Advanced to version 0.5.0.

docs/source/accounting.report.period.rst

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

docs/source/accounting.report.reports.rst

@@ -1,14 +1,6 @@
 accounting.report.reports package
 =================================
 
-Subpackages
------------
-
-.. toctree::
-   :maxdepth: 4
-
-   accounting.report.reports.utils
-
 Submodules
 ----------
 

docs/source/accounting.report.reports.utils.rst

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

docs/source/accounting.report.rst

@@ -7,7 +7,9 @@ Subpackages
 .. toctree::
    :maxdepth: 4
 
+   accounting.report.period
    accounting.report.reports
+   accounting.report.utils
 
 Submodules
 ----------
@@ -20,22 +22,6 @@ accounting.report.converters module
    :undoc-members:
    :show-inheritance:
 
-accounting.report.income\_expense\_account module
--------------------------------------------------
-
-.. automodule:: accounting.report.income_expense_account
-   :members:
-   :undoc-members:
-   :show-inheritance:
-
-accounting.report.period module
--------------------------------
-
-.. automodule:: accounting.report.period
-   :members:
-   :undoc-members:
-   :show-inheritance:
-
 accounting.report.template\_filters module
 ------------------------------------------
 

docs/source/accounting.report.utils.rst

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

setup.cfg

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

src/accounting/account/commands.py

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

src/accounting/account/forms.py

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

src/accounting/account/queries.py

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

src/accounting/models.py

@@ -113,8 +113,8 @@ class Account(db.Model):
     """The account number under the base account."""
     title_l10n = db.Column("title", db.String, nullable=False)
     """The title."""
-    is_pay_off_needed = db.Column(db.Boolean, nullable=False, default=False)
-    """Whether the entries of this account need pay-off."""
+    is_offset_needed = db.Column(db.Boolean, nullable=False, default=False)
+    """Whether the entries of this account need offset."""
     created_at = db.Column(db.DateTime(timezone=True), nullable=False,
                            server_default=db.func.now())
     """The time of creation."""
@@ -597,15 +597,15 @@ class JournalEntry(db.Model):
     """True for a debit entry, or False for a credit entry."""
     no = db.Column(db.Integer, nullable=False)
     """The entry number under the transaction and debit or credit."""
-    pay_off_target_id = db.Column(db.Integer,
+    offset_original_id = db.Column(db.Integer,
                                    db.ForeignKey(id, onupdate="CASCADE"),
                                    nullable=True)
-    """The ID of the pay-off target entry."""
-    pay_off_target = db.relationship("JournalEntry", back_populates="pay_off",
+    """The ID of the original entry to offset."""
+    offset_original = db.relationship("JournalEntry", back_populates="offsets",
                                       remote_side=id, passive_deletes=True)
-    """The pay-off target entry."""
-    pay_off = db.relationship("JournalEntry", back_populates="pay_off_target")
-    """The pay-off entries."""
+    """The original entry to offset."""
+    offsets = db.relationship("JournalEntry", back_populates="offset_original")
+    """The offset entries."""
     currency_code = db.Column(db.String,
                               db.ForeignKey(Currency.code, onupdate="CASCADE"),
                               nullable=False)

src/accounting/report/__init__.py

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

src/accounting/report/converters.py

@@ -23,8 +23,8 @@ from flask import abort
 from werkzeug.routing import BaseConverter
 
 from accounting.models import Account
-from .income_expense_account import IncomeExpensesAccount
-from .period import Period
+from .period import Period, get_period
+from .utils.ie_account import IncomeExpensesAccount
 
 
 class PeriodConverter(BaseConverter):
@@ -38,7 +38,7 @@ class PeriodConverter(BaseConverter):
         :return: The corresponding period.
         """
         try:
-            return Period.get_instance(value)
+            return get_period(value)
         except ValueError:
             abort(404)
 

