):
-        """Constructs an account in the income statement.
+        """Constructs an account in the report.
 
         :param account: The account.
         :param amount: The amount.
@@ -54,11 +55,11 @@ class IncomeStatementAccount:
         """The URL to the ledger of the account."""
 
 
-class IncomeStatementAccumulatedTotal:
+class AccumulatedTotal:
-    """An accumulated total in the income statement."""
+    """An accumulated total."""
 
     def __init__(self, title: str):
-        """Constructs an accumulated total in the income statement.
+        """Constructs an accumulated total.
 
         :param title: The title.
         """
@@ -68,17 +69,17 @@ class IncomeStatementAccumulatedTotal:
         """The amount of the account."""
 
 
-class IncomeStatementSubsection:
+class Subsection:
-    """A subsection in the income statement."""
+    """A subsection."""
 
     def __init__(self, title: BaseAccount):
-        """Constructs a subsection in the income statement.
+        """Constructs a subsection.
 
         :param title: The title account.
         """
         self.title: BaseAccount = title
         """The title account."""
-        self.accounts: list[IncomeStatementAccount] = []
+        self.accounts: list[ReportAccount] = []
         """The accounts in the subsection."""
 
     @property
@@ -90,21 +91,21 @@ class IncomeStatementSubsection:
         return sum([x.amount for x in self.accounts])
 
 
-class IncomeStatementSection:
+class Section:
-    """A section in the income statement."""
+    """A section."""
 
     def __init__(self, title: BaseAccount, accumulated_title: str):
-        """Constructs a section in the income statement.
+        """Constructs a section.
 
         :param title: The title account.
         :param accumulated_title: The title for the accumulated total.
         """
         self.title: BaseAccount = title
         """The title account."""
-        self.subsections: list[IncomeStatementSubsection] = []
+        self.subsections: list[Subsection] = []
         """The subsections in the section."""
-        self.accumulated: IncomeStatementAccumulatedTotal \
+        self.accumulated: AccumulatedTotal \
-            = IncomeStatementAccumulatedTotal(accumulated_title)
+            = AccumulatedTotal(accumulated_title)
 
     @property
     def total(self) -> Decimal:
@@ -116,10 +117,10 @@ class IncomeStatementSection:
 
 
 class CSVRow(BaseCSVRow):
-    """A row in the CSV income statement."""
+    """A row in the CSV."""
 
     def __init__(self, text: str | None, amount: str | Decimal | None):
-        """Constructs a row in the CSV income statement.
+        """Constructs a row in the CSV.
 
         :param text: The text.
         :param amount: The amount.
@@ -138,14 +139,14 @@ class CSVRow(BaseCSVRow):
         return [self.text, self.amount]
 
 
-class IncomeStatementPageParams(PageParams):
+class PageParams(BasePageParams):
-    """The HTML parameters of the income statement."""
+    """The HTML page parameters."""
 
     def __init__(self, currency: Currency,
                  period: Period,
                  has_data: bool,
-                 sections: list[IncomeStatementSection],):
+                 sections: list[Section], ):
-        """Constructs the HTML parameters of the income statement.
+        """Constructs the HTML page parameters.
 
         :param currency: The currency.
         :param period: The period.
@@ -157,9 +158,10 @@ class IncomeStatementPageParams(PageParams):
         """The period."""
         self.__has_data: bool = has_data
         """True if there is any data, or False otherwise."""
-        self.sections: list[IncomeStatementSection] = sections
+        self.sections: list[Section] = sections
-        self.period_chooser: IncomeStatementPeriodChooser \
+        """The sections in the income statement."""
-            = IncomeStatementPeriodChooser(currency)
+        self.period_chooser: PeriodChooser = PeriodChooser(
+            lambda x: income_statement_url(currency, x))
         """The period chooser."""
 
     @property
@@ -186,19 +188,8 @@ class IncomeStatementPageParams(PageParams):
 
         :return: The currency options.
         """
-        def get_url(currency: Currency):
+        return self._get_currency_options(
-            if self.period.is_default:
+            lambda x: income_statement_url(x, self.period), self.currency)
-                return url_for("accounting.report.income-statement-default",
-                               currency=currency)
-            return url_for("accounting.report.income-statement",
-                           currency=currency, period=self.period)
-
-        in_use: set[str] = set(db.session.scalars(
-            sa.select(JournalEntry.currency_code)
-            .group_by(JournalEntry.currency_code)).all())
-        return [OptionLink(str(x), get_url(x), x.code == self.currency.code)
-                for x in Currency.query.filter(Currency.code.in_(in_use))
-                .order_by(Currency.code).all()]
 
 
 class IncomeStatement(BaseReport):
@@ -216,7 +207,7 @@ class IncomeStatement(BaseReport):
         """The period."""
         self.__has_data: bool
         """True if there is any data, or False otherwise."""
-        self.__sections: list[IncomeStatementSection]
+        self.__sections: list[Section]
         """The sections."""
         self.__set_data()
 
@@ -225,7 +216,7 @@ class IncomeStatement(BaseReport):
 
         :return: None.
         """
-        balances: list[IncomeStatementAccount] = self.__query_balances()
+        balances: list[ReportAccount] = self.__query_balances()
 
         titles: list[BaseAccount] = BaseAccount.query\
             .filter(BaseAccount.code.in_({"4", "5", "6", "7", "8", "9"})).all()
@@ -234,18 +225,17 @@ class IncomeStatement(BaseReport):
                                           for x in balances})).all()
 
         total_titles: dict[str, str] \
-            = {"4": gettext("total revenue"),
+            = {"4": gettext("total operating revenue"),
                "5": gettext("gross income"),
                "6": gettext("operating income"),
                "7": gettext("before tax income"),
                "8": gettext("after tax income"),
                "9": gettext("net income or loss for current period")}
 
-        sections: dict[str, IncomeStatementSection] \
+        sections: dict[str, Section] \
-            = {x.code: IncomeStatementSection(x, total_titles[x.code])
+            = {x.code: Section(x, total_titles[x.code]) for x in titles}
-               for x in titles}
+        subsections: dict[str, Subsection] \
-        subsections: dict[str, IncomeStatementSubsection] \
+            = {x.code: Subsection(x) for x in subtitles}
-            = {x.code: IncomeStatementSubsection(x) for x in subtitles}
         for subsection in subsections.values():
             sections[subsection.title.code[0]].subsections.append(subsection)
         for balance in balances:
@@ -258,7 +248,7 @@ class IncomeStatement(BaseReport):
             total = total + section.total
             section.accumulated.amount = total
 
-    def __query_balances(self) -> list[IncomeStatementAccount]:
+    def __query_balances(self) -> list[ReportAccount]:
         """Queries and returns the balances.
 
         :return: The balances.
@@ -275,33 +265,20 @@ class IncomeStatement(BaseReport):
         balance_func: sa.Function = sa.func.sum(sa.case(
             (JournalEntry.is_debit, -JournalEntry.amount),
             else_=JournalEntry.amount)).label("balance")
-        select_balance: sa.Select \
+        select_balances: sa.Select = sa.select(Account.id, balance_func)\
-            = sa.select(JournalEntry.account_id, balance_func)\
             .join(Transaction).join(Account)\
             .filter(*conditions)\
-            .group_by(JournalEntry.account_id)\
+            .group_by(Account.id)\
             .order_by(Account.base_code, Account.no)
-        balances: list[sa.Row] = db.session.execute(select_balance).all()
+        balances: list[sa.Row] = db.session.execute(select_balances).all()
         accounts: dict[int, Account] \
             = {x.id: x for x in Account.query
-               .filter(Account.id.in_([x.account_id for x in balances])).all()}
+               .filter(Account.id.in_([x.id for x in balances])).all()}
-
+        return [ReportAccount(account=accounts[x.id],
-        def get_url(account: Account) -> str:
-            """Returns the ledger URL of an account.
-
-            :param account: The account.
-            :return: The ledger URL of the account.
-            """
-            if self.__period.is_default:
-                return url_for("accounting.report.ledger-default",
-                               currency=self.__currency, account=account)
-            return url_for("accounting.report.ledger",
-                           currency=self.__currency, account=account,
-                           period=self.__period)
-
-        return [IncomeStatementAccount(account=accounts[x.account_id],
                               amount=x.balance,
-                                       url=get_url(accounts[x.account_id]))
+                              url=ledger_url(self.__currency,
+                                             accounts[x.id],
+                                             self.__period))
                 for x in balances]
 
     def csv(self) -> Response:
@@ -310,7 +287,8 @@ class IncomeStatement(BaseReport):
         :return: The response of the report for download.
         """
         filename: str = "income-statement-{currency}-{period}.csv"\
-            .format(currency=self.__currency.code, period=self.__period.spec)
+            .format(currency=self.__currency.code,
+                    period=period_spec(self.__period))
         return csv_download(filename, self.__get_csv_rows())
 
     def __get_csv_rows(self) -> list[CSVRow]:
@@ -339,8 +317,7 @@ class IncomeStatement(BaseReport):
 
         :return: The report as HTML.
         """
-        params: IncomeStatementPageParams = IncomeStatementPageParams(
+        params: PageParams = PageParams(currency=self.__currency,
-            currency=self.__currency,
                                         period=self.__period,
                                         has_data=self.__has_data,
                                         sections=self.__sections)

src/accounting/report/reports/journal.py

@@ -22,56 +22,49 @@ from decimal import Decimal
 
 import sqlalchemy as sa
 from flask import render_template, Response
+from sqlalchemy.orm import selectinload
 
-from accounting import db
 from accounting.locale import gettext
 from accounting.models import Currency, Account, Transaction, JournalEntry
-from accounting.report.period import Period
+from accounting.report.period import Period, PeriodChooser
+from accounting.report.utils.base_page_params import BasePageParams
+from accounting.report.utils.base_report import BaseReport
+from accounting.report.utils.csv_export import BaseCSVRow, csv_download, \
+    period_spec
+from accounting.report.utils.report_chooser import ReportChooser
+from accounting.report.utils.report_type import ReportType
+from accounting.report.utils.urls import journal_url
 from accounting.utils.pagination import Pagination
-from .utils.base_report import BaseReport
-from .utils.csv_export import BaseCSVRow, csv_download
-from .utils.page_params import PageParams
-from .utils.period_choosers import JournalPeriodChooser
-from .utils.report_chooser import ReportChooser
-from .utils.report_type import ReportType
 
 
-class Entry:
+class ReportEntry:
-    """An entry in the journal."""
+    """An entry in the report."""
 
-    def __init__(self, entry: JournalEntry | None = None):
+    def __init__(self, entry: JournalEntry):
-        """Constructs the entry in the journal.
+        """Constructs the entry in the report.
 
         :param entry: The journal entry.
         """
-        self.entry: JournalEntry | None = None
+        self.entry: JournalEntry = entry
         """The journal entry."""
-        self.transaction: Transaction | None = None
+        self.transaction: Transaction = entry.transaction
         """The transaction."""
-        self.is_total: bool = False
+        self.currency: Currency = entry.currency
-        """Whether this is the total entry."""
-        self.currency: Currency | None = None
         """The account."""
-        self.account: Account | None = None
+        self.account: Account = entry.account
         """The account."""
-        self.summary: str | None = None
+        self.summary: str | None = entry.summary
         """The summary."""
-        self.debit: Decimal | None = None
+        self.debit: Decimal | None = entry.debit
         """The debit amount."""
-        self.credit: Decimal | None = None
+        self.credit: Decimal | None = entry.credit
         """The credit amount."""
-        self.amount: Decimal | None = None
+        self.amount: Decimal = entry.amount
         """The amount."""
-        if entry is not None:
-            self.entry = entry
-            self.summary = entry.summary
-            self.debit = entry.amount if entry.is_debit else None
-            self.credit = None if entry.is_debit else entry.amount
-            self.amount = entry.amount
 
 
 class CSVRow(BaseCSVRow):
-    """A row in the CSV journal."""
+    """A row in the CSV."""
 
     def __init__(self, txn_date: str | date,
                  currency: str,
@@ -80,7 +73,7 @@ class CSVRow(BaseCSVRow):
                  debit: str | Decimal | None,
                  credit: str | Decimal | None,
                  note: str | None):
-        """Constructs a row in the CSV journal.
+        """Constructs a row in the CSV.
 
         :param txn_date: The transaction date.
         :param summary: The summary.
@@ -113,25 +106,25 @@ class CSVRow(BaseCSVRow):
                 self.debit, self.credit, self.note]
 
 
-class JournalPageParams(PageParams):
+class PageParams(BasePageParams):
-    """The HTML parameters of the journal."""
+    """The HTML page parameters."""
 
     def __init__(self, period: Period,
-                 pagination: Pagination[Entry],
+                 pagination: Pagination[JournalEntry],
-                 entries: list[Entry]):
+                 entries: list[JournalEntry]):
-        """Constructs the HTML parameters of the journal.
+        """Constructs the HTML page parameters.
 
         :param period: The period.
         :param entries: The journal entries.
         """
         self.period: Period = period
         """The period."""
-        self.pagination: Pagination[Entry] = pagination
+        self.pagination: Pagination[JournalEntry] = pagination
         """The pagination."""
-        self.entries: list[Entry] = entries
+        self.entries: list[JournalEntry] = entries
         """The entries."""
-        self.period_chooser: JournalPeriodChooser \
+        self.period_chooser: PeriodChooser = PeriodChooser(
-            = JournalPeriodChooser()
+            lambda x: journal_url(x))
         """The period chooser."""
 
     @property
@@ -152,25 +145,21 @@ class JournalPageParams(PageParams):
                              period=self.period)
 
 
-def _populate_entries(entries: list[Entry]) -> None:
+def get_csv_rows(entries: list[JournalEntry]) -> list[CSVRow]:
-    """Populates the journal entries with relative data.
+    """Composes and returns the CSV rows from the report entries.
 
-    :param entries: The journal entries.
+    :param entries: The report entries.
-    :return: None.
+    :return: The CSV rows.
     """
-    transactions: dict[int, Transaction] \
+    rows: list[CSVRow] = [CSVRow(gettext("Date"), gettext("Currency"),
-        = {x.id: x for x in Transaction.query.filter(
+                                 gettext("Account"), gettext("Summary"),
-           Transaction.id.in_({x.entry.transaction_id for x in entries}))}
+                                 gettext("Debit"), gettext("Credit"),
-    accounts: dict[int, Account] \
+                                 gettext("Note"))]
-        = {x.id: x for x in Account.query.filter(
+    rows.extend([CSVRow(x.transaction.date, x.currency.code,
-           Account.id.in_({x.entry.account_id for x in entries}))}
+                        str(x.account).title(), x.summary,
-    currencies: dict[int, Currency] \
+                        x.debit, x.credit, x.transaction.note)
-        = {x.code: x for x in Currency.query.filter(
+                 for x in entries])
-           Currency.code.in_({x.entry.currency_code for x in entries}))}
+    return rows
-    for entry in entries:
-        entry.transaction = transactions[entry.entry.transaction_id]
-        entry.account = accounts[entry.entry.account_id]
-        entry.currency = currencies[entry.entry.currency_code]
 
 
 class Journal(BaseReport):
@@ -181,13 +170,12 @@ class Journal(BaseReport):
 
         :param period: The period.
         """
-        """The account."""
         self.__period: Period = period
         """The period."""
-        self.__entries: list[Entry] = self.__query_entries()
+        self.__entries: list[JournalEntry] = self.__query_entries()
         """The journal entries."""
 
-    def __query_entries(self) -> list[Entry]:
+    def __query_entries(self) -> list[JournalEntry]:
         """Queries and returns the journal entries.
 
         :return: The journal entries.
@@ -197,47 +185,32 @@ class Journal(BaseReport):
             conditions.append(Transaction.date >= self.__period.start)
         if self.__period.end is not None:
             conditions.append(Transaction.date <= self.__period.end)
-        return [Entry(x) for x in db.session
+        return JournalEntry.query.join(Transaction)\
-                .query(JournalEntry).join(Transaction).filter(*conditions)
+            .filter(*conditions)\
             .order_by(Transaction.date,
                       JournalEntry.is_debit.desc(),
-                          JournalEntry.no).all()]
+                      JournalEntry.no)\
+            .options(selectinload(JournalEntry.account),
+                     selectinload(JournalEntry.currency),
+                     selectinload(JournalEntry.transaction)).all()
 
     def csv(self) -> Response:
         """Returns the report as CSV for download.
 
         :return: The response of the report for download.
         """
-        filename: str = f"journal-{self.__period.spec}.csv"
+        filename: str = f"journal-{period_spec(self.__period)}.csv"
-        return csv_download(filename, self.__get_csv_rows())
+        return csv_download(filename, get_csv_rows(self.__entries))
-
-    def __get_csv_rows(self) -> list[CSVRow]:
-        """Composes and returns the CSV rows.
-
-        :return: The CSV rows.
-        """
-        _populate_entries(self.__entries)
-        rows: list[CSVRow] = [CSVRow(gettext("Date"), gettext("Currency"),
-                                     gettext("Account"), gettext("Summary"),
-                                     gettext("Debit"), gettext("Credit"),
-                                     gettext("Note"))]
-        rows.extend([CSVRow(x.transaction.date, x.currency.code,
-                            str(x.account).title(), x.summary,
-                            x.debit, x.credit, x.transaction.note)
-                     for x in self.__entries])
-        return rows
 
     def html(self) -> str:
         """Composes and returns the report as HTML.
 
         :return: The report as HTML.
         """
-        pagination: Pagination[Entry] = Pagination[Entry](self.__entries)
+        pagination: Pagination[JournalEntry] \
-        page_entries: list[Entry] = pagination.list
+            = Pagination[JournalEntry](self.__entries)
-        _populate_entries(page_entries)
+        params: PageParams = PageParams(period=self.__period,
-        params: JournalPageParams = JournalPageParams(
-            period=self.__period,
                                         pagination=pagination,
-            entries=page_entries)
+                                        entries=pagination.list)
         return render_template("accounting/report/journal.html",
                                report=params)

src/accounting/report/reports/ledger.py

@@ -22,41 +22,37 @@ from decimal import Decimal
 
 import sqlalchemy as sa
 from flask import url_for, render_template, Response
+from sqlalchemy.orm import selectinload
 
 from accounting import db
 from accounting.locale import gettext
 from accounting.models import Currency, Account, Transaction, JournalEntry
-from accounting.report.period import Period
+from accounting.report.period import Period, PeriodChooser
+from accounting.report.utils.base_page_params import BasePageParams
+from accounting.report.utils.base_report import BaseReport
+from accounting.report.utils.csv_export import BaseCSVRow, csv_download, \
+    period_spec
+from accounting.report.utils.option_link import OptionLink
+from accounting.report.utils.report_chooser import ReportChooser
+from accounting.report.utils.report_type import ReportType
+from accounting.report.utils.urls import ledger_url
 from accounting.utils.pagination import Pagination
-from .utils.base_report import BaseReport
-from .utils.csv_export import BaseCSVRow, csv_download
-from .utils.option_link import OptionLink
-from .utils.page_params import PageParams
-from .utils.period_choosers import LedgerPeriodChooser
-from .utils.report_chooser import ReportChooser
-from .utils.report_type import ReportType
 
 
-class Entry:
+class ReportEntry:
-    """An entry in the ledger."""
+    """An entry in the report."""
 
     def __init__(self, entry: JournalEntry | None = None):
-        """Constructs the entry in the ledger.
+        """Constructs the entry in the report.
 
         :param entry: The journal entry.
         """
-        self.entry: JournalEntry | None = None
-        """The journal entry."""
-        self.transaction: Transaction | None = None
-        """The transaction."""
         self.is_brought_forward: bool = False
         """Whether this is the brought-forward entry."""
         self.is_total: bool = False
         """Whether this is the total entry."""
         self.date: date | None = None
         """The date."""
-        self.account: Account | None = None
-        """The account."""
         self.summary: str | None = None
         """The summary."""
         self.debit: Decimal | None = None
@@ -67,18 +63,23 @@ class Entry:
         """The balance."""
         self.note: str | None = None
         """The note."""
+        self.url: str | None = None
+        """The URL to the journal entry."""
         if entry is not None:
-            self.entry = entry
+            self.date = entry.transaction.date
             self.summary = entry.summary
             self.debit = entry.amount if entry.is_debit else None
             self.credit = None if entry.is_debit else entry.amount
+            self.note = entry.transaction.note
+            self.url = url_for("accounting.transaction.detail",
+                               txn=entry.transaction)
 
 
 class EntryCollector:
-    """The ledger entry collector."""
+    """The report entry collector."""
 
     def __init__(self, currency: Currency, account: Account, period: Period):
-        """Constructs the ledger entry collector.
+        """Constructs the report entry collector.
 
         :param currency: The currency.
         :param account: The account.
@@ -90,25 +91,27 @@ class EntryCollector:
         """The account."""
         self.__period: Period = period
         """The period"""
-        self.brought_forward: Entry | None
+        self.brought_forward: ReportEntry | None
         """The brought-forward entry."""
-        self.entries: list[Entry]
+        self.entries: list[ReportEntry]
-        """The ledger entries."""
+        """The report entries."""
-        self.total: Entry | None
+        self.total: ReportEntry | None
         """The total entry."""
         self.brought_forward = self.__get_brought_forward_entry()
         self.entries = self.__query_entries()
         self.total = self.__get_total_entry()
         self.__populate_balance()
 
-    def __get_brought_forward_entry(self) -> Entry | None:
+    def __get_brought_forward_entry(self) -> ReportEntry | None:
         """Queries, composes and returns the brought-forward entry.
 
-        :return: The brought-forward entry, or None if the ledger starts from
+        :return: The brought-forward entry, or None if the report starts from
             the beginning.
         """
         if self.__period.start is None:
             return None
+        if self.__account.base_code[0] not in {"1", "2", "3"}:
+            return None
         balance_func: sa.Function = sa.func.sum(sa.case(
             (JournalEntry.is_debit, JournalEntry.amount),
             else_=-JournalEntry.amount))
@@ -119,7 +122,7 @@ class EntryCollector:
         balance: int | None = db.session.scalar(select)
         if balance is None:
             return None
-        entry: Entry = Entry()
+        entry: ReportEntry = ReportEntry()
         entry.is_brought_forward = True
         entry.date = self.__period.start
         entry.summary = gettext("Brought forward")
@@ -130,10 +133,10 @@ class EntryCollector:
         entry.balance = balance
         return entry
 
-    def __query_entries(self) -> list[Entry]:
+    def __query_entries(self) -> list[ReportEntry]:
-        """Queries and returns the ledger entries.
+        """Queries and returns the report entries.
 
-        :return: The ledger entries.
+        :return: The report entries.
         """
         conditions: list[sa.BinaryExpression] \
             = [JournalEntry.currency_code == self.__currency.code,
@@ -142,20 +145,21 @@ class EntryCollector:
             conditions.append(Transaction.date >= self.__period.start)
         if self.__period.end is not None:
             conditions.append(Transaction.date <= self.__period.end)
-        return [Entry(x) for x in JournalEntry.query.join(Transaction)
+        return [ReportEntry(x) for x in JournalEntry.query.join(Transaction)
                 .filter(*conditions)
                 .order_by(Transaction.date,
                           JournalEntry.is_debit.desc(),
-                          JournalEntry.no).all()]
+                          JournalEntry.no)
+                .options(selectinload(JournalEntry.transaction)).all()]
 
-    def __get_total_entry(self) -> Entry | None:
+    def __get_total_entry(self) -> ReportEntry | None:
         """Composes the total entry.
 
         :return: The total entry, or None if there is no data.
         """
         if self.brought_forward is None and len(self.entries) == 0:
             return None
-        entry: Entry = Entry()
+        entry: ReportEntry = ReportEntry()
         entry.is_total = True
         entry.summary = gettext("Total")
         entry.debit = sum([x.debit for x in self.entries
@@ -183,7 +187,7 @@ class EntryCollector:
 
 
 class CSVRow(BaseCSVRow):
-    """A row in the CSV ledger."""
+    """A row in the CSV."""
 
     def __init__(self, txn_date: date | str | None,
                  summary: str | None,
@@ -191,7 +195,7 @@ class CSVRow(BaseCSVRow):
                  credit: str | Decimal | None,
                  balance: str | Decimal | None,
                  note: str | None):
-        """Constructs a row in the CSV ledger.
+        """Constructs a row in the CSV.
 
         :param txn_date: The transaction date.
         :param summary: The summary.
@@ -223,25 +227,25 @@ class CSVRow(BaseCSVRow):
                 self.debit, self.credit, self.balance, self.note]
 
 
-class LedgerPageParams(PageParams):
+class PageParams(BasePageParams):
-    """The HTML parameters of the ledger."""
+    """The HTML page parameters."""
 
     def __init__(self, currency: Currency,
                  account: Account,
                  period: Period,
                  has_data: bool,
-                 pagination: Pagination[Entry],
+                 pagination: Pagination[ReportEntry],
-                 brought_forward: Entry | None,
+                 brought_forward: ReportEntry | None,
-                 entries: list[Entry],
+                 entries: list[ReportEntry],
-                 total: Entry | None):
+                 total: ReportEntry | None):
-        """Constructs the HTML parameters of the ledger.
+        """Constructs the HTML page parameters.
 
         :param currency: The currency.
         :param account: The account.
         :param period: The period.
         :param has_data: True if there is any data, or False otherwise.
         :param brought_forward: The brought-forward entry.
-        :param entries: The ledger entries.
+        :param entries: The report entries.
         :param total: The total entry.
         """
         self.currency: Currency = currency
@@ -252,16 +256,16 @@ class LedgerPageParams(PageParams):
         """The period."""
         self.__has_data: bool = has_data
         """True if there is any data, or False otherwise."""
-        self.pagination: Pagination[Entry] = pagination
+        self.pagination: Pagination[ReportEntry] = pagination
         """The pagination."""
-        self.brought_forward: Entry | None = brought_forward
+        self.brought_forward: ReportEntry | None = brought_forward
         """The brought-forward entry."""
-        self.entries: list[Entry] = entries
+        self.entries: list[ReportEntry] = entries
         """The entries."""
-        self.total: Entry | None = total
+        self.total: ReportEntry | None = total
         """The total entry."""
-        self.period_chooser: LedgerPeriodChooser \
+        self.period_chooser: PeriodChooser = PeriodChooser(
-            = LedgerPeriodChooser(currency, account)
+            lambda x: ledger_url(currency, account, x))
         """The period chooser."""
 
     @property
@@ -289,20 +293,8 @@ class LedgerPageParams(PageParams):
 
         :return: The currency options.
         """
-        def get_url(currency: Currency):
+        return self._get_currency_options(
-            if self.period.is_default:
+            lambda x: ledger_url(x, self.account, self.period), self.currency)
-                return url_for("accounting.report.ledger-default",
-                               currency=currency, account=self.account)
-            return url_for("accounting.report.ledger",
-                           currency=currency, account=self.account,
-                           period=self.period)
-
-        in_use: set[str] = set(db.session.scalars(
-            sa.select(JournalEntry.currency_code)
-            .group_by(JournalEntry.currency_code)).all())
-        return [OptionLink(str(x), get_url(x), x.code == self.currency.code)
-                for x in Currency.query.filter(Currency.code.in_(in_use))
-                .order_by(Currency.code).all()]
 
     @property
     def account_options(self) -> list[OptionLink]:
@@ -310,39 +302,15 @@ class LedgerPageParams(PageParams):
 
         :return: The account options.
         """
-        def get_url(account: Account):
-            if self.period.is_default:
-                return url_for("accounting.report.ledger-default",
-                               currency=self.currency, account=account)
-            return url_for("accounting.report.ledger",
-                           currency=self.currency, account=account,
-                           period=self.period)
-
         in_use: sa.Select = sa.Select(JournalEntry.account_id)\
             .filter(JournalEntry.currency_code == self.currency.code)\
             .group_by(JournalEntry.account_id)
-        return [OptionLink(str(x), get_url(x), x.id == self.account.id)
+        return [OptionLink(str(x), ledger_url(self.currency, x, self.period),
+                           x.id == self.account.id)
                 for x in Account.query.filter(Account.id.in_(in_use))
                 .order_by(Account.base_code, Account.no).all()]
 
 
-def _populate_entries(entries: list[Entry]) -> None:
-    """Populates the ledger entries with relative data.
-
-    :param entries: The ledger entries.
-    :return: None.
-    """
-    transactions: dict[int, Transaction] \
-        = {x.id: x for x in Transaction.query.filter(
-           Transaction.id.in_({x.entry.transaction_id for x in entries
-                               if x.entry is not None}))}
-    for entry in entries:
-        if entry.entry is not None:
-            entry.transaction = transactions[entry.entry.transaction_id]
-            entry.date = entry.transaction.date
-            entry.note = entry.transaction.note
-
-
 class Ledger(BaseReport):
     """The ledger."""
 
