Advanced to version 0.4.0.

docs/source/accounting.transaction.rst

@@ -36,6 +36,14 @@ accounting.transaction.query module
    :undoc-members:
    :show-inheritance:
 
+accounting.transaction.summary\_helper module
+---------------------------------------------
+
+.. automodule:: accounting.transaction.summary_helper
+   :members:
+   :undoc-members:
+   :show-inheritance:
+
 accounting.transaction.template module
 --------------------------------------
 

docs/source/conf.py

@@ -13,7 +13,7 @@ sys.path.insert(0, os.path.abspath('../../src/'))
 project = 'Mia! Accounting Flask'
 copyright = '2023, imacat'
 author = 'imacat'
-release = '0.0.0'
+release = '0.4.0'
 
 # -- General configuration ---------------------------------------------------
 # https://www.sphinx-doc.org/en/master/usage/configuration.html#general-configuration
@@ -28,5 +28,5 @@ exclude_patterns = []
 # -- Options for HTML output -------------------------------------------------
 # https://www.sphinx-doc.org/en/master/usage/configuration.html#options-for-html-output
 
-html_theme = 'nature'
+html_theme = 'sphinx_rtd_theme'
 html_static_path = ['_static']

setup.cfg

@@ -17,7 +17,7 @@
 
 [metadata]
 name = mia-accounting-flask
-version = 0.3.1
+version = 0.4.0
 author = imacat
 author_email = imacat@mail.imacat.idv.tw
 description = The Mia! Accounting Flask project.

src/accounting/models.py

@@ -203,25 +203,6 @@ class Account(db.Model):
                 return
         self.l10n.append(AccountL10n(locale=current_locale, title=value))
 
-    @property
-    def is_in_use(self) -> bool:
-        """Returns whether the account is in use.
-
-        :return: True if the account is in use, or False otherwise.
-        """
-        if not hasattr(self, "__is_in_use"):
-            setattr(self, "__is_in_use", len(self.entries) > 0)
-        return getattr(self, "__is_in_use")
-
-    @is_in_use.setter
-    def is_in_use(self, is_in_use: bool) -> None:
-        """Sets whether the account is in use.
-
-        :param is_in_use: True if the account is in use, or False otherwise.
-        :return: None.
-        """
-        setattr(self, "__is_in_use", is_in_use)
-
     @classmethod
     def find_by_code(cls, code: str) -> t.Self | None:
         """Finds an account by its code.

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

@@ -46,9 +46,9 @@ function initializeBaseAccountSelector() {
     const btnClear = document.getElementById("accounting-btn-clear-base");
     selector.addEventListener("show.bs.modal", function () {
         base.classList.add("accounting-not-empty");
-        options.forEach(function (item) {
+        for (const option of options) {
-            item.classList.remove("active");
+            option.classList.remove("active");
-        });
+        }
         const selected = document.getElementById("accounting-base-option-" + baseCode.value);
         if (selected !== null) {
             selected.classList.add("active");
@@ -59,7 +59,7 @@ function initializeBaseAccountSelector() {
             base.classList.remove("accounting-not-empty");
         }
     });
-    options.forEach(function (option) {
+    for (const option of options) {
         option.onclick = function () {
             baseCode.value = option.dataset.code;
             baseContent.innerText = option.dataset.content;
@@ -69,7 +69,7 @@ function initializeBaseAccountSelector() {
             validateBase();
             bootstrap.Modal.getInstance(selector).hide();
         };
-    });
+    }
     btnClear.onclick = function () {
         baseCode.value = "";
         baseContent.innerText = "";
@@ -94,15 +94,15 @@ function initializeBaseAccountQuery() {
     const queryNoResult = document.getElementById("accounting-base-option-no-result");
     query.addEventListener("input", function () {
         if (query.value === "") {
-            options.forEach(function (option) {
+            for (const option of options) {
                 option.classList.remove("d-none");
-            });
+            }
             optionList.classList.remove("d-none");
             queryNoResult.classList.add("d-none");
             return
         }
         let hasAnyMatched = false;
-        options.forEach(function (option) {
+        for (const option of options) {
             const queryValues = JSON.parse(option.dataset.queryValues);
             let isMatched = false;
             for (const queryValue of queryValues) {
@@ -117,7 +117,7 @@ function initializeBaseAccountQuery() {
             } else {
                 option.classList.add("d-none");
             }
-        });
+        }
         if (!hasAnyMatched) {
             optionList.classList.add("d-none");
             queryNoResult.classList.remove("d-none");

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

@@ -0,0 +1,254 @@
+/* The Mia! Accounting Flask Project
+ * transaction-transfer-form.js: The JavaScript for the transfer transaction form
+ */
+
+/*  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: 2023/2/28
+ */
+
+// Initializes the page JavaScript.
+document.addEventListener("DOMContentLoaded", function () {
+    AccountSelector.initialize();
+});
+
+/**
+ * The account selector.
+ *
+ */
+class AccountSelector {
+
+    /**
+     * The entry type
+     * @type {string}
+     */
+    #entryType;
+
+    /**
+     * The prefix of the HTML ID and class
+     * @type {string}
+     */
+    #prefix;
+
+    /**
+     * Constructs an account selector.
+     *
+     * @param modal {HTMLFormElement} the account selector modal
+     */
+    constructor(modal) {
+        this.#entryType = modal.dataset.entryType;
+        this.#prefix = "accounting-account-selector-" + modal.dataset.entryType;
+        this.#init();
+    }
+
+    /**
+     * Initializes the account selector.
+     *
+     */
+    #init() {
+        const formAccountControl = document.getElementById("accounting-entry-form-account-control");
+        const formAccount = document.getElementById("accounting-entry-form-account");
+        const more = document.getElementById(this.#prefix + "-more");
+        const btnClear = document.getElementById(this.#prefix + "-btn-clear");
+        const options = Array.from(document.getElementsByClassName(this.#prefix + "-option"));
+        const selector1 = this
+        more.onclick = function () {
+            more.classList.add("d-none");
+            selector1.#filterAccountOptions();
+        };
+        this.#initializeAccountQuery();
+        btnClear.onclick = function () {
+            formAccountControl.classList.remove("accounting-not-empty");
+            formAccount.innerText = "";
+            formAccount.dataset.code = "";
+            formAccount.dataset.text = "";
+            validateJournalEntryAccount();
+        };
+        for (const option of options) {
+            option.onclick = function () {
+                formAccountControl.classList.add("accounting-not-empty");
+                formAccount.innerText = option.dataset.content;
+                formAccount.dataset.code = option.dataset.code;
+                formAccount.dataset.text = option.dataset.content;
+                validateJournalEntryAccount();
+            };
+        }
+    }
+
+    /**
+     * Initializes the query on the account options.
+     *
+     */
+    #initializeAccountQuery() {
+        const query = document.getElementById(this.#prefix + "-query");
+        const helper = this;
+        query.addEventListener("input", function () {
+            helper.#filterAccountOptions();
+        });
+    }
+
+    /**
+     * Filters the account options.
+     *
+     */
+    #filterAccountOptions() {
+        const query = document.getElementById(this.#prefix + "-query");
+        const optionList = document.getElementById(this.#prefix + "-option-list");
+        if (optionList === null) {
+            console.log(this.#prefix + "-option-list");
+        }
+        const options = Array.from(document.getElementsByClassName(this.#prefix + "-option"));
+        const more = document.getElementById(this.#prefix + "-more");
+        const queryNoResult = document.getElementById(this.#prefix + "-option-no-result");
+        const codesInUse = this.#getAccountCodeUsedInForm();
+        let shouldAnyShow = false;
+        for (const option of options) {
+            const shouldShow = this.#shouldAccountOptionShow(option, more, codesInUse, query);
+            if (shouldShow) {
+                option.classList.remove("d-none");
+                shouldAnyShow = true;
+            } else {
+                option.classList.add("d-none");
+            }
+        }
+        if (!shouldAnyShow && more.classList.contains("d-none")) {
+            optionList.classList.add("d-none");
+            queryNoResult.classList.remove("d-none");
+        } else {
+            optionList.classList.remove("d-none");
+            queryNoResult.classList.add("d-none");
+        }
+    }
+
+    /**
+     * Returns the account codes that are used in the form.
+     *
+     * @return {string[]} the account codes that are used in the form
+     */
+    #getAccountCodeUsedInForm() {
+        const accountCodes = Array.from(document.getElementsByClassName("accounting-" + this.#prefix + "-account-code"));
+        const formAccount = document.getElementById("accounting-entry-form-account");
+        const inUse = [formAccount.dataset.code];
+        for (const accountCode of accountCodes) {
+            inUse.push(accountCode.value);
+        }
+        return inUse
+    }
+
+    /**
+     * Returns whether an account option should show.
+     *
+     * @param option {HTMLLIElement} the account option
+     * @param more {HTMLLIElement} the more account element
+     * @param inUse {string[]} the account codes that are used in the form
+     * @param query {HTMLInputElement} the query element, if any
+     * @return {boolean} true if the account option should show, or false otherwise
+     */
+    #shouldAccountOptionShow(option, more, inUse, query) {
+        const isQueryMatched = function () {
+            if (query.value === "") {
+                return true;
+            }
+            const queryValues = JSON.parse(option.dataset.queryValues);
+            for (const queryValue of queryValues) {
+                if (queryValue.includes(query.value)) {
+                    return true;
+                }
+            }
+            return false;
+        };
+        const isMoreMatched = function () {
+            if (more.classList.contains("d-none")) {
+                return true;
+            }
+            return option.classList.contains("accounting-account-in-use") || inUse.includes(option.dataset.code);
+        };
+        return isMoreMatched() && isQueryMatched();
+    }
+
+    /**
+     * Initializes the account selector when it is shown.
+     *
+     */
+    initShow() {
+        const formAccount = document.getElementById("accounting-entry-form-account");
+        const query = document.getElementById(this.#prefix + "-query")
+        const more = document.getElementById(this.#prefix + "-more");
+        const options = Array.from(document.getElementsByClassName(this.#prefix + "-option"));
+        const btnClear = document.getElementById(this.#prefix + "-btn-clear");
+        query.value = "";
+        more.classList.remove("d-none");
+        this.#filterAccountOptions();
+        for (const option of options) {
+            if (option.dataset.code === formAccount.dataset.code) {
+                option.classList.add("active");
+            } else {
+                option.classList.remove("active");
+            }
+        }
+        if (formAccount.dataset.code === "") {
+            btnClear.classList.add("btn-secondary");
+            btnClear.classList.remove("btn-danger");
+            btnClear.disabled = true;
+        } else {
+            btnClear.classList.add("btn-danger");
+            btnClear.classList.remove("btn-secondary");
+            btnClear.disabled = false;
+        }
+    }
+
+    /**
+     * The account selectors.
+     * @type {{debit: AccountSelector, credit: AccountSelector}}
+     */
+    static #selectors = {}
+
+    /**
+     * Initializes the account selectors.
+     *
+     */
+    static initialize() {
+        const modals = Array.from(document.getElementsByClassName("accounting-account-selector-modal"));
+        for (const modal of modals) {
+            const selector = new AccountSelector(modal);
+            this.#selectors[selector.#entryType] = selector;
+        }
+        this.#initializeTransactionForm();
+    }
+
+    /**
+     * Initializes the transaction form.
+     *
+     */
+    static #initializeTransactionForm() {
+        const entryForm = document.getElementById("accounting-entry-form");
+        const formAccountControl = document.getElementById("accounting-entry-form-account-control");
+        const selectors = this.#selectors;
+        formAccountControl.onclick = function () {
+            selectors[entryForm.dataset.entryType].initShow();
+        };
+    }
+    /**
+     * Initializes the account selector for the journal entry form.
+     *x
+     */
+    static initializeJournalEntryForm() {
+        const entryForm = document.getElementById("accounting-entry-form");
+        const formAccountControl = document.getElementById("accounting-entry-form-account-control");
+        formAccountControl.dataset.bsTarget = "#accounting-account-selector-" + entryForm.dataset.entryType + "-modal";
+    }
+}

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

@@ -65,9 +65,9 @@ function validateForm() {
  */
 function submitFormIfAllAsyncValid() {
     let isValid = true;
-    Object.keys(isAsyncValid).forEach(function (key) {
+    for (const key of Object.keys(isAsyncValid)) {
         isValid = isAsyncValid[key] && isValid;
-    });
+    }
     if (isValid) {
         document.getElementById("accounting-form").submit()
     }

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

@@ -42,7 +42,7 @@ function initializeDragAndDropReordering(list, onReorder) {
 function initializeMouseDragAndDropReordering(list, onReorder) {
     const items = Array.from(list.children);
     let dragged = null;
-    items.forEach(function (item) {
+    for (const item of items) {
         item.draggable = true;
         item.addEventListener("dragstart", function () {
             dragged = item;
@@ -56,7 +56,7 @@ function initializeMouseDragAndDropReordering(list, onReorder) {
             dragged.classList.remove("accounting-dragged");
             dragged = null;
         });
-    });
+    }
 }
 
 /**
@@ -68,7 +68,7 @@ function initializeMouseDragAndDropReordering(list, onReorder) {
  */
 function initializeTouchDragAndDropReordering(list, onReorder) {
     const items = Array.from(list.children);
-    items.forEach(function (item) {
+    for (const item of items) {
         item.addEventListener("touchstart", function () {
             item.classList.add("accounting-dragged");
         });
@@ -81,7 +81,7 @@ function initializeTouchDragAndDropReordering(list, onReorder) {
         item.addEventListener("touchend", function () {
             item.classList.remove("accounting-dragged");
         });
-    });
+    }
 }
 