src/accounting/report/period.py

@@ -1,633 +0,0 @@
-# The Mia! Accounting Flask Project.
-# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/4
-
-#  Copyright (c) 2023 imacat.
-#
-#  Licensed under the Apache License, Version 2.0 (the "License");
-#  you may not use this file except in compliance with the License.
-#  You may obtain a copy of the License at
-#
-#      http://www.apache.org/licenses/LICENSE-2.0
-#
-#  Unless required by applicable law or agreed to in writing, software
-#  distributed under the License is distributed on an "AS IS" BASIS,
-#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
-#  See the License for the specific language governing permissions and
-#  limitations under the License.
-"""The date period.
-
-This file is largely taken from the NanoParma ERP project, first written in
-2021/9/16 by imacat (imacat@nanoparma.com).
-
-"""
-import calendar
-import datetime
-import re
-import typing as t
-
-from accounting.locale import gettext
-
-
-class Period:
-    """A date period."""
-
-    def __init__(self, start: datetime.date | None, end: datetime.date | None):
-        """Constructs a new date period.
-
-        :param start: The start date, or None from the very beginning.
-        :param end: The end date, or None till no end.
-        """
-        self.start: datetime.date | None = start
-        """The start of the period."""
-        self.end: datetime.date | None = end
-        """The end of the period."""
-        self.is_default: bool = False
-        """Whether the is the default period."""
-        self.is_this_month: bool = False
-        """Whether the period is this month."""
-        self.is_last_month: bool = False
-        """Whether the period is last month."""
-        self.is_since_last_month: bool = False
-        """Whether the period is since last month."""
-        self.is_this_year: bool = False
-        """Whether the period is this year."""
-        self.is_last_year: bool = False
-        """Whether the period is last year."""
-        self.is_today: bool = False
-        """Whether the period is today."""
-        self.is_yesterday: bool = False
-        """Whether the period is yesterday."""
-        self.is_all: bool = start is None and end is None
-        """Whether the period is all time."""
-        self.spec: str = ""
-        """The period specification."""
-        self.desc: str = ""
-        """The text description."""
-        self.is_a_month: bool = False
-        """Whether the period is a whole month."""
-        self.is_type_month: bool = False
-        """Whether the period is for the month chooser."""
-        self.is_a_year: bool = False
-        """Whether the period is a whole year."""
-        self.is_a_day: bool = False
-        """Whether the period is a single day."""
-        self._set_properties()
-
-    def _set_properties(self) -> None:
-        """Sets the following properties.
-
-        * self.spec
-        * self.desc
-        * self.is_a_month
-        * self.is_type_month
-        * self.is_a_year
-        * self.is_a_day
-
-        Override this method to set the properties in the subclasses.
-
-        :return: None.
-        """
-        self.spec = PeriodSpecification(self).spec
-        self.desc = PeriodDescription(self).desc
-        if self.start is None or self.end is None:
-            return
-        self.is_a_month = self.start.day == 1 \
-            and self.end == _month_end(self.start)
-        self.is_type_month = self.is_a_month
-        self.is_a_year = self.start == datetime.date(self.start.year, 1, 1) \
-            and self.end == datetime.date(self.start.year, 12, 31)
-        self.is_a_day = self.start == self.end
-
-    @classmethod
-    def get_instance(cls, spec: str | None = None) -> t.Self:
-        """Returns a period instance.
-
-        :param spec: The period specification, or omit for the default.
-        :return: The period instance.
-        :raise ValueError: When the period is invalid.
-        """
-        if spec is None:
-            return ThisMonth()
-        named_periods: dict[str, t.Type[t.Callable[[], Period]]] = {
-            "this-month": lambda: ThisMonth(),
-            "last-month": lambda: LastMonth(),
-            "since-last-month": lambda: SinceLastMonth(),
-            "this-year": lambda: ThisYear(),
-            "last-year": lambda: LastYear(),
-            "today": lambda: Today(),
-            "yesterday": lambda: Yesterday(),
-        }
-        if spec in named_periods:
-            return named_periods[spec]()
-        start: datetime.date
-        end: datetime.date
-        start, end = _parse_period_spec(spec)
-        if start is not None and end is not None and start > end:
-            raise ValueError
-        return cls(start, end)
-
-    def is_year(self, year: int) -> bool:
-        """Returns whether the period is the specific year period.
-
-        :param year: The year.
-        :return: True if the period is the year period, or False otherwise.
-        """
-        if not self.is_a_year:
-            return False
-        return self.start.year == year
-
-    @property
-    def is_type_arbitrary(self) -> bool:
-        """Returns whether this period is an arbitrary period.
-
-        :return: True if this is an arbitrary period, or False otherwise.
-        """
-        return not self.is_type_month and not self.is_a_year \
-            and not self.is_a_day
-
-    @property
-    def before(self) -> t.Self | None:
-        """Returns the period before this period.
-
-        :return: The period before this period.
-        """
-        if self.start is None:
-            return None
-        return Period(None, self.start - datetime.timedelta(days=1))
-
-
-class PeriodSpecification:
-    """The period specification composer."""
-
-    def __init__(self, period: Period):
-        """Constructs the period specification composer.
-
-        :param period: The period.
-        """
-        self.__start: datetime.date = period.start
-        self.__end: datetime.date = period.end
-        self.spec: str = self.__get_spec()
-
-    def __get_spec(self) -> str:
-        """Returns the period specification.
-
-        :return: The period specification.
-        """
-        if self.__start is None and self.__end is None:
-            return "-"
-        if self.__end is None:
-            return self.__get_since_spec()
-        if self.__start is None:
-            return self.__get_until_spec()
-        try:
-            return self.__get_year_spec()
-        except ValueError:
-            pass
-        try:
-            return self.__get_month_spec()
-        except ValueError:
-            pass
-        return self.__get_day_spec()
-
-    def __get_since_spec(self) -> str:
-        """Returns the period specification without the end day.
-
-        :return: The period specification without the end day
-        """
-        if self.__start.month == 1 and self.__start.day == 1:
-            return self.__start.strftime("%Y-")
-        if self.__start.day == 1:
-            return self.__start.strftime("%Y-%m-")
-        return self.__start.strftime("%Y-%m-%d-")
-
-    def __get_until_spec(self) -> str:
-        """Returns the period specification without the start day.
-
-        :return: The period specification without the start day
-        """
-        if self.__end.month == 12 and self.__end.day == 31:
-            return self.__end.strftime("-%Y")
-        if (self.__end + datetime.timedelta(days=1)).day == 1:
-            return self.__end.strftime("-%Y-%m")
-        return self.__end.strftime("-%Y-%m-%d")
-
-    def __get_year_spec(self) -> str:
-        """Returns the period specification as a year range.
-
-        :return: The period specification as a year range.
-        :raise ValueError: The period is not a year range.
-        """
-        if self.__start.month != 1 or self.__start.day != 1 \
-                or self.__end.month != 12 or self.__end.day != 31:
-            raise ValueError
-        if self.__start.year == self.__end.year:
-            return "%04d" % self.__start.year
-        return "%04d-%04d" % (self.__start.year, self.__end.year)
-
-    def __get_month_spec(self) -> str:
-        """Returns the period specification as a month range.
-
-        :return: The period specification as a month range.
-        :raise ValueError: The period is not a month range.
-        """
-        if self.__start.day != 1 or self.__end != _month_end(self.__end):
-            raise ValueError
-        if self.__start.year == self.__end.year \
-                and self.__start.month == self.__end.month:
-            return "%04d-%02d" % (self.__start.year, self.__start.month)
-        return "%04d-%02d-%04d-%02d" % (
-            self.__start.year, self.__start.month,
-            self.__end.year, self.__end.month)
-
-    def __get_day_spec(self) -> str:
-        """Returns the period specification as a day range.
-
-        :return: The period specification as a day range.
-        :raise ValueError: The period is a month or year range.
-        """
-        if self.__start == self.__end:
-            return "%04d-%02d-%02d" % (
-                self.__start.year, self.__start.month, self.__start.day)
-        return "%04d-%02d-%02d-%04d-%02d-%02d" % (
-            self.__start.year, self.__start.month, self.__start.day,
-            self.__end.year, self.__end.month, self.__end.day)
-
-
-class PeriodDescription:
-    """The period description composer."""
-
-    def __init__(self, period: Period):
-        """Constructs the period description composer.
-
-        :param period: The period.
-        """
-        self.__start: datetime.date = period.start
-        self.__end: datetime.date = period.end
-        self.desc: str = self.__get_desc()
-
-    def __get_desc(self) -> str:
-        """Returns the period description.
-
-        :return: The period description.
-        """
-        if self.__start is None and self.__end is None:
-            return gettext("for all time")
-        if self.__start is None:
-            return self.__get_until_desc()
-        if self.__end is None:
-            return self.__get_since_desc()
-        try:
-            return self.__get_year_desc()
-        except ValueError:
-            pass
-        try:
-            return self.__get_month_desc()
-        except ValueError:
-            pass
-        return self.__get_day_desc()
-
-    def __get_since_desc(self) -> str:
-        """Returns the description without the end day.
-
-        :return: The description without the end day.
-        """
-        def get_start_desc() -> str:
-            """Returns the description of the start day.
-
-            :return: The description of the start day.
-            """
-            if self.__start.month == 1 and self.__start.day == 1:
-                return str(self.__start.year)
-            if self.__start.day == 1:
-                return self.__format_month(self.__start)
-            return self.__format_date(self.__start)
-
-        return gettext("since %(start)s", start=get_start_desc())