@@ -361,11 +329,11 @@ class Ledger(BaseReport):
         """The period."""
         collector: EntryCollector = EntryCollector(
             self.__currency, self.__account, self.__period)
-        self.__brought_forward: Entry | None = collector.brought_forward
+        self.__brought_forward: ReportEntry | None = collector.brought_forward
         """The brought-forward entry."""
-        self.__entries: list[Entry] = collector.entries
+        self.__entries: list[ReportEntry] = collector.entries
-        """The ledger entries."""
+        """The report entries."""
-        self.__total: Entry | None = collector.total
+        self.__total: ReportEntry | None = collector.total
         """The total entry."""
 
     def csv(self) -> Response:
@@ -375,7 +343,7 @@ class Ledger(BaseReport):
         """
         filename: str = "ledger-{currency}-{account}-{period}.csv"\
             .format(currency=self.__currency.code, account=self.__account.code,
-                    period=self.__period.spec)
+                    period=period_spec(self.__period))
         return csv_download(filename, self.__get_csv_rows())
 
     def __get_csv_rows(self) -> list[CSVRow]:
@@ -383,7 +351,6 @@ class Ledger(BaseReport):
 
         :return: The CSV rows.
         """
-        _populate_entries(self.__entries)
         rows: list[CSVRow] = [CSVRow(gettext("Date"), gettext("Summary"),
                                      gettext("Debit"), gettext("Credit"),
                                      gettext("Balance"), gettext("Note"))]
@@ -408,26 +375,25 @@ class Ledger(BaseReport):
 
         :return: The report as HTML.
         """
-        all_entries: list[Entry] = []
+        all_entries: list[ReportEntry] = []
         if self.__brought_forward is not None:
             all_entries.append(self.__brought_forward)
         all_entries.extend(self.__entries)
         if self.__total is not None:
             all_entries.append(self.__total)
-        pagination: Pagination[Entry] = Pagination[Entry](all_entries)
+        pagination: Pagination[ReportEntry] \
-        page_entries: list[Entry] = pagination.list
+            = Pagination[ReportEntry](all_entries)
+        page_entries: list[ReportEntry] = pagination.list
         has_data: bool = len(page_entries) > 0
-        _populate_entries(page_entries)
+        brought_forward: ReportEntry | None = None
-        brought_forward: Entry | None = None
         if len(page_entries) > 0 and page_entries[0].is_brought_forward:
             brought_forward = page_entries[0]
             page_entries = page_entries[1:]
-        total: Entry | None = None
+        total: ReportEntry | None = None
         if len(page_entries) > 0 and page_entries[-1].is_total:
             total = page_entries[-1]
             page_entries = page_entries[:-1]
-        params: LedgerPageParams = LedgerPageParams(
+        params: PageParams = PageParams(currency=self.__currency,
-            currency=self.__currency,
                                         account=self.__account,
                                         period=self.__period,
                                         has_data=has_data,

src/accounting/report/reports/search.py

@@ -17,163 +17,35 @@
 """The search.
 
 """
-from datetime import date, datetime
+from datetime import datetime
 from decimal import Decimal
 
 import sqlalchemy as sa
 from flask import Response, render_template, request
+from sqlalchemy.orm import selectinload
 
 from accounting.locale import gettext
 from accounting.models import Currency, CurrencyL10n, Account, AccountL10n, \
     Transaction, JournalEntry
+from accounting.report.utils.base_page_params import BasePageParams
+from accounting.report.utils.base_report import BaseReport
+from accounting.report.utils.csv_export import csv_download
+from accounting.report.utils.report_chooser import ReportChooser
+from accounting.report.utils.report_type import ReportType
 from accounting.utils.pagination import Pagination
 from accounting.utils.query import parse_query_keywords
-from .utils.base_report import BaseReport
+from .journal import get_csv_rows
-from .utils.csv_export import BaseCSVRow, csv_download
-from .utils.page_params import PageParams
-from .utils.report_chooser import ReportChooser
-from .utils.report_type import ReportType
 
 
-class Entry:
+class EntryCollector:
-    """An entry in the search result."""
+    """The report entry collector."""
-
-    def __init__(self, entry: JournalEntry | None = None):
-        """Constructs the entry in the search result.
-
-        :param entry: The journal entry.
-        """
-        self.entry: JournalEntry | None = None
-        """The journal entry."""
-        self.transaction: Transaction | None = None
-        """The transaction."""
-        self.is_total: bool = False
-        """Whether this is the total entry."""
-        self.currency: Currency | None = None
-        """The account."""
-        self.account: Account | None = None
-        """The account."""
-        self.summary: str | None = None
-        """The summary."""
-        self.debit: Decimal | None = None
-        """The debit amount."""
-        self.credit: Decimal | None = None
-        """The credit amount."""
-        self.amount: Decimal | None = None
-        """The amount."""
-        if entry is not None:
-            self.entry = entry
-            self.summary = entry.summary
-            self.debit = entry.amount if entry.is_debit else None
-            self.credit = None if entry.is_debit else entry.amount
-            self.amount = entry.amount
-
-
-class CSVRow(BaseCSVRow):
-    """A row in the CSV search result."""
-
-    def __init__(self, txn_date: str | date,
-                 currency: str,
-                 account: str,
-                 summary: str | None,
-                 debit: str | Decimal | None,
-                 credit: str | Decimal | None,
-                 note: str | None):
-        """Constructs a row in the CSV search result.
-
-        :param txn_date: The transaction date.
-        :param summary: The summary.
-        :param debit: The debit amount.
-        :param credit: The credit amount.
-        :param note: The note.
-        """
-        self.date: str | date = txn_date
-        """The date."""
-        self.currency: str = currency
-        """The currency."""
-        self.account: str = account
-        """The account."""
-        self.summary: str | None = summary
-        """The summary."""
-        self.debit: str | Decimal | None = debit
-        """The debit amount."""
-        self.credit: str | Decimal | None = credit
-        """The credit amount."""
-        self.note: str | None = note
-        """The note."""
-
-    @property
-    def values(self) -> list[str | Decimal | None]:
-        """Returns the values of the row.
-
-        :return: The values of the row.
-        """
-        return [self.date, self.currency, self.account, self.summary,
-                self.debit, self.credit, self.note]
-
-
-class SearchPageParams(PageParams):
-    """The HTML parameters of the search result."""
-
-    def __init__(self, pagination: Pagination[Entry],
-                 entries: list[Entry]):
-        """Constructs the HTML parameters of the search result.
-
-        :param entries: The search result entries.
-        """
-        self.pagination: Pagination[Entry] = pagination
-        """The pagination."""
-        self.entries: list[Entry] = entries
-        """The entries."""
-
-    @property
-    def has_data(self) -> bool:
-        """Returns whether there is any data on the page.
-
-        :return: True if there is any data, or False otherwise.
-        """
-        return len(self.entries) > 0
-
-    @property
-    def report_chooser(self) -> ReportChooser:
-        """Returns the report chooser.
-
-        :return: The report chooser.
-        """
-        return ReportChooser(ReportType.SEARCH)
-
-
-def _populate_entries(entries: list[Entry]) -> None:
-    """Populates the search result entries with relative data.
-
-    :param entries: The search result entries.
-    :return: None.
-    """
-    transactions: dict[int, Transaction] \
-        = {x.id: x for x in Transaction.query.filter(
-           Transaction.id.in_({x.entry.transaction_id for x in entries}))}
-    accounts: dict[int, Account] \
-        = {x.id: x for x in Account.query.filter(
-           Account.id.in_({x.entry.account_id for x in entries}))}
-    currencies: dict[int, Currency] \
-        = {x.code: x for x in Currency.query.filter(
-           Currency.code.in_({x.entry.currency_code for x in entries}))}
-    for entry in entries:
-        entry.transaction = transactions[entry.entry.transaction_id]
-        entry.account = accounts[entry.entry.account_id]
-        entry.currency = currencies[entry.entry.currency_code]
-
-
-class Search(BaseReport):
-    """The search."""
 
     def __init__(self):
-        """Constructs a search."""
+        """Constructs the report entry collector."""
-        """The account."""
+        self.entries: list[JournalEntry] = self.__query_entries()
-        self.__entries: list[Entry] = self.__query_entries()
+        """The report entries."""
-        """The journal entries."""
 
-    def __query_entries(self) -> list[Entry]:
+    def __query_entries(self) -> list[JournalEntry]:
         """Queries and returns the journal entries.
 
         :return: The journal entries.
@@ -183,15 +55,23 @@ class Search(BaseReport):
             return []
         conditions: list[sa.BinaryExpression] = []
         for k in keywords:
-            conditions.append(sa.or_(
+            sub_conditions: list[sa.BinaryExpression] \
-                JournalEntry.summary.contains(k),
+                = [JournalEntry.summary.contains(k),
-                sa.cast(JournalEntry.amount, sa.String).contains(k),
+                   JournalEntry.account_id.in_(
-                JournalEntry.account_id.in_(self.__get_account_condition(k)),
+                       self.__get_account_condition(k)),
                    JournalEntry.currency_code.in_(
                        self.__get_currency_condition(k)),
                    JournalEntry.transaction_id.in_(
-                    self.__get_transaction_condition(k))))
+                       self.__get_transaction_condition(k))]
-        return [Entry(x) for x in JournalEntry.query.filter(*conditions)]
+            try:
+                sub_conditions.append(JournalEntry.amount == Decimal(k))
+            except ArithmeticError:
+                pass
+            conditions.append(sa.or_(*sub_conditions))
+        return JournalEntry.query.filter(*conditions)\
+            .options(selectinload(JournalEntry.account),
+                     selectinload(JournalEntry.currency),
+                     selectinload(JournalEntry.transaction)).all()
 
     @staticmethod
     def __get_account_condition(k: str) -> sa.Select:
@@ -211,8 +91,8 @@ class Search(BaseReport):
                Account.title_l10n.contains(k),
                code.contains(k),
                Account.id.in_(select_l10n)]
-        if k in gettext("Pay-off needed"):
+        if k in gettext("Need offset"):
-            conditions.append(Account.is_pay_off_needed)
+            conditions.append(Account.is_offset_needed)
         return sa.select(Account.id).filter(sa.or_(*conditions))
 
     @staticmethod
@@ -236,8 +116,7 @@ class Search(BaseReport):
         :param k: The keyword.
         :return: The condition to filter the transaction.
         """
-        conditions: list[sa.BinaryExpression] \
+        conditions: list[sa.BinaryExpression] = [Transaction.note.contains(k)]
-            = [Transaction.note.contains(k)]
         txn_date: datetime
         try:
             txn_date = datetime.strptime(k, "%Y")
@@ -261,39 +140,62 @@ class Search(BaseReport):
             pass
         return sa.select(Transaction.id).filter(sa.or_(*conditions))
 
+
+class PageParams(BasePageParams):
+    """The HTML page parameters."""
+
+    def __init__(self, pagination: Pagination[JournalEntry],
+                 entries: list[JournalEntry]):
+        """Constructs the HTML page parameters.
+
+        :param entries: The search result entries.
+        """
+        self.pagination: Pagination[JournalEntry] = pagination
+        """The pagination."""
+        self.entries: list[JournalEntry] = entries
+        """The entries."""
+
+    @property
+    def has_data(self) -> bool:
+        """Returns whether there is any data on the page.
+
+        :return: True if there is any data, or False otherwise.
+        """
+        return len(self.entries) > 0
+
+    @property
+    def report_chooser(self) -> ReportChooser:
+        """Returns the report chooser.
+
+        :return: The report chooser.
+        """
+        return ReportChooser(ReportType.SEARCH)
+
+
+class Search(BaseReport):
+    """The search."""
+
+    def __init__(self):
+        """Constructs a search."""
+        self.__entries: list[JournalEntry] = EntryCollector().entries
+        """The journal entries."""
+
     def csv(self) -> Response:
         """Returns the report as CSV for download.
 
         :return: The response of the report for download.
         """
         filename: str = "search-{q}.csv".format(q=request.args["q"])
-        return csv_download(filename, self.__get_csv_rows())
+        return csv_download(filename, get_csv_rows(self.__entries))
-
-    def __get_csv_rows(self) -> list[CSVRow]:
-        """Composes and returns the CSV rows.
-
-        :return: The CSV rows.
-        """
-        _populate_entries(self.__entries)
-        rows: list[CSVRow] = [CSVRow(gettext("Date"), gettext("Currency"),
-                                     gettext("Account"), gettext("Summary"),
-                                     gettext("Debit"), gettext("Credit"),
-                                     gettext("Note"))]
-        rows.extend([CSVRow(x.transaction.date, x.currency.code,
-                            str(x.account).title(), x.summary,
-                            x.debit, x.credit, x.transaction.note)
-                     for x in self.__entries])
-        return rows
 
     def html(self) -> str:
         """Composes and returns the report as HTML.
 
         :return: The report as HTML.
         """
-        pagination: Pagination[Entry] = Pagination[Entry](self.__entries)
+        pagination: Pagination[JournalEntry] \
-        page_entries: list[Entry] = pagination.list
+            = Pagination[JournalEntry](self.__entries)
-        _populate_entries(page_entries)
+        params: PageParams = PageParams(pagination=pagination,
-        params: SearchPageParams = SearchPageParams(pagination=pagination,
+                                        entries=pagination.list)
-                                                    entries=page_entries)
         return render_template("accounting/report/search.html",
                                report=params)

src/accounting/report/reports/trial_balance.py

@@ -20,26 +20,27 @@
 from decimal import Decimal
 
 import sqlalchemy as sa
-from flask import url_for, Response, render_template
+from flask import Response, render_template
 
 from accounting import db
 from accounting.locale import gettext
 from accounting.models import Currency, Account, Transaction, JournalEntry
-from accounting.report.period import Period
+from accounting.report.period import Period, PeriodChooser
-from .utils.base_report import BaseReport
+from accounting.report.utils.base_page_params import BasePageParams
-from .utils.csv_export import BaseCSVRow, csv_download
+from accounting.report.utils.base_report import BaseReport
-from .utils.option_link import OptionLink
+from accounting.report.utils.csv_export import BaseCSVRow, csv_download, \
-from .utils.page_params import PageParams
+    period_spec
-from .utils.period_choosers import TrialBalancePeriodChooser
+from accounting.report.utils.option_link import OptionLink
-from .utils.report_chooser import ReportChooser
+from accounting.report.utils.report_chooser import ReportChooser
-from .utils.report_type import ReportType
+from accounting.report.utils.report_type import ReportType
+from accounting.report.utils.urls import ledger_url, trial_balance_url
 
 
-class TrialBalanceAccount:
+class ReportAccount:
-    """An account in the trial balance."""
+    """An account in the report."""
 
     def __init__(self, account: Account, amount: Decimal, url: str):
-        """Constructs an account in the trial balance.
+        """Constructs an account in the report.
 
         :param account: The account.
         :param amount: The amount.
@@ -55,8 +56,8 @@ class TrialBalanceAccount:
         """The URL to the ledger of the account."""
 
 
-class TrialBalanceTotal:
+class Total:
-    """The total in the trial balance."""
+    """The totals."""
 
     def __init__(self, debit: Decimal, credit: Decimal):
         """Constructs the total in the trial balance.
@@ -71,12 +72,12 @@ class TrialBalanceTotal:
 
 
 class CSVRow(BaseCSVRow):
-    """A row in the CSV trial balance."""
+    """A row in the CSV."""
 
     def __init__(self, text: str | None,
                  debit: str | Decimal | None,
                  credit: str | Decimal | None):
-        """Constructs a row in the CSV trial balance.
+        """Constructs a row in the CSV.
 
         :param text: The text.
         :param debit: The debit amount.
@@ -98,14 +99,14 @@ class CSVRow(BaseCSVRow):
         return [self.text, self.debit, self.credit]
 
 
-class TrialBalancePageParams(PageParams):
+class PageParams(BasePageParams):
-    """The HTML parameters of the trial balance."""
+    """The HTML page parameters."""
 
     def __init__(self, currency: Currency,
                  period: Period,
-                 accounts: list[TrialBalanceAccount],
+                 accounts: list[ReportAccount],
-                 total: TrialBalanceTotal):
+                 total: Total):
-        """Constructs the HTML parameters of the trial balance.
+        """Constructs the HTML page parameters.
 
         :param currency: The currency.
         :param period: The period.
@@ -116,12 +117,12 @@ class TrialBalancePageParams(PageParams):
         """The currency."""
         self.period: Period = period
         """The period."""
-        self.accounts: list[TrialBalanceAccount] = accounts
+        self.accounts: list[ReportAccount] = accounts
         """The accounts in the trial balance."""
-        self.total: TrialBalanceTotal = total
+        self.total: Total = total
         """The total of the trial balance."""
-        self.period_chooser: TrialBalancePeriodChooser \
+        self.period_chooser: PeriodChooser = PeriodChooser(
-            = TrialBalancePeriodChooser(currency)
+            lambda x: trial_balance_url(currency, x))
         """The period chooser."""
 
     @property
@@ -148,19 +149,8 @@ class TrialBalancePageParams(PageParams):
 
         :return: The currency options.
         """
-        def get_url(currency: Currency):
+        return self._get_currency_options(
-            if self.period.is_default:
+            lambda x: trial_balance_url(x, self.period), self.currency)
-                return url_for("accounting.report.trial-balance-default",
-                               currency=currency)
-            return url_for("accounting.report.trial-balance",
-                           currency=currency, period=self.period)
-
-        in_use: set[str] = set(db.session.scalars(
-            sa.select(JournalEntry.currency_code)
-            .group_by(JournalEntry.currency_code)).all())
-        return [OptionLink(str(x), get_url(x), x.code == self.currency.code)
-                for x in Currency.query.filter(Currency.code.in_(in_use))
-                .order_by(Currency.code).all()]
 
 
 class TrialBalance(BaseReport):
@@ -176,9 +166,9 @@ class TrialBalance(BaseReport):
         """The currency."""
         self.__period: Period = period
         """The period."""
-        self.__accounts: list[TrialBalanceAccount]
+        self.__accounts: list[ReportAccount]
         """The accounts in the trial balance."""
-        self.__total: TrialBalanceTotal
+        self.__total: Total
         """The total of the trial balance."""
         self.__set_data()
 
@@ -196,35 +186,22 @@ class TrialBalance(BaseReport):
         balance_func: sa.Function = sa.func.sum(sa.case(
             (JournalEntry.is_debit, JournalEntry.amount),
             else_=-JournalEntry.amount)).label("balance")
-        select_balances: sa.Select \
+        select_balances: sa.Select = sa.select(Account.id, balance_func)\
-            = sa.select(Account.id, balance_func)\
             .join(Transaction).join(Account)\
             .filter(*conditions)\
-            .group_by(JournalEntry.account_id)\
+            .group_by(Account.id)\
             .order_by(Account.base_code, Account.no)
         balances: list[sa.Row] = db.session.execute(select_balances).all()
         accounts: dict[int, Account] \
             = {x.id: x for x in Account.query
                .filter(Account.id.in_([x.id for x in balances])).all()}
-
+        self.__accounts = [ReportAccount(account=accounts[x.id],
-        def get_url(account: Account) -> str:
-            """Returns the ledger URL of an account.
-
-            :param account: The account.
-            :return: The ledger URL of the account.
-            """
-            if self.__period.is_default:
-                return url_for("accounting.report.ledger-default",
-                               currency=self.__currency, account=account)
-            return url_for("accounting.report.ledger",
-                           currency=self.__currency, account=account,
-                           period=self.__period)
-
-        self.__accounts = [TrialBalanceAccount(account=accounts[x.id],
                                          amount=x.balance,
-                                               url=get_url(accounts[x.id]))
+                                         url=ledger_url(self.__currency,
+                                                        accounts[x.id],
+                                                        self.__period))
                            for x in balances]
-        self.__total = TrialBalanceTotal(
+        self.__total = Total(
             sum([x.debit for x in self.__accounts if x.debit is not None]),
             sum([x.credit for x in self.__accounts if x.credit is not None]))
 
@@ -234,7 +211,8 @@ class TrialBalance(BaseReport):
         :return: The response of the report for download.
         """
         filename: str = "trial-balance-{currency}-{period}.csv"\
-            .format(currency=self.__currency.code, period=self.__period.spec)
+            .format(currency=self.__currency.code,
+                    period=period_spec(self.__period))
         return csv_download(filename, self.__get_csv_rows())
 
     def __get_csv_rows(self) -> list[CSVRow]:
@@ -255,8 +233,7 @@ class TrialBalance(BaseReport):
 
         :return: The report as HTML.
         """
-        params: TrialBalancePageParams = TrialBalancePageParams(
+        params: PageParams = PageParams(currency=self.__currency,
-            currency=self.__currency,
                                         period=self.__period,
                                         accounts=self.__accounts,
                                         total=self.__total)

src/accounting/report/reports/utils/csv_export.py

@@ -1,54 +0,0 @@
-# The Mia! Accounting Flask Project.
-# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/7
-
-#  Copyright (c) 2023 imacat.
-#
-#  Licensed under the Apache License, Version 2.0 (the "License");
-#  you may not use this file except in compliance with the License.
-#  You may obtain a copy of the License at
-#
-#      http://www.apache.org/licenses/LICENSE-2.0
-#
-#  Unless required by applicable law or agreed to in writing, software
-#  distributed under the License is distributed on an "AS IS" BASIS,
-#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
-#  See the License for the specific language governing permissions and
-#  limitations under the License.
-"""The utility to export the report as CSV for download.
-
-"""
-import csv
-from abc import ABC, abstractmethod
-from decimal import Decimal
-from io import StringIO
-
-from flask import Response
-
-
-class BaseCSVRow(ABC):
-    """The base CSV row."""
-
-    @property
-    @abstractmethod
-    def values(self) -> list[str | Decimal | None]:
-        """Returns the values of the row.
-
-        :return: The values of the row.
-        """
-
-
-def csv_download(filename: str, rows: list[BaseCSVRow]) -> Response:
-    """Exports the data rows as a CSV file for download.
-
-    :param filename: The download file name.
-    :param rows: The data rows.
-    :return: The response for download the CSV file.
-    """
-    with StringIO() as fp:
-        writer = csv.writer(fp)
-        writer.writerows([x.values for x in rows])
-        fp.seek(0)
-        response: Response = Response(fp.read(), mimetype="text/csv")
-        response.headers["Content-Disposition"] \
-            = f"attachment; filename={filename}"
-        return response

src/accounting/report/reports/utils/period_choosers.py

@@ -1,220 +0,0 @@
-# The Mia! Accounting Flask Project.
-# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/4
-
-#  Copyright (c) 2023 imacat.
-#
-#  Licensed under the Apache License, Version 2.0 (the "License");
-#  you may not use this file except in compliance with the License.
-#  You may obtain a copy of the License at
-#
-#      http://www.apache.org/licenses/LICENSE-2.0
-#
-#  Unless required by applicable law or agreed to in writing, software
-#  distributed under the License is distributed on an "AS IS" BASIS,
-#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
-#  See the License for the specific language governing permissions and
-#  limitations under the License.
-"""The period choosers.
-
-This file is largely taken from the NanoParma ERP project, first written in
-2021/9/16 by imacat (imacat@nanoparma.com).
-
-"""
-import typing as t
-from abc import ABC, abstractmethod
-from datetime import date
-
-from flask import url_for
-
-from accounting.models import Currency, Account, Transaction
-from accounting.report.income_expense_account import IncomeExpensesAccount
-from accounting.report.period import YearPeriod, Period, ThisMonth, \
-    LastMonth, SinceLastMonth, ThisYear, LastYear, Today, Yesterday, \
-    TemplatePeriod
-
-
-class PeriodChooser(ABC):
-    """The period chooser."""
-
-    def __init__(self, start: date | None):
-        """Constructs a period chooser.
-
-        :param start: The start of the period.
-        """
-
-        # Shortcut periods
-        self.this_month_url: str = self._url_for(ThisMonth())
-        """The URL for this month."""
-        self.last_month_url: str = self._url_for(LastMonth())
-        """The URL for last month."""
-        self.since_last_month_url: str = self._url_for(SinceLastMonth())
-        """The URL since last mint."""
-        self.this_year_url: str = self._url_for(ThisYear())
-        """The URL for this year."""
-        self.last_year_url: str = self._url_for(LastYear())
-        """The URL for last year."""
-        self.today_url: str = self._url_for(Today())
-        """The URL for today."""
-        self.yesterday_url: str = self._url_for(Yesterday())
-        """The URL for yesterday."""
-        self.all_url: str = self._url_for(Period(None, None))
-        """The URL for all period."""
-        self.url_template: str = self._url_for(TemplatePeriod())
-        """The URL template."""
-
-        # Attributes
-        self.data_start: date | None = start
-        """The start of the data."""
-        self.has_data: bool = start is not None
-        """Whether there is any data."""
-        self.has_last_month: bool = False
-        """Where there is data in last month."""
-        self.has_last_year: bool = False
-        """Whether there is data in last year."""
-        self.has_yesterday: bool = False
-        """Whether there is data in yesterday."""
-        self.available_years: t.Iterator[int] = []
-        """The available years."""
-
-        if self.has_data is not None:
-            today: date = date.today()
-            self.has_last_month = start < date(today.year, today.month, 1)
-            self.has_last_year = start.year < today.year
-            self.has_yesterday = start < today
-            self.available_years: t.Iterator[int] = []
-            if start.year < today.year - 1:
-                self.available_years \
-                    = reversed(range(start.year, today.year - 1))
-
-    @abstractmethod
-    def _url_for(self, period: Period) -> str:
-        """Returns the URL for a period.
-
-        :param period: The period.
-        :return: The URL for the period.
-        """
-        pass
-
-    def year_url(self, year: int) -> str:
-        """Returns the period URL of a year.
-
-        :param year: The year
-        :return: The period URL of the year.
-        """
-        return self._url_for(YearPeriod(year))
-
-
-class JournalPeriodChooser(PeriodChooser):
-    """The journal period chooser."""
-
-    def __init__(self):
-        """Constructs the journal period chooser."""
-        first: Transaction | None \
-            = Transaction.query.order_by(Transaction.date).first()
-        super().__init__(None if first is None else first.date)
-
-    def _url_for(self, period: Period) -> str:
-        if period.is_default:
-            return url_for("accounting.report.journal-default")
-        return url_for("accounting.report.journal", period=period)
-
-
-class LedgerPeriodChooser(PeriodChooser):
-    """The ledger period chooser."""
-
-    def __init__(self, currency: Currency, account: Account):
-        """Constructs the ledger period chooser."""
-        self.currency: Currency = currency
-        """The currency."""
-        self.account: Account = account
-        """The account."""
-        first: Transaction | None \
-            = Transaction.query.order_by(Transaction.date).first()
-        super().__init__(None if first is None else first.date)
-
-    def _url_for(self, period: Period) -> str:
-        if period.is_default:
-            return url_for("accounting.report.ledger-default",
-                           currency=self.currency, account=self.account)
-        return url_for("accounting.report.ledger",
-                       currency=self.currency, account=self.account,
-                       period=period)
-
-
-class IncomeExpensesPeriodChooser(PeriodChooser):
-    """The income and expenses period chooser."""
-
-    def __init__(self, currency: Currency, account: IncomeExpensesAccount):
-        """Constructs the income and expenses period chooser."""
-        self.currency: Currency = currency
-        """The currency."""
-        self.account: IncomeExpensesAccount = account
-        """The account."""
-        first: Transaction | None \
-            = Transaction.query.order_by(Transaction.date).first()
-        super().__init__(None if first is None else first.date)
-
-    def _url_for(self, period: Period) -> str:
-        if period.is_default:
-            return url_for("accounting.report.income-expenses-default",
-                           currency=self.currency, account=self.account)
-        return url_for("accounting.report.income-expenses",
-                       currency=self.currency, account=self.account,
-                       period=period)
-
-
-class TrialBalancePeriodChooser(PeriodChooser):
-    """The trial balance period chooser."""
-
-    def __init__(self, currency: Currency):
-        """Constructs the trial balance period chooser."""
-        self.currency: Currency = currency
-        """The currency."""
-        first: Transaction | None \
-            = Transaction.query.order_by(Transaction.date).first()
-        super().__init__(None if first is None else first.date)
-
-    def _url_for(self, period: Period) -> str:
-        if period.is_default:
-            return url_for("accounting.report.trial-balance-default",
-                           currency=self.currency)
-        return url_for("accounting.report.trial-balance",
-                       currency=self.currency, period=period)
-
-
-class IncomeStatementPeriodChooser(PeriodChooser):
-    """The income statement period chooser."""
-
-    def __init__(self, currency: Currency):
-        """Constructs the income statement period chooser."""
-        self.currency: Currency = currency
-        """The currency."""
-        first: Transaction | None \
-            = Transaction.query.order_by(Transaction.date).first()
-        super().__init__(None if first is None else first.date)
-
-    def _url_for(self, period: Period) -> str:
-        if period.is_default:
-            return url_for("accounting.report.income-statement-default",
-                           currency=self.currency)
-        return url_for("accounting.report.income-statement",
-                       currency=self.currency, period=period)
-
-
-class BalanceSheetPeriodChooser(PeriodChooser):
-    """The balance sheet period chooser."""
-
-    def __init__(self, currency: Currency):
-        """Constructs the balance sheet period chooser."""
-        self.currency: Currency = currency
-        """The currency."""
-        first: Transaction | None \
-            = Transaction.query.order_by(Transaction.date).first()
-        super().__init__(None if first is None else first.date)
-
-    def _url_for(self, period: Period) -> str:
-        if period.is_default:
-            return url_for("accounting.report.balance-sheet-default",
-                           currency=self.currency)
-        return url_for("accounting.report.balance-sheet",
-                       currency=self.currency, period=period)

src/accounting/report/utils/__init__.py

@@ -14,6 +14,6 @@
 #  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
 #  See the License for the specific language governing permissions and
 #  limitations under the License.
-"""The utilities to generate reports.
+"""The utilities for the reports.
 