 /**

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

@@ -0,0 +1,827 @@
+/* The Mia! Accounting Flask Project
+ * summary-helper.js: The JavaScript for the summary helper
+ */
+
+/*  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: 2023/2/28
+ */
+
+// Initializes the page JavaScript.
+document.addEventListener("DOMContentLoaded", function () {
+    SummaryHelper.initialize();
+});
+
+/**
+ * A summary helper.
+ *
+ */
+class SummaryHelper {
+
+    /**
+     * The entry type, either "debit" or "credit"
+     * @type {string}
+     */
+    #entryType;
+
+    /**
+     * The prefix of the HTML ID and class
+     * @type {string}
+     */
+    #prefix;
+
+    /**
+     * The default tab ID
+     * @type {string}
+     */
+    #defaultTabId;
+
+    /**
+     * Constructs a summary helper.
+     *
+     * @param form {HTMLFormElement} the summary helper form
+     */
+    constructor(form) {
+        this.#entryType = form.dataset.entryType;
+        this.#prefix = "accounting-summary-helper-" + form.dataset.entryType;
+        this.#defaultTabId = form.dataset.defaultTabId;
+        this.#init();
+    }
+
+    /**
+     * Initializes the summary helper.
+     *
+     */
+    #init() {
+        const helper = this;
+        const summary = document.getElementById(this.#prefix + "-summary");
+        const tabs = Array.from(document.getElementsByClassName(this.#prefix + "-tab"));
+        for (const tab of tabs) {
+            tab.onclick = function () {
+                helper.#switchToTab(tab.dataset.tabId);
+            }
+        }
+        this.#initializeGeneralTagHelper();
+        this.#initializeGeneralTripHelper();
+        this.#initializeBusTripHelper();
+        this.#initializeNumberHelper();
+        this.#initializeSuggestedAccounts();
+        this.#initializeSubmission();
+        summary.onchange = function () {
+            summary.value = summary.value.trim();
+            helper.#parseAndPopulate();
+        };
+    }
+
+    /**
+     * Switches to a tab.
+     *
+     * @param tabId {string} the tab ID.
+     */
+    #switchToTab(tabId) {
+        const tabs = Array.from(document.getElementsByClassName(this.#prefix + "-tab"));
+        const pages = Array.from(document.getElementsByClassName(this.#prefix + "-page"));
+        const tagButtons = Array.from(document.getElementsByClassName(this.#prefix + "-" + tabId + "-btn-tag"));
+        for (const tab of tabs) {
+            if (tab.dataset.tabId === tabId) {
+                tab.classList.add("active");
+                tab.ariaCurrent = "page";
+            } else {
+                tab.classList.remove("active");
+                tab.ariaCurrent = "false";
+            }
+        }
+        for (const page of pages) {
+            if (page.dataset.tabId === tabId) {
+                page.classList.remove("d-none");
+                page.ariaCurrent = "page";
+            } else {
+                page.classList.add("d-none");
+                page.ariaCurrent = "false";
+            }
+        }
+        let selectedBtnTag = null;
+        for (const tagButton of tagButtons) {
+            if (tagButton.classList.contains("btn-primary")) {
+                selectedBtnTag = tagButton;
+                break;
+            }
+        }
+        this.#filterSuggestedAccounts(selectedBtnTag);
+    }
+
+    /**
+     * Initializes the general tag helper.
+     *
+     */
+    #initializeGeneralTagHelper() {
+        const summary = document.getElementById(this.#prefix + "-summary");
+        const tag = document.getElementById(this.#prefix + "-general-tag");
+        const helper = this;
+        const updateSummary = function () {
+            const pos = summary.value.indexOf("—");
+            const prefix = tag.value === ""? "": tag.value + "—";
+            if (pos === -1) {
+                summary.value = prefix + summary.value;
+            } else {
+                summary.value = prefix + summary.value.substring(pos + 1);
+            }
+        }
+        this.#initializeTagButtons("general", tag, updateSummary);
+        tag.onchange = function () {
+            helper.#onTagInputChange("general", tag, updateSummary);
+        };
+    }
+
+    /**
+     * Initializes the general trip helper.
+     *
+     */
+    #initializeGeneralTripHelper() {
+        const summary = document.getElementById(this.#prefix + "-summary");
+        const tag = document.getElementById(this.#prefix + "-travel-tag");
+        const from = document.getElementById(this.#prefix + "-travel-from");
+        const directionButtons = Array.from(document.getElementsByClassName(this.#prefix + "-travel-direction"))
+        const to = document.getElementById(this.#prefix + "-travel-to");
+        const helper = this;
+        const updateSummary = function () {
+            let direction;
+            for (const directionButton of directionButtons) {
+                if (directionButton.classList.contains("btn-primary")) {
+                    direction = directionButton.dataset.arrow;
+                    break;
+                }
+            }
+            summary.value = tag.value + "—" + from.value + direction + to.value;
+        };
+        this.#initializeTagButtons("travel", tag, updateSummary);
+        tag.onchange = function () {
+            helper.#onTagInputChange("travel", tag, updateSummary);
+            helper.#validateGeneralTripTag();
+        };
+        from.onchange = function () {
+            updateSummary();
+            helper.#validateGeneralTripFrom();
+        };
+        for (const directionButton of directionButtons) {
+            directionButton.onclick = function () {
+                for (const otherButton of directionButtons) {
+                    otherButton.classList.remove("btn-primary");
+                    otherButton.classList.add("btn-outline-primary");
+                }
+                directionButton.classList.remove("btn-outline-primary");
+                directionButton.classList.add("btn-primary");
+                updateSummary();
+            };
+        }
+        to.onchange = function () {
+            updateSummary();
+            helper.#validateGeneralTripTo();
+        };
+    }
+
+    /**
+     * Initializes the bus trip helper.
+     *
+     */
+    #initializeBusTripHelper() {
+        const summary = document.getElementById(this.#prefix + "-summary");
+        const tag = document.getElementById(this.#prefix + "-bus-tag");
+        const route = document.getElementById(this.#prefix + "-bus-route");
+        const from = document.getElementById(this.#prefix + "-bus-from");
+        const to = document.getElementById(this.#prefix + "-bus-to");
+        const helper = this;
+        const updateSummary = function () {
+            summary.value = tag.value + "—" + route.value + "—" + from.value + "→" + to.value;
+        };
+        this.#initializeTagButtons("bus", tag, updateSummary);
+        tag.onchange = function () {
+            helper.#onTagInputChange("bus", tag, updateSummary);
+            helper.#validateBusTripTag();
+        };
+        route.onchange = function () {
+            updateSummary();
+            helper.#validateBusTripRoute();
+        };
+        from.onchange = function () {
+            updateSummary();
+            helper.#validateBusTripFrom();
+        };
+        to.onchange = function () {
+            updateSummary();
+            helper.#validateBusTripTo();
+        };
+    }
+
+    /**
+     * Initializes the tag buttons.
+     *
+     * @param tabId {string} the tab ID
+     * @param tag {HTMLInputElement} the tag input
+     * @param updateSummary {function(): void} the callback to update the summary
+     */
+    #initializeTagButtons(tabId, tag, updateSummary) {
+        const tagButtons = Array.from(document.getElementsByClassName(this.#prefix + "-" + tabId + "-btn-tag"));
+        const helper = this;
+        for (const tagButton of tagButtons) {
+            tagButton.onclick = function () {
+                for (const otherButton of tagButtons) {
+                    otherButton.classList.remove("btn-primary");
+                    otherButton.classList.add("btn-outline-primary");
+                }
+                tagButton.classList.remove("btn-outline-primary");
+                tagButton.classList.add("btn-primary");
+                tag.value = tagButton.dataset.value;
+                helper.#filterSuggestedAccounts(tagButton);
+                updateSummary();
+            };
+        }
+    }
+
+    /**
+     * The callback when the tag input is changed.
+     *
+     * @param tabId {string} the tab ID
+     * @param tag {HTMLInputElement} the tag input
+     * @param updateSummary {function(): void} the callback to update the summary
+     */
+    #onTagInputChange(tabId, tag, updateSummary) {
+        const tagButtons = Array.from(document.getElementsByClassName(this.#prefix + "-" + tabId + "-btn-tag"));
+        let isMatched = false;
+        for (const tagButton of tagButtons) {
+            if (tagButton.dataset.value === tag.value) {
+                tagButton.classList.remove("btn-outline-primary");
+                tagButton.classList.add("btn-primary");
+                this.#filterSuggestedAccounts(tagButton);
+                isMatched = true;
+            } else {
+                tagButton.classList.remove("btn-primary");
+                tagButton.classList.add("btn-outline-primary");
+            }
+        }
+        if (!isMatched) {
+            this.#filterSuggestedAccounts(null);
+        }
+        updateSummary();
+    }
+
+    /**
+     * Filters the suggested accounts.
+     *
+     * @param tagButton {HTMLButtonElement|null} the tag button
+     */
+    #filterSuggestedAccounts(tagButton) {
+        const accountButtons = Array.from(document.getElementsByClassName(this.#prefix + "-account"));
+        if (tagButton === null) {
+            for (const accountButton of accountButtons) {
+                accountButton.classList.add("d-none");
+                accountButton.classList.remove("btn-primary");
+                accountButton.classList.add("btn-outline-primary");
+                this.#selectAccount(null);
+            }
+            return;
+        }
+        const suggested = JSON.parse(tagButton.dataset.accounts);
+        for (const accountButton of accountButtons) {
+            if (suggested.includes(accountButton.dataset.code)) {
+                accountButton.classList.remove("d-none");
+            } else {
+                accountButton.classList.add("d-none");
+            }
+            this.#selectAccount(suggested[0]);
+        }
+    }
+
+    /**
+     * Initializes the number helper.
+     *
+     */
+    #initializeNumberHelper() {
+        const summary = document.getElementById(this.#prefix + "-summary");
+        const number = document.getElementById(this.#prefix + "-number");
+        number.onchange = function () {
+            const found = summary.value.match(/^(.+)×(\d+)$/);
+            if (found !== null) {
+                summary.value = found[1];
+            }
+            if (number.value > 1) {
+                summary.value = summary.value + "×" + String(number.value);
+            }
+        };
+    }
+
+    /**
+     * Initializes the suggested accounts.
+     *
+     */
+    #initializeSuggestedAccounts() {
+        const accountButtons = Array.from(document.getElementsByClassName(this.#prefix + "-account"));
+        const helper = this;
+        for (const accountButton of accountButtons) {
+            accountButton.onclick = function () {
+                helper.#selectAccount(accountButton.dataset.code);
+            };
+        }
+    }
+
+    /**
+     * Select a suggested account.
+     *
+     * @param selectedCode {string|null} the account code, or null to deselect the account
+     */
+    #selectAccount(selectedCode) {
+        const form = document.getElementById(this.#prefix);
+        if (selectedCode === null) {
+            form.dataset.selectedAccountCode = "";
+            form.dataset.selectedAccountText = "";
+            return;
+        }
+        const accountButtons = Array.from(document.getElementsByClassName(this.#prefix + "-account"));
+        for (const accountButton of accountButtons) {
+            if (accountButton.dataset.code === selectedCode) {
+                accountButton.classList.remove("btn-outline-primary");
+                accountButton.classList.add("btn-primary");
+                form.dataset.selectedAccountCode = accountButton.dataset.code;
+                form.dataset.selectedAccountText = accountButton.dataset.text;
+            } else {
+                accountButton.classList.remove("btn-primary");
+                accountButton.classList.add("btn-outline-primary");
+            }
+        }
+    }
+
+    /**
+     * Initializes the summary submission
+     *
+     */
+    #initializeSubmission() {
+        const form = document.getElementById(this.#prefix);
+        const helper = this;
+        form.onsubmit = function () {
+            if (helper.#validate()) {
+                helper.#submit();
+            }
+            return false;
+        };
+    }
+
+    /**
+     * Validates the form.
+     *
+     * @return {boolean} true if valid, or false otherwise
+     */
+    #validate() {
+        const tabs = Array.from(document.getElementsByClassName(this.#prefix + "-tab"));
+        let isValid = true;
+        for (const tab of tabs) {
+            if (tab.classList.contains("active")) {
+                switch (tab.dataset.tabId) {
+                    case "general":
+                        isValid = this.#validateGeneralTag() && isValid;
+                        break;
+                    case "travel":
+                        isValid = this.#validateGeneralTrip() && isValid;
+                        break;
+                    case "bus":
+                        isValid = this.#validateBusTrip() && isValid;
+                        break;
+                }
+            }
+        }
+        return isValid;
+    }
+
+    /**
+     * Validates a general tag.
+     *
+     * @return {boolean} true if valid, or false otherwise
+     */
+    #validateGeneralTag() {
+        const field = document.getElementById(this.#prefix + "-general-tag");
+        const error = document.getElementById(this.#prefix + "-general-tag-error");
+        field.value = field.value.trim();
+        field.classList.remove("is-invalid");
+        error.innerText = "";
+        return true;
+    }
+
+    /**
+     * Validates a general trip.
+     *
+     * @return {boolean} true if valid, or false otherwise
+     */
+    #validateGeneralTrip() {
+        let isValid = true;
+        isValid = this.#validateGeneralTripTag() && isValid;
+        isValid = this.#validateGeneralTripFrom() && isValid;
+        isValid = this.#validateGeneralTripTo() && isValid;
+        return isValid;
+    }
+
+    /**
+     * Validates the tag of a general trip.
+     *
+     * @return {boolean} true if valid, or false otherwise
+     */
+    #validateGeneralTripTag() {
+        const field = document.getElementById(this.#prefix + "-travel-tag");
+        const error = document.getElementById(this.#prefix + "-travel-tag-error");
+        field.value = field.value.trim();
+        if (field.value === "") {
+            field.classList.add("is-invalid");
+            error.innerText = A_("Please fill in the tag.");
+            return false;
+        }
+        field.classList.remove("is-invalid");
+        error.innerText = "";
+        return true;
+    }
+
+    /**
+     * Validates the origin of a general trip.
+     *
+     * @return {boolean} true if valid, or false otherwise
+     */
+    #validateGeneralTripFrom() {
+        const field = document.getElementById(this.#prefix + "-travel-from");
+        const error = document.getElementById(this.#prefix + "-travel-from-error");
+        field.value = field.value.trim();
+        if (field.value === "") {
+            field.classList.add("is-invalid");
+            error.innerText = A_("Please fill in the origin.");
+            return false;
+        }
+        field.classList.remove("is-invalid");
+        error.innerText = "";
+        return true;
+    }
+
+    /**
+     * Validates the destination of a general trip.
+     *
+     * @return {boolean} true if valid, or false otherwise
+     */
+    #validateGeneralTripTo() {
+        const field = document.getElementById(this.#prefix + "-travel-to");
+        const error = document.getElementById(this.#prefix + "-travel-to-error");
+        field.value = field.value.trim();
+        if (field.value === "") {
+            field.classList.add("is-invalid");
+            error.innerText = A_("Please fill in the destination.");
+            return false;
+        }
+        field.classList.remove("is-invalid");
+        error.innerText = "";
+        return true;
+    }
+
+    /**
+     * Validates a bus trip.
+     *
+     * @return {boolean} true if valid, or false otherwise
+     */
+    #validateBusTrip() {
+        let isValid = true;
+        isValid = this.#validateBusTripTag() && isValid;
+        isValid = this.#validateBusTripRoute() && isValid;
+        isValid = this.#validateBusTripFrom() && isValid;
+        isValid = this.#validateBusTripTo() && isValid;
+        return isValid;
+    }
+
+    /**
+     * Validates the tag of a bus trip.
+     *
+     * @return {boolean} true if valid, or false otherwise
+     */
+    #validateBusTripTag() {
+        const field = document.getElementById(this.#prefix + "-bus-tag");
+        const error = document.getElementById(this.#prefix + "-bus-tag-error");
+        field.value = field.value.trim();
+        if (field.value === "") {
+            field.classList.add("is-invalid");
+            error.innerText = A_("Please fill in the tag.");
+            return false;
+        }
+        field.classList.remove("is-invalid");
+        error.innerText = "";
+        return true;
+    }
+
+    /**
+     * Validates the route of a bus trip.
+     *
+     * @return {boolean} true if valid, or false otherwise
+     */
+    #validateBusTripRoute() {
+        const field = document.getElementById(this.#prefix + "-bus-route");
+        const error = document.getElementById(this.#prefix + "-bus-route-error");
+        field.value = field.value.trim();
+        if (field.value === "") {
+            field.classList.add("is-invalid");
+            error.innerText = A_("Please fill in the route.");
+            return false;
+        }
+        field.classList.remove("is-invalid");
+        error.innerText = "";
+        return true;
+    }
+
+    /**
+     * Validates the origin of a bus trip.
+     *
+     * @return {boolean} true if valid, or false otherwise
+     */
+    #validateBusTripFrom() {
+        const field = document.getElementById(this.#prefix + "-bus-from");
+        const error = document.getElementById(this.#prefix + "-bus-from-error");
+        field.value = field.value.trim();
+        if (field.value === "") {
+            field.classList.add("is-invalid");
+            error.innerText = A_("Please fill in the origin.");
+            return false;
+        }
+        field.classList.remove("is-invalid");
+        error.innerText = "";
+        return true;
+    }
+
+    /**
+     * Validates the destination of a bus trip.
+     *
+     * @return {boolean} true if valid, or false otherwise
+     */
+    #validateBusTripTo() {
+        const field = document.getElementById(this.#prefix + "-bus-to");
+        const error = document.getElementById(this.#prefix + "-bus-to-error");
+        field.value = field.value.trim();
+        if (field.value === "") {
+            field.classList.add("is-invalid");
+            error.innerText = A_("Please fill in the destination.");
+            return false;
+        }
+        field.classList.remove("is-invalid");
+        error.innerText = "";
+        return true;
+    }
+
+    /**
+     * Submits the summary.
+     *
+     */
+    #submit() {
+        const form = document.getElementById(this.#prefix);
+        const summary = document.getElementById(this.#prefix + "-summary");
+        const formSummaryControl = document.getElementById("accounting-entry-form-summary-control");
+        const formSummary = document.getElementById("accounting-entry-form-summary");
+        const formAccountControl = document.getElementById("accounting-entry-form-account-control");
+        const formAccount = document.getElementById("accounting-entry-form-account");
+        const helperModal = document.getElementById(this.#prefix + "-modal");
+        const entryModal = document.getElementById("accounting-entry-form-modal");
+        if (summary.value === "") {
+            formSummaryControl.classList.remove("accounting-not-empty");
+        } else {
+            formSummaryControl.classList.add("accounting-not-empty");
+        }
+        if (form.dataset.selectedAccountCode !== "") {
+            formAccountControl.classList.add("accounting-not-empty");
+            formAccount.dataset.code = form.dataset.selectedAccountCode;
+            formAccount.dataset.text = form.dataset.selectedAccountText;
+            formAccount.innerText = form.dataset.selectedAccountText;
+        }
+        formSummary.dataset.value = summary.value;
+        formSummary.innerText = summary.value;
+        bootstrap.Modal.getInstance(helperModal).hide();
+        bootstrap.Modal.getOrCreateInstance(entryModal).show();
+    }
+
+    /**
+     * Initializes the summary helper when it is shown.
+     *
+     * @param isNew {boolean} true for adding a new journal entry, or false otherwise
+     */
+    initShow(isNew) {
+        const formSummary = document.getElementById("accounting-entry-form-summary");
+        const summary = document.getElementById(this.#prefix + "-summary");
+        const closeButtons = Array.from(document.getElementsByClassName(this.#prefix + "-close"));
+        for (const closeButton of closeButtons) {
+            if (isNew) {
+                closeButton.dataset.bsTarget = "#" + this.#prefix + "-modal";
+            } else {
+                closeButton.dataset.bsTarget = "#accounting-entry-form-modal";
+            }
+        }
+        this.#reset();
+        if (!isNew) {
+            summary.value = formSummary.dataset.value;
+            this.#parseAndPopulate();
+        }
+    }
+
+    /**
+     * Resets the summary helper.
+     *
+     */
+    #reset() {
+        const inputs = Array.from(document.getElementsByClassName(this.#prefix + "-input"));
+        const tagButtons = Array.from(document.getElementsByClassName(this.#prefix + "-btn-tag"));
+        const directionButtons = Array.from(document.getElementsByClassName(this.#prefix + "-travel-direction"));
+        for (const input of inputs) {
+            input.value = "";
+            input.classList.remove("is-invalid");
+        }
+        for (const tagButton of tagButtons) {
+            tagButton.classList.remove("btn-primary");
+            tagButton.classList.add("btn-outline-primary");
+        }
+        for (const directionButton of directionButtons) {
+            if (directionButton.classList.contains("accounting-default")) {
+                directionButton.classList.remove("btn-outline-primary");
+                directionButton.classList.add("btn-primary");
+            } else {
+                directionButton.classList.add("btn-outline-primary");
+                directionButton.classList.remove("btn-primary");
+            }
+        }
+        this.#filterSuggestedAccounts(null);
+        this.#switchToTab(this.#defaultTabId);
+    }
+
+    /**
+     * Parses the summary input and populates the summary helper.
+     *
+     */
+    #parseAndPopulate() {
+        const summary = document.getElementById(this.#prefix + "-summary");
+        const pos = summary.value.indexOf("—");
+        if (pos === -1) {
+            return;
+        }
+        let found;
+        found = summary.value.match(/^([^—]+)—([^—]+)—([^—→]+)→(.+?)(?:×(\d+))?$/);
+        if (found !== null) {
+            return this.#populateBusTrip(found[1], found[2], found[3], found[4], found[5]);
+        }
+        found = summary.value.match(/^([^—]+)—([^—→↔]+)([→↔])(.+?)(?:×(\d+))?$/);
+        if (found !== null) {
+            return this.#populateGeneralTrip(found[1], found[2], found[3], found[4], found[5]);
+        }
+        found = summary.value.match(/^([^—]+)—.+?(?:×(\d+)?)?$/);
+        if (found !== null) {
+            return this.#populateGeneralTag(found[1], found[2]);
+        }
+    }
+
+    /**
+     * Populates a bus trip.
+     *
+     * @param tagName {string} the tag name
+     * @param routeName {string} the route name or route number
+     * @param fromName {string} the name of the origin
+     * @param toName {string} the name of the destination
+     * @param numberStr {string|undefined} the number of items, if any
+     */
+    #populateBusTrip(tagName, routeName, fromName, toName, numberStr) {
+        const tag = document.getElementById(this.#prefix + "-bus-tag");
+        const route = document.getElementById(this.#prefix + "-bus-route");
+        const from = document.getElementById(this.#prefix + "-bus-from");
+        const to = document.getElementById(this.#prefix + "-bus-to");
+        const number = document.getElementById(this.#prefix + "-number");
+        const tagButtons = Array.from(document.getElementsByClassName(this.#prefix + "-bus-btn-tag"));
+        tag.value = tagName;
+        route.value = routeName;
+        from.value = fromName;
+        to.value = toName;
+        if (numberStr !== undefined) {
+            number.value = parseInt(numberStr);
+        }
+        for (const tagButton of tagButtons) {
+            if (tagButton.dataset.value === tagName) {
+                tagButton.classList.remove("btn-outline-primary");
+                tagButton.classList.add("btn-primary");
+                this.#filterSuggestedAccounts(tagButton);
+            }
+        }
+        this.#switchToTab("bus");
+    }
+
+    /**
+     * Populates a general trip.
+     *
+     * @param tagName {string} the tag name
+     * @param fromName {string} the name of the origin
+     * @param direction {string} the direction arrow, either "→" or "↔"
+     * @param toName {string} the name of the destination
+     * @param numberStr {string|undefined} the number of items, if any
+     */
+    #populateGeneralTrip(tagName, fromName, direction, toName, numberStr) {
+        const tag = document.getElementById(this.#prefix + "-travel-tag");
+        const from = document.getElementById(this.#prefix + "-travel-from");
+        const to = document.getElementById(this.#prefix + "-travel-to");
+        const number = document.getElementById(this.#prefix + "-number");
+        const tagButtons = Array.from(document.getElementsByClassName(this.#prefix + "-travel-btn-tag"));
+        const directionButtons = Array.from(document.getElementsByClassName(this.#prefix + "-travel-direction"));
+        tag.value = tagName;
+        from.value = fromName;
+        for (const directionButton of directionButtons) {
+            if (directionButton.dataset.arrow === direction) {
+                directionButton.classList.remove("btn-outline-primary");
+                directionButton.classList.add("btn-primary");
+            } else {
+                directionButton.classList.add("btn-outline-primary");
+                directionButton.classList.remove("btn-primary");
+            }
+        }
+        to.value = toName;
+        if (numberStr !== undefined) {
+            number.value = parseInt(numberStr);
+        }
+        for (const tagButton of tagButtons) {
+            if (tagButton.dataset.value === tagName) {
+                tagButton.classList.remove("btn-outline-primary");
+                tagButton.classList.add("btn-primary");
+                this.#filterSuggestedAccounts(tagButton);
+            }
+        }
+        this.#switchToTab("travel");
+    }
+
+    /**
+     * Populates a general tag.
+     *
+     * @param tagName {string} the tag name
+     * @param numberStr {string|undefined} the number of items, if any
+     */
+    #populateGeneralTag(tagName, numberStr) {
+        const tag = document.getElementById(this.#prefix + "-general-tag");
+        const number = document.getElementById(this.#prefix + "-number");
+        const tagButtons = Array.from(document.getElementsByClassName(this.#prefix + "-general-btn-tag"));
+        tag.value = tagName;
+        if (numberStr !== undefined) {
+            number.value = parseInt(numberStr);
+        }
+        for (const tagButton of tagButtons) {
+            if (tagButton.dataset.value === tagName) {
+                tagButton.classList.remove("btn-outline-primary");
+                tagButton.classList.add("btn-primary");
+                this.#filterSuggestedAccounts(tagButton);
+            }
+        }
+        this.#switchToTab("general");
+    }
+
+    /**
+     * The summary helpers.
+     * @type {{debit: SummaryHelper, credit: SummaryHelper}}
+     */
+    static #helpers = {}
+
+    /**
+     * Initializes the summary helpers.
+     *
+     */
+    static initialize() {
+        const forms = Array.from(document.getElementsByClassName("accounting-summary-helper"));
+        for (const form of forms) {
+            const helper = new SummaryHelper(form);
+            this.#helpers[helper.#entryType] = helper;
+        }
+        this.#initializeTransactionForm();
+    }
+
+    /**
+     * Initializes the transaction form.
+     *
+     */
+    static #initializeTransactionForm() {
+        const entryForm = document.getElementById("accounting-entry-form");
+        const formSummaryControl = document.getElementById("accounting-entry-form-summary-control");
+        const helpers = this.#helpers;
+        formSummaryControl.onclick = function () {
+            helpers[entryForm.dataset.entryType].initShow(false);
+        };
+    }
+
+    /**
+     * Initializes the summary helper for a new journal entry.
+     *
+     * @param entryType {string} the entry type, either "debit" or "credit"
+     */
+    static initializeNewJournalEntry(entryType) {
+        this.#helpers[entryType].initShow(true);
+    }
+}