-
-    def __get_until_desc(self) -> str:
-        """Returns the description without the start day.
-
-        :return: The description without the start day.
-        """
-        def get_end_desc() -> str:
-            """Returns the description of the end day.
-
-            :return: The description of the end day.
-            """
-            if self.__end.month == 12 and self.__end.day == 31:
-                return str(self.__end.year)
-            if (self.__end + datetime.timedelta(days=1)).day == 1:
-                return self.__format_month(self.__end)
-            return self.__format_date(self.__end)
-
-        return gettext("until %(end)s", end=get_end_desc())
-
-    def __get_year_desc(self) -> str:
-        """Returns the description as a year range.
-
-        :return: The description as a year range.
-        :raise ValueError: The period is not a year range.
-        """
-        if self.__start.month != 1 or self.__start.day != 1 \
-                or self.__end.month != 12 or self.__end.day != 31:
-            raise ValueError
-        start: str = str(self.__start.year)
-        if self.__start.year == self.__end.year:
-            return self.__get_in_desc(start)
-        return self.__get_from_to_desc(start, str(self.__end.year))
-
-    def __get_month_desc(self) -> str:
-        """Returns the description as a month range.
-
-        :return: The description as a month range.
-        :raise ValueError: The period is not a month range.
-        """
-        if self.__start.day != 1 or self.__end != _month_end(self.__end):
-            raise ValueError
-        start: str = self.__format_month(self.__start)
-        if self.__start.year == self.__end.year \
-                and self.__start.month == self.__end.month:
-            return self.__get_in_desc(start)
-        if self.__start.year == self.__end.year:
-            return self.__get_from_to_desc(start, str(self.__end.month))
-        return self.__get_from_to_desc(start, self.__format_month(self.__end))
-
-    def __get_day_desc(self) -> str:
-        """Returns the description as a day range.
-
-        :return: The description as a day range.
-        :raise ValueError: The period is a month or year range.
-        """
-        start: str = self.__format_day(self.__start)
-        if self.__start == self.__end:
-            return self.__get_in_desc(start)
-        if self.__start.year == self.__end.year \
-                and self.__start.month == self.__end.month:
-            return self.__get_from_to_desc(start, str(self.__end.day))
-        if self.__start.year == self.__end.year:
-            end_month_day: str = f"{self.__end.month}/{self.__end.day}"
-            return self.__get_from_to_desc(start, end_month_day)
-        return self.__get_from_to_desc(start, self.__format_day(self.__end))
-
-    @staticmethod
-    def __format_date(date: datetime.date) -> str:
-        """Formats a date.
-
-        :param date: The date.
-        :return: The formatted date.
-        """
-        return f"{date.year}/{date.month}/{date.day}"
-
-    @staticmethod
-    def __format_month(month: datetime.date) -> str:
-        """Formats a month.
-
-        :param month: The month.
-        :return: The formatted month.
-        """
-        return f"{month.year}/{month.month}"
-
-    @staticmethod
-    def __format_day(day: datetime.date) -> str:
-        """Formats a day.
-
-        :param day: The day.
-        :return: The formatted day.
-        """
-        return f"{day.year}/{day.month}/{day.day}"
-
-    @staticmethod
-    def __get_in_desc(period: str) -> str:
-        """Returns the description of a whole year, month, or day.
-
-        :param period: The time period.
-        :return: The description of a whole year, month, or day.
-        """
-        return gettext("in %(period)s", period=period)
-
-    @staticmethod
-    def __get_from_to_desc(start: str, end: str) -> str:
-        """Returns the description of a separated start and end.
-
-        :param start: The start.
-        :param end: The end.
-        :return: The description of the separated start and end.
-        """
-        return gettext("in %(start)s-%(end)s", start=start, end=end)
-
-
-class ThisMonth(Period):
-    """The period of this month."""
-    def __init__(self):
-        today: datetime.date = datetime.date.today()
-        this_month_start: datetime.date \
-            = datetime.date(today.year, today.month, 1)
-        super().__init__(this_month_start, _month_end(today))
-        self.is_default = True
-        self.is_this_month = True
-
-    def _set_properties(self) -> None:
-        self.spec = "this-month"
-        self.desc = gettext("This month")
-        self.is_a_month = True
-        self.is_type_month = True
-
-
-class LastMonth(Period):
-    """The period of this month."""
-    def __init__(self):
-        today: datetime.date = datetime.date.today()
-        year: int = today.year
-        month: int = today.month - 1
-        if month < 1:
-            year = year - 1
-            month = 12
-        start: datetime.date = datetime.date(year, month, 1)
-        super().__init__(start, _month_end(start))
-        self.is_last_month = True
-
-    def _set_properties(self) -> None:
-        self.spec = "last-month"
-        self.desc = gettext("Last month")
-        self.is_a_month = True
-        self.is_type_month = True
-
-
-class SinceLastMonth(Period):
-    """The period of this month."""
-    def __init__(self):
-        today: datetime.date = datetime.date.today()
-        year: int = today.year
-        month: int = today.month - 1
-        if month < 1:
-            year = year - 1
-            month = 12
-        start: datetime.date = datetime.date(year, month, 1)
-        super().__init__(start, None)
-        self.is_since_last_month = True
-
-    def _set_properties(self) -> None:
-        self.spec = "since-last-month"
-        self.desc = gettext("Since last month")
-        self.is_type_month = True
-
-
-class ThisYear(Period):
-    """The period of this year."""
-    def __init__(self):
-        year: int = datetime.date.today().year
-        start: datetime.date = datetime.date(year, 1, 1)
-        end: datetime.date = datetime.date(year, 12, 31)
-        super().__init__(start, end)
-        self.is_this_year = True
-
-    def _set_properties(self) -> None:
-        self.spec = "this-year"
-        self.desc = gettext("This year")
-        self.is_a_year = True
-
-
-class LastYear(Period):
-    """The period of last year."""
-    def __init__(self):
-        year: int = datetime.date.today().year
-        start: datetime.date = datetime.date(year - 1, 1, 1)
-        end: datetime.date = datetime.date(year - 1, 12, 31)
-        super().__init__(start, end)
-        self.is_last_year = True
-
-    def _set_properties(self) -> None:
-        self.spec = "last-year"
-        self.desc = gettext("Last year")
-        self.is_a_year = True
-
-
-class Today(Period):
-    """The period of today."""
-    def __init__(self):
-        today: datetime.date = datetime.date.today()
-        super().__init__(today, today)
-        self.is_this_year = True
-
-    def _set_properties(self) -> None:
-        self.spec = "today"
-        self.desc = gettext("Today")
-        self.is_a_day = True
-        self.is_today = True
-
-
-class Yesterday(Period):
-    """The period of yesterday."""
-    def __init__(self):
-        yesterday: datetime.date \
-            = datetime.date.today() - datetime.timedelta(days=1)
-        super().__init__(yesterday, yesterday)
-        self.is_this_year = True
-
-    def _set_properties(self) -> None:
-        self.spec = "yesterday"
-        self.desc = gettext("Yesterday")
-        self.is_a_day = True
-        self.is_yesterday = True
-
-
-class TemplatePeriod(Period):
-    """The period template."""
-    def __init__(self):
-        super().__init__(None, None)
-
-    def _set_properties(self) -> None:
-        self.spec = "PERIOD"
-
-
-class YearPeriod(Period):
-    """A year period."""
-    def __init__(self, year: int):
-        """Constructs a year period.
-
-        :param year: The year.
-        """
-        start: datetime.date = datetime.date(year, 1, 1)
-        end: datetime.date = datetime.date(year, 12, 31)
-        super().__init__(start, end)
-        self.spec = str(year)
-        self.is_a_year = True
-
-
-DATE_SPEC_RE: str = r"(\d{4})(?:-(\d{2})(?:-(\d{2}))?)?"
-"""The regular expression of a date specification."""
-
-
-def _parse_period_spec(text: str) \
-        -> tuple[datetime.date | None, datetime.date | None]:
-    """Parses the period specification.
-
-    :param text: The period specification.
-    :return: The start and end day of the period.  The start and end day
-        may be None.
-    :raise ValueError: When the date is invalid.
-    """
-    if text == "-":
-        return None, None
-    m = re.match(f"^{DATE_SPEC_RE}$", text)
-    if m is not None:
-        return __get_start(m[1], m[2], m[3]), \
-               __get_end(m[1], m[2], m[3])
-    m = re.match(f"^{DATE_SPEC_RE}-$", text)
-    if m is not None:
-        return __get_start(m[1], m[2], m[3]), None
-    m = re.match(f"-{DATE_SPEC_RE}$", text)
-    if m is not None:
-        return None, __get_end(m[1], m[2], m[3])
-    m = re.match(f"^{DATE_SPEC_RE}-{DATE_SPEC_RE}$", text)
-    if m is not None:
-        return __get_start(m[1], m[2], m[3]), \
-               __get_end(m[4], m[5], m[6])
-    raise ValueError
-
-
-def __get_start(year: str, month: str | None, day: str | None)\
-        -> datetime.date:
-    """Returns the start of the period from the date representation.
-
-    :param year: The year.
-    :param month: The month, if any.
-    :param day: The day, if any.
-    :return: The start of the period.
-    :raise ValueError: When the date is invalid.
-    """
-    if day is not None:
-        return datetime.date(int(year), int(month), int(day))
-    if month is not None:
-        return datetime.date(int(year), int(month), 1)
-    return datetime.date(int(year), 1, 1)
-
-
-def __get_end(year: str, month: str | None, day: str | None)\
-        -> datetime.date:
-    """Returns the end of the period from the date representation.
-
-    :param year: The year.
-    :param month: The month, if any.
-    :param day: The day, if any.
-    :return: The end of the period.
-    :raise ValueError: When the date is invalid.
-    """
-    if day is not None:
-        return datetime.date(int(year), int(month), int(day))
-    if month is not None:
-        year_n: int = int(year)
-        month_n: int = int(month)
-        day_n: int = calendar.monthrange(year_n, month_n)[1]
-        return datetime.date(year_n, month_n, day_n)
-    return datetime.date(int(year), 12, 31)
-
-
-def _month_end(date: datetime.date) -> datetime.date:
-    """Returns the end day of month for a date.
-
-    :param date: The date.
-    :return: The end day of the month of that day.
-    """
-    day: int = calendar.monthrange(date.year, date.month)[1]
-    return datetime.date(date.year, date.month, day)