 """

src/accounting/report/utils/base_page_params.py

@@ -22,14 +22,18 @@ from abc import ABC, abstractmethod
 from urllib.parse import urlparse, ParseResult, parse_qsl, urlencode, \
     urlunparse
 
+import sqlalchemy as sa
 from flask import request
 
+from accounting import db
+from accounting.models import Currency, JournalEntry
 from accounting.utils.txn_types import TransactionType
+from .option_link import OptionLink
 from .report_chooser import ReportChooser
 
 
-class PageParams(ABC):
+class BasePageParams(ABC):
-    """The page parameters of a report."""
+    """The base HTML page parameters class."""
 
     @property
     @abstractmethod
@@ -66,3 +70,19 @@ class PageParams(ABC):
         parts: list[str] = list(uri_p)
         parts[4] = urlencode(params)
         return urlunparse(parts)
+
+    @staticmethod
+    def _get_currency_options(get_url: t.Callable[[Currency], str],
+                              active_currency: Currency) -> list[OptionLink]:
+        """Returns the currency options.
+
+        :param get_url: The callback to return the URL of a currency.
+        :param active_currency: The active currency.
+        :return: The currency options.
+        """
+        in_use: set[str] = set(db.session.scalars(
+            sa.select(JournalEntry.currency_code)
+            .group_by(JournalEntry.currency_code)).all())
+        return [OptionLink(str(x), get_url(x), x.code == active_currency.code)
+                for x in Currency.query.filter(Currency.code.in_(in_use))
+                .order_by(Currency.code).all()]

src/accounting/report/utils/csv_export.py

@@ -0,0 +1,108 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/7
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The utilities to export the report as CSV for download.
+
+"""
+import csv
+from abc import ABC, abstractmethod
+from datetime import timedelta, date
+from decimal import Decimal
+from io import StringIO
+
+from flask import Response
+
+from accounting.report.period import Period
+
+
+class BaseCSVRow(ABC):
+    """The base CSV row."""
+
+    @property
+    @abstractmethod
+    def values(self) -> list[str | Decimal | None]:
+        """Returns the values of the row.
+
+        :return: The values of the row.
+        """
+
+
+def csv_download(filename: str, rows: list[BaseCSVRow]) -> Response:
+    """Exports the data rows as a CSV file for download.
+
+    :param filename: The download file name.
+    :param rows: The data rows.
+    :return: The response for download the CSV file.
+    """
+    with StringIO() as fp:
+        writer = csv.writer(fp)
+        writer.writerows([x.values for x in rows])
+        fp.seek(0)
+        response: Response = Response(fp.read(), mimetype="text/csv")
+        response.headers["Content-Disposition"] \
+            = f"attachment; filename={filename}"
+        return response
+
+
+def period_spec(period: Period) -> str:
+    """Constructs the period specification to be used in the filename.
+
+    :param period: The period.
+    :return: The period specification to be used in the filename.
+    """
+    start: str | None = __get_start_str(period.start)
+    end: str | None = __get_end_str(period.end)
+    if period.start is None and period.end is None:
+        return "all-time"
+    if start == end:
+        return start
+    if period.start is None:
+        return f"until-{end}"
+    if period.end is None:
+        return f"since-{start}"
+    return f"{start}-{end}"
+
+
+def __get_start_str(start: date | None) -> str | None:
+    """Returns the string representation of the start date.
+
+    :param start: The start date.
+    :return: The string representation of the start date, or None if the start
+        date is None.
+    """
+    if start is None:
+        return None
+    if start.month == 1 and start.day == 1:
+        return str(start.year)
+    if start.day == 1:
+        return start.strftime("%Y%m")
+    return start.strftime("%Y%m%d")
+
+
+def __get_end_str(end: date | None) -> str | None:
+    """Returns the string representation of the end date.
+
+    :param end: The end date.
+    :return: The string representation of the end date, or None if the end
+        date is None.
+    """
+    if end is None:
+        return None
+    if end.month == 12 and end.day == 31:
+        return str(end.year)
+    if (end + timedelta(days=1)).day == 1:
+        return end.strftime("%Y%m")
+    return end.strftime("%Y%m%d")

src/accounting/report/utils/ie_account.py

@@ -19,6 +19,8 @@
 """
 import typing as t
 
+from flask import current_app
+
 from accounting.locale import gettext
 from accounting.models import Account
 
@@ -33,21 +35,15 @@ class IncomeExpensesAccount:
 
         :param account: The actual account.
         """
-        self.account: Account | None = None
+        self.account: Account | None = account
-        self.id: int | None = None
+        self.id: int = -1 if account is None else account.id
         """The ID."""
-        self.code: str | None = None
+        self.code: str = "" if account is None else account.code
         """The code."""
-        self.title: str | None = None
+        self.title: str = "" if account is None else account.title
         """The title."""
-        self.str: str = ""
+        self.str: str = "" if account is None else str(account)
         """The string representation of the account."""
-        if account is not None:
-            self.account = account
-            self.id = account.id
-            self.code = account.code
-            self.title = account.title
-            self.str = str(account)
 
     def __str__(self) -> str:
         """Returns the string representation of the account.
@@ -68,3 +64,23 @@ class IncomeExpensesAccount:
         account.title = gettext("current assets and liabilities")
         account.str = account.title
         return account
+
+
+def default_ie_account_code() -> str:
+    """Returns the default account code for the income and expenses log.
+
+    :return: The default account code for the income and expenses log.
+    """
+    with current_app.app_context():
+        return current_app.config.get("DEFAULT_IE_ACCOUNT", Account.CASH_CODE)
+
+
+def default_ie_account() -> IncomeExpensesAccount:
+    """Returns the default account for the income and expenses log.
+
+    :return: The default account for the income and expenses log.
+    """
+    code: str = default_ie_account_code()
+    if code == IncomeExpensesAccount.CURRENT_AL_CODE:
+        return IncomeExpensesAccount.current_assets_and_liabilities()
+    return IncomeExpensesAccount(Account.find_by_code(code))

src/accounting/report/utils/option_link.py

@@ -22,7 +22,8 @@
 class OptionLink:
     """An option link."""
 
-    def __init__(self, title: str, url: str, is_active: bool):
+    def __init__(self, title: str, url: str, is_active: bool,
+                 fa_icon: str | None = None):
         """Constructs an option link.
 
         :param title: The title.
@@ -32,3 +33,4 @@ class OptionLink:
         self.title: str = title
         self.url: str = url
         self.is_active: bool = is_active
+        self.fa_icon: str | None = fa_icon

src/accounting/report/utils/report_chooser.py

@@ -23,16 +23,18 @@ This file is largely taken from the NanoParma ERP project, first written in
 import re
 import typing as t
 
-from flask import url_for
 from flask_babel import LazyString
 
 from accounting import db
 from accounting.locale import gettext
 from accounting.models import Currency, Account
-from accounting.report.period import Period
+from accounting.report.period import Period, get_period
 from accounting.template_globals import default_currency_code
+from .ie_account import IncomeExpensesAccount
 from .option_link import OptionLink
 from .report_type import ReportType
+from .urls import journal_url, ledger_url, income_expenses_url, \
+    trial_balance_url, income_statement_url, balance_sheet_url
 
 
 class ReportChooser:
@@ -51,20 +53,21 @@ class ReportChooser:
         """
         self.__active_report: ReportType = active_report
         """The currently active report."""
-        self.__period: Period = Period.get_instance() if period is None \
+        self.__period: Period = get_period() if period is None else period
-            else period
         """The period."""
         self.__currency: Currency = db.session.get(
             Currency, default_currency_code()) \
             if currency is None else currency
         """The currency."""
-        self.__account: Account = Account.find_by_code("1111-001") \
+        self.__account: Account = Account.cash() if account is None \
-            if account is None else account
+            else account
         """The currency."""
         self.__reports: list[OptionLink] = []
         """The links to the reports."""
         self.current_report: str | LazyString = ""
         """The title of the current report."""
+        self.is_search: bool = active_report == ReportType.SEARCH
+        """Whether the current report is the search page."""
         self.__reports.append(self.__journal)
         self.__reports.append(self.__ledger)
         self.__reports.append(self.__income_expenses)
@@ -74,6 +77,8 @@ class ReportChooser:
         for report in self.__reports:
             if report.is_active:
                 self.current_report = report.title
+        if self.is_search:
+            self.current_report = gettext("Search")
 
     @property
     def __journal(self) -> OptionLink:
@@ -81,11 +86,9 @@ class ReportChooser:
 
         :return: The journal.
         """
-        url: str = url_for("accounting.report.journal-default") \
+        return OptionLink(gettext("Journal"), journal_url(self.__period),
-            if self.__period.is_default \
+                          self.__active_report == ReportType.JOURNAL,
-            else url_for("accounting.report.journal", period=self.__period)
+                          fa_icon="fa-solid fa-book")
-        return OptionLink(gettext("Journal"), url,
-                          self.__active_report == ReportType.JOURNAL)
 
     @property
     def __ledger(self) -> OptionLink:
@@ -93,32 +96,27 @@ class ReportChooser:
 
         :return: The ledger.
         """
-        url: str = url_for("accounting.report.ledger-default",
+        return OptionLink(gettext("Ledger"),
-                           currency=self.__currency, account=self.__account) \
+                          ledger_url(self.__currency, self.__account,
-            if self.__period.is_default \
+                                     self.__period),
-            else url_for("accounting.report.ledger",
+                          self.__active_report == ReportType.LEDGER,
-                         currency=self.__currency, account=self.__account,
+                          fa_icon="fa-solid fa-clipboard")
-                         period=self.__period)
-        return OptionLink(gettext("Ledger"), url,
-                          self.__active_report == ReportType.LEDGER)
 
     @property
     def __income_expenses(self) -> OptionLink:
-        """Returns the income and expenses.
+        """Returns the income and expenses log.
 
-        :return: The income and expenses.
+        :return: The income and expenses log.
         """
         account: Account = self.__account
         if not re.match(r"[12][12]", account.base_code):
-            account: Account = Account.find_by_code("1111-001")
+            account: Account = Account.cash()
-        url: str = url_for("accounting.report.income-expenses-default",
+        return OptionLink(gettext("Income and Expenses Log"),
-                           currency=self.__currency, account=account) \
+                          income_expenses_url(self.__currency,
-            if self.__period.is_default \
+                                              IncomeExpensesAccount(account),
-            else url_for("accounting.report.income-expenses",
+                                              self.__period),
-                         currency=self.__currency, account=account,
+                          self.__active_report == ReportType.INCOME_EXPENSES,
-                         period=self.__period)
+                          fa_icon="fa-solid fa-money-bill-wave")
-        return OptionLink(gettext("Income and Expenses"), url,
-                          self.__active_report == ReportType.INCOME_EXPENSES)
 
     @property
     def __trial_balance(self) -> OptionLink:
@@ -126,13 +124,10 @@ class ReportChooser:
 
         :return: The trial balance.
         """
-        url: str = url_for("accounting.report.trial-balance-default",
+        return OptionLink(gettext("Trial Balance"),
-                           currency=self.__currency) \
+                          trial_balance_url(self.__currency, self.__period),
-            if self.__period.is_default \
+                          self.__active_report == ReportType.TRIAL_BALANCE,
-            else url_for("accounting.report.trial-balance",
+                          fa_icon="fa-solid fa-scale-unbalanced")
-                         currency=self.__currency, period=self.__period)
-        return OptionLink(gettext("Trial Balance"), url,
-                          self.__active_report == ReportType.TRIAL_BALANCE)
 
     @property
     def __income_statement(self) -> OptionLink:
@@ -140,13 +135,10 @@ class ReportChooser:
 
         :return: The income statement.
         """
-        url: str = url_for("accounting.report.income-statement-default",
+        return OptionLink(gettext("Income Statement"),
-                           currency=self.__currency) \
+                          income_statement_url(self.__currency, self.__period),
-            if self.__period.is_default \
+                          self.__active_report == ReportType.INCOME_STATEMENT,
-            else url_for("accounting.report.income-statement",
+                          fa_icon="fa-solid fa-file-invoice-dollar")
-                         currency=self.__currency, period=self.__period)
-        return OptionLink(gettext("Income Statement"), url,
-                          self.__active_report == ReportType.INCOME_STATEMENT)
 
     @property
     def __balance_sheet(self) -> OptionLink:
@@ -154,13 +146,10 @@ class ReportChooser:
 
         :return: The balance sheet.
         """
-        url: str = url_for("accounting.report.balance-sheet-default",
+        return OptionLink(gettext("Balance Sheet"),
-                           currency=self.__currency) \
+                          balance_sheet_url(self.__currency, self.__period),
-            if self.__period.is_default \
+                          self.__active_report == ReportType.BALANCE_SHEET,
-            else url_for("accounting.report.balance-sheet",
+                          fa_icon="fa-solid fa-scale-balanced")
-                         currency=self.__currency, period=self.__period)
-        return OptionLink(gettext("Balance Sheet"), url,
-                          self.__active_report == ReportType.BALANCE_SHEET)
 
     def __iter__(self) -> t.Iterator[OptionLink]:
         """Returns the iteration of the reports.

src/accounting/report/utils/report_type.py

@@ -27,7 +27,7 @@ class ReportType(Enum):
     LEDGER: str = "ledger"
     """The ledger."""
     INCOME_EXPENSES: str = "income-expenses"
-    """The income and expenses."""
+    """The income and expenses log."""
     TRIAL_BALANCE: str = "trial-balance"
     """The trial balance."""
     INCOME_STATEMENT: str = "income-statement"
@@ -35,4 +35,4 @@ class ReportType(Enum):
     BALANCE_SHEET: str = "balance-sheet"
     """The balance sheet."""
     SEARCH: str = "search"
-    """The balance sheet."""
+    """The search."""

src/accounting/report/utils/urls.py

@@ -0,0 +1,117 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/9
+
+#  Copyright (c) 2023 imacat.
+#
+#  Licensed under the Apache License, Version 2.0 (the "License");
+#  you may not use this file except in compliance with the License.
+#  You may obtain a copy of the License at
+#
+#      http://www.apache.org/licenses/LICENSE-2.0
+#
+#  Unless required by applicable law or agreed to in writing, software
+#  distributed under the License is distributed on an "AS IS" BASIS,
+#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+#  See the License for the specific language governing permissions and
+#  limitations under the License.
+"""The utilities to get the ledger URL.
+
+"""
+from flask import url_for
+
+from accounting.models import Currency, Account
+from accounting.report.period import Period
+from accounting.template_globals import default_currency_code
+from .ie_account import IncomeExpensesAccount, default_ie_account_code
+
+
+def journal_url(period: Period) \
+        -> str:
+    """Returns the URL of a journal.
+
+    :param period: The period.
+    :return: The URL of the journal.
+    """
+    if period.is_default:
+        return url_for("accounting.report.journal-default")
+    return url_for("accounting.report.journal", period=period)
+
+
+def ledger_url(currency: Currency, account: Account, period: Period) \
+        -> str:
+    """Returns the URL of a ledger.
+
+    :param currency: The currency.
+    :param account: The account.
+    :param period: The period.
+    :return: The URL of the ledger.
+    """
+    if period.is_default:
+        return url_for("accounting.report.ledger-default",
+                       currency=currency, account=account)
+    return url_for("accounting.report.ledger",
+                   currency=currency, account=account,
+                   period=period)
+
+
+def income_expenses_url(currency: Currency, account: IncomeExpensesAccount,
+                        period: Period) -> str:
+    """Returns the URL of an income and expenses log.
+
+    :param currency: The currency.
+    :param account: The account.
+    :param period: The period.
+    :return: The URL of the income and expenses log.
+    """
+    if currency.code == default_currency_code() \
+            and account.code == default_ie_account_code() \
+            and period.is_default:
+        return url_for("accounting.report.default")
+    if period.is_default:
+        return url_for("accounting.report.income-expenses-default",
+                       currency=currency, account=account)
+    return url_for("accounting.report.income-expenses",
+                   currency=currency, account=account,
+                   period=period)
+
+
+def trial_balance_url(currency: Currency, period: Period) -> str:
+    """Returns the URL of a trial balance.
+
+    :param currency: The currency.
+    :param period: The period.
+    :return: The URL of the trial balance.
+    """
+    if period.is_default:
+        return url_for("accounting.report.trial-balance-default",
+                       currency=currency)
+    return url_for("accounting.report.trial-balance",
+                   currency=currency, period=period)
+
+
+def income_statement_url(currency: Currency, period: Period) -> str:
+    """Returns the URL of an income statement.
+
+    :param currency: The currency.
+    :param period: The period.
+    :return: The URL of the income statement.
+    """
+    if period.is_default:
+        return url_for("accounting.report.income-statement-default",
+                       currency=currency)
+    return url_for("accounting.report.income-statement",
+                   currency=currency, period=period)
+
+
+def balance_sheet_url(currency: Currency, period: Period) -> str:
+    """Returns the URL of a balance sheet.
+
+    :param currency: The currency.
+    :param period: The period.
+    :return: The URL of the balance sheet.
+    """
+    if period.is_default:
+        return url_for("accounting.report.balance-sheet-default",
+                       currency=currency)
+    return url_for("accounting.report.balance-sheet",
+                   currency=currency, period=period)

src/accounting/report/views.py

@@ -19,41 +19,56 @@
 """
 from flask import Blueprint, request, Response
 
+from accounting import db
 from accounting.models import Currency, Account
+from accounting.report.period import Period, get_period
+from accounting.template_globals import default_currency_code
 from accounting.utils.permission import has_permission, can_view
-from .income_expense_account import IncomeExpensesAccount
-from .period import Period
 from .reports import Journal, Ledger, IncomeExpenses, TrialBalance, \
     IncomeStatement, BalanceSheet, Search
 from .template_filters import format_amount
+from .utils.ie_account import IncomeExpensesAccount, default_ie_account
 
 bp: Blueprint = Blueprint("report", __name__)
 """The view blueprint for the reports."""
 bp.add_app_template_filter(format_amount, "accounting_report_format_amount")
 
 
+@bp.get("", endpoint="default")
+@has_permission(can_view)
+def get_default_report() -> str | Response:
+    """Returns the income and expenses log in the default period.
+
+    :return: The income and expenses log in the default period.
+    """
+    return __get_income_expenses(
+        db.session.get(Currency, default_currency_code()),
+        default_ie_account(),
+        get_period())
+
+
 @bp.get("journal", endpoint="journal-default")
 @has_permission(can_view)
-def get_default_journal_list() -> str | Response:
+def get_default_journal() -> str | Response:
     """Returns the journal in the default period.
 
     :return: The journal in the default period.
     """
-    return __get_journal_list(Period.get_instance())
+    return __get_journal(get_period())
 
 
 @bp.get("journal/<period:period>", endpoint="journal")
 @has_permission(can_view)
-def get_journal_list(period: Period) -> str | Response:
+def get_journal(period: Period) -> str | Response:
     """Returns the journal.
 
     :param period: The period.
     :return: The journal in the period.
     """
-    return __get_journal_list(period)
+    return __get_journal(period)
 
 
-def __get_journal_list(period: Period) -> str | Response:
+def __get_journal(period: Period) -> str | Response:
     """Returns the journal.
 
     :param period: The period.
@@ -68,21 +83,20 @@ def __get_journal_list(period: Period) -> str | Response:
 @bp.get("ledger/<currency:currency>/<account:account>",
         endpoint="ledger-default")
 @has_permission(can_view)
-def get_default_ledger_list(currency: Currency, account: Account) \
+def get_default_ledger(currency: Currency, account: Account) -> str | Response:
-        -> str | Response:
     """Returns the ledger in the default period.
 
     :param currency: The currency.
     :param account: The account.
     :return: The ledger in the default period.
     """
-    return __get_ledger_list(currency, account, Period.get_instance())
+    return __get_ledger(currency, account, get_period())
 
 
 @bp.get("ledger/<currency:currency>/<account:account>/<period:period>",
         endpoint="ledger")
 @has_permission(can_view)
-def get_ledger_list(currency: Currency, account: Account, period: Period) \
+def get_ledger(currency: Currency, account: Account, period: Period) \
         -> str | Response:
     """Returns the ledger.
 
@@ -91,10 +105,10 @@ def get_ledger_list(currency: Currency, account: Account, period: Period) \
     :param period: The period.
     :return: The ledger in the period.
     """
-    return __get_ledger_list(currency, account, period)
+    return __get_ledger(currency, account, period)
 
 
-def __get_ledger_list(currency: Currency, account: Account, period: Period) \
+def __get_ledger(currency: Currency, account: Account, period: Period) \
         -> str | Response:
     """Returns the ledger.
 
@@ -109,47 +123,45 @@ def __get_ledger_list(currency: Currency, account: Account, period: Period) \
     return report.html()
 
 
-@bp.get("income-expenses/<currency:currency>/<ioAccount:account>",
+@bp.get("income-expenses/<currency:currency>/<ieAccount:account>",
         endpoint="income-expenses-default")
 @has_permission(can_view)
-def get_default_income_expenses_list(currency: Currency,
+def get_default_income_expenses(currency: Currency,
                                 account: IncomeExpensesAccount) \
         -> str | Response:
-    """Returns the income and expenses in the default period.
+    """Returns the income and expenses log in the default period.
 
     :param currency: The currency.
     :param account: The account.
-    :return: The income and expenses in the default period.
+    :return: The income and expenses log in the default period.
     """
-    return __get_income_expenses_list(currency, account, Period.get_instance())
+    return __get_income_expenses(currency, account, get_period())
 
 
 @bp.get(
-    "income-expenses/<currency:currency>/<ioAccount:account>/<period:period>",
+    "income-expenses/<currency:currency>/<ieAccount:account>/<period:period>",
     endpoint="income-expenses")
 @has_permission(can_view)
-def get_income_expenses_list(currency: Currency,
+def get_income_expenses(currency: Currency, account: IncomeExpensesAccount,
-                             account: IncomeExpensesAccount,
                         period: Period) -> str | Response:
-    """Returns the income and expenses.
+    """Returns the income and expenses log.
 
     :param currency: The currency.
     :param account: The account.
     :param period: The period.
-    :return: The income and expenses in the period.
+    :return: The income and expenses log in the period.
     """
-    return __get_income_expenses_list(currency, account, period)
+    return __get_income_expenses(currency, account, period)
 
 
-def __get_income_expenses_list(currency: Currency,
+def __get_income_expenses(currency: Currency, account: IncomeExpensesAccount,
-                               account: IncomeExpensesAccount,
                           period: Period) -> str | Response:
-    """Returns the income and expenses.
+    """Returns the income and expenses log.
 
     :param currency: The currency.
     :param account: The account.
     :param period: The period.
-    :return: The income and expenses in the period.
+    :return: The income and expenses log in the period.
     """
     report: IncomeExpenses = IncomeExpenses(currency, account, period)
     if "as" in request.args and request.args["as"] == "csv":
@@ -160,31 +172,29 @@ def __get_income_expenses_list(currency: Currency,
 @bp.get("trial-balance/<currency:currency>",
         endpoint="trial-balance-default")
 @has_permission(can_view)
-def get_default_trial_balance_list(currency: Currency) -> str | Response:
+def get_default_trial_balance(currency: Currency) -> str | Response:
     """Returns the trial balance in the default period.
 
     :param currency: The currency.
     :return: The trial balance in the default period.
     """
-    return __get_trial_balance_list(currency, Period.get_instance())
+    return __get_trial_balance(currency, get_period())
 
 
 @bp.get("trial-balance/<currency:currency>/<period:period>",
         endpoint="trial-balance")
 @has_permission(can_view)
-def get_trial_balance_list(currency: Currency, period: Period) \
+def get_trial_balance(currency: Currency, period: Period) -> str | Response:
-        -> str | Response:
     """Returns the trial balance.
 
     :param currency: The currency.
     :param period: The period.
     :return: The trial balance in the period.
     """
-    return __get_trial_balance_list(currency, period)
+    return __get_trial_balance(currency, period)
 
 
-def __get_trial_balance_list(currency: Currency, period: Period) \
+def __get_trial_balance(currency: Currency, period: Period) -> str | Response:
-        -> str | Response:
     """Returns the trial balance.
 
     :param currency: The currency.
@@ -200,30 +210,29 @@ def __get_trial_balance_list(currency: Currency, period: Period) \
 @bp.get("income-statement/<currency:currency>",
         endpoint="income-statement-default")
 @has_permission(can_view)
-def get_default_income_statement_list(currency: Currency) -> str | Response:
+def get_default_income_statement(currency: Currency) -> str | Response:
     """Returns the income statement in the default period.
 
     :param currency: The currency.
     :return: The income statement in the default period.
     """
-    return __get_income_statement_list(currency, Period.get_instance())
+    return __get_income_statement(currency, get_period())
 
 
 @bp.get("income-statement/<currency:currency>/<period:period>",
         endpoint="income-statement")
 @has_permission(can_view)
-def get_income_statement_list(currency: Currency, period: Period) \
+def get_income_statement(currency: Currency, period: Period) -> str | Response:
-        -> str | Response:
     """Returns the income statement.
 
     :param currency: The currency.
     :param period: The period.
     :return: The income statement in the period.
     """
-    return __get_income_statement_list(currency, period)
+    return __get_income_statement(currency, period)
 
 
-def __get_income_statement_list(currency: Currency, period: Period) \
+def __get_income_statement(currency: Currency, period: Period) \
         -> str | Response:
     """Returns the income statement.
 
@@ -240,19 +249,19 @@ def __get_income_statement_list(currency: Currency, period: Period) \
 @bp.get("balance-sheet/<currency:currency>",
         endpoint="balance-sheet-default")
 @has_permission(can_view)
-def get_default_balance_sheet_list(currency: Currency) -> str | Response:
+def get_default_balance_sheet(currency: Currency) -> str | Response:
     """Returns the balance sheet in the default period.
 
     :param currency: The currency.
     :return: The balance sheet in the default period.
     """
-    return __get_balance_sheet_list(currency, Period.get_instance())
+    return __get_balance_sheet(currency, get_period())
 
 
 @bp.get("balance-sheet/<currency:currency>/<period:period>",
         endpoint="balance-sheet")
 @has_permission(can_view)
-def get_balance_sheet_list(currency: Currency, period: Period) \
+def get_balance_sheet(currency: Currency, period: Period) \
         -> str | Response:
     """Returns the balance sheet.
 
@@ -260,10 +269,10 @@ def get_balance_sheet_list(currency: Currency, period: Period) \
     :param period: The period.
     :return: The balance sheet in the period.
     """
-    return __get_balance_sheet_list(currency, period)
+    return __get_balance_sheet(currency, period)
 
 
-def __get_balance_sheet_list(currency: Currency, period: Period) \
+def __get_balance_sheet(currency: Currency, period: Period) \
         -> str | Response:
     """Returns the balance sheet.
 