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

@@ -25,7 +25,6 @@
 document.addEventListener("DOMContentLoaded", function () {
     initializeCurrencyForms();
     initializeJournalEntries();
-    initializeAccountSelectors();
     initializeFormValidation();
 });
 
@@ -79,12 +78,12 @@ function initializeCurrencyForms() {
     btnNew.onclick = function () {
         const currencies = Array.from(document.getElementsByClassName("accounting-currency"));
         let maxIndex = 0;
-        currencies.forEach(function (currency) {
+        for (const currency of currencies) {
             const index = parseInt(currency.dataset.index);
             if (maxIndex < index) {
                 maxIndex = index;
             }
-        });
+        }
         const newIndex = String(maxIndex + 1);
         const html = form.dataset.currencyTemplate
             .replaceAll("CURRENCY_INDEX", escapeHtml(newIndex));
@@ -122,9 +121,9 @@ function initializeBtnDeleteCurrency(button) {
 function resetDeleteCurrencyButtons() {
     const buttons = Array.from(document.getElementsByClassName("accounting-btn-delete-currency"));
     if (buttons.length > 1) {
-        buttons.forEach(function (button) {
+        for (const button of buttons) {
             button.classList.remove("d-none");
-        });
+        }
     } else {
         buttons[0].classList.add("d-none");
     }
@@ -157,6 +156,7 @@ function initializeNewEntryButton(button) {
     const formAccountControl = document.getElementById("accounting-entry-form-account-control");
     const formAccount = document.getElementById("accounting-entry-form-account");
     const formAccountError = document.getElementById("accounting-entry-form-account-error")
+    const formSummaryControl = document.getElementById("accounting-entry-form-summary-control");
     const formSummary = document.getElementById("accounting-entry-form-summary");
     const formSummaryError = document.getElementById("accounting-entry-form-summary-error");
     const formAmount = document.getElementById("accounting-entry-form-amount");
@@ -165,19 +165,23 @@ function initializeNewEntryButton(button) {
         entryForm.dataset.currencyIndex = button.dataset.currencyIndex;
         entryForm.dataset.entryType = button.dataset.entryType;
         entryForm.dataset.entryIndex = button.dataset.entryIndex;
-        formAccountControl.classList.remove("accounting-not-empty")
+        formAccountControl.classList.remove("accounting-not-empty");
         formAccountControl.classList.remove("is-invalid");
-        formAccountControl.dataset.bsTarget = button.dataset.accountModal;
         formAccount.innerText = "";
         formAccount.dataset.code = "";
         formAccount.dataset.text = "";
         formAccountError.innerText = "";
-        formSummary.value = "";
+        formSummaryControl.dataset.bsTarget = "#accounting-summary-helper-" + button.dataset.entryType + "-modal";
-        formSummary.classList.remove("is-invalid");
+        formSummaryControl.classList.remove("accounting-not-empty");
+        formSummaryControl.classList.remove("is-invalid");
+        formSummary.dataset.value = "";
+        formSummary.innerText = ""
         formSummaryError.innerText = ""
         formAmount.value = "";
         formAmount.classList.remove("is-invalid");
         formAmountError.innerText = "";
+        AccountSelector.initializeJournalEntryForm();
+        SummaryHelper.initializeNewJournalEntry(button.dataset.entryType);
     };
 }
 
@@ -209,6 +213,7 @@ function initializeJournalEntry(entry) {
     const control = document.getElementById(entry.dataset.prefix + "-control");
     const formAccountControl = document.getElementById("accounting-entry-form-account-control");
     const formAccount = document.getElementById("accounting-entry-form-account");
+    const formSummaryControl = document.getElementById("accounting-entry-form-summary-control");
     const formSummary = document.getElementById("accounting-entry-form-summary");
     const formAmount = document.getElementById("accounting-entry-form-amount");
     control.onclick = function () {
@@ -220,12 +225,19 @@ function initializeJournalEntry(entry) {
         } else {
             formAccountControl.classList.add("accounting-not-empty");
         }
-        formAccountControl.dataset.bsTarget = entry.dataset.accountModal;
         formAccount.innerText = accountCode.dataset.text;
         formAccount.dataset.code = accountCode.value;
         formAccount.dataset.text = accountCode.dataset.text;
-        formSummary.value = summary.value;
+        formSummaryControl.dataset.bsTarget = "#accounting-summary-helper-" + entry.dataset.entryType + "-modal";
+        if (summary.value === "") {
+            formSummaryControl.classList.remove("accounting-not-empty");
+        } else {
+            formSummaryControl.classList.add("accounting-not-empty");
+        }
+        formSummary.dataset.value = summary.value;
+        formSummary.innerText = summary.value;
         formAmount.value = amount.value;
+        AccountSelector.initializeJournalEntryForm();
         validateJournalEntryForm();
     };
 }
@@ -237,38 +249,8 @@ function initializeJournalEntry(entry) {
  */
 function initializeJournalEntryFormModal() {
     const entryForm = document.getElementById("accounting-entry-form");
-    const formAccountControl = document.getElementById("accounting-entry-form-account-control");
-    const formAccount = document.getElementById("accounting-entry-form-account");
-    const formSummary = document.getElementById("accounting-entry-form-summary");
     const formAmount = document.getElementById("accounting-entry-form-amount");
     const modal = document.getElementById("accounting-entry-form-modal");
-    formAccountControl.onclick = function () {
-        const prefix = "accounting-" + entryForm.dataset.entryType + "-account";
-        const query = document.getElementById(prefix + "-selector-query")
-        const more = document.getElementById(prefix + "-more");
-        const options = Array.from(document.getElementsByClassName(prefix + "-option"));
-        const btnClear = document.getElementById(prefix + "-btn-clear");
-        query.value = "";
-        more.classList.remove("d-none");
-        filterAccountOptions(prefix);
-        options.forEach(function (option) {
-            if (option.dataset.code === formAccount.dataset.code) {
-                option.classList.add("active");
-            } else {
-                option.classList.remove("active");
-            }
-        });
-        if (formAccount.dataset.code === "") {
-            btnClear.classList.add("btn-secondary");
-            btnClear.classList.remove("btn-danger");
-            btnClear.disabled = true;
-        } else {
-            btnClear.classList.add("btn-danger");
-            btnClear.classList.remove("btn-secondary");
-            btnClear.disabled = false;
-        }
-    };
-    formSummary.onchange = validateJournalEntrySummary;
     formAmount.onchange = validateJournalEntryAmount;
     entryForm.onsubmit = function () {
         if (validateJournalEntryForm()) {
@@ -297,7 +279,6 @@ function validateJournalEntryForm() {
  * Validates the account in the journal entry form modal.
  *
  * @return {boolean} true if valid, or false otherwise
- * @private
  */
 function validateJournalEntryAccount() {
     const field = document.getElementById("accounting-entry-form-account");
@@ -320,10 +301,9 @@ function validateJournalEntryAccount() {
  * @private
  */
 function validateJournalEntrySummary() {
-    const field = document.getElementById("accounting-entry-form-summary");
+    const control = document.getElementById("accounting-entry-form-summary-control");
     const error = document.getElementById("accounting-entry-form-summary-error");
-    field.value = field.value.trim();
+    control.classList.remove("is-invalid");
-    field.classList.remove("is-invalid");
     error.innerText = "";
     return true;
 }
@@ -366,12 +346,12 @@ function saveJournalEntryForm() {
         const entries = Array.from(document.getElementsByClassName("accounting-currency-" + currencyIndex + "-" + entryType));
         const entryList = document.getElementById("accounting-currency-" + currencyIndex + "-" + entryType + "-list")
         let maxIndex = 0;
-        entries.forEach(function (entry) {
+        for (const entry of entries) {
             const index = parseInt(entry.dataset.entryIndex);
             if (maxIndex < index) {
                 maxIndex = index;
             }
-        });
+        }
         entryIndex = String(maxIndex + 1);
         const html = form.dataset.entryTemplate
             .replaceAll("CURRENCY_INDEX", escapeHtml(currencyIndex))
@@ -393,8 +373,8 @@ function saveJournalEntryForm() {
     accountCode.value = formAccount.dataset.code;
     accountCode.dataset.text = formAccount.dataset.text;
     accountText.innerText = formAccount.dataset.text;
-    summary.value = formSummary.value;
+    summary.value = formSummary.dataset.value;
-    summaryText.innerText = formSummary.value;
+    summaryText.innerText = formSummary.dataset.value;
     amount.value = formAmount.value;
     amountText.innerText = formatDecimal(new Decimal(formAmount.value));
     if (entryForm.dataset.entryIndex === "new") {
@@ -436,9 +416,9 @@ function initializeDeleteJournalEntryButton(button) {
 function resetDeleteJournalEntryButtons(sameClass) {
     const buttons = Array.from(document.getElementsByClassName(sameClass));
     if (buttons.length > 1) {
-        buttons.forEach(function (button) {
+        for (const button of buttons) {
             button.classList.remove("d-none");
-        });
+        }
     } else {
         buttons[0].classList.add("d-none");
     }
@@ -456,147 +436,14 @@ function updateBalance(currencyIndex, entryType) {
     const amounts = Array.from(document.getElementsByClassName(prefix + "-amount"));
     const totalText = document.getElementById(prefix + "-total");
     let total = new Decimal("0");
-    amounts.forEach(function (amount) {
+    for (const amount of amounts) {
         if (amount.value !== "") {
             total = total.plus(new Decimal(amount.value));
         }
-    });
+    }
     totalText.innerText = formatDecimal(total);
 }
 