src/accounting/report/period/__init__.py

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

src/accounting/report/period/chooser.py

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

src/accounting/report/period/description.py

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

src/accounting/report/period/month_end.py

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

src/accounting/report/period/parser.py

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

src/accounting/report/period/period.py

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

src/accounting/report/period/shortcuts.py

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

src/accounting/report/period/specification.py

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

src/accounting/report/reports/balance_sheet.py

@@ -26,15 +26,16 @@ from accounting import db
 from accounting.locale import gettext
 from accounting.models import Currency, BaseAccount, Account, Transaction, \
     JournalEntry
-from accounting.report.period import Period
-from .utils.base_page_params import BasePageParams
-from .utils.base_report import BaseReport
-from .utils.csv_export import BaseCSVRow, csv_download, period_spec
-from .utils.option_link import OptionLink
-from .utils.period_choosers import BalanceSheetPeriodChooser
-from .utils.report_chooser import ReportChooser
-from .utils.report_type import ReportType
-from .utils.urls import ledger_url, balance_sheet_url, income_statement_url
+from accounting.report.period import Period, PeriodChooser
+from accounting.report.utils.base_page_params import BasePageParams
+from accounting.report.utils.base_report import BaseReport
+from accounting.report.utils.csv_export import BaseCSVRow, csv_download, \
+    period_spec
+from accounting.report.utils.option_link import OptionLink
+from accounting.report.utils.report_chooser import ReportChooser
+from accounting.report.utils.report_type import ReportType
+from accounting.report.utils.urls import ledger_url, balance_sheet_url, \
+    income_statement_url
 
 
 class ReportAccount:
@@ -317,8 +318,8 @@ class PageParams(BasePageParams):
         """The liabilities."""
         self.owner_s_equity: Section = owner_s_equity
         """The owner's equity."""
-        self.period_chooser: BalanceSheetPeriodChooser \
-            = BalanceSheetPeriodChooser(currency)
+        self.period_chooser: PeriodChooser = PeriodChooser(
+            lambda x: balance_sheet_url(currency, x))
         """The period chooser."""
 
     @property

src/accounting/report/reports/income_expenses.py

@@ -27,17 +27,17 @@ from sqlalchemy.orm import selectinload
 from accounting import db
 from accounting.locale import gettext
 from accounting.models import Currency, Account, Transaction, JournalEntry
-from accounting.report.income_expense_account import IncomeExpensesAccount
-from accounting.report.period import Period
+from accounting.report.period import Period, PeriodChooser
+from accounting.report.utils.base_page_params import BasePageParams
+from accounting.report.utils.base_report import BaseReport
+from accounting.report.utils.csv_export import BaseCSVRow, csv_download, \
+    period_spec
+from accounting.report.utils.ie_account import IncomeExpensesAccount
+from accounting.report.utils.option_link import OptionLink
+from accounting.report.utils.report_chooser import ReportChooser
+from accounting.report.utils.report_type import ReportType
+from accounting.report.utils.urls import income_expenses_url
 from accounting.utils.pagination import Pagination
-from .utils.base_page_params import BasePageParams
-from .utils.base_report import BaseReport
-from .utils.csv_export import BaseCSVRow, csv_download, period_spec
-from .utils.urls import income_expenses_url
-from .utils.option_link import OptionLink
-from .utils.period_choosers import IncomeExpensesPeriodChooser
-from .utils.report_chooser import ReportChooser
-from .utils.report_type import ReportType
 
 
 class ReportEntry:
@@ -289,8 +289,8 @@ class PageParams(BasePageParams):
         """The report entries."""
         self.total: ReportEntry | None = total
         """The total entry."""
-        self.period_chooser: IncomeExpensesPeriodChooser \
-            = IncomeExpensesPeriodChooser(currency, account)
+        self.period_chooser: PeriodChooser = PeriodChooser(
+            lambda x: income_expenses_url(currency, account, x))
         """The period chooser."""
 
     @property

src/accounting/report/reports/income_statement.py

@@ -26,15 +26,15 @@ from accounting import db
 from accounting.locale import gettext
 from accounting.models import Currency, BaseAccount, Account, Transaction, \
     JournalEntry
-from accounting.report.period import Period
-from .utils.base_page_params import BasePageParams
-from .utils.base_report import BaseReport
-from .utils.csv_export import BaseCSVRow, csv_download, period_spec
-from .utils.urls import ledger_url, income_statement_url
-from .utils.option_link import OptionLink
-from .utils.period_choosers import IncomeStatementPeriodChooser
-from .utils.report_chooser import ReportChooser
-from .utils.report_type import ReportType
+from accounting.report.period import Period, PeriodChooser
+from accounting.report.utils.base_page_params import BasePageParams
+from accounting.report.utils.base_report import BaseReport
+from accounting.report.utils.csv_export import BaseCSVRow, csv_download, \
+    period_spec
+from accounting.report.utils.option_link import OptionLink
+from accounting.report.utils.report_chooser import ReportChooser
+from accounting.report.utils.report_type import ReportType
+from accounting.report.utils.urls import ledger_url, income_statement_url
 
 
 class ReportAccount:
@@ -159,8 +159,9 @@ class PageParams(BasePageParams):
         self.__has_data: bool = has_data
         """True if there is any data, or False otherwise."""
         self.sections: list[Section] = sections
-        self.period_chooser: IncomeStatementPeriodChooser \
-            = IncomeStatementPeriodChooser(currency)
+        """The sections in the income statement."""
+        self.period_chooser: PeriodChooser = PeriodChooser(
+            lambda x: income_statement_url(currency, x))
         """The period chooser."""
 
     @property

src/accounting/report/reports/journal.py

@@ -26,14 +26,15 @@ from sqlalchemy.orm import selectinload
 
 from accounting.locale import gettext
 from accounting.models import Currency, Account, Transaction, JournalEntry
-from accounting.report.period import Period
+from accounting.report.period import Period, PeriodChooser
+from accounting.report.utils.base_page_params import BasePageParams
+from accounting.report.utils.base_report import BaseReport
+from accounting.report.utils.csv_export import BaseCSVRow, csv_download, \
+    period_spec
+from accounting.report.utils.report_chooser import ReportChooser
+from accounting.report.utils.report_type import ReportType
+from accounting.report.utils.urls import journal_url
 from accounting.utils.pagination import Pagination
-from .utils.base_page_params import BasePageParams
-from .utils.base_report import BaseReport
-from .utils.csv_export import BaseCSVRow, csv_download, period_spec
-from .utils.period_choosers import JournalPeriodChooser
-from .utils.report_chooser import ReportChooser
-from .utils.report_type import ReportType
 
 
 class ReportEntry:
@@ -122,8 +123,8 @@ class PageParams(BasePageParams):
         """The pagination."""
         self.entries: list[JournalEntry] = entries
         """The entries."""
-        self.period_chooser: JournalPeriodChooser \
-            = JournalPeriodChooser()
+        self.period_chooser: PeriodChooser = PeriodChooser(
+            lambda x: journal_url(x))
         """The period chooser."""
 