@@ -288,4 +297,3 @@ def search() -> str | Response:
     if "as" in request.args and request.args["as"] == "csv":
         return report.csv()
     return report.html()
-

src/accounting/static/css/style.css

@@ -24,19 +24,6 @@
 .accounting-clickable {
     cursor: pointer;
 }
-.accounting-search-desktop-form {
-    max-width: 16rem;
-}
-.btn-group .btn .accounting-search-input {
-    min-height: calc(1em + .5rem + 2px);
-    padding: 0 0.5rem;
-}
-.btn-group .btn .accounting-search-label button {
-    border: none;
-    background-color: transparent;
-    color: inherit;
-    padding-right: 0;
-}
 .form-floating > textarea.form-control {
     height: 6rem;
 }
@@ -45,6 +32,61 @@
     background-color: #D3D3D4;
 }
 
+/** The toolbar */
+.accounting-toolbar {
+    display: flex;
+}
+.accounting-toolbar .input-group > .input-group-text {
+    padding: 0;
+    background-color: transparent;
+    color: inherit;
+    border: 0;
+}
+.accounting-toolbar .input-group > .input-group-text > button {
+    background-color: transparent;
+    color: inherit;
+    border: 0;
+}
+.accounting-toolbar form.btn > .form-control {
+    min-height: calc(1.5em + 2px);
+    padding-top: 0.1rem;
+    padding-bottom: 0.1rem;
+}
+@media(min-width: 768px) {
+    .accounting-toolbar > .btn, .accounting-toolbar > .btn-group > .btn {
+        border-radius: 0;
+    }
+    .accounting-toolbar > .btn:first-child, .accounting-toolbar > .btn-group:first-child > .btn {
+        border-top-left-radius: 0.375rem;
+        border-bottom-left-radius: 0.375rem;
+    }
+    .accounting-toolbar > .btn:last-child, .accounting-toolbar > .btn-group:last-child > .btn {
+        border-top-right-radius: 0.375rem;
+        border-bottom-right-radius: 0.375rem;
+    }
+    .accounting-toolbar .btn.input-group {
+        width: 16rem;
+    }
+}
+@media(max-width:767px) {
+    .accounting-toolbar > .btn:not(form), .accounting-toolbar > .btn-group > .btn {
+        height: 3.2rem;
+        width: 3.2rem;
+        border-radius: 50%;
+        margin-left: 1rem;
+    }
+    .accounting-toolbar > a.btn, .accounting-toolbar > .btn-group > a.btn {
+        padding-top: 0.7rem;
+    }
+    .accounting-toolbar > form.btn {
+        width: 12rem;
+        height: 2.6rem;
+        border-radius: 0.375rem;
+        margin-top: 0.3rem;
+        margin-left: 1rem;
+    }
+}
+
 /** The card layout */
 .accounting-card {
     padding: 2em 1.5em;

src/accounting/static/js/account-form.js

@@ -20,6 +20,7 @@
 /* Author: imacat@mail.imacat.idv.tw (imacat)
  * First written: 2023/2/1
  */
+"use strict";
 
 // Initializes the page JavaScript.
 document.addEventListener("DOMContentLoaded", () => {

src/accounting/static/js/account-order.js

@@ -20,6 +20,7 @@
 /* Author: imacat@mail.imacat.idv.tw (imacat)
  * First written: 2023/2/2
  */
+"use strict";
 
 // Initializes the page JavaScript.
 document.addEventListener("DOMContentLoaded", () => {

src/accounting/static/js/account-selector.js

@@ -20,6 +20,7 @@
 /* Author: imacat@mail.imacat.idv.tw (imacat)
  * First written: 2023/2/28
  */
+"use strict";
 
 // Initializes the page JavaScript.
 document.addEventListener("DOMContentLoaded", () => {

src/accounting/static/js/currency-form.js

@@ -20,6 +20,7 @@
 /* Author: imacat@mail.imacat.idv.tw (imacat)
  * First written: 2023/2/6
  */
+"use strict";
 
 // Initializes the page JavaScript.
 document.addEventListener("DOMContentLoaded", () => {

src/accounting/static/js/drag-and-drop-reorder.js

@@ -20,6 +20,7 @@
 /* Author: imacat@mail.imacat.idv.tw (imacat)
  * First written: 2023/2/3
  */
+"use strict";
 
 /**
  * Initializes the drag-and-drop reordering on a list.

src/accounting/static/js/material-fab-speed-dial.js

@@ -20,6 +20,7 @@
 /* Author: imacat@mail.imacat.idv.tw (imacat)
  * First written: 2023/2/25
  */
+"use strict";
 
 // Initializes the page JavaScript.
 document.addEventListener("DOMContentLoaded", () => {

src/accounting/static/js/period-chooser.js

@@ -20,10 +20,11 @@
 /* Author: imacat@mail.imacat.idv.tw (imacat)
  * First written: 2023/3/4
  */
+"use strict";
 
 // Initializes the page JavaScript.
 document.addEventListener("DOMContentLoaded", () => {
-    new PeriodChooser();
+    PeriodChooser.initialize();
 });
 
 /**
@@ -62,6 +63,20 @@ class PeriodChooser {
             this.tabPlanes[tab.tabId()] = tab;
         }
     }
+
+    /**
+     * The period chooser.
+     * @type {PeriodChooser}
+     */
+    static #chooser;
+
+    /**
+     * Initializes the period chooser.
+     *
+     */
+    static initialize() {
+        this.#chooser = new PeriodChooser();
+    }
 }
 
 /**
@@ -142,6 +157,12 @@ class TabPlane {
  */
 class MonthTab extends TabPlane {
 
+    /**
+     * The month chooser.
+     * @type {tempusDominus.TempusDominus}
+     */
+    #monthChooser
+
     /**
      * Constructs a tab plane.
      *
@@ -150,8 +171,9 @@ class MonthTab extends TabPlane {
     constructor(chooser) {
         super(chooser);
         const monthChooser = document.getElementById(this.prefix + "-chooser");
+        if (monthChooser !== null) {
             let start = monthChooser.dataset.start;
-        new tempusDominus.TempusDominus(monthChooser, {
+            this.#monthChooser = new tempusDominus.TempusDominus(monthChooser, {
                 restrictions: {
                     minDate: start,
                 },
@@ -173,6 +195,7 @@ class MonthTab extends TabPlane {
                     .replaceAll("PERIOD", period);
             });
         }
+    }
 
     /**
      * The tab ID
@@ -229,6 +252,7 @@ class DayTab extends TabPlane {
         super(chooser);
         this.#date = document.getElementById(this.prefix + "-date");
         this.#dateError = document.getElementById(this.prefix + "-date-error");
+        if (this.#date !== null) {
             this.#date.onchange = () => {
                 if (this.#validateDate()) {
                     window.location = chooser.modal.dataset.urlTemplate
@@ -236,6 +260,7 @@ class DayTab extends TabPlane {
                 }
             };
         }
+    }
 
     /**
      * Validates the date.
@@ -317,6 +342,7 @@ class CustomTab extends TabPlane {
         this.#end = document.getElementById(this.prefix + "-end");
         this.#endError = document.getElementById(this.prefix + "-end-error");
         this.#conform = document.getElementById(this.prefix + "-confirm");
+        if (this.#start !== null) {
             this.#start.onchange = () => {
                 if (this.#validateStart()) {
                     this.#end.min = this.#start.value;
@@ -337,6 +363,7 @@ class CustomTab extends TabPlane {
                 }
             };
         }
+    }
 
     /**
      * Validates the start of the period.

src/accounting/static/js/summary-editor.js

@@ -20,6 +20,7 @@
 /* Author: imacat@mail.imacat.idv.tw (imacat)
  * First written: 2023/2/28
  */
+"use strict";
 
 // Initializes the page JavaScript.
 document.addEventListener("DOMContentLoaded", () => {
@@ -762,7 +763,7 @@ class GeneralTripTab extends TagTabPlane {
      * @override
      */
     populate() {
-        const found = this.editor.summary.value.match(/^([^—]+)—([^—→↔]+)([→↔])(.+?)(?:[*×]\d+)?(?:\([^)]+\))?$/);
+        const found = this.editor.summary.value.match(/^([^—]+)—([^—→↔]+)([→↔])(.+?)(?:[*×]\d+)?(?:\([^()]+\))?$/);
         if (found === null) {
             return false;
         }
@@ -955,7 +956,7 @@ class BusTripTab extends TagTabPlane {
      * @override
      */
     populate() {
-        const found = this.editor.summary.value.match(/^([^—]+)—([^—]+)—([^—→]+)→(.+?)(?:[*×]\d+)?(?:\([^)]+\))?$/);
+        const found = this.editor.summary.value.match(/^([^—]+)—([^—]+)—([^—→]+)→(.+?)(?:[*×]\d+)?(?:\([^()]+\))?$/);
         if (found === null) {
             return false;
         }
@@ -1140,7 +1141,7 @@ class AnnotationTab extends TabPlane {
      * @override
      */
     updateSummary() {
-        const found = this.editor.summary.value.match(/^(.*?)(?:[*×]\d+)?(?:\([^)]+\))?$/);
+        const found = this.editor.summary.value.match(/^(.*?)(?:[*×]\d+)?(?:\([^()]+\))?$/);
         if (found !== null) {
             this.editor.summary.value = found[1];
         }
@@ -1169,7 +1170,7 @@ class AnnotationTab extends TabPlane {
      * @override
      */
     populate() {
-        const found = this.editor.summary.value.match(/^(.*?)(?:[*×](\d+))?(?:\(([^)]+)\))?$/);
+        const found = this.editor.summary.value.match(/^(.*?)(?:[*×](\d+))?(?:\(([^()]+)\))?$/);
         this.editor.summary.value = found[1];
         if (found[2] === undefined || parseInt(found[2]) === 1) {
             this.editor.number.value = "";

src/accounting/static/js/table-row-link.js

@@ -1,41 +0,0 @@
-/* The Mia! Accounting Flask Project
- * table-row-link.js: The JavaScript for table rows as links.
- */
-
-/*  Copyright (c) 2023 imacat.
- *
- *  Licensed under the Apache License, Version 2.0 (the "License");
- *  you may not use this file except in compliance with the License.
- *  You may obtain a copy of the License at
- *
- *      http://www.apache.org/licenses/LICENSE-2.0
- *
- *  Unless required by applicable law or agreed to in writing, software
- *  distributed under the License is distributed on an "AS IS" BASIS,
- *  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
- *  See the License for the specific language governing permissions and
- *  limitations under the License.
- */
-
-/* Author: imacat@mail.imacat.idv.tw (imacat)
- * First written: 2023/3/4
- */
-
-// Initializes the page JavaScript.
-document.addEventListener("DOMContentLoaded", () => {
-    initializeTableRowLinks();
-});
-
-/**
- * Initializes the table rows as links.
- *
- * @private
- */
-function initializeTableRowLinks() {
-    const rows = Array.from(document.getElementsByClassName("accounting-clickable accounting-table-row-link"));
-    for (const row of rows) {
-        row.onclick = () => {
-            window.location = row.dataset.href;
-        };
-    }
-}

src/accounting/static/js/transaction-form.js

@@ -20,6 +20,7 @@
 /* Author: imacat@mail.imacat.idv.tw (imacat)
  * First written: 2023/2/25
  */
+"use strict";
 
 // Initializes the page JavaScript.
 document.addEventListener("DOMContentLoaded", () => {

src/accounting/static/js/transaction-order.js

@@ -20,6 +20,7 @@
 /* Author: imacat@mail.imacat.idv.tw (imacat)
  * First written: 2023/2/26
  */
+"use strict";
 
 // Initializes the page JavaScript.
 document.addEventListener("DOMContentLoaded", () => {

src/accounting/templates/accounting/account/detail.html

@@ -85,9 +85,9 @@ First written: 2023/1/31
 <div class="accounting-card col-sm-6">
   <div class="accounting-card-title">{{ obj.title }}</div>
   <div class="accounting-card-code">{{ obj.code }}</div>
-  {% if obj.is_pay_off_needed %}
+  {% if obj.is_offset_needed %}
     <div>
-      <span class="badge rounded-pill bg-info">{{ A_("Pay-off needed") }}</span>
+      <span class="badge rounded-pill bg-info">{{ A_("Need offset") }}</span>
     </div>
   {% endif %}
   <div class="small text-secondary fst-italic">

src/accounting/templates/accounting/account/include/form.html

@@ -27,7 +27,7 @@ First written: 2023/2/1
 
 {% block content %}
 
-<div class="btn-group btn-actions mb-3">
+<div class="btn-group mb-3">
   <a class="btn btn-primary" role="button" href="{% block back_url %}{% endblock %}">
     <i class="fa-solid fa-circle-chevron-left"></i>
     {{ A_("Back") }}
@@ -63,9 +63,9 @@ First written: 2023/2/1
   </div>
 
   <div class="form-check form-switch mb-3">
-    <input id="accounting-is-pay-off-needed" class="form-check-input" type="checkbox" name="is_pay_off_needed" value="1" {% if form.is_pay_off_needed.data %} checked="checked" {% endif %}>
+    <input id="accounting-is-offset-needed" class="form-check-input" type="checkbox" name="is_offset_needed" value="1" {% if form.is_offset_needed.data %} checked="checked" {% endif %}>
-    <label class="form-check-label" for="accounting-is-pay-off-needed">
+    <label class="form-check-label" for="accounting-is-offset-needed">
-      {{ A_("The entries in the account need pay-off.") }}
+      {{ A_("The entries in the account need offset.") }}
     </label>
   </div>
 

src/accounting/templates/accounting/account/list.html

@@ -25,31 +25,19 @@ First written: 2023/1/30
 
 {% block content %}
 
-<div class="btn-group mb-2 d-none d-md-inline-flex">
+<div class="mb-2 accounting-toolbar">
   {% if accounting_can_edit() %}
-    <a class="btn btn-primary text-nowrap" href="{{ url_for("accounting.account.create")|accounting_append_next }}">
+    <a class="btn btn-primary text-nowrap d-none d-md-block" href="{{ url_for("accounting.account.create")|accounting_append_next }}">
       <i class="fa-solid fa-plus"></i>
       {{ A_("New") }}
     </a>
   {% endif %}
-  <form class="btn btn-primary d-flex input-group accounting-search-desktop-form" action="{{ url_for("accounting.account.list") }}" method="get" role="search" aria-label="{{ A_("Search for Desktop") }}">
+  <form class="btn btn-primary d-flex input-group" action="{{ url_for("accounting.account.list") }}" method="get" role="search" aria-labelledby="accounting-toolbar-search-label">
-    <input id="accounting-search-desktop" class="form-control form-control-sm accounting-search-input" type="search" name="q" value="{{ request.args.q }}" placeholder=" " required="required">
+    <input id="accounting-toolbar-search" class="form-control form-control-sm" type="search" name="q" value="{{ request.args.q }}" placeholder=" " required="required">
-    <label for="accounting-search-desktop" class="accounting-search-label">
+    <label id="accounting-toolbar-search-label" for="accounting-toolbar-search" class="input-group-text">
       <button type="submit">
         <i class="fa-solid fa-magnifying-glass"></i>
-        {{ A_("Search") }}
+        <span class="d-none d-md-inline">{{ A_("Search") }}</span>
-      </button>
-    </label>
-  </form>
-</div>
-
-<div class="btn-group mb-2 d-md-none">
-  <form class="btn btn-primary d-flex input-group" action="{{ url_for("accounting.account.list") }}" method="get" role="search" aria-label="{{ A_("Search for Mobile") }}">
-    <input id="accounting-search-mobile" class="form-control form-control-sm accounting-search-input" type="search" name="q" value="{{ request.args.q }}" placeholder=" " required="required">
-    <label for="accounting-search-mobile" class="accounting-search-label">
-      <button type="submit">
-        <i class="fa-solid fa-magnifying-glass"></i>
-        {{ A_("Search") }}
       </button>
     </label>
   </form>
@@ -70,8 +58,8 @@ First written: 2023/1/30
   {% for item in list %}
     <a class="list-group-item list-group-item-action" href="{{ url_for("accounting.account.detail", account=item)|accounting_append_next }}">
       {{ item }}
-      {% if item.is_pay_off_needed %}
+      {% if item.is_offset_needed %}
-        <span class="badge rounded-pill bg-info">{{ A_("Pay-off needed") }}</span>
+        <span class="badge rounded-pill bg-info">{{ A_("Need offset") }}</span>
       {% endif %}
     </a>
   {% endfor %}

src/accounting/templates/accounting/base-account/list.html

@@ -25,13 +25,13 @@ First written: 2023/1/26
 
 {% block content %}
 
-<div class="btn-group mb-2">
+<div class="mb-2 accounting-toolbar">
-  <form class="btn btn-primary d-flex input-group accounting-search-desktop-form" action="{{ url_for("accounting.base-account.list") }}" method="get" role="search" aria-label="{{ A_("Search") }}">
+  <form class="btn btn-primary d-flex input-group" action="{{ url_for("accounting.base-account.list") }}" method="get" role="search" aria-labelledby="accounting-toolbar-search-label">
-    <input id="accounting-search" class="form-control form-control-sm accounting-search-input" type="search" name="q" value="{{ request.args.q }}" placeholder=" " required="required">
+    <input id="accounting-toolbar-search" class="form-control form-control-sm" type="search" name="q" value="{{ request.args.q }}" placeholder=" " required="required">
-    <label for="accounting-search" class="accounting-search-label">
+    <label id="accounting-toolbar-search-label" for="accounting-toolbar-search" class="input-group-text">
       <button type="submit">
         <i class="fa-solid fa-magnifying-glass"></i>
-        {{ A_("Search") }}
+        <span class="d-none d-md-inline">{{ A_("Search") }}</span>
       </button>
     </label>
   </form>

src/accounting/templates/accounting/currency/include/form.html

@@ -27,7 +27,7 @@ First written: 2023/2/6
 
 {% block content %}
 
-<div class="btn-group btn-actions mb-3">
+<div class="btn-group mb-3">
   <a class="btn btn-primary" role="button" href="{% block back_url %}{% endblock %}">
     <i class="fa-solid fa-circle-chevron-left"></i>
     {{ A_("Back") }}

src/accounting/templates/accounting/currency/list.html

@@ -25,31 +25,19 @@ First written: 2023/2/6
 
 {% block content %}
 
-<div class="btn-group mb-2 d-none d-md-inline-flex">
+<div class="mb-2 accounting-toolbar">
   {% if accounting_can_edit() %}
-    <a class="btn btn-primary text-nowrap" href="{{ url_for("accounting.currency.create")|accounting_append_next }}">
+    <a class="btn btn-primary text-nowrap d-none d-md-block" href="{{ url_for("accounting.currency.create")|accounting_append_next }}">
       <i class="fa-solid fa-plus"></i>
       {{ A_("New") }}
     </a>
   {% endif %}
-  <form class="btn btn-primary d-flex input-group accounting-search-desktop-form" action="{{ url_for("accounting.currency.list") }}" method="get" role="search" aria-label="{{ A_("Search for Desktop") }}">
+  <form class="btn btn-primary d-flex input-group" action="{{ url_for("accounting.currency.list") }}" method="get" role="search" aria-labelledby="accounting-toolbar-search-label">
-    <input id="accounting-search-desktop" class="form-control form-control-sm accounting-search-input" type="search" name="q" value="{{ request.args.q }}" placeholder=" " required="required">
+    <input id="accounting-toolbar-search" class="form-control form-control-sm" type="search" name="q" value="{{ request.args.q }}" placeholder=" " required="required">
-    <label for="accounting-search-desktop" class="accounting-search-label">
+    <label id="accounting-toolbar-search-label" for="accounting-toolbar-search" class="input-group-text">
       <button type="submit">
         <i class="fa-solid fa-magnifying-glass"></i>
-        {{ A_("Search") }}
+        <span class="d-none d-md-inline">{{ A_("Search") }}</span>
-      </button>
-    </label>
-  </form>
-</div>
-
-<div class="btn-group mb-2 d-md-none">
-  <form class="btn btn-primary d-flex input-group" action="{{ url_for("accounting.currency.list") }}" method="get" role="search" aria-label="{{ A_("Search for Mobile") }}">
-    <input id="accounting-search-mobile" class="form-control form-control-sm accounting-search-input" type="search" name="q" value="{{ request.args.q }}" placeholder=" " required="required">
-    <label for="accounting-search-mobile" class="accounting-search-label">
-      <button type="submit">
-        <i class="fa-solid fa-magnifying-glass"></i>
-        {{ A_("Search") }}
       </button>
     </label>
   </form>

src/accounting/templates/accounting/include/nav.html

@@ -28,7 +28,7 @@ First written: 2023/1/26
     </span>
     <ul class="dropdown-menu">
       <li>
-        <a class="dropdown-item {% if request.endpoint.startswith("accounting.report.") %} active {% endif %}" href="{{ url_for("accounting.report.journal-default") }}">
+        <a class="dropdown-item {% if request.endpoint.startswith("accounting.report.") %} active {% endif %}" href="{{ url_for("accounting.report.default") }}">
           <i class="fa-solid fa-book"></i>
           {{ A_("Reports") }}
         </a>

src/accounting/templates/accounting/report/balance-sheet.html

@@ -26,129 +26,35 @@ First written: 2023/3/7
   <script src="{{ url_for("accounting.static", filename="js/period-chooser.js") }}"></script>
 {% endblock %}
 
-{% block header %}{% block title %}{{ _("Balance Sheet of %(currency)s %(period)s", currency=report.currency.name|title, period=report.period.desc|title) }}{% endblock %}{% endblock %}
+{% block header %}{% block title %}{{ A_("Balance Sheet of %(currency)s %(period)s", currency=report.currency.name|title, period=report.period.desc|title) }}{% endblock %}{% endblock %}
 
 {% block content %}
 
-<div class="btn-group mb-2 d-none d-md-inline-flex">
+<div class="mb-3 accounting-toolbar">
-  {% if accounting_can_edit() %}
+  {% with use_currency_chooser = true,
-    <div class="btn-group" role="group">
+          use_period_chooser = true %}
-      <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
+    {% include "accounting/report/include/toolbar-buttons.html" %}
-        <i class="fa-solid fa-plus"></i>
-        {{ A_("New") }}
-      </button>
-      <ul class="dropdown-menu">
-        <li>
-          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_EXPENSE)|accounting_append_next }}">
-            {{ A_("Cash Expense") }}
-          </a>
-        </li>
-        <li>
-          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_INCOME)|accounting_append_next }}">
-            {{ A_("Cash Income") }}
-          </a>
-        </li>
-        <li>
-          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.TRANSFER)|accounting_append_next }}">
-            {{ A_("Transfer") }}
-          </a>
-        </li>
-      </ul>
-    </div>
-  {% endif %}
-  {% with report_chooser = report.report_chooser %}
-    {% include "accounting/report/include/report-chooser.html" %}
   {% endwith %}
-  <div class="btn-group">
-    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
-      <i class="fa-solid fa-money-bill-wave"></i>
-      {{ report.currency.name|title }}
-    </button>
-    <ul class="dropdown-menu">
-      {% for currency in report.currency_options %}
-        <li>
-          <a class="dropdown-item {% if currency.is_active %} active {% endif %}" href="{{ currency.url }}">
-            {{ currency.title }}
-          </a>
-        </li>
-      {% endfor %}
-    </ul>
-  </div>
-  <button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
-    <i class="fa-solid fa-calendar-day"></i>
-    {{ report.period.desc|title }}
-  </button>
-  <a class="btn btn-primary" role="button" href="{{ report.csv_uri }}">
-    <i class="fa-solid fa-download"></i>
-    {{ A_("Download") }}
-  </a>
 </div>
 
-{% with txn_types = report.txn_types %}
+{% include "accounting/report/include/add-txn-material-fab.html" %}
-  {% include "accounting/include/add-txn-material-fab.html" %}
-{% endwith %}
 
-<div class="btn-group btn-actions mb-3 d-md-none">
-  {% with report_chooser = report.report_chooser %}
-    {% include "accounting/report/include/report-chooser.html" %}
-  {% endwith %}
-  <div class="btn-group">
-    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
-      <i class="fa-solid fa-money-bill-wave"></i>
-    </button>
-    <ul class="dropdown-menu">
-      {% for currency in report.currency_options %}
-        <li>
-          <a class="dropdown-item {% if currency.is_active %} active {% endif %}" href="{{ currency.url }}">
-            {{ currency.title }}
-          </a>
-        </li>
-      {% endfor %}
-    </ul>
-  </div>
-  <button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
-    <i class="fa-solid fa-calendar-day"></i>
-    {{ A_("Period") }}
-  </button>
-</div>
-
-{% with period = report.period, period_chooser = report.period_chooser %}
 {% include "accounting/report/include/period-chooser.html" %}
-{% endwith %}
 
 {% include "accounting/report/include/search-modal.html" %}
 
 {% if report.has_data %}
   <div class="accounting-sheet">
     <div class="d-none d-sm-flex justify-content-center mb-3">
-      <h2 class="text-center">{{ _("Balance Sheet of %(currency)s %(period)s", currency=report.currency.name|title, period=report.period.desc|title) }}</h2>
+      <h2 class="text-center">{{ A_("Balance Sheet of %(currency)s %(period)s", currency=report.currency.name|title, period=report.period.desc|title) }}</h2>
     </div>
 
     <div class="row accounting-report-table accounting-balance-sheet-table">
       <div class="col-sm-6">
         {% if report.assets.subsections %}
-          <div class="accounting-report-table-row accounting-balance-sheet-section">
+          {% with section = report.assets %}
-            <div>{{ report.assets.title.title|title }}</div>
+            {% include "accounting/report/include/balance-sheet-section.html" %}
-          </div>
+          {% endwith %}
-          <div class="accounting-report-table-body">
-            {% for subsection in report.assets.subsections %}
-              <div class="accounting-report-table-row accounting-balance-sheet-subsection">
-                <div>
-                  <span class="d-none d-md-inline">{{ subsection.title.code }}</span>
-                  {{ subsection.title.title|title }}
-                </div>
-              </div>
-              {% for account in subsection.accounts %}
-                <a class="d-flex justify-content-between accounting-report-table-row accounting-balance-sheet-account" href="{{ account.url }}">
-                  <div>
-                    <span class="d-none d-md-inline">{{ account.account.code }}</span>
-                    {{ account.account.title|title }}
-                  </div>
-                  <div class="accounting-amount {% if account.amount < 0 %} text-danger {% endif %}">{{ account.amount|accounting_report_format_amount }}</div>
-                </a>
-              {% endfor %}
-            {% endfor %}
-          </div>
           <div class="d-md-none d-flex justify-content-between accounting-report-table-row accounting-balance-sheet-total">
             <div>{{ A_("Total") }}</div>
             <div class="accounting-amount {% if report.assets.total < 0 %} text-danger {% endif %}">{{ report.assets.total|accounting_report_format_amount }}</div>
@@ -158,28 +64,9 @@ First written: 2023/3/7
 
       <div class="col-sm-6">
         {% if report.liabilities.subsections %}
-          <div class="accounting-report-table-row accounting-balance-sheet-section">
+          {% with section = report.liabilities %}
-            <div>{{ report.liabilities.title.title|title }}</div>
+            {% include "accounting/report/include/balance-sheet-section.html" %}
-          </div>
+          {% endwith %}
-          <div class="accounting-report-table-body">
-            {% for subsection in report.liabilities.subsections %}
-              <div class="accounting-report-table-row accounting-balance-sheet-subsection">
-                <div>
-                  <span class="d-none d-md-inline">{{ subsection.title.code }}</span>
-                  {{ subsection.title.title|title }}
-                </div>
-              </div>
-              {% for account in subsection.accounts %}
-                <a class="d-flex justify-content-between accounting-report-table-row accounting-balance-sheet-account" href="{{ account.url }}">
-                  <div>
-                    <span class="d-none d-md-inline">{{ account.account.code }}</span>
-                    {{ account.account.title|title }}
-                  </div>
-                  <div class="accounting-amount {% if account.amount < 0 %} text-danger {% endif %}">{{ account.amount|accounting_report_format_amount }}</div>
-                </a>
-              {% endfor %}
-            {% endfor %}
-          </div>
           <div class="d-flex justify-content-between accounting-report-table-row accounting-balance-sheet-subtotal">
             <div>{{ A_("Total") }}</div>
             <div class="accounting-amount {% if report.liabilities.total < 0 %} text-danger {% endif %}">{{ report.liabilities.total|accounting_report_format_amount }}</div>
@@ -187,28 +74,9 @@ First written: 2023/3/7
         {% endif %}
 
         {% if report.owner_s_equity.subsections %}
-          <div class="accounting-report-table-row accounting-balance-sheet-section">
+          {% with section = report.owner_s_equity %}
-            <div>{{ report.owner_s_equity.title.title|title }}</div>
+            {% include "accounting/report/include/balance-sheet-section.html" %}
-          </div>
+          {% endwith %}
-          <div class="accounting-report-table-body">
-            {% for subsection in report.owner_s_equity.subsections %}
-              <div class="accounting-report-table-row accounting-balance-sheet-subsection">
-                <div>
-                  <span class="d-none d-md-inline">{{ subsection.title.code }}</span>
-                  {{ subsection.title.title|title }}
-                </div>
-              </div>
-              {% for account in subsection.accounts %}
-                <a class="d-flex justify-content-between accounting-report-table-row accounting-balance-sheet-account" href="{{ account.url }}">
-                  <div>
-                    <span class="d-none d-md-inline">{{ account.account.code }}</span>
-                    {{ account.account.title|title }}
-                  </div>
-                  <div class="accounting-amount {% if account.amount < 0 %} text-danger {% endif %}">{{ account.amount|accounting_report_format_amount }}</div>
-                </a>
-              {% endfor %}
-            {% endfor %}
-          </div>
           <div class="d-flex justify-content-between accounting-report-table-row accounting-balance-sheet-subtotal">
             <div>{{ A_("Total") }}</div>
             <div class="accounting-amount {% if report.owner_s_equity.total < 0 %} text-danger {% endif %}">{{ report.owner_s_equity.total|accounting_report_format_amount }}</div>

src/accounting/templates/accounting/report/include/add-txn-material-fab.html

@@ -22,13 +22,13 @@ First written: 2023/2/25
 {% if accounting_can_edit() %}
   <div id="accounting-material-fab-speed-dial" class="d-md-none accounting-material-fab">
     <div id="accounting-material-fab-speed-dial-actions" class="d-md-none accounting-material-fab-speed-dial-group">
-      <a class="btn rounded-pill" href="{{ url_for("accounting.transaction.create", txn_type=txn_types.CASH_EXPENSE)|accounting_append_next }}">
+      <a class="btn rounded-pill" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_EXPENSE)|accounting_append_next }}">
         {{ A_("Cash expense") }}
       </a>
-      <a class="btn rounded-pill" href="{{ url_for("accounting.transaction.create", txn_type=txn_types.CASH_INCOME)|accounting_append_next }}">
+      <a class="btn rounded-pill" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_INCOME)|accounting_append_next }}">
         {{ A_("Cash income") }}
       </a>
-      <a class="btn rounded-pill" href="{{ url_for("accounting.transaction.create", txn_type=txn_types.TRANSFER)|accounting_append_next }}">
+      <a class="btn rounded-pill" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.TRANSFER)|accounting_append_next }}">
         {{ A_("Transfer") }}
       </a>
     </div>

src/accounting/templates/accounting/report/include/balance-sheet-section.html

@@ -0,0 +1,43 @@
+{#
+The Mia! Accounting Flask Project
+balance-sheet-section.html: A section in the balance sheet.
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/3/8
+#}
+<div class="accounting-report-table-row accounting-balance-sheet-section">
+  <div>{{ section.title.title|title }}</div>
+</div>
+<div class="accounting-report-table-body">
+  {% for subsection in section.subsections %}
+    <div class="accounting-report-table-row accounting-balance-sheet-subsection">
+      <div>
+        <span class="d-none d-md-inline">{{ subsection.title.code }}</span>
+        {{ subsection.title.title|title }}
+      </div>
+    </div>
+    {% for account in subsection.accounts %}
+      <a class="d-flex justify-content-between accounting-report-table-row accounting-balance-sheet-account" href="{{ account.url }}">
+        <div>
+          <span class="d-none d-md-inline">{{ account.account.code }}</span>
+          {{ account.account.title|title }}
+        </div>
+        <div class="accounting-amount {% if account.amount < 0 %} text-danger {% endif %}">{{ account.amount|accounting_report_format_amount }}</div>
+      </a>
+    {% endfor %}
+  {% endfor %}
+</div>

src/accounting/templates/accounting/report/include/income-expenses-row-desktop.html