-/**
- * Initializes the account selectors.
- *
- * @private
- */
-function initializeAccountSelectors() {
-    const selectors = Array.from(document.getElementsByClassName("accounting-selector-modal"));
-    const formAccountControl = document.getElementById("accounting-entry-form-account-control");
-    const formAccount = document.getElementById("accounting-entry-form-account");
-    selectors.forEach(function (selector) {
-        const more = document.getElementById(selector.dataset.prefix + "-more");
-        const btnClear = document.getElementById(selector.dataset.prefix + "-btn-clear");
-        const options = Array.from(document.getElementsByClassName(selector.dataset.prefix + "-option"));
-        more.onclick = function () {
-            more.classList.add("d-none");
-            filterAccountOptions(selector.dataset.prefix);
-        };
-        initializeAccountQuery(selector);
-        btnClear.onclick = function () {
-            formAccountControl.classList.remove("accounting-not-empty");
-            formAccount.innerText = "";
-            formAccount.dataset.code = "";
-            formAccount.dataset.text = "";
-            validateJournalEntryAccount();
-        };
-        options.forEach(function (option) {
-            option.onclick = function () {
-                formAccountControl.classList.add("accounting-not-empty");
-                formAccount.innerText = option.dataset.content;
-                formAccount.dataset.code = option.dataset.code;
-                formAccount.dataset.text = option.dataset.content;
-                validateJournalEntryAccount();
-            };
-        });
-    });
-}
-
-/**
- * Initializes the query on the account options.
- *
- * @param selector {HTMLDivElement} the selector modal
- * @private
- */
-function initializeAccountQuery(selector) {
-    const query = document.getElementById(selector.dataset.prefix + "-selector-query");
-    query.addEventListener("input", function () {
-        filterAccountOptions(selector.dataset.prefix);
-    });
-}
-
-/**
- * Filters the account options.
- *
- * @param prefix {string} the HTML ID and class prefix
- * @private
- */
-function filterAccountOptions(prefix) {
-    const query = document.getElementById(prefix + "-selector-query");
-    const optionList = document.getElementById(prefix + "-option-list");
-    if (optionList === null) {
-        console.log(prefix + "-option-list");
-    }
-    const options = Array.from(document.getElementsByClassName(prefix + "-option"));
-    const more = document.getElementById(prefix + "-more");
-    const queryNoResult = document.getElementById(prefix + "-option-no-result");
-    const codesInUse = getAccountCodeUsedInForm();
-    let shouldAnyShow = false;
-    options.forEach(function (option) {
-        const shouldShow = shouldAccountOptionShow(option, more, codesInUse, query);
-        if (shouldShow) {
-            option.classList.remove("d-none");
-            shouldAnyShow = true;
-        } else {
-            option.classList.add("d-none");
-        }
-    });
-    if (!shouldAnyShow && more.classList.contains("d-none")) {
-        optionList.classList.add("d-none");
-        queryNoResult.classList.remove("d-none");
-    } else {
-        optionList.classList.remove("d-none");
-        queryNoResult.classList.add("d-none");
-    }
-}
-
-/**
- * Returns whether an account option should show.
- *
- * @param option {HTMLLIElement} the account option
- * @param more {HTMLLIElement} the more account element
- * @param inUse {string[]} the account codes that are used in the form
- * @param query {HTMLInputElement} the query element, if any
- * @return {boolean} true if the account option should show, or false otherwise
- * @private
- */
-function shouldAccountOptionShow(option, more, inUse, query) {
-    const isQueryMatched = function () {
-        if (query.value === "") {
-            return true;
-        }
-        const queryValues = JSON.parse(option.dataset.queryValues);
-        for (const queryValue of queryValues) {
-            if (queryValue.includes(query.value)) {
-                return true;
-            }
-        }
-        return false;
-    };
-    const isMoreMatched = function () {
-        if (more.classList.contains("d-none")) {
-            return true;
-        }
-        return option.classList.contains("accounting-account-in-use") || inUse.includes(option.dataset.code);
-    };
-    return isMoreMatched() && isQueryMatched();
-}
-
-/**
- * Returns the account codes that are used in the form.
- *
- * @return {string[]} the account codes that are used in the form
- * @private
- */
-function getAccountCodeUsedInForm() {
-    const accountCodes = Array.from(document.getElementsByClassName("accounting-account-code"));
-    const formAccount = document.getElementById("accounting-entry-form-account");
-    const inUse = [formAccount.dataset.code];
-    accountCodes.forEach(function (accountCode) {
-        inUse.push(accountCode.value);
-    });
-    return inUse
-}
-
 /**
  * Initializes the form validation.
  *
@@ -655,9 +502,9 @@ function validateCurrencies() {
     const currencies = Array.from(document.getElementsByClassName("accounting-currency"));
     let isValid = true;
     isValid = validateCurrenciesReal() && isValid;
-    currencies.forEach(function (currency) {
+    for (const currency of currencies) {
         isValid = validateCurrency(currency) && isValid;
-    });
+    }
     return isValid;
 }
 
@@ -718,9 +565,9 @@ function validateJournalEntries(currency, entryType) {
     const entries = Array.from(document.getElementsByClassName("accounting-currency-" + currencyIndex + "-" + entryType));
     let isValid = true;
     isValid = validateJournalEntriesReal(currencyIndex, entryType) && isValid;
-    entries.forEach(function (entry) {
+    for (const entry of entries) {
         isValid = validateJournalEntry(entry) && isValid;
-    })
+    }
     return isValid;
 }
 
@@ -791,17 +638,17 @@ function validateBalance(currency) {
     const creditAmounts = Array.from(document.getElementsByClassName(prefix + "-credit-amount"));
     if (debit !== null && credit !== null) {
         let debitTotal = new Decimal("0");
-        debitAmounts.forEach(function (amount) {
+        for (const amount of debitAmounts) {
             if (amount.value !== "") {
                 debitTotal = debitTotal.plus(new Decimal(amount.value));
             }
-        });
+        }
         let creditTotal = new Decimal("0");
-        creditAmounts.forEach(function (amount) {
+        for (const amount of creditAmounts) {
             if (amount.value !== "") {
                 creditTotal = creditTotal.plus(new Decimal(amount.value));
             }
-        });
+        }
         if (!debitTotal.equals(creditTotal)) {
             control.classList.add("is-invalid");
             error.innerText = A_("The totals of the debit and credit amounts do not match.");

src/accounting/templates/accounting/transaction/expense/include/form-currency-item.html

@@ -70,7 +70,7 @@ First written: 2023/2/25
         </div>
 
         <div>
-          <button class="btn btn-primary accounting-btn-new-entry accounting-currency-{{ currency_index }}-btn-new-entry" type="button" data-currency-index="{{ currency_index }}" data-entry-type="debit" data-entry-index="new" data-account-modal="#accounting-debit-account-selector-modal" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">
+          <button class="btn btn-primary accounting-btn-new-entry accounting-currency-{{ currency_index }}-btn-new-entry" type="button" data-currency-index="{{ currency_index }}" data-entry-type="debit" data-entry-index="new" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">
             <i class="fas fa-plus"></i>
             {{ A_("New") }}
           </button>

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

@@ -45,6 +45,12 @@ First written: 2023/2/25
   {% endif %}
 {% endblock %}
 
-{% block account_selector_modals %}
+{% block form_modals %}
-  {% include "accounting/transaction/include/debit-account-modal.html" %}
+  {% with summary_helper = form.summary_helper.debit %}
+    {% include "accounting/transaction/include/summary-helper-modal.html" %}
+  {% endwith %}
+  {% with entry_type = "debit",
+          account_options = form.debit_account_options %}
+    {% include "accounting/transaction/include/account-selector-modal.html" %}
+  {% endwith %}
 {% endblock %}

src/accounting/templates/accounting/transaction/include/account-selector-modal.html

@@ -0,0 +1,54 @@
+{#
+The Mia! Accounting Flask Project
+account-selector-modal.html: The modal for the account selector
+
+ 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: 2023/2/25
+#}
+<div id="accounting-account-selector-{{ entry_type }}-modal" class="modal fade accounting-account-selector-modal" data-entry-type="{{ entry_type }}" tabindex="-1" aria-labelledby="accounting-account-selector-{{ entry_type }}-modal-label" aria-hidden="true">
+  <div class="modal-dialog">
+    <div class="modal-content">
+      <div class="modal-header">
+        <h1 class="modal-title fs-5" id="accounting-account-selector-{{ entry_type }}-modal-label">{{ A_("Select Account") }}</h1>
+        <button type="button" class="btn-close" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal" aria-label="{{ A_("Close") }}"></button>
+      </div>
+      <div class="modal-body">
+        <div class="input-group mb-2">
+          <input id="accounting-account-selector-{{ entry_type }}-query" class="form-control form-control-sm" type="search" placeholder=" " required="required">
+          <label class="input-group-text" for="accounting-account-selector-{{ entry_type }}-query">
+            <i class="fa-solid fa-magnifying-glass"></i>
+            {{ A_("Search") }}
+          </label>
+        </div>
+
+        <ul id="accounting-account-selector-{{ entry_type }}-option-list" class="list-group accounting-selector-list">
+          {% for account in account_options %}
+          <li id="accounting-account-selector-{{ entry_type }}-option-{{ account.code }}" class="list-group-item accounting-clickable accounting-account-selector-{{ entry_type }}-option {% if account.is_in_use %} accounting-account-in-use {% endif %}" data-code="{{ account.code }}" data-content="{{ account }}" data-query-values="{{ account.query_values|tojson|forceescape }}" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">
+            {{ account }}
+          </li>
+          {% endfor %}
+          <li id="accounting-account-selector-{{ entry_type }}-more" class="list-group-item accounting-clickable">{{ A_("More…") }}</li>
+        </ul>
+        <p id="accounting-account-selector-{{ entry_type }}-option-no-result" class="d-none">{{ A_("There is no data.") }}</p>
+      </div>
+      <div class="modal-footer">
+        <button type="button" class="btn btn-secondary" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">{{ A_("Cancel") }}</button>
+        <button id="accounting-account-selector-{{ entry_type }}-btn-clear" type="button" class="btn btn-danger" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">{{ A_("Clear") }}</button>
+      </div>
+    </div>
+  </div>
+</div>

src/accounting/templates/accounting/transaction/include/credit-account-modal.html

@@ -1,54 +0,0 @@
-{#
-The Mia! Accounting Flask Project
-credit-modals.html: The modals for the credit journal entry sub-form
-
- 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: 2023/2/25
-#}
-<div id="accounting-credit-account-selector-modal" class="modal fade accounting-selector-modal" data-prefix="accounting-credit-account" tabindex="-1" aria-labelledby="accounting-credit-account-selector-modal-label" aria-hidden="true">
-  <div class="modal-dialog">
-    <div class="modal-content">
-      <div class="modal-header">
-        <h1 class="modal-title fs-5" id="accounting-credit-account-selector-modal-label">{{ A_("Select Credit Account") }}</h1>
-        <button type="button" class="btn-close" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal" aria-label="{{ A_("Close") }}"></button>
-      </div>
-      <div class="modal-body">
-        <div class="input-group mb-2">
-          <input id="accounting-credit-account-selector-query" class="form-control form-control-sm" type="search" placeholder=" " required="required">
-          <label class="input-group-text" for="accounting-credit-account-selector-query">
-            <i class="fa-solid fa-magnifying-glass"></i>
-            {{ A_("Search") }}
-          </label>
-        </div>
-
-        <ul id="accounting-credit-account-option-list" class="list-group accounting-selector-list">
-          {% for account in form.credit_account_options %}
-          <li id="accounting-credit-account-option-{{ account.code }}" class="list-group-item accounting-clickable accounting-credit-account-option {% if account.is_in_use %} accounting-account-in-use {% endif %}" data-code="{{ account.code }}" data-content="{{ account }}" data-query-values="{{ account.query_values|tojson|forceescape }}" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">
-            {{ account }}
-          </li>
-          {% endfor %}
-          <li id="accounting-credit-account-more" class="list-group-item accounting-clickable">{{ A_("More…") }}</li>
-        </ul>
-        <p id="accounting-credit-account-option-no-result" class="d-none">{{ A_("There is no data.") }}</p>
-      </div>
-      <div class="modal-footer">
-        <button type="button" class="btn btn-secondary" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">{{ A_("Cancel") }}</button>
-        <button id="accounting-credit-account-btn-clear" type="button" class="btn btn-danger" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">{{ A_("Clear") }}</button>
-      </div>
-    </div>
-  </div>
-</div>

src/accounting/templates/accounting/transaction/include/debit-account-modal.html

@@ -1,54 +0,0 @@
-{#
-The Mia! Accounting Flask Project
-credit-modals.html: The modals for the debit journal entry sub-form
-
- 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: 2023/2/25
-#}
-<div id="accounting-debit-account-selector-modal" class="modal fade accounting-selector-modal" data-prefix="accounting-debit-account" tabindex="-1" aria-labelledby="accounting-debit-account-selector-modal-label" aria-hidden="true">
-  <div class="modal-dialog">
-    <div class="modal-content">
-      <div class="modal-header">
-        <h1 class="modal-title fs-5" id="accounting-debit-account-selector-modal-label">{{ A_("Select Debit Account") }}</h1>
-        <button type="button" class="btn-close" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal" aria-label="{{ A_("Close") }}"></button>
-      </div>
-      <div class="modal-body">
-        <div class="input-group mb-2">
-          <input id="accounting-debit-account-selector-query" class="form-control form-control-sm" type="search" placeholder=" " required="required">
-          <label class="input-group-text" for="accounting-debit-account-selector-query">
-            <i class="fa-solid fa-magnifying-glass"></i>
-            {{ A_("Search") }}
-          </label>
-        </div>
-
-        <ul id="accounting-debit-account-option-list" class="list-group accounting-selector-list">
-          {% for account in form.debit_account_options %}
-          <li id="accounting-debit-account-option-{{ account.code }}" class="list-group-item accounting-clickable accounting-debit-account-option {% if account.is_in_use %} accounting-account-in-use {% endif %}" data-code="{{ account.code }}" data-content="{{ account }}" data-query-values="{{ account.query_values|tojson|forceescape }}" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">
-            {{ account }}
-          </li>
-          {% endfor %}
-          <li id="accounting-debit-account-more" class="list-group-item accounting-clickable">{{ A_("More…") }}</li>
-        </ul>
-        <p id="accounting-debit-account-option-no-result" class="d-none">{{ A_("There is no data.") }}</p>
-      </div>
-      <div class="modal-footer">
-        <button type="button" class="btn btn-secondary" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">{{ A_("Cancel") }}</button>
-        <button id="accounting-debit-account-btn-clear" type="button" class="btn btn-danger" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">{{ A_("Clear") }}</button>
-      </div>
-    </div>
-  </div>
-</div>

src/accounting/templates/accounting/transaction/include/entry-form-modal.html

@@ -36,9 +36,11 @@ First written: 2023/2/25
             <div id="accounting-entry-form-account-error" class="invalid-feedback"></div>
           </div>
 
-          <div class="form-floating mb-3">
+          <div class="mb-3">
-            <input id="accounting-entry-form-summary" class="form-control" type="text" value="" placeholder=" ">
+            <div id="accounting-entry-form-summary-control" class="form-control accounting-clickable accounting-material-text-field" data-bs-toggle="modal" data-bs-target="">
-            <label for="accounting-entry-form-summary">{{ A_("Summary") }}</label>
+              <label class="form-label" for="accounting-entry-form-summary">{{ A_("Summary") }}</label>
+              <div id="accounting-entry-form-summary" data-value=""></div>
+            </div>
             <div id="accounting-entry-form-summary-error" class="invalid-feedback"></div>
           </div>
 

src/accounting/templates/accounting/transaction/include/form-entry-item.html

@@ -20,12 +20,12 @@ Author: imacat@mail.imacat.idv.tw (imacat)
 First written: 2023/2/25
 #}
 {# <ul> For SonarQube not to complain about incorrect HTML #}
-<li id="accounting-currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}" class="list-group-item list-group-item-action d-flex justify-content-between accounting-entry accounting-currency-{{ currency_index }}-{{ entry_type }}" data-currency-index="{{ currency_index }}" data-entry-type="{{ entry_type }}" data-entry-index="{{ entry_index }}" data-account-modal="#accounting-{{ entry_type }}-account-selector-modal" data-prefix="accounting-currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}">
+<li id="accounting-currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}" class="list-group-item list-group-item-action d-flex justify-content-between accounting-entry accounting-currency-{{ currency_index }}-{{ entry_type }}" data-currency-index="{{ currency_index }}" data-entry-type="{{ entry_type }}" data-entry-index="{{ entry_index }}" data-prefix="accounting-currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}">
   {% if entry_id %}
     <input type="hidden" name="currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-eid" value="{{ entry_id }}">
   {% endif %}
   <input id="accounting-currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-no" type="hidden" name="currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-no" value="{{ entry_index }}">
-  <input id="accounting-currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-account-code" class="accounting-account-code" type="hidden" name="currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-account_code" value="{{ account_code_data }}" data-text="{{ account_text }}">
+  <input id="accounting-currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-account-code" class="accounting-{{ entry_type }}-account-code" type="hidden" name="currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-account_code" value="{{ account_code_data }}" data-text="{{ account_text }}">
   <input id="accounting-currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-summary" type="hidden" name="currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-summary" value="{{ summary_data }}">
   <input id="accounting-currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-amount" class="accounting-currency-{{ currency_index }}-{{ entry_type }}-amount" type="hidden" name="currency-{{ currency_index }}-{{ entry_type }}-{{ entry_index }}-amount" value="{{ amount_data }}">
   <div class="accounting-entry-content">

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

@@ -24,6 +24,8 @@ First written: 2023/2/26
 {% block accounting_scripts %}
   <script src="{{ url_for("accounting.static", filename="js/drag-and-drop-reorder.js") }}"></script>
   <script src="{{ url_for("accounting.static", filename="js/transaction-form.js") }}"></script>
+  <script src="{{ url_for("accounting.static", filename="js/account-selector.js") }}"></script>
+  <script src="{{ url_for("accounting.static", filename="js/summary-helper.js") }}"></script>
 {% endblock %}
 
 {% block content %}
@@ -85,6 +87,6 @@ First written: 2023/2/26
 </form>
 
 {% include "accounting/transaction/include/entry-form-modal.html" %}
-{% block account_selector_modals %}{% endblock %}
+{% block form_modals %}{% endblock %}
 
 {% endblock %}

src/accounting/templates/accounting/transaction/include/summary-helper-modal.html