     @property

src/accounting/report/reports/ledger.py

@@ -27,16 +27,16 @@ from sqlalchemy.orm import selectinload
 from accounting import db
 from accounting.locale import gettext
 from accounting.models import Currency, Account, Transaction, JournalEntry
-from accounting.report.period import Period
+from accounting.report.period import Period, PeriodChooser
+from accounting.report.utils.base_page_params import BasePageParams
+from accounting.report.utils.base_report import BaseReport
+from accounting.report.utils.csv_export import BaseCSVRow, csv_download, \
+    period_spec
+from accounting.report.utils.option_link import OptionLink
+from accounting.report.utils.report_chooser import ReportChooser
+from accounting.report.utils.report_type import ReportType
+from accounting.report.utils.urls import ledger_url
 from accounting.utils.pagination import Pagination
-from .utils.base_page_params import BasePageParams
-from .utils.base_report import BaseReport
-from .utils.csv_export import BaseCSVRow, csv_download, period_spec
-from .utils.urls import ledger_url
-from .utils.option_link import OptionLink
-from .utils.period_choosers import LedgerPeriodChooser
-from .utils.report_chooser import ReportChooser
-from .utils.report_type import ReportType
 
 
 class ReportEntry:
@@ -110,6 +110,8 @@ class EntryCollector:
         """
         if self.__period.start is None:
             return None
+        if self.__account.base_code[0] not in {"1", "2", "3"}:
+            return None
         balance_func: sa.Function = sa.func.sum(sa.case(
             (JournalEntry.is_debit, JournalEntry.amount),
             else_=-JournalEntry.amount))
@@ -262,8 +264,8 @@ class PageParams(BasePageParams):
         """The entries."""
         self.total: ReportEntry | None = total
         """The total entry."""
-        self.period_chooser: LedgerPeriodChooser \
-            = LedgerPeriodChooser(currency, account)
+        self.period_chooser: PeriodChooser = PeriodChooser(
+            lambda x: ledger_url(currency, account, x))
         """The period chooser."""
 
     @property

src/accounting/report/reports/search.py

@@ -27,14 +27,14 @@ from sqlalchemy.orm import selectinload
 from accounting.locale import gettext
 from accounting.models import Currency, CurrencyL10n, Account, AccountL10n, \
     Transaction, JournalEntry
+from accounting.report.utils.base_page_params import BasePageParams
+from accounting.report.utils.base_report import BaseReport
+from accounting.report.utils.csv_export import csv_download
+from accounting.report.utils.report_chooser import ReportChooser
+from accounting.report.utils.report_type import ReportType
 from accounting.utils.pagination import Pagination
 from accounting.utils.query import parse_query_keywords
 from .journal import get_csv_rows
-from .utils.base_page_params import BasePageParams
-from .utils.base_report import BaseReport
-from .utils.csv_export import csv_download
-from .utils.report_chooser import ReportChooser
-from .utils.report_type import ReportType
 
 
 class EntryCollector:
@@ -91,8 +91,8 @@ class EntryCollector:
                Account.title_l10n.contains(k),
                code.contains(k),
                Account.id.in_(select_l10n)]
-        if k in gettext("Pay-off needed"):
-            conditions.append(Account.is_pay_off_needed)
+        if k in gettext("Need offset"):
+            conditions.append(Account.is_offset_needed)
         return sa.select(Account.id).filter(sa.or_(*conditions))
 
     @staticmethod

src/accounting/report/reports/trial_balance.py

@@ -25,15 +25,15 @@ from flask import Response, render_template
 from accounting import db
 from accounting.locale import gettext
 from accounting.models import Currency, Account, Transaction, JournalEntry
-from accounting.report.period import Period
-from .utils.base_page_params import BasePageParams
-from .utils.base_report import BaseReport
-from .utils.csv_export import BaseCSVRow, csv_download, period_spec
-from .utils.urls import ledger_url, trial_balance_url
-from .utils.option_link import OptionLink
-from .utils.period_choosers import TrialBalancePeriodChooser
-from .utils.report_chooser import ReportChooser
-from .utils.report_type import ReportType
+from accounting.report.period import Period, PeriodChooser
+from accounting.report.utils.base_page_params import BasePageParams
+from accounting.report.utils.base_report import BaseReport
+from accounting.report.utils.csv_export import BaseCSVRow, csv_download, \
+    period_spec
+from accounting.report.utils.option_link import OptionLink
+from accounting.report.utils.report_chooser import ReportChooser
+from accounting.report.utils.report_type import ReportType
+from accounting.report.utils.urls import ledger_url, trial_balance_url
 
 
 class ReportAccount:
@@ -121,8 +121,8 @@ class PageParams(BasePageParams):
         """The accounts in the trial balance."""
         self.total: Total = total
         """The total of the trial balance."""
-        self.period_chooser: TrialBalancePeriodChooser \
-            = TrialBalancePeriodChooser(currency)
+        self.period_chooser: PeriodChooser = PeriodChooser(
+            lambda x: trial_balance_url(currency, x))
         """The period chooser."""
 
     @property

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

@@ -1,194 +0,0 @@
-# The Mia! Accounting Flask Project.
-# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/4
-
-#  Copyright (c) 2023 imacat.
-#
-#  Licensed under the Apache License, Version 2.0 (the "License");
-#  you may not use this file except in compliance with the License.
-#  You may obtain a copy of the License at
-#
-#      http://www.apache.org/licenses/LICENSE-2.0
-#
-#  Unless required by applicable law or agreed to in writing, software
-#  distributed under the License is distributed on an "AS IS" BASIS,
-#  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
-#  See the License for the specific language governing permissions and
-#  limitations under the License.
-"""The period choosers.
-
-This file is largely taken from the NanoParma ERP project, first written in
-2021/9/16 by imacat (imacat@nanoparma.com).
-
-"""
-from abc import ABC, abstractmethod
-from datetime import date
-
-from accounting.models import Currency, Account, Transaction
-from accounting.report.income_expense_account import IncomeExpensesAccount
-from accounting.report.period import YearPeriod, Period, ThisMonth, \
-    LastMonth, SinceLastMonth, ThisYear, LastYear, Today, Yesterday, \
-    TemplatePeriod
-from .urls import journal_url, ledger_url, income_expenses_url, \
-    trial_balance_url, income_statement_url, balance_sheet_url
-
-
-class PeriodChooser(ABC):
-    """The period chooser."""
-
-    def __init__(self, start: date | None):
-        """Constructs a period chooser.
-
-        :param start: The start of the period.
-        """
-
-        # Shortcut periods
-        self.this_month_url: str = self._url_for(ThisMonth())
-        """The URL for this month."""
-        self.last_month_url: str = self._url_for(LastMonth())
-        """The URL for last month."""
-        self.since_last_month_url: str = self._url_for(SinceLastMonth())
-        """The URL since last mint."""
-        self.this_year_url: str = self._url_for(ThisYear())
-        """The URL for this year."""
-        self.last_year_url: str = self._url_for(LastYear())
-        """The URL for last year."""
-        self.today_url: str = self._url_for(Today())
-        """The URL for today."""
-        self.yesterday_url: str = self._url_for(Yesterday())
-        """The URL for yesterday."""
-        self.all_url: str = self._url_for(Period(None, None))
-        """The URL for all period."""
-        self.url_template: str = self._url_for(TemplatePeriod())
-        """The URL template."""
-
-        # Attributes
-        self.data_start: date | None = start
-        """The start of the data."""
-        self.has_data: bool = start is not None
-        """Whether there is any data."""
-        self.has_last_month: bool = False
-        """Where there is data in last month."""
-        self.has_last_year: bool = False
-        """Whether there is data in last year."""
-        self.has_yesterday: bool = False
-        """Whether there is data in yesterday."""
-        self.available_years: list[int] = []
-        """The available years."""
-
-        if self.has_data is not None:
-            today: date = date.today()
-            self.has_last_month = start < date(today.year, today.month, 1)
-            self.has_last_year = start.year < today.year
-            self.has_yesterday = start < today
-            if start.year < today.year - 1:
-                self.available_years \
-                    = reversed(range(start.year, today.year - 1))
-
-    @abstractmethod
-    def _url_for(self, period: Period) -> str:
-        """Returns the URL for a period.
-
-        :param period: The period.
-        :return: The URL for the period.
-        """
-        pass
-
-    def year_url(self, year: int) -> str:
-        """Returns the period URL of a year.
-
-        :param year: The year
-        :return: The period URL of the year.
-        """
-        return self._url_for(YearPeriod(year))
-
-
-class JournalPeriodChooser(PeriodChooser):
-    """The journal period chooser."""
-
-    def __init__(self):
-        """Constructs the journal period chooser."""
-        first: Transaction | None \
-            = Transaction.query.order_by(Transaction.date).first()
-        super().__init__(None if first is None else first.date)
-
-    def _url_for(self, period: Period) -> str:
-        return journal_url(period)
-
-
-class LedgerPeriodChooser(PeriodChooser):
-    """The ledger period chooser."""
-
-    def __init__(self, currency: Currency, account: Account):
-        """Constructs the ledger period chooser."""
-        self.currency: Currency = currency
-        """The currency."""
-        self.account: Account = account
-        """The account."""
-        first: Transaction | None \
-            = Transaction.query.order_by(Transaction.date).first()
-        super().__init__(None if first is None else first.date)
-
-    def _url_for(self, period: Period) -> str:
-        return ledger_url(self.currency, self.account, period)
-
-
-class IncomeExpensesPeriodChooser(PeriodChooser):
-    """The income and expenses log period chooser."""
-
-    def __init__(self, currency: Currency, account: IncomeExpensesAccount):
-        """Constructs the income and expenses log period chooser."""
-        self.currency: Currency = currency
-        """The currency."""
-        self.account: IncomeExpensesAccount = account
-        """The account."""
-        first: Transaction | None \
-            = Transaction.query.order_by(Transaction.date).first()
-        super().__init__(None if first is None else first.date)
-
-    def _url_for(self, period: Period) -> str:
-        return income_expenses_url(self.currency, self.account, period)
-
-
-class TrialBalancePeriodChooser(PeriodChooser):
-    """The trial balance period chooser."""
-
-    def __init__(self, currency: Currency):
-        """Constructs the trial balance period chooser."""
-        self.currency: Currency = currency
-        """The currency."""
-        first: Transaction | None \
-            = Transaction.query.order_by(Transaction.date).first()
-        super().__init__(None if first is None else first.date)
-
-    def _url_for(self, period: Period) -> str:
-        return trial_balance_url(self.currency, period)
-
-
-class IncomeStatementPeriodChooser(PeriodChooser):
-    """The income statement period chooser."""
-
-    def __init__(self, currency: Currency):
-        """Constructs the income statement period chooser."""
-        self.currency: Currency = currency
-        """The currency."""
-        first: Transaction | None \
-            = Transaction.query.order_by(Transaction.date).first()
-        super().__init__(None if first is None else first.date)
-
-    def _url_for(self, period: Period) -> str:
-        return income_statement_url(self.currency, period)
-
-
-class BalanceSheetPeriodChooser(PeriodChooser):
-    """The balance sheet period chooser."""
-
-    def __init__(self, currency: Currency):
-        """Constructs the balance sheet period chooser."""
-        self.currency: Currency = currency
-        """The currency."""
-        first: Transaction | None \
-            = Transaction.query.order_by(Transaction.date).first()
-        super().__init__(None if first is None else first.date)
-
-    def _url_for(self, period: Period) -> str:
-        return balance_sheet_url(self.currency, period)