@@ -0,0 +1,27 @@
+{#
+The Mia! Accounting Flask Project
+income-expenses-row-desktop.html: The row in the income and expenses log for the desktop computers
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/3/8
+#}
+<div>{{ entry.date|accounting_format_date }}</div>
+<div>{{ entry.account.title|title }}</div>
+<div>{{ entry.summary|accounting_default }}</div>
+<div class="accounting-amount">{{ entry.income|accounting_format_amount|accounting_default }}</div>
+<div class="accounting-amount">{{ entry.expense|accounting_format_amount|accounting_default }}</div>
+<div class="accounting-amount {% if entry.balance < 0 %} text-danger {% endif %}">{{ entry.balance|accounting_report_format_amount }}</div>

src/accounting/templates/accounting/report/include/income-expenses-row-mobile.html

@@ -1,6 +1,6 @@
 {#
 The Mia! Accounting Flask Project
-income-expenses-mobile-row.html: The row in the income and expenses for the mobile devices
+income-expenses-row-mobile.html: The row in the income and expenses log for the mobile devices
 
  Copyright (c) 2023 imacat.
 

src/accounting/templates/accounting/report/include/ledger-row-desktop.html

@@ -0,0 +1,26 @@
+{#
+The Mia! Accounting Flask Project
+ledger-row-desktop.html: The row in the ledger for the desktop computers
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/3/8
+#}
+<div>{{ entry.date|accounting_format_date }}</div>
+<div>{{ entry.summary|accounting_default }}</div>
+<div class="accounting-amount">{{ entry.debit|accounting_format_amount|accounting_default }}</div>
+<div class="accounting-amount">{{ entry.credit|accounting_format_amount|accounting_default }}</div>
+<div class="accounting-amount {% if entry.balance < 0 %} text-danger {% endif %}">{{ entry.balance|accounting_report_format_amount }}</div>

src/accounting/templates/accounting/report/include/ledger-row-mobile.html

@@ -1,6 +1,6 @@
 {#
 The Mia! Accounting Flask Project
-ledger-mobile-row.html: The row in the ledger for the mobile devices
+ledger-row-mobile.html: The row in the ledger for the mobile devices
 
  Copyright (c) 2023 imacat.
 

src/accounting/templates/accounting/report/include/period-chooser.html

@@ -19,7 +19,7 @@ period-chooser.html: The period chooser
 Author: imacat@mail.imacat.idv.tw (imacat)
 First written: 2023/3/4
 #}
-<div id="accounting-period-chooser-modal" class="modal fade" tabindex="-1" aria-labelledby="accounting-period-chooser-modal-label" aria-hidden="true" data-url-template="{{ period_chooser.url_template }}">
+<div id="accounting-period-chooser-modal" class="modal fade" tabindex="-1" aria-labelledby="accounting-period-chooser-modal-label" aria-hidden="true" data-url-template="{{ report.period_chooser.url_template }}">
   <div class="modal-dialog">
     <div class="modal-content">
       <div class="modal-header">
@@ -30,62 +30,62 @@ First written: 2023/3/4
         {# Tab navigation #}
         <ul class="nav nav-tabs mb-2">
           <li class="nav-item">
-            <span id="accounting-period-chooser-month-tab" class="nav-link {% if period.is_type_month %} active {% endif %} accounting-clickable" aria-current="{% if period.is_type_month %} page {% else %} false {% endif %}" data-tab-id="month">
+            <span id="accounting-period-chooser-month-tab" class="nav-link {% if report.period.is_type_month %} active {% endif %} accounting-clickable" aria-current="{% if report.period.is_type_month %} page {% else %} false {% endif %}" data-tab-id="month">
               {{ A_("Month") }}
             </span>
           </li>
           <li class="nav-item">
-            <span id="accounting-period-chooser-year-tab" class="nav-link {% if period.is_a_year %} active {% endif %} accounting-clickable" aria-current="{% if period.is_a_year %} page {% else %} false {% endif %}" data-tab-id="year">
+            <span id="accounting-period-chooser-year-tab" class="nav-link {% if report.period.is_a_year %} active {% endif %} accounting-clickable" aria-current="{% if report.period.is_a_year %} page {% else %} false {% endif %}" data-tab-id="year">
               {{ A_("Year") }}
             </span>
           </li>
           <li class="nav-item">
-            <span id="accounting-period-chooser-day-tab" class="nav-link {% if period.is_a_day %} active {% endif %} accounting-clickable" aria-current="{% if period.is_a_day %} page {% else %} false {% endif %}" data-tab-id="day">
+            <span id="accounting-period-chooser-day-tab" class="nav-link {% if report.period.is_a_day %} active {% endif %} accounting-clickable" aria-current="{% if report.period.is_a_day %} page {% else %} false {% endif %}" data-tab-id="day">
               {{ A_("Day") }}
             </span>
           </li>
           <li class="nav-item">
-            <span id="accounting-period-chooser-custom-tab" class="nav-link {% if period.is_type_arbitrary %} active {% endif %} accounting-clickable" aria-current="{% if period.is_type_arbitrary %} page {% else %} false {% endif %}" data-tab-id="custom">
+            <span id="accounting-period-chooser-custom-tab" class="nav-link {% if report.period.is_type_arbitrary %} active {% endif %} accounting-clickable" aria-current="{% if report.period.is_type_arbitrary %} page {% else %} false {% endif %}" data-tab-id="custom">
               {{ A_("Custom") }}
             </span>
           </li>
         </ul>
 
         {# The month periods #}
-        <div id="accounting-period-chooser-month-page" {% if period.is_type_month %} aria-current="page" {% else %} class="d-none" aria-current="false" {% endif %} aria-labelledby="accounting-period-chooser-month-tab">
+        <div id="accounting-period-chooser-month-page" {% if report.period.is_type_month %} aria-current="page" {% else %} class="d-none" aria-current="false" {% endif %} aria-labelledby="accounting-period-chooser-month-tab">
           <div>
-            <a class="btn {% if period.is_this_month %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ period_chooser.this_month_url }}">
+            <a class="btn {% if report.period.is_this_month %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ report.period_chooser.this_month_url }}">
               {{ A_("This month") }}
             </a>
-            {% if period_chooser.has_last_month %}
+            {% if report.period_chooser.has_last_month %}
-              <a class="btn {% if period.is_last_month %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ period_chooser.last_month_url }}">
+              <a class="btn {% if report.period.is_last_month %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ report.period_chooser.last_month_url }}">
                 {{ A_("Last month") }}
               </a>
-              <a class="btn {% if period.is_since_last_month %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ period_chooser.since_last_month_url }}">
+              <a class="btn {% if report.period.is_since_last_month %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ report.period_chooser.since_last_month_url }}">
                 {{ A_("Since last month") }}
               </a>
             {% endif %}
           </div>
-          {% if period_chooser.has_data %}
+          {% if report.period_chooser.has_data %}
-            <div id="accounting-period-chooser-month-chooser" class="mt-3" data-start="{{ period_chooser.data_start }}" data-default="{{ period.start }}"></div>
+            <div id="accounting-period-chooser-month-chooser" class="mt-3" data-start="{{ report.period_chooser.data_start }}" data-default="{{ report.period.start|accounting_default(report.period_chooser.data_start) }}"></div>
           {% endif %}
         </div>
 
         {# The year periods #}
-        <div id="accounting-period-chooser-year-page" {% if period.is_a_year %} aria-current="page" {% else %} class="d-none" aria-current="false" {% endif %} aria-labelledby="accounting-period-chooser-year-tab">
+        <div id="accounting-period-chooser-year-page" {% if report.period.is_a_year %} aria-current="page" {% else %} class="d-none" aria-current="false" {% endif %} aria-labelledby="accounting-period-chooser-year-tab">
-          <a class="btn {% if period.is_this_year %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ period_chooser.this_year_url }}">
+          <a class="btn {% if report.period.is_this_year %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ report.period_chooser.this_year_url }}">
             {{ A_("This year") }}
           </a>
-          {% if period_chooser.has_last_year %}
+          {% if report.period_chooser.has_last_year %}
-            <a class="btn {% if period.is_last_year %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ period_chooser.last_year_url }}">
+            <a class="btn {% if report.period.is_last_year %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ report.period_chooser.last_year_url }}">
               {{ A_("Last year") }}
             </a>
           {% endif %}
-          {% if period_chooser.available_years %}
+          {% if report.period_chooser.available_years %}
             <ul class="nav nav-pills mt-3">
-              {% for year in period_chooser.available_years %}
+              {% for year in report.period_chooser.available_years %}
                 <li class="nav-item">
-                  <a class="nav-link {% if period.is_year(year) %} active {% endif %}" href="{{ period_chooser.year_url(year) }}">{{ year }}</a>
+                  <a class="nav-link {% if report.period.is_year(year) %} active {% endif %}" href="{{ report.period_chooser.year_url(year) }}">{{ year }}</a>
                 </li>
               {% endfor %}
             </ul>
@@ -93,21 +93,21 @@ First written: 2023/3/4
         </div>
 
         {# The day periods #}
-        <div id="accounting-period-chooser-day-page" {% if period.is_a_day %} aria-current="page" {% else %} class="d-none" aria-current="false" {% endif %} aria-labelledby="accounting-period-chooser-day-tab">
+        <div id="accounting-period-chooser-day-page" {% if report.period.is_a_day %} aria-current="page" {% else %} class="d-none" aria-current="false" {% endif %} aria-labelledby="accounting-period-chooser-day-tab">
           <div>
-            <a class="btn {% if period.is_today %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ period_chooser.today_url }}">
+            <a class="btn {% if report.period.is_today %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ report.period_chooser.today_url }}">
               {{ A_("Today") }}
             </a>
-            {% if period_chooser.has_yesterday %}
+            {% if report.period_chooser.has_yesterday %}
-              <a class="btn {% if period.is_yesterday %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ period_chooser.yesterday_url }}">
+              <a class="btn {% if report.period.is_yesterday %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ report.period_chooser.yesterday_url }}">
                 {{ A_("Yesterday") }}
               </a>
             {% endif %}
           </div>
-          {% if period_chooser.has_data %}
+          {% if report.period_chooser.has_data %}
             <div class="mt-3">
               <div class="form-floating mb-3">
-                <input id="accounting-period-chooser-day-date" class="form-control" type="date" value="{{ period.start|accounting_default }}" min="{{ period_chooser.data_start }}" required="required">
+                <input id="accounting-period-chooser-day-date" class="form-control" type="date" value="{{ report.period.start|accounting_default }}" min="{{ report.period_chooser.data_start }}" required="required">
                 <label for="accounting-period-chooser-day-date" class="form-label">{{ A_("Date") }}</label>
                 <div id="accounting-period-chooser-day-date-error" class="invalid-feedback"></div>
               </div>
@@ -116,22 +116,22 @@ First written: 2023/3/4
         </div>
 
         {# The custom periods #}
-        <div id="accounting-period-chooser-custom-page" {% if period.is_type_arbitrary %} aria-current="page" {% else %} class="d-none" aria-current="false" {% endif %} aria-labelledby="accounting-period-chooser-custom-tab">
+        <div id="accounting-period-chooser-custom-page" {% if report.period.is_type_arbitrary %} aria-current="page" {% else %} class="d-none" aria-current="false" {% endif %} aria-labelledby="accounting-period-chooser-custom-tab">
           <div>
-            <a class="btn {% if period.is_all %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ period_chooser.all_url }}">
+            <a class="btn {% if report.period.is_all %} btn-primary {% else %} btn-outline-primary {% endif %}" role="button" href="{{ report.period_chooser.all_url }}">
               {{ A_("All") }}
             </a>
           </div>
-          {% if period_chooser.has_data %}
+          {% if report.period_chooser.has_data %}
             <div class="mt-3">
               <div class="form-floating mb-3">
-                <input id="accounting-period-chooser-custom-start" class="form-control" type="date" value="{{ period.start|accounting_default }}" min="{{ period_chooser.data_start }}" max="{{ period.end }}" required="required">
+                <input id="accounting-period-chooser-custom-start" class="form-control" type="date" value="{{ report.period.start|accounting_default }}" min="{{ report.period_chooser.data_start }}" max="{{ report.period.end }}" required="required">
                 <label for="accounting-period-chooser-custom-start" class="form-label">{{ A_("From") }}</label>
                 <div id="accounting-period-chooser-custom-start-error" class="invalid-feedback"></div>
               </div>
 
               <div class="form-floating mb-3">
-                <input id="accounting-period-chooser-custom-end" class="form-control" type="date" value="{{ period.end|accounting_default }}" min="{{ period.start }}" required="required">
+                <input id="accounting-period-chooser-custom-end" class="form-control" type="date" value="{{ report.period.end|accounting_default }}" min="{{ report.period.start }}" required="required">
                 <label for="accounting-period-chooser-custom-end" class="form-label">{{ A_("To") }}</label>
                 <div id="accounting-period-chooser-custom-end-error" class="invalid-feedback"></div>
               </div>

src/accounting/templates/accounting/report/include/report-chooser.html

@@ -1,38 +0,0 @@
-{#
-The Mia! Accounting Flask Project
-report-chooser.html: The report chooser
-
- Copyright (c) 2023 imacat.
-
- Licensed under the Apache License, Version 2.0 (the "License");
- you may not use this file except in compliance with the License.
- You may obtain a copy of the License at
-
-     http://www.apache.org/licenses/LICENSE-2.0
-
- Unless required by applicable law or agreed to in writing, software
- distributed under the License is distributed on an "AS IS" BASIS,
- WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
- See the License for the specific language governing permissions and
- limitations under the License.
-
-Author: imacat@mail.imacat.idv.tw (imacat)
-First written: 2023/3/4
-#}
-<div class="btn-group" role="group">
-  <button id="accounting-report-chooser" class="btn btn-primary dropdown-toggle" type="button" data-bs-toggle="dropdown" aria-expanded="false">
-    <i class="fa-solid fa-book"></i>
-    <span class="d-none d-md-inline">{{ report_chooser.current_report }}</span>
-    <span class="d-md-none">{{ A_("Report") }}</span>
-  </button>
-  <ul class="dropdown-menu" aria-labelledby="accounting-report-chooser">
-    {% for report in report_chooser %}
-      <li><a class="dropdown-item {% if report.is_active %} active {% endif %}" href="{{ report.url }}">{{ report.title }}</a></li>
-    {% endfor %}
-    <li>
-      <span class="dropdown-item accounting-clickable" data-bs-toggle="modal" data-bs-target="#accounting-search-modal">
-        {{ A_("Search") }}
-      </span>
-    </li>
-  </ul>
-</div>

src/accounting/templates/accounting/report/include/search-modal.html

@@ -19,7 +19,7 @@ search-modal.html: The search modal
 Author: imacat@mail.imacat.idv.tw (imacat)
 First written: 2023/3/8
 #}
-<form action="{{ url_for("accounting.report.search") }}" method="get" role="search" aria-label="{{ A_("Search the Accounting Data") }}">
+<form action="{{ url_for("accounting.report.search") }}" method="get" role="search" aria-labelledby="accounting-search-modal-label">
   <div class="modal fade" id="accounting-search-modal" tabindex="-1" aria-labelledby="accounting-search-modal-label" aria-hidden="true">
     <div class="modal-dialog">
       <div class="modal-content">

src/accounting/templates/accounting/report/include/toolbar-buttons.html

@@ -0,0 +1,130 @@
+{#
+The Mia! Accounting Flask Project
+toolbar-buttons.html: The toolbar buttons on the report
+
+ Copyright (c) 2023 imacat.
+
+ Licensed under the Apache License, Version 2.0 (the "License");
+ you may not use this file except in compliance with the License.
+ You may obtain a copy of the License at
+
+     http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing, software
+ distributed under the License is distributed on an "AS IS" BASIS,
+ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ See the License for the specific language governing permissions and
+ limitations under the License.
+
+Author: imacat@mail.imacat.idv.tw (imacat)
+First written: 2023/3/8
+#}
+{% if accounting_can_edit() %}
+  <div class="btn-group d-none d-md-flex" role="group">
+    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
+      <i class="fa-solid fa-plus"></i>
+      <span class="d-none d-md-inline">{{ A_("New") }}</span>
+    </button>
+    <ul class="dropdown-menu">
+      <li>
+        <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_EXPENSE)|accounting_append_next }}">
+          {{ A_("Cash Expense") }}
+        </a>
+      </li>
+      <li>
+        <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_INCOME)|accounting_append_next }}">
+          {{ A_("Cash Income") }}
+        </a>
+      </li>
+      <li>
+        <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.TRANSFER)|accounting_append_next }}">
+          {{ A_("Transfer") }}
+        </a>
+      </li>
+    </ul>
+  </div>
+{% endif %}
+<div class="btn-group" role="group">
+  <button class="btn btn-primary dropdown-toggle" type="button" data-bs-toggle="dropdown" aria-expanded="false">
+    <i class="fa-solid fa-book"></i>
+    <span class="d-none d-md-inline">{{ report.report_chooser.current_report }}</span>
+  </button>
+  <ul class="dropdown-menu" aria-label="{{ A_("Report") }}">
+    {% for report in report.report_chooser %}
+      <li>
+        <a class="dropdown-item {% if report.is_active %} active {% endif %}" href="{{ report.url }}">
+          <i class="{{ report.fa_icon }}"></i>
+          {{ report.title }}
+        </a>
+      </li>
+    {% endfor %}
+    <li>
+      <span class="dropdown-item {% if report.report_chooser.is_search %} active {% endif %} accounting-clickable" data-bs-toggle="modal" data-bs-target="#accounting-search-modal">
+        <i class="fa-solid fa-magnifying-glass"></i>
+        {{ A_("Search") }}
+      </span>
+    </li>
+  </ul>
+</div>
+{% if use_currency_chooser %}
+  <div class="btn-group" role="group">
+    <button class="btn btn-primary dropdown-toggle" type="button" data-bs-toggle="dropdown" aria-expanded="false">
+      <i class="fa-solid fa-money-bill-wave"></i>
+      <span class="d-none d-md-inline">{{ report.currency.name|title }}</span>
+    </button>
+    <ul class="dropdown-menu" aria-label="{{ A_("Currency") }}">
+      {% for currency in report.currency_options %}
+        <li>
+          <a class="dropdown-item {% if currency.is_active %} active {% endif %}" href="{{ currency.url }}">
+            {{ currency.title }}
+          </a>
+        </li>
+      {% endfor %}
+    </ul>
+  </div>
+{% endif %}
+{% if use_account_chooser %}
+  <div class="btn-group" role="group">
+    <button class="btn btn-primary dropdown-toggle" type="button" data-bs-toggle="dropdown" aria-expanded="false">
+      <i class="fa-solid fa-clipboard"></i>
+      <span class="d-none d-md-inline">{{ report.account.title|title }}</span>
+    </button>
+    <ul class="dropdown-menu" aria-label="{{ A_("Account") }}">
+      {% for account in report.account_options %}
+        <li>
+          <a class="dropdown-item {% if account.is_active %} active {% endif %}" href="{{ account.url }}">
+            {{ account.title|title }}
+          </a>
+        </li>
+      {% endfor %}
+    </ul>
+  </div>
+{% endif %}
+{% if use_period_chooser %}
+  <button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
+    <i class="fa-solid fa-calendar-day"></i>
+    <span class="d-none d-md-inline">{{ report.period.desc|title }}</span>
+  </button>
+{% endif %}
+{% if report.has_data %}
+  <a class="btn btn-primary" role="button" href="{{ report.csv_uri }}">
+    <i class="fa-solid fa-download"></i>
+    <span class="d-none d-md-inline">{{ A_("Download") }}</span>
+  </a>
+{% else %}
+  <button class="btn btn-secondary" type="button" disabled="disabled">
+    <i class="fa-solid fa-download"></i>
+    <span class="d-none d-md-inline">{{ A_("Download") }}</span>
+  </button>
+{% endif %}
+{% if use_search %}
+  <form class="btn btn-primary d-flex input-group" action="{{ url_for("accounting.report.search") }}" method="get" role="search" aria-labelledby="accounting-toolbar-search-label">
+    <input id="accounting-toolbar-search" class="form-control form-control-sm" type="search" name="q" value="{{ request.args.q }}" placeholder=" " required="required">
+    <label id="accounting-toolbar-search-label" for="accounting-toolbar-search" class="input-group-text">
+      <button type="submit">
+        <i class="fa-solid fa-magnifying-glass"></i>
+        <span class="d-none d-md-inline">{{ A_("Search") }}</span>
+      </button>
+    </label>
+  </form>
+{% endif %}

src/accounting/templates/accounting/report/income-expenses.html

@@ -1,6 +1,6 @@
 {#
 The Mia! Accounting Flask Project
-income-expenses.html: The income and expenses
+income-expenses.html: The income and expenses log
 
  Copyright (c) 2023 imacat.
 
@@ -24,127 +24,23 @@ First written: 2023/3/5
 {% block accounting_scripts %}
   <script src="{{ url_for("accounting.static", filename="js/material-fab-speed-dial.js") }}"></script>
   <script src="{{ url_for("accounting.static", filename="js/period-chooser.js") }}"></script>
-  <script src="{{ url_for("accounting.static", filename="js/table-row-link.js") }}"></script>
 {% endblock %}
 
-{% block header %}{% block title %}{{ _("Income and Expenses of %(account)s in %(currency)s %(period)s", currency=report.currency.name|title, account=report.account|title, period=report.period.desc|title) }}{% endblock %}{% endblock %}
+{% block header %}{% block title %}{{ A_("Income and Expenses Log of %(account)s in %(currency)s %(period)s", currency=report.currency.name|title, account=report.account.title|title, period=report.period.desc|title) }}{% endblock %}{% endblock %}
 
 {% block content %}
 
-<div class="btn-group mb-2 d-none d-md-inline-flex">
+<div class="mb-3 accounting-toolbar">
-  {% if accounting_can_edit() %}
+  {% with use_currency_chooser = true,
-    <div class="btn-group" role="group">
+          use_account_chooser = true,
-      <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
+          use_period_chooser = true %}
-        <i class="fa-solid fa-plus"></i>
+    {% include "accounting/report/include/toolbar-buttons.html" %}
-        {{ A_("New") }}
-      </button>
-      <ul class="dropdown-menu">
-        <li>
-          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_EXPENSE)|accounting_append_next }}">
-            {{ A_("Cash Expense") }}
-          </a>
-        </li>
-        <li>
-          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_INCOME)|accounting_append_next }}">
-            {{ A_("Cash Income") }}
-          </a>
-        </li>
-        <li>
-          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.TRANSFER)|accounting_append_next }}">
-            {{ A_("Transfer") }}
-          </a>
-        </li>
-      </ul>
-    </div>
-  {% endif %}
-  {% with report_chooser = report.report_chooser %}
-    {% include "accounting/report/include/report-chooser.html" %}
   {% endwith %}
-  <div class="btn-group">
-    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
-      <i class="fa-solid fa-money-bill-wave"></i>
-      {{ report.currency.name|title }}
-    </button>
-    <ul class="dropdown-menu">
-      {% for currency in report.currency_options %}
-        <li>
-          <a class="dropdown-item {% if currency.is_active %} active {% endif %}" href="{{ currency.url }}">
-            {{ currency.title }}
-          </a>
-        </li>
-      {% endfor %}
-    </ul>
-  </div>
-  <div class="btn-group">
-    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
-      <i class="fa-solid fa-clipboard"></i>
-      {{ report.account.title|title }}
-    </button>
-    <ul class="dropdown-menu">
-      {% for account in report.account_options %}
-        <li>
-          <a class="dropdown-item {% if account.is_active %} active {% endif %}" href="{{ account.url }}">
-            {{ account.title|title }}
-          </a>
-        </li>
-      {% endfor %}
-    </ul>
-  </div>
-  <button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
-    <i class="fa-solid fa-calendar-day"></i>
-    {{ report.period.desc|title }}
-  </button>
-  <a class="btn btn-primary" role="button" href="{{ report.csv_uri }}">
-    <i class="fa-solid fa-download"></i>
-    {{ A_("Download") }}
-  </a>
 </div>
 
-{% with txn_types = report.txn_types %}
+{% include "accounting/report/include/add-txn-material-fab.html" %}
-  {% include "accounting/include/add-txn-material-fab.html" %}
-{% endwith %}
 
-<div class="btn-group btn-actions mb-3 d-md-none">
-  {% with report_chooser = report.report_chooser %}
-    {% include "accounting/report/include/report-chooser.html" %}
-  {% endwith %}
-  <div class="btn-group">
-    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
-      <i class="fa-solid fa-money-bill-wave"></i>
-    </button>
-    <ul class="dropdown-menu">
-      {% for currency in report.currency_options %}
-        <li>
-          <a class="dropdown-item {% if currency.is_active %} active {% endif %}" href="{{ currency.url }}">
-            {{ currency.title }}
-          </a>
-        </li>
-      {% endfor %}
-    </ul>
-  </div>
-  <div class="btn-group">
-    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
-      <i class="fa-solid fa-clipboard"></i>
-    </button>
-    <ul class="dropdown-menu">
-      {% for account in report.account_options %}
-        <li>
-          <a class="dropdown-item {% if account.is_active %} active {% endif %}" href="{{ account.url }}">
-            {{ account.title|title }}
-          </a>
-        </li>
-      {% endfor %}
-    </ul>
-  </div>
-  <button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
-    <i class="fa-solid fa-calendar-day"></i>
-    {{ A_("Period") }}
-  </button>
-</div>
-
-{% with period = report.period, period_chooser = report.period_chooser %}
 {% include "accounting/report/include/period-chooser.html" %}
-{% endwith %}
 
 {% include "accounting/report/include/search-modal.html" %}
 
@@ -168,23 +64,13 @@ First written: 2023/3/5
       {% if report.brought_forward %}
         {% with entry = report.brought_forward %}
           <div class="accounting-report-table-row">
-            <div>{{ entry.date|accounting_format_date }}</div>
+            {% include "accounting/report/include/income-expenses-row-desktop.html" %}
-            <div>{{ entry.account.title|title }}</div>
-            <div>{{ entry.summary|accounting_default }}</div>
-            <div class="accounting-amount">{{ entry.income|accounting_format_amount|accounting_default }}</div>
-            <div class="accounting-amount">{{ entry.expense|accounting_format_amount|accounting_default }}</div>
-            <div class="accounting-amount {% if entry.balance < 0 %} text-danger {% endif %}">{{ entry.balance|accounting_report_format_amount }}</div>
           </div>
         {% endwith %}
       {% endif %}
       {% for entry in report.entries %}
-        <a class="accounting-report-table-row" href="{{ url_for("accounting.transaction.detail", txn=entry.transaction)|accounting_append_next }}">
+        <a class="accounting-report-table-row" href="{{ entry.url|accounting_append_next }}">
-          <div>{{ entry.date|accounting_format_date }}</div>
+          {% include "accounting/report/include/income-expenses-row-desktop.html" %}
-          <div>{{ entry.account.title|title }}</div>
-          <div>{{ entry.summary|accounting_default }}</div>
-          <div class="accounting-amount">{{ entry.income|accounting_format_amount|accounting_default }}</div>
-          <div class="accounting-amount">{{ entry.expense|accounting_format_amount|accounting_default }}</div>
-          <div class="accounting-amount {% if entry.balance < 0 %} text-danger {% endif %}">{{ entry.balance|accounting_report_format_amount }}</div>
         </a>
       {% endfor %}
     </div>
@@ -206,19 +92,19 @@ First written: 2023/3/5
   {% if report.brought_forward %}
     {% with entry = report.brought_forward %}
       <div class="list-group-item list-group-item-action d-flex justify-content-between">
-        {% include "accounting/report/include/income-expenses-mobile-row.html" %}
+        {% include "accounting/report/include/income-expenses-row-mobile.html" %}
       </div>
     {% endwith %}
   {% endif %}
   {% for entry in report.entries %}
-    <a class="list-group-item list-group-item-action d-flex justify-content-between" href="{{ url_for("accounting.transaction.detail", txn=entry.transaction)|accounting_append_next }}">
+    <a class="list-group-item list-group-item-action d-flex justify-content-between" href="{{ entry.url|accounting_append_next }}">
-      {% include "accounting/report/include/income-expenses-mobile-row.html" %}
+      {% include "accounting/report/include/income-expenses-row-mobile.html" %}
     </a>
   {% endfor %}
   {% if report.total %}
     {% with entry = report.total %}
       <div class="list-group-item list-group-item-action d-flex justify-content-between">
-        {% include "accounting/report/include/income-expenses-mobile-row.html" %}
+        {% include "accounting/report/include/income-expenses-row-mobile.html" %}
       </div>
     {% endwith %}
   {% endif %}

src/accounting/templates/accounting/report/income-statement.html

@@ -26,102 +26,27 @@ First written: 2023/3/7
   <script src="{{ url_for("accounting.static", filename="js/period-chooser.js") }}"></script>
 {% endblock %}
 