@@ -0,0 +1,181 @@
+{#
+The Mia! Accounting Flask Project
+entry-form-modal.html: The modal of the summary helper
+
+ 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: 2023/2/28
+#}
+<form id="accounting-summary-helper-{{ summary_helper.type }}" class="accounting-summary-helper" data-entry-type="{{ summary_helper.type }}" data-default-tab-id="general" data-selected-account-code="" data-selected-account-text="">
+  <div id="accounting-summary-helper-{{ summary_helper.type }}-modal" class="modal fade" tabindex="-1" aria-labelledby="accounting-summary-helper-{{ summary_helper.type }}-modal-label" aria-hidden="true">
+    <div class="modal-dialog">
+      <div class="modal-content">
+        <div class="modal-header">
+          <h1 class="modal-title fs-5" id="accounting-summary-helper-{{ summary_helper.type }}-modal-label">
+            <label for="accounting-summary-helper-{{ summary_helper.type }}-summary">{{ A_("Summary") }}</label>
+          </h1>
+          <button class="btn-close accounting-summary-helper-{{ summary_helper.type }}-close" type="button" data-bs-toggle="modal" data-bs-target="" aria-label="{{ A_("Close") }}"></button>
+        </div>
+        <div class="modal-body">
+          <div class="mb-3">
+            <input id="accounting-summary-helper-{{ summary_helper.type }}-summary" class="form-control accounting-summary-helper-{{ summary_helper.type }}-input" type="text" aria-labelledby="accounting-summary-helper-{{ summary_helper.type }}-modal-label">
+          </div>
+          <ul class="nav nav-tabs mb-2">
+            <li class="nav-item">
+              <span id="accounting-summary-helper-{{ summary_helper.type }}-tab-general" class="nav-link active accounting-clickable accounting-summary-helper-{{ summary_helper.type }}-tab" aria-current="page" data-tab-id="general">
+                {{ A_("General") }}
+              </span>
+            </li>
+            <li class="nav-item">
+              <span id="accounting-summary-helper-{{ summary_helper.type }}-tab-travel" class="nav-link accounting-clickable accounting-summary-helper-{{ summary_helper.type }}-tab" aria-current="false" data-tab-id="travel">
+                {{ A_("Travel") }}
+              </span>
+            </li>
+            <li class="nav-item">
+              <span id="accounting-summary-helper-{{ summary_helper.type }}-tab-bus" class="nav-link accounting-clickable accounting-summary-helper-{{ summary_helper.type }}-tab" aria-current="false" data-tab-id="bus">
+                {{ A_("Bus") }}
+              </span>
+            </li>
+            <li class="nav-item">
+              <span id="accounting-summary-helper-{{ summary_helper.type }}-tab-regular" class="nav-link accounting-clickable accounting-summary-helper-{{ summary_helper.type }}-tab" aria-current="false" data-tab-id="regular">
+                {{ A_("Regular") }}
+              </span>
+            </li>
+            <li class="nav-item">
+              <span id="accounting-summary-helper-{{ summary_helper.type }}-tab-number" class="nav-link accounting-clickable accounting-summary-helper-{{ summary_helper.type }}-tab" aria-current="false" data-tab-id="number">
+                {{ A_("Number") }}
+              </span>
+            </li>
+          </ul>
+          {# A general summary with a tag #}
+          <div class="accounting-summary-helper-{{ summary_helper.type }}-page" aria-current="page" aria-labelledby="accounting-summary-helper-{{ summary_helper.type }}-tab-general" data-tab-id="general">
+            <div class="form-floating mb-2">
+              <input id="accounting-summary-helper-{{ summary_helper.type }}-general-tag" class="form-control accounting-summary-helper-{{ summary_helper.type }}-input" type="text" value="" placeholder=" ">
+              <label class="form-label" for="accounting-summary-helper-{{ summary_helper.type }}-general-tag">{{ A_("Tag") }}</label>
+              <div id="accounting-summary-helper-{{ summary_helper.type }}-general-tag-error" class="invalid-feedback"></div>
+            </div>
+
+            <div>
+              {% for tag in summary_helper.general.tags %}
+                <button class="btn btn-outline-primary accounting-summary-helper-{{ summary_helper.type }}-btn-tag accounting-summary-helper-{{ summary_helper.type }}-general-btn-tag" type="button" tabindex="-1" data-value="{{ tag.name }}" data-accounts="{{ tag.account_codes|tojson|forceescape }}">
+                  {{ tag }}
+                </button>
+              {% endfor %}
+            </div>
+          </div>
+
+          {# A general trip with the origin and distination #}
+          <div class="accounting-summary-helper-{{ summary_helper.type }}-page d-none" aria-current="false" aria-labelledby="accounting-summary-helper-{{ summary_helper.type }}-tab-travel" data-tab-id="travel">
+            <div class="form-floating mb-2">
+              <input id="accounting-summary-helper-{{ summary_helper.type }}-travel-tag" class="form-control accounting-summary-helper-{{ summary_helper.type }}-input" type="text" value="" placeholder=" ">
+              <label class="form-label" for="accounting-summary-helper-{{ summary_helper.type }}-travel-tag">{{ A_("Tag") }}</label>
+              <div id="accounting-summary-helper-{{ summary_helper.type }}-travel-tag-error" class="invalid-feedback"></div>
+            </div>
+
+            <div>
+              {% for tag in summary_helper.travel.tags %}
+                <button class="btn btn-outline-primary accounting-summary-helper-{{ summary_helper.type }}-btn-tag accounting-summary-helper-{{ summary_helper.type }}-travel-btn-tag" type="button" tabindex="-1" data-value="{{ tag.name }}" data-accounts="{{ tag.account_codes|tojson|forceescape }}">
+                  {{ tag }}
+                </button>
+              {% endfor %}
+            </div>
+
+            <div class="d-flex justify-content-between mt-2">
+              <div class="form-floating">
+                <input id="accounting-summary-helper-{{ summary_helper.type }}-travel-from" class="form-control accounting-summary-helper-{{ summary_helper.type }}-input" type="text" value="" placeholder=" ">
+                <label class="form-label" for="accounting-summary-helper-{{ summary_helper.type }}-travel-from">{{ A_("From") }}</label>
+                <div id="accounting-summary-helper-{{ summary_helper.type }}-travel-from-error" class="invalid-feedback"></div>
+              </div>
+              <div class="btn-group-vertical ms-1 me-1">
+                <button class="btn btn-primary accounting-summary-helper-{{ summary_helper.type }}-travel-direction accounting-default" type="button" tabindex="-1" data-arrow="&rarr;">&rarr;</button>
+                <button class="btn btn-outline-primary accounting-summary-helper-{{ summary_helper.type }}-travel-direction" type="button" tabindex="-1" data-arrow="&harr;">&harr;</button>
+              </div>
+              <div class="form-floating">
+                <input id="accounting-summary-helper-{{ summary_helper.type }}-travel-to" class="form-control accounting-summary-helper-{{ summary_helper.type }}-input" type="text" value="" placeholder=" ">
+                <label class="form-label" for="accounting-summary-helper-{{ summary_helper.type }}-travel-to">{{ A_("To") }}</label>
+                <div id="accounting-summary-helper-{{ summary_helper.type }}-travel-to-error" class="invalid-feedback"></div>
+              </div>
+            </div>
+          </div>
+
+          {# A bus trip with the route name or route number, the origin and distination #}
+          <div class="accounting-summary-helper-{{ summary_helper.type }}-page d-none" aria-current="false" aria-labelledby="accounting-summary-helper-{{ summary_helper.type }}-tab-bus" data-tab-id="bus">
+            <div class="d-flex justify-content-between mb-2">
+              <div class="form-floating me-2">
+                <input id="accounting-summary-helper-{{ summary_helper.type }}-bus-tag" class="form-control accounting-summary-helper-{{ summary_helper.type }}-input" type="text" value="" placeholder=" ">
+                <label class="form-label" for="accounting-summary-helper-{{ summary_helper.type }}-bus-tag">{{ A_("Tag") }}</label>
+                <div id="accounting-summary-helper-{{ summary_helper.type }}-bus-tag-error" class="invalid-feedback"></div>
+              </div>
+              <div class="form-floating">
+                <input id="accounting-summary-helper-{{ summary_helper.type }}-bus-route" class="form-control accounting-summary-helper-{{ summary_helper.type }}-input" type="text" value="" placeholder=" ">
+                <label class="form-label" for="accounting-summary-helper-{{ summary_helper.type }}-bus-route">{{ A_("Route") }}</label>
+                <div id="accounting-summary-helper-{{ summary_helper.type }}-bus-route-error" class="invalid-feedback"></div>
+              </div>
+            </div>
+
+            <div>
+              {% for tag in summary_helper.bus.tags %}
+                <button class="btn btn-outline-primary accounting-summary-helper-{{ summary_helper.type }}-btn-tag accounting-summary-helper-{{ summary_helper.type }}-bus-btn-tag" type="button" tabindex="-1" data-value="{{ tag.name }}" data-accounts="{{ tag.account_codes|tojson|forceescape }}">
+                  {{ tag }}
+                </button>
+              {% endfor %}
+            </div>
+
+            <div class="d-flex justify-content-between mt-2">
+              <div class="form-floating me-2">
+                <input id="accounting-summary-helper-{{ summary_helper.type }}-bus-from" class="form-control accounting-summary-helper-{{ summary_helper.type }}-input" type="text" value="" placeholder=" ">
+                <label class="form-label" for="accounting-summary-helper-{{ summary_helper.type }}-bus-from">{{ A_("From") }}</label>
+                <div id="accounting-summary-helper-{{ summary_helper.type }}-bus-from-error" class="invalid-feedback"></div>
+              </div>
+              <div class="form-floating">
+                <input id="accounting-summary-helper-{{ summary_helper.type }}-bus-to" class="form-control accounting-summary-helper-{{ summary_helper.type }}-input" type="text" value="" placeholder=" ">
+                <label class="form-label" for="accounting-summary-helper-{{ summary_helper.type }}-bus-to">{{ A_("To") }}</label>
+                <div id="accounting-summary-helper-{{ summary_helper.type }}-bus-to-error" class="invalid-feedback"></div>
+              </div>
+            </div>
+          </div>
+
+          {# A regular income/payment #}
+          <div class="accounting-summary-helper-{{ summary_helper.type }}-page d-none" aria-current="false" aria-labelledby="accounting-summary-helper-{{ summary_helper.type }}-tab-regular" data-tab-id="regular">
+            {# TODO: To be done #}
+          </div>
+
+          {# The number of items #}
+          <div class="accounting-summary-helper-{{ summary_helper.type }}-page d-none" aria-current="false" aria-labelledby="accounting-summary-helper-{{ summary_helper.type }}-tab-number" data-tab-id="number">
+            <div class="form-floating">
+              <input id="accounting-summary-helper-{{ summary_helper.type }}-number" class="form-control accounting-summary-helper-{{ summary_helper.type }}-input" type="number" min="1" value="" placeholder=" ">
+              <label class="form-label" for="accounting-summary-helper-{{ summary_helper.type }}-number">{{ A_("The number of items") }}</label>
+              <div id="accounting-summary-helper-{{ summary_helper.type }}-number-error" class="invalid-feedback"></div>
+            </div>
+          </div>
+
+          {# The suggested accounts #}
+          <div class="mt-3">
+            {% for account in summary_helper.accounts %}
+              <button class="btn btn-outline-primary d-none accounting-summary-helper-{{ summary_helper.type }}-account" type="button" data-code="{{ account.code }}" data-text="{{ account }}">
+                {{ account }}
+              </button>
+            {% endfor %}
+          </div>
+        </div>
+        <div class="modal-footer">
+          <button class="btn btn-secondary accounting-summary-helper-{{ summary_helper.type }}-close" type="button" data-bs-toggle="modal" data-bs-target="">{{ A_("Cancel") }}</button>
+          <button id="accounting-summary-helper-{{ summary_helper.type }}-btn-save" type="submit" class="btn btn-primary">{{ A_("Save") }}</button>
+        </div>
+      </div>
+    </div>
+  </div>
+</form>

src/accounting/templates/accounting/transaction/income/include/form-currency-item.html

@@ -70,7 +70,7 @@ First written: 2023/2/25
         </div>
 
         <div>
-          <button class="btn btn-primary accounting-btn-new-entry accounting-currency-{{ currency_index }}-btn-new-entry" type="button" data-currency-index="{{ currency_index }}" data-entry-type="credit" data-entry-index="new" data-account-modal="#accounting-credit-account-selector-modal" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">
+          <button class="btn btn-primary accounting-btn-new-entry accounting-currency-{{ currency_index }}-btn-new-entry" type="button" data-currency-index="{{ currency_index }}" data-entry-type="credit" data-entry-index="new" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">
             <i class="fas fa-plus"></i>
             {{ A_("New") }}
           </button>

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

@@ -45,6 +45,12 @@ First written: 2023/2/25
   {% endif %}
 {% endblock %}
 
-{% block account_selector_modals %}
+{% block form_modals %}
-  {% include "accounting/transaction/include/credit-account-modal.html" %}
+  {% with summary_helper = form.summary_helper.credit %}
+    {% include "accounting/transaction/include/summary-helper-modal.html" %}
+  {% endwith %}
+  {% with entry_type = "credit",
+          account_options = form.credit_account_options %}
+    {% include "accounting/transaction/include/account-selector-modal.html" %}
+  {% endwith %}
 {% endblock %}

src/accounting/templates/accounting/transaction/transfer/include/form-currency-item.html

@@ -57,7 +57,7 @@ First written: 2023/2/25
                       account_text = entry_form.account_text,
                       summary_data = "" if entry_form.summary.data is none else entry_form.summary.data,
                       summary_errors = entry_form.summary.errors,
-                      amount_data = "" if entry_form.amount.data is none else entry_form.amount.data,
+                      amount_data = "" if entry_form.amount.data is none else entry_form.amount.data|accounting_txn_format_amount_input,
                       amount_errors = entry_form.amount.errors,
                       amount_text = entry_form.amount.data|accounting_txn_format_amount,
                       entry_errors = entry_form.all_errors %}
@@ -72,7 +72,7 @@ First written: 2023/2/25
           </div>
 
           <div>
-            <button class="btn btn-primary accounting-btn-new-entry accounting-currency-{{ currency_index }}-btn-new-entry" type="button" data-currency-index="{{ currency_index }}" data-entry-type="debit" data-entry-index="new" data-account-modal="#accounting-debit-account-selector-modal" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">
+            <button class="btn btn-primary accounting-btn-new-entry accounting-currency-{{ currency_index }}-btn-new-entry" type="button" data-currency-index="{{ currency_index }}" data-entry-type="debit" data-entry-index="new" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">
               <i class="fas fa-plus"></i>
               {{ A_("New") }}
             </button>
@@ -112,7 +112,7 @@ First written: 2023/2/25
           </div>
 
           <div>
-            <button class="btn btn-primary accounting-btn-new-entry accounting-currency-{{ currency_index }}-btn-new-entry" type="button" data-currency-index="{{ currency_index }}" data-entry-type="credit" data-entry-index="new" data-account-modal="#accounting-credit-account-selector-modal" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">
+            <button class="btn btn-primary accounting-btn-new-entry accounting-currency-{{ currency_index }}-btn-new-entry" type="button" data-currency-index="{{ currency_index }}" data-entry-type="credit" data-entry-index="new" data-bs-toggle="modal" data-bs-target="#accounting-entry-form-modal">
               <i class="fas fa-plus"></i>
               {{ A_("New") }}
             </button>

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

@@ -49,7 +49,19 @@ First written: 2023/2/25
   {% endif %}
 {% endblock %}
 
-{% block account_selector_modals %}
+{% block form_modals %}
-  {% include "accounting/transaction/include/debit-account-modal.html" %}
+  {% with summary_helper = form.summary_helper.debit %}
-  {% include "accounting/transaction/include/credit-account-modal.html" %}
+    {% include "accounting/transaction/include/summary-helper-modal.html" %}
+  {% endwith %}
+  {% with summary_helper = form.summary_helper.credit %}
+    {% include "accounting/transaction/include/summary-helper-modal.html" %}
+  {% endwith %}
+  {% with entry_type = "debit",
+          account_options = form.debit_account_options %}
+    {% include "accounting/transaction/include/account-selector-modal.html" %}
+  {% endwith %}
+  {% with entry_type = "credit",
+          account_options = form.credit_account_options %}
+    {% include "accounting/transaction/include/account-selector-modal.html" %}
+  {% endwith %}
 {% endblock %}

src/accounting/transaction/dispatcher.py

@@ -14,7 +14,7 @@
 #  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 transaction type dispatcher.
+"""The view dispatcher for different transaction types.
 
 """
 import typing as t

src/accounting/transaction/forms.py

@@ -37,6 +37,7 @@ from accounting import db
 from accounting.locale import lazy_gettext
 from accounting.models import Transaction, Account, JournalEntry, \
     TransactionCurrency, Currency
+from accounting.transaction.summary_helper import SummaryHelper
 from accounting.utils.random_id import new_id
 from accounting.utils.strip_text import strip_text, strip_multiline_text
 from accounting.utils.user import get_current_user_pk
@@ -114,6 +115,35 @@ class IsDebitAccount:
             "This account is not for debit entries."))
 
 
+class AccountOption:
+    """An account option."""
+
+    def __init__(self, account: Account):
+        """Constructs an account option.
+
+        :param account: The account.
+        """
+        self.__account: Account = account
+        self.id: str = account.id
+        self.code: str = account.code
+        self.is_in_use: bool = False
+
+    def __str__(self) -> str:
+        """Returns the string representation of the account option.
+
+        :return: The string representation of the account option.
+        """
+        return str(self.__account)
+
+    @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):
     """The base form to create or edit a journal entry."""
     eid = IntegerField()
@@ -320,49 +350,54 @@ class TransactionForm(FlaskForm):
             obj.no = count + 1
 
     @property
-    def debit_account_options(self) -> list[Account]:
+    def debit_account_options(self) -> list[AccountOption]:
         """The selectable debit accounts.
 
         :return: The selectable debit accounts.
         """
-        accounts: list[Account] = Account.debit()
+        accounts: list[AccountOption] \
-        in_use: set[int] = self.__get_in_use_account_id()
+            = [AccountOption(x) for x in Account.debit()]
+        in_use: set[int] = set(db.session.scalars(
+            sa.select(JournalEntry.account_id)
+            .filter(JournalEntry.is_debit)
+            .group_by(JournalEntry.account_id)).all())
         for account in accounts:
             account.is_in_use = account.id in in_use
         return accounts
 
     @property
-    def credit_account_options(self) -> list[Account]:
+    def credit_account_options(self) -> list[AccountOption]:
         """The selectable credit accounts.
 