src/accounting/report/utils/__init__.py

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

src/accounting/report/utils/ie_account.py

@@ -19,6 +19,8 @@
 """
 import typing as t
 
+from flask import current_app
+
 from accounting.locale import gettext
 from accounting.models import Account
 
@@ -62,3 +64,23 @@ class IncomeExpensesAccount:
         account.title = gettext("current assets and liabilities")
         account.str = account.title
         return account
+
+
+def default_ie_account_code() -> str:
+    """Returns the default account code for the income and expenses log.
+
+    :return: The default account code for the income and expenses log.
+    """
+    with current_app.app_context():
+        return current_app.config.get("DEFAULT_IE_ACCOUNT", Account.CASH_CODE)
+
+
+def default_ie_account() -> IncomeExpensesAccount:
+    """Returns the default account for the income and expenses log.
+
+    :return: The default account for the income and expenses log.
+    """
+    code: str = default_ie_account_code()
+    if code == IncomeExpensesAccount.CURRENT_AL_CODE:
+        return IncomeExpensesAccount.current_assets_and_liabilities()
+    return IncomeExpensesAccount(Account.find_by_code(code))

src/accounting/report/utils/report_chooser.py

@@ -28,9 +28,9 @@ from flask_babel import LazyString
 from accounting import db
 from accounting.locale import gettext
 from accounting.models import Currency, Account
-from accounting.report.income_expense_account import IncomeExpensesAccount
-from accounting.report.period import Period
+from accounting.report.period import Period, get_period
 from accounting.template_globals import default_currency_code
+from .ie_account import IncomeExpensesAccount
 from .option_link import OptionLink
 from .report_type import ReportType
 from .urls import journal_url, ledger_url, income_expenses_url, \
@@ -53,8 +53,7 @@ class ReportChooser:
         """
         self.__active_report: ReportType = active_report
         """The currently active report."""
-        self.__period: Period = Period.get_instance() if period is None \
-            else period
+        self.__period: Period = get_period() if period is None else period
         """The period."""
         self.__currency: Currency = db.session.get(
             Currency, default_currency_code()) \

src/accounting/report/utils/report_type.py

@@ -35,4 +35,4 @@ class ReportType(Enum):
     BALANCE_SHEET: str = "balance-sheet"
     """The balance sheet."""
     SEARCH: str = "search"
-    """The balance sheet."""
+    """The search."""

src/accounting/report/utils/urls.py

@@ -20,8 +20,9 @@
 from flask import url_for
 
 from accounting.models import Currency, Account
-from accounting.report.income_expense_account import IncomeExpensesAccount
 from accounting.report.period import Period
+from accounting.template_globals import default_currency_code
+from .ie_account import IncomeExpensesAccount, default_ie_account_code
 
 
 def journal_url(period: Period) \
@@ -62,6 +63,10 @@ def income_expenses_url(currency: Currency, account: IncomeExpensesAccount,
     :param period: The period.
     :return: The URL of the income and expenses log.
     """
+    if currency.code == default_currency_code() \
+            and account.code == default_ie_account_code() \
+            and period.is_default:
+        return url_for("accounting.report.default")
     if period.is_default:
         return url_for("accounting.report.income-expenses-default",
                        currency=currency, account=account)

src/accounting/report/views.py

@@ -19,41 +19,56 @@
 """
 from flask import Blueprint, request, Response
 
+from accounting import db
 from accounting.models import Currency, Account
+from accounting.report.period import Period, get_period
+from accounting.template_globals import default_currency_code
 from accounting.utils.permission import has_permission, can_view
-from .income_expense_account import IncomeExpensesAccount
-from .period import Period
 from .reports import Journal, Ledger, IncomeExpenses, TrialBalance, \
     IncomeStatement, BalanceSheet, Search
 from .template_filters import format_amount
+from .utils.ie_account import IncomeExpensesAccount, default_ie_account
 
 bp: Blueprint = Blueprint("report", __name__)
 """The view blueprint for the reports."""
 bp.add_app_template_filter(format_amount, "accounting_report_format_amount")
 
 
+@bp.get("", endpoint="default")
+@has_permission(can_view)
+def get_default_report() -> str | Response:
+    """Returns the income and expenses log in the default period.
+
+    :return: The income and expenses log in the default period.
+    """
+    return __get_income_expenses(
+        db.session.get(Currency, default_currency_code()),
+        default_ie_account(),
+        get_period())
+
+
 @bp.get("journal", endpoint="journal-default")
 @has_permission(can_view)
-def get_default_journal_list() -> str | Response:
+def get_default_journal() -> str | Response:
     """Returns the journal in the default period.
 
     :return: The journal in the default period.
     """
-    return __get_journal_list(Period.get_instance())
+    return __get_journal(get_period())
 
 
 @bp.get("journal/<period:period>", endpoint="journal")
 @has_permission(can_view)
-def get_journal_list(period: Period) -> str | Response:
+def get_journal(period: Period) -> str | Response:
     """Returns the journal.
 