-{% block header %}{% block title %}{{ _("Income Statement of %(currency)s %(period)s", currency=report.currency.name|title, period=report.period.desc|title) }}{% endblock %}{% endblock %}
+{% block header %}{% block title %}{{ A_("Income Statement of %(currency)s %(period)s", currency=report.currency.name|title, period=report.period.desc|title) }}{% endblock %}{% endblock %}
 
 {% block content %}
 
-<div class="btn-group mb-2 d-none d-md-inline-flex">
+<div class="mb-3 accounting-toolbar">
-  {% if accounting_can_edit() %}
+  {% with use_currency_chooser = true,
-    <div class="btn-group" role="group">
+          use_period_chooser = true %}
-      <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
+    {% include "accounting/report/include/toolbar-buttons.html" %}
-        <i class="fa-solid fa-plus"></i>
-        {{ A_("New") }}
-      </button>
-      <ul class="dropdown-menu">
-        <li>
-          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_EXPENSE)|accounting_append_next }}">
-            {{ A_("Cash Expense") }}
-          </a>
-        </li>
-        <li>
-          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_INCOME)|accounting_append_next }}">
-            {{ A_("Cash Income") }}
-          </a>
-        </li>
-        <li>
-          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.TRANSFER)|accounting_append_next }}">
-            {{ A_("Transfer") }}
-          </a>
-        </li>
-      </ul>
-    </div>
-  {% endif %}
-  {% with report_chooser = report.report_chooser %}
-    {% include "accounting/report/include/report-chooser.html" %}
   {% endwith %}
-  <div class="btn-group">
-    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
-      <i class="fa-solid fa-money-bill-wave"></i>
-      {{ report.currency.name|title }}
-    </button>
-    <ul class="dropdown-menu">
-      {% for currency in report.currency_options %}
-        <li>
-          <a class="dropdown-item {% if currency.is_active %} active {% endif %}" href="{{ currency.url }}">
-            {{ currency.title }}
-          </a>
-        </li>
-      {% endfor %}
-    </ul>
-  </div>
-  <button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
-    <i class="fa-solid fa-calendar-day"></i>
-    {{ report.period.desc|title }}
-  </button>
-  <a class="btn btn-primary" role="button" href="{{ report.csv_uri }}">
-    <i class="fa-solid fa-download"></i>
-    {{ A_("Download") }}
-  </a>
 </div>
 
-{% with txn_types = report.txn_types %}
+{% include "accounting/report/include/add-txn-material-fab.html" %}
-  {% include "accounting/include/add-txn-material-fab.html" %}
-{% endwith %}
 
-<div class="btn-group btn-actions mb-3 d-md-none">
-  {% with report_chooser = report.report_chooser %}
-    {% include "accounting/report/include/report-chooser.html" %}
-  {% endwith %}
-  <div class="btn-group">
-    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
-      <i class="fa-solid fa-money-bill-wave"></i>
-    </button>
-    <ul class="dropdown-menu">
-      {% for currency in report.currency_options %}
-        <li>
-          <a class="dropdown-item {% if currency.is_active %} active {% endif %}" href="{{ currency.url }}">
-            {{ currency.title }}
-          </a>
-        </li>
-      {% endfor %}
-    </ul>
-  </div>
-  <button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
-    <i class="fa-solid fa-calendar-day"></i>
-    {{ A_("Period") }}
-  </button>
-</div>
-
-{% with period = report.period, period_chooser = report.period_chooser %}
 {% include "accounting/report/include/period-chooser.html" %}
-{% endwith %}
 
 {% include "accounting/report/include/search-modal.html" %}
 
 {% if report.has_data %}
   <div class="accounting-sheet">
     <div class="d-none d-sm-flex justify-content-center mb-3">
-      <h2 class="text-center">{{ _("Income Statement of %(currency)s %(period)s", currency=report.currency.name|title, period=report.period.desc|title) }}</h2>
+      <h2 class="text-center">{{ A_("Income Statement of %(currency)s %(period)s", currency=report.currency.name|title, period=report.period.desc|title) }}</h2>
     </div>
 
     <div class="accounting-report-table accounting-income-statement-table">

src/accounting/templates/accounting/report/journal.html

@@ -24,69 +24,21 @@ First written: 2023/3/4
 {% block accounting_scripts %}
   <script src="{{ url_for("accounting.static", filename="js/material-fab-speed-dial.js") }}"></script>
   <script src="{{ url_for("accounting.static", filename="js/period-chooser.js") }}"></script>
-  {# <script src="{{ url_for("accounting.static", filename="js/table-row-link.js") }}"></script> #}
 {% endblock %}
 
-{% block header %}{% block title %}{{ _("Journal %(period)s", period=report.period.desc|title) }}{% endblock %}{% endblock %}
+{% block header %}{% block title %}{{ A_("Journal %(period)s", period=report.period.desc|title) }}{% endblock %}{% endblock %}
 
 {% block content %}
 
-<div class="btn-group mb-2 d-none d-md-inline-flex">
+<div class="mb-3 accounting-toolbar">
-  {% if accounting_can_edit() %}
+  {% with use_period_chooser = true %}
-    <div class="btn-group" role="group">
+    {% include "accounting/report/include/toolbar-buttons.html" %}
-      <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
-        <i class="fa-solid fa-plus"></i>
-        {{ A_("New") }}
-      </button>
-      <ul class="dropdown-menu">
-        <li>
-          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_EXPENSE)|accounting_append_next }}">
-            {{ A_("Cash Expense") }}
-          </a>
-        </li>
-        <li>
-          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_INCOME)|accounting_append_next }}">
-            {{ A_("Cash Income") }}
-          </a>
-        </li>
-        <li>
-          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.TRANSFER)|accounting_append_next }}">
-            {{ A_("Transfer") }}
-          </a>
-        </li>
-      </ul>
-    </div>
-  {% endif %}
-  {% with report_chooser = report.report_chooser %}
-    {% include "accounting/report/include/report-chooser.html" %}
   {% endwith %}
-  <button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
-    <i class="fa-solid fa-calendar-day"></i>
-    {{ report.period.desc|title }}
-  </button>
-  <a class="btn btn-primary" role="button" href="{{ report.csv_uri }}">
-    <i class="fa-solid fa-download"></i>
-    {{ A_("Download") }}
-  </a>
 </div>
 
-{% with txn_types = report.txn_types %}
+{% include "accounting/report/include/add-txn-material-fab.html" %}
-  {% include "accounting/include/add-txn-material-fab.html" %}
-{% endwith %}
 
-<div class="btn-group btn-actions mb-3 d-md-none">
-  {% with report_chooser = report.report_chooser %}
-    {% include "accounting/report/include/report-chooser.html" %}
-  {% endwith %}
-  <button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
-    <i class="fa-solid fa-calendar-day"></i>
-    {{ A_("Period") }}
-  </button>
-</div>
-
-{% with period = report.period, period_chooser = report.period_chooser %}
 {% include "accounting/report/include/period-chooser.html" %}
-{% endwith %}
 
 {% include "accounting/report/include/search-modal.html" %}
 

src/accounting/templates/accounting/report/ledger.html

@@ -24,127 +24,23 @@ First written: 2023/3/5
 {% block accounting_scripts %}
   <script src="{{ url_for("accounting.static", filename="js/material-fab-speed-dial.js") }}"></script>
   <script src="{{ url_for("accounting.static", filename="js/period-chooser.js") }}"></script>
-  <script src="{{ url_for("accounting.static", filename="js/table-row-link.js") }}"></script>
 {% endblock %}
 
-{% block header %}{% block title %}{{ _("Ledger of %(account)s in %(currency)s %(period)s", currency=report.currency.name|title, account=report.account|title, period=report.period.desc|title) }}{% endblock %}{% endblock %}
+{% block header %}{% block title %}{{ A_("Ledger of %(account)s in %(currency)s %(period)s", currency=report.currency.name|title, account=report.account.title|title, period=report.period.desc|title) }}{% endblock %}{% endblock %}
 
 {% block content %}
 
-<div class="btn-group mb-2 d-none d-md-inline-flex">
+<div class="mb-3 accounting-toolbar">
-  {% if accounting_can_edit() %}
+  {% with use_currency_chooser = true,
-    <div class="btn-group" role="group">
+          use_account_chooser = true,
-      <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
+          use_period_chooser = true %}
-        <i class="fa-solid fa-plus"></i>
+    {% include "accounting/report/include/toolbar-buttons.html" %}
-        {{ A_("New") }}
-      </button>
-      <ul class="dropdown-menu">
-        <li>
-          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_EXPENSE)|accounting_append_next }}">
-            {{ A_("Cash Expense") }}
-          </a>
-        </li>
-        <li>
-          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_INCOME)|accounting_append_next }}">
-            {{ A_("Cash Income") }}
-          </a>
-        </li>
-        <li>
-          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.TRANSFER)|accounting_append_next }}">
-            {{ A_("Transfer") }}
-          </a>
-        </li>
-      </ul>
-    </div>
-  {% endif %}
-  {% with report_chooser = report.report_chooser %}
-    {% include "accounting/report/include/report-chooser.html" %}
   {% endwith %}
-  <div class="btn-group">
-    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
-      <i class="fa-solid fa-money-bill-wave"></i>
-      {{ report.currency.name|title }}
-    </button>
-    <ul class="dropdown-menu">
-      {% for currency in report.currency_options %}
-        <li>
-          <a class="dropdown-item {% if currency.is_active %} active {% endif %}" href="{{ currency.url }}">
-            {{ currency.title }}
-          </a>
-        </li>
-      {% endfor %}
-    </ul>
-  </div>
-  <div class="btn-group">
-    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
-      <i class="fa-solid fa-clipboard"></i>
-      {{ report.account.title|title }}
-    </button>
-    <ul class="dropdown-menu">
-      {% for account in report.account_options %}
-        <li>
-          <a class="dropdown-item {% if account.is_active %} active {% endif %}" href="{{ account.url }}">
-            {{ account.title|title }}
-          </a>
-        </li>
-      {% endfor %}
-    </ul>
-  </div>
-  <button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
-    <i class="fa-solid fa-calendar-day"></i>
-    {{ report.period.desc|title }}
-  </button>
-  <a class="btn btn-primary" role="button" href="{{ report.csv_uri }}">
-    <i class="fa-solid fa-download"></i>
-    {{ A_("Download") }}
-  </a>
 </div>
 
-{% with txn_types = report.txn_types %}
+{% include "accounting/report/include/add-txn-material-fab.html" %}
-  {% include "accounting/include/add-txn-material-fab.html" %}
-{% endwith %}
 
-<div class="btn-group btn-actions mb-3 d-md-none">
-  {% with report_chooser = report.report_chooser %}
-    {% include "accounting/report/include/report-chooser.html" %}
-  {% endwith %}
-  <div class="btn-group">
-    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
-      <i class="fa-solid fa-money-bill-wave"></i>
-    </button>
-    <ul class="dropdown-menu">
-      {% for currency in report.currency_options %}
-        <li>
-          <a class="dropdown-item {% if currency.is_active %} active {% endif %}" href="{{ currency.url }}">
-            {{ currency.title }}
-          </a>
-        </li>
-      {% endfor %}
-    </ul>
-  </div>
-  <div class="btn-group">
-    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
-      <i class="fa-solid fa-clipboard"></i>
-    </button>
-    <ul class="dropdown-menu">
-      {% for account in report.account_options %}
-        <li>
-          <a class="dropdown-item {% if account.is_active %} active {% endif %}" href="{{ account.url }}">
-            {{ account.title|title }}
-          </a>
-        </li>
-      {% endfor %}
-    </ul>
-  </div>
-  <button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
-    <i class="fa-solid fa-calendar-day"></i>
-    {{ A_("Period") }}
-  </button>
-</div>
-
-{% with period = report.period, period_chooser = report.period_chooser %}
 {% include "accounting/report/include/period-chooser.html" %}
-{% endwith %}
 
 {% include "accounting/report/include/search-modal.html" %}
 
@@ -167,21 +63,13 @@ First written: 2023/3/5
       {% if report.brought_forward %}
         {% with entry = report.brought_forward %}
           <div class="accounting-report-table-row">
-            <div>{{ entry.date|accounting_format_date }}</div>
+            {% include "accounting/report/include/ledger-row-desktop.html" %}
-            <div>{{ entry.summary|accounting_default }}</div>
-            <div class="accounting-amount">{{ entry.debit|accounting_format_amount|accounting_default }}</div>
-            <div class="accounting-amount">{{ entry.credit|accounting_format_amount|accounting_default }}</div>
-            <div class="accounting-amount {% if entry.balance < 0 %} text-danger {% endif %}">{{ entry.balance|accounting_report_format_amount }}</div>
           </div>
         {% endwith %}
       {% endif %}
       {% for entry in report.entries %}
-        <a class="accounting-report-table-row" href="{{ url_for("accounting.transaction.detail", txn=entry.transaction)|accounting_append_next }}">
+        <a class="accounting-report-table-row" href="{{ entry.url|accounting_append_next }}">
-          <div>{{ entry.date|accounting_format_date }}</div>
+          {% include "accounting/report/include/ledger-row-desktop.html" %}
-          <div>{{ entry.summary|accounting_default }}</div>
-          <div class="accounting-amount">{{ entry.debit|accounting_format_amount|accounting_default }}</div>
-          <div class="accounting-amount">{{ entry.credit|accounting_format_amount|accounting_default }}</div>
-          <div class="accounting-amount {% if entry.balance < 0 %} text-danger {% endif %}">{{ entry.balance|accounting_report_format_amount }}</div>
         </a>
       {% endfor %}
     </div>
@@ -203,19 +91,19 @@ First written: 2023/3/5
   {% if report.brought_forward %}
     {% with entry = report.brought_forward %}
       <div class="list-group-item list-group-item-action d-flex justify-content-between">
-        {% include "accounting/report/include/ledger-mobile-row.html" %}
+        {% include "accounting/report/include/ledger-row-mobile.html" %}
       </div>
     {% endwith %}
   {% endif %}
   {% for entry in report.entries %}
-    <a class="list-group-item list-group-item-action d-flex justify-content-between" href="{{ url_for("accounting.transaction.detail", txn=entry.transaction)|accounting_append_next }}">
+    <a class="list-group-item list-group-item-action d-flex justify-content-between" href="{{ entry.url|accounting_append_next }}">
-      {% include "accounting/report/include/ledger-mobile-row.html" %}
+      {% include "accounting/report/include/ledger-row-mobile.html" %}
     </a>
   {% endfor %}
   {% if report.total %}
     {% with entry = report.total %}
       <div class="list-group-item list-group-item-action d-flex justify-content-between">
-        {% include "accounting/report/include/ledger-mobile-row.html" %}
+        {% include "accounting/report/include/ledger-row-mobile.html" %}
       </div>
     {% endwith %}
   {% endif %}

src/accounting/templates/accounting/report/search.html

@@ -23,75 +23,19 @@ First written: 2023/3/8
 
 {% block accounting_scripts %}
   <script src="{{ url_for("accounting.static", filename="js/material-fab-speed-dial.js") }}"></script>
-  <script src="{{ url_for("accounting.static", filename="js/period-chooser.js") }}"></script>
 {% endblock %}
 
 {% block header %}{% block title %}{{ A_("Search Result for \"%(query)s\"", query=request.args.q) }}{% endblock %}{% endblock %}
 
 {% block content %}
 
-<div class="btn-group mb-2 d-none d-md-inline-flex">
+<div class="mb-3 accounting-toolbar">
-  {% if accounting_can_edit() %}
+  {% with use_search = true %}
-    <div class="btn-group" role="group">
+    {% include "accounting/report/include/toolbar-buttons.html" %}
-      <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
-        <i class="fa-solid fa-plus"></i>
-        {{ A_("New") }}
-      </button>
-      <ul class="dropdown-menu">
-        <li>
-          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_EXPENSE)|accounting_append_next }}">
-            {{ A_("Cash Expense") }}
-          </a>
-        </li>
-        <li>
-          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_INCOME)|accounting_append_next }}">
-            {{ A_("Cash Income") }}
-          </a>
-        </li>
-        <li>
-          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.TRANSFER)|accounting_append_next }}">
-            {{ A_("Transfer") }}
-          </a>
-        </li>
-      </ul>
-    </div>
-  {% endif %}
-  {% with report_chooser = report.report_chooser %}
-    {% include "accounting/report/include/report-chooser.html" %}
   {% endwith %}
-  <form class="btn btn-primary d-flex input-group accounting-search-desktop-form" action="{{ url_for("accounting.report.search") }}" method="get" role="search" aria-label="{{ A_("Search for Desktop") }}">
-    <input id="accounting-search-desktop" class="form-control form-control-sm accounting-search-input" type="search" name="q" value="{{ request.args.q }}" placeholder=" " required="required">
-    <label for="accounting-search-desktop" class="accounting-search-label">
-      <button type="submit">
-        <i class="fa-solid fa-magnifying-glass"></i>
-        {{ A_("Search") }}
-      </button>
-    </label>
-  </form>
-  <a class="btn btn-primary" role="button" href="{{ report.csv_uri }}">
-    <i class="fa-solid fa-download"></i>
-    {{ A_("Download") }}
-  </a>
 </div>
 
-{% with txn_types = report.txn_types %}
+{% include "accounting/report/include/add-txn-material-fab.html" %}
-  {% include "accounting/include/add-txn-material-fab.html" %}
-{% endwith %}
-
-<div class="btn-group btn-actions mb-3 d-md-none">
-  {% with report_chooser = report.report_chooser %}
-    {% include "accounting/report/include/report-chooser.html" %}
-  {% endwith %}
-  <form class="btn btn-primary d-flex input-group" action="{{ url_for("accounting.report.search") }}" method="get" role="search" aria-label="{{ A_("Search for Mobile") }}">
-    <input id="accounting-search-mobile" class="form-control form-control-sm accounting-search-input" type="search" name="q" value="{{ request.args.q }}" placeholder=" " required="required">
-    <label for="accounting-search-mobile" class="accounting-search-label">
-      <button type="submit">
-        <i class="fa-solid fa-magnifying-glass"></i>
-        {{ A_("Search") }}
-      </button>
-    </label>
-  </form>
-</div>
 
 {% include "accounting/report/include/search-modal.html" %}
 

src/accounting/templates/accounting/report/trial-balance.html

@@ -26,102 +26,27 @@ First written: 2023/3/5
   <script src="{{ url_for("accounting.static", filename="js/period-chooser.js") }}"></script>
 {% endblock %}
 
-{% block header %}{% block title %}{{ _("Trial Balance of %(currency)s %(period)s", currency=report.currency.name|title, period=report.period.desc|title) }}{% endblock %}{% endblock %}
+{% block header %}{% block title %}{{ A_("Trial Balance of %(currency)s %(period)s", currency=report.currency.name|title, period=report.period.desc|title) }}{% endblock %}{% endblock %}
 
 {% block content %}
 
-<div class="btn-group mb-2 d-none d-md-inline-flex">
+<div class="mb-3 accounting-toolbar">
-  {% if accounting_can_edit() %}
+  {% with use_currency_chooser = true,
-    <div class="btn-group" role="group">
+          use_period_chooser = true %}
-      <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
+    {% include "accounting/report/include/toolbar-buttons.html" %}
-        <i class="fa-solid fa-plus"></i>
-        {{ A_("New") }}
-      </button>
-      <ul class="dropdown-menu">
-        <li>
-          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_EXPENSE)|accounting_append_next }}">
-            {{ A_("Cash Expense") }}
-          </a>
-        </li>
-        <li>
-          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.CASH_INCOME)|accounting_append_next }}">
-            {{ A_("Cash Income") }}
-          </a>
-        </li>
-        <li>
-          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=report.txn_types.TRANSFER)|accounting_append_next }}">
-            {{ A_("Transfer") }}
-          </a>
-        </li>
-      </ul>
-    </div>
-  {% endif %}
-  {% with report_chooser = report.report_chooser %}
-    {% include "accounting/report/include/report-chooser.html" %}
   {% endwith %}
-  <div class="btn-group">
-    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
-      <i class="fa-solid fa-money-bill-wave"></i>
-      {{ report.currency.name|title }}
-    </button>
-    <ul class="dropdown-menu">
-      {% for currency in report.currency_options %}
-        <li>
-          <a class="dropdown-item {% if currency.is_active %} active {% endif %}" href="{{ currency.url }}">
-            {{ currency.title }}
-          </a>
-        </li>
-      {% endfor %}
-    </ul>
-  </div>
-  <button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
-    <i class="fa-solid fa-calendar-day"></i>
-    {{ report.period.desc|title }}
-  </button>
-  <a class="btn btn-primary" role="button" href="{{ report.csv_uri }}">
-    <i class="fa-solid fa-download"></i>
-    {{ A_("Download") }}
-  </a>
 </div>
 
-{% with txn_types = report.txn_types %}
+{% include "accounting/report/include/add-txn-material-fab.html" %}
-  {% include "accounting/include/add-txn-material-fab.html" %}
-{% endwith %}
 
-<div class="btn-group btn-actions mb-3 d-md-none">
-  {% with report_chooser = report.report_chooser %}
-    {% include "accounting/report/include/report-chooser.html" %}
-  {% endwith %}
-  <div class="btn-group">
-    <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
-      <i class="fa-solid fa-money-bill-wave"></i>
-    </button>
-    <ul class="dropdown-menu">
-      {% for currency in report.currency_options %}
-        <li>
-          <a class="dropdown-item {% if currency.is_active %} active {% endif %}" href="{{ currency.url }}">
-            {{ currency.title }}
-          </a>
-        </li>
-      {% endfor %}
-    </ul>
-  </div>
-  <button class="btn btn-primary" type="button" data-bs-toggle="modal" data-bs-target="#accounting-period-chooser-modal">
-    <i class="fa-solid fa-calendar-day"></i>
-    {{ A_("Period") }}
-  </button>
-</div>
-
-{% with period = report.period, period_chooser = report.period_chooser %}
 {% include "accounting/report/include/period-chooser.html" %}
-{% endwith %}
 
 {% include "accounting/report/include/search-modal.html" %}
 
 {% if report.has_data %}
   <div class="accounting-sheet">
     <div class="d-none d-sm-flex justify-content-center mb-3">
-      <h2 class="text-center">{{ _("Trial Balance of %(currency)s %(period)s", currency=report.currency.name|title, period=report.period.desc|title) }}</h2>
+      <h2 class="text-center">{{ A_("Trial Balance of %(currency)s %(period)s", currency=report.currency.name|title, period=report.period.desc|title) }}</h2>
     </div>
 
     <div class="accounting-report-table accounting-trial-balance-table">
@@ -152,6 +77,7 @@ First written: 2023/3/5
         </div>
       </div>
     </div>
+  </div>
 {% else %}
   <p>{{ A_("There is no data.") }}</p>
 {% endif %}

src/accounting/templates/accounting/transaction/expense/create.html

@@ -23,6 +23,6 @@ First written: 2023/2/25
 
 {% block header %}{% block title %}{{ A_("Add a New Cash Expense Transaction") }}{% endblock %}{% endblock %}
 
-{% block back_url %}{{ request.args.get("next") or url_for("accounting.transaction.list") }}{% endblock %}
+{% block back_url %}{{ request.args.get("next") or url_for("accounting.report.default") }}{% endblock %}
 
 {% block action_url %}{{ url_for("accounting.transaction.store", txn_type=txn_type) }}{% endblock %}

src/accounting/templates/accounting/transaction/include/detail.html

@@ -26,7 +26,7 @@ First written: 2023/2/26
 {% block content %}
 
 <div class="btn-group mb-3">
-  <a class="btn btn-primary" href="{{ url_for("accounting.transaction.list")|accounting_or_next }}">
+  <a class="btn btn-primary" href="{{ url_for("accounting.report.default")|accounting_or_next }}">
     <i class="fa-solid fa-circle-chevron-left"></i>
     {{ A_("Back") }}
   </a>

src/accounting/templates/accounting/transaction/include/form.html

@@ -30,7 +30,7 @@ First written: 2023/2/26
 
 {% block content %}
 
-<div class="btn-group btn-actions mb-3">
+<div class="btn-group mb-3">
   <a class="btn btn-primary" role="button" href="{% block back_url %}{% endblock %}">
     <i class="fa-solid fa-circle-chevron-left"></i>
     {{ A_("Back") }}

src/accounting/templates/accounting/transaction/income/create.html

@@ -23,6 +23,6 @@ First written: 2023/2/25
 
 {% block header %}{% block title %}{{ A_("Add a New Cash Income Transaction") }}{% endblock %}{% endblock %}
 
-{% block back_url %}{{ request.args.get("next") or url_for("accounting.transaction.list") }}{% endblock %}
+{% block back_url %}{{ request.args.get("next") or url_for("accounting.report.default") }}{% endblock %}
 
 {% block action_url %}{{ url_for("accounting.transaction.store", txn_type=txn_type) }}{% endblock %}

src/accounting/templates/accounting/transaction/list.html

@@ -1,96 +0,0 @@
-{#
-The Mia! Accounting Flask Project
-list.html: The transaction list
-
- Copyright (c) 2023 imacat.
-
- Licensed under the Apache License, Version 2.0 (the "License");
- you may not use this file except in compliance with the License.
- You may obtain a copy of the License at
-
-     http://www.apache.org/licenses/LICENSE-2.0
-
- Unless required by applicable law or agreed to in writing, software
- distributed under the License is distributed on an "AS IS" BASIS,
- WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
- See the License for the specific language governing permissions and
- limitations under the License.
-
-Author: imacat@mail.imacat.idv.tw (imacat)
-First written: 2023/2/18
-#}
-{% extends "accounting/base.html" %}
-
-{% block accounting_scripts %}
-  <script src="{{ url_for("accounting.static", filename="js/material-fab-speed-dial.js") }}"></script>
-{% endblock %}
-
-{% block header %}{% block title %}{% if request.args.q %}{{ A_("Search Result for \"%(query)s\"", query=request.args.q) }}{% else %}{{ A_("Transaction Management") }}{% endif %}{% endblock %}{% endblock %}
-
-{% block content %}
-
-<div class="btn-group mb-2 d-none d-md-inline-flex">
-  {% if accounting_can_edit() %}
-    <div class="btn-group" role="group">
-      <button type="button" class="btn btn-primary dropdown-toggle" data-bs-toggle="dropdown" aria-expanded="false">
-        <i class="fa-solid fa-plus"></i>
-        {{ A_("New") }}
-      </button>
-      <ul class="dropdown-menu">
-        <li>
-          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=txn_types.CASH_EXPENSE)|accounting_append_next }}">
-            {{ A_("Cash Expense") }}</a>
-        </li>
-        <li>
-          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=txn_types.CASH_INCOME)|accounting_append_next }}">
-            {{ A_("Cash Income") }}
-          </a>
-        </li>
-        <li>
-          <a class="dropdown-item" href="{{ url_for("accounting.transaction.create", txn_type=txn_types.TRANSFER)|accounting_append_next }}">
-            {{ A_("Transfer") }}
-          </a>
-        </li>
-      </ul>
-    </div>
-  {% endif %}
-  <form class="btn btn-primary d-flex input-group accounting-search-desktop-form" action="{{ url_for("accounting.transaction.list") }}" method="get" role="search" aria-label="{{ A_("Search for Desktop") }}">
-    <input id="accounting-search-desktop" class="form-control form-control-sm accounting-search-input" type="search" name="q" value="{{ request.args.q }}" placeholder=" " required="required">
-    <label for="accounting-search-desktop" class="accounting-search-label">
-      <button type="submit">
-        <i class="fa-solid fa-magnifying-glass"></i>
-        {{ A_("Search") }}
-      </button>
-    </label>
-  </form>
-</div>
-
-<div class="btn-group mb-2 d-md-none">
-  <form class="btn btn-primary d-flex input-group" action="{{ url_for("accounting.transaction.list") }}" method="get" role="search" aria-label="{{ A_("Search for Mobile") }}">
-    <input id="accounting-search-mobile" class="form-control form-control-sm accounting-search-input" type="search" name="q" value="{{ request.args.q }}" placeholder=" " required="required">
-    <label for="accounting-search-mobile" class="accounting-search-label">
-      <button type="submit">
-        <i class="fa-solid fa-magnifying-glass"></i>
-        {{ A_("Search") }}
-      </button>
-    </label>
-  </form>
-</div>
-
-{% include "accounting/include/add-txn-material-fab.html" %}
-
-{% if list %}
-  {% include "accounting/include/pagination.html" %}
-
-  <div class="list-group">
-  {% for item in list %}
-    <a class="list-group-item list-group-item-action" href="{{ url_for("accounting.transaction.detail", txn=item)|accounting_append_next }}">
-      {{ item.date|accounting_format_date }} {{ item }}
-    </a>
-  {% endfor %}
-  </div>
-{% else %}
-  <p>{{ A_("There is no data.") }}</p>
-{% endif %}
-
-{% endblock %}

src/accounting/templates/accounting/transaction/order.html

@@ -31,7 +31,7 @@ First written: 2023/2/26
 {% block content %}
 
 <div class="btn-group mb-3">
-  <a class="btn btn-primary" href="{{ url_for("accounting.transaction.list")|accounting_or_next }}">
+  <a class="btn btn-primary" href="{{ url_for("accounting.report.default")|accounting_or_next }}">
     <i class="fa-solid fa-circle-chevron-left"></i>
     {{ A_("Back") }}
   </a>

src/accounting/templates/accounting/transaction/transfer/create.html

@@ -23,6 +23,6 @@ First written: 2023/2/25
 
 {% block header %}{% block title %}{{ A_("Add a New Transfer Transaction") }}{% endblock %}{% endblock %}
 
-{% block back_url %}{{ request.args.get("next") or url_for("accounting.transaction.list") }}{% endblock %}
+{% block back_url %}{{ request.args.get("next") or url_for("accounting.report.default") }}{% endblock %}
 
 {% block action_url %}{{ url_for("accounting.transaction.store", txn_type=txn_type) }}{% endblock %}

src/accounting/transaction/forms.py

@@ -46,6 +46,9 @@ MISSING_CURRENCY: LazyString = lazy_gettext("Please select the currency.")
 """The error message when the currency code is empty."""
 MISSING_ACCOUNT: LazyString = lazy_gettext("Please select the account.")
 """The error message when the account code is empty."""
+DATE_REQUIRED: DataRequired = DataRequired(
+    lazy_gettext("Please fill in the date."))
+"""The validator to check if the date is empty."""
 
 
 class NeedSomeCurrencies:
@@ -123,25 +126,23 @@ class AccountOption:
 
         :param account: The account.
         """
-        self.__account: Account = account
         self.id: str = account.id
+        """The account ID."""
         self.code: str = account.code
+        """The account code."""
+        self.query_values: list[str] = account.query_values
+        """The values to be queried."""
+        self.__str: str = str(account)
+        """The string representation of the account option."""
         self.is_in_use: bool = False
+        """True if this account is in use, or False otherwise."""
 
     def __str__(self) -> str:
         """Returns the string representation of the account option.
 