         :return: The selectable credit accounts.
         """
-        accounts: list[Account] = Account.credit()
+        accounts: list[AccountOption] \
-        in_use: set[int] = self.__get_in_use_account_id()
+            = [AccountOption(x) for x in Account.credit()]
+        in_use: set[int] = set(db.session.scalars(
+            sa.select(JournalEntry.account_id)
+            .filter(sa.not_(JournalEntry.is_debit))
+            .group_by(JournalEntry.account_id)).all())
         for account in accounts:
             account.is_in_use = account.id in in_use
         return accounts
 
-    def __get_in_use_account_id(self) -> set[int]:
-        """Returns the ID of the accounts that are in use.
-
-        :return: The ID of the accounts that are in use.
-        """
-        if self.__in_use_account_id is None:
-            self.__in_use_account_id = set(db.session.scalars(
-                sa.select(JournalEntry.account_id)
-                .group_by(JournalEntry.account_id)).all())
-        return self.__in_use_account_id
-
     @property
     def currencies_errors(self) -> list[str | LazyString]:
         """Returns the currency errors, without the errors in their sub-forms.
 
-        :return:
+        :return: The currency errors, without the errors in their sub-forms.
         """
         return [x for x in self.currencies.errors
                 if isinstance(x, str) or isinstance(x, LazyString)]
 
+    @property
+    def summary_helper(self) -> SummaryHelper:
+        """Returns the summary helper.
+
+        :return: The summary helper.
+        """
+        return SummaryHelper()
+
 
 T = t.TypeVar("T", bound=TransactionForm)
 """A transaction form variant."""

src/accounting/transaction/summary_helper.py

@@ -0,0 +1,255 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/2/27
+
+#  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 summary helper.
+
+"""
+import typing as t
+
+import sqlalchemy as sa
+
+from accounting import db
+from accounting.models import Account, JournalEntry
+
+
+class SummaryAccount:
+    """An account for a summary tag."""
+
+    def __init__(self, account: Account, freq: int):
+        """Constructs an account for a summary tag.
+
+        :param account: The account.
+        :param freq: The frequency of the tag with the account.
+        """
+        self.account: Account = account
+        """The account."""
+        self.id: int = account.id
+        """The account ID."""
+        self.code: str = account.code
+        """The account code."""
+        self.freq: int = freq
+        """The frequency of the tag with the account."""
+
+    def __str__(self) -> str:
+        """Returns the string representation of the account.
+
+        :return: The string representation of the account.
+        """
+        return str(self.account)
+
+    def add_freq(self, freq: int) -> None:
+        """Adds the frequency of an account.
+
+        :param freq: The frequency of the tag name with the account.
+        :return: None.
+        """
+        self.freq = self.freq + freq
+
+
+class SummaryTag:
+    """A summary tag."""
+
+    def __init__(self, name: str):
+        """Constructs a summary tag.
+
+        :param name: The tag name.
+        """
+        self.name: str = name
+        """The tag name."""
+        self.__account_dict: dict[int, SummaryAccount] = {}
+        """The accounts that come with the tag, in the order of their
+        frequency."""
+        self.freq: int = 0
+        """The frequency of the tag."""
+
+    def __str__(self) -> str:
+        """Returns the string representation of the tag.
+
+        :return: The string representation of the tag.
+        """
+        return self.name
+
+    def add_account(self, account: Account, freq: int):
+        """Adds an account.
+
+        :param account: The associated account.
+        :param freq: The frequency of the tag name with the account.
+        :return: None.
+        """
+        self.__account_dict[account.id] = SummaryAccount(account, freq)
+        self.freq = self.freq + freq
+
+    @property
+    def accounts(self) -> list[SummaryAccount]:
+        """Returns the accounts by the order of their frequencies.
+
+        :return: The accounts by the order of their frequencies.
+        """
+        return sorted(self.__account_dict.values(), key=lambda x: -x.freq)
+
+    @property
+    def account_codes(self) -> list[str]:
+        """Returns the account codes by the order of their frequencies.
+
+        :return: The account codes by the order of their frequencies.
+        """
+        return [x.code for x in self.accounts]
+
+
+class SummaryType:
+    """A summary type"""
+
+    def __init__(self, type_id: t.Literal["general", "travel", "bus"]):
+        """Constructs a summary type.
+
+        :param type_id: The type ID, either "general", "travel", or "bus".
+        """
+        self.id: t.Literal["general", "travel", "bus"] = type_id
+        """The type ID."""
+        self.__tag_dict: dict[str, SummaryTag] = {}
+        """A dictionary from the tag name to their corresponding tag."""
+
+    def add_tag(self, name: str, account: Account, freq: int) -> None:
+        """Adds a tag.
+
+        :param name: The tag name.
+        :param account: The associated account.
+        :param freq: The frequency of the tag name with the account.
+        :return: None.
+        """
+        if name not in self.__tag_dict:
+            self.__tag_dict[name] = SummaryTag(name)
+        self.__tag_dict[name].add_account(account, freq)
+
+    @property
+    def tags(self) -> list[SummaryTag]:
+        """Returns the tags by the order of their frequencies.
+
+        :return: The tags by the order of their frequencies.
+        """
+        return sorted(self.__tag_dict.values(), key=lambda x: -x.freq)
+
+
+class SummaryEntryType:
+    """A summary type"""
+
+    def __init__(self, entry_type_id: t.Literal["debit", "credit"]):
+        """Constructs a summary entry type.
+
+        :param entry_type_id: The entry type ID, either "debit" or "credit".
+        """
+        self.type: t.Literal["debit", "credit"] = entry_type_id
+        """The entry type."""
+        self.general: SummaryType = SummaryType("general")
+        """The general tags."""
+        self.travel: SummaryType = SummaryType("travel")
+        """The travel tags."""
+        self.bus: SummaryType = SummaryType("bus")
+        """The bus tags."""
+        self.__type_dict: dict[t.Literal["general", "travel", "bus"],
+                               SummaryType] \
+            = {x.id: x for x in {self.general, self.travel, self.bus}}
+        """A dictionary from the type ID to the corresponding tags."""
+
+    def add_tag(self, tag_type: t.Literal["general", "travel", "bus"],
+                name: str, account: Account, freq: int) -> None:
+        """Adds a tag.
+
+        :param tag_type: The tag type, either "general", "travel", or "bus".
+        :param name: The name.
+        :param account: The associated account.
+        :param freq: The frequency of the tag name with the account.
+        :return: None.
+        """
+        self.__type_dict[tag_type].add_tag(name, account, freq)
+
+    @property
+    def accounts(self) -> list[SummaryAccount]:
+        """Returns the suggested accounts of all tags in the summary helper in
+        the entry type, in their frequency order.
+
+        :return: The suggested accounts of all tags, in their frequency order.
+        """
+        accounts: dict[int, SummaryAccount] = {}
+        freq: dict[int, int] = {}
+        for tag_type in self.__type_dict.values():
+            for tag in tag_type.tags:
+                for account in tag.accounts:
+                    accounts[account.id] = account
+                    if account.id not in freq:
+                        freq[account.id] = 0
+                    freq[account.id] \
+                        = freq[account.id] + account.freq
+        return [accounts[y] for y in sorted(freq.keys(),
+                                            key=lambda x: -freq[x])]
+
+
+class SummaryHelper:
+    """The summary helper."""
+
+    def __init__(self):
+        """Constructs the summary helper."""
+        self.debit: SummaryEntryType = SummaryEntryType("debit")
+        """The debit tags."""
+        self.credit: SummaryEntryType = SummaryEntryType("credit")
+        """The credit tags."""
+        entry_type: sa.Label = sa.case((JournalEntry.is_debit, "debit"),
+                                       else_="credit").label("entry_type")
+        tag_type: sa.Label = sa.case(
+            (JournalEntry.summary.like("_%—_%—_%→_%"), "bus"),
+            (sa.or_(JournalEntry.summary.like("_%—_%→_%"),
+                    JournalEntry.summary.like("_%—_%↔_%")), "travel"),
+            else_="general").label("tag_type")
+        tag: sa.Label = get_prefix(JournalEntry.summary, "—").label("tag")
+        select: sa.Select = sa.Select(entry_type, tag_type, tag,
+                                      JournalEntry.account_id,
+                                      sa.func.count().label("freq"))\
+            .filter(JournalEntry.summary.is_not(None),
+                    JournalEntry.summary.like("_%—_%"))\
+            .group_by(entry_type, tag_type, tag, JournalEntry.account_id)
+        result: list[sa.Row] = db.session.execute(select).all()
+        accounts: dict[int, Account] \
+            = {x.id: x for x in Account.query
+               .filter(Account.id.in_({x.account_id for x in result})).all()}
+        entry_type_dict: dict[t.Literal["debit", "credit"], SummaryEntryType] \
+            = {x.type: x for x in {self.debit, self.credit}}
+        for row in result:
+            entry_type_dict[row.entry_type].add_tag(
+                row.tag_type, row.tag, accounts[row.account_id], row.freq)
+
+
+def get_prefix(string: str | sa.Column, separator: str | sa.Column) \
+        -> sa.Function:
+    """Returns the SQL function to find the prefix of a string.
+
+    :param string: The string.
+    :param separator: The separator.
+    :return: The position of the substring, starting from 1.
+    """
+    return sa.func.substr(string, 0, get_position(string, separator))
+
+
+def get_position(string: str | sa.Column, substring: str | sa.Column) \
+        -> sa.Function:
+    """Returns the SQL function to find the position of a substring.
+
+    :param string: The string.
+    :param substring: The substring.
+    :return: The position of the substring, starting from 1.
+    """
+    if db.engine.name == "postgresql":
+        return sa.func.strpos(string, substring)
+    return sa.func.instr(string, substring)

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: 2023-02-27 18:59+0800\n"
+"POT-Creation-Date: 2023-03-01 00:51+0800\n"
-"PO-Revision-Date: 2023-02-27 18:59+0800\n"
+"PO-Revision-Date: 2023-03-01 00:51+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"
@@ -126,33 +126,52 @@ msgstr "貨幣刪掉了"
 msgid "Please fill in the title."
 msgstr "請填上標題。"
 
-#: src/accounting/static/js/transaction-form.js:308
+#: src/accounting/static/js/summary-helper.js:441
-#: src/accounting/static/js/transaction-form.js:764
+#: src/accounting/static/js/summary-helper.js:512
-#: src/accounting/transaction/forms.py:46
+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-helper.js:550
+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-helper.js:569
+msgid "Please fill in the destination."
+msgstr "請填上終點。"
+
+#: src/accounting/static/js/summary-helper.js:531
+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:611
+#: src/accounting/transaction/forms.py:47
 msgid "Please select the account."
 msgstr "請選擇科目。"
 
-#: src/accounting/static/js/transaction-form.js:344
+#: src/accounting/static/js/transaction-form.js:324
-#: src/accounting/static/js/transaction-form.js:769
+#: src/accounting/static/js/transaction-form.js:616
 msgid "Please fill in the amount."
 msgstr "請填上金額。"
 
-#: src/accounting/static/js/transaction-form.js:641
+#: src/accounting/static/js/transaction-form.js:488
 msgid "Please fill in the date."
 msgstr "請填上日期。"
 
-#: src/accounting/static/js/transaction-form.js:676
+#: src/accounting/static/js/transaction-form.js:523
-#: src/accounting/transaction/forms.py:56
+#: src/accounting/transaction/forms.py:57
 msgid "Please add some currencies."
 msgstr "請加上貨幣。"
 
-#: src/accounting/static/js/transaction-form.js:742
+#: src/accounting/static/js/transaction-form.js:589
-#: src/accounting/transaction/forms.py:77
+#: 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:807
+#: src/accounting/static/js/transaction-form.js:654
-#: src/accounting/transaction/forms.py:670
+#: src/accounting/transaction/forms.py:672
 msgid "The totals of the debit and credit amounts do not match."
 msgstr "借方貸方合計不符。 "
 
@@ -167,7 +186,7 @@ msgstr "新增科目"
 #: src/accounting/templates/accounting/currency/detail.html:31
 #: src/accounting/templates/accounting/currency/include/form.html:33
 #: src/accounting/templates/accounting/transaction/include/detail.html:31
-#: src/accounting/templates/accounting/transaction/include/form.html:34
+#: src/accounting/templates/accounting/transaction/include/form.html:36
 #: src/accounting/templates/accounting/transaction/order.html:36
 msgid "Back"
 msgstr "回上頁"
@@ -196,10 +215,10 @@ 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/transaction/include/credit-account-modal.html:27
+#: src/accounting/templates/accounting/transaction/include/account-selector-modal.html:27
-#: src/accounting/templates/accounting/transaction/include/debit-account-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
 msgid "Close"
 msgstr "關閉"
 
@@ -210,10 +229,10 @@ 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/transaction/include/credit-account-modal.html:49
+#: src/accounting/templates/accounting/transaction/include/account-selector-modal.html:49
-#: src/accounting/templates/accounting/transaction/include/debit-account-modal.html:49
 #: src/accounting/templates/accounting/transaction/include/detail.html:77
-#: src/accounting/templates/accounting/transaction/include/entry-form-modal.html:52
+#: src/accounting/templates/accounting/transaction/include/entry-form-modal.html:54
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:175
 msgid "Cancel"
 msgstr "取消"
 
@@ -255,7 +274,7 @@ 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/transaction/expense/include/form-currency-item.html:75
-#: src/accounting/templates/accounting/transaction/include/form.html:60
+#: src/accounting/templates/accounting/transaction/include/form.html:62
 #: src/accounting/templates/accounting/transaction/income/include/form-currency-item.html:75
 #: src/accounting/templates/accounting/transaction/list.html:37
 #: src/accounting/templates/accounting/transaction/transfer/include/form-currency-item.html:77
@@ -276,8 +295,7 @@ 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/transaction/include/credit-account-modal.html:34
+#: src/accounting/templates/accounting/transaction/include/account-selector-modal.html:34
-#: src/accounting/templates/accounting/transaction/include/debit-account-modal.html:34
 #: src/accounting/templates/accounting/transaction/list.html:62
 #: src/accounting/templates/accounting/transaction/list.html:74
 msgid "Search"
@@ -294,8 +312,7 @@ 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/transaction/include/credit-account-modal.html:46
+#: src/accounting/templates/accounting/transaction/include/account-selector-modal.html:46
-#: src/accounting/templates/accounting/transaction/include/debit-account-modal.html:46
 #: src/accounting/templates/accounting/transaction/list.html:93
 #: src/accounting/templates/accounting/transaction/order.html:80
 msgid "There is no data."
@@ -309,8 +326,9 @@ msgstr "%(base)s下的科目"
 #: src/accounting/templates/accounting/account/include/form.html:75
 #: src/accounting/templates/accounting/account/order.html:62
 #: src/accounting/templates/accounting/currency/include/form.html:57
-#: src/accounting/templates/accounting/transaction/include/entry-form-modal.html:53
+#: src/accounting/templates/accounting/transaction/include/entry-form-modal.html:55
-#: src/accounting/templates/accounting/transaction/include/form.html:76
+#: 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/order.html:61
 msgid "Save"
 msgstr "儲存"
@@ -337,8 +355,7 @@ msgstr "選擇基本科目"
 
 #: src/accounting/templates/accounting/account/include/form.html:114
 #: src/accounting/templates/accounting/account/include/form.html:116
-#: src/accounting/templates/accounting/transaction/include/credit-account-modal.html:50
+#: src/accounting/templates/accounting/transaction/include/account-selector-modal.html:50
-#: src/accounting/templates/accounting/transaction/include/debit-account-modal.html:50
 msgid "Clear"
 msgstr "清除"
 
@@ -432,7 +449,7 @@ msgstr "改轉帳"
 
 #: src/accounting/templates/accounting/transaction/expense/detail.html:37
 #: src/accounting/templates/accounting/transaction/expense/include/form-currency-item.html:45
-#: src/accounting/templates/accounting/transaction/include/form.html:52
+#: src/accounting/templates/accounting/transaction/include/form.html:54
 #: src/accounting/templates/accounting/transaction/income/detail.html:37
 #: src/accounting/templates/accounting/transaction/income/include/form-currency-item.html:45
 msgid "Content"
@@ -462,6 +479,14 @@ msgstr "編輯%(txn)s"
 msgid "Currency"
 msgstr "貨幣"
 
+#: src/accounting/templates/accounting/transaction/include/account-selector-modal.html:26
+msgid "Select Account"
+msgstr "選擇科目"
+
+#: src/accounting/templates/accounting/transaction/include/account-selector-modal.html:44
+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"
@@ -470,19 +495,6 @@ msgstr "現金支出"
 msgid "Cash income"
 msgstr "現金收入"
 
-#: src/accounting/templates/accounting/transaction/include/credit-account-modal.html:26
-msgid "Select Credit Account"
-msgstr "選擇貸方科目科目"
-
-#: src/accounting/templates/accounting/transaction/include/credit-account-modal.html:44
-#: src/accounting/templates/accounting/transaction/include/debit-account-modal.html:44
-msgid "More…"
-msgstr "更多…"
-
-#: src/accounting/templates/accounting/transaction/include/debit-account-modal.html:26
-msgid "Select Debit Account"
-msgstr "選擇借方科目"
-
 #: src/accounting/templates/accounting/transaction/include/detail.html:70
 msgid "Delete Transaction Confirmation"
 msgstr "傳票刪除確認"
@@ -500,21 +512,66 @@ 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:47
+#: src/accounting/templates/accounting/transaction/include/entry-form-modal.html:49
 msgid "Amount"
 msgstr "金額"
 