     :param period: The period.
     :return: The journal in the period.
     """
-    return __get_journal_list(period)
+    return __get_journal(period)
 
 
-def __get_journal_list(period: Period) -> str | Response:
+def __get_journal(period: Period) -> str | Response:
     """Returns the journal.
 
     :param period: The period.
@@ -68,21 +83,20 @@ def __get_journal_list(period: Period) -> str | Response:
 @bp.get("ledger/<currency:currency>/<account:account>",
         endpoint="ledger-default")
 @has_permission(can_view)
-def get_default_ledger_list(currency: Currency, account: Account) \
-        -> str | Response:
+def get_default_ledger(currency: Currency, account: Account) -> str | Response:
     """Returns the ledger in the default period.
 
     :param currency: The currency.
     :param account: The account.
     :return: The ledger in the default period.
     """
-    return __get_ledger_list(currency, account, Period.get_instance())
+    return __get_ledger(currency, account, get_period())
 
 
 @bp.get("ledger/<currency:currency>/<account:account>/<period:period>",
         endpoint="ledger")
 @has_permission(can_view)
-def get_ledger_list(currency: Currency, account: Account, period: Period) \
+def get_ledger(currency: Currency, account: Account, period: Period) \
         -> str | Response:
     """Returns the ledger.
 
@@ -91,10 +105,10 @@ def get_ledger_list(currency: Currency, account: Account, period: Period) \
     :param period: The period.
     :return: The ledger in the period.
     """
-    return __get_ledger_list(currency, account, period)
+    return __get_ledger(currency, account, period)
 
 
-def __get_ledger_list(currency: Currency, account: Account, period: Period) \
+def __get_ledger(currency: Currency, account: Account, period: Period) \
         -> str | Response:
     """Returns the ledger.
 
@@ -109,10 +123,10 @@ def __get_ledger_list(currency: Currency, account: Account, period: Period) \
     return report.html()
 
 
-@bp.get("income-expenses/<currency:currency>/<ioAccount:account>",
+@bp.get("income-expenses/<currency:currency>/<ieAccount:account>",
         endpoint="income-expenses-default")
 @has_permission(can_view)
-def get_default_income_expenses_list(currency: Currency,
+def get_default_income_expenses(currency: Currency,
                                 account: IncomeExpensesAccount) \
         -> str | Response:
     """Returns the income and expenses log in the default period.
@@ -121,15 +135,14 @@ def get_default_income_expenses_list(currency: Currency,
     :param account: The account.
     :return: The income and expenses log in the default period.
     """
-    return __get_income_expenses_list(currency, account, Period.get_instance())
+    return __get_income_expenses(currency, account, get_period())
 
 
 @bp.get(
-    "income-expenses/<currency:currency>/<ioAccount:account>/<period:period>",
+    "income-expenses/<currency:currency>/<ieAccount:account>/<period:period>",
     endpoint="income-expenses")
 @has_permission(can_view)
-def get_income_expenses_list(currency: Currency,
-                             account: IncomeExpensesAccount,
+def get_income_expenses(currency: Currency, account: IncomeExpensesAccount,
                         period: Period) -> str | Response:
     """Returns the income and expenses log.
 
@@ -138,11 +151,10 @@ def get_income_expenses_list(currency: Currency,
     :param period: The period.
     :return: The income and expenses log in the period.
     """
-    return __get_income_expenses_list(currency, account, period)
+    return __get_income_expenses(currency, account, period)
 
 
-def __get_income_expenses_list(currency: Currency,
-                               account: IncomeExpensesAccount,
+def __get_income_expenses(currency: Currency, account: IncomeExpensesAccount,
                           period: Period) -> str | Response:
     """Returns the income and expenses log.
 
@@ -160,31 +172,29 @@ def __get_income_expenses_list(currency: Currency,
 @bp.get("trial-balance/<currency:currency>",
         endpoint="trial-balance-default")
 @has_permission(can_view)
-def get_default_trial_balance_list(currency: Currency) -> str | Response:
+def get_default_trial_balance(currency: Currency) -> str | Response:
     """Returns the trial balance in the default period.
 
     :param currency: The currency.
     :return: The trial balance in the default period.
     """
-    return __get_trial_balance_list(currency, Period.get_instance())
+    return __get_trial_balance(currency, get_period())
 
 
 @bp.get("trial-balance/<currency:currency>/<period:period>",
         endpoint="trial-balance")
 @has_permission(can_view)
-def get_trial_balance_list(currency: Currency, period: Period) \
-        -> str | Response:
+def get_trial_balance(currency: Currency, period: Period) -> str | Response:
     """Returns the trial balance.
 
     :param currency: The currency.
     :param period: The period.
     :return: The trial balance in the period.
     """
-    return __get_trial_balance_list(currency, period)
+    return __get_trial_balance(currency, period)
 
 
-def __get_trial_balance_list(currency: Currency, period: Period) \
-        -> str | Response:
+def __get_trial_balance(currency: Currency, period: Period) -> str | Response:
     """Returns the trial balance.
 
     :param currency: The currency.
@@ -200,30 +210,29 @@ def __get_trial_balance_list(currency: Currency, period: Period) \
 @bp.get("income-statement/<currency:currency>",
         endpoint="income-statement-default")
 @has_permission(can_view)
-def get_default_income_statement_list(currency: Currency) -> str | Response:
+def get_default_income_statement(currency: Currency) -> str | Response:
     """Returns the income statement in the default period.
 
     :param currency: The currency.
     :return: The income statement in the default period.
     """
-    return __get_income_statement_list(currency, Period.get_instance())
+    return __get_income_statement(currency, get_period())
 
 
 @bp.get("income-statement/<currency:currency>/<period:period>",
         endpoint="income-statement")
 @has_permission(can_view)
-def get_income_statement_list(currency: Currency, period: Period) \
-        -> str | Response:
+def get_income_statement(currency: Currency, period: Period) -> str | Response:
     """Returns the income statement.
 
     :param currency: The currency.
     :param period: The period.
     :return: The income statement in the period.
     """
-    return __get_income_statement_list(currency, period)
+    return __get_income_statement(currency, period)
 
 
-def __get_income_statement_list(currency: Currency, period: Period) \
+def __get_income_statement(currency: Currency, period: Period) \
         -> str | Response:
     """Returns the income statement.
 
@@ -240,19 +249,19 @@ def __get_income_statement_list(currency: Currency, period: Period) \
 @bp.get("balance-sheet/<currency:currency>",
         endpoint="balance-sheet-default")
 @has_permission(can_view)
-def get_default_balance_sheet_list(currency: Currency) -> str | Response:
+def get_default_balance_sheet(currency: Currency) -> str | Response:
     """Returns the balance sheet in the default period.
 
     :param currency: The currency.
     :return: The balance sheet in the default period.
     """
-    return __get_balance_sheet_list(currency, Period.get_instance())
+    return __get_balance_sheet(currency, get_period())
 
 
 @bp.get("balance-sheet/<currency:currency>/<period:period>",
         endpoint="balance-sheet")
 @has_permission(can_view)
-def get_balance_sheet_list(currency: Currency, period: Period) \
+def get_balance_sheet(currency: Currency, period: Period) \
         -> str | Response:
     """Returns the balance sheet.
 
@@ -260,10 +269,10 @@ def get_balance_sheet_list(currency: Currency, period: Period) \
     :param period: The period.
     :return: The balance sheet in the period.
     """
-    return __get_balance_sheet_list(currency, period)
+    return __get_balance_sheet(currency, period)
 
 
-def __get_balance_sheet_list(currency: Currency, period: Period) \
+def __get_balance_sheet(currency: Currency, period: Period) \
         -> str | Response:
     """Returns the balance sheet.
 