         :return: The string representation of the account option.
         """
-        return str(self.__account)
+        return self.__str
-
-    @property
-    def query_values(self) -> list[str]:
-        """Returns the values to be queried.
-
-        :return: The values to be queried.
-        """
-        return self.__account.query_values
 
 
 class JournalEntryForm(FlaskForm):
@@ -574,8 +575,7 @@ class IncomeCurrencyForm(CurrencyForm):
 
 class IncomeTransactionForm(TransactionForm):
     """The form to create or edit a cash income transaction."""
-    date = DateField(
+    date = DateField(validators=[DATE_REQUIRED])
-        validators=[DataRequired(lazy_gettext("Please fill in the date."))])
     """The date."""
     currencies = FieldList(FormField(IncomeCurrencyForm), name="currency",
                            validators=[NeedSomeCurrencies()])
@@ -648,8 +648,7 @@ class ExpenseCurrencyForm(CurrencyForm):
 
 class ExpenseTransactionForm(TransactionForm):
     """The form to create or edit a cash expense transaction."""
-    date = DateField(
+    date = DateField(validators=[DATE_REQUIRED])
-        validators=[DataRequired(lazy_gettext("Please fill in the date."))])
     """The date."""
     currencies = FieldList(FormField(ExpenseCurrencyForm), name="currency",
                            validators=[NeedSomeCurrencies()])
@@ -758,8 +757,7 @@ class TransferCurrencyForm(CurrencyForm):
 
 class TransferTransactionForm(TransactionForm):
     """The form to create or edit a transfer transaction."""
-    date = DateField(
+    date = DateField(validators=[DATE_REQUIRED])
-        validators=[DataRequired(lazy_gettext("Please fill in the date."))])
     """The date."""
     currencies = FieldList(FormField(TransferCurrencyForm), name="currency",
                            validators=[NeedSomeCurrencies()])

src/accounting/transaction/operators.py

@@ -304,15 +304,17 @@ TXN_TYPE_TO_OP: dict[TransactionType, TransactionOperator] \
 """The map from the transaction types to their operators."""
 
 
-def get_txn_op(txn: Transaction) -> TransactionOperator:
+def get_txn_op(txn: Transaction, is_check_as: bool = False) \
+        -> TransactionOperator:
     """Returns the transaction operator that may be specified in the "as" query
     parameter.  If it is not specified, check the transaction type from the
     transaction.
 
     :param txn: The transaction.
+    :param is_check_as: True to check the "as" parameter, or False otherwise.
     :return: None.
     """
-    if "as" in request.args:
+    if is_check_as and "as" in request.args:
         type_dict: dict[str, TransactionType] \
             = {x.value: x for x in TransactionType}
         if request.args["as"] not in type_dict:

src/accounting/transaction/queries.py

@@ -1,65 +0,0 @@
-# The Mia! Accounting Flask Project.
-# Author: imacat@mail.imacat.idv.tw (imacat), 2023/2/18
-
-#  Copyright (c) 2023 imacat.
-#
-#  Licensed under the Apache License, Version 2.0 (the "License");
-#  you may not use this file except in compliance with the License.
-#  You may obtain a copy of the License at
-#
-#      http://www.apache.org/licenses/LICENSE-2.0
-#
-#  Unless required by applicable law or agreed to in writing, software
-#  distributed under the License is distributed on an "AS IS" BASIS,
-#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
-#  See the License for the specific language governing permissions and
-#  limitations under the License.
-"""The queries for the transaction management.
-
-"""
-from datetime import datetime
-
-import sqlalchemy as sa
-from flask import request
-
-from accounting.models import Transaction
-from accounting.utils.query import parse_query_keywords
-
-
-def get_transaction_query() -> list[Transaction]:
-    """Returns the transactions, optionally filtered by the query.
-
-    :return: The transactions.
-    """
-    keywords: list[str] = parse_query_keywords(request.args.get("q"))
-    if len(keywords) == 0:
-        return Transaction.query\
-            .order_by(Transaction.date, Transaction.no).all()
-    conditions: list[sa.BinaryExpression] = []
-    for k in keywords:
-        sub_conditions: list[sa.BinaryExpression] \
-            = [Transaction.note.contains(k)]
-        date: datetime
-        try:
-            date = datetime.strptime(k, "%Y")
-            sub_conditions.append(
-                sa.extract("year", Transaction.date) == date.year)
-        except ValueError:
-            pass
-        try:
-            date = datetime.strptime(k, "%Y/%m")
-            sub_conditions.append(sa.and_(
-                sa.extract("year", Transaction.date) == date.year,
-                sa.extract("month", Transaction.date) == date.month))
-        except ValueError:
-            pass
-        try:
-            date = datetime.strptime(f"2000/{k}", "%Y/%m/%d")
-            sub_conditions.append(sa.and_(
-                sa.extract("month", Transaction.date) == date.month,
-                sa.extract("day", Transaction.date) == date.day))
-        except ValueError:
-            pass
-        conditions.append(sa.or_(*sub_conditions))
-    return Transaction.query.filter(*conditions)\
-        .order_by(Transaction.date, Transaction.no).all()

src/accounting/transaction/views.py

@@ -30,13 +30,11 @@ from accounting.locale import lazy_gettext
 from accounting.models import Transaction
 from accounting.utils.flash_errors import flash_form_errors
 from accounting.utils.next_uri import inherit_next, or_next
-from accounting.utils.pagination import Pagination
 from accounting.utils.permission import has_permission, can_view, can_edit
 from accounting.utils.txn_types import TransactionType
 from accounting.utils.user import get_current_user_pk
-from .operators import TransactionOperator, TXN_TYPE_TO_OP, get_txn_op
 from .forms import sort_transactions_in, TransactionReorderForm
-from .queries import get_transaction_query
+from .operators import TransactionOperator, TXN_TYPE_TO_OP, get_txn_op
 from .template_filters import with_type, to_transfer, format_amount_input, \
     text2html
 
@@ -49,20 +47,6 @@ bp.add_app_template_filter(format_amount_input,
 bp.add_app_template_filter(text2html, "accounting_txn_text2html")
 
 
-@bp.get("", endpoint="list")
-@has_permission(can_view)
-def list_transactions() -> str:
-    """Lists the transactions.
-
-    :return: The transaction list.
-    """
-    transactions: list[Transaction] = get_transaction_query()
-    pagination: Pagination = Pagination[Transaction](transactions)
-    return render_template("accounting/transaction/list.html",
-                           list=pagination.list, pagination=pagination,
-                           txn_types=TransactionType)
-
-
 @bp.get("/create/<transactionType:txn_type>", endpoint="create")
 @has_permission(can_edit)
 def show_add_transaction_form(txn_type: TransactionType) -> str:
@@ -127,7 +111,7 @@ def show_transaction_edit_form(txn: Transaction) -> str:
     :param txn: The transaction.
     :return: The form to edit the transaction.
     """
-    txn_op: TransactionOperator = get_txn_op(txn)
+    txn_op: TransactionOperator = get_txn_op(txn, is_check_as=True)
     form: txn_op.form
     if "form" in session:
         form = txn_op.form(ImmutableMultiDict(parse_qsl(session["form"])))
@@ -147,7 +131,7 @@ def update_transaction(txn: Transaction) -> redirect:
     :return: The redirection to the transaction detail on success, or the
         transaction edit form on error.
     """
-    txn_op: TransactionOperator = get_txn_op(txn)
+    txn_op: TransactionOperator = get_txn_op(txn, is_check_as=True)
     form: txn_op.form = txn_op.form(request.form)
     if not form.validate():
         flash_form_errors(form)
@@ -158,12 +142,12 @@ def update_transaction(txn: Transaction) -> redirect:
         form.populate_obj(txn)
     if not form.is_modified:
         flash(lazy_gettext("The transaction was not modified."), "success")
-        return redirect(inherit_next(with_type(__get_detail_uri(txn))))
+        return redirect(inherit_next(__get_detail_uri(txn)))
     txn.updated_by_id = get_current_user_pk()
     txn.updated_at = sa.func.now()
     db.session.commit()
     flash(lazy_gettext("The transaction is updated successfully."), "success")
-    return redirect(inherit_next(with_type(__get_detail_uri(txn))))
+    return redirect(inherit_next(__get_detail_uri(txn)))
 
 
 @bp.post("/<transaction:txn>/delete", endpoint="delete")
@@ -179,7 +163,7 @@ def delete_transaction(txn: Transaction) -> redirect:
     sort_transactions_in(txn.date, txn.id)
     db.session.commit()
     flash(lazy_gettext("The transaction is deleted successfully."), "success")
-    return redirect(or_next(with_type(url_for("accounting.transaction.list"))))
+    return redirect(or_next(__get_default_page_uri()))
 
 
 @bp.get("/dates/<date:txn_date>", endpoint="order")
@@ -199,7 +183,7 @@ def show_transaction_order(txn_date: date) -> str:
 
 @bp.post("/dates/<date:txn_date>", endpoint="sort")
 @has_permission(can_edit)
-def sort_accounts(txn_date: date) -> redirect:
+def sort_transactions(txn_date: date) -> redirect:
     """Reorders the transactions in a date.
 
     :param txn_date: The date.
@@ -210,10 +194,10 @@ def sort_accounts(txn_date: date) -> redirect:
     form.save_order()
     if not form.is_modified:
         flash(lazy_gettext("The order was not modified."), "success")
-        return redirect(or_next(url_for("accounting.account.list")))
+        return redirect(or_next(__get_default_page_uri()))
     db.session.commit()
     flash(lazy_gettext("The order is updated successfully."), "success")
-    return redirect(or_next(url_for("accounting.account.list")))
+    return redirect(or_next(__get_default_page_uri()))
 
 
 def __get_detail_uri(txn: Transaction) -> str:
@@ -223,3 +207,11 @@ def __get_detail_uri(txn: Transaction) -> str:
     :return: The detail URI of the transaction.
     """
     return url_for("accounting.transaction.detail", txn=txn)
+
+
+def __get_default_page_uri() -> str:
+    """Returns the URI for the default page.
+
+    :return: The URI for the default page.
+    """
+    return url_for("accounting.report.default")

src/accounting/translations/zh_Hant/LC_MESSAGES/accounting.po

@@ -8,8 +8,8 @@ msgid ""
 msgstr ""
 "Project-Id-Version: Mia! Accounting Flask 0.0.0\n"
 "Report-Msgid-Bugs-To: imacat@mail.imacat.idv.tw\n"
-"POT-Creation-Date: 2023-03-01 00:51+0800\n"
+"POT-Creation-Date: 2023-03-08 19:11+0800\n"
-"PO-Revision-Date: 2023-03-01 00:51+0800\n"
+"PO-Revision-Date: 2023-03-08 19:11+0800\n"
 "Last-Translator: imacat <imacat@mail.imacat.idv.tw>\n"
 "Language: zh_Hant\n"
 "Language-Team: zh_Hant <imacat@mail.imacat.idv.tw>\n"
@@ -17,23 +17,45 @@ msgstr ""
 "MIME-Version: 1.0\n"
 "Content-Type: text/plain; charset=utf-8\n"
 "Content-Transfer-Encoding: 8bit\n"
-"Generated-By: Babel 2.11.0\n"
+"Generated-By: Babel 2.12.1\n"
 
-#: src/accounting/models.py:575
+#: src/accounting/models.py:518
 #, python-format
 msgid "Cash Expense Transaction#%(id)s"
 msgstr "現金支出傳票#%(id)s"
 
-#: src/accounting/models.py:577
+#: src/accounting/models.py:520
 #, python-format
 msgid "Cash Income Transaction#%(id)s"
 msgstr "現金收入傳票#%(id)s"
 
-#: src/accounting/models.py:578
+#: src/accounting/models.py:521
 #, python-format
 msgid "Transfer Transaction#%(id)s"
 msgstr "轉帳傳票#%(id)s"
 
+#: src/accounting/report/period.py:493 src/accounting/template_filters.py:52
+#: src/accounting/templates/accounting/report/include/period-chooser.html:99
+msgid "Today"
+msgstr "今天"
+
+#: src/accounting/report/period.py:508 src/accounting/template_filters.py:54
+#: src/accounting/templates/accounting/report/include/period-chooser.html:103
+msgid "Yesterday"
+msgstr "昨天"
+
+#: src/accounting/template_filters.py:56
+msgid "Tomorrow"
+msgstr "明天"
+
+#: src/accounting/template_filters.py:60
+msgid "The day before yesterday"
+msgstr "前天"
+
+#: src/accounting/template_filters.py:62
+msgid "The day after tomorrow"
+msgstr "後天"
+
 #: src/accounting/account/forms.py:41
 msgid "The base account does not exist."
 msgstr "沒有這個基本科目。"
@@ -43,7 +65,7 @@ msgid "The base account is not available."
 msgstr "不能選這個基本科目。"
 
 #: src/accounting/account/forms.py:61
-#: src/accounting/static/js/account-form.js:157
+#: src/accounting/static/js/account-form.js:158
 msgid "Please select the base account."
 msgstr "請選擇基本科目。"
 
@@ -51,7 +73,8 @@ msgstr "請選擇基本科目。"
 msgid "Please fill in the title"
 msgstr "請填上標題。"
 
-#: src/accounting/account/query.py:50
+#: src/accounting/account/queries.py:50
+#: src/accounting/report/reports/search.py:90
 #: src/accounting/templates/accounting/account/detail.html:90
 #: src/accounting/templates/accounting/account/list.html:74
 msgid "Pay-off needed"
@@ -73,36 +96,36 @@ msgstr "科目存好了。"
 msgid "The account is deleted successfully."
 msgstr "科目刪掉了"
 
-#: src/accounting/account/views.py:189 src/accounting/transaction/views.py:214
+#: src/accounting/account/views.py:189 src/accounting/transaction/views.py:212
 msgid "The order was not modified."
 msgstr "順序未異動。"
 
-#: src/accounting/account/views.py:192 src/accounting/transaction/views.py:217
+#: src/accounting/account/views.py:192 src/accounting/transaction/views.py:215
 msgid "The order is updated successfully."
 msgstr "順序存好了。"
 
 #: src/accounting/currency/forms.py:46
-#: src/accounting/static/js/currency-form.js:136
+#: src/accounting/static/js/currency-form.js:137
 msgid "Code conflicts with another currency."
 msgstr "代碼與其它貨幣重複。"
 
 #: src/accounting/currency/forms.py:51
-#: src/accounting/static/js/currency-form.js:92
+#: src/accounting/static/js/currency-form.js:93
 msgid "Please fill in the code."
 msgstr "請填上代碼。"
 
 #: src/accounting/currency/forms.py:53
-#: src/accounting/static/js/currency-form.js:103
+#: src/accounting/static/js/currency-form.js:104
 msgid "Code can only be composed of 3 upper-cased letters."
 msgstr "代碼限為三個大寫英文字母。"
 
 #: src/accounting/currency/forms.py:56
-#: src/accounting/static/js/currency-form.js:98
+#: src/accounting/static/js/currency-form.js:99
 msgid "This code is not available."
 msgstr "不能用這個代碼。"
 
 #: src/accounting/currency/forms.py:62
-#: src/accounting/static/js/currency-form.js:168
+#: src/accounting/static/js/currency-form.js:169
 msgid "Please fill in the name."
 msgstr "請填上名稱。"
 
@@ -122,56 +145,329 @@ msgstr "貨幣存好了。"
 msgid "The currency is deleted successfully."
 msgstr "貨幣刪掉了"
 
-#: src/accounting/static/js/account-form.js:177
+#: src/accounting/report/income_expense_account.py:62
+msgid "current assets and liabilities"
+msgstr "流動資產與負債"
+
+#: src/accounting/report/period.py:252
+msgid "for all time"
+msgstr "全部"
+
+#: src/accounting/report/period.py:284
+#, python-format
+msgid "since %(start)s"
+msgstr "%(start)s至今"
+
+#: src/accounting/report/period.py:302
+#, python-format
+msgid "until %(end)s"
+msgstr "%(end)s前"
+
+#: src/accounting/report/period.py:385
+#, python-format
+msgid "in %(period)s"
+msgstr "%(period)s"
+
+#: src/accounting/report/period.py:395
+#, python-format
+msgid "in %(start)s-%(end)s"
+msgstr "%(start)s-%(end)s"
+
+#: src/accounting/report/period.py:410
+#: src/accounting/templates/accounting/report/include/period-chooser.html:58
+msgid "This month"
+msgstr "這個月"
+
+#: src/accounting/report/period.py:430
+#: src/accounting/templates/accounting/report/include/period-chooser.html:62
+msgid "Last month"
+msgstr "上個月"
+
+#: src/accounting/report/period.py:450
+#: src/accounting/templates/accounting/report/include/period-chooser.html:65
+msgid "Since last month"
+msgstr "上個月至今"
+
+#: src/accounting/report/period.py:465
+#: src/accounting/templates/accounting/report/include/period-chooser.html:77
+msgid "This year"
+msgstr "今年"
+
+#: src/accounting/report/period.py:480
+#: src/accounting/templates/accounting/report/include/period-chooser.html:81
+msgid "Last year"
+msgstr "去年"
+
+#: src/accounting/report/reports/balance_sheet.py:437
+#: src/accounting/report/reports/balance_sheet.py:441
+#: src/accounting/report/reports/balance_sheet.py:453
+#: src/accounting/report/reports/balance_sheet.py:455
+#: src/accounting/report/reports/income_expenses.py:179
+#: src/accounting/report/reports/income_expenses.py:444
+#: src/accounting/report/reports/income_statement.py:316
+#: src/accounting/report/reports/ledger.py:160
+#: src/accounting/report/reports/ledger.py:396
+#: src/accounting/report/reports/trial_balance.py:245
+#: src/accounting/templates/accounting/report/balance-sheet.html:71
+#: src/accounting/templates/accounting/report/balance-sheet.html:83
+#: src/accounting/templates/accounting/report/balance-sheet.html:93
+#: src/accounting/templates/accounting/report/balance-sheet.html:99
+#: src/accounting/templates/accounting/report/balance-sheet.html:108
+#: src/accounting/templates/accounting/report/balance-sheet.html:115
+#: src/accounting/templates/accounting/report/income-expenses.html:94
+#: src/accounting/templates/accounting/report/income-statement.html:95
+#: src/accounting/templates/accounting/report/ledger.html:93
+#: src/accounting/templates/accounting/report/trial-balance.html:86
+#: src/accounting/templates/accounting/transaction/expense/detail.html:53
+#: src/accounting/templates/accounting/transaction/expense/include/form-currency-item.html:68
+#: src/accounting/templates/accounting/transaction/income/detail.html:53
+#: src/accounting/templates/accounting/transaction/income/include/form-currency-item.html:68
+#: src/accounting/templates/accounting/transaction/transfer/detail.html:49
+#: src/accounting/templates/accounting/transaction/transfer/detail.html:75
+#: src/accounting/templates/accounting/transaction/transfer/include/form-currency-item.html:70
+#: src/accounting/templates/accounting/transaction/transfer/include/form-currency-item.html:110
+msgid "Total"
+msgstr "合計"
+
+#: src/accounting/report/reports/income_expenses.py:129
+#: src/accounting/report/reports/ledger.py:125
+msgid "Brought forward"
+msgstr "前期轉入"
+
+#: src/accounting/report/reports/income_expenses.py:428
+#: src/accounting/report/reports/journal.py:219
+#: src/accounting/report/reports/ledger.py:382
+#: src/accounting/report/reports/search.py:193
+#: src/accounting/templates/accounting/report/include/period-chooser.html:111
+#: src/accounting/templates/accounting/report/income-expenses.html:68
+#: src/accounting/templates/accounting/report/journal.html:64
+#: src/accounting/templates/accounting/report/ledger.html:68
+#: src/accounting/templates/accounting/report/search.html:65
+#: src/accounting/templates/accounting/transaction/include/form.html:48
+msgid "Date"
+msgstr "日期"
+
+#: src/accounting/report/reports/income_expenses.py:428
+#: src/accounting/report/reports/journal.py:220
+#: src/accounting/report/reports/search.py:194
+#: src/accounting/report/reports/trial_balance.py:241
+#: src/accounting/templates/accounting/report/include/action-buttons.html:96
+#: src/accounting/templates/accounting/report/income-expenses.html:69
+#: src/accounting/templates/accounting/report/journal.html:66
+#: src/accounting/templates/accounting/report/search.html:67
+#: src/accounting/templates/accounting/report/trial-balance.html:67
+#: src/accounting/templates/accounting/transaction/include/entry-form-modal.html:33
+msgid "Account"
+msgstr "科目"
+
+#: src/accounting/report/reports/income_expenses.py:429
+#: src/accounting/report/reports/journal.py:220
+#: src/accounting/report/reports/ledger.py:382
+#: src/accounting/report/reports/search.py:194
+#: src/accounting/templates/accounting/report/income-expenses.html:70
+#: src/accounting/templates/accounting/report/journal.html:67
+#: src/accounting/templates/accounting/report/ledger.html:69
+#: src/accounting/templates/accounting/report/search.html:68
+#: src/accounting/templates/accounting/transaction/include/entry-form-modal.html:41
+#: src/accounting/templates/accounting/transaction/include/summary-editor-modal.html:28
+msgid "Summary"
+msgstr "摘要"
+
+#: src/accounting/report/reports/income_expenses.py:429
+#: src/accounting/templates/accounting/report/income-expenses.html:71
+msgid "Income"
+msgstr "收入"
+
+#: src/accounting/report/reports/income_expenses.py:430
+#: src/accounting/templates/accounting/report/income-expenses.html:72
+msgid "Expense"
+msgstr "支出"
+
+#: src/accounting/report/reports/income_expenses.py:430
+#: src/accounting/report/reports/ledger.py:384
+#: src/accounting/templates/accounting/report/income-expenses.html:73
+#: src/accounting/templates/accounting/report/ledger.html:72
+msgid "Balance"
+msgstr "餘額"
+
+#: src/accounting/report/reports/income_expenses.py:431
+#: src/accounting/report/reports/journal.py:222
+#: src/accounting/report/reports/ledger.py:384
+#: src/accounting/report/reports/search.py:196
+#: src/accounting/templates/accounting/transaction/include/form.html:71
+#: src/accounting/templates/accounting/transaction/include/summary-editor-modal.html:169
+msgid "Note"
+msgstr "備註"
+
+#: src/accounting/report/reports/income_statement.py:232
+msgid "total operating revenue"
+msgstr "營業收入總額"
+
+#: src/accounting/report/reports/income_statement.py:233
+msgid "gross income"
+msgstr "營業毛利"
+
+#: src/accounting/report/reports/income_statement.py:234
+msgid "operating income"
+msgstr "營業淨利"
+
+#: src/accounting/report/reports/income_statement.py:235
+msgid "before tax income"
+msgstr "稅前淨利"
+
+#: src/accounting/report/reports/income_statement.py:236
+msgid "after tax income"
+msgstr "稅後淨利"
+
+#: src/accounting/report/reports/income_statement.py:237
+msgid "net income or loss for current period"
+msgstr "本期損益"
+
+#: src/accounting/report/reports/income_statement.py:317
+#: src/accounting/templates/accounting/report/income-statement.html:67
+#: src/accounting/templates/accounting/transaction/include/entry-form-modal.html:49
+msgid "Amount"
+msgstr "金額"
+
+#: src/accounting/report/reports/journal.py:219
+#: src/accounting/report/reports/search.py:193
+#: src/accounting/templates/accounting/report/include/action-buttons.html:79
+#: src/accounting/templates/accounting/report/journal.html:65
+#: src/accounting/templates/accounting/report/search.html:66
+#: src/accounting/templates/accounting/transaction/expense/include/form-currency-item.html:32
+#: src/accounting/templates/accounting/transaction/income/include/form-currency-item.html:32
+#: src/accounting/templates/accounting/transaction/transfer/include/form-currency-item.html:32
+msgid "Currency"
+msgstr "貨幣"
+
+#: src/accounting/report/reports/journal.py:221
+#: src/accounting/report/reports/ledger.py:383
+#: src/accounting/report/reports/search.py:195
+#: src/accounting/report/reports/trial_balance.py:241
+#: src/accounting/templates/accounting/report/journal.html:68
+#: src/accounting/templates/accounting/report/ledger.html:70
+#: src/accounting/templates/accounting/report/search.html:69
+#: src/accounting/templates/accounting/report/trial-balance.html:68
+#: src/accounting/templates/accounting/transaction/transfer/detail.html:33
+#: src/accounting/templates/accounting/transaction/transfer/include/form-currency-item.html:47
+msgid "Debit"
+msgstr "借方"
+
+#: src/accounting/report/reports/journal.py:221
+#: src/accounting/report/reports/ledger.py:383
+#: src/accounting/report/reports/search.py:195
+#: src/accounting/report/reports/trial_balance.py:242
+#: src/accounting/templates/accounting/report/journal.html:69
+#: src/accounting/templates/accounting/report/ledger.html:71
+#: src/accounting/templates/accounting/report/search.html:70
+#: src/accounting/templates/accounting/report/trial-balance.html:69
+#: src/accounting/templates/accounting/transaction/transfer/detail.html:59
+#: src/accounting/templates/accounting/transaction/transfer/include/form-currency-item.html:87
+msgid "Credit"
+msgstr "貸方"
+
+#: src/accounting/report/reports/utils/report_chooser.py:87
+msgid "Journal"
+msgstr "日記簿"
+
+#: src/accounting/report/reports/utils/report_chooser.py:103
+msgid "Ledger"
+msgstr "分類帳"
+
+#: src/accounting/report/reports/utils/report_chooser.py:122
+msgid "Income and Expenses Log"
+msgstr "收支帳"
+
+#: src/accounting/report/reports/utils/report_chooser.py:137
+msgid "Trial Balance"
+msgstr "試算表"
+
+#: src/accounting/report/reports/utils/report_chooser.py:152
+msgid "Income Statement"
+msgstr "損益表"
+
+#: src/accounting/report/reports/utils/report_chooser.py:167
+msgid "Balance Sheet"
+msgstr "資產負債表"
+
+#: src/accounting/static/js/account-form.js:178
 msgid "Please fill in the title."
 msgstr "請填上標題。"
 