-#: src/accounting/templates/accounting/transaction/include/form.html:46
+#: src/accounting/templates/accounting/transaction/include/form.html:48
 msgid "Date"
 msgstr "日期"
 
-#: src/accounting/templates/accounting/transaction/include/form.html:69
+#: 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
+msgid "Travel"
+msgstr "差旅"
+
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:49
+msgid "Bus"
+msgstr "公車"
+
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:54
+msgid "Regular"
+msgstr "帳單"
+
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:59
+msgid "Number"
+msgstr "數量"
+
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:67
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:84
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:119
+msgid "Tag"
+msgstr "標籤"
+
+#: src/accounting/templates/accounting/transaction/include/summary-helper-modal.html:99
+#: 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
+msgid "The number of items"
+msgstr "數量"
+
 #: src/accounting/templates/accounting/transaction/income/create.html:24
 msgid "Add a New Cash Income Transaction"
 msgstr "新增現金收入傳票"
@@ -533,27 +590,27 @@ msgstr "借方"
 msgid "Credit"
 msgstr "貸方"
 
-#: src/accounting/transaction/forms.py:44
+#: src/accounting/transaction/forms.py:45
 msgid "Please select the currency."
 msgstr "請選擇貨幣。"
 
-#: src/accounting/transaction/forms.py:67
+#: src/accounting/transaction/forms.py:68
 msgid "The currency does not exist."
 msgstr "沒有這個貨幣。"
 
-#: src/accounting/transaction/forms.py:88
+#: src/accounting/transaction/forms.py:89
 msgid "The account does not exist."
 msgstr "沒有這個科目。"
 
-#: src/accounting/transaction/forms.py:99
+#: src/accounting/transaction/forms.py:100
 msgid "Please fill in a positive amount."
 msgstr "金額請填正數。"
 
-#: src/accounting/transaction/forms.py:113
+#: src/accounting/transaction/forms.py:114
 msgid "This account is not for debit entries."
 msgstr "科目不是借方科目。"
 
-#: src/accounting/transaction/forms.py:200
+#: src/accounting/transaction/forms.py:201
 msgid "This account is not for credit entries."
 msgstr "科目不是貸方科目。"
 

tests/test_summary_helper.py

@@ -0,0 +1,327 @@
+# The Mia! Accounting Flask Project.
+# Author: imacat@mail.imacat.idv.tw (imacat), 2023/2/28
+
+#  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 test for the summary helper.
+
+"""
+import unittest
+from datetime import date
+
+from click.testing import Result
+from flask import Flask
+from flask.testing import FlaskCliRunner
+
+from test_site import create_app
+from testlib import get_client
+from testlib_txn import Accounts, NEXT_URI, add_txn
+
+
+class SummeryHelperTestCase(unittest.TestCase):
+    """The summary helper test case."""
+
+    def setUp(self) -> None:
+        """Sets up the test.
+        This is run once per test.
+
+        :return: None.
+        """
+        self.app: Flask = create_app(is_testing=True)
+
+        runner: FlaskCliRunner = self.app.test_cli_runner()
+        with self.app.app_context():
+            from accounting.models import BaseAccount, Transaction, \
+                JournalEntry
+            result: Result
+            result = runner.invoke(args="init-db")
+            self.assertEqual(result.exit_code, 0)
+            if BaseAccount.query.first() is None:
+                result = runner.invoke(args="accounting-init-base")
+                self.assertEqual(result.exit_code, 0)
+            result = runner.invoke(args=["accounting-init-currencies",
+                                         "-u", "editor"])
+            self.assertEqual(result.exit_code, 0)
+            result = runner.invoke(args=["accounting-init-accounts",
+                                         "-u", "editor"])
+            self.assertEqual(result.exit_code, 0)
+            Transaction.query.delete()
+            JournalEntry.query.delete()
+
+        self.client, self.csrf_token = get_client(self.app, "editor")
+
+    def test_summary_helper(self) -> None:
+        """Test the summary helper.
+
+        :return: None.
+        """
+        from accounting.transaction.summary_helper import SummaryHelper
+        for form in get_form_data(self.csrf_token):
+            add_txn(self.client, form)
+        with self.app.app_context():
+            helper: SummaryHelper = SummaryHelper()
+
+        # Debit-General
+        self.assertEqual(len(helper.debit.general.tags), 2)
+        self.assertEqual(helper.debit.general.tags[0].name, "Lunch")
+        self.assertEqual(len(helper.debit.general.tags[0].accounts), 2)
+        self.assertEqual(helper.debit.general.tags[0].accounts[0].code,
+                         Accounts.MEAL)
+        self.assertEqual(helper.debit.general.tags[0].accounts[1].code,
+                         Accounts.PAYABLE)
+        self.assertEqual(helper.debit.general.tags[1].name, "Dinner")
+        self.assertEqual(len(helper.debit.general.tags[1].accounts), 2)
+        self.assertEqual(helper.debit.general.tags[1].accounts[0].code,
+                         Accounts.MEAL)
+        self.assertEqual(helper.debit.general.tags[1].accounts[1].code,
+                         Accounts.PAYABLE)
+
+        # Debit-Travel
+        self.assertEqual(len(helper.debit.travel.tags), 3)
+        self.assertEqual(helper.debit.travel.tags[0].name, "Bike")
+        self.assertEqual(len(helper.debit.travel.tags[0].accounts), 1)
+        self.assertEqual(helper.debit.travel.tags[0].accounts[0].code,
+                         Accounts.TRAVEL)
+        self.assertEqual(helper.debit.travel.tags[1].name, "Taxi")
+        self.assertEqual(len(helper.debit.travel.tags[1].accounts), 1)
+        self.assertEqual(helper.debit.travel.tags[1].accounts[0].code,
+                         Accounts.TRAVEL)
+        self.assertEqual(helper.debit.travel.tags[2].name, "Airplane")
+        self.assertEqual(len(helper.debit.travel.tags[2].accounts), 1)
+        self.assertEqual(helper.debit.travel.tags[2].accounts[0].code,
+                         Accounts.TRAVEL)
+
+        # Debit-Bus
+        self.assertEqual(len(helper.debit.bus.tags), 2)
+        self.assertEqual(helper.debit.bus.tags[0].name, "Train")
+        self.assertEqual(len(helper.debit.bus.tags[0].accounts), 1)
+        self.assertEqual(helper.debit.bus.tags[0].accounts[0].code,
+                         Accounts.TRAVEL)
+        self.assertEqual(helper.debit.bus.tags[1].name, "Bus")
+        self.assertEqual(len(helper.debit.bus.tags[1].accounts), 1)
+        self.assertEqual(helper.debit.bus.tags[1].accounts[0].code,
+                         Accounts.TRAVEL)
+
+        # Credit-General
+        self.assertEqual(len(helper.credit.general.tags), 2)
+        self.assertEqual(helper.credit.general.tags[0].name, "Lunch")
+        self.assertEqual(len(helper.credit.general.tags[0].accounts), 3)
+        self.assertEqual(helper.credit.general.tags[0].accounts[0].code,
+                         Accounts.PAYABLE)
+        self.assertEqual(helper.credit.general.tags[0].accounts[1].code,
+                         Accounts.BANK)
+        self.assertEqual(helper.credit.general.tags[0].accounts[2].code,
+                         Accounts.CASH)
+        self.assertEqual(helper.credit.general.tags[1].name, "Dinner")
+        self.assertEqual(len(helper.credit.general.tags[1].accounts), 2)
+        self.assertEqual(helper.credit.general.tags[1].accounts[0].code,
+                         Accounts.BANK)
+        self.assertEqual(helper.credit.general.tags[1].accounts[1].code,
+                         Accounts.PAYABLE)
+
+        # Credit-Travel
+        self.assertEqual(len(helper.credit.travel.tags), 2)
+        self.assertEqual(helper.credit.travel.tags[0].name, "Bike")
+        self.assertEqual(len(helper.credit.travel.tags[0].accounts), 2)
+        self.assertEqual(helper.credit.travel.tags[0].accounts[0].code,
+                         Accounts.PAYABLE)
+        self.assertEqual(helper.credit.travel.tags[0].accounts[1].code,
+                         Accounts.PREPAID)
+        self.assertEqual(helper.credit.travel.tags[1].name, "Taxi")
+        self.assertEqual(len(helper.credit.travel.tags[1].accounts), 2)
+        self.assertEqual(helper.credit.travel.tags[1].accounts[0].code,
+                         Accounts.PAYABLE)
+        self.assertEqual(helper.credit.travel.tags[1].accounts[1].code,
+                         Accounts.CASH)
+
+        # Credit-Bus
+        self.assertEqual(len(helper.credit.bus.tags), 2)
+        self.assertEqual(helper.credit.bus.tags[0].name, "Train")
+        self.assertEqual(len(helper.credit.bus.tags[0].accounts), 2)
+        self.assertEqual(helper.credit.bus.tags[0].accounts[0].code,
+                         Accounts.PREPAID)
+        self.assertEqual(helper.credit.bus.tags[0].accounts[1].code,
+                         Accounts.PAYABLE)
+        self.assertEqual(helper.credit.bus.tags[1].name, "Bus")
+        self.assertEqual(len(helper.credit.bus.tags[1].accounts), 1)
+        self.assertEqual(helper.credit.bus.tags[1].accounts[0].code,
+                         Accounts.PREPAID)
+
+
+def get_form_data(csrf_token: str) -> list[dict[str, str]]:
+    """Returns the form data for multiple transaction forms.
+
+    :param csrf_token: The CSRF token.
+    :return: A list of the form data.
+    """
+    txn_date: str = date.today().isoformat()
+    return [{"csrf_token": csrf_token,
+             "next": NEXT_URI,
+             "date": txn_date,
+             "currency-0-code": "USD",
+             "currency-0-credit-0-account_code": Accounts.SERVICE,
+             "currency-0-credit-0-summary": " Salary ",
+             "currency-0-credit-0-amount": "2500"},
+            {"csrf_token": csrf_token,
+             "next": NEXT_URI,
+             "date": txn_date,
+             "currency-0-code": "USD",
+             "currency-0-debit-0-account_code": Accounts.MEAL,
+             "currency-0-debit-0-summary": " Lunch—Fish ",
+             "currency-0-debit-0-amount": "4.7",
+             "currency-0-credit-0-account_code": Accounts.BANK,
+             "currency-0-credit-0-summary": " Lunch—Fish ",
+             "currency-0-credit-0-amount": "4.7",
+             "currency-0-debit-1-account_code": Accounts.MEAL,
+             "currency-0-debit-1-summary": " Lunch—Fries ",
+             "currency-0-debit-1-amount": "2.15",
+             "currency-0-credit-1-account_code": Accounts.PAYABLE,
+             "currency-0-credit-1-summary": " Lunch—Fries ",
+             "currency-0-credit-1-amount": "2.15",
+             "currency-0-debit-2-account_code": Accounts.MEAL,
+             "currency-0-debit-2-summary": " Dinner—Hamburger ",
+             "currency-0-debit-2-amount": "4.25",
+             "currency-0-credit-2-account_code": Accounts.BANK,
+             "currency-0-credit-2-summary": " Dinner—Hamburger ",
+             "currency-0-credit-2-amount": "4.25"},
+            {"csrf_token": csrf_token,
+             "next": NEXT_URI,
+             "date": txn_date,
+             "currency-0-code": "USD",
+             "currency-0-debit-0-account_code": Accounts.MEAL,
+             "currency-0-debit-0-summary": " Lunch—Salad ",
+             "currency-0-debit-0-amount": "4.99",
+             "currency-0-credit-0-account_code": Accounts.CASH,
+             "currency-0-credit-0-summary": " Lunch—Salad ",
+             "currency-0-credit-0-amount": "4.99",
+             "currency-0-debit-1-account_code": Accounts.MEAL,
+             "currency-0-debit-1-summary": " Dinner—Steak  ",
+             "currency-0-debit-1-amount": "8.28",
+             "currency-0-credit-1-account_code": Accounts.PAYABLE,
+             "currency-0-credit-1-summary": " Dinner—Steak ",
+             "currency-0-credit-1-amount": "8.28"},
+            {"csrf_token": csrf_token,
+             "next": NEXT_URI,
+             "date": txn_date,
+             "currency-0-code": "USD",
+             "currency-0-debit-0-account_code": Accounts.MEAL,
+             "currency-0-debit-0-summary": " Lunch—Pizza  ",
+             "currency-0-debit-0-amount": "5.49",
+             "currency-0-credit-0-account_code": Accounts.PAYABLE,
+             "currency-0-credit-0-summary": " Lunch—Pizza ",
+             "currency-0-credit-0-amount": "5.49",
+             "currency-0-debit-1-account_code": Accounts.MEAL,
+             "currency-0-debit-1-summary": " Lunch—Noodles ",
+             "currency-0-debit-1-amount": "7.47",
+             "currency-0-credit-1-account_code": Accounts.PAYABLE,
+             "currency-0-credit-1-summary": " Lunch—Noodles ",
+             "currency-0-credit-1-amount": "7.47"},
+            {"csrf_token": csrf_token,
+             "next": NEXT_URI,
+             "date": txn_date,
+             "currency-0-code": "USD",
+             "currency-0-debit-0-account_code": Accounts.TRAVEL,
+             "currency-0-debit-0-summary": " Airplane—Lake City↔Hill Town ",
+             "currency-0-debit-0-amount": "800"},
+            {"csrf_token": csrf_token,
+             "next": NEXT_URI,
+             "date": txn_date,
+             "currency-0-code": "USD",
+             "currency-0-debit-0-account_code": Accounts.TRAVEL,
+             "currency-0-debit-0-summary": " Bus—323—Downtown→Museum ",
+             "currency-0-debit-0-amount": "2.5",
+             "currency-0-credit-0-account_code": Accounts.PREPAID,
+             "currency-0-credit-0-summary": " Bus—323—Downtown→Museum ",
+             "currency-0-credit-0-amount": "2.5",
+             "currency-0-debit-1-account_code": Accounts.TRAVEL,
+             "currency-0-debit-1-summary": " Train—Blue—Museum→Central ",
+             "currency-0-debit-1-amount": "3.2",
+             "currency-0-credit-1-account_code": Accounts.PREPAID,
+             "currency-0-credit-1-summary": " Train—Blue—Museum→Central ",
+             "currency-0-credit-1-amount": "3.2",
+             "currency-0-debit-2-account_code": Accounts.TRAVEL,
+             "currency-0-debit-2-summary": " Train—Green—Central→Mall ",
+             "currency-0-debit-2-amount": "3.2",
+             "currency-0-credit-2-account_code": Accounts.PREPAID,
+             "currency-0-credit-2-summary": " Train—Green—Central→Mall ",
+             "currency-0-credit-2-amount": "3.2",
+             "currency-0-debit-3-account_code": Accounts.TRAVEL,
+             "currency-0-debit-3-summary": " Train—Red—Mall→Museum ",
+             "currency-0-debit-3-amount": "4.4",
+             "currency-0-credit-3-account_code": Accounts.PAYABLE,
+             "currency-0-credit-3-summary": " Train—Red—Mall→Museum ",
+             "currency-0-credit-3-amount": "4.4"},
+            {"csrf_token": csrf_token,
+             "next": NEXT_URI,
+             "date": txn_date,
+             "currency-0-code": "USD",
+             "currency-0-debit-0-account_code": Accounts.TRAVEL,
+             "currency-0-debit-0-summary": " Taxi—Museum→Office ",
+             "currency-0-debit-0-amount": "15.5",
+             "currency-0-credit-0-account_code": Accounts.CASH,
+             "currency-0-credit-0-summary": " Taxi—Museum→Office ",
+             "currency-0-credit-0-amount": "15.5",
+             "currency-0-debit-1-account_code": Accounts.TRAVEL,
+             "currency-0-debit-1-summary": " Taxi—Office→Restaurant ",
+             "currency-0-debit-1-amount": "12",
+             "currency-0-credit-1-account_code": Accounts.PAYABLE,
+             "currency-0-credit-1-summary": " Taxi—Office→Restaurant ",
+             "currency-0-credit-1-amount": "12",
+             "currency-0-debit-2-account_code": Accounts.TRAVEL,
+             "currency-0-debit-2-summary": " Taxi—Restaurant→City Hall ",
+             "currency-0-debit-2-amount": "8",
+             "currency-0-credit-2-account_code": Accounts.PAYABLE,
+             "currency-0-credit-2-summary": " Taxi—Restaurant→City Hall ",
+             "currency-0-credit-2-amount": "8",
+             "currency-0-debit-3-account_code": Accounts.TRAVEL,
+             "currency-0-debit-3-summary": " Bike—City Hall→Office ",
+             "currency-0-debit-3-amount": "3.5",
+             "currency-0-credit-3-account_code": Accounts.PAYABLE,
+             "currency-0-credit-3-summary": " Bike—City Hall→Office ",
+             "currency-0-credit-3-amount": "3.5",
+             "currency-0-debit-4-account_code": Accounts.TRAVEL,
+             "currency-0-debit-4-summary": " Bike—Restaurant→Office ",
+             "currency-0-debit-4-amount": "4",
+             "currency-0-credit-4-account_code": Accounts.PAYABLE,
+             "currency-0-credit-4-summary": " Bike—Restaurant→Office ",
+             "currency-0-credit-4-amount": "4",
+             "currency-0-debit-5-account_code": Accounts.TRAVEL,
+             "currency-0-debit-5-summary": " Bike—Office→Theatre ",
+             "currency-0-debit-5-amount": "1.5",
+             "currency-0-credit-5-account_code": Accounts.PAYABLE,
+             "currency-0-credit-5-summary": " Bike—Office→Theatre ",
+             "currency-0-credit-5-amount": "1.5",
+             "currency-0-debit-6-account_code": Accounts.TRAVEL,
+             "currency-0-debit-6-summary": " Bike—Theatre→Home ",
+             "currency-0-debit-6-amount": "5.5",
+             "currency-0-credit-6-account_code": Accounts.PREPAID,
+             "currency-0-credit-6-summary": " Bike—Theatre→Home ",
+             "currency-0-credit-6-amount": "5.5"},
+            {"csrf_token": csrf_token,
+             "next": NEXT_URI,
+             "date": txn_date,
+             "currency-0-code": "USD",
+             "currency-0-debit-0-account_code": Accounts.PAYABLE,
+             "currency-0-debit-0-summary": " Dinner—Steak  ",
+             "currency-0-debit-0-amount": "8.28",
+             "currency-0-credit-0-account_code": Accounts.BANK,
+             "currency-0-credit-0-summary": " Dinner—Steak ",
+             "currency-0-credit-0-amount": "8.28",
+             "currency-0-debit-1-account_code": Accounts.PAYABLE,
+             "currency-0-debit-1-summary": " Lunch—Pizza ",
+             "currency-0-debit-1-amount": "5.49",
+             "currency-0-credit-1-account_code": Accounts.BANK,
+             "currency-0-credit-1-summary": " Lunch—Pizza  ",
+             "currency-0-credit-1-amount": "5.49"}]
+

tests/test_transaction.py

@@ -31,7 +31,7 @@ from testlib import get_client
 from testlib_txn import Accounts, get_add_form, get_unchanged_update_form, \
     get_update_form, match_txn_detail, set_negative_amount, \
     remove_debit_in_a_currency, remove_credit_in_a_currency, NEXT_URI, \
-    NON_EMPTY_NOTE, EMPTY_NOTE
+    NON_EMPTY_NOTE, EMPTY_NOTE, add_txn
 