@@ -288,4 +297,3 @@ def search() -> str | Response:
     if "as" in request.args and request.args["as"] == "csv":
         return report.csv()
     return report.html()
-

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

@@ -171,6 +171,7 @@ class MonthTab extends TabPlane {
     constructor(chooser) {
         super(chooser);
         const monthChooser = document.getElementById(this.prefix + "-chooser");
+        if (monthChooser !== null) {
             let start = monthChooser.dataset.start;
             this.#monthChooser = new tempusDominus.TempusDominus(monthChooser, {
                 restrictions: {
@@ -194,6 +195,7 @@ class MonthTab extends TabPlane {
                     .replaceAll("PERIOD", period);
             });
         }
+    }
 
     /**
      * The tab ID
@@ -250,6 +252,7 @@ class DayTab extends TabPlane {
         super(chooser);
         this.#date = document.getElementById(this.prefix + "-date");
         this.#dateError = document.getElementById(this.prefix + "-date-error");
+        if (this.#date !== null) {
             this.#date.onchange = () => {
                 if (this.#validateDate()) {
                     window.location = chooser.modal.dataset.urlTemplate
@@ -257,6 +260,7 @@ class DayTab extends TabPlane {
                 }
             };
         }
+    }
 
     /**
      * Validates the date.
@@ -338,6 +342,7 @@ class CustomTab extends TabPlane {
         this.#end = document.getElementById(this.prefix + "-end");
         this.#endError = document.getElementById(this.prefix + "-end-error");
         this.#conform = document.getElementById(this.prefix + "-confirm");
+        if (this.#start !== null) {
             this.#start.onchange = () => {
                 if (this.#validateStart()) {
                     this.#end.min = this.#start.value;
@@ -358,6 +363,7 @@ class CustomTab extends TabPlane {
                 }
             };
         }
+    }
 
     /**
      * Validates the start of the period.

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

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

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

@@ -63,9 +63,9 @@ First written: 2023/2/1
   </div>
 
   <div class="form-check form-switch mb-3">
-    <input id="accounting-is-pay-off-needed" class="form-check-input" type="checkbox" name="is_pay_off_needed" value="1" {% if form.is_pay_off_needed.data %} checked="checked" {% endif %}>
-    <label class="form-check-label" for="accounting-is-pay-off-needed">
-      {{ A_("The entries in the account need pay-off.") }}
+    <input id="accounting-is-offset-needed" class="form-check-input" type="checkbox" name="is_offset_needed" value="1" {% if form.is_offset_needed.data %} checked="checked" {% endif %}>
+    <label class="form-check-label" for="accounting-is-offset-needed">
+      {{ A_("The entries in the account need offset.") }}
     </label>
   </div>
 

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

@@ -58,8 +58,8 @@ First written: 2023/1/30
   {% for item in list %}
     <a class="list-group-item list-group-item-action" href="{{ url_for("accounting.account.detail", account=item)|accounting_append_next }}">
       {{ item }}
-      {% if item.is_pay_off_needed %}
-        <span class="badge rounded-pill bg-info">{{ A_("Pay-off needed") }}</span>
+      {% if item.is_offset_needed %}
+        <span class="badge rounded-pill bg-info">{{ A_("Need offset") }}</span>
       {% endif %}
     </a>
   {% endfor %}

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

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

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

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

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

@@ -106,10 +106,17 @@ First written: 2023/3/8
     <span class="d-none d-md-inline">{{ report.period.desc|title }}</span>
   </button>
 {% endif %}
+{% if report.has_data %}
   <a class="btn btn-primary" role="button" href="{{ report.csv_uri }}">
     <i class="fa-solid fa-download"></i>
     <span class="d-none d-md-inline">{{ A_("Download") }}</span>
   </a>
+{% else %}
+  <button class="btn btn-secondary" type="button" disabled="disabled">
+    <i class="fa-solid fa-download"></i>
+    <span class="d-none d-md-inline">{{ A_("Download") }}</span>
+  </button>
+{% endif %}
 {% if use_search %}
   <form class="btn btn-primary d-flex input-group" action="{{ url_for("accounting.report.search") }}" method="get" role="search" aria-labelledby="accounting-toolbar-search-label">
     <input id="accounting-toolbar-search" class="form-control form-control-sm" type="search" name="q" value="{{ request.args.q }}" placeholder=" " required="required">

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

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

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

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

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

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

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

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

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

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

src/accounting/transaction/forms.py

@@ -126,25 +126,23 @@ class AccountOption:
 
         :param account: The account.
         """
-        self.__account: Account = account
         self.id: str = account.id
+        """The account ID."""
         self.code: str = account.code
+        """The account code."""
+        self.query_values: list[str] = account.query_values
+        """The values to be queried."""
+        self.__str: str = str(account)
+        """The string representation of the account option."""
         self.is_in_use: bool = False
+        """True if this account is in use, or False otherwise."""
 
     def __str__(self) -> str:
         """Returns the string representation of the account option.
 
         :return: The string representation of the account option.
         """
-        return str(self.__account)
-
-    @property
-    def query_values(self) -> list[str]:
-        """Returns the values to be queried.
-
-        :return: The values to be queried.
-        """
-        return self.__account.query_values
+        return self.__str
 
 
 class JournalEntryForm(FlaskForm):

src/accounting/transaction/operators.py

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

src/accounting/transaction/views.py

@@ -111,7 +111,7 @@ def show_transaction_edit_form(txn: Transaction) -> str:
     :param txn: The transaction.
     :return: The form to edit the transaction.
     """
-    txn_op: TransactionOperator = get_txn_op(txn)
+    txn_op: TransactionOperator = get_txn_op(txn, is_check_as=True)
     form: txn_op.form
     if "form" in session:
         form = txn_op.form(ImmutableMultiDict(parse_qsl(session["form"])))
@@ -131,7 +131,7 @@ def update_transaction(txn: Transaction) -> redirect:
     :return: The redirection to the transaction detail on success, or the
         transaction edit form on error.
     """
-    txn_op: TransactionOperator = get_txn_op(txn)
+    txn_op: TransactionOperator = get_txn_op(txn, is_check_as=True)
     form: txn_op.form = txn_op.form(request.form)
     if not form.validate():
         flash_form_errors(form)
@@ -163,7 +163,7 @@ def delete_transaction(txn: Transaction) -> redirect:
     sort_transactions_in(txn.date, txn.id)
     db.session.commit()
     flash(lazy_gettext("The transaction is deleted successfully."), "success")
-    return redirect(or_next(url_for("accounting.report.journal-default")))
+    return redirect(or_next(__get_default_page_uri()))
 
 
 @bp.get("/dates/<date:txn_date>", endpoint="order")
@@ -194,10 +194,10 @@ def sort_transactions(txn_date: date) -> redirect:
     form.save_order()
     if not form.is_modified:
         flash(lazy_gettext("The order was not modified."), "success")
-        return redirect(or_next(url_for("accounting.report.journal-default")))
+        return redirect(or_next(__get_default_page_uri()))
     db.session.commit()
     flash(lazy_gettext("The order is updated successfully."), "success")
-    return redirect(or_next(url_for("accounting.report.journal-default")))
+    return redirect(or_next(__get_default_page_uri()))
 
 
 def __get_detail_uri(txn: Transaction) -> str:
@@ -207,3 +207,11 @@ def __get_detail_uri(txn: Transaction) -> str:
     :return: The detail URI of the transaction.
     """
     return url_for("accounting.transaction.detail", txn=txn)
+
+
+def __get_default_page_uri() -> str:
+    """Returns the URI for the default page.
+
+    :return: The URI for the default page.
+    """
+    return url_for("accounting.report.default")

tests/test_transaction.py

@@ -35,7 +35,7 @@ from testlib_txn import Accounts, get_add_form, get_unchanged_update_form, \
 
 PREFIX: str = "/accounting/transactions"
 """The URL prefix for the transaction management."""
-RETURN_TO_URI: str = "/accounting/reports/journal"
+RETURN_TO_URI: str = "/accounting/reports"
 """The URL to return to after the operation."""