-#: src/accounting/static/js/summary-helper.js:441
+#: src/accounting/static/js/period-chooser.js:269
-#: src/accounting/static/js/summary-helper.js:512
+#: src/accounting/static/js/transaction-form.js:489
+#: src/accounting/transaction/forms.py:578
+#: src/accounting/transaction/forms.py:652
+#: src/accounting/transaction/forms.py:762
+msgid "Please fill in the date."
+msgstr "請填上日期。"
+
+#: src/accounting/static/js/period-chooser.js:274
+msgid "The date is too early."
+msgstr "日期太早。"
+
+#: src/accounting/static/js/period-chooser.js:371
+msgid "Please fill in the start date."
+msgstr "請填上開始日期。"
+
+#: src/accounting/static/js/period-chooser.js:376
+msgid "The start date is too early."
+msgstr "開始日期太早。"
+
+#: src/accounting/static/js/period-chooser.js:381
+msgid "The start date cannot be beyond the end date."
+msgstr "開始日期不可晚於結束日期。"
+
+#: src/accounting/static/js/period-chooser.js:399
+msgid "Please fill in the end date."
+msgstr "請填上結束日期。"
+
+#: src/accounting/static/js/period-chooser.js:404
+msgid "The end date cannot be beyond the start date."
+msgstr "結束日期不可早於開始日期。"
+
+#: src/accounting/static/js/summary-editor.js:817
+#: src/accounting/static/js/summary-editor.js:1003
 msgid "Please fill in the tag."
 msgstr "請填上標籤。"
 
-#: src/accounting/static/js/summary-helper.js:460
+#: src/accounting/static/js/summary-editor.js:827
-#: src/accounting/static/js/summary-helper.js:550
+#: src/accounting/static/js/summary-editor.js:1023
 msgid "Please fill in the origin."
 msgstr "請填上起點。"
 
-#: src/accounting/static/js/summary-helper.js:479
+#: src/accounting/static/js/summary-editor.js:837
-#: src/accounting/static/js/summary-helper.js:569
+#: src/accounting/static/js/summary-editor.js:1033
 msgid "Please fill in the destination."
 msgstr "請填上終點。"
 
-#: src/accounting/static/js/summary-helper.js:531
+#: src/accounting/static/js/summary-editor.js:1013
 msgid "Please fill in the route."
 msgstr "請填上路線名稱。"
 
-#: src/accounting/static/js/transaction-form.js:289
+#: src/accounting/static/js/transaction-form.js:290
-#: src/accounting/static/js/transaction-form.js:611
+#: src/accounting/static/js/transaction-form.js:612
 #: src/accounting/transaction/forms.py:47
 msgid "Please select the account."
 msgstr "請選擇科目。"
 
-#: src/accounting/static/js/transaction-form.js:324
+#: src/accounting/static/js/transaction-form.js:325
-#: src/accounting/static/js/transaction-form.js:616
+#: src/accounting/static/js/transaction-form.js:617
 msgid "Please fill in the amount."
 msgstr "請填上金額。"
 
-#: src/accounting/static/js/transaction-form.js:488
+#: src/accounting/static/js/transaction-form.js:524
-msgid "Please fill in the date."
-msgstr "請填上日期。"
-
-#: src/accounting/static/js/transaction-form.js:523
 #: src/accounting/transaction/forms.py:57
 msgid "Please add some currencies."
 msgstr "請加上貨幣。"
 
-#: src/accounting/static/js/transaction-form.js:589
+#: src/accounting/static/js/transaction-form.js:590
 #: src/accounting/transaction/forms.py:78
 msgid "Please add some journal entries."
 msgstr "請加上分錄。"
 
-#: src/accounting/static/js/transaction-form.js:654
+#: src/accounting/static/js/transaction-form.js:655
-#: src/accounting/transaction/forms.py:672
+#: src/accounting/transaction/forms.py:700
 msgid "The totals of the debit and credit amounts do not match."
 msgstr "借方貸方合計不符。 "
 
@@ -215,10 +511,12 @@ msgstr "科目刪除確認"
 #: src/accounting/templates/accounting/account/detail.html:70
 #: src/accounting/templates/accounting/account/include/form.html:91
 #: src/accounting/templates/accounting/currency/detail.html:66
+#: src/accounting/templates/accounting/report/include/period-chooser.html:27
+#: src/accounting/templates/accounting/report/include/search-modal.html:28
 #: src/accounting/templates/accounting/transaction/include/account-selector-modal.html:27
 #: src/accounting/templates/accounting/transaction/include/detail.html:71
 #: src/accounting/templates/accounting/transaction/include/entry-form-modal.html:28
-#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:30
+#: src/accounting/templates/accounting/transaction/include/summary-editor-modal.html:30
 msgid "Close"
 msgstr "關閉"
 
@@ -229,15 +527,17 @@ msgstr "你確定要刪掉這個科目嗎？"
 #: src/accounting/templates/accounting/account/detail.html:76
 #: src/accounting/templates/accounting/account/include/form.html:112
 #: src/accounting/templates/accounting/currency/detail.html:72
+#: src/accounting/templates/accounting/report/include/search-modal.html:37
 #: src/accounting/templates/accounting/transaction/include/account-selector-modal.html:49
 #: src/accounting/templates/accounting/transaction/include/detail.html:77
 #: src/accounting/templates/accounting/transaction/include/entry-form-modal.html:54
-#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:175
+#: src/accounting/templates/accounting/transaction/include/summary-editor-modal.html:184
 msgid "Cancel"
 msgstr "取消"
 
 #: src/accounting/templates/accounting/account/detail.html:77
 #: src/accounting/templates/accounting/currency/detail.html:73
+#: src/accounting/templates/accounting/report/include/period-chooser.html:141
 #: src/accounting/templates/accounting/transaction/include/detail.html:78
 msgid "Confirm"
 msgstr "確定"
@@ -262,6 +562,7 @@ msgstr "%(account)s設定"
 #: src/accounting/templates/accounting/account/list.html:24
 #: src/accounting/templates/accounting/base-account/list.html:24
 #: src/accounting/templates/accounting/currency/list.html:24
+#: src/accounting/templates/accounting/report/search.html:28
 #: src/accounting/templates/accounting/transaction/list.html:28
 #, python-format
 msgid "Search Result for \"%(query)s\""
@@ -273,6 +574,7 @@ msgstr "科目管理"
 
 #: src/accounting/templates/accounting/account/list.html:32
 #: src/accounting/templates/accounting/currency/list.html:32
+#: src/accounting/templates/accounting/report/include/action-buttons.html:27
 #: src/accounting/templates/accounting/transaction/expense/include/form-currency-item.html:75
 #: src/accounting/templates/accounting/transaction/include/form.html:62
 #: src/accounting/templates/accounting/transaction/income/include/form-currency-item.html:75
@@ -284,6 +586,7 @@ msgstr "新增"
 
 #: src/accounting/templates/accounting/account/list.html:35
 #: src/accounting/templates/accounting/currency/list.html:35
+#: src/accounting/templates/accounting/report/search.html:37
 #: src/accounting/templates/accounting/transaction/list.html:57
 msgid "Search for Desktop"
 msgstr "桌機版檢索"
@@ -295,6 +598,11 @@ msgstr "桌機版檢索"
 #: src/accounting/templates/accounting/base-account/list.html:34
 #: src/accounting/templates/accounting/currency/list.html:40
 #: src/accounting/templates/accounting/currency/list.html:52
+#: src/accounting/templates/accounting/report/include/action-buttons.html:67
+#: src/accounting/templates/accounting/report/include/action-buttons.html:119
+#: src/accounting/templates/accounting/report/include/search-modal.html:27
+#: src/accounting/templates/accounting/report/include/search-modal.html:33
+#: src/accounting/templates/accounting/report/include/search-modal.html:38
 #: src/accounting/templates/accounting/transaction/include/account-selector-modal.html:34
 #: src/accounting/templates/accounting/transaction/list.html:62
 #: src/accounting/templates/accounting/transaction/list.html:74
@@ -303,6 +611,7 @@ msgstr "搜尋"
 
 #: src/accounting/templates/accounting/account/list.html:47
 #: src/accounting/templates/accounting/currency/list.html:47
+#: src/accounting/templates/accounting/report/search.html:50
 #: src/accounting/templates/accounting/transaction/list.html:69
 msgid "Search for Mobile"
 msgstr "行動版檢索"
@@ -312,6 +621,13 @@ msgstr "行動版檢索"
 #: src/accounting/templates/accounting/account/order.html:81
 #: src/accounting/templates/accounting/base-account/list.html:51
 #: src/accounting/templates/accounting/currency/list.html:77
+#: src/accounting/templates/accounting/report/balance-sheet.html:122
+#: src/accounting/templates/accounting/report/income-expenses.html:126
+#: src/accounting/templates/accounting/report/income-statement.html:108
+#: src/accounting/templates/accounting/report/journal.html:114
+#: src/accounting/templates/accounting/report/ledger.html:125
+#: src/accounting/templates/accounting/report/search.html:115
+#: src/accounting/templates/accounting/report/trial-balance.html:94
 #: src/accounting/templates/accounting/transaction/include/account-selector-modal.html:46
 #: src/accounting/templates/accounting/transaction/list.html:93
 #: src/accounting/templates/accounting/transaction/order.html:80
@@ -328,7 +644,7 @@ msgstr "%(base)s下的科目"
 #: src/accounting/templates/accounting/currency/include/form.html:57
 #: src/accounting/templates/accounting/transaction/include/entry-form-modal.html:55
 #: src/accounting/templates/accounting/transaction/include/form.html:78
-#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:176
+#: src/accounting/templates/accounting/transaction/include/summary-editor-modal.html:185
 #: src/accounting/templates/accounting/transaction/order.html:61
 msgid "Save"
 msgstr "儲存"
@@ -392,13 +708,27 @@ msgstr "代碼"
 msgid "Name"
 msgstr "名稱"
 
+#: src/accounting/templates/accounting/include/add-txn-material-fab.html:26
+msgid "Cash expense"
+msgstr "現金支出"
+
+#: src/accounting/templates/accounting/include/add-txn-material-fab.html:29
+msgid "Cash income"
+msgstr "現金收入"
+
+#: src/accounting/templates/accounting/include/add-txn-material-fab.html:32
+#: src/accounting/templates/accounting/report/include/action-buttons.html:42
+#: src/accounting/templates/accounting/transaction/list.html:51
+msgid "Transfer"
+msgstr "轉帳"
+
 #: src/accounting/templates/accounting/include/nav.html:27
 msgid "Accounting"
 msgstr "記帳"
 
 #: src/accounting/templates/accounting/include/nav.html:33
-msgid "Transactions"
+msgid "Reports"
-msgstr "傳票"
+msgstr "報表"
 
 #: src/accounting/templates/accounting/include/nav.html:39
 msgid "Accounts"
@@ -416,22 +746,100 @@ msgstr "貨幣"
 msgid "Page navigation"
 msgstr "分頁瀏覽"
 
-#: src/accounting/templates/accounting/transaction/list.html:28
+#: src/accounting/templates/accounting/report/balance-sheet.html:29
-msgid "Transaction Management"
+#: src/accounting/templates/accounting/report/balance-sheet.html:61
-msgstr "傳票管理"
+#, python-format
+msgid "Balance Sheet of %(currency)s %(period)s"
+msgstr "%(period)s%(currency)s資產負債表"
 
+#: src/accounting/templates/accounting/report/income-expenses.html:29
+#, python-format
+msgid "Income and Expenses Log of %(account)s in %(currency)s %(period)s"
+msgstr "%(period)s%(currency)s%(account)s收支帳"
+
+#: src/accounting/templates/accounting/report/income-statement.html:29
+#: src/accounting/templates/accounting/report/income-statement.html:61
+#, python-format
+msgid "Income Statement of %(currency)s %(period)s"
+msgstr "%(period)s%(currency)s損益表"
+
+#: src/accounting/templates/accounting/report/journal.html:29
+#, python-format
+msgid "Journal %(period)s"
+msgstr "%(period)s日記簿"
+
+#: src/accounting/templates/accounting/report/ledger.html:29
+#, python-format
+msgid "Ledger of %(account)s in %(currency)s %(period)s"
+msgstr "%(period)s%(currency)s%(account)s分類帳"
+
+#: src/accounting/templates/accounting/report/trial-balance.html:29
+#: src/accounting/templates/accounting/report/trial-balance.html:61
+#, python-format
+msgid "Trial Balance of %(currency)s %(period)s"
+msgstr "%(period)s%(currency)s試算表"
+
+#: src/accounting/templates/accounting/report/include/action-buttons.html:32
 #: src/accounting/templates/accounting/transaction/list.html:42
 msgid "Cash Expense"
 msgstr "現金支出"
 
+#: src/accounting/templates/accounting/report/include/action-buttons.html:37
 #: src/accounting/templates/accounting/transaction/list.html:46
 msgid "Cash Income"
 msgstr "現金收入"
 
-#: src/accounting/templates/accounting/transaction/include/add-new-material-fab.html:32
+#: src/accounting/templates/accounting/report/include/action-buttons.html:55
-#: src/accounting/templates/accounting/transaction/list.html:51
+msgid "Report"
-msgid "Transfer"
+msgstr "報表"
-msgstr "轉帳"
+
+#: src/accounting/templates/accounting/report/include/action-buttons.html:126
+msgid "Download"
+msgstr "下載"
+
+#: src/accounting/templates/accounting/report/include/period-chooser.html:26
+msgid "Period Chooser"
+msgstr "選擇日期範圍"
+
+#: src/accounting/templates/accounting/report/include/period-chooser.html:34
+msgid "Month"
+msgstr "月"
+
+#: src/accounting/templates/accounting/report/include/period-chooser.html:39
+msgid "Year"
+msgstr "年"
+
+#: src/accounting/templates/accounting/report/include/period-chooser.html:44
+msgid "Day"
+msgstr "日"
+
+#: src/accounting/templates/accounting/report/include/period-chooser.html:49
+msgid "Custom"
+msgstr "自訂"
+
+#: src/accounting/templates/accounting/report/include/period-chooser.html:122
+msgid "All"
+msgstr "全部"
+
+#: src/accounting/templates/accounting/report/include/period-chooser.html:129
+#: src/accounting/templates/accounting/transaction/include/summary-editor-modal.html:102
+#: src/accounting/templates/accounting/transaction/include/summary-editor-modal.html:143
+msgid "From"
+msgstr "從"
+
+#: src/accounting/templates/accounting/report/include/period-chooser.html:135
+#: src/accounting/templates/accounting/transaction/include/summary-editor-modal.html:111
+#: src/accounting/templates/accounting/transaction/include/summary-editor-modal.html:148
+msgid "To"
+msgstr "至"
+
+#: src/accounting/templates/accounting/report/include/search-modal.html:22
+msgid "Search the Accounting Data"
+msgstr "搜尋帳務資料"
+
+#: src/accounting/templates/accounting/transaction/list.html:28
+msgid "Transaction Management"
+msgstr "傳票管理"
 
 #: src/accounting/templates/accounting/transaction/order.html:29
 #, python-format
@@ -455,17 +863,6 @@ msgstr "改轉帳"
 msgid "Content"
 msgstr "內容"
 
-#: src/accounting/templates/accounting/transaction/expense/detail.html:53
-#: src/accounting/templates/accounting/transaction/expense/include/form-currency-item.html:68
-#: src/accounting/templates/accounting/transaction/income/detail.html:53
-#: src/accounting/templates/accounting/transaction/income/include/form-currency-item.html:68
-#: src/accounting/templates/accounting/transaction/transfer/detail.html:49
-#: src/accounting/templates/accounting/transaction/transfer/detail.html:75
-#: src/accounting/templates/accounting/transaction/transfer/include/form-currency-item.html:70
-#: src/accounting/templates/accounting/transaction/transfer/include/form-currency-item.html:110
-msgid "Total"
-msgstr "合計"
-
 #: src/accounting/templates/accounting/transaction/expense/edit.html:24
 #: src/accounting/templates/accounting/transaction/income/edit.html:24
 #: src/accounting/templates/accounting/transaction/transfer/edit.html:24
@@ -473,12 +870,6 @@ msgstr "合計"
 msgid "Editing %(txn)s"
 msgstr "編輯%(txn)s"
 
-#: src/accounting/templates/accounting/transaction/expense/include/form-currency-item.html:32
-#: src/accounting/templates/accounting/transaction/income/include/form-currency-item.html:32
-#: src/accounting/templates/accounting/transaction/transfer/include/form-currency-item.html:32
-msgid "Currency"
-msgstr "貨幣"
-
 #: src/accounting/templates/accounting/transaction/include/account-selector-modal.html:26
 msgid "Select Account"
 msgstr "選擇科目"
@@ -487,14 +878,6 @@ msgstr "選擇科目"
 msgid "More…"
 msgstr "更多…"
 
-#: src/accounting/templates/accounting/transaction/include/add-new-material-fab.html:26
-msgid "Cash expense"
-msgstr "現金支出"
-
-#: src/accounting/templates/accounting/transaction/include/add-new-material-fab.html:29
-msgid "Cash income"
-msgstr "現金收入"
-
 #: src/accounting/templates/accounting/transaction/include/detail.html:70
 msgid "Delete Transaction Confirmation"
 msgstr "傳票刪除確認"
@@ -507,68 +890,37 @@ msgstr "你確定要刪掉這張傳票嗎？"
 msgid "Journal Entry Content"
 msgstr "分錄內容"
 
-#: src/accounting/templates/accounting/transaction/include/entry-form-modal.html:33
+#: src/accounting/templates/accounting/transaction/include/summary-editor-modal.html:41
-msgid "Account"
-msgstr "科目"
-
-#: src/accounting/templates/accounting/transaction/include/entry-form-modal.html:41
-#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:28
-msgid "Summary"
-msgstr "摘要"
-
-#: src/accounting/templates/accounting/transaction/include/entry-form-modal.html:49
-msgid "Amount"
-msgstr "金額"
-
-#: src/accounting/templates/accounting/transaction/include/form.html:48
-msgid "Date"
-msgstr "日期"
-
-#: src/accounting/templates/accounting/transaction/include/form.html:71
-msgid "Note"
-msgstr "備註"
-
-#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:39
 msgid "General"
 msgstr "一般"
 
-#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:44
+#: src/accounting/templates/accounting/transaction/include/summary-editor-modal.html:46
 msgid "Travel"
 msgstr "差旅"
 
-#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:49
+#: src/accounting/templates/accounting/transaction/include/summary-editor-modal.html:51
 msgid "Bus"
 msgstr "公車"
 
-#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:54
+#: src/accounting/templates/accounting/transaction/include/summary-editor-modal.html:56
 msgid "Regular"
 msgstr "帳單"
 
-#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:59
+#: src/accounting/templates/accounting/transaction/include/summary-editor-modal.html:61
-msgid "Number"
+msgid "Annotation"
-msgstr "數量"
+msgstr "註記"
 
-#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:67
+#: src/accounting/templates/accounting/transaction/include/summary-editor-modal.html:70
-#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:84
+#: src/accounting/templates/accounting/transaction/include/summary-editor-modal.html:87
-#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:119
+#: src/accounting/templates/accounting/transaction/include/summary-editor-modal.html:122
 msgid "Tag"
 msgstr "標籤"
 
-#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:99
+#: src/accounting/templates/accounting/transaction/include/summary-editor-modal.html:127
-#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:140
-msgid "From"
-msgstr "從"
-
-#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:108
-#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:145
-msgid "To"
-msgstr "至"
-
-#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:124
 msgid "Route"
 msgstr "路線"
 
-#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:160
+#: src/accounting/templates/accounting/transaction/include/summary-editor-modal.html:163
 msgid "The number of items"
 msgstr "數量"
 
@@ -580,16 +932,6 @@ msgstr "新增現金收入傳票"
 msgid "Add a New Transfer Transaction"
 msgstr "新增轉帳傳票"
 
-#: src/accounting/templates/accounting/transaction/transfer/detail.html:33
-#: src/accounting/templates/accounting/transaction/transfer/include/form-currency-item.html:47
-msgid "Debit"
-msgstr "借方"
-
-#: src/accounting/templates/accounting/transaction/transfer/detail.html:59
-#: src/accounting/templates/accounting/transaction/transfer/include/form-currency-item.html:87
-msgid "Credit"
-msgstr "貸方"
-
 #: src/accounting/transaction/forms.py:45
 msgid "Please select the currency."
 msgstr "請選擇貨幣。"
@@ -610,43 +952,23 @@ msgstr "金額請填正數。"
 msgid "This account is not for debit entries."
 msgstr "科目不是借方科目。"
 
-#: src/accounting/transaction/forms.py:201
+#: src/accounting/transaction/forms.py:230
 msgid "This account is not for credit entries."
 msgstr "科目不是貸方科目。"
 
-#: src/accounting/transaction/template.py:97
+#: src/accounting/transaction/views.py:106
-msgid "Today"
-msgstr "今天"
-
-#: src/accounting/transaction/template.py:99
-msgid "Yesterday"
-msgstr "昨天"
-
-#: src/accounting/transaction/template.py:101
-msgid "Tomorrow"
-msgstr "明天"
-
-#: src/accounting/transaction/template.py:105
-msgid "The day before yesterday"
-msgstr "前天"
-
-#: src/accounting/transaction/template.py:107
-msgid "The day after tomorrow"
-msgstr "後天"
-
-#: src/accounting/transaction/views.py:108
 msgid "The transaction is added successfully"
 msgstr "傳票加好了。"
 
-#: src/accounting/transaction/views.py:162
+#: src/accounting/transaction/views.py:160
 msgid "The transaction was not modified."
 msgstr "傳票未異動。"
 
-#: src/accounting/transaction/views.py:167
+#: src/accounting/transaction/views.py:165
 msgid "The transaction is updated successfully."
 msgstr "傳票存好了。"
 
-#: src/accounting/transaction/views.py:183
+#: src/accounting/transaction/views.py:181
 msgid "The transaction is deleted successfully."
 msgstr "傳票刪掉了"
 
@@ -660,3 +982,9 @@ msgctxt "Pagination|"
 msgid "Next"
 msgstr "下一頁"
 
+#~ msgid "Number"
+#~ msgstr "數量"
+
+#~ msgid "in %(time)s"
+#~ msgstr "%(period)s"
+

src/accounting/utils/pagination.py

@@ -26,7 +26,7 @@ from urllib.parse import urlparse, parse_qsl, urlencode, urlunparse, \
 from flask import request
 from werkzeug.routing import RequestRedirect
 
-from accounting.locale import gettext, pgettext
+from accounting.locale import pgettext
 
 
 class Link:

tests/test_transaction.py

@@ -35,6 +35,8 @@ from testlib_txn import Accounts, get_add_form, get_unchanged_update_form, \
 
 PREFIX: str = "/accounting/transactions"
 """The URL prefix for the transaction management."""
+RETURN_TO_URI: str = "/accounting/reports"
+"""The URL to return to after the operation."""
 
 
 class CashIncomeTransactionTestCase(unittest.TestCase):
@@ -82,9 +84,6 @@ class CashIncomeTransactionTestCase(unittest.TestCase):
         update_form["csrf_token"] = csrf_token
         response: httpx.Response
 
-        response = client.get(PREFIX)
-        self.assertEqual(response.status_code, 403)
-
         response = client.get(f"{PREFIX}/{txn_id}")
         self.assertEqual(response.status_code, 403)
 
@@ -117,9 +116,6 @@ class CashIncomeTransactionTestCase(unittest.TestCase):
         update_form["csrf_token"] = csrf_token
         response: httpx.Response
 
-        response = client.get(PREFIX)
-        self.assertEqual(response.status_code, 200)
-
         response = client.get(f"{PREFIX}/{txn_id}")
         self.assertEqual(response.status_code, 200)
 
@@ -149,9 +145,6 @@ class CashIncomeTransactionTestCase(unittest.TestCase):
         update_form: dict[str, str] = self.__get_update_form(txn_id)
         response: httpx.Response
 
-        response = self.client.get(PREFIX)
-        self.assertEqual(response.status_code, 200)
-
         response = self.client.get(f"{PREFIX}/{txn_id}")
         self.assertEqual(response.status_code, 200)
 
@@ -175,7 +168,7 @@ class CashIncomeTransactionTestCase(unittest.TestCase):
         response = self.client.post(f"{PREFIX}/{txn_id}/delete",
                                     data={"csrf_token": self.csrf_token})
         self.assertEqual(response.status_code, 302)
-        self.assertEqual(response.headers["Location"], PREFIX)
+        self.assertEqual(response.headers["Location"], RETURN_TO_URI)
 
     def test_add(self) -> None:
         """Tests to add the transactions.
@@ -643,9 +636,6 @@ class CashExpenseTransactionTestCase(unittest.TestCase):
         update_form["csrf_token"] = csrf_token
         response: httpx.Response
 
-        response = client.get(PREFIX)
-        self.assertEqual(response.status_code, 403)
-
         response = client.get(f"{PREFIX}/{txn_id}")
         self.assertEqual(response.status_code, 403)
 
@@ -678,9 +668,6 @@ class CashExpenseTransactionTestCase(unittest.TestCase):
         update_form["csrf_token"] = csrf_token
         response: httpx.Response
 
-        response = client.get(PREFIX)
-        self.assertEqual(response.status_code, 200)
-
         response = client.get(f"{PREFIX}/{txn_id}")
         self.assertEqual(response.status_code, 200)
 
@@ -710,9 +697,6 @@ class CashExpenseTransactionTestCase(unittest.TestCase):
         update_form: dict[str, str] = self.__get_update_form(txn_id)
         response: httpx.Response
 
-        response = self.client.get(PREFIX)
-        self.assertEqual(response.status_code, 200)
-
         response = self.client.get(f"{PREFIX}/{txn_id}")
         self.assertEqual(response.status_code, 200)
 
@@ -736,7 +720,7 @@ class CashExpenseTransactionTestCase(unittest.TestCase):
         response = self.client.post(f"{PREFIX}/{txn_id}/delete",
                                     data={"csrf_token": self.csrf_token})
         self.assertEqual(response.status_code, 302)
-        self.assertEqual(response.headers["Location"], PREFIX)
+        self.assertEqual(response.headers["Location"], RETURN_TO_URI)
 
     def test_add(self) -> None:
         """Tests to add the transactions.
@@ -1211,9 +1195,6 @@ class TransferTransactionTestCase(unittest.TestCase):
         update_form["csrf_token"] = csrf_token
         response: httpx.Response
 
-        response = client.get(PREFIX)
-        self.assertEqual(response.status_code, 403)
-
         response = client.get(f"{PREFIX}/{txn_id}")
         self.assertEqual(response.status_code, 403)
 
@@ -1246,9 +1227,6 @@ class TransferTransactionTestCase(unittest.TestCase):
         update_form["csrf_token"] = csrf_token
         response: httpx.Response
 
-        response = client.get(PREFIX)
-        self.assertEqual(response.status_code, 200)
-
         response = client.get(f"{PREFIX}/{txn_id}")
         self.assertEqual(response.status_code, 200)
 
@@ -1278,9 +1256,6 @@ class TransferTransactionTestCase(unittest.TestCase):
         update_form: dict[str, str] = self.__get_update_form(txn_id)
         response: httpx.Response
 
-        response = self.client.get(PREFIX)
-        self.assertEqual(response.status_code, 200)
-
         response = self.client.get(f"{PREFIX}/{txn_id}")
         self.assertEqual(response.status_code, 200)
 
@@ -1304,7 +1279,7 @@ class TransferTransactionTestCase(unittest.TestCase):
         response = self.client.post(f"{PREFIX}/{txn_id}/delete",
                                     data={"csrf_token": self.csrf_token})
         self.assertEqual(response.status_code, 302)
-        self.assertEqual(response.headers["Location"], PREFIX)
+        self.assertEqual(response.headers["Location"], RETURN_TO_URI)
 
     def test_add(self) -> None:
         """Tests to add the transactions.
@@ -1741,7 +1716,7 @@ class TransferTransactionTestCase(unittest.TestCase):
         """
         from accounting.models import Transaction, TransactionCurrency
         txn_id: int = add_txn(self.client, self.__get_add_form())
-        detail_uri: str = f"{PREFIX}/{txn_id}?as=income&next=%2F_next"
+        detail_uri: str = f"{PREFIX}/{txn_id}?next=%2F_next"
         update_uri: str = f"{PREFIX}/{txn_id}/update?as=income"
         form_0: dict[str, str] = self.__get_update_form(txn_id)
         form_0 = {x: form_0[x] for x in form_0 if "-debit-" not in x}
@@ -1840,7 +1815,7 @@ class TransferTransactionTestCase(unittest.TestCase):
         """
         from accounting.models import Transaction, TransactionCurrency
         txn_id: int = add_txn(self.client, self.__get_add_form())
-        detail_uri: str = f"{PREFIX}/{txn_id}?as=expense&next=%2F_next"
+        detail_uri: str = f"{PREFIX}/{txn_id}?next=%2F_next"
         update_uri: str = f"{PREFIX}/{txn_id}/update?as=expense"
         form_0: dict[str, str] = self.__get_update_form(txn_id)
         form_0 = {x: form_0[x] for x in form_0 if "-credit-" not in x}