 PREFIX: str = "/accounting/transactions"
 """The URL prefix of the transaction management."""
@@ -75,7 +75,7 @@ class CashIncomeTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         client, csrf_token = get_client(self.app, "nobody")
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         add_form: dict[str, str] = self.__get_add_form()
         add_form["csrf_token"] = csrf_token
         update_form: dict[str, str] = self.__get_update_form(txn_id)
@@ -110,7 +110,7 @@ class CashIncomeTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         client, csrf_token = get_client(self.app, "viewer")
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         add_form: dict[str, str] = self.__get_add_form()
         add_form["csrf_token"] = csrf_token
         update_form: dict[str, str] = self.__get_update_form(txn_id)
@@ -144,7 +144,7 @@ class CashIncomeTransactionTestCase(unittest.TestCase):
 
         :return: None.
         """
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         add_form: dict[str, str] = self.__get_add_form()
         update_form: dict[str, str] = self.__get_update_form(txn_id)
         response: httpx.Response
@@ -326,7 +326,7 @@ class CashIncomeTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Transaction, TransactionCurrency
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         detail_uri: str = f"{PREFIX}/{txn_id}?next=%2F_next"
         edit_uri: str = f"{PREFIX}/{txn_id}/edit?next=%2F_next"
         update_uri: str = f"{PREFIX}/{txn_id}/update"
@@ -479,7 +479,7 @@ class CashIncomeTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Transaction
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         detail_uri: str = f"{PREFIX}/{txn_id}?next=%2F_next"
         update_uri: str = f"{PREFIX}/{txn_id}/update"
         txn: Transaction
@@ -513,7 +513,7 @@ class CashIncomeTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Transaction
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         editor_username, editor2_username = "editor", "editor2"
         client, csrf_token = get_client(self.app, editor2_username)
         detail_uri: str = f"{PREFIX}/{txn_id}?next=%2F_next"
@@ -542,7 +542,7 @@ class CashIncomeTransactionTestCase(unittest.TestCase):
 
         :return: None.
         """
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         detail_uri: str = f"{PREFIX}/{txn_id}?next=%2F_next"
         delete_uri: str = f"{PREFIX}/{txn_id}/delete"
         response: httpx.Response
@@ -562,17 +562,6 @@ class CashIncomeTransactionTestCase(unittest.TestCase):
                                           "next": NEXT_URI})
         self.assertEqual(response.status_code, 404)
 
-    def __add_txn(self) -> int:
-        """Adds a transaction.
-
-        :return: The newly-added transaction ID..
-        """
-        store_uri: str = f"{PREFIX}/store/income"
-        form: dict[str, str] = self.__get_add_form()
-        response: httpx.Response = self.client.post(store_uri, data=form)
-        self.assertEqual(response.status_code, 302)
-        return match_txn_detail(response.headers["Location"])
-
     def __get_add_form(self) -> dict[str, str]:
         """Returns the form data to add a new transaction.
 
@@ -647,7 +636,7 @@ class CashExpenseTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         client, csrf_token = get_client(self.app, "nobody")
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         add_form: dict[str, str] = self.__get_add_form()
         add_form["csrf_token"] = csrf_token
         update_form: dict[str, str] = self.__get_update_form(txn_id)
@@ -682,7 +671,7 @@ class CashExpenseTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         client, csrf_token = get_client(self.app, "viewer")
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         add_form: dict[str, str] = self.__get_add_form()
         add_form["csrf_token"] = csrf_token
         update_form: dict[str, str] = self.__get_update_form(txn_id)
@@ -716,7 +705,7 @@ class CashExpenseTransactionTestCase(unittest.TestCase):
 
         :return: None.
         """
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         add_form: dict[str, str] = self.__get_add_form()
         update_form: dict[str, str] = self.__get_update_form(txn_id)
         response: httpx.Response
@@ -901,7 +890,7 @@ class CashExpenseTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Transaction, TransactionCurrency
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         detail_uri: str = f"{PREFIX}/{txn_id}?next=%2F_next"
         edit_uri: str = f"{PREFIX}/{txn_id}/edit?next=%2F_next"
         update_uri: str = f"{PREFIX}/{txn_id}/update"
@@ -1058,7 +1047,7 @@ class CashExpenseTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Transaction
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         detail_uri: str = f"{PREFIX}/{txn_id}?next=%2F_next"
         update_uri: str = f"{PREFIX}/{txn_id}/update"
         txn: Transaction
@@ -1092,7 +1081,7 @@ class CashExpenseTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Transaction
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         editor_username, editor2_username = "editor", "editor2"
         client, csrf_token = get_client(self.app, editor2_username)
         detail_uri: str = f"{PREFIX}/{txn_id}?next=%2F_next"
@@ -1121,7 +1110,7 @@ class CashExpenseTransactionTestCase(unittest.TestCase):
 
         :return: None.
         """
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         detail_uri: str = f"{PREFIX}/{txn_id}?next=%2F_next"
         delete_uri: str = f"{PREFIX}/{txn_id}/delete"
         response: httpx.Response
@@ -1141,17 +1130,6 @@ class CashExpenseTransactionTestCase(unittest.TestCase):
                                           "next": NEXT_URI})
         self.assertEqual(response.status_code, 404)
 
-    def __add_txn(self) -> int:
-        """Adds a transaction.
-
-        :return: The newly-added transaction ID..
-        """
-        store_uri: str = f"{PREFIX}/store/expense"
-        form: dict[str, str] = self.__get_add_form()
-        response: httpx.Response = self.client.post(store_uri, data=form)
-        self.assertEqual(response.status_code, 302)
-        return match_txn_detail(response.headers["Location"])
-
     def __get_add_form(self) -> dict[str, str]:
         """Returns the form data to add a new transaction.
 
@@ -1226,7 +1204,7 @@ class TransferTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         client, csrf_token = get_client(self.app, "nobody")
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         add_form: dict[str, str] = self.__get_add_form()
         add_form["csrf_token"] = csrf_token
         update_form: dict[str, str] = self.__get_update_form(txn_id)
@@ -1261,7 +1239,7 @@ class TransferTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         client, csrf_token = get_client(self.app, "viewer")
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         add_form: dict[str, str] = self.__get_add_form()
         add_form["csrf_token"] = csrf_token
         update_form: dict[str, str] = self.__get_update_form(txn_id)
@@ -1295,7 +1273,7 @@ class TransferTransactionTestCase(unittest.TestCase):
 
         :return: None.
         """
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         add_form: dict[str, str] = self.__get_add_form()
         update_form: dict[str, str] = self.__get_update_form(txn_id)
         response: httpx.Response
@@ -1507,7 +1485,7 @@ class TransferTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Transaction, TransactionCurrency
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         detail_uri: str = f"{PREFIX}/{txn_id}?next=%2F_next"
         edit_uri: str = f"{PREFIX}/{txn_id}/edit?next=%2F_next"
         update_uri: str = f"{PREFIX}/{txn_id}/update"
@@ -1698,7 +1676,7 @@ class TransferTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Transaction
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         detail_uri: str = f"{PREFIX}/{txn_id}?next=%2F_next"
         update_uri: str = f"{PREFIX}/{txn_id}/update"
         txn: Transaction
@@ -1732,7 +1710,7 @@ class TransferTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Transaction
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         editor_username, editor2_username = "editor", "editor2"
         client, csrf_token = get_client(self.app, editor2_username)
         detail_uri: str = f"{PREFIX}/{txn_id}?next=%2F_next"
@@ -1762,7 +1740,7 @@ class TransferTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Transaction, TransactionCurrency
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         detail_uri: str = f"{PREFIX}/{txn_id}?as=income&next=%2F_next"
         update_uri: str = f"{PREFIX}/{txn_id}/update?as=income"
         form_0: dict[str, str] = self.__get_update_form(txn_id)
@@ -1861,7 +1839,7 @@ class TransferTransactionTestCase(unittest.TestCase):
         :return: None.
         """
         from accounting.models import Transaction, TransactionCurrency
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         detail_uri: str = f"{PREFIX}/{txn_id}?as=expense&next=%2F_next"
         update_uri: str = f"{PREFIX}/{txn_id}/update?as=expense"
         form_0: dict[str, str] = self.__get_update_form(txn_id)
@@ -1963,7 +1941,7 @@ class TransferTransactionTestCase(unittest.TestCase):
 
         :return: None.
         """
-        txn_id: int = self.__add_txn()
+        txn_id: int = add_txn(self.client, self.__get_add_form())
         detail_uri: str = f"{PREFIX}/{txn_id}?next=%2F_next"
         delete_uri: str = f"{PREFIX}/{txn_id}/delete"
         response: httpx.Response
@@ -1983,17 +1961,6 @@ class TransferTransactionTestCase(unittest.TestCase):
                                           "next": NEXT_URI})
         self.assertEqual(response.status_code, 404)
 
-    def __add_txn(self) -> int:
-        """Adds a transaction.
-
-        :return: The newly-added transaction ID..
-        """
-        store_uri: str = f"{PREFIX}/store/transfer"
-        form: dict[str, str] = self.__get_add_form()
-        response: httpx.Response = self.client.post(store_uri, data=form)
-        self.assertEqual(response.status_code, 302)
-        return match_txn_detail(response.headers["Location"])
-
     def __get_add_form(self) -> dict[str, str]:
         """Returns the form data to add a new transaction.
 
@@ -2062,11 +2029,11 @@ class TransactionReorderTestCase(unittest.TestCase):
         from accounting.models import Transaction
         response: httpx.Response
 
-        id_1: int = self.__add_income_txn()
+        id_1: int = add_txn(self.client, self.__get_add_income_form())
-        id_2: int = self.__add_expense_txn()
+        id_2: int = add_txn(self.client, self.__get_add_expense_form())
-        id_3: int = self.__add_transfer_txn()
+        id_3: int = add_txn(self.client, self.__get_add_transfer_form())
-        id_4: int = self.__add_income_txn()
+        id_4: int = add_txn(self.client, self.__get_add_income_form())
-        id_5: int = self.__add_expense_txn()
+        id_5: int = add_txn(self.client, self.__get_add_expense_form())
 
         with self.app.app_context():
             txn_1: Transaction = db.session.get(Transaction, id_1)
@@ -2108,11 +2075,11 @@ class TransactionReorderTestCase(unittest.TestCase):
         from accounting.models import Transaction
         response: httpx.Response
 
-        id_1: int = self.__add_income_txn()
+        id_1: int = add_txn(self.client, self.__get_add_income_form())
-        id_2: int = self.__add_expense_txn()
+        id_2: int = add_txn(self.client, self.__get_add_expense_form())
-        id_3: int = self.__add_transfer_txn()
+        id_3: int = add_txn(self.client, self.__get_add_transfer_form())
-        id_4: int = self.__add_income_txn()
+        id_4: int = add_txn(self.client, self.__get_add_income_form())
-        id_5: int = self.__add_expense_txn()
+        id_5: int = add_txn(self.client, self.__get_add_expense_form())
 
         with self.app.app_context():
             txn_date: date = db.session.get(Transaction, id_1).date
@@ -2160,17 +2127,6 @@ class TransactionReorderTestCase(unittest.TestCase):
             self.assertEqual(db.session.get(Transaction, id_4).no, 1)
             self.assertEqual(db.session.get(Transaction, id_5).no, 5)
 
-    def __add_income_txn(self) -> int:
-        """Adds a transaction.
-
-        :return: The newly-added transaction ID..
-        """
-        store_uri: str = f"{PREFIX}/store/income"
-        form: dict[str, str] = self.__get_add_income_form()
-        response: httpx.Response = self.client.post(store_uri, data=form)
-        self.assertEqual(response.status_code, 302)
-        return match_txn_detail(response.headers["Location"])
-
     def __get_add_income_form(self) -> dict[str, str]:
         """Returns the form data to add a new transaction.
 
@@ -2180,17 +2136,6 @@ class TransactionReorderTestCase(unittest.TestCase):
         form = {x: form[x] for x in form if "-debit-" not in x}
         return form
 
-    def __add_expense_txn(self) -> int:
-        """Adds a transaction.
-
-        :return: The newly-added transaction ID..
-        """
-        store_uri: str = f"{PREFIX}/store/expense"
-        form: dict[str, str] = self.__get_add_expense_form()
-        response: httpx.Response = self.client.post(store_uri, data=form)
-        self.assertEqual(response.status_code, 302)
-        return match_txn_detail(response.headers["Location"])
-
     def __get_add_expense_form(self) -> dict[str, str]:
         """Returns the form data to add a new transaction.
 
@@ -2214,17 +2159,6 @@ class TransactionReorderTestCase(unittest.TestCase):
         form = {x: form[x] for x in form if "-credit-" not in x}
         return form
 
-    def __add_transfer_txn(self) -> int:
-        """Adds a transaction.
-
-        :return: The newly-added transaction ID..
-        """
-        store_uri: str = f"{PREFIX}/store/transfer"
-        form: dict[str, str] = self.__get_add_transfer_form()
-        response: httpx.Response = self.client.post(store_uri, data=form)
-        self.assertEqual(response.status_code, 302)
-        return match_txn_detail(response.headers["Location"])
-
     def __get_add_transfer_form(self) -> dict[str, str]:
         """Returns the form data to add a new transaction.
 

tests/testlib_txn.py

@@ -22,6 +22,7 @@ from decimal import Decimal
 from datetime import date
 from secrets import randbelow
 
+import httpx
 from flask import Flask
 
 from test_site import db
@@ -38,11 +39,14 @@ class Accounts:
     """The shortcuts to the common accounts."""
     CASH: str = "1111-001"
     BANK: str = "1113-001"
+    PREPAID: str = "1258-001"
+    PAYABLE: str = "2141-001"
     SALES: str = "4111-001"
     SERVICE: str = "4611-001"
     AGENCY: str = "4711-001"
-    OFFICE: str = "5153-001"
+    OFFICE: str = "6153-001"
-    TRAVEL: str = "5154-001"
+    TRAVEL: str = "6154-001"
+    MEAL: str = "6172-001"
     INTEREST: str = "4111-001"
     DONATION: str = "7481-001"
     RENT: str = "7482-001"
@@ -381,6 +385,25 @@ def __get_currency_prefix(form: dict[str, str], code: str) -> str:
     return m.group(1)
 
 
+def add_txn(client: httpx.Client, form: dict[str, str]) -> int:
+    """Adds a transfer transaction.
+
+    :param client: The client.
+    :param form: The form data.
+    :return: The newly-added transaction ID.
+    """
+    prefix: str = "/accounting/transactions"
+    txn_type: str = "transfer"
+    if len({x for x in form if "-debit-" in x}) == 0:
+        txn_type = "income"
+    elif len({x for x in form if "-credit-" in x}) == 0:
+        txn_type = "expense"
+    store_uri = f"{prefix}/store/{txn_type}"
+    response: httpx.Response = client.post(store_uri, data=form)
+    assert response.status_code == 302
+    return match_txn_detail(response.headers["Location"])
+
+
 def match_txn_detail(location: str) -> int:
     """Validates if the redirect location is the transaction detail, and
     returns the transaction ID on success.